private void populateProposedSwitch(List <clsSwitchDetails> listProposedSwitch)
{
this.gvSwitchDetails_IFA.DataSource = listProposedSwitch;
this.gvSwitchDetails_IFA.DataBind();
if (listProposedSwitch.Count != 0)
{
Label gvSwitchFooterLblTotalValue = (Label)this.gvSwitchDetails_IFA.FooterRow.Cells[3].FindControl("gvSwitchFooterLblTotalValue");
gvSwitchFooterLblTotalValue.Text = listProposedSwitch[0].propTotalValue.ToString("n0");
Label gvSwitchFooterLblTotalAllocation = (Label)this.gvSwitchDetails_IFA.FooterRow.Cells[4].FindControl("gvSwitchFooterLblTotalAllocation");
gvSwitchFooterLblTotalAllocation.Text = listProposedSwitch[listProposedSwitch.Count - 1].propTotalAllocation.ToString("n2");
this.lblSwitchDetails_IFAStatusValue.Text = new clsSwitch(listProposedSwitch[0].propSwitchID).propStatusString;
this.txtProposedSwitchDesc.Text = new clsSwitch(listProposedSwitch[0].propSwitchID).propDescription.ToString();
int intStatus = new clsSwitch(listProposedSwitch[0].propSwitchID).propStatus;
if ((intStatus == (int)clsSwitch.enumSwitchStatus.Approved) || (intStatus == (int)clsSwitch.enumSwitchStatus.Locked))
{
this.btnApproveSwitch.Disabled = true;
this.btnAmendSwitch.Enabled = false;
this.btnDeclineSwitch.Enabled = false;
this.btnContactMe.Enabled = false;
}
}
else
{
this.btnApproveSwitch.Disabled = true;
this.btnAmendSwitch.Enabled = false;
this.btnDeclineSwitch.Enabled = false;
this.btnContactMe.Enabled = false;
}
}
protected void NotifyApprovedSwtich(clsSwitch Switch)
{
int intIFAID = int.Parse(Session["ifaid"].ToString());
clsIFA IFA = new clsIFA(intIFAID);
string htmlTemplate = clsOutput.generateApprovedSwitch(Switch, IFA.propIFA_ID);
StyleSheet style = clsOutput.getStyleSheet_ApprovedSwitch();
string strFilename = clsOutput.generateOutputFile(clsOutput.enumOutputType.PDF, htmlTemplate, style, Switch.propSwitchID, clsOutput.enumSwitchType.Portfolio);
string strRecepient = IFA.propIFAEmail;
string strSender = "*****@*****.**";
string strSubject = "Switch Instruction";
string strBody = clsEmail.generateEmailBody((Switch.propPortfolio.propConfirmationRequired ? "NotifyApprovedEmailReqSign" : "NotifyApprovedEmail"), null, null, null, null, null, Switch.propPortfolio.propCompany, Switch.propSwitchID.ToString());
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Switch.propSwitchID, Switch.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
clsClient client = new clsClient(Switch.propClientID);
string ClientName = client.propForename + " " + client.propSurname;
if (!String.IsNullOrEmpty(client.propEmailWork))
{
strRecepient = client.propEmailWork;
strBody = clsEmail.generateEmailBody((Switch.propPortfolio.propConfirmationRequired ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Switch.propPortfolio.propCompany, null);
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Switch.propSwitchID, Switch.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
}
if (!String.IsNullOrEmpty(client.propEmailPersonal))
{
strRecepient = client.propEmailPersonal;
strBody = clsEmail.generateEmailBody((Switch.propPortfolio.propConfirmationRequired ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Switch.propPortfolio.propCompany, null);
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Switch.propSwitchID, Switch.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
}
}
private void saveSwitchHistory(clsPortfolio _clsPortfolio, int intSwitchID, string strPortfolioID, string strUserID, clsSwitch.enumSwitchStatus enumSwitchStatus, string strDescription)
{
clsSwitch oSwitch = new clsSwitch(_clsPortfolio, strUserID);
int intHistoryID = clsHistory.insertHeader(strPortfolioID, intSwitchID, Convert.ToInt16(enumSwitchStatus));
clsHistory.insertDetailsIFA(intHistoryID, oSwitch.propSwitchDetails);
clsHistory.insertMessage(intHistoryID, strDescription);
}
private void populateAmendSwitch(List <clsSwitchDetails_Client> listAmendSwitch)
{
this.gvAmendSwitch.DataSource = listAmendSwitch;
this.gvAmendSwitch.DataBind();
if (listAmendSwitch != null)
{
this.lblSwitchStatusValue.Text = new clsSwitch_Client(listAmendSwitch[0].propSwitchID).propStatusString;
int intStatus = new clsSwitch(listAmendSwitch[0].propSwitchID).propStatus;
Label gvSwitchFooterLblTotalValue = (Label)this.gvAmendSwitch.FooterRow.Cells[3].FindControl("gvSwitchFooterLblTotalValue");
gvSwitchFooterLblTotalValue.Text = listAmendSwitch[0].propTotalValue.ToString("n0");
Label gvSwitchFooterLblTotalAllocationOrig = (Label)this.gvAmendSwitch.FooterRow.Cells[4].FindControl("gvSwitchFooterLblTotalAllocationOrig");
gvSwitchFooterLblTotalAllocationOrig.Text = listAmendSwitch[listAmendSwitch.Count - 1].propTotalAllocation.ToString("n2");
Label gvSwitchFooterLblTotalAllocation = (Label)this.gvAmendSwitch.FooterRow.Cells[4].FindControl("gvSwitchFooterLblTotalAllocation");
gvSwitchFooterLblTotalAllocation.Text = listAmendSwitch[listAmendSwitch.Count - 1].propTotalAllocation.ToString("n2");
gvSwitchFooterHfTotalAllocation.Value = listAmendSwitch[listAmendSwitch.Count - 1].propTotalAllocation.ToString("n2");
this.hfCurrentValueClientTotal.Value = listAmendSwitch[0].propTotalValue.ToString("n0");
this.hfFundCount.Value = listAmendSwitch.Count.ToString();
if (float.Parse(gvSwitchFooterLblTotalAllocationOrig.Text) != 100)
{
gvSwitchFooterLblTotalAllocation.Style.Add("color", "#FF0000");
gvSwitchFooterLblTotalAllocationOrig.Style.Add("color", "#FF0000");
}
else
{
gvSwitchFooterLblTotalAllocation.Style.Add("color", "#000000");
gvSwitchFooterLblTotalAllocationOrig.Style.Add("color", "#000000");
}
}
//if (new clsSwitch(listAmendSwitch[0].propSwitchID).propStatusString == clsSwitch.enumSwitchStatus.Saved.ToString())
//{
// this.btnSave.Disabled = true;
//}
//else
//{
// this.btnSave.Disabled = false;
//}
//if (intStatus == (int)clsSwitch.enumSwitchStatus.Proposed)
//{
// btnSave.Disabled = true;
// btnSwitch.Disabled = true;
//}
//else if (intStatus == (int)clsSwitch.enumSwitchStatus.Approved)
//{
// btnSave.Disabled = true;
// btnSwitch.Disabled = true;
// btnCancel.Enabled = false;
//}
}
protected void btnCancel_Click(object sender, EventArgs e)
{
List <clsSwitchDetails> ListSwitchDetails = (List <clsSwitchDetails>)Session["SwitchDetails"];
clsSwitch oSwitch = new clsSwitch(Portfolio(), UserID());
if ((oSwitch.propStatus != (int)clsSwitch.enumSwitchStatus.Draft) && (oSwitch.propStatus != (int)clsSwitch.enumSwitchStatus.Saved))
{
int intHistoryID = clsHistory.insertHeader(PortfolioID(), oSwitch.propSwitchID, (Int16)clsSwitch.enumSwitchStatus.Cancelled);
}
clsSwitch.deleteSwitch(ListSwitchDetails[0].propSwitchID);
string backPageURL = "https://" + Request.ServerVariables["SERVER_NAME"] + ":" + Request.ServerVariables["SERVER_PORT"] + "/report/" + "portfoliodetails.asp";
ClientScript.RegisterStartupScript(this.GetType(), "alertCancelledSwitch", "alert('This Switch has been cancelled'); window.location='" + backPageURL + "';", true);
}
private void btnSave_Click()
{
captureSwitchGridviewDetails();
List <clsSwitchDetails> ListSwitchDetails = (List <clsSwitchDetails>)Session["SwitchDetails"];
saveSwitch(clsSwitch.enumSwitchStatus.Saved, ListSwitchDetails[0].propSwitchID, string.Empty);
clsSwitch oSwitch = new clsSwitch(Portfolio(), UserID());
populateSwitchDetails(oSwitch.propSwitchDetails);
string backPageURL = "https://" + Request.ServerVariables["SERVER_NAME"] + ":" + Request.ServerVariables["SERVER_PORT"] + "/report/" + "portfoliodetails.asp";
ClientScript.RegisterStartupScript(this.GetType(), "alertSaveSuccess", "alert('This Switch has been saved.'); window.location='" + backPageURL + "';", true);
}
private void populateSwitchDetails(List <clsSwitchDetails> listSwitchDetails)
{
this.gvSwitchDetails.DataSource = listSwitchDetails;
this.gvSwitchDetails.DataBind();
if (listSwitchDetails.Count > 0)
{
this.lblSwitchStatusValue.Text = new clsSwitch(listSwitchDetails[0].propSwitchID).propStatusString;
int intStatus = new clsSwitch(listSwitchDetails[0].propSwitchID).propStatus;
Label gvSwitchFooterLblTotalValue = (Label)this.gvSwitchDetails.FooterRow.Cells[3].FindControl("gvSwitchFooterLblTotalValue");
gvSwitchFooterLblTotalValue.Text = listSwitchDetails[0].propTotalValue.ToString("n0");
Label gvSwitchFooterLblTotalAllocationOrig = (Label)this.gvSwitchDetails.FooterRow.Cells[4].FindControl("gvSwitchFooterLblTotalAllocationOrig");
gvSwitchFooterLblTotalAllocationOrig.Text = listSwitchDetails[listSwitchDetails.Count - 1].propTotalAllocation.ToString("n2");
Label gvSwitchFooterLblTotalAllocation = (Label)this.gvSwitchDetails.FooterRow.Cells[4].FindControl("gvSwitchFooterLblTotalAllocation");
gvSwitchFooterLblTotalAllocation.Text = listSwitchDetails[listSwitchDetails.Count - 1].propTotalAllocation.ToString("n2");
gvSwitchFooterHfTotalAllocation.Value = listSwitchDetails[listSwitchDetails.Count - 1].propTotalAllocation.ToString("n2");
this.hfCurrentValueClientTotal.Value = listSwitchDetails[0].propTotalValue.ToString("n0");
this.hfFundCount.Value = listSwitchDetails.Count.ToString();
if (float.Parse(gvSwitchFooterLblTotalAllocationOrig.Text) != 100)
{
gvSwitchFooterLblTotalAllocation.Style.Add("color", "#FF0000");
gvSwitchFooterLblTotalAllocationOrig.Style.Add("color", "#FF0000");
}
else
{
gvSwitchFooterLblTotalAllocation.Style.Add("color", "#000000");
gvSwitchFooterLblTotalAllocationOrig.Style.Add("color", "#000000");
}
if (new clsSwitch(listSwitchDetails[0].propSwitchID).propStatusString == clsSwitch.enumSwitchStatus.Saved.ToString())
{
this.btnSave.Disabled = true;
}
else
{
this.btnSave.Disabled = false;
}
Session["SwitchDetails"] = listSwitchDetails;
}
}
private void saveSwitch(clsSwitch.enumSwitchStatus SwitchStatus, Nullable<int> intSwitchID, string strDescription)
{
List<clsSwitchDetails> newListSwitchDetails = (List<clsSwitchDetails>)Session["SwitchDetails"];
int intNewSwitchID = clsSwitch.insertSwitchHeader(PortfolioID(), ClientID(), UserID(), SwitchStatus, intSwitchID, strDescription);
clsSwitchDetails.insertSwitchDetails(newListSwitchDetails, UserID(), intNewSwitchID);
}
private void saveSwitch(clsSwitch.enumSwitchStatus SwitchStatus, Nullable<int> intSwitchID, string strDescription, string strUserID, clsScheme Scheme)
{
List<clsSwitchScheme.clsSwitchSchemeDetails> newListSwitchDetails = (List<clsSwitchScheme.clsSwitchSchemeDetails>)Session["listSwitchDetails"];
List<clsSwitchScheme.clsSwitchSchemeDetails> newListSwitchDetailsContribution = (List<clsSwitchScheme.clsSwitchSchemeDetails>)Session["listSwitchContributionDetails"];
clsSwitchScheme.clsSwitchSchemeDetails.deleteAllDetails(intSwitchID);
int intNewSwitchID = clsSwitchScheme.insertSwitchHeader(Scheme, strUserID, SwitchStatus, intSwitchID, strDescription);
clsSwitchScheme.clsSwitchSchemeDetails.insertSwitchDetails(newListSwitchDetails, strUserID, intNewSwitchID, false);
clsSwitchScheme.clsSwitchSchemeDetails.insertSwitchDetails(newListSwitchDetailsContribution, strUserID, intNewSwitchID, true);
}
private void saveclientSwitch(clsSwitch.enumSwitchStatus SwitchStatus, int intSwitchID, string strDesc)
{
strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
strPortfolioID = Session[clsSystem_Session.strSession.tempportfolioid.ToString()].ToString();
List<clsSwitchDetails_Client> newListSwitchDetails = (List<clsSwitchDetails_Client>)Session["SwitchDetails_Client"];
clsSwitch_Client.updateSwitchHeader(SwitchStatus, intSwitchID, strDesc);
clsSwitchDetails_Client.insertSwitchDetails(newListSwitchDetails, strUserID, intSwitchID);
}
private void enableButtons(clsSwitch.enumSwitchStatus SwitchStatus)
{
switch (SwitchStatus)
{
case clsSwitch.enumSwitchStatus.Proposed:
this.btnApproveSwitch.Disabled = false;
this.btnAmendSwitch.Enabled = true;
this.btnDeclineSwitch.Enabled = true;
this.btnContactMe.Enabled = true;
break;
case clsSwitch.enumSwitchStatus.Request_ForDiscussion:
this.btnApproveSwitch.Disabled = true;
this.btnAmendSwitch.Enabled = false;
this.btnDeclineSwitch.Enabled = false;
this.btnContactMe.Enabled = false;
break;
default:
this.btnApproveSwitch.Disabled = true;
this.btnAmendSwitch.Enabled = false;
this.btnDeclineSwitch.Enabled = false;
this.btnContactMe.Enabled = false;
break;
}
}
private void populateAmendSwitch(List<clsSwitchDetails_Client> listAmendSwitch)
{
this.gvAmendSwitch.DataSource = listAmendSwitch;
this.gvAmendSwitch.DataBind();
if (listAmendSwitch != null)
{
this.lblSwitchStatusValue.Text = new clsSwitch_Client(listAmendSwitch[0].propSwitchID).propStatusString;
int intStatus = new clsSwitch(listAmendSwitch[0].propSwitchID).propStatus;
Label gvSwitchFooterLblTotalValue = (Label)this.gvAmendSwitch.FooterRow.Cells[3].FindControl("gvSwitchFooterLblTotalValue");
gvSwitchFooterLblTotalValue.Text = listAmendSwitch[0].propTotalValue.ToString("n0");
Label gvSwitchFooterLblTotalAllocationOrig = (Label)this.gvAmendSwitch.FooterRow.Cells[4].FindControl("gvSwitchFooterLblTotalAllocationOrig");
gvSwitchFooterLblTotalAllocationOrig.Text = listAmendSwitch[listAmendSwitch.Count - 1].propTotalAllocation.ToString("n2");
Label gvSwitchFooterLblTotalAllocation = (Label)this.gvAmendSwitch.FooterRow.Cells[4].FindControl("gvSwitchFooterLblTotalAllocation");
gvSwitchFooterLblTotalAllocation.Text = listAmendSwitch[listAmendSwitch.Count - 1].propTotalAllocation.ToString("n2");
gvSwitchFooterHfTotalAllocation.Value = listAmendSwitch[listAmendSwitch.Count - 1].propTotalAllocation.ToString("n2");
this.hfCurrentValueClientTotal.Value = listAmendSwitch[0].propTotalValue.ToString("n0");
this.hfFundCount.Value = listAmendSwitch.Count.ToString();
if (float.Parse(gvSwitchFooterLblTotalAllocationOrig.Text) != 100)
{
gvSwitchFooterLblTotalAllocation.Style.Add("color", "#FF0000");
gvSwitchFooterLblTotalAllocationOrig.Style.Add("color", "#FF0000");
}
else
{
gvSwitchFooterLblTotalAllocation.Style.Add("color", "#000000");
gvSwitchFooterLblTotalAllocationOrig.Style.Add("color", "#000000");
}
}
//if (new clsSwitch(listAmendSwitch[0].propSwitchID).propStatusString == clsSwitch.enumSwitchStatus.Saved.ToString())
//{
// this.btnSave.Disabled = true;
//}
//else
//{
// this.btnSave.Disabled = false;
//}
//if (intStatus == (int)clsSwitch.enumSwitchStatus.Proposed)
//{
// btnSave.Disabled = true;
// btnSwitch.Disabled = true;
//}
//else if (intStatus == (int)clsSwitch.enumSwitchStatus.Approved)
//{
// btnSave.Disabled = true;
// btnSwitch.Disabled = true;
// btnCancel.Enabled = false;
//}
}
private void populateProposedSwitch(List<clsSwitchDetails> listProposedSwitch)
{
this.gvSwitchDetails_IFA.DataSource = listProposedSwitch;
this.gvSwitchDetails_IFA.DataBind();
Label gvSwitchFooterLblTotalValue = (Label)this.gvSwitchDetails_IFA.FooterRow.Cells[3].FindControl("gvSwitchFooterLblTotalValue");
gvSwitchFooterLblTotalValue.Text = listProposedSwitch[0].propTotalValue.ToString("n0");
Label gvSwitchFooterLblTotalAllocation = (Label)this.gvSwitchDetails_IFA.FooterRow.Cells[4].FindControl("gvSwitchFooterLblTotalAllocation");
gvSwitchFooterLblTotalAllocation.Text = listProposedSwitch[listProposedSwitch.Count - 1].propTotalAllocation.ToString("n2");
this.lblSwitchDetails_IFAStatusValue.Text = new clsSwitch(listProposedSwitch[0].propSwitchID).propStatusString;
this.txtProposedSwitchDesc.Text = new clsSwitch(listProposedSwitch[0].propSwitchID).propDescription.ToString();
int intStatus = new clsSwitch(listProposedSwitch[0].propSwitchID).propStatus;
if ((intStatus == (int)clsSwitch.enumSwitchStatus.Approved) || (intStatus == (int)clsSwitch.enumSwitchStatus.Locked))
{
this.btnApproveSwitch.Disabled = true;
this.btnAmendSwitch.Enabled = false;
this.btnDeclineSwitch.Enabled = false;
this.btnContactMe.Enabled = false;
}
}
private void saveclientSwitch(clsSwitch.enumSwitchStatus SwitchStatus, int intSwitchID, string strDesc)
{
String strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
clsSwitchScheme_Client.clsSwitchSchemeDetails_Client.deleteAllDetails(intSwitchID);
List<clsSwitchScheme_Client.clsSwitchSchemeDetails_Client> ListSwitchDetails = (List<clsSwitchScheme_Client.clsSwitchSchemeDetails_Client>)Session["SwitchSchemeDetailsPortfolio_Client"];
List<clsSwitchScheme_Client.clsSwitchSchemeDetails_Client> ListSwitchDetailsContribution = (List<clsSwitchScheme_Client.clsSwitchSchemeDetails_Client>)Session["SwitchSchemeDetailsContribution_Client"];
clsSwitchScheme_Client.updateSwitchHeader(SwitchStatus, intSwitchID, strDesc);
clsSwitchScheme_Client.clsSwitchSchemeDetails_Client.insertSwitchDetails(ListSwitchDetails, strUserID, propSwitchID, false);
clsSwitchScheme_Client.clsSwitchSchemeDetails_Client.insertSwitchDetails(ListSwitchDetailsContribution, strUserID, propSwitchID, true);
}
private void saveSwitchHistory(clsPortfolio _clsPortfolio, int intSwitchID, string strPortfolioID, string strUserID, clsSwitch.enumSwitchStatus enumSwitchStatus, string strDescription)
{
clsSwitch oSwitch = new clsSwitch(_clsPortfolio, strUserID);
int intHistoryID = clsHistory.insertHeader(strPortfolioID, intSwitchID, Convert.ToInt16(enumSwitchStatus));
clsHistory.insertDetailsIFA(intHistoryID, oSwitch.propSwitchDetails);
clsHistory.insertMessage(intHistoryID, strDescription);
}
protected void Page_Load(object sender, EventArgs e)
{
if (Page.IsPostBack)
{
if (Request["__EVENTARGUMENT"] == "SaveSwitchDetails")
{
btnSave_Click();
}
else if (Request["__EVENTARGUMENT"] == "ChangeFund")
{
replaceFund(int.Parse(this.hfFundIDOrig.Value), int.Parse(this.hfFundIDNew.Value));
}
else if (Request["__EVENTARGUMENT"] == "AddMoreFund")
{
addNewFund(int.Parse(this.hfFundIDNew.Value));
}
}
else
{
Session["SourcePage"] = "/report/portfoliodetails.asp";
string strSurname = Session[clsSystem_Session.strSession.surname.ToString()].ToString();
string strForename = Session[clsSystem_Session.strSession.Forenames.ToString()].ToString();
string strCode = Session[clsSystem_Session.strSession.code.ToString()].ToString();
if (Session[clsSystem_Session.strSession.showname.ToString()].ToString() == "yes")
{
if (Session[clsSystem_Session.strSession.surname.ToString()] == null)
{
strPortfolioName = "Portfolio Details";
}
else
{
if (Session[clsSystem_Session.strSession.lang.ToString()].ToString() == "2")
{
strPortfolioName = string.Format("{0} {1}({2})", strSurname, strForename, strCode);
}
else
{
strPortfolioName = string.Format("{1} {0}({2})", strSurname, strForename, strCode);
}
}
}
else
{
strPortfolioName = Session[clsSystem_Session.strSession.code.ToString()].ToString();
}
setSessionCodepage();
populateHeader(Portfolio(), strPortfolioName);
this.populateDetails(Portfolio().propPortfolioDetails);
if (Portfolio().propSwitch.propStatus == (int)clsSwitch.enumSwitchStatus.Amended)
{
clsSwitch_Client oClientSwitch = new clsSwitch_Client(Portfolio().propSwitch.propSwitchID);
populateSwitchDetailsClient(oClientSwitch);
}
if (Portfolio().propPortfolioDetails.Count > 0)
{
clsSwitch oSwitch = new clsSwitch(Portfolio(), UserID());
populateSwitchDetails(oSwitch.propSwitchDetails);
pageStatus(Portfolio().propSwitch.propStatus);
}
}
}
private void populateSwitchDetails(List<clsSwitchDetails> listSwitchDetails)
{
this.gvSwitchDetails.DataSource = listSwitchDetails;
this.gvSwitchDetails.DataBind();
this.lblSwitchStatusValue.Text = new clsSwitch(listSwitchDetails[0].propSwitchID).propStatusString;
int intStatus = new clsSwitch(listSwitchDetails[0].propSwitchID).propStatus;
Label gvSwitchFooterLblTotalValue = (Label)this.gvSwitchDetails.FooterRow.Cells[3].FindControl("gvSwitchFooterLblTotalValue");
gvSwitchFooterLblTotalValue.Text = listSwitchDetails[0].propTotalValue.ToString("n0");
Label gvSwitchFooterLblTotalAllocationOrig = (Label)this.gvSwitchDetails.FooterRow.Cells[4].FindControl("gvSwitchFooterLblTotalAllocationOrig");
gvSwitchFooterLblTotalAllocationOrig.Text = listSwitchDetails[listSwitchDetails.Count - 1].propTotalAllocation.ToString("n2");
Label gvSwitchFooterLblTotalAllocation = (Label)this.gvSwitchDetails.FooterRow.Cells[4].FindControl("gvSwitchFooterLblTotalAllocation");
gvSwitchFooterLblTotalAllocation.Text = listSwitchDetails[listSwitchDetails.Count - 1].propTotalAllocation.ToString("n2");
gvSwitchFooterHfTotalAllocation.Value = listSwitchDetails[listSwitchDetails.Count - 1].propTotalAllocation.ToString("n2");
this.hfCurrentValueClientTotal.Value = listSwitchDetails[0].propTotalValue.ToString("n0");
this.hfFundCount.Value = listSwitchDetails.Count.ToString();
if (float.Parse(gvSwitchFooterLblTotalAllocationOrig.Text) != 100)
{
gvSwitchFooterLblTotalAllocation.Style.Add("color", "#FF0000");
gvSwitchFooterLblTotalAllocationOrig.Style.Add("color", "#FF0000");
}
else
{
gvSwitchFooterLblTotalAllocation.Style.Add("color", "#000000");
gvSwitchFooterLblTotalAllocationOrig.Style.Add("color", "#000000");
}
if (new clsSwitch(listSwitchDetails[0].propSwitchID).propStatusString == clsSwitch.enumSwitchStatus.Saved.ToString())
{
this.btnSave.Disabled = true;
}
else
{
this.btnSave.Disabled = false;
}
Session["SwitchDetails"] = listSwitchDetails;
}
protected void btnCancel_Click(object sender, EventArgs e)
{
List<clsSwitchDetails> ListSwitchDetails = (List<clsSwitchDetails>)Session["SwitchDetails"];
clsSwitch oSwitch = new clsSwitch(Portfolio(), UserID());
if ((oSwitch.propStatus != (int)clsSwitch.enumSwitchStatus.Draft) && (oSwitch.propStatus != (int)clsSwitch.enumSwitchStatus.Saved))
{
int intHistoryID = clsHistory.insertHeader(PortfolioID(), oSwitch.propSwitchID, (Int16)clsSwitch.enumSwitchStatus.Cancelled);
}
clsSwitch.deleteSwitch(ListSwitchDetails[0].propSwitchID);
string backPageURL = "https://" + Request.ServerVariables["SERVER_NAME"] + ":" + Request.ServerVariables["SERVER_PORT"] + "/report/" + "portfoliodetails.asp";
ClientScript.RegisterStartupScript(this.GetType(), "alertCancelledSwitch", "alert('This Switch has been cancelled'); window.location='" + backPageURL + "';", true);
}
private void btnSave_Click()
{
captureSwitchGridviewDetails();
List<clsSwitchDetails> ListSwitchDetails = (List<clsSwitchDetails>)Session["SwitchDetails"];
saveSwitch(clsSwitch.enumSwitchStatus.Saved, ListSwitchDetails[0].propSwitchID, string.Empty);
clsSwitch oSwitch = new clsSwitch(Portfolio(), UserID());
populateSwitchDetails(oSwitch.propSwitchDetails);
string backPageURL = "https://" + Request.ServerVariables["SERVER_NAME"] + ":" + Request.ServerVariables["SERVER_PORT"] + "/report/" + "portfoliodetails.asp";
ClientScript.RegisterStartupScript(this.GetType(), "alertSaveSuccess", "alert('This Switch has been saved.'); window.location='" + backPageURL + "';", true);
}
private int saveSwitch(string strClientID, string strPortfolioID, string strUserID, clsSwitch.enumSwitchStatus enumSwitchStatus, int intSwitchID, List<clsSwitchDetails> clsSwitchDetailsList, string strDescription,int intModelID, string strModelGroupID, string strModelPortfolioID)
{
int intNewSwitchID = clsSwitch.insertSwitchHeaderWithModel(strPortfolioID, strClientID, strUserID, enumSwitchStatus, intSwitchID, strDescription, intModelID, ModelID(), ModelPortfolioID());
clsSwitch.deleteSwitchDetails(intNewSwitchID);
clsSwitchDetails.insertSwitchDetails(clsSwitchDetailsList, strUserID, intNewSwitchID);
return intNewSwitchID;
}
private int saveCustomizedSwitch(int intIFA_ID, string strClientID, string strPortfolioID, string strUserID, clsSwitch.enumSwitchStatus enumSwitchStatus, Nullable<int> intSwitchID, string strModelGroupID, string strModelPortfolioID)
{
int intNewSwitchID = clsSwitch.insertCustomizedSwitchHeaderWithModel(intIFA_ID, strClientID, strPortfolioID, strUserID, enumSwitchStatus, intSwitchID, strModelGroupID, strModelPortfolioID);
clsSwitch.deleteSwitchDetails(intNewSwitchID);
clsSwitchDetails.insertSwitchDetails(intNewSwitchID, strClientID, strPortfolioID);
return intNewSwitchID;
}
private void doSwitchSendSave(string strButtonClick)
{
captureSwitchGridviewDetails();
string strPortfolioName = Portfolio().propCompany;
int intDiscretionary = int.Parse(Session["HasDiscretionary"].ToString());
clsSMS.subclsSMSTemplate osubclsSMSTemplate = new clsSMS.subclsSMSTemplate(clsSMS.subclsSMSTemplate.enumSMSTemplateID.ProposeSwitch);
string strReplacerVariable = clsSMS.subclsSMSTemplate.strPortfolioNameVariable;
string strMessage = osubclsSMSTemplate.propMessage.Replace(strReplacerVariable, strPortfolioName);
string strPopupMessage = "Message sent.";
string strSMSMobileNo = txtSMSMobileNo.Text.Trim();
if (strButtonClick == enumButton.Approve.ToString())
{
List <clsSwitchDetails_Client> oSwitchDetailsClient = (List <clsSwitchDetails_Client>)Session["SwitchDetailsClient"];
int intSwitchID = oSwitchDetailsClient[0].propSwitchID;
clsSwitchDetails.transferClientSwitchToIFA(oSwitchDetailsClient, UserID());
clsSwitch_Client.updateSwitchHeader(clsSwitch.enumSwitchStatus.Proposed, intSwitchID, string.Empty);
clsSwitch.updateSwitchHeader(intSwitchID, clsSwitch.enumSwitchStatus.Proposed, txtDescription.Text);
int intHistoryID = clsHistory.insertHeader(new clsSwitch(intSwitchID).propPortfolioID, intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Proposed);
clsSwitch oSwitch = new clsSwitch(Portfolio(), UserID());
clsHistory.insertDetailsIFA(intHistoryID, oSwitch.propSwitchDetails);
clsHistory.insertMessage(intHistoryID, txtDescription.Text);
if (strSMSMobileNo.Length != 0)
{
sendSMS(UserID(), strMessage, strPopupMessage, strSMSMobileNo);
}
string backPageURL = "https://" + Request.ServerVariables["SERVER_NAME"] + ":" + Request.ServerVariables["SERVER_PORT"] + "/report/" + "portfoliodetails.asp";
ClientScript.RegisterStartupScript(this.GetType(), "alertSaveSuccess", "alert('This Amended Switch has been approved.'); window.location='" + backPageURL + "';", true);
}
else if (strButtonClick == enumButton.Resubmit.ToString())
{
int intSwitchID = Portfolio().propSwitch.propSwitchID;
saveSwitch(clsSwitch.enumSwitchStatus.Proposed, intSwitchID, txtDescription.Text);
clsSwitch_Client.updateSwitchHeader(clsSwitch.enumSwitchStatus.Proposed, intSwitchID, string.Empty);
int intHistoryID = clsHistory.insertHeader(new clsSwitch(intSwitchID).propPortfolioID, intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Proposed);
clsSwitch oSwitch = new clsSwitch(Portfolio(), UserID());
clsHistory.insertDetailsIFA(intHistoryID, oSwitch.propSwitchDetails);
clsHistory.insertMessage(intHistoryID, txtDescription.Text);
if (strSMSMobileNo.Length != 0)
{
sendSMS(UserID(), strMessage, strPopupMessage, strSMSMobileNo);
}
}
else
{
List <clsSwitchDetails> oSwitchDetails = (List <clsSwitchDetails>)Session["SwitchDetails"];
int intSwitchID = oSwitchDetails[0].propSwitchID;
if (intSwitchID == 0)
{
if (intDiscretionary == 1 || intDiscretionary == -1)
{
saveSwitch(clsSwitch.enumSwitchStatus.Approved, null, txtDescription.Text.Trim());
clsSwitch oSwitch = new clsSwitch(Portfolio(), UserID());
int intHistoryID = clsHistory.insertHeader(PortfolioID(), intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Approved);
NotifyApprovedSwtich(oSwitch);
clsHistory.insertDetailsIFA(intHistoryID, oSwitch.propSwitchDetails);
clsHistory.insertMessage(intHistoryID, txtDescription.Text.Trim());
}
else
{
saveSwitch(clsSwitch.enumSwitchStatus.Proposed, null, txtDescription.Text.Trim());
clsSwitch oSwitch = new clsSwitch(Portfolio(), UserID());
int intHistoryID = clsHistory.insertHeader(PortfolioID(), oSwitch.propSwitchID, (Int16)clsSwitch.enumSwitchStatus.Proposed);
clsHistory.insertDetailsIFA(intHistoryID, oSwitch.propSwitchDetails);
clsHistory.insertMessage(intHistoryID, txtDescription.Text.Trim());
}
}
else
{
if (intDiscretionary == 1 || intDiscretionary == -1)
{
saveSwitch(clsSwitch.enumSwitchStatus.Approved, intSwitchID, txtDescription.Text.Trim());
clsSwitch oSwitch = new clsSwitch(Portfolio(), UserID());
int intHistoryID = clsHistory.insertHeader(PortfolioID(), intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Approved);
NotifyApprovedSwtich(oSwitch);
clsHistory.insertDetailsIFA(intHistoryID, oSwitch.propSwitchDetails);
clsHistory.insertMessage(intHistoryID, txtDescription.Text);
}
else
{
saveSwitch(clsSwitch.enumSwitchStatus.Proposed, intSwitchID, txtDescription.Text.Trim());
clsSwitch oSwitch = new clsSwitch(Portfolio(), UserID());
int intHistoryID = clsHistory.insertHeader(PortfolioID(), intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Proposed);
clsHistory.insertDetailsIFA(intHistoryID, oSwitch.propSwitchDetails);
clsHistory.insertMessage(intHistoryID, txtDescription.Text);
}
}
if (strSMSMobileNo.Length != 0)
{
sendSMS(UserID(), strMessage, strPopupMessage, strSMSMobileNo);
}
}
populateSwitchDetails(Portfolio().propSwitch.propSwitchDetails);
pageStatus(Portfolio().propSwitch.propStatus);
}
private void doSwitchSendSave(string strButtonClick)
{
captureSwitchGridviewDetails();
string strPortfolioName = Portfolio().propCompany;
int intDiscretionary = int.Parse(Session["HasDiscretionary"].ToString());
clsSMS.subclsSMSTemplate osubclsSMSTemplate = new clsSMS.subclsSMSTemplate(clsSMS.subclsSMSTemplate.enumSMSTemplateID.ProposeSwitch);
string strReplacerVariable = clsSMS.subclsSMSTemplate.strPortfolioNameVariable;
string strMessage = osubclsSMSTemplate.propMessage.Replace(strReplacerVariable, strPortfolioName);
string strPopupMessage = "Message sent.";
string strSMSMobileNo = txtSMSMobileNo.Text.Trim();
if (strButtonClick == enumButton.Approve.ToString())
{
List<clsSwitchDetails_Client> oSwitchDetailsClient = (List<clsSwitchDetails_Client>)Session["SwitchDetailsClient"];
int intSwitchID = oSwitchDetailsClient[0].propSwitchID;
clsSwitchDetails.transferClientSwitchToIFA(oSwitchDetailsClient, UserID());
clsSwitch_Client.updateSwitchHeader(clsSwitch.enumSwitchStatus.Proposed, intSwitchID, string.Empty);
clsSwitch.updateSwitchHeader(intSwitchID, clsSwitch.enumSwitchStatus.Proposed, txtDescription.Text);
int intHistoryID = clsHistory.insertHeader(new clsSwitch(intSwitchID).propPortfolioID, intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Proposed);
clsSwitch oSwitch = new clsSwitch(Portfolio(), UserID());
clsHistory.insertDetailsIFA(intHistoryID, oSwitch.propSwitchDetails);
clsHistory.insertMessage(intHistoryID, txtDescription.Text);
if (strSMSMobileNo.Length != 0)
{
sendSMS(UserID(), strMessage, strPopupMessage, strSMSMobileNo);
}
string backPageURL = "https://" + Request.ServerVariables["SERVER_NAME"] + ":" + Request.ServerVariables["SERVER_PORT"] + "/report/" + "portfoliodetails.asp";
ClientScript.RegisterStartupScript(this.GetType(), "alertSaveSuccess", "alert('This Amended Switch has been approved.'); window.location='" + backPageURL + "';", true);
}
else if (strButtonClick == enumButton.Resubmit.ToString())
{
int intSwitchID = Portfolio().propSwitch.propSwitchID;
saveSwitch(clsSwitch.enumSwitchStatus.Proposed, intSwitchID, txtDescription.Text);
clsSwitch_Client.updateSwitchHeader(clsSwitch.enumSwitchStatus.Proposed, intSwitchID, string.Empty);
int intHistoryID = clsHistory.insertHeader(new clsSwitch(intSwitchID).propPortfolioID, intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Proposed);
clsSwitch oSwitch = new clsSwitch(Portfolio(), UserID());
clsHistory.insertDetailsIFA(intHistoryID, oSwitch.propSwitchDetails);
clsHistory.insertMessage(intHistoryID, txtDescription.Text);
if (strSMSMobileNo.Length != 0)
{
sendSMS(UserID(), strMessage, strPopupMessage, strSMSMobileNo);
}
}
else
{
List<clsSwitchDetails> oSwitchDetails = (List<clsSwitchDetails>)Session["SwitchDetails"];
int intSwitchID = oSwitchDetails[0].propSwitchID;
if (intSwitchID == 0)
{
if (intDiscretionary == 1 || intDiscretionary == -1)
{
saveSwitch(clsSwitch.enumSwitchStatus.Approved, null, txtDescription.Text.Trim());
clsSwitch oSwitch = new clsSwitch(Portfolio(), UserID());
int intHistoryID = clsHistory.insertHeader(PortfolioID(), intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Approved);
NotifyApprovedSwtich(Portfolio());
clsHistory.insertDetailsIFA(intHistoryID, oSwitch.propSwitchDetails);
clsHistory.insertMessage(intHistoryID, txtDescription.Text.Trim());
}
else
{
saveSwitch(clsSwitch.enumSwitchStatus.Proposed, null, txtDescription.Text.Trim());
clsSwitch oSwitch = new clsSwitch(Portfolio(), UserID());
int intHistoryID = clsHistory.insertHeader(PortfolioID(), oSwitch.propSwitchID, (Int16)clsSwitch.enumSwitchStatus.Proposed);
clsHistory.insertDetailsIFA(intHistoryID, oSwitch.propSwitchDetails);
clsHistory.insertMessage(intHistoryID, txtDescription.Text.Trim());
}
}
else
{
if (intDiscretionary == 1 || intDiscretionary == -1)
{
saveSwitch(clsSwitch.enumSwitchStatus.Approved, intSwitchID, txtDescription.Text.Trim());
clsSwitch oSwitch = new clsSwitch(Portfolio(), UserID());
int intHistoryID = clsHistory.insertHeader(PortfolioID(), intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Approved);
NotifyApprovedSwtich(Portfolio());
clsHistory.insertDetailsIFA(intHistoryID, oSwitch.propSwitchDetails);
clsHistory.insertMessage(intHistoryID, txtDescription.Text);
}
else
{
saveSwitch(clsSwitch.enumSwitchStatus.Proposed, intSwitchID, txtDescription.Text.Trim());
clsSwitch oSwitch = new clsSwitch(Portfolio(), UserID());
int intHistoryID = clsHistory.insertHeader(PortfolioID(), intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Proposed);
clsHistory.insertDetailsIFA(intHistoryID, oSwitch.propSwitchDetails);
clsHistory.insertMessage(intHistoryID, txtDescription.Text);
}
}
if (strSMSMobileNo.Length != 0)
{
sendSMS(UserID(), strMessage, strPopupMessage, strSMSMobileNo);
}
}
populateSwitchDetails(Portfolio().propSwitch.propSwitchDetails);
pageStatus(Portfolio().propSwitch.propStatus);
}
protected void Page_Load(object sender, EventArgs e)
{
if (Page.IsPostBack)
{
if (Request["__EVENTARGUMENT"] == "SaveSwitchDetails") { btnSave_Click(); }
else if (Request["__EVENTARGUMENT"] == "ChangeFund") { replaceFund(int.Parse(this.hfFundIDOrig.Value), int.Parse(this.hfFundIDNew.Value)); }
else if (Request["__EVENTARGUMENT"] == "AddMoreFund") { addNewFund(int.Parse(this.hfFundIDNew.Value)); }
}
else
{
Session["SourcePage"] = "/report/portfoliodetails.asp";
string strSurname = Session[clsSystem_Session.strSession.surname.ToString()].ToString();
string strForename = Session[clsSystem_Session.strSession.Forenames.ToString()].ToString();
string strCode = Session[clsSystem_Session.strSession.code.ToString()].ToString();
if (Session[clsSystem_Session.strSession.showname.ToString()].ToString() == "yes")
{
if (Session[clsSystem_Session.strSession.surname.ToString()] == null)
{
strPortfolioName = "Portfolio Details";
}
else
{
if (Session[clsSystem_Session.strSession.lang.ToString()].ToString() == "2")
{
strPortfolioName = string.Format("{0} {1}({2})", strSurname, strForename, strCode);
}
else
{
strPortfolioName = string.Format("{1} {0}({2})", strSurname, strForename, strCode);
}
}
}
else
{
strPortfolioName = Session[clsSystem_Session.strSession.code.ToString()].ToString();
}
Session["SwitchDetails"] = null;
Session["HasDiscretionary"] = Portfolio().propPortfolioDetails[0].propMFPercent;
setSessionCodepage();
populateHeader(Portfolio(), strPortfolioName);
this.populateDetails(Portfolio().propPortfolioDetails);
//Session["SwitchDetails"] = Portfolio().propSwitch.propSwitchDetails;
if (Portfolio().propSwitch.propStatus == (int)clsSwitch.enumSwitchStatus.Amended)
{
clsSwitch_Client oClientSwitch = new clsSwitch_Client(Portfolio().propSwitch.propSwitchID);
populateSwitchDetailsClient(oClientSwitch);
}
//if (Portfolio().propSwitch.propSwitchDetails[0].propSwitchID == 0)
//{
// saveSwitch(clsSwitch.enumSwitchStatus.Draft, null, string.Empty);
//}
clsSwitch oSwitch = new clsSwitch(Portfolio(), UserID());
populateSwitchDetails(oSwitch.propSwitchDetails);
pageStatus(Portfolio().propSwitch.propStatus);
}
}
protected void NotifyApprovedSwtich(clsSwitch Switch)
{
try
{
int intIFAID = int.Parse(Session["ifaid"].ToString());
clsIFA IFA = new clsIFA(intIFAID);
string htmlTemplate = clsOutput.generateApprovedSwitch(Switch, IFA.propIFA_ID);
StyleSheet style = clsOutput.getStyleSheet_ApprovedSwitch();
string strFilename = clsOutput.generateOutputFile(clsOutput.enumOutputType.PDF, htmlTemplate, style, Switch.propSwitchID, clsOutput.enumSwitchType.Portfolio);
string strRecepient = IFA.propIFAEmail;
string strSender = "*****@*****.**";
string strSubject = "Switch Instruction";
string strBody = clsEmail.generateEmailBody((Switch.propPortfolio.propConfirmationRequired ? "NotifyApprovedEmailReqSign" : "NotifyApprovedEmail"), null, null, null, null, null, Switch.propPortfolio.propCompany, Switch.propSwitchID.ToString());
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Switch.propSwitchID, Switch.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
clsClient client = new clsClient(Switch.propClientID);
string ClientName = client.propForename + " " + client.propSurname;
if (!String.IsNullOrEmpty(client.propEmailWork))
{
strRecepient = client.propEmailWork;
strBody = clsEmail.generateEmailBody((Switch.propPortfolio.propConfirmationRequired ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Switch.propPortfolio.propCompany, null);
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Switch.propSwitchID, Switch.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
}
if (!String.IsNullOrEmpty(client.propEmailPersonal))
{
strRecepient = client.propEmailPersonal;
strBody = clsEmail.generateEmailBody((Switch.propPortfolio.propConfirmationRequired ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Switch.propPortfolio.propCompany, null);
clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Switch.propSwitchID, Switch.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
}
//:SwitchType_IFA Name_Client Name_yyyy-mm-dd.pdf
}
catch (Exception ex)
{
Response.Write("Exception Occured<br/>");
Response.Write(String.Format("<p>{0}</p><br/>", ex.ToString()));
}
}
