/// <summary>
/// Handles the OnClick event of the cmdCompleteDate 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 cmdCompleteDate_OnClick(object sender, EventArgs e)
{
string contextValue = completeDateContext.Value;
string[] args = contextValue.Split(new Char[] { ':' });
string spaid = args[0];
DateTime completeDate = ResolveDateTime(args[1]);
ISalesProcesses salesProcess = Helpers.GetSalesProcess(this.EntityContext.EntityID.ToString());
string result = salesProcess.CanCompleteStep(spaid);
if (result == string.Empty)
{
salesProcess.CompleteStep(spaid, completeDate);
salesProcess.Save();
}
else
{
if (DialogService != null)
{
DialogService.ShowMessage(result);
}
return;
}
IPanelRefreshService refresher = PageWorkItem.Services.Get <IPanelRefreshService>();
refresher.RefreshAll();
}
/// <summary>
/// Handles the OnClick event of the cmdCompleteStep 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 cmdCompleteStep_OnClick(object sender, EventArgs e)
{
string stepContextValue = stepContext.Value;
string[] args = stepContextValue.Split(new Char[] { ':' });
string spaid = args[0];
ISalesProcesses salesProcess = Helpers.GetSalesProcess(this.EntityContext.EntityID.ToString());
if (args[1] == "False")
{
string result = salesProcess.CanCompleteStep(spaid);
if (result == string.Empty)
{
salesProcess.CompleteStep(spaid, DateTime.Now);
salesProcess.Save();
}
else
{
if (DialogService != null)
{
DialogService.ShowMessage(result);
}
return;
}
}
else
{
salesProcess.UnCompleteStep(spaid);
salesProcess.Save();
}
if (ddlStages.SelectedItem != null)
{
if (ddlStages.SelectedItem.Value != salesProcess.CurrentStageId)
{
ddlStages.SelectedIndex = ddlStages.Items.IndexOf(ddlStages.Items.FindByValue(salesProcess.CurrentStageId));
}
}
IPanelRefreshService refresher = PageWorkItem.Services.Get <IPanelRefreshService>();
refresher.RefreshAll();
this.UpdateSnapShot();
}
/// <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>
/// 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>
/// 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>
/// 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);
}
}
}
