public bool SetToInactive(int activityID)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Activity ea = db.Activities.Single(act => act.ActivityID == activityID);
ea.Inactive = true;
ea.ModifiedBy = bizUser.GetCurrentUserName();
ea.Modified = DateTime.Now;
ActionLog al = new ActionLog();
al.ID = activityID;
al.TableName = "Activity";
al.Action = "Inactivate";
al.Detail = "";
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("UpdateSuccess"), Enums.enMsgType.OK);
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public bool UpdateContact(Contact c)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Contact ec = db.Contacts.Single(cli => cli.ContactID == c.ContactID);
//general
ec.ContactName = c.ContactName;
ec.Title = c.Title;
ec.Mobile = c.Mobile;
ec.DirectLine = c.DirectLine;
ec.Email = c.Email;
// audit
ec.Modified = c.Modified;
ec.ModifiedBy = c.ModifiedBy;
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("UpdateSuccess"), Enums.enMsgType.OK);
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public Client GetClient(int clientID)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
DataLoadOptions loadOptions = new DataLoadOptions();
loadOptions.LoadWith <Client>(o => o.Contacts);
loadOptions.LoadWith <Client>(o => o.Opportunities);
db.LoadOptions = loadOptions;
Client c;
c = db.Clients.SingleOrDefault(cli => cli.ClientID == clientID);
if (c == null)
{
this.MSGS.AddMessage(biz.GetMessageText("EmptyRecord"), Enums.enMsgType.Err);
}
return(c);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(null);
}
}
public List <proc_rpt_DashboardTotalsResult> GetDashboardTotalsData(DateTime reportStart,
DateTime reportEnd,
string region,
string branch,
int?businessTypeID,
int?classificationID,
string source,
string anzsic,
string opportunities)
{
bizMessage biz = new bizMessage();
try
{
if (businessTypeID == 0)
{
businessTypeID = null;
}
if (classificationID == 0)
{
classificationID = null;
}
enGageDataContext db = new enGageDataContext();
db.CommandTimeout = 240;
return(db.proc_rpt_DashboardTotals(reportStart, reportEnd, region, branch, businessTypeID, classificationID, source, anzsic, opportunities).ToList());
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(null);
}
}
public bool SetFlag(int opportunityID, bool flag)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Opportunity eo = db.Opportunities.Single(op => op.OpportunityID == opportunityID);
eo.Flagged = flag;
eo.ModifiedBy = bizUser.GetCurrentUserName();
eo.Modified = DateTime.Now;
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("UpdateSuccess"), Enums.enMsgType.OK);
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public void FollowUpsSummary(string accountExecutiveID
, ref int?followUpsCount
, ref int?followUpsOverdue
, ref int?submittedCount
, ref decimal?submittedAmount
, ref int?submittedOverdue)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
db.sp_web_FollowUpsSummary(accountExecutiveID
, ref followUpsCount
, ref followUpsOverdue
, ref submittedCount
, ref submittedAmount
, ref submittedOverdue);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
}
}
public List <sp_web_SharedFollowUpsResult> GetSharedFollowUps(string accountExecutiveID
, int estimatedIncomeID
, int businessTypeID
, int flagged
, string action
, DateTime cutOffDate)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
List <sp_web_SharedFollowUpsResult> f = db.sp_web_SharedFollowUps(accountExecutiveID, estimatedIncomeID, businessTypeID, flagged, action, cutOffDate.ToString("yyyy-M-dd")).ToList();
if (f == null)
{
this.MSGS.AddMessage(biz.GetMessageText("EmptyRecord"), Enums.enMsgType.Err);
}
return(f);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(null);
}
}
public bool TransferClient(int clientID, string userName)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Client ec = db.Clients.Single(cli => cli.ClientID == clientID);
ec.AccountExecutiveID = userName;
ec.Modified = ec.Modified;
ec.ModifiedBy = ec.ModifiedBy;
ActionLog al = new ActionLog();
al.ID = clientID;
al.TableName = "Client";
al.Action = "Transfer";
al.Detail = "From " + bizUser.GetCurrentUserNameWithoutDomain() + " to " + userName;
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("UpdateSuccess"), Enums.enMsgType.OK);
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public bool SetPrimaryContact(int clientID, int contactID)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Client ec = db.Clients.Single(cli => cli.ClientID == clientID);
ec.PrimaryContactID = contactID;
ec.ModifiedBy = bizUser.GetCurrentUserName();
ec.Modified = DateTime.Now;
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("UpdateSuccess"), Enums.enMsgType.OK);
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public bool ValidateSuburbPostCodeStateCombination(string suburb, string postCode, string stateCode)
{
try
{
bizMessage biz = new bizMessage();
enGageDataContext db = new enGageDataContext();
AUPostCode pc = db.AUPostCodes.SingleOrDefault(pcr => pcr.Suburb == suburb && pcr.PostCode == postCode && pcr.StateCode == stateCode);
if (pc == null)
{
this.MSGS.AddMessage(biz.GetMessageText("InvalidSuburbPostCodeState"), Enums.enMsgType.Warn);
return(false);
}
this.MSGS.AddMessage(biz.GetMessageText("ValidSuburbPostCodeState"), Enums.enMsgType.OK);
return(true);
}
catch (Exception ex)
{
bizMessage biz = new bizMessage();
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public Activity GetActivity(int activityID)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
DataLoadOptions loadOptions = new DataLoadOptions();
loadOptions.LoadWith <Activity>(act => act.Opportunity);
loadOptions.LoadWith <Opportunity>(opp => opp.Client);
db.LoadOptions = loadOptions;
Activity a;
a = db.Activities.SingleOrDefault(ac => ac.ActivityID == activityID);
if (a == null)
{
this.MSGS.AddMessage(biz.GetMessageText("EmptyRecord"), Enums.enMsgType.Err);
}
return(a);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(null);
}
}
public void FollowUpsMatrix(string accountExecutiveID
, string ActionNames
, bool IsOnlyInPipeline
, DateTime CutOffDate
, ref int?followUpsCount
, ref decimal?followUpsEstimated
, ref decimal?followUpsQuoted
, ref decimal?followUpsActual
)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
var dbResult = db.sp_web_FollowUpsMatrix(accountExecutiveID
, ActionNames, CutOffDate.ToString("dd/MM/yyyy"), IsOnlyInPipeline).ToList();
if (dbResult != null && dbResult.Count != 0)
{
var record = dbResult.FirstOrDefault();
followUpsCount = record.NoOppo;
followUpsEstimated = record.Estimated;
followUpsQuoted = record.Quoted;
followUpsActual = record.Actual;
}
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
}
}
public bool ValidateQuickWinOpportunity(Opportunity o)
{
bizMessage biz = new bizMessage();
try
{
if (o.OpportunityName == string.Empty)
{
this.MSGS.AddMessage("Opportunity Name: " + biz.GetMessageText("EmptyField"), Enums.enMsgType.Err, DateTime.Now, "OpportunityName", typeof(TextBox));
return(false);
}
if (o.BusinessTypeID == null)
{
this.MSGS.AddMessage("Opportunity Type: " + biz.GetMessageText("EmptyField"), Enums.enMsgType.Err, DateTime.Now, "BusinessType", typeof(DropDownList));
return(false);
}
if (o.Flagged == null)
{
this.MSGS.AddMessage("Flagged: " + biz.GetMessageText("EmptyField"), Enums.enMsgType.Err, DateTime.Now, "Flagged", typeof(DropDownList));
return(false);
}
if (o.OpportunityDue.HasValue == true)
{
if (o.OpportunityDue.Value < new DateTime(1900, 1, 1) ||
o.OpportunityDue.Value > new DateTime(2079, 6, 6))
{
this.MSGS.AddMessage("Renewal Date: " + biz.GetMessageText("DateOutOfRange"), Enums.enMsgType.Err, DateTime.Now, "OpportunityDue", typeof(TextBox));
return(false);
}
}
if (o.NetBrokerageQuoted == null)
{
this.MSGS.AddMessage("Broking Income Quoted: " + biz.GetMessageText("EmptyField"), Enums.enMsgType.Err, DateTime.Now, "NetBrokerageQuoted", typeof(TextBox));
return(false);
}
if (o.NetBrokerageActual == null)
{
this.MSGS.AddMessage("Expected OAMPS income Actual: " + biz.GetMessageText("EmptyField"), Enums.enMsgType.Err, DateTime.Now, "NetBrokerageActual", typeof(TextBox));
return(false);
}
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public void ShareQueueOppportunitiesWithExcutive(string shareFromExecutiveID, string shareToExecutiveID, string opportunityIDs)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
db.sp_web_ShareQueue(shareFromExecutiveID, shareToExecutiveID, opportunityIDs);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
}
}
public List <sp_web_ListClientContactsResult> ListClientContacts(int clientID)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
return(db.sp_web_ListClientContacts(clientID).ToList());
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(null);
}
}
public List <proc_rpt_DashboardNorthSydneyResult> GetNorthSydneyReportData(DateTime reportStart, DateTime reportEnd, String teamLeaderName)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
return(db.proc_rpt_DashboardNorthSydney(reportStart, reportEnd, teamLeaderName).ToList());
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(null);
}
}
public bool ValidateClient(Client c)
{
try
{
bizMessage biz = new bizMessage();
if (c.ClientName == string.Empty)
{
this.MSGS.AddMessage("Client Name: " + biz.GetMessageText("EmptyField"), Enums.enMsgType.Err, DateTime.Now, "ClientName", typeof(TextBox));
return(false);
}
if (c.ClientID == 0)
{
if (c.AccountExecutiveID == "")
{
this.MSGS.AddMessage("Account Executive: " + biz.GetMessageText("ValueNotSelected"), Enums.enMsgType.Err, DateTime.Now, "AccountExecutive", typeof(DropDownList));
return(false);
}
}
if (c.ABNACN != null)
{
if (c.ABNACN.Length > 20)
{
this.MSGS.AddMessage("ABN/ACN: " + biz.GetMessageText("ABNACN"), Enums.enMsgType.Err, DateTime.Now, "ABNACN", typeof(TextBox));
return(false);
}
}
//if (c.PostCode != string.Empty)
//{
// enGageDataContext db = new enGageDataContext();
// AUPostCode pc = db.AUPostCodes.SingleOrDefault(pcr => pcr.Suburb == c.Location && pcr.PostCode == c.PostCode && pcr.StateCode == c.StateCode);
// if (pc == null)
// {
// this.MSGS.AddMessage(biz.GetMessageText("InvalidSuburbPostCodeState"), Enums.enMsgType.Warn);
// }
//}
return(true);
}
catch (Exception ex)
{
bizMessage biz = new bizMessage();
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public List <sp_web_FindClientByFieldResult> FindClientByField(string clientName, string clientFilter, char?matchFilter, string fieldName, int maxRecords, ref int?records)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
var query = db.sp_web_FindClientByField(clientName, clientFilter, matchFilter, fieldName, maxRecords, ref records);
return(query.ToList());
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("enGageClientSearchError"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(null);
}
}
public int GetAddressMaxLength()
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
int maxLength = db.Clients.Max(x => x.Address.Length);
return(maxLength);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(0);
}
}
public List <sp_web_ListCurrentOpportunityStatusesResult> ListCurrentOpportunityStatuses(int opportunityID)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
var query = db.sp_web_ListCurrentOpportunityStatuses(opportunityID);
return(query.ToList());
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(null);
}
}
public List <sp_engage_search_clientResult> FindClientInBA(string clientName, string clientFilter, char?matchFilter, int maxRecords, ref int?records)
{
bizMessage biz = new bizMessage();
try
{
dw_oampsDataContext db = new dw_oampsDataContext();
var query = db.sp_engage_search_client(clientName, clientFilter, matchFilter, maxRecords, ref records);
return(query.ToList());
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("iBAISClientSearchError"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(null);
}
}
public bool ValidateActivity(Activity a)
{
bizMessage biz = new bizMessage();
try
{
if (a.OpportunityStatusID == 0)
{
this.MSGS.AddMessage("Stage of Sales / Aspire Cycle: " + biz.GetMessageText("ValueNotSelected"), Enums.enMsgType.Err, DateTime.Now, "OpportunityStatus", typeof(DropDownList));
return(false);
}
var activityStatus = this.GetStatusByID(a.OpportunityStatusID);
var txtPrefix = "";
txtPrefix = (activityStatus.Action == Enums.ActivityActions.Qualify.ToString() || activityStatus.Action == Enums.ActivityActions.Recognise.ToString()) ? "Qualify" : txtPrefix;
txtPrefix = (new string[] { Enums.ActivityActions.Contact.ToString(), Enums.ActivityActions.Discover.ToString(), Enums.ActivityActions.Respond.ToString() }.Contains(activityStatus.Action)) ? "Respond" : txtPrefix;
txtPrefix = (new string[] { Enums.ActivityActions.Agree.ToString(), Enums.ActivityActions.Process.ToString() }.Contains(activityStatus.Action)) ? "Complete" : txtPrefix;
if (activityStatus.OutcomeType != "C")
{
if (a.FollowUpDate.HasValue == false)
{
this.MSGS.AddMessage("Follow-up Date: " + biz.GetMessageText("EmptyField"), Enums.enMsgType.Err, DateTime.Now, txtPrefix + "FollowUpDate", typeof(TextBox));
return(false);
}
else
{
if (a.FollowUpDate.Value < new DateTime(1900, 1, 1) ||
a.FollowUpDate.Value > new DateTime(2079, 6, 6))
{
this.MSGS.AddMessage("Follow-up Date: " + biz.GetMessageText("DateOutOfRange"), Enums.enMsgType.Err, DateTime.Now, "FollowUpDate", typeof(TextBox));
return(false);
}
}
}
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public DateTime?GetCurrentFollowUpDate(int opportunityID)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
DateTime? d = null;
db.sp_web_GetCurrentFollowUpDate(opportunityID, ref d);
return(d);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(null);
}
}
public bool IsOpportunityCompleted(int?opportunityID)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
bool?result = false;
db.sp_web_IsOpportunityCompleted(opportunityID, ref result);
return((bool)result);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public List <String> ListBranches()
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
var query = (from br in db.BranchRegions
select br.Branch);
return(query.ToList());
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(null);
}
}
//public AUPostCode GetAUPostCodeBySPS(string suburb, string postcode, string statecode)
//{
// bizMessage bizMessage = new bizMessage();
// try
// {
// enGageDataContext db = new enGageDataContext();
// var query = from pc in db.AUPostCodes
// where pc.Suburb.Equals(suburb) && pc.PostCode.Equals(postcode) && pc.StateCode.Equals(statecode)
// select pc;
// return query.SingleOrDefault();
// }
// catch (Exception ex)
// {
// this.MSGS.AddMessage(bizMessage.GetMessageText("Exception"), Enums.enMsgType.Err);
// bizLog.InsertExceptionLog(ex);
// return null;
// }
//}
public IList <AUPostCode> ListSuburbState(string postcode)
{
bizMessage bizMessage = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
var query = from pc in db.AUPostCodes
where pc.PostCode.Equals(postcode)
select pc;
return(query.ToList());
}
catch (Exception ex)
{
this.MSGS.AddMessage(bizMessage.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(null);
}
}
public int InsertClient(Client c)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
db.Clients.InsertOnSubmit(c);
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("InsertSuccess"), Enums.enMsgType.OK);
return(c.ClientID);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(0);
}
}
public List <String> GetNorthSydneyTeams()
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
var query = (from t in db._ibais_TeamLists
orderby t.Team_Name ascending
select t.TeamLeaderName).Distinct();
return(query.ToList());
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(null);
}
}
public List <String> FindOpportunities(string text)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
var query = (from c in db.Opportunities
where c.OpportunityName.Contains(text)
select c.OpportunityName).Distinct();
return(query.ToList());
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(null);
}
}
public int InsertOpportunity(Opportunity o)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
db.Opportunities.InsertOnSubmit(o);
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("InsertSuccess"), Enums.enMsgType.OK);
return(o.OpportunityID);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(0);
}
}
