private void RecentClientListBox_SelectedIndexChanged(object sender, EventArgs e)
{
XLMain.EntityCouplet selectedItem = (XLMain.EntityCouplet)RecentClientListBox.SelectedItem;
//to avoid another call to the database, pull from the list instead
selectedClient = clientList.Where(c => c.crmID == selectedItem.crmID).First();
this.Close();
}
private void ApproveBtn_Click(object sender, RibbonControlEventArgs e)
{
Outlook.MailItem email = ThisEmail();
email.Save();
XLMain.Client client = XLMain.Client.FetchClient(XLOutlook.ReadParameter("CrmID", email));
XLMain.Staff writer = XLMain.Staff.StaffFromUser(Environment.UserName);
if (XLantRibbon.staff.Count == 0)
{
XLantRibbon.staff = XLMain.Staff.AllStaff();
}
StaffSelectForm myForm = new StaffSelectForm(client, writer, XLantRibbon.staff);
myForm.ShowDialog();
XLMain.EntityCouplet staff = myForm.selectedStaff;
string commandfileloc = "";
string fileId = XLOutlook.ReadParameter("VCFileID", email);
commandfileloc = XLVirtualCabinet.Reindex(fileId, staff.name, status: "Approved", docDate: DateTime.Now.ToString("dd/MM/yyyy"));
XLVirtualCabinet.BondResult result = XLVirtualCabinet.LaunchCabi(commandfileloc, true);
if (result.ExitCode != 0)
{
MessageBox.Show("Reindex failed please complete manually.");
}
else
{
// Close the email in Outlook to prevent further changes that won't be saved to VC
email.Close(Microsoft.Office.Interop.Outlook.OlInspectorClose.olSave);
// Delete the email from the Drafts folder in Outlook
// email.Delete();
}
}
public static XLMain.Client GetClient(Outlook.MailItem email)
{
XLMain.Client selectClient = new XLMain.Client();
string strippedemails = EmailAddressesStr(email).ToString();
string strippedSubject = "";
if (email.Subject != null)
{
strippedSubject = email.Subject;
string[] embargoWords = { "Milsted Langdon", "Limited", "PLC", "Mr", "Mrs", "Miss", "the", "and", "A", "of", "Partnership", "LLP", "Liquidation", "Administration", "Bankruptcy", "individual", "voluntary arrangement", "accounts", "audit", "tax" };
foreach (string word in embargoWords)
{
strippedSubject = strippedSubject.Replace(word, "");
}
}
string query = "SELECT clientcrmid as crmid, display as name FROM [XLant].[dbo].[FuzzyClientSearch] (@param1,@param2) order by score desc";
ClientForm myForm = new ClientForm(query, strippedemails, strippedSubject, XLantRibbon.recentClients);
myForm.ShowDialog();
selectClient = myForm.selectedClient;
return(selectClient);
}
private void ClientListBox_SelectedIndexChanged(object sender, EventArgs e)
{
EntityCouplet selectedItem = (EntityCouplet)ClientListBox.SelectedItem;
selectedClient = XLMain.Client.FetchClient(selectedItem.crmID);
this.Close();
}
public static void MultiQuickIndex(Outlook.MailItem email, string folder)
{
try
{
XLant.XLVirtualCabinet.BondResult outcome = IndexEmail(email, folder);
// As the filing has been successfull, get the FileId returned from Bond via the Standard Output
if (outcome.ExitCode == 0)
{
string fileid = Regex.Match(outcome.StandardOutput, @"\d+").ToString();
XLVirtualCabinet.FileInfo info = XLVirtualCabinet.FileIndex(fileid);
DialogResult result = MessageBox.Show("Do you want to index another copy", "Index", MessageBoxButtons.YesNo);
while (result == DialogResult.Yes)
{
XLForms.ClientForm myForm = new ClientForm();
myForm.ShowDialog();
XLMain.Client client = myForm.selectedClient;
//update the cabinet based on the new client
string cabinet = XLVirtualCabinet.FileStore(client.manager.office, client.department);
info.Cabinet = cabinet;
//update the client field
foreach (XLVirtualCabinet.IndexPair pair in info.Indexes)
{
if (pair.index == "INDEX02")
{
pair.value = client.clientcode + " - " + client.name;
}
}
outcome = XLVirtualCabinet.IndexDocument(outcome.DocPath, info);
if (outcome.ExitCode == 0)
{
result = MessageBox.Show("Do you want to index another copy", "Index", MessageBoxButtons.YesNo);
continue;
}
else
{
MessageBox.Show("Unable to index document, please index manually. Error code: " + outcome.ExitCode.ToString() + "-" + outcome.StandardOutput.ToString());
break;
}
}
//update the tick box and category
UpdateVCTick(email);
//delete email from temp directory
if (File.Exists(outcome.DocPath))
{
File.Delete(outcome.DocPath);
}
}
else
{
Exception e = new Exception("Unable to index");
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to index email");
XLtools.LogException("MultiQuickIndex", ex.ToString());
}
}
public SelectForm(List <XLMain.EntityCouplet> ContList, XLMain.Client passedClient)
{
InitializeComponent();
this.CenterToParent();
client = passedClient;
ContactListBox.DisplayMember = "value";
ContactListBox.ValueMember = "crmId";
ContactListBox.DataSource = ContList;
}
public VCForm(XLMain.Staff writer, XLMain.Client clientPass, string docPathPass, string desc = "", string statusPass = "******", string docDatePass = null, string todo = "user", List <XLMain.EntityCouplet> staffList = null)
{
InitializeComponent();
this.CenterToParent();
client = clientPass;
docPath = docPathPass;
status = statusPass;
docDate = docDatePass ?? DateTime.Now.ToString("dd/MM/yyyy");
XLMain.Staff user = XLMain.Staff.StaffFromUser(Environment.UserName);
//Set the list of sections for the cabinet
List <string> sections = XLVirtualCabinet.SectionValues(client.manager.office, client.department);
if (sections != null)
{
FileSectionDDL.DataSource = sections;
}
//if one of the items is correspondence use it otherwise just pick number one.
try
{
FileSectionDDL.SelectedItem = "Correspondence";
}
catch
{
FileSectionDDL.SelectedIndex = 1;
}
DescTB.Text = desc;
//populate the sender
List <XLMain.EntityCouplet> users = XLtools.StaffList(user, client, true, userList: staffList);
if (todo == "user")
{
if (writer != null)
{
ToBeActionDDL.DataSource = users;
ToBeActionDDL.DisplayMember = "name";
ToBeActionDDL.ValueMember = "crmID";
ToBeActionDDL.SelectedItem = writer.crmID;
}
}
else
{
XLMain.EntityCouplet blank = new XLMain.EntityCouplet();
blank.crmID = "";
blank.name = "";
users.Insert(0, blank);
ToBeActionDDL.DataSource = users;
ToBeActionDDL.DisplayMember = "name";
ToBeActionDDL.ValueMember = "crmID";
ToBeActionDDL.SelectedItem = blank;
}
//Check for any sub-section
}
private void SearchBtn_Click_1(object sender, EventArgs e)
{
if (client == null || client.clientcode != CaseCodeTb.Text)
{
client = XLMain.Client.FetchClientFromCode(CaseCodeTb.Text);
}
string searchStr = SearchTB.Text;
Search("select name + ' - ' + address1 as display, id as CRMid from IPSContact('" + client.crmID + "') where name like '%" + searchStr + "%'");
}
//private static System.Threading.Timer timer;
public static XLant.XLVirtualCabinet.BondResult IndexEmail(Outlook.MailItem email, string folder)
{
try
{
XLMain.Client selectClient = new XLMain.Client();
selectClient = GetClient(email);
//Add CRMID to email for later use.
UpdateParameter("CrmID", selectClient.crmID, email);
//Collect data for indexing
XLMain.Staff user = XLMain.Staff.StaffFromUser(Environment.UserName);
string docPath = TempSave(email);
string docDate = DateTime.Now.ToString("dd/MM/yyyy");
//take a guess at the status
string status = "";
string desc = email.Subject;
if (folder.Contains("Inbox"))
{
status = "External";
docDate = CheckDate(email.ReceivedTime);
}
else if (folder.Contains("Sent"))
{
status = "Sent";
docDate = CheckDate(email.SentOn);
}
else
{
status = "Draft";
docDate = CheckDate(DateTime.Now);
}
if (XLantRibbon.staff.Count == 0)
{
XLantRibbon.staff = XLMain.Staff.AllStaff();
}
VCForm indexForm = new VCForm(user, selectClient, docPath, desc, status, docDate, "blank", XLantRibbon.staff);
indexForm.ShowDialog();
//collect result from form
XLVirtualCabinet.BondResult outcome = indexForm.outcome;
//add client to recent list
AddClienttoRecent(selectClient);
return(outcome);
}
catch (Exception ex)
{
MessageBox.Show("Unable to index e-mail");
XLtools.LogException("IndexEmail", ex.ToString());
return(null);
}
}
private static void AddClienttoRecent(XLMain.Client client)
{
//add client to list
XLantRibbon.recentClients.Insert(0, client);
//If the this has created a duplicate delete it
XLantRibbon.recentClients = XLantRibbon.recentClients.GroupBy(p => p.crmID).Select(g => g.First()).ToList();
//if now more than ten remove last
if (XLantRibbon.recentClients.Count > 10)
{
//remove the 11th item (NB 0 based index)
XLantRibbon.recentClients.RemoveAt(10);
}
}
public IPSContForm(XLMain.Client passClient, string initialQuery = "")
{
InitializeComponent();
this.CenterToParent();
if (passClient != null)
{
client = passClient;
CaseCodeTb.Text = client.clientcode;
}
if (initialQuery != "")
{
Search(initialQuery);
}
}
public SelectStaffForm(XLMain.Client client, XLMain.Staff sender, List <XLMain.EntityCouplet> staffList = null)
{
InitializeComponent();
this.CenterToParent();
//populate the sender
List <XLMain.EntityCouplet> users = new List <XLMain.EntityCouplet>();
users = XLtools.StaffList(sender, client, true, userList: staffList);
SelectDDL.DataSource = users;
SelectDDL.DisplayMember = "name";
SelectDDL.ValueMember = "crmID";
if (sender != null)
{
SelectDDL.SelectedItem = sender.crmID;
}
}
public VCForm(XLMain.Client recClient, MailItem recEmail)
{
InitializeComponent();
client = recClient;
email = recEmail;
//Get the information you can
//Collect data for filing
string desc = email.SenderName + "re:" + email.Subject;
DescTB.Text = desc;
//populate To Be Actioned by
XLMain.Staff staff = new XLMain.Staff();
staff = XLMain.Staff.StaffFromUser(Environment.UserName);
//populate the sender
List <XLMain.Staff> users = new List <XLMain.Staff>();
users = XLMain.Staff.AllStaff();
int i = 0;
//place current and connected users at the top of the list, could remove them elsewhere but seems no point
if (staff != null)
{
users.Insert(i, staff);
i += 1;
}
if (client.partner != null)
{
users.Insert(i, client.partner);
i += 1;
}
if (client.manager != null)
{
users.Insert(i, client.manager);
i += 1;
}
//add a blank in case there is no further action required
users.Insert(i, new XLMain.Staff());
//users.Insert(3, client.other); Other not yet part of client
ToBeActionDDL.DataSource = users;
ToBeActionDDL.DisplayMember = "name";
ToBeActionDDL.ValueMember = "crmID";
if (staff != null)
{
ToBeActionDDL.SelectedItem = staff;
}
if (client.department != "INS")
{
FileSectionDDL.Visible = false;
FileSectionlbl.Visible = false;
}
else
{
FileSectionDDL.Visible = true;
FileSectionlbl.Visible = true;
}
}
public static void IndexAttachments(Outlook.MailItem email)
{
if (email.Attachments.Count > 0)
{
XLVirtualCabinet.BondResult outcome = new XLVirtualCabinet.BondResult();
string fileid = "";
string docPath = "";
XLVirtualCabinet.FileInfo info = new XLVirtualCabinet.FileInfo();
for (int i = 1; i <= email.Attachments.Count; i++)
{
string folder = XLtools.TempPath();
if (i == 1)
{
email.Attachments[i].SaveAsFile(folder + email.Attachments[i].FileName);
XLMain.Client selectClient = GetClient(email);
//Collect data for indexing
XLMain.Staff user = XLMain.Staff.StaffFromUser(Environment.UserName);
docPath = folder + email.Attachments[i].FileName;
string docDate = DateTime.Now.ToString("dd/MM/yyyy");
string status = "External";
string desc = email.Attachments[i].FileName;
if (XLantRibbon.staff.Count == 0)
{
XLantRibbon.staff = XLMain.Staff.AllStaff();
}
VCForm indexForm = new VCForm(user, selectClient, docPath, desc, status, docDate, "blank", XLantRibbon.staff);
indexForm.ShowDialog();
//collect result from form
outcome = indexForm.outcome;
//get the details of the file.
fileid = Regex.Match(outcome.StandardOutput, @"\d+").ToString();
info = XLVirtualCabinet.FileIndex(fileid);
//add client to recent list
AddClienttoRecent(selectClient);
}
else
{
//save the next file
email.Attachments[i].SaveAsFile(folder + email.Attachments[i].FileName);
docPath = folder + email.Attachments[i].FileName;
foreach (XLVirtualCabinet.IndexPair pair in info.Indexes)
{
if (pair.index.ToUpper() == "INDEX03")
{
string d = email.Attachments[i].FileName;
//generate form for the description to be altered
SingleDataCaptureForm myForm = new SingleDataCaptureForm("Input Description", "Enter Description", d);
myForm.ShowDialog();
if (myForm.result == DialogResult.Cancel)
{
continue;
}
else
{
pair.value = myForm.data;
}
}
}
outcome = XLVirtualCabinet.IndexDocument(docPath, info);
}
}
MessageBox.Show("All Attachments Saved");
}
}
