private void PopulateOpportunityStatuses()
{
//current status
bizActivity bizA = new bizActivity();
Status ins = bizA.GetInitialStatus();
this.ucMessanger1.ProcessMessages(bizA.MSGS, true);
this.lblOpportunityStatus.Text = ins.StatusName;
//next status
List <Status> ns = bizA.GetNextStatuses(ins.StatusID);
this.lblNextActivity.Text = "";
foreach (Status s in ns)
{
this.lblNextActivity.Text += s.StatusName + ",";
}
char[] charsToTrim = { ',' };
this.lblNextActivity.Text = this.lblNextActivity.Text.TrimEnd(charsToTrim);
}
private void Insert()
{
Client c = new Client();
bizClient biz = new bizClient();
//CLIENT//
//general
c.Inactive = false;
bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
c.AccountExecutiveID = user.UserName;
c.ClientCode = this.txtClientCode.Text;
c.ClientName = this.txtClientName.Text;
c.RegisteredName = this.txtRegisteredName.Text;
//c.InsuredName = this.txtInsuredName.Text;
if (this.txtABNACN.Text != "")
{
c.ABNACN = this.txtABNACN.Text;
}
c.Source = this.txtSource.Text;
c.OfficeFacsimilie = this.txtOfficeFacsimilie.Text;
c.OfficePhone = this.txtOfficePhone.Text;
//address
if (this.txtAddress.Text != "")
{
c.Address = this.txtAddress.Text;
}
if (this.rblAddressTypes.SelectedIndex == 0)
{
if (this.ucAUPSS1.PostCode != "")
{
c.PostCode = this.ucAUPSS1.PostCode;
}
if (this.ucAUPSS1.StateCode != "")
{
c.StateCode = this.ucAUPSS1.StateCode;
}
if (this.ucAUPSS1.Suburb != "")
{
c.Location = this.ucAUPSS1.Suburb;
}
}
//industry
if (this.lstIndustry.SelectedValue != "")
{
c.AnzsicCode = this.lstIndustry.SelectedValue;
}
if (this.ddlAssociation.SelectedValue != "")
{
c.AssociationCode = this.ddlAssociation.SelectedValue;
}
c.AssociationMemberNumber = this.txtAssociationMemberNumber.Text;
//audit
c.AddedBy = bizUser.GetCurrentUserName();
c.Added = DateTime.Now;
//CONTACT//
Contact cl = new Contact();
bizContact bizC = new bizContact();
if (this.ckbAddContact.Checked == true)
{
//general
cl.ContactName = this.txtContactName.Text;
cl.Title = this.ddlTitle.SelectedValue;
cl.Mobile = this.txtMobile.Text;
cl.DirectLine = this.txtDirectLine.Text;
cl.Email = this.txtEmail.Text;
//audit
cl.AddedBy = bizUser.GetCurrentUserName();
cl.Added = DateTime.Now;
}
//OPPORTUNITY//
Opportunity o = new Opportunity();
bizOpportunity bizO = new bizOpportunity();
//general
o.OpportunityName = this.txtOpportunityName.Text;
if (this.txtOpportunityDue.Text != "")
{
o.OpportunityDue = DateTime.Parse(this.txtOpportunityDue.Text);
}
o.IncumbentBroker = this.txtIncumbentBroker.Text;
o.IncumbentInsurer = this.txtIncumbentInsurer.Text;
if (this.ddlClassification.SelectedValue != "")
{
o.ClassificationID = int.Parse(this.ddlClassification.SelectedValue);
}
if (this.ddlBusinessType.SelectedValue != "")
{
o.BusinessTypeID = int.Parse(this.ddlBusinessType.SelectedValue);
}
if (this.ddlFlagged.SelectedValue != "")
{
o.Flagged = bool.Parse(this.ddlFlagged.SelectedValue);
}
//audit
o.AddedBy = bizUser.GetCurrentUserName();
o.Added = DateTime.Now;
//ACTIVITY//
Activity na = new Activity();
bizActivity bizA = new bizActivity();
//general
na.OpportunityStatusID = bizA.GetInitialStatus().StatusID;
if (this.txtFollowUpDate.Text != "")
{
na.FollowUpDate = DateTime.Parse(this.txtFollowUpDate.Text);
}
na.Inactive = false;
na.ActivityNote = "";
//audit
na.AddedBy = bizUser.GetCurrentUserName();
na.Added = DateTime.Now;
//action
if (biz.ValidateClient(c) == false)
{
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
return;
}
if (this.ckbAddContact.Checked == true)
{
if (bizC.ValidateContact(cl) == false)
{
this.ucMessanger1.ProcessMessages(bizC.MSGS, true);
return;
}
c.Contacts.Add(cl);
}
if (bizO.ValidateOpportunity(o) == false)
{
this.ucMessanger1.ProcessMessages(bizO.MSGS, true);
return;
}
c.Opportunities.Add(o);
if (bizA.ValidateActivity(na, true) == false)
{
this.ucMessanger1.ProcessMessages(bizA.MSGS, true);
return;
}
o.Activities.Add(na);
int oid = biz.InsertClient(c);
if (oid != 0)
{
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
Response.Redirect("ViewClient.aspx?cid=" + oid.ToString(), false);
}
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
}
private void Insert()
{
Opportunity o = new Opportunity();
bizOpportunity biz = new bizOpportunity();
//general opportunity
o.ClientID = int.Parse(Request.QueryString["cid"]);
o.Inactive = false;
o.Flagged = false;
o.OpportunityName = this.txtOpportunityName.Text;
if (this.txtOpportunityDue.Text != "")
{
o.OpportunityDue = DateTime.Parse(this.txtOpportunityDue.Text);
}
o.IncumbentBroker = this.txtIncumbentBroker.Text;
o.IncumbentInsurer = this.txtIncumbentInsurer.Text;
if (this.ddlClassification.SelectedValue != "")
{
o.ClassificationID = int.Parse(this.ddlClassification.SelectedValue);
}
if (this.ddlBusinessType.SelectedValue != "")
{
o.BusinessTypeID = int.Parse(this.ddlBusinessType.SelectedValue);
}
if (this.ddlContact.SelectedValue != "")
{
o.ContactID = int.Parse(this.ddlContact.SelectedValue);
}
//audit
o.AddedBy = bizUser.GetCurrentUserName();
o.Added = DateTime.Now;
//general activity
Activity na = new Activity();
bizActivity bizA = new bizActivity();
na.OpportunityStatusID = bizA.GetInitialStatus().StatusID;
if (this.txtFollowUpDate.Text != "")
{
na.FollowUpDate = DateTime.Parse(this.txtFollowUpDate.Text);
}
na.Inactive = false;
na.ActivityNote = "";
//audit
na.AddedBy = bizUser.GetCurrentUserName();
na.Added = DateTime.Now;
//action
if (biz.ValidateOpportunity(o) == false)
{
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
return;
}
o.Activities.Add(na);
int oid = biz.InsertOpportunity(o);
if (oid != 0)
{
Response.Redirect("ViewClient.aspx?cid=" + Request.QueryString["cid"], false);
}
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
}
private void PopulateActivityDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizActivity biz = new bizActivity();
Activity a;
a = biz.GetActivity(Convert.ToInt32(Request.QueryString["aid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (a == null)
{
return;
}
this.lblActivityStatus.Text = a.Status.StatusName;
this.lblActivityNote.Text = a.ActivityNote.Replace("\n", "<br />");
this.lblFollowUpDate.Text = string.Format("{0:dd-MMM-yy}", a.FollowUpDate);
if (a.ContactID.HasValue == true)
{
this.lblContact.Text = a.Contact.ContactName;
}
((Main)Master).HeaderDetails = "Activity added by "
+ bizActiveDirectory.GetUserFullName(a.AddedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", a.Added) + ")";
if (a.Modified.HasValue == true)
{
((Main)Master).HeaderDetails += " / modified by "
+ bizActiveDirectory.GetUserFullName(a.ModifiedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", a.Modified.Value) + ")";
}
//inactive
if (a.Inactive == true)
{
this.tblActivity.Disabled = true;
this.btnInactivate.Visible = false;
this.btnSendEmail.Visible = false;
this.btnAddActivity.Visible = false;
this.btnEditActivity.Visible = false;
}
else
{
if (biz.GetInitialStatus().StatusID == a.OpportunityStatusID)
{
this.btnInactivate.Visible = false;
}
if (this.lblOpportunityStatus.Text != this.lblActivityStatus.Text)
{
this.btnInactivate.Visible = false;
}
this.btnSendEmail.Visible = a.ContactID.HasValue;
if (a.ContactID.HasValue == true)
{
if (a.Contact.Email != "")
{
this.btnSendEmail.OnClientClick = "javascript:location.href='mailto:" + a.Contact.Email + "'";
}
}
}
}