private void updateClient()
{
try
{
FinancialPlanner.Common.JSONSerialization jsonSerialization = new FinancialPlanner.Common.JSONSerialization();
string apiurl = string.Empty;
ProspectClient prosCustomer = new ProspectClient()
{
Name = txtName.Text,
Occupation = txtOccupation.Text,
PhoneNo = txtPhoneNo.Text,
Email = txtEmail.Text,
Event = txtEvent.Text,
EventDate = dtEventDate.Value,
ReferedBy = txtRefBy.Text,
IsConvertedToClient = chkIsConvertedToCustomer.Checked,
StopSendingEmail = chkStopSendingEmail.Checked,
Remarks = txtRemark.Text,
CreatedOn = DateTime.Parse(DateTime.Now.ToString("yyyy-MM-dd hh:mm:ss")),
CreatedBy = Program.CurrentUser.Id,
UpdatedOn = DateTime.Parse(DateTime.Now.ToString("yyyy-MM-dd hh:mm:ss")),
UpdatedBy = Program.CurrentUser.Id,
UpdatedByUserName = Program.CurrentUser.UserName,
MachineName = System.Environment.MachineName
};
if (_prospectClient == null)
{
apiurl = Program.WebServiceUrl + "/" + ADD_PROSPECTCLIENT_API;
}
else
{
apiurl = Program.WebServiceUrl + "/" + UPDATE_PROSPECTCLIENT_API;
prosCustomer.ID = _prospectClient.ID;
}
string DATA = jsonSerialization.SerializeToString <ProspectClient>(prosCustomer);
WebClient client = new WebClient();
client.Headers["Content-type"] = "application/json";
client.Encoding = Encoding.UTF8;
string json = client.UploadString(apiurl, "POST", DATA);
if (json != null)
{
var resultObject = jsonSerialization.DeserializeFromString <Result>(json);
if (resultObject.IsSuccess)
{
MessageBox.Show("Record save successfully.", "Record Saved", MessageBoxButtons.OK, MessageBoxIcon.Information);
this.DialogResult = DialogResult.OK;
this.Close();
}
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to save record.", "Error", MessageBoxButtons.OK, MessageBoxIcon.Error);
}
}
private void btnEdit_Click(object sender, EventArgs e)
{
if (trvList.SelectedNode != null)
{
//ProspectClient prospClient = convertSelectedRowDataToProspectCustomer();
//ProspectCustomer frmProspectCustomer = new ProspectCustomer(prospClient);
//frmProspectCustomer.TopLevel = false;
//splitContainer.Panel2.Controls.Add(frmProspectCustomer);
//frmProspectCustomer.Dock = DockStyle.Fill;
//frmProspectCustomer.BringToFront();
//frmProspectCustomer.Show();
ProspectClient prospClient = convertSelectedRowDataToProspectCustomer();
ProspectCustomer frmProspectCustomer = new ProspectCustomer(prospClient);
frmProspectCustomer.TopLevel = false;
TabPage prospectCustomerpage = new TabPage();
prospectCustomerpage.Name = trvList.SelectedNode.Tag.ToString();
prospectCustomerpage.Text = trvList.SelectedNode.Text;
prospectCustomerpage.ImageKey = "icons8-reception-16 - Copy.png";
prospectCustomerpage.Controls.Add(frmProspectCustomer);
tabControl1.TabPages.Add(prospectCustomerpage);
tabControl1.SelectTab(tabControl1.TabPages.Count - 1);
frmProspectCustomer.Dock = DockStyle.Fill;
frmProspectCustomer.Show();
}
else
{
MessageBox.Show("Please select valid client.", "Invalid client selection", MessageBoxButtons.OK, MessageBoxIcon.Information);
}
}
private ProspectClient convertToProspectClientject(DataRow dr)
{
ProspectClient prospClient = new ProspectClient();
prospClient.ID = dr.Field <int>("ID");
prospClient.Name = dr.Field <string>("Name");
prospClient.PhoneNo = dr.Field <string>("PhoneNo");
prospClient.Email = dr.Field <string>("Email");
prospClient.Occupation = dr.Field <string>("Occupation");
prospClient.Event = dr.Field <string>("Event");
prospClient.EventDate = dr.Field <DateTime>("EventDate");
prospClient.ReferedBy = dr.Field <string>("ReferedBy");
prospClient.Remarks = dr.Field <string>("Remarks");
prospClient.CreatedOn = dr.Field <DateTime>("CreatedOn");
prospClient.CreatedBy = dr.Field <int>("CreatedBy");
prospClient.UpdatedOn = dr.Field <DateTime>("UpdatedOn");
prospClient.UpdatedBy = dr.Field <int>("UpdatedBy");
prospClient.UpdatedByUserName = dr.Field <string>("UpdatedByUserName");
prospClient.IsConvertedToClient = dr.Field <bool>("IsConvertedToClient");
prospClient.StopSendingEmail = dr.Field <bool>("StopSendingEmail");
prospClient.IntroductionCompleted = dr.Field <bool>("IntroductionCompleted");
if (dr["IntroductionCompletedDate"] != DBNull.Value)
{
prospClient.IntroductionCompletedDate = dr.Field <DateTime>("IntroductionCompletedDate");
}
if (dr["ClientAssignTo"] != DBNull.Value)
{
prospClient.ClientAssignTo = dr.Field <int>("ClientAssignTo");
}
if (dr["ClientId"] != DBNull.Value)
{
prospClient.ClientId = dr.Field <int>("ClientId");
}
return(prospClient);
}
public IList <ProspectClient> GetAll()
{
IList <ProspectClient> lstProspClient = new List <ProspectClient>();
DataTable dtAppConfig = DataBase.DBService.ExecuteCommand(SELECT_ALL);
foreach (DataRow dr in dtAppConfig.Rows)
{
ProspectClient prospClient = convertToProspectClientject(dr);
lstProspClient.Add(prospClient);
}
return(lstProspClient);
}
public IList <ProspectClient> GetByName(string name)
{
IList <ProspectClient> lstProspClient = new List <ProspectClient>();
DataTable dtAppConfig = DataBase.DBService.ExecuteCommand(string.Format(SELECT_BY_NAME, name));
foreach (DataRow dr in dtAppConfig.Rows)
{
ProspectClient prospClient = convertToProspectClientject(dr);
lstProspClient.Add(prospClient);
}
return(lstProspClient);
}
public ProspectClient GetById(int id)
{
ProspectClient prospClient = new ProspectClient();
DataTable dtAppConfig = DataBase.DBService.ExecuteCommand(string.Format(SELECT_BY_ID, id));
foreach (DataRow dr in dtAppConfig.Rows)
{
prospClient = convertToProspectClientject(dr);
ProspectClientConversationService prospClientConvService = new ProspectClientConversationService();
prospClient.ProspectClientConversationList = (List <ProspectClientConversation>)prospClientConvService.GetByProspectClientId(prospClient.ID);
}
return(prospClient);
}
public void DeleteProspectClient(ProspectClient prospectClient)
{
try
{
DataBase.DBService.BeginTransaction();
DataBase.DBService.ExecuteCommandString(string.Format(DELETE_CONVERSATION_QUERY, prospectClient.ID), true);;
DataBase.DBService.ExecuteCommandString(string.Format(DELETE_QUERY, prospectClient.ID), true);
DataBase.DBService.CommitTransaction();
Activity.ActivitiesService.Add(ActivityType.DeleteProspectClient, EntryStatus.Success,
Source.Client, prospectClient.UpdatedByUserName, prospectClient.Name, prospectClient.MachineName);
}
catch (Exception ex)
{
DataBase.DBService.RollbackTransaction();
}
}
public Result Update(ProspectClient prospectClient)
{
var result = new Result();
try
{
ProspectClientService prospClientService = new ProspectClientService();
prospClientService.UpdateProspectClient(prospectClient);
result.IsSuccess = true;
}
catch (Exception exception)
{
result.IsSuccess = false;
result.ExceptionInfo = exception;
}
return(result);
}
private ProspectClient convertSelectedRowDataToProspectCustomer()
{
ProspectClient prospectCustomer = new ProspectClient();
if (trvList.SelectedNode.Tag != null)
{
DataRow dr = getSelectedDataRow(int.Parse(trvList.SelectedNode.Tag.ToString()));
if (dr != null)
{
prospectCustomer.ID = int.Parse(dr.Field <string>("ID"));
prospectCustomer.Name = dr.Field <string>("Name");
prospectCustomer.PhoneNo = dr.Field <string>("PhoneNo");
prospectCustomer.Occupation = dr.Field <string>("Occupation");
prospectCustomer.ReferedBy = dr.Field <string>("ReferedBy");
prospectCustomer.Email = dr.Field <string>("Email");
prospectCustomer.Remarks = dr.Field <string>("Remarks");
prospectCustomer.Event = dr.Field <string>("Event");
prospectCustomer.EventDate = DateTime.Parse(dr.Field <string>("EventDate").ToString());
prospectCustomer.UpdatedByUserName = Program.CurrentUser.UserName;
}
}
return(prospectCustomer);
}
private void removeRecord(TreeNode selectedNode)
{
try
{
FinancialPlanner.Common.JSONSerialization jsonSerialization = new FinancialPlanner.Common.JSONSerialization();
string apiurl = Program.WebServiceUrl + "/" + DELETE_PROSPECT_CLIENTS_API;
ProspectClient prospClient = convertSelectedRowDataToProspectCustomer();
string DATA = jsonSerialization.SerializeToString <ProspectClient>(prospClient);
WebClient client = new WebClient();
client.Headers["Content-type"] = "application/json";
client.Encoding = Encoding.UTF8;
string json = client.UploadString(apiurl, "DELETE", DATA);
if (json != null)
{
var resultObject = jsonSerialization.DeserializeFromString <Result>(json);
if (resultObject.IsSuccess)
{
MessageBox.Show("Record deleted successfully.", "Delete", MessageBoxButtons.OK, MessageBoxIcon.Information);
trvList.SelectedNode.Remove();
DataRow[] dr = _dtProspClients.Select("ID =" + prospClient.ID);
if (dr.Count() > 0)
{
dr[0].Delete();
}
}
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to delete record.", "Error", MessageBoxButtons.OK, MessageBoxIcon.Error);
}
}
public ProspectCustomer(ProspectClient prospClient)
{
InitializeComponent();
_prospectClient = prospClient;
}
public void AddProspectClient(ProspectClient prospectClient)
{
try
{
DataBase.DBService.ExecuteCommand(string.Format(INSERT_PROSPECTCLIENT_QUERY,
prospectClient.Name, prospectClient.PhoneNo, prospectClient.Email,
prospectClient.Occupation, prospectClient.Event, prospectClient.EventDate.ToString("yyyy-MM-dd hh:mm:ss"),
prospectClient.ReferedBy, prospectClient.Remarks,
prospectClient.CreatedOn.ToString("yyyy-MM-dd hh:mm:ss"), prospectClient.CreatedBy,
prospectClient.UpdatedOn.ToString("yyyy-MM-dd hh:mm:ss"), prospectClient.UpdatedBy,
prospectClient.IsConvertedToClient, prospectClient.StopSendingEmail,
prospectClient.IntroductionCompleted,
prospectClient.IntroductionCompletedDate.ToString("yyyy-MM-dd hh:mm:ss"),
prospectClient.ClientAssignTo));
//DataTable dtPrimaryStep = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_STEP, 1));
DataTable dtStepNo = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_LINKSUBSTEP_ID, 1));
foreach (DataRow dr in dtStepNo.Rows)
{
int maxClientId = int.Parse(DataBase.DBService.ExecuteCommandScalar(SELECT_MAX_ID));
ClientProcessService clientProcessService = new ClientProcessService();
ClientProcess clientProcess = new ClientProcess();
clientProcess.ClientId = maxClientId;
clientProcess.PrimaryStepId = dr.Field <int>("PrimaryStepId");
clientProcess.LinkStepId = 0;
clientProcess.Status = "C";
clientProcess.IsProcespectClient = true;
if (dr["LinkSubStepId"] != DBNull.Value)
{
clientProcess.LinkStepId = dr.Field <int>("LinkSubStepId");
}
DataTable dtPrimaryStep = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_STEP, clientProcess.PrimaryStepId));
int assignTo = 0;
if (dtPrimaryStep.Rows.Count > 0)
{
int.TryParse(dtPrimaryStep.Rows[0]["UserId"].ToString(), out assignTo);
}
clientProcessService.Add(clientProcess, assignTo);
}
//DataTable dtPrimaryStep = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_STEP, 1));
//foreach (DataRow dr in dtPrimaryStep.Rows)
//{
// int maxId = int.Parse(DataBase.DBService.ExecuteCommandScalar(SELECT_MAX_ID));
// //Add entry into process step
// DataBase.DBService.ExecuteCommand(string.Format(INSERT_CLIENT_PROCESS,
// maxId, 1, 0, 'C', 1));
// int maxProcessId = int.Parse(DataBase.DBService.ExecuteCommandScalar(SELECT_MAX_CLIENTPROCESS_ID));
// DataBase.DBService.ExecuteCommand(string.Format(INSERT_CLIENT_PROCESS_DETAILS,
// maxProcessId,
// dr["UserId"].ToString(),
// DateTime.Now.ToString("yyyy-MM-dd"),
// DateTime.Now.ToString("yyyy-MM-dd"),
// DateTime.Now.ToString("yyyy-MM-dd")
// ));
//}
Activity.ActivitiesService.Add(ActivityType.CreateProspectClient, EntryStatus.Success,
Source.Client, prospectClient.UpdatedByUserName, prospectClient.Name, prospectClient.MachineName);
}
catch (Exception ex)
{
FinancialPlanner.Common.Logger.LogDebug(ex.Message);
throw ex;
}
}
public void UpdateProspectClient(ProspectClient prospectClient)
{
try
{
bool isConvertedToClien = false;
bool isIntroductionCompleted = false;
DataTable dtPropClient = DataBase.DBService.ExecuteCommand(string.Format(SELECT_BY_ID, prospectClient.ID));
foreach (DataRow dr in dtPropClient.Rows)
{
isConvertedToClien = bool.Parse(dr["IsConvertedToClient"].ToString());
isIntroductionCompleted = bool.Parse(dr["IntroductionCompleted"].ToString());
}
DataBase.DBService.ExecuteCommand(string.Format(UPDATE_PROSPECTCLIENT_QUERY,
prospectClient.Name, prospectClient.PhoneNo, prospectClient.Email,
prospectClient.Occupation, prospectClient.Event, prospectClient.EventDate.ToString("yyyy-MM-dd hh:mm:ss"),
prospectClient.ReferedBy,
prospectClient.UpdatedOn.ToString("yyyy-MM-dd hh:mm:ss"), prospectClient.UpdatedBy,
prospectClient.IsConvertedToClient, prospectClient.StopSendingEmail,
prospectClient.Remarks,
prospectClient.IntroductionCompleted,
prospectClient.IntroductionCompletedDate.ToString("yyyy-MM-dd hh:mm:ss"),
prospectClient.ClientAssignTo,
prospectClient.ClientId,
prospectClient.ID));
//Converted to client from prospect list.
if (!isConvertedToClien.Equals(prospectClient.IsConvertedToClient) && prospectClient.IsConvertedToClient)
{
// Add code for task to convert to client.
//DataTable dtPrimaryStep = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_LINKSUBSTEP_ID, 2));
DataTable dtStepNo = DataBase.DBService.ExecuteCommand(
string.Format(SELECT_PRIMARY_LINKSUBSTEP_ID, 2));
foreach (DataRow dr in dtStepNo.Rows)
{
//int maxId = int.Parse(DataBase.DBService.ExecuteCommandScalar(SELECT_MAX_ID));
//Add entry into process step
ClientProcessService clientProcessService = new ClientProcessService();
ClientProcess clientProcess = new ClientProcess();
clientProcess.ClientId = prospectClient.ClientId;
clientProcess.PrimaryStepId = dr.Field <int>("PrimaryStepId");
clientProcess.LinkStepId = 1;
clientProcess.Status = "P";
clientProcess.IsProcespectClient = false;
if (dr["LinkSubStepId"] != DBNull.Value)
{
clientProcess.LinkStepId = dr.Field <int>("LinkSubStepId");
}
int assignTo = 0;
DataTable dtPrimaryStep = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_STEP, clientProcess.PrimaryStepId));
if (dtPrimaryStep.Rows.Count > 0)
{
int.TryParse(dtPrimaryStep.Rows[0]["UserId"].ToString(), out assignTo);
}
if (dtPrimaryStep.Rows.Count > 0)
{
int.TryParse(dtPrimaryStep.Rows[0]["UserId"].ToString(), out assignTo);
}
clientProcessService.Add(clientProcess, prospectClient.ClientAssignTo);
//DataBase.DBService.ExecuteCommand(string.Format(INSERT_CLIENT_PROCESS,
// prospectClient.ID, 2, 1, 'C', 1));
//int maxProcessId = int.Parse(DataBase.DBService.ExecuteCommandScalar(SELECT_MAX_CLIENTPROCESS_ID));
//DataBase.DBService.ExecuteCommand(string.Format(INSERT_CLIENT_PROCESS_DETAILS,
// maxProcessId,
// dr["UserId"].ToString(),
// DateTime.Now.ToString("yyyy-MM-dd"),
// DateTime.Now.ToString("yyyy-MM-dd"),
// DateTime.Now.ToString("yyyy-MM-dd")
// ));
}
}
if (!isIntroductionCompleted.Equals(prospectClient.IntroductionCompleted) && prospectClient.IntroductionCompleted)
{
// Add code for tas to introduction completed.
}
Activity.ActivitiesService.Add(ActivityType.UpdateProspectClient, EntryStatus.Success,
Source.Client, prospectClient.UpdatedByUserName, prospectClient.Name, prospectClient.MachineName);
}
catch (Exception ex)
{
FinancialPlanner.Common.Logger.LogDebug(ex.Message);
throw ex;
}
}
public frmProspectCustomerConversation(ProspectClient prospectCustomer, int conversationId)
{
InitializeComponent();
_prospCustomer = prospectCustomer;
_prospCustomerConversation = _prospCustomer.ProspectClientConversationList.First(i => i.ID == conversationId);
}
public frmProspectCustomerConversation(ProspectClient prospectCustomer)
{
InitializeComponent();
_prospCustomer = prospectCustomer;
}
