Example #1
0
        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();
            }
        }
Example #2
0
        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;
        }
        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;
        }
Example #4
0
        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) + ")";
            }
        }
        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 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        = @"&nbsp\;";
            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();
        }
Example #7
0
        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();



            /*
             *
             */
        }