protected void Page_Load(object sender, EventArgs e)
{
if(!Page.IsPostBack)
{
clsPortfolio Portfolio = new clsPortfolio(this.propClientID, this.propPortfolioID, this.propUserID);
clsClient Client = new clsClient(this.propClientID);
populate(Portfolio, Client);
}
}
private void btnDelete_Click(object sender, EventArgs e)
{
if (MessageBox.Show("Etes vous sur de vouloir supprimer ce client", "Suppression", MessageBoxButtons.YesNo, MessageBoxIcon.Warning) == DialogResult.Yes)
{
clsClient client = new clsClient();
client.Id = Convert.ToInt32(clsGlobal.tbClients.Rows[courant]["ClientID"]);
clsAdministrator admin = new clsAdministrator();
client.DeleteClient(client);
clsDataAdmin.UpdateClients(clsGlobal.tbClients);
}
courant = 0;
Row2Txt();
}
private void populate(clsPortfolio _clsPortfolio, clsClient Client)
{
this.lblValue_ClientName.Text = Client.propForename + " " + Client.propSurname + " (" + Client.propCode + ")";
this.lblValue_Company.Text = _clsPortfolio.propCompany;
this.lblValue_PortfolioType.Text = _clsPortfolio.propPortfolioType;
this.lblValue_Currency.Text = _clsPortfolio.propPortfolioCurrency;
this.lblValue_AccountNumber.Text = _clsPortfolio.propAccountNumber;
this.lblValue_PlanStatus.Text = _clsPortfolio.propPlanStatus;
this.lblValue_StartDate.Text = _clsPortfolio.propPortfolioStartDate.ToString("dd/MM/yyyy");
this.lblValue_PolicyCategory.Text = _clsPortfolio.propLiquidity;
this.lblValue_Profile.Text = _clsPortfolio.propRiskProfile;
this.lblValue_SpecialistInformation.Text = _clsPortfolio.propRetentionTerm;
this.lblValue_Discretionary.Text = _clsPortfolio.propMFPercent == 0 ? "no" : "yes";
}
public void ClientFindMethodOk()
{
//create an instance of the class clsClient
clsClient Aclient = new clsClient();
//boolean variable store the results of the validation
Boolean Found = false;
//create some test data to use with the method
Int32 ClientNo = 1;
//invoke the method
Found = Aclient.Find(ClientNo);
//test to see that the result is correct
Assert.IsTrue(Found);
}
public void ClientFirstNameMaxPlusOne()
{
//create an instance of the class
clsClient Aclient = new clsClient();
//create a variable to record
Boolean Ok;
//51 characters entry
string SomeText = "LennisLennisLennisLennisLennisLennisLenLennisLennisLen";
//Test the valid method with a two character string
Ok = Aclient.Valid(SomeText);
//Assert that the outcome should be true
Assert.IsFalse(Ok);
}
public void ClientFaxNumberPropertyOK()
{
//create an instance of the class
clsClient Aclient = new clsClient();
//create a variable to store the ID of the client
string FaxNumber;
//assign a Faxnumber to variable
FaxNumber = "07495846385";
//try to send same data to the client
Aclient.FaxNumber = FaxNumber;
//check to see that the data in the variable and property are the same
Assert.AreEqual(Aclient.FaxNumber, FaxNumber);
}
public void ClientFirstNameMinLessOne()
{
//create an instance of the class
clsClient AClient = new clsClient();
//create a variable to record the result of the validation test
Boolean OK;
//49 characters entry
string SomeText = "LennisLennisLennisLennisLennisLennisLenLennisLennisL";
//test the valid method with a blank string
OK = AClient.Valid("");
//assert that the outcome should be false
Assert.IsFalse(OK);
}
public void ClientTelephonePropertyOK()
{
//create an instance of the class
clsClient Aclient = new clsClient();
//create a variable to store the Telephone number of the client
string TelephoneNumber;
//assign a client to variable
TelephoneNumber = "07495846385";
//try to send same data to the client
Aclient.TelephoneNumber = TelephoneNumber;
//check to see that the data in the variable and property are the same
Assert.AreEqual(Aclient.TelephoneNumber, TelephoneNumber);
}
public void ClientPositionPropertyOK()
{
//create an instance of the class
clsClient AClient = new clsClient();
//create a variable to store the name of the client
String Position;
//Assign a position to variable
Position = "Human Resource";
//try to send some data to the variable and property are the same
AClient.Position = Position;
//check to see that the data in the variable and property are the same
Assert.AreEqual(AClient.Position, Position);
}
public void ClientEmailPropertyOK()
{
//create an instance of the class
clsClient AClient = new clsClient();
//create a variable to store the name of the client
String Email;
//Assign a client to variable
Email = "*****@*****.**";
//try to send some data to the variable and property are the same
AClient.Email = Email;
//check to see that the data in the variable and property are the same
Assert.AreEqual(AClient.Email, Email);
}
public void ClientFirstNamePropertyOK()
{
//create an instance of the class
clsClient AClient = new clsClient();
//create a variable to store the name of the client
String FirstName;
//Assign a client to variable
FirstName = "Lennis";
//try to send some data to the variable and property are the same
AClient.FirstName = FirstName;
//check to see that the data in the variable and property are the same
Assert.AreEqual(AClient.FirstName, FirstName);
}
private void populate(clsPortfolio _clsPortfolio, clsClient Client)
{
this.lblValue_ClientName.Text = Client.propForename + " " + Client.propSurname + " (" + Client.propCode + ")";
this.lblValue_Company.Text = _clsPortfolio.propCompany;
this.lblValue_PortfolioType.Text = _clsPortfolio.propPortfolioType;
this.lblValue_Currency.Text = _clsPortfolio.propPortfolioCurrency;
this.lblValue_AccountNumber.Text = _clsPortfolio.propAccountNumber;
this.lblValue_PlanStatus.Text = _clsPortfolio.propPlanStatus;
this.lblValue_StartDate.Text = _clsPortfolio.propPortfolioStartDate.ToString("dd/MM/yyyy");
this.lblValue_PolicyCategory.Text = _clsPortfolio.propLiquidity;
this.lblValue_Profile.Text = _clsPortfolio.propRiskProfile;
this.lblValue_SpecialistInformation.Text = _clsPortfolio.propRetentionTerm;
this.lblValue_Discretionary.Text = _clsPortfolio.propMFPercent == 0 ? "no" : "yes";
}
private void gridAll_CellContentClick(object sender, DataGridViewCellEventArgs e)
{
if (!txtEmail.Enabled)
{
ButtonControl(true, true, false, false, true, false);
int clientid = (int)gridAll.Rows[e.RowIndex].Cells[0].Value;
clsClient client = new clsClient();
client = admin.Searched_Client_by_RefClient(clientid);
txtName.Text = client.Name;
txtPhone.Text = client.PhoneNumber;
txtEmail.Text = client.EMail;
cboRefHouse.Text = client.RefHouse.ToString();
cboStatus.Text = client.Status;
}
}
private void btnSave_Click(object sender, EventArgs e)
{
clsClient client = new clsClient();
client.Name = txtName.Text;
client.PhoneNumber = txtPhone.Text;
client.EMail = txtEmail.Text;
client.Status = cboStatus.Text;
client.RefHouse = Convert.ToInt32(cboRefHouse.Text);
if (Addmode)
{
if (admin.Add_New_Client(client))
{
MessageBox.Show("New Client : " + client.Name + " is successfully added", "New Client Added");
}
else
{
MessageBox.Show("The Client " + client.Name + " is not added.", "Try Again");
}
admin.Refresh_Database();
}
else
{
client.RefClient = (int)gridAll.Rows[gridAll.CurrentRow.Index].Cells[0].Value;
if (admin.Edit_Client(client))
{
MessageBox.Show("Client ID " + client.RefHouse + " is successfully modified", "Client Modified");
}
else
{
MessageBox.Show("Client ID : " + client.RefHouse + " is not modified.", "Try Again");
}
}
if (permission == 2)
{
List <clsClient> temp = new List <clsClient>();
temp.Add(agent.Searched_Cleint_For_This_Agent(refagent));
gridAll.DataSource = temp;
}
else
{
gridAll.DataSource = admin.All_Client();
}
ButtonControl(true, true, false, false, true, false);
}
public void ClientPositionExtremeMax()
{
//create an instancce of the class
clsClient Aclient = new clsClient();
//Assign a client to variable
string FirstName = "Lennis";
string LastName = "Ngugi";
string Email = "*****@*****.**";
string Position = " ";
Position = Position.PadRight(60, 'a');
//try to send some data to the variable and property are the same
Aclient.Position = Position;
//check to see that the data in the variable and property are the same
Assert.AreEqual(Aclient.Position, Position);
}
public static bool updateClient(clsClient newClientData)
{
if (Exist(newClientData.Email))
{
int index = getIndexByEmail(newClientData.Email);
tabClient.Rows[index]["name"] = newClientData.Name;
tabClient.Rows[index]["email"] = newClientData.Email;
tabClient.Rows[index]["phone"] = newClientData.Phone;
tabClient.Rows[index]["type"] = newClientData.clientType;
tabClient.Rows[index]["refType"] = newClientData.ParentType;
tabClient.Rows[index]["refName"] = newClientData.ParentName;
tabClient.Rows[index]["refid"] = newClientData.ParentId;
return(true);
}
return(false);
}
protected void btnContactMeSend_Click(object sender, EventArgs e)
{
strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
strPortfolioID = Session[clsSystem_Session.strSession.tempportfolioid.ToString()].ToString();
strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
clsIFA IFA = new clsIFA(int.Parse(Session["ifaid"].ToString()));
clsClient Client = new clsClient(strClientID);
clsPortfolio Portfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);
String strEmailMessage = "";
try
{
String strRecipient = IFA.propIFAEmail;
try
{
strEmailMessage = clsEmail.generateEmailBody("ClientRequestContact", IFA.propIFA_Name, Client.propForename + " " + Client.propSurname,
Portfolio.propCompany, this.txtContactMeByTel.Text.Trim(), this.txtContactMeComments.Text.Trim(), null, null);
}
catch
{
ClientScript.RegisterStartupScript(this.GetType(), "AlertNoEmailTemplate", "alert('System error! No email template found for this purpose. Please report this error to your systems administrator');", true);
return;
}
clsEmail.Send(strRecipient, "*****@*****.**", "NAV-Switch client request", strEmailMessage, Portfolio.propSwitch.propSwitchID, strClientID, clsEmail.enumEmailPurpose.ClientRequestingContact);
clsSwitch.updateSwitchHeader(Portfolio.propSwitch.propSwitchID, clsSwitch.enumSwitchStatus.Request_ForDiscussion);
int intHistoryID = clsHistory.insertHeader(Portfolio.propPortfolioID, Portfolio.propSwitch.propSwitchID, (Int16)clsSwitch.enumSwitchStatus.Request_ForDiscussion);
clsHistory.insertMessage(intHistoryID, strEmailMessage);
ClientScript.RegisterStartupScript(this.GetType(), "EmailRequestContactSent", "alert('Request for contact to your IFA has been sent successfully');", true);
populateProposedSwitch(Portfolio.propSwitch.propSwitchDetails);
enableButtons(clsSwitch.enumSwitchStatus.Request_ForDiscussion);
}
catch (Exception ex)
{
ClientScript.RegisterStartupScript(this.GetType(), "EmailFailedAlert", "alert('Sending failed. Error: " + ex.Message.Replace("'", " ") + "');", true);
return;
}
}
public void ClientPositionMaxPlusOne()
{
//create an instance of the class we want to create
clsClient Aclient = new clsClient();
//boolean variable to store the results of the validation
Boolean OK = false;
//assign a position to variable
string Position = " ";
Position = Position.PadRight(51, 'a');
//try to send some data to the variable and property are the same
Aclient.Position = Position;
//invoke the method
OK = Aclient.Valid(Position);
//check to see that the data in the variable and property are the same
Assert.AreEqual(Aclient.Position, Position);
}
public clsClientData()
{
clientData = new Dictionary <string, clsClient>();
clsClient client1 = new clsClient("cl01", "Aron", "*****@*****.**", "12345", "Aron", "Seller", "Agent", "agent1", "ag01");
clsClient client2 = new clsClient("cl02", "Glenn", "*****@*****.**", "12345", "Glenn", "Buyer", "Agent", "agent1", "ag01");
clsClient client3 = new clsClient("cl03", "Mitchell", "*****@*****.**", "12345", "Mitchell", "Seller", "Admin", "Rahul", "ad01");
clsClient client4 = new clsClient("cl04", "Pat", "*****@*****.**", "12345", "Pat", "Buyer", "Agent", "agent2", "ag02");
clsClient client5 = new clsClient("cl05", "Marcus", "*****@*****.**", "12345", "Marcus", "Seller", "Agent", "agent3", "ag03");
clsClient client6 = new clsClient("cl06", "Alex", "*****@*****.**", "12345", "Alex", "Buyer", "Admin", "John", "ad02");
clientData.Add("*****@*****.**", client1);
clientData.Add("*****@*****.**", client2);
clientData.Add("*****@*****.**", client3);
clientData.Add("*****@*****.**", client4);
clientData.Add("*****@*****.**", client5);
clientData.Add("*****@*****.**", client6);
}
protected void btnDeclineSwitch_Click(object sender, EventArgs e)
{
strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
strPortfolioID = Session[clsSystem_Session.strSession.tempportfolioid.ToString()].ToString();
clsPortfolio oPortfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);
int intSwitchID = (int)ViewState["intSwitchID"];
string backPageURL = "https://" + Request.ServerVariables["SERVER_NAME"] + ":" + Request.ServerVariables["SERVER_PORT"] + "/report/" + "portfoliodetails.asp";
try
{
clsIFA IFA = new clsIFA(int.Parse(Session["ifaid"].ToString()));
clsClient Client = new clsClient(strClientID);
String strEmailMessage = "";
String strRecipient = IFA.propIFAEmail;
try
{
strEmailMessage = clsEmail.generateEmailBody("ClientDeclineNotification", IFA.propIFA_Name, Client.propForename + " " + Client.propSurname, oPortfolio.propCompany, null, this.txtDeclineDescription.Text.Trim(), null, null);
}
catch
{
ClientScript.RegisterStartupScript(this.GetType(), "AlertNoEmailTemplate", "alert('System error! No email template found for declining email. Please report this error to your systems administrator');", true);
return;
}
clsEmail.Send(strRecipient, "*****@*****.**", "NAV-Switch client declined proposed switch", strEmailMessage, intSwitchID, strClientID, clsEmail.enumEmailPurpose.ClientDeclinedSwitchPortfolio);
clsSwitch.updateSwitchHeader(intSwitchID, clsSwitch.enumSwitchStatus.Declined_Client, new clsSwitch(intSwitchID).propDescription);
int intHistoryID = clsHistory.insertHeader(oPortfolio.propPortfolioID, intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Declined_Client);
clsHistory.insertMessage(intHistoryID, strEmailMessage);
clsSwitch_Client.declineSwitch(intSwitchID);
ClientScript.RegisterStartupScript(this.GetType(), "alertDeclinedSwitch", "alert('This switch has been declined.'); window.location='" + backPageURL + "';", true);
}
catch (Exception ex)
{
ClientScript.RegisterStartupScript(this.GetType(), "alertDeclinedSwitcherror", "alert('Error declining switch! " + ex.ToString().Replace("'", " ") + "'); window.location='" + backPageURL + "';", true);
}
}
public static bool AddClient(clsClient newClientData)
{
if (!Exist(newClientData.Email))
{
DataRow myRow = tabClient.NewRow();
myRow["refAgentid"] = newClientData.Name;
myRow["email"] = newClientData.Email;
myRow["phone"] = newClientData.Phone;
myRow["type"] = newClientData.clientType;
myRow["refType"] = newClientData.ParentType;
myRow["refName"] = newClientData.ParentName;
myRow["refid"] = newClientData.ParentId;
tabClient.Rows.Add(myRow);
return(true);
}
return(false);
}
protected void btnDeclineSwitch_Click(object sender, EventArgs e)
{
String strSchemeID = Session[clsSystem_Session.strSession.tempschemeid.ToString()].ToString();
String strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
String strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
clsScheme Scheme = new clsScheme(strClientID, strSchemeID);
int intSwitchID = propSwitchID;
try
{
clsIFA IFA = new clsIFA(int.Parse(Session["ifaid"].ToString()));
clsClient Client = new clsClient(strClientID);
String strEmailMessage = "";
String strRecipient = IFA.propIFAEmail;
try
{
strEmailMessage = clsEmail.generateEmailBody("ClientDeclineNotification", IFA.propIFA_Name, Client.propForename + " " + Client.propSurname, Scheme.propCompany.propCompany, null, this.txtDeclineDescription.Text.Trim(), null, null);
}
catch
{
Page.ClientScript.RegisterStartupScript(this.GetType(), "AlertNoEmailTemplate", "alert('System error! No email template found for declining email. Please report this error to your systems administrator');", true);
return;
}
clsEmail.Send(strRecipient, "*****@*****.**", "NAV-Switch client declined proposed switch", strEmailMessage, intSwitchID, strClientID, clsEmail.enumEmailPurpose.ClientDeclinedSwitchScheme);
clsSwitchScheme.updateSwitchHeader(intSwitchID, clsSwitch.enumSwitchStatus.Declined_Client, new clsSwitch(intSwitchID).propDescription);
int intHistoryID = clsHistory.clsHistoryScheme.insertHeader(strSchemeID, intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Declined_Client);
clsHistory.clsHistoryScheme.insertMessage(intHistoryID, strEmailMessage);
clsSwitchScheme_Client.declineSwitch(intSwitchID);
Page.ClientScript.RegisterStartupScript(this.GetType(), "alertDeclinedSwitch", "alert('This switch has been declined.'); window.location='" + this.propBackPageURL + "';", true);
}
catch (Exception ex)
{
Page.ClientScript.RegisterStartupScript(this.GetType(), "alertDeclinedSwitcherror", "alert('Error declining switch! " + ex.ToString().Replace("'", " ") + "'); window.location='" + this.propBackPageURL + "';", true);
}
}
public void ClientFaxExtremeMax()
{
//create an instance of the class
clsClient Aclient = new clsClient();
//boolean variable to store the results of the validation
Boolean OK = false;
//create some test data to pass to the method
string FirstName = "Lennis";
string LastName = "Ngugi";
string Email = "*****@*****.**";
string Position = "Human Resource";
Int64 Telephone = 0748409423456;
Int64 FaxNumber = 07484094234567678;
//invoke the method
OK = Aclient.Valid(FirstName, LastName, Email, Position, Telephone, FaxNumber);
//test to see that the result is correct
Assert.IsTrue(OK);
}
protected void NotifyApprovedSwtich()
{
//try
//{
String strSchemeID = Session[clsSystem_Session.strSession.tempschemeid.ToString()].ToString();
String strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
clsScheme Scheme = new clsScheme(strClientID, strSchemeID);
clsSwitchScheme switchScheme = new clsSwitchScheme(Scheme);
string htmlTemplate = clsOutput.generateApprovedSwitchScheme(Scheme);
StyleSheet style = clsOutput.getStyleSheet_ApprovedSwitch();
string strFilename = clsOutput.generateOutputFile(clsOutput.enumOutputType.PDF, htmlTemplate, style, switchScheme.propSwitchID, clsOutput.enumSwitchType.Scheme);
int intIFAID = int.Parse(Session["ifaid"].ToString());
string strRecepient = (new clsIFA(intIFAID)).propIFAEmail;
string strSender = "*****@*****.**";
string strSubject = "Switch Instruction";
string strBody = clsEmail.generateEmailBody((Scheme.propConfirmationRequired ? "NotifyApprovedEmailReqSign" : "NotifyApprovedEmail"), null, null, null, null, null, Scheme.propCompany.propCompany, switchScheme.propSwitchID.ToString());
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, switchScheme.propSwitchID, switchScheme.propClient.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
clsClient client = new clsClient(Scheme.propClient.propClientID);
string ClientName = client.propForename + " " + client.propSurname;
if (!String.IsNullOrEmpty(client.propEmailWork))
{
strRecepient = client.propEmailWork;
strBody = clsEmail.generateEmailBody((Scheme.propConfirmationRequired ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Scheme.propCompany.propCompany, null);
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, switchScheme.propSwitchID, Scheme.propClient.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
}
if (!String.IsNullOrEmpty(client.propEmailPersonal))
{
strRecepient = client.propEmailPersonal;
strBody = clsEmail.generateEmailBody((Scheme.propConfirmationRequired ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Scheme.propCompany.propCompany, null);
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, switchScheme.propSwitchID, Scheme.propClient.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
}
//}
//catch (Exception e)
//{
// Response.Write("<p>" + e.ToString() + "</p>");
//}
}
private void BtnLogin_Click(object sender, EventArgs e)
{
clsDbConnection _db = clsDbConnection.Instance;
bool result = _db.CheckLogin(txbUser.Text, txbPass.Text);
this.blLogado = result;
if (result)
{
MessageBox.Show("Seja bem vindo!");
clsClient _clt = clsClient.Instance;
_clt.SetLoggedUser(txbUser.Text);
this.Close();
}
else
{
MessageBox.Show("Usuário ou senha incorreto!");
}
}
public void ValidMethodOK()
{
//create an instance of the class we went to create
clsClient AClient = new clsClient();
//boolean variable to store the results of the validation
Boolean OK = false;
//create some test data to pass to the method
String CompanyNo = "1";
String FirstName = "Lennis";
String LastName = "Ngugi";
String Email = "*****@*****.**";
String Position = "Human Resource";
String Telephone = "02454435435";
String FaxNumber = "04554354354";
//invoke the method
OK = AClient.Valid(CompanyNo, FirstName, LastName, Email, Position, Telephone, FaxNumber);
//test to see what the result is correct
Assert.IsTrue(OK);
}
public void ClientFirstNameMid()
{
//create an instaqnce of the class we want to create
clsClient Aclient = new clsClient();
//boolean variable to store the results of the validation
Boolean OK = false;
//create some test data to pass to the method
string FirstName = " ";
FirstName = FirstName.PadRight(15, 'a');
string LastName = "Ngugi";
string Email = "*****@*****.**";
string Position = "Human Resource";
Int64 Telephone = 07484094234;
Int64 FaxNumber = 04545485956;
//invoke the method
OK = Aclient.Valid(FirstName, LastName, Email, Position, Telephone, FaxNumber);
//test to see that the result is correct
Assert.IsTrue(OK);
}
static public clsClient SearchClient_by_RefClient(int refclient)
{
clsClient temp = new clsClient();
foreach (DataRow i in mySet.Tables["Clients"].Rows)
{
if ((int)i["RefClient"] == refclient)
{
temp.RefClient = refclient;
temp.Name = i["ClientName"].ToString();
temp.PhoneNumber = i["PhoneNumber"].ToString();
temp.EMail = i["Email"].ToString();
temp.Status = i["Status"].ToString();
if (temp.Status.ToString() != "Buyer")
{
temp.RefHouse = (int)i["RefHouse"];
}
}
}
return(temp);
}
static public List <clsClient> All_Client()
{
List <clsClient> temp_list = new List <clsClient>();
clsClient temp;
foreach (DataRow i in mySet.Tables["Clients"].Rows)
{
temp = new clsClient();
temp.RefClient = (int)i["RefClient"];
temp.Name = i["ClientName"].ToString();
temp.PhoneNumber = i["PhoneNumber"].ToString();
temp.EMail = i["Email"].ToString();
temp.Status = i["Status"].ToString();
if (temp.Status.ToString() != "Buyer")
{
temp.RefHouse = (int)i["RefHouse"];
}
temp_list.Add(temp);
}
return(temp_list);
}
protected void NotifyApprovedSwtich(clsSwitch Switch)
{
try
{
int intIFAID = int.Parse(Session["ifaid"].ToString());
clsIFA IFA = new clsIFA(intIFAID);
string htmlTemplate = clsOutput.generateApprovedSwitch(Switch, IFA.propIFA_ID);
StyleSheet style = clsOutput.getStyleSheet_ApprovedSwitch();
string strFilename = clsOutput.generateOutputFile(clsOutput.enumOutputType.PDF, htmlTemplate, style, Switch.propSwitchID, clsOutput.enumSwitchType.Portfolio);
string strRecepient = IFA.propIFAEmail;
string strSender = "*****@*****.**";
string strSubject = "Switch Instruction";
string strBody = clsEmail.generateEmailBody((Switch.propPortfolio.propConfirmationRequired ? "NotifyApprovedEmailReqSign" : "NotifyApprovedEmail"), null, null, null, null, null, Switch.propPortfolio.propCompany, Switch.propSwitchID.ToString());
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Switch.propSwitchID, Switch.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
clsClient client = new clsClient(Switch.propClientID);
string ClientName = client.propForename + " " + client.propSurname;
if (!String.IsNullOrEmpty(client.propEmailWork))
{
strRecepient = client.propEmailWork;
strBody = clsEmail.generateEmailBody((Switch.propPortfolio.propConfirmationRequired ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Switch.propPortfolio.propCompany, null);
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Switch.propSwitchID, Switch.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
}
if (!String.IsNullOrEmpty(client.propEmailPersonal))
{
strRecepient = client.propEmailPersonal;
strBody = clsEmail.generateEmailBody((Switch.propPortfolio.propConfirmationRequired ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Switch.propPortfolio.propCompany, null);
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Switch.propSwitchID, Switch.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
}
//:SwitchType_IFA Name_Client Name_yyyy-mm-dd.pdf
}
catch (Exception ex)
{
Response.Write("Exception Occured<br/>");
Response.Write(String.Format("<p>{0}</p><br/>", ex.ToString()));
}
}
protected void btnOK_Click(object sender, EventArgs e)
{
//create a new instance of clsClient
clsClient AnClient = new clsClient();
////capture the clients number
//AnClient.ClientId = txtClientId.Text;
////capture the clients name
//AnClient.ClientName = txtClientName.Text;
////capture the billing information
//AnClient.BillingInformation = txtBillingInformation.Text;
////capture the subscription type
//AnClient.SubscriptionType = txtSubscriptionType.Text;
////capture the sign up date
//AnClient.SignUpDate = txtSignUpDate.Text;
////capture if the client is active or not
//AnClient.Active = txtActive.Text;
////store the address in the session object
//Session["AnClient"] = AnClient;
////redirect to the viewer page
//Response.Write("ClientViewer.aspx");
}
protected void btnBulkSwitch_Click(object sender, EventArgs e)
{
if (!this.txtDescription.Text.Trim().Equals(string.Empty))
{
clsModelPortfolio _clsModelPortfolio = new clsModelPortfolio(Portfolio(), ModelID(), ModelPortfolioID());
_clsModelPortfolio.propModelPortfolioDesc = txtDescription.Text.Trim();
_clsModelPortfolio.updateModelPortfolioHeader();
}
List <clsClient> listOfClient = new List <clsClient>();
foreach (GridViewRow row in gvClientListInModel.Rows)
{
CheckBox cbox = (CheckBox)row.FindControl("cboxSelected");
string strClientID = Convert.ToString(gvClientListInModel.DataKeys[row.RowIndex].Values[0]);
if (cbox.Checked)
{
clsClient oClient = new clsClient(strClientID);
listOfClient.Add(oClient);
}
}
populateClientAndMobileNumber(listOfClient);
mpeClientPopup.Show();
}
protected void btnBulkSwitch_Click(object sender, EventArgs e)
{
if (!this.txtDescription.Text.Trim().Equals(string.Empty))
{
clsModelPortfolio _clsModelPortfolio = new clsModelPortfolio(Portfolio(), ModelID(), ModelPortfolioID());
_clsModelPortfolio.propModelPortfolioDesc = txtDescription.Text.Trim();
_clsModelPortfolio.updateModelPortfolioHeader();
}
List<clsClient> listOfClient = new List<clsClient>();
foreach (GridViewRow row in gvClientListInModel.Rows)
{
CheckBox cbox = (CheckBox)row.FindControl("cboxSelected");
string strClientID = Convert.ToString(gvClientListInModel.DataKeys[row.RowIndex].Values[0]);
if (cbox.Checked)
{
clsClient oClient = new clsClient(strClientID);
listOfClient.Add(oClient);
}
}
populateClientAndMobileNumber(listOfClient);
mpeClientPopup.Show();
}
protected void NotifyApprovedSwtich(clsSwitch Switch)
{
int intIFAID = int.Parse(Session["ifaid"].ToString());
clsIFA IFA = new clsIFA(intIFAID);
string htmlTemplate = clsOutput.generateApprovedSwitch(Switch, IFA.propIFA_ID);
StyleSheet style = clsOutput.getStyleSheet_ApprovedSwitch();
string strFilename = clsOutput.generateOutputFile(clsOutput.enumOutputType.PDF, htmlTemplate, style, Switch.propSwitchID, clsOutput.enumSwitchType.Portfolio);
string strRecepient = IFA.propIFAEmail;
string strSender = "*****@*****.**";
string strSubject = "Switch Instruction";
string strBody = clsEmail.generateEmailBody((Switch.propPortfolio.propConfirmationRequired ? "NotifyApprovedEmailReqSign" : "NotifyApprovedEmail"), null, null, null, null, null, Switch.propPortfolio.propCompany, Switch.propSwitchID.ToString());
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Switch.propSwitchID, Switch.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
clsClient client = new clsClient(Switch.propClientID);
string ClientName = client.propForename + " " + client.propSurname;
if (!String.IsNullOrEmpty(client.propEmailWork))
{
strRecepient = client.propEmailWork;
strBody = clsEmail.generateEmailBody((Switch.propPortfolio.propConfirmationRequired ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Switch.propPortfolio.propCompany, null);
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Switch.propSwitchID, Switch.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
}
if (!String.IsNullOrEmpty(client.propEmailPersonal))
{
strRecepient = client.propEmailPersonal;
strBody = clsEmail.generateEmailBody((Switch.propPortfolio.propConfirmationRequired ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Switch.propPortfolio.propCompany, null);
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Switch.propSwitchID, Switch.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
}
}
protected void NotifyApprovedSwtich()
{
//try
//{
String strSchemeID = Session[clsSystem_Session.strSession.tempschemeid.ToString()].ToString();
String strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
clsScheme Scheme = new clsScheme(strClientID, strSchemeID);
clsSwitchScheme switchScheme = new clsSwitchScheme(Scheme);
string htmlTemplate = clsOutput.generateApprovedSwitchScheme(Scheme);
StyleSheet style = clsOutput.getStyleSheet_ApprovedSwitch();
string strFilename = clsOutput.generateOutputFile(clsOutput.enumOutputType.PDF, htmlTemplate, style, switchScheme.propSwitchID, clsOutput.enumSwitchType.Scheme);
int intIFAID = int.Parse(Session["ifaid"].ToString());
string strRecepient = (new clsIFA(intIFAID)).propIFAEmail;
string strSender = "*****@*****.**";
string strSubject = "Switch Instruction";
string strBody = clsEmail.generateEmailBody((Scheme.propConfirmationRequired ? "NotifyApprovedEmailReqSign" : "NotifyApprovedEmail"), null, null, null, null, null, Scheme.propCompany.propCompany, switchScheme.propSwitchID.ToString());
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, switchScheme.propSwitchID, switchScheme.propClient.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
clsClient client = new clsClient(Scheme.propClient.propClientID);
string ClientName = client.propForename + " " + client.propSurname;
if (!String.IsNullOrEmpty(client.propEmailWork))
{
strRecepient = client.propEmailWork;
strBody = clsEmail.generateEmailBody((Scheme.propConfirmationRequired ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Scheme.propCompany.propCompany, null);
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, switchScheme.propSwitchID, Scheme.propClient.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
}
if (!String.IsNullOrEmpty(client.propEmailPersonal))
{
strRecepient = client.propEmailPersonal;
strBody = clsEmail.generateEmailBody((Scheme.propConfirmationRequired ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Scheme.propCompany.propCompany, null);
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, switchScheme.propSwitchID, Scheme.propClient.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
}
//}
//catch (Exception e)
//{
// Response.Write("<p>" + e.ToString() + "</p>");
//}
}
protected void btnDeclineSwitch_Click(object sender, EventArgs e)
{
String strSchemeID = Session[clsSystem_Session.strSession.tempschemeid.ToString()].ToString();
String strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
String strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
clsScheme Scheme = new clsScheme(strClientID, strSchemeID);
int intSwitchID = propSwitchID;
try
{
clsIFA IFA = new clsIFA(int.Parse(Session["ifaid"].ToString()));
clsClient Client = new clsClient(strClientID);
String strEmailMessage = "";
String strRecipient = IFA.propIFAEmail;
try
{
strEmailMessage = clsEmail.generateEmailBody("ClientDeclineNotification", IFA.propIFA_Name, Client.propForename + " " + Client.propSurname, Scheme.propCompany.propCompany, null, this.txtDeclineDescription.Text.Trim(), null, null);
}
catch
{
Page.ClientScript.RegisterStartupScript(this.GetType(), "AlertNoEmailTemplate", "alert('System error! No email template found for declining email. Please report this error to your systems administrator');", true);
return;
}
clsEmail.Send(strRecipient, "*****@*****.**", "NAV-Switch client declined proposed switch", strEmailMessage, intSwitchID, strClientID, clsEmail.enumEmailPurpose.ClientDeclinedSwitchScheme);
clsSwitchScheme.updateSwitchHeader(intSwitchID, clsSwitch.enumSwitchStatus.Declined_Client, new clsSwitch(intSwitchID).propDescription);
int intHistoryID = clsHistory.clsHistoryScheme.insertHeader(strSchemeID, intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Declined_Client);
clsHistory.clsHistoryScheme.insertMessage(intHistoryID, strEmailMessage);
clsSwitchScheme_Client.declineSwitch(intSwitchID);
Page.ClientScript.RegisterStartupScript(this.GetType(), "alertDeclinedSwitch", "alert('This switch has been declined.'); window.location='" + this.propBackPageURL + "';", true);
}
catch (Exception ex)
{
Page.ClientScript.RegisterStartupScript(this.GetType(), "alertDeclinedSwitcherror", "alert('Error declining switch! " + ex.ToString().Replace("'", " ") + "'); window.location='" + this.propBackPageURL + "';", true);
}
}
protected void btnAmendSave_Click(object sender, EventArgs e)
{
captureSwitchGridviewDetails();
strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
strPortfolioID = Session[clsSystem_Session.strSession.tempportfolioid.ToString()].ToString();
List<clsSwitchDetails_Client> ListSwitchDetails = (List<clsSwitchDetails_Client>)Session["SwitchDetails_Client"];
saveclientSwitch(clsSwitch.enumSwitchStatus.Saved, ListSwitchDetails[0].propSwitchID, this.txtAmendDesc.Text.Trim());
clsPortfolio oPortfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);
bool hasIFAPermit = oPortfolio.propPortfolioDetails[0].propSwitchIFAPermit;
int intSwitchID = ListSwitchDetails[0].propSwitchID;
if (hasIFAPermit)
{
sendValidationCode(this.txtSMSMobileNoApproval.Text.Trim());
}
else
{
clsIFA IFA = new clsIFA(int.Parse(Session["ifaid"].ToString()));
clsClient Client = new clsClient(strClientID);
String strEmailMessage = "";
try
{
String strRecipient = IFA.propIFAEmail;
try
{
strEmailMessage = clsEmail.generateEmailBody("ClientAmendmentNotification", null, Client.propForename + " " + Client.propSurname, null, null, null, null, null);
}
catch
{
ClientScript.RegisterStartupScript(this.GetType(), "AlertNoEmailTemplate", "alert('System error! No email template found for this purpose. Please report this error to your systems administrator');", true);
return;
}
clsEmail.Send(strRecipient, "*****@*****.**", "NAV-Switch client amended proposed switch", strEmailMessage, oPortfolio.propSwitch.propSwitchID, strClientID, clsEmail.enumEmailPurpose.ClientRequestingContact);
clsSwitch_Client.updateSwitchHeader(clsSwitch.enumSwitchStatus.Proposed, intSwitchID, this.txtAmendDesc.Text.Trim());
clsSwitch.updateSwitchHeader(intSwitchID, clsSwitch.enumSwitchStatus.Amended, new clsSwitch(intSwitchID).propDescription);
int intHistoryID = clsHistory.insertHeader(oPortfolio.propPortfolioID, intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Amended);
clsHistory.insertDetailsClient(intHistoryID, ListSwitchDetails);
clsHistory.insertMessage(intHistoryID, this.txtAmendDesc.Text.Trim());
string backPageURL = "https://" + Request.ServerVariables["SERVER_NAME"] + ":" + Request.ServerVariables["SERVER_PORT"] + "/report/" + "portfoliodetails.asp";
ClientScript.RegisterStartupScript(this.GetType(), "EmailAmendNotification", "alert('An email was sent to notify your IFA regarding the amendments in the proposed switch.'); window.location='" + backPageURL + "';", true);
}
catch (Exception ex)
{
ClientScript.RegisterStartupScript(this.GetType(), "EmailFailedAlert", "alert('Sending failed. Error: " + ex.Message.Replace("'", " ") + "');", true);
return;
}
}
Session["SwitchDetails_Client"] = oPortfolio.propSwitchClient.propSwitchDetails;
populateAmendSwitch((List<clsSwitchDetails_Client>)Session["SwitchDetails_Client"]);
}
protected void btnAmendSave_Click(object sender, EventArgs e)
{
captureSwitchGridviewDetails();
String strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
String strSchemeID = Session[clsSystem_Session.strSession.tempschemeid.ToString()].ToString();
String strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
saveclientSwitch(clsSwitch.enumSwitchStatus.Saved, propSwitchID, this.txtAmendDesc.Text.Trim());
bool hasIFAPermit = (bool)Session["IFAPermit"];
int intSwitchID = propSwitchID;
if (hasIFAPermit)
{
sendValidationCode(this.txtSMSMobileNoApproval.Text.Trim());
}
else
{
clsIFA IFA = new clsIFA(int.Parse(Session["ifaid"].ToString()));
clsClient Client = new clsClient(strClientID);
String strEmailMessage = "";
try
{
String strRecipient = IFA.propIFAEmail;
try
{
strEmailMessage = clsEmail.generateEmailBody("SchemeClientAmendmentNotification", null, Client.propForename + " " + Client.propSurname, null, null, null, null, null);
strEmailMessage = Server.HtmlEncode(strEmailMessage);
}
catch
{
Page.ClientScript.RegisterStartupScript(this.GetType(), "AlertNoEmailTemplate", "alert('System error! No email template found for this purpose. Please report this error to your systems administrator');", true);
return;
}
clsSwitchScheme_Client.updateSwitchHeader(clsSwitch.enumSwitchStatus.Proposed, intSwitchID, this.txtAmendDesc.Text.Trim());
clsSwitchScheme.updateSwitchHeader(intSwitchID, clsSwitch.enumSwitchStatus.Amended, new clsSwitchScheme(intSwitchID).propDescription);
clsEmail.Send(strRecipient, "*****@*****.**", "NAV-Switch client amended proposed scheme switch", strEmailMessage, propSwitchID, strClientID, clsEmail.enumEmailPurpose.ClientAmendmentsNotification);
int intHistoryID = clsHistory.clsHistoryScheme.insertHeader(strSchemeID, intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Amended);
clsHistory.clsHistoryScheme.insertDetailsClient(intHistoryID, new clsSwitchScheme_Client(intSwitchID).propSwitchDetailsPortfolio, false);
clsHistory.clsHistoryScheme.insertDetailsClient(intHistoryID, new clsSwitchScheme_Client(intSwitchID).propSwitchDetailsContribution, true);
clsHistory.clsHistoryScheme.insertMessage(intHistoryID, this.txtAmendDesc.Text.Trim());
Page.ClientScript.RegisterStartupScript(this.GetType(), "EmailAmendNotification", "alert('An email was sent to notify your IFA regarding the amendments in the proposed scheme switch.'); window.location='" + propBackPageURL + "';", true);
}
catch (Exception ex)
{
Page.ClientScript.RegisterStartupScript(this.GetType(), "EmailFailedAlert", "alert('" + ex + "');", true);
return;
}
}
}
protected void btnContactMeSend_Click(object sender, EventArgs e) {
strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
strPortfolioID = Session[clsSystem_Session.strSession.tempportfolioid.ToString()].ToString();
strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
clsIFA IFA = new clsIFA(int.Parse(Session["ifaid"].ToString()));
clsClient Client = new clsClient(strClientID);
clsPortfolio Portfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);
String strEmailMessage = "";
try
{
String strRecipient = IFA.propIFAEmail;
try
{
strEmailMessage = clsEmail.generateEmailBody("ClientRequestContact", IFA.propIFA_Name, Client.propForename + " " + Client.propSurname,
Portfolio.propCompany, this.txtContactMeByTel.Text.Trim(), this.txtContactMeComments.Text.Trim(), null, null);
}
catch
{
ClientScript.RegisterStartupScript(this.GetType(), "AlertNoEmailTemplate", "alert('System error! No email template found for this purpose. Please report this error to your systems administrator');", true);
return;
}
clsEmail.Send(strRecipient, "*****@*****.**", "NAV-Switch client request", strEmailMessage, Portfolio.propSwitch.propSwitchID, strClientID, clsEmail.enumEmailPurpose.ClientRequestingContact);
clsSwitch.updateSwitchHeader(Portfolio.propSwitch.propSwitchID, clsSwitch.enumSwitchStatus.Request_ForDiscussion);
int intHistoryID = clsHistory.insertHeader(Portfolio.propPortfolioID, Portfolio.propSwitch.propSwitchID, (Int16)clsSwitch.enumSwitchStatus.Request_ForDiscussion);
clsHistory.insertMessage(intHistoryID, strEmailMessage);
ClientScript.RegisterStartupScript(this.GetType(), "EmailRequestContactSent", "alert('Request for contact to your IFA has been sent successfully');", true);
populateProposedSwitch(Portfolio.propSwitch.propSwitchDetails);
enableButtons(clsSwitch.enumSwitchStatus.Request_ForDiscussion);
}
catch (Exception ex)
{
ClientScript.RegisterStartupScript(this.GetType(), "EmailFailedAlert", "alert('Sending failed. Error: " + ex.Message.Replace("'", " ") + "');", true);
return;
}
}
protected void btnDeclineSwitch_Click(object sender, EventArgs e)
{
strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
strPortfolioID = Session[clsSystem_Session.strSession.tempportfolioid.ToString()].ToString();
clsPortfolio oPortfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);
int intSwitchID = (int)ViewState["intSwitchID"];
string backPageURL = "https://" + Request.ServerVariables["SERVER_NAME"] + ":" + Request.ServerVariables["SERVER_PORT"] + "/report/" + "portfoliodetails.asp";
try
{
clsIFA IFA = new clsIFA(int.Parse(Session["ifaid"].ToString()));
clsClient Client = new clsClient(strClientID);
String strEmailMessage = "";
String strRecipient = IFA.propIFAEmail;
try
{
strEmailMessage = clsEmail.generateEmailBody("ClientDeclineNotification", IFA.propIFA_Name, Client.propForename + " " + Client.propSurname, oPortfolio.propCompany, null, this.txtDeclineDescription.Text.Trim(), null, null);
}
catch
{
ClientScript.RegisterStartupScript(this.GetType(), "AlertNoEmailTemplate", "alert('System error! No email template found for declining email. Please report this error to your systems administrator');", true);
return;
}
clsEmail.Send(strRecipient, "*****@*****.**", "NAV-Switch client declined proposed switch", strEmailMessage, intSwitchID, strClientID, clsEmail.enumEmailPurpose.ClientDeclinedSwitchPortfolio);
clsSwitch.updateSwitchHeader(intSwitchID, clsSwitch.enumSwitchStatus.Declined_Client, new clsSwitch(intSwitchID).propDescription);
int intHistoryID = clsHistory.insertHeader(oPortfolio.propPortfolioID, intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Declined_Client);
clsHistory.insertMessage(intHistoryID, strEmailMessage);
clsSwitch_Client.declineSwitch(intSwitchID);
ClientScript.RegisterStartupScript(this.GetType(), "alertDeclinedSwitch", "alert('This switch has been declined.'); window.location='" + backPageURL + "';", true);
}
catch (Exception ex)
{
ClientScript.RegisterStartupScript(this.GetType(), "alertDeclinedSwitcherror", "alert('Error declining switch! " + ex.ToString().Replace("'", " ") + "'); window.location='" + backPageURL + "';", true);
}
}
private void addNewFund(int intNewFundID, Boolean isContribution)
{
captureSwitchGridviewDetails();
string strSessionDetailsSet = isContribution ? "listSwitchContributionDetails" : "listSwitchDetails";
List<clsSwitchScheme.clsSwitchSchemeDetails> currentListSwitchDetails = (List<clsSwitchScheme.clsSwitchSchemeDetails>)Session[strSessionDetailsSet];
String strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
clsClient Client = new clsClient(Session[clsSystem_Session.strSession.clientID.ToString()].ToString());
List<clsSwitchScheme.clsSwitchSchemeDetails> newListSwitchDetails = new List<clsSwitchScheme.clsSwitchSchemeDetails>();
try
{
newListSwitchDetails = clsSwitchScheme.clsSwitchSchemeDetails.addFund(intNewFundID, currentListSwitchDetails, Client.propClientID, Client.propCurrency, strUserID, false);
Session[strSessionDetailsSet] = newListSwitchDetails;
populate(newListSwitchDetails, isContribution);
}
catch (Exception ex)
{
Page.ClientScript.RegisterStartupScript(this.GetType(), "errDuplicateDund", "alert('" + ex.Message + "');", true);
populate((List<clsSwitchScheme.clsSwitchSchemeDetails>)Session[strSessionDetailsSet], isContribution);
return;
}
}
protected void NotifyApprovedSwtich(clsPortfolio Portfolio)
{
//try
//{
int intIFAID = int.Parse(Session["ifaid"].ToString());
clsIFA IFA = new clsIFA(intIFAID);
string htmlTemplate = clsOutput.generateApprovedSwitch(Portfolio, IFA.propIFA_ID);
StyleSheet style = clsOutput.getStyleSheet_ApprovedSwitch();
string strFilename = clsOutput.generateOutputFile(clsOutput.enumOutputType.PDF, htmlTemplate, style, Portfolio.propSwitch.propSwitchID, clsOutput.enumSwitchType.Portfolio);
string strRecepient = IFA.propIFAEmail;
string strSender = "*****@*****.**";
string strSubject = "Switch Instruction";
string strBody = clsEmail.generateEmailBody(((new clsCompany(Portfolio.propCompanyID)).propSignedConfirmation ? "NotifyApprovedEmailReqSign" : "NotifyApprovedEmail"), null, null, null, null, null, Portfolio.propCompany, Portfolio.propSwitch.propSwitchID.ToString());
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Portfolio.propSwitch.propSwitchID, Portfolio.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
clsClient client = new clsClient(Portfolio.propClientID);
string ClientName = client.propForename + " " + client.propSurname;
if (!String.IsNullOrEmpty(client.propEmailWork))
{
strRecepient = client.propEmailWork;
strBody = clsEmail.generateEmailBody(((new clsCompany(Portfolio.propCompanyID)).propSignedConfirmation ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Portfolio.propCompany, null);
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Portfolio.propSwitch.propSwitchID, Portfolio.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
}
if (!String.IsNullOrEmpty(client.propEmailPersonal))
{
strRecepient = client.propEmailPersonal;
strBody = clsEmail.generateEmailBody(((new clsCompany(Portfolio.propCompanyID)).propSignedConfirmation ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Portfolio.propCompany, null);
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Portfolio.propSwitch.propSwitchID, Portfolio.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
}
//:SwitchType_IFA Name_Client Name_yyyy-mm-dd.pdf
//}
//catch (Exception ex)
//{
// Response.Write("Exception Occured<br/>");
// Response.Write(String.Format("<p>{0}</p><br/>", ex.ToString()));
//}
}
private void addNewFund(int intNewFundID)
{
captureSwitchGridviewDetails();
List<clsSwitchDetails_Client> currentListSwitchDetails = (List<clsSwitchDetails_Client>)Session["SwitchDetails_Client"];
String strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
clsClient Client = new clsClient(Session[clsSystem_Session.strSession.clientID.ToString()].ToString());
List<clsSwitchDetails_Client> newListSwitchDetails = new List<clsSwitchDetails_Client>();
try
{
newListSwitchDetails = clsSwitchDetails_Client.addFund(intNewFundID, currentListSwitchDetails, Client.propClientID, Client.propCurrency, strUserID);
}
catch (Exception ex)
{
Page.ClientScript.RegisterStartupScript(this.GetType(), "errDuplicateDund", "alert('" + ex.Message + "');", true);
return;
}
Session["SwitchDetails_Client"] = newListSwitchDetails;
populateAmendSwitch(newListSwitchDetails);
}