protected void Page_Load(object sender, EventArgs e)
{
try
{
if (!this.IsPostBack)
{
if (Request.QueryString["cid"] == null || Request.QueryString["oid"] == null)
{
return;
}
((Main)Master).HeaderTitle = "Add activity";
bizSetting bizS = new bizSetting();
((Main)Master).HeaderDetails = "Activity to be added by "
+ bizActiveDirectory.GetUserFullName(bizUser.GetCurrentUserNameWithoutDomain())
+ " (Now)";
PopulateClassification();
PopulateContacts();
PopulateClientSummary();
PopulateOpportunitySummary();
PopulateActivityDetails();
SetAdditionalControls();
PopulateAdditionalControls();
}
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
protected void btnLookup_Click(object sender, EventArgs e)
{
try
{
bizMessage bizM = new bizMessage();
this.lblFindMessage.Visible = false;
this.lstExecutives.Visible = false;
if (this.txtFind.Text == "")
{
this.lblFindMessage.Visible = true;
return;
}
bizSetting biz = new bizSetting();
NameValueCollection execs = bizActiveDirectory.FindAccountExecutive(this.txtFind.Text);
if (execs.Count > 0)
{
this.lstExecutives.Items.Clear();
foreach (String exec in execs)
{
this.lstExecutives.Items.Add(new ListItem(exec, execs[exec]));
}
this.lstExecutives.Visible = true;
}
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
if (!this.IsPostBack)
{
PopulateClientDetails();
if (Request.QueryString["coid"] == null)
{
this.EditMode = Enums.enEditMode.Insert;
((Main)Master).HeaderTitle = "Add Contact";
bizSetting bizS = new bizSetting();
((Main)Master).HeaderDetails = "Contact to be added by "
+ bizActiveDirectory.GetUserFullName(bizUser.GetCurrentUserNameWithoutDomain())
+ " (Now)";
}
else
{
this.EditMode = Enums.enEditMode.Update;
((Main)Master).HeaderTitle = "Edit Contact";
PopulateContactDetails();
}
}
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
if (!this.IsPostBack)
{
//((Main)Master).AuthenticateUser();
bizMessage bizM = new bizMessage();
if (Session["USER"] == null)
{
this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
return;
}
((Main)Master).HeaderTitle = "Report";
((HtmlGenericControl)((Main)Master).FindControl("divWrapper")).Attributes["class"] = "wrapper-report";
bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
bizSetting bizS = new bizSetting();
PopulateTeams();
PopulateDefaults();
LoadNorthSydneyReport();
}
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
private void SetControls()
{
((Main)Master).HeaderTitle = "Add new opportunity";
bizSetting bizS = new bizSetting();
((Main)this.Master).HeaderDetails = "Opportunity added by "
+ bizActiveDirectory.GetUserFullName(bizUser.GetCurrentUserNameWithoutDomain())
+ " (Now)";
}
private void PopulateClientDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizClient biz = new bizClient();
Client c;
c = biz.GetClient(Convert.ToInt32(Request.QueryString["cid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (c == null)
{
return;
}
//general
this.lblClientName.Text = c.ClientName;
this.lblOfficeFacsimilie.Text = c.OfficeFacsimilie;
this.lblOfficePhone.Text = c.OfficePhone;
//address
this.lblAddress.Text = c.Address + ", " + c.Location + " " + c.StateCode + " " + c.PostCode;
//executive
var u = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(c.AccountExecutiveID);
bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.lblAccountExecutive.Text = "<b>" + exec.DisplayName + "</b>" + ", " + exec.Branch + " (" + exec.Region + ")";
//active contacts
bizContact bizA = new bizContact();
List <Contact> acons = c.Contacts.Where(co => co.Inactive == false).ToList();
this.grvActiveContacts.DataSource = acons;
this.ucMessanger1.ProcessMessages(bizA.MSGS, false);
this.grvActiveContacts.DataBind();
this.lblActiveContacts.Text = acons.Count.ToString();
//inactive contacts
bizContact bizI = new bizContact();
List <Contact> icons = c.Contacts.Where(co => co.Inactive == true).ToList();
this.grvInactiveContacts.DataSource = icons;
this.ucMessanger1.ProcessMessages(bizI.MSGS, false);
this.grvInactiveContacts.DataBind();
this.lblInactiveContacts.Text = icons.Count.ToString();
//buttons
this.btnBack.PostBackUrl = "ViewClient.aspx?cid=" + c.ClientID.ToString();
}
private void PopulateClientDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizClient biz = new bizClient();
Client c;
c = biz.GetClient(Convert.ToInt32(Request.QueryString["cid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (c == null)
{
return;
}
//general
this.lblClientName.Text = c.ClientName;
this.lblOfficeFacsimilie.Text = c.OfficeFacsimilie;
this.lblOfficePhone.Text = c.OfficePhone;
//address
this.lblAddress.Text = c.Address + ", " + c.Location + " " + c.StateCode + " " + c.PostCode;
//executive
var u = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(c.AccountExecutiveID);
bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.lblAccountExecutive.Text = "<b>" + exec.DisplayName + "</b>" + ", " + exec.Branch + " (" + exec.Region + ")";
//open opportunities
List <sp_web_ListClientOpenOpportunitiesResult> ooppos = biz.ListClientOpenOpportunities(c.ClientID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.grvOpenOpportunities.DataSource = ooppos;
this.grvOpenOpportunities.DataBind();
this.lblOpenOpportunities.Text = ooppos.Count.ToString();
//open opportunities
List <sp_web_ListClientClosedOpportunitiesResult> coppos = biz.ListClientClosedOpportunities(c.ClientID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.grvClosedOpportunities.DataSource = coppos;
this.grvClosedOpportunities.DataBind();
this.lblClosedOpportunities.Text = coppos.Count.ToString();
//buttons
this.btnBack.PostBackUrl = "ViewClient.aspx?cid=" + c.ClientID.ToString();
}
private void PopulateExecutives()
{
if (DisableExecutives)
{
return;
}
var user = (bizUser.enGageUser)Session["USER"];
//#region OBS
//if (user == null)
//{
// user = new bizUser.enGageUser
// {
// Branch = "Testing",
// DisplayName = "Test User",
// Region = "Testing",
// Role = 0,
// UserName = "******"
// };
//}
//#endregion OBS
switch (user.Role)
{
case (int)Enums.enUserRole.Executive:
break;
case (int)Enums.enUserRole.Branch:
case (int)Enums.enUserRole.Region:
case (int)Enums.enUserRole.Company:
case (int)Enums.enUserRole.Administrator:
var bizS = new bizSetting();
var execs = bizActiveDirectory.ListAccountExecutivesByBranchForDropDown(ddlBranch.SelectedValue);
if (execs == null)
{
return;
}
ddlExecutive.Items.Clear();
foreach (string exec in execs)
{
ddlExecutive.Items.Add(new ListItem(exec, execs[exec]));
}
SortDropDownList(ref ddlExecutive);
ddlExecutive.Items.Insert(0, new ListItem("Executives (All)", "(All)"));
break;
}
}
public static void PopulateExecutives(bizUser.enGageUser user, DropDownList ddlBranch, DropDownList ddlExecutive, bool DisableExecutives)
{
if (DisableExecutives == true)
{
return;
}
if (ddlBranch.SelectedIndex == 0 &&
(user.Role != (int)Enums.enUserRole.Executive) &&
(user.Role != (int)Enums.enUserRole.Branch)
)
{
ddlExecutive.Items.Clear();
ddlExecutive.Items.Insert(0, new ListItem("Executives (All)", "(All)"));
return;
}
switch (user.Role)
{
case (int)Enums.enUserRole.Executive:
break;
case (int)Enums.enUserRole.Branch:
case (int)Enums.enUserRole.Region:
case (int)Enums.enUserRole.Company:
case (int)Enums.enUserRole.Administrator:
{
using (Timeline.Capture("bizActiveDirectory.ListAccountExecutivesByBranchForDropDown", "AD"))
{
bizSetting bizS = new bizSetting();
NameValueCollection execs = bizActiveDirectory.ListAccountExecutivesByBranchForDropDown(ddlBranch.SelectedValue);
if (execs == null)
{
return;
}
ddlExecutive.Items.Clear();
foreach (String exec in execs)
{
ddlExecutive.Items.Add(new ListItem(exec, execs[exec]));
}
SortDropDownList(ref ddlExecutive);
ddlExecutive.Items.Insert(0, new ListItem("Executives (All)", "(All)"));
break;
}
}
}
}
private void PopulateContactDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizContact biz = new bizContact();
Contact c;
c = biz.GetContact(Convert.ToInt32(Request.QueryString["coid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (c == null)
{
return;
}
//general
this.lblContactName.Text = c.ContactName;
this.lblTitle.Text = c.Title;
this.lblMobile.Text = c.Mobile;
this.lblDirectLine.Text = c.DirectLine;
this.lblEmail.Text = c.Email;
//buttons
this.btnActiveInactive.Text = c.Inactive == true ? "Activate" : "Inactivate";
if (c.Email != "")
{
this.btnSendEmail.OnClientClick = "javascript:location.href='mailto:" + c.Email + "'";
}
else
{
this.btnSendEmail.Visible = false;
}
//audit
((Main)Master).HeaderDetails = "Client added by "
+ bizActiveDirectory.GetUserFullName(c.AddedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", c.Added) + ")";
if (c.Modified.HasValue == true)
{
((Main)Master).HeaderDetails += " / modified by "
+ bizActiveDirectory.GetUserFullName(c.ModifiedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", c.Modified.Value) + ")";
}
}
public static string GetAddedOrModifiedUser(object AddedBy, object ModifiedBy)
{
// bizActiveDirectory.GetUserFullName(biz.GetSetting("ActiveDirectory.LDAP"), bizUser.GetCurrentUserName().ToString().Replace(biz.GetSetting("Security.DomainName"), ""))
bizSetting biz = new bizSetting();
if (ModifiedBy != null)
{
return(((string)ModifiedBy).Replace(biz.GetSetting("Security.DomainName"), "").Replace(biz.GetSetting("Security.DomainNameSmi"), ""));
}
if (AddedBy != null)
{
return(((string)AddedBy).Replace(biz.GetSetting("Security.DomainName"), "").Replace(biz.GetSetting("Security.DomainNameSmi"), ""));
}
return("");
}
private void SetControls()
{
((Main)Master).HeaderTitle = "Add Client";
bizSetting bizS = new bizSetting();
((Main)Master).HeaderDetails = "Client to be added by "
+ bizActiveDirectory.GetUserFullName(bizS.GetSetting(bizUser.GetCurrentUserNameWithoutDomain()))
+ " (Now)";
//executive
bizClient biz = new bizClient();
bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
bizUser.enGageUser exec = bizUser.GetAccountExecutive(user.SMIUserName);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.lblAccountExecutive.Text = "<b>" + exec.DisplayName + "</b>" + ", " + exec.Branch + " (" + exec.Region + ")";
//defaults
this.ddlFlagged.SelectedValue = "false";
if (Request.QueryString["name"] != null)
{
txtClientName.Text = HttpUtility.UrlDecode(Request.QueryString["name"]);
}
}
private void PopulateContactDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizContact biz = new bizContact();
Contact c;
c = biz.GetContact(Convert.ToInt32(Request.QueryString["coid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (c == null)
{
return;
}
//general
this.txtContactName.Text = c.ContactName;
this.ddlTitle.SelectedValue = c.Title;
this.txtMobile.Text = c.Mobile;
this.txtDirectLine.Text = c.DirectLine;
this.txtEmail.Text = c.Email;
//audit
((Main)Master).HeaderDetails = "Client added by "
+ bizActiveDirectory.GetUserFullName(c.AddedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", c.Added) + ")";
if (c.Modified.HasValue == true)
{
((Main)Master).HeaderDetails += " / modified by "
+ bizActiveDirectory.GetUserFullName(c.ModifiedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", c.Modified.Value) + ")";
}
bizClient bizC = new bizClient();
Client cl = bizC.GetClient(int.Parse(Request.QueryString["cid"]));
var u = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(cl.AccountExecutiveID);
bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);
this.ucMessanger1.ProcessMessages(bizC.MSGS, false);
if (Session["USER"] == null)
{
this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
return;
}
bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
switch (user.Role)
{
case (int)Enums.enUserRole.Executive:
if (user.Branch == exec.Branch)
{
if (user.DisplayName != exec.DisplayName)
{
this.btnSave.Visible = false;
}
}
else
{
Response.Redirect("~/FindClient.aspx", false);
return;
}
break;
case (int)Enums.enUserRole.Branch:
if (user.Branch != exec.Branch)
{
Response.Redirect("~/FindClient.aspx", false);
return;
}
break;
case (int)Enums.enUserRole.Region:
if (user.Region == exec.Region)
{
this.btnSave.Visible = false;
}
else
{
Response.Redirect("~/FindClient.aspx", false);
return;
}
break;
case (int)Enums.enUserRole.Company:
this.btnSave.Visible = false;
break;
case (int)Enums.enUserRole.Administrator:
// full access
break;
}
}
public string GetExecutives()
{
var execs = "";
var user = (bizUser.enGageUser)Session["USER"];
switch (user.Role)
{
case (int)Enums.enUserRole.Executive:
execs = ddlExecutive.SelectedValue;
break;
case (int)Enums.enUserRole.Branch:
if (ddlRegion.SelectedIndex == 0 && ddlBranch.SelectedIndex == 0 && ddlExecutive.SelectedIndex == 0)
{
if (DisableExecutives)
{
var bizS = new bizSetting();
execs = bizActiveDirectory.ListAccountExecutivesByRegion(ddlRegion.SelectedValue);
}
else
{
execs = BuildExecsFromDropDownList();
}
}
if (ddlRegion.SelectedIndex == 0 && ddlBranch.SelectedIndex == 0 && ddlExecutive.SelectedIndex > 0)
{
execs = ddlExecutive.SelectedValue;
}
break;
case (int)Enums.enUserRole.Region:
if (ddlRegion.SelectedIndex == 0 && ddlBranch.SelectedIndex == 0 && ddlExecutive.SelectedIndex == 0)
{
var bizS = new bizSetting();
execs = bizActiveDirectory.ListAccountExecutivesByRegion(ddlRegion.SelectedValue);
}
if (ddlRegion.SelectedIndex == 0 && ddlBranch.SelectedIndex > 0 && ddlExecutive.SelectedIndex == 0)
{
var bizS = new bizSetting();
execs = bizActiveDirectory.ListAccountExecutivesByBranch(ddlBranch.SelectedValue);
}
if (ddlRegion.SelectedIndex == 0 && ddlBranch.SelectedIndex > 0 && ddlExecutive.SelectedIndex > 0)
{
execs = ddlExecutive.SelectedValue;
}
break;
case (int)Enums.enUserRole.Company:
case (int)Enums.enUserRole.Administrator:
if (ddlRegion.SelectedIndex == 0 && ddlBranch.SelectedIndex == 0 && ddlExecutive.SelectedIndex == 0)
{
execs = "(All)";
}
if (ddlRegion.SelectedIndex > 0 && ddlBranch.SelectedIndex == 0 && ddlExecutive.SelectedIndex == 0)
{
var bizS = new bizSetting();
execs = bizActiveDirectory.ListAccountExecutivesByRegion(ddlRegion.SelectedValue);
}
if (ddlRegion.SelectedIndex > 0 && ddlBranch.SelectedIndex > 0 && ddlExecutive.SelectedIndex == 0)
{
execs = BuildExecsFromDropDownList();
}
if (ddlRegion.SelectedIndex > 0 && ddlBranch.SelectedIndex > 0 && ddlExecutive.SelectedIndex > 0)
{
execs = ddlExecutive.SelectedValue;
}
break;
}
return(execs);
}
private void PopulateRegionsBranchesAndExecutives()
{
var biz = new bizBranchRegion();
var user = (bizUser.enGageUser)Session["USER"];
//#region OBS
//if (user == null)
//{
// user = new bizUser.enGageUser
// {
// Branch = "Testing",
// DisplayName = "Test User",
// Region = "Testing",
// Role = 0,
// UserName = "******"
// };
//}
//#endregion OBS
ddlRegion.Items.Clear();
ddlBranch.Items.Clear();
ddlExecutive.Items.Clear();
switch (user.Role)
{
case (int)Enums.enUserRole.Executive:
ddlRegion.Items.Add(new ListItem(user.Region, user.Region));
ddlBranch.Items.Add(new ListItem(user.Branch, user.Branch));
if (DisableExecutives == false)
{
ddlExecutive.Items.Add(new ListItem(user.DisplayName, user.UserName));
}
else
{
ddlExecutive.Items.Add(new ListItem("Executives (All)", "(All)"));
}
break;
case (int)Enums.enUserRole.Branch:
ddlRegion.Items.Add(new ListItem(user.Region, user.Region));
ddlBranch.Items.Add(new ListItem(user.Branch, user.Branch));
if (DisableExecutives == false)
{
var bizS = new bizSetting();
var execs = bizActiveDirectory.ListAccountExecutivesByBranchForDropDown(ddlBranch.SelectedValue);
if (execs == null)
{
return;
}
foreach (string exec in execs)
{
ddlExecutive.Items.Add(new ListItem(exec, execs[exec]));
}
SortDropDownList(ref ddlExecutive);
}
ddlExecutive.Items.Insert(0, new ListItem("Executives (All)", "(All)"));
break;
case (int)Enums.enUserRole.Region:
ddlRegion.Items.Add(new ListItem(user.Region, user.Region));
var bs = biz.ListBranchesByRegion(ddlRegion.SelectedValue);
if (bs == null)
{
return;
}
ddlBranch.Items.Add(new ListItem("Branches (All)", "(All)"));
foreach (var b in bs)
{
ddlBranch.Items.Add(new ListItem(b, b));
}
ddlExecutive.Items.Add(new ListItem("Executives (All)", "(All)"));
break;
case (int)Enums.enUserRole.Company:
case (int)Enums.enUserRole.Administrator:
var rs = biz.ListRegions();
if (rs == null)
{
return;
}
ddlRegion.Items.Add(new ListItem("Regions (All)", "(All)"));
foreach (var r in rs)
{
ddlRegion.Items.Add(new ListItem(r, r));
}
ddlBranch.Items.Add(new ListItem("Branches (All)", "(All)"));
ddlExecutive.Items.Add(new ListItem("Executives (All)", "(All)"));
break;
}
}
private void PopulateClientDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizClient biz = new bizClient();
Client c;
c = biz.GetClient(Convert.ToInt32(Request.QueryString["cid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (c == null)
{
return;
}
//read only
this.lblClientName.Text = c.ClientName;
this.lblOfficeFacsimilie.Text = c.OfficeFacsimilie;
this.lblOfficePhone.Text = c.OfficePhone;
if (c.Address == null)
{
this.lblAddress.Text = "no address";
this.lblAddress.CssClass = "page-text-nodata";
}
else
{
this.lblAddress.Text = c.Address + ", " + c.Location + " " + c.StateCode + " " + c.PostCode;
}
//executive
var u = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(c.AccountExecutiveID);
bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);
ucMessanger1.ProcessMessages(biz.MSGS, false);
lblAccountExecutive.Text = "<b>" + exec.DisplayName + "</b>" + ", " + exec.Branch + " (" + exec.Region + ")";
//general
//this.ddlAccountExecutive.SelectedValue = c.AccountExecutiveID.ToString();
this.txtClientCode.Text = c.ClientCode;
this.txtClientName.Text = c.ClientName;
this.txtRegisteredName.Text = c.RegisteredName;
this.txtInsuredName.Text = c.InsuredName;
if (c.ABNACN != null)
{
this.txtABNACN.Text = c.ABNACN;
}
this.txtSource.Text = c.Source;
this.txtOfficeFacsimilie.Text = c.OfficeFacsimilie;
this.txtOfficePhone.Text = c.OfficePhone;
//address
this.txtAddress.Text = c.Address;
if (c.Location != null)
{
this.ucAUPSS1.PostCode = c.PostCode;
this.ucAUPSS1.SetSuburbAndStateCode(c.Location, c.StateCode);
//this.ucAUPSS1.Suburb = c.Location;
//this.ucAUPSS1.StateCode = c.StateCode;
this.rblAddressTypes.SelectedIndex = 0;
}
else
{
this.rblAddressTypes.SelectedIndex = 1;
}
//industry
if (c.AnzsicCode != null)
{
bizIndustry bizI = new bizIndustry();
Industry ind = bizI.GetIndustry(c.AnzsicCode);
this.ucMessanger1.ProcessMessages(bizI.MSGS, false);
this.lstIndustry.Items.Add(new ListItem(ind.IndustryName + " (" + ind.AnzsicCode + ")", ind.AnzsicCode));
this.lstIndustry.SelectedIndex = 0;
if (this.lstIndustry.Items.Count > 0)
{
this.lstIndustry.Visible = true;
}
PopulateAssociations();
if (c.AssociationCode == null)
{
this.ddlAssociation.SelectedIndex = 0;
}
else
{
this.ddlAssociation.Items.RemoveAt(0);
this.ddlAssociation.SelectedValue = c.AssociationCode;
}
this.txtAssociationMemberNumber.Text = c.AssociationMemberNumber;
}
//audit
((Main)Master).HeaderDetails = "Client added by "
+ bizActiveDirectory.GetUserFullName(c.AddedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", c.Added) + ")";
if (c.Modified.HasValue == true)
{
((Main)Master).HeaderDetails += " / modified by "
+ bizActiveDirectory.GetUserFullName(c.ModifiedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", c.Modified.Value) + ")";
}
}
private void PopulateClientDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizClient biz = new bizClient();
Client c;
c = biz.GetClient(Convert.ToInt32(Request.QueryString["cid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (c == null)
{
return;
}
//general
this.lblClientCode.Text = c.ClientCode;
this.lblClientName.Text = c.ClientName;
this.lblRegisteredName.Text = c.RegisteredName;
this.lblInsuredName.Text = c.InsuredName;
if (c.ABNACN != null)
{
this.lblABNACN.Text = c.ABNACN;
}
this.lblSource.Text = c.Source;
this.lblOfficeFacsimilie.Text = c.OfficeFacsimilie;
this.lblOfficePhone.Text = c.OfficePhone;
//address
if (c.Address == null)
{
this.lblAddress.Text = "no address";
this.lblAddress.CssClass = "page-text-nodata";
}
else
{
this.lblAddress.Text = c.Address + ", " + c.Location + " " + c.StateCode + " " + c.PostCode;
}
//industry
if (c.AnzsicCode != null)
{
this.lblIndustry.Text = c.Industry.IndustryName + " (" + c.Industry.AnzsicCode + ")";
}
if (c.AssociationCode != null)
{
this.lblAssociationName.Text = c.Association.AssociationName;
this.lblAssociationMemberNumber.Text = c.AssociationMemberNumber;
}
//executive
var u = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(c.AccountExecutiveID);
bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
if (exec != null)
{
this.lblAccountExecutive.Text = "<b>" + exec.DisplayName + "</b>" + ", " + exec.Branch + " (" + exec.Region + ")";
}
else
{
this.lblAccountExecutive.Text = "<b>" + c.AccountExecutiveID + "</b>" + ", Unknown Branch (Unknown Region)";
}
//contacts
bizContact bizC = new bizContact();
List <Contact> cons = c.Contacts.Where(co => co.Inactive == false).ToList();
this.grvContacts.DataSource = cons;
this.ucMessanger1.ProcessMessages(bizC.MSGS, false);
this.grvContacts.DataBind();
this.lblActiveContacts.Text = cons.Count.ToString();
this.lblInactiveContacts.Text = (c.Contacts.Count - cons.Count).ToString();
//opportunities
List <sp_web_ListClientOpenOpportunitiesResult> oppos = biz.ListClientOpenOpportunities(c.ClientID);
this.grvOpportunities.DataSource = oppos;
this.ucMessanger1.ProcessMessages(bizC.MSGS, false);
this.grvOpportunities.DataBind();
this.lblOpenOpportunities.Text = oppos.Count.ToString();
List <sp_web_ListClientClosedOpportunitiesResult> coppos = biz.ListClientClosedOpportunities(c.ClientID);
this.lblClosedOpportunities.Text = (coppos.Count).ToString();
//audit
((Main)Master).HeaderDetails = "Client added by "
+ bizActiveDirectory.GetUserFullName(c.AddedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", c.Added) + ")";
if (c.Modified.HasValue == true)
{
((Main)Master).HeaderDetails += " / modified by "
+ bizActiveDirectory.GetUserFullName(c.ModifiedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", c.Modified.Value) + ")";
}
//buttons
this.hplContactsSeeAll.NavigateUrl = "ClientContactsAll.aspx?cid=" + c.ClientID.ToString();
if (c.Contacts.Count - cons.Count == 0)
{
this.hplContactsSeeAll.Enabled = false;
}
this.hplOpportunitiesSeeAll.NavigateUrl = "ClientOpportunitiesAll.aspx?cid=" + c.ClientID.ToString();
if (coppos.Count == 0)
{
this.hplOpportunitiesSeeAll.Enabled = false;
}
this.btnAddContact.PostBackUrl = "AddContact.aspx?cid=" + c.ClientID.ToString();
this.btnAddOpportunity.PostBackUrl = "AddOpportunity.aspx?cid=" + c.ClientID.ToString();
if (c.Inactive == true)
{
this.lblClientName.Enabled = false;
this.lblOfficePhone.Enabled = false;
this.lblAddress.Enabled = false;
this.lblOfficeFacsimilie.Enabled = false;
this.btnAddContact.Enabled = false;
this.btnAddOpportunity.Enabled = false;
this.btnActiveInactive.Text = "Activate";
this.btnEditClient.Enabled = false;
}
else
{
this.lblClientName.Enabled = true;
this.lblOfficePhone.Enabled = true;
this.lblAddress.Enabled = true;
this.lblOfficeFacsimilie.Enabled = true;
this.btnAddContact.Enabled = true;
this.btnAddOpportunity.Enabled = true;
this.btnActiveInactive.Text = "Inactivate";
this.btnEditClient.Enabled = true;
}
this.btnEditClient.PostBackUrl = "EditClient.aspx?cid=" + c.ClientID.ToString();
this.btnTransfer.PostBackUrl = "TransferClient.aspx?cid=" + c.ClientID.ToString();
// SECURITY
//sp_web_GetUserByIDResult exec = biz.GetAccountExecutive(c.AccountExecutiveID);
//this.ucMessanger1.ProcessMessages(biz.MSGS, false);
bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
switch (user.Role)
{
case (int)Enums.enUserRole.Executive:
if (user.Branch == exec.Branch)
{
if (exec == null)
{
}
else if (user.DisplayName != exec.DisplayName)
{
DisableButtons();
DisableGrids();
}
}
else
{
Response.Redirect("~/FindClient.aspx", false);
return;
}
break;
case (int)Enums.enUserRole.Branch:
if (exec == null)
{
}
else if (user.Branch == exec.Branch)
{
if (user.DisplayName != exec.DisplayName)
{
//DisableButtons();
//DisableGrids();
}
}
else
{
Response.Redirect("~/FindClient.aspx", false);
return;
}
break;
case (int)Enums.enUserRole.Region:
if (exec == null)
{
DisableButtons();
DisableGrids();
}
else if (user.Region == exec.Region)
{
if (user.DisplayName != exec.DisplayName)
{
DisableButtons();
DisableGrids();
}
}
else
{
Response.Redirect("~/FindClient.aspx", false);
return;
}
break;
case (int)Enums.enUserRole.Company:
if (exec == null)
{
DisableButtons();
DisableGrids();
}
else if (user.DisplayName != exec.DisplayName)
{
DisableButtons();
DisableGrids();
}
break;
case (int)Enums.enUserRole.Administrator:
// full access
break;
}
}
private void PopulateOpportunityDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizOpportunity biz = new bizOpportunity();
Opportunity o;
o = biz.GetOpportunity(Convert.ToInt32(Request.QueryString["oid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (o == null)
{
return;
}
//general
this.txtOpportunityName.Text = o.OpportunityName;
if (o.OpportunityDue.HasValue == true)
{
this.txtOpportunityDue.Text = String.Format("{0:dd/MM/yyyy}", o.OpportunityDue.Value);
}
this.txtIncumbentBroker.Text = o.IncumbentBroker;
this.txtIncumbentInsurer.Text = o.IncumbentInsurer;
if (o.ClassificationID.HasValue == true)
{
this.ddlClassification.SelectedValue = o.ClassificationID.Value.ToString();
}
if (o.BusinessTypeID.HasValue == true)
{
this.ddlBusinessType.SelectedValue = o.BusinessTypeID.Value.ToString();
}
if (o.ContactID.HasValue == true)
{
this.ddlContact.SelectedValue = o.ContactID.Value.ToString();
}
this.ddlFlagged.SelectedValue = o.Flagged.ToString();
if (o.NetBrokerageEstimated.HasValue == true)
{
this.txtEstimatedBrokingIncome.Text = o.NetBrokerageEstimated.ToString();
}
if (o.NetBrokerageQuoted.HasValue == true)
{
this.txtNetBrokerageQuoted.Text = o.NetBrokerageQuoted.ToString();
}
if (o.NetBrokerageActual.HasValue == true)
{
this.txtNetBrokerageActual.Text = o.NetBrokerageActual.ToString();
}
if (o.DateCompleted.HasValue == true)
{
this.txtDateCompleted.Text = String.Format("{0:dd/MM/yyyy}", o.DateCompleted);
}
this.txtMemoNumber.Text = o.MemoNumber;
//status
List <sp_web_GetCurrentOpportunityStatusResult> s = biz.GetCurrentOpportunityStatus(o.OpportunityID);
if (s != null)
{
this.lblOpportunityStatus.Text = s.First().StatusName;
}
//next status
bizActivity bizA = new bizActivity();
IList <sp_web_ListNextOpportunityStatusesResult> res = bizA.ListNextOpportunityStatuses(o.OpportunityID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.lblNextActivity.Text = "";
foreach (sp_web_ListNextOpportunityStatusesResult r in res)
{
this.lblNextActivity.Text += r.StatusName + ",";
}
char[] charsToTrim = { ',' };
this.lblNextActivity.Text.TrimEnd(charsToTrim);
if (biz.IsOpportunityCompleted(o.OpportunityID) == true)
{
this.lblNextActivity.Text = "None - Opportunity has been completed";
}
//audit
((Main)Master).HeaderDetails = "Opportunity added by "
+ bizActiveDirectory.GetUserFullName(o.AddedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", o.Added) + ")";
if (o.Modified.HasValue == true)
{
((Main)Master).HeaderDetails += " / modified by "
+ bizActiveDirectory.GetUserFullName(o.ModifiedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", o.Modified.Value) + ")";
}
////buttons
//this.btnSave.Enabled = !o.Inactive;
////controls
//this.txtOpportunityName.Enabled = !o.Inactive;
//this.txtOpportunityDue.Enabled = !o.Inactive;
//this.btnOpportunityDue.Enabled = !o.Inactive;
//this.txtIncumbentBroker.Enabled = !o.Inactive;
//this.txtIncumbentInsurer.Enabled = !o.Inactive;
//this.ddlClassification.Enabled = !o.Inactive;
//this.txtNetBrokerageQuoted.Enabled = !o.Inactive;
//this.txtNetBrokerageActual.Enabled = !o.Inactive;
//this.txtDateCompleted.Enabled = !o.Inactive;
//this.btnDateCompleted.Enabled = !o.Inactive;
//this.txtMemoNumber.Enabled = !o.Inactive;
}
private void LoadClients()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
int MaxRecords = int.Parse(bizS.GetSetting("FindClient.MaxRecords"));
bizClient biz = new bizClient();
this.ucMessanger1.ClearMessages();
if (Request.QueryString["gr"] == "ba")
{
int?records = 0;
List <sp_engage_search_clientResult> clients = biz.FindClientInBA(Request.QueryString["sc"]
, Request.QueryString["f1"]
, char.Parse(Request.QueryString["f2"])
, MaxRecords
, ref records);
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (clients == null)
{
return;
}
this.grvClientsBA.DataSource = clients;
this.grvClientsBA.DataBind();
this.lblResultCount.Text = clients.Count.ToString();
}
else
{
int?records = 0;
List <sp_web_FindClientByFieldResult> clients = biz.FindClientByField(Request.QueryString["sc"]
, Request.QueryString["f1"]
, char.Parse(Request.QueryString["f2"])
, Request.QueryString["gr"]
, MaxRecords
, ref records);
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (clients == null)
{
return;
}
foreach (sp_web_FindClientByFieldResult c in clients)
{
if (c.AccountExecutiveID != "")
{
using (Timeline.Capture("bizUser.GetAccountExecutive", "AD"))
{
var u = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(c.AccountExecutiveID);
bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);
if (exec != null)
{
c.DisplayName = exec.DisplayName;
}
else
{
c.DisplayName = c.AccountExecutiveID;
}
}
}
}
this.grvClients.DataSource = clients;
this.grvClients.DataBind();
this.lblResultCount.Text = clients.Count.ToString();
}
this.lblSearch.Text = Request.QueryString["sc"];
this.btnBack.PostBackUrl = "FindClient.aspx?" +
"sc=" + Request.QueryString["sc"] + "&" +
"f1=" + Request.QueryString["f1"] + "&" +
"f2=" + Request.QueryString["f2"];
}
private void PopulateActivityDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizActivity biz = new bizActivity();
Activity a;
a = biz.GetActivity(Convert.ToInt32(Request.QueryString["aid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (a == null)
{
return;
}
//general
this.lblActivityStatus.Text = a.Status.StatusName;
this.hidStatusID.Value = a.OpportunityStatusID.ToString();
this.txtActivityNote.Text = a.ActivityNote;
this.txtFollowUpDate.Text = string.Format("{0:dd/MM/yyyy}", a.FollowUpDate);
if (a.ContactID.HasValue == true)
{
this.ddlContact.SelectedValue = a.ContactID.ToString();
}
//audit
((Main)Master).HeaderDetails = "Activity added by "
+ bizActiveDirectory.GetUserFullName(a.AddedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", a.Added) + ")";
if (a.Modified.HasValue == true)
{
((Main)Master).HeaderDetails += " / modified by "
+ bizActiveDirectory.GetUserFullName(a.ModifiedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", a.Modified.Value) + ")";
}
////inactive
//if (a.Inactive == true)
//{
// //general
// this.ddlOpportunityStatus.Enabled = false;
// this.txtActivityNote.Enabled = false;
// this.txtFollowUpDate.Enabled = false;
// this.btnFollowUpDate.Enabled = false;
// this.txtFollowUpNote.Enabled = false;
// //additional
// this.txtIncumbentBroker.Enabled = false;
// this.txtIncumbentInsurer.Enabled = false;
// this.ddlClassification.Enabled = false;
// this.txtNetBrokerageQuoted.Enabled = false;
// this.txtNetBrokerageActual.Enabled = false;
// this.txtDateCompleted.Enabled = false;
// this.btnDateCompleted.Enabled = false;
// this.txtMemoNumber.Enabled = false;
// this.txtClientCode.Enabled = false;
// //buttons
// this.btnSave.Enabled = false;
//}
}
private void LoadClientsBA()
{
bizMessage bizM = new bizMessage();
//this.ucMessanger1.ClearMessages();
if (this.txtSearchCriteria.Text == "")
{
this.ucMessanger1.ProcessMessage(bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "SearchCriteria", typeof(TextBox), false);
return;
}
bizSetting bizS = new bizSetting();
int MaxRecords = int.Parse(bizS.GetSetting("FindClient.MaxRecords"));
bizClient biz = new bizClient();
int? records = 0;
List <sp_engage_search_clientResult> clients = biz.FindClientInBA(this.txtSearchCriteria.Text
, this.ddlClient.SelectedValue
, char.Parse(this.ddlMatch.SelectedValue)
, MaxRecords
, ref records);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
if (clients == null)
{
return;
}
if (records == 0)
{
this.btnAdd.Visible = true;
this.tdHeaderBA.Visible = false;
this.grvClientsBA.Visible = false;
this.tdFooterBA.Visible = false;
this.ucMessanger1.ProcessMessage("iBAIS: " + bizM.GetMessageText("NoClientsFound"), Enums.enMsgType.Warn, "", null, false);
}
if (records > 0 && records <= MaxRecords)
{
this.btnAdd.Visible = true;
this.lblResultCountBA.Text = clients.Count.ToString();
this.lblSearchBA.Text = this.txtSearchCriteria.Text;
this.tdHeaderBA.Visible = true;
this.grvClientsBA.DataSource = clients;
this.grvClientsBA.DataBind();
this.grvClientsBA.Visible = true;
this.tdFooterBA.Visible = true;
this.lnkBA.Enabled = true;
if (clients.Count <= this.grvClientsBA.PageSize)
{
this.lnkBA.Enabled = false;
}
if (records == MaxRecords)
{
this.ucMessanger1.ProcessMessage("iBAIS: " + bizM.GetMessageText("MaxClientsReached"), Enums.enMsgType.Warn, "", null, false);
}
}
if (records > MaxRecords)
{
this.btnAdd.Visible = false;
this.tdHeaderBA.Visible = false;
this.grvClientsBA.Visible = false;
this.tdFooterBA.Visible = false;
this.ucMessanger1.ProcessMessage("iBAIS: " + bizM.GetMessageText("TooManyClientsFound"), Enums.enMsgType.Warn, "", null, false);
}
}
private void LoadClients()
{
bizMessage biz = new bizMessage();
this.ucMessanger1.ClearMessages();
this.txtSearchCriteria.CssClass = "control";
//this.ucMessanger1.UnmarkControls(); // todo: doesn't work
this.grvClientsClientName.Visible = false;
this.grvClientsAddress.Visible = false;
this.grvClientsIndustry.Visible = false;
if (this.txtSearchCriteria.Text == "")
{
this.ucMessanger1.ProcessMessage(biz.GetMessageText("EmptyField"), Enums.enMsgType.Err, "SearchCriteria", typeof(TextBox), false);
return;
}
bizSetting bizS = new bizSetting();
int MaxRecords = int.Parse(bizS.GetSetting("FindClient.MaxRecords"));
bizClient bizC = new bizClient();
int? records = 0;
List <sp_web_FindClientByFieldResult> clients = bizC.FindClientByField(this.txtSearchCriteria.Text
, this.ddlClient.SelectedValue
, char.Parse(this.ddlMatch.SelectedValue)
, null
, MaxRecords
, ref records);
this.ucMessanger1.ProcessMessages(bizC.MSGS, true);
if (clients == null)
{
return;
}
// get all users in AD
var allusersResult = bizUser.GetUsersAccountExecutives(clients.Select <sp_web_FindClientByFieldResult, string>(x => x.AccountExecutiveID).Distinct().ToList());
// change all clients
clients.ForEach(
x =>
{
if (x.AccountExecutiveID != "" && allusersResult.ContainsKey(x.AccountExecutiveID))
{
bizUser.enGageUser exec = allusersResult[x.AccountExecutiveID]; //bizUser.GetAccountExecutive(x.AccountExecutiveID);
if (exec != null)
{
x.DisplayName = exec.DisplayName;
}
else
{
x.DisplayName = x.AccountExecutiveID;
}
}
}
);
List <sp_web_FindClientByFieldResult> cn = clients.Where(c => c.Match == "client").ToList();
List <sp_web_FindClientByFieldResult> add = clients.Where(c => c.Match == "address").ToList();
List <sp_web_FindClientByFieldResult> ind = clients.Where(c => c.Match == "industry").ToList();
if (records == 0)
{
this.btnAdd.Visible = true;
this.tdHeaderCN.Visible = false;
this.tdFooterCN.Visible = false;
this.tdHeaderAD.Visible = false;
this.tdFooterAD.Visible = false;
this.tdHeaderIND.Visible = false;
this.tdFooterIND.Visible = false;
this.ucMessanger1.ProcessMessage("enGage: " + biz.GetMessageText("NoClientsFound"), Enums.enMsgType.Warn, "", null, false);
// change the new postpack url
btnAdd.PostBackUrl += "?name=" + HttpUtility.UrlEncode(this.txtSearchCriteria.Text);
return;
}
if (records > 0 && records <= MaxRecords)
{
this.btnAdd.Visible = true;
/*foreach (sp_web_FindClientByFieldResult c in cn)
* {
* if (c.AccountExecutiveID != "")
* {
* bizUser.enGageUser exec = bizUser.GetAccountExecutive(c.AccountExecutiveID);
* if (exec != null)
* c.DisplayName = exec.DisplayName;
* else
* c.DisplayName = c.AccountExecutiveID;
* }
* }
* foreach (sp_web_FindClientByFieldResult c in add)
* {
* if (c.AccountExecutiveID != "")
* {
* bizUser.enGageUser exec = bizUser.GetAccountExecutive(c.AccountExecutiveID);
* if (exec != null)
* c.DisplayName = exec.DisplayName;
* else
* c.DisplayName = c.AccountExecutiveID;
* }
* }
* foreach (sp_web_FindClientByFieldResult c in ind)
* {
* if (c.AccountExecutiveID != "")
* {
* bizUser.enGageUser exec = bizUser.GetAccountExecutive(c.AccountExecutiveID);
* if (exec != null)
* c.DisplayName = exec.DisplayName;
* else
* c.DisplayName = c.AccountExecutiveID;
* }
* }*/
if (cn.Count == 0)
{
this.tdHeaderCN.Visible = false;
this.grvClientsClientName.Visible = false;
this.tdFooterCN.Visible = false;
}
else
{
this.lblResultCountCN.Text = cn.Count.ToString();
this.lblSearchCN.Text = this.txtSearchCriteria.Text;
this.tdHeaderCN.Visible = true;
this.grvClientsClientName.DataSource = cn;
this.grvClientsClientName.DataBind();
this.grvClientsClientName.Visible = true;
this.tdFooterCN.Visible = true;
this.lnkCN.Enabled = true;
if (cn.Count <= this.grvClientsClientName.PageSize)
{
this.lnkCN.Enabled = false;
}
}
if (add.Count == 0)
{
this.tdHeaderAD.Visible = false;
this.grvClientsAddress.Visible = false;
this.tdFooterAD.Visible = false;
}
else
{
this.lblResultCountAD.Text = add.Count.ToString();
this.lblSearchAD.Text = this.txtSearchCriteria.Text;
this.tdHeaderAD.Visible = true;
this.grvClientsAddress.DataSource = add;
this.grvClientsAddress.DataBind();
this.grvClientsAddress.Visible = true;
this.tdFooterAD.Visible = true;
this.lnkAD.Enabled = true;
if (add.Count <= this.grvClientsAddress.PageSize)
{
this.lnkAD.Enabled = false;
}
}
if (ind.Count == 0)
{
this.tdHeaderIND.Visible = false;
this.grvClientsIndustry.Visible = false;
this.tdFooterIND.Visible = false;
}
else
{
this.lblResultCountIND.Text = ind.Count.ToString();
this.lblSearchIND.Text = this.txtSearchCriteria.Text;
this.tdHeaderIND.Visible = true;
this.grvClientsIndustry.DataSource = ind;
this.grvClientsIndustry.DataBind();
this.grvClientsIndustry.Visible = true;
this.tdFooterIND.Visible = true;
this.lnkIND.Enabled = true;
if (ind.Count <= this.grvClientsIndustry.PageSize)
{
this.lnkIND.Enabled = false;
}
}
if (records == MaxRecords)
{
this.ucMessanger1.ProcessMessage("enGage: " + biz.GetMessageText("MaxClientsReached"), Enums.enMsgType.Warn, "", null, false);
}
return;
}
if (records > MaxRecords)
{
this.btnAdd.Visible = false;
this.tdHeaderCN.Visible = false;
this.tdFooterCN.Visible = false;
this.tdHeaderAD.Visible = false;
this.tdFooterAD.Visible = false;
this.tdHeaderIND.Visible = false;
this.tdFooterIND.Visible = false;
this.ucMessanger1.ProcessMessage("enGage: " + biz.GetMessageText("TooManyClientsFound"), Enums.enMsgType.Warn, "", null, false);
return;
}
}
public static void PopulateRegionsBranchesAndExecutives(bizUser.enGageUser user, DropDownList ddlRegion, DropDownList ddlBranch, DropDownList ddlExecutive, bool DisableExecutives, bool overrideDefaultRegion)
{
bizBranchRegion biz = new bizBranchRegion();
ddlRegion.Items.Clear();
ddlBranch.Items.Clear();
ddlExecutive.Items.Clear();
switch (user.Role)
{
case (int)Enums.enUserRole.Executive:
ddlRegion.Items.Add(new ListItem(user.Region, user.Region));
ddlBranch.Items.Add(new ListItem(user.Branch, user.Branch));
if (DisableExecutives == false)
{
ddlExecutive.Items.Add(new ListItem(user.DisplayName, user.UserName));
}
else
{
ddlExecutive.Items.Add(new ListItem("Executives (All)", "(All)"));
}
break;
case (int)Enums.enUserRole.Branch:
ddlRegion.Items.Add(new ListItem(user.Region, user.Region));
ddlBranch.Items.Add(new ListItem(user.Branch, user.Branch));
if (DisableExecutives == false)
{
using (Timeline.Capture("bizActiveDirectory.ListAccountExecutivesByBranchForDropDown", "AD"))
{
bizSetting bizS = new bizSetting();
NameValueCollection execs = bizActiveDirectory.ListAccountExecutivesByBranchForDropDown(ddlBranch.SelectedValue);
if (execs == null)
{
return;
}
foreach (String exec in execs)
{
ddlExecutive.Items.Add(new ListItem(exec, execs[exec]));
}
SortDropDownList(ref ddlExecutive);
}
}
ddlExecutive.Items.Insert(0, new ListItem("Executives (All)", "(All)"));
break;
case (int)Enums.enUserRole.Region:
ddlRegion.Items.Add(new ListItem(user.Region, user.Region));
List <String> bs = biz.ListBranchesByRegion(ddlRegion.SelectedValue);
if (bs == null)
{
return;
}
ddlBranch.Items.Add(new ListItem("Branches (All)", "(All)"));
foreach (String b in bs)
{
ddlBranch.Items.Add(new ListItem(b, b));
}
ddlExecutive.Items.Add(new ListItem("Executives (All)", "(All)"));
break;
case (int)Enums.enUserRole.Company:
case (int)Enums.enUserRole.Administrator:
List <String> rs = biz.ListRegions();
if (rs == null)
{
return;
}
ddlRegion.Items.Add(new ListItem("Regions (All)", "(All)"));
foreach (String r in rs)
{
ddlRegion.Items.Add(new ListItem(r, r));
}
ddlBranch.Items.Add(new ListItem("Branches (All)", "(All)"));
ddlExecutive.Items.Add(new ListItem("Executives (All)", "(All)"));
if (overrideDefaultRegion)
{
ddlRegion.SelectedValue = user.Region;
ddlRegion.Items.RemoveAt(0);
}
break;
}
}
public static String GetExecutives(bizUser.enGageUser user, DropDownList ddlExecutive, DropDownList ddlRegion, DropDownList ddlBranch, bool DisableExecutives)
{
string execs = "";
switch (user.Role)
{
case (int)Enums.enUserRole.Executive:
execs = ddlExecutive.SelectedValue;
break;
case (int)Enums.enUserRole.Branch:
if (ddlRegion.SelectedIndex == 0 && ddlBranch.SelectedIndex == 0 && ddlExecutive.SelectedIndex == 0)
{
if (DisableExecutives == true)
{
using (Timeline.Capture("bizActiveDirectory.ListAccountExecutivesByRegion", "AD"))
{
bizSetting bizS = new bizSetting();
execs = bizActiveDirectory.ListAccountExecutivesByRegion(ddlRegion.SelectedValue);
}
}
else
{
execs = BuildExecsFromDropDownList(ddlExecutive);
}
}
if (ddlRegion.SelectedIndex == 0 && ddlBranch.SelectedIndex == 0 && ddlExecutive.SelectedIndex > 0)
{
execs = ddlExecutive.SelectedValue;
}
break;
case (int)Enums.enUserRole.Region:
if (ddlRegion.SelectedIndex == 0 && ddlBranch.SelectedIndex == 0 && ddlExecutive.SelectedIndex == 0)
{
using (Timeline.Capture("bizActiveDirectory.ListAccountExecutivesByRegion", "AD"))
{
bizSetting bizS = new bizSetting();
execs = bizActiveDirectory.ListAccountExecutivesByRegion(ddlRegion.SelectedValue);
}
}
if (ddlRegion.SelectedIndex == 0 && ddlBranch.SelectedIndex > 0 && ddlExecutive.SelectedIndex == 0)
{
using (Timeline.Capture("bizActiveDirectory.ListAccountExecutivesByBranch", "AD"))
{
bizSetting bizS = new bizSetting();
execs = bizActiveDirectory.ListAccountExecutivesByBranch(ddlBranch.SelectedValue);
}
}
if (ddlRegion.SelectedIndex == 0 && ddlBranch.SelectedIndex > 0 && ddlExecutive.SelectedIndex > 0)
{
execs = ddlExecutive.SelectedValue;
}
break;
case (int)Enums.enUserRole.Company:
case (int)Enums.enUserRole.Administrator:
if (ddlRegion.SelectedIndex == 0 && ddlBranch.SelectedIndex == 0 && ddlExecutive.SelectedIndex == 0)
{
execs = "(All)";
}
if (ddlRegion.SelectedIndex > 0 && ddlBranch.SelectedIndex == 0 && ddlExecutive.SelectedIndex == 0)
{
using (Timeline.Capture("bizActiveDirectory.ListAccountExecutivesByRegion", "AD"))
{
bizSetting bizS = new bizSetting();
execs = bizActiveDirectory.ListAccountExecutivesByRegion(ddlRegion.SelectedValue);
}
}
if (ddlRegion.SelectedIndex > 0 && ddlBranch.SelectedIndex > 0 && ddlExecutive.SelectedIndex == 0)
{
execs = BuildExecsFromDropDownList(ddlExecutive);
}
if (ddlRegion.SelectedIndex > 0 && ddlBranch.SelectedIndex > 0 && ddlExecutive.SelectedIndex > 0)
{
execs = ddlExecutive.SelectedValue;
}
break;
}
return(execs);
}
private void PopulateOpportunityDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizOpportunity biz = new bizOpportunity();
Opportunity o;
o = biz.GetOpportunity(int.Parse(Request.QueryString["oid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (o == null)
{
return;
}
switch (o.BusinessType.BusinessTypeName)
{
case Enums.enBusinessType.NewBusiness:
this.imgBusinessType.ImageUrl = "~/images/OpportunityNewBusiness.gif";
break;
case Enums.enBusinessType.ReclaimedBusiness:
this.imgBusinessType.ImageUrl = "~/images/OpportunityReclaimedBusiness.gif";
break;
case Enums.enBusinessType.ExistingClients:
this.imgBusinessType.ImageUrl = "~/images/OpportunityExistingClients.gif";
break;
case Enums.enBusinessType.QuickQuote:
this.imgBusinessType.ImageUrl = "~/images/OpportunityQuickQuote.gif";
break;
case Enums.enBusinessType.QuickWin:
this.imgBusinessType.ImageUrl = "~/images/OpportunityQuickWin.gif";
break;
case Enums.enBusinessType.QuickCall:
this.imgBusinessType.ImageUrl = "~/images/OpportunityQuickCall.gif";
break;
}
this.imgFlagged.Visible = o.Flagged;
if (o.Flagged == false)
{
this.btnFlagUnflag.Text = "Flag";
}
else
{
this.btnFlagUnflag.Text = "Un-Flag";
}
this.lblOpportunityName.Text = o.OpportunityName;
this.lblOpportunityDue.Text = string.Format("{0:dd-MMM-yy}", o.OpportunityDue);
if (o.ContactID != null)
{
this.lblContact.Text = o.Contact.ContactName;
}
this.lblMemoNumber.Text = o.MemoNumber;
if (o.ClassificationID != null)
{
this.lblClassification.Text = o.Classification.ClassificationName;
}
this.lblIncumbentBroker.Text = o.IncumbentBroker;
this.lblIncumbentUnderwriter.Text = o.IncumbentInsurer;
this.lblNetBrokerageQuoted.Text = string.Format("{0:C}", o.NetBrokerageQuoted);
this.lblNetBrokerageActual.Text = string.Format("{0:C}", o.NetBrokerageActual);
List <sp_web_GetCurrentOpportunityStatusResult> s = biz.GetCurrentOpportunityStatus(o.OpportunityID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
if (s != null)
{
this.lblStatus.Text = s.First().StatusName;
}
bizActivity bizA = new bizActivity();
this.lblNextActivity.Text = "";
IList <sp_web_ListNextOpportunityStatusesResult> res = bizA.ListNextOpportunityStatuses(o.OpportunityID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
foreach (sp_web_ListNextOpportunityStatusesResult r in res)
{
this.lblNextActivity.Text += r.StatusName + ",";
}
char[] charsToTrim = { ',' };
this.lblNextActivity.Text = this.lblNextActivity.Text.TrimEnd(charsToTrim);
if (res.Count == 0)
{
IList <sp_web_ListCurrentOpportunityStatusesResult> rs = bizA.ListCurrentOpportunityStatuses(o.OpportunityID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
foreach (sp_web_ListCurrentOpportunityStatusesResult r in rs)
{
this.lblNextActivity.Text += r.StatusName + ",";
}
char[] chrsToTrim = { ',' };
this.lblNextActivity.Text = this.lblNextActivity.Text.TrimEnd(chrsToTrim);
}
this.lblFollowUpCompleted.Text = string.Format("{0:dd-MMM-yy}", biz.GetCurrentFollowUpDate(o.OpportunityID));
if (biz.IsOpportunityCompleted(o.OpportunityID) == true)
{
this.lblNextActivity.Text = "None - Opportunity has been completed";
this.lblFollowUpCompletedLabel.Text = "Completed:";
this.lblFollowUpCompleted.Text = string.Format("{0:dd-MMM-yy}", o.DateCompleted);
this.btnAddActivity.Visible = false;
}
this.lblActive.Text = o.Activities.Where(a => a.Inactive == false).Count().ToString();
this.lblInactive.Text = o.Activities.Where(a => a.Inactive == true).Count().ToString();
if (int.Parse(this.lblInactive.Text) == 0)
{
this.lnkSeeAll.Enabled = false;
}
else
{
this.lnkSeeAll.Enabled = true;
}
//activities
this.grvActivities.DataSource = biz.ListOpportunityActiveActivites(o.OpportunityID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.grvActivities.DataBind();
//audit
((Main)Master).HeaderDetails = "Opportunity added by "
+ bizActiveDirectory.GetUserFullName(o.AddedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", o.Added) + ")";
if (o.Modified.HasValue == true)
{
((Main)Master).HeaderDetails += " / modified by "
+ bizActiveDirectory.GetUserFullName(o.ModifiedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", o.Modified.Value) + ")";
}
}
private void SetHeaderAndFooter()
{
bizSetting biz = new bizSetting();
this.lblVersion.Text = System.Reflection.Assembly.GetExecutingAssembly().GetName().Version.ToString();
this.lblReleased.Text = String.Format("{0:dd MMMM yyyy}", System.IO.File.GetLastWriteTime(System.Reflection.Assembly.GetExecutingAssembly().Location));
bizUser.enGageUser currentUser = (bizUser.enGageUser)Session["USER"];
var env = Cache.Get("env") as string;
if (String.IsNullOrEmpty(env))
{
this.Environment = biz.GetSetting("Application.Environment");
Cache.Insert("env", Environment);
}
if (this.Environment == "Production")
{
if (this.GetCurrentPageName().ToLower() == "northsydneyreport.aspx" ||
this.GetCurrentPageName().ToLower() == "dashboardtotals.aspx" ||
this.GetCurrentPageName().ToLower() == "dashboard.aspx" ||
this.GetCurrentPageName().ToLower() == "tallyboard.aspx"
)
{
this.header.Attributes["class"] = "header";
this.footer.Attributes["class"] = "footer";
}
else
{
this.header.Attributes["class"] = "header";
this.footer.Attributes["class"] = "footer";
}
// this.lblHeaderLine1.CssClass = "header-line1-alt";
// this.lblHeaderLine2.CssClass = "header-line2-alt";
this.lblHeaderLine1.Text = this.lblHeaderLine1.Text.Replace("???", "<span class='header-line1-name' runat='server'>"
+ currentUser.DisplayName
+ "</span>");
}
else
{
this.lblEnvironment.Text = this.Environment;
this.lblHeaderLine1.Text = this.lblHeaderLine1.Text.Replace("???", "<span class='header-line1-name-alt' runat='server'>"
+ currentUser.DisplayName
+ "</span>");
if (this.GetCurrentPageName().ToLower() == "northsydneyreport.aspx" ||
this.GetCurrentPageName().ToLower() == "dashboardtotals.aspx" ||
this.GetCurrentPageName().ToLower() == "dashboard.aspx" ||
this.GetCurrentPageName().ToLower() == "tallyboard.aspx"
)
{
this.header.Attributes["class"] = "header-wide-alt";
this.footer.Attributes["class"] = "footer-wide-alt";
}
else
{
this.header.Attributes["class"] = "header-alt";
this.footer.Attributes["class"] = "footer-alt";
}
this.lblHeaderLine1.CssClass = "header-line1-alt";
this.lblHeaderLine2.CssClass = "header-line2-alt";
enGageDataContext db = new enGageDataContext();
this.lblDatabase.Text = "database " + db.Connection.Database + " on " + db.Connection.DataSource + " server";
}
}
private void PopulateActivityDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizActivity biz = new bizActivity();
//status
this.ddlOpportunityStatus.Items.Add(new ListItem("-- Please Select --", ""));
List <sp_web_ListNextOpportunityStatusesResult> ss = biz.ListNextOpportunityStatuses(int.Parse(Request.QueryString["oid"]));
foreach (sp_web_ListNextOpportunityStatusesResult s in ss)
{
this.ddlOpportunityStatus.Items.Add(new ListItem(s.StatusName, s.StatusID.ToString()));
}
if (ss.Count == 0) // pending
{
List <sp_web_ListCurrentOpportunityStatusesResult> cs = biz.ListCurrentOpportunityStatuses(int.Parse(Request.QueryString["oid"]));
foreach (sp_web_ListCurrentOpportunityStatusesResult s in cs)
{
this.ddlOpportunityStatus.Items.Add(new ListItem(s.StatusName, s.StatusID.ToString()));
}
}
//bizClient bizC = new bizClient();
//Client cc = bizC.GetClient(int.Parse(Request.QueryString["cid"]));
//sp_web_GetUserByIDResult exec = bizC.GetAccountExecutive(cc.AccountExecutiveID);
//this.ucMessanger1.ProcessMessages(bizC.MSGS, false);
//bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
//switch (user.Role)
//{
// case (int)Enums.enUserRole.Executive:
// if (user.Branch == exec.Branch)
// {
// if (user.DisplayName != exec.DisplayName)
// {
// this.btnSave.Enabled = false;
// this.btnInactive.Enabled = false;
// }
// }
// else
// {
// Response.Redirect("~/FindClient.aspx", false);
// return;
// }
// break;
// case (int)Enums.enUserRole.Branch:
// if (user.Branch != exec.Branch)
// {
// Response.Redirect("~/FindClient.aspx", false);
// return;
// }
// break;
// case (int)Enums.enUserRole.Region:
// if (user.Region == exec.Region)
// {
// this.btnSave.Enabled = false;
// this.btnInactive.Enabled = false;
// }
// else
// {
// Response.Redirect("~/FindClient.aspx", false);
// return;
// }
// break;
// case (int)Enums.enUserRole.Company:
// this.btnSave.Enabled = false;
// this.btnInactive.Enabled = false;
// break;
// case (int)Enums.enUserRole.Administrator:
// // full access
// break;
//}
}
protected void AuthenticateUser()
{
if (Session["USER"] != null)
{
return;
}
bizSetting biz = new bizSetting();
var u = bizUser.GetCurrentUserNameWithoutDomain();
bizUser.enGageUser user = bizUser.GetCurrentUser(u);
if (user == null)
{
Response.Redirect("~/NotAuthorised.aspx", false);
return;
}
//check if it's in one of the correct domains
string userName = bizUser.GetCurrentUserName().ToUpper();
if (userName.Contains(biz.GetSetting("Security.DomainName")) ||
userName.Contains(biz.GetSetting("Security.DomainNameSmi")))
{
//ok to proceed
}
else
{
Response.Redirect("~/NotAuthorised.aspx", false);
return;
}
if (Session["USER"] == null)
{
System.Security.Principal.WindowsPrincipal wp = null;
wp = bizUser.GetCurrentAuthinticatedUserPrincipal(); //(System.Security.Principal.WindowsPrincipal)HttpContext.Current.User;
string username = wp.Identity.Name;
var groups = GetGroupNames(username);
// =======================================================================
//check user roles/groups
string ExecutiveGroup = biz.GetSetting("Security.ADExecutiveGroup");
string ExecutiveGroupSmi = biz.GetSetting("Security.ADExecutiveGroupSmi");
if (groups.Contains(ExecutiveGroupSmi))
{
user.Role = (int)Enums.enUserRole.Executive;
}
//try
//{
// if (wp.IsInRole(ExecutiveGroup) || wp.IsInRole(ExecutiveGroupSmi))
// {
// user.Role = (int)Enums.enUserRole.Executive;
// }
//}
//catch
//{
// //do nothing
//}
// =======================================================================
string BranchGroup = biz.GetSetting("Security.ADBranchGroup");
string BranchGroupSmi = biz.GetSetting("Security.ADBranchGroupSmi");
if (groups.Contains(BranchGroupSmi))
{
user.Role = (int)Enums.enUserRole.Branch;
}
//try
//{
// if (wp.IsInRole(BranchGroup) || wp.IsInRole(BranchGroupSmi))
// {
// user.Role = (int)Enums.enUserRole.Branch;
// }
//}
//catch
//{
// //do nothing
//}
// =======================================================================
string RegionGroup = biz.GetSetting("Security.ADRegionGroup");
string RegionGroupSmi = biz.GetSetting("Security.ADRegionGroupSmi");
if (groups.Contains(RegionGroupSmi))
{
user.Role = (int)Enums.enUserRole.Region;
}
//try
//{
// if (wp.IsInRole(RegionGroup) || wp.IsInRole(RegionGroupSmi))
// {
// user.Role = (int)Enums.enUserRole.Region;
// }
//}
//catch
//{
// //do nothing
//}
// =======================================================================
string CompanyGroup = biz.GetSetting("Security.ADCompanyGroup");
string CompanyGroupSmi = biz.GetSetting("Security.ADCompanyGroupSmi");
if (groups.Contains(CompanyGroupSmi))
{
user.Role = (int)Enums.enUserRole.Company;
}
//try
//{
// if (wp.IsInRole(CompanyGroup) || wp.IsInRole(CompanyGroupSmi))
// {
// user.Role = (int)Enums.enUserRole.Company;
// }
//}
//catch
//{
// //do nothing
//}
// =======================================================================
string AdminGroup = biz.GetSetting("Security.ADAdminGroup");
string AdminGroupSmi = biz.GetSetting("Security.ADAdminGroupSmi");
if (groups.Contains(AdminGroupSmi))
{
user.Role = (int)Enums.enUserRole.Administrator;
}
//try
//{
// if (wp.IsInRole(AdminGroup) || wp.IsInRole(AdminGroupSmi))
// {
// user.Role = (int)Enums.enUserRole.Administrator;
// }
//}
//catch
//{
// //do nothing
//}
if (user.Role == null)
{
Response.Redirect("~/NotAuthorised.aspx", false);
return;
}
Session.Add("USER", user);
}
}
private void PopulateActivityDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizActivity biz = new bizActivity();
Activity a;
a = biz.GetActivity(Convert.ToInt32(Request.QueryString["aid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (a == null)
{
return;
}
this.lblActivityStatus.Text = a.Status.StatusName;
this.lblActivityNote.Text = a.ActivityNote.Replace("\n", "<br />");
this.lblFollowUpDate.Text = string.Format("{0:dd-MMM-yy}", a.FollowUpDate);
if (a.ContactID.HasValue == true)
{
this.lblContact.Text = a.Contact.ContactName;
}
((Main)Master).HeaderDetails = "Activity added by "
+ bizActiveDirectory.GetUserFullName(a.AddedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", a.Added) + ")";
if (a.Modified.HasValue == true)
{
((Main)Master).HeaderDetails += " / modified by "
+ bizActiveDirectory.GetUserFullName(a.ModifiedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", a.Modified.Value) + ")";
}
//inactive
if (a.Inactive == true)
{
this.tblActivity.Disabled = true;
this.btnInactivate.Visible = false;
this.btnSendEmail.Visible = false;
this.btnAddActivity.Visible = false;
this.btnEditActivity.Visible = false;
}
else
{
if (biz.GetInitialStatus().StatusID == a.OpportunityStatusID)
{
this.btnInactivate.Visible = false;
}
if (this.lblOpportunityStatus.Text != this.lblActivityStatus.Text)
{
this.btnInactivate.Visible = false;
}
this.btnSendEmail.Visible = a.ContactID.HasValue;
if (a.ContactID.HasValue == true)
{
if (a.Contact.Email != "")
{
this.btnSendEmail.OnClientClick = "javascript:location.href='mailto:" + a.Contact.Email + "'";
}
}
}
}
