public byte[] generatePdf(string caseid, string url)
{
byte[] pdfData = null;
try
{
//log start time generating pdf to db
/*exceptionlog exLg = new exceptionlog();
exLg.message = "starting time generating pdf before web service call = 0";
exLg.source = caseid;
exLg.stacktrace = DateTime.Now.ToString();
exLg.targetsitename = "";
dao.logException(exLg);
Stopwatch stpwatch = Stopwatch.StartNew();*/
//populate pdf byte array
GeneratePdf genPdf = new GeneratePdf();
MemoryStream output = genPdf.createPdf(caseid, url);
pdfData = output.ToArray();
//log end time generating pdf to db
/*exLg = new exceptionlog();
exLg.message = "ending time generating pdf before web service call = "+stpwatch.ElapsedMilliseconds;
exLg.source = caseid;
exLg.stacktrace = DateTime.Now.ToString();
exLg.targetsitename = "";
dao.logException(exLg);*/
}
catch (Exception excp)
{
//log exception to db
exceptionlog exLog = new exceptionlog();
exLog.message = excp.Message + " class: ActivityStatus Method: generatePdf Getting pdf byte array. activity id=" + caseid;
exLog.source = excp.Source;
string strtmp = excp.StackTrace;
strtmp = strtmp.Replace('\r', ' ');
strtmp = strtmp.Replace('\n', ' ');
exLog.stacktrace = strtmp;
exLog.targetsitename = excp.TargetSite.Name;
dao.logException(exLog);
}
return pdfData;
}
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 void cloneCase(string clonedFrom, string newId)
{
SqlConnection conn = DatabaseConnection.Connection.getConnection();
try
{
SqlCommand cmdUpdMaster = new SqlCommand("CloneCase", conn);
cmdUpdMaster.CommandType = CommandType.StoredProcedure;
cmdUpdMaster.Parameters.Add(new SqlParameter("@CloneFromID", clonedFrom));
cmdUpdMaster.Parameters.Add(new SqlParameter("@NewCaseID", newId));
cmdUpdMaster.ExecuteNonQuery();
}
catch (Exception e)
{
//log exception to db
exceptionlog exLog = new exceptionlog();
exLog.message = e.Message + " class: ActivityStatusDAO Method: cloneCase";
exLog.source = e.Source;
string strtmp = e.StackTrace;
strtmp = strtmp.Replace('\r', ' ');
strtmp = strtmp.Replace('\n', ' ');
exLog.stacktrace = strtmp;
exLog.targetsitename = e.TargetSite.Name;
logException(exLog);
}
finally
{
if (conn.State == ConnectionState.Open)
{
conn.Close();
}
}
}
protected void Page_Load(object sender, EventArgs e)
{
lblStatusSubmissionFailed.Visible = false;
lblStatusSubmitted.Visible = false;
lblZurichAdvFailed.Visible = false;
lblZurichAdvSuccess.Visible = false;
activity = activityStatusDao.getActivity(13);
ViewState["activity"] = activity;
ZPlanResponseDataContract zPlanResponse = null;
string clonedFrom = "";
if (!IsPostBack)
{
/*string nextCaseId = Request.Form["caseid"];
string menuCaseId = Request.QueryString["caseid"];
if (nextCaseId != null && nextCaseId != "")
{
caseid = nextCaseId;
}
if (menuCaseId != null && menuCaseId != "")
{
caseid = menuCaseId;
}*/
string activityID = string.Empty;
string country = string.Empty;
if (Request.Form["Country"] != null)
{
country = Request.Form["Country"].ToString();
}
string salesChannel = string.Empty;
if (Request.Form["SalesChannel"] != null)
{
salesChannel = Request.Form["SalesChannel"].ToString();
}
if (Request.Form["ActivityID"] != null)
{
activityID = Request.Form["ActivityID"].ToString();
//activityID = "1500";
ZPlanDataContract zPlanContract = new ZPlanDataContract();
zPlanContract.ActivityId = activityID;
zPlanContract.Activity = ActivityTypeEnum.ZPlan;
zPlanContract.Action = ActionEnumContracts.View;
UserInfoEntity ufo = new UserInfoEntity();
ufo.Country = country;
ufo.RoleType = salesChannel;
zPlanContract.UserInfo = ufo;
zPlanResponse = new ZPlanResponseDataContract();
try
{
BusinessServiceClient client = new BusinessServiceClient();
client.ClientCredentials.Windows.AllowedImpersonationLevel =
System.Security.Principal.TokenImpersonationLevel.Impersonation;
zPlanResponse = client.ManageZPlan(zPlanContract);
if (zPlanResponse != null)
{
salesportalinfo salesPortalDto = new salesportalinfo();
salesPortalDto.activityid = activityID;
salesPortalDto.activitytype = zPlanResponse.ActivityType;
salesPortalDto.caseid = zPlanResponse.CaseId;
salesPortalDto.redirecturl = zPlanResponse.RedirectUrl;
salesPortalDto.roletype = zPlanResponse.RoleType;
salesPortalDto.salesportalurl = zPlanResponse.SalesPortalUrl;
salesPortalDto.userfirstname = zPlanResponse.UserFirstName;
salesPortalDto.userid = zPlanResponse.UserId;
salesPortalDto.userlastname = zPlanResponse.UserLastName;
salesPortalDto.usertype = zPlanResponse.UserType;
salesPortalDto.casestatus = zPlanResponse.CaseStatus;
salesPortalDto.country = country;
salesPortalDto.saleschannel = salesChannel;
activityStatusDao.saveSalesPortalInfo(activityID, salesPortalDto);
caseid = zPlanResponse.ActivityId;
//check if ClonedFrom is sent from portal
if (zPlanResponse.ClonedFrom != null && zPlanResponse.ClonedFrom != "")
{
clonedFrom = zPlanResponse.ClonedFrom;
//check if case has been cloned earlier
clonemappingid clonemapping = activityStatusDao.getCloneMappingForCaseid(clonedFrom, zPlanResponse.ActivityId);
if (clonemapping == null)
{
//if the case is not cloned, add entry in the clone mapping table and clone the case
clonemapping = new clonemappingid();
clonemapping.clonedfrom = clonedFrom;
clonemapping.newid = zPlanResponse.ActivityId;
activityStatusDao.saveClonemapping(clonemapping);
activityStatusDao.cloneCase(clonedFrom, zPlanResponse.ActivityId);
}
}
}
}
catch (Exception ex)
{
//log exception to db
exceptionlog exLog = new exceptionlog();
exLog.message = ex.Message + " class: MyZurichAdviser 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.logException(exLog);
}
}
else
{
string backCaseId = Request.Form["caseid"];
string menuCaseId = Request.QueryString["caseid"];
if (backCaseId != null && backCaseId != "")
{
caseid = backCaseId;
}
else if (menuCaseId != null && menuCaseId != "")
{
caseid = menuCaseId;
}
else if (Session["fnacaseid"] != null)
{
caseid = Session["fnacaseid"].ToString();
}
else
{
caseid = "2040";
}
}
activityId.Value = caseid;
PersonalDetailsDAO dao = new PersonalDetailsDAO();
personaldetail detail = dao.getPersonalDetail(caseid);
if (detail != null)
{
if (zPlanResponse != null)
{
detail.datepicker = zPlanResponse.Dob;
detail.gender = zPlanResponse.Gender;
//detail.maritalstatus = zPlanResponse.MaritalStatus;
detail.name = zPlanResponse.UserFirstName;
detail.surname = zPlanResponse.UserLastName;
detail.nationality = zPlanResponse.Nationality;
detail.nric = zPlanResponse.NricOrPassport;
detail.occupation = zPlanResponse.Occupation;
if (zPlanResponse.Smoker)
{
detail.issmoker = "Yes";
}
else
{
detail.issmoker = "No";
}
detail.title = zPlanResponse.Title;
}
dao.updatePersonalDetails(detail);
}
else
{
detail = new personaldetail();
detail.caseid = caseid;
if (zPlanResponse != null)
{
detail.datepicker = zPlanResponse.Dob;
detail.gender = zPlanResponse.Gender;
//detail.maritalstatus = zPlanResponse.MaritalStatus;
detail.name = zPlanResponse.UserFirstName;
detail.surname = zPlanResponse.UserLastName;
detail.nationality = zPlanResponse.Nationality;
detail.nric = zPlanResponse.NricOrPassport;
detail.occupation = zPlanResponse.Occupation;
if (zPlanResponse.Smoker)
{
detail.issmoker = "Yes";
}
else
{
detail.issmoker = "No";
}
detail.title = zPlanResponse.Title;
}
dao.savePersonalDetails(detail);
}
if (caseid != "")
{
ViewState["caseid"] = caseid;
List<myzurichadviser> savedMzaoptions = mzaDao.getMza(caseid);
if (savedMzaoptions != null && savedMzaoptions.Count>0)
{
ViewState["casetype"] = "update";
}
else
{
ViewState["casetype"] = "new";
savedMzaoptions = new List<myzurichadviser>();
myzurichadviser mzadv = new myzurichadviser();
mzadv.caseid = caseid;
mzadv.selectedoptionid = 1;
savedMzaoptions.Add(mzadv);
mzadv = new myzurichadviser();
mzadv.caseid = caseid;
mzadv.selectedoptionid = 2;
savedMzaoptions.Add(mzadv);
}
populateMzaoptions(savedMzaoptions, caseid);
}
}
markStatusOnTab(caseid);
}
private void populateRetirementGoal(retirementgoal retirementGoalSelf, assumption inflationAdjustedReturnAsmptn, assumption annualInflationReturn, string caseid)
{
double shortfallSurplusSelf = 0;
int iIntendedRetirementAge = 0;
PersonalDetailsDAO dao = new PersonalDetailsDAO();
personaldetail detail = dao.getPersonalDetail(caseid);
int yrDob = 0;
int currentYr = DateTime.Now.Year;
int agePolicyOwner = 0;
int iYrstoRetirement = 0;
try
{
DateTime dt2 = DateTime.ParseExact(detail.datepicker, "dd/MM/yyyy", System.Globalization.CultureInfo.InvariantCulture);
yrDob = dt2.Year;
if (DateTime.Now.Month < dt2.Month)
{
agePolicyOwner = currentYr - yrDob - 1;
}
else if (DateTime.Now.Month > dt2.Month)
{
agePolicyOwner = currentYr - yrDob;
}
else
{
if (DateTime.Now.Day < dt2.Day)
{
agePolicyOwner = currentYr - yrDob - 1;
}
else if ((DateTime.Now.Day > dt2.Day) || (DateTime.Now.Day == dt2.Day))
{
agePolicyOwner = currentYr - yrDob;
}
}
iYrstoRetirement = iIntendedRetirementAge - agePolicyOwner;
}
catch (Exception e)
{
//log exception to db
exceptionlog exLog = new exceptionlog();
exLog.message = e.Message + " class: ShowRetirementGoals Method: populateRetirementGoal setting yrs to retirement";
exLog.source = e.Source;
string strtmp = e.StackTrace;
strtmp = strtmp.Replace('\r', ' ');
strtmp = strtmp.Replace('\n', ' ');
exLog.stacktrace = strtmp;
exLog.targetsitename = e.TargetSite.Name;
activityStatusDao.logException(exLog);
}
pownerdob.Value = agePolicyOwner.ToString();
if (detail != null)
{
pownergender.Value = detail.gender;
}
IncomeExpenseDAO iedao = new IncomeExpenseDAO();
incomeExpense iedetail = iedao.getIncomeExpenseForCase(caseid);
retirementGoalNeeded2.Selected = true;
//populate self retirement goals
if (retirementGoalSelf != null)
{
retirementGoalNeeded.SelectedValue = retirementGoalSelf.retirementGoalNeeded.ToString();
if (retirementGoalSelf.intendedretirementage != null && retirementGoalSelf.intendedretirementage != "")
{
intendedRetirementAge.Text = retirementGoalSelf.intendedretirementage;
}
else
{
intendedRetirementAge.Text = "62";
}
iIntendedRetirementAge = Int32.Parse(intendedRetirementAge.Text);
//expectedRetirementAgelbl.Text = intendedRetirementAge.Text;
if (retirementGoalSelf.incomerequired != null && retirementGoalSelf.incomerequired != "")
{
incomeRequiredUponRetirement.Text = retirementGoalSelf.incomerequired;
}
else
{
double dincomeReq = 0;
if (iedetail!=null && iedetail.netMonthlyIncomeAfterCpf != null && iedetail.netMonthlyIncomeAfterCpf != "")
{
dincomeReq = 0.7 * 12 * double.Parse(iedetail.netMonthlyIncomeAfterCpf);
}
incomeRequiredUponRetirement.Text = Math.Round(dincomeReq, 2).ToString();
}
//presentIncomeNeededlbl.Text = incomeRequiredUponRetirement.Text;
if (retirementGoalSelf.yrstoretirement != null && retirementGoalSelf.yrstoretirement != "")
{
yearsToRetirement.Text = retirementGoalSelf.yrstoretirement;
}
else
{
yearsToRetirement.Text = iYrstoRetirement.ToString();
}
//currentAgelbl.Text = (double.Parse(intendedRetirementAge.Text) - double.Parse(yearsToRetirement.Text)).ToString();
if (retirementGoalSelf.inflationrate == null || retirementGoalSelf.inflationrate == "")
{
if (annualInflationReturn != null)
{
annualInflationRate.Text = annualInflationReturn.percentage.Value.ToString();
}
else
{
annualInflationRate.Text = "0";
}
}
else
{
annualInflationRate.Text = retirementGoalSelf.inflationrate;
}
//inflationRatelbl.Text = annualInflationRate.Text;
if (retirementGoalSelf.futureincome != null && retirementGoalSelf.futureincome != "")
{
futureIncomeNeeded.Text = retirementGoalSelf.futureincome;
}
else
{
futureIncomeNeeded.Text = "0";
}
//futureIncomeNeededChartlbl.Text = futureIncomeNeeded.Text;
if (retirementGoalSelf.sourcesofincome != null && retirementGoalSelf.sourcesofincome != "")
{
sourcesOfIncome.Text = retirementGoalSelf.sourcesofincome;
}
else
{
sourcesOfIncome.Text = "0";
}
if (retirementGoalSelf.totalfirstyrincome != null && retirementGoalSelf.totalfirstyrincome != "")
{
totalFirstYearIncomeNeeded.Text = retirementGoalSelf.totalfirstyrincome;
}
else
{
totalFirstYearIncomeNeeded.Text = "0";
}
//annualAmountlbl.Text = totalFirstYearIncomeNeeded.Text;
if (retirementGoalSelf.inflationreturnrate == null || retirementGoalSelf.inflationreturnrate == "")
{
if (inflationAdjustedReturnAsmptn != null)
{
inflationAdjustedReturn.Text = inflationAdjustedReturnAsmptn.percentage.Value.ToString();
}
else
{
inflationAdjustedReturn.Text = "0";
}
}
else
{
inflationAdjustedReturn.Text = retirementGoalSelf.inflationreturnrate;
}
//inflationAdjustedReturnslbl.Text = inflationAdjustedReturn.Text;
if (retirementGoalSelf.durationretirement != null && retirementGoalSelf.durationretirement != "")
{
durationOfRetirement.Text = retirementGoalSelf.durationretirement;
}
else
{
int iDurationofRetirement = 0;
if (detail.gender == "Male")
{
iDurationofRetirement = 83 - iIntendedRetirementAge;
}
else if (detail.gender == "Female")
{
iDurationofRetirement = 88 - iIntendedRetirementAge;
}
durationOfRetirement.Text = iDurationofRetirement.ToString();
}
//durationOfRetirementValuelbl.Text = durationOfRetirement.Text;
//ageAtEndOfRetirementlbl.Text = (double.Parse(durationOfRetirement.Text) + double.Parse(intendedRetirementAge.Text)).ToString();
if (retirementGoalSelf.lumpsumrequired != null && retirementGoalSelf.lumpsumrequired != "")
{
lumpSumRequiredAtRetirement.Text = retirementGoalSelf.lumpsumrequired;
}
else
{
lumpSumRequiredAtRetirement.Text = "0";
}
if (retirementGoalSelf.maturityvalue != null && retirementGoalSelf.maturityvalue != "")
{
maturityValue2.Text = retirementGoalSelf.maturityvalue;
}
else
{
maturityValue2.Text = "0";
}
assetListSelf.DataSource = retirementGoalSelf.existingassetrgs;
assetListSelf.DataBind();
if (retirementGoalSelf.existingassetrgs != null)
{
ViewState["noofassets"] = retirementGoalSelf.existingassetrgs.Count;
if (retirementGoalSelf.existingassetstotal != null && retirementGoalSelf.existingassetstotal != "")
existingAssets2.Text = retirementGoalSelf.existingassetstotal;
else
existingAssets2.Text = "0";
}
shortfallSurplusSelf = double.Parse(existingAssets2.Text) + double.Parse(maturityValue2.Text) - double.Parse(lumpSumRequiredAtRetirement.Text);
if (shortfallSurplusSelf < 0)
{
ttlSSSelf.Text = "Shortfall";
ttlSSSelf.Style.Add("color", "red");
}
else if (shortfallSurplusSelf > 0)
{
ttlSSSelf.Text = "Surplus";
ttlSSSelf.Style.Add("color", "black");
}
else
{
ttlSSSelf.Text = "Total (Shortfall / Surplus)";
ttlSSSelf.Style.Add("color", "black");
}
totalShortfallSurplus2.Text = Math.Abs(shortfallSurplusSelf).ToString();
}
activityId.Value = caseid;
}
public void saveSalesPortalInfo(string caseid, salesportalinfo salesPortalInfo)
{
salesportalinfo spistatus = null;
try
{
dbDataContext ct = new dbDataContext();
//retrieve existing sales portal info
var querySalesPortalInfo = from spi in ct.salesportalinfos
where spi.activityid == caseid
select spi;
foreach (salesportalinfo a in querySalesPortalInfo)
{
spistatus = a;
}
if (spistatus == null)
{
//adding new sales portal info
ct.salesportalinfos.InsertOnSubmit(salesPortalInfo);
}
else
{
//update sales portal info
spistatus.activitytype = salesPortalInfo.activitytype;
spistatus.caseid = salesPortalInfo.caseid;
spistatus.redirecturl = salesPortalInfo.redirecturl;
spistatus.roletype = salesPortalInfo.roletype;
spistatus.salesportalurl = salesPortalInfo.salesportalurl;
spistatus.userfirstname = salesPortalInfo.userfirstname;
spistatus.userid = salesPortalInfo.userid;
spistatus.userlastname = salesPortalInfo.userlastname;
spistatus.usertype = salesPortalInfo.usertype;
spistatus.casestatus = salesPortalInfo.casestatus;
spistatus.country = salesPortalInfo.country;
spistatus.saleschannel = salesPortalInfo.saleschannel;
}
ct.SubmitChanges();
}
catch (Exception e)
{
//log exception to db
exceptionlog exLog = new exceptionlog();
exLog.message = e.Message + " class: ActivityStatusDAO Method: saveSalesPortalInfo";
exLog.source = e.Source;
string strtmp = e.StackTrace;
strtmp = strtmp.Replace('\r', ' ');
strtmp = strtmp.Replace('\n', ' ');
exLog.stacktrace = strtmp;
exLog.targetsitename = e.TargetSite.Name;
logException(exLog);
}
}
public void saveClonemapping(clonemappingid clonemapping)
{
try
{
dbDataContext db = new dbDataContext();
db.clonemappingids.InsertOnSubmit(clonemapping);
db.SubmitChanges();
}
catch (Exception e)
{
//log exception to db
exceptionlog exLog = new exceptionlog();
exLog.message = e.Message + " class: ActivityStatusDAO Method: saveClonemapping";
exLog.source = e.Source;
string strtmp = e.StackTrace;
strtmp = strtmp.Replace('\r', ' ');
strtmp = strtmp.Replace('\n', ' ');
exLog.stacktrace = strtmp;
exLog.targetsitename = e.TargetSite.Name;
logException(exLog);
}
}
public void logException(exceptionlog exLog)
{
try
{
dbDataContext db = new dbDataContext();
db.exceptionlogs.InsertOnSubmit(exLog);
db.SubmitChanges();
}
catch (Exception e)
{
string str = e.Message;
}
}
public salesportalinfo getSalesPortalInfoForCaseid(string caseid)
{
salesportalinfo salesPortalInfo = null;
try
{
dbDataContext ct = new dbDataContext();
var querySalesInfo = from spi in ct.salesportalinfos
where spi.activityid == caseid
select spi;
foreach (salesportalinfo a in querySalesInfo)
{
salesPortalInfo = a;
}
}
catch (Exception e)
{
//log exception to db
exceptionlog exLog = new exceptionlog();
exLog.message = e.Message + " class: ActivityStatusDAO Method: getSalesPortalInfoForCaseid";
exLog.source = e.Source;
string strtmp = e.StackTrace;
strtmp = strtmp.Replace('\r', ' ');
strtmp = strtmp.Replace('\n', ' ');
exLog.stacktrace = strtmp;
exLog.targetsitename = e.TargetSite.Name;
logException(exLog);
}
return salesPortalInfo;
}
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);
}
}
protected void Page_Load(object sender, EventArgs e)
{
lblGapSummarySaveSuccess.Visible = false;
lblGapSummarySaveFailed.Visible = false;
lblPrioritiesSequence.Visible = false;
lblNotNumeric.Visible = false;
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;
LoadGapSummary();
}
else
{
if (ViewState["caseid"] != null)
{
caseID = ViewState["caseid"].ToString();
}
}
}
catch (Exception ex)
{
exceptionlog exLog = new exceptionlog();
exLog.message = ex.Message + " class: GapSummary 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.logException(exLog);
}
}
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;
}
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);
}
partial void Deleteexceptionlog(exceptionlog instance);
partial void Updateexceptionlog(exceptionlog instance);
partial void Insertexceptionlog(exceptionlog instance);