Пример #1
0
        private void showhideAmendArea(bool isShow)
        {
            if (isShow)
            {
                strClientID    = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
                strPortfolioID = Session[clsSystem_Session.strSession.tempportfolioid.ToString()].ToString();
                strUserID      = Session[clsSystem_Session.strSession.User.ToString()].ToString();
                //clsPortfolio objPortfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);

                clsSwitch_Client objSwitch_Client = new clsSwitch_Client((int)ViewState["intSwitchID"]);

                this.populateAmendSwitch(objSwitch_Client.propSwitchDetails);
                Session["SwitchDetails_Client"] = objSwitch_Client.propSwitchDetails;

                this.lblTitle_AmendSwitch.Visible = true;
                this.lblSwitchStatusTitle.Visible = true;
                this.lblSwitchStatusValue.Visible = true;
            }
            else
            {
                this.populateAmendSwitch(null);

                this.lblTitle_AmendSwitch.Visible = false;
                this.lblSwitchStatusTitle.Visible = false;
                this.lblSwitchStatusValue.Visible = false;
            }
        }
Пример #2
0
        protected void Page_Load(object sender, EventArgs e)
        {
            if (!Page.IsPostBack)
            {
                //Session["SourcePage"] = "portfoliodetails.asp"; //local
                Session["SourcePage"] = "/report/portfoliodetails.asp"; //deploy

                strClientID    = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
                strPortfolioID = Session[clsSystem_Session.strSession.tempportfolioid.ToString()].ToString();
                strUserID      = Session[clsSystem_Session.strSession.User.ToString()].ToString();

                clsPortfolio objPortfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);

                if (objPortfolio.propPortfolioDetails.Count != 0)
                {
                    Session["IFAPermit"] = objPortfolio.propPortfolioDetails[0].propSwitchIFAPermit;
                }
                else
                {
                    Session["IFAPermit"] = false;
                }


                enableButtons((clsSwitch.enumSwitchStatus)objPortfolio.propSwitch.propStatus);
                showhideButtons(enumPageState.hideAll);

                populateHeader(objPortfolio);
                populateOriginalPortfolio(objPortfolio.propPortfolioDetails);
                populateProposedSwitch(objPortfolio.propSwitch.propSwitchDetails);

                showhideButtons(enumPageState.view);
                ViewState["intSwitchID"] = objPortfolio.propSwitch.propSwitchID;

                clsSwitch_Client objSwitch_Client = new clsSwitch_Client((int)ViewState["intSwitchID"]);
                Session["SwitchDetails_Client"] = objSwitch_Client.propSwitchDetails;

                if (objPortfolio.propSwitch.propStatus == (int)clsSwitch.enumSwitchStatus.Amended)
                {
                    showhideAmendArea(false);
                }
            }
            else
            {
                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));
                }
            }
        }
Пример #3
0
        protected void Page_Load(object sender, EventArgs e)
        {

            if (!Page.IsPostBack)
            {
                //Session["SourcePage"] = "portfoliodetails.asp"; //local
                Session["SourcePage"] = "/report/portfoliodetails.asp"; //deploy

                strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
                strPortfolioID = Session[clsSystem_Session.strSession.tempportfolioid.ToString()].ToString();
                strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();

                clsPortfolio objPortfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);

                if (objPortfolio.propPortfolioDetails.Count != 0)
                {
                    Session["IFAPermit"] = objPortfolio.propPortfolioDetails[0].propSwitchIFAPermit;
                }
                else 
                { 
                    Session["IFAPermit"] = false; 
                }

                
                enableButtons((clsSwitch.enumSwitchStatus)objPortfolio.propSwitch.propStatus);
                showhideButtons(enumPageState.hideAll);
                    
                populateHeader(objPortfolio);                
                populateOriginalPortfolio(objPortfolio.propPortfolioDetails);                
                populateProposedSwitch(objPortfolio.propSwitch.propSwitchDetails);

                showhideButtons(enumPageState.view);
                ViewState["intSwitchID"] = objPortfolio.propSwitch.propSwitchID;

                clsSwitch_Client objSwitch_Client = new clsSwitch_Client((int)ViewState["intSwitchID"]);
                Session["SwitchDetails_Client"] = objSwitch_Client.propSwitchDetails;

                if (objPortfolio.propSwitch.propStatus == (int)clsSwitch.enumSwitchStatus.Amended)
                {
                    showhideAmendArea(false);
                }
            }
            else 
            {
                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)); }
            }
        }
Пример #4
0
        private void populateSwitchDetailsClient(clsSwitch_Client oSwitchClient)
        {
            this.lblSwitchClientDescription.Text     = oSwitchClient.propDescription;
            gvSwitchDetailsViewLabelStatusValue.Text = oSwitchClient.propStatusString;
            gvSwitchDetailsClient.DataSource         = oSwitchClient.propSwitchDetails;
            gvSwitchDetailsClient.DataBind();

            Label gvSwitchDetailsClientFooterLabelTotalValue = (Label)gvSwitchDetailsClient.FooterRow.Cells[3].FindControl("gvSwitchDetailsClientFooterLabelTotalValue");

            gvSwitchDetailsClientFooterLabelTotalValue.Text = oSwitchClient.propSwitchDetails[oSwitchClient.propSwitchDetails.Count - 1].propTotalValue.ToString("n0");
            Label gvSwitchDetailsClientFooterLabelTotalTargetAllocation = (Label)gvSwitchDetailsClient.FooterRow.Cells[4].FindControl("gvSwitchDetailsClientFooterLabelTotalTargetAllocation");

            gvSwitchDetailsClientFooterLabelTotalTargetAllocation.Text = oSwitchClient.propSwitchDetails[oSwitchClient.propSwitchDetails.Count - 1].propTotalAllocation.ToString("n2");

            Session["SwitchDetailsClient"] = oSwitchClient.propSwitchDetails;
        }
Пример #5
0
        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);
                }
            }
        }
Пример #6
0
        private void pageStatus(int intStatus)
        {
            switch (intStatus)
            {
            case (int)clsSwitch.enumSwitchStatus.Proposed:
                //disable Buttons[Save, Switch]
                this.btnSave.Disabled   = true;
                this.btnSwitch.Disabled = true;
                canEditGridView(false);
                break;

            case (int)clsSwitch.enumSwitchStatus.Amended:
                //hide Buttons[Save, Switch, Cancel] for Switch Function
                this.divSwitch.Visible = false;

                //hide Buttons[Amend, Resubmit, Cancel] for Request for Discussion Function
                this.divRequestforDiscussion.Visible = false;

                //
                //this.lblSwitchStatusTitle.Visible = false;
                //this.lblSwitchStatusValue.Visible = false;
                //show
                this.divAmend.Visible = true;
                this.lblTitle_ProposedSwitch.Visible    = true;
                this.lblSwitchClientDescription.Visible = true;
                //this.table1_container.Visible = true;
                this.gvSwitchDetailsClient.Visible = true;

                clsSwitch_Client amendClientSwitch = new clsSwitch_Client(Portfolio().propSwitch.propSwitchID);
                populateSwitchDetailsClient(amendClientSwitch);
                canEditGridView(false);
                break;

            case (int)clsSwitch.enumSwitchStatus.Request_ForDiscussion:
                //
                this.gvSwitchDetails.Visible = false;
                //hide Buttons[Save, Switch, Cancel] for Switch Function
                this.divSwitch.Visible = false;

                //hide Buttons[Approve, Reject] for Amend Function
                this.divAmend.Visible = false;

                //
                this.lblSwitchStatusTitle.Visible = false;
                this.lblSwitchStatusValue.Visible = false;

                //show
                this.lblTitle_ProposedSwitch.Visible    = true;
                this.divRequestforDiscussion.Visible    = true;
                this.lblSwitchClientDescription.Visible = true;
                //this.table1_container.Visible = true;
                this.gvSwitchDetailsClient.Visible = true;

                clsSwitch_Client requestClientSwitch = new clsSwitch_Client(Portfolio().propSwitch.propSwitchID);
                populateSwitchDetailsClient(requestClientSwitch);
                canEditGridView(false);
                break;

            case (int)clsSwitch.enumSwitchStatus.Approved:
                this.btnSave.Disabled   = true;
                this.btnSwitch.Disabled = true;
                this.btnCancel.Enabled  = false;
                canEditGridView(false);
                this.btnComplete.Visible = true;
                break;

            case (int)clsSwitch.enumSwitchStatus.Locked:
                //disable Buttons[Save, Switch, Cancel]
                this.btnSave.Disabled   = true;
                this.btnSwitch.Disabled = true;
                this.btnCancel.Enabled  = false;
                canEditGridView(false);
                break;

            case (int)clsSwitch.enumSwitchStatus.Declined_Client:
                this.btnSave.Disabled   = false;
                this.btnSwitch.Disabled = false;
                this.btnCancel.Enabled  = true;
                canEditGridView(true);
                break;

            default:
                break;
            }
        }
        private void showhideAmendArea(bool isShow)
        {

            if (isShow)
            {
                strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
                strPortfolioID = Session[clsSystem_Session.strSession.tempportfolioid.ToString()].ToString();
                strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
                //clsPortfolio objPortfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);

                clsSwitch_Client objSwitch_Client = new clsSwitch_Client((int)ViewState["intSwitchID"]);

                this.populateAmendSwitch(objSwitch_Client.propSwitchDetails);
                Session["SwitchDetails_Client"] = objSwitch_Client.propSwitchDetails;

                this.lblTitle_AmendSwitch.Visible = true;
                this.lblSwitchStatusTitle.Visible = true;
                this.lblSwitchStatusValue.Visible = true;
            }
            else
            {
                this.populateAmendSwitch(null);

                this.lblTitle_AmendSwitch.Visible = false;
                this.lblSwitchStatusTitle.Visible = false;
                this.lblSwitchStatusValue.Visible = false;
            }

        }
Пример #8
0
        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);
            }
        }
Пример #9
0
        private void pageStatus(int intStatus)
        {
            switch (intStatus)
            {
                case (int)clsSwitch.enumSwitchStatus.Proposed:
                    //disable Buttons[Save, Switch]
                    this.btnSave.Disabled = true;
                    this.btnSwitch.Disabled = true;
                    canEditGridView(false);
                    break;
                case (int)clsSwitch.enumSwitchStatus.Amended:
                    //hide Buttons[Save, Switch, Cancel] for Switch Function
                    this.divSwitch.Visible = false;

                    //hide Buttons[Amend, Resubmit, Cancel] for Request for Discussion Function
                    this.divRequestforDiscussion.Visible = false;
                    
                    //
                    //this.lblSwitchStatusTitle.Visible = false;
                    //this.lblSwitchStatusValue.Visible = false;
                    //show
                    this.divAmend.Visible = true;
                    this.lblTitle_ProposedSwitch.Visible = true;
                    this.lblSwitchClientDescription.Visible = true;
                    //this.table1_container.Visible = true;
                    this.gvSwitchDetailsClient.Visible = true;

                    clsSwitch_Client amendClientSwitch = new clsSwitch_Client(Portfolio().propSwitch.propSwitchID);
                    populateSwitchDetailsClient(amendClientSwitch);
                    canEditGridView(false);
                    break;
                case (int)clsSwitch.enumSwitchStatus.Request_ForDiscussion:
                    //
                    this.gvSwitchDetails.Visible = false;
                    //hide Buttons[Save, Switch, Cancel] for Switch Function
                    this.divSwitch.Visible = false;

                    //hide Buttons[Approve, Reject] for Amend Function
                    this.divAmend.Visible = false;
                    
                    //
                    this.lblSwitchStatusTitle.Visible = false;
                    this.lblSwitchStatusValue.Visible = false;

                    //show
                    this.lblTitle_ProposedSwitch.Visible = true;
                    this.divRequestforDiscussion.Visible = true;
                    this.lblSwitchClientDescription.Visible = true;
                    //this.table1_container.Visible = true;
                    this.gvSwitchDetailsClient.Visible = true;

                    clsSwitch_Client requestClientSwitch = new clsSwitch_Client(Portfolio().propSwitch.propSwitchID);
                    populateSwitchDetailsClient(requestClientSwitch);
                    canEditGridView(false);
                    break;
                case (int)clsSwitch.enumSwitchStatus.Approved:
                    this.btnSave.Disabled = true;
                    this.btnSwitch.Disabled = true;
                    this.btnCancel.Enabled = false;
                    canEditGridView(false);
                    this.btnComplete.Visible = true;
                    break;
                case (int)clsSwitch.enumSwitchStatus.Locked:
                    //disable Buttons[Save, Switch, Cancel]
                    this.btnSave.Disabled = true;
                    this.btnSwitch.Disabled = true;
                    this.btnCancel.Enabled = false;
                    canEditGridView(false);
                    break;
                case (int)clsSwitch.enumSwitchStatus.Declined_Client:
                    this.btnSave.Disabled = false;
                    this.btnSwitch.Disabled = false;
                    this.btnCancel.Enabled = true;
                    canEditGridView(true);
                    break;
                default:
                    break;
            }
        }
Пример #10
0
        private void populateSwitchDetailsClient(clsSwitch_Client oSwitchClient)
        {
            this.lblSwitchClientDescription.Text = oSwitchClient.propDescription;
            gvSwitchDetailsViewLabelStatusValue.Text = oSwitchClient.propStatusString;
            gvSwitchDetailsClient.DataSource = oSwitchClient.propSwitchDetails;
            gvSwitchDetailsClient.DataBind();

            Label gvSwitchDetailsClientFooterLabelTotalValue = (Label)gvSwitchDetailsClient.FooterRow.Cells[3].FindControl("gvSwitchDetailsClientFooterLabelTotalValue");
            gvSwitchDetailsClientFooterLabelTotalValue.Text = oSwitchClient.propSwitchDetails[oSwitchClient.propSwitchDetails.Count - 1].propTotalValue.ToString("n0");
            Label gvSwitchDetailsClientFooterLabelTotalTargetAllocation = (Label)gvSwitchDetailsClient.FooterRow.Cells[4].FindControl("gvSwitchDetailsClientFooterLabelTotalTargetAllocation");
            gvSwitchDetailsClientFooterLabelTotalTargetAllocation.Text = oSwitchClient.propSwitchDetails[oSwitchClient.propSwitchDetails.Count - 1].propTotalAllocation.ToString("n2");

            Session["SwitchDetailsClient"] = oSwitchClient.propSwitchDetails;
        }
Пример #11
0
 public clsPortfolio(string strClientID , string strPortfolioID, string strUserId) {
     getPortfolioHeader(strClientID, strPortfolioID);
     this.listPortfolioDetails = getPortfolioDetails(strClientID, strPortfolioID);
     this.Switch = new clsSwitch(this, strUserId);
     this.SwitchClient = new clsSwitch_Client(propSwitch.propSwitchID);
 }