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; } }