public void BindContactTitle(DropDownList _ddlContactTitles)
{
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.StartRow = 0;
TitleSearchCriteria titleCriteria = new TitleSearchCriteria();
TitleSearchReturnValue titleReturnValue = contactService.TitleSearch(_logonSettings.LogonId, collectionRequest, titleCriteria);
if (titleReturnValue.Title != null)
{
_ddlContactTitles.DataSource = titleReturnValue.Title.Rows;
_ddlContactTitles.DataTextField = "TitleId";
_ddlContactTitles.DataValueField = "TitleId";
_ddlContactTitles.DataBind();
}
AddDefaultToDropDownList(_ddlContactTitles);
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
}
/// <summary>
/// Reads the full list of contacts from the online storage
/// </summary>
/// <param name="clientFolderName">represents a path to the data</param>
/// <param name="result">the list that will be filled with the contacts</param>
/// <returns>the list of contacts that has been read from the online storage</returns>
protected override List <SyncBase.DetailData.StdElement> ReadFullList(string clientFolderName, List <SyncBase.DetailData.StdElement> result)
{
if (result == null)
{
throw new ArgumentNullException("result");
}
var client = new ContactServiceClient();
var formatter = new BinaryFormatter();
using (var stream = new MemoryStream())
{
var all = client.GetAll(clientFolderName);
all.CopyTo(stream);
stream.Position = 0;
var stdContacts = formatter.Deserialize(stream) as List <StdElement>;
if (stdContacts != null)
{
result.AddRange(stdContacts);
}
}
return(result);
}
/// <summary>
/// Binds title dropdownlist control
/// </summary>
private void BindTitleDropDown()
{
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.StartRow = 0;
TitleSearchCriteria titleCriteria = new TitleSearchCriteria();
TitleSearchReturnValue titleReturnValue = contactService.TitleSearch(_logonSettings.LogonId, collectionRequest, titleCriteria);
if (titleReturnValue.Title != null)
{
_ddlTitle.DataSource = titleReturnValue.Title.Rows;
_ddlTitle.DataTextField = "TitleId";
_ddlTitle.DataValueField = "TitleId";
_ddlTitle.DataBind();
}
// Adds "Select" at zero index of dropdownlist control.
AddDefaultToDropDownList(_ddlTitle);
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
}
private void SaveContact()
{
ContactServiceClient contactService = null;
try
{
AssociationForMatter association = GetControlData();
contactService = new ContactServiceClient();
ReturnValue returnValue = contactService.AddAssociationForMatter(_logonSettings.LogonId, association);
if (returnValue.Success)
{
Response.Redirect("~/Pages/Matter/EditMatter.aspx");
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
}
public ContactSearchItem[] SearchContact(int startRow, int pageSize, string sortBy, string contactName, string organisation,
string houseNo, string POBox, string postCode, string town,
bool forceRefresh)
{
ContactServiceClient contactService = null;
ContactSearchItem[] contacts = null;
try
{
if (HttpContext.Current.Session[SessionName.LogonSettings] != null)
{
Guid _logonId = ((LogonReturnValue)HttpContext.Current.Session[SessionName.LogonSettings]).LogonId;
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.ForceRefresh = forceRefresh;
collectionRequest.StartRow = startRow;
collectionRequest.RowCount = pageSize;
ContactSearchCriteria criteria = new ContactSearchCriteria();
criteria.ContactName = contactName;
criteria.HouseNumber = houseNo;
criteria.Organisation = organisation;
criteria.POBox = POBox;
criteria.PostCode = postCode;
criteria.Town = town;
criteria.OrderBy = sortBy;
contactService = new ContactServiceClient();
ContactSearchReturnValue returnValue =
contactService.ContactSearch(_logonId,
collectionRequest,
criteria);
if (returnValue.Success)
{
contacts = returnValue.Contacts.Rows;
_contactSearchRowCount = returnValue.Contacts.TotalRowCount;
}
else
{
ErrorEventArgs e = new ErrorEventArgs();
e.Message = returnValue.Message;
OnError(e);
}
}
return(contacts);
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
}
public ActionResult AddContact()
{
IList<State> states = null;
using (ContactServiceReference.ContactServiceClient client = new ContactServiceClient()) {
states = client.GetAllStates();
}
return View(new AddContactPageModel(states));
}
public ActionResult AddContact(Contact contact)
{
using (ContactServiceReference.ContactServiceClient client = new ContactServiceClient()) {
Contact result = client.AddContact(contact);
}
return(RedirectToAction("ViewContacts", "Contacts"));
}
public ActionResult ViewContact(long id)
{
Contact contact = null;
using (ContactServiceClient client = new ContactServiceClient()) {
contact = client.GetContactById(id);
}
return ViewContact(contact);
}
public ActionResult AddContact(Contact contact)
{
using (ContactServiceReference.ContactServiceClient client = new ContactServiceClient()) {
Contact result = client.AddContact(contact);
}
return RedirectToAction("ViewContacts", "Contacts");
}
public ActionResult ViewContacts()
{
List<Contact> contacts = null;
using (ContactServiceReference.ContactServiceClient client = new ContactServiceClient()) {
contacts = client.GetAllContacts().ToList();
}
return View(contacts);
}
public ActionResult AddContact()
{
IList <State> states = null;
using (ContactServiceReference.ContactServiceClient client = new ContactServiceClient()) {
states = client.GetAllStates();
}
return(View(new AddContactPageModel(states)));
}
/// <summary>
/// Gets the industries.
/// </summary>
private void BindIndustries()
{
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
CollectionRequest collectionRequest = new CollectionRequest();
IndustrySearchCriteria searchCriteria = new IndustrySearchCriteria();
IndustrySearchReturnValue returnValue = contactService.IndustrySearch(_logonSettings.LogonId,
collectionRequest, searchCriteria);
if (returnValue.Success)
{
//Add a blank item
AppFunctions.AddDefaultToDropDownList(_ddlIndustry);
//Generate the items to be displayed in the Industry drop down list
//Get the main items
string industryText = string.Empty;
foreach (IndustrySearchItem industry in returnValue.Industries.Rows)
{
if (industry.ParentId == 0)
{
industryText = industry.Name;
_ddlIndustry.Items.Add(new ListItem(industryText, industry.Id.ToString()));
// Call method to get the sub items
GetIndustrySubItems(returnValue.Industries.Rows, industryText, industry.Id);
}
}
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (System.ServiceModel.EndpointNotFoundException)
{
_lblError.Text = DataConstants.WSEndPointErrorMessage;
_lblError.CssClass = "errorMessage";
}
catch (Exception ex)
{
_lblError.Text = ex.Message;
_lblError.CssClass = "errorMessage";
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
}
}
public ActionResult ViewContact(long id)
{
Contact contact = null;
using (ContactServiceClient client = new ContactServiceClient()) {
contact = client.GetContactById(id);
}
return(ViewContact(contact));
}
public ActionResult ViewContacts()
{
List <Contact> contacts = null;
using (ContactServiceReference.ContactServiceClient client = new ContactServiceClient()) {
contacts = client.GetAllContacts().ToList();
}
return(View(contacts));
}
/// <summary>
/// Create Service contract
/// </summary>
private void CreateServiceContact(string conflictNoteSummary, string conflictNoteContent)
{
ContactServiceClient contactService = null;
try
{
ServiceContact serviceContactInfo = new ServiceContact();
serviceContactInfo.ServiceId = new Guid(Convert.ToString(ViewState["ServiceId"]));
serviceContactInfo.ServiceName = Convert.ToString(ViewState["ServiceName"]);
serviceContactInfo.SurName = _cdContactDetails.SurName;
serviceContactInfo.ForeName = _cdContactDetails.ForeName;
serviceContactInfo.Title = _cdContactDetails.Title;
if (_cdContactDetails.Sex != string.Empty)
{
serviceContactInfo.Sex = int.Parse(_cdContactDetails.Sex);
}
serviceContactInfo.Position = _cdContactDetails.Position;
//Get the address details
Address address = new Address();
address = _addressDetails.Address;
contactService = new ContactServiceClient();
ReturnValue returnValue = contactService.SaveServiceContact(_logonSettings.LogonId, address, _aadContactInfo.AdditionalDetails, serviceContactInfo, conflictNoteSummary, conflictNoteContent);
if (returnValue.Success)
{
_wizardContact.Visible = true;
Session["SuccessMesage"] = "Service Contact saved successfully";
ResetControls();
}
else
{
_lblError.CssClass = "errorMessage";
_lblError.Text = returnValue.Message;
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
}
}
/// <summary>
/// Gets the supplimentary details for the role
/// </summary>
private void GetRoleExtendedInfo()
{
ContactServiceClient contactService = null;
try
{
CollectionRequest collectionRequest = new CollectionRequest();
RoleExtendedInfoSearchCriteria criteria = new RoleExtendedInfoSearchCriteria();
criteria.AssociationRoleId = Convert.ToInt32(_ddlRole.SelectedValue);
contactService = new ContactServiceClient();
RoleExtendedInfoReturnValue returnValue = contactService.RoleExtendedInfoSearch(_logonSettings.LogonId,
criteria, collectionRequest);
if (returnValue.Success)
{
//Set to false so that the info is not fetched again from the service if the user
//navigates back and does not change the role
_hdnRefreshRoleExtInfo.Value = "false";
if (returnValue.RoleExtendedInfo.Rows.Length > 0)
{
_grdAdditionalAssociationInfo.DataSource = returnValue.RoleExtendedInfo.Rows;
_grdAdditionalAssociationInfo.DataBind();
}
else
{
_grdAdditionalAssociationInfo.DataSource = null;
_grdAdditionalAssociationInfo.DataBind();
_wizardAddAssociationsForMatter.WizardSteps.Remove(_wizardStepAdditionalAssociationInfo2);
}
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
}
}
/// <summary>
/// Gets the industries.
/// </summary>
private void GetIndustries()
{
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
CollectionRequest collectionRequest = new CollectionRequest();
IndustrySearchCriteria searchCriteria = new IndustrySearchCriteria();
IndustrySearchReturnValue returnValue = contactService.IndustrySearch(_logonId,
collectionRequest, searchCriteria);
if (returnValue.Success)
{
//Add a blank item
_ddlIndustry.Items.Add(new ListItem("", "0"));
//Generate the items to be displayed in the Industry drop down list
//Get the main items
string industryText = string.Empty;
foreach (IndustrySearchItem industry in returnValue.Industries.Rows)
{
if (industry.ParentId == 0)
{
industryText = industry.Name;
_ddlIndustry.Items.Add(new ListItem(industryText, industry.Id.ToString()));
// Call method to get the sub items
GetIndustrySubItems(returnValue.Industries.Rows, industryText, industry.Id);
}
}
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
}
}
public void ContactPublish()
{
ContactServiceClient client = new ContactServiceClient();
client.Publish(new Toyota.Tsusho.CRM.API.MessageContracts.ContactPublishRequestMessage()
{
Contact = new Toyota.Tsusho.CRM.API.Contact()
{
FirstName = "Test",
LastName = "Testing"
}
}
);
}
private void GetGeneralContactDetails()
{
if (_memId == DataConstants.DummyGuid && _orgId == DataConstants.DummyGuid)
{
throw new Exception("Member/Organisation Id not set");
}
else
{
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
GeneralContactReturnValue returnValue = contactService.GetGeneralContact(_logonId, _memId, _orgId);
if (returnValue.Success)
{
if (_orgId == DataConstants.DummyGuid)
{
DisplayIndividualDetails(returnValue.Person);
SelectDropDownListValue(_ddlSourceCampaign, returnValue.CampaignId.ToString());
_chkReceivesMarketing.Checked = returnValue.IsReceivingMarketingStatus;
}
else
{
DisplayOrganisationDetails(returnValue.Organisation);
SelectDropDownListValue(_ddlSourceCampaignOrg, returnValue.CampaignId.ToString());
_chkReceivesMarketingOrg.Checked = returnValue.IsReceivingMarketingStatus;
}
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
}
}
}
/// <summary>
/// Writes the elements to the sample online store.
/// </summary>
/// <param name="elements"> The elements to be written. </param>
/// <param name="clientFolderName"> represents a path to the data </param>
/// <param name="skipIfExisting"> If this parameter is true, existing elements will not be altered. </param>
protected override void WriteFullList(List <StdElement> elements, string clientFolderName, bool skipIfExisting)
{
var formatter = new BinaryFormatter();
using (var memStream = new MemoryStream())
{
using (var zip = new DeflateStream(memStream, CompressionMode.Compress, true))
{
formatter.Serialize(zip, (from x in elements select Tools.SetPropertyValue(x, "PictureData", string.Empty, true)).ToList());
}
var client = new ContactServiceClient();
memStream.Position = 0;
client.WriteFullList(memStream);
}
}
/// <summary>
/// Binds association roles
/// </summary>
private void BindAssociationRoles()
{
ContactServiceClient contactService = new ContactServiceClient();
try
{
CollectionRequest collectionRequest = new CollectionRequest();
AssociationRoleSearchCriteria associationRoleCriteria = new AssociationRoleSearchCriteria();
//PMS
associationRoleCriteria.ApplicationId = 1;
AssociationRoleSearchReturnValue associationRoleReturnValue =
contactService.AssociationRoleForApplicationSearch(_logonSettings.LogonId,
collectionRequest,
associationRoleCriteria);
if (associationRoleReturnValue.Success)
{
if (associationRoleReturnValue.AssociationRole != null)
{
//Sort based on AssociationRoleDescription
IEnumerable <AssociationRoleSearchItem> assocRolesSorted =
associationRoleReturnValue.AssociationRole.Rows.OrderBy(role => role.AssociationRoleDescription);
_ddlRole.DataSource = assocRolesSorted;
_ddlRole.DataTextField = "AssociationRoleDescription";
_ddlRole.DataValueField = "AssociationRoleID";
_ddlRole.DataBind();
}
}
else
{
throw new Exception(associationRoleReturnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
}
/// <summary>
/// Method to display the available address types.
/// </summary>
private void GetAddressTypes()
{
ContactServiceClient contactService = null;
try
{
CollectionRequest collectionRequest = new CollectionRequest();
AddressTypeSearchCriteria searchCriteria = new AddressTypeSearchCriteria();
searchCriteria.MemberId = _memId;
searchCriteria.OrganisationId = _orgId;
contactService = new ContactServiceClient();
AddressTypeReturnValue returnValue = contactService.GetAddressTypes(_logonId, collectionRequest, searchCriteria);
if (returnValue.Success)
{
_ddlAddressType.DataSource = returnValue.AddressTypes.Rows;
_ddlAddressType.DataTextField = "Description";
_ddlAddressType.DataValueField = "Id";
_ddlAddressType.DataBind();
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
}
}
/// <summary>
/// Gets the industry for the association role
/// </summary>
/// <param name="associationRoleId">The association role id.</param>
private int GetIndustryForAssociationRole(int associationRoleId)
{
int industryId = -1;
if (_hdnIsSpecialisedSearch.Value == "true")
{
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
IndustrySearchCriteria searchCriteria = new IndustrySearchCriteria();
searchCriteria.AssociationRoleId = associationRoleId;
IndustryForAssociationRoleReturnValue returnValue = contactService.GetIndustryForAssociationRole(_logonSettings.LogonId,
searchCriteria);
if (returnValue.Success)
{
industryId = returnValue.IndustryId;
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
}
}
return(industryId);
}
private void GetCampaigns(DropDownList dropDownList)
{
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
CollectionRequest collectionRequest = new CollectionRequest();
CampaignSearchCriteria searchCriteria = new CampaignSearchCriteria();
CampaignSearchReturnValue returnValue = contactService.CampaignSearch(_logonId, collectionRequest,
searchCriteria);
if (returnValue.Success)
{
dropDownList.DataSource = returnValue.Campaigns.Rows;
dropDownList.DataTextField = "Description";
dropDownList.DataValueField = "CampaignId";
dropDownList.DataBind();
dropDownList.Items.Insert(0, "");
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
}
}
/// <summary>
/// Gets the name of the person to perform the conflict check.
/// </summary>
/// <returns></returns>
private string GetPersonName(Guid memberId)
{
string name = string.Empty;
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
PersonReturnValue returnValue = contactService.GetPerson(_logonSettings.LogonId, memberId);
if (returnValue.Success)
{
if (returnValue.Person != null)
{
name = returnValue.Person.Surname;
}
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
}
return(name);
}
/// <summary>
/// Gets the sex values for the drop down list.
/// </summary>
private void GetSex()
{
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
CollectionRequest collectionRequest = new CollectionRequest();
SexSearchCriteria searchCriteria = new SexSearchCriteria();
searchCriteria.IncludeArchived = false;
SexSearchReturnValue returnValue = contactService.SexSearch(_logonId,
collectionRequest, searchCriteria);
if (returnValue.Success)
{
_ddlSex.DataSource = returnValue.Sex.Rows;
_ddlSex.DataTextField = "Description";
_ddlSex.DataValueField = "Id";
_ddlSex.DataBind();
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
}
}
public void BindSex()
{
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.StartRow = 0;
SexSearchCriteria sexCriteria = new SexSearchCriteria();
SexSearchReturnValue sexReturnValue = contactService.SexSearch(_logonSettings.LogonId, collectionRequest, sexCriteria);
if (sexReturnValue.Sex != null)
{
_ddlContactSex.DataSource = sexReturnValue.Sex.Rows;
_ddlContactSex.DataTextField = "Description";
_ddlContactSex.DataValueField = "Id";
_ddlContactSex.DataBind();
}
AddDefaultToDropDownList(_ddlContactSex);
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
}
}
/// <summary>
/// Show/hide the search that can be performed based on the selected association role id
/// </summary>
private void ShowHideAssociationSearch()
{
if (_ddlRole.Items.Count > 0)
{
CheckForClientOnSpecialMatters();
//Create a json object that will be used to show/hide the available searches.
string jsonStr = "{";
ContactServiceClient contactService = null;
try
{
CollectionRequest collectionRequest = new CollectionRequest();
AssociationRoleSearchCriteria associationRoleCriteria = new AssociationRoleSearchCriteria();
associationRoleCriteria.RoleId = Convert.ToInt32(_ddlRole.SelectedValue);
contactService = new ContactServiceClient();
AssociationRoleSearchReturnValue associationRoleReturnValue =
contactService.AssociationRoleForRoleIdSearch(_logonSettings.LogonId,
collectionRequest,
associationRoleCriteria);
if (associationRoleReturnValue.Success)
{
if (associationRoleReturnValue.AssociationRole != null)
{
// Decide which rows to Show/Hide based on the selected role.
// Build a json object which will be used to show/hide the options using js
if (associationRoleReturnValue.AssociationRole.Rows.Length > 0)
{
// Client & Matter.
if ((associationRoleReturnValue.AssociationRole.Rows[0].AssociationRoleSearchClient) &&
(associationRoleReturnValue.AssociationRole.Rows[0].AssociationRoleSearchMatter))
{
_lblClientSearch.Text = "Client/Matter";
jsonStr += "\"ClientSearch\":\"true\"";
_clientSearch.DisplayMattersForClientGridview = true;
}
// Client.
else if (associationRoleReturnValue.AssociationRole.Rows[0].AssociationRoleSearchClient)
{
_lblClientSearch.Text = "Client";
jsonStr += "\"ClientSearch\":\"true\"";
_clientSearch.DisplayMattersForClientGridview = false;
}
// Matter.
else if (associationRoleReturnValue.AssociationRole.Rows[0].AssociationRoleSearchMatter)
{
_lblClientSearch.Text = "Matter";
jsonStr += "\"ClientSearch\":\"true\"";
_clientSearch.DisplayMattersForClientGridview = true;
}
else
{
jsonStr += "\"ClientSearch\":\"false\"";
}
// General Contact.
if (associationRoleReturnValue.AssociationRole.Rows[0].AssociationRoleSearchGeneral)
{
jsonStr += ",\"ContactSearch\":\"true\"";
}
else
{
jsonStr += ",\"ContactSearch\":\"false\"";
}
// Service Contact.
if (associationRoleReturnValue.AssociationRole.Rows[0].AssociationRoleSearchService)
{
jsonStr += ",\"ServiceSearch\":\"true\"";
}
else
{
jsonStr += ",\"ServiceSearch\":\"false\"";
}
// Search for Fee Earner
if (associationRoleReturnValue.AssociationRole.Rows[0].AssociationRoleSearchFeeEarner)
{
jsonStr += ",\"FeeEarnerSearch\":\"true\"";
}
else
{
jsonStr += ",\"FeeEarnerSearch\":\"false\"";
}
jsonStr += "}";
_hdnSearchDisplay.Value = jsonStr;
// Determine whether the selected Association Role requires a specialised search.
if (associationRoleReturnValue.AssociationRole.Rows[0].AssociationRoleSpecialisedSearch)
{
_hdnIsSpecialisedSearch.Value = "true";
}
else
{
_hdnIsSpecialisedSearch.Value = "false";
}
}
}
}
else
{
throw new Exception(associationRoleReturnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
}
}
}
/// <summary>
/// Gets the industries.
/// </summary>
private void BindIndustries()
{
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
CollectionRequest collectionRequest = new CollectionRequest();
IndustrySearchCriteria searchCriteria = new IndustrySearchCriteria();
IndustrySearchReturnValue returnValue = contactService.IndustrySearch(_logonSettings.LogonId,
collectionRequest, searchCriteria);
if (returnValue.Success)
{
//Add a blank item
AppFunctions.AddDefaultToDropDownList(_ddlIndustry);
//Generate the items to be displayed in the Industry drop down list
//Get the main items
string industryText = string.Empty;
foreach (IndustrySearchItem industry in returnValue.Industries.Rows)
{
if (industry.ParentId == 0)
{
industryText = industry.Name;
_ddlIndustry.Items.Add(new ListItem(industryText, industry.Id.ToString()));
// Call method to get the sub items
GetIndustrySubItems(returnValue.Industries.Rows, industryText, industry.Id);
}
}
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (System.ServiceModel.EndpointNotFoundException)
{
_lblMessage.Text = DataConstants.WSEndPointErrorMessage;
_lblMessage.CssClass = "errorMessage";
}
catch (Exception ex)
{
_lblMessage.Text = ex.Message;
_lblMessage.CssClass = "errorMessage";
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
}
protected void _grdContactDetails_RowUpdating(object sender, GridViewUpdateEventArgs e)
{
ContactServiceClient contactService = null;
try
{
TextBox txtElementText = (TextBox)_grdContactDetails.Rows[e.RowIndex].FindControl("_txtElementText");
contactService = new ContactServiceClient();
AdditionalAddressElement element = new AdditionalAddressElement();
Guid _memberId = DataConstants.DummyGuid;
Guid _organisationId = DataConstants.DummyGuid;
if (Session[SessionName.MemberId] != null && Session[SessionName.OrganisationId] != null)
{
_memberId = (Guid)Session[SessionName.MemberId];
_organisationId = (Guid)Session[SessionName.OrganisationId];
}
if (_logonSettings.UserType == (int)DataConstants.UserType.ThirdParty && Request.QueryString["mydetails"] == "true")
{
_memberId = _logonSettings.MemberId;
_organisationId = _logonSettings.OrganisationId;
}
element.MemberId = _memberId;
element.OrganisationId = _organisationId;
element.TypeId = (int)_grdContactDetails.DataKeys[e.RowIndex].Values["TypeId"];
element.ElementText = txtElementText.Text.Trim();
element.ElementComment = ((TextBox)_grdContactDetails.Rows[e.RowIndex].FindControl("_txtElementComment")).Text.Trim();
element.AddressId = (int)_grdContactDetails.DataKeys[e.RowIndex].Values["AddressId"];
ReturnValue returnValue = contactService.SaveAdditionalAddressElement(((LogonReturnValue)Session[SessionName.LogonSettings]).LogonId, element);
if (returnValue.Success)
{
//update the modified additional info in the session
AdditionalAddressElement[] additionalAddressElements = (AdditionalAddressElement[])Session[SessionName.ContactDetails];
for (int i = 0; i < additionalAddressElements.Length; i++)
{
if (additionalAddressElements[i].TypeId == element.TypeId)
{
additionalAddressElements[i].ElementText = element.ElementText;
additionalAddressElements[i].ElementComment = element.ElementComment;
break;
}
}
_messageCssClass = "successMessage";
_message = "Edit successful";
}
else
{
_messageCssClass = "errorMessage";
_message = returnValue.Message;
}
_grdContactDetails.EditIndex = -1;
DisplayContactDetails();
}
catch (Exception ex)
{
_messageCssClass = "errorMessage";
_message = ex.Message;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
if (ErrorOccured != null)
{
OnErrorOccured(System.EventArgs.Empty);
}
}
}
/// <summary>
/// Binds title dropdownlist control
/// </summary>
private void BindTitleDropDown()
{
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.StartRow = 0;
TitleSearchCriteria titleCriteria = new TitleSearchCriteria();
TitleSearchReturnValue titleReturnValue = contactService.TitleSearch(_logonSettings.LogonId, collectionRequest, titleCriteria);
if (titleReturnValue.Title != null)
{
_ddlTitle.DataSource = titleReturnValue.Title.Rows;
_ddlTitle.DataTextField = "TitleId";
_ddlTitle.DataValueField = "TitleId";
_ddlTitle.DataBind();
}
// Adds "Select" at zero index of dropdownlist control.
AddDefaultToDropDownList(_ddlTitle);
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
/// <summary>
/// Loads the contact details.
/// </summary>
private void LoadContact()
{
ContactServiceClient serviceClient = null;
try
{
serviceClient = new ContactServiceClient();
//_contactReturnValue = serviceClient.GetGeneralContact(_logonSettings.LogonId, _memberId, _organisationId);
if (_memberId != DataConstants.DummyGuid)
{
_personReturnValue = serviceClient.GetPerson(_logonSettings.LogonId, _memberId);
if (_personReturnValue.Success)
{
DisplayContactData();
}
else
{
throw new Exception(_contactReturnValue.Message);
}
}
else if (_organisationId != DataConstants.DummyGuid)
{
_organisationReturnValue = serviceClient.GetOrganisation(_logonSettings.LogonId, _organisationId);
if (_organisationReturnValue.Success)
{
DisplayContactData();
}
else
{
throw new Exception(_contactReturnValue.Message);
}
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (serviceClient != null)
{
if (serviceClient.State != System.ServiceModel.CommunicationState.Faulted)
serviceClient.Close();
}
}
}
/// <summary>
/// Create General contact for Individual and Organisation Contact Type
/// </summary>
private void CreateGeneralContact(string conflictNoteSummary, string conflictNoteContent)
{
ContactServiceClient contactService = null;
try
{
Person person = null;
Organisation organisation = null;
ContactType contactType = ContactType.Individual;
if (_ddlContactType.Text == "Individual")
{
person = new Person();
person.ForeName = _txtForename.Text;
person.Surname = _txtSurname.Text;
person.Title = _ddlTitle.Text;
contactType = ContactType.Individual;
}
if (_ddlContactType.Text == "Organisation")
{
organisation = new Organisation();
organisation.Name = _txtOrgName.Text;
contactType = ContactType.Organisation;
}
// Gets the address details
Address address = new Address();
address = _addressDetails.Address;
address.TypeId = 1;
contactService = new ContactServiceClient();
ReturnValue returnValue = contactService.SaveGeneralContact(_logonSettings.LogonId, address,
person, _aadContactInfo.AdditionalDetails,
contactType, organisation, conflictNoteSummary,
conflictNoteContent);
if (returnValue.Success)
{
_wizardContact.Visible = true;
Session["SuccessMesage"] = "General Contact saved successfully";
ResetControls();
}
else
{
_lblError.CssClass = "errorMessage";
_lblError.Text = returnValue.Message;
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
}
/// <summary>
/// Gets the name of the person to perform the conflict check.
/// </summary>
/// <returns></returns>
private string GetPersonName(Guid memberId)
{
string name = string.Empty;
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
PersonReturnValue returnValue = contactService.GetPerson(_logonSettings.LogonId, memberId);
if (returnValue.Success)
{
if (returnValue.Person != null)
{
name = returnValue.Person.Surname;
}
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
return name;
}
/// <summary>
/// Binds association roles
/// </summary>
private void BindAssociationRoles()
{
ContactServiceClient contactService = new ContactServiceClient();
try
{
CollectionRequest collectionRequest = new CollectionRequest();
AssociationRoleSearchCriteria associationRoleCriteria = new AssociationRoleSearchCriteria();
//PMS
associationRoleCriteria.ApplicationId = 1;
AssociationRoleSearchReturnValue associationRoleReturnValue =
contactService.AssociationRoleForApplicationSearch(_logonSettings.LogonId,
collectionRequest,
associationRoleCriteria);
if (associationRoleReturnValue.Success)
{
if (associationRoleReturnValue.AssociationRole != null)
{
//Sort based on AssociationRoleDescription
IEnumerable<AssociationRoleSearchItem> assocRolesSorted =
associationRoleReturnValue.AssociationRole.Rows.OrderBy(role => role.AssociationRoleDescription);
_ddlRole.DataSource = assocRolesSorted;
_ddlRole.DataTextField = "AssociationRoleDescription";
_ddlRole.DataValueField = "AssociationRoleID";
_ddlRole.DataBind();
}
}
else
{
throw new Exception(associationRoleReturnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
/// <summary>
/// Executes the plug-in.
/// </summary>
/// <param name="serviceProvider">The service provider.</param>
/// <remarks>
/// For improved performance, Microsoft Dynamics CRM caches plug-in instances.
/// The plug-in's Execute method should be written to be stateless as the constructor
/// is not called for every invocation of the plug-in. Also, multiple system threads
/// could execute the plug-in at the same time. All per invocation state information
/// is stored in the context. This means that you should not use global variables in plug-ins.
/// </remarks>
public void Execute(IServiceProvider serviceProvider)
{
if (serviceProvider == null)
{
throw new ArgumentNullException("serviceProvider");
}
// Construct the Local plug-in context.
LocalPluginContext localcontext = new LocalPluginContext(serviceProvider);
localcontext.Trace(string.Format(CultureInfo.InvariantCulture, "Entered {0}.Execute()", this.ChildClassName));
try
{
// Iterate over all of the expected registered events to ensure that the plugin
// has been invoked by an expected event
// For any given plug-in event at an instance in time, we would expect at most 1 result to match.
Action<LocalPluginContext> entityAction =
(from a in this.RegisteredEvents
where (
a.Item1 == localcontext.PluginExecutionContext.Stage &&
a.Item2 == localcontext.PluginExecutionContext.MessageName &&
(string.IsNullOrWhiteSpace(a.Item3) ? true : a.Item3 == localcontext.PluginExecutionContext.PrimaryEntityName)
)
select a.Item4).FirstOrDefault();
if (entityAction != null)
{
localcontext.Trace(string.Format(
CultureInfo.InvariantCulture,
"{0} is firing for Entity: {1}, Message: {2}",
this.ChildClassName,
localcontext.PluginExecutionContext.PrimaryEntityName,
localcontext.PluginExecutionContext.MessageName));
entityAction.Invoke(localcontext);
ServiceContext context = new ServiceContext(localcontext.OrganizationService);
Contact contact = null;
ModificationEnumeration modification = ModificationEnumeration.Create;
// The InputParameters collection contains all the data passed in the message request.
if (localcontext.PluginExecutionContext.InputParameters.Contains("Target") &&
localcontext.PluginExecutionContext.InputParameters["Target"] is Entity)
{
// Obtain the target entity from the input parameters.
Entity entity = (Entity)localcontext.PluginExecutionContext.InputParameters["Target"];
contact = entity.ToEntity<Contact>();
}
else if (localcontext.PluginExecutionContext.InputParameters.Contains("Target") && localcontext.PluginExecutionContext.InputParameters["Target"] is EntityReference)
{
// Obtain the target entity from the input parameters.
EntityReference entity = (EntityReference)localcontext.PluginExecutionContext.InputParameters["Target"];
contact = (from c in context.ContactSet
where c.Id == entity.Id
select c).FirstOrDefault();
modification = ModificationEnumeration.Delete;
}
ContactServiceClient client = new ContactServiceClient();
client.Open();
try
{
client.Publish(new ContactPublishRequestMessage()
{
Contact = contact,
Modification = modification
});
}
catch
{
if(client.State == CommunicationState.Faulted)
client.Abort();
throw;
}
finally
{
if(client.State == CommunicationState.Opened)
client.Close();
}
// now exit - if the derived plug-in has incorrectly registered overlapping event registrations,
// guard against multiple executions.
return;
}
}
catch (FaultException<OrganizationServiceFault> e)
{
localcontext.Trace(string.Format(CultureInfo.InvariantCulture, "Exception: {0}", e.ToString()));
// Handle the exception.
throw;
}
finally
{
localcontext.Trace(string.Format(CultureInfo.InvariantCulture, "Exiting {0}.Execute()", this.ChildClassName));
}
}
public ContactSearchItem[] SearchContact(int startRow, int pageSize, string sortBy, string contactName, string organisation,
string houseNo, string POBox, string postCode, string town,
bool forceRefresh)
{
ContactServiceClient contactService = null;
ContactSearchItem[] contacts = null;
try
{
if (HttpContext.Current.Session[SessionName.LogonSettings] != null)
{
Guid _logonId = ((LogonReturnValue)HttpContext.Current.Session[SessionName.LogonSettings]).LogonId;
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.ForceRefresh = forceRefresh;
collectionRequest.StartRow = startRow;
collectionRequest.RowCount = pageSize;
ContactSearchCriteria criteria = new ContactSearchCriteria();
criteria.ContactName = contactName;
criteria.HouseNumber = houseNo;
criteria.Organisation = organisation;
criteria.POBox = POBox;
criteria.PostCode = postCode;
criteria.Town = town;
criteria.OrderBy = sortBy;
contactService = new ContactServiceClient();
ContactSearchReturnValue returnValue =
contactService.ContactSearch(_logonId,
collectionRequest,
criteria);
if (returnValue.Success)
{
contacts = returnValue.Contacts.Rows;
_contactSearchRowCount = returnValue.Contacts.TotalRowCount;
}
else
{
ErrorEventArgs e = new ErrorEventArgs();
e.Message = returnValue.Message;
OnError(e);
}
}
return contacts;
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
/// <summary>
/// Saves the addresses.
/// </summary>
private void SaveAddresses()
{
ContactServiceClient contactService = null;
ClientServiceClient clientService = null;
try
{
CheckForModifiedAddress();
List<string> updatedAddresses = (List<string>)ViewState[UpdatedAddresses];
//Check if any of the addresses have been modified
if (updatedAddresses.Count > 0)
{
contactService = new ContactServiceClient();
List<Address> clientAddresses = (List<Address>)Session[SessionName.ClientAddresses];
foreach (string addressType in updatedAddresses)
{
foreach (Address address in clientAddresses)
{
if (address.TypeId.ToString() == addressType)
{
if (_logonSettings.UserType == (int)DataConstants.UserType.ThirdParty && Request.QueryString["mydetails"] == "true")
{
address.MemberId = _logonSettings.MemberId;
address.OrganisationId = _logonSettings.OrganisationId;
}
else
{
address.MemberId = (Guid)Session[SessionName.MemberId];
address.OrganisationId = (Guid)Session[SessionName.OrganisationId];
}
AddressReturnValue returnValue = contactService.SaveAddress(_logonSettings.LogonId, address);
if (!returnValue.Success)
{
_lblMessage.CssClass = "errorMessage";
_lblMessage.Text = returnValue.Message;
}
break;
}
}
}
updatedAddresses.Clear();
//Reload the addresses
clientService = new ClientServiceClient();
AddressSearchCriteria searchCriteria = new AddressSearchCriteria();
searchCriteria.MemberId = _memberId;
searchCriteria.OrganisationId = _organisationId;
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.ForceRefresh = true;
if (Request.QueryString["mydetails"] == "true" && _logonSettings.UserType == (int)DataConstants.UserType.ThirdParty)
{
AddressSearchReturnValue addressSearchReturnValue = new AddressSearchReturnValue();
ContactServiceClient serviceClient = new ContactServiceClient();
addressSearchReturnValue = serviceClient.GetContactAddresses(_logonSettings.LogonId, collectionRequest, searchCriteria);
clientAddresses.Clear();
//Store the addresses in a list so that we can add items if necessary
foreach (Address address in addressSearchReturnValue.Addresses.Rows)
{
clientAddresses.Add(address);
}
}
else
{
AddressSearchReturnValue addresses = clientService.GetClientAddresses(_logonSettings.LogonId,
collectionRequest,
searchCriteria);
clientAddresses.Clear();
//Store the addresses in a list so that we can add items if necessary
foreach (Address address in addresses.Addresses.Rows)
{
clientAddresses.Add(address);
}
}
if (Request.QueryString["mydetails"] == "true" && _logonSettings.UserType == (int)DataConstants.UserType.ThirdParty)
{
DisplayContactAddressDetails();
}
else
{
DisplayAddressDetails();
}
}
}
catch (System.ServiceModel.EndpointNotFoundException)
{
_lblMessage.Text = DataConstants.WSEndPointErrorMessage;
_lblMessage.CssClass = "errorMessage";
}
catch (Exception ex)
{
_lblMessage.CssClass = "errorMessage";
_lblMessage.Text = ex.Message;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
if (clientService != null)
{
if (clientService.State != System.ServiceModel.CommunicationState.Faulted)
clientService.Close();
}
}
}
/// <summary>
/// Create Service
/// </summary>
private void CreateService(string conflictNoteSummary, string conflictNoteContent)
{
ContactServiceClient contactService = null;
try
{
ServiceInfo serviceInfo = new ServiceInfo();
serviceInfo.ServiceName = _txtServiceName.Text;
serviceInfo.IndustryId = Convert.ToInt32(_ddlIndustry.SelectedValue);
//Get the address details
Address serviceAddress = _addressDetails.Address;
// Stores Service contact details entered by the user
ServiceContact serviceContactInfo = new ServiceContact();
serviceContactInfo.ServiceName = _ssService.ServiceText;
serviceContactInfo.SurName = _cdServiceContactDetails.SurName;
serviceContactInfo.ForeName = _cdServiceContactDetails.ForeName;
serviceContactInfo.Title = _cdServiceContactDetails.Title;
serviceContactInfo.Sex = Convert.ToInt32(false);
serviceContactInfo.Position = _cdServiceContactDetails.Position;
serviceContactInfo.Description = _cdServiceContactDetails.Description;
//Get the address details
Address contactAddress = _addressServiceDetails.Address;
contactService = new ContactServiceClient();
ReturnValue returnValue = contactService.SaveService(_logonSettings.LogonId, serviceAddress,
_aadServiceAddressInfo.AdditionalDetails, serviceInfo,
serviceContactInfo, contactAddress,
_aadContactInfo.AdditionalDetails, conflictNoteSummary,
conflictNoteContent);
if (returnValue.Success)
{
_wizardContact.Visible = true;
Session["SuccessMesage"] = "Service saved successfully";
ResetControls();
}
else
{
_lblError.CssClass = "errorMessage";
_lblError.Text = returnValue.Message;
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
}
}
public void BindSex()
{
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.StartRow = 0;
SexSearchCriteria sexCriteria = new SexSearchCriteria();
SexSearchReturnValue sexReturnValue = contactService.SexSearch(_logonSettings.LogonId, collectionRequest, sexCriteria);
if (sexReturnValue.Sex != null)
{
_ddlContactSex.DataSource = sexReturnValue.Sex.Rows;
_ddlContactSex.DataTextField = "Description";
_ddlContactSex.DataValueField = "Id";
_ddlContactSex.DataBind();
}
AddDefaultToDropDownList(_ddlContactSex);
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
}
private void SaveContact()
{
ContactServiceClient contactService = null;
try
{
AssociationForMatter association = GetControlData();
contactService = new ContactServiceClient();
ReturnValue returnValue = contactService.AddAssociationForMatter(_logonSettings.LogonId, association);
if (returnValue.Success)
{
Response.Redirect("~/Pages/Matter/EditMatter.aspx");
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
protected void PostcodeLookup(string AmbiguityId, string SearchStatus)
{
try
{
ContactServiceClient contactService = new ContactServiceClient();
PostcodeLookupReturnValue returnValue = new PostcodeLookupReturnValue();
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.StartRow = 0;
PostcodeLookupSearchCriteria criteria = new PostcodeLookupSearchCriteria();
criteria.Address = new Address();
criteria.Address.OrganisationName = _txtOrganisation.Text;
criteria.Address.PostBox = _txtPOBox.Text;
criteria.Address.SubBuilding = _txtSubBuildingName.Text;
criteria.Address.HouseName = _txtHouseName.Text;
criteria.Address.StreetNumber = _txtHouseNumber.Text;
criteria.Address.Line1 = _txtAddress1.Text;
criteria.Address.Line2 = _txtAddress2.Text;
criteria.Address.Line3 = _txtAddress3.Text;
criteria.Address.DependantLocality = _txtDeptLoc.Text;
criteria.Address.Town = _txtTown.Text;
criteria.Address.County = _txtCounty.Text;
criteria.Address.PostCode = _txtPostcode.Text;
criteria.Address.Country = _txtCountry.Text;
criteria.Address.DXNumber = _txtDXAddress1.Text;
criteria.Address.DXTown = _txtDXAddress2.Text;
criteria.AmbiguityId = AmbiguityId;
criteria.SearchStatus = SearchStatus;
returnValue = contactService.PostcodeLookupSearch(_logonId, criteria);
if (returnValue != null)
{
//Add each address
if (returnValue.PostcodeLookup != null)
{
_trServiceError.Style["display"] = "none";
_trServiceErrorSpace.Style["display"] = "none";
_listAddress.Style["display"] = "";
_listAddress.Items.Clear();
foreach (PostcodeLookupSearchItem cAddress in returnValue.PostcodeLookup)
{
this._listAddress.Items.Add(CreateListViewItem(cAddress));
}
}
else
{
string msg = string.Empty;
if (string.IsNullOrEmpty(returnValue.Message))
{
msg = "No matching or ambiguous addresses could be found for these details.";
}
else
{
msg = returnValue.Message;
}
_trServiceError.Style["display"] = "";
_trServiceErrorSpace.Style["display"] = "";
_listAddress.Style["display"] = "none";
_lblServiceError.Text = msg;
}
}
else
{
_trServiceError.Style["display"] = "";
_trServiceErrorSpace.Style["display"] = "";
_listAddress.Style["display"] = "none";
_lblServiceError.Text = "No matching or ambiguous addresses could be found for these details.";
}
}
catch (Exception ex)
{
//throw ex;
_trServiceError.Style["display"] = "";
_trServiceErrorSpace.Style["display"] = "";
_listAddress.Style["display"] = "none";
_lblServiceError.Text = ex.Message;
}
_mpePostcodeLookup.Show();
}
/// <summary>
/// Show/hide the search that can be performed based on the selected association role id
/// </summary>
private void ShowHideAssociationSearch()
{
if (_ddlRole.Items.Count > 0)
{
CheckForClientOnSpecialMatters();
//Create a json object that will be used to show/hide the available searches.
string jsonStr = "{";
ContactServiceClient contactService = null;
try
{
CollectionRequest collectionRequest = new CollectionRequest();
AssociationRoleSearchCriteria associationRoleCriteria = new AssociationRoleSearchCriteria();
associationRoleCriteria.RoleId = Convert.ToInt32(_ddlRole.SelectedValue);
contactService = new ContactServiceClient();
AssociationRoleSearchReturnValue associationRoleReturnValue =
contactService.AssociationRoleForRoleIdSearch(_logonSettings.LogonId,
collectionRequest,
associationRoleCriteria);
if (associationRoleReturnValue.Success)
{
if (associationRoleReturnValue.AssociationRole != null)
{
// Decide which rows to Show/Hide based on the selected role.
// Build a json object which will be used to show/hide the options using js
if (associationRoleReturnValue.AssociationRole.Rows.Length > 0)
{
// Client & Matter.
if ((associationRoleReturnValue.AssociationRole.Rows[0].AssociationRoleSearchClient) &&
(associationRoleReturnValue.AssociationRole.Rows[0].AssociationRoleSearchMatter))
{
_lblClientSearch.Text = "Client/Matter";
jsonStr += "\"ClientSearch\":\"true\"";
_clientSearch.DisplayMattersForClientGridview = true;
}
// Client.
else if (associationRoleReturnValue.AssociationRole.Rows[0].AssociationRoleSearchClient)
{
_lblClientSearch.Text = "Client";
jsonStr += "\"ClientSearch\":\"true\"";
_clientSearch.DisplayMattersForClientGridview = false;
}
// Matter.
else if (associationRoleReturnValue.AssociationRole.Rows[0].AssociationRoleSearchMatter)
{
_lblClientSearch.Text = "Matter";
jsonStr += "\"ClientSearch\":\"true\"";
_clientSearch.DisplayMattersForClientGridview = true;
}
else
{
jsonStr += "\"ClientSearch\":\"false\"";
}
// General Contact.
if (associationRoleReturnValue.AssociationRole.Rows[0].AssociationRoleSearchGeneral)
{
jsonStr += ",\"ContactSearch\":\"true\"";
}
else
{
jsonStr += ",\"ContactSearch\":\"false\"";
}
// Service Contact.
if (associationRoleReturnValue.AssociationRole.Rows[0].AssociationRoleSearchService)
{
jsonStr += ",\"ServiceSearch\":\"true\"";
}
else
{
jsonStr += ",\"ServiceSearch\":\"false\"";
}
// Search for Fee Earner
if (associationRoleReturnValue.AssociationRole.Rows[0].AssociationRoleSearchFeeEarner)
{
jsonStr += ",\"FeeEarnerSearch\":\"true\"";
}
else
{
jsonStr += ",\"FeeEarnerSearch\":\"false\"";
}
jsonStr += "}";
_hdnSearchDisplay.Value = jsonStr;
// Determine whether the selected Association Role requires a specialised search.
if (associationRoleReturnValue.AssociationRole.Rows[0].AssociationRoleSpecialisedSearch)
{
_hdnIsSpecialisedSearch.Value = "true";
}
else
{
_hdnIsSpecialisedSearch.Value = "false";
}
}
}
}
else
{
throw new Exception(associationRoleReturnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
}
}
private void GetCampaigns(DropDownList dropDownList)
{
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
CollectionRequest collectionRequest = new CollectionRequest();
CampaignSearchCriteria searchCriteria = new CampaignSearchCriteria();
CampaignSearchReturnValue returnValue = contactService.CampaignSearch(_logonId, collectionRequest,
searchCriteria);
if (returnValue.Success)
{
dropDownList.DataSource = returnValue.Campaigns.Rows;
dropDownList.DataTextField = "Description";
dropDownList.DataValueField = "CampaignId";
dropDownList.DataBind();
dropDownList.Items.Insert(0, "");
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
}
/// <summary>
/// Gets the industry for the association role
/// </summary>
/// <param name="associationRoleId">The association role id.</param>
private int GetIndustryForAssociationRole(int associationRoleId)
{
int industryId = -1;
if (_hdnIsSpecialisedSearch.Value == "true")
{
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
IndustrySearchCriteria searchCriteria = new IndustrySearchCriteria();
searchCriteria.AssociationRoleId = associationRoleId;
IndustryForAssociationRoleReturnValue returnValue = contactService.GetIndustryForAssociationRole(_logonSettings.LogonId,
searchCriteria);
if (returnValue.Success)
{
industryId = returnValue.IndustryId;
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
}
return industryId;
}
/// <summary>
/// Create Service
/// </summary>
private void CreateService(string conflictNoteSummary, string conflictNoteContent)
{
ContactServiceClient contactService = null;
try
{
ServiceInfo serviceInfo = new ServiceInfo();
serviceInfo.ServiceName = _txtServiceName.Text;
serviceInfo.IndustryId = Convert.ToInt32(_ddlIndustry.SelectedValue);
//Get the address details
Address serviceAddress = _addressDetails.Address;
// Stores Service contact details entered by the user
ServiceContact serviceContactInfo = new ServiceContact();
serviceContactInfo.ServiceName = _ssService.ServiceText;
serviceContactInfo.SurName = _cdServiceContactDetails.SurName;
serviceContactInfo.ForeName = _cdServiceContactDetails.ForeName;
serviceContactInfo.Title = _cdServiceContactDetails.Title;
serviceContactInfo.Sex = Convert.ToInt32(false);
serviceContactInfo.Position = _cdServiceContactDetails.Position;
serviceContactInfo.Description = _cdServiceContactDetails.Description;
//Get the address details
Address contactAddress = _addressServiceDetails.Address;
contactService = new ContactServiceClient();
ReturnValue returnValue = contactService.SaveService(_logonSettings.LogonId, serviceAddress,
_aadServiceAddressInfo.AdditionalDetails, serviceInfo,
serviceContactInfo, contactAddress,
_aadContactInfo.AdditionalDetails, conflictNoteSummary,
conflictNoteContent);
if (returnValue.Success)
{
_wizardContact.Visible = true;
Session["SuccessMesage"] = "Service saved successfully";
ResetControls();
}
else
{
_lblError.CssClass = "errorMessage";
_lblError.Text = returnValue.Message;
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
}
/// <summary>
/// Gets the supplimentary details for the role
/// </summary>
private void GetRoleExtendedInfo()
{
ContactServiceClient contactService = null;
try
{
CollectionRequest collectionRequest = new CollectionRequest();
RoleExtendedInfoSearchCriteria criteria = new RoleExtendedInfoSearchCriteria();
criteria.AssociationRoleId = Convert.ToInt32(_ddlRole.SelectedValue);
contactService = new ContactServiceClient();
RoleExtendedInfoReturnValue returnValue = contactService.RoleExtendedInfoSearch(_logonSettings.LogonId,
criteria, collectionRequest);
if (returnValue.Success)
{
//Set to false so that the info is not fetched again from the service if the user
//navigates back and does not change the role
_hdnRefreshRoleExtInfo.Value = "false";
if (returnValue.RoleExtendedInfo.Rows.Length > 0)
{
_grdAdditionalAssociationInfo.DataSource = returnValue.RoleExtendedInfo.Rows;
_grdAdditionalAssociationInfo.DataBind();
}
else
{
_grdAdditionalAssociationInfo.DataSource = null;
_grdAdditionalAssociationInfo.DataBind();
_wizardAddAssociationsForMatter.WizardSteps.Remove(_wizardStepAdditionalAssociationInfo2);
}
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
}
/// <summary>
/// Gets the industries.
/// </summary>
private void GetIndustries()
{
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
CollectionRequest collectionRequest = new CollectionRequest();
IndustrySearchCriteria searchCriteria = new IndustrySearchCriteria();
IndustrySearchReturnValue returnValue = contactService.IndustrySearch(_logonId,
collectionRequest, searchCriteria);
if (returnValue.Success)
{
//Add a blank item
_ddlIndustry.Items.Add(new ListItem("", "0"));
//Generate the items to be displayed in the Industry drop down list
//Get the main items
string industryText = string.Empty;
foreach (IndustrySearchItem industry in returnValue.Industries.Rows)
{
if (industry.ParentId == 0)
{
industryText = industry.Name;
_ddlIndustry.Items.Add(new ListItem(industryText, industry.Id.ToString()));
// Call method to get the sub items
GetIndustrySubItems(returnValue.Industries.Rows, industryText, industry.Id);
}
}
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
}
/// <summary>
/// Method to display the available address types.
/// </summary>
private void GetAddressTypes()
{
ContactServiceClient contactService = null;
try
{
CollectionRequest collectionRequest = new CollectionRequest();
AddressTypeSearchCriteria searchCriteria = new AddressTypeSearchCriteria();
searchCriteria.MemberId = _memId;
searchCriteria.OrganisationId = _orgId;
contactService = new ContactServiceClient();
AddressTypeReturnValue returnValue = contactService.GetAddressTypes(_logonId, collectionRequest, searchCriteria);
if (returnValue.Success)
{
_ddlAddressType.DataSource = returnValue.AddressTypes.Rows;
_ddlAddressType.DataTextField = "Description";
_ddlAddressType.DataValueField = "Id";
_ddlAddressType.DataBind();
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
}
/// <summary>
/// Gets the title values for the drop down list..
/// </summary>
private void GetTitles()
{
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
CollectionRequest collectionRequest = new CollectionRequest();
TitleSearchCriteria searchCriteria = new TitleSearchCriteria();
TitleSearchReturnValue returnValue = contactService.TitleSearch(_logonId, collectionRequest, searchCriteria);
if (returnValue.Success)
{
_ddlTitle.DataSource = returnValue.Title.Rows;
_ddlTitle.DataTextField = "TitleId";
_ddlTitle.DataValueField = "TitleId";
_ddlTitle.DataBind();
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
}
/// <summary>
/// Gets the disability values for the drop down list.
/// </summary>
private void GetDisability()
{
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
CollectionRequest collectionRequest = new CollectionRequest();
DisabilitySearchCriteria searchCriteria = new DisabilitySearchCriteria();
searchCriteria.IncludeArchived = false;
DisabilitySearchReturnValue returnValue = contactService.DisabilitySearch(_logonId,
collectionRequest, searchCriteria);
if (returnValue.Success)
{
_ddlDisability.DataSource = returnValue.Disabilities.Rows;
_ddlDisability.DataTextField = "Description";
_ddlDisability.DataValueField = "Id";
_ddlDisability.DataBind();
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
}
/// <summary>
/// Displays the address details for the selected address type.
/// </summary>
private void DisplayContactAddressDetails()
{
try
{
AddressSearchReturnValue addressSearchReturnValue = new AddressSearchReturnValue();
CollectionRequest collectionRequest = new CollectionRequest();
AddressSearchCriteria searchCriteria = new AddressSearchCriteria();
searchCriteria.MemberId = _memberId;
searchCriteria.OrganisationId = _organisationId;
ContactServiceClient serviceClient = new ContactServiceClient();
addressSearchReturnValue = serviceClient.GetContactAddresses(_logonSettings.LogonId, collectionRequest, searchCriteria);
List<Address> contactAddresses = null;
Address currentAddress = null;
if (!IsPostBack)
{
GetContactAddressTypes();
//Store the addresses in a list so that we can add items if necessary
contactAddresses = new List<Address>();
foreach (Address address in addressSearchReturnValue.Addresses.Rows)
{
contactAddresses.Add(address);
}
Session[SessionName.ClientAddresses] = contactAddresses;
}
else
{
contactAddresses = (List<Address>)Session[SessionName.ClientAddresses];
}
//Get the current selected address type and display the address
foreach (Address address in contactAddresses)
{
if (address.TypeId == 1)
{
Session[SessionName.ContactDetails] = address.AdditionalAddressElements;
}
if (address.TypeId == Convert.ToInt32(_ddlAddressType.SelectedValue))
{
currentAddress = address;
break;
}
}
//If an address exists then display it..
if (currentAddress != null)
{
List<string> updatedAddresses = (List<string>)ViewState[UpdatedAddresses];
_ucAddress.Address = currentAddress;
_ucAddress.IsDataChanged = updatedAddresses.Contains(currentAddress.TypeId.ToString());
_ucAddress.DataBind();
}
else
{
//No address exists for the current type, so create a new one
currentAddress = new Address();
currentAddress.LastVerified = DataConstants.BlankDate;
currentAddress.TypeId = Convert.ToInt32(_ddlAddressType.SelectedValue);
contactAddresses.Add(currentAddress);
_ucAddress.Address = currentAddress;
_ucAddress.IsDataChanged = false;
_ucAddress.DataBind();
}
}
catch (Exception ex)
{
throw ex;
}
}
private void GetServiceContactDetails()
{
if (_memId == DataConstants.DummyGuid)
{
throw new Exception("Member Id not set");
}
else
{
ContactServiceClient contactService = null;
try
{
contactService = new ContactServiceClient();
ServiceContactReturnValue returnValue = contactService.GetServiceContact(_logonId, _memId);
if (returnValue.Success)
{
DisplayIndividualDetails(returnValue.ServiceContact);
SelectDropDownListValue(_ddlSourceCampaign, returnValue.CampaignId.ToString());
_chkReceivesMarketing.Checked = returnValue.IsReceivingMarketingStatus;
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
}
}
/// <summary>
/// Create General contact for Individual and Organisation Contact Type
/// </summary>
private void CreateGeneralContact(string conflictNoteSummary, string conflictNoteContent)
{
ContactServiceClient contactService = null;
try
{
Person person = null;
Organisation organisation = null;
ContactType contactType = ContactType.Individual;
if (_ddlContactType.Text == "Individual")
{
person = new Person();
person.ForeName = _txtForename.Text;
person.Surname = _txtSurname.Text;
person.Title = _ddlTitle.Text;
contactType = ContactType.Individual;
}
if (_ddlContactType.Text == "Organisation")
{
organisation = new Organisation();
organisation.Name = _txtOrgName.Text;
contactType = ContactType.Organisation;
}
// Gets the address details
Address address = new Address();
address = _addressDetails.Address;
address.TypeId = 1;
contactService = new ContactServiceClient();
ReturnValue returnValue = contactService.SaveGeneralContact(_logonSettings.LogonId, address,
person, _aadContactInfo.AdditionalDetails,
contactType, organisation, conflictNoteSummary,
conflictNoteContent);
if (returnValue.Success)
{
_wizardContact.Visible = true;
Session["SuccessMesage"] = "General Contact saved successfully";
ResetControls();
}
else
{
_lblError.CssClass = "errorMessage";
_lblError.Text = returnValue.Message;
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
{
contactService.Close();
}
}
}
}
/// <summary>
/// Create Service contract
/// </summary>
private void CreateServiceContact(string conflictNoteSummary, string conflictNoteContent)
{
ContactServiceClient contactService = null;
try
{
ServiceContact serviceContactInfo = new ServiceContact();
serviceContactInfo.ServiceId = new Guid(Convert.ToString(ViewState["ServiceId"]));
serviceContactInfo.ServiceName = Convert.ToString(ViewState["ServiceName"]);
serviceContactInfo.SurName = _cdContactDetails.SurName;
serviceContactInfo.ForeName = _cdContactDetails.ForeName;
serviceContactInfo.Title = _cdContactDetails.Title;
if (_cdContactDetails.Sex!=string.Empty)
serviceContactInfo.Sex = int.Parse(_cdContactDetails.Sex);
serviceContactInfo.Position = _cdContactDetails.Position;
//Get the address details
Address address = new Address();
address = _addressDetails.Address;
contactService = new ContactServiceClient();
ReturnValue returnValue = contactService.SaveServiceContact(_logonSettings.LogonId, address, _aadContactInfo.AdditionalDetails, serviceContactInfo, conflictNoteSummary, conflictNoteContent);
if (returnValue.Success)
{
_wizardContact.Visible = true;
Session["SuccessMesage"] = "Service Contact saved successfully";
ResetControls();
}
else
{
_lblError.CssClass = "errorMessage";
_lblError.Text = returnValue.Message;
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
}
/// <summary>
/// Saves the contact details(user type 3).
/// </summary>
private void SaveContact()
{
////Perform HO UCN field length validation as it is not checked in the service layer
//if (_txtHOUCN.Text.Length > 0 && _txtHOUCN.Text.Length < 8)
//{
// _lblMessage.CssClass = "errorMessage";
// _lblMessage.Text = "All characters have not been entered for the HO UCN";
// return;
//}
//ClientServiceClient clientService = null;
ContactServiceClient contactService = null;
try
{
ContactType contactType = ContactType.Individual;
SaveAddresses();
contactService = new ContactServiceClient();
//clientService = new ClientServiceClient();
//IRIS.Law.WebServiceInterfaces.Client.Client client = GetClientDetails();
Person person = GetPersonDetails();
Organisation organisation = GetOrganisationDetails();
if (_memberId == DataConstants.DummyGuid)
contactType = ContactType.Organisation;
//ReturnValue returnValue = clientService.UpdateClient(_logonSettings.LogonId, client, person, organisation);
ReturnValue returnValue = contactService.UpdateGeneralContact(_logonSettings.LogonId, person, contactType, organisation);
if (returnValue.Success)
{
_lblMessage.CssClass = "successMessage";
_lblMessage.Text = "Edit successful";
//Generate client name label as the details may have changed
if (_memberId != DataConstants.DummyGuid)
{
_lblClientName.Text = CommonFunctions.MakeFullName(_ddlTitle.SelectedItem.Text.Trim(),
_txtForenames.Text.Trim(), _txtSurname.Text.Trim());
}
else
{
_lblClientName.Text = _txtOrganisationName.Text.Trim();
}
// _imgClientArchieved.Visible = _chkArchiveClient.Checked;
}
else
{
_lblMessage.CssClass = "errorMessage";
_lblMessage.Text = returnValue.Message;
}
}
catch (System.ServiceModel.EndpointNotFoundException)
{
_lblMessage.Text = DataConstants.WSEndPointErrorMessage;
_lblMessage.CssClass = "errorMessage";
}
catch (Exception ex)
{
_lblMessage.CssClass = "errorMessage";
_lblMessage.Text = ex.Message;
}
finally
{
if (contactService != null)
{
if (contactService.State != System.ServiceModel.CommunicationState.Faulted)
contactService.Close();
}
}
}
