/// <summary>
/// Loads the sales process.
/// </summary>
/// <param name="opportunityId">The opportunity id.</param>
private void LoadSalesProcess(string opportunityId)
{
ISalesProcesses salesProcess = Helpers.GetSalesProcess(opportunityId);
_salesProcess = salesProcess;
if (salesProcess != null)
{
IList <ISalesProcessAudit> list = salesProcess.GetSalesProcessAudits();
LoadStagesDropDown(list);
SalesProcessGrid.DataSource = list;
SalesProcessGrid.DataBind();
SetDDLSalesProcess(salesProcess.Name);
txtNumOfStepsCompleted.Value = Convert.ToString(salesProcess.NumberOfStepsCompleted());
txtCurrentSalesProcessName.Value = salesProcess.Name;
txtCurrentSalesProcessId.Value = salesProcess.Id.ToString();
}
else
{
LoadStagesDropDown(null);
List <ISalesProcessAudit> list = new List <ISalesProcessAudit>();
SalesProcessGrid.DataSource = list;
SalesProcessGrid.DataBind();
IUserOptionsService userOption = ApplicationContext.Current.Services.Get <IUserOptionsService>();
string defSalesProcess = userOption.GetCommonOption("cboSalesProcess", "OpportunityDefaults");
if (string.IsNullOrEmpty(defSalesProcess))
{
defSalesProcess = "NONE";
}
SetDDLSalesProcess(defSalesProcess);
txtNumOfStepsCompleted.Value = "0";
txtCurrentSalesProcessName.Value = String.Empty;
txtCurrentSalesProcessId.Value = String.Empty;
}
}
/// <summary>
/// Loads the sales process.
/// </summary>
/// <param name="opportunityId">The opportunity id.</param>
private void LoadSalesProcess(string opportunityId)
{
IOpportunity opp = EntityFactory.GetRepository <IOpportunity>().FindFirstByProperty("Id", opportunityId);
if (opp != null)
{
txtOpportunity.Text = opp.Description;
}
ISalesProcesses salesProcess = Sage.SalesLogix.SalesProcess.Helpers.GetSalesProcess(opportunityId);
_salesProcess = salesProcess;
if (salesProcess != null)
{
txtSalesProcess.Text = salesProcess.Name;
LoadSnapShot(salesProcess);
IList <ISalesProcessAudit> list = salesProcess.GetSalesProcessAudits();
grdStages.DataSource = list;
grdStages.DataBind();
}
else
{
List <ISalesProcessAudit> list = new List <ISalesProcessAudit>();
grdStages.DataSource = list;
grdStages.DataBind();
}
}
private void UpdateSnapShot()
{
ISalesProcesses salesProcess = Helpers.GetSalesProcess(this.EntityContext.EntityID.ToString());
this._salesProcess = salesProcess;
if (salesProcess != null)
{
IList <ISalesProcessAudit> list = salesProcess.GetSalesProcessAudits();
foreach (ISalesProcessAudit spAudit in list)
{
if (spAudit.ProcessType == "STAGE")
{
if (spAudit.IsCurrent == true)
{
LoadSnapShot(spAudit);
}
}
}
}
}
/// <summary>
/// Handles the SelectedIndexChanged event of the ddLSalesProcess control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="System.EventArgs"/> instance containing the event data.</param>
protected void ddLSalesProcess_SelectedIndexChanged(object sender, EventArgs e)
{
string opportunityId = this.EntityContext.EntityID.ToString();
string pluginID = ddLSalesProcess.SelectedItem.Value;
ISalesProcesses salesProcess = EntityFactory.Create <ISalesProcesses>();
salesProcess.InitSalesProcess(pluginID, opportunityId);
IPanelRefreshService refresher = PageWorkItem.Services.Get <IPanelRefreshService>();
this.UpdateSnapShot();
if (_salesProcess != null)
{
IList <ISalesProcessAudit> list = _salesProcess.GetSalesProcessAudits();
LoadStagesDropDown(list);
}
else
{
LoadStagesDropDown(null);
}
refresher.RefreshAll();
}
public static OpportunityRepresentation from(IOpportunity opp)
{
OpportunityRepresentation or = new OpportunityRepresentation();
or.ID = opp.Id.ToString();
or.Description = opp.Description;
or.EstimatedClose = opp.EstimatedClose ?? DateTime.Now;
or.Potential = opp.SalesPotential ?? 0;
or.Probability = opp.CloseProbability ?? 0;
or.Stage = opp.Stage;
or.NextStep = opp.NextStep;
or.DaysSinceLastActivity = opp.DaysSinceLastActivity;
IActivity act = getNextActivity(opp.Id.ToString());
if (act != null)
{
or.NextActivityId = act.Id.ToString();
or.NextActivityName = String.Format("{0} <{1}>", (act.Description ?? ""), act.StartDate.ToShortDateString());
}
ISalesProcesses sp = Sage.SalesLogix.SalesProcess.Helpers.GetSalesProcess(opp.Id.ToString());
if (sp != null)
{
IList <ISalesProcessAudit> list = sp.GetSalesProcessAudits();
foreach (ISalesProcessAudit spa in list)
{
if ((spa.ProcessType == "STAGE") && (spa.IsCurrent != null) && ((bool)spa.IsCurrent))
{
or.DaysInStage = sp.DaysInStage(spa.StageId);
//break;
}
if ((spa.ProcessType == "STEP") && (spa.IsCurrent != null) && ((bool)spa.IsCurrent))
{
or.NextStep = spa.StepName;
}
}
}
return(or);
}
/// <summary>
/// Loads the sales process.
/// </summary>
/// <param name="opportunityId">The opportunity id.</param>
private void LoadSalesProcess(string opportunityId)
{
IOpportunity opp = EntityFactory.GetById <IOpportunity>(opportunityId);
if (opp != null)
{
txtOpportunity.Text = opp.Description;
}
ISalesProcesses salesProcess = Helpers.GetSalesProcess(opportunityId);
_salesProcess = salesProcess;
if (salesProcess != null)
{
txtSalesProcess.Text = salesProcess.Name;
LoadSnapShot(salesProcess);
IList <ISalesProcessAudit> list = salesProcess.GetSalesProcessAudits();
var filteredList = new List <ISalesProcessAudit>();
foreach (var spAudit in list)
{
if (!(spAudit.ProcessType == "HEADER" ||
spAudit.ProcessType == "FOOTER" ||
spAudit.ProcessType == "STEP"))
{
filteredList.Add(spAudit);
}
}
grdStages.DataSource = filteredList;
grdStages.DataBind();
}
else
{
List <ISalesProcessAudit> list = new List <ISalesProcessAudit>();
grdStages.DataSource = list;
grdStages.DataBind();
}
}
