public double SumSavingReq(int CustomerId, int ActiveFlag)
{
double SumSave = 0;
List <GoalProfileSetupVo> GoalProfileList = new List <GoalProfileSetupVo>();
CustomerGoalSetupDao customerGoalProfileDao = new CustomerGoalSetupDao();
GoalProfileSetupVo goalProfileSetupVo = new GoalProfileSetupVo();
GoalProfileList = customerGoalProfileDao.GetCustomerGoalProfile(CustomerId, ActiveFlag);
try
{
for (int i = 0; i < GoalProfileList.Count; i++)
{
SumSave += goalProfileSetupVo.MonthlySavingsReq;
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerGoalSetupBo.cs:SumSavingReq()");
object[] objects = new object[1];
objects[0] = CustomerId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(SumSave);
}
public Decimal GetExpectedROI(int CustomerID)
{
Decimal ExpROI = 0;
CustomerGoalSetupDao ExpectedROI = new CustomerGoalSetupDao();
try
{
ExpROI = ExpectedROI.GetExpectedROI(CustomerID);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerGoalSetupBo.cs:GetExpectedROI()");
object[] objects = new object[1];
objects[0] = CustomerID;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(ExpROI);
}
public GoalProfileSetupVo GetCustomerGoal(int CustomerId, int GoalId)
{
GoalProfileSetupVo GoalProfileVo = new GoalProfileSetupVo();
CustomerGoalSetupDao GaolProfiling = new CustomerGoalSetupDao();
try
{
GoalProfileVo = GaolProfiling.GetCustomerGoal(CustomerId, GoalId);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerGoalSetupBo.cs:GetCustomerGoalProfiling()");
object[] objects = new object[2];
objects[0] = CustomerId;
objects[1] = GoalId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(GoalProfileVo);
}
public void DeleteCustomerGoal(String GoalIDs, int UserId)
{
CustomerGoalSetupDao DeleteGoalProfile = new CustomerGoalSetupDao();
try
{
DeleteGoalProfile.DeleteCustomerlGoal(GoalIDs, UserId);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerGoalSetupBo.cs:DeleteCustomerGoal()");
object[] objects = new object[2];
objects[0] = GoalIDs;
objects[1] = UserId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
public int CheckGoalProfile(int UserId)
{
CustomerGoalSetupDao GaolProfiling = new CustomerGoalSetupDao();
int Count = 0;
return(Count = GaolProfiling.CheckGoalProfile(UserId));
}
public decimal GetInflationPercent()
{
CustomerGoalSetupDao CustomerGoalDao = new CustomerGoalSetupDao();
decimal InflationPercent = CustomerGoalDao.GetInflationPercent();
return(InflationPercent);
}
public DataSet GetCustomerAssociationDetails(int CustomerID)
{
DataSet dsGetCustomerAssociationDetails = new DataSet();
CustomerGoalSetupDao AssociationDetails = new CustomerGoalSetupDao();
try
{
dsGetCustomerAssociationDetails = AssociationDetails.GetCustomerAssociationDetails(CustomerID);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerGoalSetupBo.cs:GetCustomerGoalProfiling()");
object[] objects = new object[0];
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(dsGetCustomerAssociationDetails);
}
public List <GoalProfileSetupVo> GetCustomerGoalProfile(int CustomerId, int ActiveFlag)
{
List <GoalProfileSetupVo> GoalProfileList = new List <GoalProfileSetupVo>();
CustomerGoalSetupDao customerGoalProfileDao = new CustomerGoalSetupDao();
try
{
GoalProfileList = customerGoalProfileDao.GetCustomerGoalProfile(CustomerId, ActiveFlag);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerGoalSetupBo.cs:GetCustomerGoalProfile()");
object[] objects = new object[1];
objects[0] = CustomerId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(GoalProfileList);
}
public DataSet GetReacrringGoal(int goalId)
{
CustomerGoalSetupDao customerGoalSetupDao = new CustomerGoalSetupDao();
DataSet dsGetReacrringGoal;
try
{
dsGetReacrringGoal = customerGoalSetupDao.GetReacrringGoal(goalId);
}
catch (BaseApplicationException Ex)
{
throw (Ex);
}
return(dsGetReacrringGoal);
}
public DataSet GetGoalListMIS(string userType, int advisorId, int rmId, int customerId, int branchHeadId, int branchId, int all, int isGroup, string goalCode)
{
CustomerGoalSetupDao goalSetupDao = new CustomerGoalSetupDao();
DataSet dsGetGoalMIS;
try
{
dsGetGoalMIS = goalSetupDao.GetGoalListMIS(userType, advisorId, rmId, customerId, branchHeadId, branchId, all, isGroup, goalCode);
}
catch (BaseApplicationException Ex)
{
throw (Ex);
}
return(dsGetGoalMIS);
}
public DataSet GetGoals()
{
CustomerGoalSetupDao customerGoalSetupDao = new CustomerGoalSetupDao();
DataSet dsGetGoals;
try
{
dsGetGoals = customerGoalSetupDao.GetGoals();
}
catch (BaseApplicationException Ex)
{
throw (Ex);
}
return(dsGetGoals);
}
public void CreateCustomerGoalProfileForRetirement(GoalProfileSetupVo GoalProfileVo, int UserId, int Flag)
{
try
{
GoalProfileSetupVo CreateGoalProfileVo = new GoalProfileSetupVo();
CreateGoalProfileVo = CalculateGoalProfileRT(GoalProfileVo);
CustomerGoalSetupDao customerGoalSetupDao = new CustomerGoalSetupDao();
if (Flag == 0)
{
customerGoalSetupDao.CreateCustomerGoalProfile(CreateGoalProfileVo, UserId);
}
else
{
// when the flag value 1 at this time userId IS GoalId
customerGoalSetupDao.UpdateCustomerGoalProfile(CreateGoalProfileVo, UserId);
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerGoalSetupBo.cs:CreateCustomerGoalProfileForRetirement()");
object[] objects = new object[2];
objects[0] = GoalProfileVo;
objects[1] = UserId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
public void SetCustomerAllGoalDeActive(int UserId)
{
CustomerGoalSetupDao GaolProfiling = new CustomerGoalSetupDao();
GaolProfiling.SetCustomerAllGoalDeActive(UserId);
}
public GoalProfileSetupVo CalculateGoalProfile(GoalProfileSetupVo GoalProfileVo)
{
double futureInvValue = 0;
double futureCost = 0;
double requiredSavings = 0;
double costToday = 0;
double requiredAfter = 0;
double currentValue = 0;
double rateEarned = 0;
double rateOfReturn = 0;
double inflationValues = 0;
string goal = string.Empty;
CustomerGoalSetupDao CustomerGoalDao = new CustomerGoalSetupDao();
double InflationPercent = GoalProfileVo.InflationPercent;
try
{
costToday = GoalProfileVo.CostOfGoalToday;
// requiredAfter = GoalProfileVo.GoalYear;
requiredAfter = GoalProfileVo.GoalYear - DateTime.Today.Year;
currentValue = GoalProfileVo.CurrInvestementForGoal;
rateEarned = GoalProfileVo.ROIEarned / 100;
rateOfReturn = GoalProfileVo.ExpectedROI / 100;
inflationValues = (Double)InflationPercent / 100;
futureCost = Math.Abs(FutureValue(inflationValues, requiredAfter, 0, costToday, 0));
if (currentValue == 0 && rateEarned == 0)
{
futureInvValue = 0;
}
else
{
futureInvValue = Math.Abs(FutureValue(rateEarned, requiredAfter, 0, currentValue, 0));
}
requiredSavings = Math.Abs(PMT((rateOfReturn / 12), (requiredAfter * 12), 0, (futureCost - futureInvValue), 0));
GoalProfileVo.MonthlySavingsReq = requiredSavings;
GoalProfileVo.InflationPercent = (Double)InflationPercent;
GoalProfileVo.FutureValueOfCostToday = (Double)futureCost;
return(GoalProfileVo);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerGoalSetupBo.cs:CalculateGoalProfile()");
object[] objects = new object[1];
objects[0] = GoalProfileVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
public GoalProfileSetupVo CalculateGoalProfileRT(GoalProfileSetupVo GoalProfileVo)
{
CustomerGoalSetupDao CustomerGoalDao = new CustomerGoalSetupDao();
int yearsLeft = 0;
int targetRetirementYear = 0;
double amountRequired = 0;
double futureValue = 0;
double retirementCorpus = 0;
double monthlySavings = 0;
double lumpsumInvestRequired = 0;
double InflationPercent = GoalProfileVo.InflationPercent;
double InflationValue = InflationPercent / 100;
try
{
double annualRequirement = GoalProfileVo.CostOfGoalToday;
double currentValue = GoalProfileVo.CurrInvestementForGoal;
double exRate = GoalProfileVo.ROIEarned / 100;
double newRate = GoalProfileVo.ExpectedROI / 100;
double retRetirementCorpus = GoalProfileVo.RateofInterestOnFture / 100;
if (GoalProfileVo.GoalYear != 0)
{
targetRetirementYear = GoalProfileVo.GoalYear;
yearsLeft = targetRetirementYear - DateTime.Now.Year;
}
amountRequired = annualRequirement / retRetirementCorpus;
if (currentValue == 0 && exRate == 0)
{
futureValue = 0;
}
else
{
futureValue = Math.Abs(FutureValue(exRate, yearsLeft, 0, currentValue, 0));
}
retirementCorpus = Math.Abs(FutureValue(InflationValue, yearsLeft, 0, amountRequired, 0));
monthlySavings = Math.Abs(PMT((newRate / 12), (yearsLeft * 12), 0, (retirementCorpus - futureValue), 0));
lumpsumInvestRequired = Math.Abs(PV(newRate, yearsLeft, 0, -(retirementCorpus - futureValue), 0));
GoalProfileVo.FutureValueOnCurrentInvest = futureValue;
GoalProfileVo.FutureValueOfCostToday = retirementCorpus;
GoalProfileVo.MonthlySavingsReq = monthlySavings;
GoalProfileVo.InflationPercent = InflationPercent;
GoalProfileVo.LumpsumInvestRequired = lumpsumInvestRequired;
return(GoalProfileVo);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerGoalSetupBo.cs:CreateCustomerGoalProfileForRetirement()");
object[] objects = new object[1];
objects[0] = GoalProfileVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
/// <summary>
/// It retuns Customer Other Goals description paragrapgh
/// </summary>
/// <param name="CustomerId"></param>
/// <returns></returns>
public string OtherGoalDescriptionText(int CustomerId)
{
string GoalDescription = "";
List <GoalProfileSetupVo> GoalProfileList = new List <GoalProfileSetupVo>();
CustomerGoalSetupDao customerGoalProfileDao = new CustomerGoalSetupDao();
try
{
double totalChildEducation = 0;
double totalChildMarriage = 0;
double totalHome = 0;
double totalOther = 0;
string strMain = "";
string strChildEducation = "";
string strChildMarriage = "";
string strHome = "";
string strOther = "";
string strTotal = "";
GoalProfileList = customerGoalProfileDao.GetCustomerGoalProfile(CustomerId, 1);
if (GoalProfileList != null)
{
for (int i = 0; i < GoalProfileList.Count; i++)
{
goalProfileSetupVo = new GoalProfileSetupVo();
goalProfileSetupVo = GoalProfileList[i];
if (goalProfileSetupVo.Goalcode == "BH")
{
totalHome = totalHome + goalProfileSetupVo.MonthlySavingsReq;
}
if (goalProfileSetupVo.Goalcode == "ED")
{
totalChildEducation = totalChildEducation + goalProfileSetupVo.MonthlySavingsReq;
}
if (goalProfileSetupVo.Goalcode == "MR")
{
totalChildMarriage = totalChildMarriage + goalProfileSetupVo.MonthlySavingsReq;
}
if (goalProfileSetupVo.Goalcode == "OT")
{
totalOther = totalOther + goalProfileSetupVo.MonthlySavingsReq;
}
}
double TotalCost = totalChildEducation + totalChildMarriage + totalHome + totalOther;
strMain = "Based on your inputs we have done an analysis of your life's major financial goals and savings required to achieve them.";
if (totalChildEducation != 0)
{
strChildEducation = "You need to save Rs." + Math.Round(totalChildEducation, 2).ToString() + " to meet your children's higher education expenses.";
}
if (totalChildMarriage != 0)
{
strChildMarriage = "Your monthly saving should be Rs." + Math.Round(totalChildMarriage, 2).ToString() + " to meet your children's marriage expeneses.";
}
if (totalHome != 0)
{
strHome = "For buying house you need to save Rs." + Math.Round(totalHome, 2).ToString() + " every month.";
}
if (totalOther != 0)
{
strOther = "For other Goals you need to save Rs." + Math.Round(totalOther, 2).ToString() + " every month.";
}
strTotal = "To meet all your major life goals other than retirement you need to save Rs." + Math.Round(TotalCost, 2).ToString() + " every month.";
GoalDescription = strMain + strChildEducation + strChildMarriage + strHome + strOther + strTotal;
}
else
{
GoalDescription = "";
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerGoalSetupBo.cs:GetCustomerGoalProfile()");
object[] objects = new object[1];
objects[0] = CustomerId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(GoalDescription);
}
/// <summary>
/// It retuns Customer Retirement Goal description paragrapgh
/// </summary>
/// <param name="CustomerID"></param>
/// <returns></returns>
public string RTGoalDescriptionText(int CustomerID)
{
string GoalDescription = "";
DataSet dsGetCustomerRTDetails = new DataSet();
CustomerGoalSetupDao RTDetails = new CustomerGoalSetupDao();
try
{
string futureValueOncurrentInvestment = null;
string futureValueOncurrentInvestment2 = null;
string yearlySavingRequired = null;
string gapvalues = null;
dsGetCustomerRTDetails = RTDetails.GetCustomerRTDetails(CustomerID);
if (dsGetCustomerRTDetails.Tables[0].Rows.Count > 0)
{
if (string.IsNullOrEmpty(dsGetCustomerRTDetails.Tables[0].Rows[0]["CG_FutureValueOnCurrentInvest"].ToString()))
{
futureValueOncurrentInvestment = "0";
}
else
{
futureValueOncurrentInvestment = Math.Round(double.Parse(dsGetCustomerRTDetails.Tables[0].Rows[0]["CG_FutureValueOnCurrentInvest"].ToString()), 2).ToString();
}
if (string.IsNullOrEmpty(dsGetCustomerRTDetails.Tables[0].Rows[0]["CG_LumpsumInvestmentRequired"].ToString()))
{
futureValueOncurrentInvestment2 = "0";
}
else
{
futureValueOncurrentInvestment2 = Math.Round(double.Parse(dsGetCustomerRTDetails.Tables[0].Rows[0]["CG_LumpsumInvestmentRequired"].ToString()), 2).ToString();
}
if (string.IsNullOrEmpty(dsGetCustomerRTDetails.Tables[0].Rows[0]["CG_YearlySavingsRequired"].ToString()))
{
yearlySavingRequired = "0";
}
else
{
yearlySavingRequired = Math.Round(double.Parse(dsGetCustomerRTDetails.Tables[0].Rows[0]["CG_YearlySavingsRequired"].ToString()), 2).ToString();
}
if (string.IsNullOrEmpty(dsGetCustomerRTDetails.Tables[0].Rows[0]["CG_GapValues"].ToString()))
{
gapvalues = "0";
}
else
{
gapvalues = Math.Round(double.Parse(dsGetCustomerRTDetails.Tables[0].Rows[0]["CG_GapValues"].ToString()), 2).ToString();
}
if (dsGetCustomerRTDetails.Tables[0].Rows.Count > 0)
{
double fvCostOfToday = 0;
double currentInvestment = 0;
double roiEarned = 0;
double monthlySavingsRequired = 0;
double.TryParse(dsGetCustomerRTDetails.Tables[0].Rows[0]["CG_FVofCostToday"].ToString(), out fvCostOfToday);
double.TryParse(dsGetCustomerRTDetails.Tables[0].Rows[0]["CG_CurrentInvestment"].ToString(), out currentInvestment);
double.TryParse(dsGetCustomerRTDetails.Tables[0].Rows[0]["CG_ROIEarned"].ToString(), out roiEarned);
double.TryParse(dsGetCustomerRTDetails.Tables[0].Rows[0]["CG_MonthlySavingsRequired"].ToString(), out monthlySavingsRequired);
string StrRT1 = "We have done an extensive analysis of your" +
" retirement goal needs and savings required per month to meet those " +
"needs.Based on the inputs provided by you we have calculated that at " +
"the time of your retirement you'll need a corpus of Rs." + Math.Round(fvCostOfToday, 2).ToString() +
" to lead a financialy stable retired life.";
string StrRT2 = "To meet the retirement goal you have already invested Rs." + Math.Round(currentInvestment, 2).ToString() +
" which will grow at " + Math.Round(roiEarned, 2).ToString() + " % " +
" and it's value at the time of your retirement will be Rs." + futureValueOncurrentInvestment + ".";
string StrRT3 = "You have no investmensts attached to your retirement.";
string StrRT4 = "For the gap of Rs." + gapvalues +
" for your retirement goal, you need to start planning soon." +
"You can opt for any of the following saving options to meet your retirement goal." +
" Monthly savings required to meet the goal is Rs." + Math.Round(monthlySavingsRequired, 2).ToString() +
".Yearly savings required to meet the goal is Rs." + yearlySavingRequired + ".Lumpsum investment required is Rs." + futureValueOncurrentInvestment2 +
".We recommend you to start saving as per the retirement plan provided by us.";
if (currentInvestment == 0)
{
GoalDescription = StrRT1 + StrRT3 + StrRT4;
}
else
{
GoalDescription = StrRT1 + StrRT2 + StrRT4;
}
}
else
{
GoalDescription = "";
}
}
else
{
GoalDescription = "";
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerGoalSetupBo.cs:GetCustomerRTDetails()");
object[] objects = new object[0];
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(GoalDescription);
}