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(); }