protected void Page_Load(object sender, EventArgs e) { string caseId = Request.QueryString["caseId"].ToString(); RiskProfileDAO dao = new RiskProfileDAO(); RiskProfileAnalysis riskProfileAnalysis = dao.getRiskProfileForCase(caseId); String url = "~/_layouts/Zurich/images/Content/"; String core_image = ""; String non_core_image = ""; switch (riskProfileAnalysis.riskProfileName) { case "Adventurous": { core_image = "core_adventurous.png"; non_core_image = "noncore_adventurous.png"; break; } case "Balanced": { core_image = "core_balanced.png"; non_core_image = "noncore_balanced.png"; break; } case "Cautious": { core_image = "core_cautious.png"; non_core_image = "noncore_cautious.png"; break; } case "Moderately Adventurous": { core_image = "core_moderately_adventorous.png"; non_core_image = "noncore_moderately_adventurous.png"; break; } case "Moderately Cautious": { core_image = "core_moderately_cautious.png"; non_core_image = "noncore_moderately_cautious.png"; break; } default: { core_image = ""; non_core_image = ""; break; } } String coreurl = url + core_image; String noncoreurl = url + non_core_image; sectionAImage.ImageUrl = coreurl; sectionBImage.ImageUrl = noncoreurl; }
protected void riskProfileSubmit(object sender, EventArgs e) { string caseId = ""; if (ViewState["caseId"] != null) { caseId = ViewState["caseId"].ToString(); } caseNumber.Value = caseId; RiskProfileAnalysis riskProfile = new RiskProfileAnalysis(); RiskProfileDAO dao = new RiskProfileDAO(); RiskProfileAnalysis riskProfileAnalysis = dao.getRiskProfileForCase(caseId); string status = "new"; if (riskProfileAnalysis != null) { status = "update"; copyRiskProfileBaseClass(riskProfile); } else { riskProfile.caseId = caseId; copyRiskProfileBaseClass(riskProfile); } if (status == "new") { dao.saveNewRiskProfile(riskProfile); } else { riskProfile.caseId = caseId; dao.updateRiskProfileDetails(riskProfile, "riskApetite"); } string actv = ""; if (ViewState["activity"] != null) { actv = ViewState["activity"].ToString(); } string cstatus = activityStatusCheck.getRiskProfileStatus(riskProfile); activityStatusDao.saveOrUpdateActivityStatus(caseId, actv, cstatus); PortFolioModellingDAO poftFolioDAO = new PortFolioModellingDAO(); poftFolioDAO.DeletePoftFolioBuilderForCapitalPreservation(caseId); markStatusOnTab(caseId); string caseStatus = activityStatusCheck.getZPlanStatus(caseId); string url = Server.MapPath("~/_layouts/Zurich/Printpages/"); pdfData = activityStatusCheck.sendDataToSalesPortal(caseId, caseStatus, url, sendPdf); populateRiskProfile(riskProfile,caseId); riskProfileSaveSuccess.Visible = true; }
protected void Page_Load(object sender, EventArgs e) { activity = activityStatusDao.getActivity(9); ViewState["activity"] = activity; riskProfileSaveSuccess.Visible = false; if (!IsPostBack) { string nextCaseId = Request.Form["caseid"]; string menuCaseId = Request.QueryString["caseid"]; string helperUsed = Request.Form["helperUsed"]; if (nextCaseId != null && nextCaseId != "") { caseId = nextCaseId; } if (menuCaseId != null && menuCaseId != "") { caseId = menuCaseId; } if (Session["fnacaseid"] != null) { caseId = Session["fnacaseid"].ToString(); } //string url = "popitup('/_layouts/Zurich/RiskProfile/ShowPortfolioModel.aspx?caseId=" + caseId + "');"; //ShowPortfolioModelButton.Attributes.Add("onClick", url); ViewState["caseId"] = caseId; activityId.Value = caseId; RiskProfileDAO dao = new RiskProfileDAO(); RiskProfileAnalysis riskProfileAnalysis=null; if (caseId != null || caseId != "") { riskProfileAnalysis = dao.getRiskProfileForCase(caseId); } if (riskProfileAnalysis != null) { populateRiskProfile(riskProfileAnalysis, caseId); } } markStatusOnTab(caseId); }
public List<string> printErrorMessages(RiskProfileAnalysis riskProfileAnalysis) { List<string> list = new List<string>(); if (riskProfileAnalysis != null) { RiskProfileDAO dao = new RiskProfileDAO(); DAO.DTO.RiskProfile profile= dao.populateRiskProfile(riskProfileAnalysis); Utility.checkEmptyField(profile.riskApetiteQuestion1, list, "Please enter the Risk Appetite Question 1"); Utility.checkEmptyField(profile.riskApetiteQuestion2, list, "Please enter the Risk Appetite Question 2"); Utility.checkEmptyField(profile.riskApetiteQuestion3, list, "Please enter the Risk Appetite Question 3"); Utility.checkEmptyField(profile.riskApetiteQuestion4, list, "Please enter the Risk Appetite Question 4"); Utility.checkEmptyField(profile.measuringRiskTakingAbilityQuestion1, list, "Please enter the risk Taking Ability Question 5"); Utility.checkEmptyField(profile.measuringRiskTakingAbilityQuestion2, list, "Please enter the risk Taking Ability Question 6"); Utility.checkEmptyField(profile.measuringRiskTakingAbilityQuestion3, list, "Please enter the risk Taking Ability Question 7"); Utility.checkEmptyField(profile.measuringRiskTakingAbilityQuestion4, list, "Please enter the risk Taking Ability Question 8"); } return list; }
public void populateRiskProfile(RiskProfileAnalysis riskProfile,string caseId) { int riskApetiteQuestions = 0; int riskTakingAbilityQuestions = 0; int riskApetiteQuestionsScore = 0; int riskTakingAbilityquestionsScore = 0; RiskProfileDAO dao = new RiskProfileDAO(); RiskProfileAnalysis riskProfileAnalysis = dao.getRiskProfileForCase(riskProfile.caseId); if (riskProfileAnalysis.riskApetiteQuestion1option1 == "true") { riskApetiteQuestions += 1; riskApetiteQuestionsScore += -16; riskApetiteQuestion1option1.Checked = true; } if (riskProfileAnalysis.riskApetiteQuestion1option2 == "true") { riskApetiteQuestionsScore += -3; riskApetiteQuestions += 1; riskApetiteQuestion1option2.Checked = true; } if (riskProfileAnalysis.riskApetiteQuestion1option3 == "true") { riskApetiteQuestionsScore += 2; riskApetiteQuestions += 1; riskApetiteQuestion1option3.Checked = true; } if (riskProfileAnalysis.riskApetiteQuestion1option4 == "true") { riskApetiteQuestionsScore += 8; riskApetiteQuestions += 1; riskApetiteQuestion1option4.Checked = true; } if (riskProfileAnalysis.riskApetiteQuestion1option5 == "true") { riskApetiteQuestionsScore += 12; riskApetiteQuestions += 1; riskApetiteQuestion1option5.Checked = true; } if (riskProfileAnalysis.riskApetiteQuestion1option6 == "true") { riskApetiteQuestionsScore += 16; riskApetiteQuestions += 1; riskApetiteQuestion1option6.Checked = true; } if (riskProfileAnalysis.riskApetiteQuestion2option1 == "true") { riskApetiteQuestionsScore += 1; riskApetiteQuestions += 1; riskApetiteQuestion2option1.Checked = true; } if (riskProfileAnalysis.riskApetiteQuestion2option2 == "true") { riskApetiteQuestionsScore += 2; riskApetiteQuestions += 1; riskApetiteQuestion2option2.Checked = true; } if (riskProfileAnalysis.riskApetiteQuestion2option3 == "true") { riskApetiteQuestionsScore += 4; riskApetiteQuestions += 1; riskApetiteQuestion2option3.Checked = true; } if (riskProfileAnalysis.riskApetiteQuestion2option4 == "true") { riskApetiteQuestionsScore += 5; riskApetiteQuestions += 1; riskApetiteQuestion2option4.Checked = true; } if (riskProfileAnalysis.riskApetiteQuestion3option1 == "true") { riskApetiteQuestionsScore += -4; riskApetiteQuestions += 1; riskApetiteQuestion3option1.Checked = true; } if (riskProfileAnalysis.riskApetiteQuestion3option2 == "true") { riskApetiteQuestionsScore += 1; riskApetiteQuestions += 1; riskApetiteQuestion3option2.Checked = true; } if (riskProfileAnalysis.riskApetiteQuestion3option3 == "true") { riskApetiteQuestionsScore += 4; riskApetiteQuestions += 1; riskApetiteQuestion3option3.Checked = true; } if (riskProfileAnalysis.riskApetiteQuestion3option4 == "true") { riskApetiteQuestionsScore += 5; riskApetiteQuestions += 1; riskApetiteQuestion3option4.Checked = true; } if (riskProfileAnalysis.riskApetiteQuestion3option5 == "true") { riskApetiteQuestionsScore += 6; riskApetiteQuestions += 1; riskApetiteQuestion3option5.Checked = true; } if (riskProfileAnalysis.riskApetiteQuestion4option1 == "true") { riskApetiteQuestionsScore += 1; riskApetiteQuestions += 1; riskApetiteQuestion4option1.Checked = true; } if (riskProfileAnalysis.riskApetiteQuestion4option2 == "true") { riskApetiteQuestionsScore += 3; riskApetiteQuestions += 1; riskApetiteQuestion4option2.Checked = true; } if (riskProfileAnalysis.riskApetiteQuestion4option3 == "true") { riskApetiteQuestionsScore += 5; riskApetiteQuestions += 1; riskApetiteQuestion4option3.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion1option1 == "true") { riskTakingAbilityquestionsScore += -3; riskTakingAbilityQuestions += 1; measuringRiskTakingAbilityQuestion1option1.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion1option2 == "true") { riskTakingAbilityquestionsScore += 0; riskTakingAbilityQuestions += 1; measuringRiskTakingAbilityQuestion1option2.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion1option3 == "true") { riskTakingAbilityquestionsScore += 3; riskTakingAbilityQuestions += 1; measuringRiskTakingAbilityQuestion1option3.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion1option4 == "true") { riskTakingAbilityquestionsScore += 5; riskTakingAbilityQuestions += 1; measuringRiskTakingAbilityQuestion1option4.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion2option1 == "true") { riskTakingAbilityquestionsScore += 0; riskTakingAbilityQuestions += 1; measuringRiskTakingAbilityQuestion2option1.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion2option2 == "true") { riskTakingAbilityquestionsScore += 3; riskTakingAbilityQuestions += 1; measuringRiskTakingAbilityQuestion2option2.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion2option3 == "true") { riskTakingAbilityquestionsScore += 5; riskTakingAbilityQuestions += 1; measuringRiskTakingAbilityQuestion2option3.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion3option1 == "true") { riskTakingAbilityquestionsScore += 0; riskTakingAbilityQuestions += 1; measuringRiskTakingAbilityQuestion3option1.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion3option2 == "true") { riskTakingAbilityquestionsScore += 2; riskTakingAbilityQuestions += 1; measuringRiskTakingAbilityQuestion3option2.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion3option3 == "true") { riskTakingAbilityquestionsScore += 3; riskTakingAbilityQuestions += 1; measuringRiskTakingAbilityQuestion3option3.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion3option4 == "true") { riskTakingAbilityquestionsScore += 5; riskTakingAbilityQuestions += 1; measuringRiskTakingAbilityQuestion3option4.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion4option1 == "true") { riskTakingAbilityquestionsScore += 0; riskTakingAbilityQuestions += 1; measuringRiskTakingAbilityQuestion4option1.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion4option2 == "true") { riskTakingAbilityquestionsScore += 2; riskTakingAbilityQuestions += 1; measuringRiskTakingAbilityQuestion4option2.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion4option3 == "true") { riskTakingAbilityquestionsScore += 3; riskTakingAbilityQuestions += 1; measuringRiskTakingAbilityQuestion4option3.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion4option4 == "true") { riskTakingAbilityquestionsScore += 5; riskTakingAbilityQuestions += 1; measuringRiskTakingAbilityQuestion4option4.Checked = true; } if (riskProfileAnalysis.agreeWithRiskProfileoption2 == "true") { isPreferredRiskProfile.Value = "true"; } else isPreferredRiskProfile.Value = "false"; if (riskProfileAnalysis != null) { if (riskApetiteQuestions == 4) riskTakingAppetiteLabel.InnerText = riskApetiteQuestionsScore + ""; if (riskTakingAbilityQuestions == 4) riskTakingAbilityLabel.InnerText = riskTakingAbilityquestionsScore + ""; if (riskProfileAnalysis.riskProfileName != null) { if ((riskApetiteQuestions == 4) && (riskTakingAbilityQuestions == 4)) { finalRiskProfile.InnerText = riskProfileAnalysis.riskProfileName; } } } activityId.Value = caseId; if (riskProfileAnalysis != null) { List<string> errors = printErrorMessages(riskProfileAnalysis); this.ErrorRepeater.DataSource = errors; this.ErrorRepeater.DataBind(); } }
protected string LoadRiskProfileDetails(string caseID) { RiskProfileDAO riskProfile = new RiskProfileDAO(); RiskProfileAnalysis riskProfileDetails = riskProfile.getRiskProfileForCase(caseID); if (riskProfileDetails != null) { if (riskProfileDetails.riskProfileValue != null) { ViewState["strRiskProfileID"] = riskProfileDetails.riskProfileValue; } if (riskProfileDetails.riskProfileName != null) { ViewState["strProfileName"] = riskProfileDetails.riskProfileName; } return riskProfileDetails.riskProfileName; } else { return string.Empty; } }
protected string GetRiskProfileName() { string strRiskProfileName = string.Empty; RiskProfileDAO riskProfile = new RiskProfileDAO(); RiskProfileAnalysis riskProfileDetails = riskProfile.getRiskProfileForCase(caseID); if (riskProfileDetails != null) { if (riskProfileDetails.riskProfileName != null) { strRiskProfileName = riskProfileDetails.riskProfileName; } } return strRiskProfileName; }
public void populateRiskProfile(RiskProfileAnalysis riskProfileAnalysis, string caseId) { if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion1option1 == "true") { measuringRiskTakingAbilityQuestion1option1.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion1option2 == "true") { measuringRiskTakingAbilityQuestion1option2.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion1option3 == "true") { measuringRiskTakingAbilityQuestion1option3.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion1option4 == "true") { measuringRiskTakingAbilityQuestion1option4.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion2option1 == "true") { measuringRiskTakingAbilityQuestion2option1.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion2option2 == "true") { measuringRiskTakingAbilityQuestion2option2.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion2option3 == "true") { measuringRiskTakingAbilityQuestion2option3.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion3option1 == "true") { measuringRiskTakingAbilityQuestion3option1.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion3option2 == "true") { measuringRiskTakingAbilityQuestion3option2.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion3option3 == "true") { measuringRiskTakingAbilityQuestion3option3.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion3option4 == "true") { measuringRiskTakingAbilityQuestion3option4.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion4option1 == "true") { measuringRiskTakingAbilityQuestion4option1.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion4option2 == "true") { measuringRiskTakingAbilityQuestion4option2.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion4option3 == "true") { measuringRiskTakingAbilityQuestion4option3.Checked = true; } if (riskProfileAnalysis.measuringRiskTakingAbilityQuestion4option4 == "true") { measuringRiskTakingAbilityQuestion4option4.Checked = true; } if (riskProfileAnalysis.agreeWithRiskProfileoption2 == "true") { isPreferredRiskProfile.Value = "true"; } else isPreferredRiskProfile.Value = "false"; if (riskProfileAnalysis != null) { RiskProfileDAO dao = new RiskProfileDAO(); int score = dao.calculateRiskProfileAbilityForPopulate(riskProfileAnalysis); //RiskProfileValue.InnerText = score + ""; } activityId.Value = caseId; }
protected void riskProfileSubmit(object sender, EventArgs e) { string caseId = ""; if (ViewState["caseId"] != null) { caseId = ViewState["caseId"].ToString(); } //string caseId="2020"; caseNumber.Value = caseId; RiskProfileAnalysis riskProfile = new RiskProfileAnalysis(); RiskProfileDAO dao = new RiskProfileDAO(); RiskProfileAnalysis riskProfileAnalysis = dao.getRiskProfileForCase(caseId); string status = "new"; if (riskProfileAnalysis != null) { status = "update"; copyRiskProfileBaseClass(riskProfile); } else { riskProfile.caseId = caseId; copyRiskProfileBaseClass(riskProfile); } if (status == "new") { dao.saveNewRiskProfile(riskProfile); } else { riskProfile.caseId = caseId; dao.updateRiskProfileDetails(riskProfile,"measuringRiskTakingAbility"); } populateRiskProfile(riskProfile, caseId); }
protected void Page_Load(object sender, EventArgs e) { string caseId = ""; if (!IsPostBack) { string nextCaseId = Request.Form["caseid"]; string menuCaseId = Request.QueryString["caseid"]; string helperUsed = Request.Form["helperUsed"]; if (nextCaseId != null && nextCaseId != "") { caseId = nextCaseId; } if (menuCaseId != null && menuCaseId != "") { caseId = menuCaseId; } string url = "popitup('/_layouts/Zurich/RiskProfile/ShowPortfolioModel.aspx?caseId=" + caseId + "');"; ShowPortfolioModelButton.Attributes.Add("onClick", url); ViewState["caseId"] = caseId; activityId.Value = caseId; RiskProfileDAO dao = new RiskProfileDAO(); RiskProfileAnalysis riskProfileAnalysis = null; if (caseId != null || caseId != "") { riskProfileAnalysis = dao.getRiskProfileForCase(caseId); } if (riskProfileAnalysis != null) { populateRiskProfile(riskProfileAnalysis, caseId); } } }