private void fillCashFlowFromPlannerAssumption(PlannerAssumption plannerAssumption)
 {
     _cashFlow.ClientLifeExpected  = plannerAssumption.ClientLifeExpectancy;
     _cashFlow.ClientRetirementAge = plannerAssumption.ClientRetirementAge;
     _cashFlow.SpouseLifeExpected  = plannerAssumption.SpouseLifeExpectancy;
     _cashFlow.SpouseRetirementAge = plannerAssumption.SpouseRetirementAge;
 }
示例#2
0
        private PlannerAssumption convertToPlannerAssumptionObject(DataRow dr)
        {
            PlannerAssumption plannerAssumption = new PlannerAssumption();

            plannerAssumption.Id  = dr.Field <int>("ID");
            plannerAssumption.Pid = dr.Field <int>("PID");
            plannerAssumption.ClientRetirementAge          = dr.Field <int>("ClientRetirementAge");
            plannerAssumption.SpouseRetirementAge          = dr.Field <int>("SpouseRetirementAge");
            plannerAssumption.ClientLifeExpectancy         = dr.Field <int>("ClientLifeExpectancy");
            plannerAssumption.SpouseLifeExpectancy         = dr.Field <int>("SpouseLifeExpectancy");
            plannerAssumption.PreRetirementInflactionRate  = dr.Field <decimal>("PreRetirementInflactionRate");
            plannerAssumption.PostRetirementInflactionRate = dr.Field <decimal>("PostRetirementInflactionRate");
            plannerAssumption.EquityReturnRate             = dr.Field <decimal>("EquityReturnRate");
            plannerAssumption.DebtReturnRate  = dr.Field <decimal>("DebtReturnRate");
            plannerAssumption.OtherReturnRate = dr.Field <decimal>("OtherReturnRate");
            plannerAssumption.Decription      = dr.Field <string>("Description");
            plannerAssumption.UpdatedOn       = dr.Field <DateTime>("UpdatedOn");
            plannerAssumption.UpdatedBy       = dr.Field <int>("UpdatedBy");
            plannerAssumption.IsClientRetirmentAgeIsPrimary = dr.Field <bool>("ConsiderClientAgeForRetirment");
            plannerAssumption.ClientIncomeRise = dr.Field <decimal>("ClientIncomeRise");
            plannerAssumption.SpouseIncomeRise = dr.Field <decimal>("SpouseIncomeRise");
            plannerAssumption.OngoingExpRise   = dr.Field <decimal>("OngoingExpRise");
            plannerAssumption.PostRetirementInvestmentReturnRate = dr.Field <decimal>("PostRetirementInvestmentReturnRate");
            return(plannerAssumption);
        }
        public Result Update(PlannerAssumption PlannerAssumption)
        {
            var result = new Result();

            try
            {
                PlannerAssumptionService PlannerAssumptionService = new PlannerAssumptionService();
                PlannerAssumptionService.Update(PlannerAssumption);
                result.IsSuccess = true;
            }
            catch (Exception exception)
            {
                result.IsSuccess     = false;
                result.ExceptionInfo = exception;
            }
            return(result);
        }
        internal bool Update(PlannerAssumption PlannerAssumption)
        {
            try
            {
                FinancialPlanner.Common.JSONSerialization jsonSerialization = new FinancialPlanner.Common.JSONSerialization();
                string          apiurl          = Program.WebServiceUrl + "/" + UPDATE_PlannerAssumption_API;
                RestAPIExecutor restApiExecutor = new RestAPIExecutor();
                var             restResult      = restApiExecutor.Execute <PlannerAssumption>(apiurl, PlannerAssumption, "POST");

                return(true);
            }
            catch (Exception ex)
            {
                StackTrace st = new StackTrace();
                StackFrame sf = st.GetFrame(0);
                MethodBase currentMethodName = sf.GetMethod();
                LogDebug(currentMethodName.Name, ex);
                return(false);
            }
        }
示例#5
0
        public PlannerAssumption GetAll(int plannerId)
        {
            try
            {
                Logger.LogInfo("Get: PlannerAssumption process start");
                PlannerAssumption plannerAssumption = new PlannerAssumption();

                DataTable dtAppConfig = DataBase.DBService.ExecuteCommand(string.Format(SELECT_ALL, plannerId));
                foreach (DataRow dr in dtAppConfig.Rows)
                {
                    plannerAssumption = convertToPlannerAssumptionObject(dr);
                }
                Logger.LogInfo("Get: PlannerAssumption process completed.");
                return(plannerAssumption);
            }
            catch (Exception ex)
            {
                StackTrace st = new StackTrace();
                StackFrame sf = st.GetFrame(0);
                MethodBase currentMethodName = sf.GetMethod();
                LogDebug(currentMethodName.Name, ex);
                return(null);
            }
        }
        internal PlannerAssumption GetAll(int plannerId)
        {
            PlannerAssumption PlannerAssumptionObj = new PlannerAssumption();

            try
            {
                FinancialPlanner.Common.JSONSerialization jsonSerialization = new FinancialPlanner.Common.JSONSerialization();
                string apiurl = Program.WebServiceUrl + "/" + string.Format(GET_ALL_PlannerAssumption_API, plannerId);

                RestAPIExecutor restApiExecutor = new RestAPIExecutor();

                var restResult = restApiExecutor.Execute <IList <PlannerAssumption> >(apiurl, null, "GET");

                if (jsonSerialization.IsValidJson(restResult.ToString()))
                {
                    PlannerAssumptionObj = jsonSerialization.DeserializeFromString <PlannerAssumption>(restResult.ToString());
                }
                return(PlannerAssumptionObj);
            }
            catch (System.Net.WebException webException)
            {
                if (webException.Message.Equals("The remote server returned an error: (401) Unauthorized."))
                {
                    MessageBox.Show("You session has been expired. Please Login again.", "Session Expired", MessageBoxButtons.OK, MessageBoxIcon.Warning);
                }
                return(null);
            }
            catch (Exception ex)
            {
                StackTrace st = new StackTrace();
                StackFrame sf = st.GetFrame(0);
                MethodBase currentMethodName = sf.GetMethod();
                LogDebug(currentMethodName.Name, ex);
                return(null);
            }
        }
示例#7
0
 public void Update(PlannerAssumption PlannerAssumption)
 {
     try
     {
         string clientName =
             DataBase.DBService.ExecuteCommandScalar(string.Format(GET_CLIENT_NAME_QUERY, PlannerAssumption.Pid));
         string recordCount = DataBase.DBService.ExecuteCommandScalar(string.Format(SELECT_COUNT, PlannerAssumption.Pid));
         DataBase.DBService.BeginTransaction();
         if (recordCount != "0")
         {
             DataBase.DBService.ExecuteCommandString(string.Format(UPDATE_QUERY,
                                                                   PlannerAssumption.ClientRetirementAge,
                                                                   PlannerAssumption.SpouseRetirementAge,
                                                                   PlannerAssumption.ClientLifeExpectancy,
                                                                   PlannerAssumption.SpouseLifeExpectancy,
                                                                   PlannerAssumption.PreRetirementInflactionRate,
                                                                   PlannerAssumption.PostRetirementInflactionRate,
                                                                   PlannerAssumption.EquityReturnRate,
                                                                   PlannerAssumption.DebtReturnRate,
                                                                   PlannerAssumption.OtherReturnRate,
                                                                   PlannerAssumption.Decription,
                                                                   PlannerAssumption.UpdatedOn.ToString("yyyy-MM-dd hh:mm:ss"),
                                                                   PlannerAssumption.UpdatedBy,
                                                                   PlannerAssumption.IsClientRetirmentAgeIsPrimary,
                                                                   PlannerAssumption.ClientIncomeRise, PlannerAssumption.SpouseIncomeRise,
                                                                   PlannerAssumption.OngoingExpRise,
                                                                   PlannerAssumption.Id,
                                                                   PlannerAssumption.PostRetirementInvestmentReturnRate), true);
         }
         else
         {
             DataBase.DBService.ExecuteCommandString(string.Format(INSERT_QUERY,
                                                                   PlannerAssumption.Pid,
                                                                   PlannerAssumption.ClientRetirementAge,
                                                                   PlannerAssumption.SpouseRetirementAge,
                                                                   PlannerAssumption.ClientLifeExpectancy,
                                                                   PlannerAssumption.SpouseLifeExpectancy,
                                                                   PlannerAssumption.PreRetirementInflactionRate,
                                                                   PlannerAssumption.PostRetirementInflactionRate,
                                                                   PlannerAssumption.EquityReturnRate,
                                                                   PlannerAssumption.DebtReturnRate,
                                                                   PlannerAssumption.OtherReturnRate,
                                                                   PlannerAssumption.Decription,
                                                                   PlannerAssumption.CreatedOn.ToString("yyyy-MM-dd hh:mm:ss"),
                                                                   PlannerAssumption.CreatedBy,
                                                                   PlannerAssumption.UpdatedOn.ToString("yyyy-MM-dd hh:mm:ss"),
                                                                   PlannerAssumption.UpdatedBy,
                                                                   PlannerAssumption.IsClientRetirmentAgeIsPrimary,
                                                                   PlannerAssumption.ClientIncomeRise, PlannerAssumption.SpouseIncomeRise,
                                                                   PlannerAssumption.OngoingExpRise,
                                                                   PlannerAssumption.PostRetirementInvestmentReturnRate), true);
         }
         Activity.ActivitiesService.Add(ActivityType.UpdatePlannerAssumption, EntryStatus.Success,
                                        Source.Server, PlannerAssumption.UpdatedByUserName, clientName, PlannerAssumption.MachineName);
         DataBase.DBService.CommitTransaction();
     }
     catch (Exception ex)
     {
         DataBase.DBService.RollbackTransaction();
         StackTrace st = new StackTrace();
         StackFrame sf = st.GetFrame(0);
         MethodBase currentMethodName = sf.GetMethod();
         LogDebug(currentMethodName.Name, ex);
         throw ex;
     }
 }