コード例 #1
0
        private void GetLatestValuationDate()
        {
            PortfolioBo portfolioBo = null;

            try
            {
                portfolioBo = new PortfolioBo();
                if (portfolioBo.GetLatestValuationDate(advisorVo.advisorId, "EQ") != null)
                {
                    EQValuationDate = DateTime.Parse(portfolioBo.GetLatestValuationDate(advisorVo.advisorId, "EQ").ToString());
                }
                if (portfolioBo.GetLatestValuationDate(advisorVo.advisorId, "MF") != null)
                {
                    MFValuationDate = DateTime.Parse(portfolioBo.GetLatestValuationDate(advisorVo.advisorId, "MF").ToString());
                }
            }
            catch (BaseApplicationException Ex)
            {
                throw Ex;
            }
            catch (Exception Ex)
            {
                BaseApplicationException exBase       = new BaseApplicationException(Ex.Message, Ex);
                NameValueCollection      FunctionInfo = new NameValueCollection();
                FunctionInfo.Add("Method", "PortfolioDashboard.ascx.cs:GetLatestValuationDate()");
                object[] objects = new object[2];
                objects[0]   = EQValuationDate;
                objects[1]   = MFValuationDate;
                FunctionInfo = exBase.AddObject(FunctionInfo, objects);
                exBase.AdditionalInformation = FunctionInfo;
                ExceptionManager.Publish(exBase);
                throw exBase;
            }
        }
コード例 #2
0
        private void GetLatestValuationDate()
        {
            DateTime    EQValuationDate           = new DateTime();
            DateTime    MFValuationDate           = new DateTime();
            PortfolioBo portfolioBo               = null;
            Dictionary <string, DateTime> genDict = new Dictionary <string, DateTime>();
            AdvisorVo advisorVo = new AdvisorVo();
            int       adviserId = 0;

            advisorVo = (AdvisorVo)Session["advisorVo"];
            adviserId = advisorVo.advisorId;

            try
            {
                portfolioBo = new PortfolioBo();
                if (userVo.UserType == "Advisor")
                {
                    advisorVo = (AdvisorVo)Session["advisorVo"];
                    adviserId = advisorVo.advisorId;
                }
                else if (userVo.UserType == "RM")
                {
                    adviserId = int.Parse(Session["adviserId"].ToString());
                }

                if (portfolioBo.GetLatestValuationDate(adviserId, "EQ") != null)
                {
                    EQValuationDate = DateTime.Parse(portfolioBo.GetLatestValuationDate(adviserId, "EQ").ToString());
                }
                if (portfolioBo.GetLatestValuationDate(adviserId, "MF") != null)
                {
                    MFValuationDate = DateTime.Parse(portfolioBo.GetLatestValuationDate(adviserId, "MF").ToString());
                }
                genDict.Add("EQDate", EQValuationDate);
                genDict.Add("MFDate", MFValuationDate);
                Session["ValuationDate"] = genDict;
            }
            catch (BaseApplicationException Ex)
            {
                throw Ex;
            }
            catch (Exception Ex)
            {
                BaseApplicationException exBase       = new BaseApplicationException(Ex.Message, Ex);
                NameValueCollection      FunctionInfo = new NameValueCollection();
                FunctionInfo.Add("Method", "PortfolioDashboard.ascx.cs:GetLatestValuationDate()");
                object[] objects = new object[3];
                objects[0]   = EQValuationDate;
                objects[1]   = adviserId;
                objects[2]   = MFValuationDate;
                FunctionInfo = exBase.AddObject(FunctionInfo, objects);
                exBase.AdditionalInformation = FunctionInfo;
                ExceptionManager.Publish(exBase);
                throw exBase;
            }
        }
コード例 #3
0
        private void GetLatestValuationDate()
        {
            DateTime    EQValuationDate = new DateTime();
            DateTime    MFValuationDate = new DateTime();
            PortfolioBo portfolioBo     = null;

            genDict = new Dictionary <string, DateTime>();
            AdvisorVo advisorVo = new AdvisorVo();
            int       adviserId = 0;

            try
            {
                portfolioBo = new PortfolioBo();
                advisorVo   = (AdvisorVo)Session[SessionContents.AdvisorVo];
                adviserId   = advisorVo.advisorId;
                if (portfolioBo.GetLatestValuationDate(adviserId, Constants.MF.ToString()) != null)
                {
                    MFValuationDate = DateTime.Parse(portfolioBo.GetLatestValuationDate(adviserId, Constants.MF.ToString()).ToString());
                }
                genDict.Add(Constants.MFDate.ToString(), MFValuationDate);
                Session[SessionContents.ValuationDate] = genDict;
            }
            catch (BaseApplicationException Ex)
            {
                throw Ex;
            }
            catch (Exception Ex)
            {
                BaseApplicationException exBase       = new BaseApplicationException(Ex.Message, Ex);
                NameValueCollection      FunctionInfo = new NameValueCollection();
                FunctionInfo.Add("Method", "PortfolioDashboard.ascx.cs:GetLatestValuationDate()");
                object[] objects = new object[3];
                objects[0]   = EQValuationDate;
                objects[1]   = adviserId;
                objects[2]   = MFValuationDate;
                FunctionInfo = exBase.AddObject(FunctionInfo, objects);
                exBase.AdditionalInformation = FunctionInfo;
                ExceptionManager.Publish(exBase);
                throw exBase;
            }
        }
        protected void Page_Load(object sender, EventArgs e)
        {
            SessionBo.CheckSession();
            advisorVo         = (AdvisorVo)Session["advisorVo"];
            userType          = Session["UserType"].ToString().ToLower();
            rmVo              = (RMVo)Session[SessionContents.RmVo];
            rmid              = rmVo.RMId;
            trMessage.Visible = false;
            schemeplanid      = 0;
            //trModalPopup.Visible = false;
            //ValuationDate = DateTime.Now.Date;

            SessionBo.CheckSession();
            userVo    = (UserVo)Session["userVo"];
            rmVo      = advisorStaffBo.GetAdvisorStaff(userVo.UserId);
            bmID      = rmVo.RMId;
            AdviserID = advisorVo.advisorId;


            if (!IsPostBack)
            {
                PortfolioBo portfoliobo = new PortfolioBo();
                string      valuedate   = Convert.ToString(portfoliobo.GetLatestValuationDate(advisorVo.advisorId, "MF"));
                hdnValuationDate.Value = valuedate.ToString();
                if (hdnValuationDate.Value == string.Empty)
                {
                    ValuationNotDoneErrorMsg.Visible = true;
                    if (userType == "adviser")
                    {
                        BindBranchDropDown();
                        BindRMDropDown();
                    }
                    else if (userType == "rm")
                    {
                        spnBranch.Visible = false;
                        spnRM.Visible     = false;
                    }
                    else if (userType == "bm")
                    {
                        BindBranchForBMDropDown();
                        BindRMforBranchDropdown(0, bmID, 1);
                    }
                }
                else
                {
                    ValuationNotDoneErrorMsg.Visible = false;

                    if (userType == "rm")
                    {
                        spnBranch.Visible = false;
                        spnRM.Visible     = false;
                    }
                    if (userType == "adviser")
                    {
                        BindBranchDropDown();
                        BindRMDropDown();
                    }
                    if (userType == "bm")
                    {
                        if (!IsPostBack)
                        {
                            BindBranchForBMDropDown();
                            BindRMforBranchDropdown(0, bmID, 1);
                        }
                        hdnbranchId.Value     = "0";
                        hdnbranchHeadId.Value = ddlBranch.SelectedValue;
                        hdnAll.Value          = "2";
                        hdnXWise.Value        = "2";
                        hdnrmId.Value         = "0";
                    }
                }

                if (Request.QueryString["schemeplanid"] != null)
                {
                    schemeplanid        = int.Parse(Request.QueryString["schemeplanid"].ToString());
                    LatestValuationdate = DateTime.Parse(Request.QueryString["latestValuationdate"].ToString());
                }
                else
                {
                    valuedate = Convert.ToString(portfoliobo.GetLatestValuationDate(advisorVo.advisorId, "MF"));
                    if (valuedate != "")
                    {
                        LatestValuationdate = Convert.ToDateTime(portfoliobo.GetLatestValuationDate(advisorVo.advisorId, "MF"));
                        //Valuation date storing in Hiddenfield For all page Export
                        hdnValuationDate.Value = LatestValuationdate.ToString();
                    }
                }
                if (LatestValuationdate != DateTime.MinValue)
                {
                    txtDate.Text = LatestValuationdate.Date.ToShortDateString();
                    bindgrid(LatestValuationdate, schemeplanid);
                }
                //else
                //{
                //    trMessage.Visible = true;
                //    lblMessage.Text = "No valuation done";

                //}
            }
        }
コード例 #5
0
        protected void Page_Load(object sender, EventArgs e)
        {
            SessionBo.CheckSession();

            advisorVo         = (AdvisorVo)Session["advisorVo"];
            userType          = Session["UserType"].ToString().ToLower();
            rmVo              = (RMVo)Session[SessionContents.RmVo];
            rmid              = rmVo.RMId;
            trMessage.Visible = false;

            SessionBo.CheckSession();
            userVo    = (UserVo)Session["userVo"];
            rmVo      = advisorStaffBo.GetAdvisorStaff(userVo.UserId);
            bmID      = rmVo.RMId;
            AdviserID = advisorVo.advisorId;

            if (!IsPostBack)
            {
                PortfolioBo portfoliobo = new PortfolioBo();
                string      valuedate   = Convert.ToString(portfoliobo.GetLatestValuationDate(advisorVo.advisorId, "MF"));
                hdnValuationDate.Value = valuedate.ToString();
                if (hdnValuationDate.Value == string.Empty)
                {
                    ValuationNotDoneErrorMsg.Visible = true;
                    if (userType == "adviser")
                    {
                        BindBranchDropDown();
                        BindRMDropDown();
                    }
                    else if (userType == "rm")
                    {
                        spnBranch.Visible = false;
                        spnRM.Visible     = false;
                    }
                    else if (userType == "bm")
                    {
                        BindBranchForBMDropDown();
                        BindRMforBranchDropdown(0, bmID, 1);
                    }
                }
                else
                {
                    ValuationNotDoneErrorMsg.Visible = false;

                    if (userType == "rm")
                    {
                        spnBranch.Visible = false;
                        spnRM.Visible     = false;
                    }
                    if (userType == "adviser")
                    {
                        hdnbranchId.Value     = "0";
                        hdnbranchHeadId.Value = AdviserID.ToString();
                        hdnAll.Value          = "2";
                        //hdnXWise.Value = "0";
                        hdnrmId.Value = ddlRM.SelectedValue;

                        BindBranchDropDown();
                        BindRMDropDown();
                        bindgrid(LatestValuationdate);
                    }
                    if (userType == "bm")
                    {
                        if (!IsPostBack)
                        {
                            BindBranchForBMDropDown();
                            BindRMforBranchDropdown(0, bmID, 1);
                        }

                        hdnbranchId.Value     = "0";
                        hdnbranchHeadId.Value = ddlBranch.SelectedValue;
                        hdnAll.Value          = "2";
                        hdnrmId.Value         = "0";
                        hdnXWise.Value        = "0";
                        dsMISReport           = adviserMISBo.GetMISForBM(int.Parse(hdnrmId.Value.ToString()), int.Parse(hdnbranchId.Value.ToString()), int.Parse(hdnbranchHeadId.Value.ToString()), int.Parse(hdnXWise.Value.ToString()), int.Parse(hdnAll.Value.ToString()), DateTime.Parse(hdnValuationDate.Value.ToString()), 0, 0, 1, hdnAMCSearchVal.Value.ToString(), string.Empty, string.Empty, string.Empty, string.Empty, out count, 0);
                    }
                }

                if (valuedate != "")
                {
                    LatestValuationdate    = Convert.ToDateTime(portfoliobo.GetLatestValuationDate(advisorVo.advisorId, "MF"));
                    hdnValuationDate.Value = LatestValuationdate.ToString();
                }
                if (LatestValuationdate != DateTime.MinValue)
                {
                    txtDate.Text = LatestValuationdate.Date.ToShortDateString();
                    bindgrid(LatestValuationdate);
                }
                //else
                //{
                //    lblMessage.Text = "No valuation done";
                //    trMessage.Visible = true;
                //}

                if (ddlBranch.SelectedValue == "")
                {
                }
            }
        }
コード例 #6
0
        protected void Page_Load(object sender, EventArgs e)
        {
            SessionBo.CheckSession();
            this.Page.Culture = "en-GB";
            advisorVo         = (AdvisorVo)Session["advisorVo"];
            userType          = Session["UserType"].ToString().ToLower();
            rmVo = (RMVo)Session[SessionContents.RmVo];
            rmid = rmVo.RMId;
            trMessage.Visible = false;
            amcCode           = 0;

            SessionBo.CheckSession();
            userVo    = (UserVo)Session["userVo"];
            rmVo      = advisorStaffBo.GetAdvisorStaff(userVo.UserId);
            bmID      = rmVo.RMId;
            AdviserID = advisorVo.advisorId;

            if (!IsPostBack)
            {
                PortfolioBo portfoliobo = new PortfolioBo();
                string      valuedate   = Convert.ToString(portfoliobo.GetLatestValuationDate(advisorVo.advisorId, "MF"));
                hdnValuationDate.Value = valuedate.ToString();
                if (hdnValuationDate.Value == string.Empty)
                {
                    ValuationNotDoneErrorMsg.Visible = true;
                    if (userType == "adviser")
                    {
                        BindBranchDropDown();
                        BindRMDropDown();
                    }
                    else if (userType == "rm")
                    {
                        spnBranch.Visible = false;
                        spnRM.Visible     = false;
                    }
                    else if (userType == "bm")
                    {
                        BindBranchForBMDropDown();
                        BindRMforBranchDropdown(0, bmID, 1);
                    }
                }
                else
                {
                    ValuationNotDoneErrorMsg.Visible = false;

                    if (userType == "rm")
                    {
                        spnBranch.Visible = false;
                        spnRM.Visible     = false;
                    }
                    if (userType == "adviser")
                    {
                        BindBranchDropDown();
                        BindRMDropDown();
                    }
                    if (userType == "bm")
                    {
                        if (!IsPostBack)
                        {
                            BindBranchForBMDropDown();
                            BindRMforBranchDropdown(0, bmID, 1);
                        }
                        hdnbranchId.Value     = "0";
                        hdnbranchHeadId.Value = ddlBranch.SelectedValue;
                        hdnAll.Value          = "2";
                        hdnrmId.Value         = "0";
                        hdnXWise.Value        = "1";
                        if (hdnValuationDate.Value.ToString() != "")
                        {
                            dsMISReport = adviserMISBo.GetMISForBM(int.Parse(hdnrmId.Value.ToString()), int.Parse(hdnbranchId.Value.ToString()), int.Parse(hdnbranchHeadId.Value.ToString()), int.Parse(hdnXWise.Value.ToString()), int.Parse(hdnAll.Value.ToString()), DateTime.Parse(hdnValuationDate.Value.ToString()), amcCode, 0, 1, hdnAMCSearchVal.Value.ToString(), hdnSchemeSearchVal.Value.ToString(), string.Empty, string.Empty, hdnCategoryFilter.Value.ToString(), out count, 0);
                        }
                    }
                }
                if (Request.QueryString["amcCode"] != null)
                {
                    amcCode             = int.Parse(Request.QueryString["amcCode"].ToString());
                    LatestValuationdate = DateTime.Parse(Request.QueryString["latestValuationdate"].ToString());
                }
                else
                {
                    valuedate = Convert.ToString(portfoliobo.GetLatestValuationDate(advisorVo.advisorId, "MF"));
                    hdnValuationDate.Value = valuedate.ToString();
                    if (valuedate != "")
                    {
                        LatestValuationdate = Convert.ToDateTime(valuedate);
                        //Valuation date storing in Hiddenfield For all page Export
                        ValuationDate.Value = LatestValuationdate.ToString();
                    }
                }
                if (LatestValuationdate != DateTime.MinValue)
                {
                    txtDate.Text = LatestValuationdate.Date.ToShortDateString();

                    //txtDate.Text = LatestValuationdate.Date.ToShortDateString();
                    bindgrid(LatestValuationdate, amcCode);
                }
                //else
                //{
                //    lblMessage.Text = "No valuation done";
                //    trMessage.Visible = true;
                //}
                hdnDownloadPageType.Value = "single";
            }

            if (hdnDownloadPageType.Value != "" || hdnDownloadPageType.Value != string.Empty)
            {
                hdnDownloadPageType.Value = "single";
            }
        }
コード例 #7
0
        protected void Page_Load(object sender, EventArgs e)
        {
            SessionBo.CheckSession();
            advisorVo = (AdvisorVo)Session["advisorVo"];
            path      = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());

            if (Session[SessionContents.CurrentUserRole].ToString().ToLower() == "admin" || Session[SessionContents.CurrentUserRole].ToString().ToLower() == "ops")
            {
                userType = "advisor";
            }
            else
            {
                userType = Session[SessionContents.CurrentUserRole].ToString().ToLower();
            }

            advisorId = advisorVo.advisorId;
            PortfolioBo portfoliobo = new PortfolioBo();
            string      valuedate   = Convert.ToString(portfoliobo.GetLatestValuationDate(advisorId, "EQ"));

            hdnValuationDate.Value = valuedate.ToString();
            if (hdnValuationDate.Value == string.Empty)
            {
                if (userType == "advisor")
                {
                    BindBranchDropDown();
                    BindRMDropDown();
                }
                else if (userType == "rm")
                {
                    trBranchRmDpRow.Visible = false;
                }
                else if (userType == "bm")
                {
                    BindBranchForBMDropDown();
                    BindRMforBranchDropdown(0, bmID, 1);
                    trComSecWiseOptions.Visible = true;
                }
            }
            else
            {
                try
                {
                    /* For UserType */
                    advisorVo = (AdvisorVo)Session["advisorVo"];
                    path      = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());

                    if (Session[SessionContents.CurrentUserRole].ToString().ToLower() == "admin" || Session[SessionContents.CurrentUserRole].ToString().ToLower() == "ops")
                    {
                        userType = "advisor";
                    }
                    else
                    {
                        userType = Session[SessionContents.CurrentUserRole].ToString().ToLower();
                    }

                    SessionBo.CheckSession();
                    userVo          = (UserVo)Session["userVo"];
                    rmVo            = advisorStaffBo.GetAdvisorStaff(userVo.UserId);
                    bmID            = rmVo.RMId;
                    gvEQMIS.Visible = false;
                    if (!IsPostBack)
                    {
                        if (valuedate != "")
                        {
                            LatestValuationdate    = Convert.ToDateTime(portfoliobo.GetLatestValuationDate(advisorVo.advisorId, "EQ"));
                            hdnValuationDate.Value = LatestValuationdate.ToString();
                        }
                        if (LatestValuationdate != DateTime.MinValue)
                        {
                            txtEQDate.Text = LatestValuationdate.Date.ToShortDateString();
                        }
                        BindMISTypeDropDown();
                    }

                    dsGetLastTradeDate = customertransactionbo.GetLastTradeDate();
                    DateTime dtLastTradeDate;

                    if (valuedate != "")
                    {
                        LatestValuationdate    = Convert.ToDateTime(portfoliobo.GetLatestValuationDate(advisorVo.advisorId, "EQ"));
                        hdnValuationDate.Value = LatestValuationdate.ToString();
                    }
                    if (LatestValuationdate != DateTime.MinValue)
                    {
                        txtEQDate.Text = LatestValuationdate.Date.ToShortDateString();
                    }


                    if (dsGetLastTradeDate.Tables[0].Rows.Count != 0)
                    {
                        dtLastTradeDate = (DateTime)dsGetLastTradeDate.Tables[0].Rows[0]["WTD_Date"];
                    }

                    //to hide the dropdown selection for mis type for adviser and bm
                }
                catch (BaseApplicationException Ex)
                {
                    throw Ex;
                }
                catch (Exception Ex)
                {
                    BaseApplicationException exBase       = new BaseApplicationException(Ex.Message, Ex);
                    NameValueCollection      FunctionInfo = new NameValueCollection();

                    FunctionInfo.Add("Method", "AddBranch.ascx:PageLoad()");

                    object[] objects = new object[2];
                    objects[0]   = advisorVo;
                    objects[1]   = path;
                    FunctionInfo = exBase.AddObject(FunctionInfo, objects);
                    exBase.AdditionalInformation = FunctionInfo;
                    ExceptionManager.Publish(exBase);
                    throw exBase;
                }
            }
        }