public Contact GetContact(int contactID)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Contact con = db.Contacts.SingleOrDefault(c => c.ContactID == contactID);
if (con == null)
{
this.MSGS.AddMessage(biz.GetMessageText("EmptyRecord"), Enums.enMsgType.Err);
}
return(con);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(null);
}
}
public List <sp_web_ListOpportunityInactiveActivitiesResult> ListOpportunityInactiveActivites(int opportunityID)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
List <sp_web_ListOpportunityInactiveActivitiesResult> a = db.sp_web_ListOpportunityInactiveActivities(opportunityID).ToList();
if (a.Count() == 0)
{
this.MSGS.AddMessage(biz.GetMessageText("EmptyRecord"), Enums.enMsgType.Err);
return(null);
}
return(a);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(null);
}
}
public List <sp_web_GetCurrentOpportunityStatusResult> GetCurrentOpportunityStatus(int opportunityID)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
List <sp_web_GetCurrentOpportunityStatusResult> s = db.sp_web_GetCurrentOpportunityStatus(opportunityID).ToList();
if (s.Count() == 0)
{
this.MSGS.AddMessage(biz.GetMessageText("EmptyRecord"), Enums.enMsgType.Err);
return(null);
}
return(s);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(null);
}
}
public List <sp_web_FollowUpsResult> GetFollowUps(string accountExecutiveID
, int estimatedIncomeID
, int businessTypeID
, int flagged
, string action
, string FilteredRegion
, string FilteredBranch
, bool IsAll
)
{
bizMessage biz = new bizMessage();
try
{
//if(String.Equals(FilteredBranch, "Melbourne Commercial and Industry", StringComparison.OrdinalIgnoreCase)){
// FilteredBranch = @"Melbourne Commercial &Industry";
//}
//else if (String.Equals(FilteredBranch, "Clayton", StringComparison.OrdinalIgnoreCase))
//{
// FilteredBranch = @"Instrat";
//}
enGageDataContext db = new enGageDataContext();
List <sp_web_FollowUpsResult> f = db.sp_web_FollowUps(accountExecutiveID, estimatedIncomeID, businessTypeID, flagged, action, FilteredRegion, FilteredBranch, IsAll).ToList();
if (f == null)
{
this.MSGS.AddMessage(biz.GetMessageText("EmptyRecord"), Enums.enMsgType.Err);
}
return(f);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(null);
}
}
public bool IsThisLatestActivity(int opportunityID, int activityID)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Activity a = db.Activities.Where(act => act.OpportunityID == opportunityID && act.Inactive == false).OrderByDescending(ac => ac.Added).First();
if (a.ActivityID == activityID)
{
return(true);
}
else
{
return(false);
}
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public string GetSetting(String code)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Setting pre = db.Settings.SingleOrDefault(p => p.SettingCode == code);
if (pre == null)
{
return("");
}
else
{
return(pre.SettingValue);
}
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return("");
}
}
public bool UpdateActivity(Activity a, Opportunity extraFieldsOppo)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Activity ea = db.Activities.SingleOrDefault(act => act.ActivityID == a.ActivityID);
//general
ea.OpportunityID = a.OpportunityID;
ea.OpportunityStatusID = a.OpportunityStatusID;
ea.ActivityNote = a.ActivityNote;
ea.FollowUpDate = a.FollowUpDate;
ea.Inactive = a.Inactive;
ea.ContactID = a.ContactID;
// audit
ea.Modified = a.Modified;
ea.ModifiedBy = a.ModifiedBy;
Opportunity eo = db.Opportunities.SingleOrDefault(opp => opp.OpportunityID == a.OpportunityID);
switch (ea.Status.StatusName)
{
case "Identified":
break;
case "Qualified-in":
if (eo.NetBrokerageEstimated != a.Opportunity.NetBrokerageEstimated)
{
ActionLog al = new ActionLog();
al.ID = a.ActivityID;
al.TableName = "Opportunity";
al.Action = "Estimated Broking Income changed";
al.Detail = "From " + String.Format("{0:C2}", eo.NetBrokerageEstimated) + " to " + String.Format("{0:C2}", a.Opportunity.NetBrokerageEstimated);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
eo.NetBrokerageEstimated = a.Opportunity.NetBrokerageEstimated;
eo.ClassificationID = a.Opportunity.ClassificationID;
break;
case "Qualified-out":
eo.DateCompleted = a.Opportunity.DateCompleted;
break;
case "Interested":
if (eo.OpportunityDue != a.Opportunity.OpportunityDue)
{
ActionLog al = new ActionLog();
al.ID = a.ActivityID;
al.TableName = "Opportunity";
al.Action = "Due date changed";
al.Detail = "From " + String.Format("{0:dd-MMM-yy}", eo.OpportunityDue) + " to " + String.Format("{0:dd-MMM-yy}", a.Opportunity.OpportunityDue);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
eo.OpportunityDue = a.Opportunity.OpportunityDue;
eo.IncumbentBroker = a.Opportunity.IncumbentBroker;
eo.IncumbentInsurer = a.Opportunity.IncumbentInsurer;
eo.ClassificationID = a.Opportunity.ClassificationID;
break;
case "Not Interested":
eo.DateCompleted = a.Opportunity.DateCompleted;
break;
case "Go-to-Market":
break;
case "Revisit next year":
eo.DateCompleted = a.Opportunity.DateCompleted;
break;
case "Quoted":
if (eo.NetBrokerageQuoted != a.Opportunity.NetBrokerageQuoted)
{
ActionLog al = new ActionLog();
al.ID = a.ActivityID;
al.TableName = "Opportunity";
al.Action = "Broking Income Quoted changed";
al.Detail = "From " + String.Format("{0:C2}", eo.NetBrokerageQuoted) + " to " + String.Format("{0:C2}", a.Opportunity.NetBrokerageQuoted);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
eo.NetBrokerageQuoted = a.Opportunity.NetBrokerageQuoted;
eo.ClassificationID = a.Opportunity.ClassificationID;
break;
case "Can't place":
eo.DateCompleted = a.Opportunity.DateCompleted;
break;
case "Accepted":
if (eo.NetBrokerageActual != a.Opportunity.NetBrokerageActual)
{
ActionLog al = new ActionLog();
al.ID = a.ActivityID;
al.TableName = "Opportunity";
al.Action = "Actual Broking Income changed";
al.Detail = "From " + String.Format("{0:C2}", eo.NetBrokerageActual) + " to " + String.Format("{0:C2}", a.Opportunity.NetBrokerageActual);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
eo.NetBrokerageActual = a.Opportunity.NetBrokerageActual;
eo.ClassificationID = a.Opportunity.ClassificationID;
break;
case "Lost":
eo.DateCompleted = a.Opportunity.DateCompleted;
break;
case "Processed":
eo.DateCompleted = a.Opportunity.DateCompleted;
if (eo.MemoNumber != a.Opportunity.MemoNumber)
{
ActionLog al = new ActionLog();
al.ID = a.Opportunity.OpportunityID;
al.TableName = "Opportunity";
al.Action = "Memo number changed";
al.Detail = "From " + String.Format("{0:C2}", eo.MemoNumber) + " to " + String.Format("{0:C2}", a.Opportunity.MemoNumber);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
eo.MemoNumber = a.Opportunity.MemoNumber;
if (eo.Client.ClientCode != a.Opportunity.Client.ClientCode)
{
ActionLog al = new ActionLog();
al.ID = a.Opportunity.Client.ClientID;
al.TableName = "Client";
al.Action = "Client code changed";
al.Detail = "From " + String.Format("{0:C2}", eo.Client.ClientCode) + " to " + String.Format("{0:C2}", a.Opportunity.Client.ClientCode);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
eo.Client.ClientCode = a.Opportunity.Client.ClientCode;
break;
case "Can't process":
eo.DateCompleted = a.Opportunity.DateCompleted;
break;
default: // all pending statuses
break;
}
// save extra fields
SaveExtraMissingControls(eo, extraFieldsOppo, ea.Status.StatusName);
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("UpdateSuccess"), Enums.enMsgType.OK);
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public int InsertActivity(Activity a, Opportunity o, Client c, Opportunity extraFieldsOppo)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
db.Activities.InsertOnSubmit(a);
Opportunity eo = db.Opportunities.SingleOrDefault(opp => opp.OpportunityID == a.OpportunityID);
Client ec = db.Clients.SingleOrDefault(cl => cl.ClientID == eo.ClientID);
Status es = db.Status.SingleOrDefault(st => st.StatusID == a.OpportunityStatusID);
switch (es.StatusName)
{
case "Identified":
break;
case "Qualified-in":
eo.NetBrokerageEstimated = o.NetBrokerageEstimated;
// as a special condition, the classification will always change depending on the dollar value
eo.ClassificationID = o.ClassificationID;
break;
case "Qualified-out":
eo.DateCompleted = o.DateCompleted;
break;
case "Interested":
eo.OpportunityDue = o.OpportunityDue;
eo.IncumbentBroker = o.IncumbentBroker;
eo.IncumbentInsurer = o.IncumbentInsurer;
eo.ClassificationID = o.ClassificationID;
break;
case "Not Interested":
eo.DateCompleted = o.DateCompleted;
break;
case "Go-to-Market":
break;
case "Revisit next year":
eo.DateCompleted = o.DateCompleted;
break;
case "Quoted":
eo.NetBrokerageQuoted = o.NetBrokerageQuoted;
eo.ClassificationID = o.ClassificationID;
break;
case "Can't place":
eo.DateCompleted = o.DateCompleted;
break;
case "Accepted":
eo.NetBrokerageActual = o.NetBrokerageActual;
eo.ClassificationID = o.ClassificationID;
break;
case "Lost":
eo.DateCompleted = o.DateCompleted;
break;
case "Processed":
eo.DateCompleted = o.DateCompleted;
eo.MemoNumber = o.MemoNumber;
ec.ClientCode = c.ClientCode;
break;
case "Can't process":
eo.DateCompleted = o.DateCompleted;
break;
default: // all pending statuses
break;
}
// save extra fields
SaveExtraMissingControls(eo, extraFieldsOppo, es.StatusName);
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("InsertSuccess"), Enums.enMsgType.OK);
return(a.ActivityID);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(0);
}
}
public bool UpdateOpportunity(Opportunity o)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Opportunity eo = db.Opportunities.Single(opp => opp.OpportunityID == o.OpportunityID);
if (eo.OpportunityDue != o.OpportunityDue)
{
ActionLog al = new ActionLog();
al.ID = o.OpportunityID;
al.TableName = "Opportunity";
al.Action = "Due date changed";
al.Detail = "From " + String.Format("{0:dd-MMM-yy}", eo.OpportunityDue) + " to " + String.Format("{0:dd-MMM-yy}", o.OpportunityDue);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
if (eo.NetBrokerageEstimated != o.NetBrokerageEstimated)
{
ActionLog al = new ActionLog();
al.ID = o.OpportunityID;
al.TableName = "Opportunity";
al.Action = "Estimated Broking Income changed";
al.Detail = "From " + String.Format("{0:C2}", eo.NetBrokerageEstimated) + " to " + String.Format("{0:C2}", o.NetBrokerageEstimated);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
if (eo.NetBrokerageQuoted != o.NetBrokerageQuoted)
{
ActionLog al = new ActionLog();
al.ID = o.OpportunityID;
al.TableName = "Opportunity";
al.Action = "Broking Income Quoted changed";
al.Detail = "From " + String.Format("{0:C2}", eo.NetBrokerageQuoted) + " to " + String.Format("{0:C2}", o.NetBrokerageQuoted);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
if (eo.NetBrokerageActual != o.NetBrokerageActual)
{
ActionLog al = new ActionLog();
al.ID = o.OpportunityID;
al.TableName = "Opportunity";
al.Action = "Actual Broking Income changed";
al.Detail = "From " + String.Format("{0:C2}", eo.NetBrokerageActual) + " to " + String.Format("{0:C2}", o.NetBrokerageActual);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
if (eo.MemoNumber != o.MemoNumber)
{
ActionLog al = new ActionLog();
al.ID = o.OpportunityID;
al.TableName = "Opportunity";
al.Action = "Memo number changed";
al.Detail = "From " + String.Format("{0:C2}", eo.MemoNumber) + " to " + String.Format("{0:C2}", o.MemoNumber);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
//general
eo.OpportunityName = o.OpportunityName;
eo.OpportunityDue = o.OpportunityDue;
eo.Flagged = o.Flagged;
eo.IncumbentBroker = o.IncumbentBroker;
eo.IncumbentInsurer = o.IncumbentInsurer;
eo.ClassificationID = o.ClassificationID;
eo.BusinessTypeID = o.BusinessTypeID;
eo.ContactID = o.ContactID;
eo.NetBrokerageEstimated = o.NetBrokerageEstimated;
eo.NetBrokerageQuoted = o.NetBrokerageQuoted;
eo.NetBrokerageActual = o.NetBrokerageActual;
eo.DateCompleted = o.DateCompleted;
eo.MemoNumber = o.MemoNumber;
// audit
eo.Modified = o.Modified;
eo.ModifiedBy = o.ModifiedBy;
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("UpdateSuccess"), Enums.enMsgType.OK);
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
private void SetHeaderAndFooter()
{
bizSetting biz = new bizSetting();
this.lblVersion.Text = System.Reflection.Assembly.GetExecutingAssembly().GetName().Version.ToString();
this.lblReleased.Text = String.Format("{0:dd MMMM yyyy}", System.IO.File.GetLastWriteTime(System.Reflection.Assembly.GetExecutingAssembly().Location));
bizUser.enGageUser currentUser = (bizUser.enGageUser)Session["USER"];
var env = Cache.Get("env") as string;
if (String.IsNullOrEmpty(env))
{
this.Environment = biz.GetSetting("Application.Environment");
Cache.Insert("env", Environment);
}
if (this.Environment == "Production")
{
if (this.GetCurrentPageName().ToLower() == "northsydneyreport.aspx" ||
this.GetCurrentPageName().ToLower() == "dashboardtotals.aspx" ||
this.GetCurrentPageName().ToLower() == "dashboard.aspx" ||
this.GetCurrentPageName().ToLower() == "tallyboard.aspx"
)
{
this.header.Attributes["class"] = "header";
this.footer.Attributes["class"] = "footer";
}
else
{
this.header.Attributes["class"] = "header";
this.footer.Attributes["class"] = "footer";
}
// this.lblHeaderLine1.CssClass = "header-line1-alt";
// this.lblHeaderLine2.CssClass = "header-line2-alt";
this.lblHeaderLine1.Text = this.lblHeaderLine1.Text.Replace("???", "<span class='header-line1-name' runat='server'>"
+ currentUser.DisplayName
+ "</span>");
}
else
{
this.lblEnvironment.Text = this.Environment;
this.lblHeaderLine1.Text = this.lblHeaderLine1.Text.Replace("???", "<span class='header-line1-name-alt' runat='server'>"
+ currentUser.DisplayName
+ "</span>");
if (this.GetCurrentPageName().ToLower() == "northsydneyreport.aspx" ||
this.GetCurrentPageName().ToLower() == "dashboardtotals.aspx" ||
this.GetCurrentPageName().ToLower() == "dashboard.aspx" ||
this.GetCurrentPageName().ToLower() == "tallyboard.aspx"
)
{
this.header.Attributes["class"] = "header-wide-alt";
this.footer.Attributes["class"] = "footer-wide-alt";
}
else
{
this.header.Attributes["class"] = "header-alt";
this.footer.Attributes["class"] = "footer-alt";
}
this.lblHeaderLine1.CssClass = "header-line1-alt";
this.lblHeaderLine2.CssClass = "header-line2-alt";
enGageDataContext db = new enGageDataContext();
this.lblDatabase.Text = "database " + db.Connection.Database + " on " + db.Connection.DataSource + " server";
}
}
public bool UpdateClient(Client c)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Client ec = db.Clients.Single(cli => cli.ClientID == c.ClientID);
// general
if (ec.ClientCode != c.ClientCode)
{
ActionLog al = new ActionLog();
al.ID = c.ClientID;
al.TableName = "Client";
al.Action = "Client code changed";
al.Detail = "From " + ec.ClientCode + " to " + c.ClientCode;
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
ec.ClientCode = c.ClientCode;
if (ec.ClientName != c.ClientName)
{
ActionLog al = new ActionLog();
al.ID = c.ClientID;
al.TableName = "Client";
al.Action = "Client name changed";
al.Detail = "From " + ec.ClientName + " to " + c.ClientName;
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
ec.ClientName = c.ClientName;
ec.RegisteredName = c.RegisteredName;
ec.InsuredName = c.InsuredName;
ec.ABNACN = c.ABNACN;
ec.Source = c.Source;
ec.OfficeFacsimilie = c.OfficeFacsimilie;
ec.OfficePhone = c.OfficePhone;
// address
ec.Address = c.Address;
ec.Location = c.Location;
ec.StateCode = c.StateCode;
ec.PostCode = c.PostCode;
// industry
ec.AnzsicCode = c.AnzsicCode;
ec.AssociationCode = c.AssociationCode;
ec.AssociationMemberNumber = c.AssociationMemberNumber;
// audit
ec.Modified = c.Modified;
ec.ModifiedBy = c.ModifiedBy;
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("UpdateSuccess"), Enums.enMsgType.OK);
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}