private void FollowUpsSummary() { bizActivity biz = new bizActivity(); int? FollowUpsCount = 0; int? FollowUpsOverdue = 0; decimal? SubmittedAmount = 0; int? SubmittedCount = 0; int? SubmittedOverdue = 0; bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"]; if (user == null) { return; } biz.FollowUpsSummary(user.UserName, ref FollowUpsCount, ref FollowUpsOverdue, ref SubmittedCount, ref SubmittedAmount, ref SubmittedOverdue); this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?1?", FollowUpsCount.ToString()); if (this.Environment == "Production") { this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?2?", "<span class='header-line2-due'>(" + FollowUpsOverdue.ToString() + " due)</span>"); this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?3?", "<span style='font-weight:bold;'>" + string.Format("{0:c}", SubmittedAmount) + "</span>"); this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?4?", "<span style='font-weight:bold;'>" + SubmittedCount.ToString() + "</span>"); this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?5?", "<span class='header-line2-due'>(" + SubmittedOverdue.ToString() + " due)</span>"); } else { this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?2?", "<span class='header-line2-due-alt'>(" + FollowUpsOverdue.ToString() + " due)</span>"); this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?3?", "<span style='font-weight:bold;'>" + string.Format("{0:c}", SubmittedAmount) + "</span>"); this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?4?", "<span style='font-weight:bold;'>" + SubmittedCount.ToString() + "</span>"); this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?5?", "<span class='header-line2-due-alt'>(" + SubmittedOverdue.ToString() + " due)</span>"); } }
private void PopuplateFollowUpsSummary() { bizActivity biz = new bizActivity(); int? FollowUpsCount = 0; int? FollowUpsOverdue = 0; decimal? SubmittedAmount = 0; int? SubmittedCount = 0; int? SubmittedOverdue = 0; bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"]; if (user == null) { return; } var allString = "(All)"; List <sp_web_FollowUpsResult> d1 = biz.GetFollowUps(user.UserName, 0, 0, -1, string.Join(",", new string[] { Enums.ActivityActions.Qualify.ToString(), Enums.ActivityActions.Recognise.ToString() }), allString, allString, true); List <sp_web_FollowUpsResult> d2 = biz.GetFollowUps(user.UserName, 0, 0, -1, string.Join(",", new string[] { Enums.ActivityActions.Contact.ToString(), Enums.ActivityActions.Discover.ToString(), Enums.ActivityActions.Respond.ToString() }), allString, allString, false); List <sp_web_FollowUpsResult> d3 = biz.GetFollowUps(user.UserName, 0, 0, -1, string.Join(",", new string[] { Enums.ActivityActions.Agree.ToString(), Enums.ActivityActions.Process.ToString() }), allString, allString, false); var _allQualify = d1; var _allRespond = d2.Where(x => x.FollowUpDate >= CalenderUtilities.CutOffDate).ToList(); var _allComplete = d3; var allOpportunities = _allQualify.Concat(_allRespond).Concat(_allComplete).Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate).ToList(); var quoted = _allRespond.Sum(x => (x.NetBrokerageQuoted.HasValue) ? x.NetBrokerageQuoted : 0); FollowUpsCount = allOpportunities.Count; FollowUpsOverdue = allOpportunities.Where(x => x.FollowUpDate < DateTime.Today.Date).Count(); SubmittedAmount = quoted; SubmittedCount = _allRespond.Count; SubmittedOverdue = _allRespond.Where(x => x.FollowUpDate < DateTime.Today.Date).Count(); // biz.FollowUpsSummary(user.UserName, ref FollowUpsCount, ref FollowUpsOverdue, ref SubmittedCount, ref SubmittedAmount, ref SubmittedOverdue); this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?1?", FollowUpsCount.ToString()); if (this.Environment == "Production") { this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?2?", "<span class='header-line2-due'>(" + FollowUpsOverdue.ToString() + " due)</span>"); this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?3?", "<span style='font-weight:bold;'>" + string.Format("{0:c}", SubmittedAmount) + "</span>"); this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?4?", "<span style='font-weight:bold;'>" + SubmittedCount.ToString() + "</span>"); this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?5?", "<span class='header-line2-due'>(" + SubmittedOverdue.ToString() + " due)</span>"); } else { this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?2?", "<span class='header-line2-due-alt'>(" + FollowUpsOverdue.ToString() + " due)</span>"); this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?3?", "<span style='font-weight:bold;'>" + string.Format("{0:c}", SubmittedAmount) + "</span>"); this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?4?", "<span style='font-weight:bold;'>" + SubmittedCount.ToString() + "</span>"); this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?5?", "<span class='header-line2-due-alt'>(" + SubmittedOverdue.ToString() + " due)</span>"); } }
protected void btnInactivate_Click(object sender, EventArgs e) { try { bizActivity biz = new bizActivity(); if (biz.SetToInactive(int.Parse(Request.QueryString["aid"])) == true) { PopulateActivityDetails(); } this.ucMessanger1.ProcessMessages(biz.MSGS, true); } catch (Exception ex) { bizLog.InsertExceptionLog(ex); Response.Redirect("~/ErrorPage.aspx", false); } }
private void PopulateOpportunityStatusesQuickWin() { //current status bizActivity bizA = new bizActivity(); Status cs = bizA.GetStatusByName("Accepted"); this.lblOpportunityStatus.Text = cs.StatusName; //next status List <Status> ns = bizA.GetNextStatuses(cs.StatusID); this.lblNextActivity.Text = ""; foreach (Status s in ns) { this.lblNextActivity.Text += s.StatusName + ","; } char[] charsToTrim = { ',' }; this.lblNextActivity.Text = this.lblNextActivity.Text.TrimEnd(charsToTrim); }
private void PopulateOpportunityStatuses() { //current status bizActivity bizA = new bizActivity(); Status ins = bizA.GetInitialStatus(); this.ucMessanger1.ProcessMessages(bizA.MSGS, true); this.lblOpportunityStatus.Text = ins.StatusName; //next status List <Status> ns = bizA.GetNextStatuses(ins.StatusID); this.lblNextActivity.Text = ""; foreach (Status s in ns) { this.lblNextActivity.Text += s.StatusName + ","; } char[] charsToTrim = { ',' }; this.lblNextActivity.Text = this.lblNextActivity.Text.TrimEnd(charsToTrim); }
private void InsertQuickCall() { Client c = new Client(); bizClient biz = new bizClient(); //CLIENT// //general c.Inactive = false; bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"]; c.AccountExecutiveID = user.UserName; c.ClientCode = this.txtClientCode.Text; c.ClientName = this.txtClientName.Text; c.RegisteredName = this.txtRegisteredName.Text; //c.InsuredName = this.txtInsuredName.Text; if (this.txtABNACN.Text != "") { c.ABNACN = this.txtABNACN.Text; } c.Source = this.txtSource.Text; c.OfficeFacsimilie = this.txtOfficeFacsimilie.Text; c.OfficePhone = this.txtOfficePhone.Text; //address if (this.txtAddress.Text != "") { c.Address = this.txtAddress.Text; } if (this.rblAddressTypes.SelectedIndex == 0) { if (this.ucAUPSS1.PostCode != "") { c.PostCode = this.ucAUPSS1.PostCode; } if (this.ucAUPSS1.StateCode != "") { c.StateCode = this.ucAUPSS1.StateCode; } if (this.ucAUPSS1.Suburb != "") { c.Location = this.ucAUPSS1.Suburb; } } //industry if (this.lstIndustry.SelectedValue != "") { c.AnzsicCode = this.lstIndustry.SelectedValue; } if (this.ddlAssociation.SelectedValue != "") { c.AssociationCode = this.ddlAssociation.SelectedValue; } c.AssociationMemberNumber = this.txtAssociationMemberNumber.Text; //audit c.AddedBy = bizUser.GetCurrentUserName(); c.Added = DateTime.Now; if (biz.ValidateClient(c) == false) { this.ucMessanger1.ProcessMessages(biz.MSGS, true); return; } //CONTACT// Contact cl = new Contact(); bizContact bizC = new bizContact(); if (this.ckbAddContact.Checked == true) { //general cl.ContactName = this.txtContactName.Text; cl.Title = this.ddlTitle.SelectedValue; cl.Mobile = this.txtMobile.Text; cl.DirectLine = this.txtDirectLine.Text; cl.Email = this.txtEmail.Text; //audit cl.AddedBy = bizUser.GetCurrentUserName(); cl.Added = DateTime.Now; } if (this.ckbAddContact.Checked == true) { if (bizC.ValidateContact(cl) == false) { this.ucMessanger1.ProcessMessages(bizC.MSGS, true); return; } c.Contacts.Add(cl); } //OPPORTUNITY// Opportunity o = new Opportunity(); bizOpportunity bizO = new bizOpportunity(); //general o.OpportunityName = this.txtOpportunityName.Text; if (this.txtOpportunityDue.Text != "") { o.OpportunityDue = DateTime.Parse(this.txtOpportunityDue.Text); } o.IncumbentBroker = this.txtIncumbentBroker.Text; o.IncumbentInsurer = this.txtIncumbentInsurer.Text; if (this.ddlClassification.SelectedValue != "") { o.ClassificationID = int.Parse(this.ddlClassification.SelectedValue); } if (this.ddlBusinessType.SelectedValue != "") { o.BusinessTypeID = int.Parse(this.ddlBusinessType.SelectedValue); } if (this.ddlFlagged.SelectedValue != "") { o.Flagged = bool.Parse(this.ddlFlagged.SelectedValue); } //o.NetBrokerageQuoted = decimal.Parse(this.txtNetBrokerageQuoted.Text); //o.NetBrokerageActual = decimal.Parse(this.txtNetBrokerageActual.Text); //audit o.AddedBy = bizUser.GetCurrentUserName(); o.Added = DateTime.Now; if (bizO.ValidateQuickQuoteOpportunity(o) == false) { this.ucMessanger1.ProcessMessages(bizO.MSGS, true); return; } c.Opportunities.Add(o); //ACTIVITY// bizActivity bizA = new bizActivity(); char ot = 'S'; List <sp_web_ListStatusesByOutcomeTypeResult> ss = bizA.ListStatusesByOutcomeType(ot); foreach (var s in ss) { Activity na = new Activity(); //general na.OpportunityStatusID = s.StatusID; if (this.txtFollowUpDate.Text != "") { na.FollowUpDate = DateTime.Parse(this.txtFollowUpDate.Text); } na.Inactive = false; if (s.StatusName == "Go-to-Market") { na.ActivityNote = this.txtActivityNote.Text; } else { na.ActivityNote = "Quick call"; } //audit na.AddedBy = bizUser.GetCurrentUserName(); na.Added = DateTime.Now; o.Activities.Add(na); if (s.StatusName == "Go-to-Market") { break; } } foreach (Activity na in o.Activities) { if (bizA.ValidateActivity(na, true) == false) { this.ucMessanger1.ProcessMessages(bizA.MSGS, true); return; } } int oid = biz.InsertClient(c); if (oid != 0) { this.ucMessanger1.ProcessMessages(biz.MSGS, true); Response.Redirect("ViewClient.aspx?cid=" + oid.ToString(), false); } this.ucMessanger1.ProcessMessages(biz.MSGS, true); }
protected void btnSave_Click(object sender, EventArgs e) { try { this.ucMessanger1.ClearMessages(); this.ucMessanger1.UnmarkControls(); if (this.UIValidation() == false) { return; } bizActivity biz = new bizActivity(); Activity a = biz.GetActivity(int.Parse(Request.QueryString["aid"])); this.ucMessanger1.ProcessMessages(biz.MSGS, true); //general if (this.txtFollowUpDate.Text != "") { a.FollowUpDate = DateTime.Parse(this.txtFollowUpDate.Text); } else { a.FollowUpDate = null; } if (this.ddlContact.SelectedValue != "") { a.ContactID = int.Parse(this.ddlContact.SelectedValue); } else { a.ContactID = null; } a.ActivityNote = this.txtActivityNote.Text; a.Inactive = false; //additional switch (this.lblActivityStatus.Text) { case "Identified": break; case "Qualified-in": break; case "Qualified-out": a.Opportunity.DateCompleted = DateTime.Parse(this.txtDateCompleted.Text); break; case "Interested": a.Opportunity.OpportunityDue = DateTime.Parse(this.txtOpportunityDue.Text); a.Opportunity.IncumbentBroker = this.txtIncumbentBroker.Text; a.Opportunity.IncumbentInsurer = this.txtIncumbentInsurer.Text; a.Opportunity.ClassificationID = int.Parse(this.ddlClassification.SelectedValue); break; case "Not Interested": a.Opportunity.DateCompleted = DateTime.Parse(this.txtDateCompleted.Text); break; case "Go-to-Market": break; case "Revisit next year": a.Opportunity.DateCompleted = DateTime.Parse(this.txtDateCompleted.Text); break; case "Quoted": a.Opportunity.NetBrokerageQuoted = decimal.Parse(this.txtNetBrokerageQuoted.Text); break; case "Can't Place": a.Opportunity.DateCompleted = DateTime.Parse(this.txtDateCompleted.Text); break; case "Accepted": a.Opportunity.NetBrokerageActual = decimal.Parse(this.txtNetBrokerageActual.Text); break; case "Lost": a.Opportunity.DateCompleted = DateTime.Parse(this.txtDateCompleted.Text); break; case "Processed": a.Opportunity.DateCompleted = DateTime.Parse(this.txtDateCompleted.Text); a.Opportunity.MemoNumber = this.txtMemoNumber.Text; a.Opportunity.Client.ClientCode = this.txtClientCode.Text; break; default: // all pending statuses break; } //audit a.ModifiedBy = bizUser.GetCurrentUserName(); a.Modified = DateTime.Now; //action if (biz.ValidateActivity(a) == false) { this.ucMessanger1.ProcessMessages(biz.MSGS, true); return; } if (biz.UpdateActivity(a, a.Opportunity) == true) { this.ucMessanger1.ProcessMessages(biz.MSGS, true); Response.Redirect("ViewActivity.aspx?cid=" + Request.QueryString["cid"] + "&oid=" + Request.QueryString["oid"] + "&aid=" + Request.QueryString["aid"] , false); } this.ucMessanger1.ProcessMessages(biz.MSGS, true); } catch (Exception ex) { bizLog.InsertExceptionLog(ex); Response.Redirect("~/ErrorPage.aspx", false); } }
private bool UIValidation() { bizMessage bizM = new bizMessage(); if (this.lblActivityStatus.Text == "") { this.ucMessanger1.ProcessMessage("Stage of Sales / Aspire Cycle: " + bizM.GetMessageText("ValueNotSelected"), Enums.enMsgType.Err, "OpportunityStatus", typeof(DropDownList), true); return(false); } bizActivity biz = new bizActivity(); if (biz.GetStatusByID(int.Parse(this.hidStatusID.Value)).OutcomeType != "C") { if (this.txtFollowUpDate.Text == "") { this.ucMessanger1.ProcessMessage("Follow Up Date: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "FollowUpDate", typeof(TextBox), true); return(false); } } if (this.txtFollowUpDate.Text != "") { DateTime result; if (DateTime.TryParse(this.txtFollowUpDate.Text, out result) == false) { this.ucMessanger1.ProcessMessage("Follow Up Date: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "FollowUpDate", typeof(TextBox), true); return(false); } } switch (this.lblActivityStatus.Text) { case "Identified": break; case "Qualified-in": break; case "Qualified-out": if (this.txtDateCompleted.Text == "") { this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true); return(false); } else { DateTime res; if (DateTime.TryParse(this.txtDateCompleted.Text, out res) == false) { this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true); return(false); } } break; case "Interested": DateTime result; if (this.txtOpportunityDue.Text == "") { this.ucMessanger1.ProcessMessage("Renewal Date: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "OpportunityDue", typeof(TextBox), true); return(false); } else { if (DateTime.TryParse(this.txtOpportunityDue.Text, out result) == false) { this.ucMessanger1.ProcessMessage("Renewal Date: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "OpportunityDue", typeof(TextBox), true); return(false); } } if (this.ddlClassification.SelectedValue == "") { this.ucMessanger1.ProcessMessage("CSS Segment: " + bizM.GetMessageText("ValueNotSelected"), Enums.enMsgType.Err, "Classification", typeof(DropDownList), true); return(false); } break; case "Not Interested": if (this.txtDateCompleted.Text == "") { this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true); return(false); } else { DateTime res; if (DateTime.TryParse(this.txtDateCompleted.Text, out res) == false) { this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true); return(false); } } break; case "Go-to-Market": break; case "Revisit next year": if (this.txtDateCompleted.Text == "") { this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true); return(false); } else { DateTime res; if (DateTime.TryParse(this.txtDateCompleted.Text, out res) == false) { this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true); return(false); } } break; case "Quoted": if (this.txtNetBrokerageQuoted.Text == "") { this.ucMessanger1.ProcessMessage("Expected OAMPS income Quoted: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "NetBrokerageQuoted", typeof(TextBox), true); return(false); } else { decimal res; if (Decimal.TryParse(this.txtNetBrokerageQuoted.Text, out res) == false) { this.ucMessanger1.ProcessMessage("Expected OAMPS income Quoted: " + bizM.GetMessageText("FieldNotDecimal"), Enums.enMsgType.Err, "NetBrokerageQuoted", typeof(TextBox), true); return(false); } } break; case "Can't Place": if (this.txtDateCompleted.Text == "") { this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true); return(false); } else { DateTime res; if (DateTime.TryParse(this.txtDateCompleted.Text, out res) == false) { this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true); return(false); } } break; case "Accepted": if (this.txtNetBrokerageActual.Text == "") { this.ucMessanger1.ProcessMessage("Expected OAMPS income Actual: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "NetBrokerageActual", typeof(TextBox), true); return(false); } else { decimal res; if (Decimal.TryParse(this.txtNetBrokerageActual.Text, out res) == false) { this.ucMessanger1.ProcessMessage("Expected OAMPS income Actual: " + bizM.GetMessageText("FieldNotDecimal"), Enums.enMsgType.Err, "NetBrokerageActual", typeof(TextBox), true); return(false); } } break; case "Lost": if (this.txtDateCompleted.Text == "") { this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true); return(false); } else { DateTime res; if (DateTime.TryParse(this.txtDateCompleted.Text, out res) == false) { this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true); return(false); } } break; case "Processed": if (this.txtDateCompleted.Text == "") { this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true); return(false); } else { DateTime res; if (DateTime.TryParse(this.txtDateCompleted.Text, out res) == false) { this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true); return(false); } } if (this.txtMemoNumber.Text == "") { this.ucMessanger1.ProcessMessage("Memo Number: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "MemoNumber", typeof(TextBox), true); return(false); } if (this.txtClientCode.Text == "") { this.ucMessanger1.ProcessMessage("Client Code: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "ClientCode", typeof(TextBox), true); return(false); } break; default: // all pending statuses break; } return(true); }
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 InsertQuickCall() { Opportunity o = new Opportunity(); bizOpportunity biz = new bizOpportunity(); //OPPORTUNITY// o.ClientID = int.Parse(Request.QueryString["cid"]); o.Inactive = false; o.Flagged = false; o.OpportunityName = this.txtOpportunityName.Text; if (this.txtOpportunityDue.Text != "") { o.OpportunityDue = DateTime.Parse(this.txtOpportunityDue.Text); } o.IncumbentBroker = this.txtIncumbentBroker.Text; o.IncumbentInsurer = this.txtIncumbentInsurer.Text; if (this.ddlClassification.SelectedValue != "") { o.ClassificationID = int.Parse(this.ddlClassification.SelectedValue); } if (this.ddlBusinessType.SelectedValue != "") { o.BusinessTypeID = int.Parse(this.ddlBusinessType.SelectedValue); } if (this.ddlContact.SelectedValue != "") { o.ContactID = int.Parse(this.ddlContact.SelectedValue); } //audit o.AddedBy = bizUser.GetCurrentUserName(); o.Added = DateTime.Now; if (biz.ValidateQuickQuoteOpportunity(o) == false) { this.ucMessanger1.ProcessMessages(biz.MSGS, true); return; } //ACTIVITY// bizActivity bizA = new bizActivity(); char ot = 'S'; List <sp_web_ListStatusesByOutcomeTypeResult> ss = bizA.ListStatusesByOutcomeType(ot); foreach (var s in ss) { Activity na = new Activity(); //general na.OpportunityStatusID = s.StatusID; if (this.txtFollowUpDate.Text != "") { na.FollowUpDate = DateTime.Parse(this.txtFollowUpDate.Text); } na.Inactive = false; if (s.StatusName == "Go-to-Market") { na.ActivityNote = this.txtActivityNote.Text; } else { na.ActivityNote = "Quick call"; } //audit na.AddedBy = bizUser.GetCurrentUserName(); na.Added = DateTime.Now; o.Activities.Add(na); if (s.StatusName == "Go-to-Market") { break; } } foreach (Activity na in o.Activities) { if (bizA.ValidateActivity(na) == false) { this.ucMessanger1.ProcessMessages(bizA.MSGS, true); return; } } int oid = biz.InsertOpportunity(o); if (oid != 0) { Response.Redirect("ViewClient.aspx?cid=" + Request.QueryString["cid"], false); } this.ucMessanger1.ProcessMessages(biz.MSGS, true); }
private void Insert() { Opportunity o = new Opportunity(); bizOpportunity biz = new bizOpportunity(); //general opportunity o.ClientID = int.Parse(Request.QueryString["cid"]); o.Inactive = false; o.Flagged = false; o.OpportunityName = this.txtOpportunityName.Text; if (this.txtOpportunityDue.Text != "") { o.OpportunityDue = DateTime.Parse(this.txtOpportunityDue.Text); } o.IncumbentBroker = this.txtIncumbentBroker.Text; o.IncumbentInsurer = this.txtIncumbentInsurer.Text; if (this.ddlClassification.SelectedValue != "") { o.ClassificationID = int.Parse(this.ddlClassification.SelectedValue); } if (this.ddlBusinessType.SelectedValue != "") { o.BusinessTypeID = int.Parse(this.ddlBusinessType.SelectedValue); } if (this.ddlContact.SelectedValue != "") { o.ContactID = int.Parse(this.ddlContact.SelectedValue); } //audit o.AddedBy = bizUser.GetCurrentUserName(); o.Added = DateTime.Now; //general activity Activity na = new Activity(); bizActivity bizA = new bizActivity(); na.OpportunityStatusID = bizA.GetInitialStatus().StatusID; if (this.txtFollowUpDate.Text != "") { na.FollowUpDate = DateTime.Parse(this.txtFollowUpDate.Text); } na.Inactive = false; na.ActivityNote = ""; //audit na.AddedBy = bizUser.GetCurrentUserName(); na.Added = DateTime.Now; //action if (biz.ValidateOpportunity(o) == false) { this.ucMessanger1.ProcessMessages(biz.MSGS, true); return; } o.Activities.Add(na); int oid = biz.InsertOpportunity(o); if (oid != 0) { Response.Redirect("ViewClient.aspx?cid=" + Request.QueryString["cid"], false); } this.ucMessanger1.ProcessMessages(biz.MSGS, true); }
private void PopulateActivityDetails() { bizMessage bizM = new bizMessage(); bizSetting bizS = new bizSetting(); bizActivity biz = new bizActivity(); //status this.ddlOpportunityStatus.Items.Add(new ListItem("-- Please Select --", "")); List <sp_web_ListNextOpportunityStatusesResult> ss = biz.ListNextOpportunityStatuses(int.Parse(Request.QueryString["oid"])); foreach (sp_web_ListNextOpportunityStatusesResult s in ss) { this.ddlOpportunityStatus.Items.Add(new ListItem(s.StatusName, s.StatusID.ToString())); } if (ss.Count == 0) // pending { List <sp_web_ListCurrentOpportunityStatusesResult> cs = biz.ListCurrentOpportunityStatuses(int.Parse(Request.QueryString["oid"])); foreach (sp_web_ListCurrentOpportunityStatusesResult s in cs) { this.ddlOpportunityStatus.Items.Add(new ListItem(s.StatusName, s.StatusID.ToString())); } } //bizClient bizC = new bizClient(); //Client cc = bizC.GetClient(int.Parse(Request.QueryString["cid"])); //sp_web_GetUserByIDResult exec = bizC.GetAccountExecutive(cc.AccountExecutiveID); //this.ucMessanger1.ProcessMessages(bizC.MSGS, false); //bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"]; //switch (user.Role) //{ // case (int)Enums.enUserRole.Executive: // if (user.Branch == exec.Branch) // { // if (user.DisplayName != exec.DisplayName) // { // this.btnSave.Enabled = false; // this.btnInactive.Enabled = false; // } // } // else // { // Response.Redirect("~/FindClient.aspx", false); // return; // } // break; // case (int)Enums.enUserRole.Branch: // if (user.Branch != exec.Branch) // { // Response.Redirect("~/FindClient.aspx", false); // return; // } // break; // case (int)Enums.enUserRole.Region: // if (user.Region == exec.Region) // { // this.btnSave.Enabled = false; // this.btnInactive.Enabled = false; // } // else // { // Response.Redirect("~/FindClient.aspx", false); // return; // } // break; // case (int)Enums.enUserRole.Company: // this.btnSave.Enabled = false; // this.btnInactive.Enabled = false; // break; // case (int)Enums.enUserRole.Administrator: // // full access // break; //} }
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(); /* * */ }
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 = @" \;"; 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(); }
private void PopulateFollowUps() { var bizM = new bizMessage(); if (Session["USER"] == null) { ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true); return; } var user = (bizUser.enGageUser)Session["USER"]; var biz = new bizActivity(); bool isRegion, isBranch, isAll; isRegion = isBranch = isAll = false; GridUtilities.SetUserAllowedOpportunities(user, ref isRegion, ref isBranch, ref isAll); var d1 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue), int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Recognise", ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll); var d2 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue), int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Qualify", ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll); var d3 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue), int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Contact", ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll); var d4 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue), int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Discover", ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll); var d5 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue), int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Respond", ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll); var d6 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue), int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Agree", ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll); var d7 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue), int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Process", ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll); _allIdentify = d1.Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate).ToList(); _allQualify = d2.Concat(d1) .Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate) .ToList(); _allRespond = d3.Concat(d4) .Concat(d5) .Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate) .ToList(); _allComplete = d6.Concat(d7) .Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate) .ToList(); // get the summary matrix for opprtunities decimal?estimated = 0, quoted = 0, actual = 0; int? noOfOpportunities = 0; estimated = _allQualify.Sum(x => (x.NetBrokerageEstimated.HasValue) ? x.NetBrokerageEstimated : 0); quoted = _allRespond.Sum(x => (x.NetBrokerageQuoted.HasValue) ? x.NetBrokerageQuoted : 0); actual = _allComplete.Sum(x => (x.NetBrokerageActual.HasValue) ? x.NetBrokerageActual : 0); //biz.FollowUpsMatrix(user.UserName, string.Join(",", new string[] { Enums.ActivityActions.Qualify.ToString(), Enums.ActivityActions.Recognise.ToString() }),false,CalenderUtilities.CutOffDate, ref noOfOpportunities, ref estimated, ref quoted, ref actual); setFollowUpMatrix(lblQualifyMatrix, estimated, actual, _allQualify.Count, Enums.ActivityActions.Qualify.ToString()); //biz.FollowUpsMatrix(user.UserName, string.Join(",", new string[] { Enums.ActivityActions.Contact.ToString(), Enums.ActivityActions.Discover.ToString(), Enums.ActivityActions.Respond.ToString() }),false,CalenderUtilities.CutOffDate, ref noOfOpportunities, ref estimated, ref quoted, ref actual); setFollowUpMatrix(lblRespondMatrix, quoted, actual, _allRespond.Count, Enums.ActivityActions.Contact.ToString()); //biz.FollowUpsMatrix(user.UserName, string.Join(",", new string[] { Enums.ActivityActions.Agree.ToString(), Enums.ActivityActions.Process.ToString() }),false,CalenderUtilities.CutOffDate, ref noOfOpportunities, ref estimated, ref quoted, ref actual); setFollowUpMatrix(lblCompleteMatrix, quoted, actual, _allComplete.Count, Enums.ActivityActions.Agree.ToString()); //this.grvIdentified.DataSource = allIdentify; //this.ucMessanger1.ProcessMessages(biz.MSGS, true); //this.grvIdentified.DataBind(); grvQualifiedIn.DataSource = _allQualify; ucMessanger1.ProcessMessages(biz.MSGS, true); grvQualifiedIn.DataBind(); grvInterested.DataSource = _allRespond; ucMessanger1.ProcessMessages(biz.MSGS, true); grvInterested.DataBind(); grvAccepted.DataSource = _allComplete; ucMessanger1.ProcessMessages(biz.MSGS, true); grvAccepted.DataBind(); // combine all results to have a filtered summery for the week var allFollowups = d1.Concat(d2) .Concat(d3) .Concat(d4) .Concat(d5) .Concat(d6) .Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate) .ToList(); ; var weekStartDate = (DateTime.Now.AddDays(-(DateTime.Now.DayOfWeek - DayOfWeek.Monday))); var weekEndDate = weekStartDate.AddDays(6); var weeklyFilteredFollowUps = allFollowups.Where(x => { return(((x.FollowUpDate.HasValue) ? (x.FollowUpDate.Value.Date >= weekStartDate.Date && x.FollowUpDate.Value.Date <= weekEndDate.Date) : false) || ((x.OpportunityDue.HasValue) ? DateTime.Now.Date >= x.OpportunityDue.Value.Date : false ) ); }).ToList(); grvSummary.DataSource = weeklyFilteredFollowUps; ucMessanger1.ProcessMessages(biz.MSGS, true); grvSummary.DataBind(); // change the way the gridview displays the header AlterGridRendering(grvSummary); AlterGridRendering(grvQualifiedIn); AlterGridRendering(grvInterested); AlterGridRendering(grvAccepted); if (weeklyFilteredFollowUps.Count() <= grvSummary.PageSize) { lnkSeeAll0.Enabled = false; } else { lnkSeeAll0.Enabled = true; } lblQualifiedIn.Text = "Qualifying"; // + _allQualify.Count.ToString() + " active)"; lnkSeeAll2.Enabled = true; lblInterested.Text = "Responding"; // + _allRespond.Count.ToString() + " active)"; lnkSeeAll3.Enabled = true; lblAccepted.Text = "Completing"; // + _allComplete.Count.ToString() + " active)"; lnkSeeAll6.Enabled = true; }
private void PopulateActivityDetails() { bizMessage bizM = new bizMessage(); bizSetting bizS = new bizSetting(); bizActivity biz = new bizActivity(); Activity a; a = biz.GetActivity(Convert.ToInt32(Request.QueryString["aid"])); this.ucMessanger1.ProcessMessages(biz.MSGS, true); if (a == null) { return; } //general this.lblActivityStatus.Text = a.Status.StatusName; this.hidStatusID.Value = a.OpportunityStatusID.ToString(); this.txtActivityNote.Text = a.ActivityNote; this.txtFollowUpDate.Text = string.Format("{0:dd/MM/yyyy}", a.FollowUpDate); if (a.ContactID.HasValue == true) { this.ddlContact.SelectedValue = a.ContactID.ToString(); } //audit ((Main)Master).HeaderDetails = "Activity added by " + bizActiveDirectory.GetUserFullName(a.AddedBy) + " (" + string.Format("{0:dd-MMM-yy}", a.Added) + ")"; if (a.Modified.HasValue == true) { ((Main)Master).HeaderDetails += " / modified by " + bizActiveDirectory.GetUserFullName(a.ModifiedBy) + " (" + string.Format("{0:dd-MMM-yy}", a.Modified.Value) + ")"; } ////inactive //if (a.Inactive == true) //{ // //general // this.ddlOpportunityStatus.Enabled = false; // this.txtActivityNote.Enabled = false; // this.txtFollowUpDate.Enabled = false; // this.btnFollowUpDate.Enabled = false; // this.txtFollowUpNote.Enabled = false; // //additional // this.txtIncumbentBroker.Enabled = false; // this.txtIncumbentInsurer.Enabled = false; // this.ddlClassification.Enabled = false; // this.txtNetBrokerageQuoted.Enabled = false; // this.txtNetBrokerageActual.Enabled = false; // this.txtDateCompleted.Enabled = false; // this.btnDateCompleted.Enabled = false; // this.txtMemoNumber.Enabled = false; // this.txtClientCode.Enabled = false; // //buttons // this.btnSave.Enabled = false; //} }
private void PopulateFollowUps() { bizMessage bizM = new bizMessage(); if (Session["USER"] == null) { this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true); return; } bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"]; bizActivity biz = new bizActivity(); var u = bizUser.GetAccountExecutiveIdBySmiUserName(ddlExecutive.SelectedValue); List <sp_web_FollowUpsResult> d1 = biz.GetFollowUps(u, int.Parse(this.ddlOAMPSIncome.SelectedValue), int.Parse(this.ddlBusinessType.SelectedValue), int.Parse(this.ddlFlagged.SelectedValue), string.Join(",", new string[] { Enums.ActivityActions.Qualify.ToString(), Enums.ActivityActions.Recognise.ToString() }), ddlRegion.SelectedValue, ddlBranch.SelectedValue, false); List <sp_web_FollowUpsResult> d2 = biz.GetFollowUps(u, int.Parse(this.ddlOAMPSIncome.SelectedValue), int.Parse(this.ddlBusinessType.SelectedValue), int.Parse(this.ddlFlagged.SelectedValue), string.Join(",", new string[] { Enums.ActivityActions.Contact.ToString(), Enums.ActivityActions.Discover.ToString(), Enums.ActivityActions.Respond.ToString() }), ddlRegion.SelectedValue, ddlBranch.SelectedValue, false); List <sp_web_FollowUpsResult> d3 = biz.GetFollowUps(u, int.Parse(this.ddlOAMPSIncome.SelectedValue), int.Parse(this.ddlBusinessType.SelectedValue), int.Parse(this.ddlFlagged.SelectedValue), string.Join(",", new string[] { Enums.ActivityActions.Agree.ToString(), Enums.ActivityActions.Process.ToString() }), ddlRegion.SelectedValue, ddlBranch.SelectedValue, false); //_allIdentify = d1.Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate).ToList(); _allQualify = d1.Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate).ToList(); _allRespond = d2.Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate).ToList(); _allComplete = d3.Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate).ToList(); estimated = _allQualify.Sum(x => (x.NetBrokerageEstimated.HasValue) ? x.NetBrokerageEstimated : 0); quoted = _allRespond.Sum(x => (x.NetBrokerageQuoted.HasValue) ? x.NetBrokerageQuoted : 0); actual = _allComplete.Sum(x => (x.NetBrokerageActual.HasValue) ? x.NetBrokerageActual : 0); this.ucMessanger1.ProcessMessages(biz.MSGS, true); this.ucMessanger1.ProcessMessages(biz.MSGS, true); this.ucMessanger1.ProcessMessages(biz.MSGS, true); // combine all results to have a filtered summery for the week var allFollowups = _allQualify.Concat(_allRespond).Concat(_allComplete).Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate).ToList();; var weekStartDate = (DateTime.Now.AddDays(-(DateTime.Now.DayOfWeek - DayOfWeek.Monday))); var weekEndDate = weekStartDate.AddDays(6); var weeklyFilteredFollowUps = allFollowups.Where(x => { return(((x.FollowUpDate.HasValue) ? (x.FollowUpDate.Value.Date >= weekStartDate.Date && x.FollowUpDate.Value.Date <= weekEndDate.Date) : false) || ((x.OpportunityDue.HasValue) ? DateTime.Now.Date >= x.OpportunityDue.Value.Date : false ) ); }).ToList(); this.grvSummary.DataSource = weeklyFilteredFollowUps; this.ucMessanger1.ProcessMessages(biz.MSGS, true); this.grvSummary.DataBind(); // change the way the gridview displays the header AlterGridRendering(grvSummary); if (weeklyFilteredFollowUps.Count() <= this.grvSummary.PageSize) { this.lnkSeeAll0.Enabled = false; } else { this.lnkSeeAll0.Enabled = true; } }
private void PopulateActivityDetails() { bizMessage bizM = new bizMessage(); bizSetting bizS = new bizSetting(); bizActivity biz = new bizActivity(); Activity a; a = biz.GetActivity(Convert.ToInt32(Request.QueryString["aid"])); this.ucMessanger1.ProcessMessages(biz.MSGS, true); if (a == null) { return; } this.lblActivityStatus.Text = a.Status.StatusName; this.lblActivityNote.Text = a.ActivityNote.Replace("\n", "<br />"); this.lblFollowUpDate.Text = string.Format("{0:dd-MMM-yy}", a.FollowUpDate); if (a.ContactID.HasValue == true) { this.lblContact.Text = a.Contact.ContactName; } ((Main)Master).HeaderDetails = "Activity added by " + bizActiveDirectory.GetUserFullName(a.AddedBy) + " (" + string.Format("{0:dd-MMM-yy}", a.Added) + ")"; if (a.Modified.HasValue == true) { ((Main)Master).HeaderDetails += " / modified by " + bizActiveDirectory.GetUserFullName(a.ModifiedBy) + " (" + string.Format("{0:dd-MMM-yy}", a.Modified.Value) + ")"; } //inactive if (a.Inactive == true) { this.tblActivity.Disabled = true; this.btnInactivate.Visible = false; this.btnSendEmail.Visible = false; this.btnAddActivity.Visible = false; this.btnEditActivity.Visible = false; } else { if (biz.GetInitialStatus().StatusID == a.OpportunityStatusID) { this.btnInactivate.Visible = false; } if (this.lblOpportunityStatus.Text != this.lblActivityStatus.Text) { this.btnInactivate.Visible = false; } this.btnSendEmail.Visible = a.ContactID.HasValue; if (a.ContactID.HasValue == true) { if (a.Contact.Email != "") { this.btnSendEmail.OnClientClick = "javascript:location.href='mailto:" + a.Contact.Email + "'"; } } } }