Ejemplo n.º 1
0
        public static void PopulateRegionsBranchesAndExecutives(bizUser.enGageUser user, DropDownList ddlRegion, DropDownList ddlBranch, DropDownList ddlExecutive, bool DisableExecutives, bool overrideDefaultRegion)
        {
            bizBranchRegion biz = new bizBranchRegion();

            ddlRegion.Items.Clear();
            ddlBranch.Items.Clear();
            ddlExecutive.Items.Clear();

            switch (user.Role)
            {
            case (int)Enums.enUserRole.Executive:
                ddlRegion.Items.Add(new ListItem(user.Region, user.Region));
                ddlBranch.Items.Add(new ListItem(user.Branch, user.Branch));
                if (DisableExecutives == false)
                {
                    ddlExecutive.Items.Add(new ListItem(user.DisplayName, user.UserName));
                }
                else
                {
                    ddlExecutive.Items.Add(new ListItem("Executives (All)", "(All)"));
                }
                break;

            case (int)Enums.enUserRole.Branch:
                ddlRegion.Items.Add(new ListItem(user.Region, user.Region));
                ddlBranch.Items.Add(new ListItem(user.Branch, user.Branch));
                if (DisableExecutives == false)
                {
                    using (Timeline.Capture("bizActiveDirectory.ListAccountExecutivesByBranchForDropDown", "AD"))
                    {
                        bizSetting          bizS  = new bizSetting();
                        NameValueCollection execs = bizActiveDirectory.ListAccountExecutivesByBranchForDropDown(ddlBranch.SelectedValue);
                        if (execs == null)
                        {
                            return;
                        }
                        foreach (String exec in execs)
                        {
                            ddlExecutive.Items.Add(new ListItem(exec, execs[exec]));
                        }
                        SortDropDownList(ref ddlExecutive);
                    }
                }

                ddlExecutive.Items.Insert(0, new ListItem("Executives (All)", "(All)"));
                break;

            case (int)Enums.enUserRole.Region:
                ddlRegion.Items.Add(new ListItem(user.Region, user.Region));
                List <String> bs = biz.ListBranchesByRegion(ddlRegion.SelectedValue);
                if (bs == null)
                {
                    return;
                }
                ddlBranch.Items.Add(new ListItem("Branches (All)", "(All)"));
                foreach (String b in bs)
                {
                    ddlBranch.Items.Add(new ListItem(b, b));
                }
                ddlExecutive.Items.Add(new ListItem("Executives (All)", "(All)"));
                break;

            case (int)Enums.enUserRole.Company:
            case (int)Enums.enUserRole.Administrator:
                List <String> rs = biz.ListRegions();
                if (rs == null)
                {
                    return;
                }
                ddlRegion.Items.Add(new ListItem("Regions (All)", "(All)"));
                foreach (String r in rs)
                {
                    ddlRegion.Items.Add(new ListItem(r, r));
                }
                ddlBranch.Items.Add(new ListItem("Branches (All)", "(All)"));
                ddlExecutive.Items.Add(new ListItem("Executives (All)", "(All)"));

                if (overrideDefaultRegion)
                {
                    ddlRegion.SelectedValue = user.Region;
                    ddlRegion.Items.RemoveAt(0);
                }

                break;
            }
        }
Ejemplo n.º 2
0
        private void Insert()
        {
            Client    c   = new Client();
            bizClient biz = new bizClient();

            //CLIENT//
            //general
            c.Inactive = false;
            bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
            c.AccountExecutiveID = user.UserName;
            c.ClientCode         = this.txtClientCode.Text;
            c.ClientName         = this.txtClientName.Text;
            c.RegisteredName     = this.txtRegisteredName.Text;
            //c.InsuredName = this.txtInsuredName.Text;
            if (this.txtABNACN.Text != "")
            {
                c.ABNACN = this.txtABNACN.Text;
            }
            c.Source           = this.txtSource.Text;
            c.OfficeFacsimilie = this.txtOfficeFacsimilie.Text;
            c.OfficePhone      = this.txtOfficePhone.Text;
            //address
            if (this.txtAddress.Text != "")
            {
                c.Address = this.txtAddress.Text;
            }
            if (this.rblAddressTypes.SelectedIndex == 0)
            {
                if (this.ucAUPSS1.PostCode != "")
                {
                    c.PostCode = this.ucAUPSS1.PostCode;
                }
                if (this.ucAUPSS1.StateCode != "")
                {
                    c.StateCode = this.ucAUPSS1.StateCode;
                }
                if (this.ucAUPSS1.Suburb != "")
                {
                    c.Location = this.ucAUPSS1.Suburb;
                }
            }
            //industry
            if (this.lstIndustry.SelectedValue != "")
            {
                c.AnzsicCode = this.lstIndustry.SelectedValue;
            }
            if (this.ddlAssociation.SelectedValue != "")
            {
                c.AssociationCode = this.ddlAssociation.SelectedValue;
            }
            c.AssociationMemberNumber = this.txtAssociationMemberNumber.Text;
            //audit
            c.AddedBy = bizUser.GetCurrentUserName();
            c.Added   = DateTime.Now;

            //CONTACT//
            Contact    cl   = new Contact();
            bizContact bizC = new bizContact();

            if (this.ckbAddContact.Checked == true)
            {
                //general
                cl.ContactName = this.txtContactName.Text;
                cl.Title       = this.ddlTitle.SelectedValue;
                cl.Mobile      = this.txtMobile.Text;
                cl.DirectLine  = this.txtDirectLine.Text;
                cl.Email       = this.txtEmail.Text;
                //audit
                cl.AddedBy = bizUser.GetCurrentUserName();
                cl.Added   = DateTime.Now;
            }

            //OPPORTUNITY//
            Opportunity    o    = new Opportunity();
            bizOpportunity bizO = new bizOpportunity();

            //general
            o.OpportunityName = this.txtOpportunityName.Text;
            if (this.txtOpportunityDue.Text != "")
            {
                o.OpportunityDue = DateTime.Parse(this.txtOpportunityDue.Text);
            }
            o.IncumbentBroker  = this.txtIncumbentBroker.Text;
            o.IncumbentInsurer = this.txtIncumbentInsurer.Text;
            if (this.ddlClassification.SelectedValue != "")
            {
                o.ClassificationID = int.Parse(this.ddlClassification.SelectedValue);
            }
            if (this.ddlBusinessType.SelectedValue != "")
            {
                o.BusinessTypeID = int.Parse(this.ddlBusinessType.SelectedValue);
            }
            if (this.ddlFlagged.SelectedValue != "")
            {
                o.Flagged = bool.Parse(this.ddlFlagged.SelectedValue);
            }
            //audit
            o.AddedBy = bizUser.GetCurrentUserName();
            o.Added   = DateTime.Now;

            //ACTIVITY//
            Activity    na   = new Activity();
            bizActivity bizA = new bizActivity();

            //general
            na.OpportunityStatusID = bizA.GetInitialStatus().StatusID;
            if (this.txtFollowUpDate.Text != "")
            {
                na.FollowUpDate = DateTime.Parse(this.txtFollowUpDate.Text);
            }
            na.Inactive     = false;
            na.ActivityNote = "";
            //audit
            na.AddedBy = bizUser.GetCurrentUserName();
            na.Added   = DateTime.Now;

            //action
            if (biz.ValidateClient(c) == false)
            {
                this.ucMessanger1.ProcessMessages(biz.MSGS, true);
                return;
            }
            if (this.ckbAddContact.Checked == true)
            {
                if (bizC.ValidateContact(cl) == false)
                {
                    this.ucMessanger1.ProcessMessages(bizC.MSGS, true);
                    return;
                }
                c.Contacts.Add(cl);
            }
            if (bizO.ValidateOpportunity(o) == false)
            {
                this.ucMessanger1.ProcessMessages(bizO.MSGS, true);
                return;
            }
            c.Opportunities.Add(o);
            if (bizA.ValidateActivity(na, true) == false)
            {
                this.ucMessanger1.ProcessMessages(bizA.MSGS, true);
                return;
            }
            o.Activities.Add(na);
            int oid = biz.InsertClient(c);

            if (oid != 0)
            {
                this.ucMessanger1.ProcessMessages(biz.MSGS, true);
                Response.Redirect("ViewClient.aspx?cid=" + oid.ToString(), false);
            }
            this.ucMessanger1.ProcessMessages(biz.MSGS, true);
        }
Ejemplo n.º 3
0
        private void LoadDashboardReport()
        {
            this.ucMessanger1.ClearMessages();
            this.ucMessanger1.UnmarkControls();

            SearchOptions so = this.ucSearchOptions1.GetSearchOptions();

            if (so == null)
            {
                this.pnlResults_CollapsiblePanelExtender.ClientState = "true";
                this.pnlResults_CollapsiblePanelExtender.Collapsed   = true;
                return;
            }

            bizMessage bizM = new bizMessage();

            if (Session["USER"] == null)
            {
                this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
                this.pnlResults_CollapsiblePanelExtender.ClientState = "true";
                this.pnlResults_CollapsiblePanelExtender.Collapsed   = true;
                return;
            }

            bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];

            bizReport biz = new bizReport();
            List <proc_rpt_DashboardResult> rs = biz.GetDashboardData(
                so.DateFrom,
                so.DateTo,
                so.Region,
                so.Branch,
                so.Executive,
                so.Classification,
                so.BusinessType,
                so.Industries,
                so.Sources,
                so.Opportunities);

            this.ucMessanger1.ProcessMessages(biz.MSGS, true);

            if (rs == null)
            {
                return;
            }

            StringBuilder sb = new StringBuilder();

            rptDashboard.DataSource = rs;
            rptDashboard.DataBind();

            //Do the sums for the other fields.
            Decimal sumActivitiesQuoted = 0;
            Decimal sumActivitiesActual = 0;
            Decimal sumFollowUpsQuoted  = 0;
            Decimal sumFollowUpsActual  = 0;
            Decimal sumPipelineQuoted   = 0;
            Decimal sumPipelineActual   = 0;
            Decimal sumToWinQuoted      = 0;
            Decimal sumWonActual        = 0;
            Decimal sumLostQuoted       = 0;
            Decimal sumDueQuoted        = 0;
            Decimal sumDueActual        = 0;

            foreach (proc_rpt_DashboardResult r in rs)
            {
                sumActivitiesQuoted += r.ActivitiesQuoted != null ? (decimal)r.ActivitiesQuoted : 0;
                sumActivitiesActual += r.ActivitiesActual != null ? (decimal)r.ActivitiesActual : 0;
                sumFollowUpsQuoted  += r.FollowUpsQuoted != null ? (decimal)r.FollowUpsQuoted : 0;
                sumFollowUpsActual  += r.FollowUpsActual != null ? (decimal)r.FollowUpsActual : 0;
                sumPipelineQuoted   += r.PipelineQuoted != null ? (decimal)r.PipelineQuoted : 0;
                sumPipelineActual   += r.PipelineActual != null ? (decimal)r.PipelineActual : 0;
                sumToWinQuoted      += r.ToWinQuoted != null ? (decimal)r.ToWinQuoted : 0;
                sumWonActual        += r.WonActual != null ? (decimal)r.WonActual : 0;
                sumLostQuoted       += r.LostQuoted != null ? (decimal)r.LostQuoted : 0;
                sumDueQuoted        += r.DueQuoted != null ? (decimal)r.DueQuoted : 0;
                sumDueActual        += r.DueActual != null ? (decimal)r.DueActual : 0;
                //sb.AppendLine(r.Action + " "+r.Activities+" "+r.ActivitiesActual+" "+r.ActivitiesQuoted+" "+r.CompleteOutcomes+" "+r.DueActual+" "+r.DueOutcomes+" "+r.DueQuoted+" "+r.FollowUps+" "+r.FollowUpsActual+" "+r.FollowUpsQuoted+" "+r.LostQuoted+" "+r.PipelineActual+" "+r.PipelineOutcomes+" "+r.PipelineQuoted+" "+r.PreviousStatusID+" "+r.SuccessOutcomes+" "+r.ToWinQuoted+" "+r.WonActual+"<br/>");
            }



            /*
             * foreach(proc_rpt_DashboardResult r in rs)
             * {
             *  sb.AppendLine(r.Action + " "+r.Activities+" "+r.ActivitiesActual+" "+r.ActivitiesQuoted+" "+r.CompleteOutcomes+" "+r.DueActual+" "+r.DueOutcomes+" "+r.DueQuoted+" "+r.FollowUps+" "+r.FollowUpsActual+" "+r.FollowUpsQuoted+" "+r.LostQuoted+" "+r.PipelineActual+" "+r.PipelineOutcomes+" "+r.PipelineQuoted+" "+r.PreviousStatusID+" "+r.SuccessOutcomes+" "+r.ToWinQuoted+" "+r.WonActual+"<br/>");
             * }
             * ltrText.Text = sb.ToString();
             */

            /*
             * this.ReportViewer1.Reset();
             * this.ReportViewer1.ProcessingMode = Microsoft.Reporting.WebForms.ProcessingMode.Local;
             * this.ReportViewer1.LocalReport.EnableHyperlinks = true;
             * this.ReportViewer1.LocalReport.ReportPath = "Reports//Dashboard.rdlc";
             * ReportParameter p1 = new ReportParameter("parDateFrom", so.DateFrom.ToString());
             * ReportParameter p2 = new ReportParameter("parDateTo", so.DateTo.ToString());
             * ReportParameter p3 = new ReportParameter("parRegion", so.Region);
             * ReportParameter p4 = new ReportParameter("parBranch", so.Branch);
             * ReportParameter p5 = new ReportParameter("parExecutive", so.Executive);
             * ReportParameter p6 = new ReportParameter("parClassification", so.Classification.ToString());
             * ReportParameter p7 = new ReportParameter("parBusinessType", so.BusinessType.ToString());
             * ReportParameter p8 = new ReportParameter("parIndustries", so.Industries == null ? "" : so.Industries);
             * ReportParameter p9 = new ReportParameter("parSources", so.Sources == null ? "" : so.Sources);
             * string ExecutiveName = this.ucSearchOptions1.GetExecutiveName(so.Executive);
             * string label = so.Executive != "(All)" ? ExecutiveName : so.Branch != "(All)" && so.Executive == "(All)" ? so.Region + " (" + so.Branch + ")" : so.Region != "(All)" && so.Branch == "(All)" ? so.Region : so.Region == "(All)" ? "OAMPS Insurance Brokers Ltd" : "";
             * ReportParameter p10 = new ReportParameter("parReportLabel", label);
             * this.ReportViewer1.LocalReport.SetParameters(new ReportParameter[] { p1, p2, p3, p4, p5, p6, p7, p8, p9, p10 });
             * ReportDataSource myRDS = new ReportDataSource("proc_rpt_DashboardResult", rs);
             * this.ReportViewer1.LocalReport.DataSources.Clear();
             * this.ReportViewer1.LocalReport.DataSources.Add(myRDS);
             * this.ReportViewer1.LocalReport.Refresh();
             * this.ReportViewer1.Height = Unit.Point(480);
             * this.ReportViewer1.Visible = true;
             *
             * this.pnlResults_CollapsiblePanelExtender.ClientState = "false";
             * this.pnlResults_CollapsiblePanelExtender.Collapsed = false;
             * */
        }
Ejemplo n.º 4
0
        public static String GetExecutives(bizUser.enGageUser user, DropDownList ddlExecutive, DropDownList ddlRegion, DropDownList ddlBranch, bool DisableExecutives)
        {
            string execs = "";

            switch (user.Role)
            {
            case (int)Enums.enUserRole.Executive:
                execs = ddlExecutive.SelectedValue;
                break;

            case (int)Enums.enUserRole.Branch:
                if (ddlRegion.SelectedIndex == 0 && ddlBranch.SelectedIndex == 0 && ddlExecutive.SelectedIndex == 0)
                {
                    if (DisableExecutives == true)
                    {
                        using (Timeline.Capture("bizActiveDirectory.ListAccountExecutivesByRegion", "AD"))
                        {
                            bizSetting bizS = new bizSetting();
                            execs = bizActiveDirectory.ListAccountExecutivesByRegion(ddlRegion.SelectedValue);
                        }
                    }
                    else
                    {
                        execs = BuildExecsFromDropDownList(ddlExecutive);
                    }
                }
                if (ddlRegion.SelectedIndex == 0 && ddlBranch.SelectedIndex == 0 && ddlExecutive.SelectedIndex > 0)
                {
                    execs = ddlExecutive.SelectedValue;
                }
                break;

            case (int)Enums.enUserRole.Region:
                if (ddlRegion.SelectedIndex == 0 && ddlBranch.SelectedIndex == 0 && ddlExecutive.SelectedIndex == 0)
                {
                    using (Timeline.Capture("bizActiveDirectory.ListAccountExecutivesByRegion", "AD"))
                    {
                        bizSetting bizS = new bizSetting();
                        execs = bizActiveDirectory.ListAccountExecutivesByRegion(ddlRegion.SelectedValue);
                    }
                }
                if (ddlRegion.SelectedIndex == 0 && ddlBranch.SelectedIndex > 0 && ddlExecutive.SelectedIndex == 0)
                {
                    using (Timeline.Capture("bizActiveDirectory.ListAccountExecutivesByBranch", "AD"))
                    {
                        bizSetting bizS = new bizSetting();
                        execs = bizActiveDirectory.ListAccountExecutivesByBranch(ddlBranch.SelectedValue);
                    }
                }
                if (ddlRegion.SelectedIndex == 0 && ddlBranch.SelectedIndex > 0 && ddlExecutive.SelectedIndex > 0)
                {
                    execs = ddlExecutive.SelectedValue;
                }
                break;

            case (int)Enums.enUserRole.Company:
            case (int)Enums.enUserRole.Administrator:
                if (ddlRegion.SelectedIndex == 0 && ddlBranch.SelectedIndex == 0 && ddlExecutive.SelectedIndex == 0)
                {
                    execs = "(All)";
                }
                if (ddlRegion.SelectedIndex > 0 && ddlBranch.SelectedIndex == 0 && ddlExecutive.SelectedIndex == 0)
                {
                    using (Timeline.Capture("bizActiveDirectory.ListAccountExecutivesByRegion", "AD"))
                    {
                        bizSetting bizS = new bizSetting();
                        execs = bizActiveDirectory.ListAccountExecutivesByRegion(ddlRegion.SelectedValue);
                    }
                }
                if (ddlRegion.SelectedIndex > 0 && ddlBranch.SelectedIndex > 0 && ddlExecutive.SelectedIndex == 0)
                {
                    execs = BuildExecsFromDropDownList(ddlExecutive);
                }
                if (ddlRegion.SelectedIndex > 0 && ddlBranch.SelectedIndex > 0 && ddlExecutive.SelectedIndex > 0)
                {
                    execs = ddlExecutive.SelectedValue;
                }
                break;
            }
            return(execs);
        }
Ejemplo n.º 5
0
        private void SetHeader()
        {
            SearchOptions so = this.ucSearchOptions1.GetSearchOptions();

            bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];

            //First set the header according to the user's selection.
            switch (user.Role)
            {
            case (int)Enums.enUserRole.Executive:
                TallyForHeader = "Account Executive";
                TotalColumn    = so.Executive + " Results";
                break;

            case (int)Enums.enUserRole.Branch:
                TallyForHeader = "Account Executive";
                TotalColumn    = so.Branch + " Results";
                break;

            case (int)Enums.enUserRole.Region:
                TallyForHeader = "Branch";
                TotalColumn    = so.Region + " Results";
                break;

            case (int)Enums.enUserRole.Company:
                TallyForHeader = "Branch (Region)";
                TotalColumn    = "OAMPS Insurance Brokers Ltd Results";
                break;

            case (int)Enums.enUserRole.Administrator:
                TallyForHeader = "Branch (Region)";
                TotalColumn    = "OAMPS Insurance Brokers Ltd Results";
                break;

            default:
                break;
            }

            if (so != null)
            {
                //Then set the header according to the selection.
                if (so.Region == "(All)" && so.Branch == "(All)" && so.Executive == "(All)")
                {
                    TallyForHeader = "Branch (Region)";
                    TotalColumn    = "OAMPS Insurance Brokers Ltd Results";
                }
                else if (so.Branch == "(All)" && so.Executive == "(All)")
                {
                    TallyForHeader = "Branch";
                    TotalColumn    = so.Region + " Results";
                }
                else if (so.Executive == "(All)")
                {
                    TallyForHeader = "Account Executive";
                    TotalColumn    = so.Branch + " Results";
                }
                else
                {
                    TallyForHeader = "Account Executive";
                    TotalColumn    = so.Executive + " Results";
                }
            }
        }
Ejemplo n.º 6
0
        private void LoadClients()
        {
            bizMessage biz = new bizMessage();

            this.ucMessanger1.ClearMessages();
            this.txtSearchCriteria.CssClass = "control";
            //this.ucMessanger1.UnmarkControls(); // todo: doesn't work
            this.grvClientsClientName.Visible = false;
            this.grvClientsAddress.Visible    = false;
            this.grvClientsIndustry.Visible   = false;

            if (this.txtSearchCriteria.Text == "")
            {
                this.ucMessanger1.ProcessMessage(biz.GetMessageText("EmptyField"), Enums.enMsgType.Err, "SearchCriteria", typeof(TextBox), false);
                return;
            }

            bizSetting bizS       = new bizSetting();
            int        MaxRecords = int.Parse(bizS.GetSetting("FindClient.MaxRecords"));

            bizClient bizC    = new bizClient();
            int?      records = 0;
            List <sp_web_FindClientByFieldResult> clients = bizC.FindClientByField(this.txtSearchCriteria.Text
                                                                                   , this.ddlClient.SelectedValue
                                                                                   , char.Parse(this.ddlMatch.SelectedValue)
                                                                                   , null
                                                                                   , MaxRecords
                                                                                   , ref records);

            this.ucMessanger1.ProcessMessages(bizC.MSGS, true);

            if (clients == null)
            {
                return;
            }


            // get all users in AD

            var allusersResult = bizUser.GetUsersAccountExecutives(clients.Select <sp_web_FindClientByFieldResult, string>(x => x.AccountExecutiveID).Distinct().ToList());

            // change all clients
            clients.ForEach(
                x =>
            {
                if (x.AccountExecutiveID != "" && allusersResult.ContainsKey(x.AccountExecutiveID))
                {
                    bizUser.enGageUser exec = allusersResult[x.AccountExecutiveID];    //bizUser.GetAccountExecutive(x.AccountExecutiveID);
                    if (exec != null)
                    {
                        x.DisplayName = exec.DisplayName;
                    }
                    else
                    {
                        x.DisplayName = x.AccountExecutiveID;
                    }
                }
            }

                );

            List <sp_web_FindClientByFieldResult> cn  = clients.Where(c => c.Match == "client").ToList();
            List <sp_web_FindClientByFieldResult> add = clients.Where(c => c.Match == "address").ToList();
            List <sp_web_FindClientByFieldResult> ind = clients.Where(c => c.Match == "industry").ToList();

            if (records == 0)
            {
                this.btnAdd.Visible = true;

                this.tdHeaderCN.Visible  = false;
                this.tdFooterCN.Visible  = false;
                this.tdHeaderAD.Visible  = false;
                this.tdFooterAD.Visible  = false;
                this.tdHeaderIND.Visible = false;
                this.tdFooterIND.Visible = false;
                this.ucMessanger1.ProcessMessage("enGage: " + biz.GetMessageText("NoClientsFound"), Enums.enMsgType.Warn, "", null, false);
                // change the new postpack url
                btnAdd.PostBackUrl += "?name=" + HttpUtility.UrlEncode(this.txtSearchCriteria.Text);
                return;
            }

            if (records > 0 && records <= MaxRecords)
            {
                this.btnAdd.Visible = true;

                /*foreach (sp_web_FindClientByFieldResult c in cn)
                 * {
                 *  if (c.AccountExecutiveID != "")
                 *  {
                 *      bizUser.enGageUser exec = bizUser.GetAccountExecutive(c.AccountExecutiveID);
                 *      if (exec != null)
                 *          c.DisplayName = exec.DisplayName;
                 *      else
                 *          c.DisplayName = c.AccountExecutiveID;
                 *  }
                 * }
                 * foreach (sp_web_FindClientByFieldResult c in add)
                 * {
                 *  if (c.AccountExecutiveID != "")
                 *  {
                 *      bizUser.enGageUser exec = bizUser.GetAccountExecutive(c.AccountExecutiveID);
                 *      if (exec != null)
                 *          c.DisplayName = exec.DisplayName;
                 *      else
                 *          c.DisplayName = c.AccountExecutiveID;
                 *  }
                 * }
                 * foreach (sp_web_FindClientByFieldResult c in ind)
                 * {
                 *  if (c.AccountExecutiveID != "")
                 *  {
                 *      bizUser.enGageUser exec = bizUser.GetAccountExecutive(c.AccountExecutiveID);
                 *      if (exec != null)
                 *          c.DisplayName = exec.DisplayName;
                 *      else
                 *          c.DisplayName = c.AccountExecutiveID;
                 *  }
                 * }*/

                if (cn.Count == 0)
                {
                    this.tdHeaderCN.Visible           = false;
                    this.grvClientsClientName.Visible = false;
                    this.tdFooterCN.Visible           = false;
                }
                else
                {
                    this.lblResultCountCN.Text           = cn.Count.ToString();
                    this.lblSearchCN.Text                = this.txtSearchCriteria.Text;
                    this.tdHeaderCN.Visible              = true;
                    this.grvClientsClientName.DataSource = cn;
                    this.grvClientsClientName.DataBind();
                    this.grvClientsClientName.Visible = true;
                    this.tdFooterCN.Visible           = true;
                    this.lnkCN.Enabled = true;
                    if (cn.Count <= this.grvClientsClientName.PageSize)
                    {
                        this.lnkCN.Enabled = false;
                    }
                }
                if (add.Count == 0)
                {
                    this.tdHeaderAD.Visible        = false;
                    this.grvClientsAddress.Visible = false;
                    this.tdFooterAD.Visible        = false;
                }
                else
                {
                    this.lblResultCountAD.Text        = add.Count.ToString();
                    this.lblSearchAD.Text             = this.txtSearchCriteria.Text;
                    this.tdHeaderAD.Visible           = true;
                    this.grvClientsAddress.DataSource = add;
                    this.grvClientsAddress.DataBind();
                    this.grvClientsAddress.Visible = true;
                    this.tdFooterAD.Visible        = true;
                    this.lnkAD.Enabled             = true;
                    if (add.Count <= this.grvClientsAddress.PageSize)
                    {
                        this.lnkAD.Enabled = false;
                    }
                }
                if (ind.Count == 0)
                {
                    this.tdHeaderIND.Visible        = false;
                    this.grvClientsIndustry.Visible = false;
                    this.tdFooterIND.Visible        = false;
                }
                else
                {
                    this.lblResultCountIND.Text        = ind.Count.ToString();
                    this.lblSearchIND.Text             = this.txtSearchCriteria.Text;
                    this.tdHeaderIND.Visible           = true;
                    this.grvClientsIndustry.DataSource = ind;
                    this.grvClientsIndustry.DataBind();
                    this.grvClientsIndustry.Visible = true;
                    this.tdFooterIND.Visible        = true;
                    this.lnkIND.Enabled             = true;
                    if (ind.Count <= this.grvClientsIndustry.PageSize)
                    {
                        this.lnkIND.Enabled = false;
                    }
                }

                if (records == MaxRecords)
                {
                    this.ucMessanger1.ProcessMessage("enGage: " + biz.GetMessageText("MaxClientsReached"), Enums.enMsgType.Warn, "", null, false);
                }

                return;
            }
            if (records > MaxRecords)
            {
                this.btnAdd.Visible = false;

                this.tdHeaderCN.Visible  = false;
                this.tdFooterCN.Visible  = false;
                this.tdHeaderAD.Visible  = false;
                this.tdFooterAD.Visible  = false;
                this.tdHeaderIND.Visible = false;
                this.tdFooterIND.Visible = false;
                this.ucMessanger1.ProcessMessage("enGage: " + biz.GetMessageText("TooManyClientsFound"), Enums.enMsgType.Warn, "", null, false);
                return;
            }
        }
Ejemplo n.º 7
0
        protected void grvClients_RowDataBound(object sender, GridViewRowEventArgs e)
        {
            try
            {
                if (e.Row.RowType == DataControlRowType.DataRow)
                {
                    if (Session["USER"] == null)
                    {
                        return;
                    }

                    bizUser.enGageUser             user   = (bizUser.enGageUser)Session["USER"];
                    sp_web_FindClientByFieldResult client = (sp_web_FindClientByFieldResult)e.Row.DataItem;
                    bizClient          biz  = new bizClient();
                    var                u    = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(client.AccountExecutiveID);
                    bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);

                    //if (client.ClientName != null)
                    //{
                    //    if (client.ClientName.Length > 35) e.Row.Cells[2].Text = client.ClientName.Remove(33) + "..";
                    //}

                    //if (client.IndustryName != null)
                    //{
                    //    if (client.IndustryName.Length > 35) e.Row.Cells[3].Text = client.IndustryName.Remove(33) + "..";
                    //}

                    //if (e.Row.Cells[4].Text != "")
                    //{
                    //    if (e.Row.Cells[4].Text.Length > 15) e.Row.Cells[4].Text = e.Row.Cells[4].Text.Remove(13) + "..";
                    //}

                    //if (e.Row.Cells[5].Text != "")
                    //{
                    //    if (e.Row.Cells[5].Text.Length > 15) e.Row.Cells[5].Text = e.Row.Cells[5].Text.Remove(13) + "..";
                    //}

                    if (e.Row.Cells[5].Text != "")
                    {
                        e.Row.Cells[5].Text = Regex.Replace(e.Row.Cells[5].Text, this.txtSearchCriteria.Text, "<b>" + this.txtSearchCriteria.Text.ToUpper() + "</b>", RegexOptions.IgnoreCase);
                    }

                    if (client.Inactive == true)
                    {
                        e.Row.CssClass = "lightgrey";
                    }
                    else
                    {
                        if (client.FollowUpDate < DateTime.Now)
                        {
                            e.Row.Cells[2].CssClass = "ochre-bold";
                        }
                    }

                    // SECURITY
                    Image img = (Image)e.Row.FindControl("imgArrow");
                    switch (user.Role)
                    {
                    case (int)Enums.enUserRole.Executive:
                        if (exec != null)
                        {
                            if (user.DisplayName != exec.DisplayName)
                            {
                                e.Row.CssClass = "darkgrey";
                            }
                            if (user.Branch != exec.Branch)
                            {
                                img.ImageUrl  = "~/images/ArrowHollowSmall.gif";
                                e.Row.Enabled = false;
                                if (client.Inactive == true)
                                {
                                    e.Row.CssClass = "lightgrey-italic";
                                }
                                else
                                {
                                    e.Row.CssClass = "darkgrey";
                                }
                            }
                        }
                        else
                        {
                            e.Row.CssClass = "darkgrey";
                            img.ImageUrl   = "~/images/ArrowHollowSmall.gif";
                            e.Row.Enabled  = false;
                            if (client.Inactive == true)
                            {
                                e.Row.CssClass = "lightgrey-italic";
                            }
                            else
                            {
                                e.Row.CssClass = "darkgrey";
                            }
                        }
                        break;

                    case (int)Enums.enUserRole.Branch:
                        if (exec != null)
                        {
                            if (user.DisplayName != exec.DisplayName)
                            {
                                e.Row.CssClass = "darkgrey";
                            }
                            if (user.Branch != exec.Branch)
                            {
                                img.ImageUrl  = "~/images/ArrowHollowSmall.gif";
                                e.Row.Enabled = false;
                                if (client.Inactive == true)
                                {
                                    e.Row.CssClass = "lightgrey-italic";
                                }
                                else
                                {
                                    e.Row.CssClass = "darkgrey";
                                }
                            }
                        }
                        else
                        {
                            e.Row.CssClass = "darkgrey";
                            img.ImageUrl   = "~/images/ArrowHollowSmall.gif";
                            //e.Row.Enabled = false;
                            if (client.Inactive == true)
                            {
                                e.Row.CssClass = "lightgrey-italic";
                            }
                            else
                            {
                                e.Row.CssClass = "darkgrey";
                            }
                        }
                        break;

                    case (int)Enums.enUserRole.Region:
                        if (exec != null)
                        {
                            if (user.DisplayName != exec.DisplayName)
                            {
                                e.Row.CssClass = "darkgrey";
                            }
                            if (user.Region != exec.Region)
                            {
                                img.ImageUrl  = "~/images/ArrowHollowSmall.gif";
                                e.Row.Enabled = false;
                                if (client.Inactive == true)
                                {
                                    e.Row.CssClass = "lightgrey-italic";
                                }
                                else
                                {
                                    e.Row.CssClass = "darkgrey";
                                }
                            }
                        }
                        else
                        {
                            e.Row.CssClass = "darkgrey";
                            img.ImageUrl   = "~/images/ArrowHollowSmall.gif";
                            e.Row.Enabled  = false;
                            if (client.Inactive == true)
                            {
                                e.Row.CssClass = "lightgrey-italic";
                            }
                            else
                            {
                                e.Row.CssClass = "darkgrey";
                            }
                        }
                        break;

                    case (int)Enums.enUserRole.Company:
                        if (exec != null)
                        {
                            if (user.DisplayName != exec.DisplayName)
                            {
                                e.Row.CssClass = "darkgrey";
                            }
                        }
                        else
                        {
                            e.Row.CssClass = "darkgrey";
                            img.ImageUrl   = "~/images/ArrowHollowSmall.gif";
                            e.Row.Enabled  = false;
                            if (client.Inactive == true)
                            {
                                e.Row.CssClass = "lightgrey-italic";
                            }
                            else
                            {
                                e.Row.CssClass = "darkgrey";
                            }
                        }
                        break;

                    case (int)Enums.enUserRole.Administrator:
                        // do nothing
                        if (exec == null)
                        {
                            //e.Row.CssClass = "darkgrey";
                            img.ImageUrl           = "~/images/ArrowHollowSmall.gif";
                            e.Row.Cells[4].Enabled = false;
                            //if (client.Inactive == true) e.Row.CssClass = "lightgrey-italic";
                            //else e.Row.CssClass = "darkgrey";
                        }
                        break;
                    }

                    e.Row.Attributes.Add("OnMouseOver", "this.style.backgroundColor = '#F4F3F0';this.style.cursor='hand';");
                    e.Row.Attributes.Add("OnMouseOut", "this.style.backgroundColor = 'white';");
                    e.Row.Attributes["onClick"] = "location.href='ViewClient.aspx?cid=" + DataBinder.Eval(e.Row.DataItem, "ClientID") + "'";
                }
            }
            catch (Exception ex)
            {
                bizLog.InsertExceptionLog(ex);
                Response.Redirect("~/ErrorPage.aspx", false);
            }
        }
Ejemplo n.º 8
0
        private void PopulateClientDetails()
        {
            bizMessage bizM = new bizMessage();
            bizSetting bizS = new bizSetting();

            bizClient biz = new bizClient();
            Client    c;

            c = biz.GetClient(Convert.ToInt32(Request.QueryString["cid"]));
            this.ucMessanger1.ProcessMessages(biz.MSGS, true);

            if (c == null)
            {
                return;
            }

            //read only
            this.lblClientName.Text       = c.ClientName;
            this.lblOfficeFacsimilie.Text = c.OfficeFacsimilie;
            this.lblOfficePhone.Text      = c.OfficePhone;
            if (c.Address == null)
            {
                this.lblAddress.Text     = "no address";
                this.lblAddress.CssClass = "page-text-nodata";
            }
            else
            {
                this.lblAddress.Text = c.Address + ", " + c.Location + " " + c.StateCode + " " + c.PostCode;
            }

            //executive
            var u = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(c.AccountExecutiveID);

            bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);
            ucMessanger1.ProcessMessages(biz.MSGS, false);
            lblAccountExecutive.Text = "<b>" + exec.DisplayName + "</b>" + ", " + exec.Branch + " (" + exec.Region + ")";

            //general
            //this.ddlAccountExecutive.SelectedValue = c.AccountExecutiveID.ToString();
            this.txtClientCode.Text     = c.ClientCode;
            this.txtClientName.Text     = c.ClientName;
            this.txtRegisteredName.Text = c.RegisteredName;
            this.txtInsuredName.Text    = c.InsuredName;
            if (c.ABNACN != null)
            {
                this.txtABNACN.Text = c.ABNACN;
            }
            this.txtSource.Text           = c.Source;
            this.txtOfficeFacsimilie.Text = c.OfficeFacsimilie;
            this.txtOfficePhone.Text      = c.OfficePhone;

            //address
            this.txtAddress.Text = c.Address;
            if (c.Location != null)
            {
                this.ucAUPSS1.PostCode = c.PostCode;
                this.ucAUPSS1.SetSuburbAndStateCode(c.Location, c.StateCode);
                //this.ucAUPSS1.Suburb = c.Location;
                //this.ucAUPSS1.StateCode = c.StateCode;
                this.rblAddressTypes.SelectedIndex = 0;
            }
            else
            {
                this.rblAddressTypes.SelectedIndex = 1;
            }

            //industry
            if (c.AnzsicCode != null)
            {
                bizIndustry bizI = new bizIndustry();
                Industry    ind  = bizI.GetIndustry(c.AnzsicCode);
                this.ucMessanger1.ProcessMessages(bizI.MSGS, false);
                this.lstIndustry.Items.Add(new ListItem(ind.IndustryName + " (" + ind.AnzsicCode + ")", ind.AnzsicCode));
                this.lstIndustry.SelectedIndex = 0;
                if (this.lstIndustry.Items.Count > 0)
                {
                    this.lstIndustry.Visible = true;
                }
                PopulateAssociations();
                if (c.AssociationCode == null)
                {
                    this.ddlAssociation.SelectedIndex = 0;
                }
                else
                {
                    this.ddlAssociation.Items.RemoveAt(0);
                    this.ddlAssociation.SelectedValue = c.AssociationCode;
                }
                this.txtAssociationMemberNumber.Text = c.AssociationMemberNumber;
            }

            //audit
            ((Main)Master).HeaderDetails = "Client added by "
                                           + bizActiveDirectory.GetUserFullName(c.AddedBy)
                                           + " (" + string.Format("{0:dd-MMM-yy}", c.Added) + ")";

            if (c.Modified.HasValue == true)
            {
                ((Main)Master).HeaderDetails += " / modified by "
                                                + bizActiveDirectory.GetUserFullName(c.ModifiedBy)
                                                + " (" + string.Format("{0:dd-MMM-yy}", c.Modified.Value) + ")";
            }
        }
Ejemplo n.º 9
0
        private void PopulateContactDetails()
        {
            bizMessage bizM = new bizMessage();
            bizSetting bizS = new bizSetting();

            bizContact biz = new bizContact();
            Contact    c;

            c = biz.GetContact(Convert.ToInt32(Request.QueryString["coid"]));
            this.ucMessanger1.ProcessMessages(biz.MSGS, true);

            if (c == null)
            {
                return;
            }

            //general
            this.txtContactName.Text    = c.ContactName;
            this.ddlTitle.SelectedValue = c.Title;
            this.txtMobile.Text         = c.Mobile;
            this.txtDirectLine.Text     = c.DirectLine;
            this.txtEmail.Text          = c.Email;

            //audit
            ((Main)Master).HeaderDetails = "Client added by "
                                           + bizActiveDirectory.GetUserFullName(c.AddedBy)
                                           + " (" + string.Format("{0:dd-MMM-yy}", c.Added) + ")";

            if (c.Modified.HasValue == true)
            {
                ((Main)Master).HeaderDetails += " / modified by "
                                                + bizActiveDirectory.GetUserFullName(c.ModifiedBy)
                                                + " (" + string.Format("{0:dd-MMM-yy}", c.Modified.Value) + ")";
            }

            bizClient bizC = new bizClient();
            Client    cl   = bizC.GetClient(int.Parse(Request.QueryString["cid"]));
            var       u    = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(cl.AccountExecutiveID);

            bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);
            this.ucMessanger1.ProcessMessages(bizC.MSGS, false);

            if (Session["USER"] == null)
            {
                this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
                return;
            }
            bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];

            switch (user.Role)
            {
            case (int)Enums.enUserRole.Executive:
                if (user.Branch == exec.Branch)
                {
                    if (user.DisplayName != exec.DisplayName)
                    {
                        this.btnSave.Visible = false;
                    }
                }
                else
                {
                    Response.Redirect("~/FindClient.aspx", false);
                    return;
                }
                break;

            case (int)Enums.enUserRole.Branch:
                if (user.Branch != exec.Branch)
                {
                    Response.Redirect("~/FindClient.aspx", false);
                    return;
                }
                break;

            case (int)Enums.enUserRole.Region:
                if (user.Region == exec.Region)
                {
                    this.btnSave.Visible = false;
                }
                else
                {
                    Response.Redirect("~/FindClient.aspx", false);
                    return;
                }
                break;

            case (int)Enums.enUserRole.Company:
                this.btnSave.Visible = false;
                break;

            case (int)Enums.enUserRole.Administrator:
                // full access
                break;
            }
        }