public static XLMain.Client GetClientFromIndex(string fileID)
{
try
{
FileInfo info = FileIndex(fileID);
string clientStr = "";
foreach (IndexPair pair in info.Indexes)
{
if (pair.index == "INDEX02")
{
clientStr = pair.value;
//once we have found what we want we need not look at other indexes
break;
}
}
clientStr = clientStr.Substring(0, clientStr.IndexOf("-"));
XLMain.Client client = new XLMain.Client();
client = XLMain.Client.FetchClientFromCode(clientStr.TrimEnd());
return(client);
}
catch (Exception ex)
{
XLtools.LogException("XLVC-ClientInfofromIndex", ex.ToString());
return(null);
}
}
public MergeClient(XLMain.Client client)
{
Manager = client.manager.name;
ManagerRole = XLMain.Staff.GetJobTitle(client.manager);
ManagerEmail = client.manager.emails.Where(x => x.primary).FirstOrDefault().email;
Partner = client.partner.name;
PartnerRole = XLMain.Staff.GetJobTitle(client.partner);
PartnerEmail = client.partner.emails.Where(x => x.primary).FirstOrDefault().email;
ManagerImage = client.manager.GetImageLocation();
PartnerImage = client.partner.GetImageLocation();
name = client.name;
clientcode = client.clientcode;
crmID = client.crmID;
relationship = client.relationship;
type = client.type;
status = client.status;
isLive = client.isLive;
wip = client.wip;
debtor = client.debtor;
department = client.department;
office = client.office;
IsIndividual = client.IsIndividual;
if (client.salutations.Where(x => x.primary).Count() > 0)
{
Addressee = client.salutations.Where(x => x.primary).FirstOrDefault().addressee;
Salutation = client.salutations.Where(x => x.primary).FirstOrDefault().salutation;
}
if (client.salutations.Count > 0)
{
Addressee = client.salutations.FirstOrDefault().addressee;
Salutation = client.salutations.FirstOrDefault().salutation;
}
else
{
Addressee = "";
Salutation = "Sirs";
}
if (client.addresses.Where(x => x.primary).Count() > 0)
{
Address = client.addresses.Where(x => x.primary).FirstOrDefault().addressBlock;
}
else if (client.addresses.Count > 0)
{
Address = client.addresses.FirstOrDefault().addressBlock;
}
else
{
Address = "";
}
if (Addressee != name)
{
AddresseeBlock = Addressee + Environment.NewLine + name;
}
else
{
AddresseeBlock = name;
}
}
public static List <XLMain.EntityCouplet> StaffList(XLMain.Staff user, XLMain.Client client, Boolean incSec, Boolean incML = false, List <XLMain.EntityCouplet> userList = null)
{
//create list
List <XLMain.EntityCouplet> users = new List <XLMain.EntityCouplet>();
//check whether we have been given a list
if (userList == null)
{
//populate it with everyone
userList = XLMain.Staff.AllStaff();
}
users = userList;
//assign list to temporary list for further adjustment
int i = 0;
//place current and connected users at the top of the list
if (user != null)
{
users.Insert(i, new XLMain.EntityCouplet(user.crmID, user.name));
i++;
}
if (client != null)
{
if (client.partner != null)
{
users.Insert(i, new XLMain.EntityCouplet(client.partner.crmID, client.partner.name));
i++;
}
if (client.manager != null)
{
users.Insert(i, new XLMain.EntityCouplet(client.manager.crmID, client.manager.name)); i++;
}
List <XLMain.Staff> conStaff = XLMain.Staff.connectedStaff(client.crmID);
if (conStaff != null)
{
foreach (XLMain.Staff staff in conStaff)
{
users.Insert(i, new XLMain.EntityCouplet(staff.crmID, staff.name));
i++;
}
}
//add secretarial
if (incSec)
{
XLMain.EntityCouplet secretarial = new XLMain.EntityCouplet();
secretarial.name = "Secretarial - " + client.manager.office;
users.Insert(i, secretarial);
i++;
}
}
//add ML
if (incML)
{
XLMain.EntityCouplet mL = new XLMain.EntityCouplet();
mL.name = "Milsted Langdon LLP";
users.Insert(i, mL);
i++;
}
List <XLMain.EntityCouplet> dedupedList = users.GroupBy(p => p.crmID).Select(g => g.First()).ToList();
return(dedupedList);
}