public Result <IList <CurrentClientProcess> > GetClientProcess(int clientId, int?plannerId)
{
var result = new Result <IList <CurrentClientProcess> >();
ClientProcessService processService = new ClientProcessService();
result.Value = processService.GetClientProcess(clientId, plannerId);
result.IsSuccess = true;
return(result);
}
public Result <IList <CurrentClientProcess> > GetAll()
{
var result = new Result <IList <CurrentClientProcess> >();
ClientProcessService processService = new ClientProcessService();
result.Value = processService.GetAll();
result.IsSuccess = true;
return(result);
}
public int Update(TaskCard taskCard)
{
try
{
DataBase.DBService.ExecuteCommand(SELECT_ALL);
DataBase.DBService.BeginTransaction();
DataBase.DBService.ExecuteCommandString(string.Format(UPDATE_TASK,
taskCard.TransactionType,
(int)taskCard.Type,
taskCard.CustomerId,
taskCard.Title,
taskCard.Description,
(int)taskCard.Priority,
(int)taskCard.TaskStatus,
taskCard.Owner,
taskCard.AssignTo,
taskCard.CompletedPercentage,
taskCard.UpdatedOn.ToString("yyyy-MM-dd hh:mm:ss"),
taskCard.UpdatedBy,
taskCard.DueDate.ToString("yyyy-MM-dd hh:mm:ss"),
taskCard.DueDate.ToString("yyyy-MM-dd hh:mm:ss"), taskCard.Id,
taskCard.OtherName), true);
if ((taskCard.ProjectId == 1 || taskCard.ProjectId == 2) && !taskCard.TransactionType.Equals("Others"))
{
updateTransactionType(taskCard, taskCard.Id);
}
DataBase.DBService.CommitTransaction();
if (taskCard.TaskStatus == Common.Model.TaskManagement.TaskStatus.Complete)
{
DataTable dataTable = DataBase.DBService.ExecuteCommand(string.Format(SELECT_CLIENTPROCESS_ID, taskCard.TaskId));
if (dataTable.Rows.Count > 0)
{
DataBase.DBService.ExecuteCommandString(string.Format(UPDATE_CLIENT_PROCESS_DETAILS, dataTable.Rows[0]["ClientProcessDetailId"].ToString()));
DataBase.DBService.ExecuteCommandString(string.Format(UPDATE_CLIENT_PROCESS, dataTable.Rows[0]["ClientProcessId"].ToString()));
//TODO: Get next process id and add process and task for that
DataTable dtNextProcess = DataBase.DBService.ExecuteCommand(string.Format(SELECT_NEXT_PROCESS_ID,
dataTable.Rows[0]["PrimaryStepId"].ToString(), dataTable.Rows[0]["LinkSubStepId"].ToString()));
if (dtNextProcess.Rows.Count > 0)
{
ClientProcessService clientProcessService = new ClientProcessService();
ClientProcess clientProcess = new ClientProcess();
clientProcess.ClientId = (int)taskCard.CustomerId;
clientProcess.PrimaryStepId = int.Parse(dtNextProcess.Rows[0]["PrimaryStepId"].ToString()); // dr.Field<int>("PrimaryStepId");
//clientProcess.LinkStepId = int.Parse(dtNextProcess.Rows[0]["LinkSubStepId"].ToString());
clientProcess.Status = "P";
clientProcess.IsProcespectClient = false;
if (dtNextProcess.Rows[0]["LinkSubStepId"] != DBNull.Value)
{
clientProcess.LinkStepId = int.Parse(dtNextProcess.Rows[0]["LinkSubStepId"].ToString());
}
int assignTo = (int)taskCard.AssignTo;
//DataTable dtPrimaryStep = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_STEP, clientProcess.PrimaryStepId));
//if (dtPrimaryStep.Rows.Count > 0)
//{
// int.TryParse(dtPrimaryStep.Rows[0]["UserId"].ToString(), out assignTo);
//}
//if (dtPrimaryStep.Rows.Count > 0)
//{
// int.TryParse(dtPrimaryStep.Rows[0]["UserId"].ToString(), out assignTo);
//}
clientProcessService.Add(clientProcess, assignTo);
}
}
}
//DataBase.DBService.ExecuteCommandString(string.Format(UPDATE_TASKID, taskCard.TaskId + "-" + id, id), true);
//Activity.ActivitiesService.Add(ActivityType.CreateTask, EntryStatus.Success,
// Source.Server, taskCard.UpdatedByUserName, taskCard.TaskId, taskCard.MachineName);
return(taskCard.Id);
}
catch (Exception ex)
{
DataBase.DBService.RollbackTransaction();
StackTrace st = new StackTrace();
StackFrame sf = st.GetFrame(0);
MethodBase currentMethodName = sf.GetMethod();
LogDebug(currentMethodName.Name, ex);
throw ex;
}
}
public void AddProspectClient(ProspectClient prospectClient)
{
try
{
DataBase.DBService.ExecuteCommand(string.Format(INSERT_PROSPECTCLIENT_QUERY,
prospectClient.Name, prospectClient.PhoneNo, prospectClient.Email,
prospectClient.Occupation, prospectClient.Event, prospectClient.EventDate.ToString("yyyy-MM-dd hh:mm:ss"),
prospectClient.ReferedBy, prospectClient.Remarks,
prospectClient.CreatedOn.ToString("yyyy-MM-dd hh:mm:ss"), prospectClient.CreatedBy,
prospectClient.UpdatedOn.ToString("yyyy-MM-dd hh:mm:ss"), prospectClient.UpdatedBy,
prospectClient.IsConvertedToClient, prospectClient.StopSendingEmail,
prospectClient.IntroductionCompleted,
prospectClient.IntroductionCompletedDate.ToString("yyyy-MM-dd hh:mm:ss"),
prospectClient.ClientAssignTo));
//DataTable dtPrimaryStep = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_STEP, 1));
DataTable dtStepNo = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_LINKSUBSTEP_ID, 1));
foreach (DataRow dr in dtStepNo.Rows)
{
int maxClientId = int.Parse(DataBase.DBService.ExecuteCommandScalar(SELECT_MAX_ID));
ClientProcessService clientProcessService = new ClientProcessService();
ClientProcess clientProcess = new ClientProcess();
clientProcess.ClientId = maxClientId;
clientProcess.PrimaryStepId = dr.Field <int>("PrimaryStepId");
clientProcess.LinkStepId = 0;
clientProcess.Status = "C";
clientProcess.IsProcespectClient = true;
if (dr["LinkSubStepId"] != DBNull.Value)
{
clientProcess.LinkStepId = dr.Field <int>("LinkSubStepId");
}
DataTable dtPrimaryStep = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_STEP, clientProcess.PrimaryStepId));
int assignTo = 0;
if (dtPrimaryStep.Rows.Count > 0)
{
int.TryParse(dtPrimaryStep.Rows[0]["UserId"].ToString(), out assignTo);
}
clientProcessService.Add(clientProcess, assignTo);
}
//DataTable dtPrimaryStep = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_STEP, 1));
//foreach (DataRow dr in dtPrimaryStep.Rows)
//{
// int maxId = int.Parse(DataBase.DBService.ExecuteCommandScalar(SELECT_MAX_ID));
// //Add entry into process step
// DataBase.DBService.ExecuteCommand(string.Format(INSERT_CLIENT_PROCESS,
// maxId, 1, 0, 'C', 1));
// int maxProcessId = int.Parse(DataBase.DBService.ExecuteCommandScalar(SELECT_MAX_CLIENTPROCESS_ID));
// DataBase.DBService.ExecuteCommand(string.Format(INSERT_CLIENT_PROCESS_DETAILS,
// maxProcessId,
// dr["UserId"].ToString(),
// DateTime.Now.ToString("yyyy-MM-dd"),
// DateTime.Now.ToString("yyyy-MM-dd"),
// DateTime.Now.ToString("yyyy-MM-dd")
// ));
//}
Activity.ActivitiesService.Add(ActivityType.CreateProspectClient, EntryStatus.Success,
Source.Client, prospectClient.UpdatedByUserName, prospectClient.Name, prospectClient.MachineName);
}
catch (Exception ex)
{
FinancialPlanner.Common.Logger.LogDebug(ex.Message);
throw ex;
}
}
public void UpdateProspectClient(ProspectClient prospectClient)
{
try
{
bool isConvertedToClien = false;
bool isIntroductionCompleted = false;
DataTable dtPropClient = DataBase.DBService.ExecuteCommand(string.Format(SELECT_BY_ID, prospectClient.ID));
foreach (DataRow dr in dtPropClient.Rows)
{
isConvertedToClien = bool.Parse(dr["IsConvertedToClient"].ToString());
isIntroductionCompleted = bool.Parse(dr["IntroductionCompleted"].ToString());
}
DataBase.DBService.ExecuteCommand(string.Format(UPDATE_PROSPECTCLIENT_QUERY,
prospectClient.Name, prospectClient.PhoneNo, prospectClient.Email,
prospectClient.Occupation, prospectClient.Event, prospectClient.EventDate.ToString("yyyy-MM-dd hh:mm:ss"),
prospectClient.ReferedBy,
prospectClient.UpdatedOn.ToString("yyyy-MM-dd hh:mm:ss"), prospectClient.UpdatedBy,
prospectClient.IsConvertedToClient, prospectClient.StopSendingEmail,
prospectClient.Remarks,
prospectClient.IntroductionCompleted,
prospectClient.IntroductionCompletedDate.ToString("yyyy-MM-dd hh:mm:ss"),
prospectClient.ClientAssignTo,
prospectClient.ClientId,
prospectClient.ID));
//Converted to client from prospect list.
if (!isConvertedToClien.Equals(prospectClient.IsConvertedToClient) && prospectClient.IsConvertedToClient)
{
// Add code for task to convert to client.
//DataTable dtPrimaryStep = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_LINKSUBSTEP_ID, 2));
DataTable dtStepNo = DataBase.DBService.ExecuteCommand(
string.Format(SELECT_PRIMARY_LINKSUBSTEP_ID, 2));
foreach (DataRow dr in dtStepNo.Rows)
{
//int maxId = int.Parse(DataBase.DBService.ExecuteCommandScalar(SELECT_MAX_ID));
//Add entry into process step
ClientProcessService clientProcessService = new ClientProcessService();
ClientProcess clientProcess = new ClientProcess();
clientProcess.ClientId = prospectClient.ClientId;
clientProcess.PrimaryStepId = dr.Field <int>("PrimaryStepId");
clientProcess.LinkStepId = 1;
clientProcess.Status = "P";
clientProcess.IsProcespectClient = false;
if (dr["LinkSubStepId"] != DBNull.Value)
{
clientProcess.LinkStepId = dr.Field <int>("LinkSubStepId");
}
int assignTo = 0;
DataTable dtPrimaryStep = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_STEP, clientProcess.PrimaryStepId));
if (dtPrimaryStep.Rows.Count > 0)
{
int.TryParse(dtPrimaryStep.Rows[0]["UserId"].ToString(), out assignTo);
}
if (dtPrimaryStep.Rows.Count > 0)
{
int.TryParse(dtPrimaryStep.Rows[0]["UserId"].ToString(), out assignTo);
}
clientProcessService.Add(clientProcess, prospectClient.ClientAssignTo);
//DataBase.DBService.ExecuteCommand(string.Format(INSERT_CLIENT_PROCESS,
// prospectClient.ID, 2, 1, 'C', 1));
//int maxProcessId = int.Parse(DataBase.DBService.ExecuteCommandScalar(SELECT_MAX_CLIENTPROCESS_ID));
//DataBase.DBService.ExecuteCommand(string.Format(INSERT_CLIENT_PROCESS_DETAILS,
// maxProcessId,
// dr["UserId"].ToString(),
// DateTime.Now.ToString("yyyy-MM-dd"),
// DateTime.Now.ToString("yyyy-MM-dd"),
// DateTime.Now.ToString("yyyy-MM-dd")
// ));
}
}
if (!isIntroductionCompleted.Equals(prospectClient.IntroductionCompleted) && prospectClient.IntroductionCompleted)
{
// Add code for tas to introduction completed.
}
Activity.ActivitiesService.Add(ActivityType.UpdateProspectClient, EntryStatus.Success,
Source.Client, prospectClient.UpdatedByUserName, prospectClient.Name, prospectClient.MachineName);
}
catch (Exception ex)
{
FinancialPlanner.Common.Logger.LogDebug(ex.Message);
throw ex;
}
}
