public static string generateApprovedSwitch(clsSwitch Switch, int IFAID)
{
string resultingRow = string.Empty;
foreach (clsSwitchDetails SwitchDetails in Switch.propSwitchDetails)
{
clsFund Fund = new clsFund(SwitchDetails.propFundID);
string myRow = ROWDETAILS.Replace("{^row$}", clsOutput.CELLDETAILS);
myRow = myRow.Replace("{^FundCompany$}", new clsCompany(Fund.propFundManager).propCompany);
myRow = myRow.Replace("{^FundName$}", Fund.propFundName);
myRow = myRow.Replace("{^InsurComp$}", Fund.propCompanyID.ToString());
myRow = myRow.Replace("{^SEDOL$}", Fund.propSEDOL);
myRow = myRow.Replace("{^%Portfolio$}", SwitchDetails.propAllocation + "%");
resultingRow += myRow;
}
clsClient client = new clsClient(Switch.propClientID);
string html = clsOutput.PortfolioOutput_GetHTML();
clsIFA IFA = new clsIFA(IFAID);
html = html.Replace("{^IFAName$}", IFA.propIFA_Name ?? string.Empty);
html = html.Replace("{^ClientName$}", (client.propForename ?? String.Empty) + " " + (client.propSurname ?? string.Empty));
html = html.Replace("{^Company$}", Switch.propPortfolio.propCompany);
html = html.Replace("{^PType$}", Switch.propPortfolio.propPortfolioType);
html = html.Replace("{^DateTransmit$}", "???"); // DateTime.Now.ToString("MM-dd-yyyy")); //-->Temporary
html = html.Replace("{^Curr$}", Switch.propPortfolio.propPortfolioCurrency);
html = html.Replace("{^AccNum$}", Switch.propPortfolio.propAccountNumber);
html = html.Replace("{^DateApprv$}", DateTime.Now.ToString("MM-dd-yyyy") ?? String.Empty);// Portfolio.propSwitch.propDate_Created.ToString("MM-dd-yyyy") ?? string.Empty);
if (Switch.propPortfolio.propConfirmationRequired)
{
html = html.Replace("{^Sign$}", clsOutput.SIGNATURE)
.Replace("{^SignatureClientName$}", client.propForename + " " + client.propSurname);
}
else
{
html = html.Replace("{^Sign$}", string.Empty);
}
html = html.Replace("{^SwitchDetails$}", resultingRow);
return(html);
}
public static List<clsIFA> getIFAList()
{
List<clsIFA> oIFAList = new List<clsIFA>();
SqlConnection con = new clsSystem_DBConnection(clsSystem_DBConnection.strConnectionString.NavIntegrationDB).propConnection;
SqlCommand cmd = new SqlCommand();
SqlDataReader dr;
con.Open();
cmd.Connection = con;
cmd.CommandType = System.Data.CommandType.StoredProcedure;
cmd.CommandText = "SWITCH_IFAGet";
cmd.Parameters.Add("@param_intIFA_ID", System.Data.SqlDbType.Int).Value = 0;
dr = cmd.ExecuteReader();
while (dr.Read())
{
clsIFA oIFA = new clsIFA();
oIFA.propIFA_ID = int.Parse(dr["IFA_ID"].ToString().Trim());
oIFA.propIFA_Name = dr["IFA_Name"].ToString().Trim();
oIFAList.Add(oIFA);
}
return oIFAList;
}
public static string generateApprovedSwitchScheme(clsScheme Scheme)
{
string HoldingsRows = string.Empty;
clsSwitchScheme switchScheme = new clsSwitchScheme(Scheme);
foreach(clsSwitchScheme.clsSwitchSchemeDetails details in switchScheme.propSwitchDetails)
{
string myRow = clsOutput.ROWDETAILS.Replace("{^row$}", clsOutput.CELLDETAILS);
myRow = myRow.Replace("{^FundCompany$}", details.propFund.propCompanyID.ToString() /* (new clsFund(details.propFund.propFundID)).propCompanyID.ToString()*/);
myRow = myRow.Replace("{^FundName$}", details.propFund.propFundName);
myRow = myRow.Replace("{^InsurComp$}", "None");
myRow = myRow.Replace("{^SEDOL$}", details.propFund.propSEDOL);
myRow = myRow.Replace("{^%Portfolio$}", details.propAllocation.ToString("N2") + "%");
HoldingsRows += myRow;
}
string Contribution = string.Empty;
foreach(clsSwitchScheme.clsSwitchSchemeDetails details in switchScheme.propSwitchDetailsContribution)
{
string myRow = clsOutput.ROWDETAILS.Replace("{^row$}", clsOutput.CELLDETAILS);
myRow = myRow.Replace("{^FundCompany$}", details.propFund.propCompanyID.ToString() /* (new clsFund(details.propFund.propFundID)).propCompanyID.ToString()*/);
myRow = myRow.Replace("{^FundName$}", details.propFund.propFundName);
myRow = myRow.Replace("{^InsurComp$}", "None");
myRow = myRow.Replace("{^SEDOL$}", details.propFund.propSEDOL);
myRow = myRow.Replace("{^%Portfolio$}", details.propAllocation.ToString("N2") + "%");
Contribution += myRow;
}
string html = SchemeOutput_GetHTML();
html = html.Replace("{^PortfolioHoldings$}", HoldingsRows);
html = html.Replace("{^Contribution$}", Contribution);
clsClient client = new clsClient(Scheme.propClient.propClientID);
clsIFA IFA = new clsIFA(int.Parse(HttpContext.Current.Session["ifaid"].ToString()));
html = html.Replace("{^IFAName$}", IFA.propIFA_Name);
html = html.Replace("{^ClientName$}", client.propForename + " " + client.propSurname);
html = html.Replace("{^Company$}", Scheme.propCompany.propCompany);
html = html.Replace("{^PType$}", Scheme.propPortfolioType);
html = html.Replace("{^DateTransmit$}", "?"); //-->Temporary
html = html.Replace("{^Curr$}", Scheme.propSchemeCurrency);
html = html.Replace("{^AccNum$}", Scheme.propAccountNumber);
html = html.Replace("{^DateApprv$}", DateTime.Now.ToString("MM-dd-yyyy") ?? String.Empty);
if (Scheme.propConfirmationRequired)
{
html = html.Replace("{^Sign$}", clsOutput.SIGNATURE);
html = html.Replace("{^SignatureClientName$}", client.propForename + " " + client.propSurname);
}
else
{
html = html.Replace("{^Sign$}", string.Empty);
}
return html;
}
public static string generateApprovedSwitch(clsSwitch Switch, int IFAID)
{
string resultingRow = string.Empty;
foreach (clsSwitchDetails SwitchDetails in Switch.propSwitchDetails)
{
clsFund Fund = new clsFund(SwitchDetails.propFundID);
string myRow = ROWDETAILS.Replace("{^row$}", clsOutput.CELLDETAILS);
myRow = myRow.Replace("{^FundCompany$}", new clsCompany(Fund.propFundManager).propCompany);
myRow = myRow.Replace("{^FundName$}", Fund.propFundName);
myRow = myRow.Replace("{^InsurComp$}", Fund.propCompanyID.ToString());
myRow = myRow.Replace("{^SEDOL$}", Fund.propSEDOL);
myRow = myRow.Replace("{^%Portfolio$}", SwitchDetails.propAllocation + "%");
resultingRow += myRow;
}
clsClient client = new clsClient(Switch.propClientID);
string html = clsOutput.PortfolioOutput_GetHTML();
clsIFA IFA = new clsIFA(IFAID);
html = html.Replace("{^IFAName$}", IFA.propIFA_Name ?? string.Empty);
html = html.Replace("{^ClientName$}",(client.propForename ?? String.Empty) + " " + (client.propSurname ?? string.Empty) );
html = html.Replace("{^Company$}", Switch.propPortfolio.propCompany);
html = html.Replace("{^PType$}", Switch.propPortfolio.propPortfolioType);
html = html.Replace("{^DateTransmit$}", "???"); // DateTime.Now.ToString("MM-dd-yyyy")); //-->Temporary
html = html.Replace("{^Curr$}", Switch.propPortfolio.propPortfolioCurrency);
html = html.Replace("{^AccNum$}", Switch.propPortfolio.propAccountNumber);
html = html.Replace("{^DateApprv$}", DateTime.Now.ToString("MM-dd-yyyy") ?? String.Empty);// Portfolio.propSwitch.propDate_Created.ToString("MM-dd-yyyy") ?? string.Empty);
if (Switch.propPortfolio.propConfirmationRequired)
{
html = html.Replace("{^Sign$}", clsOutput.SIGNATURE)
.Replace("{^SignatureClientName$}", client.propForename + " " + client.propSurname );
}
else
{
html = html.Replace("{^Sign$}", string.Empty);
}
html = html.Replace("{^SwitchDetails$}", resultingRow);
return html;
}