private void LaunchClientDoc(string docType)
{
try
{
ClientForm myForm = new ClientForm();
myForm.ShowDialog();
XLMain.Client selectedClient = myForm.selectedClient;
if (selectedClient != null)
{
string crmId = selectedClient.crmID;
XLDocument.openTemplate(docType);
XLDocument.UpdateParameter("CRMid", crmId);
XLDocument.UpdateParameter("DocType", docType);
//this appears to work in 3.5 notwithstanding the reference to Globals
xlTaskPane1 = new XLTaskPane();
CustomxlTaskPane = Globals.ThisAddIn.CustomTaskPanes.Add(xlTaskPane1, "XLant Document Handler", Globals.ThisAddIn.Application.ActiveWindow);
CustomxlTaskPane.Visible = true;
CustomxlTaskPane.Width = 350;
}
}
catch (Exception e)
{
MessageBox.Show("Unable to launch document");
XLtools.LogException("LaunchClientDoc", docType + " - " + e.ToString());
}
}
private void OkBtn_Click(object sender, EventArgs e)
{
XLDocument.Header header = new XLDocument.Header();
string office = (string)OfficeDDL.SelectedValue;
string footer = (string)DeptDDL.SelectedValue;
header = XLDocument.MapHeaderFooter(office, footer);
if (header != null)
{
XLDocument.DeployHeader(header);
XLDocument.UpdateParameter("HeaderDeployed", "true");
}
this.Close();
}
private void SenderDDL_SelectedIndexChanged(object sender, EventArgs e)
{
try
{
//Collect the changed record
XLMain.EntityCouplet tempSend = (XLMain.EntityCouplet)SenderDDL.SelectedItem;
//Convert the entity couplet to a full blown user now we know which one we want
if (tempSend.crmID != "")
{
XLMain.Staff send = XLMain.Staff.FetchStaff(tempSend.crmID);
DeploySignature(client, send, AddresseeTB.Text);
XLDocument.UpdateParameter("Sender", send.username);
//Build reference
string ourRef = OurRef(client, send, user);
XLDocument.UpdateBookmark("OurRef", ourRef, 0);
}
else
{
XLMain.Staff send = new XLMain.Staff();
send.crmID = "";
send.name = tempSend.name;
send.initials = "";
DeploySignature(client, send, AddresseeTB.Text);
XLDocument.UpdateParameter("Sender", "");
//Build reference
string ourRef = OurRef(client, send, user);
XLDocument.UpdateBookmark("OurRef", ourRef, 0);
//For Milsted Langdon remove for and on behalf
if (tempSend.name == "Milsted Langdon LLP")
{
if (FAOBCheck.Checked)
{
FAOBCheck.Checked = false;
}
}
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to change sender");
XLtools.LogException("TaskPane-SenderDDL", ex.ToString());
}
}
private void ClientAddressBtn_Click(object sender, RibbonControlEventArgs e)
{
try
{
ClientForm myForm = new ClientForm();
myForm.ShowDialog();
XLMain.Client client = myForm.selectedClient;
//Add the name and address at the cursor location
string str = "";
if (client.addresses.Count > 0)
{
if (client.salutations.Count > 0)
{
str += client.salutations[0].addressee + Environment.NewLine;
if (client.name != client.salutations[0].addressee)
{
str += client.name + Environment.NewLine;
}
}
else
{
str += client.name + Environment.NewLine;
}
str += client.addresses[0].addressBlock;
XLDocument.InsertText(str);
//Add any parameters we can for later indexing
string fileStore = XLVirtualCabinet.FileStore(client.office, client.department);
XLDocument.UpdateParameter("CRMid", client.crmID);
XLDocument.UpdateParameter("Cabinet", fileStore);
XLDocument.UpdateParameter("ClientStr", client.clientcode + " - " + client.name);
//insert the status text box;
//XLDocument.AddStatusBox();
//XLDocument.ChangeStatus("Draft");
}
else
{
MessageBox.Show(client.name + " does not have an address in the system.");
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to client address");
XLtools.LogException("ClientAddressBtn", ex.ToString());
}
}
private void button2_Click(object sender, RibbonControlEventArgs e)
{
try
{
//get current user
XLMain.Staff user = XLMain.Staff.StaffFromUser(Environment.UserName);
//Build string and add to document
string str = user.name + ";";
str += user.grade + ";";
str += DateTime.Now.ToString("d MMMM yyyy");
XLDocument.InsertText(str.Replace(";", Environment.NewLine));
//insert into document properties with added field
str += ";" + user.name;
for (int i = 0; i < 10; i++)
{
string param = "Sign" + i;
string s = XLDocument.ReadParameter(param);
if (s == "")
{
XLDocument.UpdateParameter(param, str);
break;
}
if (i == 10)
{
MessageBox.Show("Signature fields full");
break;
}
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to add signature");
XLtools.LogException("AddSignature", ex.ToString());
}
}
public static bool AddSignatureMetaData(XLMain.Staff user, XLMain.Staff sig)
{
try
{
//Add the meta data
//Build string and add to document
string str = user.name + ";";
str += user.grade + ";";
str += DateTime.Now.ToString("d MMMM yyyy");
str += ";" + sig.name;
//insert into document properties
for (int i = 0; i < 10; i++)
{
string param = "Sign" + i;
string s = XLDocument.ReadParameter(param);
if (String.IsNullOrEmpty(s))
{
XLDocument.UpdateParameter(param, str);
break;
}
if (i == 10)
{
MessageBox.Show("Signature fields full");
break;
}
}
return(true);
}
catch (Exception ex)
{
MessageBox.Show("Unable to add signature metadata");
XLtools.LogException("AddSignature", ex.ToString());
return(false);
}
}
public XLTaskPane()
{
try
{
InitializeComponent();
string str = XLDocument.ReadParameter("CRMid");
docType = XLDocument.ReadParameter("DocType");
client = XLMain.Client.FetchClient(str);
//ClientIDLabel.Text = client.crmID;
user = XLMain.Staff.StaffFromUser(Environment.UserName);
users = XLtools.StaffList(user, client, false, true);
SenderDDL.DataSource = users;
SenderDDL.DisplayMember = "name";
SenderDDL.ValueMember = "crmID";
SenderDDL.SelectedItem = user;
sender = user;
XLDocument.UpdateParameter("Sender", sender.username);
if (client != null)
{
//set basic client info
string clientStr = client.clientcode + " - " + client.name;
ClientLbl.Text = clientStr;
SubjectTB.Text = client.name;
string fileStore = XLVirtualCabinet.FileStore(client.manager.office, client.department);
XLDocument.UpdateParameter("Cabinet", fileStore);
XLDocument.UpdateParameter("ClientStr", clientStr);
//Deal with salutations
if (client.salutations != null)
{
SalDDL.DataSource = client.salutations;
SalDDL.DisplayMember = "Salutation";
SalDDL.ValueMember = "Addressee";
sal = (XLMain.Salutation)SalDDL.SelectedItem;
if (sal != null)
{
AddresseeTB.Text = sal.addressee;
SalutationTb.Text = sal.salutation;
}
}
//Add the appropriate header
XLDocument.Header clientHeader = XLDocument.MapHeader(client.office, client.department);
//Set up depending on whether it is insolvency or not
if (client.department == "INS")
{
//Deal with when calling ddl
WhencallingDDL.DataSource = users;
WhencallingDDL.DisplayMember = "name";
WhencallingDDL.ValueMember = "crmID";
WhenCallingCheck.Checked = true;
SubjectTB.Text = XLInsol.GetSubject(client.crmID);
}
else
{
FAOBCheck.Checked = true;
PandCCheck.Checked = true;
WhenCallingCheck.Checked = false;
}
//Deal with addresses or fax no as appropriate
if (docType == "Letter")
{
if (client.addresses != null)
{
allAddresses = client.addresses;
addressesDDL.DataSource = allAddresses;
addressesDDL.DisplayMember = "address1";
addressesDDL.ValueMember = "addressBlock";
add = (XLMain.Address)addressesDDL.SelectedItem;
if (add != null)
{
if (client.IsIndividual)
{
addTB.Text = add.addressBlock;
}
else
{
addTB.Text = client.name + Environment.NewLine + add.addressBlock;
}
}
}
if (clientHeader != null)
{
try
{
XLDocument.DeployHeader(clientHeader);
}
catch
{
MessageBox.Show("Unable to map header automatically." + Environment.NewLine + "Please run the Header/Footer menu.");
}
}
}
else if (docType == "Fax")
{
XLMain.Number fax = XLMain.Number.GetNumber(client.crmID, "Fax");
if (fax != null)
{
FaxTB.Text = fax.number;
}
if (clientHeader != null)
{
try
{
XLDocument.DeployHeader(clientHeader);
}
catch
{
MessageBox.Show("Unable to map header automatically." + Environment.NewLine + "Please run the Header/Footer menu.");
}
}
}
//set status
XLDocument.ChangeStatus("Draft");
//Alter fields dependant on doc type;
SetVisibility(docType);
if (client.department == "INS")
{
WhencallingDDL.Visible = true;
IPSContactBtn.Visible = true;
}
//Update bookmarks dependant on doc type
UpdateBookmarks(docType);
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to open taskpane");
XLtools.LogException("TaskPane", ex.ToString());
}
}
