public retirementgoal saveRetirementGoals(retirementgoal goals)
{
int status = 1;
try
{
dbDataContext ct = new dbDataContext();
ct.retirementgoals.InsertOnSubmit(goals);
ct.SubmitChanges();
}
catch (Exception e)
{
status = 0;
string str = e.Message;
}
if (status == 0)
{
goals = null;
}
return goals;
}
public retirementgoal updateRetirementGoals(retirementgoal goals)
{
retirementgoal retrievedGoal = null;
try
{
dbDataContext ct = new dbDataContext();
//retrieve existing retirement goal
var queryRetirementGoals = from sg in ct.retirementgoals
where sg.caseid == goals.caseid
&& sg.selforspouse == goals.selforspouse
select sg;
foreach (retirementgoal sgoals in queryRetirementGoals)
{
retrievedGoal = sgoals;
}
//update retirement goal attributes
retrievedGoal.durationretirement = goals.durationretirement;
retrievedGoal.futureincome = goals.futureincome;
retrievedGoal.incomerequired = goals.incomerequired;
retrievedGoal.intendedretirementage = goals.intendedretirementage;
retrievedGoal.lumpsumrequired = goals.lumpsumrequired;
retrievedGoal.maturityvalue = goals.maturityvalue;
retrievedGoal.sourcesofincome = goals.sourcesofincome;
retrievedGoal.total = goals.total;
retrievedGoal.totalfirstyrincome = goals.totalfirstyrincome;
retrievedGoal.yrstoretirement = goals.yrstoretirement;
retrievedGoal.existingassetstotal = goals.existingassetstotal;
retrievedGoal.inflationreturnrate = goals.inflationreturnrate;
retrievedGoal.inflationrate = goals.inflationrate;
retrievedGoal.retirementGoalNeeded = goals.retirementGoalNeeded;
//delete existing assets for the retirement goal
var queryExistingAssets = from easg in ct.existingassetrgs
where easg.retirementgoalsid == retrievedGoal.id
select easg;
foreach (existingassetrg easgoals in queryExistingAssets)
{
ct.existingassetrgs.DeleteOnSubmit(easgoals);
//ct.SubmitChanges();
}
//update existing assets list for the retirement goal
if (goals.existingassetrgs != null && goals.existingassetrgs.Count > 0)
{
EntitySet<existingassetrg> easgList = new EntitySet<existingassetrg>();
foreach (existingassetrg sgea in goals.existingassetrgs)
{
easgList.Add(sgea);
}
retrievedGoal.existingassetrgs = easgList;
}
ct.SubmitChanges();
}
catch (Exception e)
{
string str = e.Message;
}
return retrievedGoal;
}
protected void submitRetirementGoals(object sender, EventArgs e)
{
//File.AppendAllText(@"C:\ZurichLogs\logs.txt", "\n inside submitSavingGoals code behind");
retirementgoal goalsSelf = new retirementgoal();
string caseid = "";
if (ViewState["caseid"] != null)
{
caseid = ViewState["caseid"].ToString();
goalsSelf.caseid = caseid;
}
string actv = "";
if (ViewState["activity"] != null)
{
actv = ViewState["activity"].ToString();
}
string caseType = "";
retirementGoalSelf = retirementGoalsDao.getRetirementGoal(caseid, "self");
if (retirementGoalSelf != null)
{
caseType = "update";
}
else
{
caseType = "new";
}
goalsSelf.retirementGoalNeeded = Convert.ToInt32(retirementGoalNeeded.SelectedValue);
if (goalsSelf.retirementGoalNeeded == 2)
{
goalsSelf.durationretirement = durationOfRetirement.Text;
goalsSelf.futureincome = futureIncomeNeeded.Text;
goalsSelf.incomerequired = incomeRequiredUponRetirement.Text;
goalsSelf.intendedretirementage = intendedRetirementAge.Text;
goalsSelf.lumpsumrequired = lumpSumRequiredAtRetirement.Text;
goalsSelf.maturityvalue = maturityValue2.Text;
goalsSelf.selforspouse = "self";
goalsSelf.sourcesofincome = sourcesOfIncome.Text;
if (totalShortfallSurplus2.Text != null && totalShortfallSurplus2.Text != "")
{
double ttl = double.Parse(totalShortfallSurplus2.Text);
if (ttl < 0)
{
totalShortfallSurplus2.Text = Math.Abs(ttl).ToString();
}
}
goalsSelf.total = totalShortfallSurplus2.Text;
goalsSelf.totalfirstyrincome = totalFirstYearIncomeNeeded.Text;
goalsSelf.yrstoretirement = yearsToRetirement.Text;
goalsSelf.existingassetstotal = existingAssets2.Text;
goalsSelf.inflationrate = annualInflationRate.Text;
goalsSelf.inflationreturnrate = inflationAdjustedReturn.Text;
}
else if (goalsSelf.retirementGoalNeeded == 1 || goalsSelf.retirementGoalNeeded == 0)
{
goalsSelf.durationretirement = "0";
goalsSelf.futureincome = "0";
goalsSelf.incomerequired = "0";
goalsSelf.intendedretirementage = "0";
goalsSelf.lumpsumrequired = "0";
goalsSelf.maturityvalue = "0";
goalsSelf.selforspouse = "self";
goalsSelf.sourcesofincome = "0";
goalsSelf.total = "0";
goalsSelf.totalfirstyrincome = "0";
goalsSelf.yrstoretirement = "0";
goalsSelf.existingassetstotal = "0";
goalsSelf.inflationrate = "0";
goalsSelf.inflationreturnrate = "0";
}
int noofeaself = 0;
if (goalsSelf.retirementGoalNeeded == 2)
{
if (noofmembers.Value != "")
{
noofeaself = Int16.Parse(noofmembers.Value);
}
}
EntitySet<existingassetrg> eargSelfList = new EntitySet<existingassetrg>();
if (noofeaself > 0)
{
for (int i = 1; i <= noofeaself; i++)
{
existingassetrg easg = new existingassetrg();
easg.asset = Request.Form["pridesc-" + i];
easg.presentvalue = Request.Form["pri_" + i];
easg.percentpa = Request.Form["sec_" + i];
if ((Request.Form["pridesc-" + i] != null) && (Request.Form["pri_" + i] != null) && (Request.Form["sec_" + i] != null))
{
eargSelfList.Add(easg);
}
}
goalsSelf.existingassetrgs = eargSelfList;
}
if (caseType == "new")
{
goalsSelf = retirementGoalsDao.saveRetirementGoals(goalsSelf);
}
else if (caseType == "update")
{
goalsSelf = retirementGoalsDao.updateRetirementGoals(goalsSelf);
}
string status = activityStatusCheck.getRetirementGoalStatus(goalsSelf);
activityStatusDao.saveOrUpdateActivityStatus(caseid, actv, status);
string caseStatus = activityStatusCheck.getZPlanStatus(caseid);
string url = Server.MapPath("~/_layouts/Zurich/Printpages/");
pdfData = activityStatusCheck.sendDataToSalesPortal(caseid, caseStatus, url, sendPdf);
markStatusOnTab(caseid);
/*if (st == 1)
{
lblStatusSubmitted.Visible = false;
}
else
{
lblStatusSubmissionFailed.Visible = true;
}*/
if (goalsSelf != null)
{
lblRetirementGoalSuccess.Visible = true;
populateRetirementGoal(goalsSelf, inflationAdjustedReturnAsmptn, annualInflationReturn, caseid);
}
else
{
lblRetirementGoalFailed.Visible = true;
}
}
private void populateRetirementGoal(retirementgoal retirementGoalSelf, assumption inflationAdjustedReturnAsmptn, assumption annualInflationReturn, string caseid)
{
double shortfallSurplusSelf = 0;
int iIntendedRetirementAge = 0;
PersonalDetailsDAO dao = new PersonalDetailsDAO();
personaldetail detail = dao.getPersonalDetail(caseid);
int yrDob = 0;
int currentYr = DateTime.Now.Year;
int agePolicyOwner = 0;
int iYrstoRetirement = 0;
try
{
DateTime dt2 = DateTime.ParseExact(detail.datepicker, "dd/MM/yyyy", System.Globalization.CultureInfo.InvariantCulture);
yrDob = dt2.Year;
if (DateTime.Now.Month < dt2.Month)
{
agePolicyOwner = currentYr - yrDob - 1;
}
else if (DateTime.Now.Month > dt2.Month)
{
agePolicyOwner = currentYr - yrDob;
}
else
{
if (DateTime.Now.Day < dt2.Day)
{
agePolicyOwner = currentYr - yrDob - 1;
}
else if ((DateTime.Now.Day > dt2.Day) || (DateTime.Now.Day == dt2.Day))
{
agePolicyOwner = currentYr - yrDob;
}
}
iYrstoRetirement = iIntendedRetirementAge - agePolicyOwner;
}
catch (Exception e)
{
//log exception to db
exceptionlog exLog = new exceptionlog();
exLog.message = e.Message + " class: ShowRetirementGoals Method: populateRetirementGoal setting yrs to retirement";
exLog.source = e.Source;
string strtmp = e.StackTrace;
strtmp = strtmp.Replace('\r', ' ');
strtmp = strtmp.Replace('\n', ' ');
exLog.stacktrace = strtmp;
exLog.targetsitename = e.TargetSite.Name;
activityStatusDao.logException(exLog);
}
pownerdob.Value = agePolicyOwner.ToString();
if (detail != null)
{
pownergender.Value = detail.gender;
}
IncomeExpenseDAO iedao = new IncomeExpenseDAO();
incomeExpense iedetail = iedao.getIncomeExpenseForCase(caseid);
retirementGoalNeeded2.Selected = true;
//populate self retirement goals
if (retirementGoalSelf != null)
{
retirementGoalNeeded.SelectedValue = retirementGoalSelf.retirementGoalNeeded.ToString();
if (retirementGoalSelf.intendedretirementage != null && retirementGoalSelf.intendedretirementage != "")
{
intendedRetirementAge.Text = retirementGoalSelf.intendedretirementage;
}
else
{
intendedRetirementAge.Text = "62";
}
iIntendedRetirementAge = Int32.Parse(intendedRetirementAge.Text);
//expectedRetirementAgelbl.Text = intendedRetirementAge.Text;
if (retirementGoalSelf.incomerequired != null && retirementGoalSelf.incomerequired != "")
{
incomeRequiredUponRetirement.Text = retirementGoalSelf.incomerequired;
}
else
{
double dincomeReq = 0;
if (iedetail!=null && iedetail.netMonthlyIncomeAfterCpf != null && iedetail.netMonthlyIncomeAfterCpf != "")
{
dincomeReq = 0.7 * 12 * double.Parse(iedetail.netMonthlyIncomeAfterCpf);
}
incomeRequiredUponRetirement.Text = Math.Round(dincomeReq, 2).ToString();
}
//presentIncomeNeededlbl.Text = incomeRequiredUponRetirement.Text;
if (retirementGoalSelf.yrstoretirement != null && retirementGoalSelf.yrstoretirement != "")
{
yearsToRetirement.Text = retirementGoalSelf.yrstoretirement;
}
else
{
yearsToRetirement.Text = iYrstoRetirement.ToString();
}
//currentAgelbl.Text = (double.Parse(intendedRetirementAge.Text) - double.Parse(yearsToRetirement.Text)).ToString();
if (retirementGoalSelf.inflationrate == null || retirementGoalSelf.inflationrate == "")
{
if (annualInflationReturn != null)
{
annualInflationRate.Text = annualInflationReturn.percentage.Value.ToString();
}
else
{
annualInflationRate.Text = "0";
}
}
else
{
annualInflationRate.Text = retirementGoalSelf.inflationrate;
}
//inflationRatelbl.Text = annualInflationRate.Text;
if (retirementGoalSelf.futureincome != null && retirementGoalSelf.futureincome != "")
{
futureIncomeNeeded.Text = retirementGoalSelf.futureincome;
}
else
{
futureIncomeNeeded.Text = "0";
}
//futureIncomeNeededChartlbl.Text = futureIncomeNeeded.Text;
if (retirementGoalSelf.sourcesofincome != null && retirementGoalSelf.sourcesofincome != "")
{
sourcesOfIncome.Text = retirementGoalSelf.sourcesofincome;
}
else
{
sourcesOfIncome.Text = "0";
}
if (retirementGoalSelf.totalfirstyrincome != null && retirementGoalSelf.totalfirstyrincome != "")
{
totalFirstYearIncomeNeeded.Text = retirementGoalSelf.totalfirstyrincome;
}
else
{
totalFirstYearIncomeNeeded.Text = "0";
}
//annualAmountlbl.Text = totalFirstYearIncomeNeeded.Text;
if (retirementGoalSelf.inflationreturnrate == null || retirementGoalSelf.inflationreturnrate == "")
{
if (inflationAdjustedReturnAsmptn != null)
{
inflationAdjustedReturn.Text = inflationAdjustedReturnAsmptn.percentage.Value.ToString();
}
else
{
inflationAdjustedReturn.Text = "0";
}
}
else
{
inflationAdjustedReturn.Text = retirementGoalSelf.inflationreturnrate;
}
//inflationAdjustedReturnslbl.Text = inflationAdjustedReturn.Text;
if (retirementGoalSelf.durationretirement != null && retirementGoalSelf.durationretirement != "")
{
durationOfRetirement.Text = retirementGoalSelf.durationretirement;
}
else
{
int iDurationofRetirement = 0;
if (detail.gender == "Male")
{
iDurationofRetirement = 83 - iIntendedRetirementAge;
}
else if (detail.gender == "Female")
{
iDurationofRetirement = 88 - iIntendedRetirementAge;
}
durationOfRetirement.Text = iDurationofRetirement.ToString();
}
//durationOfRetirementValuelbl.Text = durationOfRetirement.Text;
//ageAtEndOfRetirementlbl.Text = (double.Parse(durationOfRetirement.Text) + double.Parse(intendedRetirementAge.Text)).ToString();
if (retirementGoalSelf.lumpsumrequired != null && retirementGoalSelf.lumpsumrequired != "")
{
lumpSumRequiredAtRetirement.Text = retirementGoalSelf.lumpsumrequired;
}
else
{
lumpSumRequiredAtRetirement.Text = "0";
}
if (retirementGoalSelf.maturityvalue != null && retirementGoalSelf.maturityvalue != "")
{
maturityValue2.Text = retirementGoalSelf.maturityvalue;
}
else
{
maturityValue2.Text = "0";
}
assetListSelf.DataSource = retirementGoalSelf.existingassetrgs;
assetListSelf.DataBind();
if (retirementGoalSelf.existingassetrgs != null)
{
ViewState["noofassets"] = retirementGoalSelf.existingassetrgs.Count;
if (retirementGoalSelf.existingassetstotal != null && retirementGoalSelf.existingassetstotal != "")
existingAssets2.Text = retirementGoalSelf.existingassetstotal;
else
existingAssets2.Text = "0";
}
shortfallSurplusSelf = double.Parse(existingAssets2.Text) + double.Parse(maturityValue2.Text) - double.Parse(lumpSumRequiredAtRetirement.Text);
if (shortfallSurplusSelf < 0)
{
ttlSSSelf.Text = "Shortfall";
ttlSSSelf.Style.Add("color", "red");
}
else if (shortfallSurplusSelf > 0)
{
ttlSSSelf.Text = "Surplus";
ttlSSSelf.Style.Add("color", "black");
}
else
{
ttlSSSelf.Text = "Total (Shortfall / Surplus)";
ttlSSSelf.Style.Add("color", "black");
}
totalShortfallSurplus2.Text = Math.Abs(shortfallSurplusSelf).ToString();
}
activityId.Value = caseid;
}
protected void Page_Load(object sender, EventArgs e)
{
inflationAdjustedReturnAsmptn = assumptionDao.getAssumptionById(4);
annualInflationReturn = assumptionDao.getAssumptionById(1);
activity = activityStatusDao.getActivity(7);
ViewState["activity"] = activity;
if (!IsPostBack)
{
/*string nextCaseId = Request.Form["caseid"];
string menuCaseId = Request.QueryString["caseid"];
if (nextCaseId != null && nextCaseId != "")
{
caseid = nextCaseId;
}
if (menuCaseId != null && menuCaseId != "")
{
caseid = menuCaseId;
}*/
if (Session["fnacaseid"] != null)
{
caseid = Session["fnacaseid"].ToString();
}
ViewState["caseid"] = caseid;
string url = "popitup('/_layouts/Zurich/AssetAndLiabilityPopUp.aspx',900,1200);return false;";
eaAssetLiability.Attributes.Add("onClick", url);
url = "popitup('/_layouts/Zurich/IncomeExpensePopUp.aspx',900,1200);return false;";
mvalueLink.Attributes.Add("onClick", url);
if (caseid != null)
{
ViewState["caseid"] = caseid;
caseidrg.Value = caseid;
retirementGoalSelf = retirementGoalsDao.getRetirementGoal(caseid, "self");
if (retirementGoalSelf == null)
{
retirementGoalSelf = new retirementgoal();
}
populateRetirementGoal(retirementGoalSelf, inflationAdjustedReturnAsmptn, annualInflationReturn, caseid);
}
}
intendedRetirementAge.Attributes.Add("onblur", "calculateAmountNeededFutureValue('intendedra')");
incomeRequiredUponRetirement.Attributes.Add("onblur", "calculateAmountNeededFutureValue('')");
yearsToRetirement.Attributes.Add("onblur", "tempCalculate1()");
annualInflationRate.Attributes.Add("onblur", "calculateAmountNeededFutureValue('')");
futureIncomeNeeded.Attributes.Add("onblur", "calculateAmountNeededFutureValue('')");
sourcesOfIncome.Attributes.Add("onblur", "calculateAmountNeededFutureValue('')");
totalFirstYearIncomeNeeded.Attributes.Add("onblur", "calculateAmountNeededFutureValue('')");
inflationAdjustedReturn.Attributes.Add("onblur", "calculateAmountNeededFutureValue('')");
durationOfRetirement.Attributes.Add("onblur", "calculateAmountNeededFutureValue('')");
lumpSumRequiredAtRetirement.Attributes.Add("onblur", "calculateAmountNeededFutureValue('')");
existingAssets2.Attributes.Add("onblur", "calculateAmountNeededFutureValue('')");
maturityValue2.Attributes.Add("onblur", "calculateAmountNeededFutureValue('')");
futureIncomeNeeded.Attributes.Add("readonly", "readonly");
totalFirstYearIncomeNeeded.Attributes.Add("readonly", "readonly");
lumpSumRequiredAtRetirement.Attributes.Add("readonly", "readonly");
totalShortfallSurplus2.Attributes.Add("readonly", "readonly");
existingAssets2.Attributes.Add("readonly", "readonly");
yearsToRetirement.Attributes.Add("readonly", "readonly");
markStatusOnTab(caseid);
}
public string getRetirementGoalStatus(retirementgoal retirementGoal)
{
string status = "incomplete";
if (retirementGoal.retirementGoalNeeded == 1 || retirementGoal.retirementGoalNeeded == 0)
{
status = "complete";
}
else
{
if ((retirementGoal.intendedretirementage != null && retirementGoal.intendedretirementage != "")
|| (retirementGoal.incomerequired != null && retirementGoal.incomerequired != "")
|| (retirementGoal.yrstoretirement != null && retirementGoal.yrstoretirement != "")
|| (retirementGoal.sourcesofincome != null && retirementGoal.sourcesofincome != "")
|| (retirementGoal.durationretirement != null && retirementGoal.durationretirement != "")
|| (retirementGoal.maturityvalue != null && retirementGoal.maturityvalue != ""))
{
status = "complete";
}
}
return status;
}
partial void Deleteretirementgoal(retirementgoal instance);
partial void Updateretirementgoal(retirementgoal instance);
partial void Insertretirementgoal(retirementgoal instance);