private void IndexBtn_Click(object sender, EventArgs e)
{
string fullPath = docPath;
string cabinet = XLVirtualCabinet.FileStore(client.manager.office, client.department);
string clientStr = client.clientcode + " - " + client.name;
XLMain.Staff toBe = (XLMain.Staff)ToBeActionDDL.SelectedItem;
string desc = DescTB.Text;
string section = "";
if (client.department != "INS")
{
section = "Correspondence";
}
else
{
section = FileSectionDDL.SelectedItem.ToString();
}
//Launch the index process and collect the result
XLVirtualCabinet.BondResult outcome = XLVirtualCabinet.IndexDocument(fullPath, cabinet, clientStr, status, toBe.name, section, desc);
if (outcome.ExitCode == 0)
{
XLDocument.EndDocument();
}
else
{
MessageBox.Show("Unable to index document, please index manually. Error code: " + outcome.ExitCode.ToString() + "-" + outcome.StandardOutput.ToString());
}
//close the dialog in any event.
this.Close();
}
private void ClientAddressBtn_Click(object sender, RibbonControlEventArgs e)
{
try
{
ClientForm myForm = new ClientForm();
myForm.ShowDialog();
XLMain.Client client = myForm.selectedClient;
//Add the name and address at the cursor location
string str = "";
if (client.addresses.Count > 0)
{
if (client.salutations.Count > 0)
{
str += client.salutations[0].addressee + Environment.NewLine;
if (client.name != client.salutations[0].addressee)
{
str += client.name + Environment.NewLine;
}
}
else
{
str += client.name + Environment.NewLine;
}
str += client.addresses[0].addressBlock;
XLDocument.InsertText(str);
//Add any parameters we can for later indexing
string fileStore = XLVirtualCabinet.FileStore(client.office, client.department);
XLDocument.UpdateParameter("CRMid", client.crmID);
XLDocument.UpdateParameter("Cabinet", fileStore);
XLDocument.UpdateParameter("ClientStr", client.clientcode + " - " + client.name);
//insert the status text box;
//XLDocument.AddStatusBox();
//XLDocument.ChangeStatus("Draft");
}
else
{
MessageBox.Show(client.name + " does not have an address in the system.");
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to client address");
XLtools.LogException("ClientAddressBtn", ex.ToString());
}
}
public static void IndexPDFCopy(string filestring, string origFileID)
{
try
{
//get the info of the original file
XLVirtualCabinet.FileInfo fileInfo = XLVirtualCabinet.FileIndex(origFileID);
XLVirtualCabinet.BondResult result = XLVirtualCabinet.IndexDocument(filestring, fileInfo);
if (result.ExitCode != 0)
{
MessageBox.Show("Unable to index pdf, please index manually. Error code: " + result.ExitCode.ToString() + "-" + result.StandardOutput.ToString());
}
}
catch (Exception e)
{
MessageBox.Show("Unable to index pdf document" + filestring);
XLtools.LogException("IndexPDFCopy", e.ToString());
}
}
public XLTaskPane()
{
try
{
InitializeComponent();
string str = XLDocument.ReadParameter("CRMid");
docType = XLDocument.ReadParameter("DocType");
client = XLMain.Client.FetchClient(str);
//ClientIDLabel.Text = client.crmID;
user = XLMain.Staff.StaffFromUser(Environment.UserName);
users = XLtools.StaffList(user, client, false, true);
SenderDDL.DataSource = users;
SenderDDL.DisplayMember = "name";
SenderDDL.ValueMember = "crmID";
SenderDDL.SelectedItem = user;
sender = user;
XLDocument.UpdateParameter("Sender", sender.username);
if (client != null)
{
//set basic client info
string clientStr = client.clientcode + " - " + client.name;
ClientLbl.Text = clientStr;
SubjectTB.Text = client.name;
string fileStore = XLVirtualCabinet.FileStore(client.manager.office, client.department);
XLDocument.UpdateParameter("Cabinet", fileStore);
XLDocument.UpdateParameter("ClientStr", clientStr);
//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;
}
}
//Add the appropriate header
XLDocument.Header clientHeader = XLDocument.MapHeader(client.office, client.department);
//Set up depending on whether it is insolvency or not
if (client.department == "INS")
{
//Deal with when calling ddl
WhencallingDDL.DataSource = users;
WhencallingDDL.DisplayMember = "name";
WhencallingDDL.ValueMember = "crmID";
WhenCallingCheck.Checked = true;
SubjectTB.Text = XLInsol.GetSubject(client.crmID);
}
else
{
FAOBCheck.Checked = true;
PandCCheck.Checked = true;
WhenCallingCheck.Checked = false;
}
//Deal with addresses or fax no as appropriate
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)
{
if (client.IsIndividual)
{
addTB.Text = add.addressBlock;
}
else
{
addTB.Text = client.name + Environment.NewLine + add.addressBlock;
}
}
}
if (clientHeader != null)
{
try
{
XLDocument.DeployHeader(clientHeader);
}
catch
{
MessageBox.Show("Unable to map header automatically." + Environment.NewLine + "Please run the Header/Footer menu.");
}
}
}
else if (docType == "Fax")
{
XLMain.Number fax = XLMain.Number.GetNumber(client.crmID, "Fax");
if (fax != null)
{
FaxTB.Text = fax.number;
}
if (clientHeader != null)
{
try
{
XLDocument.DeployHeader(clientHeader);
}
catch
{
MessageBox.Show("Unable to map header automatically." + Environment.NewLine + "Please run the Header/Footer menu.");
}
}
}
//set status
XLDocument.ChangeStatus("Draft");
//Alter fields dependant on doc type;
SetVisibility(docType);
if (client.department == "INS")
{
WhencallingDDL.Visible = true;
IPSContactBtn.Visible = true;
}
//Update bookmarks dependant on doc type
UpdateBookmarks(docType);
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to open taskpane");
XLtools.LogException("TaskPane", ex.ToString());
}
}
private void ApproveBtn_Click(object sender, RibbonControlEventArgs e)
{
try
{
Microsoft.Office.Interop.Word._Application app = Globals.ThisAddIn.Application;
XLDocument.ChangeStatus("Approved");
XLMain.Client client = null;
string fileID = XLDocument.GetFileID();
if (String.IsNullOrEmpty(fileID))
{
return;
}
if (XLDocument.ReadParameter("CRMid") != null)
{
client = XLMain.Client.FetchClient(XLDocument.ReadParameter("CRMid"));
}
else
{
//if the document param doesn't exist get the index data from VC
client = XLVirtualCabinet.GetClientFromIndex(fileID);
}
XLMain.Staff writer = new XLMain.Staff();
string writerID = XLDocument.ReadParameter("Sender");
if (writerID == "")
{
writer = XLMain.Staff.StaffFromUser(Environment.UserName);
}
else
{
writer = XLMain.Staff.StaffFromUser(XLDocument.ReadParameter("Sender"));
}
StaffSelectForm myForm = new XLForms.StaffSelectForm(client, writer);
myForm.ShowDialog();
XLMain.EntityCouplet staff = myForm.selectedStaff;
if (myForm.DialogResult == DialogResult.OK)
{
if (staff == null)
{
//make blank if no staff selected
staff.name = "";
}
string commandfileloc = "";
if (XLDocument.ReadBookmark("Date") == "")
{
commandfileloc = XLVirtualCabinet.Reindex(fileID, staff.name, XLDocument.ReadParameter("VCStatus"));
}
else
{
string docDate = XLDocument.ReadBookmark("Date");
commandfileloc = XLVirtualCabinet.Reindex(fileID, staff.name, XLDocument.ReadParameter("VCStatus"), docDate);
}
XLVirtualCabinet.BondResult result = XLVirtualCabinet.LaunchCabi(commandfileloc, true);
if (result.ExitCode != 0)
{
MessageBox.Show("Reindex failed please complete manually");
}
else
{
app.ActiveDocument.Save();
app.ActiveWindow.Close();
}
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to approve document");
XLtools.LogException("ApproveBtn", ex.ToString());
}
}
private void ForwardBtn_Click(object sender, RibbonControlEventArgs e)
{
try
{
XLMain.Client client = null;
string fileID = XLDocument.GetFileID();
if (String.IsNullOrEmpty(fileID))
{
return;
}
if (XLDocument.ReadParameter("CRMid") != null)
{
client = XLMain.Client.FetchClient(XLDocument.ReadParameter("CRMid"));
}
else
{
//if the document param doesn't exist get the index data from VC
client = XLVirtualCabinet.GetClientFromIndex(fileID);
}
XLMain.Staff writer = new XLMain.Staff();
string writerID = XLDocument.ReadParameter("Sender");
if (writerID == "")
{
writer = XLMain.Staff.StaffFromUser(Environment.UserName);
}
else
{
writer = XLMain.Staff.StaffFromUser(XLDocument.ReadParameter("Sender"));
}
StaffSelectForm myForm = new StaffSelectForm(client, writer);
myForm.ShowDialog();
XLMain.EntityCouplet staff = myForm.selectedStaff;
string commandfileloc = "";
if (XLDocument.ReadBookmark("Date") == "")
{
commandfileloc = XLVirtualCabinet.Reindex(XLDocument.GetFileID(), staff.name);
}
else
{
string docDate = XLDocument.ReadBookmark("Date");
commandfileloc = XLVirtualCabinet.Reindex(XLDocument.GetFileID(), staff.name, docDate: docDate);
}
//MessageBox.Show(commandfileloc);
XLVirtualCabinet.BondResult result = XLVirtualCabinet.LaunchCabi(commandfileloc, true);
if (result.ExitCode != 0)
{
MessageBox.Show("Reindex failed please complete manually.");
}
else
{
XLDocument.EndDocument();
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to forward document");
XLtools.LogException("ForwardBtn", ex.ToString());
}
}