private void addNewFund(int intNewFundID)
{
captureSwitchGridviewDetails();
List <clsSwitchDetails> ListSwitchDetails = (List <clsSwitchDetails>)Session["SwitchDetails"];
foreach (clsSwitchDetails SwitchDetail in ListSwitchDetails)
{
if (SwitchDetail.propFund.propFundID == intNewFundID)
{
ClientScript.RegisterStartupScript(this.GetType(), "alertErrDuplicateFund", "alert('Duplicate funds. Please choose another.');", true);
return;
}
}
clsSwitchDetails NewSwitchDetail = new clsSwitchDetails();
NewSwitchDetail.propAllocation = 0f;
NewSwitchDetail.propCreated_By = UserID();
NewSwitchDetail.propDate_Created = DateTime.Now;
NewSwitchDetail.propDate_LastUpdate = DateTime.Now;
NewSwitchDetail.propFund = new clsFund(intNewFundID);
NewSwitchDetail.propSwitchDetailsID = 0;
NewSwitchDetail.propSwitchID = ListSwitchDetails[0].propSwitchID;
NewSwitchDetail.propTotalAllocation = ListSwitchDetails[ListSwitchDetails.Count - 1].propTotalAllocation;
NewSwitchDetail.propCurrencyMultiplier = clsCurrency.getCurrencyMultiplier(ClientID(), NewSwitchDetail.propFund.propCurrency);
NewSwitchDetail.propIsDeletable = true;
ListSwitchDetails.Add(NewSwitchDetail);
populateSwitchDetails(ListSwitchDetails);
}
//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);
}
private void addNewFund(int intNewFundID)
{
captureSwitchGridviewDetails();
List<clsSwitchDetails> ListSwitchDetails = (List<clsSwitchDetails>)Session["SwitchDetails"];
foreach (clsSwitchDetails SwitchDetail in ListSwitchDetails)
{
if (SwitchDetail.propFund.propFundID == intNewFundID)
{
ClientScript.RegisterStartupScript(this.GetType(), "alertErrDuplicateFund", "alert('Duplicate funds. Please choose another.');", true);
return;
}
}
clsSwitchDetails NewSwitchDetail = new clsSwitchDetails();
NewSwitchDetail.propAllocation = 0f;
NewSwitchDetail.propCreated_By = UserID();
NewSwitchDetail.propDate_Created = DateTime.Now;
NewSwitchDetail.propDate_LastUpdate = DateTime.Now;
NewSwitchDetail.propFund = new clsFund(intNewFundID);
NewSwitchDetail.propSwitchDetailsID = 0;
NewSwitchDetail.propSwitchID = ListSwitchDetails[0].propSwitchID;
NewSwitchDetail.propTotalAllocation = ListSwitchDetails[ListSwitchDetails.Count - 1].propTotalAllocation;
NewSwitchDetail.propCurrencyMultiplier = clsCurrency.getCurrencyMultiplier(ClientID(), NewSwitchDetail.propFund.propCurrency);
NewSwitchDetail.propIsDeletable = true;
ListSwitchDetails.Add(NewSwitchDetail);
populateSwitchDetails(ListSwitchDetails);
}
//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);
}
