public static void MergeRows(GridView gridView)
{
try
{
string strPrevAsset = string.Empty;
foreach (GridViewRow gvr in gridView.Rows)
{
string strAsset = string.Empty;
Label tbAllocationPercent = (Label)gvr.FindControl("lblAssetClasses");
if (tbAllocationPercent != null && tbAllocationPercent.Text != string.Empty)
{
strAsset = tbAllocationPercent.Text;
if (strPrevAsset == strAsset)
{
tbAllocationPercent.Text = string.Empty;
}
}
strPrevAsset = strAsset;
}
}
catch (Exception ex)
{
exceptionlog exLog = new exceptionlog();
exLog.message = ex.Message + " class: GapSummary Method: MergeRows";
exLog.source = ex.Source;
string strtmp = ex.StackTrace;
strtmp = strtmp.Replace('\r', ' ');
strtmp = strtmp.Replace('\n', ' ');
exLog.stacktrace = strtmp;
exLog.targetsitename = ex.TargetSite.Name;
ActivityStatusDAO activityStatus = new ActivityStatusDAO();
activityStatus.logException(exLog);
}
}
public string getZPlanStatus(string caseid)
{
string status = "";
ActivityStatusDAO dao = new ActivityStatusDAO();
activitystatus activityStatusPerdet = null;
//activitystatus activityStatusPrDet = null;
activitystatus activityStatusAssetLiab = null;
activitystatus activityStatusIncomeExpense = null;
activitystatus activityStatusMza = null;
activityStatusPerdet = dao.getActivityForCaseid(caseid, "personaldetail");
//activityStatusPrDet = dao.getActivityForCaseid(caseid, "prioritydetail");
activityStatusAssetLiab = dao.getActivityForCaseid(caseid, "assetliability");
activityStatusIncomeExpense = dao.getActivityForCaseid(caseid, "incomeexpense");
activityStatusMza = dao.getActivityForCaseid(caseid, "myzurichadviser");
if (activityStatusPerdet != null && activityStatusAssetLiab != null && activityStatusIncomeExpense != null && activityStatusMza != null)
{
if (activityStatusPerdet.status == "incomplete" || activityStatusAssetLiab.status == "incomplete" || activityStatusIncomeExpense.status == "incomplete" || activityStatusMza.status == "incomplete")
{
status = "Incomplete";
}
else
{
status = "Complete";
}
}
else
{
status = "Incomplete";
}
return status;
}
private bool savePortFolioModel()
{
try
{
if ((optnAgreeRiskProfileYes.Selected == true && lblRiskProfile.Text != "Capital Preservation") || (optnAgreeRiskProfileNo.Selected == true && ddlRiskProfileList.SelectedIndex > 1))
{
if (!validateAllRequiredFields())
{
return false;
}
}
int riskProfileId = -1;
switch (strProfileName)
{
case "Capital Preservation":
riskProfileId = 0;
break;
case "Cautious":
riskProfileId = 1;
break;
case "Moderately Cautious":
riskProfileId = 2;
break;
case "Balanced":
riskProfileId = 3;
break;
case "Moderately Adventurous":
riskProfileId = 4;
break;
case "Adventurous":
riskProfileId = 5;
break;
default:
break;
}
bool agreeRiskProfile = true;
if (optnAgreeRiskProfileYes.Selected == true)
{
agreeRiskProfile = true;
}
if (optnAgreeRiskProfileNo.Selected == true)
{
agreeRiskProfile = false;
}
string newRiskProfile = "-1";
newRiskProfile = ddlRiskProfileList.SelectedValue.ToString();
bool followAssetAllocationOnRiskProfileYesNo = false;
if (optnAssetAllocRiskProfile1.Selected == true)
{
followAssetAllocationOnRiskProfileYesNo = true;
}
if (optnAssetAllocRiskProfile2.Selected == true)
{
followAssetAllocationOnRiskProfileYesNo = false;
}
//True = Fund Risk Plottor, False = Fund Selection
bool assetAllocationOnRiskProfileYesNo = false;
if (optnAllocRiskProfile1.Selected == true)
{
assetAllocationOnRiskProfileYesNo = true;
}
if (optnAllocRiskProfile2.Selected == true)
{
assetAllocationOnRiskProfileYesNo = false;
}
bool includeNonCoreFundsYesNo = false;
if (optnNonCoreFunds1.Selected == true)
{
includeNonCoreFundsYesNo = true;
}
if (optnNonCoreFunds2.Selected == true)
{
includeNonCoreFundsYesNo = false;
}
int premiumSelect = -1;
if (optnPremiumSelect1.Selected == true)
{
premiumSelect = 0;
}
if (optnPremiumSelect2.Selected == true)
{
premiumSelect = 1;
}
double premiumAmount = 0;
double premiumPercent = 0;
double totalPremiumAmount = 0;
if (premium.Text != null && premium.Text != "")
{
premiumAmount = Convert.ToDouble(premium.Text);
}
string paymentMode = "-1";
paymentMode = ddlPaymentMode.SelectedValue.ToString();
List<int> lstAssetId = new List<int>();
List<int> lstFundId = new List<int>();
List<int> lstAllocationPercent = new List<int>();
List<int> lstAmount = new List<int>();
DataTable dtPortFolioBuilderDetail = new DataTable();
dtPortFolioBuilderDetail.Columns.Add("AssetId", typeof(string));
dtPortFolioBuilderDetail.Columns.Add("FundId", typeof(string));
dtPortFolioBuilderDetail.Columns.Add("AllocationPercent", typeof(string));
dtPortFolioBuilderDetail.Columns.Add("Amount", typeof(string));
List<GridViewRow> gvRows = new List<GridViewRow>();
if (optnAssetAllocRiskProfile1.Selected == true && (optnNonCoreFunds1.Selected == true || optnNonCoreFunds2.Selected == true))
{
if (!validateFundAllocation())
{
return false;
}
foreach (GridViewRow gvRow in grdNonCoreFunds.Rows)
{
gvRows.Add(gvRow);
}
}
if (optnAssetAllocRiskProfile2.Selected == true && optnAllocRiskProfile1.Selected == true)
{
if (!validateFundPlotter())
{
return false;
}
foreach (GridViewRow gvRow in grdFundRiskPlotter.Rows)
{
gvRows.Add(gvRow);
}
foreach (GridViewRow gvRow in grdSecondaryFunds.Rows)
{
gvRows.Add(gvRow);
}
}
if (optnAssetAllocRiskProfile2.Selected == true && optnAllocRiskProfile2.Selected == true)
{
if (!ValidateFundSelection())
{
return false;
}
foreach (GridViewRow gvRow in grdFundsSelection.Rows)
{
gvRows.Add(gvRow);
}
}
if (gvRows != null)
{
foreach (GridViewRow gvr in gvRows)
{
Label lblAssedId = (Label)gvr.FindControl("lblAssetId");
Label lblFundId = (Label)gvr.FindControl("lblFundId");
TextBox tbAllocationPercent = (TextBox)gvr.FindControl("txtAllocation");
TextBox tbAmount = (TextBox)gvr.FindControl("txtAmount");
string iAssetId = lblAssedId.Text;
string iFundId = lblFundId.Text;
string strAllocationPercent = tbAllocationPercent.Text;
string strAmount = tbAmount.Text;
double totalPercent = 0;
double totalpremiumAmt = 0;
if ((strAllocationPercent != null && strAllocationPercent != "" && Convert.ToDouble(strAllocationPercent) > 0) ||
(strAmount != null && strAmount != "" && Convert.ToDouble(strAmount) > 0))
{
if (strAllocationPercent == null || strAllocationPercent == "")
{
strAllocationPercent = "0";
}
if ( Convert.ToDouble(strAllocationPercent) == 0)
{
continue;
}
//{
totalPercent = Convert.ToDouble(strAllocationPercent);
//}
if (strAmount == null || strAmount == "")
{
strAmount = "0";
}
//else
//{
totalpremiumAmt = Convert.ToDouble(strAmount);
//}
dtPortFolioBuilderDetail.Rows.Add(iAssetId, iFundId, strAllocationPercent, strAmount);
}
premiumPercent = premiumPercent + totalPercent;
totalPremiumAmount = totalPremiumAmount + totalpremiumAmt;
//if (txtTotalPremium.Text != null && txtTotalPremium.Text != "")
//{
//premiumPercent = Convert.ToDouble(txtTotalPremium.Text);
//}
}
PortFolioModellingDAO portFolioDAO = new PortFolioModellingDAO();
bool bResult = portFolioDAO.SavePortFolioBuilderInfo(caseID,
riskProfileId,
agreeRiskProfile,
newRiskProfile,
followAssetAllocationOnRiskProfileYesNo,
assetAllocationOnRiskProfileYesNo,
includeNonCoreFundsYesNo,
premiumSelect,
premiumAmount,
paymentMode,
premiumPercent,
totalPremiumAmount,
dtPortFolioBuilderDetail);
if (bResult)
{
string actv = "";
if (ViewState["activity"] != null)
{
actv = ViewState["activity"].ToString();
}
string status = activityStatusCheck.getPortfolioBuilderStatus(premiumPercent);
activityStatusDao.saveOrUpdateActivityStatus(caseID, actv, status);
cst.Value = markStatusOnTab(caseID);
ScriptManager.RegisterStartupScript(this, typeof(string), "TabStatus", "tabstatus('"+cst.Value+"');", true);
string caseStatus = activityStatusCheck.getZPlanStatus(caseID);
string url = Server.MapPath("~/_layouts/Zurich/Printpages/");
pdfData = activityStatusCheck.sendDataToSalesPortal(caseID, caseStatus, url, sendPdf);
LoadPortFolioDetails();
if ((txtTotalPremium.Text != string.Empty && (Convert.ToInt32(txtTotalPremium.Text) < 100))
&& !(optnAgreeRiskProfileNo.Selected == true && ddlRiskProfileList.SelectedIndex == 1))
{
lblSubmitMessageLessThan100.Visible = true;
lblSubmitMessage.Visible = false;
}
else
{
lblSubmitMessageLessThan100.Visible = false;
lblSubmitMessage.Visible = true;
}
return true;
}
}
}
catch (Exception ex)
{
exceptionlog exLog = new exceptionlog();
exLog.message = ex.Message + " class: PortFolioModelling Method: SavePortFolioModel";
exLog.source = ex.Source;
string strtmp = ex.StackTrace;
strtmp = strtmp.Replace('\r', ' ');
strtmp = strtmp.Replace('\n', ' ');
exLog.stacktrace = strtmp;
exLog.targetsitename = ex.TargetSite.Name;
ActivityStatusDAO activityStatus = new ActivityStatusDAO();
activityStatus.logException(exLog);
}
return false;
}
protected void Page_Load(object sender, EventArgs e)
{
activity = activityStatusDao.getActivity(11);
ViewState["activity"] = activity;
premium.Style["TEXT-ALIGN"] = TextAlign.Right.ToString();
txtTotalPremium.Style["TEXT-ALIGN"] = TextAlign.Right.ToString();
txtAllocationAmtTotal.Style["TEXT-ALIGN"] = TextAlign.Right.ToString();
lblTotal.Style["TEXT-ALIGN"] = TextAlign.Right.ToString();
//followAssetAllocationOnRiskProfile.Attributes.Add("onclick", "return confirm('Data will be lost when?');");
//nonCoreFunds.Attributes.Add("onclick", "return confirm('Are you sure?');");
//allocationBasedOnRiskProfile.Attributes.Add("onclick", "return confirm('Are you sure?');");
//optnAgreeRiskProfile.Attributes.Add("onclick", "showChangeRiskProfileMessage();");
premium.Attributes.Add("onblur", "roundOffValues();");
txtTotalPremium.Attributes.Add("onblur", "roundOffValues();");
txtAllocationAmtTotal.Attributes.Add("onblur", "roundOffValues();");
// txtTotalPremium.Attributes.Add("OnKeyPress", "DisableTyping();");
txtTotalPremium.BackColor = Color.LightGray;
txtAllocationAmtTotal.BackColor = Color.LightGray;
try
{
if (!IsPostBack)
{
string menuCaseId = Request.QueryString["caseid"];
if (Session["fnacaseid"] != null)
{
caseID = Session["fnacaseid"].ToString();
}
if (menuCaseId != null && menuCaseId != "")
{
caseID = menuCaseId;
}
ViewState["caseid"] = caseID;
activityId.Value = caseID;
HideFieldsOnFormLoad();
string strLclRiskProfileName = LoadRiskProfileDetails(caseID);
if (strLclRiskProfileName == null || strLclRiskProfileName == string.Empty)
{
EnableDisableControls(false);
btnBackFundPlotter.Enabled = true;
btnNextFundPlotter.Enabled = true;
btnBackPortFolioModel.Enabled = true;
btnNextPortFolioModel.Enabled = true;
return;
}
else
{
EnableDisableControls(true);
}
if (ViewState["strProfileName"] != null)
{
strProfileName = ViewState["strProfileName"].ToString();
}
if (ViewState["strRiskProfileID"] != null)
{
strRiskProfileID = ViewState["strRiskProfileID"].ToString();
}
LoadPortFolioDetails();
if ((txtTotalPremium.Text != string.Empty && (Convert.ToInt32(txtTotalPremium.Text) < 100))
&& !(optnAgreeRiskProfileNo.Selected == true && ddlRiskProfileList.SelectedIndex == 1))
{
//if (lblSubmitMessageLessThan100.Visible == false)
//{
if (optnAgreeRiskProfileYes.Selected == true && lblRiskProfile.Text == "Capital Preservation")
{
lblAllocationLessThan100.Visible = false;
}
else
{
lblAllocationLessThan100.Visible = true;
}
//}
}
}
else
{
if (ViewState["caseid"] != null)
{
caseID = ViewState["caseid"].ToString();
}
if (ViewState["strProfileName"] != null)
{
strProfileName = ViewState["strProfileName"].ToString();
}
if (ViewState["strRiskProfileID"] != null)
{
strRiskProfileID = ViewState["strRiskProfileID"].ToString();
}
}
cst.Value = markStatusOnTab(caseID);
}
catch (Exception ex)
{
exceptionlog exLog = new exceptionlog();
exLog.message = ex.Message + " class: PortFolioModelling Method: Page_Load";
exLog.source = ex.Source;
string strtmp = ex.StackTrace;
strtmp = strtmp.Replace('\r', ' ');
strtmp = strtmp.Replace('\n', ' ');
exLog.stacktrace = strtmp;
exLog.targetsitename = ex.TargetSite.Name;
ActivityStatusDAO activityStatus = new ActivityStatusDAO();
activityStatus.logException(exLog);
}
}
private void logException(Exception ex, string methodName)
{
exceptionlog exLog = new exceptionlog();
exLog.message = ex.Message + " class: PortFolioModellingDAO Method: " + methodName;
exLog.source = ex.Source;
string strtmp = ex.StackTrace;
strtmp = strtmp.Replace('\r', ' ');
strtmp = strtmp.Replace('\n', ' ');
exLog.stacktrace = strtmp;
exLog.targetsitename = ex.TargetSite.Name;
ActivityStatusDAO activityStatus = new ActivityStatusDAO();
activityStatus.logException(exLog);
}