public static string generateOutputFile(enumOutputType outputType,string strTemplate, StyleSheet Style,int SwitchID,enumSwitchType SwitchType)
{
try
{
clsClient client = new clsClient(HttpContext.Current.Session["requestclientid"].ToString());
switch (outputType)
{
case enumOutputType.PDF:
string Path = HttpContext.Current.Server.MapPath("~/Output/PDF/");
string PDFPath = string.Format("{0}{1}_{2}_{3}_{4:yyyy-MM-dd}.pdf",
Path,
SwitchType.ToString(),
(new clsIFA(int.Parse(HttpContext.Current.Session["ifaid"].ToString()))).propIFA_Name,
client.propForename +" "+ client.propSurname,
DateTime.Now);
using (clsPDF O = new clsPDF(){StyleSheet = Style})
{
O.PageSetup(PageSize.LETTER, 40, 40, 30, 15);
O.FromHTMLString(strTemplate);
O.StartCreate(PDFPath);
LogOutput(enumSwitchType.Portfolio,SwitchID,PDFPath,enumOutputType.PDF);
}
return PDFPath;
default:
return "";
}
}
catch (System.Net.Mail.SmtpException SE)
{
throw new clsOutputException(SE.Message, SE);
}
catch (Exception ex) { throw new clsOutputException(ex.Message, ex); }
}
public static string generateApprovedSwitch(clsSwitch Switch, int IFAID)
{
string resultingRow = string.Empty;
foreach (clsSwitchDetails SwitchDetails in Switch.propSwitchDetails)
{
clsFund Fund = new clsFund(SwitchDetails.propFundID);
string myRow = ROWDETAILS.Replace("{^row$}", clsOutput.CELLDETAILS);
myRow = myRow.Replace("{^FundCompany$}", new clsCompany(Fund.propFundManager).propCompany);
myRow = myRow.Replace("{^FundName$}", Fund.propFundName);
myRow = myRow.Replace("{^InsurComp$}", Fund.propCompanyID.ToString());
myRow = myRow.Replace("{^SEDOL$}", Fund.propSEDOL);
myRow = myRow.Replace("{^%Portfolio$}", SwitchDetails.propAllocation + "%");
resultingRow += myRow;
}
clsClient client = new clsClient(Switch.propClientID);
string html = clsOutput.PortfolioOutput_GetHTML();
clsIFA IFA = new clsIFA(IFAID);
html = html.Replace("{^IFAName$}", IFA.propIFA_Name ?? string.Empty);
html = html.Replace("{^ClientName$}", (client.propForename ?? String.Empty) + " " + (client.propSurname ?? string.Empty));
html = html.Replace("{^Company$}", Switch.propPortfolio.propCompany);
html = html.Replace("{^PType$}", Switch.propPortfolio.propPortfolioType);
html = html.Replace("{^DateTransmit$}", "???"); // DateTime.Now.ToString("MM-dd-yyyy")); //-->Temporary
html = html.Replace("{^Curr$}", Switch.propPortfolio.propPortfolioCurrency);
html = html.Replace("{^AccNum$}", Switch.propPortfolio.propAccountNumber);
html = html.Replace("{^DateApprv$}", DateTime.Now.ToString("MM-dd-yyyy") ?? String.Empty);// Portfolio.propSwitch.propDate_Created.ToString("MM-dd-yyyy") ?? string.Empty);
if (Switch.propPortfolio.propConfirmationRequired)
{
html = html.Replace("{^Sign$}", clsOutput.SIGNATURE)
.Replace("{^SignatureClientName$}", client.propForename + " " + client.propSurname);
}
else
{
html = html.Replace("{^Sign$}", string.Empty);
}
html = html.Replace("{^SwitchDetails$}", resultingRow);
return(html);
}
public static string generateOutputFile(enumOutputType outputType, string strTemplate, StyleSheet Style, int SwitchID, enumSwitchType SwitchType)
{
try
{
clsClient client = new clsClient(HttpContext.Current.Session["requestclientid"].ToString());
switch (outputType)
{
case enumOutputType.PDF:
string Path = HttpContext.Current.Server.MapPath("~/Output/PDF/");
string PDFPath = string.Format("{0}{1}_{2}_{3}_{4:yyyy-MM-dd}.pdf",
Path,
SwitchType.ToString(),
(new clsIFA(int.Parse(HttpContext.Current.Session["ifaid"].ToString()))).propIFA_Name,
client.propForename + " " + client.propSurname,
DateTime.Now);
using (clsPDF O = new clsPDF()
{
StyleSheet = Style
})
{
O.PageSetup(PageSize.LETTER, 40, 40, 30, 15);
O.FromHTMLString(strTemplate);
O.StartCreate(PDFPath);
LogOutput(enumSwitchType.Portfolio, SwitchID, PDFPath, enumOutputType.PDF);
}
return(PDFPath);
default:
return("");
}
}
catch (System.Net.Mail.SmtpException SE)
{
throw new clsOutputException(SE.Message, SE);
}
catch (Exception ex) { throw new clsOutputException(ex.Message, ex); }
}
public static string generateApprovedSwitchScheme(clsScheme Scheme)
{
string HoldingsRows = string.Empty;
clsSwitchScheme switchScheme = new clsSwitchScheme(Scheme);
foreach(clsSwitchScheme.clsSwitchSchemeDetails details in switchScheme.propSwitchDetails)
{
string myRow = clsOutput.ROWDETAILS.Replace("{^row$}", clsOutput.CELLDETAILS);
myRow = myRow.Replace("{^FundCompany$}", details.propFund.propCompanyID.ToString() /* (new clsFund(details.propFund.propFundID)).propCompanyID.ToString()*/);
myRow = myRow.Replace("{^FundName$}", details.propFund.propFundName);
myRow = myRow.Replace("{^InsurComp$}", "None");
myRow = myRow.Replace("{^SEDOL$}", details.propFund.propSEDOL);
myRow = myRow.Replace("{^%Portfolio$}", details.propAllocation.ToString("N2") + "%");
HoldingsRows += myRow;
}
string Contribution = string.Empty;
foreach(clsSwitchScheme.clsSwitchSchemeDetails details in switchScheme.propSwitchDetailsContribution)
{
string myRow = clsOutput.ROWDETAILS.Replace("{^row$}", clsOutput.CELLDETAILS);
myRow = myRow.Replace("{^FundCompany$}", details.propFund.propCompanyID.ToString() /* (new clsFund(details.propFund.propFundID)).propCompanyID.ToString()*/);
myRow = myRow.Replace("{^FundName$}", details.propFund.propFundName);
myRow = myRow.Replace("{^InsurComp$}", "None");
myRow = myRow.Replace("{^SEDOL$}", details.propFund.propSEDOL);
myRow = myRow.Replace("{^%Portfolio$}", details.propAllocation.ToString("N2") + "%");
Contribution += myRow;
}
string html = SchemeOutput_GetHTML();
html = html.Replace("{^PortfolioHoldings$}", HoldingsRows);
html = html.Replace("{^Contribution$}", Contribution);
clsClient client = new clsClient(Scheme.propClient.propClientID);
clsIFA IFA = new clsIFA(int.Parse(HttpContext.Current.Session["ifaid"].ToString()));
html = html.Replace("{^IFAName$}", IFA.propIFA_Name);
html = html.Replace("{^ClientName$}", client.propForename + " " + client.propSurname);
html = html.Replace("{^Company$}", Scheme.propCompany.propCompany);
html = html.Replace("{^PType$}", Scheme.propPortfolioType);
html = html.Replace("{^DateTransmit$}", "?"); //-->Temporary
html = html.Replace("{^Curr$}", Scheme.propSchemeCurrency);
html = html.Replace("{^AccNum$}", Scheme.propAccountNumber);
html = html.Replace("{^DateApprv$}", DateTime.Now.ToString("MM-dd-yyyy") ?? String.Empty);
if (Scheme.propConfirmationRequired)
{
html = html.Replace("{^Sign$}", clsOutput.SIGNATURE);
html = html.Replace("{^SignatureClientName$}", client.propForename + " " + client.propSurname);
}
else
{
html = html.Replace("{^Sign$}", string.Empty);
}
return html;
}
public static string generateApprovedSwitch(clsSwitch Switch, int IFAID)
{
string resultingRow = string.Empty;
foreach (clsSwitchDetails SwitchDetails in Switch.propSwitchDetails)
{
clsFund Fund = new clsFund(SwitchDetails.propFundID);
string myRow = ROWDETAILS.Replace("{^row$}", clsOutput.CELLDETAILS);
myRow = myRow.Replace("{^FundCompany$}", new clsCompany(Fund.propFundManager).propCompany);
myRow = myRow.Replace("{^FundName$}", Fund.propFundName);
myRow = myRow.Replace("{^InsurComp$}", Fund.propCompanyID.ToString());
myRow = myRow.Replace("{^SEDOL$}", Fund.propSEDOL);
myRow = myRow.Replace("{^%Portfolio$}", SwitchDetails.propAllocation + "%");
resultingRow += myRow;
}
clsClient client = new clsClient(Switch.propClientID);
string html = clsOutput.PortfolioOutput_GetHTML();
clsIFA IFA = new clsIFA(IFAID);
html = html.Replace("{^IFAName$}", IFA.propIFA_Name ?? string.Empty);
html = html.Replace("{^ClientName$}",(client.propForename ?? String.Empty) + " " + (client.propSurname ?? string.Empty) );
html = html.Replace("{^Company$}", Switch.propPortfolio.propCompany);
html = html.Replace("{^PType$}", Switch.propPortfolio.propPortfolioType);
html = html.Replace("{^DateTransmit$}", "???"); // DateTime.Now.ToString("MM-dd-yyyy")); //-->Temporary
html = html.Replace("{^Curr$}", Switch.propPortfolio.propPortfolioCurrency);
html = html.Replace("{^AccNum$}", Switch.propPortfolio.propAccountNumber);
html = html.Replace("{^DateApprv$}", DateTime.Now.ToString("MM-dd-yyyy") ?? String.Empty);// Portfolio.propSwitch.propDate_Created.ToString("MM-dd-yyyy") ?? string.Empty);
if (Switch.propPortfolio.propConfirmationRequired)
{
html = html.Replace("{^Sign$}", clsOutput.SIGNATURE)
.Replace("{^SignatureClientName$}", client.propForename + " " + client.propSurname );
}
else
{
html = html.Replace("{^Sign$}", string.Empty);
}
html = html.Replace("{^SwitchDetails$}", resultingRow);
return html;
}
