private void updateClient() { try { FinancialPlanner.Common.JSONSerialization jsonSerialization = new FinancialPlanner.Common.JSONSerialization(); string apiurl = string.Empty; ProspectClient prosCustomer = new ProspectClient() { Name = txtName.Text, Occupation = txtOccupation.Text, PhoneNo = txtPhoneNo.Text, Email = txtEmail.Text, Event = txtEvent.Text, EventDate = dtEventDate.Value, ReferedBy = txtRefBy.Text, IsConvertedToClient = chkIsConvertedToCustomer.Checked, StopSendingEmail = chkStopSendingEmail.Checked, Remarks = txtRemark.Text, CreatedOn = DateTime.Parse(DateTime.Now.ToString("yyyy-MM-dd hh:mm:ss")), CreatedBy = Program.CurrentUser.Id, UpdatedOn = DateTime.Parse(DateTime.Now.ToString("yyyy-MM-dd hh:mm:ss")), UpdatedBy = Program.CurrentUser.Id, UpdatedByUserName = Program.CurrentUser.UserName, MachineName = System.Environment.MachineName }; if (_prospectClient == null) { apiurl = Program.WebServiceUrl + "/" + ADD_PROSPECTCLIENT_API; } else { apiurl = Program.WebServiceUrl + "/" + UPDATE_PROSPECTCLIENT_API; prosCustomer.ID = _prospectClient.ID; } string DATA = jsonSerialization.SerializeToString <ProspectClient>(prosCustomer); WebClient client = new WebClient(); client.Headers["Content-type"] = "application/json"; client.Encoding = Encoding.UTF8; string json = client.UploadString(apiurl, "POST", DATA); if (json != null) { var resultObject = jsonSerialization.DeserializeFromString <Result>(json); if (resultObject.IsSuccess) { MessageBox.Show("Record save successfully.", "Record Saved", MessageBoxButtons.OK, MessageBoxIcon.Information); this.DialogResult = DialogResult.OK; this.Close(); } } } catch (Exception ex) { MessageBox.Show("Unable to save record.", "Error", MessageBoxButtons.OK, MessageBoxIcon.Error); } }
private void btnEdit_Click(object sender, EventArgs e) { if (trvList.SelectedNode != null) { //ProspectClient prospClient = convertSelectedRowDataToProspectCustomer(); //ProspectCustomer frmProspectCustomer = new ProspectCustomer(prospClient); //frmProspectCustomer.TopLevel = false; //splitContainer.Panel2.Controls.Add(frmProspectCustomer); //frmProspectCustomer.Dock = DockStyle.Fill; //frmProspectCustomer.BringToFront(); //frmProspectCustomer.Show(); ProspectClient prospClient = convertSelectedRowDataToProspectCustomer(); ProspectCustomer frmProspectCustomer = new ProspectCustomer(prospClient); frmProspectCustomer.TopLevel = false; TabPage prospectCustomerpage = new TabPage(); prospectCustomerpage.Name = trvList.SelectedNode.Tag.ToString(); prospectCustomerpage.Text = trvList.SelectedNode.Text; prospectCustomerpage.ImageKey = "icons8-reception-16 - Copy.png"; prospectCustomerpage.Controls.Add(frmProspectCustomer); tabControl1.TabPages.Add(prospectCustomerpage); tabControl1.SelectTab(tabControl1.TabPages.Count - 1); frmProspectCustomer.Dock = DockStyle.Fill; frmProspectCustomer.Show(); } else { MessageBox.Show("Please select valid client.", "Invalid client selection", MessageBoxButtons.OK, MessageBoxIcon.Information); } }
private ProspectClient convertToProspectClientject(DataRow dr) { ProspectClient prospClient = new ProspectClient(); prospClient.ID = dr.Field <int>("ID"); prospClient.Name = dr.Field <string>("Name"); prospClient.PhoneNo = dr.Field <string>("PhoneNo"); prospClient.Email = dr.Field <string>("Email"); prospClient.Occupation = dr.Field <string>("Occupation"); prospClient.Event = dr.Field <string>("Event"); prospClient.EventDate = dr.Field <DateTime>("EventDate"); prospClient.ReferedBy = dr.Field <string>("ReferedBy"); prospClient.Remarks = dr.Field <string>("Remarks"); prospClient.CreatedOn = dr.Field <DateTime>("CreatedOn"); prospClient.CreatedBy = dr.Field <int>("CreatedBy"); prospClient.UpdatedOn = dr.Field <DateTime>("UpdatedOn"); prospClient.UpdatedBy = dr.Field <int>("UpdatedBy"); prospClient.UpdatedByUserName = dr.Field <string>("UpdatedByUserName"); prospClient.IsConvertedToClient = dr.Field <bool>("IsConvertedToClient"); prospClient.StopSendingEmail = dr.Field <bool>("StopSendingEmail"); prospClient.IntroductionCompleted = dr.Field <bool>("IntroductionCompleted"); if (dr["IntroductionCompletedDate"] != DBNull.Value) { prospClient.IntroductionCompletedDate = dr.Field <DateTime>("IntroductionCompletedDate"); } if (dr["ClientAssignTo"] != DBNull.Value) { prospClient.ClientAssignTo = dr.Field <int>("ClientAssignTo"); } if (dr["ClientId"] != DBNull.Value) { prospClient.ClientId = dr.Field <int>("ClientId"); } return(prospClient); }
public IList <ProspectClient> GetAll() { IList <ProspectClient> lstProspClient = new List <ProspectClient>(); DataTable dtAppConfig = DataBase.DBService.ExecuteCommand(SELECT_ALL); foreach (DataRow dr in dtAppConfig.Rows) { ProspectClient prospClient = convertToProspectClientject(dr); lstProspClient.Add(prospClient); } return(lstProspClient); }
public IList <ProspectClient> GetByName(string name) { IList <ProspectClient> lstProspClient = new List <ProspectClient>(); DataTable dtAppConfig = DataBase.DBService.ExecuteCommand(string.Format(SELECT_BY_NAME, name)); foreach (DataRow dr in dtAppConfig.Rows) { ProspectClient prospClient = convertToProspectClientject(dr); lstProspClient.Add(prospClient); } return(lstProspClient); }
public ProspectClient GetById(int id) { ProspectClient prospClient = new ProspectClient(); DataTable dtAppConfig = DataBase.DBService.ExecuteCommand(string.Format(SELECT_BY_ID, id)); foreach (DataRow dr in dtAppConfig.Rows) { prospClient = convertToProspectClientject(dr); ProspectClientConversationService prospClientConvService = new ProspectClientConversationService(); prospClient.ProspectClientConversationList = (List <ProspectClientConversation>)prospClientConvService.GetByProspectClientId(prospClient.ID); } return(prospClient); }
public void DeleteProspectClient(ProspectClient prospectClient) { try { DataBase.DBService.BeginTransaction(); DataBase.DBService.ExecuteCommandString(string.Format(DELETE_CONVERSATION_QUERY, prospectClient.ID), true);; DataBase.DBService.ExecuteCommandString(string.Format(DELETE_QUERY, prospectClient.ID), true); DataBase.DBService.CommitTransaction(); Activity.ActivitiesService.Add(ActivityType.DeleteProspectClient, EntryStatus.Success, Source.Client, prospectClient.UpdatedByUserName, prospectClient.Name, prospectClient.MachineName); } catch (Exception ex) { DataBase.DBService.RollbackTransaction(); } }
public Result Update(ProspectClient prospectClient) { var result = new Result(); try { ProspectClientService prospClientService = new ProspectClientService(); prospClientService.UpdateProspectClient(prospectClient); result.IsSuccess = true; } catch (Exception exception) { result.IsSuccess = false; result.ExceptionInfo = exception; } return(result); }
private ProspectClient convertSelectedRowDataToProspectCustomer() { ProspectClient prospectCustomer = new ProspectClient(); if (trvList.SelectedNode.Tag != null) { DataRow dr = getSelectedDataRow(int.Parse(trvList.SelectedNode.Tag.ToString())); if (dr != null) { prospectCustomer.ID = int.Parse(dr.Field <string>("ID")); prospectCustomer.Name = dr.Field <string>("Name"); prospectCustomer.PhoneNo = dr.Field <string>("PhoneNo"); prospectCustomer.Occupation = dr.Field <string>("Occupation"); prospectCustomer.ReferedBy = dr.Field <string>("ReferedBy"); prospectCustomer.Email = dr.Field <string>("Email"); prospectCustomer.Remarks = dr.Field <string>("Remarks"); prospectCustomer.Event = dr.Field <string>("Event"); prospectCustomer.EventDate = DateTime.Parse(dr.Field <string>("EventDate").ToString()); prospectCustomer.UpdatedByUserName = Program.CurrentUser.UserName; } } return(prospectCustomer); }
private void removeRecord(TreeNode selectedNode) { try { FinancialPlanner.Common.JSONSerialization jsonSerialization = new FinancialPlanner.Common.JSONSerialization(); string apiurl = Program.WebServiceUrl + "/" + DELETE_PROSPECT_CLIENTS_API; ProspectClient prospClient = convertSelectedRowDataToProspectCustomer(); string DATA = jsonSerialization.SerializeToString <ProspectClient>(prospClient); WebClient client = new WebClient(); client.Headers["Content-type"] = "application/json"; client.Encoding = Encoding.UTF8; string json = client.UploadString(apiurl, "DELETE", DATA); if (json != null) { var resultObject = jsonSerialization.DeserializeFromString <Result>(json); if (resultObject.IsSuccess) { MessageBox.Show("Record deleted successfully.", "Delete", MessageBoxButtons.OK, MessageBoxIcon.Information); trvList.SelectedNode.Remove(); DataRow[] dr = _dtProspClients.Select("ID =" + prospClient.ID); if (dr.Count() > 0) { dr[0].Delete(); } } } } catch (Exception ex) { MessageBox.Show("Unable to delete record.", "Error", MessageBoxButtons.OK, MessageBoxIcon.Error); } }
public ProspectCustomer(ProspectClient prospClient) { InitializeComponent(); _prospectClient = prospClient; }
public void AddProspectClient(ProspectClient prospectClient) { try { DataBase.DBService.ExecuteCommand(string.Format(INSERT_PROSPECTCLIENT_QUERY, prospectClient.Name, prospectClient.PhoneNo, prospectClient.Email, prospectClient.Occupation, prospectClient.Event, prospectClient.EventDate.ToString("yyyy-MM-dd hh:mm:ss"), prospectClient.ReferedBy, prospectClient.Remarks, prospectClient.CreatedOn.ToString("yyyy-MM-dd hh:mm:ss"), prospectClient.CreatedBy, prospectClient.UpdatedOn.ToString("yyyy-MM-dd hh:mm:ss"), prospectClient.UpdatedBy, prospectClient.IsConvertedToClient, prospectClient.StopSendingEmail, prospectClient.IntroductionCompleted, prospectClient.IntroductionCompletedDate.ToString("yyyy-MM-dd hh:mm:ss"), prospectClient.ClientAssignTo)); //DataTable dtPrimaryStep = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_STEP, 1)); DataTable dtStepNo = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_LINKSUBSTEP_ID, 1)); foreach (DataRow dr in dtStepNo.Rows) { int maxClientId = int.Parse(DataBase.DBService.ExecuteCommandScalar(SELECT_MAX_ID)); ClientProcessService clientProcessService = new ClientProcessService(); ClientProcess clientProcess = new ClientProcess(); clientProcess.ClientId = maxClientId; clientProcess.PrimaryStepId = dr.Field <int>("PrimaryStepId"); clientProcess.LinkStepId = 0; clientProcess.Status = "C"; clientProcess.IsProcespectClient = true; if (dr["LinkSubStepId"] != DBNull.Value) { clientProcess.LinkStepId = dr.Field <int>("LinkSubStepId"); } DataTable dtPrimaryStep = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_STEP, clientProcess.PrimaryStepId)); int assignTo = 0; if (dtPrimaryStep.Rows.Count > 0) { int.TryParse(dtPrimaryStep.Rows[0]["UserId"].ToString(), out assignTo); } clientProcessService.Add(clientProcess, assignTo); } //DataTable dtPrimaryStep = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_STEP, 1)); //foreach (DataRow dr in dtPrimaryStep.Rows) //{ // int maxId = int.Parse(DataBase.DBService.ExecuteCommandScalar(SELECT_MAX_ID)); // //Add entry into process step // DataBase.DBService.ExecuteCommand(string.Format(INSERT_CLIENT_PROCESS, // maxId, 1, 0, 'C', 1)); // int maxProcessId = int.Parse(DataBase.DBService.ExecuteCommandScalar(SELECT_MAX_CLIENTPROCESS_ID)); // DataBase.DBService.ExecuteCommand(string.Format(INSERT_CLIENT_PROCESS_DETAILS, // maxProcessId, // dr["UserId"].ToString(), // DateTime.Now.ToString("yyyy-MM-dd"), // DateTime.Now.ToString("yyyy-MM-dd"), // DateTime.Now.ToString("yyyy-MM-dd") // )); //} Activity.ActivitiesService.Add(ActivityType.CreateProspectClient, EntryStatus.Success, Source.Client, prospectClient.UpdatedByUserName, prospectClient.Name, prospectClient.MachineName); } catch (Exception ex) { FinancialPlanner.Common.Logger.LogDebug(ex.Message); throw ex; } }
public void UpdateProspectClient(ProspectClient prospectClient) { try { bool isConvertedToClien = false; bool isIntroductionCompleted = false; DataTable dtPropClient = DataBase.DBService.ExecuteCommand(string.Format(SELECT_BY_ID, prospectClient.ID)); foreach (DataRow dr in dtPropClient.Rows) { isConvertedToClien = bool.Parse(dr["IsConvertedToClient"].ToString()); isIntroductionCompleted = bool.Parse(dr["IntroductionCompleted"].ToString()); } DataBase.DBService.ExecuteCommand(string.Format(UPDATE_PROSPECTCLIENT_QUERY, prospectClient.Name, prospectClient.PhoneNo, prospectClient.Email, prospectClient.Occupation, prospectClient.Event, prospectClient.EventDate.ToString("yyyy-MM-dd hh:mm:ss"), prospectClient.ReferedBy, prospectClient.UpdatedOn.ToString("yyyy-MM-dd hh:mm:ss"), prospectClient.UpdatedBy, prospectClient.IsConvertedToClient, prospectClient.StopSendingEmail, prospectClient.Remarks, prospectClient.IntroductionCompleted, prospectClient.IntroductionCompletedDate.ToString("yyyy-MM-dd hh:mm:ss"), prospectClient.ClientAssignTo, prospectClient.ClientId, prospectClient.ID)); //Converted to client from prospect list. if (!isConvertedToClien.Equals(prospectClient.IsConvertedToClient) && prospectClient.IsConvertedToClient) { // Add code for task to convert to client. //DataTable dtPrimaryStep = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_LINKSUBSTEP_ID, 2)); DataTable dtStepNo = DataBase.DBService.ExecuteCommand( string.Format(SELECT_PRIMARY_LINKSUBSTEP_ID, 2)); foreach (DataRow dr in dtStepNo.Rows) { //int maxId = int.Parse(DataBase.DBService.ExecuteCommandScalar(SELECT_MAX_ID)); //Add entry into process step ClientProcessService clientProcessService = new ClientProcessService(); ClientProcess clientProcess = new ClientProcess(); clientProcess.ClientId = prospectClient.ClientId; clientProcess.PrimaryStepId = dr.Field <int>("PrimaryStepId"); clientProcess.LinkStepId = 1; clientProcess.Status = "P"; clientProcess.IsProcespectClient = false; if (dr["LinkSubStepId"] != DBNull.Value) { clientProcess.LinkStepId = dr.Field <int>("LinkSubStepId"); } int assignTo = 0; DataTable dtPrimaryStep = DataBase.DBService.ExecuteCommand(string.Format(SELECT_PRIMARY_STEP, clientProcess.PrimaryStepId)); if (dtPrimaryStep.Rows.Count > 0) { int.TryParse(dtPrimaryStep.Rows[0]["UserId"].ToString(), out assignTo); } if (dtPrimaryStep.Rows.Count > 0) { int.TryParse(dtPrimaryStep.Rows[0]["UserId"].ToString(), out assignTo); } clientProcessService.Add(clientProcess, prospectClient.ClientAssignTo); //DataBase.DBService.ExecuteCommand(string.Format(INSERT_CLIENT_PROCESS, // prospectClient.ID, 2, 1, 'C', 1)); //int maxProcessId = int.Parse(DataBase.DBService.ExecuteCommandScalar(SELECT_MAX_CLIENTPROCESS_ID)); //DataBase.DBService.ExecuteCommand(string.Format(INSERT_CLIENT_PROCESS_DETAILS, // maxProcessId, // dr["UserId"].ToString(), // DateTime.Now.ToString("yyyy-MM-dd"), // DateTime.Now.ToString("yyyy-MM-dd"), // DateTime.Now.ToString("yyyy-MM-dd") // )); } } if (!isIntroductionCompleted.Equals(prospectClient.IntroductionCompleted) && prospectClient.IntroductionCompleted) { // Add code for tas to introduction completed. } Activity.ActivitiesService.Add(ActivityType.UpdateProspectClient, EntryStatus.Success, Source.Client, prospectClient.UpdatedByUserName, prospectClient.Name, prospectClient.MachineName); } catch (Exception ex) { FinancialPlanner.Common.Logger.LogDebug(ex.Message); throw ex; } }
public frmProspectCustomerConversation(ProspectClient prospectCustomer, int conversationId) { InitializeComponent(); _prospCustomer = prospectCustomer; _prospCustomerConversation = _prospCustomer.ProspectClientConversationList.First(i => i.ID == conversationId); }
public frmProspectCustomerConversation(ProspectClient prospectCustomer) { InitializeComponent(); _prospCustomer = prospectCustomer; }