protected void ddlPeriod_SelectedIndexChanged(object sender, EventArgs e)
{
DateTime dtFrom = new DateTime();
DateTime dtTo = new DateTime();
DateBo dtBo = new DateBo();
if (ddlPeriod.SelectedIndex != 0)
{
dtBo.CalculateFromToDatesUsingPeriod(ddlPeriod.SelectedValue, out dtFrom, out dtTo);
this.BindGrid(dtFrom, dtTo);
}
else
{
}
}
private void CalculateDateRange()
{
if (rbtnPickDate.Checked)
{
convertedFromDate = Convert.ToDateTime(txtFromDate.Text.Trim());
convertedToDate = Convert.ToDateTime(txtToDate.Text.Trim());
}
else
{
if (ddlPeriod.SelectedIndex != 0)
{
dtBo.CalculateFromToDatesUsingPeriod(ddlPeriod.SelectedValue, out dtFrom, out dtTo);
convertedFromDate = dtFrom;
convertedToDate = dtTo;
}
}
}
private void CalculateDateRange(out DateTime fromDate, out DateTime toDate)
{
if (rbtnPickDate.Checked == true)
{
fromDate = DateTime.Parse(txtFromDate.Text);
toDate = DateTime.Parse(txtToDate.Text);
}
else if (rbtnPickPeriod.Checked == true)
{
dtBo.CalculateFromToDatesUsingPeriod(ddlPeriod.SelectedValue.ToString(), out dtFrom, out dtTo);
fromDate = dtFrom;
toDate = dtTo;
}
else
{
fromDate = DateTime.MinValue;
toDate = DateTime.MinValue;
}
}
/// <summary>
/// Get the From and To Date of reports
/// </summary>
private void CalculateDateRange(out DateTime fromDate, out DateTime toDate)
{
if (hidDateType.Value.ToString() == "DATE_RANGE")
{
fromDate = DateTime.Parse(txtFromDate.Text);
toDate = DateTime.Parse(txtToDate.Text);
}
else if (hidDateType.Value.ToString() == "PERIOD")
{
dtBo.CalculateFromToDatesUsingPeriod(ddlPeriod.SelectedValue.ToString(), out dtFrom, out dtTo);
fromDate = dtFrom;
toDate = dtTo;
}
else
{
fromDate = DateTime.MinValue;
toDate = DateTime.MinValue;
}
}
private void SetSystematicTransactions()
{
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
mfSystematicTransactionReportVoList = new List <MFSystematicTransactionReportVo>();
List <string> transactionTypeList = new List <string>();
DateTime fromDate = new DateTime();
DateTime toDate = new DateTime();
DateBo dateBo = new DateBo();
string customerNameSearch = "";
string schemeNameSearch = "";
string transType = "";
string portfolioType = "";
string viewType = "";
systematicTotalAmount = 0;
originalAmountTotal = 0;
portfolioType = ddlGroupPortfolioGroup.SelectedValue.ToString();
viewType = ddlViewType.SelectedValue.ToString();
if (gvSystematicTransactions.HeaderRow != null)
{
customerNameSearch = ((TextBox)gvSystematicTransactions.HeaderRow.FindControl("txtCustomerSearch")).Text;
schemeNameSearch = ((TextBox)gvSystematicTransactions.HeaderRow.FindControl("txtSchemeSearch")).Text;
transType = ((DropDownList)gvSystematicTransactions.HeaderRow.FindControl("ddlTranType")).SelectedValue.ToString();
if (transType == "Select")
{
transType = "";
}
}
//if ((TextBox)gvSystematicTransactions.HeaderRow.FindControl("txtSchemeSearch") != null)
//{
//}
//if ((DropDownList)gvSystematicTransactions.HeaderRow.FindControl("ddlTranType") != null)
//{
//}
if (rbtnPickDate.Checked)
{
fromDate = DateTime.Parse(txtFromDate.Text.Trim());
toDate = DateTime.Parse(txtToDate.Text.Trim());
}
else
{
dateBo.CalculateFromToDatesUsingPeriod(ddlPeriod.SelectedValue, out fromDate, out toDate);
}
int adviserId = ((AdvisorVo)Session["advisorVo"]).advisorId;
mfSystematicTransactionReportVoList = customerTransactionBo.GetMFSystematicTransactionsReport(adviserId, fromDate, toDate, customerNameSearch, schemeNameSearch, transType, portfolioType, out transactionTypeList);
ViewState["SystematicTransactionVoList"] = mfSystematicTransactionReportVoList;
DataTable dtSystematicTransactionReport = new DataTable();
DataRow drSystematicTransactionReport;
dtSystematicTransactionReport.Columns.Add("CustomerName");
dtSystematicTransactionReport.Columns.Add("Folio");
dtSystematicTransactionReport.Columns.Add("Scheme");
dtSystematicTransactionReport.Columns.Add("SystematicType");
dtSystematicTransactionReport.Columns.Add("SystematicAmount");
dtSystematicTransactionReport.Columns.Add("SystematicDate");
dtSystematicTransactionReport.Columns.Add("ActualAmount");
dtSystematicTransactionReport.Columns.Add("ActualDate");
dtSystematicTransactionReport.Columns.Add("RowId");
if (mfSystematicTransactionReportVoList != null && mfSystematicTransactionReportVoList.Count != 0)
{
for (int i = 0; i < mfSystematicTransactionReportVoList.Count; i++)
{
if (viewType == "ALL")
{
drSystematicTransactionReport = dtSystematicTransactionReport.NewRow();
drSystematicTransactionReport[0] = mfSystematicTransactionReportVoList[i].CustomerName;
drSystematicTransactionReport[1] = mfSystematicTransactionReportVoList[i].FolioNum;
drSystematicTransactionReport[2] = mfSystematicTransactionReportVoList[i].SchemePlanName;
if (mfSystematicTransactionReportVoList[i].SystematicTransacionType != null && mfSystematicTransactionReportVoList[i].SystematicTransacionType != "")
{
drSystematicTransactionReport[3] = mfSystematicTransactionReportVoList[i].SystematicTransacionType;
}
else
{
drSystematicTransactionReport[3] = mfSystematicTransactionReportVoList[i].OriginalTransactionType;
}
if (mfSystematicTransactionReportVoList[i].SystematicAmount != 0)
{
drSystematicTransactionReport[4] = mfSystematicTransactionReportVoList[i].SystematicAmount.ToString("f2");
}
else
{
drSystematicTransactionReport[4] = "-";
}
if (mfSystematicTransactionReportVoList[i].SystematicTransactionDate != null && mfSystematicTransactionReportVoList[i].SystematicTransactionDate != DateTime.MinValue)
{
drSystematicTransactionReport[5] = mfSystematicTransactionReportVoList[i].SystematicTransactionDate.ToShortDateString();
}
else
{
drSystematicTransactionReport[5] = "-";
}
if (mfSystematicTransactionReportVoList[i].OriginalTransactionAmount != 0)
{
drSystematicTransactionReport[6] = mfSystematicTransactionReportVoList[i].OriginalTransactionAmount.ToString("f2");
}
else
{
drSystematicTransactionReport[6] = "-";
}
if (mfSystematicTransactionReportVoList[i].OriginalTransactionDate != null && mfSystematicTransactionReportVoList[i].OriginalTransactionDate != DateTime.MinValue)
{
drSystematicTransactionReport[7] = mfSystematicTransactionReportVoList[i].OriginalTransactionDate.ToShortDateString();
}
else
{
drSystematicTransactionReport[7] = "-";
}
drSystematicTransactionReport[8] = i;
dtSystematicTransactionReport.Rows.Add(drSystematicTransactionReport);
systematicTotalAmount = systematicTotalAmount + mfSystematicTransactionReportVoList[i].SystematicAmount;
originalAmountTotal = originalAmountTotal + mfSystematicTransactionReportVoList[i].OriginalTransactionAmount;
}
else if (viewType == "NAT" && (mfSystematicTransactionReportVoList[i].OriginalTransactionDate == DateTime.MinValue ||
mfSystematicTransactionReportVoList[i].OriginalTransactionDate == null) &&
(mfSystematicTransactionReportVoList[i].OriginalTransactionType == "" || mfSystematicTransactionReportVoList[i].OriginalTransactionType == null))
{
drSystematicTransactionReport = dtSystematicTransactionReport.NewRow();
drSystematicTransactionReport[0] = mfSystematicTransactionReportVoList[i].CustomerName;
drSystematicTransactionReport[1] = mfSystematicTransactionReportVoList[i].FolioNum;
drSystematicTransactionReport[2] = mfSystematicTransactionReportVoList[i].SchemePlanName;
if (mfSystematicTransactionReportVoList[i].SystematicTransacionType != null && mfSystematicTransactionReportVoList[i].SystematicTransacionType != "")
{
drSystematicTransactionReport[3] = mfSystematicTransactionReportVoList[i].SystematicTransacionType;
}
else
{
drSystematicTransactionReport[3] = mfSystematicTransactionReportVoList[i].OriginalTransactionType;
}
if (mfSystematicTransactionReportVoList[i].SystematicAmount != 0)
{
drSystematicTransactionReport[4] = mfSystematicTransactionReportVoList[i].SystematicAmount.ToString("f2");
}
else
{
drSystematicTransactionReport[4] = "-";
}
if (mfSystematicTransactionReportVoList[i].SystematicTransactionDate != null && mfSystematicTransactionReportVoList[i].SystematicTransactionDate != DateTime.MinValue)
{
drSystematicTransactionReport[5] = mfSystematicTransactionReportVoList[i].SystematicTransactionDate.ToShortDateString();
}
else
{
drSystematicTransactionReport[5] = "-";
}
if (mfSystematicTransactionReportVoList[i].OriginalTransactionAmount != 0)
{
drSystematicTransactionReport[6] = mfSystematicTransactionReportVoList[i].OriginalTransactionAmount.ToString("f2");
}
else
{
drSystematicTransactionReport[6] = "-";
}
if (mfSystematicTransactionReportVoList[i].OriginalTransactionDate != null && mfSystematicTransactionReportVoList[i].OriginalTransactionDate != DateTime.MinValue)
{
drSystematicTransactionReport[7] = mfSystematicTransactionReportVoList[i].OriginalTransactionDate.ToShortDateString();
}
else
{
drSystematicTransactionReport[7] = "-";
}
drSystematicTransactionReport[8] = i;
dtSystematicTransactionReport.Rows.Add(drSystematicTransactionReport);
systematicTotalAmount = systematicTotalAmount + mfSystematicTransactionReportVoList[i].SystematicAmount;
originalAmountTotal = originalAmountTotal + mfSystematicTransactionReportVoList[i].OriginalTransactionAmount;
}
else if (viewType == "NST" && (mfSystematicTransactionReportVoList[i].SystematicTransacionType == "" || mfSystematicTransactionReportVoList[i].SystematicTransacionType == null) &&
mfSystematicTransactionReportVoList[i].SystematicAmount == 0)
{
drSystematicTransactionReport = dtSystematicTransactionReport.NewRow();
drSystematicTransactionReport[0] = mfSystematicTransactionReportVoList[i].CustomerName;
drSystematicTransactionReport[1] = mfSystematicTransactionReportVoList[i].FolioNum;
drSystematicTransactionReport[2] = mfSystematicTransactionReportVoList[i].SchemePlanName;
if (mfSystematicTransactionReportVoList[i].SystematicTransacionType != null && mfSystematicTransactionReportVoList[i].SystematicTransacionType != "")
{
drSystematicTransactionReport[3] = mfSystematicTransactionReportVoList[i].SystematicTransacionType;
}
else
{
drSystematicTransactionReport[3] = mfSystematicTransactionReportVoList[i].OriginalTransactionType;
}
if (mfSystematicTransactionReportVoList[i].SystematicAmount != 0)
{
drSystematicTransactionReport[4] = mfSystematicTransactionReportVoList[i].SystematicAmount.ToString("f2");
}
else
{
drSystematicTransactionReport[4] = "-";
}
if (mfSystematicTransactionReportVoList[i].SystematicTransactionDate != null && mfSystematicTransactionReportVoList[i].SystematicTransactionDate != DateTime.MinValue)
{
drSystematicTransactionReport[5] = mfSystematicTransactionReportVoList[i].SystematicTransactionDate.ToShortDateString();
}
else
{
drSystematicTransactionReport[5] = "-";
}
if (mfSystematicTransactionReportVoList[i].OriginalTransactionAmount != 0)
{
drSystematicTransactionReport[6] = mfSystematicTransactionReportVoList[i].OriginalTransactionAmount.ToString("f2");
}
else
{
drSystematicTransactionReport[6] = "-";
}
if (mfSystematicTransactionReportVoList[i].OriginalTransactionDate != null && mfSystematicTransactionReportVoList[i].OriginalTransactionDate != DateTime.MinValue)
{
drSystematicTransactionReport[7] = mfSystematicTransactionReportVoList[i].OriginalTransactionDate.ToShortDateString();
}
else
{
drSystematicTransactionReport[7] = "-";
}
drSystematicTransactionReport[8] = i;
dtSystematicTransactionReport.Rows.Add(drSystematicTransactionReport);
systematicTotalAmount = systematicTotalAmount + mfSystematicTransactionReportVoList[i].SystematicAmount;
originalAmountTotal = originalAmountTotal + mfSystematicTransactionReportVoList[i].OriginalTransactionAmount;
}
}
if (dtSystematicTransactionReport.Rows.Count != 0)
{
gvSystematicTransactions.DataSource = dtSystematicTransactionReport;
gvSystematicTransactions.DataBind();
gvSystematicTransactions.Visible = true;
pnlSystematicTransactions.Visible = true;
BindGridSearchBoxes(transactionTypeList, transType, customerNameSearch, schemeNameSearch);
}
else
{
drSystematicTransactionReport = dtSystematicTransactionReport.NewRow();
drSystematicTransactionReport[0] = "";
drSystematicTransactionReport[1] = "";
drSystematicTransactionReport[2] = "";
drSystematicTransactionReport[3] = "";
drSystematicTransactionReport[4] = "";
drSystematicTransactionReport[5] = "";
drSystematicTransactionReport[6] = "";
drSystematicTransactionReport[7] = "";
drSystematicTransactionReport[8] = "";
dtSystematicTransactionReport.Rows.Add(drSystematicTransactionReport);
gvSystematicTransactions.DataSource = dtSystematicTransactionReport;
gvSystematicTransactions.DataBind();
gvSystematicTransactions.Visible = true;
pnlSystematicTransactions.Visible = true;
BindGridSearchBoxes(transactionTypeList, transType, customerNameSearch, schemeNameSearch);
trErrorMessage.Visible = true;
}
}
else
{
drSystematicTransactionReport = dtSystematicTransactionReport.NewRow();
drSystematicTransactionReport[0] = "";
drSystematicTransactionReport[1] = "";
drSystematicTransactionReport[2] = "";
drSystematicTransactionReport[3] = "";
drSystematicTransactionReport[4] = "";
drSystematicTransactionReport[5] = "";
drSystematicTransactionReport[6] = "";
drSystematicTransactionReport[7] = "";
dtSystematicTransactionReport.Rows.Add(drSystematicTransactionReport);
gvSystematicTransactions.DataSource = dtSystematicTransactionReport;
gvSystematicTransactions.DataBind();
gvSystematicTransactions.Visible = true;
pnlSystematicTransactions.Visible = true;
BindGridSearchBoxes(transactionTypeList, transType, customerNameSearch, schemeNameSearch);
trErrorMessage.Visible = true;
}
}
private void SetParameters()
{
if (userType == "advisor")
{
if (ddlBranchForEQ.SelectedIndex == 0 && ddlRMEQ.SelectedIndex == 0)
{
hdnadviserId.Value = advisorVo.advisorId.ToString();
hdnAll.Value = "0";
hdnbranchId.Value = "0";
hdnrmId.Value = "0";
}
else if ((ddlBranchForEQ.SelectedIndex != 0) && (ddlRMEQ.SelectedIndex == 0))
{
hdnadviserId.Value = advisorVo.advisorId.ToString();
hdnbranchId.Value = ddlBranchForEQ.SelectedValue;
hdnAll.Value = "1";
hdnrmId.Value = "0";
}
else if (ddlBranchForEQ.SelectedIndex == 0 && ddlRMEQ.SelectedIndex != 0)
{
hdnadviserId.Value = advisorVo.advisorId.ToString();
hdnbranchId.Value = "0";
hdnAll.Value = "2";
hdnrmId.Value = ddlRMEQ.SelectedValue;;
}
else if (ddlBranchForEQ.SelectedIndex != 0 && ddlRMEQ.SelectedIndex != 0)
{
hdnadviserId.Value = advisorVo.advisorId.ToString();
hdnbranchId.Value = ddlBranchForEQ.SelectedValue;
hdnrmId.Value = ddlRMEQ.SelectedValue;
hdnAll.Value = "3";
}
}
else if (userType == "rm")
{
hdnrmId.Value = rmVo.RMId.ToString();
hdnAll.Value = "0";
}
else if (userType == "bm")
{
if (ddlBranchForEQ.SelectedIndex == 0 && ddlRMEQ.SelectedIndex == 0)
{
hdnbranchHeadId.Value = bmID.ToString();
hdnAll.Value = "0";
hdnrmId.Value = "0";
}
else if ((ddlBranchForEQ.SelectedIndex != 0) && (ddlRMEQ.SelectedIndex == 0))
{
hdnbranchHeadId.Value = bmID.ToString();
hdnbranchId.Value = ddlBranchForEQ.SelectedValue;
hdnAll.Value = "1";
hdnrmId.Value = "0";
}
else if (ddlBranchForEQ.SelectedIndex == 0 && ddlRMEQ.SelectedIndex != 0)
{
hdnbranchHeadId.Value = bmID.ToString();
hdnbranchId.Value = "0";
hdnAll.Value = "2";
hdnrmId.Value = ddlRMEQ.SelectedValue;;
}
else if (ddlBranchForEQ.SelectedIndex != 0 && ddlRMEQ.SelectedIndex != 0)
{
hdnbranchHeadId.Value = bmID.ToString();
hdnbranchId.Value = ddlBranchForEQ.SelectedValue;
hdnrmId.Value = ddlRMEQ.SelectedValue;
hdnAll.Value = "3";
}
}
if (hdnbranchHeadId.Value == "")
{
hdnbranchHeadId.Value = "0";
}
if (hdnbranchId.Value == "")
{
hdnbranchId.Value = "0";
}
if (hdnadviserId.Value == "")
{
hdnadviserId.Value = "0";
}
if (hdnrmId.Value == "")
{
hdnrmId.Value = "0";
}
if (rbtnPickDate.Checked)
{
hdnFromDate.Value = txtFromDate.SelectedDate.ToString();
hdnToDate.Value = txtToDate.SelectedDate.ToString();
}
else
{
if (ddlPeriod.SelectedIndex != 0)
{
dtBo.CalculateFromToDatesUsingPeriod(ddlPeriod.SelectedValue, out dtFrom, out dtTo);
hdnFromDate.Value = dtFrom.ToShortDateString();
hdnToDate.Value = dtTo.ToShortDateString();
}
}
}
protected void btnGo_Click(object sender, EventArgs e)
{
if (rbtnPickPeriod.Checked)
{
if (ddlPeriod.SelectedIndex != 0)
{
dtBo.CalculateFromToDatesUsingPeriod(ddlPeriod.SelectedValue, out dtFrom, out dtTo);
}
}
if (rbtnPickDate.Checked)
{
if (txtFromDate.Text != null && txtFromDate.Text != "")
{
convertedFromDate = Convert.ToDateTime(txtFromDate.Text.Trim(), ci);
}
else
{
convertedFromDate = DateTime.MinValue;
}
if (txtToDate.Text != null && txtToDate.Text != "")
{
convertedToDate = Convert.ToDateTime(txtToDate.Text.Trim(), ci);
}
else
{
convertedToDate = DateTime.MinValue;
}
}
/* For BM Branch wise MIS */
if (userType == "adviser" || userType == "ops")
{
//dsMfMIS = adviserMFMIS.GetMFMISAdviser(advisorVo.advisorId, branchId, rmId, convertedFromDate, convertedToDate);
//if (dsMfMIS.Tables[0].Rows.Count > 0)
//{
// this.BindGrid(convertedFromDate, convertedToDate);
//}
if ((ddlBranch.SelectedIndex == 0) && (ddlRM.SelectedIndex == 0))
{
hdnbranchId.Value = "0";
hdnall.Value = "0";
hdnrmId.Value = "0";
if (rbtnPickPeriod.Checked)
{
this.BindGrid(dtFrom, dtTo);
}
else
{
this.BindGrid(convertedFromDate, convertedToDate);
}
}
else if ((ddlBranch.SelectedIndex != 0) && (ddlRM.SelectedIndex == 0))
{
hdnbranchId.Value = ddlBranch.SelectedValue;
hdnall.Value = "1";
hdnrmId.Value = "0";
if (rbtnPickPeriod.Checked)
{
this.BindGrid(dtFrom, dtTo);
}
else
{
this.BindGrid(convertedFromDate, convertedToDate);
}
}
else if ((ddlBranch.SelectedIndex == 0) && (ddlRM.SelectedIndex != 0))
{
hdnbranchId.Value = "0";
hdnall.Value = "2";
hdnrmId.Value = ddlRM.SelectedValue;
if (rbtnPickPeriod.Checked)
{
this.BindGrid(dtFrom, dtTo);
}
else
{
this.BindGrid(convertedFromDate, convertedToDate);
}
}
else if ((ddlBranch.SelectedIndex != 0) && (ddlRM.SelectedIndex != 0))
{
hdnbranchId.Value = ddlBranch.SelectedValue;
hdnall.Value = "3";
hdnrmId.Value = ddlRM.SelectedValue;
if (rbtnPickPeriod.Checked)
{
this.BindGrid(dtFrom, dtTo);
}
else
{
this.BindGrid(convertedFromDate, convertedToDate);
}
}
}
else if (userType == "bm")
{
if ((ddlBranch.SelectedIndex == 0) && (ddlRM.SelectedIndex == 0))
{
hdnbranchId.Value = "0";
hdnbranchHeadId.Value = bmID.ToString();
hdnall.Value = "2";
hdnrmId.Value = "0";
//dsMfMIS = adviserMFMIS.GetMFMIS(userType, ID, dtFrom, dtTo, 0, 0, int.Parse(hdnbranchHeadId.Value.ToString()), 2);
if (rbtnPickPeriod.Checked)
{
this.BindGrid(dtFrom, dtTo);
}
else
{
this.BindGrid(convertedFromDate, convertedToDate);
}
}
else if ((ddlBranch.SelectedIndex == 0) && (ddlRM.SelectedIndex != 0))
{
hdnbranchId.Value = "0";
hdnbranchHeadId.Value = bmID.ToString();
hdnall.Value = "3";
hdnrmId.Value = ddlRM.SelectedValue;
//dsMfMIS = adviserMFMIS.GetMFMIS(userType, ID, dtFrom, dtTo, int.Parse(hdnrmId.Value.ToString()), 0, int.Parse(hdnbranchHeadId.Value.ToString()), 3);
if (rbtnPickPeriod.Checked)
{
this.BindGrid(dtFrom, dtTo);
}
else
{
this.BindGrid(convertedFromDate, convertedToDate);
}
}
else if ((ddlBranch.SelectedIndex != 0) && (ddlRM.SelectedIndex == 0))
{
hdnbranchId.Value = ddlBranch.SelectedValue;
hdnbranchHeadId.Value = bmID.ToString();
hdnall.Value = "1";
//dsMfMIS = adviserMFMIS.GetMFMIS(userType, ID, dtFrom, dtTo, 0, int.Parse(hdnbranchId.Value.ToString()), 0, 1);
if (rbtnPickPeriod.Checked)
{
this.BindGrid(dtFrom, dtTo);
}
else
{
this.BindGrid(convertedFromDate, convertedToDate);
}
}
else if ((ddlBranch.SelectedIndex != 0) && (ddlRM.SelectedIndex != 0))
{
hdnbranchId.Value = ddlBranch.SelectedValue;
hdnbranchHeadId.Value = bmID.ToString();
hdnall.Value = "0";
hdnrmId.Value = ddlRM.SelectedValue;
//dsMfMIS = adviserMFMIS.GetMFMIS(userType, ID, dtFrom, dtTo, int.Parse(hdnrmId.Value.ToString()), int.Parse(hdnbranchId.Value.ToString()), 0, 0);
if (rbtnPickPeriod.Checked)
{
this.BindGrid(dtFrom, dtTo);
}
else
{
this.BindGrid(convertedFromDate, convertedToDate);
}
}
}
else if (userType == "rm")
{
if (rbtnPickPeriod.Checked)
{
this.BindGrid(dtFrom, dtTo);
}
else
{
this.BindGrid(convertedFromDate, convertedToDate);
}
}
}