private void PopulateOpportunitySummary()
{
bizMessage bizM = new bizMessage();
bizOpportunity biz = new bizOpportunity();
Opportunity o;
o = biz.GetOpportunity(int.Parse(Request.QueryString["oid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (o == null)
{
return;
}
switch (o.BusinessType.BusinessTypeName)
{
case Enums.enBusinessType.NewBusiness:
this.imgBusinessType.ImageUrl = "~/images/OpportunityNewBusiness.gif";
break;
case Enums.enBusinessType.ReclaimedBusiness:
this.imgBusinessType.ImageUrl = "~/images/OpportunityReclaimedBusiness.gif";
break;
case Enums.enBusinessType.ExistingClients:
this.imgBusinessType.ImageUrl = "~/images/OpportunityExistingClients.gif";
break;
case Enums.enBusinessType.QuickQuote:
this.imgBusinessType.ImageUrl = "~/images/OpportunityQuickQuote.gif";
break;
case Enums.enBusinessType.QuickWin:
this.imgBusinessType.ImageUrl = "~/images/OpportunityQuickWin.gif";
break;
case Enums.enBusinessType.QuickCall:
this.imgBusinessType.ImageUrl = "~/images/OpportunityQuickCall.gif";
break;
}
this.imgFlagged.Visible = o.Flagged;
this.lblOpportunityName.Text = o.OpportunityName;
this.lblOpportunityDue.Text = string.Format("{0:dd-MMM-yy}", o.OpportunityDue);
List <sp_web_GetCurrentOpportunityStatusResult> s = biz.GetCurrentOpportunityStatus(o.OpportunityID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
if (s != null)
{
this.lblStatus.Text = s.First().StatusName;
}
if (o.ContactID.HasValue == true)
{
this.ddlContact.SelectedValue = o.ContactID.ToString();
}
}
private void PopulateFilters()
{
bizOpportunity biz = new bizOpportunity();
// OAMPS Income
List <Classification> cls = biz.ListClassifications();
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
this.ddlOAMPSIncome.Items.Add(new ListItem("OAMPS Income (All)", "0"));
foreach (Classification cl in cls)
{
this.ddlOAMPSIncome.Items.Add(new ListItem(cl.ClassificationName, cl.ClassificationID.ToString()));
}
// Business Type
var excludedTypes = new List <string> {
"Quick quote", "Quick win", "Quick call"
};
List <BusinessType> bts = biz.ListBusinessTypes().Where(x => !excludedTypes.Contains(x.BusinessTypeName)).ToList();
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.ddlBusinessType.Items.Add(new ListItem("Type (All)", "0"));
foreach (BusinessType bt in bts)
{
this.ddlBusinessType.Items.Add(new ListItem(bt.BusinessTypeName, bt.BusinessTypeID.ToString()));
}
}
private void PopulateAdditionalControls()
{
bizMessage bizM = new bizMessage();
bizOpportunity biz = new bizOpportunity();
Opportunity o = biz.GetOpportunity(int.Parse(Request.QueryString["oid"]));
if (o == null)
{
return;
}
this.lblIncumbentBroker.Text = o.IncumbentBroker;
this.lblIncumbentInsurer.Text = o.IncumbentInsurer;
this.lblOpportunityDue2.Text = String.Format("{0:dd-MMM-yy}", o.OpportunityDue);
if (o.ClassificationID.HasValue == true)
{
this.lblClassification.Text = o.Classification.ClassificationName;
}
this.lblNetBrokerageQuoted.Text = string.Format("{0:C}", o.NetBrokerageQuoted);
this.lblNetBrokerageActual.Text = string.Format("{0:C}", o.NetBrokerageActual);
this.lblDateCompleted.Text = String.Format("{0:dd-MMM-yy}", o.DateCompleted);
this.lblMemoNumber.Text = o.MemoNumber;
this.lblClientCode.Text = o.Client.ClientCode;
}
protected void btnassignSelectedOpportunities_Click(object sender, EventArgs e)
{
if (ddlExecutive.SelectedIndex > 0)
{
var user = (bizUser.enGageUser)Session["USER"];
var AssignedToExcutiveId = ddlExecutive.SelectedValue;
// get all selected opportunitiesids
var selectedOpprtunityIDs =
selectedOpportunitiesIDs.Value.Split('#').Where(x => x.Trim() != "").Distinct();
var opportunitiesList = string.Join(",", selectedOpprtunityIDs.ToArray());
// assign the Oppprtunities
var biz = new bizOpportunity();
biz.AssignQueueOppportunitiesToExcutive(user.UserName, AssignedToExcutiveId, opportunitiesList);
// refresh the grids
PopulateFollowUps();
}
else
{
ucMessanger2.ProcessMessage("Please Select an Executive", Enums.enMsgType.Err, "", null, true);
// refresh the grids
PopulateFollowUps();
}
}
private void PopulateBusinessType()
{
bizOpportunity biz = new bizOpportunity();
List <BusinessType> bts = biz.ListBusinessTypes();
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.ddlBusinessType.Items.Add(new ListItem("-- Please Select --", ""));
foreach (BusinessType bt in bts)
{
this.ddlBusinessType.Items.Add(new ListItem(bt.BusinessTypeName, bt.BusinessTypeID.ToString()));
}
}
private void SetDefaultValues()
{
bizOpportunity bizO = new bizOpportunity();
Classification c = bizO.GetClassification(int.Parse(this.ddlClassification.SelectedValue));
this.ucMessanger1.ProcessMessages(bizO.MSGS, true);
if (c == null || this.txtOpportunityDue.Text == "")
{
return;
}
this.txtFollowUpDate.Text = string.Format("{0:dd/MM/yyyy}", DateTime.Parse(this.txtOpportunityDue.Text).AddDays(-c.FollowUpDefault * 7));
}
private void PopulateBusinessType()
{
var biz = new bizOpportunity();
var bts = biz.ListBusinessTypes();
if (bts == null)
{
return;
}
ddlBusinessType.Items.Add(new ListItem("(All)", "0"));
foreach (var bt in bts)
{
ddlBusinessType.Items.Add(new ListItem(bt.BusinessTypeName, bt.BusinessTypeID.ToString()));
}
}
private void PopulateBusinessType()
{
bizOpportunity biz = new bizOpportunity();
List <BusinessType> bts = biz.ListBusinessTypes();
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
//this.ddlBusinessType.Items.Add(new ListItem("-- Please Select --", ""));
// remove quick win and quick qoute
bts = bts.Where(x => (x.BusinessTypeName != "Quick win" && x.BusinessTypeName != "Quick quote")).ToList();
foreach (BusinessType bt in bts)
{
this.ddlBusinessType.Items.Add(new ListItem(bt.BusinessTypeName, bt.BusinessTypeID.ToString()));
}
//if (this.ddlBusinessType.Items.Count > 0) this.ddlBusinessType.SelectedIndex = 0;
}
protected void btnFlagUnflag_Click(object sender, EventArgs e)
{
try
{
bizOpportunity biz = new bizOpportunity();
if (biz.SetFlag(int.Parse(Request.QueryString["oid"]), !this.imgFlagged.Visible) == true)
{
PopulateOpportunityDetails();
}
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
private void PopulateBusinessType()
{
bizOpportunity biz = new bizOpportunity();
List <BusinessType> bts = biz.ListBusinessTypes();
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
bts = bts.Where(x => (x.BusinessTypeName != "Quick win" && x.BusinessTypeName != "Quick quote") && x.BusinessTypeName != "Quick call").ToList();
//this.ddlBusinessType.Items.Add(new ListItem("-- Please Select --", ""));
foreach (BusinessType bt in bts)
{
this.ddlBusinessType.Items.Add(new ListItem(bt.BusinessTypeName, bt.BusinessTypeID.ToString()));
}
if (this.ddlBusinessType.Items.Count > 0)
{
this.ddlBusinessType.SelectedIndex = this.ddlBusinessType.Items.IndexOf(this.ddlBusinessType.Items.FindByText(Enums.enBusinessType.NewBusiness));
}
}
private void PopulateClassification()
{
bizOpportunity biz = new bizOpportunity();
List <Classification> cls;
cls = biz.ListClassifications();
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (cls == null)
{
return;
}
this.ddlClassification.Items.Clear();
this.ddlClassification.Items.Add(new ListItem("-- Please Select --", ""));
foreach (Classification cl in cls)
{
this.ddlClassification.Items.Add(new ListItem(cl.ClassificationName, cl.ClassificationID.ToString()));
}
}
private void PopulateClassification()
{
var bizM = new bizMessage();
var biz = new bizOpportunity();
List <Classification> cls;
cls = biz.ListClassifications();
if (cls == null)
{
return;
}
ddlClassification.Items.Clear();
ddlClassification.Items.Add(new ListItem("(All)", "0"));
foreach (var cl in cls)
{
ddlClassification.Items.Add(new ListItem(cl.ClassificationName, cl.ClassificationID.ToString()));
}
}
private void PopulateAdditionalControls()
{
bizMessage bizM = new bizMessage();
bizOpportunity biz = new bizOpportunity();
Opportunity o = biz.GetOpportunity(int.Parse(Request.QueryString["oid"]));
if (o == null)
{
return;
}
this.txtIncumbentBroker.Text = o.IncumbentBroker;
this.txtIncumbentInsurer.Text = o.IncumbentInsurer;
this.txtOpportunityDue.Text = String.Format("{0:dd/MM/yyyy}", o.OpportunityDue);
this.ddlClassification.SelectedValue = o.ClassificationID.ToString();
this.txtNetBrokerageQuoted.Text = o.NetBrokerageQuoted.ToString();
this.txtNetBrokerageActual.Text = o.NetBrokerageActual.ToString();
this.txtDateCompleted.Text = String.Format("{0:dd/MM/yyyy}", o.DateCompleted);
this.txtMemoNumber.Text = o.MemoNumber;
this.txtClientCode.Text = o.Client.ClientCode;
}
private void PopulateActivities()
{
bizOpportunity biz = new bizOpportunity();
//active activities
List <sp_web_ListOpportunityActiveActivitiesResult> aa = biz.ListOpportunityActiveActivites(int.Parse(Request.QueryString["oid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.grvActiveActivities.DataSource = aa;
this.grvActiveActivities.DataBind();
this.lblActive.Text = aa.Count.ToString();
//inactive activities
List <sp_web_ListOpportunityInactiveActivitiesResult> ia = biz.ListOpportunityInactiveActivites(int.Parse(Request.QueryString["oid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.grvInactiveActivities.DataSource = ia;
this.grvInactiveActivities.DataBind();
this.lblInactive.Text = ia.Count.ToString();
//buttons
this.btnBack.PostBackUrl = "ViewOpportunity.aspx?cid=" + Request.QueryString["cid"] + "&oid=" + Request.QueryString["oid"];
}
private void PopulateFilters()
{
var biz = new bizOpportunity();
// OAMPS Income
var cls = biz.ListClassifications();
ucMessanger1.ProcessMessages(biz.MSGS, true);
ddlOAMPSIncome.Items.Add(new ListItem("OAMPS Income (All)", "0"));
foreach (var cl in cls)
{
ddlOAMPSIncome.Items.Add(new ListItem(cl.ClassificationName, cl.ClassificationID.ToString()));
}
// Business Type
var bts = biz.ListBusinessTypes();
ucMessanger1.ProcessMessages(biz.MSGS, false);
ddlBusinessType.Items.Add(new ListItem("Type (All)", "0"));
foreach (var bt in bts)
{
ddlBusinessType.Items.Add(new ListItem(bt.BusinessTypeName, bt.BusinessTypeID.ToString()));
}
}
private void InsertQuickCall()
{
Opportunity o = new Opportunity();
bizOpportunity biz = new bizOpportunity();
//OPPORTUNITY//
o.ClientID = int.Parse(Request.QueryString["cid"]);
o.Inactive = false;
o.Flagged = false;
o.OpportunityName = this.txtOpportunityName.Text;
if (this.txtOpportunityDue.Text != "")
{
o.OpportunityDue = DateTime.Parse(this.txtOpportunityDue.Text);
}
o.IncumbentBroker = this.txtIncumbentBroker.Text;
o.IncumbentInsurer = this.txtIncumbentInsurer.Text;
if (this.ddlClassification.SelectedValue != "")
{
o.ClassificationID = int.Parse(this.ddlClassification.SelectedValue);
}
if (this.ddlBusinessType.SelectedValue != "")
{
o.BusinessTypeID = int.Parse(this.ddlBusinessType.SelectedValue);
}
if (this.ddlContact.SelectedValue != "")
{
o.ContactID = int.Parse(this.ddlContact.SelectedValue);
}
//audit
o.AddedBy = bizUser.GetCurrentUserName();
o.Added = DateTime.Now;
if (biz.ValidateQuickQuoteOpportunity(o) == false)
{
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
return;
}
//ACTIVITY//
bizActivity bizA = new bizActivity();
char ot = 'S';
List <sp_web_ListStatusesByOutcomeTypeResult> ss = bizA.ListStatusesByOutcomeType(ot);
foreach (var s in ss)
{
Activity na = new Activity();
//general
na.OpportunityStatusID = s.StatusID;
if (this.txtFollowUpDate.Text != "")
{
na.FollowUpDate = DateTime.Parse(this.txtFollowUpDate.Text);
}
na.Inactive = false;
if (s.StatusName == "Go-to-Market")
{
na.ActivityNote = this.txtActivityNote.Text;
}
else
{
na.ActivityNote = "Quick call";
}
//audit
na.AddedBy = bizUser.GetCurrentUserName();
na.Added = DateTime.Now;
o.Activities.Add(na);
if (s.StatusName == "Go-to-Market")
{
break;
}
}
foreach (Activity na in o.Activities)
{
if (bizA.ValidateActivity(na) == false)
{
this.ucMessanger1.ProcessMessages(bizA.MSGS, true);
return;
}
}
int oid = biz.InsertOpportunity(o);
if (oid != 0)
{
Response.Redirect("ViewClient.aspx?cid=" + Request.QueryString["cid"], false);
}
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
}
private void PopulateOpportunityDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizOpportunity biz = new bizOpportunity();
Opportunity o;
o = biz.GetOpportunity(int.Parse(Request.QueryString["oid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (o == null)
{
return;
}
switch (o.BusinessType.BusinessTypeName)
{
case Enums.enBusinessType.NewBusiness:
this.imgBusinessType.ImageUrl = "~/images/OpportunityNewBusiness.gif";
break;
case Enums.enBusinessType.ReclaimedBusiness:
this.imgBusinessType.ImageUrl = "~/images/OpportunityReclaimedBusiness.gif";
break;
case Enums.enBusinessType.ExistingClients:
this.imgBusinessType.ImageUrl = "~/images/OpportunityExistingClients.gif";
break;
case Enums.enBusinessType.QuickQuote:
this.imgBusinessType.ImageUrl = "~/images/OpportunityQuickQuote.gif";
break;
case Enums.enBusinessType.QuickWin:
this.imgBusinessType.ImageUrl = "~/images/OpportunityQuickWin.gif";
break;
case Enums.enBusinessType.QuickCall:
this.imgBusinessType.ImageUrl = "~/images/OpportunityQuickCall.gif";
break;
}
this.imgFlagged.Visible = o.Flagged;
if (o.Flagged == false)
{
this.btnFlagUnflag.Text = "Flag";
}
else
{
this.btnFlagUnflag.Text = "Un-Flag";
}
this.lblOpportunityName.Text = o.OpportunityName;
this.lblOpportunityDue.Text = string.Format("{0:dd-MMM-yy}", o.OpportunityDue);
if (o.ContactID != null)
{
this.lblContact.Text = o.Contact.ContactName;
}
this.lblMemoNumber.Text = o.MemoNumber;
if (o.ClassificationID != null)
{
this.lblClassification.Text = o.Classification.ClassificationName;
}
this.lblIncumbentBroker.Text = o.IncumbentBroker;
this.lblIncumbentUnderwriter.Text = o.IncumbentInsurer;
this.lblNetBrokerageQuoted.Text = string.Format("{0:C}", o.NetBrokerageQuoted);
this.lblNetBrokerageActual.Text = string.Format("{0:C}", o.NetBrokerageActual);
List <sp_web_GetCurrentOpportunityStatusResult> s = biz.GetCurrentOpportunityStatus(o.OpportunityID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
if (s != null)
{
this.lblStatus.Text = s.First().StatusName;
}
bizActivity bizA = new bizActivity();
this.lblNextActivity.Text = "";
IList <sp_web_ListNextOpportunityStatusesResult> res = bizA.ListNextOpportunityStatuses(o.OpportunityID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
foreach (sp_web_ListNextOpportunityStatusesResult r in res)
{
this.lblNextActivity.Text += r.StatusName + ",";
}
char[] charsToTrim = { ',' };
this.lblNextActivity.Text = this.lblNextActivity.Text.TrimEnd(charsToTrim);
if (res.Count == 0)
{
IList <sp_web_ListCurrentOpportunityStatusesResult> rs = bizA.ListCurrentOpportunityStatuses(o.OpportunityID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
foreach (sp_web_ListCurrentOpportunityStatusesResult r in rs)
{
this.lblNextActivity.Text += r.StatusName + ",";
}
char[] chrsToTrim = { ',' };
this.lblNextActivity.Text = this.lblNextActivity.Text.TrimEnd(chrsToTrim);
}
this.lblFollowUpCompleted.Text = string.Format("{0:dd-MMM-yy}", biz.GetCurrentFollowUpDate(o.OpportunityID));
if (biz.IsOpportunityCompleted(o.OpportunityID) == true)
{
this.lblNextActivity.Text = "None - Opportunity has been completed";
this.lblFollowUpCompletedLabel.Text = "Completed:";
this.lblFollowUpCompleted.Text = string.Format("{0:dd-MMM-yy}", o.DateCompleted);
this.btnAddActivity.Visible = false;
}
this.lblActive.Text = o.Activities.Where(a => a.Inactive == false).Count().ToString();
this.lblInactive.Text = o.Activities.Where(a => a.Inactive == true).Count().ToString();
if (int.Parse(this.lblInactive.Text) == 0)
{
this.lnkSeeAll.Enabled = false;
}
else
{
this.lnkSeeAll.Enabled = true;
}
//activities
this.grvActivities.DataSource = biz.ListOpportunityActiveActivites(o.OpportunityID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.grvActivities.DataBind();
//audit
((Main)Master).HeaderDetails = "Opportunity added by "
+ bizActiveDirectory.GetUserFullName(o.AddedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", o.Added) + ")";
if (o.Modified.HasValue == true)
{
((Main)Master).HeaderDetails += " / modified by "
+ bizActiveDirectory.GetUserFullName(o.ModifiedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", o.Modified.Value) + ")";
}
}
protected void btnSetReminder_Click(object sender, EventArgs e)
{
bizClient biz = new bizClient();
Client c;
c = biz.GetClient(int.Parse(Request.QueryString["cid"]));
bizOpportunity biz2 = new bizOpportunity();
Opportunity o;
o = biz2.GetOpportunity(int.Parse(Request.QueryString["oid"]));
bizActivity biz3 = new bizActivity();
Activity a;
a = biz3.GetActivity(Convert.ToInt32(Request.QueryString["aid"]));
string subject = string.Format("enGage Follow-up: {0},{1} - {2}", c.ClientName, o.OpportunityName, a.Status.StatusName);
//To do - set this to the name of the activity.
DateTime startDate = DateTime.MinValue;
DateTime endDate = DateTime.MinValue;
if (a.FollowUpDate != null)
{
startDate = DateTime.Parse(string.Format("{0} 08:00 AM", string.Format("{0:dd/MM/yyyy}", a.FollowUpDate)));
endDate = DateTime.Parse(string.Format("{0} 08:05 AM", string.Format("{0:dd/MM/yyyy}", a.FollowUpDate)));
}
string urlPort = (HttpContext.Current.Request.Url.IsDefaultPort) ? "":":" + HttpContext.Current.Request.Url.Port.ToString();
string activityURL = "http://" + HttpContext.Current.Request.Url.Host + urlPort + "/ViewActivity.aspx?";
List <string> queryStringList = new List <string>();
if (!string.IsNullOrEmpty(Request.QueryString["cid"]))
{
queryStringList.Add(String.Format("cid={0}", Request.QueryString["cid"]));
}
if (!string.IsNullOrEmpty(Request.QueryString["oid"]))
{
queryStringList.Add(String.Format("oid={0}", Request.QueryString["oid"]));
}
if (!string.IsNullOrEmpty(Request.QueryString["aid"]))
{
queryStringList.Add(String.Format("aid={0}", Request.QueryString["aid"]));
}
activityURL += string.Join("&", queryStringList.ToArray());
string t = "BEGIN:VCALENDAR\n" +
"PRODID:-//Microsoft Corporation//Outlook MIMEDIR//EN\n" +
"VERSION:2.0\n" +
"BEGIN:VEVENT\n" +
"DTSTART:" + startDate.ToUniversalTime().ToString("yyyyMMddTHHmmssZ") + "\n" +
"DTEND:" + endDate.ToUniversalTime().ToString("yyyyMMddTHHmmssZ") + "\n" +
//"LOCATION:My office\n" +
//"CATEGORIES:Business\n" +
"DESCRIPTION;ENCODING=QUOTED-PRINTABLE:" + Helper.CalenderUtilities.EncodeQuotedPrintable("Activity Note: " + a.ActivityNote + "\n\n" + activityURL) + "=0D=0A\n" +
"SUMMARY:" + subject + "\n" +
"PRIORITY:3\n" +
"END:VEVENT\n" +
"END:VCALENDAR";
Response.Clear();
Response.ContentType = "application/VCS";
Response.AddHeader("content-disposition", "attachment; filename=\"calendar.vcs\"");
Response.Write(t.ToString());
Response.End();
/*
*
*/
}
protected void SetReminder()
{
bizClient biz = new bizClient();
Client c;
c = biz.GetClient(int.Parse(Request.QueryString["cid"]));
bizOpportunity biz2 = new bizOpportunity();
Opportunity o;
o = biz2.GetOpportunity(int.Parse(Request.QueryString["oid"]));
bizActivity biz3 = new bizActivity();
Activity a;
a = biz3.GetActivity(int.Parse(Request.QueryString["aid"]));
string subject = string.Format("Client Follow-up: {0}, {1} - {2}", c.ClientName, o.OpportunityName, a.Status.StatusName);
//To do - set this to the name of the activity.
DateTime startDate = DateTime.MinValue;
DateTime endDate = DateTime.MinValue;
if (a.FollowUpDate != null)
{
startDate = DateTime.Parse(string.Format("{0} 08:00 AM", string.Format("{0:dd/MM/yyyy}", a.FollowUpDate)));
endDate = DateTime.Parse(string.Format("{0} 08:05 AM", string.Format("{0:dd/MM/yyyy}", a.FollowUpDate)));
}
string urlPort = (HttpContext.Current.Request.Url.IsDefaultPort) ? "" : ":" + HttpContext.Current.Request.Url.Port.ToString();
string activityURL = HttpContext.Current.Request.Url.GetLeftPart(UriPartial.Path).Replace(Request.Url.Segments[Request.Url.Segments.Length - 1], "") + "ViewOpportunity.aspx?";
List <string> queryStringList = new List <string>();
if (!string.IsNullOrEmpty(Request.QueryString["cid"]))
{
queryStringList.Add(String.Format("cid={0}", Request.QueryString["cid"]));
}
if (!string.IsNullOrEmpty(Request.QueryString["oid"]))
{
queryStringList.Add(String.Format("oid={0}", Request.QueryString["oid"]));
}
queryStringList.Add(String.Format("aid={0}", Request.QueryString["aid"]));
activityURL += string.Join("&", queryStringList.ToArray());
var htmltab = @" \;";
var opportunityDue = ((a.Opportunity.OpportunityDue.HasValue) ? @"<br><B>Renewal Date :</B> " + htmltab + a.Opportunity.OpportunityDue.Value.ToString("dd/MM/yyyy") + "<br>" : "<br>");
string t = "BEGIN:VCALENDAR\n" +
"PRODID:-//Microsoft Corporation//Outlook MIMEDIR//EN\n" +
"VERSION:2.0\n" +
"BEGIN:VEVENT\n" +
"DTSTART:" + startDate.ToUniversalTime().ToString("yyyyMMddTHHmmssZ") + "\n" +
"DTEND:" + endDate.ToUniversalTime().ToString("yyyyMMddTHHmmssZ") + "\n" +
//"LOCATION:My office\n" +
//"CATEGORIES:Business\n" +
"DESCRIPTION;ENCODING=QUOTED-PRINTABLE:" + Helper.CalenderUtilities.EncodeQuotedPrintable("Currently at:" + a.Status.StatusName + "\n" +
((a.Opportunity.OpportunityDue.HasValue) ? "Renewal Date : " + a.Opportunity.OpportunityDue.Value.ToString("dd/MM/yyyy") + "\n" : "") +
"Activity Note: " + a.ActivityNote + "\n\n" + activityURL) + "=0D=0A\n" +
"SUMMARY:" + subject + "\n" +
"PRIORITY:0\n" +
"X-ALT-DESC;FMTTYPE=text/html:" + @"<!DOCTYPE HTML PUBLIC \""-//W3C//DTD HTML 3.2//EN\"">\n<HTML>\n<HEAD>\n<TITLE></TITLE>\n</HEAD>\n<BODY>\n" +
"<b>Currently at:</b> " + htmltab + a.Status.StatusName +
opportunityDue +
@"<br><b>Activity Note:</b> " + htmltab + a.ActivityNote + "<br><br>" + "<A HREF=\"" + HttpUtility.UrlEncode(activityURL) + "\">" + activityURL + "</A>" + "<br>" + "</BODY>\n</HTML> " +
"X-MICROSOFT-CDO-BUSYSTATUS:FREE" +
"TRIGGER:-PT15M" +
"END:VEVENT" +
"END:VCALENDAR";
var tempPage = new Page();
Response.Clear();
Response.ContentType = "application/VCS";
Response.AddHeader("content-disposition", "attachment; filename=\"calendar.vcs\"");
Response.Write(t.ToString());
Response.Flush();
// Response.End();
}
private void PopulateOpportunityDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizOpportunity biz = new bizOpportunity();
Opportunity o;
o = biz.GetOpportunity(Convert.ToInt32(Request.QueryString["oid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (o == null)
{
return;
}
//general
this.txtOpportunityName.Text = o.OpportunityName;
if (o.OpportunityDue.HasValue == true)
{
this.txtOpportunityDue.Text = String.Format("{0:dd/MM/yyyy}", o.OpportunityDue.Value);
}
this.txtIncumbentBroker.Text = o.IncumbentBroker;
this.txtIncumbentInsurer.Text = o.IncumbentInsurer;
if (o.ClassificationID.HasValue == true)
{
this.ddlClassification.SelectedValue = o.ClassificationID.Value.ToString();
}
if (o.BusinessTypeID.HasValue == true)
{
this.ddlBusinessType.SelectedValue = o.BusinessTypeID.Value.ToString();
}
if (o.ContactID.HasValue == true)
{
this.ddlContact.SelectedValue = o.ContactID.Value.ToString();
}
this.ddlFlagged.SelectedValue = o.Flagged.ToString();
if (o.NetBrokerageEstimated.HasValue == true)
{
this.txtEstimatedBrokingIncome.Text = o.NetBrokerageEstimated.ToString();
}
if (o.NetBrokerageQuoted.HasValue == true)
{
this.txtNetBrokerageQuoted.Text = o.NetBrokerageQuoted.ToString();
}
if (o.NetBrokerageActual.HasValue == true)
{
this.txtNetBrokerageActual.Text = o.NetBrokerageActual.ToString();
}
if (o.DateCompleted.HasValue == true)
{
this.txtDateCompleted.Text = String.Format("{0:dd/MM/yyyy}", o.DateCompleted);
}
this.txtMemoNumber.Text = o.MemoNumber;
//status
List <sp_web_GetCurrentOpportunityStatusResult> s = biz.GetCurrentOpportunityStatus(o.OpportunityID);
if (s != null)
{
this.lblOpportunityStatus.Text = s.First().StatusName;
}
//next status
bizActivity bizA = new bizActivity();
IList <sp_web_ListNextOpportunityStatusesResult> res = bizA.ListNextOpportunityStatuses(o.OpportunityID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.lblNextActivity.Text = "";
foreach (sp_web_ListNextOpportunityStatusesResult r in res)
{
this.lblNextActivity.Text += r.StatusName + ",";
}
char[] charsToTrim = { ',' };
this.lblNextActivity.Text.TrimEnd(charsToTrim);
if (biz.IsOpportunityCompleted(o.OpportunityID) == true)
{
this.lblNextActivity.Text = "None - Opportunity has been completed";
}
//audit
((Main)Master).HeaderDetails = "Opportunity added by "
+ bizActiveDirectory.GetUserFullName(o.AddedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", o.Added) + ")";
if (o.Modified.HasValue == true)
{
((Main)Master).HeaderDetails += " / modified by "
+ bizActiveDirectory.GetUserFullName(o.ModifiedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", o.Modified.Value) + ")";
}
////buttons
//this.btnSave.Enabled = !o.Inactive;
////controls
//this.txtOpportunityName.Enabled = !o.Inactive;
//this.txtOpportunityDue.Enabled = !o.Inactive;
//this.btnOpportunityDue.Enabled = !o.Inactive;
//this.txtIncumbentBroker.Enabled = !o.Inactive;
//this.txtIncumbentInsurer.Enabled = !o.Inactive;
//this.ddlClassification.Enabled = !o.Inactive;
//this.txtNetBrokerageQuoted.Enabled = !o.Inactive;
//this.txtNetBrokerageActual.Enabled = !o.Inactive;
//this.txtDateCompleted.Enabled = !o.Inactive;
//this.btnDateCompleted.Enabled = !o.Inactive;
//this.txtMemoNumber.Enabled = !o.Inactive;
}
protected void btnSave_Click(object sender, EventArgs e)
{
try
{
Opportunity o = new Opportunity();
bizOpportunity biz = new bizOpportunity();
bizMessage bizM = new bizMessage();
DateTime result;
if (this.txtOpportunityDue.Text != "")
{
if (DateTime.TryParse(this.txtOpportunityDue.Text, out result) == false)
{
this.ucMessanger1.ProcessMessage("Renewal Date: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "OpportunityDue", typeof(TextBox), true);
return;
}
}
o.ClientID = int.Parse(Request.QueryString["cid"]);
o.OpportunityID = int.Parse(Request.QueryString["oid"]);
o.OpportunityName = this.txtOpportunityName.Text;
if (this.txtOpportunityDue.Text != "")
{
o.OpportunityDue = DateTime.Parse(this.txtOpportunityDue.Text);
}
o.IncumbentBroker = this.txtIncumbentBroker.Text;
o.IncumbentInsurer = this.txtIncumbentInsurer.Text;
if (this.ddlClassification.SelectedValue != "")
{
o.ClassificationID = int.Parse(this.ddlClassification.SelectedValue);
}
if (this.ddlBusinessType.SelectedValue != "")
{
o.BusinessTypeID = int.Parse(this.ddlBusinessType.SelectedValue);
}
if (this.ddlContact.SelectedValue != "")
{
o.ContactID = int.Parse(this.ddlContact.SelectedValue);
}
o.Flagged = bool.Parse(this.ddlFlagged.SelectedValue);
if (this.txtEstimatedBrokingIncome.Text != "")
{
o.NetBrokerageEstimated = decimal.Parse(this.txtEstimatedBrokingIncome.Text);
}
if (this.txtNetBrokerageQuoted.Text != "")
{
o.NetBrokerageQuoted = decimal.Parse(this.txtNetBrokerageQuoted.Text);
}
if (this.txtNetBrokerageActual.Text != "")
{
o.NetBrokerageActual = decimal.Parse(this.txtNetBrokerageActual.Text);
}
if (this.txtDateCompleted.Text != "")
{
o.DateCompleted = DateTime.Parse(this.txtDateCompleted.Text);
}
o.MemoNumber = this.txtMemoNumber.Text;
//audit
o.ModifiedBy = bizUser.GetCurrentUserName();
o.Modified = DateTime.Now;
//action
if (biz.ValidateOpportunity(o) == false)
{
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
return;
}
if (biz.UpdateOpportunity(o) == true)
{
Response.Redirect("ViewOpportunity.aspx?cid=" + Request.QueryString["cid"] + "&oid=" + Request.QueryString["oid"], false);
}
else
{
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
}
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
private void InsertQuickCall()
{
Client c = new Client();
bizClient biz = new bizClient();
//CLIENT//
//general
c.Inactive = false;
bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
c.AccountExecutiveID = user.UserName;
c.ClientCode = this.txtClientCode.Text;
c.ClientName = this.txtClientName.Text;
c.RegisteredName = this.txtRegisteredName.Text;
//c.InsuredName = this.txtInsuredName.Text;
if (this.txtABNACN.Text != "")
{
c.ABNACN = this.txtABNACN.Text;
}
c.Source = this.txtSource.Text;
c.OfficeFacsimilie = this.txtOfficeFacsimilie.Text;
c.OfficePhone = this.txtOfficePhone.Text;
//address
if (this.txtAddress.Text != "")
{
c.Address = this.txtAddress.Text;
}
if (this.rblAddressTypes.SelectedIndex == 0)
{
if (this.ucAUPSS1.PostCode != "")
{
c.PostCode = this.ucAUPSS1.PostCode;
}
if (this.ucAUPSS1.StateCode != "")
{
c.StateCode = this.ucAUPSS1.StateCode;
}
if (this.ucAUPSS1.Suburb != "")
{
c.Location = this.ucAUPSS1.Suburb;
}
}
//industry
if (this.lstIndustry.SelectedValue != "")
{
c.AnzsicCode = this.lstIndustry.SelectedValue;
}
if (this.ddlAssociation.SelectedValue != "")
{
c.AssociationCode = this.ddlAssociation.SelectedValue;
}
c.AssociationMemberNumber = this.txtAssociationMemberNumber.Text;
//audit
c.AddedBy = bizUser.GetCurrentUserName();
c.Added = DateTime.Now;
if (biz.ValidateClient(c) == false)
{
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
return;
}
//CONTACT//
Contact cl = new Contact();
bizContact bizC = new bizContact();
if (this.ckbAddContact.Checked == true)
{
//general
cl.ContactName = this.txtContactName.Text;
cl.Title = this.ddlTitle.SelectedValue;
cl.Mobile = this.txtMobile.Text;
cl.DirectLine = this.txtDirectLine.Text;
cl.Email = this.txtEmail.Text;
//audit
cl.AddedBy = bizUser.GetCurrentUserName();
cl.Added = DateTime.Now;
}
if (this.ckbAddContact.Checked == true)
{
if (bizC.ValidateContact(cl) == false)
{
this.ucMessanger1.ProcessMessages(bizC.MSGS, true);
return;
}
c.Contacts.Add(cl);
}
//OPPORTUNITY//
Opportunity o = new Opportunity();
bizOpportunity bizO = new bizOpportunity();
//general
o.OpportunityName = this.txtOpportunityName.Text;
if (this.txtOpportunityDue.Text != "")
{
o.OpportunityDue = DateTime.Parse(this.txtOpportunityDue.Text);
}
o.IncumbentBroker = this.txtIncumbentBroker.Text;
o.IncumbentInsurer = this.txtIncumbentInsurer.Text;
if (this.ddlClassification.SelectedValue != "")
{
o.ClassificationID = int.Parse(this.ddlClassification.SelectedValue);
}
if (this.ddlBusinessType.SelectedValue != "")
{
o.BusinessTypeID = int.Parse(this.ddlBusinessType.SelectedValue);
}
if (this.ddlFlagged.SelectedValue != "")
{
o.Flagged = bool.Parse(this.ddlFlagged.SelectedValue);
}
//o.NetBrokerageQuoted = decimal.Parse(this.txtNetBrokerageQuoted.Text);
//o.NetBrokerageActual = decimal.Parse(this.txtNetBrokerageActual.Text);
//audit
o.AddedBy = bizUser.GetCurrentUserName();
o.Added = DateTime.Now;
if (bizO.ValidateQuickQuoteOpportunity(o) == false)
{
this.ucMessanger1.ProcessMessages(bizO.MSGS, true);
return;
}
c.Opportunities.Add(o);
//ACTIVITY//
bizActivity bizA = new bizActivity();
char ot = 'S';
List <sp_web_ListStatusesByOutcomeTypeResult> ss = bizA.ListStatusesByOutcomeType(ot);
foreach (var s in ss)
{
Activity na = new Activity();
//general
na.OpportunityStatusID = s.StatusID;
if (this.txtFollowUpDate.Text != "")
{
na.FollowUpDate = DateTime.Parse(this.txtFollowUpDate.Text);
}
na.Inactive = false;
if (s.StatusName == "Go-to-Market")
{
na.ActivityNote = this.txtActivityNote.Text;
}
else
{
na.ActivityNote = "Quick call";
}
//audit
na.AddedBy = bizUser.GetCurrentUserName();
na.Added = DateTime.Now;
o.Activities.Add(na);
if (s.StatusName == "Go-to-Market")
{
break;
}
}
foreach (Activity na in o.Activities)
{
if (bizA.ValidateActivity(na, true) == false)
{
this.ucMessanger1.ProcessMessages(bizA.MSGS, true);
return;
}
}
int oid = biz.InsertClient(c);
if (oid != 0)
{
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
Response.Redirect("ViewClient.aspx?cid=" + oid.ToString(), false);
}
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
}
private void Insert()
{
Opportunity o = new Opportunity();
bizOpportunity biz = new bizOpportunity();
//general opportunity
o.ClientID = int.Parse(Request.QueryString["cid"]);
o.Inactive = false;
o.Flagged = false;
o.OpportunityName = this.txtOpportunityName.Text;
if (this.txtOpportunityDue.Text != "")
{
o.OpportunityDue = DateTime.Parse(this.txtOpportunityDue.Text);
}
o.IncumbentBroker = this.txtIncumbentBroker.Text;
o.IncumbentInsurer = this.txtIncumbentInsurer.Text;
if (this.ddlClassification.SelectedValue != "")
{
o.ClassificationID = int.Parse(this.ddlClassification.SelectedValue);
}
if (this.ddlBusinessType.SelectedValue != "")
{
o.BusinessTypeID = int.Parse(this.ddlBusinessType.SelectedValue);
}
if (this.ddlContact.SelectedValue != "")
{
o.ContactID = int.Parse(this.ddlContact.SelectedValue);
}
//audit
o.AddedBy = bizUser.GetCurrentUserName();
o.Added = DateTime.Now;
//general activity
Activity na = new Activity();
bizActivity bizA = new bizActivity();
na.OpportunityStatusID = bizA.GetInitialStatus().StatusID;
if (this.txtFollowUpDate.Text != "")
{
na.FollowUpDate = DateTime.Parse(this.txtFollowUpDate.Text);
}
na.Inactive = false;
na.ActivityNote = "";
//audit
na.AddedBy = bizUser.GetCurrentUserName();
na.Added = DateTime.Now;
//action
if (biz.ValidateOpportunity(o) == false)
{
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
return;
}
o.Activities.Add(na);
int oid = biz.InsertOpportunity(o);
if (oid != 0)
{
Response.Redirect("ViewClient.aspx?cid=" + Request.QueryString["cid"], false);
}
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
}
