private void button1_Click(object sender, EventArgs e)
{
if (cboMasterRecord.SelectedIndex == -1)
{
MessageBox.Show("Error: You must select a master record. Please correct and try again.", "Error!", MessageBoxButtons.OK);
return;
}
if (cboMonthlyData.SelectedIndex == -1)
{
MessageBox.Show("Error: You must select an option for monthly data. Please correct and try again.", "Error!", MessageBoxButtons.OK);
return;
}
Guid masterFundId = ((Fund)((ListItem)cboMasterRecord.SelectedItem).HiddenObject).FundId;
Guid minorFundId;
if (masterFundId == fund1.FundId)
{
minorFundId = fund2.FundId;
}
else
{
minorFundId = fund1.FundId;
}
try
{
frmSplashScreen ss = new frmSplashScreen();
ss.Show();
Application.DoEvents();
if (cboMonthlyData.SelectedIndex == 0)
{
Business.Entities.Fund.Disable(minorFundId, frmMain_Parent.CurrentUser.UserId);
}
else if (cboMonthlyData.SelectedIndex == 1)
{
Business.Entities.Fund.MergeRecordsWithOverwrite(masterFundId, minorFundId, frmMain_Parent.CurrentUser.UserId);
}
else if (cboMonthlyData.SelectedIndex == 2)
{
Business.Entities.Fund.MergeRecordsWithCopy(masterFundId, minorFundId, frmMain_Parent.CurrentUser.UserId);
}
ss.Close();
MessageBox.Show("Records successfully merged!", "Success!", MessageBoxButtons.OK);
frmMain_Parent.LoadDuplicateRecordsDgv();
this.Close();
}
catch (Exception ex)
{
frmError _frmError = new frmError(frmMain_Parent, ex);
}
}
public frmTask(frmMain _frmMain)
{
frmSplashScreen _frmSplashScreen = new frmSplashScreen();
_frmSplashScreen.Show();
Application.DoEvents();
InitializeComponent();
#region IMessageFilter Methods
Application.AddMessageFilter(this);
controlsToMove.Add(this.label26);
controlsToMove.Add(this.label39);
controlsToMove.Add(this.panel7);
controlsToMove.Add(this.panel16);
controlsToMove.Add(this.pictureBox1);
#endregion
frmMain_Parent = _frmMain;
comboBoxRegarding.Items.Clear();
foreach (DataRow dr in Account.GetActiveCustomers().Rows)
{
comboBox3.Items.Add(new ListItem(dr["Account"].ToString(), dr["AccountId"].ToString()));
}
foreach (DataRow dr in Fund.GetAllTickers().Rows)
{
comboBoxRegarding.Items.Add(new ListItem(dr["Ticker"].ToString() + " - " + dr["FundName"].ToString(), dr["FundId"].ToString()));
}
foreach (DataRow dr in Manager.GetActive().Rows)
{
comboBox2.Items.Add(new ListItem(dr["Full Name"].ToString() + ", " + dr["Credentials"].ToString(), dr["ManagerId"].ToString()));
}
foreach (DataRow dr in Task.GetTaskNames().Rows)
{
comboBox1.Items.Add(new ListItem(dr["TaskName"].ToString(), dr["TaskTypeId"].ToString()));
}
foreach (User _user in User.ActiveUsers())
{
comboBoxOwner.Items.Add(new ListItem(_user.FullName, _user.UserId.ToString()));
}
comboBox1.Select();
this.Show();
_frmSplashScreen.Close();
}
public frmFund(frmMain mf, Guid _fundId, string benchMark = null)
{
frmSplashScreen ss = new frmSplashScreen();
ss.Show();
Application.DoEvents();
InitializeComponent();
frmMain_Parent = mf;
this.MaximumSize = Screen.PrimaryScreen.WorkingArea.Size;
Application.AddMessageFilter(this);
controlsToMove.Add(label26);
controlsToMove.Add(lblFundName);
controlsToMove.Add(panel8);
controlsToMove.Add(panel16);
CurrentFund = new Fund(_fundId, null);
fundFormOpen();
LoadPlansDgv();
getAdvisors();
lblFundName.Text = Fields.NullHandler(CurrentFund.FundName);
lblInvestmentId.Text = Fields.NullHandler(CurrentFund.Ticker);
if (benchMark != null)
{
cboBench.Text = benchMark;
}
Text = CurrentFund.FundName;
label26.Text = "Investment Services Program - " + CurrentFund.FundName;
if (CurrentFund.InceptionDate == null)
{
lblInceptionDate.Text = Fields.NullHandler(null);
}
else
{
lblInceptionDate.Text = ((DateTime)CurrentFund.InceptionDate).ToString("MMM yyyy");
}
lblFundAssets.Text = FormatMoneyWithAbbreviations(CurrentFund.FundAssets);
if (CurrentFund.TimeTableId != null)
{
label12.Text = "| As of " + CurrentFund.AsOfDate;
if (CurrentFund.YearValue != DateTime.Now.Year)
lblRetYTD.Text = CurrentFund.YearValue.ToString();
else
lblRetYTD.Text = "YTD";
lblRetY1.Text = (CurrentFund.YearValue - 1).ToString();
lblRetY2.Text = (CurrentFund.YearValue - 2).ToString();
lblRetY3.Text = (CurrentFund.YearValue - 3).ToString();
lblRetY4.Text = (CurrentFund.YearValue - 4).ToString();
lblRetY5.Text = (CurrentFund.YearValue - 5).ToString();
lblRetY6.Text = (CurrentFund.YearValue - 6).ToString();
lblRetY7.Text = (CurrentFund.YearValue - 7).ToString();
lblRetY8.Text = (CurrentFund.YearValue - 8).ToString();
lblRetY9.Text = (CurrentFund.YearValue - 9).ToString();
lblRetY10.Text = (CurrentFund.YearValue - 10).ToString();
}
else
{
label12.Text = "| No monthly data exists for this fund";
}
lblTopTenHolding.Text = Fields.NullHandler(CurrentFund.Top10Holdings);
lblExpenseRatio.Text = Fields.NullHandler(CurrentFund.GrossExpenseRatio);
lblNumberHolding.Text = Fields.NullHandler(CurrentFund.TotNumOfHoldings);
lblTurnoverRatio.Text = Fields.NullHandler(CurrentFund.TurnoverRatio);
lblAvgEffDuration.Text = Fields.NullHandler(CurrentFund.AvgEffectiveDuration);
lblPeYield.Text = Fields.NullHandler(CurrentFund.PeYield);
lblPbYield.Text = Fields.NullHandler(CurrentFund.PbYield);
lblTrailingReturnYTD.Text = Fields.NullHandler(CurrentFund.TrailingReturnYTD);
lblTrailingReturnM1.Text = Fields.NullHandler(CurrentFund.TrailingReturnM1);
lblFundRetYTD.Text = Fields.NullHandler(CurrentFund.TrailingReturnYTD);
lblFundRetY1.Text = Fields.NullHandler(CurrentFund.AnnRetY1);
lblFundRetY2.Text = Fields.NullHandler(CurrentFund.AnnRetY2);
lblFundRetY3.Text = Fields.NullHandler(CurrentFund.AnnRetY3);
lblFundRetY4.Text = Fields.NullHandler(CurrentFund.AnnRetY4);
lblFundRetY5.Text = Fields.NullHandler(CurrentFund.AnnRetY5);
lblFundRetY6.Text = Fields.NullHandler(CurrentFund.AnnRetY6);
lblFundRetY7.Text = Fields.NullHandler(CurrentFund.AnnRetY7);
lblFundRetY8.Text = Fields.NullHandler(CurrentFund.AnnRetY8);
lblFundRetY9.Text = Fields.NullHandler(CurrentFund.AnnRetY9);
lblFundRetY10.Text = Fields.NullHandler(CurrentFund.AnnRetY10);
ss.Close();
this.Show();
}
public frmAccount(frmMain mf, Guid accountId, FormClosedEventHandler Close = null)
{
frmSplashScreen ss = new frmSplashScreen();
ss.Show();
Application.DoEvents();
InitializeComponent();
frmMain_Parent = mf;
this.MaximumSize = Screen.PrimaryScreen.WorkingArea.Size;
Application.AddMessageFilter(this);
controlsToMove.Add(this.panel1);
controlsToMove.Add(this.panel7);
controlsToMove.Add(this.panel12);
controlsToMove.Add(this.panel16);
controlsToMove.Add(this.label1);
controlsToMove.Add(this.label23);
controlsToMove.Add(this.label30);
controlsToMove.Add(this.label39);
FormClosed += Close;
loadObservationFields();
CurrentAccount = new Account(accountId);
txtName.Text = CurrentAccount.Name;
this.Text = CurrentAccount.Name;
label18.Text = CurrentAccount.Name;
label23.Text = CurrentAccount.Name;
label30.Text = CurrentAccount.Name;
txtEngagements.Text = CurrentAccount.Engagements;
txtPrimaryContactName.Text = CurrentAccount.PrimaryContact.Name;
txtPrimaryContactEmail.Text = CurrentAccount.PrimaryContact.Email;
assetvalue.Text = CurrentAccount.Revenue;
txtPhone.Text = CurrentAccount.Telephone;
txtFax.Text = CurrentAccount.Fax;
txtAddressLine1.Text = CurrentAccount.PrimaryAddress.Line1;
txtAddressLine2.Text = CurrentAccount.PrimaryAddress.Line2;
txtAddressCity.Text = CurrentAccount.PrimaryAddress.City;
txtAddressState.Text = CurrentAccount.PrimaryAddress.State;
txtAddressZip.Text = CurrentAccount.PrimaryAddress.Zip;
txtCommitteeMembers.Text = CurrentAccount.CommitteeMembers;
txtRecordKeepers.Text = CurrentAccount.RecordKeepers;
txtCustodians.Text = CurrentAccount.Custodians;
foreach (DataRow dr in ISP.Business.Entities.Plan.GetAssociatedFromAccount(accountId).Rows)
{
cboSelectedPlan.Items.Add(new Utilities.ListItem(dr["Name"].ToString(), dr["ID"].ToString()));
}
if (cboSelectedPlan.Items.Count > 0)
{
cboSelectedPlan.SelectedIndex = 0;
}
if (txtPrimaryContactName.Text == "" || txtPrimaryContactName.Text == null)
{
txtPrimaryContactName.Cursor = System.Windows.Forms.Cursors.Arrow;
}
comboBox5.Items.Clear();
comboBox6.Items.Clear();
comboBox5.Items.Add(new ListItem("No Instructions On File", null));
comboBox6.Items.Add(new ListItem("No Instructions On File", null));
foreach (DataRow dr in Benchmarks.Get().Rows)
{
comboBox5.Items.Add(new ListItem(dr["FundName"].ToString(), dr["FundID"].ToString()));
comboBox6.Items.Add(new ListItem(dr["FundName"].ToString(), dr["FundID"].ToString()));
}
ss.Close();
this.Show();
}
public frmManager(frmMain _frmMain, Guid managerId)
{
frmSplashScreen _frmSplashScreen = new frmSplashScreen();
_frmSplashScreen.Show();
Application.DoEvents();
InitializeComponent();
#region IMessageFilter Methods
Application.AddMessageFilter(this);
controlsToMove.Add(this.pnlFormHeader);
controlsToMove.Add(this.pnlHeader);
controlsToMove.Add(this.lblHeader);
#endregion
frmMain_Parent = _frmMain;
this.MaximumSize = Screen.PrimaryScreen.WorkingArea.Size;
ManagerId = managerId;
PopulateManagerCredentialsCbo();
PopulateFundRoleCbo();
PopulatePersonalAssetsCbo();
tabMain.SelectedIndex = 0;
try
{
Manager = new Manager(managerId);
lblHeader.Text = Manager.FullName;
Text = Manager.FullName;
txtFirstName.Text = Manager.FirstName;
txtMiddleName.Text = Manager.MiddleName;
txtLastName.Text = Manager.LastName;
txtBiography.Text = Manager.Biography;
txtResponsibilities.Text = Manager.PortfolioResponsibilities;
txtBeganAsPm.Text = Manager.BecamePortfolioManagerYear;
txtBeganAsAnalyst.Text = Manager.BecameAnalystYear;
PopulateManagerCredentialsLst();
PopulateManagerEducationList();
paginationAdvisors = new Pagination(dgvAdvisors, Advisors.GetAssociatedFromManager((Guid)managerId));
dgvAdvisors.Columns[0].Visible = false;
paginationFunds = new Pagination(dgvFunds, Fund.GetAssociatedFromManager((Guid)managerId));
dgvFunds.Columns[0].Visible = false;
dgvFunds.Columns[1].Visible = false;
}
catch (Exception _exception)
{
frmError _frmError = new frmError(frmMain_Parent, _exception);
}
this.Show();
_frmSplashScreen.Close();
}
public frmAdvisor(frmMain frmMain_Parent, Guid advisorId, FormClosedEventHandler Close = null)
{
frmSplashScreen ss = new frmSplashScreen();
ss.Show();
Application.DoEvents();
InitializeComponent();
mf_parent = frmMain_Parent;
LoadManagementRolesCbo();
this.MaximumSize = Screen.PrimaryScreen.WorkingArea.Size;
this.MouseWheel += new MouseEventHandler(pnlSummary_MouseWheel);
Application.AddMessageFilter(this);
controlsToMove.Add(this.pnlFormHeader);
controlsToMove.Add(this.pnlHeader);
controlsToMove.Add(this.lblHeader);
FormClosed += Close;
tabMain.SelectedIndex = 0;
AdvisorId = advisorId;
UserId = frmMain_Parent.CurrentUser.UserId;
try
{
UpdateResearchTypeCbo();
LoadManagement();
foreach (DataRow dr in ISP.Business.Entities.Advisors.GetAdvisorDetails(advisorId).Rows)
{
decimal fixedIncome = -1;
decimal equity = -1;
decimal other = -1;
if (String.IsNullOrEmpty(dr["AssetsFixedIncome"].ToString()) == false)
{
Decimal.TryParse(dr["AssetsFixedIncome"].ToString(), out fixedIncome);
}
if (String.IsNullOrEmpty(dr["AssetsEquity"].ToString()) == false)
{
Decimal.TryParse(dr["AssetsEquity"].ToString(), out equity);
}
if (String.IsNullOrEmpty(dr["AssetsOther"].ToString()) == false)
{
Decimal.TryParse(dr["AssetsOther"].ToString(), out other);
}
lblHeader.Text = dr["Name"].ToString();
txtName.Text = dr["Name"].ToString();
Text = dr["Name"].ToString();
label1.Text = "Investment Services Program - " + dr["Name"].ToString();
txtFounded.Text = dr["CompanyFounded"].ToString();
txtPhilosophies.Text = dr["InvestmentPhilosophy"].ToString();
txtConflicts.Text = dr["InterestConflicts"].ToString();
txtRights.Text = dr["ShareHolderRights"].ToString();
txtCompensation.Text = dr["CompensationStructure"].ToString();
cboProfessional.Text = dr["IsCultureProfessional"].ToString();
cboTransparent.Text = dr["IsCultureTransparent"].ToString();
cboMoral.Text = dr["IsCultureMoralStandardsHigh"].ToString();
cboProprietary.Text = dr["IsResearchProprietary"].ToString();
cboQuantitative.Text = dr["IsResearchQuantitative"].ToString();
cboFundamental.Text = dr["IsResearchFundamental"].ToString();
cboResearchType.Text = dr["ResearchTypeIdName"].ToString();
txtSize.Text = dr["StaffSize"].ToString();
txtCredential.Text = dr["StaffCredentials"].ToString();
txtExperience.Text = dr["StaffExperience"].ToString();
txtAnalystRatio.Text = dr["AnalystRatio"].ToString();
if (fixedIncome != -1)
{
txtFixed.Text = fixedIncome.ToString("C");
}
if (equity != -1)
{
txtEquity.Text = equity.ToString("C");
}
if (other != -1)
{
txtOther.Text = other.ToString("C");
}
}
}
catch (Exception ex)
{
frmError _frmError = new Presentation.Forms.frmError(frmMain_Parent, ex);
}
dgvFunds.DataSource = ISP.Business.Entities.Fund.GetAssociatedFromAdvisor(advisorId);
dgvFunds.Columns[0].Visible = false;
dgvMgrs.DataSource = ISP.Business.Entities.Manager.GetAssociatedFromAdvisor(advisorId);
dgvMgrs.Columns[0].Visible = false;
this.Show();
ss.Close();
}
