private bool ValidateUserLogin(string userAccountId, string isWerp)
{
string strOnlineAdviser = "0";
bool isValidUser = false;
UserBo userBo = new UserBo();
AssociatesVO associatesVo = new AssociatesVO();
AdvisorBranchVo advisorBranchVo = new AdvisorBranchVo();
AssociatesUserHeirarchyVo associatesUserHeirarchyVo = new AssociatesUserHeirarchyVo();
AdvisorBo advisorBo = new AdvisorBo();
BoDematAccount boDematAccount = new BoDematAccount();
AssociatesBo associatesBo = new AssociatesBo();
AdvisorStaffBo advisorStaffBo = new AdvisorStaffBo();
CustomerBo customerBo = new CustomerBo();
AdvisorBranchBo advisorBranchBo = new AdvisorBranchBo();
PortfolioBo portfolioBo = new PortfolioBo();
CustomerPortfolioVo customerPortfolioVo = new CustomerPortfolioVo();
strOnlineAdviser = ConfigurationSettings.AppSettings["ONLINE_ADVISER"].ToString();
if (string.IsNullOrEmpty(isWerp))
{
userVo = userBo.GetUserAccountDetails(userAccountId, Convert.ToInt32(strOnlineAdviser));
}
else
{
advisorVo = (AdvisorVo)Session["advisorVo"];
userVo = userBo.GetUserAccountDetails(userAccountId, advisorVo.advisorId);
}
if (!string.IsNullOrEmpty(isWerp))
{
if (userVo != null)
{
customerVo = customerBo.GetCustomerInfo(userVo.UserId);
isValidUser = true;
}
Session["CustomerVo"] = customerVo;
}
else if (userVo != null)
{
isValidUser = true;
List <string> roleList = new List <string>();
string branchLogoSourcePath;
string sourcePath;
string potentialHomePage = string.Empty;
roleList = userBo.GetUserRoles(userVo.UserId);
if (userVo.UserType == "Customer")
{
customerVo = customerBo.GetCustomerInfo(userVo.UserId);
advisorVo = advisorBo.GetAdvisor(advisorBranchBo.GetBranch(customerVo.BranchId).AdviserId);
if (customerVo.IsProspect == 0)
{
customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerVo.CustomerId);
Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId;
}
rmVo = advisorStaffBo.GetAdvisorStaffDetails(customerVo.RmId);
Session[SessionContents.LogoPath] = advisorVo.LogoPath;
Session[SessionContents.CurrentUserRole] = "Customer";
Session[SessionContents.UserTopRole] = "Customer";
branchLogoSourcePath = "Images/" + userBo.GetRMBranchLogo(rmVo.RMId);
sourcePath = "Images/" + userBo.GetRMLogo(rmVo.RMId);
Session[SessionContents.LogoPath] = sourcePath;
Session[SessionContents.BranchLogoPath] = branchLogoSourcePath;
Session["CustomerVo"] = customerVo;
Session["DematAccountVo"] = boDematAccount.GetCustomerActiveDematAccount(customerVo.CustomerId);
UserBo.AddLoginTrack(userVo.LoginId, string.Empty, true, HttpContext.Current.Request.ServerVariables["REMOTE_ADDR"], HttpContext.Current.Request.UserAgent, userVo.UserId);
}
Session["UserVo"] = userVo;
Session["advisorVo"] = advisorVo;
Session["rmVo"] = rmVo;
SetAdviserPreference();
//Session["Theme"] = advisorVo.theme;
//Session["refreshTheme"] = true;
Session[SessionContents.LogoPath] = advisorVo.LogoPath;
}
return(isValidUser);
}
protected void Page_Load(object sender, EventArgs e)
{
SessionBo.CheckSession();
userVo = (UserVo)Session["UserVo"];
path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
txtLivingSince_CompareValidator.ValueToCompare = DateTime.Now.ToShortDateString();
txtMarriageDate_CompareValidator.ValueToCompare = DateTime.Now.ToShortDateString();
cvJobStartDate.ValueToCompare = DateTime.Now.ToShortDateString();
try
{
this.Page.Culture = "en-GB";
rmVo = (RMVo)Session["rmVo"];
customerVo = (CustomerVo)Session["CustomerVo"];
if (Request.QueryString["RmId"] != null)
{
rmId = int.Parse(Request.QueryString["RmId"].ToString());
rmVo = advisorStaffBo.GetAdvisorStaffDetails(customerVo.RmId);
}
else
{
rmId = rmVo.RMId;
}
if (!IsPostBack)
{
if (customerVo.SubType != "NRI")
{
txtRBIApprovalDate.Visible = false;
txtRBIRefNo.Visible = false;
lblRBIApprovalDate.Visible = false;
lblRBIRefNum.Visible = false;
trGuardianName.Visible = true;
}
if (customerVo.SubType == "MNR")
{
trGuardianName.Visible = true;
}
else
{
trGuardianName.Visible = false;
}
if ((customerVo.SubType == "RES") && (customerVo.Type == "IND"))
{
btnGetSlab.Visible = true;
}
else
{
btnGetSlab.Visible = false;
}
// txtRmName.Text = rmVo.FirstName.ToString() + " " + rmVo.MiddleName.ToString() + " " + rmVo.LastName.ToString();
if (!string.IsNullOrEmpty(customerVo.Salutation))
{
ddlSalutation.SelectedValue = customerVo.Salutation;
}
txtFirstName.Text = customerVo.FirstName.ToString();
txtMiddleName.Text = customerVo.MiddleName.ToString();
txtLastName.Text = customerVo.LastName.ToString();
txtEmail.Text = customerVo.Email.ToString();
txtPanNumber.Text = customerVo.PANNum;
if (customerVo.DummyPAN == 1)
{
chkdummypan.Checked = true;
}
else
{
chkdummypan.Checked = false;
}
txtProfilingDate.Text = DateTime.Today.Date.ToShortDateString().ToString();
txtRMName.Text = rmVo.FirstName + " " + rmVo.MiddleName + " " + rmVo.LastName;
BindDropDowns(path);
//BindTaxSlabDropDown();
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerIndividualAdd.ascx:Page_Load()");
object[] objects = new object[3];
objects[0] = rmVo;
objects[1] = customerVo;
objects[2] = path;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
private void ProcessAllCustomerRequest(string customerIds)
{
string[] customerids = customerIds.Split('~');
List <MFReportVo> mfReportVoList = null;
MFReportEmailVo mfReportEmailVo = new MFReportEmailVo();
int customerId = 0;
WERPTaskRequestManagementBo taskRequestManagementBo = new WERPTaskRequestManagementBo();
int parentrequestId = 0;
string[] reportTRange = reportTypeRange.Split('~');
string[] reportTAsON = reportTypeAsOn.Split('~');
try
{
foreach (string arrStr in customerids)
{
mfReportVoList = new List <MFReportVo>();
mfReportEmailVo = new MFReportEmailVo();
customerId = int.Parse(arrStr);
int groupCustomerId = 0;
if (isGroupHead)
{
groupCustomerId = customerId;
}
taskRequestManagementBo.CreateTaskRequest(1, userId, out parentrequestId);
custVo = customerBo.GetCustomer(customerId);
customerRMVo = adviserStaffBo.GetAdvisorStaffDetails(custVo.RmId);
foreach (string str in reportTAsON)
{
mfReportVoList.Add(GetReportInputData(str, customerId, groupCustomerId, ref dtFrom, ref dtTo, ref dtAsOn, "ASON"));
}
foreach (string str in reportTRange)
{
mfReportVoList.Add(GetReportInputData(str, customerId, groupCustomerId, ref dtFrom, ref dtTo, ref dtAsOn, "RANGE"));
}
mfReportEmailVo.AdviserId = adviserId;
mfReportEmailVo.CustomerId = custVo.CustomerId;
mfReportEmailVo.CustomerEmail = custVo.Email;
mfReportEmailVo.RMEmail = customerRMVo.Email;
mfReportEmailVo.ReportTypeName = "Mutual Fund Portfolio Statement";
taskRequestManagementBo.CreateBulkReportRequest(mfReportVoList, mfReportEmailVo, parentrequestId, 1, userId);
}
UpdateTaskRequestRecorder(requestRecorderId, "SUCCESS");
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
UpdateTaskRequestRecorder(requestRecorderId, Ex.Message);
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "RequestCreatorBo:ProcessAllCustomerRequest(string customerIds)");
object[] objects = new object[2];
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void btnLogin_Click(object sender, EventArgs e)
{
UserBo userBo = new UserBo();
AdvisorStaffBo adviserStaffBo = new AdvisorStaffBo();
RMVo rmVo = new RMVo();
CustomerVo customerVo = new CustomerVo();
CustomerBo customerBo = new CustomerBo();
if (userBo.ValidateUser(txtUserName.Text.ToString(), txtPassword.Text.ToString()))
{
userVo = userBo.GetUser(txtUserName.Text.ToString());
if (userVo.UserType == "Advisor")
{
rmVo = adviserStaffBo.GetAdvisorStaff(userVo.UserId);
if (rmVo.AdviserId == adviserId || isMainDomain == true)
{
lblLoginMessage.Visible = true;
lblLoginMessage.Text = "Logged In to " + appName.ToString() + " as " + userVo.FirstName + ' ' + userVo.MiddleName + ' ' + userVo.LastName;
lblLoginMessage.CssClass = "FieldName";
tblLoginBlock.Visible = false;
Session["CurrentUserVo"] = userVo;
lnklogout.Visible = true;
Response.Write("<script>window.open('" + refLink + "?UserId=" + Encryption.Encrypt(userVo.UserId.ToString()) + "','_blank');</script>");
}
else
{
lblLoginMessage.Visible = true;
tblLoginBlock.Visible = true;
lblLoginMessage.Text = "Authentication Failed";
lblLoginMessage.CssClass = "FieldError";
}
}
else if (userVo.UserType == "Customer")
{
customerVo = customerBo.GetCustomerInfo(userVo.UserId);
rmVo = adviserStaffBo.GetAdvisorStaffDetails(customerVo.RmId);
if (rmVo.AdviserId == adviserId || isMainDomain == true)
{
lblLoginMessage.Visible = true;
lblLoginMessage.Text = "Logged In to " + appName.ToString() + " as " + userVo.FirstName + ' ' + userVo.MiddleName + ' ' + userVo.LastName;
lblLoginMessage.CssClass = "FieldName";
Session["CurrentUserVo"] = userVo;
tblLoginBlock.Visible = false;
lnklogout.Visible = true;
Response.Write("<script>window.open('" + refLink + "?UserId=" + Encryption.Encrypt(userVo.UserId.ToString()) + "','_blank');</script>");
}
else
{
lblLoginMessage.Visible = true;
tblLoginBlock.Visible = false;
lblLoginMessage.Text = "Authentication Failed";
lblLoginMessage.CssClass = "FieldError";
}
}
}
else
{
lblLoginMessage.Text = "Invalid LoginId or Password";
lblLoginMessage.Visible = true;
lblLoginMessage.CssClass = "FieldError";
}
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
SessionBo.CheckSession();
this.Page.Culture = "en-GB";
path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
rmVo = (RMVo)Session["rmVo"];
customerVo = (CustomerVo)Session["CustomerVo"];
if (Request.QueryString["RmId"] != null)
{
rmId = int.Parse(Request.QueryString["RmId"].ToString());
rmVo = advisorStaffBo.GetAdvisorStaffDetails(customerVo.RmId);
}
else
{
rmId = rmVo.RMId;
}
txtDateofProfiling.Text = DateTime.Today.ToShortDateString();
if (Session["Current_Link"].ToString() == "AdvisorLeftPane")
{
// customerVo = (CustomerVo)Session["CustomerVo"];
txtRmName.Text = rmVo.FirstName.ToString() + " " + rmVo.MiddleName.ToString() + " " + rmVo.LastName.ToString();
txtEmail.Text = customerVo.Email.ToString();
txtPanNumber.Text = customerVo.PANNum.ToString();
txtCompanyName.Text = customerVo.CompanyName;
if (customerVo.DummyPAN == 1)
{
chkdummypan.Checked = true;
}
else
{
chkdummypan.Checked = false;
}
}
else if (Session["Current_Link"].ToString() == "RMCustomerNonIndividualLeftPane")
{
//customerVo = (CustomerVo)Session["CustomerVo"];
txtRmName.Text = rmVo.FirstName.ToString() + " " + rmVo.MiddleName.ToString() + " " + rmVo.LastName.ToString();
txtEmail.Text = "";
txtCompanyName.Text = "";
txtDateofProfiling.Enabled = true;
txtDateofProfiling.Text = DateTime.Today.ToShortDateString();
if (customerVo.DummyPAN == 1)
{
chkdummypan.Checked = true;
}
else
{
chkdummypan.Checked = false;
}
}
if (!IsPostBack)
{
BindDropDowns(path);
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerNonIndividualAdd.ascx:Page_Load()");
object[] objects = new object[3];
objects[0] = rmVo;
objects[1] = customerVo;
objects[2] = path;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void btnSignIn_Click(object sender, EventArgs e)
{
UserVo userVo = new UserVo();
UserBo userBo = new UserBo();
AdvisorStaffBo advisorStaffBo = new AdvisorStaffBo();
AdvisorBranchBo advisorBranchBo = new AdvisorBranchBo();
AdvisorBranchVo advisorBranchVo = new AdvisorBranchVo();
RMVo rmVo = new RMVo();
AdvisorBo advisorBo = new AdvisorBo();
AdvisorVo advisorVo = new AdvisorVo();
CustomerBo customerBo = new CustomerBo();
CustomerVo customerVo = new CustomerVo();
List <string> roleList = new List <string>();
string sourcePath = "";
string branchLogoSourcePath = "";
int count;
bool isGrpHead = false;
if (!CheckSuperAdmin())
{
if (txtLoginId.Text == "" || txtPassword.Text == "")
{
lblIllegal.Visible = true;
lblIllegal.Text = "Username and Password does not match";
}
else
{
if (userBo.ValidateUser(txtLoginId.Text, txtPassword.Text)) // Validating the User Using the Username and Password
{
Session["id"] = "";
lblIllegal.Visible = true;
userVo = userBo.GetUser(txtLoginId.Text);
Session["UserVo"] = userVo;
AddLoginTrack(txtLoginId.Text, txtPassword.Text, true, userVo.UserId);
if (userVo.theme != null)
{
Session["Theme"] = userVo.theme.ToString();
Session["refreshTheme"] = true;
}
else
{
Session["Theme"] = "Purple";
Session["refreshTheme"] = true;
}
if (userVo.IsTempPassword == 0)
{
string UserName = userVo.FirstName + " " + userVo.LastName;
if (userVo.UserType == "Advisor")
{
Session[SessionContents.CurrentUserRole] = "Admin";
Session["advisorVo"] = advisorBo.GetAdvisorUser(userVo.UserId);
Session["rmVo"] = advisorStaffBo.GetAdvisorStaff(userVo.UserId);
advisorVo = (AdvisorVo)Session["advisorVo"];
rmVo = (RMVo)Session["rmVo"];
Session["adviserId"] = advisorBo.GetRMAdviserId(rmVo.RMId);
if (advisorVo.LogoPath == null || advisorVo.LogoPath == "")
{
advisorVo.LogoPath = "spacer.png";
}
else
{
sourcePath = "Images/" + advisorVo.LogoPath.ToString();
if (!System.IO.File.Exists(Server.MapPath(sourcePath)))
{
sourcePath = "";
}
}
Session[SessionContents.LogoPath] = sourcePath;
roleList = userBo.GetUserRoles(userVo.UserId);
count = roleList.Count;
if (count == 3)
{
advisorBranchVo = advisorBranchBo.GetBranch(advisorBranchBo.GetBranchId(rmVo.RMId));
Session["advisorBranchVo"] = advisorBranchVo;
branchLogoSourcePath = "Images/" + userBo.GetRMBranchLogo(rmVo.RMId);
Session[SessionContents.BranchLogoPath] = branchLogoSourcePath;
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loginloadcontrol('AdvisorRMBMDashBoard','login','" + UserName + "','" + sourcePath + "');", true);
//login user role Type
Session["S_CurrentUserRole"] = "Admin";
}
if (count == 2)
{
if (roleList.Contains("RM") && roleList.Contains("BM"))
{
advisorBranchVo = advisorBranchBo.GetBranch(advisorBranchBo.GetBranchId(rmVo.RMId));
Session["advisorBranchVo"] = advisorBranchVo;
//login user role Type
Session["S_CurrentUserRole"] = "RM";
branchLogoSourcePath = "Images/" + userBo.GetRMBranchLogo(rmVo.RMId);
Session[SessionContents.BranchLogoPath] = branchLogoSourcePath;
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loginloadcontrol('BMRMDashBoard','login','" + UserName + "','" + sourcePath + "','" + branchLogoSourcePath + "');", true);
}
else if (roleList.Contains("RM") && roleList.Contains("Admin"))
{
advisorBranchVo = advisorBranchBo.GetBranch(advisorBranchBo.GetBranchId(rmVo.RMId));
Session["advisorBranchVo"] = advisorBranchVo;
//login user role Type
Session["S_CurrentUserRole"] = "Admin";
branchLogoSourcePath = "Images/" + userBo.GetRMBranchLogo(rmVo.RMId);
Session[SessionContents.BranchLogoPath] = branchLogoSourcePath;
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loginloadcontrol('AdvisorRMDashBoard','login','" + UserName + "','" + sourcePath + "');", true);
}
else if (roleList.Contains("BM") && roleList.Contains("Admin"))
{
advisorBranchVo = advisorBranchBo.GetBranch(advisorBranchBo.GetBranchId(rmVo.RMId));
Session["advisorBranchVo"] = advisorBranchVo;
branchLogoSourcePath = "Images/" + userBo.GetRMBranchLogo(rmVo.RMId);
Session[SessionContents.BranchLogoPath] = branchLogoSourcePath;
//login user role Type
Session["S_CurrentUserRole"] = "Admin";
}
}
if (count == 1)
{
if (roleList.Contains("RM"))
{
Session["adviserId"] = advisorBo.GetRMAdviserId(rmVo.RMId);
//Session["advisorVo"]=advisorBo.GetAdvisor(
branchLogoSourcePath = "Images/" + userBo.GetRMBranchLogo(rmVo.RMId);
sourcePath = "Images/" + userBo.GetRMLogo(rmVo.RMId);
Session[SessionContents.LogoPath] = sourcePath;
Session[SessionContents.BranchLogoPath] = branchLogoSourcePath;
//login user role Type Issue Reported by Ajay on July 1 2010
Session["S_CurrentUserRole"] = "RM";
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loginloadcontrol('RMDashBoard','login','" + UserName + "','" + sourcePath + "','" + branchLogoSourcePath + "');", true);
}
else if (roleList.Contains("BM"))
{
advisorBranchVo = advisorBranchBo.GetBranch(advisorBranchBo.GetBranchId(rmVo.RMId));
Session["advisorBranchVo"] = advisorBranchVo;
branchLogoSourcePath = "Images/" + userBo.GetRMBranchLogo(rmVo.RMId);
Session[SessionContents.BranchLogoPath] = branchLogoSourcePath;
//login user role Type Issue Reported by Ajay on July 1 2010
Session["S_CurrentUserRole"] = "BM";
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loginloadcontrol('BMDashBoard','login','" + UserName + "','" + sourcePath + "','" + branchLogoSourcePath + "');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loginloadcontrol('AdvisorDashBoard','login','" + UserName + "','" + sourcePath + "');", true);
}
}
GetLatestValuationDate();
}
else if (userVo.UserType == "Customer")
{
customerVo = customerBo.GetCustomerInfo(userVo.UserId);
//Session["advisorVo"] = advisorBo.GetAdvisorUser(userVo.UserId);
Session["CustomerVo"] = customerVo;
customerVo = (CustomerVo)Session["CustomerVo"];
advisorVo = advisorBo.GetAdvisor(advisorBranchBo.GetBranch(customerVo.BranchId).AdviserId);
rmVo = advisorStaffBo.GetAdvisorStaffDetails(customerVo.RmId);
Session["rmVo"] = rmVo;
Session["advisorVo"] = advisorVo;
//if(customerVo!=null){
sourcePath = "Images/" + userBo.GetCustomerLogo(customerVo.CustomerId);
Session[SessionContents.LogoPath] = sourcePath;
Session["S_CurrentUserRole"] = "Customer";
GetLatestValuationDate();
Session["IsDashboard"] = "true";
isGrpHead = customerBo.CheckCustomerGroupHead(customerVo.CustomerId);
if (isGrpHead == true)
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loginloadcontrol('AdvisorRMCustGroupDashboard','login','" + UserName + "','" + sourcePath + "');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loginloadcontrol('AdvisorRMCustIndiDashboard','login','" + UserName + "','" + sourcePath + "');", true);
}
}
else if (userVo.UserType == "Admin")
{
Session["refreshTheme"] = false;
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loginloadcontrol('AdminUpload','login','" + UserName + "','');", true);
}
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loadcontrol('ChangeTempPassword','none');", true);
}
}
else
{
lblIllegal.Visible = true;
lblIllegal.Text = "Username and Password does not match";
AddLoginTrack(txtLoginId.Text, txtPassword.Text, false, 0);
}
}
}
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
SessionBo.CheckSession();
path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
userVo = (UserVo)Session["userVo"];
customerVo = (CustomerVo)Session["CustomerVo"];
if (userVo.UserType.Trim() == "Adviser" || userVo.UserType.Trim() == "RM" || userVo.UserType.Trim() == "Branch Man" || userVo.UserType.Trim() == "Advisor")
{
trDelete.Visible = true;
}
else
{
trDelete.Visible = false;
}
if (customerVo.ProfilingDate == DateTime.MinValue)
{
lblProfilingDate.Text = "";
}
else
{
lblProfilingDate.Text = customerVo.ProfilingDate.ToShortDateString();
}
lblType.Text = XMLBo.GetCustomerTypeName(path, customerVo.Type);
lblSubType.Text = XMLBo.GetCustomerSubTypeName(path, customerVo.SubType);
lblName.Text = customerVo.ContactFirstName + " " + customerVo.ContactMiddleName + " " + customerVo.ContactLastName;
lblCustomerCode.Text = customerVo.CustCode.ToString();
lblPanNum.Text = customerVo.PANNum.ToString();
lblCompanyName.Text = customerVo.CompanyName;
if (customerVo.BranchName != null)
{
lblBranch.Text = customerVo.BranchName.ToString();
}
if (customerVo.RegistrationDate == DateTime.MinValue)
{
lblRegistrationDate.Text = "";
}
else
{
lblRegistrationDate.Text = customerVo.RegistrationDate.ToShortDateString();
}
if (customerVo.CommencementDate == DateTime.MinValue)
{
lblCommencementDate.Text = "";
}
else
{
lblCommencementDate.Text = customerVo.CommencementDate.ToShortDateString();
}
lblRegistrationNum.Text = customerVo.RegistrationNum.ToString();
lblRegistrationPlace.Text = customerVo.RegistrationPlace.ToString();
lblCompanyWebsite.Text = customerVo.CompanyWebsite.ToString();
if (customerVo.DummyPAN == 1)
{
chkdummypan.Checked = true;
}
else
{
chkdummypan.Checked = false;
}
//if (customerVo.IsProspect == 1)
//{
// chkprospectn.Checked = true;
//}
//else
//{
// chkprospectn.Checked = false;
//}
if (customerVo.ViaSMS == 1)
{
chksmsn.Checked = true;
}
else
{
chksmsn.Checked = false;
}
if (customerVo.AlertViaEmail == 1)
{
chkmailn.Checked = true;
}
else
{
chkmailn.Checked = false;
}
lblCustomerCode.Text = customerVo.CustCode.ToString();
customerRMVo = adviserStaffBo.GetAdvisorStaffDetails(customerVo.RmId);
if (customerRMVo.FirstName + " " + customerRMVo.MiddleName + " " + customerRMVo.LastName != null && (customerRMVo.FirstName + " " + customerRMVo.MiddleName + " " + customerRMVo.LastName).ToString() != "")
{
lblRM.Text = customerRMVo.FirstName + " " + customerRMVo.MiddleName + " " + customerRMVo.LastName;
}
else
{
lblRM.Text = "";
}
lblPanNum.Text = customerVo.PANNum.ToString();
lblCorrLine1.Text = customerVo.Adr1Line1.ToString();
lblCorrLine2.Text = customerVo.Adr1Line2.ToString();
lblCorrLine3.Text = customerVo.Adr1Line3.ToString();
lblCorrPinCode.Text = customerVo.Adr1PinCode.ToString();
lblCorrCity.Text = customerVo.Adr1City.ToString();
if (customerVo.Adr1State != "")
{
lblCorrState.Text = XMLBo.GetStateName(path, customerVo.Adr1State);
}
else
{
lblCorrState.Text = "";
}
lblCorrCountry.Text = customerVo.Adr1Country.ToString();
lblPermLine1.Text = customerVo.Adr2Line1.ToString();
lblPermLine2.Text = customerVo.Adr2Line2.ToString();
lblPermLine3.Text = customerVo.Adr2Line3.ToString();
lblPermPinCode.Text = customerVo.Adr2PinCode.ToString();
lblPermCity.Text = customerVo.Adr2City.ToString();
if (customerVo.Adr2State.ToString() != string.Empty)
{
lblPermState.Text = XMLBo.GetStateName(path, customerVo.Adr2State);
}
else
{
lblPermState.Text = "";
}
lblPermCountry.Text = customerVo.Adr2Country.ToString();
lblResPhone.Text = customerVo.ResISDCode.ToString() + "-" + customerVo.ResSTDCode.ToString() + "-" + customerVo.ResPhoneNum.ToString();
lblOfcPhone.Text = customerVo.OfcISDCode.ToString() + "-" + customerVo.OfcSTDCode.ToString() + "-" + customerVo.OfcPhoneNum.ToString();
lblResFax.Text = customerVo.Fax.ToString() + "-" + customerVo.ISDFax.ToString() + "-" + customerVo.STDFax.ToString();
lblEmail.Text = customerVo.Email.ToString();
lblAltEmail.Text = customerVo.AltEmail.ToString();
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "ViewNonIndividualProfile.ascx:Page_Load()");
object[] objects = new object[2];
objects[0] = customerVo;
objects[2] = userVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
private bool ExportToPDF(MFReportVo reportVo)
{
MFReportsBo mfReports = new MFReportsBo();
CustomerBo customerBo = new CustomerBo();
AdvisorBo advisorBo = new AdvisorBo();
////////////////////////////report = (MFReportVo)Session["reportParams"];
//customerVo = (CustomerVo)Session["CusVo"];
//if (Session["CusVo"] != null)
// customerVo = (CustomerVo)Session["CusVo"];
string fileExtension = ".pdf";
string finalReportPath = string.Empty;
string exportReportFullPath = string.Empty;
crmain = new ReportDocument();
try
{
if (string.IsNullOrEmpty(tempAdviserId))
{
tempAdviserId = reportVo.AdviserId.ToString();
advisorVo = advisorBo.GetAdvisor(reportVo.AdviserId);
}
if (string.IsNullOrEmpty(tempCustomerId))
{
tempCustomerId = reportVo.CustomerIds.ToString();
customerVo = customerBo.GetCustomer(Convert.ToInt32(reportVo.CustomerIds));
}
if (tempAdviserId != reportVo.AdviserId.ToString())
{
advisorVo = advisorBo.GetAdvisor(reportVo.AdviserId);
}
if (tempRMId != reportVo.RMId.ToString())
{
customerRMVo = adviserStaffBo.GetAdvisorStaffDetails(reportVo.RMId);
}
if (tempCustomerId != reportVo.CustomerIds.ToString())
{
customerVo = customerBo.GetCustomer(Convert.ToInt32(reportVo.CustomerIds));
}
if (string.IsNullOrEmpty(tempRMId))
{
tempRMId = reportVo.RMId.ToString();
customerRMVo = adviserStaffBo.GetAdvisorStaffDetails(customerVo.RmId);
}
switch (reportVo.SubType)
{
case "CAPITAL_GAIN_SUMMARY":
{
finalReportPath = reportFilePath + @"\CapitalGainSummary.rpt";
crmain.Load(finalReportPath);
DataTable dtCapitalGainSummary = mfReports.GetCapitalGainSummaryReport(reportVo);
if (dtCapitalGainSummary.Rows.Count > 0)
{
crmain.SetDataSource(dtCapitalGainSummary);
setLogo(adviserLogoPath);
crmain.SetParameterValue("DateRange", "Period: " + reportVo.FromDate.ToString("dd/MM/yy") + " to " + reportVo.ToDate.ToString("dd/MM/yy"));
//crmain.SetParameterValue("FromDate", report.FromDate.ToShortDateString());
//crmain.SetParameterValue("ToDate", report.ToDate.ToShortDateString());
AssignReportViewerProperties();
reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension;
exportReportFullPath = savedLocation + @"/" + reportFileName;
crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath);
reportStatus = "Exported_Successfully";
}
else
{
reportStatus = "No_Record_Found";
}
break;
}
case "CAPITAL_GAIN_DETAILS":
{
finalReportPath = reportFilePath + @"\CapitalGainDetails.rpt";
crmain.Load(finalReportPath);
DataTable dtCapitalGainDetails = mfReports.GetCapitalGainDetailsReport(reportVo);
if (dtCapitalGainDetails.Rows.Count > 0)
{
crmain.SetDataSource(dtCapitalGainDetails);
setLogo(adviserLogoPath);
crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName);
crmain.SetParameterValue("DateRange", "Period: " + reportVo.FromDate.ToString("dd/MM/yy") + " to " + reportVo.ToDate.ToString("dd/MM/yy"));
//crmain.SetParameterValue("FromDate", report.FromDate.ToShortDateString());
//crmain.SetParameterValue("ToDate", report.ToDate.ToShortDateString());
AssignReportViewerProperties();
reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension;
exportReportFullPath = savedLocation + @"/" + reportFileName;
crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath);
reportStatus = "Exported_Successfully";
}
else
{
reportStatus = "No_Record_Found";
}
break;
}
case "CATEGORY_WISE":
{
finalReportPath = reportFilePath + @"\MFFundSummary.rpt";
crmain.Load(finalReportPath);
DataSet dsMFFundSummary = mfReports.GetMFFundSummaryReport(reportVo, advisorVo.advisorId);
if (dsMFFundSummary.Tables[0].Rows.Count > 0 || dsMFFundSummary.Tables[1].Rows.Count > 0)
{
crmain.Subreports["OpenPositionReport"].Database.Tables[0].SetDataSource(dsMFFundSummary.Tables[0]);
crmain.Subreports["AllPositionReport1"].Database.Tables[0].SetDataSource(dsMFFundSummary.Tables[1]);
crmain.Subreports["AllPositionReport2"].Database.Tables[0].SetDataSource(dsMFFundSummary.Tables[1]);
setLogo(adviserLogoPath);
crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName);
crmain.SetParameterValue("DateRange", "As on: " + reportVo.ToDate.ToString("dd/MM/yy"));
crmain.SetParameterValue("FromDate", reportVo.FromDate.ToString("dd/MM/yy"));
crmain.SetParameterValue("ToDate", reportVo.FromDate.ToString("dd/MM/yy"));
crmain.SetParameterValue("PreviousMonthDate", DateBo.GetPreviousMonthLastDate(reportVo.FromDate).ToString("dd/MM/yy"));
crmain.SetParameterValue("AsOnDate", reportVo.ToDate.ToString("dd/MM/yy"));
AssignReportViewerProperties();
reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension;
exportReportFullPath = savedLocation + @"/" + reportFileName;
crmain.ExportToDisk(CrystalDecisions.Shared.ExportFormatType.PortableDocFormat, exportReportFullPath);
reportStatus = "Exported_Successfully";
}
else
{
reportStatus = "No_Record_Found";
}
break;
}
case "TRANSACTION_REPORT":
{
finalReportPath = reportFilePath + @"\MFTransactions.rpt";
crmain.Load(finalReportPath);
DataTable dtTransactions = mfReports.GetTransactionReport(reportVo);
if (dtTransactions.Rows.Count > 0)
{
crmain.SetDataSource(dtTransactions);
setLogo(adviserLogoPath);
crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName);
//if (!String.IsNullOrEmpty(dtTransactions.Rows[0]["CustomerName"].ToString()))
// crmain.SetParameterValue("CustomerName", "Cust");
crmain.SetParameterValue("DateRange", "Period: " + reportVo.FromDate.ToString("dd/MM/yy") + " to " + reportVo.ToDate.ToString("dd/MM/yy"));
crmain.SetParameterValue("FromDate", reportVo.FromDate.ToString("dd/MM/yy"));
crmain.SetParameterValue("ToDate", reportVo.ToDate.ToString("dd/MM/yy"));
AssignReportViewerProperties();
reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension;
exportReportFullPath = savedLocation + @"/" + reportFileName;
crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath);
reportStatus = "Exported_Successfully";
}
else
{
reportStatus = "No_Record_Found";
}
break;
}
case "DIVIDEND_STATEMENT":
{
finalReportPath = reportFilePath + @"\MFDividend.rpt";
crmain.Load(finalReportPath);
DataTable dtDividend = mfReports.GetDivdendReport(reportVo);
if (dtDividend.Rows.Count > 0)
{
crmain.SetDataSource(dtDividend);
setLogo(adviserLogoPath);
crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName);
//if (!String.IsNullOrEmpty(dtDividend.Rows[0]["Name"].ToString()))
//crmain.SetParameterValue("CustomerName", "--");
crmain.SetParameterValue("DateRange", "Period: " + reportVo.FromDate.ToString("dd/MM/yy") + " to " + reportVo.ToDate.ToString("dd/MM/yy"));
crmain.SetParameterValue("FromDate", reportVo.FromDate.ToString("dd/MM/yy"));
crmain.SetParameterValue("ToDate", reportVo.ToDate.ToString("dd/MM/yy"));
AssignReportViewerProperties();
reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension;
exportReportFullPath = savedLocation + @"/" + reportFileName;
crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath);
reportStatus = "Exported_Successfully";
}
else
{
reportStatus = "No_Record_Found";
}
break;
}
case "RETURNS_PORTFOLIO":
{
finalReportPath = reportFilePath + @"\MFReturns.rpt";
crmain.Load(finalReportPath);
//DataTable dtDividendReturnHolding = mfReports.GetDivdendReport(reportVo);
CustomerPortfolioBo customerPortfolioBo = new CustomerPortfolioBo();
//DataTable dtReturnsPortfolio = mfReports.GetReturnSummaryReport(reportVo, advisorVo.advisorId);
//DataTable dtPortfolioXIRR = customerPortfolioBo.GetCustomerPortfolioLabelXIRR(reportVo.PortfolioIds);
//dtPortfolioXIRR = GetAbsolutereturnToXIRRDt(dtPortfolioXIRR, dtReturnsPortfolio);
DataSet dsReturnsPortfolioHoldings = mfReports.GetReturnSummaryReport(reportVo, advisorVo.advisorId);
DataTable dtReturnsPortfolio = dsReturnsPortfolioHoldings.Tables[0];
DataTable dtPortfolioXIRR = customerPortfolioBo.GetCustomerPortfolioLabelXIRR(reportVo.PortfolioIds);
dtReturnsPortfolio = dsReturnsPortfolioHoldings.Tables[1];
dtPortfolioXIRR = GetAbsolutereturnToXIRRDt(dtPortfolioXIRR, dtReturnsPortfolio);
if (dtReturnsPortfolio.Rows.Count > 0)
{
crmain.SetDataSource(dsReturnsPortfolioHoldings.Tables[0]);
setLogo(adviserLogoPath);
crmain.Subreports["PortfolioXIRR"].Database.Tables["PortfolioXIRR"].SetDataSource(dtPortfolioXIRR);
crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName);
//if (!String.IsNullOrEmpty(dtDividend.Rows[0]["Name"].ToString()))
//crmain.SetParameterValue("CustomerName", "--");
crmain.SetParameterValue("AsOnDate", reportVo.FromDate.ToString("dd/MM/yy"));
crmain.SetParameterValue("DateRange", "As on: " + reportVo.ToDate.ToString("dd/MM/yy"));
AssignReportViewerProperties();
reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension;
exportReportFullPath = savedLocation + @"/" + reportFileName;
crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath);
reportStatus = "Exported_Successfully";
}
else
{
reportStatus = "No_Record_Found";
}
break;
}
case "COMPREHENSIVE":
{
finalReportPath = reportFilePath + @"\ComprehensiveMFReport.rpt";
crmain.Load(finalReportPath);
CustomerPortfolioBo customerPortfolioBo = new CustomerPortfolioBo();
DataSet dsReturnsPortfolio = mfReports.GetPortfolioAnalyticsReport(reportVo, advisorVo.advisorId);
DataTable dtReturnsPortfolio = dsReturnsPortfolio.Tables[0];
DataTable dtPortfolioXIRRComp = customerPortfolioBo.GetCustomerPortfolioLabelXIRR(reportVo.PortfolioIds);
dtReturnsPortfolio = dsReturnsPortfolio.Tables[1];
DataTable dtPortfolioXIRR = GetAbsolutereturnToXIRRDt(dtPortfolioXIRRComp, dtReturnsPortfolio);
if (dsReturnsPortfolio.Tables[0].Rows.Count > 0)
{
crmain.SetDataSource(dsReturnsPortfolio.Tables[0]);
crmain.Subreports["Portfolio_XIRR"].Database.Tables["PortfolioXIRR"].SetDataSource(dtPortfolioXIRRComp);
//crmain.Subreports["MFSchemePerformance"].Database.Tables[0].SetDataSource(dsReturnsPortfolio.Tables[1]);
//crmain.Subreports["MFTopTenHoldings"].Database.Tables[0].SetDataSource(dsReturnsPortfolio.Tables[2]);
//crmain.Subreports["MFTopTenSectors"].Database.Tables[0].SetDataSource(dsReturnsPortfolio.Tables[5]);
setLogo(adviserLogoPath);
crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName);
crmain.SetParameterValue("AsOnDate", reportVo.FromDate.ToString("dd/MM/yy"));
crmain.SetParameterValue("DateRange", "As on: " + reportVo.ToDate.ToString("dd/MM/yy"));
AssignReportViewerProperties();
reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension;
exportReportFullPath = savedLocation + @"/" + reportFileName;
crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath);
reportStatus = "Exported_Successfully";
}
else
{
reportStatus = "No_Record_Found";
}
break;
}
case "DIVIDEND_SUMMARY":
{
finalReportPath = reportFilePath + @"\MFDividendSummary.rpt";
crmain.Load(finalReportPath);
DataTable dtDividendSummary = mfReports.GetDivdendReport(reportVo);
//customerVo = (CustomerVo)Session["CusVo"];
if (dtDividendSummary.Rows.Count > 0)
{
crmain.SetDataSource(dtDividendSummary);
setLogo(adviserLogoPath);
//if (!String.IsNullOrEmpty(dtDividend.Rows[0]["Name"].ToString()))
crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName);
crmain.SetParameterValue("DateRange", "Period: " + reportVo.FromDate.ToString("dd/MM/yy") + " to " + reportVo.ToDate.ToString("dd/MM/yy"));
crmain.SetParameterValue("FromDate", reportVo.FromDate.ToString("dd/MM/yy"));
crmain.SetParameterValue("ToDate", reportVo.ToDate.ToString("dd/MM/yy"));
AssignReportViewerProperties();
reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension;
exportReportFullPath = savedLocation + @"/" + reportFileName;
crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath);
reportStatus = "Exported_Successfully";
}
else
{
reportStatus = "No_Record_Found";
}
break;
}
//Added Three more cases for Display three new report : Author-Pramod
//case "RETURNS_PORTFOLIO_REALIZED":
// {
// finalReportPath = reportFilePath + @"\MFReturnsRealized.rpt";
// crmain.Load(finalReportPath);
// DataTable dtReturnsREPortfolio = mfReports.GetMFReturnRESummaryReport(reportVo, advisorVo.advisorId);
// if (dtReturnsREPortfolio.Rows.Count > 0)
// {
// crmain.SetDataSource(dtReturnsREPortfolio);
// setLogo(adviserLogoPath);
// crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName);
// crmain.SetParameterValue("DateRange", "As on: " + reportVo.ToDate.ToShortDateString());
// crmain.SetParameterValue("AsOnDate", reportVo.FromDate.ToShortDateString());
// AssignReportViewerProperties();
// reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension;
// exportReportFullPath = savedLocation + @"/" + reportFileName;
// crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath);
// }
// break;
// }
case "ELIGIBLE_CAPITAL_GAIN_DETAILS":
{
finalReportPath = reportFilePath + @"\EligibleCapitalGainsSummary.rpt";
crmain.Load(finalReportPath);
DataTable dtEligibleCapitalGainsDetails = mfReports.GetEligibleCapitalGainDetailsReport(reportVo);
if (dtEligibleCapitalGainsDetails.Rows.Count > 0)
{
crmain.SetDataSource(dtEligibleCapitalGainsDetails);
setLogo(adviserLogoPath);
crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName);
crmain.SetParameterValue("DateRange", "As on: " + reportVo.ToDate.ToString("dd/MM/yy"));
//crmain.SetParameterValue("AsOnDate", report.FromDate.ToShortDateString());
AssignReportViewerProperties();
reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension;
exportReportFullPath = savedLocation + @"/" + reportFileName;
crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath);
reportStatus = "Exported_Successfully";
}
else
{
reportStatus = "No_Record_Found";
}
break;
}
case "ELIGIBLE_CAPITAL_GAIN_SUMMARY":
{
finalReportPath = reportFilePath + @"\EligibleCapitalGainsSummary.rpt";
crmain.Load(finalReportPath);
DataTable dtEligibleCapitalGainsSummary = mfReports.GetEligibleCapitalGainDetailsReport(reportVo);
if (dtEligibleCapitalGainsSummary.Rows.Count > 0)
{
crmain.SetDataSource(dtEligibleCapitalGainsSummary);
setLogo(adviserLogoPath);
crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName);
//crmain.SetParameterValue("DateRange", "As on: " + report.ToDate.ToShortDateString());
crmain.SetParameterValue("DateRange", "As on: " + reportVo.ToDate.ToString("dd/MM/yy"));
AssignReportViewerProperties();
reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension;
exportReportFullPath = savedLocation + @"/" + reportFileName;
crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath);
reportStatus = "Exported_Successfully";
}
else
{
reportStatus = "No_Record_Found";
}
}
break;
case "TRANSACTION_REPORT_OPEN_CLOSE_BALANCE":
finalReportPath = reportFilePath + @"\MFOpenCloseTransactionReport.rpt";
crmain.Load(finalReportPath);
DataTable dtOpeningClosingTransactions = mfReports.GetOpeningClosingTransactionReport(reportVo);
if (dtOpeningClosingTransactions.Rows.Count > 0)
{
setLogo(adviserLogoPath);
//crmain.SetDataSource(dtOpeningClosingTransactions);
crmain.Database.Tables["MFOpenCloseTransactionReport"].SetDataSource((DataTable)dtOpeningClosingTransactions);
crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName);
crmain.SetParameterValue("DateRange", "Period: " + reportVo.FromDate.ToString("dd/MM/yy") + " to " + reportVo.ToDate.ToString("dd/MM/yy"));
crmain.SetParameterValue("FromDate", reportVo.FromDate.ToString("dd/MM/yy"));
crmain.SetParameterValue("ToDate", reportVo.ToDate.ToString("dd/MM/yy"));
AssignReportViewerProperties();
reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension;
exportReportFullPath = savedLocation + @"/" + reportFileName;
crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath);
reportStatus = "Exported_Successfully";
}
else
{
reportStatus = "No_Record_Found";
}
break;
case "REALIZED_REPORT":
finalReportPath = reportFilePath + @"\MFRealized.rpt";
crmain.Load(finalReportPath);
DataTable dtMFRealized = mfReports.GetMFRealizedReport(reportVo, advisorVo.advisorId);
if (dtMFRealized.Rows.Count > 0)
{
crmain.SetDataSource(dtMFRealized);
setLogo(adviserLogoPath);
crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName);
crmain.SetParameterValue("DateRange", "As on: " + reportVo.ToDate.ToString("dd/MM/yy"));
crmain.SetParameterValue("AsOnDate", reportVo.FromDate.ToString("dd/MM/yy"));
AssignReportViewerProperties();
reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension;
exportReportFullPath = savedLocation + @"/" + reportFileName;
crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath);
reportStatus = "Exported_Successfully";
}
else
{
reportStatus = "No_Record_Found";
}
break;
case "COMPOSITION_REPORT":
finalReportPath = reportFilePath + @"\SchemePerformance.rpt";
crmain.Load(finalReportPath);
DataSet dsCustomerPortfolioComposition = mfReports.GetPortfolioCompositionReport(reportVo, advisorVo.advisorId);
if (dsCustomerPortfolioComposition.Tables[0].Rows.Count > 0)
{
//crmain.SetDataSource(dsCustomerPortfolioComposition.Tables[0]);
crmain.Database.Tables["PortfolioComposition"].SetDataSource(dsCustomerPortfolioComposition.Tables[0]);
crmain.Subreports["MFTopTenHoldings"].Database.Tables["ToptenHoldings"].SetDataSource(dsCustomerPortfolioComposition.Tables[1]);
crmain.Subreports["MFTopTenSectors"].Database.Tables["TopTenSectors"].SetDataSource(dsCustomerPortfolioComposition.Tables[4]);
setLogo(adviserLogoPath);
crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName);
crmain.SetParameterValue("DateRange", "As on: " + reportVo.FromDate.ToString("dd/MM/yy"));
crmain.SetParameterValue("AsOnDate", reportVo.ToDate.ToString("dd/MM/yy"));
AssignReportViewerProperties();
reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension;
exportReportFullPath = savedLocation + @"/" + reportFileName;
crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath);
reportStatus = "Exported_Successfully";
}
else
{
reportStatus = "No_Record_Found";
}
break;
}
//Filling Emails
}
catch (Exception ex)
{
throw (ex);
}
if (!string.IsNullOrEmpty(reportFileName))
{
return(true);
}
else
{
return(false);
}
}
protected void Page_Load(object sender, EventArgs e)
{
cvDepositDate1.ValueToCompare = DateTime.Now.ToShortDateString();
txtLivingSince_CompareValidator.ValueToCompare = DateTime.Now.ToShortDateString();
cvJobStartDate.ValueToCompare = DateTime.Now.ToShortDateString();
txtMarriageDate_CompareValidator.ValueToCompare = DateTime.Now.ToShortDateString();
try
{
SessionBo.CheckSession();
path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
userVo = (UserVo)Session["userVo"];
customerVo = (CustomerVo)Session["CustomerVo"];
RMVo customerRMVo = new RMVo();
if (!IsPostBack)
{
lblPanDuplicate.Visible = false;
if (customerVo.SubType != "NRI")
{
txtRBIRefDate.Visible = false;
txtRBIRefNo.Visible = false;
lblRBIRefDate.Visible = false;
lblRBIRefNo.Visible = false;
}
if (customerVo.SubType == "MNR")
{
trGuardianName.Visible = true;
}
else
{
trGuardianName.Visible = false;
}
BindDropDowns();
//Bind Adviser Branch List
BindListBranch(customerVo.RmId, "rm");
if (customerVo.Type.ToUpper().ToString() == "IND")
{
rbtnIndividual.Checked = true;
}
else
{
rbtnNonIndividual.Checked = true;
}
ddlAdviserBranchList.SelectedValue = customerVo.BranchId.ToString();
customerRMVo = adviserStaffBo.GetAdvisorStaffDetails(customerVo.RmId);
if (customerRMVo.FirstName + " " + customerRMVo.MiddleName + " " + customerRMVo.LastName != null && (customerRMVo.FirstName + " " + customerRMVo.MiddleName + " " + customerRMVo.LastName).ToString() != "")
{
lblRM.Text = customerRMVo.FirstName + " " + customerRMVo.MiddleName + " " + customerRMVo.LastName;
}
else
{
lblRM.Text = "";
}
if (customerVo.MaritalStatus != null)
{
ddlMaritalStatus.SelectedValue = customerVo.MaritalStatus.ToString();
}
if (ddlMaritalStatus.SelectedValue == "MA")
{
txtMarriageDate.Enabled = true;
}
else
{
txtMarriageDate.Enabled = false;
}
if (customerVo.MarriageDate == DateTime.MinValue)
{
txtMarriageDate.Text = "";
}
else
{
txtMarriageDate.Text = customerVo.MarriageDate.ToShortDateString();
}
if (customerVo.Nationality != null)
{
ddlNationality.SelectedValue = customerVo.Nationality.ToString();
}
if (customerVo.Occupation != null)
{
ddlOccupation.SelectedValue = customerVo.Occupation.ToString();
}
if (customerVo.Qualification != null)
{
ddlQualification.SelectedValue = customerVo.Qualification.ToString();
}
if (customerVo.ProfilingDate == DateTime.MinValue)
{
txtProfilingDate.Text = "";
}
else
{
txtProfilingDate.Text = customerVo.ProfilingDate.ToShortDateString();
}
if (customerVo.Dob == DateTime.MinValue)
{
txtDob.Text = "";
}
else
{
txtDob.Text = customerVo.Dob.ToShortDateString();
}
if (!string.IsNullOrEmpty(customerVo.Salutation))
{
ddlSalutation.SelectedValue = customerVo.Salutation;
}
else
{
ddlSalutation.SelectedIndex = 0;
}
if (customerVo.DummyPAN == 1)
{
chkdummypan.Checked = true;
}
else
{
chkdummypan.Checked = false;
}
//if (customerVo.IsProspect == 1)
//{
// chkprospect.Checked = true;
//}
//else
//{
// chkprospect.Checked = false;
//}
if (customerVo.ViaSMS == 1)
{
chksms.Checked = true;
}
else
{
chksms.Checked = false;
}
if (customerVo.AlertViaEmail == 1)
{
chkmail.Checked = true;
}
else
{
chkmail.Checked = false;
}
txtGuardianFirstName.Text = customerVo.ContactFirstName;
txtGuardianLastName.Text = customerVo.ContactLastName;
txtGuardianMiddleName.Text = customerVo.ContactMiddleName;
txtFirstName.Text = customerVo.FirstName;
txtMiddleName.Text = customerVo.MiddleName;
txtLastName.Text = customerVo.LastName;
txtCustomerCode.Text = customerVo.CustCode;
txtPanNumber.Text = customerVo.PANNum;
txtCorrAdrLine1.Text = customerVo.Adr1Line1;
txtCorrAdrLine2.Text = customerVo.Adr1Line2;
txtCorrAdrLine3.Text = customerVo.Adr1Line3;
txtCorrAdrPinCode.Text = customerVo.Adr1PinCode.ToString();
txtCorrAdrCity.Text = customerVo.Adr1City;
ddlCorrAdrState.SelectedValue = customerVo.Adr1State;
txtCorrAdrCountry.Text = customerVo.Adr1Country;
txtPermAdrLine1.Text = customerVo.Adr2Line1;
txtPermAdrLine2.Text = customerVo.Adr2Line2;
txtPermAdrLine3.Text = customerVo.Adr2Line3;
txtPermAdrPinCode.Text = customerVo.Adr2PinCode.ToString();
txtPermAdrCity.Text = customerVo.Adr2City;
ddlPermAdrState.SelectedValue = customerVo.Adr2State;
txtPermAdrCountry.Text = customerVo.Adr2Country;
txtOfcCompanyName.Text = customerVo.CompanyName;
txtOfcAdrLine1.Text = customerVo.OfcAdrLine1;
txtOfcAdrLine2.Text = customerVo.OfcAdrLine2;
txtOfcAdrLine3.Text = customerVo.OfcAdrLine3;
txtOfcAdrPinCode.Text = customerVo.OfcAdrPinCode.ToString();
txtOfcAdrCity.Text = customerVo.OfcAdrCity;
ddlOfcAdrState.SelectedValue = customerVo.OfcAdrState;
txtOfcAdrCountry.Text = customerVo.OfcAdrCountry;
txtResPhoneNoIsd.Text = customerVo.ResISDCode.ToString();
txtResPhoneNoStd.Text = customerVo.ResSTDCode.ToString();
txtResPhoneNo.Text = customerVo.ResPhoneNum.ToString();
txtOfcPhoneNoIsd.Text = customerVo.OfcISDCode.ToString();
txtOfcPhoneNoStd.Text = customerVo.OfcSTDCode.ToString();
txtOfcPhoneNo.Text = customerVo.OfcPhoneNum.ToString();
txtOfcFaxIsd.Text = customerVo.OfcISDFax.ToString();
txtOfcFaxStd.Text = customerVo.OfcSTDFax.ToString();
txtOfcFax.Text = customerVo.OfcFax.ToString();
txtResFax.Text = customerVo.Fax.ToString();
txtResFaxIsd.Text = customerVo.ISDFax.ToString();
txtResFaxStd.Text = customerVo.STDFax.ToString();
txtMobile1.Text = customerVo.Mobile1.ToString();
txtMobile2.Text = customerVo.Mobile2.ToString();
txtEmail.Text = customerVo.Email;
txtAltEmail.Text = customerVo.AltEmail;
txtRBIRefNo.Text = customerVo.RBIRefNum;
if (customerVo.RBIApprovalDate == DateTime.MinValue)
{
txtRBIRefDate.Text = "";
}
else
{
txtRBIRefDate.Text = customerVo.RBIApprovalDate.ToShortDateString();
}
if (customerVo.ResidenceLivingDate == DateTime.MinValue)
{
txtLivingSince.Text = "";
}
else
{
txtLivingSince.Text = customerVo.ResidenceLivingDate.ToShortDateString();
}
if (customerVo.JobStartDate == DateTime.MinValue)
{
txtJobStartDate.Text = "";
}
else
{
txtJobStartDate.Text = customerVo.JobStartDate.ToShortDateString();
}
txtMotherMaidenName.Text = customerVo.MothersMaidenName;
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "EditCustomerIndividualProfile.ascx:btnSubmit_Click()");
object[] objects = new object[3];
objects[0] = customerVo;
objects[1] = path;
objects[2] = userVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
SessionBo.CheckSession();
path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
userVo = (UserVo)Session["userVo"];
customerVo = (CustomerVo)Session["CustomerVo"];
RMVo customerRMVo = new RMVo();
if (customerVo.SubType == "MNR")
{
trGuardianName.Visible = true;
}
else
{
trGuardianName.Visible = false;
}
if (userVo.UserType.Trim() == "Adviser" || userVo.UserType.Trim() == "RM" || userVo.UserType.Trim() == "Branch Man" || userVo.UserType.Trim() == "Advisor")
{
trDelete.Visible = true;
}
else
{
trDelete.Visible = false;
}
if (customerVo.ProfilingDate.Year == 1800 || customerVo.ProfilingDate == DateTime.MinValue)
{
lblProfilingDate.Text = "";
}
else
{
lblProfilingDate.Text = customerVo.ProfilingDate.ToShortDateString().ToString();
}
if (customerVo.Dob.Year == 1800 || customerVo.Dob == DateTime.MinValue)
{
lblDob.Text = "";
}
else
{
lblDob.Text = customerVo.Dob.ToShortDateString().ToString();
}
//hdnassociationcount.Value = customerBo.GetAssociationCount("C", customerVo.CustomerId).ToString();
lblGuardianName.Text = customerVo.ContactFirstName + " " + customerVo.ContactMiddleName + " " + customerVo.ContactLastName;
lblName.Text = customerVo.FirstName.ToString() + " " + customerVo.MiddleName.ToString() + " " + customerVo.LastName.ToString();
lblCustCode.Text = customerVo.CustCode.ToString();
lblPanNum.Text = customerVo.PANNum.ToString();
lblCorrLine1.Text = customerVo.Adr1Line1.ToString();
lblCorrLine2.Text = customerVo.Adr1Line2.ToString();
lblCorrLine3.Text = customerVo.Adr1Line3.ToString();
lblCorrPinCode.Text = customerVo.Adr1PinCode.ToString();
lblCorrCity.Text = customerVo.Adr1City.ToString();
if (customerVo.BranchName != null && customerVo.BranchName.ToString() != "")
{
lblBranch.Text = customerVo.BranchName.ToString();
}
else
{
lblBranch.Text = "";
}
customerRMVo = adviserStaffBo.GetAdvisorStaffDetails(customerVo.RmId);
if (customerRMVo.FirstName + " " + customerRMVo.MiddleName + " " + customerRMVo.LastName != null && (customerRMVo.FirstName + " " + customerRMVo.MiddleName + " " + customerRMVo.LastName).ToString() != "")
{
lblRM.Text = customerRMVo.FirstName + " " + customerRMVo.MiddleName + " " + customerRMVo.LastName;
}
else
{
lblRM.Text = "";
}
if (customerVo.JobStartDate.Year == 1800 || customerVo.JobStartDate == DateTime.MinValue)
{
lblJobStart.Text = "";
}
else
{
lblJobStart.Text = customerVo.JobStartDate.ToShortDateString().ToString();
}
if (customerVo.ResidenceLivingDate.Year == 1800 || customerVo.ResidenceLivingDate == DateTime.MinValue)
{
lblLiving.Text = "";
}
else
{
lblLiving.Text = customerVo.ResidenceLivingDate.ToShortDateString().ToString();
}
if (customerVo.Adr1State == "")
{
lblCorrState.Text = "";
}
else
{
lblCorrState.Text = XMLBo.GetStateName(path, customerVo.Adr1State.ToString());
}
lblMotherMaiden.Text = customerVo.MothersMaidenName.ToString();
lblCorrCountry.Text = customerVo.Adr1Country.ToString();
lblPermLine1.Text = customerVo.Adr2Line1.ToString();
lblPermLine2.Text = customerVo.Adr2Line2.ToString();
lblPermLine3.Text = customerVo.Adr2Line3.ToString();
lblPermPinCode.Text = customerVo.Adr2PinCode.ToString();
lblPermCity.Text = customerVo.Adr2City.ToString();
if (customerVo.Adr2State == "")
{
lblPermState.Text = "";
}
else
{
lblPermState.Text = XMLBo.GetStateName(path, customerVo.Adr2State.ToString());
}
lblPermCountry.Text = customerVo.Adr2Country.ToString();
lblCompanyName.Text = customerVo.CompanyName.ToString();
lblOfcLine1.Text = customerVo.OfcAdrLine1.ToString();
lblOfcLine2.Text = customerVo.OfcAdrLine2.ToString();
lblOfcLine3.Text = customerVo.OfcAdrLine3.ToString();
lblOfcPinCode.Text = customerVo.OfcAdrPinCode.ToString();
lblOfcCity.Text = customerVo.OfcAdrCity.ToString();
if (customerVo.OfcAdrState == "")
{
lblOfcState.Text = "";
}
else
{
lblOfcState.Text = XMLBo.GetStateName(path, customerVo.OfcAdrState.ToString());
}
lblOfcCountry.Text = customerVo.OfcAdrCountry.ToString();
lblResPhone.Text = customerVo.ResISDCode.ToString() + "-" + customerVo.ResSTDCode.ToString() + "-" + customerVo.ResPhoneNum.ToString();
lblOfcPhone.Text = customerVo.OfcISDCode.ToString() + "-" + customerVo.OfcSTDCode.ToString() + "-" + customerVo.OfcPhoneNum.ToString();
lblOfcFax.Text = customerVo.OfcISDFax.ToString() + "-" + customerVo.OfcSTDFax.ToString() + "-" + customerVo.OfcFax.ToString();
lblResFax.Text = customerVo.ISDFax.ToString() + "-" + customerVo.STDFax.ToString() + "-" + customerVo.Fax.ToString();
lblMobile1.Text = customerVo.Mobile1.ToString();
lblMobile2.Text = customerVo.Mobile2.ToString();
lblEmail.Text = customerVo.Email.ToString();
lblAltEmail.Text = customerVo.AltEmail.ToString();
if (customerVo.DummyPAN == 1)
{
chkdummypan.Checked = true;
}
else
{
chkdummypan.Checked = false;
}
if (customerVo.IsProspect == 1)
{
chkprospect.Checked = true;
}
else
{
chkprospect.Checked = false;
}
if (customerVo.ViaSMS == 1)
{
chksms.Checked = true;
}
else
{
chksms.Checked = false;
}
if (customerVo.AlertViaEmail == 1)
{
chkmail.Checked = true;
}
else
{
chkmail.Checked = false;
}
if (customerVo.Occupation != null)
{
lblOccupation.Text = XMLBo.GetOccupationName(path, customerVo.Occupation.ToString());
}
else
{
lblOccupation.Text = "";
}
if (customerVo.MaritalStatus != null)
{
lblMaritalStatus.Text = XMLBo.GetMaritalStatusName(path, customerVo.MaritalStatus.ToString());
}
else
{
lblMaritalStatus.Text = "";
}
if (customerVo.MarriageDate.Year == 1800 || customerVo.MarriageDate == DateTime.MinValue)
{
lblMarriageDate.Text = "";
}
else
{
lblMarriageDate.Text = customerVo.MarriageDate.ToShortDateString();
}
if (customerVo.Qualification != null)
{
lblQualification.Text = XMLBo.GetQualificationName(path, customerVo.Qualification.ToString());
}
else
{
lblQualification.Text = "";
}
if (customerVo.Nationality != null)
{
lblNationality.Text = XMLBo.GetNationalityName(path, customerVo.Nationality.ToString());
}
else
{
lblNationality.Text = "";
}
lblRBIRefNo.Text = customerVo.RBIRefNum.ToString();
if (customerVo.RBIApprovalDate.Year == 1800 || customerVo.RBIApprovalDate == DateTime.MinValue)
{
lblRBIRefDate.Text = "";
}
else
{
lblRBIRefDate.Text = customerVo.RBIApprovalDate.ToShortDateString().ToString();
}
if (customerVo.Nationality != null)
{
lblNationality.Text = XMLBo.GetNationalityName(path, customerVo.Nationality.ToString());
}
else
{
lblNationality.Text = "";
}
lblType.Text = XMLBo.GetCustomerTypeName(path, customerVo.Type);
lblSubType.Text = XMLBo.GetCustomerSubTypeName(path, customerVo.SubType);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "ViewCustomerIndividualProfile.ascx:Page_Load()");
object[] objects = new object[3];
objects[0] = customerVo;
objects[1] = path;
objects[2] = userVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
public static void SendMail(string To, string Cc, string Bcc, string Subject, string Body, ArrayList Attachments, string from, string emailTypeCode, DataTable dtAdviserSMTP, out string fromSMTPEmail, DataSet dsEmailTemplateDetails, out string statusMessage)
{
statusMessage = "";
fromSMTPEmail = "";
string templateId = string.Empty;
string reportType = string.Empty;
AdvisorPreferenceVo advisorPreferenceVo = null;
AdvisorVo advisorVo = null;
CustomerVo customerVo = null;
RMVo rmVo = null;
AdvisorBo advisorBo = new AdvisorBo();
CustomerBo customerBo = new CustomerBo();
AdvisorStaffBo advisorStaffBo = new AdvisorStaffBo();
AdviserPreferenceBo adviserPreferenceBo = new AdviserPreferenceBo();
DataTable dtEmailOutgoingParameterValues = dsEmailTemplateDetails.Tables[0];
DataTable dtEmailTemplateParameters = dsEmailTemplateDetails.Tables[1];
DataTable dtAdviserEmailTemplate = dsEmailTemplateDetails.Tables[2];
DataTable dtAdviserTemplateParametersPre = dsEmailTemplateDetails.Tables[3];
_SMTPFrom = from;
SetAdviserSMTP(dtAdviserSMTP, _SMTPFrom);
SmtpClient smtpClient = new SmtpClient();
EmailMessage email = new EmailMessage();
//MailMessage email = new MailMessage(_SMTPFromDisplay, To);
_SMTPUsername = GetSMTPUserFromPool();
fromSMTPEmail = _SMTPUsername;
email.To.Add(To);
//string name = userVo.FirstName + " " + userVo.MiddleName + " " + userVo.LastName;
email.ReadSendMailTemplate(emailTypeCode);
foreach (DataRow dr in dtEmailOutgoingParameterValues.Rows)
{
switch (dr["WP_ParameterCode"].ToString())
{
case "AID":
advisorVo = advisorBo.GetAdvisor(Convert.ToInt32(dr["WRD_InputParameterValue"].ToString()));
advisorPreferenceVo = adviserPreferenceBo.GetAdviserPreference(advisorVo.advisorId);
break;
case "CID":
customerVo = customerBo.GetCustomer(Convert.ToInt32(dr["WRD_InputParameterValue"].ToString()));
rmVo = advisorStaffBo.GetAdvisorStaffDetails(customerVo.RmId);
break;
case "RT":
reportType = Convert.ToString(dr["WRD_InputParameterValue"]);
break;
}
}
foreach (DataRow dr in dtAdviserEmailTemplate.Rows)
{
if (dr["WERPTTM_TypeCode"].ToString() == emailTypeCode)
{
email.Body = email.Body.Replace("[EMAIL_BODY]", dr["AHTMLT_TemplateBody"].ToString());
templateId = dr["AHTMLT_Id"].ToString();
break;
}
}
foreach (DataRow dr in dtEmailTemplateParameters.Rows)
{
string templateCode = dr["WERPTPM_TemplateParameterCode"].ToString();
switch (templateCode)
{
case "[ADVISER_NAME]":
email.Body = email.Body.Replace(templateCode, advisorVo.FirstName + " " + advisorVo.MiddleName + " " + advisorVo.LastName);
break;
case "[ADVISER_PHONE]":
email.Body = email.Body.Replace(templateCode, advisorVo.Phone1Std + "-" + advisorVo.Phone1Number);
break;
case "[ADVISER_MOBILE]":
email.Body = email.Body.Replace(templateCode, advisorVo.MobileNumber.ToString());
break;
case "[ADVISER_EMAIL]":
email.Body = email.Body.Replace(templateCode, advisorVo.Email.ToString());
break;
case "[A_WEB_SITE]":
email.Body = email.Body.Replace(templateCode, advisorPreferenceVo.WebSiteDomainName.ToString());
break;
case "[RM_NAME]":
email.Body = email.Body.Replace(templateCode, rmVo.FirstName + " " + rmVo.MiddleName + " " + rmVo.LastName);
break;
case "[RM_MOBILE]":
email.Body = email.Body.Replace(templateCode, rmVo.Mobile.ToString());
break;
case "[RM_EMAIL]":
email.Body = email.Body.Replace(templateCode, rmVo.Email.ToString());
break;
case "[CUSTOMER_FIRST_NAME]":
email.Body = email.Body.Replace(templateCode, customerVo.FirstName);
break;
case "[CUSTOMER_MIDDLE_NAME]":
email.Body = email.Body.Replace(templateCode, customerVo.MiddleName);
break;
case "[CUSTOMER_LAST_NAME]":
email.Body = email.Body.Replace(templateCode, customerVo.LastName);
break;
case "[START_LINE]":
email.Body = email.Body.Replace(templateCode, "<font face=" + "\"" + "[TEXT_FONT_NAME]" + "\"" + " size=" + "\"" + "[TEXT_FONT_SIZE]" + "\"" + " color=" + "\"" + "[TEXT_COLOR]" + "\"" + ">");
break;
case "[END_LINE]":
email.Body = email.Body.Replace(templateCode, "</font>");
break;
case "[LINE_BREAK]":
email.Body = email.Body.Replace(templateCode, "<br />");
break;
case "[ONE_EMPTY_SPACE]":
email.Body = email.Body.Replace(templateCode, " ");
break;
case "[HYPERLINK_START]":
email.Body = email.Body.Replace(templateCode, "<a href=" + "\"" + "[A_WEB_SITE]" + "\"" + "target=" + "\"" + "_blank" + "\"" + ">");
break;
case "[HYPERLINK_END]":
email.Body = email.Body.Replace(templateCode, "</a>");
break;
case "[FONT_BOLD_START]":
email.Body = email.Body.Replace(templateCode, "<b>");
break;
case "[FONT_BOLD_END]":
email.Body = email.Body.Replace(templateCode, "</b>");
break;
case "[TEXT_FONT_NAME]":
email.Body = email.Body.Replace(templateCode, GetTemplateParamerValue(dtAdviserTemplateParametersPre, templateId, dr["WERPTPM_ParameterCode"].ToString()));
break;
case "[TEXT_FONT_SIZE]":
email.Body = email.Body.Replace(templateCode, GetTemplateParamerValue(dtAdviserTemplateParametersPre, templateId, dr["WERPTPM_ParameterCode"].ToString()));
break;
case "[TEXT_COLOR]":
email.Body = email.Body.Replace(templateCode, GetTemplateParamerValue(dtAdviserTemplateParametersPre, templateId, dr["WERPTPM_ParameterCode"].ToString()));
break;
case "[REPORT_TYPE]":
//string reportType = GetTemplateParamerValue(dtAdviserTemplateParametersPre, reportTypeCode, dr["WERPTPM_ParameterCode"].ToString());
email.Body = email.Body.Replace(templateCode, reportType);
email.Subject = email.Subject.Replace(templateCode, reportType);
break;
}
//email.Subject = email.Subject.Replace("MoneyTouch", advisorVo.OrganizationName);
//email.Body = email.Body.Replace("[ORGANIZATION]", advisorVo.OrganizationName);
//email.Body = email.Body.Replace("[CUSTOMER_NAME]", userVo.FirstName);
//if (ConfigurationSettings.AppSettings["HostName"].ToString() == "Wealtherp")
//{
// email.Body = email.Body.Replace("[WEBSITE]", advisorPreferenceVo.WebSiteDomainName);
//}
//else if (ConfigurationSettings.AppSettings["HostName"].ToString() == "Citrus")
//{
// email.Body = email.Body.Replace("[WEBSITE]", advisorPreferenceVo.WebSiteDomainName);
//}
//email.Body = email.Body.Replace("[CONTACTPERSON]", advisorVo.ContactPersonFirstName + " " + advisorVo.ContactPersonMiddleName + " " + advisorVo.ContactPersonLastName);
//if (!string.IsNullOrEmpty(advisorVo.Designation))
// email.Body = email.Body.Replace("[DESIGNATION]", advisorVo.Designation);
//else
// email.Body = email.Body.Replace("[DESIGNATION]", string.Empty);
//if (!string.IsNullOrEmpty(advisorVo.Phone1Number.ToString()))
// email.Body = email.Body.Replace("[PHONE]", advisorVo.Phone1Std.ToString() + "-" + advisorVo.Phone1Number.ToString());
//else
// email.Body = email.Body.Replace("[PHONE]", string.Empty);
//if (!string.IsNullOrEmpty(advisorVo.Email))
// email.Body = email.Body.Replace("[EMAIL]", advisorVo.Email);
//else
// email.Body = email.Body.Replace("[EMAIL]", string.Empty);
//if (_SMTPDefaultCredentials == true)
//{
// NetworkCredential basicCredential = new NetworkCredential(_SMTPUsername, _SMTPPassword);
// smtpClient.UseDefaultCredentials = false;
// smtpClient.Credentials = basicCredential;
//}
//else
//{
// smtpClient.UseDefaultCredentials = true;
//}
//smtpClient.Host = _SMTPServer;
//if (_SMTPPort > 0)
// smtpClient.Port = _SMTPPort;
////Hardcoding SSL settings for gmail SMTP
//if (_SMTPServer.Contains("smtp.gmail.com") || _SMTPServer.Contains("smtp.live.com"))
//{
// smtpClient.EnableSsl = true;
//}
//if (Cc != null && Cc.Trim().Length > 0)
// mail.CC.Add(Cc);
//if (Bcc != null && Bcc.Trim().Length > 0)
// mail.Bcc.Add(Bcc);
//if (!string.IsNullOrEmpty(_SMTPFromDisplay.Trim()))
//{
// if (_SMTPDefaultCredentials == true)
// {
// MailAddress md1 = new MailAddress(_SMTPUsername, _SMTPFromDisplay);
// mail.From = md1;
// }
// if (!string.IsNullOrEmpty(from.Trim()))
// {
// MailAddress md3 = new MailAddress(_SMTPFrom, _SMTPFromDisplay);
// mail.ReplyTo = md3;
// }
//}
//mail.Subject = Subject;
//mail.IsBodyHtml = true;
//mail.Body = Body;
//if (mail.AlternateViews.Count != 0)
//{
// foreach (AlternateView altrView in mail.AlternateViews)
// {
// mail.AlternateViews.Add(altrView);
// }
//}
//smtpClient.Send(mail);
}
foreach (object obj in Attachments)
{
Attachment attachment = attachment = new Attachment(obj.ToString());
email.Attachments.Add(attachment);
}
//SendMail(To, Cc, Bcc, email.Subject.ToString(), email.Body.ToString(), Attachments, from, dtAdviserSMTP,out fromSMTPEmail);
email.Body = email.Body.Replace("[A_WEB_SITE]", advisorPreferenceVo.WebSiteDomainName.ToString());
email.Body = email.Body.Replace("[A_LOGO]", "<img src='cid:HDIImage' alt='Logo'>");
string logoPath = string.Empty;
System.Net.Mail.AlternateView htmlView;
System.Net.Mail.AlternateView plainTextView = System.Net.Mail.AlternateView.CreateAlternateViewFromString("Text view", null, "text/plain");
//System.Net.Mail.AlternateView htmlView = System.Net.Mail.AlternateView.CreateAlternateViewFromString(hidBody.Value.Trim() + "<image src=cid:HDIImage>", null, "text/html");
htmlView = System.Net.Mail.AlternateView.CreateAlternateViewFromString(email.Body, null, "text/html");
//Add image to HTML version
if (advisorVo != null)
{
logoPath = _AdviserLogoDirectory + "\\" + advisorVo.LogoPath;
}
if (!File.Exists(logoPath))
{
logoPath = _AdviserLogoDirectory + "\\spacer.png";
}
//System.Net.Mail.LinkedResource imageResource = new System.Net.Mail.LinkedResource(Server.MapPath("~/Images/") + @"\3DSYRW_4009.JPG", "image/jpeg");
System.Net.Mail.LinkedResource imageResource = new System.Net.Mail.LinkedResource(logoPath, "image/jpeg");
imageResource.ContentId = "HDIImage";
htmlView.LinkedResources.Add(imageResource);
//Add two views to message.
email.AlternateViews.Add(plainTextView);
email.AlternateViews.Add(htmlView);
//SendMail(To, Cc, Bcc, email.Subject.ToString(), email.Body.ToString(), Attachments, from, dtAdviserSMTP, out fromSMTPEmail);
SendMail(email, out statusMessage);
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
SessionBo.CheckSession();
path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
userVo = (UserVo)Session["userVo"];
customerVo = (CustomerVo)Session["CustomerVo"];
dtCity = commonLookupBo.GetWERPLookupMasterValueList(8000, 0);
ddlCorrAdrCity.DataSource = dtCity;
ddlCorrAdrCity.DataTextField = "WCMV_Name";
ddlCorrAdrCity.DataValueField = "WCMV_LookupId";
ddlCorrAdrCity.DataBind();
ddlCorrAdrCity.Items.Insert(0, new ListItem("--SELECT--", "0"));
ddlPermAdrCity.DataSource = dtCity;
ddlPermAdrCity.DataTextField = "WCMV_Name";
ddlPermAdrCity.DataValueField = "WCMV_LookupId";
ddlPermAdrCity.DataBind();
ddlPermAdrCity.Items.Insert(0, new ListItem("--SELECT--", "0"));
dtState = commonLookupBo.GetWERPLookupMasterValueList(14000, 0);
ddlCorrAdrState.DataSource = dtState;
ddlCorrAdrState.DataTextField = "WCMV_Name";
ddlCorrAdrState.DataValueField = "WCMV_LookupId";
ddlCorrAdrState.DataBind();
ddlCorrAdrState.Items.Insert(0, new ListItem("--SELECT--", "0"));
ddlPermAdrState.DataSource = dtState;
ddlPermAdrState.DataTextField = "WCMV_Name";
ddlPermAdrState.DataValueField = "WCMV_LookupId";
ddlPermAdrState.DataBind();
ddlPermAdrState.Items.Insert(0, new ListItem("--SELECT--", "0"));
dtOccupation = commonLookupBo.GetWERPLookupMasterValueList(3000, 0);;
ddlOccupation.DataSource = dtOccupation;
ddlOccupation.DataTextField = "WCMV_Name";
ddlOccupation.DataValueField = "WCMV_LookupId";
ddlOccupation.DataBind();
ddlOccupation.Items.Insert(0, new ListItem("--SELECT--", "0"));
if (userVo.UserType.Trim() == "Adviser" || userVo.UserType.Trim() == "RM" || userVo.UserType.Trim() == "Branch Man" || userVo.UserType.Trim() == "Advisor")
{
trDelete.Visible = true;
}
else
{
trDelete.Visible = false;
}
if (customerVo.ProfilingDate == DateTime.MinValue)
{
lblProfilingDate.Text = "";
}
else
{
lblProfilingDate.Text = customerVo.ProfilingDate.ToShortDateString();
}
lblType.Text = XMLBo.GetCustomerTypeName(path, customerVo.Type);
lblSubType.Text = XMLBo.GetCustomerSubTypeName(path, customerVo.SubType);
lblName.Text = customerVo.ContactFirstName + " " + customerVo.ContactMiddleName + " " + customerVo.ContactLastName;
lblCustomerCode.Text = customerVo.CustCode.ToString();
if (customerVo.PANNum != null)
{
lblPanNum.Text = customerVo.PANNum.ToString();
}
else
{
lblPanNum.Text = null;
}
if (customerVo.CompanyName != null)
{
lblCompanyName.Text = customerVo.CompanyName;
}
else
{
lblCompanyName.Text = null;
}
if (customerVo.BranchName != null)
{
lblBranch.Text = customerVo.BranchName.ToString();
}
else
{
lblBranch.Text = null;
}
if (customerVo.RegistrationDate == DateTime.MinValue)
{
lblRegistrationDate.Text = null;
}
else
{
lblRegistrationDate.Text = customerVo.RegistrationDate.ToShortDateString();
}
if (customerVo.CommencementDate == DateTime.MinValue)
{
lblCommencementDate.Text = null;
}
else
{
lblCommencementDate.Text = customerVo.CommencementDate.ToShortDateString();
}
if (customerVo.RegistrationNum != null)
{
lblRegistrationNum.Text = customerVo.RegistrationNum.ToString();
}
else
{
lblRegistrationNum.Text = null;
}
if (customerVo.RegistrationPlace != null)
{
lblRegistrationPlace.Text = customerVo.RegistrationPlace.ToString();
}
else
{
lblRegistrationPlace.Text = null;
}
if (customerVo.CompanyWebsite != null)
{
lblCompanyWebsite.Text = customerVo.CompanyWebsite.ToString();
}
else
{
lblCompanyWebsite.Text = null;
}
if (customerVo.DummyPAN == 1)
{
chkdummypan.Checked = true;
}
else
{
chkdummypan.Checked = false;
}
//if (customerVo.IsProspect == 1)
//{
// chkprospectn.Checked = true;
//}
//else
//{
// chkprospectn.Checked = false;
//}
if (customerVo.ViaSMS == 1)
{
chksmsn.Checked = true;
}
else
{
chksmsn.Checked = false;
}
if (customerVo.AlertViaEmail == 1)
{
chkmailn.Checked = true;
}
else
{
chkmailn.Checked = false;
}
lblCustomerCode.Text = customerVo.CustCode.ToString();
customerRMVo = adviserStaffBo.GetAdvisorStaffDetails(customerVo.RmId);
if (customerRMVo.FirstName + " " + customerRMVo.MiddleName + " " + customerRMVo.LastName != null && (customerRMVo.FirstName + " " + customerRMVo.MiddleName + " " + customerRMVo.LastName).ToString() != "")
{
lblRM.Text = customerRMVo.FirstName + " " + customerRMVo.MiddleName + " " + customerRMVo.LastName;
}
else
{
lblRM.Text = "";
}
if (customerVo.PANNum != null)
{
lblPanNum.Text = customerVo.PANNum.ToString();
}
else
{
lblPanNum.Text = null;
}
if (customerVo.Adr1Line1 != null)
{
lblCorrLine1.Text = customerVo.Adr1Line1.ToString();
}
else
{
lblCorrLine1.Text = null;
}
if (customerVo.Adr1Line2 != null)
{
lblCorrLine2.Text = customerVo.Adr1Line2.ToString();
}
else
{
lblCorrLine2.Text = null;
}
if (customerVo.Adr1Line3 != null)
{
lblCorrLine3.Text = customerVo.Adr1Line3.ToString();
}
else
{
lblCorrLine3.Text = null;
}
if (customerVo.Adr1PinCode != null)
{
lblCorrPinCode.Text = customerVo.Adr1PinCode.ToString();
}
else
{
lblCorrPinCode.Text = null;
}
//if (customerVo.Adr1City != null)
//{
// lblCorrCity.Text = customerVo.customerCity.ToString();
//}
//else
//{
// lblCorrCity.Text = null;
//}
//if (customerVo.Adr1State != "")
//{
// lblCorrState.Text = customerVo.Adr1State.ToString();
//}
//else
//{
// lblCorrState.Text = null;
//}
if (customerVo.Adr1Country != "")
{
lblCorrCountry.Text = customerVo.Adr1Country.ToString();
}
else
{
lblCorrCountry.Text = null;
}
if (customerVo.Adr2Line1 != null)
{
lblPermLine1.Text = customerVo.Adr2Line1.ToString();
}
else
{
lblPermLine1.Text = null;
}
if (customerVo.Adr2Line2 != null)
{
lblPermLine2.Text = customerVo.Adr2Line2.ToString();
}
else
{
lblPermLine2.Text = null;
}
if (customerVo.Adr2Line3 != null)
{
lblPermLine3.Text = customerVo.Adr2Line3.ToString();
}
else
{
lblPermLine3.Text = null;
}
if (customerVo.Adr2PinCode != null)
{
lblPermPinCode.Text = customerVo.Adr2PinCode.ToString();
}
else
{
lblPermPinCode.Text = null;
}
if (customerVo.Adr1City != null)
{
ddlCorrAdrCity.SelectedValue = customerVo.customerCity.ToString();
}
else
{
ddlCorrAdrCity.SelectedValue = "--Select---";
}
if (customerVo.Adr1State != "")
{
ddlCorrAdrState.SelectedValue = customerVo.Adr1State;
}
ddlPermAdrCity.SelectedValue = customerVo.PermanentCityId.ToString();
ddlPermAdrState.SelectedValue = customerVo.Adr2State.ToString();
if (customerVo.Adr2Country != null)
{
lblPermCountry.Text = customerVo.Adr2Country.ToString();
}
else
{
lblPermCountry.Text = null;
}
lblResPhone.Text = customerVo.ResISDCode.ToString() + "-" + customerVo.ResSTDCode.ToString() + "-" + customerVo.ResPhoneNum.ToString();
lblOfcPhone.Text = customerVo.OfcISDCode.ToString() + "-" + customerVo.OfcSTDCode.ToString() + "-" + customerVo.OfcPhoneNum.ToString();
lblResFax.Text = customerVo.Fax.ToString() + "-" + customerVo.ISDFax.ToString() + "-" + customerVo.STDFax.ToString();
if (customerVo.Email != null)
{
lblEmail.Text = customerVo.Email.ToString();
}
else
{
lblEmail.Text = null;
}
if (customerVo.AltEmail != null)
{
lblAltEmail.Text = customerVo.AltEmail.ToString();
}
else
{
lblAltEmail.Text = null;
}
lblType.Text = XMLBo.GetCustomerTypeName(path, customerVo.Type);
lblSubType.Text = XMLBo.GetCustomerSubTypeName(path, customerVo.SubType);
if (customerVo.OccupationId != 0)
{
ddlOccupation.SelectedValue = customerVo.OccupationId.ToString();
}
else
{
ddlOccupation.SelectedValue = null;
}
if (customerVo.AnnualIncome != null)
{
lblAnnualIncome.Text = customerVo.AnnualIncome.ToString();
}
else
{
lblAnnualIncome.Text = null;
}
if (customerVo.Nationality != null)
{
lblNationality.Text = customerVo.Nationality.ToString();
}
else
{
lblNationality.Text = null;
}
if (customerVo.MinNo1 != null)
{
lblMinNo1.Text = customerVo.MinNo1.ToString();
}
else
{
lblMinNo1.Text = null;
}
if (customerVo.MinNo2 != null)
{
lblMinNo2.Text = customerVo.MinNo2.ToString();
}
else
{
lblMinNo2.Text = null;
}
if (customerVo.MinNo3 != null)
{
lblMinNo3.Text = customerVo.MinNo3.ToString();
}
{
lblMinNo3.Text = null;
}
if (customerVo.ESCNo != null)
{
lblESCNo.Text = customerVo.ESCNo.ToString();
}
else
{
lblESCNo.Text = null;
}
if (customerVo.UINNo != null)
{
lblUINNo.Text = customerVo.UINNo.ToString();
}
else
{
lblUINNo.Text = null;
}
if (customerVo.POA != null)
{
lblPOA.Text = customerVo.POA.ToString();
}
else
{
lblPOA.Text = null;
}
if (customerVo.GuardianName != null)
{
lblGuardianName.Text = customerVo.GuardianName.ToString();
}
else
{
lblGuardianName.Text = null;
}
if (customerVo.GuardianRelation != null)
{
lblGuardianRelation.Text = customerVo.GuardianRelation.ToString();
}
else
{
lblGuardianRelation.Text = null;
}
if (customerVo.ContactGuardianPANNum != null)
{
lblGuardianPANNum.Text = customerVo.ContactGuardianPANNum.ToString();
}
else
{
lblGuardianPANNum.Text = null;
}
if (customerVo.GuardianMinNo != null)
{
lblGuardianMinNo.Text = customerVo.GuardianMinNo.ToString();
}
else
{
lblGuardianMinNo.Text = null;
}
if (customerVo.GuardianDob == DateTime.MinValue)
{
lblGuardianDateOfBirth.Text = null;
}
else
{
lblGuardianDateOfBirth.Text = customerVo.GuardianDob.ToShortDateString();
}
if (customerVo.OtherBankName != null)
{
lblOtherBankName.Text = customerVo.OtherBankName.ToString();
}
else
{
lblOtherBankName.Text = null;
}
if (customerVo.TaxStatus != null)
{
lblTaxStatus.Text = customerVo.TaxStatus.ToString();
}
else
{
lblTaxStatus.Text = null;
}
if (customerVo.Category != null)
{
lblCategory.Text = customerVo.Category.ToString();
}
else
{
lblCategory.Text = null;
}
if (customerVo.Adr1City != null)
{
lblOtherCity.Text = customerVo.Adr1City.ToString();
}
else
{
lblOtherCity.Text = null;
}
if (customerVo.Adr1State != null)
{
lblOtherState.Text = customerVo.Adr1State.ToString();
}
else
{
lblOtherState.Text = null;
}
if (customerVo.OtherCountry != null)
{
lblOtherCountry.Text = customerVo.OtherCountry.ToString();
}
else
{
lblOtherCountry.Text = null;
}
if (customerVo.Mobile1 != null)
{
lblMobile1.Text = customerVo.Mobile1.ToString();
}
else
{
lblMobile1.Text = null;
}
if (customerVo.Mobile2 != null)
{
lblMobile2.Text = customerVo.Mobile2.ToString();
}
else
{
lblMobile2.Text = null;
}
if (customerVo.SubBroker != null)
{
lblSubbroker.Text = customerVo.SubBroker.ToString();
}
else
{
lblSubbroker.Text = null;
}
if (customerVo.Dob != DateTime.MinValue)
{
lblDOB.Text = customerVo.Dob.ToString();
}
else
{
lblDOB.Text = null;
}
if (customerVo.MothersMaidenName != null)
{
lblmothersname.Text = customerVo.MothersMaidenName.ToString();
}
else
{
lblmothersname.Text = null;
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "ViewNonIndividualProfile.ascx:Page_Load()");
object[] objects = new object[2];
objects[0] = customerVo;
objects[2] = userVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}