private void Submit(object sender, EventArgs e)
{
if (dgvResults.DataSource == null || dgvResults.Rows.Count == 0)
{
MessageBox.Show("Nothing is currently selected", "Error", MessageBoxButtons.OK);
return;
}
if (FormType == "Custodian")
{
if (String.IsNullOrEmpty(CustodianId.ToString()) == false && String.IsNullOrEmpty(PlanId.ToString()) == false)
{
try
{
ISP.Business.Entities.Relational_Custodians_Plans.Insert(CustodianId, PlanId);
this.Close();
}
catch (Exception ex)
{
frmError _frmError = new Presentation.Forms.frmError(frmMain_Parent, ex);
}
}
}
else if (FormType == "Plan")
{
if (String.IsNullOrEmpty(FundId.ToString()) == false && String.IsNullOrEmpty(PlanId.ToString()) == false)
{
try
{
ISP.Business.Entities.Relational_Funds_Plans.Insert(FundId, PlanId, frmMain_Parent.CurrentUser.UserId);
this.Close();
}
catch (Exception ex)
{
frmError _frmError = new Presentation.Forms.frmError(frmMain_Parent, ex);
}
}
}
else if (FormType == "Fund")
{
if (String.IsNullOrEmpty(FundId.ToString()) == false && String.IsNullOrEmpty(PlanId.ToString()) == false)
{
try
{
ISP.Business.Entities.Relational_Funds_Plans.Insert(FundId, PlanId, frmMain_Parent.CurrentUser.UserId);
this.Close();
}
catch (Exception ex)
{
frmError _frmError = new Presentation.Forms.frmError(frmMain_Parent, ex);
}
}
}
}
private void btnSortUp_Click(object sender, EventArgs e)
{
if (dgvFunds.Rows.Count == 0)
{
return;
}
int index = dgvFunds.CurrentRow.Index;
Guid relationalFundsPlansId = new Guid(dgvFunds.Rows[index].Cells[0].Value.ToString());
int oldOrdinal;
try
{
oldOrdinal = Int32.Parse(dgvFunds.Rows[index].Cells[2].Value.ToString());
}
catch
{
oldOrdinal = -1;
}
if (index == 0 || oldOrdinal <= 0)
{
dgvFunds.Rows[index].Cells[2].Value = DBNull.Value;
try
{
ISP.Business.Entities.Relational_Funds_Plans.UpdateOrdinal(relationalFundsPlansId, frmMain_Parent.CurrentUser.UserId, null);
}
catch (Exception ex)
{
frmError _frmError = new Presentation.Forms.frmError(frmMain_Parent, ex);
}
}
else
{
int newOrdinal = oldOrdinal - 1;
dgvFunds.Rows[index].Cells[2].Value = newOrdinal;
try
{
ISP.Business.Entities.Relational_Funds_Plans.UpdateOrdinal(relationalFundsPlansId, frmMain_Parent.CurrentUser.UserId, newOrdinal);
}
catch (Exception ex)
{
frmError _frmError = new Presentation.Forms.frmError(frmMain_Parent, ex);
}
}
SortFundDataGridViewAscending();
SelectRowWithGuid(relationalFundsPlansId);
}
private void btnSaveIpsCriteria_Click(object sender, EventArgs e)
{
try
{
savePlanDetails();
UnsavedChangesIps = false;
MessageBox.Show("IPS Monitoring Criteria successfully saved!", "Success!", MessageBoxButtons.OK);
}
catch (Exception ex)
{
frmError _frmError = new Presentation.Forms.frmError(frmMain_Parent, ex);
}
}
private void btnSaveFund_Click(object sender, EventArgs e)
{
try
{
SaveFundDetails();
MessageBox.Show("Record successfully saved!", "Success!", MessageBoxButtons.OK);
UnsavedChangesFund = false;
}
catch (Exception ex)
{
frmError _frmError = new Presentation.Forms.frmError(frmMain_Parent, ex);
}
}
private void btnSave_Click(object sender, EventArgs e)
{
if (btnTimeStart.Text == "Stop")
{
btnTimeStart.PerformClick();
}
if (String.IsNullOrWhiteSpace(txtStartDate.Text))
{
MessageBox.Show("Start date field cannot be blank. Please correct and try again.", "Error!", MessageBoxButtons.OK);
return;
}
else if (String.IsNullOrWhiteSpace(txtEndDate.Text))
{
MessageBox.Show("End date field cannot be blank. Please correct and try again.", "Error!", MessageBoxButtons.OK);
return;
}
taskTime.Description = txtDescription.Text;
taskTime.StartDate = DateTime.Parse(txtStartDate.Text);
taskTime.EndDate = DateTime.Parse(txtEndDate.Text);
TimeSpan duration = TimeSpan.Parse(txtDuration.Text);
taskTime.DurationMinutes = (decimal)duration.TotalMinutes;
taskTime.Notes = txtNotes.Text;
try
{
taskTime.SaveToDatabase();
this.Close();
}
catch (Exception ex)
{
frmError _frmError = new Presentation.Forms.frmError(frmMain_Parent, ex);
}
}
private void btnDelete_Click(object sender, EventArgs e)
{
if (cboSelectedReview.SelectedItem is string || cboSelectedReview.SelectedIndex == -1 || ((Utilities.ListItem)cboSelectedReview.SelectedItem).HiddenObject == null)
{
MessageBox.Show("The selected Probation Analysis Review is not available for deletion.", "Attention", MessageBoxButtons.OK);
return;
}
Business.Entities.ProbationAnalysis probationAnalysis = (Business.Entities.ProbationAnalysis)((Utilities.ListItem)cboSelectedReview.SelectedItem).HiddenObject;
DialogResult result;
if (probationAnalysis.DatePresented == null)
{
result = MessageBox.Show("Are you sure you wish to delete the Probation Analysis Review for " + SelectedFund.Ticker + " that has not been presented?", "Attention", MessageBoxButtons.YesNoCancel);
}
else
{
result = MessageBox.Show("Are you sure you wish to delete the Probation Analysis Review for " + SelectedFund.Ticker + " presented on " + ((DateTime)probationAnalysis.DatePresented).ToString("MM/dd/yyyy") + "?", "Attention", MessageBoxButtons.YesNoCancel);
}
if (result == DialogResult.Yes)
{
try
{
probationAnalysis.DeleteDatabaseRecord();
MessageBox.Show("Record succesfully deleted!", "Success!", MessageBoxButtons.OK);
}
catch (Exception ex)
{
frmError _frmError = new Presentation.Forms.frmError(frmMain_Parent, ex);
}
GetAssociatedReviewsFromFundAndPlan(SelectedFund.FundId, SelectedPlan.PlanId);
}
}
void btnSave_Click(object sender, EventArgs e)
{
if (String.IsNullOrEmpty(comboBox1.Text))
{
MessageBox.Show("Please enter a task", "Task Save Error", MessageBoxButtons.OK);
}
else if (String.IsNullOrEmpty(UserId))
{
MessageBox.Show("Please enter an owner of this task", "Task Save Error", MessageBoxButtons.OK);
}
else if (textBox1.Text.Length > 2 || textBox2.Text.Length > 2 || textBox3.Text.Length > 4)
{
MessageBox.Show("Please enter a valid date", "Task Save Error", MessageBoxButtons.OK);
}
else if (textBox4.Text.Length > 2 || textBox5.Text.Length > 2)
{
MessageBox.Show("Please enter a valid time", "Task Save Error", MessageBoxButtons.OK);
}
else if (String.IsNullOrEmpty(textBox7.Text) && String.IsNullOrEmpty(textBox8.Text) && String.IsNullOrEmpty(textBox9.Text))
{
MessageBox.Show("A new task must be associated with at least one of the following: fund, account, or manager", "Task Save Error", MessageBoxButtons.OK);
}
else
{
string task = comboBox1.SelectedIndex.ToString();
string mo = textBox1.Text;
string day = textBox2.Text;
string yr = textBox3.Text;
string hr = textBox4.Text;
string mi = textBox5.Text;
string am = domainUpDown.Text;
string dueOn = mo + "/" + day + "/" + yr + " " + hr + ":" + mi + " " + am;
DateTime?DueOn;
bool isValidDate = false;
if (mo == "mm" || day == "dd" || yr == "yyyy" || hr == "hh" || mi == "mm")
{
DueOn = null;
}
else
{
try
{
DueOn = DateTime.Parse(dueOn);
isValidDate = ValidateTime(dueOn, "MM/dd/yyyy hh:mm tt");
}
catch
{
MessageBox.Show("The Due On field is not in the correct format (MM/dd/yyyy hh:mm tt)", "Error", MessageBoxButtons.OK);
return;
}
}
Guid taskTypeId = new Guid(TaskTypeId);
Guid?fundId;
if (String.IsNullOrEmpty(FundId))
{
fundId = null;
}
else
{
fundId = new Guid(FundId);
}
Guid?accountId;
if (String.IsNullOrEmpty(AccountId))
{
accountId = null;
}
else
{
accountId = new Guid(AccountId);
}
Guid?managerId;
if (String.IsNullOrEmpty(ManagerId))
{
managerId = null;
}
else
{
managerId = new Guid(ManagerId);
}
Guid userId = new Guid(UserId);
string TaskDetail = textBox6.Text;
try
{
ISP.Business.Entities.Task.Insert(taskTypeId, fundId, accountId, managerId, userId, TaskDetail, DueOn, frmMain_Parent.CurrentUser.UserId);
MessageBox.Show("Success! The new task has been created!", "Success!", MessageBoxButtons.OK);
}
catch (Exception ex)
{
frmError _frmError = new Presentation.Forms.frmError(frmMain_Parent, ex);
}
this.Close();
}
}
public frmAddExistingItem(frmMain mf, string _FormType, Guid RegardingId1, string RegardingId2, FormClosedEventHandler Close)
{
Presentation.Forms.frmSplashScreen ss = new Presentation.Forms.frmSplashScreen();
ss.Show();
Application.DoEvents();
InitializeComponent();
frmMain_Parent = mf;
Application.AddMessageFilter(this);
controlsToMove.Add(this.label1);
controlsToMove.Add(this.label23);
controlsToMove.Add(this.panel2);
controlsToMove.Add(this.panel16);
controlsToMove.Add(this.pictureBox1);
this.FormClosed += Close;
FormType = _FormType;
if (FormType == "Custodian")
{
FormType = "Custodian";
label23.Text = "Add a custodian";
labelRegarding1.Text = "Plan";
label31.Text = "Select a custodian";
try
{
Business.Entities.Plan plan = new Business.Entities.Plan(RegardingId1);
PlanId = plan.PlanId;
textBox7.Text = plan.PlanName;
}
catch (Exception ex)
{
frmError _frmError = new Presentation.Forms.frmError(frmMain_Parent, ex);
}
}
else if (FormType == "Plan")
{
FormType = "Plan";
label23.Text = "Add a plan";
labelRegarding1.Text = "Fund";
label31.Text = "Select a plan";
try
{
Fund details = new Fund(RegardingId1, null);
FundId = details.FundId;
textBox7.Text = details.FundName;
}
catch (Exception ex)
{
frmError _frmError = new Presentation.Forms.frmError(frmMain_Parent, ex);
}
}
else if (FormType == "Fund")
{
FormType = "Fund";
label23.Text = "Add a fund";
labelRegarding1.Text = "Plan";
label31.Text = "Select a fund";
try
{
Business.Entities.Plan plan = new Business.Entities.Plan(RegardingId1);
PlanId = plan.PlanId;
textBox7.Text = plan.PlanName;
}
catch (Exception ex)
{
frmError _frmError = new Presentation.Forms.frmError(frmMain_Parent, ex);
}
}
ss.Close();
this.Show();
txtSearch.Select();
}
public frmAdvisor(frmMain frmMain_Parent, Guid advisorId, FormClosedEventHandler Close = null)
{
frmSplashScreen ss = new frmSplashScreen();
ss.Show();
Application.DoEvents();
InitializeComponent();
mf_parent = frmMain_Parent;
LoadManagementRolesCbo();
this.MaximumSize = Screen.PrimaryScreen.WorkingArea.Size;
this.MouseWheel += new MouseEventHandler(pnlSummary_MouseWheel);
Application.AddMessageFilter(this);
controlsToMove.Add(this.pnlFormHeader);
controlsToMove.Add(this.pnlHeader);
controlsToMove.Add(this.lblHeader);
FormClosed += Close;
tabMain.SelectedIndex = 0;
AdvisorId = advisorId;
UserId = frmMain_Parent.CurrentUser.UserId;
try
{
UpdateResearchTypeCbo();
LoadManagement();
foreach (DataRow dr in ISP.Business.Entities.Advisors.GetAdvisorDetails(advisorId).Rows)
{
decimal fixedIncome = -1;
decimal equity = -1;
decimal other = -1;
if (String.IsNullOrEmpty(dr["AssetsFixedIncome"].ToString()) == false)
{
Decimal.TryParse(dr["AssetsFixedIncome"].ToString(), out fixedIncome);
}
if (String.IsNullOrEmpty(dr["AssetsEquity"].ToString()) == false)
{
Decimal.TryParse(dr["AssetsEquity"].ToString(), out equity);
}
if (String.IsNullOrEmpty(dr["AssetsOther"].ToString()) == false)
{
Decimal.TryParse(dr["AssetsOther"].ToString(), out other);
}
lblHeader.Text = dr["Name"].ToString();
txtName.Text = dr["Name"].ToString();
Text = dr["Name"].ToString();
label1.Text = "Investment Services Program - " + dr["Name"].ToString();
txtFounded.Text = dr["CompanyFounded"].ToString();
txtPhilosophies.Text = dr["InvestmentPhilosophy"].ToString();
txtConflicts.Text = dr["InterestConflicts"].ToString();
txtRights.Text = dr["ShareHolderRights"].ToString();
txtCompensation.Text = dr["CompensationStructure"].ToString();
cboProfessional.Text = dr["IsCultureProfessional"].ToString();
cboTransparent.Text = dr["IsCultureTransparent"].ToString();
cboMoral.Text = dr["IsCultureMoralStandardsHigh"].ToString();
cboProprietary.Text = dr["IsResearchProprietary"].ToString();
cboQuantitative.Text = dr["IsResearchQuantitative"].ToString();
cboFundamental.Text = dr["IsResearchFundamental"].ToString();
cboResearchType.Text = dr["ResearchTypeIdName"].ToString();
txtSize.Text = dr["StaffSize"].ToString();
txtCredential.Text = dr["StaffCredentials"].ToString();
txtExperience.Text = dr["StaffExperience"].ToString();
txtAnalystRatio.Text = dr["AnalystRatio"].ToString();
if (fixedIncome != -1)
{
txtFixed.Text = fixedIncome.ToString("C");
}
if (equity != -1)
{
txtEquity.Text = equity.ToString("C");
}
if (other != -1)
{
txtOther.Text = other.ToString("C");
}
}
}
catch (Exception ex)
{
frmError _frmError = new Presentation.Forms.frmError(frmMain_Parent, ex);
}
dgvFunds.DataSource = ISP.Business.Entities.Fund.GetAssociatedFromAdvisor(advisorId);
dgvFunds.Columns[0].Visible = false;
dgvMgrs.DataSource = ISP.Business.Entities.Manager.GetAssociatedFromAdvisor(advisorId);
dgvMgrs.Columns[0].Visible = false;
this.Show();
ss.Close();
}
private void btnSave_Click(object sender, EventArgs e)
{
Business.Entities.ProbationAnalysis probationAnalysis;
if (cboSelectedReview.SelectedItem is string || cboSelectedReview.SelectedIndex == -1 || ((Utilities.ListItem)cboSelectedReview.SelectedItem).HiddenObject == null)
{
probationAnalysis = new Business.Entities.ProbationAnalysis();
try
{
if (String.IsNullOrWhiteSpace(txtDateApproved.Text))
{
probationAnalysis.DateApproved = null;
}
else
{
probationAnalysis.DateApproved = DateTime.Parse(txtDateApproved.Text);
}
}
catch
{
MessageBox.Show("Error: The date approved field is not in a propper date format. Please correct and try again.", "Error!", MessageBoxButtons.OK);
return;
}
try
{
if (String.IsNullOrWhiteSpace(txtDatePresented.Text))
{
probationAnalysis.DatePresented = null;
}
else
{
probationAnalysis.DatePresented = DateTime.Parse(txtDatePresented.Text);
}
}
catch
{
MessageBox.Show("Error: The date presented field is not in a propper date format. Please correct and try again.", "Error!", MessageBoxButtons.OK);
return;
}
probationAnalysis.FundId = SelectedFund.FundId;
probationAnalysis.PlanId = SelectedPlan.PlanId;
if (cboSelectedQuarter.SelectedIndex <= 0)
{
probationAnalysis.TimeTableId = null;
}
else
{
probationAnalysis.TimeTableId = ((Business.Entities.TimeTable)((Utilities.ListItem)cboSelectedQuarter.SelectedItem).HiddenObject).TimeTableId;
}
probationAnalysis.ProbationRecognition = txtRecognition.Text;
probationAnalysis.Hypothesis = txtHypothesis.Text;
probationAnalysis.HypothesisSupportandAnalysis = txtHypothesisSupport.Text;
probationAnalysis.TemporaryVsPermanent = txtTemporaryPermanent.Text;
probationAnalysis.SpecialConsiderations = txtConsiderations.Text;
probationAnalysis.Recommendations = txtRecommendation.Text;
if (cboRecommendedWord.SelectedIndex <= 0)
{
probationAnalysis.RecommendedWordId = null;
probationAnalysis.RecommendedWordIdName = null;
}
else
{
probationAnalysis.RecommendedWordId = new Guid(((Utilities.ListItem)cboRecommendedWord.SelectedItem).HiddenValue);
probationAnalysis.RecommendedWordIdName = ((Utilities.ListItem)cboRecommendedWord.SelectedItem).ToString();
}
try
{
probationAnalysis.InsertDatabaseRecord(frmMain_Parent.CurrentUser.UserId);
btnNewProbationAnalysis.Text = "New";
MessageBox.Show("Record succesfully saved!", "Success!", MessageBoxButtons.OK);
}
catch (Exception ex)
{
frmError _frmError = new Presentation.Forms.frmError(frmMain_Parent, ex);
}
}
else
{
probationAnalysis = (Business.Entities.ProbationAnalysis)((Utilities.ListItem)cboSelectedReview.SelectedItem).HiddenObject;
try
{
if (String.IsNullOrWhiteSpace(txtDateApproved.Text))
{
probationAnalysis.DateApproved = null;
}
else
{
probationAnalysis.DateApproved = DateTime.Parse(txtDateApproved.Text);
}
}
catch
{
MessageBox.Show("Error: The date approved field is not in a propper date format. Please correct and try again.", "Error!", MessageBoxButtons.OK);
return;
}
try
{
if (String.IsNullOrWhiteSpace(txtDatePresented.Text))
{
probationAnalysis.DatePresented = null;
}
else
{
probationAnalysis.DatePresented = DateTime.Parse(txtDatePresented.Text);
}
}
catch
{
MessageBox.Show("Error: The date presented field is not in a propper date format. Please correct and try again.", "Error!", MessageBoxButtons.OK);
return;
}
probationAnalysis.FundId = SelectedFund.FundId;
probationAnalysis.PlanId = SelectedPlan.PlanId;
if (cboSelectedQuarter.SelectedIndex <= 0)
{
probationAnalysis.TimeTableId = null;
}
else
{
probationAnalysis.TimeTableId = ((Business.Entities.TimeTable)((Utilities.ListItem)cboSelectedQuarter.SelectedItem).HiddenObject).TimeTableId;
}
probationAnalysis.ProbationRecognition = txtRecognition.Text;
probationAnalysis.Hypothesis = txtHypothesis.Text;
probationAnalysis.HypothesisSupportandAnalysis = txtHypothesisSupport.Text;
probationAnalysis.TemporaryVsPermanent = txtTemporaryPermanent.Text;
probationAnalysis.SpecialConsiderations = txtConsiderations.Text;
probationAnalysis.Recommendations = txtRecommendation.Text;
if (cboRecommendedWord.SelectedIndex <= 0)
{
probationAnalysis.RecommendedWordId = null;
probationAnalysis.RecommendedWordIdName = null;
}
else
{
probationAnalysis.RecommendedWordId = new Guid(((Utilities.ListItem)cboRecommendedWord.SelectedItem).HiddenValue);
probationAnalysis.RecommendedWordIdName = ((Utilities.ListItem)cboRecommendedWord.SelectedItem).ToString();
}
if (cboOwner.SelectedIndex <= 0)
{
probationAnalysis.OwnerId = null;
}
else
{
probationAnalysis.OwnerId = ((User)((Utilities.ListItem)cboOwner.SelectedItem).HiddenObject).UserId;
}
try
{
probationAnalysis.UpdateDatabaseRecord(frmMain_Parent.CurrentUser.UserId);
MessageBox.Show("Record succesfully saved!", "Success!", MessageBoxButtons.OK);
}
catch (Exception ex)
{
frmError _frmError = new Presentation.Forms.frmError(frmMain_Parent, ex);
}
}
GetAssociatedReviewsFromFundAndPlan(SelectedFund.FundId, SelectedPlan.PlanId);
SelectCboSelectedReviewItem(probationAnalysis);
UnsavedChanges = false;
}