private void SavePortfolioDetails()
{
newCustomerPortfolioVo = new CustomerPortfolioVo();
try
{
if (txtCustomerId.Value != string.Empty)
{
customerId = int.Parse(txtCustomerId.Value);
}
newCustomerPortfolioVo.CustomerId = customerId;
newCustomerPortfolioVo.IsMainPortfolio = 0;
newCustomerPortfolioVo.PMSIdentifier = txtPMSIdentifier.Text;
newCustomerPortfolioVo.PortfolioName = txtPortfolioName.Text;
newCustomerPortfolioVo.PortfolioTypeCode = ddlPortfolioType.SelectedValue;
portfolioBo.CreateCustomerPortfolio(newCustomerPortfolioVo, rmVo.UserId);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "GroupAccountSetup.ascx:SavePortfolioDetails()");
object[] objects = new object[0];
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
/// <summary>
/// Used to Create Complete Customer Details
/// </summary>
/// <param name="customerVo"></param>
/// <param name="userVo"></param>
/// <param name="customerPortfolioVo"></param>
/// <param name="userId"></param>
/// <returns></returns>
public List <int> CreateCompleteCustomer(CustomerVo customerVo, UserVo userVo, CustomerPortfolioVo customerPortfolioVo, int userId)
{
List <int> customerIds = new List <int>();
CustomerDao customerDao = new CustomerDao();
try
{
customerIds = customerDao.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, userId);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerBo.cs:CreateCompleteCustomer()");
object[] objects = new object[4];
objects[0] = customerVo;
objects[1] = userVo;
objects[2] = customerPortfolioVo;
objects[3] = userId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(customerIds);
}
public CustomerPortfolioVo GetCustomerDefaultPortfolio1(int customerId, string portfolio)
{
CustomerPortfolioVo customerPortfolioVo = new CustomerPortfolioVo();
PortfolioDao portfolioDao = new PortfolioDao();
try
{
customerPortfolioVo = portfolioDao.GetCustomerDefaultPortfolio1(customerId, portfolio);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "PortfolioBo.cs:GetCustomerDefaultPortfolio()");
object[] objects = new object[1];
objects[0] = customerId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(customerPortfolioVo);
}
public bool UpdateCustomerPortfolio(CustomerPortfolioVo customerPortfolioVo, int userId)
{
bool bResult = false;
PortfolioDao portfolioDao = new PortfolioDao();
try
{
bResult = portfolioDao.UpdateCustomerPortfolio(customerPortfolioVo, userId);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "PortfolioBo.cs:UpdateCustomerPortfolio()");
object[] objects = new object[2];
objects[0] = customerPortfolioVo;
objects[1] = userId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(bResult);
}
protected void Page_Load(object sender, EventArgs e)
{
rmvo = (RMVo)Session["rmvo"];
customerportfoliovo = (CustomerPortfolioVo)Session["customerPortfolioVo"];
if (Session["DematDetailsView"].ToString() == "View")
{
lblTitle.Text = "View Demat Account";
# region View Section
txtBeneficiaryAcctNbr.Enabled = false;
rbtnYes.Enabled = false;
rbtnNo.Enabled = false;
txtDpClientId.Enabled = false;
txtDPId.Enabled = false;
txtDpName.Enabled = false;
ddlModeOfHolding.Enabled = false;
txtBeneficiaryAcctNbr.Enabled = false;
gvPickJointHolder.Enabled = false;
gvPickNominee.Enabled = false;
lstAvailableTrades.Enabled = false;
lstAssocaitedTrades.Enabled = false;
addBranch.Disabled = true;
deleteBranch.Disabled = true;
txtAccountOpeningDate.Enabled = false;
btnSubmit.Visible = false;
lbtnBackButton.Visible = true;
ViewEditMode();
# endregion
}
protected void ddlTradeAccountNos_SelectedIndexChanged(object sender, EventArgs e)
{
if (ddlTradeAccountNos.SelectedValue != "-1")
{
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
CustomerAccountsVo customerAccountsVo = new CustomerAccountsVo();
CustomerPortfolioVo customerPortfolioVo = new CustomerPortfolioVo();
PortfolioBo portfolioBo = new PortfolioBo();
CustomerVo customerVo = customerBo.GetCustomer(Convert.ToInt32(txtParentCustomerId.Value));
customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerVo.CustomerId);
customerAccountsVo = customerTransactionBo.GetCustomerEQAccountDetails(int.Parse(ddlTradeAccountNos.SelectedValue.ToString()), customerPortfolioVo.PortfolioId);
if (rdoDelivery.Checked)
{
hidBrokerRate.Value = customerAccountsVo.BrokerageDeliveryPercentage.ToString();
}
else
{
hidBrokerRate.Value = customerAccountsVo.BrokerageSpeculativePercentage.ToString();
}
hidOtherCharges.Value = customerAccountsVo.OtherCharges.ToString();
}
else
{
hidBrokerRate.Value = "0";
hidOtherCharges.Value = "0";
}
}
public List <CustomerPortfolioVo> GetCustomerPortfolios(int customerId)
{
List <CustomerPortfolioVo> customerPortfolioVoList = null;
CustomerPortfolioVo customerPortfolioVo = new CustomerPortfolioVo();
Database db;
DbCommand getCustomerPortfolioCmd;
DataSet dsGetCustomerPortfolio;
try
{
db = DatabaseFactory.CreateDatabase("wealtherp");
getCustomerPortfolioCmd = db.GetStoredProcCommand("SP_GetCustomerPortfolio");
db.AddInParameter(getCustomerPortfolioCmd, "C_CustomerId", DbType.Int32, customerId);
dsGetCustomerPortfolio = db.ExecuteDataSet(getCustomerPortfolioCmd);
if (dsGetCustomerPortfolio.Tables[0].Rows.Count > 0)
{
customerPortfolioVoList = new List <CustomerPortfolioVo>();
foreach (DataRow dr in dsGetCustomerPortfolio.Tables[0].Rows)
{
customerPortfolioVo = new CustomerPortfolioVo();
customerPortfolioVo.PortfolioId = int.Parse(dr["CP_PortfolioId"].ToString());
customerPortfolioVo.CustomerId = int.Parse(dr["C_CustomerId"].ToString());
customerPortfolioVo.IsMainPortfolio = int.Parse(dr["CP_IsMainPortfolio"].ToString());
customerPortfolioVo.PortfolioTypeCode = dr["XPT_PortfolioTypeCode"].ToString();
customerPortfolioVo.PMSIdentifier = dr["CP_PMSIdentifier"].ToString();
customerPortfolioVo.PortfolioName = dr["CP_PortfolioName"].ToString();
customerPortfolioVoList.Add(customerPortfolioVo);
}
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "PortfolioDao.cs:GetCustomerPortfolios()");
object[] objects = new object[1];
objects[0] = customerId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(customerPortfolioVoList);
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
SessionBo.CheckSession();
userVo = (UserVo)Session[SessionContents.UserVo];
customerVo = (CustomerVo)Session[SessionContents.CustomerVo];
rmVo = (RMVo)Session[SessionContents.RmVo];
userId = userVo.UserId;
customerId = customerVo.CustomerId;
customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerId);
portfolioId = customerPortfolioVo.PortfolioId;
Session[SessionContents.PortfolioId] = portfolioId;
//lblMessage.Visible = false;
//trlblerrormsg.Visible = false;
lblMaturityMsg.Visible = false;
lblLifeInsurance.Visible = false;
lblGeneralInsurance.Visible = false;
BindCustomerAssetMaturityDates();
BindAssetInvestments();
BindAssetCurrentValChart();
BindCustInsuranceDetails();
BindCustomerAlerts();
// Show unread messages
ShowUnreadMessageAlert();
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "AdvisorRMCustIndiDashboard.ascx:Page_Load()");
object[] objects = new object[10];
objects[0] = customerVo;
objects[1] = userVo;
objects[2] = customerMemberVo;
objects[3] = rmVo;
objects[4] = customerFamilyVo;
objects[5] = customerFamilyList;
objects[6] = customerPortfolioVo;
objects[7] = userId;
objects[8] = customerId;
objects[9] = portfolioId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
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;
}
}
protected void ddlActionForProspect_OnSelectedIndexChanged(object sender, EventArgs e)
{
int userId = 0;
UserBo userBo = new UserBo();
bool isGrpHead = false;
CustomerVo customerVo = new CustomerVo();
CustomerPortfolioVo customerPortfolioVo = new CustomerPortfolioVo();
PortfolioBo portfolioBo = new PortfolioBo();
CustomerBo customerBo = new CustomerBo();
int ParentId;
if (Session[SessionContents.PortfolioId] != null)
{
Session.Remove(SessionContents.PortfolioId);
}
LinkButton lnkAction = (LinkButton)sender;
//RadComboBox ddlAction = (RadComboBox)sender;
GridDataItem item = (GridDataItem)lnkAction.NamingContainer;
ParentId = int.Parse(gvLeadList.MasterTableView.DataKeyValues[item.ItemIndex]["C_CustomerId"].ToString());
Session["ParentIdForDelete"] = ParentId;
customerVo = customerBo.GetCustomer(ParentId);
Session["CustomerVo"] = customerVo;
isGrpHead = customerBo.CheckCustomerGroupHead(ParentId);
//to set portfolio Id and its details
customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(ParentId);
//Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId;
Session["customerPortfolioVo"] = customerPortfolioVo;
Session["IsDashboard"] = "false";
customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(ParentId);
if (customerVo.IsProspect == 0)
{
//Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId;
//Session["customerPortfolioVo"] = customerPortfolioVo;
//ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "RMCustomerIndividualDashboard", "loadcontrol('RMCustomerIndividualDashboard','login');", true);
}
else
{
isGrpHead = customerBo.CheckCustomerGroupHead(ParentId);
if (isGrpHead == false)
{
ParentId = customerBo.GetCustomerGroupHead(ParentId);
}
else
{
ParentId = customerVo.CustomerId;
}
Session[SessionContents.FPS_ProspectList_CustomerId] = ParentId;
Session[SessionContents.FPS_AddProspectListActionStatus] = "View";
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "pageloadscript", "loadcontrol('AddProspectList','login');", true);
//Session[SessionContents.FPS_TreeView_Status] = "FinanceProfile";
}
}
protected void Page_Load(object sender, EventArgs e)
{
int customerId;
int portfolioid;
rmvo = (RMVo)Session["rmvo"];
BindDepositoryType();
customerportfoliovo = (CustomerPortfolioVo)Session["customerPortfolioVo"];
if (Request.QueryString["CustomerId"] != null)
{
lblisactive.Visible = false;
chk_isactive.Visible = false;
customerId = int.Parse(Request.QueryString["CustomerId"].ToString());
dsModeOfHolding = new DataSet();
dtCustomerAccociation = new DataTable();
dsCustomerAssociation = new DataSet();
dsModeOfHolding = bodemataccount.GetXmlModeOfHolding();
dsCustomerAssociation = bodemataccount.GetCustomerAccociation(customerId);
//Mode of Holding Combobox populating
ddlModeOfHolding.DataSource = dsModeOfHolding;
ddlModeOfHolding.DataTextField = "XMOH_ModeOfHolding";
ddlModeOfHolding.DataValueField = "XMOH_ModeOfHoldingCode";
ddlModeOfHolding.DataBind();
ddlModeOfHolding.SelectedIndex = 8;
chk_isactive.Enabled = false;
lbtnBack2Button.Visible = false;
Session["DematDetailsView"] = "Add";
lblTitle.Text = "Add Demat Account";
}
else if (Session["DematDetailsView"].ToString() == "View" && Session["DematAccountId"] != null)
{
lblTitle.Text = "View Demat Account";
# region View Section
ddlDepositoryName.Enabled = false;
rbtnYes.Enabled = false;
rbtnNo.Enabled = false;
txtDpClientId.Enabled = false;
txtDPId.Enabled = false;
txtDpName.Enabled = false;
ddlModeOfHolding.Enabled = false;
ddlDepositoryName.Enabled = false;
txtAccountOpeningDate.Enabled = false;
btnSubmit.Visible = false;
lbtnBackButton.Visible = true;
chk_isactive.Enabled = false;
gvAssociate.Visible = true;
trAssociatePanel.Visible = true;
gvAssociate.Enabled = false;
ViewEditMode();
# endregion
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
PortfolioBo portfolioBo = new PortfolioBo();
String statusMsg = string.Empty;
int totalFoliosMoved = 0;
CustomerPortfolioVo portfolioVo = new CustomerPortfolioVo();
if (txtCustomerId.Value != string.Empty)
{
string portfolio = ddlAdvisorBranchList.SelectedValue;
portfolioVo = portfolioBo.GetCustomerDefaultPortfolio1((Convert.ToInt32(txtCustomerId.Value)), portfolio);
if (portfolioVo.PortfolioId < 1)
{
lblMessage.Text = "No default Portfolio found for the selected customer.";
lblMessage.Visible = true;
return;
}
}
else
{
lblMessage.Text = "Please select a customer.";
lblMessage.Visible = true;
return;
}
foreach (GridViewRow dr in gvMFFolio.Rows)
{
CheckBox checkBox = (CheckBox)dr.FindControl("chkBox");
if (checkBox.Checked)
{
int MFAccountId = Convert.ToInt32(gvMFFolio.DataKeys[dr.RowIndex].Values[0]);
bool isUpdated = PortfolioBo.TransferFolio(MFAccountId, portfolioVo.PortfolioId);
if (isUpdated)
{
totalFoliosMoved++;
}
else
{
statusMsg += "<br/>Error occurred while moving folio with mutual fund accountId " + MFAccountId + ".<br/>";
}
}
}
if (totalFoliosMoved > 0)
{
statusMsg += "<b style='color:Green'>Total Folios moved = " + totalFoliosMoved + "</b>";
}
//lblMessage.Text = statusMsg;
//lblMessage.Visible = true;
lblTransferMsg.Text = statusMsg;
divMessage.Attributes.Add("class", "yellow-box");
BindFolioGridView();
}
protected void btnSubmitMoveFolio_Click(object sender, EventArgs e)
{
try
{
customerVo = (CustomerVo)Session["customerVo"];
CustomerPortfolioVo portfolioVo = new CustomerPortfolioVo();
CheckBox chkBox = new CheckBox();
chkBox = GetchkBox();
int accountID;
int customerId = customerVo.CustomerId;
int TofolioId = Convert.ToInt32(ddlPickPortfolio.SelectedValue);
bool PortFolioUpdate;
string statusMsg = string.Empty;
foreach (GridDataItem dr in gvMFFolio.Items)
{
int selectedRow = 0;
//int rowIndex = dr.RowIndex;
//DataKey dKey = gvMFFolio.DataKeys[rowIndex];
if (((CheckBox)dr.FindControl("chkBox")).Checked == true)
{
AdvisorBranchBo adviserBranchBo = new AdvisorBranchBo();
accountID = Convert.ToInt32(gvMFFolio.MasterTableView.DataKeyValues[selectedRow]["FolioId"].ToString());
//string folioNo = gvMFFolio.MasterTableView.DataKeyValues[selectedRow]["FolioId"].ToString();
string folioNo = gvMFFolio.MasterTableView.Items[dr.ItemIndex].GetDataKeyValue("Folio No").ToString();
PortFolioUpdate = adviserBranchBo.FolioMoveToPortfolio(customerId, folioNo, TofolioId, accountID);
if (PortFolioUpdate == true)
{
statusMsg = "Portfolio Moved to Another Portfolio";
statusMsgSuccess.InnerText = statusMsg;
trFailure.Visible = true;
statusMsgSuccess.Visible = true;
statusMsgFailure.Visible = false;
}
else
{
statusMsgFailure.InnerText = statusMsg;
statusMsg = "Portfolio Has not been moved";
trFailure.Visible = true;
statusMsgSuccess.Visible = false;
statusMsgFailure.Visible = true;
}
}
}
this.BindFolioGridView();
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
}
public bool CreateCustomerPortfolio(CustomerPortfolioVo customerPortfolioVo, int userId)
{
bool bResult = false;
int customerPortfolioId;
Database db;
DbCommand createPortfolioCmd;
try
{
db = DatabaseFactory.CreateDatabase("wealtherp");
createPortfolioCmd = db.GetStoredProcCommand("SP_CreateCustomerPortfolio");
db.AddInParameter(createPortfolioCmd, "C_CustomerId", DbType.Int32, customerPortfolioVo.CustomerId);
db.AddInParameter(createPortfolioCmd, "CP_IsMainPortfolio", DbType.Int16, customerPortfolioVo.IsMainPortfolio);
db.AddInParameter(createPortfolioCmd, "XPT_PortfolioTypeCode", DbType.String, customerPortfolioVo.PortfolioTypeCode);
db.AddInParameter(createPortfolioCmd, "CP_PMSIdentifier", DbType.String, customerPortfolioVo.PMSIdentifier);
db.AddInParameter(createPortfolioCmd, "CP_PortfolioName", DbType.String, customerPortfolioVo.PortfolioName);
db.AddInParameter(createPortfolioCmd, "CP_CreatedBy", DbType.Int32, userId);
db.AddInParameter(createPortfolioCmd, "CP_ModifiedBy", DbType.Int32, userId);
db.AddOutParameter(createPortfolioCmd, "CP_PortfolioId", DbType.Int32, 10);
if (db.ExecuteNonQuery(createPortfolioCmd) != 0)
{
bResult = true;
}
customerPortfolioId = int.Parse(db.GetParameterValue(createPortfolioCmd, "CP_PortfolioId").ToString());
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "PortfolioDao.cs:CreateCustomerPortfolio()");
object[] objects = new object[2];
objects[0] = customerPortfolioVo;
objects[1] = userId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(bResult);
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
SessionBo.CheckSession();
userVo = (UserVo)Session["userVo"];
customerVo = (CustomerVo)Session["customerVo"];//SessionContents.CustomerVo;
if (Session[SessionContents.PortfolioId] != null)
{
portfolioId = Int32.Parse(Session[SessionContents.PortfolioId].ToString());
}
else
{
customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerVo.CustomerId);
Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId;
portfolioId = customerPortfolioVo.PortfolioId;
}
if (!IsPostBack)
{
ErrorMessage.Visible = false;
BindPortfolioDropDown();
LoadGridview(portfolioId);
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "ViewInsuranceDetails.ascx:Page_Load()");
object[] objects = new object[3];
objects[0] = userVo;
objects[1] = customerVo;
objects[2] = portfolioId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void Page_Load(object sender, EventArgs e)
{
CustomerPortfolioVo customerportfoliovo = (CustomerPortfolioVo)Session["customerPortfolioVo"];
customervo = (CustomerVo)Session["CustomerVo"];
if (!IsPostBack)
{
int customerId = customervo.CustomerId;
//int demataccountid = int.Parse(Session["DematAccountId"].ToString());
try
{
DataSet dsDematDetails = bodemataccount.GetDematAccountHolderDetails(customerId);
if (dsDematDetails == null)
{
gvDematDetailsTeleR.Visible = false;
lblError.Visible = true;
lblError.Text = "No data available to show";
}
else
{
if (dsDematDetails.Tables[0].Rows.Count <= 0)
{
lblError.Visible = true;
lblError.Text = "No data available to show";
//mypager.Visible = false;
}
else
{
lblError.Visible = false;
gvDematDetailsTeleR.Visible = true;
gvDematDetailsTeleR.DataSource = dsDematDetails.Tables[0];
gvDematDetailsTeleR.DataBind();
gvDematDetailsTele.Visible = true;
}
}
}
catch (Exception ex)
{
throw ex;
}
}
}
private void UpdatePortfolioDetails()
{
newCustomerPortfolioVo = new CustomerPortfolioVo();
dsPortfolioType = new DataSet();
try
{
if (txtCustomerId.Value != string.Empty)
{
customerId = int.Parse(txtCustomerId.Value);
}
newCustomerPortfolioVo.PortfolioId = int.Parse(Session["PortfolioId"].ToString());
dsPortfolioType = portfolioBo.GetCustomerPortfolioDetails(newCustomerPortfolioVo.PortfolioId);
newCustomerPortfolioVo.CustomerId = customerId;
if (dsPortfolioType.Tables[0].Rows[0]["CP_IsMainPortfolio"].ToString() != "")
{
newCustomerPortfolioVo.IsMainPortfolio = int.Parse(dsPortfolioType.Tables[0].Rows[0]["CP_IsMainPortfolio"].ToString());
}
newCustomerPortfolioVo.PMSIdentifier = txtPMSIdentifier.Text;
newCustomerPortfolioVo.PortfolioName = txtPortfolioName.Text;
newCustomerPortfolioVo.PortfolioTypeCode = ddlPortfolioType.SelectedValue;
portfolioBo.UpdateCustomerPortfolio(newCustomerPortfolioVo, userId);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "GroupAccountSetup.ascx:SavePortfolioDetails()");
object[] objects = new object[0];
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void btnAddTradeAccount_Click(object sender, EventArgs e)
{
CustomerPortfolioVo customerPortfolioVo = new CustomerPortfolioVo();
PortfolioBo portfolioBo = new PortfolioBo();
CustomerVo customerVo = customerBo.GetCustomer(Convert.ToInt32(txtParentCustomerId.Value));
customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerVo.CustomerId);
Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId;
Session["CustomerVo"] = customerVo;
SaveCurrentPageState();
string queryString = "?prevPage=MultipleEqEntry";
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loadcontrol('CustomerEQAccountAdd','" + queryString + "');", true);
//Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loadcontrol('CustomerEQAccountAdd','none')", true);
//ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "leftpane", "loadcontrol('CustomerEQAccountAdd','none');", true);
}
private bool ValidateUserLogin(string userAccountId, string isWerp)
{
string strOnlineAdviser = "0";
bool isValidUser = false;
UserBo userBo = new UserBo();
AssociatesVO associatesVo = new AssociatesVO();
AdvisorBranchVo advisorBranchVo = new AdvisorBranchVo();
AssociatesUserHeirarchyVo associatesUserHeirarchyVo = new AssociatesUserHeirarchyVo();
AdvisorBo advisorBo = new AdvisorBo();
BoDematAccount boDematAccount = new BoDematAccount();
AssociatesBo associatesBo = new AssociatesBo();
AdvisorStaffBo advisorStaffBo = new AdvisorStaffBo();
CustomerBo customerBo = new CustomerBo();
AdvisorBranchBo advisorBranchBo = new AdvisorBranchBo();
PortfolioBo portfolioBo = new PortfolioBo();
CustomerPortfolioVo customerPortfolioVo = new CustomerPortfolioVo();
strOnlineAdviser = ConfigurationSettings.AppSettings["ONLINE_ADVISER"].ToString();
if (string.IsNullOrEmpty(isWerp))
{
userVo = userBo.GetUserAccountDetails(userAccountId, Convert.ToInt32(strOnlineAdviser));
}
else
{
advisorVo = (AdvisorVo)Session["advisorVo"];
userVo = userBo.GetUserAccountDetails(userAccountId, advisorVo.advisorId);
}
if (!string.IsNullOrEmpty(isWerp))
{
if (userVo != null)
{
customerVo = customerBo.GetCustomerInfo(userVo.UserId);
isValidUser = true;
}
Session["CustomerVo"] = customerVo;
}
else if (userVo != null)
{
isValidUser = true;
List <string> roleList = new List <string>();
string branchLogoSourcePath;
string sourcePath;
string potentialHomePage = string.Empty;
roleList = userBo.GetUserRoles(userVo.UserId);
if (userVo.UserType == "Customer")
{
customerVo = customerBo.GetCustomerInfo(userVo.UserId);
advisorVo = advisorBo.GetAdvisor(advisorBranchBo.GetBranch(customerVo.BranchId).AdviserId);
if (customerVo.IsProspect == 0)
{
customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerVo.CustomerId);
Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId;
}
rmVo = advisorStaffBo.GetAdvisorStaffDetails(customerVo.RmId);
Session[SessionContents.LogoPath] = advisorVo.LogoPath;
Session[SessionContents.CurrentUserRole] = "Customer";
Session[SessionContents.UserTopRole] = "Customer";
branchLogoSourcePath = "Images/" + userBo.GetRMBranchLogo(rmVo.RMId);
sourcePath = "Images/" + userBo.GetRMLogo(rmVo.RMId);
Session[SessionContents.LogoPath] = sourcePath;
Session[SessionContents.BranchLogoPath] = branchLogoSourcePath;
Session["CustomerVo"] = customerVo;
Session["DematAccountVo"] = boDematAccount.GetCustomerActiveDematAccount(customerVo.CustomerId);
UserBo.AddLoginTrack(userVo.LoginId, string.Empty, true, HttpContext.Current.Request.ServerVariables["REMOTE_ADDR"], HttpContext.Current.Request.UserAgent, userVo.UserId);
}
Session["UserVo"] = userVo;
Session["advisorVo"] = advisorVo;
Session["rmVo"] = rmVo;
SetAdviserPreference();
//Session["Theme"] = advisorVo.theme;
//Session["refreshTheme"] = true;
Session[SessionContents.LogoPath] = advisorVo.LogoPath;
}
return(isValidUser);
}
/// <summary>
/// Goes to the corresponding Grids on the click on the Assets class on the Assets Grid
/// </summary>
/// <param name="sender"></param>
/// <param name="e"></param>
protected void lnkAssetClassAssetsGrid_Click(object sender, EventArgs e)
{
string str = ((LinkButton)sender).Text;
//GridViewRow gvRow = ((GridViewRow)(((LinkButton)sender).Parent.Parent));
//int rowIndex = gvRow.RowIndex;
//DataKey dk = gvAssetAggrCurrentValue.DataKeys[rowIndex];
//int customerId = Convert.ToInt32(dk.Value);
customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerId);
Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId;
if (str == "Mutual Fund")
{
Session["IsDashboard"] = "MFAssets";
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('ViewMutualFundPortfolio','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewMutualFundPortfolio','none');", true);
}
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "CustomerIndLeftPane", "loadlinks('RMCustomerIndividualLeftPane','login');", true);
}
else if (str == "Fixed Income")
{
Session["IsDashboard"] = "FixedIncome";
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('PortfolioFixedIncomeView','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('PortfolioFixedIncomeView','none');", true);
}
}
else if (str == "Govt Savings")
{
Session["IsDashboard"] = "GovtSavings";
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('ViewGovtSavings','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewGovtSavings','none');", true);
}
}
else if (str == "Property")
{
Session["IsDashboard"] = "Property";
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('PortfolioProperty','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('PortfolioProperty','none');", true);
}
}
else if (str == "Pension & Gratuities")
{
Session["IsDashboard"] = "PensionGratuities";
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('PensionPortfolio','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('PensionPortfolio','none');", true);
}
}
else if (str == "Personal Items")
{
Session["IsDashboard"] = "PersonalItems";
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('PortfolioPersonal','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('PortfolioPersonal','none');", true);
}
}
else if (str == "Gold")
{
Session["IsDashboard"] = "Gold";
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('ViewGoldPortfolio','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewGoldPortfolio','none');", true);
}
}
else if (str == "Collectibles")
{
Session["IsDashboard"] = "Collectibles";
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('ViewCollectiblesPortfolio','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewCollectiblesPortfolio','none');", true);
}
}
//else if (str == "BankAccountDetails")
//{
// Session["IsDashboard"] = "BankAccountDetails";
// if (Session["S_CurrentUserRole"] == "Customer")
// Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('ViewBankDetails','none');", true);
// else
// Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewBankDetails','none');", true);
//}
else if (str == "Insurance")
{
Session["IsDashboard"] = "Insurance";
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('ViewInsuranceDetails','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewInsuranceDetails','none');", true);
}
}
else if (str == "General Insurance")
{
Session["IsDashboard"] = "GeneralInsurance";
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('ViewGeneralInsuranceDetails','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewGeneralInsuranceDetails','none');", true);
}
}
else if (str == "Direct Equity")
{
Session["IsDashboard"] = "DirectEquity";
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('ViewEquityPortfolios','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewEquityPortfolios','none');", true);
}
}
else if (str == "LiabilitiesView")
{
Session["IsDashboard"] = "LiabilitiesView";
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('LiabilityView','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('LiabilityView','none');", true);
}
}
else
{
Session["IsDashboard"] = "BankAccountDetails";
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('ViewBankDetails','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewBankDetails','none');", true);
}
}
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "CustomerIndLeftPane", "loadlinks('RMCustomerIndividualLeftPane','login');", true);
}
/// <summary>
/// Goes to the corresponding Grids on the click on the Assets class on the Assets Grid
/// </summary>
/// <param name="sender"></param>
/// <param name="e"></param>
protected void lnkAssetClassAssetsGrid_Click(object sender, EventArgs e)
{
string str = ((LinkButton)sender).Text;
//GridViewRow gvRow = ((GridViewRow)(((LinkButton)sender).Parent.Parent));
//int rowIndex = gvRow.RowIndex;
//DataKey dk = gvAssetAggrCurrentValue.DataKeys[rowIndex];
//int customerId = Convert.ToInt32(dk.Value);
customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerId);
Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId;
if (str == "Mutual Fund")
{
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('ViewMutualFundPortfolio','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewMutualFundPortfolio','none');", true);
}
}
else if (str == "Fixed Income")
{
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('PortfolioFixedIncomeView','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('PortfolioFixedIncomeView','none');", true);
}
}
else if (str == "Govt Savings")
{
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('ViewGovtSavings','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewGovtSavings','none');", true);
}
}
else if (str == "Property")
{
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('PortfolioProperty','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('PortfolioProperty','none');", true);
}
}
else if (str == "Pension & Gratuities")
{
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('PensionPortfolio','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('PensionPortfolio','none');", true);
}
}
else if (str == "Personal Items")
{
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('PortfolioPersonal','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('PortfolioPersonal','none');", true);
}
}
else if (str == "Gold")
{
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('ViewGoldPortfolio','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewGoldPortfolio','none');", true);
}
}
else if (str == "Collectibles")
{
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('ViewCollectiblesPortfolio','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewCollectiblesPortfolio','none');", true);
}
}
else if (str == "Cash&Savings")
{
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('PortfolioCashSavingsView','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('PortfolioCashSavingsView','none');", true);
}
}
else if (str == "Direct Equity")
{
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('ViewEquityPortfolios','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewEquityPortfolios','none');", true);
}
}
else
{
if (Session["S_CurrentUserRole"] == "Customer")
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolCustomer('LiabilityView','none');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('LiabilityView','none');", true);
}
}
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
SessionBo.CheckSession();
customerVo = (CustomerVo)Session["CustomerVo"];
rmVo = (RMVo)Session["RmVo"];
userVo = (UserVo)Session["userVo"];
if (userVo.UserType == "Advisor")
{
adviserVo = (AdvisorVo)Session["advisorVo"];
adviserId = adviserVo.advisorId;
}
else if (userVo.UserType == "RM")
{
adviserId = int.Parse(Session["adviserId"].ToString());
}
adviserId = ((AdvisorVo)Session["advisorVo"]).advisorId;
GetLatestValuationDate();
if (!IsPostBack)
{
if (Session[SessionContents.PortfolioId] != null)
{
portfolioId = int.Parse(Session[SessionContents.PortfolioId].ToString());
}
else
{
customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerVo.CustomerId);
Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId;
portfolioId = customerPortfolioVo.PortfolioId;
}
BindPortfolioDropDown();
LoadChartsAndGrids();
}
else
{
portfolioId = int.Parse(Session[SessionContents.PortfolioId].ToString());
BindPortfolioDropDown();
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "PortfolioDashboard.ascx:Page_Load()");
object[] objects = new object[6];
objects[0] = customerVo;
objects[1] = userVo;
objects[2] = rmVo;
objects[3] = adviserVo;
objects[4] = customerPortfolioVo;
objects[5] = adviserId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void Page_Load(object sender, EventArgs e)
{
path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
OnlineUserSessionBo.CheckSession();
userVo = (UserVo)Session["userVo"];
rmVo = (RMVo)Session["rmVo"];
adviserVo = (AdvisorVo)Session["advisorVo"];
customerVo = (CustomerVo)Session["CustomerVo"];
custPortVo = (CustomerPortfolioVo)Session["CustomerPortfolioVo"];
if (custPortVo == null)
{
custPortVo = portfolioBo.GetCustomerDefaultPortfolio(customerVo.CustomerId);
}
divValidationError.Visible = false;
if (System.Web.HttpContext.Current.Session["BackOfficeUserId"] != null)
{
BackOfficeUserId = Convert.ToInt32(Session["BackOfficeUserId"]);
}
else
{
BackOfficeUserId = 0;
}
if (!IsPostBack)
{
clientMFAccessCode = boOnlineOrder.GetClientMFAccessStatus(customerVo.CustomerId);
if (clientMFAccessCode == "FA")
{
AmcBind();
BindCategory();
ShowAvailableLimits();
//lnkOfferDoc.Visible = false;
//lnkFactSheet.Visible = false;
//lnkExitLoad.Visible = false;
if (Request.QueryString["strAction"] != null && Request.QueryString["orderId"] != null && Request.QueryString["customerId"] != null)
{
strAction = Request.QueryString["strAction"].ToString();
orderIdForEdit = Convert.ToInt32(Request.QueryString["orderId"].ToString());
customerIdforEdit = Convert.ToInt32(Request.QueryString["customerId"].ToString());
}
else if (Request.QueryString["accountId"] != null && Request.QueryString["SchemeCode"] != null)
{
int accountId = 0;
int schemeCode = 0;
int amcCode = 0;
string category = string.Empty;
int isSIPAvaliable = 0;
accountId = int.Parse(Request.QueryString["accountId"].ToString());
schemeCode = int.Parse(Request.QueryString["SchemeCode"].ToString());
commonLookupBo.GetSchemeAMCCategory(schemeCode, out amcCode, out category, out isSIPAvaliable, 1);
OnDrillDownBindControlValue(amcCode, category, accountId, schemeCode);
DataViewOnEdit();
}
btnSubmit.Text = "Submit";
if (strAction == "Edit")
{
BindSipDetailsForEdit();
DataViewOnEdit();
btnSubmit.Text = "Modify";
onlineMFOrderVo.Action = "Edit";
}
}
else
{
ShowMessage(boOnlineOrder.GetOnlineOrderUserMessage(clientMFAccessCode), 'I');
FreezeControls();
divControlContainer.Visible = false;
divClientAccountBalance.Visible = false;
}
}
}
//protected void gvCustomerPortfolio_RowDataBound(object sender, GridViewRowEventArgs e)
//{
// customerPortfolioList = portfolioBo.GetCustomerPortfolios(customerVo.CustomerId);
// DataTable dt = new DataTable();
// dt.Columns.Add("PortfolioId");
// dt.Columns.Add("lblPortfolioName");
// DataRowView drv = e.Row.DataItem as DataRowView;
// if (e.Row.RowType == DataControlRowType.DataRow)
// {
// DropDownList ddlType;
// ddlType = e.Row.FindControl("ddlType") as DropDownList;
// RadioButton rbtn;
// rbtn = e.Row.FindControl("rbtnPortfolio") as RadioButton;
// if (ddlType != null)
// {
// ddlType.DataSource = BindPortfolioType(path);
// ddlType.DataTextField = "PortfolioType";
// ddlType.DataValueField = "PortfolioTypeCode";
// ddlType.DataBind();
// customerPortfolioVo = new CustomerPortfolioVo();
// customerPortfolioVo = customerPortfolioList[gvCustomerPortfolio.Rows.Count];
// /*Bind the Selected Value to the Drop Down*/
// ddlType.SelectedValue = customerPortfolioVo.PortfolioTypeCode.ToString();
// if (customerPortfolioVo.IsMainPortfolio == 1)
// {
// rbtn.Checked = true;
// }
// else
// {
// rbtn.Checked = false;
// }
// }
// }
// if (e.Row.RowType == DataControlRowType.Footer)
// {
// DropDownList ddlAddType;
// ddlAddType = e.Row.FindControl("ddlAddType") as DropDownList;
// if (ddlAddType != null)
// {
// ddlAddType.DataSource = BindPortfolioType(path);
// ddlAddType.DataTextField = "PortfolioType";
// ddlAddType.DataValueField = "PortfolioTypeCode";
// ddlAddType.DataBind();
// ddlAddType.Items.Insert(0, "Select the Portfolio Type");
// }
// }
//}
//protected void gvCustomerPortfolio_SelectedIndexChanged(object sender, EventArgs e)
//{
// int index = int.Parse(gvCustomerPortfolio.SelectedRow.RowIndex.ToString());
// int portfolioId = int.Parse(gvCustomerPortfolio.DataKeys[index].Value.ToString());
// Session[SessionContents.PortfolioId] = portfolioId;
// Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('PortfolioDashboard','none');", true);
//}
protected void btnAddPortfolio_Click(object sender, EventArgs e)
{
string newPortfolioName = string.Empty;
string newPMSIdentifier = string.Empty;
string newPortfolioType = "RGL";
int IsMainPortfolio;
CustomerPortfolioBo customerPortfolioBo = new CustomerPortfolioBo();
CustomerPortfolioVo newCustomerPortfolioVo = new CustomerPortfolioVo();
GridViewRow footerRow = gvCustomerPortfolio.FooterRow;
DropDownList ddl = (DropDownList)footerRow.FindControl("ddlAddType");
if (footerRow.Enabled)
{
if (((TextBox)footerRow.FindControl("txtPortfolioName")).Text.Trim() != "")
{
newPortfolioName = ((TextBox)footerRow.FindControl("txtPortfolioName")).Text;
}
if (((RadioButton)footerRow.FindControl("rbtnAddMainPortfolio")).Checked)
{
IsMainPortfolio = 1;
foreach (GridViewRow oldrow in gvCustomerPortfolio.Rows)
{
((RadioButton)oldrow.FindControl("rbtnPortfolio")).Checked = false;
}
}
else
{
IsMainPortfolio = 0;
}
if (((DropDownList)footerRow.FindControl("ddlAddType")).SelectedItem.Value.Trim().ToString() != "")
{
if (ddl.SelectedIndex != 0)
{
newPortfolioType = ddl.SelectedItem.Value.ToString();
}
}
if (((TextBox)footerRow.FindControl("txtPMSIdentifier")).Text.Trim() != "")
{
if (newPortfolioType == "PMS")
{
newPMSIdentifier = ((TextBox)footerRow.FindControl("txtPMSIdentifier")).Text;
}
}
if (newPMSIdentifier == "" && newPortfolioName == "" && ddl.SelectedIndex == 0)
{
}
else
{
newCustomerPortfolioVo.CustomerId = customerVo.CustomerId;
newCustomerPortfolioVo.IsMainPortfolio = IsMainPortfolio;
newCustomerPortfolioVo.PMSIdentifier = newPMSIdentifier;
newCustomerPortfolioVo.PortfolioName = newPortfolioName;
newCustomerPortfolioVo.PortfolioTypeCode = newPortfolioType;
portfolioBo.CreateCustomerPortfolio(newCustomerPortfolioVo, userVo.UserId);
newPMSIdentifier = string.Empty;
newPortfolioName = string.Empty;
}
}
foreach (GridViewRow dr in gvCustomerPortfolio.Rows)
{
if (((Label)dr.FindControl("lblPortfolioName")).Text.Trim() != "")
{
newPortfolioName = ((Label)dr.FindControl("lblPortfolioName")).Text;
}
if (((RadioButton)dr.FindControl("rbtnPortfolio")).Checked)
{
IsMainPortfolio = 1;
}
else
{
IsMainPortfolio = 0;
}
if (((DropDownList)dr.FindControl("ddlType")).SelectedItem.Value.Trim().ToString() != "")
{
DropDownList ddlType = (DropDownList)dr.FindControl("ddlType");
newPortfolioType = ddlType.SelectedItem.Value.ToString();
}
if (((Label)dr.FindControl("lblPMSIdentifier")).Text.Trim() != "")
{
if (newPortfolioType == "PMS")
{
newPMSIdentifier = ((Label)dr.FindControl("lblPMSIdentifier")).Text;
}
}
else
{
newPMSIdentifier = string.Empty;
}
newCustomerPortfolioVo.CustomerId = customerVo.CustomerId;
newCustomerPortfolioVo.IsMainPortfolio = IsMainPortfolio;
newCustomerPortfolioVo.PMSIdentifier = newPMSIdentifier;
newCustomerPortfolioVo.PortfolioName = newPortfolioName;
newCustomerPortfolioVo.PortfolioTypeCode = newPortfolioType;
if (((Label)dr.FindControl("PortfolioId")).Text.Trim() != "")
{
newCustomerPortfolioVo.PortfolioId = int.Parse(((Label)dr.FindControl("PortfolioId")).Text);
}
portfolioBo.UpdateCustomerPortfolio(newCustomerPortfolioVo, userVo.UserId);
newPortfolioName = string.Empty;
newPMSIdentifier = string.Empty;
}
customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerVo.CustomerId);
Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId;
// BindGrid
BindGridView();
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
PortfolioBo portfolioBo = new PortfolioBo();
int isBankAssociatedWithOtherTransactions = 0;
String statusMsg = string.Empty;
int totalFoliosMoved = 0;
CustomerPortfolioVo portfolioVo = new CustomerPortfolioVo();
if (txtCustomerId.Value != string.Empty)
{
string portfolio = ddlAdvisorBranchList.SelectedValue;
portfolioVo = portfolioBo.GetCustomerDefaultPortfolio1((Convert.ToInt32(txtCustomerId.Value)), portfolio);
if (portfolioVo.PortfolioId < 1)
{
lblMessage.Text = "No default Portfolio found for the selected customer.";
//trErrorMsg.Visible = true;
tblTransferFolio.Visible = false;
tblMoveFolio.Visible = false;
return;
}
}
else
{
lblMessage.Text = "Please select a customer.";
//trErrorMsg.Visible = true;
tblTransferFolio.Visible = false;
tblMoveFolio.Visible = false;
return;
}
foreach (GridDataItem dr in gvMFFolio.Items)
{
CheckBox checkBox = (CheckBox)dr.FindControl("chkBox");
if (checkBox.Checked)
{
int MFAccountId = Convert.ToInt32(gvMFFolio.MasterTableView.Items[dr.ItemIndex].GetDataKeyValue("FolioId").ToString());
bool isUpdated = PortfolioBo.TransferFolio(MFAccountId, portfolioVo.PortfolioId, isBankAssociatedWithOtherTransactions);
if (isUpdated)
{
totalFoliosMoved++;
}
else
{
//statusMsgFailure.InnerText = statusMsg;
//statusMsg += "Error occurred while moving folio with mutual fund accountId " + MFAccountId;
//trFailure.Visible = true;
//statusMsgSuccess.Visible = false;
//statusMsgFailure.Visible = true;
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "pageloadscript", "alert('Cannot transfer this folio the bank is associate with some other transactions');", true);
}
//lblstatusMsgFailure.Visible = true;
}
}
if (totalFoliosMoved > 0)
{
statusMsg += "Total Folios moved = " + totalFoliosMoved;
statusMsgSuccess.InnerText = statusMsg;
trFailure.Visible = true;
statusMsgSuccess.Visible = true;
statusMsgFailure.Visible = false;
// lblstatusMsgSuccess.Text += "<br/>Total Folios moved = " + totalFoliosMoved + ".<br/>";
//lblstatusMsgSuccess.Visible = true;
//lblMessage.Text = statusMsg;
//lblMessage.Visible = true;
//lblTransferMsg.Text = statusMsg;
//divMessage.Attributes.Add("class", "yellow-box");
//if (trTransferMsg.Visible == false)
// trTransferMsg.Visible = true;
}
BindFolioGridView();
}
