private void InsolAddressBtn_Click(object sender, RibbonControlEventArgs e)
{
try
{
ClientForm myClientForm = new ClientForm();
myClientForm.ShowDialog();
XLMain.Client client = myClientForm.selectedClient;
IPSContForm myForm = new IPSContForm(client);
myForm.ShowDialog();
XLInsol.Contact selectContact = myForm.selectedContact;
if (selectContact != null)
{
string str = selectContact.name + Environment.NewLine;
str += selectContact.addressBlock;
XLDocument.InsertText(str);
//XLDocument.AddStatusBox();
//XLDocument.ChangeStatus("Draft");
}
else
{
MessageBox.Show("No contact selected.");
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to get insolvency address");
XLtools.LogException("InsolAddressBtn", ex.ToString());
}
}
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 ClientListBox_SelectedIndexChanged(object sender, EventArgs e)
{
EntityCouplet selectedItem = (EntityCouplet)ClientListBox.SelectedItem;
selectedClient = XLMain.Client.FetchClient(selectedItem.crmID);
this.Close();
}
public VCForm(XLMain.Staff writer, XLMain.Client client, string docPath, string desc = "", string status = "Draft")
{
InitializeComponent();
this.CenterToParent();
XLMain.Staff user = XLMain.Staff.StaffFromUser(Environment.UserName);
DescTB.Text = desc;
//populate the sender
List <XLMain.Staff> users = XLtools.StaffList(user, client, true);
ToBeActionDDL.DataSource = users;
ToBeActionDDL.DisplayMember = "name";
ToBeActionDDL.ValueMember = "crmID";
if (writer != null)
{
ToBeActionDDL.SelectedItem = writer;
}
if (client.department != "INS")
{
FileSectionDDL.Visible = false;
FileSectionlbl.Visible = false;
}
else
{
FileSectionDDL.Visible = true;
FileSectionlbl.Visible = true;
}
}
private void IndexBtn_Click(object sender, RibbonControlEventArgs e)
{
try
{
XLDocument.currentDoc.Save();
//populate description
string desc = XLDocument.ReadParameter("DocType");
desc += " to ";
desc += XLDocument.ReadBookmark("Addressee");
string str = XLDocument.ReadParameter("CRMid");
XLMain.Client client = new XLMain.Client();
if (str != "")
{
client = XLMain.Client.FetchClient(str);
}
else
{
ClientForm cForm = new ClientForm();
cForm.ShowDialog();
client = cForm.selectedClient;
}
XLMain.Staff writer = new XLMain.Staff();
string writerID = XLDocument.ReadParameter("Sender");
if (writerID == "")
{
writer = XLMain.Staff.StaffFromUser(Environment.UserName);
}
else
{
writer = XLMain.Staff.StaffFromUser(XLDocument.ReadParameter("Sender"));
}
VCForm myForm = new VCForm(writer, client, XLDocument.currentDoc.FullName, desc, XLDocument.ReadParameter("VCStatus"));
myForm.ShowDialog();
//collect result from form
XLVirtualCabinet.BondResult outcome = myForm.outcome;
if (outcome.ExitCode == 0)
{
XLDocument.EndDocument();
xlTaskPane1.Dispose();
}
else
{
MessageBox.Show("Unable to index document, please index manually. Error code: " + outcome.ExitCode.ToString() + "-" + outcome.StandardOutput.ToString());
}
//close the dialog in any event.
}
catch (Exception ex)
{
MessageBox.Show("Error calling the VC integration. Error code: " + ex.ToString());
XLtools.LogException("IndexBtn", ex.ToString());
}
}
private void BioBtn_Click(object sender, RibbonControlEventArgs e)
{
XLForms.ClientForm selectForm = new ClientForm();
selectForm.ShowDialog();
XLMain.Client client = selectForm.selectedClient;
MergeClient bioClient = new MergeClient(client);
XLDocument.UpdateCurrentDoc();
Range range = XLDocument.currentDoc.Range();
XLDocument.UpdateFieldsFromRange(range, bioClient);
}
private void InvoiceBtn_Click(object sender, RibbonControlEventArgs e)
{
XLForms.ClientForm clientForm = new XLForms.ClientForm();
clientForm.ShowDialog();
if (clientForm.selectedClient != null)
{
XLMain.Client client = clientForm.selectedClient;
XLMain.FPIClient fpiClient = XLMain.FPIClient.GetFPIClientInvoice(client);
List <XLMain.FPIClient> clientList = new List <XLMain.FPIClient>();
clientList.Add(fpiClient);
XLDocument.MergeFPIData(clientList.OrderBy(c => c.office).ToList());
}
}
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 static string OurRef(XLMain.Client client, XLMain.Staff sender, XLMain.Staff user)
{
try
{
string ourRef = "";
ourRef = client.clientcode;
if (client.partner != null)
{
ourRef += @"/" + client.partner.initials.ToUpper();
}
if (client.manager != null)
{
ourRef += @"/" + client.manager.initials.ToUpper();
}
if (sender.crmID == "")
{
if (sender.name != client.partner.name)
{
if (sender.name != client.manager.name)
{
ourRef += @"/" + sender.initials.ToUpper();
}
}
}
if (user.name != client.partner.name)
{
if (user.name != client.manager.name)
{
if (user.name != sender.name)
{
ourRef += @"/" + user.initials.ToLower();
}
}
}
return(ourRef);
}
catch (Exception ex)
{
MessageBox.Show("Unable to build reference");
XLtools.LogException("OurRef", ex.ToString());
return(null);
}
}
private void Merge4Btn_Click(object sender, RibbonControlEventArgs e)
{
XLForms.ClientForm clientForm = new XLForms.ClientForm();
clientForm.ShowDialog();
if (clientForm.selectedClient != null)
{
XLMain.Client client = clientForm.selectedClient;
List <XLMain.FPIClient> clients = XLMain.FPIClient.GetFPIClients(client);
if (clients.Count > 0)
{
XLDocument.MergeFPIData(clients.OrderBy(c => c.office).ToList());
}
else
{
MessageBox.Show("No clients founds to merge.");
}
}
}
public ForwardForm()
{
InitializeComponent();
this.CenterToParent();
XLMain.Client client = new XLMain.Client();
XLMain.Staff staff = new XLMain.Staff();
//populate To Be Actioned by
staff = XLMain.Staff.StaffFromUser(XLDocument.ReadParameter("Sender"));
string str = XLDocument.ReadParameter("CRMid");
client = XLMain.Client.FetchClient(str);
//populate the sender
List <XLMain.Staff> users = new List <XLMain.Staff>();
users = XLMain.Staff.AllStaff();
//place current and connected users at the top of the list, could remove them elsewhere but seems no point
if (staff != null)
{
users.Insert(0, staff);
}
if (client.partner != null)
{
users.Insert(1, client.partner);
}
if (client.manager != null)
{
users.Insert(2, client.manager);
}
//users.Insert(3, client.other); Other not yet part of client
ToBeActionDDL.DataSource = users;
ToBeActionDDL.DisplayMember = "name";
ToBeActionDDL.ValueMember = "crmID";
if (staff != null)
{
ToBeActionDDL.SelectedItem = staff;
}
}
private static void DeploySignature(XLMain.Client client, XLMain.Staff sender, string salutation)
{
try
{
//set yours faithfully/Sincerely
if (salutation == "" || salutation == "Sir" || salutation == "Madam" || salutation == "Sirs")
{
XLDocument.UpdateBookmark("FaithSincere", "Yours faithfully");
}
else
{
XLDocument.UpdateBookmark("FaithSincere", "Yours sincerely");
}
//dependant on department build and deploy signature block
if (client.department == "INS")
{
if (sender.crmID == "")
{
XLDocument.UpdateBookmark("Sender", sender.name);
XLDocument.UpdateBookmark("Sender2", sender.name);
}
else
{
XLInsol.KeyData data = XLInsol.KeyData.FetchKeyData(client.crmID);
string str = sender.name;
if (data.sign != null && data.sign != "" && data.sign != sender.name)
{
str += Environment.NewLine + "For " + data.sign;
}
XLDocument.UpdateBookmark("Sender", str);
XLDocument.UpdateBookmark("Sender2", sender.name);
if (data.sign != null && data.sign != "")
{
if (data.caseType == "IVA" || data.caseType == "CVA")
{
str = data.title + " to the voluntary arrangement of";
}
else
{
str = data.title;
}
str += Environment.NewLine + client.name;
XLDocument.UpdateBookmark("FAOBOML", str);
}
}
}
else
{
if (sender.crmID == "")
{
XLDocument.UpdateBookmark("Sender", sender.name);
XLDocument.UpdateBookmark("Sender2", sender.name);
}
else
{
string title = XLMain.Staff.GetJobTitle(sender);
string sndr = "";
sndr = sender.name;
sndr += Environment.NewLine + title;
XLDocument.UpdateBookmark("Sender", sndr);
XLDocument.UpdateBookmark("Sender2", sender.name);
//if (sender.emails != null)
//{
// XLDocument.UpdateBookmark("SenderEmail", "email: " + sender.emails[0].email.ToLower(), bold: 1, styleName: "ML Main");
//}
//else
//{
// XLDocument.UpdateBookmark("SenderEmail", "");
//}
}
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to deploy signature");
XLtools.LogException("DeploySignature", ex.ToString());
}
}
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());
}
}
private void ApproveBtn_Click(object sender, RibbonControlEventArgs e)
{
try
{
Microsoft.Office.Interop.Word._Application app = Globals.ThisAddIn.Application;
XLDocument.ChangeStatus("Approved");
XLMain.Client client = null;
string fileID = XLDocument.GetFileID();
if (String.IsNullOrEmpty(fileID))
{
return;
}
if (XLDocument.ReadParameter("CRMid") != null)
{
client = XLMain.Client.FetchClient(XLDocument.ReadParameter("CRMid"));
}
else
{
//if the document param doesn't exist get the index data from VC
client = XLVirtualCabinet.GetClientFromIndex(fileID);
}
XLMain.Staff writer = new XLMain.Staff();
string writerID = XLDocument.ReadParameter("Sender");
if (writerID == "")
{
writer = XLMain.Staff.StaffFromUser(Environment.UserName);
}
else
{
writer = XLMain.Staff.StaffFromUser(XLDocument.ReadParameter("Sender"));
}
StaffSelectForm myForm = new XLForms.StaffSelectForm(client, writer);
myForm.ShowDialog();
XLMain.EntityCouplet staff = myForm.selectedStaff;
if (myForm.DialogResult == DialogResult.OK)
{
if (staff == null)
{
//make blank if no staff selected
staff.name = "";
}
string commandfileloc = "";
if (XLDocument.ReadBookmark("Date") == "")
{
commandfileloc = XLVirtualCabinet.Reindex(fileID, staff.name, XLDocument.ReadParameter("VCStatus"));
}
else
{
string docDate = XLDocument.ReadBookmark("Date");
commandfileloc = XLVirtualCabinet.Reindex(fileID, staff.name, XLDocument.ReadParameter("VCStatus"), docDate);
}
XLVirtualCabinet.BondResult result = XLVirtualCabinet.LaunchCabi(commandfileloc, true);
if (result.ExitCode != 0)
{
MessageBox.Show("Reindex failed please complete manually");
}
else
{
app.ActiveDocument.Save();
app.ActiveWindow.Close();
}
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to approve document");
XLtools.LogException("ApproveBtn", ex.ToString());
}
}
private void ForwardBtn_Click(object sender, RibbonControlEventArgs e)
{
try
{
XLMain.Client client = null;
string fileID = XLDocument.GetFileID();
if (String.IsNullOrEmpty(fileID))
{
return;
}
if (XLDocument.ReadParameter("CRMid") != null)
{
client = XLMain.Client.FetchClient(XLDocument.ReadParameter("CRMid"));
}
else
{
//if the document param doesn't exist get the index data from VC
client = XLVirtualCabinet.GetClientFromIndex(fileID);
}
XLMain.Staff writer = new XLMain.Staff();
string writerID = XLDocument.ReadParameter("Sender");
if (writerID == "")
{
writer = XLMain.Staff.StaffFromUser(Environment.UserName);
}
else
{
writer = XLMain.Staff.StaffFromUser(XLDocument.ReadParameter("Sender"));
}
StaffSelectForm myForm = new StaffSelectForm(client, writer);
myForm.ShowDialog();
XLMain.EntityCouplet staff = myForm.selectedStaff;
string commandfileloc = "";
if (XLDocument.ReadBookmark("Date") == "")
{
commandfileloc = XLVirtualCabinet.Reindex(XLDocument.GetFileID(), staff.name);
}
else
{
string docDate = XLDocument.ReadBookmark("Date");
commandfileloc = XLVirtualCabinet.Reindex(XLDocument.GetFileID(), staff.name, docDate: docDate);
}
//MessageBox.Show(commandfileloc);
XLVirtualCabinet.BondResult result = XLVirtualCabinet.LaunchCabi(commandfileloc, true);
if (result.ExitCode != 0)
{
MessageBox.Show("Reindex failed please complete manually.");
}
else
{
XLDocument.EndDocument();
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to forward document");
XLtools.LogException("ForwardBtn", ex.ToString());
}
}
