public bool UpdateVariantAssetPortfolio(ModelPortfolioVo modelPortfolioVo, int adviserId, int userId) { bool bResult = false; ModelPortfolioDao modelPortfolioDao = new ModelPortfolioDao(); try { bResult = modelPortfolioDao.UpdateVariantAssetPortfolio(modelPortfolioVo, adviserId, userId); } catch (BaseApplicationException Ex) { throw Ex; } catch (Exception Ex) { BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex); NameValueCollection FunctionInfo = new NameValueCollection(); FunctionInfo.Add("Method", "ModelPortfolioBo.cs:UpdateVariantAssetPortfolio()"); object[] objects = new object[2]; objects[0] = modelPortfolioVo; objects[1] = adviserId; objects[2] = userId; FunctionInfo = exBase.AddObject(FunctionInfo, objects); exBase.AdditionalInformation = FunctionInfo; ExceptionManager.Publish(exBase); throw exBase; } return(bResult); }
public void EditModelPortfolioRecords(ModelPortfolioVo modelPortfolioVo, int AMPTBValueId) { ModelPortfolioDao modelPortfolioDao = new ModelPortfolioDao(); try { modelPortfolioDao.EditModelPortfolioRecords(modelPortfolioVo, AMPTBValueId); } catch (BaseApplicationException Ex) { throw Ex; } catch (Exception Ex) { BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex); NameValueCollection FunctionInfo = new NameValueCollection(); FunctionInfo.Add("Method", "ModelPortfolioBo.cs:EditModelPortfolioRecords()"); object[] objects = new object[1]; objects[0] = modelPortfolioVo; objects[1] = AMPTBValueId; FunctionInfo = exBase.AddObject(FunctionInfo, objects); exBase.AdditionalInformation = FunctionInfo; ExceptionManager.Publish(exBase); throw exBase; } }
public DataTable SchemeAssetChartOnSubCategory(ModelPortfolioVo modelPortfolioVo, int adviserId) { DataTable dtSchemeAssetChart = new DataTable(); ModelPortfolioDao modelPortfolioDao = new ModelPortfolioDao(); try { dtSchemeAssetChart = modelPortfolioDao.SchemeAssetChartOnSubCategory(modelPortfolioVo, adviserId); } catch (BaseApplicationException Ex) { throw Ex; } catch (Exception Ex) { BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex); NameValueCollection FunctionInfo = new NameValueCollection(); FunctionInfo.Add("Method", "ModelPortfolioBo.cs:SchemeAssetChartOnSubCategory()"); object[] objects = new object[1]; objects[0] = modelPortfolioVo; objects[1] = adviserId; FunctionInfo = exBase.AddObject(FunctionInfo, objects); exBase.AdditionalInformation = FunctionInfo; ExceptionManager.Publish(exBase); throw exBase; } return(dtSchemeAssetChart); }
public DataTable SchemeAssetChartOnSubCategory(ModelPortfolioVo modelPortfolioVo, int adviserId) { DataTable dtSchemeAsset = new DataTable(); DataSet dsSchemeAsset; Database db; DbCommand SchemeAssetCmd; try { db = DatabaseFactory.CreateDatabase("wealtherp"); SchemeAssetCmd = db.GetStoredProcCommand("SP_AttachedSchemeAssetOnSubCategory"); db.AddInParameter(SchemeAssetCmd, "@adviserId", DbType.Int32, adviserId); db.AddInParameter(SchemeAssetCmd, "@modelPortfolioCode", DbType.Int32, modelPortfolioVo.ModelPortfolioCode); dsSchemeAsset = db.ExecuteDataSet(SchemeAssetCmd); dtSchemeAsset = dsSchemeAsset.Tables[0]; } catch (BaseApplicationException Ex) { throw Ex; } catch (Exception Ex) { BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex); NameValueCollection FunctionInfo = new NameValueCollection(); FunctionInfo.Add("Method", "ModelPortfolioDao.cs:SchemeAssetChartOnSubCategory()"); object[] objects = new object[1]; objects[0] = adviserId; FunctionInfo = exBase.AddObject(FunctionInfo, objects); exBase.AdditionalInformation = FunctionInfo; ExceptionManager.Publish(exBase); throw exBase; } return(dtSchemeAsset); }
//********************************************** Code for Asset Allocation Starts*********************************************************** public bool CreateVariantAssetPortfolio(ModelPortfolioVo modelPortfolioVo, int adviserId, int userId) { bool bResult = false; Database db; DbCommand AttachedVariantCmd; try { db = DatabaseFactory.CreateDatabase("wealtherp"); AttachedVariantCmd = db.GetStoredProcCommand("SP_InsertVariantAssetToModelPortfolio"); db.AddInParameter(AttachedVariantCmd, "@adviserId", DbType.Int32, adviserId); db.AddInParameter(AttachedVariantCmd, "@modelPortfolioCode", DbType.Int32, modelPortfolioVo.ModelPortfolioCode); db.AddInParameter(AttachedVariantCmd, "@PortfolioName", DbType.String, modelPortfolioVo.PortfolioName); db.AddInParameter(AttachedVariantCmd, "@MinAge", DbType.Int32, modelPortfolioVo.MinAge); db.AddInParameter(AttachedVariantCmd, "@MaxAge", DbType.Int32, modelPortfolioVo.MaxAge); db.AddInParameter(AttachedVariantCmd, "@MinTimeHorizon", DbType.Int32, modelPortfolioVo.MinTimeHorizon); db.AddInParameter(AttachedVariantCmd, "@MaxTimeHorizon", DbType.Int32, modelPortfolioVo.MaxTimeHorizon); db.AddInParameter(AttachedVariantCmd, "@MinAUM", DbType.Double, modelPortfolioVo.MinAUM); db.AddInParameter(AttachedVariantCmd, "@MaxAUM", DbType.Double, modelPortfolioVo.MaxAUM); db.AddInParameter(AttachedVariantCmd, "@VariantDescription", DbType.String, modelPortfolioVo.VariantDescription); db.AddInParameter(AttachedVariantCmd, "@RiskClassCode", DbType.String, modelPortfolioVo.RiskClassCode); db.AddInParameter(AttachedVariantCmd, "@CashAllocation", DbType.Decimal, modelPortfolioVo.CashAllocation); db.AddInParameter(AttachedVariantCmd, "@DebtAllocation", DbType.Decimal, modelPortfolioVo.DebtAllocation); db.AddInParameter(AttachedVariantCmd, "@EquityAllocation", DbType.Decimal, modelPortfolioVo.EquityAllocation); db.AddInParameter(AttachedVariantCmd, "@AlternateAllocation", DbType.Decimal, modelPortfolioVo.AlternateAllocation); db.AddInParameter(AttachedVariantCmd, "@ROR", DbType.Decimal, modelPortfolioVo.ROR); db.AddInParameter(AttachedVariantCmd, "@RiskPercentage", DbType.Decimal, modelPortfolioVo.RiskPercentage); db.AddInParameter(AttachedVariantCmd, "@IsRiskClass", DbType.String, modelPortfolioVo.IsRiskClass); db.AddInParameter(AttachedVariantCmd, "@userId", DbType.Int32, userId); if (db.ExecuteNonQuery(AttachedVariantCmd) != 0) { bResult = true; } } catch (BaseApplicationException Ex) { throw Ex; } catch (Exception Ex) { BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex); NameValueCollection FunctionInfo = new NameValueCollection(); FunctionInfo.Add("Method", "ModelPortfolioDao.cs:CreateVariantAssetPortfolio()"); object[] objects = new object[1]; objects[0] = adviserId; FunctionInfo = exBase.AddObject(FunctionInfo, objects); exBase.AdditionalInformation = FunctionInfo; ExceptionManager.Publish(exBase); throw exBase; } return(bResult); }
public bool AttachSchemeToPortfolio(ModelPortfolioVo modelPortfolioVo, int adviserId, int IsActiveFlag) { bool bResult = false; Database db; DbCommand modelPortfolioCmd; try { db = DatabaseFactory.CreateDatabase("wealtherp"); modelPortfolioCmd = db.GetStoredProcCommand("SP_InsertSchemeToModelPortfolio"); db.AddInParameter(modelPortfolioCmd, "@schemeCode", DbType.Int32, modelPortfolioVo.SchemeCode); db.AddInParameter(modelPortfolioCmd, "@weightage", DbType.Int32, modelPortfolioVo.Weightage); db.AddInParameter(modelPortfolioCmd, "@modelPortfolioCode", DbType.Int32, modelPortfolioVo.ModelPortfolioCode); db.AddInParameter(modelPortfolioCmd, "@IsActiveflag", DbType.Int32, IsActiveFlag); db.AddInParameter(modelPortfolioCmd, "@schemeDescription", DbType.String, modelPortfolioVo.SchemeDescription); db.AddInParameter(modelPortfolioCmd, "@adviserId", DbType.Int32, adviserId); if (modelPortfolioVo.ArchiveReason != 0) { db.AddInParameter(modelPortfolioCmd, "@archiveReason", DbType.Int32, modelPortfolioVo.ArchiveReason); } else { db.AddInParameter(modelPortfolioCmd, "@archiveReason", DbType.Int32, 0); } if (db.ExecuteNonQuery(modelPortfolioCmd) != 0) { bResult = true; } } catch (BaseApplicationException Ex) { throw Ex; } catch (Exception Ex) { BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex); NameValueCollection FunctionInfo = new NameValueCollection(); FunctionInfo.Add("Method", "ModelPortfolioDao.cs:AttachSchemeToPortfolio()"); object[] objects = new object[2]; objects[0] = modelPortfolioVo; objects[1] = adviserId; objects[2] = IsActiveFlag; FunctionInfo = exBase.AddObject(FunctionInfo, objects); exBase.AdditionalInformation = FunctionInfo; ExceptionManager.Publish(exBase); throw exBase; } return(bResult); }
public bool InsertModelPortfolioDetails(ModelPortfolioVo modelPortfolioVo, int adviserId) { bool bResult = false; Database db; DbCommand modelPortfolioCmd; try { db = DatabaseFactory.CreateDatabase("wealtherp"); modelPortfolioCmd = db.GetStoredProcCommand("SP_InsertModelPortfolioDetails"); db.AddInParameter(modelPortfolioCmd, "@portfolioName", DbType.String, modelPortfolioVo.PortfolioName); db.AddInParameter(modelPortfolioCmd, "@description", DbType.String, modelPortfolioVo.Description); db.AddInParameter(modelPortfolioCmd, "@lowerScore", DbType.Int32, modelPortfolioVo.LowerScore); db.AddInParameter(modelPortfolioCmd, "@upperScore", DbType.Int32, modelPortfolioVo.UpperScore); db.AddInParameter(modelPortfolioCmd, "@adviserId", DbType.Int32, adviserId); db.AddInParameter(modelPortfolioCmd, "@basisId", DbType.String, modelPortfolioVo.BasisId); db.AddOutParameter(modelPortfolioCmd, "@modelPortfolioCode", DbType.Int32, modelPortfolioVo.ModelPortfolioCode); db.AddOutParameter(modelPortfolioCmd, "@AMPBU_Id", DbType.Int32, modelPortfolioVo.AMPBU_Id); if (modelPortfolioVo.RiskClassCode != null) { db.AddInParameter(modelPortfolioCmd, "@riskClassCode", DbType.String, modelPortfolioVo.RiskClassCode); } else { db.AddInParameter(modelPortfolioCmd, "@riskClassCode", DbType.String, DBNull.Value); } if (db.ExecuteNonQuery(modelPortfolioCmd) != 0) { bResult = true; } } catch (BaseApplicationException Ex) { throw Ex; } catch (Exception Ex) { BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex); NameValueCollection FunctionInfo = new NameValueCollection(); FunctionInfo.Add("Method", "ModelPortfolioDao.cs:InsertModelPortfolioDetails()"); object[] objects = new object[1]; objects[0] = modelPortfolioVo; objects[1] = adviserId; FunctionInfo = exBase.AddObject(FunctionInfo, objects); exBase.AdditionalInformation = FunctionInfo; ExceptionManager.Publish(exBase); throw exBase; } return(bResult); }
public void EditModelPortfolioRecords(ModelPortfolioVo modelPortfolioVo, int AMPTBValueId) { Database db; DbCommand EditRecordsCmd; try { db = DatabaseFactory.CreateDatabase("wealtherp"); EditRecordsCmd = db.GetStoredProcCommand("SP_EditModelPortfolioDetails"); db.AddInParameter(EditRecordsCmd, "@amptbv_Id", DbType.Int32, AMPTBValueId); db.AddInParameter(EditRecordsCmd, "@portfolioName", DbType.String, modelPortfolioVo.PortfolioName); db.AddInParameter(EditRecordsCmd, "@description", DbType.String, modelPortfolioVo.Description); db.AddInParameter(EditRecordsCmd, "@lowerScore", DbType.Int32, modelPortfolioVo.LowerScore); db.AddInParameter(EditRecordsCmd, "@upperScore", DbType.Int32, modelPortfolioVo.UpperScore); db.AddOutParameter(EditRecordsCmd, "@modelPortfolioCode", DbType.Int32, modelPortfolioVo.ModelPortfolioCode); if (modelPortfolioVo.RiskClassCode != null) { db.AddInParameter(EditRecordsCmd, "@riskClassCode", DbType.String, modelPortfolioVo.RiskClassCode); } else { db.AddInParameter(EditRecordsCmd, "@riskClassCode", DbType.String, DBNull.Value); } db.ExecuteNonQuery(EditRecordsCmd); } catch (BaseApplicationException Ex) { throw Ex; } catch (Exception Ex) { BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex); NameValueCollection FunctionInfo = new NameValueCollection(); FunctionInfo.Add("Method", "ModelPortfolioDao.cs:EditModelPortfolioRecords()"); object[] objects = new object[1]; objects[0] = modelPortfolioVo; objects[1] = AMPTBValueId; FunctionInfo = exBase.AddObject(FunctionInfo, objects); exBase.AdditionalInformation = FunctionInfo; ExceptionManager.Publish(exBase); throw exBase; } }