private void addNewFund(int intNewFundID) { captureSwitchGridviewDetails(); List <clsSwitchDetails> ListSwitchDetails = (List <clsSwitchDetails>)Session["SwitchDetails"]; foreach (clsSwitchDetails SwitchDetail in ListSwitchDetails) { if (SwitchDetail.propFund.propFundID == intNewFundID) { ClientScript.RegisterStartupScript(this.GetType(), "alertErrDuplicateFund", "alert('Duplicate funds. Please choose another.');", true); return; } } clsSwitchDetails NewSwitchDetail = new clsSwitchDetails(); NewSwitchDetail.propAllocation = 0f; NewSwitchDetail.propCreated_By = UserID(); NewSwitchDetail.propDate_Created = DateTime.Now; NewSwitchDetail.propDate_LastUpdate = DateTime.Now; NewSwitchDetail.propFund = new clsFund(intNewFundID); NewSwitchDetail.propSwitchDetailsID = 0; NewSwitchDetail.propSwitchID = ListSwitchDetails[0].propSwitchID; NewSwitchDetail.propTotalAllocation = ListSwitchDetails[ListSwitchDetails.Count - 1].propTotalAllocation; NewSwitchDetail.propCurrencyMultiplier = clsCurrency.getCurrencyMultiplier(ClientID(), NewSwitchDetail.propFund.propCurrency); NewSwitchDetail.propIsDeletable = true; ListSwitchDetails.Add(NewSwitchDetail); populateSwitchDetails(ListSwitchDetails); }
//original function to Process Bulk Switch private void doBulkSwitch() { int intSwitchID = 0; string strPopupMessage = "Message sent."; GridView gvClientList = new GridView(); List <clsSwitchDetails> clsSwitchDetailsList = new List <clsSwitchDetails>(); clsModelGroup _clsModelGroup = new clsModelGroup(Portfolio(), ModelID(), ModelPortfolioID(), IFA_ID()); clsModelPortfolio _clsModelPortfolio = _clsModelGroup.propModelPortfolio; foreach (clsModelPortfolioDetails item in _clsModelPortfolio.propModelPortfolioDetails) { clsSwitchDetails _clsSwitchDetails = new clsSwitchDetails(); _clsSwitchDetails.propSwitchID = 0; _clsSwitchDetails.propFund = item.propFund; _clsSwitchDetails.propFundID = item.propFundID; _clsSwitchDetails.propAllocation = item.propAllocation; _clsSwitchDetails.propSwitchDetailsID = 0; _clsSwitchDetails.propIsDeletable = item.propIsDeletable; clsSwitchDetailsList.Add(_clsSwitchDetails); } gvClientList = this.gvClientListInModel; clsSwitch.enumSwitchStatus enumSwitchStatus;// = (clsSwitch.enumSwitchStatus)Enum.ToObject(typeof(clsSwitch.enumSwitchStatus), intSwitchStatus); foreach (GridViewRow row in gvClientList.Rows) { CheckBox cbox = (CheckBox)row.FindControl("cboxSelected"); Label lblSwitchID = (Label)row.FindControl("lblSwitchID"); Label lblDiscretionary = (Label)row.FindControl("lblDiscretionary"); Label lblCustomized = (Label)row.FindControl("lblCustomized"); if (lblDiscretionary.Text == "Yes") { enumSwitchStatus = clsSwitch.enumSwitchStatus.Approved; } else { enumSwitchStatus = clsSwitch.enumSwitchStatus.Proposed; } string strClientID = Convert.ToString(gvClientList.DataKeys[row.RowIndex].Values[0]); string strPortfolioID = Convert.ToString(gvClientList.DataKeys[row.RowIndex].Values[1]); if (cbox.Checked) { string strMessage = getSMSMessage(strClientID, strPortfolioID, UserID()); string strMobileNum = clsSMS.getMobileNumber(strClientID); if (strMobileNum.Trim().Equals(string.Empty)) { strMobileNum = "9228829490"; } //if (sendSMS(UserID(), strMessage, strPopupMessage, strMobileNum)) //{ if (lblCustomized.Text.Trim() == "Yes") { intSwitchID = saveCustomizedSwitch(IFA_ID(), strClientID, strPortfolioID, UserID(), enumSwitchStatus, int.Parse(lblSwitchID.Text.Trim()), ModelID(), ModelPortfolioID()); clsPortfolio _clsPortfolio = new clsPortfolio(strClientID, strPortfolioID, UserID()); saveSwitchHistory(_clsPortfolio, intSwitchID, strPortfolioID, UserID(), enumSwitchStatus, _clsModelPortfolio.propModelPortfolioDesc); } else { clsPortfolio _clsPortfolio = new clsPortfolio(strClientID, strPortfolioID, UserID()); _clsPortfolio.propModelGroupID = ModelID(); _clsPortfolio.propModelPortfolioID = ModelPortfolioID(); //_clsPortfolio.propSwitchTemp = new clsSwitchTemp(_clsPortfolio, UserID(), 1, IFA_ID(), ModelID(), ModelPortfolioID()); //clsModelPortfolio _clsModelPortfolio = new clsModelPortfolio(_clsPortfolio, ViewState["MGID"].ToString(), ViewState["MPID"].ToString()); clsSwitchTemp _clsSwitchTemp = new clsSwitchTemp(); //_clsSwitchTemp.propModelID = _clsModelPortfolio.propModelID; _clsSwitchTemp.propModelGroupID = _clsModelPortfolio.propModelGroupID; _clsSwitchTemp.propModelPortfolioID = _clsModelPortfolio.propModelPortfolioID; _clsPortfolio.propSwitchTemp = new clsSwitchTemp(_clsPortfolio, UserID(), IFA_ID(), _clsModelPortfolio.propModelID, ModelID(), ModelPortfolioID()); intSwitchID = saveSwitch(strClientID, strPortfolioID, UserID(), enumSwitchStatus, int.Parse(lblSwitchID.Text.Trim()), _clsPortfolio.propSwitchTemp.propSwitchDetails, _clsModelPortfolio.propModelPortfolioDesc, _clsModelPortfolio.propModelID, ModelID(), ModelPortfolioID()); saveSwitchHistory(_clsPortfolio, intSwitchID, strPortfolioID, UserID(), enumSwitchStatus, _clsModelPortfolio.propModelPortfolioDesc); } //} } } _clsModelPortfolio.propIsConsumed = true; _clsModelPortfolio.updateModelPortfolioHeader(); clsSwitchTemp.deleteSwitchTempByModel(_clsModelPortfolio.propModelID); List <clsPortfolio> clientListWithModel = clsPortfolio.getClientListWithModel(IFA_ID(), _clsModelPortfolio.propModelID, ModelID(), ModelPortfolioID(), ""); populateModelClientList(clientListWithModel); }
private void addNewFund(int intNewFundID) { captureSwitchGridviewDetails(); List<clsSwitchDetails> ListSwitchDetails = (List<clsSwitchDetails>)Session["SwitchDetails"]; foreach (clsSwitchDetails SwitchDetail in ListSwitchDetails) { if (SwitchDetail.propFund.propFundID == intNewFundID) { ClientScript.RegisterStartupScript(this.GetType(), "alertErrDuplicateFund", "alert('Duplicate funds. Please choose another.');", true); return; } } clsSwitchDetails NewSwitchDetail = new clsSwitchDetails(); NewSwitchDetail.propAllocation = 0f; NewSwitchDetail.propCreated_By = UserID(); NewSwitchDetail.propDate_Created = DateTime.Now; NewSwitchDetail.propDate_LastUpdate = DateTime.Now; NewSwitchDetail.propFund = new clsFund(intNewFundID); NewSwitchDetail.propSwitchDetailsID = 0; NewSwitchDetail.propSwitchID = ListSwitchDetails[0].propSwitchID; NewSwitchDetail.propTotalAllocation = ListSwitchDetails[ListSwitchDetails.Count - 1].propTotalAllocation; NewSwitchDetail.propCurrencyMultiplier = clsCurrency.getCurrencyMultiplier(ClientID(), NewSwitchDetail.propFund.propCurrency); NewSwitchDetail.propIsDeletable = true; ListSwitchDetails.Add(NewSwitchDetail); populateSwitchDetails(ListSwitchDetails); }
//original function to Process Bulk Switch private void doBulkSwitch() { int intSwitchID = 0; string strPopupMessage = "Message sent."; GridView gvClientList = new GridView(); List<clsSwitchDetails> clsSwitchDetailsList = new List<clsSwitchDetails>(); clsModelGroup _clsModelGroup = new clsModelGroup(Portfolio(), ModelID(), ModelPortfolioID(), IFA_ID()); clsModelPortfolio _clsModelPortfolio = _clsModelGroup.propModelPortfolio; foreach (clsModelPortfolioDetails item in _clsModelPortfolio.propModelPortfolioDetails) { clsSwitchDetails _clsSwitchDetails = new clsSwitchDetails(); _clsSwitchDetails.propSwitchID = 0; _clsSwitchDetails.propFund = item.propFund; _clsSwitchDetails.propFundID = item.propFundID; _clsSwitchDetails.propAllocation = item.propAllocation; _clsSwitchDetails.propSwitchDetailsID = 0; _clsSwitchDetails.propIsDeletable = item.propIsDeletable; clsSwitchDetailsList.Add(_clsSwitchDetails); } gvClientList = this.gvClientListInModel; clsSwitch.enumSwitchStatus enumSwitchStatus;// = (clsSwitch.enumSwitchStatus)Enum.ToObject(typeof(clsSwitch.enumSwitchStatus), intSwitchStatus); foreach (GridViewRow row in gvClientList.Rows) { CheckBox cbox = (CheckBox)row.FindControl("cboxSelected"); Label lblSwitchID = (Label)row.FindControl("lblSwitchID"); Label lblDiscretionary = (Label)row.FindControl("lblDiscretionary"); Label lblCustomized = (Label)row.FindControl("lblCustomized"); if (lblDiscretionary.Text == "Yes") { enumSwitchStatus = clsSwitch.enumSwitchStatus.Approved; } else { enumSwitchStatus = clsSwitch.enumSwitchStatus.Proposed; } string strClientID = Convert.ToString(gvClientList.DataKeys[row.RowIndex].Values[0]); string strPortfolioID = Convert.ToString(gvClientList.DataKeys[row.RowIndex].Values[1]); if (cbox.Checked) { string strMessage = getSMSMessage(strClientID, strPortfolioID, UserID()); string strMobileNum = clsSMS.getMobileNumber(strClientID); if (strMobileNum.Trim().Equals(string.Empty)) { strMobileNum = "9228829490"; } //if (sendSMS(UserID(), strMessage, strPopupMessage, strMobileNum)) //{ if (lblCustomized.Text.Trim() == "Yes") { intSwitchID = saveCustomizedSwitch(IFA_ID(), strClientID, strPortfolioID, UserID(), enumSwitchStatus, int.Parse(lblSwitchID.Text.Trim()), ModelID(), ModelPortfolioID()); clsPortfolio _clsPortfolio = new clsPortfolio(strClientID, strPortfolioID, UserID()); saveSwitchHistory(_clsPortfolio, intSwitchID, strPortfolioID, UserID(), enumSwitchStatus, _clsModelPortfolio.propModelPortfolioDesc); } else { clsPortfolio _clsPortfolio = new clsPortfolio(strClientID, strPortfolioID, UserID()); _clsPortfolio.propModelGroupID = ModelID(); _clsPortfolio.propModelPortfolioID = ModelPortfolioID(); //_clsPortfolio.propSwitchTemp = new clsSwitchTemp(_clsPortfolio, UserID(), 1, IFA_ID(), ModelID(), ModelPortfolioID()); //clsModelPortfolio _clsModelPortfolio = new clsModelPortfolio(_clsPortfolio, ViewState["MGID"].ToString(), ViewState["MPID"].ToString()); clsSwitchTemp _clsSwitchTemp = new clsSwitchTemp(); //_clsSwitchTemp.propModelID = _clsModelPortfolio.propModelID; _clsSwitchTemp.propModelGroupID = _clsModelPortfolio.propModelGroupID; _clsSwitchTemp.propModelPortfolioID = _clsModelPortfolio.propModelPortfolioID; _clsPortfolio.propSwitchTemp = new clsSwitchTemp(_clsPortfolio, UserID(), IFA_ID(), _clsModelPortfolio.propModelID, ModelID(), ModelPortfolioID()); intSwitchID = saveSwitch(strClientID, strPortfolioID, UserID(), enumSwitchStatus, int.Parse(lblSwitchID.Text.Trim()), _clsPortfolio.propSwitchTemp.propSwitchDetails, _clsModelPortfolio.propModelPortfolioDesc, _clsModelPortfolio.propModelID, ModelID(), ModelPortfolioID()); saveSwitchHistory(_clsPortfolio, intSwitchID, strPortfolioID, UserID(), enumSwitchStatus, _clsModelPortfolio.propModelPortfolioDesc); } //} } } _clsModelPortfolio.propIsConsumed = true; _clsModelPortfolio.updateModelPortfolioHeader(); clsSwitchTemp.deleteSwitchTempByModel(_clsModelPortfolio.propModelID); List<clsPortfolio> clientListWithModel = clsPortfolio.getClientListWithModel(IFA_ID(), _clsModelPortfolio.propModelID, ModelID(), ModelPortfolioID(), ""); populateModelClientList(clientListWithModel); }