private void InitializeDashboard()
{
// Get Group & Portfolio Data from Database
var groupData = PortfolioAccess.GetGroupDataForDashboard();
// Groups the data and Create Objects
var groupDataList = groupData.AsEnumerable()
.GroupBy(x => new { ID = x.Field <int>("GroupID"), PortfolionName = x.Field <string>("GroupName") })
.Select(grp => new GroupUCModel // Creates a List of Group Objects
{
GroupID = grp.Key.ID,
GroupName = grp.Key.PortfolionName,
Portfolios = grp.Where(t => t.Field <int?>("PortfolioID") != null)
.Select(prtf => new PortfolioUCModel // Creates a list of Portfolio Objects
{
PortfolioId = prtf.Field <int>("PortfolioID"),
PortfolioName = prtf.Field <string>("PortfolioName"),
CategoryID = prtf.Field <int>("CategoryID"),
CategoryColor = prtf.Field <string>("Color"),
}).ToList()
}).OrderBy(t => t.GroupID).ToList();
DashboardTblLyt.Controls.Clear();
DashboardTblLyt.ColumnCount = 1;
DashboardTblLyt.RowCount = groupDataList.Count; // Set Row Count based on retrieved group count
groupDataList.ForEach(grp =>
{
// Create GroupUserControl and add it into Dashboard Table Layout
GroupUC grpUC = new GroupUC(grp);
grpUC.Dock = DockStyle.Fill;
DashboardTblLyt.Controls.Add(grpUC);
});
}
private void DeleteBtn_Click(object sender, EventArgs e)
{
try
{
var result = PortfolioAccess.DeletePortfolio(PortfolioFormData.PortfolioID);
if (result)
{
MessageBox.Show(this, "Portfolio Deleted", "Success", MessageBoxButtons.OK, MessageBoxIcon.Information);
this.Close();
}
}
catch (Exception ex)
{
MessageBox.Show(this, "Portfolio Deletion Failed: " + ex.Message, "Failure", MessageBoxButtons.OK, MessageBoxIcon.Error);
}
}
private void SaveBtn_Click(object sender, EventArgs e)
{
try
{
if (string.IsNullOrWhiteSpace(prtfTextBox.Text))
{
MessageBox.Show("Enter Portfolio Name");
return;
}
var portDT = GVToDataTable();
portDT.Columns.Add("TickerId").SetOrdinal(0);
portDT.Columns.Add("PortfolioID", typeof(int));
PortfolioAccess.CreatePortfolio(prtfTextBox.Text, portDT);
MessageBox.Show(this, "Portfolio Created", "Message", MessageBoxButtons.OK, MessageBoxIcon.Information);
this.Close();
}
catch (Exception ex)
{
MessageBox.Show(this, "Portfolio Creation Failed" + ex.Message, "Failed", MessageBoxButtons.OK, MessageBoxIcon.Error);
}
}
private void InitializePortfolio()
{
var prtfData = PortfolioAccess.GetPortfolioData(PortfolioFormData.PortfolioID);
PortfolioGV.DataSource = prtfData;
}
