private static void WhenCallingString(XLMain.Staff wcStaff)
{
try
{
if (wcStaff == null)
{
XLDocument.UpdateBookmark("Whencalling", "");
XLDocument.UpdateBookmark("Calling", "");
XLDocument.UpdateBookmark("WcEmail", "");
XLDocument.UpdateBookmark("WcEmailAddress", "");
}
else
{
XLDocument.UpdateBookmark("Whencalling", "When calling please ask for: ", 1);
XLDocument.UpdateBookmark("Calling", wcStaff.name);
if (wcStaff.emails != null)
{
XLDocument.UpdateBookmark("WcEmail", "e-mail: ", 1);
XLDocument.UpdateBookmark("WcEmailAddress", wcStaff.emails[0].email);
}
else
{
XLDocument.UpdateBookmark("WcEmail", "");
XLDocument.UpdateBookmark("WcEmailAddress", "");
}
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to build when calling for");
XLtools.LogException("WhenCallingString", ex.ToString());
}
}
private void AddresseeTB_Leave(object sender, EventArgs e)
{
string addressee = AddresseeTB.Text;
XLDocument.UpdateBookmark("Addressee", addressee);
XLDocument.UpdateBookmark("Addressee2", addressee);
}
private void SalDDL_SelectedIndexChanged(object sender, EventArgs e)
{
sal = (XLMain.Salutation)SalDDL.SelectedItem;
AddresseeTB.Text = sal.addressee;
SalutationTb.Text = sal.salutation;
XLDocument.UpdateBookmark("Salutation", SalutationTb.Text);
XLDocument.UpdateBookmark("Addressee", AddresseeTB.Text);
XLDocument.UpdateBookmark("Addressee2", AddresseeTB.Text);
}
private void EncChk_CheckedChanged(object sender, EventArgs e)
{
if (EncChk.Checked)
{
XLDocument.UpdateBookmark("Enc", "Enc", bold: 0, styleName: "ML Main");
}
else
{
XLDocument.UpdateBookmark("Enc", "", bold: 0, styleName: "ML Main");
}
}
private void FAOBCheck_CheckedChanged(object sender, EventArgs e)
{
if (FAOBCheck.Checked)
{
XLDocument.UpdateBookmark("FAOBOML", "Milsted Langdon");
}
else
{
XLDocument.UpdateBookmark("FAOBOML", "");
}
}
private void RevertBtn_Click(object sender, EventArgs e)
{
try
{
//Deal with salutations
if (client.salutations != null)
{
SalDDL.DataSource = client.salutations;
SalDDL.DisplayMember = "Salutation";
SalDDL.ValueMember = "Addressee";
sal = (XLMain.Salutation)SalDDL.SelectedItem;
if (sal != null)
{
AddresseeTB.Text = sal.addressee;
SalutationTb.Text = sal.salutation;
}
}
//Deal with addresses
if (docType == "Letter")
{
if (client.addresses != null)
{
allAddresses = client.addresses;
addressesDDL.DataSource = allAddresses;
addressesDDL.DisplayMember = "address1";
addressesDDL.ValueMember = "addressBlock";
add = (XLMain.Address)addressesDDL.SelectedItem;
if (add != null)
{
addTB.Text = add.addressBlock;
}
}
}
else if (docType == "Fax")
{
XLMain.Number fax = XLMain.Number.GetNumber(client.crmID, "Fax");
if (fax != null)
{
FaxTB.Text = fax.number;
}
}
RevertBtn.Visible = false;
XLDocument.UpdateBookmark("Salutation", SalutationTb.Text);
XLDocument.UpdateBookmark("Addressee", AddresseeTB.Text);
XLDocument.UpdateBookmark("Addressee2", AddresseeTB.Text);
XLDocument.UpdateBookmark("Address", addTB.Text);
XLDocument.UpdateBookmark("Fax", FaxTB.Text);
}
catch (Exception ex)
{
MessageBox.Show("Unable to revert");
XLtools.LogException("RevertBtn", ex.ToString());
}
}
private void PandCCheck_CheckedChanged(object sender, EventArgs e)
{
if (PandCCheck.Checked)
{
XLDocument.UpdateBookmark("PandC", "Private and Confidential");
}
else
{
XLDocument.UpdateBookmark("PandC", "");
}
}
private void addressLB_SelectedIndexChanged(object sender, EventArgs e)
{
try
{
string str = addressesDDL.SelectedValue.ToString();
addTB.Text = str;
}
catch
{
addTB.Text = "";
}
XLDocument.UpdateBookmark("Address", addTB.Text);
}
private void SalutationTb_Leave(object sender, EventArgs e)
{
string salutation = SalutationTb.Text;
XLDocument.UpdateBookmark("Salutation", salutation);
if (salutation == "" || salutation == "Sir" || salutation == "Madam" || salutation == "Sirs" || salutation == "Mesdames")
{
XLDocument.UpdateBookmark("FaithSincere", "Yours faithfully");
}
else
{
XLDocument.UpdateBookmark("FaithSincere", "Yours sincerely");
}
}
private void IPSContactBtn_Click(object sender, EventArgs e)
{
try
{
IPSContForm myForm = new IPSContForm(client);
myForm.ShowDialog();
XLInsol.Contact selectContact = myForm.selectedContact;
if (selectContact != null)
{
if (docType == "Letter")
{
if (selectContact != null)
{
allAddresses = null;
addressesDDL.DataSource = null;
string add = selectContact.name;
add += Environment.NewLine + selectContact.addressBlock;
addTB.Text = add;
}
}
else if (docType == "Fax")
{
if (selectContact.fax != null)
{
FaxTB.Text = selectContact.fax;
}
}
SalDDL.DataSource = null;
AddresseeTB.Text = "";
SalutationTb.Text = "";
RevertBtn.Visible = true;
XLDocument.UpdateBookmark("Salutation", SalutationTb.Text);
XLDocument.UpdateBookmark("Addressee", AddresseeTB.Text);
XLDocument.UpdateBookmark("Addressee2", AddresseeTB.Text);
XLDocument.UpdateBookmark("Address", addTB.Text);
XLDocument.UpdateBookmark("Fax", FaxTB.Text);
}
else
{
MessageBox.Show("No address returned");
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to fetch insolvency contact");
XLtools.LogException("InsolContactBtn", ex.ToString());
}
}
private void UpdateDatebtn_Click(object sender, RibbonControlEventArgs e)
{
string date = XLDocument.ReadBookmark("Date");
//check to see if bookmark exists, if not just insert date.
if (String.IsNullOrEmpty(date))
{
XLDocument.InsertText(DateTime.Now.ToString("d MMMM yyyy"));
}
else
{
XLDocument.UpdateBookmark("Date", DateTime.Now.ToString("d MMMM yyyy"));
XLDocument.UpdateBookmark("Date2", DateTime.Now.ToString("d MMMM yyyy"));
}
}
private void UpdateBookmarks(string docType)
{
try
{
//Build reference
string ourRef = OurRef(client, sender, user);
if (docType == "Letter")
{
XLDocument.UpdateBookmark("Address", addTB.Text);
XLDocument.UpdateBookmark("Salutation", SalutationTb.Text);
XLDocument.UpdateBookmark("Subject", SubjectTB.Text);
XLDocument.UpdateBookmark("Date", DateTB.Value.Date.ToString("d MMMM yyyy"));
XLDocument.UpdateBookmark("Date2", DateTB.Value.Date.ToString("d MMMM yyyy"));
XLDocument.UpdateBookmark("Addressee", AddresseeTB.Text);
XLDocument.UpdateBookmark("Addressee2", AddresseeTB.Text);
DeploySignature(client, sender, AddresseeTB.Text);
XLDocument.UpdateBookmark("OurRef", ourRef, 0);
}
else if (docType == "Fax")
{
XLDocument.UpdateBookmark("Subject", SubjectTB.Text);
XLDocument.UpdateBookmark("Client", client.name);
XLDocument.UpdateBookmark("Date", DateTB.Value.Date.ToString("d MMMM yyyy"));
XLDocument.UpdateBookmark("Date2", DateTB.Value.Date.ToString("d MMMM yyyy"));
XLDocument.UpdateBookmark("Addressee", AddresseeTB.Text);
XLDocument.UpdateBookmark("Addressee2", AddresseeTB.Text);
DeploySignature(client, sender, AddresseeTB.Text);
XLDocument.UpdateBookmark("Sender2", sender.name);
XLDocument.UpdateBookmark("Fax", FaxTB.Text);
XLDocument.UpdateBookmark("OurRef", ourRef, 0);
}
else if (docType == "FileNote")
{
XLDocument.UpdateBookmark("Subject", SubjectTB.Text, 1);
XLDocument.UpdateBookmark("Date", DateTB.Value.Date.ToString("d MMMM yyyy"));
XLDocument.UpdateBookmark("Date2", DateTB.Value.Date.ToString("d MMMM yyyy"));
XLDocument.UpdateBookmark("Sender", sender.name, 1);
XLDocument.UpdateBookmark("ClientStr", XLDocument.ReadParameter("ClientStr"));
XLDocument.UpdateBookmark("OurRef", ourRef, 1);
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to update bookmarks");
XLtools.LogException("TaskPane-UpdateBookmarks", ex.ToString());
}
}
private void SenderDDL_SelectedIndexChanged(object sender, EventArgs e)
{
try
{
//Collect the changed record
XLMain.EntityCouplet tempSend = (XLMain.EntityCouplet)SenderDDL.SelectedItem;
//Convert the entity couplet to a full blown user now we know which one we want
if (tempSend.crmID != "")
{
XLMain.Staff send = XLMain.Staff.FetchStaff(tempSend.crmID);
DeploySignature(client, send, AddresseeTB.Text);
XLDocument.UpdateParameter("Sender", send.username);
//Build reference
string ourRef = OurRef(client, send, user);
XLDocument.UpdateBookmark("OurRef", ourRef, 0);
}
else
{
XLMain.Staff send = new XLMain.Staff();
send.crmID = "";
send.name = tempSend.name;
send.initials = "";
DeploySignature(client, send, AddresseeTB.Text);
XLDocument.UpdateParameter("Sender", "");
//Build reference
string ourRef = OurRef(client, send, user);
XLDocument.UpdateBookmark("OurRef", ourRef, 0);
//For Milsted Langdon remove for and on behalf
if (tempSend.name == "Milsted Langdon LLP")
{
if (FAOBCheck.Checked)
{
FAOBCheck.Checked = false;
}
}
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to change sender");
XLtools.LogException("TaskPane-SenderDDL", ex.ToString());
}
}
private void UpdateRefBtn_Click(object sender, RibbonControlEventArgs e)
{
string fileID = XLDocument.GetFileID();
if (fileID == DateTime.Now.ToString("yyyy-MM-dd"))
{
MessageBox.Show("Unable to find FileID. If the document has not yet been placed in VC click First Index.");
}
else
{
string ourRef = XLDocument.ReadBookmark("OurRef");
//check to see if bookmark exists, if not just insert date.
if (String.IsNullOrEmpty(ourRef))
{
XLDocument.InsertText(fileID);
}
else
{
ourRef += @"/" + fileID;
XLDocument.UpdateBookmark("OurRef", ourRef);
}
}
}
private static void DeploySignature(XLMain.Client client, XLMain.Staff sender, string salutation)
{
try
{
//set yours faithfully/Sincerely
if (salutation == "" || salutation == "Sir" || salutation == "Madam" || salutation == "Sirs")
{
XLDocument.UpdateBookmark("FaithSincere", "Yours faithfully");
}
else
{
XLDocument.UpdateBookmark("FaithSincere", "Yours sincerely");
}
//dependant on department build and deploy signature block
if (client.department == "INS")
{
if (sender.crmID == "")
{
XLDocument.UpdateBookmark("Sender", sender.name);
XLDocument.UpdateBookmark("Sender2", sender.name);
}
else
{
XLInsol.KeyData data = XLInsol.KeyData.FetchKeyData(client.crmID);
string str = sender.name;
if (data.sign != null && data.sign != "" && data.sign != sender.name)
{
str += Environment.NewLine + "For " + data.sign;
}
XLDocument.UpdateBookmark("Sender", str);
XLDocument.UpdateBookmark("Sender2", sender.name);
if (data.sign != null && data.sign != "")
{
if (data.caseType == "IVA" || data.caseType == "CVA")
{
str = data.title + " to the voluntary arrangement of";
}
else
{
str = data.title;
}
str += Environment.NewLine + client.name;
XLDocument.UpdateBookmark("FAOBOML", str);
}
}
}
else
{
if (sender.crmID == "")
{
XLDocument.UpdateBookmark("Sender", sender.name);
XLDocument.UpdateBookmark("Sender2", sender.name);
}
else
{
string title = XLMain.Staff.GetJobTitle(sender);
string sndr = "";
sndr = sender.name;
sndr += Environment.NewLine + title;
XLDocument.UpdateBookmark("Sender", sndr);
XLDocument.UpdateBookmark("Sender2", sender.name);
//if (sender.emails != null)
//{
// XLDocument.UpdateBookmark("SenderEmail", "email: " + sender.emails[0].email.ToLower(), bold: 1, styleName: "ML Main");
//}
//else
//{
// XLDocument.UpdateBookmark("SenderEmail", "");
//}
}
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to deploy signature");
XLtools.LogException("DeploySignature", ex.ToString());
}
}
private void FaxTB_Leave(object sender, EventArgs e)
{
XLDocument.UpdateBookmark("Fax", FaxTB.Text);
}
private void GetAddressBtn_Click(object sender, EventArgs e)
{
try
{
ContForm myForm = new ContForm();
myForm.ShowDialog();
XLMain.Contact selectContact = myForm.selectedContact;
if (selectContact != null)
{
if (docType == "Letter")
{
if (selectContact.addresses != null)
{
allAddresses = selectContact.addresses;
addressesDDL.DataSource = allAddresses;
addressesDDL.DisplayMember = "address1";
addressesDDL.ValueMember = "addressBlock";
add = (XLMain.Address)addressesDDL.SelectedItem;
if (add != null)
{
addTB.Text = add.addressBlock;
}
}
}
else if (docType == "Fax")
{
XLMain.Number fax = XLMain.Number.GetNumber(client.crmID, "Fax");
if (fax != null)
{
FaxTB.Text = fax.number;
}
}
//Deal with salutations
if (selectContact.salutations != null)
{
SalDDL.DataSource = selectContact.salutations;
SalDDL.DisplayMember = "Salutation";
SalDDL.ValueMember = "Addressee";
sal = (XLMain.Salutation)SalDDL.SelectedItem;
if (sal != null)
{
AddresseeTB.Text = sal.addressee;
SalutationTb.Text = sal.salutation;
SalutationTb_Leave(this, null);
}
}
else
{
SalDDL.DataSource = null;
SalDDL.DisplayMember = "Salutation";
SalDDL.ValueMember = "Addressee";
AddresseeTB.Text = "";
SalutationTb.Text = "";
}
RevertBtn.Visible = true;
XLDocument.UpdateBookmark("Salutation", SalutationTb.Text);
XLDocument.UpdateBookmark("Addressee", AddresseeTB.Text);
XLDocument.UpdateBookmark("Addressee2", AddresseeTB.Text);
XLDocument.UpdateBookmark("Address", addTB.Text);
XLDocument.UpdateBookmark("Fax", FaxTB.Text);
}
else
{
MessageBox.Show("No address returned");
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to fetch contact");
XLtools.LogException("TaskPane-ContactBtn", ex.ToString());
}
}
private void DateTB_Leave(object sender, EventArgs e)
{
XLDocument.UpdateBookmark("Date", DateTB.Value.Date.ToString("d MMMM yyyy"));
}
private void SubjectTB_Leave(object sender, EventArgs e)
{
XLDocument.UpdateBookmark("Subject", SubjectTB.Text);
}
private void addTB_Leave(object sender, EventArgs e)
{
XLDocument.UpdateBookmark("Address", addTB.Text);
}
