private void PopuplateFollowUpsSummary()
{
bizActivity biz = new bizActivity();
int? FollowUpsCount = 0;
int? FollowUpsOverdue = 0;
decimal? SubmittedAmount = 0;
int? SubmittedCount = 0;
int? SubmittedOverdue = 0;
bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
if (user == null)
{
return;
}
var allString = "(All)";
List <sp_web_FollowUpsResult> d1 = biz.GetFollowUps(user.UserName, 0, 0, -1, string.Join(",", new string[] { Enums.ActivityActions.Qualify.ToString(), Enums.ActivityActions.Recognise.ToString() }), allString, allString, true);
List <sp_web_FollowUpsResult> d2 = biz.GetFollowUps(user.UserName, 0, 0, -1, string.Join(",", new string[] { Enums.ActivityActions.Contact.ToString(), Enums.ActivityActions.Discover.ToString(), Enums.ActivityActions.Respond.ToString() }), allString, allString, false);
List <sp_web_FollowUpsResult> d3 = biz.GetFollowUps(user.UserName, 0, 0, -1, string.Join(",", new string[] { Enums.ActivityActions.Agree.ToString(), Enums.ActivityActions.Process.ToString() }), allString, allString, false);
var _allQualify = d1;
var _allRespond = d2.Where(x => x.FollowUpDate >= CalenderUtilities.CutOffDate).ToList();
var _allComplete = d3;
var allOpportunities = _allQualify.Concat(_allRespond).Concat(_allComplete).Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate).ToList();
var quoted = _allRespond.Sum(x => (x.NetBrokerageQuoted.HasValue) ? x.NetBrokerageQuoted : 0);
FollowUpsCount = allOpportunities.Count;
FollowUpsOverdue = allOpportunities.Where(x => x.FollowUpDate < DateTime.Today.Date).Count();
SubmittedAmount = quoted;
SubmittedCount = _allRespond.Count;
SubmittedOverdue = _allRespond.Where(x => x.FollowUpDate < DateTime.Today.Date).Count();
// biz.FollowUpsSummary(user.UserName, ref FollowUpsCount, ref FollowUpsOverdue, ref SubmittedCount, ref SubmittedAmount, ref SubmittedOverdue);
this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?1?", FollowUpsCount.ToString());
if (this.Environment == "Production")
{
this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?2?", "<span class='header-line2-due'>(" + FollowUpsOverdue.ToString() + " due)</span>");
this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?3?", "<span style='font-weight:bold;'>" + string.Format("{0:c}", SubmittedAmount) + "</span>");
this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?4?", "<span style='font-weight:bold;'>" + SubmittedCount.ToString() + "</span>");
this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?5?", "<span class='header-line2-due'>(" + SubmittedOverdue.ToString() + " due)</span>");
}
else
{
this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?2?", "<span class='header-line2-due-alt'>(" + FollowUpsOverdue.ToString() + " due)</span>");
this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?3?", "<span style='font-weight:bold;'>" + string.Format("{0:c}", SubmittedAmount) + "</span>");
this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?4?", "<span style='font-weight:bold;'>" + SubmittedCount.ToString() + "</span>");
this.lblHeaderLine2.Text = this.lblHeaderLine2.Text.Replace("?5?", "<span class='header-line2-due-alt'>(" + SubmittedOverdue.ToString() + " due)</span>");
}
}
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;
}
}
private void PopulateFollowUps()
{
var bizM = new bizMessage();
if (Session["USER"] == null)
{
ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "",
null, true);
return;
}
var user = (bizUser.enGageUser)Session["USER"];
var biz = new bizActivity();
bool isRegion, isBranch, isAll;
isRegion = isBranch = isAll = false;
GridUtilities.SetUserAllowedOpportunities(user, ref isRegion, ref isBranch, ref isAll);
var d1 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue),
int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Recognise",
ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll);
var d2 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue),
int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Qualify",
ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll);
var d3 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue),
int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Contact",
ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll);
var d4 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue),
int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Discover",
ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll);
var d5 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue),
int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Respond",
ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll);
var d6 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue),
int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Agree",
ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll);
var d7 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue),
int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Process",
ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll);
_allIdentify =
d1.Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate).ToList();
_allQualify =
d2.Concat(d1)
.Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate)
.ToList();
_allRespond =
d3.Concat(d4)
.Concat(d5)
.Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate)
.ToList();
_allComplete =
d6.Concat(d7)
.Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate)
.ToList();
// get the summary matrix for opprtunities
decimal?estimated = 0, quoted = 0, actual = 0;
int? noOfOpportunities = 0;
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);
//biz.FollowUpsMatrix(user.UserName, string.Join(",", new string[] { Enums.ActivityActions.Qualify.ToString(), Enums.ActivityActions.Recognise.ToString() }),false,CalenderUtilities.CutOffDate, ref noOfOpportunities, ref estimated, ref quoted, ref actual);
setFollowUpMatrix(lblQualifyMatrix, estimated, actual, _allQualify.Count,
Enums.ActivityActions.Qualify.ToString());
//biz.FollowUpsMatrix(user.UserName, string.Join(",", new string[] { Enums.ActivityActions.Contact.ToString(), Enums.ActivityActions.Discover.ToString(), Enums.ActivityActions.Respond.ToString() }),false,CalenderUtilities.CutOffDate, ref noOfOpportunities, ref estimated, ref quoted, ref actual);
setFollowUpMatrix(lblRespondMatrix, quoted, actual, _allRespond.Count,
Enums.ActivityActions.Contact.ToString());
//biz.FollowUpsMatrix(user.UserName, string.Join(",", new string[] { Enums.ActivityActions.Agree.ToString(), Enums.ActivityActions.Process.ToString() }),false,CalenderUtilities.CutOffDate, ref noOfOpportunities, ref estimated, ref quoted, ref actual);
setFollowUpMatrix(lblCompleteMatrix, quoted, actual, _allComplete.Count,
Enums.ActivityActions.Agree.ToString());
//this.grvIdentified.DataSource = allIdentify;
//this.ucMessanger1.ProcessMessages(biz.MSGS, true);
//this.grvIdentified.DataBind();
grvQualifiedIn.DataSource = _allQualify;
ucMessanger1.ProcessMessages(biz.MSGS, true);
grvQualifiedIn.DataBind();
grvInterested.DataSource = _allRespond;
ucMessanger1.ProcessMessages(biz.MSGS, true);
grvInterested.DataBind();
grvAccepted.DataSource = _allComplete;
ucMessanger1.ProcessMessages(biz.MSGS, true);
grvAccepted.DataBind();
// combine all results to have a filtered summery for the week
var allFollowups =
d1.Concat(d2)
.Concat(d3)
.Concat(d4)
.Concat(d5)
.Concat(d6)
.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();
grvSummary.DataSource = weeklyFilteredFollowUps;
ucMessanger1.ProcessMessages(biz.MSGS, true);
grvSummary.DataBind();
// change the way the gridview displays the header
AlterGridRendering(grvSummary);
AlterGridRendering(grvQualifiedIn);
AlterGridRendering(grvInterested);
AlterGridRendering(grvAccepted);
if (weeklyFilteredFollowUps.Count() <= grvSummary.PageSize)
{
lnkSeeAll0.Enabled = false;
}
else
{
lnkSeeAll0.Enabled = true;
}
lblQualifiedIn.Text = "Qualifying"; // + _allQualify.Count.ToString() + " active)";
lnkSeeAll2.Enabled = true;
lblInterested.Text = "Responding"; // + _allRespond.Count.ToString() + " active)";
lnkSeeAll3.Enabled = true;
lblAccepted.Text = "Completing"; // + _allComplete.Count.ToString() + " active)";
lnkSeeAll6.Enabled = true;
}