protected void Page_Load(object sender, EventArgs e) { try { SessionBo.CheckSession(); userVo = (UserVo)Session[SessionContents.UserVo]; customerVo = (CustomerVo)Session[SessionContents.CustomerVo]; rmVo = (RMVo)Session[SessionContents.RmVo]; userId = userVo.UserId; customerId = customerVo.CustomerId; customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerId); portfolioId = customerPortfolioVo.PortfolioId; Session[SessionContents.PortfolioId] = portfolioId; //lblMessage.Visible = false; //trlblerrormsg.Visible = false; lblMaturityMsg.Visible = false; lblLifeInsurance.Visible = false; lblGeneralInsurance.Visible = false; BindCustomerAssetMaturityDates(); BindAssetInvestments(); BindAssetCurrentValChart(); BindCustInsuranceDetails(); BindCustomerAlerts(); // Show unread messages ShowUnreadMessageAlert(); } catch (BaseApplicationException Ex) { throw Ex; } catch (Exception Ex) { BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex); NameValueCollection FunctionInfo = new NameValueCollection(); FunctionInfo.Add("Method", "AdvisorRMCustIndiDashboard.ascx:Page_Load()"); object[] objects = new object[10]; objects[0] = customerVo; objects[1] = userVo; objects[2] = customerMemberVo; objects[3] = rmVo; objects[4] = customerFamilyVo; objects[5] = customerFamilyList; objects[6] = customerPortfolioVo; objects[7] = userId; objects[8] = customerId; objects[9] = portfolioId; FunctionInfo = exBase.AddObject(FunctionInfo, objects); exBase.AdditionalInformation = FunctionInfo; ExceptionManager.Publish(exBase); throw exBase; } }
protected void ddlActionForProspect_OnSelectedIndexChanged(object sender, EventArgs e) { int userId = 0; UserBo userBo = new UserBo(); bool isGrpHead = false; CustomerVo customerVo = new CustomerVo(); CustomerPortfolioVo customerPortfolioVo = new CustomerPortfolioVo(); PortfolioBo portfolioBo = new PortfolioBo(); CustomerBo customerBo = new CustomerBo(); int ParentId; if (Session[SessionContents.PortfolioId] != null) { Session.Remove(SessionContents.PortfolioId); } LinkButton lnkAction = (LinkButton)sender; //RadComboBox ddlAction = (RadComboBox)sender; GridDataItem item = (GridDataItem)lnkAction.NamingContainer; ParentId = int.Parse(gvLeadList.MasterTableView.DataKeyValues[item.ItemIndex]["C_CustomerId"].ToString()); Session["ParentIdForDelete"] = ParentId; customerVo = customerBo.GetCustomer(ParentId); Session["CustomerVo"] = customerVo; isGrpHead = customerBo.CheckCustomerGroupHead(ParentId); //to set portfolio Id and its details customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(ParentId); //Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId; Session["customerPortfolioVo"] = customerPortfolioVo; Session["IsDashboard"] = "false"; customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(ParentId); if (customerVo.IsProspect == 0) { //Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId; //Session["customerPortfolioVo"] = customerPortfolioVo; //ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "RMCustomerIndividualDashboard", "loadcontrol('RMCustomerIndividualDashboard','login');", true); } else { isGrpHead = customerBo.CheckCustomerGroupHead(ParentId); if (isGrpHead == false) { ParentId = customerBo.GetCustomerGroupHead(ParentId); } else { ParentId = customerVo.CustomerId; } Session[SessionContents.FPS_ProspectList_CustomerId] = ParentId; Session[SessionContents.FPS_AddProspectListActionStatus] = "View"; ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "pageloadscript", "loadcontrol('AddProspectList','login');", true); //Session[SessionContents.FPS_TreeView_Status] = "FinanceProfile"; } }
protected void ddlTradeAccountNos_SelectedIndexChanged(object sender, EventArgs e) { if (ddlTradeAccountNos.SelectedValue != "-1") { CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo(); CustomerAccountsVo customerAccountsVo = new CustomerAccountsVo(); CustomerPortfolioVo customerPortfolioVo = new CustomerPortfolioVo(); PortfolioBo portfolioBo = new PortfolioBo(); CustomerVo customerVo = customerBo.GetCustomer(Convert.ToInt32(txtParentCustomerId.Value)); customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerVo.CustomerId); customerAccountsVo = customerTransactionBo.GetCustomerEQAccountDetails(int.Parse(ddlTradeAccountNos.SelectedValue.ToString()), customerPortfolioVo.PortfolioId); if (rdoDelivery.Checked) { hidBrokerRate.Value = customerAccountsVo.BrokerageDeliveryPercentage.ToString(); } else { hidBrokerRate.Value = customerAccountsVo.BrokerageSpeculativePercentage.ToString(); } hidOtherCharges.Value = customerAccountsVo.OtherCharges.ToString(); } else { hidBrokerRate.Value = "0"; hidOtherCharges.Value = "0"; } }
protected void btnSubmit_Click(object sender, EventArgs e) { PortfolioBo portfolioBo = new PortfolioBo(); String statusMsg = string.Empty; int totalFoliosMoved = 0; CustomerPortfolioVo portfolioVo = new CustomerPortfolioVo(); if (txtCustomerId.Value != string.Empty) { portfolioVo = portfolioBo.GetCustomerDefaultPortfolio(Convert.ToInt32(txtCustomerId.Value)); if (portfolioVo.PortfolioId < 1) { lblMessage.Text = "No default Portfolio found for the selected customer."; lblMessage.Visible = true; return; } } else { lblMessage.Text = "Please select a customer."; lblMessage.Visible = true; return; } foreach (GridViewRow dr in gvMFFolio.Rows) { CheckBox checkBox = (CheckBox)dr.FindControl("chkBox"); if (checkBox.Checked) { int MFAccountId = Convert.ToInt32(gvMFFolio.DataKeys[dr.RowIndex].Values[0]); bool isUpdated = PortfolioBo.TransferFolio(MFAccountId, portfolioVo.PortfolioId); if (isUpdated) { totalFoliosMoved++; } else { statusMsg += "<br/>Error occurred while moving folio with mutual fund accountId " + MFAccountId + ".<br/>"; } } } if (totalFoliosMoved > 0) { statusMsg += "<b style='color:Green'>Total Folios moved = " + totalFoliosMoved + "</b>"; } //lblMessage.Text = statusMsg; //lblMessage.Visible = true; lblTransferMsg.Text = statusMsg; divMessage.Attributes.Add("class", "yellow-box"); BindFolioGridView(); }
protected void Page_Load(object sender, EventArgs e) { try { SessionBo.CheckSession(); userVo = (UserVo)Session["userVo"]; customerVo = (CustomerVo)Session["customerVo"];//SessionContents.CustomerVo; if (Session[SessionContents.PortfolioId] != null) { portfolioId = Int32.Parse(Session[SessionContents.PortfolioId].ToString()); } else { customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerVo.CustomerId); Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId; portfolioId = customerPortfolioVo.PortfolioId; } if (!IsPostBack) { ErrorMessage.Visible = false; BindPortfolioDropDown(); LoadGridview(portfolioId); } } catch (BaseApplicationException Ex) { throw Ex; } catch (Exception Ex) { BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex); NameValueCollection FunctionInfo = new NameValueCollection(); FunctionInfo.Add("Method", "ViewInsuranceDetails.ascx:Page_Load()"); object[] objects = new object[3]; objects[0] = userVo; objects[1] = customerVo; objects[2] = portfolioId; FunctionInfo = exBase.AddObject(FunctionInfo, objects); exBase.AdditionalInformation = FunctionInfo; ExceptionManager.Publish(exBase); throw exBase; } }
protected void btnAddTradeAccount_Click(object sender, EventArgs e) { CustomerPortfolioVo customerPortfolioVo = new CustomerPortfolioVo(); PortfolioBo portfolioBo = new PortfolioBo(); CustomerVo customerVo = customerBo.GetCustomer(Convert.ToInt32(txtParentCustomerId.Value)); customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerVo.CustomerId); Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId; Session["CustomerVo"] = customerVo; SaveCurrentPageState(); string queryString = "?prevPage=MultipleEqEntry"; Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loadcontrol('CustomerEQAccountAdd','" + queryString + "');", true); //Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loadcontrol('CustomerEQAccountAdd','none')", true); //ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "leftpane", "loadcontrol('CustomerEQAccountAdd','none');", true); }
private bool ValidateUserLogin(string userAccountId, string isWerp) { string strOnlineAdviser = "0"; bool isValidUser = false; UserBo userBo = new UserBo(); AssociatesVO associatesVo = new AssociatesVO(); AdvisorBranchVo advisorBranchVo = new AdvisorBranchVo(); AssociatesUserHeirarchyVo associatesUserHeirarchyVo = new AssociatesUserHeirarchyVo(); AdvisorBo advisorBo = new AdvisorBo(); BoDematAccount boDematAccount = new BoDematAccount(); AssociatesBo associatesBo = new AssociatesBo(); AdvisorStaffBo advisorStaffBo = new AdvisorStaffBo(); CustomerBo customerBo = new CustomerBo(); AdvisorBranchBo advisorBranchBo = new AdvisorBranchBo(); PortfolioBo portfolioBo = new PortfolioBo(); CustomerPortfolioVo customerPortfolioVo = new CustomerPortfolioVo(); strOnlineAdviser = ConfigurationSettings.AppSettings["ONLINE_ADVISER"].ToString(); if (string.IsNullOrEmpty(isWerp)) { userVo = userBo.GetUserAccountDetails(userAccountId, Convert.ToInt32(strOnlineAdviser)); } else { advisorVo = (AdvisorVo)Session["advisorVo"]; userVo = userBo.GetUserAccountDetails(userAccountId, advisorVo.advisorId); } if (!string.IsNullOrEmpty(isWerp)) { if (userVo != null) { customerVo = customerBo.GetCustomerInfo(userVo.UserId); isValidUser = true; } Session["CustomerVo"] = customerVo; } else if (userVo != null) { isValidUser = true; List <string> roleList = new List <string>(); string branchLogoSourcePath; string sourcePath; string potentialHomePage = string.Empty; roleList = userBo.GetUserRoles(userVo.UserId); if (userVo.UserType == "Customer") { customerVo = customerBo.GetCustomerInfo(userVo.UserId); advisorVo = advisorBo.GetAdvisor(advisorBranchBo.GetBranch(customerVo.BranchId).AdviserId); if (customerVo.IsProspect == 0) { customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerVo.CustomerId); Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId; } rmVo = advisorStaffBo.GetAdvisorStaffDetails(customerVo.RmId); Session[SessionContents.LogoPath] = advisorVo.LogoPath; Session[SessionContents.CurrentUserRole] = "Customer"; Session[SessionContents.UserTopRole] = "Customer"; branchLogoSourcePath = "Images/" + userBo.GetRMBranchLogo(rmVo.RMId); sourcePath = "Images/" + userBo.GetRMLogo(rmVo.RMId); Session[SessionContents.LogoPath] = sourcePath; Session[SessionContents.BranchLogoPath] = branchLogoSourcePath; Session["CustomerVo"] = customerVo; Session["DematAccountVo"] = boDematAccount.GetCustomerActiveDematAccount(customerVo.CustomerId); UserBo.AddLoginTrack(userVo.LoginId, string.Empty, true, HttpContext.Current.Request.ServerVariables["REMOTE_ADDR"], HttpContext.Current.Request.UserAgent, userVo.UserId); } Session["UserVo"] = userVo; Session["advisorVo"] = advisorVo; Session["rmVo"] = rmVo; SetAdviserPreference(); //Session["Theme"] = advisorVo.theme; //Session["refreshTheme"] = true; Session[SessionContents.LogoPath] = advisorVo.LogoPath; } return(isValidUser); }
protected void Page_Load(object sender, EventArgs e) { try { SessionBo.CheckSession(); customerVo = (CustomerVo)Session["CustomerVo"]; rmVo = (RMVo)Session["RmVo"]; userVo = (UserVo)Session["userVo"]; if (userVo.UserType == "Advisor") { adviserVo = (AdvisorVo)Session["advisorVo"]; adviserId = adviserVo.advisorId; } else if (userVo.UserType == "RM") { adviserId = int.Parse(Session["adviserId"].ToString()); } adviserId = ((AdvisorVo)Session["advisorVo"]).advisorId; GetLatestValuationDate(); if (!IsPostBack) { if (Session[SessionContents.PortfolioId] != null) { portfolioId = int.Parse(Session[SessionContents.PortfolioId].ToString()); } else { customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerVo.CustomerId); Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId; portfolioId = customerPortfolioVo.PortfolioId; } BindPortfolioDropDown(); LoadChartsAndGrids(); } else { portfolioId = int.Parse(Session[SessionContents.PortfolioId].ToString()); BindPortfolioDropDown(); } } catch (BaseApplicationException Ex) { throw Ex; } catch (Exception Ex) { BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex); NameValueCollection FunctionInfo = new NameValueCollection(); FunctionInfo.Add("Method", "PortfolioDashboard.ascx:Page_Load()"); object[] objects = new object[6]; objects[0] = customerVo; objects[1] = userVo; objects[2] = rmVo; objects[3] = adviserVo; objects[4] = customerPortfolioVo; objects[5] = adviserId; FunctionInfo = exBase.AddObject(FunctionInfo, objects); exBase.AdditionalInformation = FunctionInfo; ExceptionManager.Publish(exBase); throw exBase; } }
//protected void gvCustomerPortfolio_RowDataBound(object sender, GridViewRowEventArgs e) //{ // customerPortfolioList = portfolioBo.GetCustomerPortfolios(customerVo.CustomerId); // DataTable dt = new DataTable(); // dt.Columns.Add("PortfolioId"); // dt.Columns.Add("lblPortfolioName"); // DataRowView drv = e.Row.DataItem as DataRowView; // if (e.Row.RowType == DataControlRowType.DataRow) // { // DropDownList ddlType; // ddlType = e.Row.FindControl("ddlType") as DropDownList; // RadioButton rbtn; // rbtn = e.Row.FindControl("rbtnPortfolio") as RadioButton; // if (ddlType != null) // { // ddlType.DataSource = BindPortfolioType(path); // ddlType.DataTextField = "PortfolioType"; // ddlType.DataValueField = "PortfolioTypeCode"; // ddlType.DataBind(); // customerPortfolioVo = new CustomerPortfolioVo(); // customerPortfolioVo = customerPortfolioList[gvCustomerPortfolio.Rows.Count]; // /*Bind the Selected Value to the Drop Down*/ // ddlType.SelectedValue = customerPortfolioVo.PortfolioTypeCode.ToString(); // if (customerPortfolioVo.IsMainPortfolio == 1) // { // rbtn.Checked = true; // } // else // { // rbtn.Checked = false; // } // } // } // if (e.Row.RowType == DataControlRowType.Footer) // { // DropDownList ddlAddType; // ddlAddType = e.Row.FindControl("ddlAddType") as DropDownList; // if (ddlAddType != null) // { // ddlAddType.DataSource = BindPortfolioType(path); // ddlAddType.DataTextField = "PortfolioType"; // ddlAddType.DataValueField = "PortfolioTypeCode"; // ddlAddType.DataBind(); // ddlAddType.Items.Insert(0, "Select the Portfolio Type"); // } // } //} //protected void gvCustomerPortfolio_SelectedIndexChanged(object sender, EventArgs e) //{ // int index = int.Parse(gvCustomerPortfolio.SelectedRow.RowIndex.ToString()); // int portfolioId = int.Parse(gvCustomerPortfolio.DataKeys[index].Value.ToString()); // Session[SessionContents.PortfolioId] = portfolioId; // Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('PortfolioDashboard','none');", true); //} protected void btnAddPortfolio_Click(object sender, EventArgs e) { string newPortfolioName = string.Empty; string newPMSIdentifier = string.Empty; string newPortfolioType = "RGL"; int IsMainPortfolio; CustomerPortfolioBo customerPortfolioBo = new CustomerPortfolioBo(); CustomerPortfolioVo newCustomerPortfolioVo = new CustomerPortfolioVo(); GridViewRow footerRow = gvCustomerPortfolio.FooterRow; DropDownList ddl = (DropDownList)footerRow.FindControl("ddlAddType"); if (footerRow.Enabled) { if (((TextBox)footerRow.FindControl("txtPortfolioName")).Text.Trim() != "") { newPortfolioName = ((TextBox)footerRow.FindControl("txtPortfolioName")).Text; } if (((RadioButton)footerRow.FindControl("rbtnAddMainPortfolio")).Checked) { IsMainPortfolio = 1; foreach (GridViewRow oldrow in gvCustomerPortfolio.Rows) { ((RadioButton)oldrow.FindControl("rbtnPortfolio")).Checked = false; } } else { IsMainPortfolio = 0; } if (((DropDownList)footerRow.FindControl("ddlAddType")).SelectedItem.Value.Trim().ToString() != "") { if (ddl.SelectedIndex != 0) { newPortfolioType = ddl.SelectedItem.Value.ToString(); } } if (((TextBox)footerRow.FindControl("txtPMSIdentifier")).Text.Trim() != "") { if (newPortfolioType == "PMS") { newPMSIdentifier = ((TextBox)footerRow.FindControl("txtPMSIdentifier")).Text; } } if (newPMSIdentifier == "" && newPortfolioName == "" && ddl.SelectedIndex == 0) { } else { newCustomerPortfolioVo.CustomerId = customerVo.CustomerId; newCustomerPortfolioVo.IsMainPortfolio = IsMainPortfolio; newCustomerPortfolioVo.PMSIdentifier = newPMSIdentifier; newCustomerPortfolioVo.PortfolioName = newPortfolioName; newCustomerPortfolioVo.PortfolioTypeCode = newPortfolioType; portfolioBo.CreateCustomerPortfolio(newCustomerPortfolioVo, userVo.UserId); newPMSIdentifier = string.Empty; newPortfolioName = string.Empty; } } foreach (GridViewRow dr in gvCustomerPortfolio.Rows) { if (((Label)dr.FindControl("lblPortfolioName")).Text.Trim() != "") { newPortfolioName = ((Label)dr.FindControl("lblPortfolioName")).Text; } if (((RadioButton)dr.FindControl("rbtnPortfolio")).Checked) { IsMainPortfolio = 1; } else { IsMainPortfolio = 0; } if (((DropDownList)dr.FindControl("ddlType")).SelectedItem.Value.Trim().ToString() != "") { DropDownList ddlType = (DropDownList)dr.FindControl("ddlType"); newPortfolioType = ddlType.SelectedItem.Value.ToString(); } if (((Label)dr.FindControl("lblPMSIdentifier")).Text.Trim() != "") { if (newPortfolioType == "PMS") { newPMSIdentifier = ((Label)dr.FindControl("lblPMSIdentifier")).Text; } } else { newPMSIdentifier = string.Empty; } newCustomerPortfolioVo.CustomerId = customerVo.CustomerId; newCustomerPortfolioVo.IsMainPortfolio = IsMainPortfolio; newCustomerPortfolioVo.PMSIdentifier = newPMSIdentifier; newCustomerPortfolioVo.PortfolioName = newPortfolioName; newCustomerPortfolioVo.PortfolioTypeCode = newPortfolioType; if (((Label)dr.FindControl("PortfolioId")).Text.Trim() != "") { newCustomerPortfolioVo.PortfolioId = int.Parse(((Label)dr.FindControl("PortfolioId")).Text); } portfolioBo.UpdateCustomerPortfolio(newCustomerPortfolioVo, userVo.UserId); newPortfolioName = string.Empty; newPMSIdentifier = string.Empty; } customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerVo.CustomerId); Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId; // BindGrid BindGridView(); }
protected void Page_Load(object sender, EventArgs e) { path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString()); OnlineUserSessionBo.CheckSession(); userVo = (UserVo)Session["userVo"]; rmVo = (RMVo)Session["rmVo"]; adviserVo = (AdvisorVo)Session["advisorVo"]; customerVo = (CustomerVo)Session["CustomerVo"]; custPortVo = (CustomerPortfolioVo)Session["CustomerPortfolioVo"]; if (custPortVo == null) { custPortVo = portfolioBo.GetCustomerDefaultPortfolio(customerVo.CustomerId); } divValidationError.Visible = false; if (System.Web.HttpContext.Current.Session["BackOfficeUserId"] != null) { BackOfficeUserId = Convert.ToInt32(Session["BackOfficeUserId"]); } else { BackOfficeUserId = 0; } if (!IsPostBack) { clientMFAccessCode = boOnlineOrder.GetClientMFAccessStatus(customerVo.CustomerId); if (clientMFAccessCode == "FA") { AmcBind(); BindCategory(); ShowAvailableLimits(); //lnkOfferDoc.Visible = false; //lnkFactSheet.Visible = false; //lnkExitLoad.Visible = false; if (Request.QueryString["strAction"] != null && Request.QueryString["orderId"] != null && Request.QueryString["customerId"] != null) { strAction = Request.QueryString["strAction"].ToString(); orderIdForEdit = Convert.ToInt32(Request.QueryString["orderId"].ToString()); customerIdforEdit = Convert.ToInt32(Request.QueryString["customerId"].ToString()); } else if (Request.QueryString["accountId"] != null && Request.QueryString["SchemeCode"] != null) { int accountId = 0; int schemeCode = 0; int amcCode = 0; string category = string.Empty; int isSIPAvaliable = 0; accountId = int.Parse(Request.QueryString["accountId"].ToString()); schemeCode = int.Parse(Request.QueryString["SchemeCode"].ToString()); commonLookupBo.GetSchemeAMCCategory(schemeCode, out amcCode, out category, out isSIPAvaliable, 1); OnDrillDownBindControlValue(amcCode, category, accountId, schemeCode); DataViewOnEdit(); } btnSubmit.Text = "Submit"; if (strAction == "Edit") { BindSipDetailsForEdit(); DataViewOnEdit(); btnSubmit.Text = "Modify"; onlineMFOrderVo.Action = "Edit"; } } else { ShowMessage(boOnlineOrder.GetOnlineOrderUserMessage(clientMFAccessCode), 'I'); FreezeControls(); divControlContainer.Visible = false; divClientAccountBalance.Visible = false; } } }