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;
}
}
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);
}
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;
* */
}
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);
}
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";
}
}
}
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;
}
}
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);
}
}
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) + ")";
}
}
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;
}
}