private void AddAttachments(RenewalLetter template)
{
var attachmentFragments = new List <DocumentFragment>();
if (template.IsSatutorySelected)
{
attachmentFragments.Add(_availableAttachments[Constants.FragmentKeys.StatutoryNotices]);
}
if (template.IsPrivacySelected)
{
attachmentFragments.Add(_availableAttachments[Constants.FragmentKeys.PrivacyStatement]);
}
if (template.IsFSGSelected)
{
attachmentFragments.Add(_availableAttachments[Constants.FragmentKeys.FinancialServicesGuide]);
}
if (template.IsAdviceWarningSelected)
{
attachmentFragments.Add(_availableAttachments[Constants.FragmentKeys.GeneralAdviceWarning]);
}
if (template.IsRisksSelected)
{
attachmentFragments.Add(_availableAttachments[Constants.FragmentKeys.UninsuredRisksReviewList]);
}
_presenter.InsertSubFragments(Constants.WordBookmarks.RenewalLetterSub, Constants.WordBookmarks.RenewalLetterMain, attachmentFragments, Settings.Default.BlankFragmentBase);
}
private void AddAttachments(RenewalLetter template)
{
var attachmentFragments = new List <DocumentFragment>();
//if (chkWarning.Checked)
if (template.IsWarningSelected)
{
attachmentFragments.Add(_availableAttachments[Constants.FragmentKeys.GeneralAdviceWarning]);
}
//if (chkRisks.Checked)
if (template.IsRisksSelected)
{
attachmentFragments.Add(_availableAttachments[Constants.FragmentKeys.UninsuredRisksReviewList]);
}
//if (chkPrivacy.Checked)
if (template.IsPrivacySelected)
{
attachmentFragments.Add(_availableAttachments[Constants.FragmentKeys.PrivacyStatement]);
}
//if (chkSatutory.Checked)
if (template.IsSatutorySelected)
{
attachmentFragments.Add(_availableAttachments[Constants.FragmentKeys.StatutoryNotices]);
}
//if (chkFSG.Checked)
if (template.IsFSGSelected)
{
attachmentFragments.Add(_availableAttachments[Constants.FragmentKeys.FinancialServicesGuide]);
}
_presenter.InsertSubFragments(Constants.WordBookmarks.RenewalLetterSub, Constants.WordBookmarks.RenewalLetterMain, attachmentFragments);
}
private void AddAttachments(RenewalLetter template)
{
var attachmentFragments = new List <DocumentFragment>();
if (template.IsSatutorySelected)
{
attachmentFragments.Add(_availableAttachments[Constants.FragmentKeys.StatutoryNotices]);
}
if (template.IsPrivacySelected)
{
attachmentFragments.Add(_availableAttachments[Constants.FragmentKeys.PrivacyStatement]);
}
if (template.IsFsgSelected)
{
attachmentFragments.Add(_availableAttachments[Constants.FragmentKeys.FinancialServicesGuideLetter]);
}
if (template.IsAdviceWarningSelected)
{
attachmentFragments.Add(_availableAttachments[Constants.FragmentKeys.GeneralAdviceWarning]);
}
if (template.IsRisksSelected)
{
attachmentFragments.Add(_availableAttachments[Constants.FragmentKeys.UninsuredRisksReviewList]);
}
if (attachmentFragments.Count > 0)
{
Task.Factory.StartNew(() => Thread.Sleep(2000)).Wait();
_wizardPresenter.InsertSubFragments(Constants.WordBookmarks.RenewalLetterSub, Constants.WordBookmarks.RenewalLetterMain, attachmentFragments, Settings.Default.BlankFSGFragement);
}
}
public IHttpActionResult Edit(RenewalLetter entity)
{
return(Ok(new ProjectEditResult
{
TaskUrl = entity.Edit()
}));
}
public void InsertMainFragment(string bookmark, string fragUrl, RenewalLetter template)
{
if (Document.MoveCursorToStartOfBookmark(bookmark))
{
Document.InsertFile(fragUrl);
}
Document.UpdateOrCreatePropertyValue(Constants.WordDocumentProperties.RlChkContacted, template.IsContactSelected.ToString());
Document.UpdateOrCreatePropertyValue(Constants.WordDocumentProperties.RlChkNewClient, template.IsNewClientSelected.ToString());
Document.UpdateOrCreatePropertyValue(Constants.WordDocumentProperties.RlChkFunding, template.IsFundingSelected.ToString());
Document.UpdateOrCreatePropertyValue(Constants.WordDocumentProperties.RlChkGaw, template.IsGawSelected.ToString());
}
private void PopulateAddress(RenewalLetter letter)
{
if (!String.IsNullOrEmpty(txtBranchAddress1.Text))
{
letter.OAMPSBranchAddress = txtBranchAddress1.Text;
letter.OAMPSBranchAddressLine2 = txtBranchAddress2.Text;
}
if (!String.IsNullOrEmpty(txtPostal1.Text))
{
letter.OAMPSPostalAddress = txtPostal1.Text;
letter.OAMPSPostalAddressLine2 = txtPostal2.Text;
}
}
public IHttpActionResult InitPage(string projectId, string id = null)
{
var letter = RenewalLetter.Get(projectId, id);
var project = ProjectInfo.Get(projectId, FlowCode.Renewal_Letter);
var isActor = ProjectUsers.IsRole(projectId, ClientCookie.UserCode, ProjectUserRoleCode.AssetActor);
letter.IsProjectFreezed = letter.CheckIfFreezeProject(projectId);
var nextRefTableId = new Guid(FlowInfo.GetRefTableId("RenewalConsInfo", projectId));
var nextFlowStarted = ProjectInfo.IsFlowStarted(projectId, FlowCode.Renewal_ConsInfo);
var haveTask = TaskWork.Any(t => t.RefID == projectId && t.TypeCode == FlowCode.Renewal_Letter && t.Status == TaskWorkStatus.UnFinish && t.ReceiverAccount == ClientCookie.UserCode);
var projectComment = ProjectComment.GetSavedComment(letter.Id, "RenewalLetter", ClientCookie.UserCode);
var isStarted = ProjectInfo.IsFlowStarted(projectId, FlowCode.Renewal_Letter);
var isFinished = ProjectInfo.IsFlowFinished(projectId, FlowCode.Renewal_Letter);
return(Ok(new
{
Info = RenewalInfo.FirstOrDefault(info => info.ProjectId == letter.ProjectId),
Letter = letter,
ProjectComment = projectComment != null ? projectComment.Content : "",
Editable = ProjectInfo.IsFlowEditable(projectId, FlowCode.Renewal_Letter),
Recallable = ProjectInfo.IsFlowRecallable(projectId, FlowCode.Renewal_Letter),
Savable = ProjectInfo.IsFlowSavable(projectId, FlowCode.Renewal_Letter) && string.IsNullOrEmpty(id)
}));
}
protected static BaseWFEntity GetEmptyWorkflowEntity(string flowCode)
{
BaseWFEntity wfEntity = null;
switch (flowCode)
{
case FlowCode.MajorLease:
wfEntity = new MajorLeaseInfo();
wfEntity.IsMainProject = true;
break;
case FlowCode.MajorLease_LegalReview:
wfEntity = new MajorLeaseLegalReview();
break;
case FlowCode.MajorLease_FinanceAnalysis:
wfEntity = new MajorLeaseFinancAnalysis();
break;
case FlowCode.MajorLease_ConsInfo:
wfEntity = new MajorLeaseConsInfo();
break;
case FlowCode.MajorLease_Package:
wfEntity = new MajorLeaseChangePackage();
break;
case FlowCode.MajorLease_ConsInvtChecking:
wfEntity = new MajorLeaseConsInvtChecking();
break;
case FlowCode.MajorLease_GBMemo:
wfEntity = new MajorLeaseGBMemo();
break;
case FlowCode.Closure:
wfEntity = new ClosureInfo();
wfEntity.IsMainProject = true;
break;
case FlowCode.Closure_ClosurePackage:
wfEntity = new ClosurePackage();
break;
case FlowCode.Closure_ClosureTool:
wfEntity = new ClosureTool();
break;
case FlowCode.Closure_ConsInvtChecking:
wfEntity = new ClosureConsInvtChecking();
break;
case FlowCode.Closure_LegalReview:
wfEntity = new ClosureLegalReview();
break;
case FlowCode.Closure_WOCheckList:
wfEntity = new ClosureWOCheckList();
break;
case FlowCode.Closure_ExecutiveSummary:
wfEntity = new ClosureExecutiveSummary();
break;
case FlowCode.TempClosure:
wfEntity = new TempClosureInfo();
wfEntity.IsMainProject = true;
break;
case FlowCode.TempClosure_LegalReview:
wfEntity = new TempClosureLegalReview();
break;
case FlowCode.TempClosure_ClosurePackage:
wfEntity = new TempClosurePackage();
break;
case FlowCode.Rebuild:
wfEntity = new RebuildInfo();
wfEntity.IsMainProject = true;
break;
case FlowCode.Rebuild_LegalReview:
wfEntity = new RebuildLegalReview();
break;
case FlowCode.Rebuild_FinanceAnalysis:
wfEntity = new RebuildFinancAnalysis();
break;
case FlowCode.Rebuild_ConsInfo:
wfEntity = new RebuildConsInfo();
break;
case FlowCode.Rebuild_Package:
wfEntity = new RebuildPackage();
break;
case FlowCode.Rebuild_ConsInvtChecking:
wfEntity = new RebuildConsInvtChecking();
break;
case FlowCode.Rebuild_GBMemo:
wfEntity = new GBMemo();
break;
case FlowCode.Renewal:
wfEntity = new RenewalInfo();
wfEntity.IsMainProject = true;
break;
case FlowCode.Renewal_Letter:
wfEntity = new RenewalLetter();
break;
case FlowCode.Renewal_LLNegotiation:
wfEntity = new RenewalLLNegotiation();
break;
case FlowCode.Renewal_ConsInfo:
wfEntity = new RenewalConsInfo();
break;
case FlowCode.Renewal_Tool:
wfEntity = new RenewalTool();
break;
case FlowCode.Renewal_Analysis:
wfEntity = new RenewalAnalysis();
break;
case FlowCode.Renewal_ClearanceReport:
wfEntity = new RenewalClearanceReport();
break;
case FlowCode.Renewal_ConfirmLetter:
wfEntity = new RenewalConfirmLetter();
break;
case FlowCode.Renewal_LegalApproval:
wfEntity = new RenewalLegalApproval();
break;
case FlowCode.Renewal_Package:
wfEntity = new RenewalPackage();
break;
case FlowCode.Renewal_GBMemo:
wfEntity = new RenewalGBMemo();
break;
case FlowCode.Reimage:
wfEntity = new ReimageInfo();
wfEntity.IsMainProject = true;
break;
case FlowCode.Reimage_ConsInfo:
wfEntity = new ReimageConsInfo();
break;
case FlowCode.Reimage_Summary:
wfEntity = new ReimageSummary();
break;
case FlowCode.Reimage_Package:
wfEntity = new ReimagePackage();
break;
case FlowCode.Reimage_ConsInvtChecking:
wfEntity = new ReimageConsInvtChecking();
break;
case FlowCode.Reimage_GBMemo:
wfEntity = new ReimageGBMemo();
break;
}
return(wfEntity);
}
private void AddMainFragment(RenewalLetter template)
{
if (!chkContacted.Checked && !chkNewInsurer.Checked && !chkGAW.Checked && !chkFunding.Checked)
{
_presenter.InsertMainFragment(Constants.WordBookmarks.RenewalLetterMain, Settings.Default.FragmentRLNoContact_ExistingInsr_NoGAW_NoFunding, template);
}
else if (chkContacted.Checked && !chkNewInsurer.Checked && !chkGAW.Checked && !chkFunding.Checked)
{
_presenter.InsertMainFragment(Constants.WordBookmarks.RenewalLetterMain, Settings.Default.FragmentRLYesContact_ExistingInsr_NoGAW_NoFunding, template);
}
else if (!chkContacted.Checked && !chkNewInsurer.Checked && chkGAW.Checked && !chkFunding.Checked)
{
_presenter.InsertMainFragment(Constants.WordBookmarks.RenewalLetterMain, Settings.Default.FragmentRLNoContact_ExistingInsr_YesGAW_NoFunding, template);
}
else if (chkContacted.Checked && !chkNewInsurer.Checked && chkGAW.Checked && !chkFunding.Checked)
{
_presenter.InsertMainFragment(Constants.WordBookmarks.RenewalLetterMain, Settings.Default.FragmentRLYesContact_ExistingInsr_YesGAW_NoFunding, template);
}
else if (!chkContacted.Checked && !chkNewInsurer.Checked && chkGAW.Checked && chkFunding.Checked)
{
_presenter.InsertMainFragment(Constants.WordBookmarks.RenewalLetterMain, Settings.Default.FragmentRLNoContact_ExistingInsr_YesGAW_YesFunding, template);
}
else if (chkContacted.Checked && !chkNewInsurer.Checked && chkGAW.Checked && chkFunding.Checked)
{
_presenter.InsertMainFragment(Constants.WordBookmarks.RenewalLetterMain, Settings.Default.FragmentRLYesContact_ExistingInsr_YesGAW_YesFunding, template);
}
else if (chkContacted.Checked && !chkNewInsurer.Checked && !chkGAW.Checked && chkFunding.Checked)
{
_presenter.InsertMainFragment(Constants.WordBookmarks.RenewalLetterMain, Settings.Default.FragmentRLYesContact_ExistingInsr_NoGAW_YesFunding, template);
}
else if (!chkContacted.Checked && chkNewInsurer.Checked && !chkGAW.Checked && !chkFunding.Checked)
{
_presenter.InsertMainFragment(Constants.WordBookmarks.RenewalLetterMain, Settings.Default.FragmentRLNoContact_NewInsr_NoGAW_NoFunding, template);
}
else if (chkContacted.Checked && chkNewInsurer.Checked && !chkGAW.Checked && !chkFunding.Checked)
{
_presenter.InsertMainFragment(Constants.WordBookmarks.RenewalLetterMain, Settings.Default.FragmentRLYesContact_NewInsr_NoGAW_NoFunding, template);
}
else if (!chkContacted.Checked && chkNewInsurer.Checked && chkGAW.Checked && !chkFunding.Checked)
{
_presenter.InsertMainFragment(Constants.WordBookmarks.RenewalLetterMain, Settings.Default.FragmentRLNoContact_NewInsr_YesGAW_NoFunding, template);
}
else if (chkContacted.Checked && chkNewInsurer.Checked && chkGAW.Checked && !chkFunding.Checked)
{
_presenter.InsertMainFragment(Constants.WordBookmarks.RenewalLetterMain, Settings.Default.FragmentRLYesContact_NewInsr_YesGAW_NoFunding, template);
}
else if (!chkContacted.Checked && chkNewInsurer.Checked && chkGAW.Checked && chkFunding.Checked)
{
_presenter.InsertMainFragment(Constants.WordBookmarks.RenewalLetterMain, Settings.Default.FragmentRLNoContact_NewInsr_YesGAW_YesFunding, template);
}
else if (chkContacted.Checked && chkNewInsurer.Checked && chkGAW.Checked && chkFunding.Checked)
{
_presenter.InsertMainFragment(Constants.WordBookmarks.RenewalLetterMain, Settings.Default.FragmentRLYesContact_NewInsr_YesGAW_YesFunding, template);
}
else if (!chkContacted.Checked && chkNewInsurer.Checked && !chkGAW.Checked && chkFunding.Checked)
{
_presenter.InsertMainFragment(Constants.WordBookmarks.RenewalLetterMain, Settings.Default.FragmentRLNoContact_NewInsr_NoGAW_YesFunding, template);
}
else if (chkContacted.Checked && chkNewInsurer.Checked && !chkGAW.Checked && chkFunding.Checked)
{
_presenter.InsertMainFragment(Constants.WordBookmarks.RenewalLetterMain, Settings.Default.FragmentRLYesContact_NewInsr_NoGAW_YesFunding, template);
}
else if (!chkContacted.Checked && !chkNewInsurer.Checked && !chkGAW.Checked && chkFunding.Checked)
{
_presenter.InsertMainFragment(Constants.WordBookmarks.RenewalLetterMain, Settings.Default.FragmentRLNoContact_ExistingInsr_NoGAW_YesFunding, template);
}
}
private void Next_Click(object sender, EventArgs e)
{
if (String.Equals(btnNext.Text, "&Finish", StringComparison.CurrentCultureIgnoreCase))
{
if (Validation.HasValidationErrors(this.Controls))
{
MessageBox.Show(@"Please ensure all required fields are populated", @"Required fields are missing",
MessageBoxButtons.OK, MessageBoxIcon.Exclamation);
return;
}
var letter = new RenewalLetter
{
Addressee = txtAddressee.Text,
Salutation = txtSalutation.Text,
ClientAddress = txtClientAddress.Text,
ClientAddressLine2 = txtClientAddress2.Text,
ClientName = txtClientName.Text,
DatePolicyExpiry = datePolicy.Text,
DatePrepared = dateReport.Text,
ExecutiveName = txtExecutiveName.Text,
ExecutiveEmail = txtExecutiveEmail.Text,
ExecutiveMobile = txtExecutiveMobile.Text,
ExecutivePhone = txtExecutivePhone.Text,
ExecutiveTitle = txtExecutiveTitle.Text,
ExecutiveDepartment = txtExecutiveDepartment.Text,
PaymentDate = datePayment.Text,
OAMPSBranchPhone = txtBranchPhone.Text,
Reference = txtReference.Text,
Fax = txtFax.Text,
PolicyType = _selectedPolicy,
IsContactSelected = chkContacted.Checked,
IsFundingSelected = chkFunding.Checked,
IsNewClientSelected = chkNewInsurer.Checked,
IsFSGSelected = chkFSG.Checked,
IsPrivacySelected = chkPrivacy.Checked,
IsRisksSelected = chkRisks.Checked,
IsSatutorySelected = chkSatutory.Checked,
IsWarningSelected = chkWarning.Checked,
OAMPSBranchAddress = txtBranchAddress1.Text,
OAMPSBranchAddressLine2 = txtBranchAddress2.Text,
PDSDescVersion = txtPDSVersion.Text
};
TabPage logoTab = tbcWizardScreens.TabPages[BusinessLogic.Helpers.Constants.ControlNames.TabPageLogosName];
var baseTemplate = (BaseTemplate)letter;
PopulateLogosToTemplate(logoTab, ref baseTemplate);
if (_generateNewTemplate)
{
Cache.Add(Constants.CacheNames.RegenerateTemplate, letter, new CacheItemPolicy());
_presenter.GenerateNewTemplate(Constants.CacheNames.RegenerateTemplate, Settings.Default.TemplateInsuranceRenewalLetter);
}
else
{
_presenter.PopulatePolicy(letter.PolicyType);
PopulateAddress(letter);
if (!Reload)
{
AddMainFragment(letter);
}
//call presenter to populate
PopulateDocument(letter);
//thie information panel loads when a document is in sharePoint that has metadata
//clients don't wish to see this so force the close of the panel once the wizard completes.
//Presenter.CloseInformationPanel();
if (!Reload)
{
AddAttachments(letter);
}
if (isPrePrintedStationary)
{
_presenter.DeleteDocumentHeaderAndFooter();
}
}
Close();
}
else
{
SwitchTab(tbcWizardScreens.SelectedIndex + 1);
}
}
private void ReloadFields()
{
WizardBeingUpdated = true;
var template = new RenewalLetter();
try
{
string policyReference = null;
if (Cache.Contains(Constants.CacheNames.RegenerateTemplate))
{
MessageBox.Show(BusinessLogic.Helpers.Constants.Miscellaneous.RegenerateOnLoadMsg, String.Empty,
MessageBoxButtons.OK, MessageBoxIcon.Information);
template = (RenewalLetter)Cache.Get(Constants.CacheNames.RegenerateTemplate);
Cache.Remove(Constants.CacheNames.RegenerateTemplate);
if (template.PolicyType != null)
{
policyReference = template.PolicyType.Title;
}
chkWarning.Checked = template.IsWarningSelected;
chkFSG.Checked = template.IsFSGSelected;
chkPrivacy.Checked = template.IsPrivacySelected;
chkRisks.Checked = template.IsRisksSelected;
chkSatutory.Checked = template.IsSatutorySelected;
chkContacted.Checked = template.IsContactSelected;
chkNewInsurer.Checked = template.IsNewClientSelected;
chkFunding.Checked = template.IsFundingSelected;
Reload = false; //behaviour like a new from this point
}
else
{
template = (RenewalLetter)_presenter.LoadData(template);
policyReference = _presenter.ReadPolicyReference();
UpdateMainFragmentCheckBox(Constants.WordDocumentProperties.RlChkContacted, chkContacted);
UpdateMainFragmentCheckBox(Constants.WordDocumentProperties.RlChkFunding, chkFunding);
UpdateMainFragmentCheckBox(Constants.WordDocumentProperties.RlChkNewClient, chkNewInsurer);
var fgKeys = _presenter.ReadDocumentProperty(Constants.WordDocumentProperties.RlSubFragments);
if (fgKeys != null)
{
var keys = fgKeys.Split(';');
foreach (string key in keys)
{
if (key.Equals(Constants.FragmentKeys.FinancialServicesGuide, StringComparison.InvariantCultureIgnoreCase))
{
chkFSG.Checked = true;
}
else if (key.Equals(Constants.FragmentKeys.GeneralAdviceWarning, StringComparison.InvariantCultureIgnoreCase))
{
chkWarning.Checked = true;
}
else if (key.Equals(Constants.FragmentKeys.PrivacyStatement, StringComparison.InvariantCultureIgnoreCase))
{
chkPrivacy.Checked = true;
}
else if (key.Equals(Constants.FragmentKeys.StatutoryNotices, StringComparison.InvariantCultureIgnoreCase))
{
chkSatutory.Checked = true;
}
else if (key.Equals(Constants.FragmentKeys.UninsuredRisksReviewList, StringComparison.InvariantCultureIgnoreCase))
{
chkRisks.Checked = true;
}
}
}
}
txtAddressee.Text = template.Addressee;
txtSalutation.Text = template.Salutation;
txtClientAddress.Text = template.ClientAddress;
txtClientAddress2.Text = template.ClientAddressLine2;
txtClientName.Text = template.ClientName;
txtPDSVersion.Text = template.PDSDescVersion;
txtExecutiveName.Text = template.ExecutiveName;
txtExecutiveEmail.Text = template.ExecutiveEmail;
txtExecutiveMobile.Text = template.ExecutiveMobile;
txtExecutivePhone.Text = template.ExecutivePhone;
txtExecutiveTitle.Text = template.ExecutiveTitle;
txtExecutiveDepartment.Text = template.ExecutiveDepartment;
txtBranchAddress1.Text = template.OAMPSBranchAddress;
txtBranchAddress2.Text = template.OAMPSBranchAddressLine2;
txtPostal1.Text = template.OAMPSPostalAddress;
txtPostal2.Text = template.OAMPSPostalAddressLine2;
txtBranchPhone.Text = template.OAMPSBranchPhone;
lblLogoTitle.Text = template.LogoTitle;
lblCoverPageTitle.Text = template.CoverPageTitle;
txtReference.Text = template.Reference;
txtFax.Text = template.Fax;
datePayment.Text = template.PaymentDate;
datePolicy.Text = template.DatePolicyExpiry;
dateReport.Text = template.DatePrepared;
foreach (var no in tvaPolicies.AllNodes)
{
foreach (var cno in no.Children)
{
if (String.Equals(cno.Tag.ToString(), policyReference, StringComparison.OrdinalIgnoreCase))
{
no.Expand();
var path = tvaPolicies.GetPath(cno);
var node = ((AdvancedTreeNode)path.LastNode);
node.CheckState = CheckState.Checked;
node.Checked = true;
_selectedPolicy = MinorItems.FirstOrDefault(i => i.Title == node.Text);
}
}
}
}
catch (Exception)
{
}
WizardBeingUpdated = false;
}
private void Next_Click(object sender, EventArgs e)
{
try
{
Cursor = Cursors.WaitCursor;
// BasePresenter.SwitchScreenUpdating(false);
if (String.Equals(btnNext.Text, "&Finish", StringComparison.CurrentCultureIgnoreCase))
{
_selectedPolicies = GetSelectedPolicies();
if (Validation.HasValidationErrors(Controls))
{
MessageBox.Show(@"Please ensure all required fields are populated", @"Required fields are missing", MessageBoxButtons.OK, MessageBoxIcon.Exclamation);
return;
}
_wizardPresenter.CloseInformationPanel(true); //has to be here to close as the presenter opens new word documents taht become active.
var letter = new RenewalLetter
{
Addressee = txtAddressee.Text,
Salutation = txtSalutation.Text,
ClientAddress = txtClientAddress.Text,
ClientAddressLine2 = txtClientAddress2.Text,
ClientAddressLine3 = txtClientAddress3.Text,
ClientName = txtClientName.Text,
DatePolicyExpiry = datePolicy.Value.ToShortDateString(),
DatePrepared = dateReport.Value.ToShortDateString(),
ExecutiveName = txtExecutiveName.Text,
ExecutiveEmail = txtExecutiveEmail.Text,
ExecutiveMobile = txtExecutiveMobile.Text,
ExecutivePhone = txtExecutivePhone.Text,
ExecutiveTitle = txtExecutiveTitle.Text,
ExecutiveDepartment = txtExecutiveDepartment.Text,
PaymentDate = datePayment.Value.ToShortDateString(),
OAMPSBranchPhone = txtBranchPhone.Text,
Reference = txtReference.Text,
Fax = txtFax.Text,
Policies = _selectedPolicies,
IsContactSelected = chkContacted.Checked,
IsFundingSelected = chkFunding.Checked,
IsNewClientSelected = chkNewInsurer.Checked,
IsFsgSelected = chkFSG.Checked,
IsPrivacySelected = chkPrivacy.Checked,
IsRisksSelected = chkRisks.Checked,
IsSatutorySelected = chkSatutory.Checked,
IsAdviceWarningSelected = chkWarning.Checked,
IsGawSelected = chkGAW.Checked,
OAMPSBranchAddress = txtBranchAddress1.Text,
OAMPSBranchAddressLine2 = txtBranchAddress2.Text,
PdsDescVersion = txtPDSVersion.Text,
OAMPSPostalAddress = txtPostal1.Text,
OAMPSPostalAddressLine2 = txtPostal2.Text,
IsPrePrintSelected = chkPrePrint.Checked
};
_wizardPresenter.CreateOrUpdateDocumentProperty(Constants.WordDocumentProperties.RlRdoPreprint, chkPrePrint.Checked.ToString());
TabPage logoTab = tbcWizardScreens.TabPages[Constants.ControlNames.TabPageLogosName];
var baseTemplate = (BaseTemplate)letter;
PopulateLogosToTemplate(logoTab, ref baseTemplate);
if (GenerateNewTemplate)
{
Cache.Add(Constants.CacheNames.RegenerateTemplate, letter, new CacheItemPolicy());
_wizardPresenter.GenerateNewTemplate(Constants.CacheNames.RegenerateTemplate, Settings.Default.TemplateInsuranceRenewalLetter);
}
else
{
if (!Reload)
{
_wizardPresenter.PopulatePolicy(letter.Policies, letter.DatePolicyExpiry, chkNewInsurer.Checked);
}
PopulateAddress(letter);
if (!Reload)
{
AddMainFragment(letter);
}
//call presenter to populate
PopulateDocument(letter, lblCoverPageTitle.Text, lblLogoTitle.Text);
//thie information panel loads when a document is in sharePoint that has metadata
//clients don't wish to see this so force the close of the panel once the wizard completes.
//Presenter.CloseInformationPanel();
if (!Reload)
{
AddAttachments(letter);
}
if (chkPrePrint.Checked)
{
_wizardPresenter.DeleteDocumentHeaderAndFooter();
}
//tracking
LogUsage(letter,
LoadType == Enums.FormLoadType.RegenerateTemplate
? Enums.UsageTrackingType.RegenerateDocument
: Enums.UsageTrackingType.NewDocument);
}
//_presenter.CloseInformationPanel(true);
Close();
//foreach (Microsoft.Office.Interop.Word.Document doc in Globals.ThisAddIn.Application.Documents)
//{
// doc.Application.DisplayDocumentInformationPanel = false;
//}
}
else
{
SwitchTab(tbcWizardScreens.SelectedIndex + 1);
}
}
catch (AggregateException aggregateException)
{
OnError(aggregateException);
}
catch (Exception ex)
{
OnError(ex);
}
finally
{
Cursor = Cursors.Default;
// BasePresenter.SwitchScreenUpdating(true);
}
}
private void ReloadFields()
{
bool auto = false;
WizardBeingUpdated = true;
var template = new RenewalLetter();
List <IPolicyClass> policiesReference = null;
_selectedPolicies = new List <IPolicyClass>();
if (Cache.Contains(Constants.CacheNames.RegenerateTemplate))
{
template = (RenewalLetter)Cache.Get(Constants.CacheNames.RegenerateTemplate);
Cache.Remove(Constants.CacheNames.RegenerateTemplate);
if (template.Policies != null)
{
policiesReference = template.Policies;
}
chkWarning.Checked = template.IsAdviceWarningSelected;
chkFSG.Checked = template.IsFsgSelected;
chkPrivacy.Checked = template.IsPrivacySelected;
chkRisks.Checked = template.IsRisksSelected;
chkSatutory.Checked = template.IsSatutorySelected;
chkGAW.Checked = template.IsGawSelected;
chkContacted.Checked = template.IsContactSelected;
chkNewInsurer.Checked = template.IsNewClientSelected;
chkFunding.Checked = template.IsFundingSelected;
if (template.IsPrePrintSelected)
{
chkPrePrint.Checked = template.IsPrePrintSelected;
}
Reload = false; //behaviour like a new from this point
auto = true;
}
else
{
template = (RenewalLetter)_wizardPresenter.LoadData(template);
policiesReference = _wizardPresenter.ReadPoliciesInDocument();
UpdateMainFragmentCheckBox(Constants.WordDocumentProperties.RlChkContacted, chkContacted);
UpdateMainFragmentCheckBox(Constants.WordDocumentProperties.RlChkFunding, chkFunding);
UpdateMainFragmentCheckBox(Constants.WordDocumentProperties.RlChkNewClient, chkNewInsurer);
UpdateMainFragmentCheckBox(Constants.WordDocumentProperties.RlChkGaw, chkGAW);
//var value = _presenter.ReadDocumentProperty(Constants.WordDocumentProperties.RlRdoPreprint);
//bool isSelected;
//if (Boolean.TryParse(value, out isSelected))
//{
// rdoPrePrintYes.Checked = isSelected;
//}
UpdatePrePrintedCheckBoxChecked();
string fgKeys = _wizardPresenter.ReadDocumentProperty(Constants.WordDocumentProperties.RlSubFragments);
if (fgKeys != null)
{
string[] keys = fgKeys.Split(';');
foreach (string key in keys)
{
if (key.Equals(Constants.FragmentKeys.FinancialServicesGuideLetter, StringComparison.InvariantCultureIgnoreCase))
{
chkFSG.Checked = true;
}
else if (key.Equals(Constants.FragmentKeys.GeneralAdviceWarning, StringComparison.InvariantCultureIgnoreCase))
{
chkWarning.Checked = true;
}
else if (key.Equals(Constants.FragmentKeys.PrivacyStatement, StringComparison.InvariantCultureIgnoreCase))
{
chkPrivacy.Checked = true;
}
else if (key.Equals(Constants.FragmentKeys.StatutoryNotices, StringComparison.InvariantCultureIgnoreCase))
{
chkSatutory.Checked = true;
}
else if (key.Equals(Constants.FragmentKeys.UninsuredRisksReviewList, StringComparison.InvariantCultureIgnoreCase))
{
chkRisks.Checked = true;
}
}
}
}
var processedTitles = new List <string>();
foreach (TreeNodeAdv no in tvaPolicies.AllNodes)
{
foreach (TreeNodeAdv cno in no.Children)
{
if (policiesReference != null && policiesReference.Count > 0)
{
IPolicyClass p = policiesReference.Find(i => i.Title.Replace("\r\a", string.Empty).Equals(cno.Tag.ToString().Replace("\r\a", string.Empty), StringComparison.OrdinalIgnoreCase));
if (p != null)
{
if (!processedTitles.Contains(cno.Tag.ToString()))
{
if (String.Equals(cno.Tag.ToString(), p.Title.Replace("\r\a", string.Empty), StringComparison.OrdinalIgnoreCase))
{
processedTitles.Add(cno.Tag.ToString());
no.Expand();
TreePath path = tvaPolicies.GetPath(cno);
var node = ((AdvancedTreeNode)path.LastNode);
node.CheckState = CheckState.Checked;
node.Checked = true;
if ((_selectedPolicies.Find(j => j.Title == node.Text) == null))
{
_selectedPolicies.Add(MinorItems.FirstOrDefault(i => i.Title == node.Text));
}
}
}
}
}
}
}
txtAddressee.Text = template.Addressee;
txtSalutation.Text = template.Salutation;
txtClientAddress.Text = template.ClientAddress;
txtClientAddress2.Text = template.ClientAddressLine2;
txtClientAddress3.Text = template.ClientAddressLine3;
txtClientName.Text = template.ClientName;
txtPDSVersion.Text = template.PdsDescVersion;
txtExecutiveName.Text = template.ExecutiveName;
txtExecutiveEmail.Text = template.ExecutiveEmail;
txtExecutiveMobile.Text = template.ExecutiveMobile;
txtExecutivePhone.Text = template.ExecutivePhone;
txtExecutiveTitle.Text = template.ExecutiveTitle;
txtExecutiveDepartment.Text = template.ExecutiveDepartment;
txtBranchAddress1.Text = template.OAMPSBranchAddress;
txtBranchAddress2.Text = template.OAMPSBranchAddressLine2;
txtPostal1.Text = template.OAMPSPostalAddress;
txtPostal2.Text = template.OAMPSPostalAddressLine2;
txtBranchPhone.Text = template.OAMPSBranchPhone;
lblLogoTitle.Text = template.LogoTitle;
lblCoverPageTitle.Text = template.CoverPageTitle;
txtReference.Text = template.Reference;
txtFax.Text = template.Fax;
DateTime outDate;
datePolicy.Value = DateTime.TryParse(template.DatePolicyExpiry, out outDate)
? outDate
: DateTime.Today;
datePayment.Value = DateTime.TryParse(template.PaymentDate, out outDate)
? outDate
: DateTime.Today;
dateReport.Value = DateTime.TryParse(template.DatePrepared, out outDate)
? outDate
: DateTime.Today;
WizardBeingUpdated = false;
if (auto)
{
base.StartTimer();
}
}
