public bool UpdateVariantAssetPortfolio(ModelPortfolioVo modelPortfolioVo, int adviserId, int userId)
{
bool bResult = false;
ModelPortfolioDao modelPortfolioDao = new ModelPortfolioDao();
try
{
bResult = modelPortfolioDao.UpdateVariantAssetPortfolio(modelPortfolioVo, adviserId, userId);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "ModelPortfolioBo.cs:UpdateVariantAssetPortfolio()");
object[] objects = new object[2];
objects[0] = modelPortfolioVo;
objects[1] = adviserId;
objects[2] = userId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(bResult);
}
public void EditModelPortfolioRecords(ModelPortfolioVo modelPortfolioVo, int AMPTBValueId)
{
ModelPortfolioDao modelPortfolioDao = new ModelPortfolioDao();
try
{
modelPortfolioDao.EditModelPortfolioRecords(modelPortfolioVo, AMPTBValueId);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "ModelPortfolioBo.cs:EditModelPortfolioRecords()");
object[] objects = new object[1];
objects[0] = modelPortfolioVo;
objects[1] = AMPTBValueId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
public DataTable SchemeAssetChartOnSubCategory(ModelPortfolioVo modelPortfolioVo, int adviserId)
{
DataTable dtSchemeAssetChart = new DataTable();
ModelPortfolioDao modelPortfolioDao = new ModelPortfolioDao();
try
{
dtSchemeAssetChart = modelPortfolioDao.SchemeAssetChartOnSubCategory(modelPortfolioVo, adviserId);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "ModelPortfolioBo.cs:SchemeAssetChartOnSubCategory()");
object[] objects = new object[1];
objects[0] = modelPortfolioVo;
objects[1] = adviserId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(dtSchemeAssetChart);
}
public DataTable SchemeAssetChartOnSubCategory(ModelPortfolioVo modelPortfolioVo, int adviserId)
{
DataTable dtSchemeAsset = new DataTable();
DataSet dsSchemeAsset;
Database db;
DbCommand SchemeAssetCmd;
try
{
db = DatabaseFactory.CreateDatabase("wealtherp");
SchemeAssetCmd = db.GetStoredProcCommand("SP_AttachedSchemeAssetOnSubCategory");
db.AddInParameter(SchemeAssetCmd, "@adviserId", DbType.Int32, adviserId);
db.AddInParameter(SchemeAssetCmd, "@modelPortfolioCode", DbType.Int32, modelPortfolioVo.ModelPortfolioCode);
dsSchemeAsset = db.ExecuteDataSet(SchemeAssetCmd);
dtSchemeAsset = dsSchemeAsset.Tables[0];
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "ModelPortfolioDao.cs:SchemeAssetChartOnSubCategory()");
object[] objects = new object[1];
objects[0] = adviserId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(dtSchemeAsset);
}
//********************************************** Code for Asset Allocation Starts***********************************************************
public bool CreateVariantAssetPortfolio(ModelPortfolioVo modelPortfolioVo, int adviserId, int userId)
{
bool bResult = false;
Database db;
DbCommand AttachedVariantCmd;
try
{
db = DatabaseFactory.CreateDatabase("wealtherp");
AttachedVariantCmd = db.GetStoredProcCommand("SP_InsertVariantAssetToModelPortfolio");
db.AddInParameter(AttachedVariantCmd, "@adviserId", DbType.Int32, adviserId);
db.AddInParameter(AttachedVariantCmd, "@modelPortfolioCode", DbType.Int32, modelPortfolioVo.ModelPortfolioCode);
db.AddInParameter(AttachedVariantCmd, "@PortfolioName", DbType.String, modelPortfolioVo.PortfolioName);
db.AddInParameter(AttachedVariantCmd, "@MinAge", DbType.Int32, modelPortfolioVo.MinAge);
db.AddInParameter(AttachedVariantCmd, "@MaxAge", DbType.Int32, modelPortfolioVo.MaxAge);
db.AddInParameter(AttachedVariantCmd, "@MinTimeHorizon", DbType.Int32, modelPortfolioVo.MinTimeHorizon);
db.AddInParameter(AttachedVariantCmd, "@MaxTimeHorizon", DbType.Int32, modelPortfolioVo.MaxTimeHorizon);
db.AddInParameter(AttachedVariantCmd, "@MinAUM", DbType.Double, modelPortfolioVo.MinAUM);
db.AddInParameter(AttachedVariantCmd, "@MaxAUM", DbType.Double, modelPortfolioVo.MaxAUM);
db.AddInParameter(AttachedVariantCmd, "@VariantDescription", DbType.String, modelPortfolioVo.VariantDescription);
db.AddInParameter(AttachedVariantCmd, "@RiskClassCode", DbType.String, modelPortfolioVo.RiskClassCode);
db.AddInParameter(AttachedVariantCmd, "@CashAllocation", DbType.Decimal, modelPortfolioVo.CashAllocation);
db.AddInParameter(AttachedVariantCmd, "@DebtAllocation", DbType.Decimal, modelPortfolioVo.DebtAllocation);
db.AddInParameter(AttachedVariantCmd, "@EquityAllocation", DbType.Decimal, modelPortfolioVo.EquityAllocation);
db.AddInParameter(AttachedVariantCmd, "@AlternateAllocation", DbType.Decimal, modelPortfolioVo.AlternateAllocation);
db.AddInParameter(AttachedVariantCmd, "@ROR", DbType.Decimal, modelPortfolioVo.ROR);
db.AddInParameter(AttachedVariantCmd, "@RiskPercentage", DbType.Decimal, modelPortfolioVo.RiskPercentage);
db.AddInParameter(AttachedVariantCmd, "@IsRiskClass", DbType.String, modelPortfolioVo.IsRiskClass);
db.AddInParameter(AttachedVariantCmd, "@userId", DbType.Int32, userId);
if (db.ExecuteNonQuery(AttachedVariantCmd) != 0)
{
bResult = true;
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "ModelPortfolioDao.cs:CreateVariantAssetPortfolio()");
object[] objects = new object[1];
objects[0] = adviserId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(bResult);
}
public bool AttachSchemeToPortfolio(ModelPortfolioVo modelPortfolioVo, int adviserId, int IsActiveFlag)
{
bool bResult = false;
Database db;
DbCommand modelPortfolioCmd;
try
{
db = DatabaseFactory.CreateDatabase("wealtherp");
modelPortfolioCmd = db.GetStoredProcCommand("SP_InsertSchemeToModelPortfolio");
db.AddInParameter(modelPortfolioCmd, "@schemeCode", DbType.Int32, modelPortfolioVo.SchemeCode);
db.AddInParameter(modelPortfolioCmd, "@weightage", DbType.Int32, modelPortfolioVo.Weightage);
db.AddInParameter(modelPortfolioCmd, "@modelPortfolioCode", DbType.Int32, modelPortfolioVo.ModelPortfolioCode);
db.AddInParameter(modelPortfolioCmd, "@IsActiveflag", DbType.Int32, IsActiveFlag);
db.AddInParameter(modelPortfolioCmd, "@schemeDescription", DbType.String, modelPortfolioVo.SchemeDescription);
db.AddInParameter(modelPortfolioCmd, "@adviserId", DbType.Int32, adviserId);
if (modelPortfolioVo.ArchiveReason != 0)
{
db.AddInParameter(modelPortfolioCmd, "@archiveReason", DbType.Int32, modelPortfolioVo.ArchiveReason);
}
else
{
db.AddInParameter(modelPortfolioCmd, "@archiveReason", DbType.Int32, 0);
}
if (db.ExecuteNonQuery(modelPortfolioCmd) != 0)
{
bResult = true;
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "ModelPortfolioDao.cs:AttachSchemeToPortfolio()");
object[] objects = new object[2];
objects[0] = modelPortfolioVo;
objects[1] = adviserId;
objects[2] = IsActiveFlag;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(bResult);
}
public bool InsertModelPortfolioDetails(ModelPortfolioVo modelPortfolioVo, int adviserId)
{
bool bResult = false;
Database db;
DbCommand modelPortfolioCmd;
try
{
db = DatabaseFactory.CreateDatabase("wealtherp");
modelPortfolioCmd = db.GetStoredProcCommand("SP_InsertModelPortfolioDetails");
db.AddInParameter(modelPortfolioCmd, "@portfolioName", DbType.String, modelPortfolioVo.PortfolioName);
db.AddInParameter(modelPortfolioCmd, "@description", DbType.String, modelPortfolioVo.Description);
db.AddInParameter(modelPortfolioCmd, "@lowerScore", DbType.Int32, modelPortfolioVo.LowerScore);
db.AddInParameter(modelPortfolioCmd, "@upperScore", DbType.Int32, modelPortfolioVo.UpperScore);
db.AddInParameter(modelPortfolioCmd, "@adviserId", DbType.Int32, adviserId);
db.AddInParameter(modelPortfolioCmd, "@basisId", DbType.String, modelPortfolioVo.BasisId);
db.AddOutParameter(modelPortfolioCmd, "@modelPortfolioCode", DbType.Int32, modelPortfolioVo.ModelPortfolioCode);
db.AddOutParameter(modelPortfolioCmd, "@AMPBU_Id", DbType.Int32, modelPortfolioVo.AMPBU_Id);
if (modelPortfolioVo.RiskClassCode != null)
{
db.AddInParameter(modelPortfolioCmd, "@riskClassCode", DbType.String, modelPortfolioVo.RiskClassCode);
}
else
{
db.AddInParameter(modelPortfolioCmd, "@riskClassCode", DbType.String, DBNull.Value);
}
if (db.ExecuteNonQuery(modelPortfolioCmd) != 0)
{
bResult = true;
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "ModelPortfolioDao.cs:InsertModelPortfolioDetails()");
object[] objects = new object[1];
objects[0] = modelPortfolioVo;
objects[1] = adviserId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(bResult);
}
public void EditModelPortfolioRecords(ModelPortfolioVo modelPortfolioVo, int AMPTBValueId)
{
Database db;
DbCommand EditRecordsCmd;
try
{
db = DatabaseFactory.CreateDatabase("wealtherp");
EditRecordsCmd = db.GetStoredProcCommand("SP_EditModelPortfolioDetails");
db.AddInParameter(EditRecordsCmd, "@amptbv_Id", DbType.Int32, AMPTBValueId);
db.AddInParameter(EditRecordsCmd, "@portfolioName", DbType.String, modelPortfolioVo.PortfolioName);
db.AddInParameter(EditRecordsCmd, "@description", DbType.String, modelPortfolioVo.Description);
db.AddInParameter(EditRecordsCmd, "@lowerScore", DbType.Int32, modelPortfolioVo.LowerScore);
db.AddInParameter(EditRecordsCmd, "@upperScore", DbType.Int32, modelPortfolioVo.UpperScore);
db.AddOutParameter(EditRecordsCmd, "@modelPortfolioCode", DbType.Int32, modelPortfolioVo.ModelPortfolioCode);
if (modelPortfolioVo.RiskClassCode != null)
{
db.AddInParameter(EditRecordsCmd, "@riskClassCode", DbType.String, modelPortfolioVo.RiskClassCode);
}
else
{
db.AddInParameter(EditRecordsCmd, "@riskClassCode", DbType.String, DBNull.Value);
}
db.ExecuteNonQuery(EditRecordsCmd);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "ModelPortfolioDao.cs:EditModelPortfolioRecords()");
object[] objects = new object[1];
objects[0] = modelPortfolioVo;
objects[1] = AMPTBValueId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
