public static void OnBeforeUpdateStep( IOpportunity opportunity, ISession session)
{
//Sage.Entity.Interfaces.IOpportunity opp = BindingSource.Current as Sage.Entity.Interfaces.IOpportunity;
if(opportunity.BusinessPotential <= 0)
{
//DialogService.ShowMessage("Please Enter proper Business Potential...");
//throw (new Exception("Please Enter proper Business Potential..."));
throw new Sage.Platform.Application.ValidationException("Please Enter Proper Business Potential...");
}
if (opportunity.Status == "Closed - Won")
{
//pklStatus.PickListValue = opportunity.Status;
//throw new Sage.Platform.Application.ValidationException("You are not authorised to change the status to Closed - Won.");
}
else
{
if ((opportunity.Status == "Lost" || opportunity.Status == "Dropped" || opportunity.Status == "Future Opportunity") && string.IsNullOrEmpty(opportunity.Notes))
{
//DialogService.ShowMessage("Please mention comments for changing the status.");
throw new Sage.Platform.Application.ValidationException("Please mention comments for changing the status.");
}
//System.Web.HttpContext.Current.Response.Redirect(string.Format("Opportunity.aspx?modeid=Detail"));
}
}
private string ScheduleActivity(string scheduleContext)
{
string activityId = string.Empty;
try
{
string[] args = scheduleContext.Split(new Char[] { ',' });
string spaId = args[0];
string contactId = args[1];
string opportunityId = args[2];
string leaderId = args[3];
ISalesProcessAudit spAudit = EntityFactory.GetById <ISalesProcessAudit>(spaId);
if (spAudit != null)
{
IContact contact = EntityFactory.GetById <IContact>(contactId);
IOpportunity opp = EntityFactory.GetById <IOpportunity>(opportunityId);
IUser leader = EntityFactory.GetById <IUser>(leaderId);
Activity activity = (Activity)spAudit.SalesProcess.ScheduleActivity(spaId, opp, leader, contact, true);
activityId = (string)activity.Id;
}
}
catch
{
activityId = string.Empty;
}
return(activityId);
}
private void EditActualAmount(Sage.Platform.Controls.ExchangeRateTypeEnum exchangeRateType)
{
if (DialogService != null)
{
IOpportunity entity = BindingSource.Current as IOpportunity;
if (GetOpportunityStatusMatch(entity, "ClosedWon"))
{
DialogService.SetSpecs(200, 200, 400, 600, "OpportunityClosedWon", "", true);
}
else if (GetOpportunityStatusMatch(entity, "ClosedLost"))
{
DialogService.SetSpecs(200, 200, 400, 600, "OpportunityClosedLost", "", true);
}
else
{
DialogService.SetSpecs(200, 200, 200, 300, "UpdateSalesPotential", "", true);
}
if (BusinessRuleHelper.IsMultiCurrencyEnabled())
{
string exchangeRateCode = string.Empty;
double exchangeRate = 0.0;
GetExchageRateData(exchangeRateType, out exchangeRateCode, out exchangeRate);
DialogService.DialogParameters.Clear();
DialogService.DialogParameters.Add("ExchangeRateType", exchangeRateType);
DialogService.DialogParameters.Add("ExchangeRateCode", exchangeRateCode);
DialogService.DialogParameters.Add("ExchangeRate", exchangeRate);
}
DialogService.ShowDialog();
}
}
private void GetExchageRateData(Sage.Platform.Controls.ExchangeRateTypeEnum exchangeRateType, out string exchangeRateCode, out double exchangeRate)
{
string _exchangeRateCode = string.Empty;
double?_exchangeRate = 0.0;
if (exchangeRateType == Sage.Platform.Controls.ExchangeRateTypeEnum.EntityRate)
{
IOpportunity opp = BindingSource.Current as IOpportunity;
_exchangeRateCode = opp.ExchangeRateCode;
_exchangeRate = opp.ExchangeRate;
}
if (exchangeRateType == Sage.Platform.Controls.ExchangeRateTypeEnum.MyRate)
{
_exchangeRateCode = BusinessRuleHelper.GetMyCurrencyCode();
IExchangeRate myExchangeRate = EntityFactory.GetById <IExchangeRate>(String.IsNullOrEmpty(_exchangeRateCode) ? "USD" : _exchangeRateCode);
if (myExchangeRate != null)
{
_exchangeRate = myExchangeRate.Rate.GetValueOrDefault(1);
}
}
if (exchangeRateType == Sage.Platform.Controls.ExchangeRateTypeEnum.BaseRate)
{
var optionSvc = ApplicationContext.Current.Services.Get <ISystemOptionsService>(true);
_exchangeRateCode = optionSvc.BaseCurrency;
IExchangeRate er = EntityFactory.GetById <IExchangeRate>(String.IsNullOrEmpty(_exchangeRateCode) ? "USD" : _exchangeRateCode);
_exchangeRate = er.Rate.GetValueOrDefault(1);
if (_exchangeRate.Equals(0))
{
_exchangeRate = 1;
}
}
exchangeRateCode = _exchangeRateCode;
exchangeRate = Convert.ToDouble(_exchangeRate);
}
/// <summary>
/// Loads the view.
/// </summary>
private void LoadView()
{
_OppFulfilmentTemplate = GetParentEntity() as IOpportunity;
LoadGrid();
LoadcomboBox();
Sage.Entity.Interfaces.IOpportunity _entity = BindingSource.Current as Sage.Entity.Interfaces.IOpportunity;
if (_entity != null)
{
if (_entity.OppFulFilTasks.Count > 0)
{
ddlTemplates.Visible = false;
cmdAddTemplate.Visible = false;
}
else
{
ddlTemplates.Visible = true;
cmdAddTemplate.Visible = true;
}
}
//Senior Opps
if (IsMember("Senior Operations", "G"))
{
cmdRemoveTemplate.Visible = true;
}
else
{
cmdRemoveTemplate.Visible = false;
}
}
private bool GetOpportunityStatusMatch(IOpportunity opportunity, string statusType)
{
if (opportunity == null)
{
return(false);
}
switch (statusType)
{
case "ClosedWon":
var resourceObject = GetLocalResourceObject("Status_ClosedWon");
return(resourceObject != null && (opportunity.Status == resourceObject.ToString() || opportunity.Status == "Closed - Won"));
case "ClosedLost":
resourceObject = GetLocalResourceObject("Status_ClosedLost");
return(resourceObject != null && (opportunity.Status == resourceObject.ToString() || opportunity.Status == "Closed - Lost"));
case "Open":
resourceObject = GetLocalResourceObject("Status_Open");
return(resourceObject != null && (opportunity.Status == resourceObject.ToString() || opportunity.Status == "Open"));
case "Inactive":
resourceObject = GetLocalResourceObject("Status_Inactive");
return(resourceObject != null && (opportunity.Status == resourceObject.ToString() || opportunity.Status == "Inactive"));
}
return(false);
}
public static void OnAfterInsertStep( IOpportunity opportunity)
{
// TODO: Complete business rule implementation
string mId = opportunity.Id.ToString();
opportunity.OpportunityCIUDF.Meeting_Id = mId.Substring(6,6);
opportunity.OpportunityCIUDF.Save();
}
/// <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();
}
}
/// <summary>
/// Loads the view.
/// </summary>
private void LoadView()
{
if (this.Visible)
{
this._opportunity = GetParentEntity() as IOpportunity;
string opportunityId = this.EntityContext.EntityID.ToString();
luOppContact.SeedProperty = "Opportunity.Id";
luOppContact.SeedValue = opportunityId;
txtOpportunityId.Value = opportunityId;
//set the current userId
SLXUserService service = ApplicationContext.Current.Services.Get <IUserService>() as SLXUserService;
IUser user = service.GetUser() as IUser;
currentUserId.Value = user.Id.ToString();
//set the primary opp contactid
IContact primeContact = GetPrimaryOppContact(opportunityId);
if (primeContact != null)
{
primaryOppContactId.Value = primeContact.Id.ToString();
}
else
{
primaryOppContactId.Value = string.Empty;
}
//set the account manager id
accountManagerId.Value = _opportunity.AccountManager.Id.ToString();
//Set the opportunity contact count
txtOppContactCount.Value = Convert.ToString(GetOppContactCount(opportunityId));
LoadSalesProcessDropDown();
LoadSalesProcess(opportunityId);
}
}
public static void SetupIntegrationContractStep(IInsertOpportunity form, EventArgs args)
{
IOpportunity opportunity = form.CurrentEntity as IOpportunity;
if (opportunity == null)
{
return;
}
Sage.Platform.SData.IAppIdMappingService oMappingService = Sage.Platform.Application.ApplicationContext.Current.Services.Get <Sage.Platform.SData.IAppIdMappingService>(false);
if (oMappingService != null && oMappingService.IsIntegrationEnabled())
{
if (!opportunity.CanChangeOperatingCompany())
{
form.lueERPApplication.Enabled = false;
form.luePriceList.Enabled = false;
}
else
{
form.lueERPApplication.Enabled = true;
form.luePriceList.Enabled = (form.lueERPApplication.LookupResultValue != null);
}
}
else
{
form.clIntegrationContract.Visible = false;
}
}
/// <summary>
/// Handles the ClickAction event of the btnAddStage 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 btnAddStage_ClickAction(object sender, EventArgs e)
{
IOpportunity CurrentOpportunity = this.BindingSource.Current as IOpportunity;
if (DialogService != null)
{
// InsertChildDialogActionItem
//DialogService.SetSpecs(400, 600, "AddEditStage", "Add Stage");
// InsertChildDialogActionItem
DialogService.SetSpecs(400, 600, "AddEditStage", "Add Stage");
DialogService.EntityType = typeof(Sage.Entity.Interfaces.IOppFulFilStage);
DialogService.SetChildIsertInfo(
typeof(Sage.Entity.Interfaces.IOppFulFilStage),
typeof(Sage.Entity.Interfaces.IOpportunity),
typeof(Sage.Entity.Interfaces.IOppFulFilStage).GetProperty("Opportunity"),
typeof(Sage.Entity.Interfaces.IOpportunity).GetProperty("OppFulFilStages"));
//DialogService.EntityType = typeof(Sage.Entity.Interfaces.IOppFulFilStage);
//DialogService.SetChildIsertInfo(
// typeof(Sage.Entity.Interfaces.IOppFulFilStage),
// typeof(Sage.Entity.Interfaces.IOpportunity),
// typeof(Sage.Entity.Interfaces.IOppFulFilStage).GetProperty("Opportunity"),
// typeof(Sage.Entity.Interfaces.IOpportunity).GetProperty("OppFulFilStages"));
DialogService.DialogParameters.Add("OpportunityId", CurrentOpportunity.Id);
DialogService.ShowDialog();
}
}
/// <summary>
/// Loads the grid.
/// </summary>
private void LoadGrid()
{
IOpportunity Opportunityfulfilment = EntityFactory.GetById <IOpportunity>(_OppFulfilmentTemplate.Id);
grdStages.DataSource = GetStageAndTasks(Opportunityfulfilment);
grdStages.DataBind();
}
/// <summary>
/// Updates controls which are set to use multi currency.
/// </summary>
/// <param name="opportunity">The opportunity.</param>
/// <param name="exchangeRate">The exchange rate.</param>
private void UpdateMultiCurrencyExchangeRate(IOpportunity opportunity, Double exchangeRate)
{
string myCurrencyCode = BusinessRuleHelper.GetMyCurrencyCode();
IExchangeRate myExchangeRate =
EntityFactory.GetById <IExchangeRate>(String.IsNullOrEmpty(myCurrencyCode) ? "USD" : myCurrencyCode);
double myRate = 0;
if (myExchangeRate != null)
{
myRate = myExchangeRate.Rate.GetValueOrDefault(1);
}
string currentCode = opportunity.ExchangeRateCode;
curOpenSalesPotential.CurrentCode = currentCode;
curOpenSalesPotential.ExchangeRate = exchangeRate;
curMyCurSalesPotential.CurrentCode = myCurrencyCode;
curMyCurSalesPotential.ExchangeRate = myRate;
curActualWon.CurrentCode = currentCode;
curActualWon.ExchangeRate = exchangeRate;
curMyCurActualWon.CurrentCode = myCurrencyCode;
curMyCurActualWon.ExchangeRate = myRate;
curPotentialLost.CurrentCode = currentCode;
curPotentialLost.ExchangeRate = exchangeRate;
curMyCurPotentialLost.CurrentCode = myCurrencyCode;
curMyCurPotentialLost.ExchangeRate = myRate;
curWeighted.CurrentCode = currentCode;
curWeighted.ExchangeRate = exchangeRate;
curMyCurWeighted.CurrentCode = myCurrencyCode;
curMyCurWeighted.ExchangeRate = myRate;
}
public Cancelation(IOpportunity opportunity, Guid publisherId, object publisher)
{
Id = Guid.NewGuid();
OpportunityId = opportunity.Id;
PublisherId = publisherId;
Publisher = publisher;
Category = opportunity.Category;
Information = opportunity.Information;
}
public CourseItem(
ICourse course,
IOpportunity opportunity,
IProvider provider)
{
Course = course ?? throw new ArgumentNullException(nameof(course));
Opportunity = opportunity ?? throw new ArgumentNullException(nameof(opportunity));
Provider = provider ?? throw new ArgumentNullException(nameof(provider));
}
public static void GetFirstServiceWonStep( IOpportunity opportunity, out System.DateTime result)
{
// TODO: Complete business rule implementation
using (ISession session = new SessionScopeWrapper())
{
string sql = "select min(actualclose) from opportunity_product where opportunityid='"+opportunity.Id.ToString()+"'";
DateTime fswon = session.CreateSQLQuery(sql).UniqueResult<DateTime>();
result=fswon;
}
}
/// <summary>
/// Gets the opportunity.
/// </summary>
/// <param name="opportunityId">The opportunity id.</param>
/// <returns></returns>
private static IOpportunity GetOpportunity(string opportunityId)
{
IOpportunity opp = null;
using (new SessionScopeWrapper())
{
opp = EntityFactory.GetById <IOpportunity>(opportunityId);
}
return(opp);
}
public static void GetWonServiceRevStep(IOpportunity opportunity, out System.Decimal result)
{
// TODO: Complete business rule implementation
using (ISession session = new SessionScopeWrapper()) {
string sql = "select sum(extendedprice) from opportunity_product where status='Execution' and opportunityid='" + opportunity.Id.ToString() + "'";
decimal fswon = session.CreateSQLQuery(sql).UniqueResult<decimal>();
result = fswon;
}
}
/// <summary>
/// Invokes the association lookup for competitors.
/// </summary>
/// <param name="form">the instance of the OpportunityCompetitor dialog</param>
/// <param name="args">empty</param>
public static void lueAssociateCompetitor_OnChangeStep(IOpportunityCompetitors form, EventArgs args)
{
if (form.lueAssociateCompetitor.LookupResultValue != null)
{
IOpportunity parentEntity = form.CurrentEntity as IOpportunity;
ICompetitor relatedEntity = form.lueAssociateCompetitor.LookupResultValue as ICompetitor;
var dialogService = form.Services.Get <IWebDialogService>();
if ((parentEntity != null) && (relatedEntity != null))
{
if (parentEntity.Competitors.Any(oc => oc.Competitor == relatedEntity))
{
if (dialogService != null)
{
string msg = string.Format(form.GetResource("DuplicateCompetitorMsg").ToString(), relatedEntity.CompetitorName);
dialogService.ShowMessage(msg, form.GetResource("DuplicateCompetitorMsgTitle").ToString());
}
}
else
{
IOpportunityCompetitor relationshipEntity = EntityFactory.Create <IOpportunityCompetitor>();
relationshipEntity.Opportunity = parentEntity;
relationshipEntity.Competitor = relatedEntity;
parentEntity.Competitors.Add(relationshipEntity);
if (!MySlx.MainView.IsInsertMode())
{
parentEntity.Save();
}
if (dialogService != null)
{
dialogService.SetSpecs(0, 0, 400, 600, "EditOpportunityCompetitor", string.Empty, true);
dialogService.EntityType = typeof(IOpportunityCompetitor);
string id;
dialogService.CompositeKeyNames = "OpportunityId,CompetitorId";
if (PortalUtil.ObjectIsNewEntity(relationshipEntity))
{
id = relationshipEntity.InstanceId.ToString();
ChangeManagementEntityFactory.RegisterInstance(relationshipEntity, relationshipEntity.InstanceId);
relationshipEntity.SetOppCompetitorDefaults(relatedEntity);
}
else
{
id = string.Format("{0},{1}", relationshipEntity.OpportunityId, relationshipEntity.CompetitorId);
}
dialogService.EntityID = id;
dialogService.ShowDialog();
}
}
}
form.lueAssociateCompetitor.LookupResultValue = null; //34026
}
}
/// <summary>
/// Handles the OnChange event of the ExchangeRate 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 ExchangeRate_OnChange(object sender, EventArgs e)
{
IOpportunity opportunity = BindingSource.Current as IOpportunity;
if (opportunity != null)
{
opportunity.ExchangeRate = Convert.ToDouble(String.IsNullOrEmpty(numExchangeRateValue.Text) ? "1" : numExchangeRateValue.Text);
opportunity.ExchangeRateDate = DateTime.UtcNow;
UpdateMultiCurrencyExchangeRate(opportunity, opportunity.ExchangeRate.Value);
}
}
public Offer(IOpportunity <TTarget, TProduct> opportunity, Guid publisherId, object publisher, double amount,
string category, object information)
{
Id = Guid.NewGuid();
Opportunity = opportunity;
PublisherId = publisherId;
Publisher = publisher;
Amount = amount;
Category = category;
Information = information;
}
protected void grdReseller_RowDataBound(object sender, GridViewRowEventArgs e)
{
if (e.Row.RowType == DataControlRowType.DataRow)
{
IOpportunity opportunity = (IOpportunity)e.Row.DataItem;
//Sales Potential
Sage.SalesLogix.Web.Controls.Currency curr = (Sage.SalesLogix.Web.Controls.Currency)e.Row.Cells[2].Controls[1];
curr.ExchangeRate = opportunity.ExchangeRate.GetValueOrDefault(1);
curr.CurrentCode = opportunity.ExchangeRateCode;
}
}
private void SetPrimaryContactFromOppContacts(IOpportunity opportunity)
{
var contact = GetPrimaryOppContact(opportunity.Contacts) ??
GetPrimaryContact(opportunity.Account.Contacts);
if (Contact.LookupResultValue == null)
{
Contact.LookupResultValue = contact;
}
LeadId.LookupResultValue = null;
}
/// <summary>
/// Gets the opp account manager.
/// </summary>
/// <param name="opportunityId">The opportunity id.</param>
/// <returns></returns>
private static IUser GetOppAccountManager(string opportunityId)
{
IUser user = null;
IOpportunity opp = null;
using (ISession session = new SessionScopeWrapper())
{
opp = EntityFactory.GetById <IOpportunity>(opportunityId);
user = opp.AccountManager;
}
return(user);
}
public static void ValidateCommissionStep(IOpportunity opportunity, out Boolean result)
{
// TODO: Complete business rule implementation
result = false;
using (ISession session = new SessionScopeWrapper()) {
string strSQL = "select count(*) from salesorder where salescommission>0 and salescommission2>0 and accountid='"+opportunity.Account.Id.ToString()+"' and opportunityid='"+opportunity.Id.ToString()+"'";
int salesorder = session.CreateSQLQuery(strSQL).UniqueResult<int>();
if (salesorder > 0) {
result = true;
}
}
}
public static void chkbxOverrideSalesPotential_OnChangeStep(IEditSalesPotential form, EventArgs args)
{
if (!form.chkbxOverrideSalesPotential.Checked)
{
form.curSalesPotential.IsReadOnly = true;
IOpportunity opportunity = form.CurrentEntity as IOpportunity;
opportunity.CalculateSalesPotential();
}
else
{
form.curSalesPotential.IsReadOnly = true;
}
}
private static IList <IContact> GetOppContacts(string opportunityId)
{
List <IContact> contacts = new List <IContact>();
IOpportunity opp = null;
opp = EntityFactory.GetById <IOpportunity>(opportunityId);
foreach (IOpportunityContact oppCon in opp.Contacts)
{
contacts.Add(oppCon.Contact);
}
return(contacts);
}
/// <summary>
/// Sets the status to Open if the dialog is cancelled. This is limited because it does not know the
/// prior status so it resets to a pre-determined value.
/// </summary>
/// <param name="form">the instance of the OpportunityClosedWon dialog</param>
/// <param name="args">empty</param>
public static void cmdCancel_OnClickStep1(IOpportunityClosedWon form, EventArgs args)
{
IOpportunity opportunity = form.CurrentEntity as IOpportunity;
if (!(opportunity.Closed ?? false))
{
object resOpen = form.GetResource("Opp_Status_Open").ToString();
if (resOpen != null)
{
opportunity.Status = resOpen.ToString();
}
}
}
public static void GetInitialSalesRepStep( IOpportunity opportunity, out System.String result)
{
// TODO: Complete business rule implementation
string fswon = string.Empty;
try{
using (ISession session = new SessionScopeWrapper())
{
string sql = "select username from userinfo where userid='"+opportunity.Account.AccountConferon.InitialSalesRep.ToString()+"'";
fswon = session.CreateSQLQuery(sql).UniqueResult<string>();
}
}catch(Exception){}
result=fswon;
}
public static void OnLoad1Step(IOpportunityContacts form, EventArgs args)
{
IOpportunity opportunity = form.CurrentEntity as IOpportunity;
if (opportunity.Account == null)
{
form.lueAssociateContact.Enabled = false;
}
else
{
form.lueAssociateContact.Enabled = true;
}
}
/// <summary>
/// Sets the status to Open if the dialog is cancelled. This is limited because it does not know the
/// prior status so it resets to a pre-determined value.
/// </summary>
/// <param name="form">the instance of the OpportunityClosedWon dialog</param>
/// <param name="args">empty</param>
public static void cmdCancel_OnClickStep1(IOpportunityClosedWon form, EventArgs args)
{
IOpportunity opportunity = form.CurrentEntity as IOpportunity;
if (!(opportunity.Closed ?? false))
{
object resOpen = System.Web.HttpContext.GetGlobalResourceObject("Opportunity", "Opp_Status_Open");
if (resOpen != null)
{
opportunity.Status = resOpen.ToString(); //"Open";
}
}
}
public static void OnBeforeInsertStep( IOpportunity opportunity, ISession session)
{
if(opportunity.BusinessPotential <= 0)
{
throw new Sage.Platform.Application.ValidationException("Please Enter Proper Business Potential...");
}
if(opportunity.Products.Count <= 0)
{
throw new Sage.Platform.Application.ValidationException("Product required...");
}
}
public static void SLXSocial_OnCreateStep( IOpportunity opportunity)
{
var appCtx = Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Application.IContextService>();
if(appCtx.HasContext("NewEntityParameters")){
var entityParams = appCtx["NewEntityParameters"] as System.Collections.Generic.Dictionary<String,String>;
if(entityParams != null && entityParams.ContainsKey("OpportunityDescription")) {
opportunity.Description = (String)entityParams["OpportunityDescription"];
}
if(entityParams != null && entityParams.ContainsKey("OpportunityNotes")) {
opportunity.Notes = (String)entityParams["OpportunityNotes"];
}
appCtx.RemoveContext("NewEntityParameters");
}
}
protected void dtpDateOpened_DateTimeValueChanged(object sender, EventArgs e)
{
IOpportunity opportunity = BindingSource.Current as IOpportunity;
opportunity.DateOpened = dtpDateOpened.DateTimeValue;
if (opportunity != null)
{
lblSummary.Text = String.Format(GetLocalResourceObject("lblSummary.Caption").ToString(),
opportunity.DaysOpen);
lblSummaryActivity.Text =
String.Format(GetLocalResourceObject("lblSummaryActivity.Caption").ToString(),
opportunity.DaysSinceLastActivity);
}
}
private bool ValuesSet(EntityHistory hist)
{
switch (hist.EntityType.Name)
{
case "IAccount":
IAccount account = EntityFactory.GetById <IAccount>(hist.EntityId.ToString());
Account.LookupResultValue = account;
Contact.LookupResultValue = GetPrimaryContact(account.Contacts);
return(true);
case "IContact":
IContact contact = EntityFactory.GetById <IContact>(hist.EntityId.ToString());
Contact.LookupResultValue = contact;
Account.LookupResultValue = contact.Account;
return(true);
case "IOpportunity":
IOpportunity opportunity = EntityFactory.GetById <IOpportunity>(hist.EntityId.ToString());
Opportunity.LookupResultValue = opportunity;
Account.LookupResultValue = opportunity.Account;
foreach (IOpportunityContact oppContact in opportunity.Contacts)
{
if (oppContact.IsPrimary.HasValue)
{
if ((bool)oppContact.IsPrimary)
{
Contact.LookupResultValue = oppContact.Contact;
break;
}
}
}
return(true);
case "ITicket":
ITicket ticket = EntityFactory.GetById <ITicket>(hist.EntityId.ToString());
Ticket.LookupResultValue = ticket;
Account.LookupResultValue = ticket.Account;
Contact.LookupResultValue = ticket.Contact;
return(true);
case "ILead":
SetDivVisible(VisibleDiv.Lead);
ILead lead = EntityFactory.GetById <ILead>(hist.EntityId.ToString());
LeadId.LookupResultValue = lead;
Company.Text = lead.Company;
return(true);
}
return(false);
}
public static void SetupIntegrationContractStep(IInsertOpportunity form, EventArgs args)
{
IOpportunity opportunity = form.CurrentEntity as IOpportunity;
if (opportunity == null)
{
return;
}
Sage.Platform.SData.IAppIdMappingService oMappingService = Sage.Platform.Application.ApplicationContext.Current.Services.Get <Sage.Platform.SData.IAppIdMappingService>(false);
if (oMappingService != null && oMappingService.IsIntegrationEnabled())
{
if (!opportunity.CanChangeOperatingCompany())
{
form.lueERPApplication.Enabled = false;
form.luePriceList.Enabled = false;
}
else
{
form.lueERPApplication.Enabled = true;
object oValue = form.lueERPApplication.LookupResultValue;
string sValue = string.Empty;
if (oValue != null)
{
sValue = oValue.ToString();
}
if (string.IsNullOrEmpty(sValue))
{
form.luePriceList.Text = string.Empty;
form.luePriceList.LookupResultValue = null;
form.luePriceList.Enabled = false;
}
else
{
form.luePriceList.Enabled = true;
}
SalesLogix.HighLevelTypes.LookupPreFilter filterAppId = new SalesLogix.HighLevelTypes.LookupPreFilter();
filterAppId.LookupEntityName = "Sage.Entity.Interfaces.IAppIdMapping";
filterAppId.PropertyName = "Id";
filterAppId.OperatorCode = "!=";
filterAppId.FilterValue = oMappingService.LocalAppId;
filterAppId.PropertyType = "System.String";
form.lueERPApplication.LookupPreFilters.Add(filterAppId);
}
}
else
{
form.clIntegrationContract.Visible = false;
}
}
/// <summary>
/// Gets the opp contacts.
/// </summary>
/// <param name="opportunityId">The opportunity id.</param>
/// <returns></returns>
private static IList <IContact> GetOppContacts(string opportunityId)
{
List <IContact> contacts = new List <IContact>();
IOpportunity opp = null;
using (ISession session = new SessionScopeWrapper())
{
opp = EntityFactory.GetById <IOpportunity>(opportunityId);
foreach (IOpportunityContact oppCon in opp.Contacts)
{
contacts.Add(oppCon.Contact);
}
}
return(contacts);
}
/// <summary>
/// Sets the flag, LostReplaced, on the opportunity competitor indicating that this opportunity
/// competitor was associated as a competitor lost to.
/// </summary>
/// <param name="form">The opportunity closed lost form.</param>
/// <param name="args">The event arguments.<see cref="System.EventArgs"/> instance containing the event data.</param>
public static void lueCompetitorLoss_OnChange(IOpportunityClosedLost form, EventArgs args)
{
ICompetitor competitor = form.lueCompetitorLoss.LookupResultValue as ICompetitor;
if (competitor != null)
{
IOpportunity opportunity = form.CurrentEntity as IOpportunity;
opportunity.SetOppCompetitorReplacedFlag(competitor);
}
Sage.Platform.WebPortal.Services.IPanelRefreshService panelRefresh = form.Services.Get <Sage.Platform.WebPortal.Services.IPanelRefreshService>();
if (panelRefresh != null)
{
panelRefresh.RefreshMainWorkspace();
}
}
public static void ValidateRequiredInsertStep( IOpportunity opportunity, out Boolean result)
{
// TODO: Complete business rule implementation
bool validate = true;
if (opportunity.AccountManager.ToString()==null || string.IsNullOrEmpty(opportunity.AccountManager.ToString())){
validate = false;
throw new Sage.Platform.Application.ValidationException("AccountManager is required.");
}
if (opportunity.OpportunityCIUDF.Main_arrival_Date.ToString()==null || string.IsNullOrEmpty(opportunity.OpportunityCIUDF.Main_arrival_Date.ToString())){
validate = false;
throw new Sage.Platform.Application.ValidationException("Main Arrival Date is required.");
}
if (opportunity.OpportunityCIUDF.Main_departure_Date.ToString()==null || string.IsNullOrEmpty(opportunity.OpportunityCIUDF.Main_departure_Date.ToString())){
validate = false;
throw new Sage.Platform.Application.ValidationException("Main Departure Date is required.");
}
if (opportunity.Owner==null ){
validate = false;
throw new Sage.Platform.Application.ValidationException("Sales Domain is required.");
}
if (opportunity.Type==null || string.IsNullOrEmpty(opportunity.Type)){
validate = false;
throw new Sage.Platform.Application.ValidationException("Event Type is required.");
}
if (opportunity.OpportunityCIUDF.Frequency==null || string.IsNullOrEmpty(opportunity.OpportunityCIUDF.Frequency.ToString())){
validate = false;
throw new Sage.Platform.Application.ValidationException("Frequency is required.");
}
if (opportunity.LeadSource==null){
validate = false;
throw new Sage.Platform.Application.ValidationException("Opp. Lead Source is required.");
}
//if (opportunity.OpportunityCIUDF.FirstTimeEvent==false || string.IsNullOrEmpty(opportunity.OpportunityCIUDF.FirstTimeEvent.ToString())){
if (opportunity.OpportunityCIUDF.FirstTimeEvent==null) {
validate = false;
throw new Sage.Platform.Application.ValidationException("First Time Event is required.");
}
result=validate;
}
public static void DuplicateOpportunityStep( IOpportunity opportunity)
{
// TODO: Complete business rule implementation
IOpportunity opty = EntityFactory.Create<IOpportunity>();
opty.Description = "Copy of "+opportunity.Description;
opty.Account = opportunity.Account;
opty.Closed = false;
opty.OpportunityCIUDF.Lost = false;
opty.OpportunityCIUDF.Cancelled = false;
opty.OpportunityCIUDF.FirstTimeEvent = null;
opty.CreateUser = "******";
opty.OpportunityCIUDF.CreateUser = "******";
opty.Win = null;
opty.EstimatedClose = opportunity.EstimatedClose;
opty.LeadSource = opportunity.LeadSource;
opty.AccountManager = opportunity.AccountManager;
opty.OpportunityCIUDF.Main_arrival_Date = opportunity.OpportunityCIUDF.Main_arrival_Date;
opty.OpportunityCIUDF.Main_departure_Date = opportunity.OpportunityCIUDF.Main_departure_Date;
opty.OpportunityCIUDF.Main_arrival_day = opportunity.OpportunityCIUDF.Main_arrival_day;
opty.OpportunityCIUDF.Main_departure_day = opportunity.OpportunityCIUDF.Main_departure_day;
opty.OpportunityCIUDF.Location = opportunity.OpportunityCIUDF.Location;
opty.Owner = opportunity.Owner;
foreach(IOpportunityProduct op in opportunity.Products)
{
IOpportunityProduct opprd = EntityFactory.Create<IOpportunityProduct>();
opprd.Opportunity = opty;
opprd.Product = op.Product;
opprd.Price = op.Price;
opprd.Status = "Satisfaction";
opprd.CloseProbability = 20;
opprd.CreateUser = "******";
opprd.ExtendedPrice = op.ExtendedPrice;
opprd.PriceEffectiveDate = op.PriceEffectiveDate;
opty.Products.Add(opprd);
}
opty.Save();
}
/// <summary>
/// Does the action.
/// </summary>
/// <param name="spaId">The spa id.</param>
private void DoAction(string spaId)
{
string result = string.Empty;
ISalesProcessAudit spAudit = Helpers.GetSalesProcessAudit(spaId);
this._opportunity = GetOpportunity(spAudit.EntityId);
this._salesProcess = Helpers.GetSalesProcess(spAudit.EntityId);
if (spAudit == null)
return;
try
{
result = _salesProcess.CanCompleteStep(spaId);
if (result == string.Empty)
{
string actionType = spAudit.ActionType;
switch (actionType.ToUpper())
{
case "NONE":
break;
case "MAILMERGE":
result = DoMailMerge(spAudit);
break;
case "SCRIPT":
result = DoWebAction(spAudit);
break;
case "FORM":
result = DoWebForm(spAudit);
break;
case "PHONECALL":
result = DoActivity(spAudit);
break;
case "TODO":
result = DoActivity(spAudit);
break;
case "MEETING":
result = DoActivity(spAudit);
break;
case "LITREQUEST":
result = DoLitRequest(spAudit);
break;
case "CONTACTPROCESS":
result = DoContactProcess(spAudit);
break;
case "ACTIVITYNOTEPAD":
result = GetLocalResourceObject("ActvityNotePadNotSupported").ToString(); //"Activity Note Pad not in availble in Web.";
break;
default:
break;
}
}
}
catch (Exception ex)
{
result = ex.Message;
}
if (DialogService != null)
{
if (!string.IsNullOrEmpty(result))
{
string msg = string.Format(GetLocalResourceObject("MSG_ProcessActionResult").ToString(), spAudit.StepName, result);
DialogService.ShowMessage(msg);
}
}
}
/// <summary>
/// Shows the sales process info.
/// </summary>
/// <param name="opportunity">The opportunity.</param>
/// <returns></returns>
private bool ShowSalesProcessInfo(IOpportunity opportunity)
{
bool result = false;
if ((opportunity.Status.Equals(GetLocalResourceObject("Status_Open").ToString())) || (opportunity.Status.Equals(GetLocalResourceObject("Status_Inactive").ToString())))
{
IRepository<ISalesProcesses> rep = EntityFactory.GetRepository<ISalesProcesses>();
IQueryable qry = (IQueryable)rep;
IExpressionFactory ep = qry.GetExpressionFactory();
ICriteria crit = qry.CreateCriteria();
crit.Add(ep.Eq("EntityId", opportunity.Id.ToString()));
IProjection proj = qry.GetProjectionsFactory().Count("Id");
crit.SetProjection(proj);
int count = (int)crit.UniqueResult();
result = (count > 0);
}
return result;
}
/// <summary>
/// Adds the attachments to lead.
/// </summary>
/// <param name="sourceLead">The source lead.</param>
/// <param name="account">The account.</param>
/// <param name="contact">The contact.</param>
private void AddAttachmentsToLead(ILead sourceLead, IAccount account, IContact contact, IOpportunity opportunity)
{
IList<IAttachment> attachments = EntityFactory.GetRepository<IAttachment>().FindByProperty("LeadId", sourceLead.Id.ToString());
foreach (IAttachment attachment in attachments)
sourceLead.AddAttachmentsContactID(contact, account, opportunity, attachment);
}
/// <summary>
/// Loads the snap shot.
/// </summary>
/// <param name="stage">The stage.</param>
private void LoadSnapShot(ISalesProcessAudit stage)
{
if (stage != null)
{
this._opportunity = GetParentEntity() as IOpportunity;
this._opportunity.Stage = stage.StageName;
valueCurrnetStage.Text = stage.StageName;
valueProbabilty.Text = stage.Probability.ToString() + "%";
valueDaysInStage.Text = Convert.ToString(this._salesProcess.DaysInStage(stage.Id.ToString()));
valueEstDays.Text = Convert.ToString(_salesProcess.EstimatedDaysToClose());
dtpEstClose.DateTimeValue = (DateTime)_salesProcess.EstimatedCloseDate();
}
else
{
valueCurrnetStage.Text = "''";
valueProbabilty.Text = "0%";
valueDaysInStage.Text = "0";
valueEstDays.Text = "0";
dtpEstClose.DateTimeValue = DateTime.MinValue;
dtpEstClose.Text = string.Empty;
}
}
private bool GetOpportunityStatusMatch(IOpportunity opportunity, string statusType)
{
if (opportunity == null) return false;
switch (statusType)
{
case "ClosedWon":
return ReferenceEquals(opportunity.Status, GetLocalResourceObject("Status_ClosedWon")) || opportunity.Status == "Closed - Won";
case "ClosedLost":
return ReferenceEquals(opportunity.Status, GetLocalResourceObject("Status_ClosedLost")) || opportunity.Status == "Closed - Lost";
case "Open":
return ReferenceEquals(opportunity.Status, GetLocalResourceObject("Status_Open")) || opportunity.Status == "Open";
case "Inactive":
return ReferenceEquals(opportunity.Status, GetLocalResourceObject("Status_Inactive")) || opportunity.Status == "Inactive";
}
return false;
}
/// <summary> /// Analyze opportunities published on Exchange. /// </summary> public abstract void Handle(IOpportunity<MultiLineTextList, IViewModelBase> message);
private bool GetOpportunityStatusMatch(IOpportunity opportunity, string statusType)
{
if (opportunity == null) return false;
switch (statusType)
{
case "ClosedWon":
var resourceObject = GetLocalResourceObject("Status_ClosedWon");
return resourceObject != null && (opportunity.Status == resourceObject.ToString() || opportunity.Status == "Closed - Won");
case "ClosedLost":
resourceObject = GetLocalResourceObject("Status_ClosedLost");
return resourceObject != null && (opportunity.Status == resourceObject.ToString() || opportunity.Status == "Closed - Lost");
case "Open":
resourceObject = GetLocalResourceObject("Status_Open");
return resourceObject != null && (opportunity.Status == resourceObject.ToString() || opportunity.Status == "Open");
case "Inactive":
resourceObject = GetLocalResourceObject("Status_Inactive");
return resourceObject != null && (opportunity.Status == resourceObject.ToString() || opportunity.Status == "Inactive");
}
return false;
}
protected IOpportunityProduct CreateOpportunityProduct(IOpportunity opportunity, string ProductId,
double Quantity, double Price, string AMProductName)
{
if (opportunity == null) { throw new ArgumentException("There was a problem reading the opportunity."); }
if (String.IsNullOrEmpty(ProductId)) { throw new ArgumentException("ProductId must have a value."); }
IProduct product = Sage.Platform.EntityFactory.GetById<IProduct>(ProductId);
if (product != null) {
// Add the Product and the Custom Values
IOpportunityProduct oppProd = EntityFactory.Create<IOpportunityProduct>();
oppProd.Product = product;
oppProd.Opportunity = opportunity;
bool isInList = false;
// Check If Product is already on the List
foreach (IOpportunityProduct op in opportunity.Products) {
if (string.Compare(Convert.ToString(op.Product.Id), Convert.ToString(oppProd.Product.Id)) == 0) {
op.Quantity++;
isInList = true;
break;
}
}
if (!isInList) {
oppProd.Sort = Convert.ToInt32(opportunity.Products.Count) + 1;
oppProd.Quantity = Quantity; //1; ssommerfeldt
oppProd.Discount = 0;
if (oppProd.Product.ProductProgram.Count != 0) {
foreach (IProductProgram prodProgram in oppProd.Product.ProductProgram) {
if (prodProgram.DefaultProgram == true) {
oppProd.CalculatedPrice = Convert.ToDecimal(Price); //ssommmerfeldt prodProgram.Price;
oppProd.Program = prodProgram.Program;
oppProd.Price = Convert.ToDecimal(Price);// ssommerfeldt prodProgram.Price;
}
}
} else {
oppProd.CalculatedPrice = Convert.ToDecimal(Price);// ssommerfeldtConvert.ToDecimal(oppProd.Product.Price);
oppProd.Price = Convert.ToDecimal(Price);// ssommerfeldtoppProd.Product.Price;
}
oppProd.ExtendedPrice = oppProd.CalculatedPrice * Convert.ToDecimal(oppProd.Quantity);
//==============
// Other Fields
//==============
oppProd.Discount = 0;
oppProd.OpportunityProductEx.ConnectingToPI = "";
if (oppProd.Product.Name.IndexOf("Maintenance", 0) > 0 && !String.IsNullOrEmpty(AMProductName)) {
//Check it is a Maintenance Product
oppProd.OpportunityProductEx.Maintenance_product = AMProductName;
}
return oppProd;
}
}
return null;
}
/// <summary>
/// Loads the view.
/// </summary>
private void LoadView()
{
_OppFulfilmentTemplate = GetParentEntity() as IOpportunity;
LoadGrid();
LoadcomboBox();
Sage.Entity.Interfaces.IOpportunity _entity = BindingSource.Current as Sage.Entity.Interfaces.IOpportunity ;
if (_entity != null)
{
if (_entity.OppFulFilTasks.Count > 0)
{
ddlTemplates.Visible = false;
cmdAddTemplate.Visible = false;
}
else
{
ddlTemplates.Visible = true;
cmdAddTemplate.Visible = true;
}
}
//Senior Opps
if (IsMember("Senior Operations", "G"))
{
cmdRemoveTemplate.Visible = true;
}
else
{
cmdRemoveTemplate.Visible = false;
}
}
public static DataTable GetStageAndTasks(IOpportunity OpportunityFulfilment)
{
DataTable table = GetDataTable();
DataTable returntable = GetDataTable();
//=========================================
//Create Return Table
//=========================================
foreach (IOppFulFilStage stage in OpportunityFulfilment.OppFulFilStages)
{
DataRow row = table.NewRow();
row["id"] = string.Format("{0}:S", stage.Id);
row["Type"] = "STAGE";
row["Description"] = stage.Description;
row["Status"] = stage.Status;
if (stage.StageSequence == null)
{
row["StageSequence"] = 0;
}
else
{
row["StageSequence"] = stage.StageSequence;
}
row["TaskSequence"] = 0;
table.Rows.Add(row);
if (stage.OppFulFilTasks.Count == 0)
{
DataRow row2 = table.NewRow();
row2["id"] = string.Format("{0}:T", "PLACE_HOLDER");
row2["Type"] = "PLACE_HOLDER";
row2["Description"] = "There are no tasks assigned to this stage";
if (stage.StageSequence == null)
{
row2["StageSequence"] = 0;
}
else
{
row2["StageSequence"] = stage.StageSequence;
}
row2["TaskSequence"] = 0;
table.Rows.Add(row2);
}
else
{
foreach (IOppFulFilTask task in stage.OppFulFilTasks)
{
DataRow row3 = table.NewRow();
row3["id"] = string.Format("{0}:T", task.Id);
row3["Type"] = "TASK";
row3["Description"] = task.Description;
row3["Status"] = task.Status;
row3["Priority"] = task.Priority;
if (task.Completed != null) {
row3["Completed"] = task.Completed;
}
try
{
row3["StageSequence"] = stage.StageSequence;
}
catch
{
row3["StageSequence"] = 0;
}
try
{
row3["TaskSequence"] = task.TaskSequence;
}
catch
{
row3["TaskSequence"] = 1;
}
try
{
row3["NeededDate"] = task.DueDate;
}
catch
{
}
try
{
row3["CompletedDate"] = task.CompletedDate ;
}
catch
{
}
try
{
row3["WeightedPercentage"] = task.WeightedPercentage;
}
catch
{
row3["WeightedPercentage"] = 0;
}
table.Rows.Add(row3);
}
continue;
}
}
//========================================================================
// Sort by Stage and Task
// The Select Method just returns an Array of Rows
//========================================================================
foreach (DataRow tmpRow in table.Select("", "StageSequence, TaskSequence"))
{
DataRow row4 = returntable.NewRow();
row4["id"] = tmpRow["id"];
row4["Type"] = tmpRow["Type"];
row4["Description"] = tmpRow["Description"];
row4["Status"] = tmpRow["Status"];
row4["Priority"] = tmpRow["Priority"];
row4["StageSequence"] = tmpRow["StageSequence"];
row4["TaskSequence"] = tmpRow["TaskSequence"];
row4["NeededDate"] = tmpRow["NeededDate"];
row4["CompletedDate"] = tmpRow["CompletedDate"];
row4["WeightedPercentage"] = tmpRow["WeightedPercentage"];
row4["Completed"] = tmpRow["Completed"];
returntable.Rows.Add(row4);
}
return returntable;
}
/// <summary>
/// Analyze opportunities published on Exchange.
/// </summary>
public override void Handle(IOpportunity<MultiLineTextList, IViewModelBase> message)
{
History.Events.ThinkingAboutTargetEvent.Publish(System.Guid.Empty);
//WE ONLY CARE ABOUT STUDY OPPORTUNITIES
if (message.Category != StudyResources.CategoryStudy)
return;
//WE DON'T CARE ABOUT MESSAGES WE PUBLISH OURSELVES
if (message.PublisherId == Id)
return;
//CURRENTLY, WE ONLY CARE IF THE JOB INFO IS A STUDY JOB INFO<MLTLIST>
if (!(message.JobInfo is StudyJobInfo<MultiLineTextList, IViewModelBase>))
return;
//WE ONLY CARE IF WE UNDERSTAND THE STUDYJOBINFO.CRITERIA
var studyJobInfo = (StudyJobInfo<MultiLineTextList, IViewModelBase>)message.JobInfo;
if (!(studyJobInfo.Criteria is StudyJobCriteria))
return;
//WE HAVE A GENUINE OPPORTUNITY WE WOULD BE INTERESTED IN
//MAKE THE OFFER FOR THE JOB
var offer =
new Offer<MultiLineTextList, IViewModelBase>(message,
this.Id,
this,
GetOfferAmount(),
StudyResources.CategoryStudy,
null);
//FIRST ADD THIS OFFER TO OUR LIST OF OFFERS
_OpenOffers.Add(offer);
//PUBLISH THE OFFER
Exchange.Ton.Publish(offer);
}
/// <summary>
/// Does the action.
/// </summary>
/// <param name="spaId">The spa id.</param>
private void DoAction(string spaId)
{
string result = string.Empty;
ISalesProcessAudit spAudit = Helpers.GetSalesProcessAudit(spaId);
this._opportunity = GetOpportunity(spAudit.EntityId);
this._salesProcess = Helpers.GetSalesProcess(spAudit.EntityId);
if (spAudit == null)
return;
try
{
result = _salesProcess.CanCompleteStep(spaId);
if (result == string.Empty)
{
string actionType = spAudit.ActionType;
switch (actionType.ToUpper())
{
case "NONE":
break;
case "MAILMERGE":
result = DoMailMerge(spAudit);
break;
case "SCRIPT":
result = DoWebAction(spAudit);
break;
case "FORM":
result = DoWebForm(spAudit);
break;
case "PHONECALL":
result = DoActivity(spAudit);
break;
case "TODO":
result = DoActivity(spAudit);
break;
case "MEETING":
result = DoActivity(spAudit);
break;
case "LITREQUEST":
result = DoLitRequest(spAudit);
break;
case "CONTACTPROCESS":
result = DoContactProcess(spAudit);
break;
case "ACTIVITYNOTEPAD":
result = GetLocalResourceObject("ActvityNotePadNotSupported").ToString(); //"Activity Note Pad not in availble in Web.";
break;
default:
break;
}
}
}
catch (Exception ex)
{
if (ErrorHelper.CanShowExceptionMessage(ex))
{
result = ex.Message;
}
else
{
log.Error(
string.Format("The call to SmartParts_OpportunitySalesProcess_SalesProcess.DoAction('{0}') failed",
spAudit), ex);
result = Resources.SalesLogix.WereSorryMsg;
}
}
if (DialogService != null)
{
if (!string.IsNullOrEmpty(result))
{
// MSG_ProcessActionResult: For step |B|{0}|/B| : + NewLine + {1}
string msg =
HttpUtility.HtmlEncode(string.Format(GetLocalResourceObject("MSG_ProcessActionResult").ToString(),
spAudit.StepName, result)).Replace("|B|", "<b>").Replace(
"|/B|", "</b>").Replace(Environment.NewLine, "<br />");
DialogService.ShowHtmlMessage(msg);
}
}
}
/// <summary>
/// Loads the view.
/// </summary>
private void LoadView()
{
if (this.Visible)
{
this._opportunity = GetParentEntity() as IOpportunity;
string opportunityId = this.EntityContext.EntityID.ToString();
luOppContact.SeedProperty = "Opportunity.Id";
luOppContact.SeedValue = opportunityId;
txtOpportunityId.Value = opportunityId;
//set the current userId
SLXUserService service = ApplicationContext.Current.Services.Get<IUserService>() as SLXUserService;
IUser user = service.GetUser() as IUser;
currentUserId.Value = user.Id.ToString();
//set the primary opp contactid
IContact primeContact = GetPrimaryOppContact(opportunityId);
if (primeContact != null)
primaryOppContactId.Value = primeContact.Id.ToString();
else
primaryOppContactId.Value = string.Empty;
//set the account manager id
accountManagerId.Value = _opportunity.AccountManager.Id.ToString();
//Set the opportunity contact count
txtOppContactCount.Value = Convert.ToString(GetOppContactCount(opportunityId));
LoadSalesProcessDropDown();
LoadSalesProcess(opportunityId);
string _UserId = "", AccManager = "";
Sage.Platform.Security.IUserService _IUserService = Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Security.IUserService>();
_UserId = _IUserService.UserId; //get login Userid
AccManager = Convert.ToString(this._opportunity.AccountManager.Id);
if ((AccManager.Trim() == _UserId.Trim() || Convert.ToString(this._opportunity.Account.AccountManager.Id) == _UserId.Trim()) && (this._opportunity.Status != "Closed - Won" && this._opportunity.Status.ToUpper() != "LOST" && this._opportunity.Status.ToUpper() != "DROPPED"))
{
}
else
{
ddlStages.Enabled = false;
ddLSalesProcess.Enabled = false;
SalesProcessGrid.Enabled = false;
btnStages.Enabled = false;
cmdCompleteDate.Enabled = false;
cmdCompleteStep.Enabled = false;
cmdDoAction.Enabled = false;
cmdSelectContactNext.Enabled=false;
cmdSelectUserNext.Enabled = false;
cmdStartDate.Enabled = false;
}
}
}
/// <summary>
/// Loads the view.
/// </summary>
private void LoadView()
{
if (this.Visible)
{
this._opportunity = GetParentEntity() as IOpportunity;
string opportunityId = this.EntityContext.EntityID.ToString();
luOppContact.SeedProperty = "Opportunity.Id";
luOppContact.SeedValue = opportunityId;
txtOpportunityId.Value = opportunityId;
//set the current userId
SLXUserService service = ApplicationContext.Current.Services.Get<IUserService>() as SLXUserService;
IUser user = service.GetUser() as IUser;
currentUserId.Value = user.Id.ToString();
//set the primary opp contactid
IContact primeContact = GetPrimaryOppContact(opportunityId);
if (primeContact != null)
primaryOppContactId.Value = primeContact.Id.ToString();
else
primaryOppContactId.Value = string.Empty;
//set the account manager id
accountManagerId.Value = _opportunity.AccountManager.Id.ToString();
//Set the opportunity contact count
txtOppContactCount.Value = Convert.ToString(GetOppContactCount(opportunityId));
LoadSalesProcessDropDown();
LoadSalesProcess(opportunityId);
}
}
/// <summary>
/// Formats the email body.
/// </summary>
/// <param name="opportunity">The opportunity.</param>
/// <returns></returns>
private string FormatEmailBody(IOpportunity opportunity)
{
IContextService context = ApplicationContext.Current.Services.Get<IContextService>(true);
TimeZone timeZone = (TimeZone) context.GetContext("TimeZone");
string datePattern = CultureInfo.CurrentCulture.DateTimeFormat.ShortDatePattern;
string oppProducts = String.Empty;
bool oppWon = GetOpportunityStatusMatch(opportunity, "ClosedWon");
bool oppLost = GetOpportunityStatusMatch(opportunity, "ClosedLost");
string emailBody = String.Format("{0} \r\n", GetLocalResourceObject("lblEmailInfo.Caption"));
emailBody += String.Format("{0} {1} \r\n", GetLocalResourceObject("lblEmailOppDesc.Caption"),
CheckForNullValue(opportunity.Description));
emailBody += String.Format("{0} {1} \r\n", GetLocalResourceObject("lblEmailOppAccount.Caption"),
CheckForNullValue(opportunity.Account != null
? opportunity.Account.AccountName
: String.Empty));
emailBody += String.Format("{0} {1} \r\n", GetLocalResourceObject("EmailOppAcctMgr.Caption"),
CheckForNullValue(opportunity.AccountManager));
emailBody += String.Format("{0} {1} \r\n", GetLocalResourceObject("EmailOppReseller.Caption"),
CheckForNullValue(opportunity.Reseller));
emailBody += String.Format("{0} {1} \r\n", GetLocalResourceObject("EmailOppEstClose.Caption"),
opportunity.EstimatedClose.HasValue
? timeZone.UTCDateTimeToLocalTime((DateTime) opportunity.EstimatedClose).ToString
(datePattern)
: String.Empty);
emailBody += String.Format("{0} {1} \r\n", GetLocalResourceObject("EmailOppCloseProb.Caption"),
CheckForNullValue(opportunity.CloseProbability));
emailBody += String.Format("{0} {1} \r\n\r\n", GetLocalResourceObject("EmailOppComments.Caption"),
CheckForNullValue(opportunity.Notes));
emailBody += String.Format("{0} \r\n", GetLocalResourceObject("EmailOppValue.Caption"));
//emailBody += BusinessRuleHelper.AccountingSystemHandlesSO()
// ? String.Format("{0} {1} \r\n", GetLocalResourceObject("EmailOppPotential.Caption"),
// curERPOpenBaseSalesPotential.FormattedText)
// : String.Format("{0} {1} \r\n", GetLocalResourceObject("EmailOppPotential.Caption"),
// curOpenBaseSalesPotential.FormattedText);
emailBody += String.Format("{0} {1} \r\n\r\n", GetLocalResourceObject("EmailOppWeighted.Caption"),
curBaseWeighted.FormattedText);
emailBody += String.Format("{0} \r\n", GetLocalResourceObject("EmailOppSummary.Caption"));
if (oppWon || oppLost)
{
emailBody += String.Format("{0} \r\n",
String.Format(
GetLocalResourceObject("EmailOppWonLostSummary.Caption").ToString(),
dtpClosedWonSummary.Text,
Convert.ToString(opportunity.DaysOpen)));
emailBody += oppWon
? String.Format("{0} \r\n",
String.Format(
GetLocalResourceObject("EmailOppReasonWon.Caption").ToString(),
CheckForNullValue(opportunity.Reason)))
: String.Format("{0} \r\n",
String.Format(
GetLocalResourceObject("EmailOppReasonLost.Caption").ToString(),
CheckForNullValue(opportunity.Reason)));
}
else
{
emailBody += String.Format("{0} \r\n",
String.Format(GetLocalResourceObject("EmailOppStageSummary.Caption").ToString(),
CheckForNullValue(opportunity.Stage)));
}
emailBody += String.Format("{0} \r\n\r\n",
String.Format(GetLocalResourceObject("lblEmailOppType.Caption").ToString(),
CheckForNullValue(opportunity.Type)));
emailBody += String.Format("{0} \r\n", GetLocalResourceObject("EmailOppProducts.Caption"));
oppProducts = Enumerable.Aggregate(opportunity.Products, oppProducts,
(current, oppProduct) =>
current +
String.Format("{0} ({1}); ", oppProduct.Product, oppProduct.Quantity));
if (!string.IsNullOrEmpty(oppProducts))
emailBody += String.Format("{0} \r\n\r\n", CheckForNullValue(oppProducts.Substring(0, oppProducts.Length - 2)));
if (oppWon || oppLost)
emailBody += String.Format("{0} \r\n{1} \r\n\r\n", GetLocalResourceObject("EmailOppCompetitors.Caption"),
GetOpportunityCompetitors());
emailBody += String.Format("{0} \r\n", GetLocalResourceObject("EmailOppContacts.Caption"));
emailBody = Enumerable.Aggregate(opportunity.Contacts, emailBody,
(current, oppContact) =>
current +
String.Format("{0} \r\n",
String.Format("{0}, {1}; {2}", oppContact.Contact.Name,
oppContact.Contact.Title, oppContact.SalesRole)));
return HttpUtility.JavaScriptStringEncode(emailBody);
}
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>
/// Formats the email body.
/// </summary>
/// <param name="opportunity">The opportunity.</param>
/// <returns></returns>
private string FormatEmailBody(IOpportunity opportunity)
{
IContextService context = ApplicationContext.Current.Services.Get<IContextService>(true);
TimeZone timeZone = (TimeZone) context.GetContext("TimeZone");
string datePattern = CultureInfo.CurrentCulture.DateTimeFormat.ShortDatePattern;
string oppProducts = String.Empty;
bool oppWon = opportunity.Status.Equals(GetLocalResourceObject("Status_ClosedWon").ToString());
bool oppLost = opportunity.Status.Equals(GetLocalResourceObject("Status_ClosedLost").ToString());
string emailBody = String.Format("{0} %0A", GetLocalResourceObject("lblEmailInfo.Caption"));
emailBody += String.Format("{0} {1} %0A", GetLocalResourceObject("lblEmailOppDesc.Caption"),
CheckForNullValue(opportunity.Description));
emailBody += String.Format("{0} {1} %0A", GetLocalResourceObject("lblEmailOppAccount.Caption"),
CheckForNullValue(opportunity.Account != null
? opportunity.Account.AccountName
: String.Empty));
emailBody += String.Format("{0} {1} %0A", GetLocalResourceObject("EmailOppAcctMgr.Caption"),
CheckForNullValue(opportunity.AccountManager));
emailBody += String.Format("{0} {1} %0A", GetLocalResourceObject("EmailOppReseller.Caption"),
CheckForNullValue(opportunity.Reseller));
emailBody += String.Format("{0} {1} %0A", GetLocalResourceObject("EmailOppEstClose.Caption"),
opportunity.EstimatedClose.HasValue
? timeZone.UTCDateTimeToLocalTime((DateTime) opportunity.EstimatedClose).ToString(
datePattern)
: String.Empty);
emailBody += String.Format("{0} {1} %0A", GetLocalResourceObject("EmailOppCloseProb.Caption"),
CheckForNullValue(opportunity.CloseProbability));
emailBody += String.Format("{0} {1} %0A%0A", GetLocalResourceObject("EmailOppComments.Caption"),
CheckForNullValue(opportunity.Notes));
emailBody += String.Format("{0} %0A", GetLocalResourceObject("EmailOppValue.Caption"));
emailBody += String.Format("{0} {1} %0A", GetLocalResourceObject("EmailOppPotential.Caption"),
curOpenBaseSalesPotential.FormattedText);
emailBody += String.Format("{0} {1} %0A%0A", GetLocalResourceObject("EmailOppWeighted.Caption"),
curBaseWeighted.FormattedText);
emailBody += String.Format("{0} %0A", GetLocalResourceObject("EmailOppSummary.Caption"));
if (oppWon || oppLost)
{
emailBody += String.Format("{0} %0A",
String.Format(
GetLocalResourceObject("EmailOppWonLostSummary.Caption").ToString(),
dtpClosedWonSummary.Text,
Convert.ToString(opportunity.DaysOpen)));
if (oppWon)
emailBody += String.Format("{0} %0A",
String.Format(GetLocalResourceObject("EmailOppReasonWon.Caption").ToString(),
CheckForNullValue(opportunity.Reason)));
else
emailBody += String.Format("{0} %0A",
String.Format(
GetLocalResourceObject("EmailOppReasonLost.Caption").ToString(),
CheckForNullValue(opportunity.Reason)));
}
else
{
emailBody += String.Format("{0} %0A",
String.Format(GetLocalResourceObject("EmailOppStageSummary.Caption").ToString(),
CheckForNullValue(opportunity.Stage)));
}
emailBody += String.Format("{0} %0A%0A",
String.Format(GetLocalResourceObject("lblEmailOppType.Caption").ToString(),
CheckForNullValue(opportunity.Type)));
emailBody += String.Format("{0} %0A", GetLocalResourceObject("EmailOppProducts.Caption"));
foreach (IOpportunityProduct oppProduct in opportunity.Products)
oppProducts += String.Format("{0} ({1}); ", oppProduct.Product, oppProduct.Quantity);
if (!string.IsNullOrEmpty(oppProducts))
emailBody += String.Format("{0} %0A%0A", CheckForNullValue(oppProducts.Substring(0, oppProducts.Length - 2)));
if (oppWon || oppLost)
emailBody += String.Format("{0} %0A{1} %0A%0A", GetLocalResourceObject("EmailOppCompetitors.Caption"),
GetOpportunityCompetitors());
emailBody += String.Format("{0} %0A", GetLocalResourceObject("EmailOppContacts.Caption"));
foreach (IOpportunityContact oppContact in opportunity.Contacts)
emailBody += String.Format("{0} %0A",
String.Format("{0}, {1}; {2}", oppContact.Contact.Name,
oppContact.Contact.Title, oppContact.SalesRole));
return PortalUtil.JavaScriptEncode(emailBody.Replace("+", "%20"));
}
private bool ProductIsAssociatedToOpportunity(IOpportunity opportunity, IProduct product)
{
bool isInList = false;
foreach (IOpportunityProduct op in opportunity.Products)
{
if (op.Product.Id.Equals(product.Id))
{
isInList = true;
break;
}
}
return isInList;
}
/// <summary>
/// Updates controls which are set to use multi currency.
/// </summary>
/// <param name="opportunity">The opportunity.</param>
/// <param name="exchangeRate">The exchange rate.</param>
private void UpdateMultiCurrencyExchangeRate(IOpportunity opportunity, Double exchangeRate)
{
string myCurrencyCode = BusinessRuleHelper.GetMyCurrencyCode();
IExchangeRate myExchangeRate =
EntityFactory.GetById<IExchangeRate>(String.IsNullOrEmpty(myCurrencyCode) ? "USD" : myCurrencyCode);
double myRate = 0;
if (myExchangeRate != null)
myRate = myExchangeRate.Rate.GetValueOrDefault(1);
string currentCode = opportunity.ExchangeRateCode;
curOpenSalesPotential.CurrentCode = currentCode;
curOpenSalesPotential.ExchangeRate = exchangeRate;
curMyCurSalesPotential.CurrentCode = myCurrencyCode;
curMyCurSalesPotential.ExchangeRate = myRate;
curActualWon.CurrentCode = currentCode;
curActualWon.ExchangeRate = exchangeRate;
curMyCurActualWon.CurrentCode = myCurrencyCode;
curMyCurActualWon.ExchangeRate = myRate;
curPotentialLost.CurrentCode = currentCode;
curPotentialLost.ExchangeRate = exchangeRate;
curMyCurPotentialLost.CurrentCode = myCurrencyCode;
curMyCurPotentialLost.ExchangeRate = myRate;
curWeighted.CurrentCode = currentCode;
curWeighted.ExchangeRate = exchangeRate;
curMyCurWeighted.CurrentCode = myCurrencyCode;
curMyCurWeighted.ExchangeRate = myRate;
}
public void Publish(IOpportunity opportunity)
{
_EventAggregator.Publish(opportunity);
}
