private void Merge3Btn_Click(object sender, RibbonControlEventArgs e)
{
XLForms.StaffSelectForm staffForm = new XLForms.StaffSelectForm();
staffForm.ShowDialog();
Document currentDoc = XLDocument.GetCurrentDoc();
long startPosition = currentDoc.Content.Start;
long endPosition = currentDoc.Content.End;
string templateXML = XLDocument.CopyRangeToWordXML(currentDoc.Range());
List <XLMain.FPIClient> clients = XLMain.FPIClient.GetFPIClients(staffForm.selectedStaff.crmID, "where direct_debit = 0 and Last_year = 1");
if (clients.Count > 0)
{
XLDocument.MergeFPIData(clients.OrderBy(c => c.office).ToList(), templateXML);
}
else
{
MessageBox.Show("No clients founds to merge.");
}
clients = XLMain.FPIClient.GetFPIClients(staffForm.selectedStaff.crmID, "where direct_debit = 0 and Last_year = 1", false);
if (clients.Count > 0)
{
XLDocument.MergeFPIData(clients.OrderBy(c => c.office).ToList(), templateXML);
}
else
{
MessageBox.Show("No foreign clients founds to merge.");
}
}
private void InsolAddressBtn_Click(object sender, RibbonControlEventArgs e)
{
try
{
ClientForm myClientForm = new ClientForm();
myClientForm.ShowDialog();
XLMain.Client client = myClientForm.selectedClient;
IPSContForm myForm = new IPSContForm(client);
myForm.ShowDialog();
XLInsol.Contact selectContact = myForm.selectedContact;
if (selectContact != null)
{
string str = selectContact.name + Environment.NewLine;
str += selectContact.addressBlock;
XLDocument.InsertText(str);
//XLDocument.AddStatusBox();
//XLDocument.ChangeStatus("Draft");
}
else
{
MessageBox.Show("No contact selected.");
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to get insolvency address");
XLtools.LogException("InsolAddressBtn", ex.ToString());
}
}
private void AddresseeTB_Leave(object sender, EventArgs e)
{
string addressee = AddresseeTB.Text;
XLDocument.UpdateBookmark("Addressee", addressee);
XLDocument.UpdateBookmark("Addressee2", addressee);
}
private void StaffAddressBtn_Click(object sender, RibbonControlEventArgs e)
{
try
{
StaffForm myForm = new StaffForm();
myForm.ShowDialog();
XLMain.Staff contact = myForm.selectedContact;
string str = "";
if (contact.addresses[0].addressBlock != null)
{
if (contact.salutations.Count > 0)
{
str += contact.salutations[0].addressee + Environment.NewLine;
}
str += contact.addresses[0].addressBlock;
XLDocument.InsertText(str);
//insert the status text box;
//XLDocument.AddStatusBox();
//XLDocument.ChangeStatus("Draft");
}
else
{
MessageBox.Show(contact.name + " does not have an address in the system.");
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to get staff address");
XLtools.LogException("StaffAddressBtn", ex.ToString());
}
}
public static string GetFileID()
{
try
{
XLDocument.UpdateCurrentDoc();
string fileID = "";
//Check whether the parameter has already been set
fileID = ReadParameter("FileID");
fileID = currentDoc.Name;
if (fileID.IndexOf("-") > -1)
{
int len = fileID.IndexOf("-"); //get the index of the version identifier
fileID = fileID.Substring(0, len); //ignore everything after and including the -
if (String.IsNullOrEmpty(fileID) || !int.TryParse(fileID, out int i))
{
throw new ArgumentException("Document doesn't appear to be in VC");
}
UpdateParameter("FileID", fileID); //add the parameter for next time.
return(fileID);
}
else
{
return(null);
}
}
catch (Exception e)
{
MessageBox.Show("Unable to discover file ID");
XLtools.LogException("GetFileID", e.ToString());
return(null);
}
}
private void LaunchClientDoc(string docType)
{
try
{
ClientForm myForm = new ClientForm();
myForm.ShowDialog();
XLMain.Client selectedClient = myForm.selectedClient;
if (selectedClient != null)
{
string crmId = selectedClient.crmID;
XLDocument.openTemplate(docType);
XLDocument.UpdateParameter("CRMid", crmId);
XLDocument.UpdateParameter("DocType", docType);
//this appears to work in 3.5 notwithstanding the reference to Globals
xlTaskPane1 = new XLTaskPane();
CustomxlTaskPane = Globals.ThisAddIn.CustomTaskPanes.Add(xlTaskPane1, "XLant Document Handler", Globals.ThisAddIn.Application.ActiveWindow);
CustomxlTaskPane.Visible = true;
CustomxlTaskPane.Width = 350;
}
}
catch (Exception e)
{
MessageBox.Show("Unable to launch document");
XLtools.LogException("LaunchClientDoc", docType + " - " + e.ToString());
}
}
private static void WhenCallingString(XLMain.Staff wcStaff)
{
try
{
if (wcStaff == null)
{
XLDocument.UpdateBookmark("Whencalling", "");
XLDocument.UpdateBookmark("Calling", "");
XLDocument.UpdateBookmark("WcEmail", "");
XLDocument.UpdateBookmark("WcEmailAddress", "");
}
else
{
XLDocument.UpdateBookmark("Whencalling", "When calling please ask for: ", 1);
XLDocument.UpdateBookmark("Calling", wcStaff.name);
if (wcStaff.emails != null)
{
XLDocument.UpdateBookmark("WcEmail", "e-mail: ", 1);
XLDocument.UpdateBookmark("WcEmailAddress", wcStaff.emails[0].email);
}
else
{
XLDocument.UpdateBookmark("WcEmail", "");
XLDocument.UpdateBookmark("WcEmailAddress", "");
}
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to build when calling for");
XLtools.LogException("WhenCallingString", ex.ToString());
}
}
public static void EndDocument()
{
try
{
XLDocument.UpdateCurrentDoc();
//close panel if open
if (XLantWordRibbon.xlTaskPane1 != null)
{
XLantWordRibbon.xlTaskPane1.Visible = false;
XLantWordRibbon.xlTaskPane1.Dispose();
//remove the task pane
Globals.ThisAddIn.CustomTaskPanes.Remove(XLantWordRibbon.CustomxlTaskPane);
}
string str = currentDoc.FullName;
//close document
((_Document)currentDoc).Close(SaveChanges: WdSaveOptions.wdDoNotSaveChanges);
//no longer necessary to delete file if it is a VC doc as it does it itself
//File.Delete(str);
}
catch (Exception e)
{
MessageBox.Show("Unable to close document and exit");
XLtools.LogException("EndDocument", e.ToString());
}
}
public static void AddStatusBox()
{
try
{
XLDocument.UpdateCurrentDoc();
Microsoft.Office.Interop.Word.Shape textBox;
//Check whether the bookmark already exists and only if it doesn't add it
if (!currentDoc.Bookmarks.Exists("Status"))
{
textBox = currentDoc.Shapes.AddTextbox(MsoTextOrientation.msoTextOrientationHorizontal, 400, 50, 100, 50);
textBox.Line.Visible = MsoTriState.msoFalse;
textBox.Name = "MLStatus";
textBox.TextFrame.TextRange.Text = "Status";
textBox.TextFrame.TextRange.Font.Hidden = 1;
textBox.TextFrame.TextRange.Font.Italic = 1;
textBox.TextFrame.TextRange.Font.Name = "Calibri";
textBox.TextFrame.TextRange.Font.Size = 16;
textBox.TextFrame.TextRange.Bookmarks.Add("Status");
}
}
catch (Exception e)
{
MessageBox.Show("Unable to add the status box");
XLtools.LogException("AddStatusBox", e.ToString());
}
}
public static void UpdateBookmark(string bName, string bValue, int bold = 2, string styleName = "")
{
try
{
XLDocument.UpdateCurrentDoc();
if (currentDoc.Bookmarks.Exists(bName))
{
Range bRange = currentDoc.Bookmarks.get_Item(bName).Range;
bRange.Text = bValue;
//apply style first so that the bold can override if necessary
if (styleName != "")
{
bRange.set_Style(currentDoc.Styles[styleName]);
}
//bold is not specified make no changes so it stickes with the style in the document
if (bold < 2)
{
bRange.Bold = bold;
}
currentDoc.Bookmarks.Add(bName, bRange);
}
}
catch (Exception e)
{
MessageBox.Show("Unable to update bookmark");
XLtools.LogException("UpdateBookmark", e.ToString());
}
}
private void IndexBtn_Click(object sender, EventArgs e)
{
string fullPath = docPath;
string cabinet = XLVirtualCabinet.FileStore(client.manager.office, client.department);
string clientStr = client.clientcode + " - " + client.name;
XLMain.Staff toBe = (XLMain.Staff)ToBeActionDDL.SelectedItem;
string desc = DescTB.Text;
string section = "";
if (client.department != "INS")
{
section = "Correspondence";
}
else
{
section = FileSectionDDL.SelectedItem.ToString();
}
//Launch the index process and collect the result
XLVirtualCabinet.BondResult outcome = XLVirtualCabinet.IndexDocument(fullPath, cabinet, clientStr, status, toBe.name, section, desc);
if (outcome.ExitCode == 0)
{
XLDocument.EndDocument();
}
else
{
MessageBox.Show("Unable to index document, please index manually. Error code: " + outcome.ExitCode.ToString() + "-" + outcome.StandardOutput.ToString());
}
//close the dialog in any event.
this.Close();
}
private void SalDDL_SelectedIndexChanged(object sender, EventArgs e)
{
sal = (XLMain.Salutation)SalDDL.SelectedItem;
AddresseeTB.Text = sal.addressee;
SalutationTb.Text = sal.salutation;
XLDocument.UpdateBookmark("Salutation", SalutationTb.Text);
XLDocument.UpdateBookmark("Addressee", AddresseeTB.Text);
XLDocument.UpdateBookmark("Addressee2", AddresseeTB.Text);
}
private void IndexBtn_Click(object sender, RibbonControlEventArgs e)
{
try
{
XLDocument.currentDoc.Save();
//populate description
string desc = XLDocument.ReadParameter("DocType");
desc += " to ";
desc += XLDocument.ReadBookmark("Addressee");
string str = XLDocument.ReadParameter("CRMid");
XLMain.Client client = new XLMain.Client();
if (str != "")
{
client = XLMain.Client.FetchClient(str);
}
else
{
ClientForm cForm = new ClientForm();
cForm.ShowDialog();
client = cForm.selectedClient;
}
XLMain.Staff writer = new XLMain.Staff();
string writerID = XLDocument.ReadParameter("Sender");
if (writerID == "")
{
writer = XLMain.Staff.StaffFromUser(Environment.UserName);
}
else
{
writer = XLMain.Staff.StaffFromUser(XLDocument.ReadParameter("Sender"));
}
VCForm myForm = new VCForm(writer, client, XLDocument.currentDoc.FullName, desc, XLDocument.ReadParameter("VCStatus"));
myForm.ShowDialog();
//collect result from form
XLVirtualCabinet.BondResult outcome = myForm.outcome;
if (outcome.ExitCode == 0)
{
XLDocument.EndDocument();
xlTaskPane1.Dispose();
}
else
{
MessageBox.Show("Unable to index document, please index manually. Error code: " + outcome.ExitCode.ToString() + "-" + outcome.StandardOutput.ToString());
}
//close the dialog in any event.
}
catch (Exception ex)
{
MessageBox.Show("Error calling the VC integration. Error code: " + ex.ToString());
XLtools.LogException("IndexBtn", ex.ToString());
}
}
private void MySigBtn_Click(object sender, RibbonControlEventArgs e)
{
//get current user
XLMain.Staff user = XLMain.Staff.StaffFromUser(Environment.UserName);
bool success = XLDocument.AddSignature(user.username);
if (success)
{
success = XLDocument.AddSignatureMetaData(user, user);
}
}
private void EncChk_CheckedChanged(object sender, EventArgs e)
{
if (EncChk.Checked)
{
XLDocument.UpdateBookmark("Enc", "Enc", bold: 0, styleName: "ML Main");
}
else
{
XLDocument.UpdateBookmark("Enc", "", bold: 0, styleName: "ML Main");
}
}
private void RevertBtn_Click(object sender, EventArgs e)
{
try
{
//Deal with salutations
if (client.salutations != null)
{
SalDDL.DataSource = client.salutations;
SalDDL.DisplayMember = "Salutation";
SalDDL.ValueMember = "Addressee";
sal = (XLMain.Salutation)SalDDL.SelectedItem;
if (sal != null)
{
AddresseeTB.Text = sal.addressee;
SalutationTb.Text = sal.salutation;
}
}
//Deal with addresses
if (docType == "Letter")
{
if (client.addresses != null)
{
allAddresses = client.addresses;
addressesDDL.DataSource = allAddresses;
addressesDDL.DisplayMember = "address1";
addressesDDL.ValueMember = "addressBlock";
add = (XLMain.Address)addressesDDL.SelectedItem;
if (add != null)
{
addTB.Text = add.addressBlock;
}
}
}
else if (docType == "Fax")
{
XLMain.Number fax = XLMain.Number.GetNumber(client.crmID, "Fax");
if (fax != null)
{
FaxTB.Text = fax.number;
}
}
RevertBtn.Visible = false;
XLDocument.UpdateBookmark("Salutation", SalutationTb.Text);
XLDocument.UpdateBookmark("Addressee", AddresseeTB.Text);
XLDocument.UpdateBookmark("Addressee2", AddresseeTB.Text);
XLDocument.UpdateBookmark("Address", addTB.Text);
XLDocument.UpdateBookmark("Fax", FaxTB.Text);
}
catch (Exception ex)
{
MessageBox.Show("Unable to revert");
XLtools.LogException("RevertBtn", ex.ToString());
}
}
private void PandCCheck_CheckedChanged(object sender, EventArgs e)
{
if (PandCCheck.Checked)
{
XLDocument.UpdateBookmark("PandC", "Private and Confidential");
}
else
{
XLDocument.UpdateBookmark("PandC", "");
}
}
private void FAOBCheck_CheckedChanged(object sender, EventArgs e)
{
if (FAOBCheck.Checked)
{
XLDocument.UpdateBookmark("FAOBOML", "Milsted Langdon");
}
else
{
XLDocument.UpdateBookmark("FAOBOML", "");
}
}
public HeaderForm()
{
InitializeComponent();
this.CenterToParent();
OfficeDDL.DataSource = XLDocument.GetList("Office");
OfficeDDL.DisplayMember = "name";
OfficeDDL.ValueMember = "dbTag";
DeptDDL.DataSource = XLDocument.GetList("Footer");
DeptDDL.DisplayMember = "name";
DeptDDL.ValueMember = "dbTag";
}
private void BioBtn_Click(object sender, RibbonControlEventArgs e)
{
XLForms.ClientForm selectForm = new ClientForm();
selectForm.ShowDialog();
XLMain.Client client = selectForm.selectedClient;
MergeClient bioClient = new MergeClient(client);
XLDocument.UpdateCurrentDoc();
Range range = XLDocument.currentDoc.Range();
XLDocument.UpdateFieldsFromRange(range, bioClient);
}
private void addressLB_SelectedIndexChanged(object sender, EventArgs e)
{
try
{
string str = addressesDDL.SelectedValue.ToString();
addTB.Text = str;
}
catch
{
addTB.Text = "";
}
XLDocument.UpdateBookmark("Address", addTB.Text);
}
private void SalutationTb_Leave(object sender, EventArgs e)
{
string salutation = SalutationTb.Text;
XLDocument.UpdateBookmark("Salutation", salutation);
if (salutation == "" || salutation == "Sir" || salutation == "Madam" || salutation == "Sirs" || salutation == "Mesdames")
{
XLDocument.UpdateBookmark("FaithSincere", "Yours faithfully");
}
else
{
XLDocument.UpdateBookmark("FaithSincere", "Yours sincerely");
}
}
private void OkBtn_Click(object sender, EventArgs e)
{
XLDocument.Header header = new XLDocument.Header();
string office = (string)OfficeDDL.SelectedValue;
string footer = (string)DeptDDL.SelectedValue;
header = XLDocument.MapHeaderFooter(office, footer);
if (header != null)
{
XLDocument.DeployHeader(header);
XLDocument.UpdateParameter("HeaderDeployed", "true");
}
this.Close();
}
private void InvoiceBtn_Click(object sender, RibbonControlEventArgs e)
{
XLForms.ClientForm clientForm = new XLForms.ClientForm();
clientForm.ShowDialog();
if (clientForm.selectedClient != null)
{
XLMain.Client client = clientForm.selectedClient;
XLMain.FPIClient fpiClient = XLMain.FPIClient.GetFPIClientInvoice(client);
List <XLMain.FPIClient> clientList = new List <XLMain.FPIClient>();
clientList.Add(fpiClient);
XLDocument.MergeFPIData(clientList.OrderBy(c => c.office).ToList());
}
}
private void IPSContactBtn_Click(object sender, EventArgs e)
{
try
{
IPSContForm myForm = new IPSContForm(client);
myForm.ShowDialog();
XLInsol.Contact selectContact = myForm.selectedContact;
if (selectContact != null)
{
if (docType == "Letter")
{
if (selectContact != null)
{
allAddresses = null;
addressesDDL.DataSource = null;
string add = selectContact.name;
add += Environment.NewLine + selectContact.addressBlock;
addTB.Text = add;
}
}
else if (docType == "Fax")
{
if (selectContact.fax != null)
{
FaxTB.Text = selectContact.fax;
}
}
SalDDL.DataSource = null;
AddresseeTB.Text = "";
SalutationTb.Text = "";
RevertBtn.Visible = true;
XLDocument.UpdateBookmark("Salutation", SalutationTb.Text);
XLDocument.UpdateBookmark("Addressee", AddresseeTB.Text);
XLDocument.UpdateBookmark("Addressee2", AddresseeTB.Text);
XLDocument.UpdateBookmark("Address", addTB.Text);
XLDocument.UpdateBookmark("Fax", FaxTB.Text);
}
else
{
MessageBox.Show("No address returned");
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to fetch insolvency contact");
XLtools.LogException("InsolContactBtn", ex.ToString());
}
}
private void UpdateDatebtn_Click(object sender, RibbonControlEventArgs e)
{
string date = XLDocument.ReadBookmark("Date");
//check to see if bookmark exists, if not just insert date.
if (String.IsNullOrEmpty(date))
{
XLDocument.InsertText(DateTime.Now.ToString("d MMMM yyyy"));
}
else
{
XLDocument.UpdateBookmark("Date", DateTime.Now.ToString("d MMMM yyyy"));
XLDocument.UpdateBookmark("Date2", DateTime.Now.ToString("d MMMM yyyy"));
}
}
private void UpdateBookmarks(string docType)
{
try
{
//Build reference
string ourRef = OurRef(client, sender, user);
if (docType == "Letter")
{
XLDocument.UpdateBookmark("Address", addTB.Text);
XLDocument.UpdateBookmark("Salutation", SalutationTb.Text);
XLDocument.UpdateBookmark("Subject", SubjectTB.Text);
XLDocument.UpdateBookmark("Date", DateTB.Value.Date.ToString("d MMMM yyyy"));
XLDocument.UpdateBookmark("Date2", DateTB.Value.Date.ToString("d MMMM yyyy"));
XLDocument.UpdateBookmark("Addressee", AddresseeTB.Text);
XLDocument.UpdateBookmark("Addressee2", AddresseeTB.Text);
DeploySignature(client, sender, AddresseeTB.Text);
XLDocument.UpdateBookmark("OurRef", ourRef, 0);
}
else if (docType == "Fax")
{
XLDocument.UpdateBookmark("Subject", SubjectTB.Text);
XLDocument.UpdateBookmark("Client", client.name);
XLDocument.UpdateBookmark("Date", DateTB.Value.Date.ToString("d MMMM yyyy"));
XLDocument.UpdateBookmark("Date2", DateTB.Value.Date.ToString("d MMMM yyyy"));
XLDocument.UpdateBookmark("Addressee", AddresseeTB.Text);
XLDocument.UpdateBookmark("Addressee2", AddresseeTB.Text);
DeploySignature(client, sender, AddresseeTB.Text);
XLDocument.UpdateBookmark("Sender2", sender.name);
XLDocument.UpdateBookmark("Fax", FaxTB.Text);
XLDocument.UpdateBookmark("OurRef", ourRef, 0);
}
else if (docType == "FileNote")
{
XLDocument.UpdateBookmark("Subject", SubjectTB.Text, 1);
XLDocument.UpdateBookmark("Date", DateTB.Value.Date.ToString("d MMMM yyyy"));
XLDocument.UpdateBookmark("Date2", DateTB.Value.Date.ToString("d MMMM yyyy"));
XLDocument.UpdateBookmark("Sender", sender.name, 1);
XLDocument.UpdateBookmark("ClientStr", XLDocument.ReadParameter("ClientStr"));
XLDocument.UpdateBookmark("OurRef", ourRef, 1);
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to update bookmarks");
XLtools.LogException("TaskPane-UpdateBookmarks", ex.ToString());
}
}
public static void AddStyles()
{
try
{
XLDocument.UpdateCurrentDoc();
string path = StandardLocation() + "Letter.dotx";
Document sTemplate = OpenDoc(path, true, false, false);
currentDoc.set_AttachedTemplate((object)sTemplate);
sTemplate.Close(SaveChanges: false);
currentDoc.UpdateStyles();
}
catch (Exception e)
{
MessageBox.Show("Unable to add styles" + e.ToString());
XLtools.LogException("AddStyles", e.ToString());
}
}
private void SenderDDL_SelectedIndexChanged(object sender, EventArgs e)
{
try
{
//Collect the changed record
XLMain.EntityCouplet tempSend = (XLMain.EntityCouplet)SenderDDL.SelectedItem;
//Convert the entity couplet to a full blown user now we know which one we want
if (tempSend.crmID != "")
{
XLMain.Staff send = XLMain.Staff.FetchStaff(tempSend.crmID);
DeploySignature(client, send, AddresseeTB.Text);
XLDocument.UpdateParameter("Sender", send.username);
//Build reference
string ourRef = OurRef(client, send, user);
XLDocument.UpdateBookmark("OurRef", ourRef, 0);
}
else
{
XLMain.Staff send = new XLMain.Staff();
send.crmID = "";
send.name = tempSend.name;
send.initials = "";
DeploySignature(client, send, AddresseeTB.Text);
XLDocument.UpdateParameter("Sender", "");
//Build reference
string ourRef = OurRef(client, send, user);
XLDocument.UpdateBookmark("OurRef", ourRef, 0);
//For Milsted Langdon remove for and on behalf
if (tempSend.name == "Milsted Langdon LLP")
{
if (FAOBCheck.Checked)
{
FAOBCheck.Checked = false;
}
}
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to change sender");
XLtools.LogException("TaskPane-SenderDDL", ex.ToString());
}
}
private void ClientAddressBtn_Click(object sender, RibbonControlEventArgs e)
{
try
{
ClientForm myForm = new ClientForm();
myForm.ShowDialog();
XLMain.Client client = myForm.selectedClient;
//Add the name and address at the cursor location
string str = "";
if (client.addresses.Count > 0)
{
if (client.salutations.Count > 0)
{
str += client.salutations[0].addressee + Environment.NewLine;
if (client.name != client.salutations[0].addressee)
{
str += client.name + Environment.NewLine;
}
}
else
{
str += client.name + Environment.NewLine;
}
str += client.addresses[0].addressBlock;
XLDocument.InsertText(str);
//Add any parameters we can for later indexing
string fileStore = XLVirtualCabinet.FileStore(client.office, client.department);
XLDocument.UpdateParameter("CRMid", client.crmID);
XLDocument.UpdateParameter("Cabinet", fileStore);
XLDocument.UpdateParameter("ClientStr", client.clientcode + " - " + client.name);
//insert the status text box;
//XLDocument.AddStatusBox();
//XLDocument.ChangeStatus("Draft");
}
else
{
MessageBox.Show(client.name + " does not have an address in the system.");
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to client address");
XLtools.LogException("ClientAddressBtn", ex.ToString());
}
}
