private void Save()
{
CustomerVo customerVo = new CustomerVo();
UserVo userVo = new UserVo();
CustomerBo customerBo = new CustomerBo();
CustomerPortfolioVo customerPortfolioVo = new CustomerPortfolioVo();
List <int> customerIds = new List <int>();
if (Page.IsValid)
{
if (fpuserVo.C_CustomerId == null || fpuserVo.C_CustomerId == 0)
{
customerVo.RmId = 4682;
customerVo.BranchId = 1339;
customerVo.Type = "IND";
customerVo.FirstName = fpuserVo.UserName;
userVo.FirstName = fpuserVo.UserName;
customerVo.Email = fpuserVo.EMail;
customerVo.IsProspect = 1;
customerVo.IsFPClient = 1;
customerVo.IsActive = 1;
customerVo.IsRealInvestor = true;
customerVo.PANNum = fpuserVo.Pan;
customerVo.Mobile1 = fpuserVo.MobileNo;
customerVo.ProspectAddDate = DateTime.Now;
customerVo.Dob = fpuserVo.DOB;
userVo.Email = fpuserVo.EMail;
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolioProspect";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, fpuserVo.UserId);
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
}
if (UpdateCustomerIdInFPUserTable(fpuserVo.UserId, customerIds[1]))
{
divTncSuccess.Visible = true;
}
}
else
{
if (UpdateCustomerIdInFPUserTable(fpuserVo.UserId, fpuserVo.C_CustomerId))
{
divTncSuccess.Visible = true;
}
}
divtnc1.Visible = false;
divtnc2.Visible = false;
divTncSuccess.Visible = true;
}
}
/// <summary>
/// Used to create Parent Customer
/// </summary>
/// <param name="userVo"></param>
/// <param name="rmVo"></param>
/// <param name="createdById"></param>
/// <returns></returns>
protected int CreateCustomerForAddProspect(UserVo userVo, RMVo rmVo, int createdById)
{
customerVo = new CustomerVo();
List <int> customerIds = new List <int>();
customerVo.RmId = rmVo.RMId;
customerVo.Type = "IND";
customerVo.FirstName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastName.Text.ToString();
userVo.FirstName = txtFirstName.Text.ToString();
userVo.MiddleName = txtMiddleName.Text.ToString();
userVo.LastName = txtLastName.Text.ToString();
customerVo.BranchId = int.Parse(ddlPickBranch.SelectedValue);
if (dpDOB.SelectedDate != null)
{
customerVo.Dob = dpDOB.SelectedDate.Value;
}
customerVo.Email = txtEmail.Text;
customerVo.IsProspect = 1;
customerVo.IsFPClient = 1;
Session[SessionContents.FPS_CustomerProspect_CustomerVo] = customerVo;
userVo.Email = txtEmail.Text.ToString();
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolioUnmanaged";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, createdById);
Session["Customer"] = "Customer";
Session[SessionContents.CustomerVo] = customerVo;
Session["customerVo"] = customerVo;
Session["CustomerVo"] = customerVo;
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
}
return(customerIds[1]);
}
/// <summary>
/// Used to Create child customers for AddProspect Screen
/// </summary>
/// <param name="userVo"></param>
/// <param name="rmVo"></param>
/// <param name="createdById"></param>
/// <param name="drChildCustomer"></param>
/// <param name="ParentCustomerId"></param>
protected void CreateCustomerForAddProspect(UserVo userVo, RMVo rmVo, int createdById, DataRow drChildCustomer, int ParentCustomerId)
{
customerVo = new CustomerVo();
customerVo.RmId = rmVo.RMId;
customerVo.Type = "IND";
customerVo.FirstName = drChildCustomer["FirstName"].ToString();
customerVo.MiddleName = drChildCustomer["MiddleName"].ToString();
customerVo.LastName = drChildCustomer["LastName"].ToString();
userVo.FirstName = drChildCustomer["FirstName"].ToString();
customerVo.BranchId = int.Parse(ddlPickBranch.SelectedValue);
if (dpDOB.SelectedDate != null && drChildCustomer["DOB"].ToString() != null && drChildCustomer["DOB"].ToString() != string.Empty)
{
customerVo.Dob = DateTime.Parse(drChildCustomer["DOB"].ToString());
}
customerVo.Email = drChildCustomer["EmailId"].ToString();
customerVo.IsProspect = 1;
customerVo.IsFPClient = 1;
userVo.Email = drChildCustomer["EmailId"].ToString();
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolioUnmanaged";
//Session[SessionContents.CustomerVo] = customerVo;
//Session["customerVo"] = customerVo;
//Session["CustomerVo"] = customerVo;
List <int> customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, createdById);
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = ParentCustomerId;
familyVo.Relationship = drChildCustomer["CustomerRelationship"].ToString();
familyBo.CreateCustomerFamily(familyVo, ParentCustomerId, userVo.UserId);
}
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
List <int> customerIds = null;
try
{
Nullable <DateTime> dt = new DateTime();
customerIds = new List <int>();
lblPanDuplicate.Visible = false;
if (Validation())
{
userVo = new UserVo();
if (rbtnIndividual.Checked)
{
rmVo = (RMVo)Session["rmVo"];
tempUserVo = (UserVo)Session["userVo"];
customerVo.RmId = rmVo.RMId;
customerVo.Type = "IND";
customerVo.FirstName = txtFirstNameCreation.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastNameCreation.Text.ToString();
userVo.FirstName = txtFirstNameCreation.Text.ToString();
userVo.MiddleName = txtMiddleName.Text.ToString();
userVo.LastName = txtLastNameCreation.Text.ToString();
}
else if (rbtnNonIndividual.Checked)
{
rmVo = (RMVo)Session["rmVo"];
tempUserVo = (UserVo)Session["userVo"];
customerVo.RmId = rmVo.RMId;
customerVo.Type = "NIND";
customerVo.CompanyName = txtCompanyName.Text.ToString();
customerVo.LastName = txtCompanyName.Text.ToString();
userVo.LastName = txtCompanyName.Text.ToString();
}
customerVo.BranchId = int.Parse(ddlAdviserBranchList.SelectedValue);
customerVo.SubType = ddlCustomerSubType.SelectedItem.Value;
customerVo.Email = txtEmail.Text.ToString();
customerVo.PANNum = txtPanNumber.Text.ToString();
customerVo.Dob = DateTime.MinValue;
customerVo.RBIApprovalDate = DateTime.MinValue;
customerVo.CommencementDate = DateTime.MinValue;
customerVo.RegistrationDate = DateTime.MinValue;
customerVo.Adr1State = null;
customerVo.Adr2State = null;
customerVo.ProfilingDate = DateTime.Today;
customerVo.UserId = userVo.UserId;
userVo.Email = txtEmail.Text.ToString();
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolio";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, tempUserVo.UserId);
Session["Customer"] = "Customer";
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
//Map folios to the new customer created
bool Mapfolio = MapfoliotoCustomer(customerIds[1]);
if (Mapfolio)
{
divCreateNewCustomer.Visible = false;
lblMessage.Visible = true;
lblMessage.Text = "Customer is mapped";
lblMessage.CssClass = "SuccessMsg";
tblSearch.Visible = false;
reprocess();
}
else
{
lblMessage.Visible = true;
lblMessage.Text = "An error occurred while mapping.";
}
}
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerType.ascx:btnSubmit_Click()");
object[] objects = new object[5];
objects[0] = customerIds;
objects[1] = customerVo;
objects[2] = rmVo;
objects[3] = userVo;
objects[4] = customerPortfolioVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
try
{
if (Validation())
{
rmId = rmVo.RMId;
if (Session["Current_Link"].ToString() == "AdvisorLeftPane")
{
userVo = (UserVo)Session["UserVo"];
txtDateofProfiling.Text = DateTime.Today.Date.ToString();
if (chkdummypan.Checked)
{
customerVo.DummyPAN = 1;
}
else
{
customerVo.DummyPAN = 0;
}
if (chksmsn.Checked)
{
customerVo.ViaSMS = 1;
}
else
{
customerVo.ViaSMS = 0;
}
if (chkmailn.Checked)
{
customerVo.AlertViaEmail = 1;
}
else
{
customerVo.AlertViaEmail = 0;
}
customerVo.ContactFirstName = txtFirstName.Text.ToString();
customerVo.ContactMiddleName = txtMiddleName.Text.ToString();
customerVo.ContactLastName = txtLastName.Text.ToString();
customerVo.CompanyName = txtCompanyName.Text.ToString();
customerVo.FirstName = txtCompanyName.Text.ToString();
customerVo.CustCode = txtCustomerCode.Text.ToString();
//customerVo.Salutation = ddlSalutation.SelectedItem.Value.ToString();
if (txtDateofRegistration.Text != "")
{
customerVo.RegistrationDate = DateTime.Parse(txtDateofRegistration.Text.ToString());
}
else
{
customerVo.RegistrationDate = DateTime.MinValue;
}
if (txtDateofCommencement.Text != "")
{
customerVo.CommencementDate = DateTime.Parse(txtDateofCommencement.Text.ToString());
}
else
{
customerVo.CommencementDate = DateTime.MinValue;
}
if (txtDateofProfiling.Text != "")
{
customerVo.ProfilingDate = DateTime.Parse(txtDateofProfiling.Text.ToString());
}
else
{
customerVo.ProfilingDate = DateTime.MinValue;
}
customerVo.RegistrationPlace = txtRegistrationPlace.Text.ToString();
customerVo.CompanyWebsite = txtCompanyWebsite.Text.ToString();
customerVo.RmId = rmId;
customerVo.PANNum = txtPanNumber.Text.ToString();
customerVo.RegistrationNum = txtRocRegistration.Text.ToString();
customerVo.Adr1Line1 = txtCorrAdrLine1.Text.ToString();
customerVo.Adr1Line2 = txtCorrAdrLine2.Text.ToString();
customerVo.Adr1Line3 = txtCorrAdrLine3.Text.ToString();
customerVo.Adr1PinCode = int.Parse(txtCorrAdrPinCode.Text.ToString());
customerVo.Adr1City = txtCorrAdrCity.Text.ToString();
customerVo.Adr1State = ddlCorrAdrState.SelectedItem.Text.ToString();
customerVo.Adr1Country = ddlCorrAdrCountry.SelectedItem.Value.ToString();
if (chkCorrPerm.Checked)
{
customerVo.Adr2Line1 = txtCorrAdrLine1.Text.ToString();
customerVo.Adr2Line2 = txtCorrAdrLine2.Text.ToString();
customerVo.Adr2Line3 = txtCorrAdrLine3.Text.ToString();
customerVo.Adr2PinCode = int.Parse(txtCorrAdrPinCode.Text.ToString());
customerVo.Adr2City = txtCorrAdrCity.Text.ToString();
customerVo.Adr2State = ddlCorrAdrState.Text.ToString();
customerVo.Adr2Country = ddlCorrAdrCountry.Text.ToString();
}
else
{
customerVo.Adr2Line1 = txtPermAdrLine1.Text.ToString();
customerVo.Adr2Line2 = txtPermAdrLine2.Text.ToString();
customerVo.Adr2Line3 = txtPermAdrLine3.Text.ToString();
customerVo.Adr2PinCode = int.Parse(txtPermAdrPinCode.Text.ToString());
customerVo.Adr2City = txtPermAdrCity.Text.ToString();
customerVo.Adr2State = ddlPermAdrState.Text.ToString();
customerVo.Adr2Country = ddlPermAdrCountry.Text.ToString();
}
customerVo.ResISDCode = int.Parse(txtPhoneNo1Isd.Text.ToString());
customerVo.ResSTDCode = int.Parse(txtPhoneNo1Std.Text.ToString());
customerVo.ResPhoneNum = int.Parse(txtPhoneNo1.Text.ToString());
customerVo.OfcISDCode = int.Parse(txtPhoneNo2Isd.Text.ToString());
customerVo.OfcSTDCode = int.Parse(txtPhoneNo2Std.Text.ToString());
customerVo.OfcPhoneNum = int.Parse(txtPhoneNo2.Text.ToString());
customerVo.Fax = int.Parse(txtFax.Text.ToString());
customerVo.ISDFax = int.Parse(txtFaxIsd.Text.ToString());
customerVo.STDFax = int.Parse(txtFaxStd.Text.ToString());
customerVo.Email = txtEmail.Text.ToString();
customerVo.AltEmail = txtAltEmail.Text;
customerVo.MaritalStatus = null;
Session["Customer"] = "Customer";
// customerBo.CreateCustomer(customerVo, customerVo.RmId,userVo.UserId);
if (Session["customerIds"] != null)
{
List <int> customerIds = new List <int>();
//int customerId = customerIds[1];
customerIds = (List <int>)Session["CustomerIds"];
customerVo.CustomerId = customerIds[1];
customerBo.UpdateCustomer(customerVo, userVo.UserId);
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('AdviserCustomer','none');", true);
// Session.Remove("CustomerIds");
}
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('AdviserCustomer','none');", true);
}
else if (Session["Current_Link"].ToString() == "RMCustomerNonIndividualLeftPane")
{
CustomerVo newCustomerVo = new CustomerVo();
UserVo newUserVo = new UserVo();
newUserVo.FirstName = txtFirstName.Text.ToString();
newUserVo.MiddleName = txtMiddleName.Text.ToString();
newUserVo.LastName = txtLastName.Text.ToString();
newUserVo.Email = txtEmail.Text.ToString();
newUserVo.UserType = "Customer";
customerVo.FirstName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastName.Text.ToString();
if (txtEmail.Text == "")
{
customerVo.Email = txtFirstName.Text.ToString() + "@mail.com";
}
else
{
customerVo.Email = txtEmail.Text.ToString();
}
newCustomerVo.Type = "NIND";
txtDateofProfiling.Text = DateTime.Today.Date.ToString();
if (txtDateofRegistration.Text != "")
{
customerVo.RegistrationDate = DateTime.Parse(txtDateofRegistration.Text.ToString());
}
else
{
customerVo.RegistrationDate = DateTime.MinValue;
}
if (txtDateofCommencement.Text != "")
{
customerVo.CommencementDate = DateTime.Parse(txtDateofCommencement.Text.ToString());
}
else
{
customerVo.CommencementDate = DateTime.MinValue;
}
if (txtDateofProfiling.Text != "")
{
customerVo.ProfilingDate = DateTime.Parse(txtDateofProfiling.Text.ToString());
}
else
{
customerVo.ProfilingDate = DateTime.MinValue;
}
newCustomerVo.FirstName = txtFirstName.Text.ToString();
newCustomerVo.MiddleName = txtMiddleName.Text.ToString();
newCustomerVo.LastName = txtLastName.Text.ToString();
newCustomerVo.CompanyName = txtCompanyName.Text.ToString();
newCustomerVo.CustCode = txtCustomerCode.Text.ToString();
newCustomerVo.Salutation = ddlSalutation.SelectedItem.Value.ToString();
newCustomerVo.RegistrationPlace = txtRegistrationPlace.Text.ToString();
newCustomerVo.CompanyWebsite = txtCompanyWebsite.Text.ToString();
newCustomerVo.RmId = rmId;
newCustomerVo.PANNum = txtPanNumber.Text.ToString();
newCustomerVo.RegistrationNum = txtRocRegistration.Text.ToString();
newCustomerVo.Adr1Line1 = txtCorrAdrLine1.Text.ToString();
newCustomerVo.Adr1Line2 = txtCorrAdrLine2.Text.ToString();
newCustomerVo.Adr1Line3 = txtCorrAdrLine3.Text.ToString();
newCustomerVo.Adr1PinCode = int.Parse(txtCorrAdrPinCode.Text.ToString());
newCustomerVo.Adr1City = txtCorrAdrCity.Text.ToString();
if (ddlCorrAdrState.SelectedIndex != 0)
{
newCustomerVo.Adr1State = ddlCorrAdrState.SelectedItem.Value.ToString();
}
else
{
newCustomerVo.Adr1State = null;
}
newCustomerVo.Adr1Country = ddlCorrAdrCountry.SelectedItem.Value.ToString();
if (chkCorrPerm.Checked)
{
newCustomerVo.Adr2Line1 = txtCorrAdrLine1.Text.ToString();
newCustomerVo.Adr2Line2 = txtCorrAdrLine2.Text.ToString();
newCustomerVo.Adr2Line3 = txtCorrAdrLine3.Text.ToString();
newCustomerVo.Adr2PinCode = int.Parse(txtCorrAdrPinCode.Text.ToString());
newCustomerVo.Adr2City = txtCorrAdrCity.Text.ToString();
if (ddlCorrAdrState.SelectedIndex != 0)
{
newCustomerVo.Adr2State = ddlCorrAdrState.Text.ToString();
}
else
{
newCustomerVo.Adr2State = null;
}
newCustomerVo.Adr2Country = ddlCorrAdrCountry.Text.ToString();
}
else
{
newCustomerVo.Adr2Line1 = txtPermAdrLine1.Text.ToString();
newCustomerVo.Adr2Line2 = txtPermAdrLine2.Text.ToString();
newCustomerVo.Adr2Line3 = txtPermAdrLine3.Text.ToString();
newCustomerVo.Adr2PinCode = int.Parse(txtPermAdrPinCode.Text.ToString());
newCustomerVo.Adr2City = txtPermAdrCity.Text.ToString();
if (ddlPermAdrState.SelectedIndex != 0)
{
newCustomerVo.Adr2State = ddlPermAdrState.Text.ToString();
}
else
{
newCustomerVo.Adr2State = null;
}
newCustomerVo.Adr2Country = ddlPermAdrCountry.Text.ToString();
}
newCustomerVo.ResISDCode = int.Parse(txtPhoneNo1Isd.Text.ToString());
newCustomerVo.ResSTDCode = int.Parse(txtPhoneNo1Std.Text.ToString());
newCustomerVo.ResPhoneNum = int.Parse(txtPhoneNo1.Text.ToString());
newCustomerVo.OfcISDCode = int.Parse(txtPhoneNo2Isd.Text.ToString());
newCustomerVo.OfcSTDCode = int.Parse(txtPhoneNo2Std.Text.ToString());
newCustomerVo.OfcPhoneNum = int.Parse(txtPhoneNo2.Text.ToString());
newCustomerVo.Fax = int.Parse(txtFax.Text.ToString());
newCustomerVo.ISDFax = int.Parse(txtFaxIsd.Text.ToString());
newCustomerVo.STDFax = int.Parse(txtFaxStd.Text.ToString());
newCustomerVo.Email = txtEmail.Text.ToString();
newCustomerVo.AltEmail = txtAltEmail.Text;
newCustomerVo.MaritalStatus = null;
customerPortfolioVo.CustomerId = customerFamilyVo.AssociateCustomerId;
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PMSIdentifier = "";
customerPortfolioVo.PortfolioName = "Default";
List <int> CustomerIds = new List <int>();
CustomerIds = customerBo.CreateCompleteCustomer(newCustomerVo, newUserVo, customerPortfolioVo, userVo.UserId);
customerFamilyVo.AssociateCustomerId = CustomerIds[1];
customerFamilyVo.Relationship = Session["relationship"].ToString();
customerFamilyBo.CreateCustomerFamily(customerFamilyVo, customerVo.CustomerId, userVo.UserId);
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('RMCustomer','none');", true);
}
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerNonIndividualAdd.ascx:btnSubmit_Click()");
object[] objects = new object[4];
objects[0] = rmVo;
objects[1] = rmId;
objects[2] = customerVo;
objects[3] = userVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
try
{
if (Validation())
{
rmVo = (RMVo)Session["rmVo"];
userVo = (UserVo)Session["userVo"];
parentCustomerVo = (CustomerVo)Session["CustomerVo"];
customerVo.RmId = rmVo.RMId;
//customerVo.CustomerId = int.Parse(Session["CustomerId2"].ToString());
//customerVo.UserId = customerBo.GenerateId();
customerVo.FirstName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastName.Text.ToString();
customerVo.BranchId = parentCustomerVo.BranchId;
if (txtDob.Text.ToString() != "")
{
customerVo.Dob = DateTime.Parse(txtDob.Text.ToString());
}
customerVo.PANNum = txtPanNum.Text.ToString();
customerVo.OfcAdrLine1 = txtOfcAdrLine1.Text.ToString();
customerVo.OfcAdrLine2 = txtOfcAdrLine2.Text.ToString();
customerVo.OfcAdrLine3 = txtOfcAdrLine3.Text.ToString();
customerVo.OfcAdrPinCode = int.Parse(txtOfcAdrPinCode.Text.ToString());
customerVo.OfcAdrCity = txtOfcAdrCity.Text.ToString();
customerVo.OfcAdrState = ddlOfcAdrState.Text.ToString();
customerVo.OfcAdrCountry = ddlOfcAdrCountry.Text.ToString();
customerVo.CompanyName = txtOfcCompanyName.Text.ToString();
customerVo.ResISDCode = int.Parse(txtResPhoneNoIsd.Text.ToString());
customerVo.ResSTDCode = int.Parse(txtResPhoneNoStd.Text.ToString());
customerVo.ResPhoneNum = int.Parse(txtResPhoneNo.Text.ToString());
customerVo.OfcISDCode = int.Parse(txtOfcPhoneNoIsd.Text.ToString());
customerVo.OfcSTDCode = int.Parse(txtOfcPhoneNoStd.Text.ToString());
customerVo.OfcPhoneNum = int.Parse(txtOfcPhoneNo.Text.ToString());
customerVo.ISDFax = int.Parse(txtResFaxIsd.Text.ToString());
customerVo.STDFax = int.Parse(txtResFaxStd.Text.ToString());
customerVo.Fax = int.Parse(txtResFax.Text.ToString());
customerVo.OfcISDFax = int.Parse(txtOfcFaxIsd.Text.ToString());
customerVo.OfcSTDFax = int.Parse(txtOfcFaxStd.Text.ToString());
customerVo.OfcFax = int.Parse(txtOfcFax.Text.ToString());
customerVo.Mobile1 = long.Parse(txtMobile1.Text.ToString());
customerVo.Mobile2 = long.Parse(txtMobile2.Text.ToString());
customerVo.Email = txtEmail.Text.ToString();
customerVo.AltEmail = txtAltEmail.Text.ToString();
customerVo.ProfilingDate = DateTime.Today;
if (rbtnIndividual.Checked)
{
customerVo.Type = "IND";
}
else
{
customerVo.Type = "NIND";
}
customerVo.SubType = ddlCustomerSubType.SelectedItem.Value.ToString();
// customerPortfolioVo.CustomerId = customerFamilyVo.AssociateCustomerId;
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PMSIdentifier = "";
customerPortfolioVo.PortfolioName = "MyPortfolio";
newUserVo.FirstName = txtFirstName.Text.ToString();
newUserVo.MiddleName = txtMiddleName.Text.ToString();
newUserVo.LastName = txtLastName.Text.ToString();
newUserVo.UserType = "Customer";
newUserVo.Email = txtEmail.Text;
List <int> CustomerIds = new List <int>();
CustomerIds = customerBo.CreateCompleteCustomer(customerVo, newUserVo, customerPortfolioVo, userVo.UserId);
customerFamilyVo.AssociateCustomerId = CustomerIds[1];
//customerVo.UserId = customerBo.CreateCustomerUser(customerVo, userVo.UserId);
//tempUserVo = userBo.GetUser(customerVo.Email);
//customerVo.UserId = tempUserVo.UserId;
//customerFamilyVo.AssociateCustomerId = customerBo.CreateCustomer(customerVo, customerVo.RmId, userVo.UserId);
customerFamilyVo.Relationship = Session["relationship"].ToString();
customerFamilyBo.CreateCustomerFamily(customerFamilyVo, parentCustomerVo.CustomerId, userVo.UserId);
//portfolioBo.CreateCustomerPortfolio(customerPortfolioVo, userVo.UserId);
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewCustomerFamily','none');", true);
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "FamilyDetailsSpouse.ascx:btnSubmit_Click()");
object[] objects = new object[5];
objects[0] = customerVo;
objects[1] = parentCustomerVo;
objects[2] = userVo;
objects[3] = customerFamilyVo;
objects[4] = rmVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void btnCustomerProfile_Click(object sender, EventArgs e)
{
List <int> customerIds = null;
try
{
if (chkdummypan.Checked)
{
customerVo.DummyPAN = 1;
}
else
{
customerVo.DummyPAN = 0;
}
if (Validation())
{
customerIds = new List <int>();
if (rbtnIndividual.Checked)
{
customerVo.Type = "IND";
customerVo.FirstName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastName.Text.ToString();
if (ddlSalutation.SelectedIndex == 0)
{
customerVo.Salutation = "";
}
else
{
customerVo.Salutation = ddlSalutation.SelectedValue.ToString();
}
userVo.FirstName = txtFirstName.Text.ToString();
userVo.MiddleName = txtMiddleName.Text.ToString();
userVo.LastName = txtLastName.Text.ToString();
}
else if (rbtnNonIndividual.Checked)
{
customerVo.Type = "NIND";
customerVo.FirstName = txtCompanyName.Text.ToString();
customerVo.LastName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
//customerVo.FirstName = txtLastName.Text.ToString();
userVo.LastName = txtCompanyName.Text.ToString();
}
//customerVo.CustomerId = customerBo.GenerateId();
customerVo.BranchId = int.Parse(ddlAdviserBranchList.SelectedValue);
customerVo.SubType = ddlCustomerSubType.SelectedItem.Value;
customerVo.Email = txtEmail.Text.ToString();
customerVo.PANNum = txtPanNumber.Text.ToString();
userVo.Email = txtEmail.Text.ToString();
userVo.UserType = "Customer";
customerVo.Dob = DateTime.MinValue;
if (chkdummypan.Checked)
{
customerVo.DummyPAN = 1;
}
else
{
customerVo.DummyPAN = 0;
}
customerVo.ProfilingDate = DateTime.Today;
customerVo.RBIApprovalDate = DateTime.MinValue;
customerVo.CommencementDate = DateTime.MinValue;
customerVo.RegistrationDate = DateTime.MinValue;
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue.ToString());
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolio";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, tempUserVo.UserId);
Session["customerIds"] = customerIds;
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
}
Session["CustomerVo"] = customerBo.GetCustomer(customerIds[1]);
if (rbtnNonIndividual.Checked)
{
// ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "leftpane", "loadcontrol('CustomerNonIndividualAdd','none');", true);
Response.Redirect("ControlHost.aspx?pageid=CustomerNonIndividualAdd&RmId=" + customerVo.RmId + "", false);
}
else if (rbtnIndividual.Checked)
{
//ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "leftpane", "loadcontrol('CustomerIndividualAdd','none');", true);
Response.Redirect("ControlHost.aspx?pageid=CustomerIndividualAdd&RmId=" + customerVo.RmId + "", false);
}
}
else
{
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerType.ascx:btnCustomerProfile_Click()");
object[] objects = new object[5];
objects[0] = customerPortfolioVo;
objects[1] = customerVo;
objects[2] = rmVo;
objects[3] = userVo;
objects[4] = customerIds;
objects[5] = assetInterest;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
List <int> customerIds = null;
try
{
if (chkdummypan.Checked)
{
customerVo.DummyPAN = 1;
}
else
{
customerVo.DummyPAN = 0;
}
Nullable <DateTime> dt = new DateTime();
customerIds = new List <int>();
lblPanDuplicate.Visible = false;
if (Validation())
{
userVo = new UserVo();
if (rbtnIndividual.Checked)
{
rmVo = (RMVo)Session["rmVo"];
tempUserVo = (UserVo)Session["userVo"];
//customerVo.RmId = rmVo.RMId;
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue.ToString());
customerVo.Type = "IND";
customerVo.FirstName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastName.Text.ToString();
if (ddlSalutation.SelectedIndex == 0)
{
customerVo.Salutation = "";
}
else
{
customerVo.Salutation = ddlSalutation.SelectedValue.ToString();
}
userVo.FirstName = txtFirstName.Text.ToString();
userVo.MiddleName = txtMiddleName.Text.ToString();
userVo.LastName = txtLastName.Text.ToString();
}
else if (rbtnNonIndividual.Checked)
{
rmVo = (RMVo)Session["rmVo"];
tempUserVo = (UserVo)Session["userVo"];
//customerVo.RmId = rmVo.RMId;
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue.ToString());
customerVo.Type = "NIND";
customerVo.CompanyName = txtCompanyName.Text.ToString();
customerVo.FirstName = txtCompanyName.Text.ToString();
userVo.FirstName = txtCompanyName.Text.ToString();
}
customerVo.BranchId = int.Parse(ddlAdviserBranchList.SelectedValue);
//if (chkprospect.Checked)
//{
// customerVo.IsProspect = 1;
//}
//else
//{
// customerVo.IsProspect = 0;
//}
customerVo.SubType = ddlCustomerSubType.SelectedItem.Value;
customerVo.Email = txtEmail.Text.ToString();
customerVo.PANNum = txtPanNumber.Text.ToString();
customerVo.Dob = DateTime.MinValue;
customerVo.RBIApprovalDate = DateTime.MinValue;
customerVo.CommencementDate = DateTime.MinValue;
customerVo.RegistrationDate = DateTime.MinValue;
customerVo.Adr1State = null;
customerVo.Adr2State = null;
customerVo.ProfilingDate = DateTime.Today;
customerVo.UserId = userVo.UserId;
userVo.Email = txtEmail.Text.ToString();
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolio";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, tempUserVo.UserId);
Session["Customer"] = "Customer";
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "leftpane", "loadcontrol('AdviserCustomer','none');", true);
}
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerType.ascx:btnSubmit_Click()");
object[] objects = new object[5];
objects[0] = customerIds;
objects[1] = customerVo;
objects[2] = rmVo;
objects[3] = userVo;
objects[4] = customerPortfolioVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
List <int> customerIds = null;
try
{
if (chkdummypan.Checked)
{
customerVo.DummyPAN = 1;
}
else
{
customerVo.DummyPAN = 0;
}
Nullable <DateTime> dt = new DateTime();
customerIds = new List <int>();
lblPanDuplicate.Visible = false;
if (Validation())
{
lblPanDuplicate.Visible = false;
userVo = new UserVo();
if (rbtnIndividual.Checked)
{
rmVo = (RMVo)Session["rmVo"];
tempUserVo = (UserVo)Session["userVo"];
customerVo.RmId = rmVo.RMId;
if (customerVo.RmId == rmVo.RMId)
{
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue.ToString());
}
else
{
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue);
}
customerVo.Type = "IND";
customerVo.TaxStatusCustomerSubTypeId = Int16.Parse(ddlCustomerSubType.SelectedValue.ToString());
customerVo.CustCode = txtClientCode.Text.Trim();
customerVo.IsRealInvestor = chkRealInvestor.Checked;
customerVo.FirstName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastName.Text.ToString();
if (ddlSalutation.SelectedIndex == 0)
{
customerVo.Salutation = "";
}
else
{
customerVo.Salutation = ddlSalutation.SelectedValue.ToString();
}
userVo.FirstName = txtFirstName.Text.ToString();
userVo.MiddleName = txtMiddleName.Text.ToString();
userVo.LastName = txtLastName.Text.ToString();
}
else if (rbtnNonIndividual.Checked)
{
rmVo = (RMVo)Session["rmVo"];
tempUserVo = (UserVo)Session["userVo"];
//customerVo.RmId = rmVo.RMId;
//customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue.ToString());
if (customerVo.RmId == rmVo.RMId)
{
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue.ToString());
}
else
{
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue);
}
customerVo.Type = "NIND";
customerVo.TaxStatusCustomerSubTypeId = Int16.Parse(ddlCustomerSubType.SelectedValue.ToString());
customerVo.CustCode = txtClientCode.Text.Trim();
customerVo.IsRealInvestor = chkRealInvestor.Checked;
customerVo.CompanyName = txtCompanyName.Text.ToString();
customerVo.FirstName = txtCompanyName.Text.ToString();
userVo.FirstName = txtCompanyName.Text.ToString();
}
if (customerVo.BranchId == rmVo.BranchId)
{
customerVo.BranchId = int.Parse(ddlAdviserBranchList.SelectedValue);
}
else
{
customerVo.BranchId = int.Parse(ddlAdviserBranchList.SelectedValue);
}
//if (chkprospect.Checked)
//{
// customerVo.IsProspect = 1;
//}
//else
//{
// customerVo.IsProspect = 0;
//}
//customerVo.SubType = ddlCustomerSubType.SelectedItem.Value;
customerVo.Email = txtEmail.Text.ToString();
customerVo.PANNum = txtPanNumber.Text.ToString();
if (!string.IsNullOrEmpty(txtMobileNumber.Text.ToString()))
{
customerVo.Mobile1 = Convert.ToInt64(txtMobileNumber.Text.ToString());
}
else
{
customerVo.Mobile1 = 0;
}
customerVo.Dob = DateTime.MinValue;
customerVo.RBIApprovalDate = DateTime.MinValue;
customerVo.CommencementDate = DateTime.MinValue;
customerVo.RegistrationDate = DateTime.MinValue;
customerVo.Adr1State = null;
customerVo.Adr2State = null;
customerVo.ProfilingDate = DateTime.Today;
customerVo.UserId = userVo.UserId;
userVo.Email = txtEmail.Text.ToString();
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolio";
customerVo.ViaSMS = 1;
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, tempUserVo.UserId);
Session["Customer"] = "Customer";
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
if (page == "Entry")
{
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "leftpane", "loadcontrol('OrderEntry','?CustomerId=" + familyVo.CustomerId + " ');", true);
}
else
{
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "MyScript", "alert('Customer Added Successfully!!');", true);
}
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "leftpane", "loadcontrol('AdviserCustomer','none');", true);
//trSumbitSuccess.Visible = true;
MakeReadonlyControls();
if (Request.QueryString["AddMFCustLinkId"] != null)
{
lblPanDuplicate.Visible = false;
MakeReadonlyControls();
Response.Write("<script>alert('Customer has been successfully added');</script>");
Response.Write("<script>window.close();</" + "script>");
}
}
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerType.ascx:btnSubmit_Click()");
object[] objects = new object[5];
objects[0] = customerIds;
objects[1] = customerVo;
objects[2] = rmVo;
objects[3] = userVo;
objects[4] = customerPortfolioVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
//Seventh phase: Profile creation
public bool StdInsertCustomerDetails(int adviserId, int processId, int rmId, int branchId, string xmlPath, out int countCustCreated)
{
bool IsProcessComplete = false;
List <StandardProfileUploadVo> stdNewCustomerList = new List <StandardProfileUploadVo>();
Nullable <DateTime> dt = new DateTime();
StandardProfileUploadVo StandardProfileUploadVo = new StandardProfileUploadVo();
countCustCreated = 0;
DataSet getNewFoliosDs = new DataSet();
DataTable getNewFoliosDt = new DataTable();
userId = advisorStaffBo.GetUserId(rmId);
int lenPhoneNum = 0, lenFaxNum = 0;
string resIsdCode = "", resStdCode = "", resPhoneNum = "", offIsdCode = "", offStdCode = "", offPhoneNum = "";
string resFaxIsdCode = "", resFaxStdCode = "", resFaxNum = "", offFaxIsdCode = "", offFaxStdCode = "", offFaxNum = "";
try
{
stdNewCustomerList = GetProfileNewCustomers(processId);
for (int i = 0; i < stdNewCustomerList.Count; i++)
{
customerVo = new CustomerVo();
userVo = new UserVo();
StandardProfileUploadVo = new StandardProfileUploadVo();
StandardProfileUploadVo = stdNewCustomerList[i];
userVo.FirstName = StandardProfileUploadVo.FirstName;
userVo.MiddleName = StandardProfileUploadVo.MiddleName;
userVo.LastName = StandardProfileUploadVo.LastName;
userVo.Email = StandardProfileUploadVo.Email;
userVo.UserType = "Customer";
customerVo.UserId = userId;
customerVo.RmId = StandardProfileUploadsDao.GetBranchHeadId(branchId);
customerVo.BranchId = branchId;
customerVo.ProcessId = processId;
customerVo.Adr1City = StandardProfileUploadVo.Adr1City;
customerVo.Adr1Line1 = StandardProfileUploadVo.Adr1Line1;
customerVo.Adr1Line2 = StandardProfileUploadVo.Adr1Line2;
customerVo.Adr1Line3 = StandardProfileUploadVo.Adr1Line3;
if (StandardProfileUploadVo.Adr1PinCode != "")
{
customerVo.Adr1PinCode = Int32.Parse(StandardProfileUploadVo.Adr1PinCode);
}
customerVo.Email = StandardProfileUploadVo.Email;
customerVo.FirstName = StandardProfileUploadVo.FirstName;
customerVo.MiddleName = StandardProfileUploadVo.MiddleName;
customerVo.LastName = StandardProfileUploadVo.LastName;
customerVo.Gender = StandardProfileUploadVo.Gender;
customerVo.Salutation = StandardProfileUploadVo.Salutation;
customerVo.Adr1City = StandardProfileUploadVo.Adr1City;
customerVo.Adr1Country = StandardProfileUploadVo.Adr1Country;
customerVo.Adr1State = XMLBo.GetStateCode(xmlPath, StandardProfileUploadVo.Adr1State);
customerVo.Adr2City = StandardProfileUploadVo.Adr2City;
customerVo.Adr2Country = StandardProfileUploadVo.Adr2Country;
customerVo.Adr2Line1 = StandardProfileUploadVo.Adr2Line1;
customerVo.Adr2Line2 = StandardProfileUploadVo.Adr2Line2;
customerVo.Adr2Line3 = StandardProfileUploadVo.Adr2Line3;
if (StandardProfileUploadVo.Adr2PinCode != "")
{
customerVo.Adr2PinCode = Int32.Parse(StandardProfileUploadVo.Adr2PinCode);
}
customerVo.Adr2State = StandardProfileUploadVo.Adr2State;
customerVo.AltEmail = StandardProfileUploadVo.AltEmail;
customerVo.AssignedRM = (customerVo.RmId).ToString();
customerVo.CompanyName = StandardProfileUploadVo.CompanyName;
customerVo.CompanyWebsite = StandardProfileUploadVo.CompanyWebsite;
customerVo.ContactFirstName = StandardProfileUploadVo.ContactGuardianFirstName;
customerVo.ContactMiddleName = StandardProfileUploadVo.ContactGuardianMiddleName;
customerVo.ContactLastName = StandardProfileUploadVo.ContactGuardianLastName;
if (StandardProfileUploadVo.Mobile1 != "")
{
customerVo.Mobile1 = Int64.Parse(StandardProfileUploadVo.Mobile1);
}
if (StandardProfileUploadVo.Mobile2 != "")
{
customerVo.Mobile2 = Int64.Parse(StandardProfileUploadVo.Mobile2);
}
if (StandardProfileUploadVo.Nationality != "")
{
customerVo.Nationality = StandardProfileUploadVo.Nationality;
}
if (StandardProfileUploadVo.Occupation != "")
{
customerVo.Occupation = StandardProfileUploadVo.Occupation;
}
if (StandardProfileUploadVo.MaritalStatus != "")
{
customerVo.MaritalStatus = StandardProfileUploadVo.MaritalStatus;
}
if (StandardProfileUploadVo.Qualification != "")
{
customerVo.Qualification = StandardProfileUploadVo.Qualification;
}
customerVo.IsProspect = StandardProfileUploadVo.IsProspect;
customerVo.OfcAdrCity = StandardProfileUploadVo.OfcAdrCity;
customerVo.OfcAdrCountry = StandardProfileUploadVo.OfcAdrCountry;
customerVo.OfcAdrLine1 = StandardProfileUploadVo.OfcAdrLine1;
customerVo.OfcAdrLine2 = StandardProfileUploadVo.OfcAdrLine2;
customerVo.OfcAdrLine3 = StandardProfileUploadVo.OfcAdrLine3;
if (StandardProfileUploadVo.OfcAdrPinCode != "")
{
customerVo.OfcAdrPinCode = Int32.Parse(StandardProfileUploadVo.OfcAdrPinCode);
}
customerVo.OfcAdrState = StandardProfileUploadVo.OfcAdrState;
if (StandardProfileUploadVo.RBIApprovalDate != "")
{
customerVo.RBIApprovalDate = DateTime.Parse(StandardProfileUploadVo.RBIApprovalDate);
}
customerVo.RBIRefNum = StandardProfileUploadVo.RBIRefNum;
customerVo.RegistrationNum = StandardProfileUploadVo.RegistrationNum;
//customerVo.LoginId = StandardProfileUploadVo.Email;
if (StandardProfileUploadVo.Type != "")
{
customerVo.Type = StandardProfileUploadVo.Type;
}
if (StandardProfileUploadVo.SubType != "")
{
customerVo.SubType = StandardProfileUploadVo.SubType;
}
lenPhoneNum = StandardProfileUploadVo.OfcPhoneNum.Length;
if (lenPhoneNum > 9)
{
if (lenPhoneNum >= 8)
{
offPhoneNum = StandardProfileUploadVo.OfcPhoneNum.Substring(lenPhoneNum - 8, 8);
if (lenPhoneNum >= 11)
{
offStdCode = StandardProfileUploadVo.OfcPhoneNum.Substring(lenPhoneNum - 11, 3);
if (lenPhoneNum >= 12)
{
offIsdCode = StandardProfileUploadVo.OfcPhoneNum.Substring(0, lenPhoneNum - 11);
}
}
else
{
offStdCode = StandardProfileUploadVo.OfcPhoneNum.Substring(0, lenPhoneNum - 8);
}
}
else
{
offPhoneNum = StandardProfileUploadVo.OfcPhoneNum;
}
if (offIsdCode != "")
{
customerVo.OfcISDCode = Int32.Parse(offIsdCode);
}
else
{
customerVo.OfcISDCode = 0;
}
if (offStdCode != "")
{
customerVo.OfcSTDCode = Int32.Parse(offStdCode);
}
else
{
customerVo.OfcSTDCode = 0;
}
if (offPhoneNum != "")
{
customerVo.OfcPhoneNum = Int32.Parse(offPhoneNum);
}
else
{
customerVo.OfcPhoneNum = 0;
}
}
else
{
if (StandardProfileUploadVo.OfcISDCode != "")
{
customerVo.OfcISDCode = Int32.Parse(StandardProfileUploadVo.OfcISDCode);
}
if (StandardProfileUploadVo.OfcSTDCode != "")
{
customerVo.OfcSTDCode = Int32.Parse(StandardProfileUploadVo.OfcSTDCode);
}
if (StandardProfileUploadVo.OfcPhoneNum != "")
{
customerVo.OfcPhoneNum = Int32.Parse(StandardProfileUploadVo.OfcPhoneNum);
}
}
lenPhoneNum = StandardProfileUploadVo.ResPhoneNum.Length;
if (lenPhoneNum > 9)
{
if (lenPhoneNum >= 8)
{
resPhoneNum = StandardProfileUploadVo.ResPhoneNum.Substring(lenPhoneNum - 8, 8);
if (lenPhoneNum >= 11)
{
resStdCode = StandardProfileUploadVo.ResPhoneNum.Substring(lenPhoneNum - 11, 3);
if (lenPhoneNum >= 12)
{
resIsdCode = StandardProfileUploadVo.ResPhoneNum.Substring(0, lenPhoneNum - 11);
}
}
else
{
resStdCode = StandardProfileUploadVo.ResPhoneNum.Substring(0, lenPhoneNum - 8);
}
}
else
{
resPhoneNum = StandardProfileUploadVo.ResPhoneNum;
}
if (resIsdCode != "")
{
customerVo.ResISDCode = Int32.Parse(resIsdCode);
}
else
{
customerVo.ResISDCode = 0;
}
if (resStdCode != "")
{
customerVo.ResSTDCode = Int32.Parse(resStdCode);
}
else
{
customerVo.ResSTDCode = 0;
}
if (resPhoneNum != "")
{
customerVo.ResPhoneNum = Int32.Parse(resPhoneNum);
}
else
{
customerVo.ResPhoneNum = 0;
}
}
else
{
if (StandardProfileUploadVo.ResISDCode != "")
{
customerVo.ResISDCode = Int32.Parse(StandardProfileUploadVo.ResISDCode);
}
if (StandardProfileUploadVo.ResSTDCode != "")
{
customerVo.ResSTDCode = Int32.Parse(StandardProfileUploadVo.ResSTDCode);
}
if (StandardProfileUploadVo.ResPhoneNum != "")
{
customerVo.ResPhoneNum = Int32.Parse(StandardProfileUploadVo.ResPhoneNum);
}
}
lenFaxNum = StandardProfileUploadVo.OfcFax.Length;
if (lenFaxNum > 9)
{
if (lenFaxNum >= 8)
{
offFaxNum = StandardProfileUploadVo.OfcFax.Substring(lenFaxNum - 8, 8);
if (lenFaxNum >= 11)
{
offFaxStdCode = StandardProfileUploadVo.OfcFax.Substring(lenFaxNum - 11, 3);
if (lenFaxNum >= 12)
{
offFaxIsdCode = StandardProfileUploadVo.OfcFax.Substring(0, lenFaxNum - 11);
}
}
else
{
offFaxStdCode = StandardProfileUploadVo.OfcFax.Substring(0, lenFaxNum - 8);
}
}
else
{
offFaxNum = StandardProfileUploadVo.OfcFax;
}
if (offFaxIsdCode != "")
{
customerVo.ISDFax = Int32.Parse(offFaxIsdCode);
}
else
{
customerVo.ISDFax = 0;
}
if (offFaxStdCode != "")
{
customerVo.STDFax = Int32.Parse(offFaxStdCode);
}
else
{
customerVo.STDFax = 0;
}
if (offFaxNum != "")
{
customerVo.Fax = Int32.Parse(offFaxNum);
}
else
{
customerVo.Fax = 0;
}
}
else
{
if (StandardProfileUploadVo.OfcFaxISD != "")
{
customerVo.OfcISDFax = Int32.Parse(StandardProfileUploadVo.OfcFaxISD);
}
if (StandardProfileUploadVo.OfcFaxSTD != "")
{
customerVo.OfcSTDFax = Int32.Parse(StandardProfileUploadVo.OfcFaxSTD);
}
if (StandardProfileUploadVo.OfcFax != "")
{
customerVo.OfcFax = Int32.Parse(StandardProfileUploadVo.OfcFax);
}
}
lenFaxNum = StandardProfileUploadVo.Fax.Length;
if (lenFaxNum > 9)
{
if (lenFaxNum >= 8)
{
resFaxNum = StandardProfileUploadVo.Fax.Substring(lenFaxNum - 8, 8);
if (lenFaxNum >= 11)
{
resFaxStdCode = StandardProfileUploadVo.Fax.Substring(lenFaxNum - 11, 3);
if (lenFaxNum >= 12)
{
resFaxIsdCode = StandardProfileUploadVo.Fax.Substring(0, lenFaxNum - 11);
}
}
else
{
resFaxStdCode = StandardProfileUploadVo.Fax.Substring(0, lenFaxNum - 8);
}
}
else
{
resFaxNum = StandardProfileUploadVo.Fax;
}
if (resFaxIsdCode != "")
{
customerVo.ISDFax = Int32.Parse(resFaxIsdCode);
}
else
{
customerVo.ISDFax = 0;
}
if (offFaxStdCode != "")
{
customerVo.STDFax = Int32.Parse(resFaxStdCode);
}
else
{
customerVo.STDFax = 0;
}
if (offFaxNum != "")
{
customerVo.Fax = Int32.Parse(resFaxNum);
}
else
{
customerVo.Fax = 0;
}
}
else
{
if (StandardProfileUploadVo.ISDFax != "")
{
customerVo.OfcISDFax = Int32.Parse(StandardProfileUploadVo.ISDFax);
}
if (StandardProfileUploadVo.STDFax != "")
{
customerVo.OfcSTDFax = Int32.Parse(StandardProfileUploadVo.STDFax);
}
if (StandardProfileUploadVo.Fax != "")
{
customerVo.OfcFax = Int32.Parse(StandardProfileUploadVo.Fax);
}
}
customerVo.PANNum = StandardProfileUploadVo.PANNum;
customerVo.Password = id.Next(10000, 99999).ToString();
if (StandardProfileUploadVo.DOB != "")
{
customerVo.Dob = DateTime.Parse(StandardProfileUploadVo.DOB);
}
customerVo.ProfilingDate = DateTime.Today;
if (StandardProfileUploadVo.RegistrationDate != "")
{
customerVo.RegistrationDate = DateTime.Parse(StandardProfileUploadVo.RegistrationDate);
}
if (StandardProfileUploadVo.CommencementDate != "")
{
customerVo.CommencementDate = DateTime.Parse(StandardProfileUploadVo.CommencementDate);
}
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolio";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, userId);
//Creating Customer Association
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
}
countCustCreated++;
}
UpdateProfileStagingIsCustomerNew(adviserId, processId, branchId);
IsProcessComplete = true;
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "StandardProfileUploadBo.cs:StdInsertCustomerDetails()");
object[] objects = new object[3];
objects[0] = adviserId;
objects[1] = processId;
objects[2] = rmId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(IsProcessComplete);
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
UserVo newUserVo = new UserVo();
try
{
// if (Validation())
{
this.Page.Culture = "en-GB";
userVo = (UserVo)Session["userVo"];
rmVo = (RMVo)Session["rmVo"];
parentCustomerVo = (CustomerVo)Session["CustomerVo"];
customerVo.RmId = rmVo.RMId;
//customerVo.CustomerId = int.Parse(Session["CustomerId2"].ToString());
if (txtEmail.Text == "")
{
customerVo.Email = txtFirstName.Text.ToString() + "@mail.com";
}
else
{
customerVo.Email = txtEmail.Text.ToString();
}
//customerVo.UserId = customerBo.GenerateId();
customerVo.FirstName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastName.Text.ToString();
customerVo.BranchId = parentCustomerVo.BranchId;
newUserVo.FirstName = txtFirstName.Text.ToString();
newUserVo.MiddleName = txtMiddleName.Text.ToString();
newUserVo.LastName = txtLastName.Text.ToString();
newUserVo.Email = txtEmail.Text.ToString();
newUserVo.UserType = "Customer";
if (txtDob.Text.ToString() != "")
{
customerVo.Dob = DateTime.Parse(txtDob.Text.ToString());
}
customerVo.ProfilingDate = DateTime.Today;
if (rbtnIndividual.Checked)
{
customerVo.Type = "IND";
}
else
{
customerVo.Type = "NIND";
}
customerVo.SubType = ddlCustomerSubType.SelectedItem.Value.ToString();
//userVo.UserId = customerVo.UserId;
customerPortfolioVo.CustomerId = customerFamilyVo.AssociateCustomerId;
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PMSIdentifier = "";
customerPortfolioVo.PortfolioName = "MyPortfolio";
List <int> CustomerIds = new List <int>();
CustomerIds = customerBo.CreateCompleteCustomer(customerVo, newUserVo, customerPortfolioVo, userVo.UserId);
customerFamilyVo.AssociateCustomerId = CustomerIds[1];
customerFamilyVo.Relationship = Session["relationship"].ToString();
customerFamilyBo.CreateCustomerFamily(customerFamilyVo, parentCustomerVo.CustomerId, userVo.UserId);
txtDob_CompareValidator.ValueToCompare = DateTime.Now.ToString("dd/MM/yyyy");
//portfolioBo.CreateCustomerPortfolio(customerPortfolioVo, userVo.UserId);
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewCustomerFamily','none');", true);
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "FamilyDetailsChild.ascx:btnSubmit_Click()");
object[] objects = new object[5];
objects[0] = customerVo;
objects[1] = customerFamilyVo;
objects[2] = userVo;
objects[3] = rmVo;
objects[4] = parentCustomerVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}