public bool ConvertToClientTeam(ref ClientTeams saveTeam) { try { saveTeam.ProjectID = Project.ID; saveTeam.ClientStaffID = ContactID; saveTeam.ClientTeamRoleCode = RoleCode; saveTeam.FromDate = FromDate; saveTeam.ToDate = ToDate; return(true); } catch (Exception generalException) { MessageFunctions.Error("Error converting summary to client team record", generalException); return(false); } }
public bool Validate(ProjectContactProxy savedVersion) { bool contactChanged = true; bool roleChanged = true; bool startChanged = true; bool amendment = false; ClientTeams predecessor = Predecessor(); if (savedVersion == null) { savedVersion = new ProjectContactProxy(); } // Prevents having to check for null each time else { amendment = true; contactChanged = (savedVersion.ContactID != ContactID); roleChanged = (savedVersion.RoleCode != RoleCode); startChanged = (savedVersion.FromDate != FromDate); } try { string errorMessage = ""; if (Contact == null) { errorMessage = "Please choose a contact from the list, or use the 'Search' function.|No Contact Selected"; } else if (TeamRole == null) { errorMessage = "Please select a project role for the contact.|No Role Selected"; } else if (FromDate == null) { errorMessage = "Please enter a date from which this contact is (or was) part of the team.|No Start Date"; } else if (EffectiveTo < FromDate) { errorMessage = "The 'To' date cannot be after the 'From' date.|Invalid Dates"; } else if (amendment && (contactChanged || roleChanged) && savedVersion.IsHistoric) { errorMessage = "Past team members cannot be amended, except to change their dates.|Historic Record"; } else if (!Contact.Active && FromDate <= Today && EffectiveTo > Today) { errorMessage = Contact.ContactName + " is inactive and cannot be part of the current client team now, but can be added for a future date.|Inactive User"; } else if (IsDuplicate()) { errorMessage = Contact.ContactName + " already has the same role in the project during this period. Please check the existing record.|Duplicate Record"; } else if (HasKeyRole && predecessor == null && FromDate > Project.StartDate) { errorMessage = TeamRole.RoleDescription + " is a key role, and is not covered at the start of the project. Please adjust the 'from' date, then (if appropriate) " + "add an initial " + TeamRole.RoleDescription + " afterwards; the date of this record will then be adjusted automatically.|Key Role Not Covered"; } else if (HasKeyRole && Successor() == null & ToDate != null) { errorMessage = TeamRole.RoleDescription + " is a key role, and must always have a current record. Please leave the 'to' date blank, then (if appropriate) " + "add a subsequent " + TeamRole.RoleDescription + " afterwards; the date of this record will then be adjusted automatically.|Key Role Not Covered"; } else if (amendment && roleChanged && savedVersion.HasKeyRole) { errorMessage = "The existing role (" + savedVersion.TeamRole.RoleDescription + ") is a key role, and must always be filled during the project. Please ensure " + "continuity in that role (e.g. by selecting an alternative contact for this record) before changing/adding this contact's new project role.|Key Role Not Covered"; } if (errorMessage != "") { MessageFunctions.SplitInvalid(errorMessage); return(false); } } catch (Exception generalException) { MessageFunctions.Error("Error validating client project team details", generalException); return(false); } try { MessageFunctions.ClearQuery(); if (AlreadyOnProject()) { MessageFunctions.AddQuery(Contact.ContactName + " is already a client team member in a different capacity, or at a different time."); } if (amendment && (contactChanged || roleChanged) && Project.StartDate < Today.AddMonths(-1)) { MessageFunctions.AddQuery("This change is more than a month after the start of the project, which suggests an addition rather than amendment is required."); } if (startChanged && FromDate < Project.StartDate) { MessageFunctions.AddQuery("This role starts before the project's official start date (which may be correct if involved in initialising the project)."); } if (startChanged && FromDate > Today.AddYears(1)) { MessageFunctions.AddQuery("This role starts more than a year in the future."); } if (HasKeyRole) { if (predecessor != null && ((FromDate != null && (predecessor.FromDate == null || predecessor.FromDate < FromDate))) && ((ToDate != null && (predecessor.ToDate == null || predecessor.ToDate > ToDate))) ) { MessageFunctions.AddQuery("Projects can only have one client " + TeamRole.RoleDescription + " at a time, and this project already has another " + TeamRole.RoleDescription + " throughout this period. The existing record will automatically be split into 'before' and 'after' sections."); } else if (ProjectFunctions.SubsumesContact(this)) // Opposite scenario of above { MessageFunctions.AddQuery("Projects can only have one client " + TeamRole.RoleDescription + " at a time, and this period entirely covers an existing " + TeamRole.RoleDescription + " record. That record will therefore be automatically deleted, and other existing records' dates adjusted to avoid overlaps."); } else if (RoleOverlap()) // Only if not throwing above - i.e. there is at least one overlap, but no complete replacement or split { MessageFunctions.AddQuery("Projects can only have one client " + TeamRole.RoleDescription + " at a time, and this project already has another " + TeamRole.RoleDescription + " during part of this period. Existing records' dates will be automatically adjusted to avoid overlaps."); } if (predecessor != null && predecessor.ToDate != null && EffectiveFrom.AddDays(-1) > predecessor.ToDate) { MessageFunctions.AddQuery(TeamRole.RoleDescription + " is a key role, but this leaves a gap after the previous incumbent, so that record will be extended automatically. " + "If that is not correct please adjust the 'from' date, or (after saving) add another interim record in between; existing dates will be adjusted to fit."); } if (Successor() != null && Successor().FromDate != null && EffectiveTo.AddDays(1) < Successor().FromDate) { MessageFunctions.AddQuery(TeamRole.RoleDescription + " is a key role, but this leaves a gap to the next incumbent, so that record will be extended automatically. " + "If that is not correct please adjust the 'to' date, or (after saving) add another interim record in between; existing dates will be adjusted to fit."); } } return(MessageFunctions.AskQuery("")); } catch (Exception generalException) { MessageFunctions.Error("Error validating client project team details", generalException); return(false); } finally { MessageFunctions.ClearQuery(); } }