protected void Page_Load(object sender, EventArgs e)
{
if (Page.IsPostBack)
{
if (Request["__EVENTARGUMENT"] == "SaveModelSwitchDetails")
{
btnSave_Click();
}
else if (Request["__EVENTARGUMENT"] == "ChangeFund")
{
replaceFund(int.Parse(this.hfFundIDOrig.Value), int.Parse(this.hfFundIDNew.Value));
}
else if (Request["__EVENTARGUMENT"] == "AddMoreFund")
{
addNewFund(int.Parse(this.hfFundIDNew.Value));
}
}
else
{
Session["SourcePage"] = string.Format("/MP/details.asp?MID={0}&MPID={1}", ModelGroupID(), ModelPortfolioID());
clsPortfolio oPortfolio = new clsPortfolio(ModelGroupID(), ModelPortfolioID(), UserID());
populateHeader(oPortfolio);
populateDetails(oPortfolio.propPortfolioDetails);
clsModelGroup _clsModelGroup = new clsModelGroup(Portfolio(), ModelGroupID(), ModelPortfolioID(), IFA_ID());
clsModelPortfolio _clsModelPortfolio = _clsModelGroup.propModelPortfolio;
populateSwitchDetails(_clsModelPortfolio.propModelPortfolioDetails);
}
}
protected void Page_Load(object sender, EventArgs e)
{
if (!Page.IsPostBack) {
clsPortfolio Portfolio = new clsPortfolio(this.propClientID, this.propPortfolioID, this.propUserID);
populate(Portfolio.propPortfolioDetails);
}
}
private void replaceFund(int intOldFundID, int intNewFundID)
{
captureSwitchGridviewDetails();
List <clsSwitchDetails_Client> PreviousListSwitchDetails = (List <clsSwitchDetails_Client>)Session["SwitchDetails_Client"];
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 Portfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);
List <clsSwitchDetails_Client> newListSwitchDetails = new List <clsSwitchDetails_Client>();
try
{
newListSwitchDetails = clsSwitchDetails_Client.FundChange(intOldFundID, intNewFundID, PreviousListSwitchDetails, strClientID, Portfolio.propPortfolioDetails[0].propClientCurrency);
}
catch (Exception ex)
{
populateAmendSwitch((List <clsSwitchDetails_Client>)Session["SwitchDetails_Client"]);
ClientScript.RegisterStartupScript(this.GetType(), "errDuplicateDund", "alert('" + ex.Message + "');", true);
return;
}
Session["SwitchDetails_Client"] = newListSwitchDetails;
this.populateAmendSwitch(newListSwitchDetails);
}
private void saveSwitchHistory(clsPortfolio _clsPortfolio, int intSwitchID, string strPortfolioID, string strUserID, clsSwitch.enumSwitchStatus enumSwitchStatus, string strDescription)
{
clsSwitch oSwitch = new clsSwitch(_clsPortfolio, strUserID);
int intHistoryID = clsHistory.insertHeader(strPortfolioID, intSwitchID, Convert.ToInt16(enumSwitchStatus));
clsHistory.insertDetailsIFA(intHistoryID, oSwitch.propSwitchDetails);
clsHistory.insertMessage(intHistoryID, strDescription);
}
protected void Page_Load(object sender, EventArgs e)
{
if (!Page.IsPostBack)
{
clsPortfolio Portfolio = new clsPortfolio(this.propClientID, this.propPortfolioID, this.propUserID);
populate(Portfolio.propPortfolioDetails);
}
}
protected void Page_Load(object sender, EventArgs e)
{
if (!Page.IsPostBack)
{
//Session["SourcePage"] = "portfoliodetails.asp"; //local
Session["SourcePage"] = "/report/portfoliodetails.asp"; //deploy
strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
strPortfolioID = Session[clsSystem_Session.strSession.tempportfolioid.ToString()].ToString();
strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
clsPortfolio objPortfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);
if (objPortfolio.propPortfolioDetails.Count != 0)
{
Session["IFAPermit"] = objPortfolio.propPortfolioDetails[0].propSwitchIFAPermit;
}
else
{
Session["IFAPermit"] = false;
}
enableButtons((clsSwitch.enumSwitchStatus)objPortfolio.propSwitch.propStatus);
showhideButtons(enumPageState.hideAll);
populateHeader(objPortfolio);
populateOriginalPortfolio(objPortfolio.propPortfolioDetails);
populateProposedSwitch(objPortfolio.propSwitch.propSwitchDetails);
showhideButtons(enumPageState.view);
ViewState["intSwitchID"] = objPortfolio.propSwitch.propSwitchID;
clsSwitch_Client objSwitch_Client = new clsSwitch_Client((int)ViewState["intSwitchID"]);
Session["SwitchDetails_Client"] = objSwitch_Client.propSwitchDetails;
if (objPortfolio.propSwitch.propStatus == (int)clsSwitch.enumSwitchStatus.Amended)
{
showhideAmendArea(false);
}
}
else
{
if (Request["__EVENTARGUMENT"] == "SaveSwitchDetails")
{
btnSave_Click();
}
else if (Request["__EVENTARGUMENT"] == "ChangeFund")
{
replaceFund(int.Parse(this.hfFundIDOrig.Value), int.Parse(this.hfFundIDNew.Value));
}
else if (Request["__EVENTARGUMENT"] == "AddMoreFund")
{
addNewFund(int.Parse(this.hfFundIDNew.Value));
}
}
}
private void populateHeader(clsPortfolio oPortfolio)
{
this.lblValue_PortfolioName.Text = oPortfolio.propAccountNumber;
this.lblValue_Currency.Text = oPortfolio.propPortfolioCurrency;
this.lblValue_StartDate.Text = oPortfolio.propPortfolioStartDate.ToString("dd/MM/yyyy");
//this.lblValue_TotalInvestment.Text = oPortfolio.propTotalInvestments.ToString();
//this.lblValue_CurrentValue.Text = oPortfolio.propCurrentValue.ToString();
//this.lblValue_GainOrLoss.Text = oPortfolio.propGainLoss.ToString();
}
private string getSMSMessage(string strClientID, string strPortfolioID, string strUserID)
{
clsPortfolio _clsPortfolio = new clsPortfolio();
_clsPortfolio.getPortfolioHeader(strClientID, strPortfolioID);
string strPortfolioName = _clsPortfolio.propCompany;
clsSMS.subclsSMSTemplate osubclsSMSTemplate = new clsSMS.subclsSMSTemplate(clsSMS.subclsSMSTemplate.enumSMSTemplateID.ProposeSwitch);
string strReplacerVariable = clsSMS.subclsSMSTemplate.strPortfolioNameVariable;
string strMessage = osubclsSMSTemplate.propMessage.Replace(strReplacerVariable, strPortfolioName);
return(strMessage);
}
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 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";
}
protected void Page_Load(object sender, EventArgs e)
{
if (!Page.IsPostBack)
{
//Session["SourcePage"] = "portfoliodetails.asp"; //local
Session["SourcePage"] = "/report/portfoliodetails.asp"; //deploy
strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
strPortfolioID = Session[clsSystem_Session.strSession.tempportfolioid.ToString()].ToString();
strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
clsPortfolio objPortfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);
if (objPortfolio.propPortfolioDetails.Count != 0)
{
Session["IFAPermit"] = objPortfolio.propPortfolioDetails[0].propSwitchIFAPermit;
}
else
{
Session["IFAPermit"] = false;
}
enableButtons((clsSwitch.enumSwitchStatus)objPortfolio.propSwitch.propStatus);
showhideButtons(enumPageState.hideAll);
populateHeader(objPortfolio);
populateOriginalPortfolio(objPortfolio.propPortfolioDetails);
populateProposedSwitch(objPortfolio.propSwitch.propSwitchDetails);
showhideButtons(enumPageState.view);
ViewState["intSwitchID"] = objPortfolio.propSwitch.propSwitchID;
clsSwitch_Client objSwitch_Client = new clsSwitch_Client((int)ViewState["intSwitchID"]);
Session["SwitchDetails_Client"] = objSwitch_Client.propSwitchDetails;
if (objPortfolio.propSwitch.propStatus == (int)clsSwitch.enumSwitchStatus.Amended)
{
showhideAmendArea(false);
}
}
else
{
if (Request["__EVENTARGUMENT"] == "SaveSwitchDetails") { btnSave_Click(); }
else if (Request["__EVENTARGUMENT"] == "ChangeFund") { replaceFund(int.Parse(this.hfFundIDOrig.Value), int.Parse(this.hfFundIDNew.Value)); }
else if (Request["__EVENTARGUMENT"] == "AddMoreFund") { addNewFund(int.Parse(this.hfFundIDNew.Value)); }
}
}
protected void btnCheckSecurityCode_Click(object sender, EventArgs e)
{
strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
//try
//{
if (!txtSecurityCode.Text.Equals(string.Empty))
{
strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
strPortfolioID = Session[clsSystem_Session.strSession.tempportfolioid.ToString()].ToString();
int intSwitchID = (int)ViewState["intSwitchID"];
clsSecurityCode oSecurityCode = new clsSecurityCode(this.txtSecurityCode.Text.Trim());
string strSecurityCodeMessage = oSecurityCode.ValidateSecurityCode(intSwitchID, strClientID, strPortfolioID);
if (strSecurityCodeMessage.Contains("Sorry, the security code you have entered is incorrect, please re-enter the security code."))
{
this.mpeSecurityCodePanel.Show();
}
else if (strSecurityCodeMessage.Contains("Thank you, the proposed changes will be made to your portfolio."))
{
clsSwitchDetails.transferClientSwitchToIFA((List <clsSwitchDetails_Client>)Session["SwitchDetails_Client"], strUserID);
int intHistoryID = clsHistory.insertHeader(strPortfolioID, intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Approved);
clsHistory.insertDetailsClient(intHistoryID, (List <clsSwitchDetails_Client>)Session["SwitchDetails_Client"]);
clsHistory.insertMessage(intHistoryID, new clsSwitch_Client(intSwitchID).propDescription);
NotifyApprovedSwtich(new clsSwitch(new clsPortfolio(strClientID, strPortfolioID, ""), ""));
ClientScript.RegisterStartupScript(this.GetType(), "showApproveSwitch", string.Format("showApproveSwitchPanel();"), true);
showhideAmendArea(false);
showhideButtons(enumPageState.view);
}
ClientScript.RegisterStartupScript(this.GetType(), "alertMessage", string.Format("alert('{0}');", strSecurityCodeMessage), true);
}
clsPortfolio oPortfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);
populateHeader(oPortfolio);
populateProposedSwitch(oPortfolio.propSwitch.propSwitchDetails);
//}
//catch (Exception ex)
//{
// string backPageURL = "https://" + Request.ServerVariables["SERVER_NAME"] + ":" + Request.ServerVariables["SERVER_PORT"] + "/report/" + "portfoliodetails.asp";
// ClientScript.RegisterStartupScript(this.GetType(), "alertApproveError", "alert('Error! " + ex.ToString().Replace("'", "") + "'); window.location='" + backPageURL + "';", true);
//}
}
private void populateHeader(clsPortfolio _clsPortfolio)
{
//this.lblValue_ PortfolioName.Text = strPortfolioName;
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";
Session["Company"] = _clsPortfolio.propCompany;
}
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);
}
}
protected void Page_Load(object sender, EventArgs e)
{
if (!Page.IsPostBack)
{
((NAV)this.Page.Master).FindControl("btnBack_Classic").Visible = false;
ViewState["MID"] = Request.QueryString["MID"];
ViewState["MGID"] = Request.QueryString["MGID"];
ViewState["MPID"] = Request.QueryString["MPID"];
ViewState["CID"] = Request.QueryString["CID"];
ViewState["PID"] = Request.QueryString["PID"];
clsPortfolio _clsPortfolio = new clsPortfolio(ClientID(), PortfolioID(), UserID());
_clsPortfolio.propModelGroupID = ViewState["MGID"].ToString();
_clsPortfolio.propModelPortfolioID = ViewState["MPID"].ToString();
clsModelPortfolio _clsModelPortfolio = new clsModelPortfolio(_clsPortfolio, ViewState["MGID"].ToString(), ViewState["MPID"].ToString());
clsSwitchTemp _clsSwitchTemp = new clsSwitchTemp();
_clsSwitchTemp.propModelGroupID = _clsModelPortfolio.propModelGroupID;
_clsSwitchTemp.propModelPortfolioID = _clsModelPortfolio.propModelPortfolioID;
_clsPortfolio.propSwitchTemp = new clsSwitchTemp(_clsPortfolio, UserID(), IFA_ID(), _clsModelPortfolio.propModelID, ViewState["MGID"].ToString(), ViewState["MPID"].ToString());
//Load the data
populateHeader(_clsPortfolio);
populateDetails(_clsPortfolio.propPortfolioDetails);
populateSwitchDetails(_clsPortfolio.propSwitchTemp.propSwitchDetails, Portfolio());
}
else
{
if (Request["__EVENTARGUMENT"] == "SaveSwitchDetails")
{
btnSave_Click();
}
else if (Request["__EVENTARGUMENT"] == "ChangeFund")
{
replaceFund(int.Parse(this.hfFundIDOrig.Value), int.Parse(this.hfFundIDNew.Value));
}
else if (Request["__EVENTARGUMENT"] == "AddMoreFund")
{
addNewFund(int.Parse(this.hfFundIDNew.Value));
}
}
}
protected void Page_Load(object sender, EventArgs e)
{
if (Page.IsPostBack)
{
if (Request["__EVENTARGUMENT"] == "SaveModelSwitchDetails") { btnSave_Click(); }
else if (Request["__EVENTARGUMENT"] == "ChangeFund") { replaceFund(int.Parse(this.hfFundIDOrig.Value), int.Parse(this.hfFundIDNew.Value)); }
else if (Request["__EVENTARGUMENT"] == "AddMoreFund") { addNewFund(int.Parse(this.hfFundIDNew.Value)); }
}
else
{
Session["SourcePage"] = string.Format("/MP/details.asp?MID={0}&MPID={1}", ModelGroupID(), ModelPortfolioID());
clsPortfolio oPortfolio = new clsPortfolio(ModelGroupID(), ModelPortfolioID(), UserID());
populateHeader(oPortfolio);
populateDetails(oPortfolio.propPortfolioDetails);
clsModelGroup _clsModelGroup = new clsModelGroup(Portfolio(), ModelGroupID(), ModelPortfolioID(), IFA_ID());
clsModelPortfolio _clsModelPortfolio = _clsModelGroup.propModelPortfolio;
populateSwitchDetails(_clsModelPortfolio.propModelPortfolioDetails);
}
}
private void btnSave_Click()
{
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, null);
clsPortfolio Portfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);
Session["SwitchDetails_Client"] = Portfolio.propSwitchClient.propSwitchDetails;
populateAmendSwitch((List <clsSwitchDetails_Client>)Session["SwitchDetails_Client"]);
string backPageURL = "https://" + Request.ServerVariables["SERVER_NAME"] + ":" + Request.ServerVariables["SERVER_PORT"] + "/report/" + "portfoliodetails.asp";
ClientScript.RegisterStartupScript(this.GetType(), "alertSaveSuccess", "alert('Amendments saved.'); window.location='" + backPageURL + "';", true);
}
private void processBulkSwitch(string _strClientID, string strMobileNumber, clsModelPortfolio _clsModelPortfolio)
{
int intSwitchID = 0;
clsSwitch.enumSwitchStatus enumSwitchStatus;
foreach (GridViewRow row in gvClientListInModel.Rows)
{
Label lblSwitchID = (Label)row.FindControl("lblSwitchID");
Label lblClientName = (Label)row.FindControl("gvBulkSwitchListLabelClientName");
Label lblDiscretionary = (Label)row.FindControl("lblDiscretionary");
Label lblCustomized = (Label)row.FindControl("lblCustomized");
string strClientID = Convert.ToString(gvClientListInModel.DataKeys[row.RowIndex].Values[0]);
string strPortfolioID = Convert.ToString(gvClientListInModel.DataKeys[row.RowIndex].Values[1]);
if (_strClientID.Trim().Equals(strClientID.Trim()))
{
enumSwitchStatus = determineDiscretionaryStatus(lblDiscretionary.Text.Trim());
string strMessage = getSMSMessage(strClientID, strPortfolioID, UserID());
if (sendSMS(UserID(), strMessage, lblClientName.Text.Trim(), strMobileNumber))
{
clsPortfolio _clsPortfolio = new clsPortfolio(strClientID, strPortfolioID, UserID());
if (lblCustomized.Text.Trim() == enumYesNO.Yes.ToString())
{
intSwitchID = saveCustomizedSwitch(IFA_ID(), strClientID, strPortfolioID, UserID(), enumSwitchStatus, int.Parse(lblSwitchID.Text.Trim()), ModelID(), ModelPortfolioID());
}
else
{
_clsPortfolio.propModelGroupID = ModelID();
_clsPortfolio.propModelPortfolioID = ModelPortfolioID();
_clsPortfolio.propSwitchTemp = new clsSwitchTemp(_clsPortfolio, UserID(), IFA_ID(), _clsModelPortfolio.propModelID, ModelID(), ModelPortfolioID());
intSwitchID = saveSwitch(strClientID, strPortfolioID, UserID(), enumSwitchStatus, int.Parse(lblSwitchID.Text.Trim()), _clsPortfolio.propSwitchTemp.propSwitchDetails, _clsModelPortfolio.propModelPortfolioDesc, _clsModelPortfolio.propModelID, ModelID(), ModelPortfolioID());
}
saveSwitchHistory(_clsPortfolio, intSwitchID, strPortfolioID, UserID(), enumSwitchStatus, _clsModelPortfolio.propModelPortfolioDesc);
} //end if
} //end if
} //end foreach
}
private void processBulkSwitch(string _strClientID, string strMobileNumber, clsModelPortfolio _clsModelPortfolio)
{
int intSwitchID = 0;
clsSwitch.enumSwitchStatus enumSwitchStatus;
foreach (GridViewRow row in gvClientListInModel.Rows)
{
Label lblSwitchID = (Label)row.FindControl("lblSwitchID");
Label lblClientName = (Label)row.FindControl("gvBulkSwitchListLabelClientName");
Label lblDiscretionary = (Label)row.FindControl("lblDiscretionary");
Label lblCustomized = (Label)row.FindControl("lblCustomized");
string strClientID = Convert.ToString(gvClientListInModel.DataKeys[row.RowIndex].Values[0]);
string strPortfolioID = Convert.ToString(gvClientListInModel.DataKeys[row.RowIndex].Values[1]);
if (_strClientID.Trim().Equals(strClientID.Trim()))
{
enumSwitchStatus = determineDiscretionaryStatus(lblDiscretionary.Text.Trim());
string strMessage = getSMSMessage(strClientID, strPortfolioID, UserID());
if (sendSMS(UserID(), strMessage, lblClientName.Text.Trim(), strMobileNumber))
{
clsPortfolio _clsPortfolio = new clsPortfolio(strClientID, strPortfolioID, UserID());
if (lblCustomized.Text.Trim() == enumYesNO.Yes.ToString())
{
intSwitchID = saveCustomizedSwitch(IFA_ID(), strClientID, strPortfolioID, UserID(), enumSwitchStatus, int.Parse(lblSwitchID.Text.Trim()), ModelID(), ModelPortfolioID());
}
else
{
_clsPortfolio.propModelGroupID = ModelID();
_clsPortfolio.propModelPortfolioID = ModelPortfolioID();
_clsPortfolio.propSwitchTemp = new clsSwitchTemp(_clsPortfolio, UserID(), IFA_ID(), _clsModelPortfolio.propModelID, ModelID(), ModelPortfolioID());
intSwitchID = saveSwitch(strClientID, strPortfolioID, UserID(), enumSwitchStatus, int.Parse(lblSwitchID.Text.Trim()), _clsPortfolio.propSwitchTemp.propSwitchDetails, _clsModelPortfolio.propModelPortfolioDesc, _clsModelPortfolio.propModelID, ModelID(), ModelPortfolioID());
}
saveSwitchHistory(_clsPortfolio, intSwitchID, strPortfolioID, UserID(), enumSwitchStatus, _clsModelPortfolio.propModelPortfolioDesc);
}//end if
}//end if
}//end foreach
}
private void populateHeader(clsPortfolio _clsPortfolio, string strPortfolioName)
{
this.lblValue_PortfolioName.Text = strPortfolioName;
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;
if (_clsPortfolio.propPortfolioDetails.Count > 0)
{
this.lblValue_Discretionary.Text = _clsPortfolio.propPortfolioDetails[0].propMFPercent == 0 ? "no" : "yes";
}
else
{
btnSave.Disabled = true;
btnSwitch.Disabled = true;
btnCancel.Enabled = false;
lblSwitchStatusTitle.Visible = false;
}
}
private string getSMSMessage(string strClientID, string strPortfolioID, string strUserID)
{
clsPortfolio _clsPortfolio = new clsPortfolio();
_clsPortfolio.getPortfolioHeader(strClientID, strPortfolioID);
string strPortfolioName = _clsPortfolio.propCompany;
clsSMS.subclsSMSTemplate osubclsSMSTemplate = new clsSMS.subclsSMSTemplate(clsSMS.subclsSMSTemplate.enumSMSTemplateID.ProposeSwitch);
string strReplacerVariable = clsSMS.subclsSMSTemplate.strPortfolioNameVariable;
string strMessage = osubclsSMSTemplate.propMessage.Replace(strReplacerVariable, strPortfolioName);
return strMessage;
}
//original function to Process Bulk Switch
private void doBulkSwitch()
{
int intSwitchID = 0;
string strPopupMessage = "Message sent.";
GridView gvClientList = new GridView();
List<clsSwitchDetails> clsSwitchDetailsList = new List<clsSwitchDetails>();
clsModelGroup _clsModelGroup = new clsModelGroup(Portfolio(), ModelID(), ModelPortfolioID(), IFA_ID());
clsModelPortfolio _clsModelPortfolio = _clsModelGroup.propModelPortfolio;
foreach (clsModelPortfolioDetails item in _clsModelPortfolio.propModelPortfolioDetails)
{
clsSwitchDetails _clsSwitchDetails = new clsSwitchDetails();
_clsSwitchDetails.propSwitchID = 0;
_clsSwitchDetails.propFund = item.propFund;
_clsSwitchDetails.propFundID = item.propFundID;
_clsSwitchDetails.propAllocation = item.propAllocation;
_clsSwitchDetails.propSwitchDetailsID = 0;
_clsSwitchDetails.propIsDeletable = item.propIsDeletable;
clsSwitchDetailsList.Add(_clsSwitchDetails);
}
gvClientList = this.gvClientListInModel;
clsSwitch.enumSwitchStatus enumSwitchStatus;// = (clsSwitch.enumSwitchStatus)Enum.ToObject(typeof(clsSwitch.enumSwitchStatus), intSwitchStatus);
foreach (GridViewRow row in gvClientList.Rows)
{
CheckBox cbox = (CheckBox)row.FindControl("cboxSelected");
Label lblSwitchID = (Label)row.FindControl("lblSwitchID");
Label lblDiscretionary = (Label)row.FindControl("lblDiscretionary");
Label lblCustomized = (Label)row.FindControl("lblCustomized");
if (lblDiscretionary.Text == "Yes")
{
enumSwitchStatus = clsSwitch.enumSwitchStatus.Approved;
}
else
{
enumSwitchStatus = clsSwitch.enumSwitchStatus.Proposed;
}
string strClientID = Convert.ToString(gvClientList.DataKeys[row.RowIndex].Values[0]);
string strPortfolioID = Convert.ToString(gvClientList.DataKeys[row.RowIndex].Values[1]);
if (cbox.Checked)
{
string strMessage = getSMSMessage(strClientID, strPortfolioID, UserID());
string strMobileNum = clsSMS.getMobileNumber(strClientID);
if (strMobileNum.Trim().Equals(string.Empty))
{
strMobileNum = "9228829490";
}
//if (sendSMS(UserID(), strMessage, strPopupMessage, strMobileNum))
//{
if (lblCustomized.Text.Trim() == "Yes")
{
intSwitchID = saveCustomizedSwitch(IFA_ID(), strClientID, strPortfolioID, UserID(), enumSwitchStatus, int.Parse(lblSwitchID.Text.Trim()), ModelID(), ModelPortfolioID());
clsPortfolio _clsPortfolio = new clsPortfolio(strClientID, strPortfolioID, UserID());
saveSwitchHistory(_clsPortfolio, intSwitchID, strPortfolioID, UserID(), enumSwitchStatus, _clsModelPortfolio.propModelPortfolioDesc);
}
else
{
clsPortfolio _clsPortfolio = new clsPortfolio(strClientID, strPortfolioID, UserID());
_clsPortfolio.propModelGroupID = ModelID();
_clsPortfolio.propModelPortfolioID = ModelPortfolioID();
//_clsPortfolio.propSwitchTemp = new clsSwitchTemp(_clsPortfolio, UserID(), 1, IFA_ID(), ModelID(), ModelPortfolioID());
//clsModelPortfolio _clsModelPortfolio = new clsModelPortfolio(_clsPortfolio, ViewState["MGID"].ToString(), ViewState["MPID"].ToString());
clsSwitchTemp _clsSwitchTemp = new clsSwitchTemp();
//_clsSwitchTemp.propModelID = _clsModelPortfolio.propModelID;
_clsSwitchTemp.propModelGroupID = _clsModelPortfolio.propModelGroupID;
_clsSwitchTemp.propModelPortfolioID = _clsModelPortfolio.propModelPortfolioID;
_clsPortfolio.propSwitchTemp = new clsSwitchTemp(_clsPortfolio, UserID(), IFA_ID(), _clsModelPortfolio.propModelID, ModelID(), ModelPortfolioID());
intSwitchID = saveSwitch(strClientID, strPortfolioID, UserID(), enumSwitchStatus, int.Parse(lblSwitchID.Text.Trim()), _clsPortfolio.propSwitchTemp.propSwitchDetails, _clsModelPortfolio.propModelPortfolioDesc, _clsModelPortfolio.propModelID, ModelID(), ModelPortfolioID());
saveSwitchHistory(_clsPortfolio, intSwitchID, strPortfolioID, UserID(), enumSwitchStatus, _clsModelPortfolio.propModelPortfolioDesc);
}
//}
}
}
_clsModelPortfolio.propIsConsumed = true;
_clsModelPortfolio.updateModelPortfolioHeader();
clsSwitchTemp.deleteSwitchTempByModel(_clsModelPortfolio.propModelID);
List<clsPortfolio> clientListWithModel = clsPortfolio.getClientListWithModel(IFA_ID(), _clsModelPortfolio.propModelID, ModelID(), ModelPortfolioID(), "");
populateModelClientList(clientListWithModel);
}
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 btnSave_Click()
{
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, null);
clsPortfolio Portfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);
Session["SwitchDetails_Client"] = Portfolio.propSwitchClient.propSwitchDetails;
populateAmendSwitch((List<clsSwitchDetails_Client>)Session["SwitchDetails_Client"]);
string backPageURL = "https://" + Request.ServerVariables["SERVER_NAME"] + ":" + Request.ServerVariables["SERVER_PORT"] + "/report/" + "portfoliodetails.asp";
ClientScript.RegisterStartupScript(this.GetType(), "alertSaveSuccess", "alert('Amendments saved.'); window.location='" + backPageURL + "';", true);
}
protected void Page_Load(object sender, EventArgs e)
{
if (!Page.IsPostBack)
{
if (Request.QueryString["SourcePage"] != null)
{
Session["SourcePage"] = Request.QueryString["SourcePage"];
}
int intSwitchID = int.Parse(Request.QueryString["SID"].ToString());
string strPortfolioID = Request.QueryString["PID"].ToString();
string strClientID = Request.QueryString["CID"].ToString();
this.ucCurrentPortfolio.propClientID = strClientID;
this.ucCurrentPortfolio.propPortfolioID = strPortfolioID;
this.ucCurrentPortfolio.propUserID = strClientID;
this.ucHeader1.propClientID = strClientID;
this.ucHeader1.propPortfolioID = strPortfolioID;
this.ucHeader1.propUserID = strClientID;
clsPortfolio Portfolio = new clsPortfolio(strClientID, strPortfolioID);
foreach (clsHistory History in clsHistory.getListHistory(strPortfolioID, intSwitchID))
{
switch (History.propStatus)
{
case 0: //draft
break;
case 1: //save
break;
case 2: //proposed
WebUserControl1 ucProposed = (WebUserControl1)LoadControl("UserControl/ucSwitchDetails.ascx");
ucProposed.propSwitchDetails = clsHistory.getSwitchDetailsIFA(Portfolio, intSwitchID, History.propHistoryID);
ucProposed.propStatus = History.propStatus;
ucProposed.propDateAction = History.propAction_Date;
ucProposed.propMessage = clsHistory.getMessage(History.propHistoryID);
ucProposed.propTitle = "IFA Proposed Switch";
this.divHistoryHolder.Controls.Add(ucProposed);
break;
case 3: //amended
WebUserControl1 ucAmended = (WebUserControl1)LoadControl("UserControl/ucSwitchDetails.ascx");
ucAmended.propSwitchDetails = clsHistory.getSwitchDetailsIFA(Portfolio, intSwitchID, History.propHistoryID);
ucAmended.propStatus = History.propStatus;
ucAmended.propDateAction = History.propAction_Date;
ucAmended.propMessage = clsHistory.getMessage(History.propHistoryID);
ucAmended.propTitle = "Client Proposed Switch";
this.divHistoryHolder.Controls.Add(ucAmended);
break;
case 4: //decline IFA
break;
case 5: //decline Client
WebUserControl1 ucDeclinedClient = (WebUserControl1)LoadControl("UserControl/ucSwitchDetails.ascx");
ucDeclinedClient.propStatus = History.propStatus;
ucDeclinedClient.propDateAction = History.propAction_Date;
ucDeclinedClient.propMessage = clsHistory.getMessage(History.propHistoryID);
ucDeclinedClient.propTitle = "Switch Declined";
this.divHistoryHolder.Controls.Add(ucDeclinedClient);
break;
case 6: //Approved
WebUserControl1 ucApproved = (WebUserControl1)LoadControl("UserControl/ucSwitchDetails.ascx");
ucApproved.propStatus = History.propStatus;
ucApproved.propDateAction = History.propAction_Date;
ucApproved.propTitle = "Switch Approved";
this.divHistoryHolder.Controls.Add(ucApproved);
break;
case 7: //lock
break;
case 8: //request for discussion
WebUserControl1 ucRequest = (WebUserControl1)LoadControl("UserControl/ucSwitchDetails.ascx");
ucRequest.propStatus = History.propStatus;
ucRequest.propDateAction = History.propAction_Date;
ucRequest.propMessage = clsHistory.getMessage(History.propHistoryID);
ucRequest.propTitle = "Client Requested Contact";
this.divHistoryHolder.Controls.Add(ucRequest);
break;
case 9: //Cancelled
break;
case 10: //Completed
WebUserControl1 ucCompleted = (WebUserControl1)LoadControl("UserControl/ucSwitchDetails.ascx");
ucCompleted.propStatus = History.propStatus;
ucCompleted.propDateAction = History.propAction_Date;
ucCompleted.propTitle = "Switch Completed";
this.divHistoryHolder.Controls.Add(ucCompleted);
break;
}
}
}
}
//original function to Process Bulk Switch
private void doBulkSwitch()
{
int intSwitchID = 0;
string strPopupMessage = "Message sent.";
GridView gvClientList = new GridView();
List <clsSwitchDetails> clsSwitchDetailsList = new List <clsSwitchDetails>();
clsModelGroup _clsModelGroup = new clsModelGroup(Portfolio(), ModelID(), ModelPortfolioID(), IFA_ID());
clsModelPortfolio _clsModelPortfolio = _clsModelGroup.propModelPortfolio;
foreach (clsModelPortfolioDetails item in _clsModelPortfolio.propModelPortfolioDetails)
{
clsSwitchDetails _clsSwitchDetails = new clsSwitchDetails();
_clsSwitchDetails.propSwitchID = 0;
_clsSwitchDetails.propFund = item.propFund;
_clsSwitchDetails.propFundID = item.propFundID;
_clsSwitchDetails.propAllocation = item.propAllocation;
_clsSwitchDetails.propSwitchDetailsID = 0;
_clsSwitchDetails.propIsDeletable = item.propIsDeletable;
clsSwitchDetailsList.Add(_clsSwitchDetails);
}
gvClientList = this.gvClientListInModel;
clsSwitch.enumSwitchStatus enumSwitchStatus;// = (clsSwitch.enumSwitchStatus)Enum.ToObject(typeof(clsSwitch.enumSwitchStatus), intSwitchStatus);
foreach (GridViewRow row in gvClientList.Rows)
{
CheckBox cbox = (CheckBox)row.FindControl("cboxSelected");
Label lblSwitchID = (Label)row.FindControl("lblSwitchID");
Label lblDiscretionary = (Label)row.FindControl("lblDiscretionary");
Label lblCustomized = (Label)row.FindControl("lblCustomized");
if (lblDiscretionary.Text == "Yes")
{
enumSwitchStatus = clsSwitch.enumSwitchStatus.Approved;
}
else
{
enumSwitchStatus = clsSwitch.enumSwitchStatus.Proposed;
}
string strClientID = Convert.ToString(gvClientList.DataKeys[row.RowIndex].Values[0]);
string strPortfolioID = Convert.ToString(gvClientList.DataKeys[row.RowIndex].Values[1]);
if (cbox.Checked)
{
string strMessage = getSMSMessage(strClientID, strPortfolioID, UserID());
string strMobileNum = clsSMS.getMobileNumber(strClientID);
if (strMobileNum.Trim().Equals(string.Empty))
{
strMobileNum = "9228829490";
}
//if (sendSMS(UserID(), strMessage, strPopupMessage, strMobileNum))
//{
if (lblCustomized.Text.Trim() == "Yes")
{
intSwitchID = saveCustomizedSwitch(IFA_ID(), strClientID, strPortfolioID, UserID(), enumSwitchStatus, int.Parse(lblSwitchID.Text.Trim()), ModelID(), ModelPortfolioID());
clsPortfolio _clsPortfolio = new clsPortfolio(strClientID, strPortfolioID, UserID());
saveSwitchHistory(_clsPortfolio, intSwitchID, strPortfolioID, UserID(), enumSwitchStatus, _clsModelPortfolio.propModelPortfolioDesc);
}
else
{
clsPortfolio _clsPortfolio = new clsPortfolio(strClientID, strPortfolioID, UserID());
_clsPortfolio.propModelGroupID = ModelID();
_clsPortfolio.propModelPortfolioID = ModelPortfolioID();
//_clsPortfolio.propSwitchTemp = new clsSwitchTemp(_clsPortfolio, UserID(), 1, IFA_ID(), ModelID(), ModelPortfolioID());
//clsModelPortfolio _clsModelPortfolio = new clsModelPortfolio(_clsPortfolio, ViewState["MGID"].ToString(), ViewState["MPID"].ToString());
clsSwitchTemp _clsSwitchTemp = new clsSwitchTemp();
//_clsSwitchTemp.propModelID = _clsModelPortfolio.propModelID;
_clsSwitchTemp.propModelGroupID = _clsModelPortfolio.propModelGroupID;
_clsSwitchTemp.propModelPortfolioID = _clsModelPortfolio.propModelPortfolioID;
_clsPortfolio.propSwitchTemp = new clsSwitchTemp(_clsPortfolio, UserID(), IFA_ID(), _clsModelPortfolio.propModelID, ModelID(), ModelPortfolioID());
intSwitchID = saveSwitch(strClientID, strPortfolioID, UserID(), enumSwitchStatus, int.Parse(lblSwitchID.Text.Trim()), _clsPortfolio.propSwitchTemp.propSwitchDetails, _clsModelPortfolio.propModelPortfolioDesc, _clsModelPortfolio.propModelID, ModelID(), ModelPortfolioID());
saveSwitchHistory(_clsPortfolio, intSwitchID, strPortfolioID, UserID(), enumSwitchStatus, _clsModelPortfolio.propModelPortfolioDesc);
}
//}
}
}
_clsModelPortfolio.propIsConsumed = true;
_clsModelPortfolio.updateModelPortfolioHeader();
clsSwitchTemp.deleteSwitchTempByModel(_clsModelPortfolio.propModelID);
List <clsPortfolio> clientListWithModel = clsPortfolio.getClientListWithModel(IFA_ID(), _clsModelPortfolio.propModelID, ModelID(), ModelPortfolioID(), "");
populateModelClientList(clientListWithModel);
}
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);
}
}
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 btnCheckSecurityCode_Click(object sender, EventArgs e)
{
strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
//try
//{
if (!txtSecurityCode.Text.Equals(string.Empty))
{
strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
strPortfolioID = Session[clsSystem_Session.strSession.tempportfolioid.ToString()].ToString();
int intSwitchID = (int)ViewState["intSwitchID"];
clsSecurityCode oSecurityCode = new clsSecurityCode(this.txtSecurityCode.Text.Trim());
string strSecurityCodeMessage = oSecurityCode.ValidateSecurityCode(intSwitchID, strClientID, strPortfolioID);
if (strSecurityCodeMessage.Contains("Sorry, the security code you have entered is incorrect, please re-enter the security code."))
{
this.mpeSecurityCodePanel.Show();
}
else if (strSecurityCodeMessage.Contains("Thank you, the proposed changes will be made to your portfolio."))
{
clsSwitchDetails.transferClientSwitchToIFA((List<clsSwitchDetails_Client>)Session["SwitchDetails_Client"], strUserID);
int intHistoryID = clsHistory.insertHeader(strPortfolioID, intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Approved);
clsHistory.insertDetailsClient(intHistoryID, (List<clsSwitchDetails_Client>)Session["SwitchDetails_Client"]);
clsHistory.insertMessage(intHistoryID, new clsSwitch_Client(intSwitchID).propDescription);
NotifyApprovedSwtich(new clsPortfolio(strClientID, strPortfolioID, strUserID));
ClientScript.RegisterStartupScript(this.GetType(), "showApproveSwitch", string.Format("showApproveSwitchPanel();"), true);
showhideAmendArea(false);
showhideButtons(enumPageState.view);
}
ClientScript.RegisterStartupScript(this.GetType(), "alertMessage", string.Format("alert('{0}');", strSecurityCodeMessage), true);
}
clsPortfolio oPortfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);
populateHeader(oPortfolio);
populateProposedSwitch(oPortfolio.propSwitch.propSwitchDetails);
//}
//catch (Exception ex)
//{
// string backPageURL = "https://" + Request.ServerVariables["SERVER_NAME"] + ":" + Request.ServerVariables["SERVER_PORT"] + "/report/" + "portfoliodetails.asp";
// ClientScript.RegisterStartupScript(this.GetType(), "alertApproveError", "alert('Error! " + ex.ToString().Replace("'", "") + "'); window.location='" + backPageURL + "';", 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 Page_Load(object sender, EventArgs e)
{
if (!Page.IsPostBack) {
if (Request.QueryString["SourcePage"] != null)
{
Session["SourcePage"] = Request.QueryString["SourcePage"];
}
int intSwitchID = int.Parse(Request.QueryString["SID"].ToString());
string strPortfolioID = Request.QueryString["PID"].ToString();
string strClientID = Request.QueryString["CID"].ToString();
this.ucCurrentPortfolio.propClientID = strClientID;
this.ucCurrentPortfolio.propPortfolioID = strPortfolioID;
this.ucCurrentPortfolio.propUserID = strClientID;
this.ucHeader1.propClientID = strClientID;
this.ucHeader1.propPortfolioID = strPortfolioID;
this.ucHeader1.propUserID = strClientID;
clsPortfolio Portfolio = new clsPortfolio(strClientID, strPortfolioID);
foreach (clsHistory History in clsHistory.getListHistory(strPortfolioID, intSwitchID))
{
switch (History.propStatus){
case 0: //draft
break;
case 1: //save
break;
case 2: //proposed
WebUserControl1 ucProposed = (WebUserControl1)LoadControl("UserControl/ucSwitchDetails.ascx");
ucProposed.propSwitchDetails = clsHistory.getSwitchDetailsIFA(Portfolio, intSwitchID, History.propHistoryID);
ucProposed.propStatus = History.propStatus;
ucProposed.propDateAction = History.propAction_Date;
ucProposed.propMessage = clsHistory.getMessage(History.propHistoryID);
ucProposed.propTitle = "IFA Proposed Switch";
this.divHistoryHolder.Controls.Add(ucProposed);
break;
case 3: //amended
WebUserControl1 ucAmended = (WebUserControl1)LoadControl("UserControl/ucSwitchDetails.ascx");
ucAmended.propSwitchDetails = clsHistory.getSwitchDetailsIFA(Portfolio, intSwitchID, History.propHistoryID);
ucAmended.propStatus = History.propStatus;
ucAmended.propDateAction = History.propAction_Date;
ucAmended.propMessage = clsHistory.getMessage(History.propHistoryID);
ucAmended.propTitle = "Client Proposed Switch";
this.divHistoryHolder.Controls.Add(ucAmended);
break;
case 4: //decline IFA
break;
case 5: //decline Client
WebUserControl1 ucDeclinedClient = (WebUserControl1)LoadControl("UserControl/ucSwitchDetails.ascx");
ucDeclinedClient.propStatus = History.propStatus;
ucDeclinedClient.propDateAction = History.propAction_Date;
ucDeclinedClient.propMessage = clsHistory.getMessage(History.propHistoryID);
ucDeclinedClient.propTitle = "Switch Declined";
this.divHistoryHolder.Controls.Add(ucDeclinedClient);
break;
case 6: //Approved
WebUserControl1 ucApproved = (WebUserControl1)LoadControl("UserControl/ucSwitchDetails.ascx");
ucApproved.propStatus = History.propStatus;
ucApproved.propDateAction= History.propAction_Date;
ucApproved.propTitle = "Switch Approved";
this.divHistoryHolder.Controls.Add(ucApproved);
break;
case 7: //lock
break;
case 8: //request for discussion
WebUserControl1 ucRequest = (WebUserControl1)LoadControl("UserControl/ucSwitchDetails.ascx");
ucRequest.propStatus = History.propStatus;
ucRequest.propDateAction = History.propAction_Date;
ucRequest.propMessage = clsHistory.getMessage(History.propHistoryID);
ucRequest.propTitle = "Client Requested Contact";
this.divHistoryHolder.Controls.Add(ucRequest);
break;
case 9: //Cancelled
break;
case 10: //Completed
WebUserControl1 ucCompleted = (WebUserControl1)LoadControl("UserControl/ucSwitchDetails.ascx");
ucCompleted.propStatus = History.propStatus;
ucCompleted.propDateAction = History.propAction_Date;
ucCompleted.propTitle = "Switch Completed";
this.divHistoryHolder.Controls.Add(ucCompleted);
break;
}
}
}
}
private void populateSwitchDetails(List <clsSwitchDetails> lstSwitchDetailsTemp, clsPortfolio _clsPortfolio)
{
this.gvSwitchDetails.DataSource = lstSwitchDetailsTemp;
this.gvSwitchDetails.DataBind();
//this.lblSwitchStatusValue.Text = new clsSwitch(listSwitchDetails[0].propSwitchID).propStatusString;
//int intStatus = new clsSwitch(listSwitchDetails[0].propSwitchID).propStatus;
Label gvSwitchFooterLblTotalValue = (Label)this.gvSwitchDetails.FooterRow.Cells[3].FindControl("gvSwitchFooterLblTotalValue");
gvSwitchFooterLblTotalValue.Text = _clsPortfolio.propTotalValue.ToString("n0");//lstSwitchDetailsTemp[0].propTotalValue.ToString("n0");
Label gvSwitchFooterLblTotalAllocationOrig = (Label)this.gvSwitchDetails.FooterRow.Cells[4].FindControl("gvSwitchFooterLblTotalAllocationOrig");
gvSwitchFooterLblTotalAllocationOrig.Text = lstSwitchDetailsTemp[lstSwitchDetailsTemp.Count - 1].propTotalAllocation.ToString("n2");
Label gvSwitchFooterLblTotalAllocation = (Label)this.gvSwitchDetails.FooterRow.Cells[4].FindControl("gvSwitchFooterLblTotalAllocation");
gvSwitchFooterLblTotalAllocation.Text = lstSwitchDetailsTemp[lstSwitchDetailsTemp.Count - 1].propTotalAllocation.ToString("n2");
gvSwitchFooterHfTotalAllocation.Value = lstSwitchDetailsTemp[lstSwitchDetailsTemp.Count - 1].propTotalAllocation.ToString("n2");
this.hfCurrentValueClientTotal.Value = _clsPortfolio.propTotalValue.ToString("n0");//lstSwitchDetailsTemp[0].propTotalValue.ToString("n0");
this.hfFundCount.Value = lstSwitchDetailsTemp.Count.ToString();
if (float.Parse(gvSwitchFooterLblTotalAllocationOrig.Text) != 100)
{
gvSwitchFooterLblTotalAllocation.Style.Add("color", "#FF0000");
gvSwitchFooterLblTotalAllocationOrig.Style.Add("color", "#FF0000");
}
else
{
gvSwitchFooterLblTotalAllocation.Style.Add("color", "#000000");
gvSwitchFooterLblTotalAllocationOrig.Style.Add("color", "#000000");
}
Session["SwitchDetails"] = lstSwitchDetailsTemp;
}
private void saveSwitchHistory(clsPortfolio _clsPortfolio, int intSwitchID, string strPortfolioID, string strUserID, clsSwitch.enumSwitchStatus enumSwitchStatus, string strDescription)
{
clsSwitch oSwitch = new clsSwitch(_clsPortfolio, strUserID);
int intHistoryID = clsHistory.insertHeader(strPortfolioID, intSwitchID, Convert.ToInt16(enumSwitchStatus));
clsHistory.insertDetailsIFA(intHistoryID, oSwitch.propSwitchDetails);
clsHistory.insertMessage(intHistoryID, strDescription);
}
private void populateHeader(clsPortfolio _clsPortfolio)
{
//this.lblValue_ PortfolioName.Text = strPortfolioName;
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";
Session["Company"] = _clsPortfolio.propCompany;
}
private void populateHeader(clsPortfolio _clsPortfolio, string strPortfolioName)
{
this.lblValue_PortfolioName.Text = strPortfolioName;
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;
if (_clsPortfolio.propPortfolioDetails.Count > 0)
{
this.lblValue_Discretionary.Text = _clsPortfolio.propPortfolioDetails[0].propMFPercent == 0 ? "no" : "yes";
}
else
{
btnSave.Disabled = true;
btnSwitch.Disabled = true;
btnCancel.Enabled = false;
lblSwitchStatusTitle.Visible = false;
}
}
private void replaceFund(int intOldFundID, int intNewFundID)
{
captureSwitchGridviewDetails();
List<clsSwitchDetails_Client> PreviousListSwitchDetails = (List<clsSwitchDetails_Client>)Session["SwitchDetails_Client"];
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 Portfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);
List<clsSwitchDetails_Client> newListSwitchDetails = new List<clsSwitchDetails_Client>();
try
{
newListSwitchDetails = clsSwitchDetails_Client.FundChange(intOldFundID, intNewFundID, PreviousListSwitchDetails, strClientID, Portfolio.propPortfolioDetails[0].propClientCurrency);
}
catch (Exception ex)
{
populateAmendSwitch((List<clsSwitchDetails_Client>)Session["SwitchDetails_Client"]);
ClientScript.RegisterStartupScript(this.GetType(), "errDuplicateDund", "alert('" + ex.Message + "');", true);
return;
}
Session["SwitchDetails_Client"] = newListSwitchDetails;
this.populateAmendSwitch(newListSwitchDetails);
}
private void populateHeader(clsPortfolio oPortfolio)
{
this.lblValue_PortfolioName.Text = oPortfolio.propAccountNumber;
this.lblValue_Currency.Text = oPortfolio.propPortfolioCurrency;
this.lblValue_StartDate.Text = oPortfolio.propPortfolioStartDate.ToString("dd/MM/yyyy");
//this.lblValue_TotalInvestment.Text = oPortfolio.propTotalInvestments.ToString();
//this.lblValue_CurrentValue.Text = oPortfolio.propCurrentValue.ToString();
//this.lblValue_GainOrLoss.Text = oPortfolio.propGainLoss.ToString();
}
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"]);
}
