public IList <RiskProfiledReturnMaster> GetAll()
{
try
{
Logger.LogInfo("Get: RiskProfiledReturn process start");
IList <RiskProfiledReturnMaster> lstRiskProfile = new List <RiskProfiledReturnMaster>();
DataTable dtAppConfig = DataBase.DBService.ExecuteCommand(SELECT_ALL);
foreach (DataRow dr in dtAppConfig.Rows)
{
RiskProfiledReturnMaster riskPrfile = convertToRiskProfileObject(dr);
lstRiskProfile.Add(riskPrfile);
}
Logger.LogInfo("Get: RiskProfiledReturn process completed.");
return(lstRiskProfile);
}
catch (Exception ex)
{
StackTrace st = new StackTrace();
StackFrame sf = st.GetFrame(0);
MethodBase currentMethodName = sf.GetMethod();
LogDebug(currentMethodName.Name, ex);
return(null);
}
}
private RiskProfiledReturnMaster convertSelectedRowDataToRiskProfileMastser()
{
RiskProfiledReturnMaster riskPrfile = new RiskProfiledReturnMaster();
if (trvList.SelectedNode.Tag != null)
{
DataRow dr = getSelectedDataRow(int.Parse(trvList.SelectedNode.Tag.ToString()));
if (dr != null)
{
riskPrfile.Id = int.Parse(dr.Field <string>("Id"));
riskPrfile.Name = dr.Field <string>("Name");
riskPrfile.ThresholdYear = int.Parse(dr.Field <string>("ThresholdYear"));
riskPrfile.MaxYear = int.Parse(dr.Field <string>("MaxYear"));
riskPrfile.PreForeingInvestmentRatio = float.Parse(dr["PreForeingInvestmentRatio"].ToString());
riskPrfile.PreEquityInvestmentRatio = float.Parse(dr["PreEquityInvestmentRatio"].ToString());
riskPrfile.PreDebtInvestmentRatio = float.Parse(dr["PreDebtInvestmentRatio"].ToString());
riskPrfile.PostForeingInvestmentRatio = float.Parse(dr["PostForeingInvestmentRatio"].ToString());
riskPrfile.PostEquityInvestmentRatio = float.Parse(dr["PostEquityInvestmentRatio"].ToString());
riskPrfile.PostDebtInvestmentRatio = float.Parse(dr["PostDebtInvestmentRatio"].ToString());
riskPrfile.ForeingInvestmentReturn = float.Parse(dr["ForeingInvestmentReturn"].ToString());
riskPrfile.EquityInvestmentReturn = float.Parse(dr["EquityInvestmentReturn"].ToString());
riskPrfile.DebtInvestmentReturn = float.Parse(dr["DebtInvestmentReturn"].ToString());
riskPrfile.Description = dr.Field <string>("Description");
riskPrfile.UpdatedByUserName = Program.CurrentUser.UserName;
riskPrfile.RiskProfileReturn = new List <RiskProfiledReturn>();
}
}
return(riskPrfile);
}
public void Delete(RiskProfiledReturnMaster riskProfileReturnMaster)
{
try
{
DataBase.DBService.BeginTransaction();
if (riskProfileReturnMaster.RiskProfileReturn != null)
{
DataBase.DBService.ExecuteCommandString(string.Format(DELETE_DETAIL, riskProfileReturnMaster.Id), true);
}
DataBase.DBService.ExecuteCommandString(string.Format(DELETE_MASTER,
riskProfileReturnMaster.Id), true);
Activity.ActivitiesService.Add(ActivityType.DeleteRiskProfiled, EntryStatus.Success,
Source.Server, riskProfileReturnMaster.UpdatedByUserName, riskProfileReturnMaster.Name, riskProfileReturnMaster.MachineName);
DataBase.DBService.CommitTransaction();
}
catch (Exception ex)
{
DataBase.DBService.RollbackTransaction();
StackTrace st = new StackTrace();
StackFrame sf = st.GetFrame(0);
MethodBase currentMethodName = sf.GetMethod();
LogDebug(currentMethodName.Name, ex);
throw ex;
}
}
private RiskProfiledReturnMaster getRiskProfileData()
{
RiskProfiledReturnMaster rpr = new RiskProfiledReturnMaster();
rpr.Id = _riskProfileId;
rpr.Name = txtRiskProfileName.Text;
rpr.Description = txtDescription.Text;
rpr.UpdatedOn = DateTime.Parse(DateTime.Now.ToString("yyyy-MM-dd hh:mm:ss"));
rpr.UpdatedBy = Program.CurrentUser.Id;
rpr.UpdatedByUserName = Program.CurrentUser.UserName;
rpr.MachineName = System.Environment.MachineName;
rpr.RiskProfileReturn = new List <RiskProfiledReturn>();
foreach (DataRow dr in _dtRiskProfileReturn.Rows)
{
RiskProfiledReturn riskProfile = new RiskProfiledReturn();
//riskProfile.Id = dr.Field<int>("ID");
riskProfile.RiskProfileId = rpr.Id;
riskProfile.YearRemaining = int.Parse(dr["YearRemaining"].ToString());
riskProfile.ForeingInvestmentRatio = decimal.Parse(dr["ForeingInvestmentRatio"].ToString());
riskProfile.EquityInvestementRatio = decimal.Parse(dr["EquityInvestementRatio"].ToString());
riskProfile.DebtInvestementRatio = decimal.Parse(dr["DebtInvestementRatio"].ToString());
riskProfile.ForeingInvestementReaturn = decimal.Parse(dr["ForeingInvestementReaturn"].ToString());
riskProfile.EquityInvestementReturn = decimal.Parse(dr["EquityInvestementReturn"].ToString());
riskProfile.DebtInvestementReturn = decimal.Parse(dr["DebtInvestementReturn"].ToString());
rpr.RiskProfileReturn.Add(riskProfile);
}
return(rpr);
}
public frmRiskProfileReturn(RiskProfiledReturnMaster riskProfiledReturnMaster)
{
InitializeComponent();
_riskProfiledReturnMaster = riskProfiledReturnMaster;
loadRiskProfileMasterData();
loadRislProfileReturnDetails();
}
private void btnPersonalDetailSave_Click(object sender, EventArgs e)
{
RiskProfiledReturnMaster riskProfileMaster = new RiskProfiledReturnMaster();
riskProfileMaster = getRiskProfileData();
try
{
FinancialPlanner.Common.JSONSerialization jsonSerialization = new FinancialPlanner.Common.JSONSerialization();
string apiurl = string.Empty;
if (riskProfileMaster.Id == 0)
{
apiurl = Program.WebServiceUrl + "/" + ADD_RISKPROFILE_RETURN;
}
else
{
apiurl = Program.WebServiceUrl + "/" + UPDATE_RISKPROFILE_RETURN;
}
RestAPIExecutor restApiExecutor = new RestAPIExecutor();
var restResult = restApiExecutor.Execute <RiskProfiledReturnMaster>(apiurl, riskProfileMaster, "POST");
MessageBox.Show("Record save successfully.", "Record Saved", MessageBoxButtons.OK, MessageBoxIcon.Information);
}
catch (Exception ex)
{
MessageBox.Show("Unable to save record.", "Error", MessageBoxButtons.OK, MessageBoxIcon.Error);
Logger.LogDebug(ex);
}
}
private void btnShowCalculation_Click(object sender, EventArgs e)
{
if (isValidData())
{
_riskProfiledReturnMaster = getRiskProfileData();
calculateReiskProfileReturnDetails();
}
}
private void cmbRiskProfile_SelectedIndexChanged(object sender, EventArgs e)
{
RiskProfiledReturnMaster rpm = _riskProfileMasters.Find(i => i.Name == cmbRiskProfile.Text);
if (rpm != null)
{
cmbRiskProfile.Tag = rpm.Id;
}
}
//public DataTable GetDefaultRiskProfileReturn()
//{
// setDefaultColumnsForRiskPrifleReturn();
// setDefaultValueBasedonRemainingYears();
// return _dtRiskProfileReturn;
//}
public DataTable GetDefaultRiskProfileReturn(RiskProfiledReturnMaster riskProfiledReturnMaster)
{
if (riskProfiledReturnMaster != null)
{
setDefaultColumnsForRiskPrifleReturn();
generateRiskProfileTable(riskProfiledReturnMaster);
return(_dtRiskProfileReturn);
}
return(null);
}
private void btnEdit_Click(object sender, EventArgs e)
{
if (trvList.SelectedNode != null)
{
RiskProfiledReturnMaster riskProfileMaster = convertSelectedRowDataToRiskProfileMastser();
frmRiskProfileReturn frmriskProfileReturn = new frmRiskProfileReturn(riskProfileMaster);
frmriskProfileReturn.TopLevel = false;
splitContainer.Panel2.Controls.Add(frmriskProfileReturn);
frmriskProfileReturn.Dock = DockStyle.Fill;
frmriskProfileReturn.Show();
}
}
public void Add(RiskProfiledReturnMaster riskProfileReturnMaster)
{
try
{
string value = DataBase.DBService.ExecuteCommandScalar(DUMMY_SELECT);
DataBase.DBService.BeginTransaction();
DataBase.DBService.ExecuteCommandString(string.Format(INSERT_QUERY_MASTER,
riskProfileReturnMaster.Name,
riskProfileReturnMaster.ThresholdYear,
riskProfileReturnMaster.MaxYear,
riskProfileReturnMaster.PreForeingInvestmentRatio,
riskProfileReturnMaster.PreEquityInvestmentRatio,
riskProfileReturnMaster.PreDebtInvestmentRatio,
riskProfileReturnMaster.PostForeingInvestmentRatio,
riskProfileReturnMaster.PostEquityInvestmentRatio,
riskProfileReturnMaster.PostDebtInvestmentRatio,
riskProfileReturnMaster.ForeingInvestmentReturn,
riskProfileReturnMaster.EquityInvestmentReturn,
riskProfileReturnMaster.DebtInvestmentReturn,
riskProfileReturnMaster.Description,
riskProfileReturnMaster.CreatedOn.ToString("yyyy-MM-dd hh:mm:ss"), riskProfileReturnMaster.CreatedBy,
riskProfileReturnMaster.UpdatedOn.ToString("yyyy-MM-dd hh:mm:ss"), riskProfileReturnMaster.UpdatedBy), true);
int riskprofileId = getRiskProfileId(riskProfileReturnMaster.Name, riskProfileReturnMaster.Description);
if (riskProfileReturnMaster.RiskProfileReturn.Count > 0)
{
foreach (RiskProfiledReturn rpr in riskProfileReturnMaster.RiskProfileReturn)
{
DataBase.DBService.ExecuteCommandString(string.Format(INSERT_QUERY_DETAIL,
riskprofileId, rpr.YearRemaining,
rpr.ForeingInvestmentRatio,
rpr.EquityInvestementRatio, rpr.DebtInvestementRatio,
rpr.ForeingInvestementReaturn, rpr.EquityInvestementReturn,
rpr.DebtInvestementReturn, rpr.AverageInvestemetReturn));
}
}
Activity.ActivitiesService.Add(ActivityType.CreateRiskProfiled, EntryStatus.Success,
Source.Server, riskProfileReturnMaster.UpdatedByUserName, riskProfileReturnMaster.Name, riskProfileReturnMaster.MachineName);
DataBase.DBService.CommitTransaction();
}
catch (Exception ex)
{
DataBase.DBService.RollbackTransaction();
StackTrace st = new StackTrace();
StackFrame sf = st.GetFrame(0);
MethodBase currentMethodName = sf.GetMethod();
LogDebug(currentMethodName.Name, ex);
throw ex;
}
}
public Result Delete(RiskProfiledReturnMaster riskProfileReturnMaster)
{
var result = new Result();
try
{
RiskProfiledReturnService riskProfileService = new RiskProfiledReturnService();
riskProfileService.Delete(riskProfileReturnMaster);
result.IsSuccess = true;
}
catch (Exception exception)
{
result.IsSuccess = false;
result.ExceptionInfo = exception;
}
return(result);
}
private RiskProfiledReturnMaster convertSelectedRowDataToRiskProfileMastser()
{
RiskProfiledReturnMaster riskProfileMaster = new RiskProfiledReturnMaster();
if (trvList.SelectedNode.Tag != null)
{
DataRow dr = getSelectedDataRow(int.Parse(trvList.SelectedNode.Tag.ToString()));
if (dr != null)
{
riskProfileMaster.Id = int.Parse(dr.Field <string>("ID"));
riskProfileMaster.Name = dr.Field <string>("Name");
riskProfileMaster.Description = dr.Field <string>("Description");
riskProfileMaster.UpdatedByUserName = Program.CurrentUser.UserName;
}
}
return(riskProfileMaster);
}
private void removeRecord(TreeNode selectedNode)
{
try
{
FinancialPlanner.Common.JSONSerialization jsonSerialization = new FinancialPlanner.Common.JSONSerialization();
RiskProfiledReturnMaster riskProfileMaster = convertSelectedRowDataToRiskProfileMastser();
string apiurl = Program.WebServiceUrl + "/" + DELETE_RISKPROFILE;
RestAPIExecutor restApiExecutor = new RestAPIExecutor();
var restResult = restApiExecutor.Execute <RiskProfiledReturnMaster>(apiurl, riskProfileMaster, "POST");
}
catch (Exception ex)
{
StackTrace st = new StackTrace();
StackFrame sf = st.GetFrame(0);
MethodBase currentMethodName = sf.GetMethod();
LogDebug(currentMethodName.Name, ex);
}
}
private void cmbPlanOption_SelectedIndexChanged(object sender, EventArgs e)
{
var val = _dtOption.Select("NAME ='" + cmbPlanOption.Text + "'");
if (val != null)
{
cmbPlanOption.Tag = int.Parse(val[0][0].ToString());
}
loadRiskProfileData();
RiskProfiledReturnMaster riskProfMaster = _riskProfileMasters.FirstOrDefault(i => i.Id == int.Parse(val[0]["RiskProfileID"].ToString()));
lblRiskProfileVal.Text = riskProfMaster.Name;
lblRiskProfileVal.Tag = riskProfMaster.Id;
_riskProfileId = riskProfMaster.Id;
CashFlow cf = cashFlowService.GetCashFlow(int.Parse(val[0][0].ToString()));
if (cf != null)
{
//txtIncomeTax.Text = cf.IncomeTax.ToString();
//txtIncomeTax.Tag = cf.Id;
dtGridCashFlow.DataSource = null;
btnShowIncomeDetails_Click(sender, e);
//_investmentToGoal = cashFlowService.GetInvestmentToGoalData();
//try
//{
// dtGridCashFlow.Columns["StartYear"].Frozen = true;
// dtGridCashFlow.Columns["EndYear"].Frozen = true;
// dtGridCashFlow.Columns["Total Post Tax Income"].Frozen = true;
// dtGridCashFlow.Columns["Total Annual Expenses"].Frozen = true;
// dtGridCashFlow.Columns["Total Annual Loans"].Frozen = true;
//}
//catch (Exception ex)
//{
//}
}
//else
//{
// txtIncomeTax.Text = "";
// txtIncomeTax.Tag = "0";
//}
}
private void generateRiskProfileTable(RiskProfiledReturnMaster riskProfiledReturnMaster)
{
for (int i = 0; i <= riskProfiledReturnMaster.MaxYear; i++)
{
RiskProfiledReturn riskProfileReturn = new RiskProfiledReturn();
riskProfileReturn.YearRemaining = i;
DataRow drRiskProfRetun = _dtRiskProfileReturn.NewRow();
drRiskProfRetun["YearRemaining"] = riskProfileReturn.YearRemaining;
float foreingInvRatio, foreingInvReturn;
float equityInvRatio, equityInvReturn;
float debtInvRatio, debtInvReturn;
if (riskProfileReturn.YearRemaining <= riskProfiledReturnMaster.ThresholdYear)
{
drRiskProfRetun["ForeingInvestmentRatio"] = riskProfiledReturnMaster.PreForeingInvestmentRatio;
foreingInvRatio = riskProfiledReturnMaster.PreForeingInvestmentRatio;
drRiskProfRetun["EquityInvestementRatio"] = riskProfiledReturnMaster.PreEquityInvestmentRatio;
equityInvRatio = riskProfiledReturnMaster.PreEquityInvestmentRatio;
drRiskProfRetun["DebtInvestementRatio"] = riskProfiledReturnMaster.PreDebtInvestmentRatio;
debtInvRatio = riskProfiledReturnMaster.PreDebtInvestmentRatio;
}
else
{
drRiskProfRetun["ForeingInvestmentRatio"] = riskProfiledReturnMaster.PostForeingInvestmentRatio;
foreingInvRatio = riskProfiledReturnMaster.PostForeingInvestmentRatio;
drRiskProfRetun["EquityInvestementRatio"] = riskProfiledReturnMaster.PostEquityInvestmentRatio;
equityInvRatio = riskProfiledReturnMaster.PostEquityInvestmentRatio;
drRiskProfRetun["DebtInvestementRatio"] = riskProfiledReturnMaster.PostDebtInvestmentRatio;
debtInvRatio = riskProfiledReturnMaster.PostDebtInvestmentRatio;
}
drRiskProfRetun["ForeingInvestementReaturn"] = riskProfiledReturnMaster.ForeingInvestmentReturn;
foreingInvReturn = riskProfiledReturnMaster.ForeingInvestmentReturn;
drRiskProfRetun["EquityInvestementReturn"] = riskProfiledReturnMaster.EquityInvestmentReturn;
equityInvReturn = riskProfiledReturnMaster.EquityInvestmentReturn;
drRiskProfRetun["DebtInvestementReturn"] = riskProfiledReturnMaster.DebtInvestmentReturn;
debtInvReturn = riskProfiledReturnMaster.DebtInvestmentReturn;
drRiskProfRetun["AverageInvestementReturn"] = (((foreingInvRatio * foreingInvReturn) / 100) + ((equityInvRatio * equityInvReturn) / 100) + ((debtInvRatio * debtInvReturn) / 100));
_dtRiskProfileReturn.Rows.Add(drRiskProfRetun);
}
}
private RiskProfiledReturnMaster convertToRiskProfileObject(DataRow dr)
{
RiskProfiledReturnMaster riskPrfile = new RiskProfiledReturnMaster();
riskPrfile.Id = dr.Field <int>("ID");
riskPrfile.Name = dr.Field <string>("Name");
riskPrfile.ThresholdYear = dr.Field <int>("ThresholdYear");
riskPrfile.MaxYear = dr.Field <int>("MaxYear");
riskPrfile.PreForeingInvestmentRatio = float.Parse(dr["PreThreshHoldYearForeingInvestementRatio"].ToString());
riskPrfile.PreEquityInvestmentRatio = float.Parse(dr["PreThreshHoldYearEqutyInvestementRatio"].ToString());
riskPrfile.PreDebtInvestmentRatio = float.Parse(dr["PreThreshHoldYearDebtInvestmentRatio"].ToString());
riskPrfile.PostForeingInvestmentRatio = float.Parse(dr["PostThreshHoldYearForeingInvestementRatio"].ToString());
riskPrfile.PostEquityInvestmentRatio = float.Parse(dr["PostThreshHoldYearEqutyInvestementRatio"].ToString());
riskPrfile.PostDebtInvestmentRatio = float.Parse(dr["PostThreshHoldYearDebtInvestmentRatio"].ToString());
riskPrfile.ForeingInvestmentReturn = float.Parse(dr["ForeingInvestementReaturn"].ToString());
riskPrfile.EquityInvestmentReturn = float.Parse(dr["EquityInvestementReturn"].ToString());
riskPrfile.DebtInvestmentReturn = float.Parse(dr["DebtInvestementReturn"].ToString());
riskPrfile.Description = dr.Field <string>("Description");
return(riskPrfile);
}
