/// <summary>
///
/// </summary>
/// <param name="advisorLOBVo"></param>
/// <param name="adviserId"></param>
/// <param name="userId"></param>
/// <returns></returns>
public bool UpdateLOB(AdvisorLOBVo advisorLOBVo, int adviserId, int userId)
{
bool bResult = false;
AdvisorLOBDao advisorLOBDao = new AdvisorLOBDao();
try
{
bResult = advisorLOBDao.UpdateLOB(advisorLOBVo, adviserId, userId);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "AdvisorLOBBo.cs:updateLOB()");
object[] objects = new object[1];
objects[0] = advisorLOBVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(bResult);
}
/// <summary>
///
/// </summary>
/// <param name="LOBId"></param>
/// <returns></returns>
public AdvisorLOBVo GetLOB(int LOBId)
{
AdvisorLOBDao advisorLOBDao = new AdvisorLOBDao();
AdvisorLOBVo advisorLOBVo = new AdvisorLOBVo();
try
{
advisorLOBVo = advisorLOBDao.GetLOB(LOBId);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "AdvisorLOBBo.cs:getLOB()");
object[] objects = new object[1];
objects[0] = LOBId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(advisorLOBVo);
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
SessionBo.CheckSession();
path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
LOBId = int.Parse(Session["LOBId"].ToString());
advisorLOBVo = advisorLOBBo.GetLOB(LOBId);
lblBtype.Text = XMLBo.GetLOBType(path, advisorLOBVo.LOBClassificationCode.ToString());
lblIdentifier.Text = advisorLOBVo.Identifier.ToString();
lblLicenseNumber.Text = advisorLOBVo.LicenseNumber.ToString();
lblOrgname.Text = advisorLOBVo.OrganizationName.ToString();
lblValiditydate.Text = advisorLOBVo.ValidityDate.ToShortDateString().ToString();
if (advisorLOBVo.LOBClassificationCode == "LMIT" || advisorLOBVo.LOBClassificationCode == "LESC" || advisorLOBVo.LOBClassificationCode == "LERC" || advisorLOBVo.LOBClassificationCode == "LEBC")
{
lblLicenseNo.Visible = false;
lblLicenseNumber.Visible = false;
}
if (advisorLOBVo.LOBClassificationCode == "LMIT")
{
lblValidity.Visible = true;
lblValidity.Visible = true;
}
else
{
lblValidity.Visible = false;
lblValiditydate.Visible = false;
DateTime mydate = new DateTime(DateTime.Today.Year, 1, 1);
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "ViewLOBDetails.ascx:Page_Load()");
object[] objects = new object[3];
objects[1] = advisorLOBVo;
objects[2] = LOBId;
objects[3] = path;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void ddlCategory_SelectedIndexChanged(object sender, EventArgs e)
{
DropDownList ddlCategory = GetCategoryDDL();
List <AdvisorVo> advisorvolist = new List <AdvisorVo>();
string rm = "";
DataTable dtAdvisor = new DataTable();
DataRow drAdvisor;
DataTable dt = new DataTable();
DataSet ds = new DataSet();
AdvisorLOBVo advisorlobvo = new AdvisorLOBVo();
if (ddlCategory != null)
{
if (ddlCategory.SelectedIndex != 0)
{ // Bind the Grid with Only Selected Values
advisorvolist = advisormaintanancebo.GetAdviserList();
lblTotalRows.Text = hdnCount.Value = count.ToString();
if (ddlCategory.SelectedIndex == 1)
{
ShowAdvisor("");
}
else
{
hdnCategory.Value = ddlCategory.SelectedItem.Text.ToString();
ShowAdvisor(hdnCategory.Value);
}
}
else
{ // Bind the Grid with Only All Values
hdnCategory.Value = "";
}
//BindGridView(customerId, mypager.CurrentPage, 0, DateTime.Parse(txtFromTran.Text), DateTime.Parse(txtToTran.Text));
}
}
public bool UpdateLOB(AdvisorLOBVo advisorLOBVo, int adviserId, int userId)
{
bool bResult = false;
Database db;
DbCommand updateLOBCmd;
try
{
db = DatabaseFactory.CreateDatabase("wealtherp");
updateLOBCmd = db.GetStoredProcCommand("SP_UpdateLOB");
db.AddInParameter(updateLOBCmd, "@AL_LOBId", DbType.Int32, advisorLOBVo.LOBId);
db.AddInParameter(updateLOBCmd, "@A_AdviserId", DbType.Int32, advisorLOBVo.AdviserId);
db.AddInParameter(updateLOBCmd, "@AL_OrgName", DbType.String, advisorLOBVo.OrganizationName);
db.AddInParameter(updateLOBCmd, "@AL_Identifier", DbType.String, advisorLOBVo.Identifier);
db.AddInParameter(updateLOBCmd, "@XALC_LOBClassificationCode", DbType.String, advisorLOBVo.LOBClassificationCode);
if (advisorLOBVo.IdentifierTypeCode == "")
{
db.AddInParameter(updateLOBCmd, "@XALIT_IdentifierTypeCode", DbType.String, DBNull.Value);
}
else
{
db.AddInParameter(updateLOBCmd, "@XALIT_IdentifierTypeCode", DbType.String, advisorLOBVo.IdentifierTypeCode);
}
db.AddInParameter(updateLOBCmd, "@AL_LicenseNo", DbType.String, advisorLOBVo.LicenseNumber);
if (advisorLOBVo.BrokerCode == "")
{
db.AddInParameter(updateLOBCmd, "@XB_BrokerCode", DbType.String, DBNull.Value);
}
else
{
db.AddInParameter(updateLOBCmd, "@XB_BrokerCode", DbType.String, advisorLOBVo.BrokerCode);
}
if (advisorLOBVo.ValidityDate != DateTime.MinValue)
{
db.AddInParameter(updateLOBCmd, "@AL_Validity", DbType.DateTime, advisorLOBVo.ValidityDate);
}
else
{
db.AddInParameter(updateLOBCmd, "@AL_Validity", DbType.DateTime, DBNull.Value);
}
db.AddInParameter(updateLOBCmd, "@AL_ModifiedBy", DbType.Int32, userId);
db.AddInParameter(updateLOBCmd, "@AL_ModifiedOn", DbType.DateTime, DateTime.Today);
db.AddInParameter(updateLOBCmd, "@XALAT_AgentTypeCode", DbType.String, advisorLOBVo.AgentType);
db.AddInParameter(updateLOBCmd, "@AL_AgentNo", DbType.String, advisorLOBVo.AgentNum);
db.AddInParameter(updateLOBCmd, "@AL_TargetAccounts", DbType.Double, advisorLOBVo.TargetAccount);
db.AddInParameter(updateLOBCmd, "@AL_TargetAmount", DbType.Double, advisorLOBVo.TargetAmount);
db.AddInParameter(updateLOBCmd, "@AL_TargetPremiumAmount", DbType.Double, advisorLOBVo.TargetPremiumAmount);
if (db.ExecuteNonQuery(updateLOBCmd) != 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", "AdvisorLOBDao.cs:UpdateLOB()");
object[] objects = new object[1];
objects[0] = advisorLOBVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(bResult);
}
public DataSet GetAdvisorLOBs(int advisorId, string NameFilter, string BusinessTypeFilter)
{
List <AdvisorLOBVo> advisorLOBList = new List <AdvisorLOBVo>();
AdvisorLOBVo advisorLOBVo;
Database db;
DbCommand getAdvisorLOBCmd;
DataSet getAdvisorLOBDs;
try
{
db = DatabaseFactory.CreateDatabase("wealtherp");
getAdvisorLOBCmd = db.GetStoredProcCommand("SP_GetAdviserLOB");
db.AddInParameter(getAdvisorLOBCmd, "@A_AdviserId", DbType.Int32, advisorId);
getAdvisorLOBDs = db.ExecuteDataSet(getAdvisorLOBCmd);
foreach (DataRow dr in getAdvisorLOBDs.Tables[0].Rows)
{
advisorLOBVo = new AdvisorLOBVo();
advisorLOBVo.LOBId = int.Parse(dr["AL_LOBId"].ToString());
advisorLOBVo.OrganizationName = dr["AL_OrgName"].ToString();
advisorLOBVo.LicenseNumber = dr["AL_LicenseNo"].ToString();
advisorLOBVo.AdviserId = advisorId;//Int32.Parse(dr["A_AdviserId"].ToString());
if (dr["AL_Validity"].ToString() != string.Empty && dr["AL_Validity"].ToString() != null)
{
advisorLOBVo.ValidityDate = DateTime.Parse(dr["AL_Validity"].ToString());
}
advisorLOBVo.LOBClassificationCode = dr["XALC_LOBClassificationCode"].ToString();
advisorLOBVo.IdentifierTypeCode = dr["XALIT_IdentifierTypeCode"].ToString();
advisorLOBVo.Identifier = dr["AL_Identifier"].ToString();
advisorLOBVo.BrokerCode = dr["XB_BrokerCode"].ToString();
advisorLOBVo.AgentType = dr["XALAT_AgentTypeCode"].ToString();
advisorLOBVo.AgentNum = dr["AL_AgentNo"].ToString();
if (dr["AL_TargetAccounts"].ToString() != string.Empty)
{
advisorLOBVo.TargetAccount = float.Parse(dr["AL_TargetAccounts"].ToString());
}
if (dr["AL_TargetAmount"].ToString() != string.Empty)
{
advisorLOBVo.TargetAmount = double.Parse(dr["AL_TargetAmount"].ToString());
}
if (dr["AL_TargetPremiumAmount"].ToString() != string.Empty)
{
advisorLOBVo.TargetPremiumAmount = double.Parse(dr["AL_TargetPremiumAmount"].ToString());
}
if (dr["AL_IsDependent"].ToString() != string.Empty)
{
advisorLOBVo.IsDependent = Int16.Parse(dr["AL_IsDependent"].ToString());
}
advisorLOBList.Add(advisorLOBVo);
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "AdvisorLOBDao.cs:GetAdvisorLOBs()");
object[] objects = new object[1];
objects[0] = advisorId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(getAdvisorLOBDs);
}
private void ShowAdvisor(string filterexpression)
{
string rm = "";
DataTable dtAdvisor = new DataTable();
DataRow drAdvisor;
DataTable dt = new DataTable();
DataSet ds = new DataSet();
List <AdvisorVo> advisorvolist = new List <AdvisorVo>();
AdvisorLOBVo advisorlobvo = new AdvisorLOBVo();
int count = 0;
try
{
advisorvolist = advisormaintanancebo.GetAdviserListWithPager(mypager.CurrentPage, out count, hdnSort.Value, filterexpression);
Session["IFFAdvisorVoList"] = advisorvolist;
lblTotalRows.Text = hdnCount.Value = count.ToString();
if (advisorvolist.Count != 0)
{
ErrorMessage.Visible = false;
dtAdvisor.Columns.Add("AdviserId");
dtAdvisor.Columns.Add("UserId");
dtAdvisor.Columns.Add("IFFName");
//dtAdvisorStaff.Columns.Add("RM Main Branch");
dtAdvisor.Columns.Add("Category");
dtAdvisor.Columns.Add("IFFAddress");
dtAdvisor.Columns.Add("IFFCity");
dtAdvisor.Columns.Add("IFFContactPerson");
dtAdvisor.Columns.Add("IFFMobileNumber");
dtAdvisor.Columns.Add("IFFEmailId");
dtAdvisor.Columns.Add("imgIFFComodities");
dtAdvisor.Columns.Add("imgIFFLiabilities");
dtAdvisor.Columns.Add("imgIFFEquity");
dtAdvisor.Columns.Add("imgIFFFixedIncome");
dtAdvisor.Columns.Add("imgIFFInsurance");
dtAdvisor.Columns.Add("imgIFFMutualfund");
dtAdvisor.Columns.Add("imgIFFPMS");
dtAdvisor.Columns.Add("imgIFFPostalSavings");
dtAdvisor.Columns.Add("imgIFFRealEstate");
dtAdvisor.Columns.Add("imgIFFIsActive");
DataRow dr;
for (int i = 0; i < advisorvolist.Count; i++)
{
advisorVo = advisorvolist[i];
drAdvisor = dtAdvisor.NewRow();
//dr = dt.Rows[i];
rmVo = new RMVo();
drAdvisor[0] = advisorVo.advisorId;
drAdvisor[1] = advisorVo.UserId;
drAdvisor[2] = advisorVo.OrganizationName;
drAdvisor[3] = advisorVo.Category;
drAdvisor[4] = advisorVo.AddressLine3;
drAdvisor[5] = advisorVo.City;
drAdvisor[6] = advisorVo.ContactPersonFirstName;
drAdvisor[7] = advisorVo.MobileNumber;
drAdvisor[8] = advisorVo.Email;
drAdvisor[9] = "";
drAdvisor[10] = "";
drAdvisor[11] = "";
drAdvisor[12] = "";
drAdvisor[13] = "";
drAdvisor[14] = "";
drAdvisor[15] = "";
drAdvisor[16] = "";
drAdvisor[17] = "";
drAdvisor[18] = "";
for (int j = 0; j < advisorVo.AdvisorLOBVoList.Count; j++)
{
advisorlobvo = advisorVo.AdvisorLOBVoList[j];
if (advisorlobvo.LOBClassificationType == "Commodities")
{
if (advisorlobvo.IsDependent == 1)
{
drAdvisor[9] = "DE";
}
else
{
drAdvisor[9] = "IN";
}
}
else if (advisorlobvo.LOBClassificationType == "Liabilities:DirectSaleProducts")
{
if (advisorlobvo.IsDependent == 1)
{
drAdvisor[10] = "DE";
}
else
{
drAdvisor[10] = "IN";
}
}
else if (advisorlobvo.LOBClassificationType == "Equity")
{
if (advisorlobvo.IsDependent == 1)
{
drAdvisor[11] = "DE";
}
else
{
drAdvisor[11] = "IN";
}
}
else if (advisorlobvo.LOBClassificationType == "Fixed Income")
{
if (advisorlobvo.IsDependent == 1)
{
drAdvisor[12] = "DE";
}
else
{
drAdvisor[12] = "IN";
}
}
else if (advisorlobvo.LOBClassificationType == "Insurance")
{
if (advisorlobvo.IsDependent == 1)
{
drAdvisor[13] = "DE";
}
else
{
drAdvisor[13] = "IN";
}
}
else if (advisorlobvo.LOBClassificationType == "Mutual Fund")
{
if (advisorlobvo.IsDependent == 1)
{
drAdvisor[14] = "DE";
}
else
{
drAdvisor[14] = "IN";
}
}
else if (advisorlobvo.LOBClassificationType == "PMS")
{
if (advisorlobvo.IsDependent == 1)
{
drAdvisor[15] = "DE";
}
else
{
drAdvisor[15] = "IN";
}
}
else if (advisorlobvo.LOBClassificationType == "Postal Savings")
{
if (advisorlobvo.IsDependent == 1)
{
drAdvisor[16] = "DE";
}
else
{
drAdvisor[16] = "IN";
}
}
else if (advisorlobvo.LOBClassificationType == "Real Estate")
{
if (advisorlobvo.IsDependent == 1)
{
drAdvisor[17] = "DE";
}
else
{
drAdvisor[17] = "IN";
}
}
}
if (advisorVo.IsActive == 1)
{
drAdvisor[18] = "Y";
}
else
{
drAdvisor[18] = "N";
}
dtAdvisor.Rows.Add(drAdvisor);
}
gvAdvisorList.DataSource = dtAdvisor;
gvAdvisorList.DataBind();
this.GetPageCount();
}
else
{
gvAdvisorList.DataSource = null;
gvAdvisorList.DataBind();
DivPager.Visible = false;
lblCurrentPage.Visible = false;
lblTotalRows.Visible = false;
ErrorMessage.Visible = true;
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "ViewRM.ascx.cs:ShowRM()");
object[] objects = new object[3];
objects[0] = advisorVo;
objects[1] = rm;
objects[2] = rmList;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
public void setAdvisorLOB()
{
advisorVo = (AdvisorVo)Session["advisorVo"];
AdvisorLOBBo advisorLOBBo = new AdvisorLOBBo();
DataSet dsAdvisorLOBList = null;
AdvisorLOBVo advisorLOBVo = null;
string path;
try
{
path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
dsAdvisorLOBList = advisorLOBBo.GetAdvisorLOBs(advisorVo.advisorId, null, null);
//DataTable dtAdvisorLOB = new DataTable();
//dtAdvisorLOB.Columns.Add("SI.No");
//dtAdvisorLOB.Columns.Add("Organization Name");
//dtAdvisorLOB.Columns.Add("Business Type");
//DataRow drAdvisorLOB;
//for (int i = 0; i < dsAdvisorLOBList.Count; i++)
//{
// drAdvisorLOB = dtAdvisorLOB.NewRow();
// advisorLOBVo = new AdvisorLOBVo();
// advisorLOBVo = dsAdvisorLOBList[i];
// drAdvisorLOB[0] = (i + 1).ToString();
// drAdvisorLOB[1] = advisorLOBVo.OrganizationName.ToString();
// drAdvisorLOB[2] = XMLBo.GetLOBType(path, advisorLOBVo.LOBClassificationCode.ToString());
// dtAdvisorLOB.Rows.Add(drAdvisorLOB);
//}
if (dsAdvisorLOBList.Tables[0].Rows.Count > 0)
{
gvAdvisorLOB.DataSource = dsAdvisorLOBList.Tables[0];
gvAdvisorLOB.DataBind();
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "AdvisorDashBoard.ascx:setAdvisorLOB()");
object[] objects = new object[4];
objects[0] = advisorLOBBo;
objects[1] = dsAdvisorLOBList;
objects[2] = advisorVo;
objects[3] = advisorLOBVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
