public void buildFeeTargetReport()
{
Root = new RootElement ("Practice Fee Target Progress");
Stripper.SetReportHeader (Root, "Practice Fee Target Progress", null, contentWidth);
PracticeTotals totals = this.report.practiceTotals;
var totSection = new Section ("");
var tot1 = new BigFinanceElement ("Invoiced MTD Total: ", totals.invoicedMTDTotal);
totSection.Add (tot1);
Root.Add (totSection);
//Fee Target Progress: The Invoiced Debits MTD field display the invoiced YTD value
if (totals.recordedMTD != null) {
var mtdSection = new Section ("Recorded MTD");
mtdSection.Add (getElement (totals.recordedMTD.achieved, "Achieved: "));
mtdSection.Add (getElement (totals.recordedMTD.estimatedTarget, "Estimated Target: "));
mtdSection.Add (getElement (totals.recordedMTD.invoicedDebits, "Invoiced: "));
mtdSection.Add (getElement (totals.recordedMTD.unbilled, "Unbilled: "));
mtdSection.Add (getElement (totals.recordedMTD.total, "Total: "));
Root.Add (mtdSection);
}
if (totals.recordedYTD != null) {
var mtdSection = new Section ("Recorded YTD");
mtdSection.Add (getElement (totals.recordedYTD.achieved, "Achieved: "));
mtdSection.Add (getElement (totals.recordedYTD.estimatedTarget, "Estimated Target: "));
mtdSection.Add (getElement (totals.recordedYTD.invoiced, "Invoiced: "));
mtdSection.Add (getElement (totals.recordedYTD.unbilled, "Unbilled: "));
mtdSection.Add (getElement (totals.recordedYTD.total, "Total: "));
Root.Add (mtdSection);
}
if (totals.matterActivity != null) {
var matterActivitySection = new Section ("Matter Activity");
var tot2 = new NumberElement (totals.matterActivity.active, "Active Matters: ");
matterActivitySection.Add (tot2);
var tot3 = new NumberElement (totals.matterActivity.deactivated, "Deactivated Matters: ");
matterActivitySection.Add (tot3);
var tot4 = new NumberElement (totals.matterActivity.newWork, "New Work: ");
matterActivitySection.Add (tot4);
var tot5 = new NumberElement (totals.matterActivity.noActivity, "No Activity: ");
matterActivitySection.Add (tot5);
var tot6 = new StringElement ("No Activity Duration: " + totals.matterActivity.noActivityDuration);
matterActivitySection.Add (tot6);
Root.Add (matterActivitySection);
}
//
if (totals.matterBalances != null) {
var matterBalancesSection = new Section ("Matter Balances");
matterBalancesSection.Add (getElement (totals.matterBalances.business, "Business: "));
matterBalancesSection.Add (getElement (totals.matterBalances.unbilled, "Unbilled: "));
matterBalancesSection.Add (getElement (totals.matterBalances.trust, "Trust Balance: "));
matterBalancesSection.Add (getElement (totals.matterBalances.investment, "Investments: "));
Root.Add (matterBalancesSection);
}
}
public void BuildInterface()
{
if (Root == null) {
Root = new RootElement ("Matter Details");
}
Root.Clear ();
headerLabel = new UILabel (new RectangleF (10, 10, 300, 40)) {
Font = UIFont.BoldSystemFontOfSize (20),
BackgroundColor = ColorHelper.GetGPPurple (),
TextAlignment = UITextAlignment.Center,
TextColor = UIColor.White,
Text = searchResult.matterName
};
var view = new UIViewBordered ();
view.Frame = new RectangleF (10, 10, 300, 40);
view.Add (headerLabel);
var topSection = new Section (view);
Root.Add (topSection);
//
var sec = new Section ("");
//matterName = new TitleElement (searchResult.matterName);
ownerName = new StringsElement ("Owner", searchResult.currentOwner);
matterID = new NumberElement (
Convert.ToInt16 (searchResult.matterID),
"Matter ID"
);
if (searchResult.matterLegacyAccount == null || searchResult.matterLegacyAccount.Trim () == "") {
//ignore
} else {
legacy = new StringsElement (
"Legacy Account",
searchResult.matterLegacyAccount
);
}
clientName = new StringsElement ("Client", "" + searchResult.clientName);
//
var sec2 = new Section ("");
if (matter == null) {
busBal = new FinanceElement (S.GetText (S.BUSINESS_BALANCE) + ":", 0.00);
currBal = new FinanceElement (S.GetText (S.CURRENT_BALANCE) + ":", 0.00);
trustBal = new FinanceElement (S.GetText (S.TRUST_BALANCE) + ":", 0.00);
reserveTrust = new FinanceElement (S.GetText (S.RESERVE_TRUST) + ":", 0.00);
unbilled = new FinanceElement (S.GetText (S.UNBILLED_BALANCE) + ":", 0.00);
pending = new FinanceElement (S.GetText (S.PENDING_DISBURSEMENTS) + ":", 0.00);
investTrust = new FinanceElement (S.GetText (S.INVESTMENT_TRUST) + ":", 0.00);
} else {
busBal = new FinanceElement (S.GetText (S.BUSINESS_BALANCE) + ":", matter.businessBalance);
currBal = new FinanceElement (S.GetText (S.CURRENT_BALANCE), matter.currentBalance);
unbilled = new FinanceElement (S.GetText (S.UNBILLED_BALANCE) + ":", matter.unbilledBalance);
trustBal = new FinanceElement (S.GetText (S.TRUST_BALANCE), matter.trustBalance);
reserveTrust = new FinanceElement (S.GetText (S.RESERVE_TRUST), matter.reserveTrust);
pending = new FinanceElement (
S.GetText (S.PENDING_DISBURSEMENTS) + ":",
matter.pendingDisbursementBalance
);
investTrust = new FinanceElement (
S.GetText (S.INVESTMENT_TRUST) + ":",
matter.investmentTrustBalance
);
}
//
//sec.Add (matterName);
sec.Add (clientName);
sec.Add (ownerName);
sec.Add (matterID);
Root.Add (sec);
//
sec2.Add (busBal);
sec2.Add (trustBal);
sec2.Add (investTrust);
sec2.Add (currBal);
sec2.Add (reserveTrust);
sec2.Add (unbilled);
sec2.Add (pending);
if (legacy != null) {
sec2.Add (legacy);
}
Root.Add (sec2);
//
var sec3 = new Section (searchResult.matterName);
btnPostFee = new StyledStringElement ("Post Fee");
btnPostUnbillable = new StyledStringElement ("Post Unbillable");
btnPostNote = new StyledStringElement ("Post Note");
btnBack = new StyledStringElement (S.GetText (S.MATTER_SEARCH));
btnAssignTask = new StyledStringElement ("Assign Task");
btnAssignTask.Tapped += delegate {
if (isBusy) {
Busy ();
} else {
matter.id = searchResult.matterID;
var c = new FeeEarnerListController (searchResult);
this.NavigationController.PushViewController (c, true);
}
};
btnPostFee.Tapped += delegate {
if (isBusy) {
Busy ();
} else {
matter.id = searchResult.matterID;
var c = new PostFeeDialog (matter, false, this);
this.NavigationController.PushViewController (c, true);
}
};
btnPostUnbillable.Tapped += delegate {
if (isBusy) {
Busy ();
} else {
matter.id = searchResult.matterID;
var c = new PostFeeDialog (matter, true, this);
this.NavigationController.PushViewController (c, true);
}
};
btnPostNote.Tapped += delegate {
if (isBusy) {
Busy ();
} else {
matter.id = searchResult.matterID;
var c = new PostNoteDialog (matter, this);
this.NavigationController.PushViewController (c, true);
}
};
btnBack.Tapped += delegate() {
if (isBusy) {
Busy ();
} else {
this.NavigationController.PopViewControllerAnimated (true);
}
};
btnPostFee.Alignment = UITextAlignment.Center;
btnPostUnbillable.Alignment = UITextAlignment.Center;
btnPostNote.Alignment = UITextAlignment.Center;
btnBack.Alignment = UITextAlignment.Center;
btnAssignTask.Alignment = UITextAlignment.Center;
//
sec3.Add (btnPostFee);
sec3.Add (btnPostUnbillable);
sec3.Add (btnPostNote);
sec3.Add (btnAssignTask);
sec3.Add (btnBack);
Root.Add (sec3);
}
