コード例 #1
0
        private void PopulateIndustries()
        {
            bizMessage bizM = new bizMessage();

            bizIndustry           biz  = new bizIndustry();
            IQueryable <Industry> inds = biz.ListIndustriesByKeyword(this.txtFindIndustry.Text);

            this.ucMessanger1.ProcessMessages(biz.MSGS, true);

            this.lstIndustry.Items.Clear();
            if (this.txtFindIndustry.Text != "")
            {
                foreach (Industry ind in inds)
                {
                    this.lstIndustry.Items.Add(new ListItem(ind.IndustryName + " (" + ind.AnzsicCode + ")", ind.AnzsicCode));
                }
                this.lstIndustry.Visible     = true;
                this.lblFoundIndustries.Text = this.lstIndustry.Items.Count.ToString() + " industries found";
            }
            else
            {
                this.lstIndustry.Visible     = false;
                this.lblFoundIndustries.Text = "";
            }
        }
コード例 #2
0
        protected void Page_Load(object sender, EventArgs e)
        {
            try
            {
                if (!this.IsPostBack)
                {
                    // ((Main)Master).AuthenticateUser();

                    if (Session["USER"] == null)
                    {
                        bizMessage bizM = new bizMessage();
                        this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
                        return;
                    }
                    bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
                    if (user.Role == (int)Enums.enUserRole.Executive)
                    {
                        Response.Redirect("~/Dashboard.aspx", false);
                        return;
                    }

                    ((Main)Master).HeaderTitle = "Dashboard Totals";
                    ((HtmlGenericControl)((Main)Master).FindControl("divWrapper")).Attributes["class"] = "wrapper-report";
                }
            }
            catch (Exception ex)
            {
                bizLog.InsertExceptionLog(ex);
                Response.Redirect("~/ErrorPage.aspx", false);
            }
        }
コード例 #3
0
 protected void btnLookup_Click(object sender, EventArgs e)
 {
     try
     {
         bizMessage bizM = new bizMessage();
         this.lblFindMessage.Visible = false;
         this.lstExecutives.Visible  = false;
         if (this.txtFind.Text == "")
         {
             this.lblFindMessage.Visible = true;
             return;
         }
         bizSetting          biz   = new bizSetting();
         NameValueCollection execs = bizActiveDirectory.FindAccountExecutive(this.txtFind.Text);
         if (execs.Count > 0)
         {
             this.lstExecutives.Items.Clear();
             foreach (String exec in execs)
             {
                 this.lstExecutives.Items.Add(new ListItem(exec, execs[exec]));
             }
             this.lstExecutives.Visible = true;
         }
     }
     catch (Exception ex)
     {
         bizLog.InsertExceptionLog(ex);
         Response.Redirect("~/ErrorPage.aspx", false);
     }
 }
コード例 #4
0
        private void PopulateOpportunitySummary()
        {
            bizMessage bizM = new bizMessage();

            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;

            this.lblOpportunityName.Text = o.OpportunityName;
            this.lblOpportunityDue.Text  = string.Format("{0:dd-MMM-yy}", o.OpportunityDue);

            List <sp_web_GetCurrentOpportunityStatusResult> s = biz.GetCurrentOpportunityStatus(o.OpportunityID);

            this.ucMessanger1.ProcessMessages(biz.MSGS, false);
            if (s != null)
            {
                this.lblStatus.Text = s.First().StatusName;
            }

            if (o.ContactID.HasValue == true)
            {
                this.ddlContact.SelectedValue = o.ContactID.ToString();
            }
        }
コード例 #5
0
        private void PopulateClientDetails()
        {
            bizMessage bizM = new bizMessage();

            bizClient biz = new bizClient();
            Client    c;

            c = biz.GetClient(int.Parse(Request.QueryString["cid"]));
            this.ucMessanger1.ProcessMessages(biz.MSGS, true);

            if (c == null)
            {
                return;
            }

            //client details
            this.lblClientName.Text  = c.ClientName;
            this.lblOfficePhone.Text = c.OfficePhone;
            if (c.Address == null)
            {
                this.lblAddress.Text     = "no address";
                this.lblAddress.CssClass = "page-text-nodata";
            }
            else
            {
                this.lblAddress.Text = c.Address + ", " + c.Location + " " + c.StateCode + " " + c.PostCode;
            }
            if (c.Industry != null)
            {
                this.lblAssociation.Text = c.Industry.IndustryName + " (" + c.Industry.AnzsicCode + ")";
            }
            if (c.AssociationCode != null)
            {
                this.lblAssociation.Text = c.Association.AssociationName;
            }

            //executive
            var u = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(c.AccountExecutiveID);

            bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);
            this.ucMessanger1.ProcessMessages(biz.MSGS, false);
            this.lblAccountExecutive.Text = "<b>" + exec.DisplayName + "</b>" + ", " + exec.Branch + " (" + exec.Region + ")";

            if (c.Inactive == true)
            {
                this.lblClientName.Enabled       = false;
                this.lblOfficePhone.Enabled      = false;
                this.lblAddress.Enabled          = false;
                this.lblAssociation.Enabled      = false;
                this.lblAccountExecutive.Enabled = false;
            }
            else
            {
                this.lblClientName.Enabled       = true;
                this.lblOfficePhone.Enabled      = true;
                this.lblAddress.Enabled          = true;
                this.lblAssociation.Enabled      = true;
                this.lblAccountExecutive.Enabled = true;
            }
        }
コード例 #6
0
        protected void Page_Load(object sender, EventArgs e)
        {
            try
            {
                if (!this.IsPostBack)
                {
                    //((Main)Master).AuthenticateUser();

                    bizMessage bizM = new bizMessage();
                    if (Session["USER"] == null)
                    {
                        this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
                        return;
                    }
                    ((Main)Master).HeaderTitle = "Report";
                    ((HtmlGenericControl)((Main)Master).FindControl("divWrapper")).Attributes["class"] = "wrapper-report";

                    bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
                    bizSetting         bizS = new bizSetting();

                    PopulateTeams();
                    PopulateDefaults();
                    LoadNorthSydneyReport();
                }
            }
            catch (Exception ex)
            {
                bizLog.InsertExceptionLog(ex);
                Response.Redirect("~/ErrorPage.aspx", false);
            }
        }
コード例 #7
0
        protected void Page_Load(object sender, EventArgs e)
        {
            try
            {
                if (!this.IsPostBack)
                {
                    //((Main)Master).AuthenticateUser();

                    if (Session["USER"] == null)
                    {
                        bizMessage bizM = new bizMessage();
                        this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
                        return;
                    }
                    ((Main)Master).HeaderTitle = "List client search results";
                    this.txtSearchCriteria.Focus();
                    PopulateControls();
                }
            }
            catch (Exception ex)
            {
                bizLog.InsertExceptionLog(ex);
                Response.Redirect("~/ErrorPage.aspx", false);
            }
        }
コード例 #8
0
        protected void Page_Load(object sender, EventArgs e)
        {
            try
            {
                if (!this.IsPostBack)
                {
                    if (Session["USER"] == null)
                    {
                        bizMessage bizM = new bizMessage();
                        this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
                        return;
                    }
                    var master = (Main)Master;
                    if (master != null)
                    {
                        master.HeaderTitle = "Edit client";
                    }

                    PopulateClientDetails();
                    SetAddressControls();
                }
            }
            catch (Exception ex)
            {
                bizLog.InsertExceptionLog(ex);
                Response.Redirect("~/ErrorPage.aspx", false);
            }
        }
コード例 #9
0
        private void PopulateOpportunities()
        {
            var bizM = new bizMessage();

            var biz = new bizClient();
            var ss  = biz.FindOpportunities(txtFindOpportunity.Text);

            lstOpportunity.Items.Clear();
            if (txtFindOpportunity.Text != "")
            {
                foreach (var s in ss)
                {
                    lstOpportunity.Items.Add(new ListItem(s, s));
                }

                lstOpportunity.Visible     = true;
                divOpportunities.Visible   = true;
                lblFoundOpportunities.Text = lstOpportunity.Items.Count + " opportunities found";
            }
            else
            {
                lstOpportunity.Visible     = false;
                divSource.Visible          = false;
                lblFoundOpportunities.Text = "";
            }
        }
コード例 #10
0
        protected void Page_Load(object sender, EventArgs e)
        {
            try
            {
                if (!this.IsPostBack)
                {
                    //((Main)Master).AuthenticateUser();

                    if (Session["USER"] == null)
                    {
                        bizMessage bizM = new bizMessage();
                        this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
                        return;
                    }

                    using (Timeline.Capture("Dashboard.aspx", "ASP.NET"))
                    {
                        ((Main)Master).HeaderTitle = "Dashboard";
                        ((HtmlGenericControl)((Main)Master).FindControl("divWrapper")).Attributes["class"] = "wrapper-report";
                        Security();
                    }
                }
            }
            catch (Exception ex)
            {
                bizLog.InsertExceptionLog(ex);
                Response.Redirect("~/ErrorPage.aspx", false);
            }
        }
コード例 #11
0
        protected void Page_Load(object sender, EventArgs e)
        {
            try
            {
                if (!this.IsPostBack)
                {
                    //((Main)Master).AuthenticateUser();

                    if (Session["USER"] == null)
                    {
                        bizMessage bizM = new bizMessage();
                        this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
                        return;
                    }
                    ((Main)Master).HeaderTitle = "Assign Oportunities ";
                    bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];

                    PopulateFilters();
                    FilterGridsUtilities.PopulateRegionsBranchesAndExecutives(user, ddlFilterRegion, ddlFilterBranch, ddlFilterExcutives, (user.Role == (int)Enums.enUserRole.Executive || user.Role == (int)Enums.enUserRole.Branch) ? false : true, true);
                    FilterGridsUtilities.PopulateRegionsBranchesAndExecutives(user, ddlRegion, ddlBranch, ddlExecutive, (user.Role == (int)Enums.enUserRole.Executive || user.Role == (int)Enums.enUserRole.Branch) ? false : true, false);

                    ddlFilterRegion_SelectedIndexChanged(ddlRegion, new EventArgs());
                    ddlFilterBranch_SelectedIndexChanged(ddlRegion, new EventArgs());
                    PopulateFollowUps();
                }
            }
            catch (Exception ex)
            {
                bizLog.InsertExceptionLog(ex);
                Response.Redirect("~/ErrorPage.aspx", false);
            }
        }
コード例 #12
0
        private void PopulateAdditionalControls()
        {
            bizMessage bizM = new bizMessage();

            bizOpportunity biz = new bizOpportunity();
            Opportunity    o   = biz.GetOpportunity(int.Parse(Request.QueryString["oid"]));

            if (o == null)
            {
                return;
            }

            this.lblIncumbentBroker.Text  = o.IncumbentBroker;
            this.lblIncumbentInsurer.Text = o.IncumbentInsurer;
            this.lblOpportunityDue2.Text  = String.Format("{0:dd-MMM-yy}", o.OpportunityDue);
            if (o.ClassificationID.HasValue == true)
            {
                this.lblClassification.Text = o.Classification.ClassificationName;
            }
            this.lblNetBrokerageQuoted.Text = string.Format("{0:C}", o.NetBrokerageQuoted);
            this.lblNetBrokerageActual.Text = string.Format("{0:C}", o.NetBrokerageActual);
            this.lblDateCompleted.Text      = String.Format("{0:dd-MMM-yy}", o.DateCompleted);
            this.lblMemoNumber.Text         = o.MemoNumber;
            this.lblClientCode.Text         = o.Client.ClientCode;
        }
コード例 #13
0
        protected void btnSave_Click(object sender, EventArgs e)
        {
            try
            {
                this.ucMessanger1.ClearMessages();
                this.ucMessanger1.UnmarkControls();

                bizMessage bizM = new bizMessage();
                if (this.lstExecutives.SelectedValue == "")
                {
                    this.ucMessanger1.ProcessMessage("Account Executive: " + bizM.GetMessageText("ValueNotSelected"), Enums.enMsgType.Err, "", null, true);
                    return;
                }

                bizClient biz = new bizClient();

                if (biz.TransferClient(int.Parse(Request.QueryString["cid"]), this.lstExecutives.SelectedValue) == true)
                {
                    Response.Redirect("FindClient.aspx", false);
                }
                this.ucMessanger1.ProcessMessages(biz.MSGS, true);
            }
            catch (Exception ex)
            {
                bizLog.InsertExceptionLog(ex);
                Response.Redirect("~/ErrorPage.aspx", false);
            }
        }
コード例 #14
0
 protected void Page_Load(object sender, EventArgs e)
 {
     try
     {
         if (!this.IsPostBack)
         {
             if (Session["USER"] == null)
             {
                 bizMessage bizM = new bizMessage();
                 this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
                 return;
             }
             SetControls();
             PopulateClassification();
             PopulateBusinessType();
             if (Request.QueryString["cc"] != null)
             {
                 PopulateClientFromBA();
             }
             SetBusinessTypeControls();
         }
         SetAddressControls();
     }
     catch (Exception ex)
     {
         bizLog.InsertExceptionLog(ex);
         Response.Redirect("~/ErrorPage.aspx", false);
     }
 }
コード例 #15
0
        private void PopulateIndustries()
        {
            var bizM = new bizMessage();

            var biz  = new bizIndustry();
            var inds = biz.ListIndustriesByKeyword(txtFindIndustry.Text);

            lstIndustry.Items.Clear();
            if (txtFindIndustry.Text != "")
            {
                foreach (var ind in inds)
                {
                    lstIndustry.Items.Add(new ListItem(ind.IndustryName + " (" + ind.AnzsicCode + ")", ind.AnzsicCode));
                }
                lstIndustry.Visible     = true;
                divIndustry.Visible     = true;
                lblFoundIndustries.Text = lstIndustry.Items.Count + " industries found";
            }
            else
            {
                lstIndustry.Visible     = false;
                divIndustry.Visible     = false;
                lblFoundIndustries.Text = "";
            }
        }
コード例 #16
0
        private void PopulateClientFromBA()
        {
            bizMessage bizM = new bizMessage();
            bizClient  biz  = new bizClient();
            List <sp_engage_get_clientResult> client;

            client = biz.GetClientFromBA(Request.QueryString["cc"].ToString());
            this.ucMessanger1.ProcessMessages(biz.MSGS, true);

            if (client.Count == 1)
            {
                this.txtClientCode.Text = client[0].ClientCode;
                this.txtClientName.Text = client[0].ClientName;
                this.txtAddress.Text    = client[0].Address_Line_1 + "\n" +
                                          client[0].Address_Line_2 + "\n" +
                                          client[0].Address_Line_3;
                this.txtOfficePhone.Text      = client[0].Phone;
                this.txtOfficeFacsimilie.Text = client[0].Fax;
                this.txtABNACN.Text           = client[0].ABN;
                int result;
                if (int.TryParse(client[0].Postcode, out result) == true &&
                    client[0].Postcode.Length == 4)
                {
                    this.ucAUPSS1.PostCode = client[0].Postcode;
                }
                //if (this.ucAUPSS1.SuburbControl.Items.FindByValue(client[0].Suburb) != null)
                //{
                //    this.ucAUPSS1.Suburb = client[0].Suburb;
                //}
                this.txtSource.Text = "iBAIS";
                if (client[0].Anzsic_Code != "")
                {
                    this.txtFindIndustry.Text = client[0].Anzsic_Code;
                }
                PopulateIndustries();
                if (this.lstIndustry.Items.Count == 1)
                {
                    this.lstIndustry.SelectedIndex = 0;
                }
                if (client[0].ActiveClientInd.ToString() == "N")
                {
                    if (this.ddlBusinessType.Items.Count > 0)
                    {
                        this.ddlBusinessType.SelectedValue = this.ddlBusinessType.Items.FindByText("Reclaimed business").Value;
                    }
                }
                else
                {
                    if (this.ddlBusinessType.Items.Count > 0)
                    {
                        this.ddlBusinessType.SelectedValue = this.ddlBusinessType.Items.FindByText("New business (Existing clients)").Value;
                    }
                }
            }
        }
コード例 #17
0
        private void PopulateClientDetails()
        {
            bizMessage bizM = new bizMessage();
            bizSetting bizS = new bizSetting();

            bizClient biz = new bizClient();
            Client    c;

            c = biz.GetClient(Convert.ToInt32(Request.QueryString["cid"]));
            this.ucMessanger1.ProcessMessages(biz.MSGS, true);

            if (c == null)
            {
                return;
            }

            //general
            this.lblClientName.Text       = c.ClientName;
            this.lblOfficeFacsimilie.Text = c.OfficeFacsimilie;
            this.lblOfficePhone.Text      = c.OfficePhone;

            //address
            this.lblAddress.Text = c.Address + ", " + c.Location + " " + c.StateCode + " " + c.PostCode;

            //executive
            var u = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(c.AccountExecutiveID);

            bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);
            this.ucMessanger1.ProcessMessages(biz.MSGS, false);
            this.lblAccountExecutive.Text = "<b>" + exec.DisplayName + "</b>" + ", " + exec.Branch + " (" + exec.Region + ")";

            //active contacts
            bizContact     bizA  = new bizContact();
            List <Contact> acons = c.Contacts.Where(co => co.Inactive == false).ToList();

            this.grvActiveContacts.DataSource = acons;
            this.ucMessanger1.ProcessMessages(bizA.MSGS, false);
            this.grvActiveContacts.DataBind();
            this.lblActiveContacts.Text = acons.Count.ToString();

            //inactive contacts
            bizContact     bizI  = new bizContact();
            List <Contact> icons = c.Contacts.Where(co => co.Inactive == true).ToList();

            this.grvInactiveContacts.DataSource = icons;
            this.ucMessanger1.ProcessMessages(bizI.MSGS, false);
            this.grvInactiveContacts.DataBind();
            this.lblInactiveContacts.Text = icons.Count.ToString();

            //buttons
            this.btnBack.PostBackUrl = "ViewClient.aspx?cid=" + c.ClientID.ToString();
        }
コード例 #18
0
        private void PopulateClientDetails()
        {
            bizMessage bizM = new bizMessage();
            bizSetting bizS = new bizSetting();

            bizClient biz = new bizClient();
            Client    c;

            c = biz.GetClient(Convert.ToInt32(Request.QueryString["cid"]));
            this.ucMessanger1.ProcessMessages(biz.MSGS, true);

            if (c == null)
            {
                return;
            }

            //general
            this.lblClientName.Text       = c.ClientName;
            this.lblOfficeFacsimilie.Text = c.OfficeFacsimilie;
            this.lblOfficePhone.Text      = c.OfficePhone;

            //address
            this.lblAddress.Text = c.Address + ", " + c.Location + " " + c.StateCode + " " + c.PostCode;

            //executive
            var u = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(c.AccountExecutiveID);

            bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);
            this.ucMessanger1.ProcessMessages(biz.MSGS, false);
            this.lblAccountExecutive.Text = "<b>" + exec.DisplayName + "</b>" + ", " + exec.Branch + " (" + exec.Region + ")";

            //open opportunities
            List <sp_web_ListClientOpenOpportunitiesResult> ooppos = biz.ListClientOpenOpportunities(c.ClientID);

            this.ucMessanger1.ProcessMessages(biz.MSGS, false);
            this.grvOpenOpportunities.DataSource = ooppos;
            this.grvOpenOpportunities.DataBind();
            this.lblOpenOpportunities.Text = ooppos.Count.ToString();

            //open opportunities
            List <sp_web_ListClientClosedOpportunitiesResult> coppos = biz.ListClientClosedOpportunities(c.ClientID);

            this.ucMessanger1.ProcessMessages(biz.MSGS, false);
            this.grvClosedOpportunities.DataSource = coppos;
            this.grvClosedOpportunities.DataBind();
            this.lblClosedOpportunities.Text = coppos.Count.ToString();

            //buttons
            this.btnBack.PostBackUrl = "ViewClient.aspx?cid=" + c.ClientID.ToString();
        }
コード例 #19
0
        private void PopulateAssociations()
        {
            bizMessage bizM = new bizMessage();

            bizClient biz = new bizClient();
            IQueryable <Association> asss = biz.ListAssociationsByIndustry(this.lstIndustry.SelectedValue);

            this.ucMessanger1.ProcessMessages(biz.MSGS, true);

            this.ddlAssociation.Items.Clear();
            this.ddlAssociation.Items.Add(new ListItem("-- Please Select --", ""));
            foreach (Association ass in asss)
            {
                this.ddlAssociation.Items.Add(new ListItem(ass.AssociationName, ass.AssociationCode));
            }
        }
コード例 #20
0
        private void LoadTallyboardReport()
        {
            this.ucMessanger1.ClearMessages();
            this.ucMessanger1.UnmarkControls();

            SearchOptions so = this.ucSearchOptions1.GetSearchOptions();

            if (so == null)
            {
                this.pnlResults_CollapsiblePanelExtender.ClientState = "true";
                this.pnlResults_CollapsiblePanelExtender.Collapsed   = true;
                return;
            }

            bizMessage bizM = new bizMessage();

            if (Session["USER"] == null)
            {
                this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
                this.pnlResults_CollapsiblePanelExtender.ClientState = "true";
                this.pnlResults_CollapsiblePanelExtender.Collapsed   = true;
                return;
            }

            bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];

            bizReport biz = new bizReport();
            List <proc_rpt_TallyboardResult> rs = biz.GetTallyBoardData(
                so.DateFrom,
                so.DateTo,
                so.Region,
                so.Branch,
                so.Executive,
                so.BusinessType,
                so.Classification,
                so.Sources,
                so.Industries,
                so.Opportunities);

            CalculateTotal(rs);
            rptTallyboard.DataSource = rs;
            rptTallyboard.DataBind();

            this.pnlResults_CollapsiblePanelExtender.ClientState = "false";
            this.pnlResults_CollapsiblePanelExtender.Collapsed   = false;
        }
コード例 #21
0
        private void PopulateContactDetails()
        {
            bizMessage bizM = new bizMessage();
            bizSetting bizS = new bizSetting();

            bizContact biz = new bizContact();
            Contact    c;

            c = biz.GetContact(Convert.ToInt32(Request.QueryString["coid"]));
            this.ucMessanger1.ProcessMessages(biz.MSGS, true);

            if (c == null)
            {
                return;
            }

            //general
            this.lblContactName.Text = c.ContactName;
            this.lblTitle.Text       = c.Title;
            this.lblMobile.Text      = c.Mobile;
            this.lblDirectLine.Text  = c.DirectLine;
            this.lblEmail.Text       = c.Email;

            //buttons
            this.btnActiveInactive.Text = c.Inactive == true ? "Activate" : "Inactivate";
            if (c.Email != "")
            {
                this.btnSendEmail.OnClientClick = "javascript:location.href='mailto:" + c.Email + "'";
            }
            else
            {
                this.btnSendEmail.Visible = false;
            }

            //audit
            ((Main)Master).HeaderDetails = "Client added by "
                                           + bizActiveDirectory.GetUserFullName(c.AddedBy)
                                           + " (" + string.Format("{0:dd-MMM-yy}", c.Added) + ")";

            if (c.Modified.HasValue == true)
            {
                ((Main)Master).HeaderDetails += " / modified by "
                                                + bizActiveDirectory.GetUserFullName(c.ModifiedBy)
                                                + " (" + string.Format("{0:dd-MMM-yy}", c.Modified.Value) + ")";
            }
        }
コード例 #22
0
        protected void btnSave_Click(object sender, EventArgs e)
        {
            try
            {
                this.ucMessanger1.ClearMessages();
                this.ucMessanger1.UnmarkControls();

                bizMessage bizM = new bizMessage();

                if (Session["USER"] == null)
                {
                    this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
                    return;
                }

                if (UIValidation() == false)
                {
                    return;
                }

                switch (this.ddlBusinessType.SelectedItem.Text)
                {
                case "Quick quote":     // go-to-market
                    InsertQuickQuote();
                    break;

                case "Quick win":     // accepted
                    InsertQuickWin();
                    break;

                case "Quick call":
                    InsertQuickCall();
                    break;

                default:
                    Insert();
                    break;
                }
            }
            catch (Exception ex)
            {
                bizLog.InsertExceptionLog(ex);
                Response.Redirect("~/ErrorPage.aspx", false);
            }
        }
コード例 #23
0
        private void PopulateClassification()
        {
            var bizM = new bizMessage();

            var biz = new bizOpportunity();
            List <Classification> cls;

            cls = biz.ListClassifications();

            if (cls == null)
            {
                return;
            }

            ddlClassification.Items.Clear();
            ddlClassification.Items.Add(new ListItem("(All)", "0"));
            foreach (var cl in cls)
            {
                ddlClassification.Items.Add(new ListItem(cl.ClassificationName, cl.ClassificationID.ToString()));
            }
        }
コード例 #24
0
        private bool UIValidation()
        {
            var bizM = new bizMessage();

            if (txtFrom.Text == "")
            {
                ucMessanger1.ProcessMessage("From Date: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err,
                                            "From", typeof(TextBox), true);
                return(false);
            }
            DateTime res;

            if (DateTime.TryParse(txtFrom.Text, out res) == false)
            {
                ucMessanger1.ProcessMessage("From Date: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err,
                                            "From", typeof(TextBox), true);
                return(false);
            }
            if (txtTo.Text == "")
            {
                ucMessanger1.ProcessMessage("To Date: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "To",
                                            typeof(TextBox), true);
                return(false);
            }
            //DateTime res;
            if (DateTime.TryParse(txtTo.Text, out res) == false)
            {
                ucMessanger1.ProcessMessage("To Date: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "To",
                                            typeof(TextBox), true);
                return(false);
            }
            if (DateTime.Parse(txtFrom.Text) > DateTime.Parse(txtTo.Text))
            {
                ucMessanger1.ProcessMessage("From - To: " + bizM.GetMessageText("DateFromGreaterThanDateTo"),
                                            Enums.enMsgType.Err, "From", typeof(TextBox), true);
                return(false);
            }

            return(true);
        }
コード例 #25
0
 protected void Page_Load(object sender, EventArgs e)
 {
     try
     {
         if (!this.IsPostBack)
         {
             if (Session["USER"] == null)
             {
                 bizMessage bizM = new bizMessage();
                 this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
                 return;
             }
         }
         ((Main)Master).HeaderTitle = "Client Opportunities All";
         PopulateClientDetails();
     }
     catch (Exception ex)
     {
         bizLog.InsertExceptionLog(ex);
         Response.Redirect("~/ErrorPage.aspx", false);
     }
 }
コード例 #26
0
        private void PopulateAdditionalControls()
        {
            bizMessage bizM = new bizMessage();

            bizOpportunity biz = new bizOpportunity();
            Opportunity    o   = biz.GetOpportunity(int.Parse(Request.QueryString["oid"]));

            if (o == null)
            {
                return;
            }

            this.txtIncumbentBroker.Text         = o.IncumbentBroker;
            this.txtIncumbentInsurer.Text        = o.IncumbentInsurer;
            this.txtOpportunityDue.Text          = String.Format("{0:dd/MM/yyyy}", o.OpportunityDue);
            this.ddlClassification.SelectedValue = o.ClassificationID.ToString();
            this.txtNetBrokerageQuoted.Text      = o.NetBrokerageQuoted.ToString();
            this.txtNetBrokerageActual.Text      = o.NetBrokerageActual.ToString();
            this.txtDateCompleted.Text           = String.Format("{0:dd/MM/yyyy}", o.DateCompleted);
            this.txtMemoNumber.Text = o.MemoNumber;
            this.txtClientCode.Text = o.Client.ClientCode;
        }
コード例 #27
0
        private void PopulateClassification()
        {
            bizMessage bizM = new bizMessage();

            bizOpportunity        biz = new bizOpportunity();
            List <Classification> cls;

            cls = biz.ListClassifications();
            this.ucMessanger1.ProcessMessages(biz.MSGS, true);

            if (cls == null)
            {
                return;
            }

            this.ddlClassification.Items.Clear();
            this.ddlClassification.Items.Add(new ListItem("-- Please Select --", ""));
            foreach (Classification cl in cls)
            {
                this.ddlClassification.Items.Add(new ListItem(cl.ClassificationName, cl.ClassificationID.ToString()));
            }
        }
コード例 #28
0
        protected void Page_Load(object sender, EventArgs e)
        {
            try
            {
                using (Timeline.Capture("FindClientAll.aspx", "ASP.NET"))
                {
                    if (Session["USER"] == null)
                    {
                        bizMessage bizM = new bizMessage();
                        this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
                        return;
                    }

                    ((Main)Master).HeaderTitle = "List client search results";
                    LoadClients();
                }
            }
            catch (Exception ex)
            {
                bizLog.InsertExceptionLog(ex);
                Response.Redirect("~/ErrorPage.aspx", false);
            }
        }
コード例 #29
0
        protected void Page_Load(object sender, EventArgs e)
        {
            try
            {
                using (Timeline.Capture("FollowUps.aspx", "ASP.NET"))
                {
                    if (!this.IsPostBack)
                    {
                        //((Main)Master).AuthenticateUser();

                        /********************************/
                        /* Start Section Authentication */
                        /********************************/
                        Stopwatch authenticationStopwatch = Stopwatch.StartNew();

                        if (Session["USER"] == null)
                        {
                            bizMessage bizM = new bizMessage();
                            this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
                            return;
                        }
                        ((Main)Master).HeaderTitle = "Opportunities on-the-go";

                        bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];

                        authenticationStopwatch.Stop();
                        Debug.WriteLine("Authentication stop watch " + authenticationStopwatch.ElapsedMilliseconds);

                        /*************************/
                        /* Start Section Filters */
                        /*************************/
                        Stopwatch filtersStopWatch = Stopwatch.StartNew();
                        PopulateFilters();
                        filtersStopWatch.Stop();
                        Debug.WriteLine("Filters stop watch " + filtersStopWatch.ElapsedMilliseconds);

                        /*****************/
                        /* Start Regions */
                        /*****************/
                        Stopwatch regionsStopWatch = Stopwatch.StartNew();
                        FilterGridsUtilities.PopulateRegionsBranchesAndExecutives(user, ddlRegion, ddlBranch, ddlExecutive, (user.Role == (int)Enums.enUserRole.Executive || user.Role == (int)Enums.enUserRole.Branch) ? false : true, true);
                        regionsStopWatch.Stop();
                        Debug.WriteLine("Regions stop watch " + regionsStopWatch.ElapsedMilliseconds);

                        /********************/
                        /* Start Follow Ups */
                        /********************/
                        Stopwatch followupsStopWatch = Stopwatch.StartNew();
                        PopulateFollowUps();
                        followupsStopWatch.Stop();
                        Debug.WriteLine("Followups stop watch " + followupsStopWatch.ElapsedMilliseconds);

                        ddlRegion_SelectedIndexChanged(ddlRegion, new EventArgs());
                        ddlBranch_SelectedIndexChanged(ddlRegion, new EventArgs());
                    }
                }
            }
            catch (Exception ex)
            {
                bizLog.InsertExceptionLog(ex);
                Response.Redirect("~/ErrorPage.aspx", false);
            }
        }
コード例 #30
0
        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;
            }
        }