Ejemplo n.º 1
0
        protected void btnDeclineSwitch_Click(object sender, EventArgs e)
        {
            String strSchemeID = Session[clsSystem_Session.strSession.tempschemeid.ToString()].ToString();
            String strUserID   = Session[clsSystem_Session.strSession.User.ToString()].ToString();
            String strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();

            clsScheme Scheme = new clsScheme(strClientID, strSchemeID);

            int intSwitchID = propSwitchID;

            try
            {
                clsIFA    IFA             = new clsIFA(int.Parse(Session["ifaid"].ToString()));
                clsClient Client          = new clsClient(strClientID);
                String    strEmailMessage = "";

                String strRecipient = IFA.propIFAEmail;

                try
                {
                    strEmailMessage = clsEmail.generateEmailBody("ClientDeclineNotification", IFA.propIFA_Name, Client.propForename + " " + Client.propSurname, Scheme.propCompany.propCompany, null, this.txtDeclineDescription.Text.Trim(), null, null);
                }
                catch
                {
                    Page.ClientScript.RegisterStartupScript(this.GetType(), "AlertNoEmailTemplate", "alert('System error! No email template found for declining email. Please report this error to your systems administrator');", true);
                    return;
                }

                clsEmail.Send(strRecipient, "*****@*****.**", "NAV-Switch client declined proposed switch", strEmailMessage, intSwitchID, strClientID, clsEmail.enumEmailPurpose.ClientDeclinedSwitchScheme);

                clsSwitchScheme.updateSwitchHeader(intSwitchID, clsSwitch.enumSwitchStatus.Declined_Client, new clsSwitch(intSwitchID).propDescription);

                int intHistoryID = clsHistory.clsHistoryScheme.insertHeader(strSchemeID, intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Declined_Client);
                clsHistory.clsHistoryScheme.insertMessage(intHistoryID, strEmailMessage);

                clsSwitchScheme_Client.declineSwitch(intSwitchID);

                Page.ClientScript.RegisterStartupScript(this.GetType(), "alertDeclinedSwitch", "alert('This switch has been declined.'); window.location='" + this.propBackPageURL + "';", true);
            }
            catch (Exception ex)
            {
                Page.ClientScript.RegisterStartupScript(this.GetType(), "alertDeclinedSwitcherror", "alert('Error declining switch! " + ex.ToString().Replace("'", " ") + "'); window.location='" + this.propBackPageURL + "';", true);
            }
        }
Ejemplo n.º 2
0
        protected void NotifyApprovedSwtich(clsSwitch Switch)
        {
            try
            {
                int    intIFAID = int.Parse(Session["ifaid"].ToString());
                clsIFA IFA      = new clsIFA(intIFAID);

                string     htmlTemplate = clsOutput.generateApprovedSwitch(Switch, IFA.propIFA_ID);
                StyleSheet style        = clsOutput.getStyleSheet_ApprovedSwitch();
                string     strFilename  = clsOutput.generateOutputFile(clsOutput.enumOutputType.PDF, htmlTemplate, style, Switch.propSwitchID, clsOutput.enumSwitchType.Portfolio);

                string strRecepient = IFA.propIFAEmail;
                string strSender    = "*****@*****.**";
                string strSubject   = "Switch Instruction";
                string strBody      = clsEmail.generateEmailBody((Switch.propPortfolio.propConfirmationRequired ? "NotifyApprovedEmailReqSign" : "NotifyApprovedEmail"), null, null, null, null, null, Switch.propPortfolio.propCompany, Switch.propSwitchID.ToString());
                clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Switch.propSwitchID, Switch.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);

                clsClient client     = new clsClient(Switch.propClientID);
                string    ClientName = client.propForename + " " + client.propSurname;
                if (!String.IsNullOrEmpty(client.propEmailWork))
                {
                    strRecepient = client.propEmailWork;
                    strBody      = clsEmail.generateEmailBody((Switch.propPortfolio.propConfirmationRequired ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Switch.propPortfolio.propCompany, null);
                    clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Switch.propSwitchID, Switch.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
                }
                if (!String.IsNullOrEmpty(client.propEmailPersonal))
                {
                    strRecepient = client.propEmailPersonal;
                    strBody      = clsEmail.generateEmailBody((Switch.propPortfolio.propConfirmationRequired ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Switch.propPortfolio.propCompany, null);
                    clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Switch.propSwitchID, Switch.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
                }

                //:SwitchType_IFA Name_Client Name_yyyy-mm-dd.pdf
            }
            catch (Exception ex)
            {
                Response.Write("Exception Occured<br/>");
                Response.Write(String.Format("<p>{0}</p><br/>", ex.ToString()));
            }
        }
Ejemplo n.º 3
0
        protected void NotifyApprovedSwtich(clsPortfolio Portfolio)
        {
            //try
            //{
                int intIFAID = int.Parse(Session["ifaid"].ToString());
                clsIFA IFA = new clsIFA(intIFAID);

                string htmlTemplate = clsOutput.generateApprovedSwitch(Portfolio, IFA.propIFA_ID);
                StyleSheet style = clsOutput.getStyleSheet_ApprovedSwitch();
                string strFilename = clsOutput.generateOutputFile(clsOutput.enumOutputType.PDF, htmlTemplate, style, Portfolio.propSwitch.propSwitchID, clsOutput.enumSwitchType.Portfolio);

                string strRecepient = IFA.propIFAEmail;
                string strSender = "*****@*****.**";
                string strSubject = "Switch Instruction";
                string strBody = clsEmail.generateEmailBody(((new clsCompany(Portfolio.propCompanyID)).propSignedConfirmation ? "NotifyApprovedEmailReqSign" : "NotifyApprovedEmail"), null, null, null, null, null, Portfolio.propCompany, Portfolio.propSwitch.propSwitchID.ToString());
                clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Portfolio.propSwitch.propSwitchID, Portfolio.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);

                clsClient client = new clsClient(Portfolio.propClientID);
                string ClientName = client.propForename + " " + client.propSurname;
                if (!String.IsNullOrEmpty(client.propEmailWork))
                {
                    strRecepient = client.propEmailWork;
                    strBody = clsEmail.generateEmailBody(((new clsCompany(Portfolio.propCompanyID)).propSignedConfirmation ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Portfolio.propCompany, null);
                    clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Portfolio.propSwitch.propSwitchID, Portfolio.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
                }
                if (!String.IsNullOrEmpty(client.propEmailPersonal))
                {
                    strRecepient = client.propEmailPersonal;
                    strBody = clsEmail.generateEmailBody(((new clsCompany(Portfolio.propCompanyID)).propSignedConfirmation ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Portfolio.propCompany, null);
                    clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Portfolio.propSwitch.propSwitchID, Portfolio.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
                }

                //:SwitchType_IFA Name_Client Name_yyyy-mm-dd.pdf
            //}
            //catch (Exception ex)
            //{
            //    Response.Write("Exception Occured<br/>");
            //    Response.Write(String.Format("<p>{0}</p><br/>", ex.ToString()));
            //}
        }
Ejemplo n.º 4
0
        protected void btnDeclineSwitch_Click(object sender, EventArgs e)
        {
            strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
            strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
            strPortfolioID = Session[clsSystem_Session.strSession.tempportfolioid.ToString()].ToString();

            clsPortfolio oPortfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);

            int intSwitchID = (int)ViewState["intSwitchID"];

            string backPageURL = "https://" + Request.ServerVariables["SERVER_NAME"] + ":" + Request.ServerVariables["SERVER_PORT"] + "/report/" + "portfoliodetails.asp";

            try
            {
                clsIFA IFA = new clsIFA(int.Parse(Session["ifaid"].ToString()));
                clsClient Client = new clsClient(strClientID);
                String strEmailMessage = "";

                String strRecipient = IFA.propIFAEmail;

                try
                {
                    strEmailMessage = clsEmail.generateEmailBody("ClientDeclineNotification", IFA.propIFA_Name, Client.propForename + " " + Client.propSurname, oPortfolio.propCompany, null, this.txtDeclineDescription.Text.Trim(), null, null);
                }
                catch
                {
                    ClientScript.RegisterStartupScript(this.GetType(), "AlertNoEmailTemplate", "alert('System error! No email template found for declining email. Please report this error to your systems administrator');", true);
                    return;
                }

                clsEmail.Send(strRecipient, "*****@*****.**", "NAV-Switch client declined proposed switch", strEmailMessage, intSwitchID, strClientID, clsEmail.enumEmailPurpose.ClientDeclinedSwitchPortfolio);
                
                clsSwitch.updateSwitchHeader(intSwitchID, clsSwitch.enumSwitchStatus.Declined_Client, new clsSwitch(intSwitchID).propDescription);

                int intHistoryID = clsHistory.insertHeader(oPortfolio.propPortfolioID, intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Declined_Client);                
                clsHistory.insertMessage(intHistoryID, strEmailMessage);

                clsSwitch_Client.declineSwitch(intSwitchID);
                
                ClientScript.RegisterStartupScript(this.GetType(), "alertDeclinedSwitch", "alert('This switch has been declined.'); window.location='" + backPageURL + "';", true);

            }
            catch (Exception ex)
            {
                ClientScript.RegisterStartupScript(this.GetType(), "alertDeclinedSwitcherror", "alert('Error declining switch! " + ex.ToString().Replace("'", " ") + "'); window.location='" + backPageURL + "';", true);
            }
        }
Ejemplo n.º 5
0
        protected void btnContactMeSend_Click(object sender, EventArgs e) {

            strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
            strPortfolioID = Session[clsSystem_Session.strSession.tempportfolioid.ToString()].ToString();
            strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();

            clsIFA IFA = new clsIFA(int.Parse(Session["ifaid"].ToString()));
            clsClient Client = new clsClient(strClientID);
            clsPortfolio Portfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);

            String strEmailMessage = "";

            try
            {
                String strRecipient = IFA.propIFAEmail;

                try 
                { 
                    strEmailMessage = clsEmail.generateEmailBody("ClientRequestContact", IFA.propIFA_Name, Client.propForename + " " + Client.propSurname,
                                                                     Portfolio.propCompany, this.txtContactMeByTel.Text.Trim(), this.txtContactMeComments.Text.Trim(), null, null);
                }
                catch
                {
                    ClientScript.RegisterStartupScript(this.GetType(), "AlertNoEmailTemplate", "alert('System error! No email template found for this purpose. Please report this error to your systems administrator');", true);
                    return;
                }
                

                clsEmail.Send(strRecipient, "*****@*****.**", "NAV-Switch client request", strEmailMessage, Portfolio.propSwitch.propSwitchID, strClientID, clsEmail.enumEmailPurpose.ClientRequestingContact);                

                clsSwitch.updateSwitchHeader(Portfolio.propSwitch.propSwitchID, clsSwitch.enumSwitchStatus.Request_ForDiscussion);

                int intHistoryID = clsHistory.insertHeader(Portfolio.propPortfolioID, Portfolio.propSwitch.propSwitchID, (Int16)clsSwitch.enumSwitchStatus.Request_ForDiscussion);
                clsHistory.insertMessage(intHistoryID, strEmailMessage);

                ClientScript.RegisterStartupScript(this.GetType(), "EmailRequestContactSent", "alert('Request for contact to your IFA has been sent successfully');", true);

                populateProposedSwitch(Portfolio.propSwitch.propSwitchDetails);

                enableButtons(clsSwitch.enumSwitchStatus.Request_ForDiscussion);

            }
            catch (Exception ex)
            {
                ClientScript.RegisterStartupScript(this.GetType(), "EmailFailedAlert", "alert('Sending failed. Error:  " + ex.Message.Replace("'", " ") + "');", true);
                return;
            }

        }
Ejemplo n.º 6
0
        protected void btnAmendSave_Click(object sender, EventArgs e)
        {
            captureSwitchGridviewDetails();

            strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
            strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
            strPortfolioID = Session[clsSystem_Session.strSession.tempportfolioid.ToString()].ToString();

            List<clsSwitchDetails_Client> ListSwitchDetails = (List<clsSwitchDetails_Client>)Session["SwitchDetails_Client"];
            saveclientSwitch(clsSwitch.enumSwitchStatus.Saved, ListSwitchDetails[0].propSwitchID, this.txtAmendDesc.Text.Trim());

            clsPortfolio oPortfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);

            bool hasIFAPermit = oPortfolio.propPortfolioDetails[0].propSwitchIFAPermit;
            int intSwitchID = ListSwitchDetails[0].propSwitchID;

            if (hasIFAPermit)
            {                
                sendValidationCode(this.txtSMSMobileNoApproval.Text.Trim());
            }
            else
            {
                clsIFA IFA = new clsIFA(int.Parse(Session["ifaid"].ToString()));
                clsClient Client = new clsClient(strClientID);
                String strEmailMessage = "";

                try
                {
                    String strRecipient = IFA.propIFAEmail;

                    try
                    {
                        strEmailMessage = clsEmail.generateEmailBody("ClientAmendmentNotification", null, Client.propForename + " " + Client.propSurname, null, null, null, null, null);
                    }
                    catch 
                    {
                        ClientScript.RegisterStartupScript(this.GetType(), "AlertNoEmailTemplate", "alert('System error! No email template found for this purpose. Please report this error to your systems administrator');", true);
                        return;
                    }
                    clsEmail.Send(strRecipient, "*****@*****.**", "NAV-Switch client amended proposed switch", strEmailMessage, oPortfolio.propSwitch.propSwitchID, strClientID, clsEmail.enumEmailPurpose.ClientRequestingContact);
                    clsSwitch_Client.updateSwitchHeader(clsSwitch.enumSwitchStatus.Proposed, intSwitchID, this.txtAmendDesc.Text.Trim());
                    clsSwitch.updateSwitchHeader(intSwitchID, clsSwitch.enumSwitchStatus.Amended, new clsSwitch(intSwitchID).propDescription);

                    int intHistoryID = clsHistory.insertHeader(oPortfolio.propPortfolioID, intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Amended);
                    clsHistory.insertDetailsClient(intHistoryID, ListSwitchDetails);
                    clsHistory.insertMessage(intHistoryID, this.txtAmendDesc.Text.Trim());

                    string backPageURL = "https://" + Request.ServerVariables["SERVER_NAME"] + ":" + Request.ServerVariables["SERVER_PORT"] + "/report/" + "portfoliodetails.asp";
                    ClientScript.RegisterStartupScript(this.GetType(), "EmailAmendNotification", "alert('An email was sent to notify your IFA regarding the amendments in the proposed switch.'); window.location='" + backPageURL + "';", true);                    
                }
                catch (Exception ex)
                {
                    ClientScript.RegisterStartupScript(this.GetType(), "EmailFailedAlert", "alert('Sending failed. Error:  " + ex.Message.Replace("'", " ") + "');", true);
                    return;
                }

            }

            Session["SwitchDetails_Client"] = oPortfolio.propSwitchClient.propSwitchDetails;
            populateAmendSwitch((List<clsSwitchDetails_Client>)Session["SwitchDetails_Client"]);
        }
        protected void btnAmendSave_Click(object sender, EventArgs e)
        {
            captureSwitchGridviewDetails();

            String strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
            String strSchemeID = Session[clsSystem_Session.strSession.tempschemeid.ToString()].ToString();
            String strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();            

            saveclientSwitch(clsSwitch.enumSwitchStatus.Saved, propSwitchID, this.txtAmendDesc.Text.Trim());

            bool hasIFAPermit = (bool)Session["IFAPermit"];
            int intSwitchID = propSwitchID;

            if (hasIFAPermit)
            {
                sendValidationCode(this.txtSMSMobileNoApproval.Text.Trim());
            }
            else
            {
                clsIFA IFA = new clsIFA(int.Parse(Session["ifaid"].ToString()));
                clsClient Client = new clsClient(strClientID);
                String strEmailMessage = "";

                try
                {
                    String strRecipient = IFA.propIFAEmail;

                    try
                    {
                        strEmailMessage = clsEmail.generateEmailBody("SchemeClientAmendmentNotification", null, Client.propForename + " " + Client.propSurname, null, null, null, null, null);
                        strEmailMessage = Server.HtmlEncode(strEmailMessage);
                    }
                    catch
                    {
                        Page.ClientScript.RegisterStartupScript(this.GetType(), "AlertNoEmailTemplate", "alert('System error! No email template found for this purpose. Please report this error to your systems administrator');", true);
                        return;
                    }

                    clsSwitchScheme_Client.updateSwitchHeader(clsSwitch.enumSwitchStatus.Proposed, intSwitchID, this.txtAmendDesc.Text.Trim());
                    clsSwitchScheme.updateSwitchHeader(intSwitchID, clsSwitch.enumSwitchStatus.Amended, new clsSwitchScheme(intSwitchID).propDescription);

                    clsEmail.Send(strRecipient, "*****@*****.**", "NAV-Switch client amended proposed scheme switch", strEmailMessage, propSwitchID, strClientID, clsEmail.enumEmailPurpose.ClientAmendmentsNotification);

                    int intHistoryID = clsHistory.clsHistoryScheme.insertHeader(strSchemeID, intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Amended);
                    clsHistory.clsHistoryScheme.insertDetailsClient(intHistoryID, new clsSwitchScheme_Client(intSwitchID).propSwitchDetailsPortfolio, false);
                    clsHistory.clsHistoryScheme.insertDetailsClient(intHistoryID, new clsSwitchScheme_Client(intSwitchID).propSwitchDetailsContribution, true);
                    clsHistory.clsHistoryScheme.insertMessage(intHistoryID, this.txtAmendDesc.Text.Trim());
                    
                    Page.ClientScript.RegisterStartupScript(this.GetType(), "EmailAmendNotification", "alert('An email was sent to notify your IFA regarding the amendments in the proposed scheme switch.'); window.location='" + propBackPageURL + "';", true);
                }
                catch (Exception ex)
                {
                    Page.ClientScript.RegisterStartupScript(this.GetType(), "EmailFailedAlert", "alert('" + ex + "');", true);                    
                    return;
                }

            }
        }
        protected void btnDeclineSwitch_Click(object sender, EventArgs e)
        {
            String strSchemeID = Session[clsSystem_Session.strSession.tempschemeid.ToString()].ToString();
            String strUserID = Session[clsSystem_Session.strSession.User.ToString()].ToString();
            String strClientID = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();

            clsScheme Scheme = new clsScheme(strClientID, strSchemeID);

            int intSwitchID = propSwitchID;            

            try
            {
                clsIFA IFA = new clsIFA(int.Parse(Session["ifaid"].ToString()));
                clsClient Client = new clsClient(strClientID);
                String strEmailMessage = "";

                String strRecipient = IFA.propIFAEmail;

                try
                {
                    strEmailMessage = clsEmail.generateEmailBody("ClientDeclineNotification", IFA.propIFA_Name, Client.propForename + " " + Client.propSurname, Scheme.propCompany.propCompany, null, this.txtDeclineDescription.Text.Trim(), null, null);
                }
                catch
                {
                    Page.ClientScript.RegisterStartupScript(this.GetType(), "AlertNoEmailTemplate", "alert('System error! No email template found for declining email. Please report this error to your systems administrator');", true);
                    return;
                }

                clsEmail.Send(strRecipient, "*****@*****.**", "NAV-Switch client declined proposed switch", strEmailMessage, intSwitchID, strClientID, clsEmail.enumEmailPurpose.ClientDeclinedSwitchScheme);

                clsSwitchScheme.updateSwitchHeader(intSwitchID, clsSwitch.enumSwitchStatus.Declined_Client, new clsSwitch(intSwitchID).propDescription);

                int intHistoryID = clsHistory.clsHistoryScheme.insertHeader(strSchemeID, intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Declined_Client);
                clsHistory.clsHistoryScheme.insertMessage(intHistoryID, strEmailMessage);

                clsSwitchScheme_Client.declineSwitch(intSwitchID);
                
                Page.ClientScript.RegisterStartupScript(this.GetType(), "alertDeclinedSwitch", "alert('This switch has been declined.'); window.location='" + this.propBackPageURL + "';", true);

            }
            catch (Exception ex)
            {
                Page.ClientScript.RegisterStartupScript(this.GetType(), "alertDeclinedSwitcherror", "alert('Error declining switch! " + ex.ToString().Replace("'", " ") + "'); window.location='" + this.propBackPageURL + "';", true);                
            }
        }
Ejemplo n.º 9
0
        protected void btnAmendSave_Click(object sender, EventArgs e)
        {
            captureSwitchGridviewDetails();

            strUserID      = Session[clsSystem_Session.strSession.User.ToString()].ToString();
            strClientID    = Session[clsSystem_Session.strSession.clientID.ToString()].ToString();
            strPortfolioID = Session[clsSystem_Session.strSession.tempportfolioid.ToString()].ToString();

            List <clsSwitchDetails_Client> ListSwitchDetails = (List <clsSwitchDetails_Client>)Session["SwitchDetails_Client"];

            saveclientSwitch(clsSwitch.enumSwitchStatus.Saved, ListSwitchDetails[0].propSwitchID, this.txtAmendDesc.Text.Trim());

            clsPortfolio oPortfolio = new clsPortfolio(strClientID, strPortfolioID, strUserID);

            bool hasIFAPermit = oPortfolio.propPortfolioDetails[0].propSwitchIFAPermit;
            int  intSwitchID  = ListSwitchDetails[0].propSwitchID;

            if (hasIFAPermit)
            {
                sendValidationCode(this.txtSMSMobileNoApproval.Text.Trim());
            }
            else
            {
                clsIFA    IFA             = new clsIFA(int.Parse(Session["ifaid"].ToString()));
                clsClient Client          = new clsClient(strClientID);
                String    strEmailMessage = "";

                try
                {
                    String strRecipient = IFA.propIFAEmail;

                    try
                    {
                        strEmailMessage = clsEmail.generateEmailBody("ClientAmendmentNotification", null, Client.propForename + " " + Client.propSurname, null, null, null, null, null);
                    }
                    catch
                    {
                        ClientScript.RegisterStartupScript(this.GetType(), "AlertNoEmailTemplate", "alert('System error! No email template found for this purpose. Please report this error to your systems administrator');", true);
                        return;
                    }
                    clsEmail.Send(strRecipient, "*****@*****.**", "NAV-Switch client amended proposed switch", strEmailMessage, oPortfolio.propSwitch.propSwitchID, strClientID, clsEmail.enumEmailPurpose.ClientRequestingContact);
                    clsSwitch_Client.updateSwitchHeader(clsSwitch.enumSwitchStatus.Proposed, intSwitchID, this.txtAmendDesc.Text.Trim());
                    clsSwitch.updateSwitchHeader(intSwitchID, clsSwitch.enumSwitchStatus.Amended, new clsSwitch(intSwitchID).propDescription);

                    int intHistoryID = clsHistory.insertHeader(oPortfolio.propPortfolioID, intSwitchID, (Int16)clsSwitch.enumSwitchStatus.Amended);
                    clsHistory.insertDetailsClient(intHistoryID, ListSwitchDetails);
                    clsHistory.insertMessage(intHistoryID, this.txtAmendDesc.Text.Trim());

                    string backPageURL = "https://" + Request.ServerVariables["SERVER_NAME"] + ":" + Request.ServerVariables["SERVER_PORT"] + "/report/" + "portfoliodetails.asp";
                    ClientScript.RegisterStartupScript(this.GetType(), "EmailAmendNotification", "alert('An email was sent to notify your IFA regarding the amendments in the proposed switch.'); window.location='" + backPageURL + "';", true);
                }
                catch (Exception ex)
                {
                    ClientScript.RegisterStartupScript(this.GetType(), "EmailFailedAlert", "alert('Sending failed. Error:  " + ex.Message.Replace("'", " ") + "');", true);
                    return;
                }
            }

            Session["SwitchDetails_Client"] = oPortfolio.propSwitchClient.propSwitchDetails;
            populateAmendSwitch((List <clsSwitchDetails_Client>)Session["SwitchDetails_Client"]);
        }
Ejemplo n.º 10
0
        protected void NotifyApprovedSwtich(clsSwitch Switch)
        {
            int intIFAID = int.Parse(Session["ifaid"].ToString());
            clsIFA IFA = new clsIFA(intIFAID);

            string htmlTemplate = clsOutput.generateApprovedSwitch(Switch, IFA.propIFA_ID);
            StyleSheet style = clsOutput.getStyleSheet_ApprovedSwitch();
            string strFilename = clsOutput.generateOutputFile(clsOutput.enumOutputType.PDF, htmlTemplate, style, Switch.propSwitchID, clsOutput.enumSwitchType.Portfolio);

            string strRecepient = IFA.propIFAEmail;
            string strSender = "*****@*****.**";
            string strSubject = "Switch Instruction";
            string strBody = clsEmail.generateEmailBody((Switch.propPortfolio.propConfirmationRequired ? "NotifyApprovedEmailReqSign" : "NotifyApprovedEmail"), null, null, null, null, null, Switch.propPortfolio.propCompany, Switch.propSwitchID.ToString());
            clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Switch.propSwitchID, Switch.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);

            clsClient client = new clsClient(Switch.propClientID);
            string ClientName = client.propForename + " " + client.propSurname;
            if (!String.IsNullOrEmpty(client.propEmailWork))
            {
                strRecepient = client.propEmailWork;
                strBody = clsEmail.generateEmailBody((Switch.propPortfolio.propConfirmationRequired ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Switch.propPortfolio.propCompany, null);
                clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Switch.propSwitchID, Switch.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
            }
            if (!String.IsNullOrEmpty(client.propEmailPersonal))
            {
                strRecepient = client.propEmailPersonal;
                strBody = clsEmail.generateEmailBody((Switch.propPortfolio.propConfirmationRequired ? "NotifyClientApprovedEmailReqSign" : "NotifyClientApprovedEmail"), null, null, ClientName, null, null, Switch.propPortfolio.propCompany, null);
                clsEmail.SendWithAttachment(strRecepient, strSender, strSubject, strBody, Switch.propSwitchID, Switch.propClientID, clsEmail.enumEmailPurpose.ApproveSwitchNotification, strFilename);
            }
        }