private void RecentClientListBox_SelectedIndexChanged(object sender, EventArgs e)
{
XLMain.EntityCouplet selectedItem = (XLMain.EntityCouplet)RecentClientListBox.SelectedItem;
//to avoid another call to the database, pull from the list instead
selectedClient = clientList.Where(c => c.crmID == selectedItem.crmID).First();
this.Close();
}
private void Search(string query)
{
//clear existing entries if any
ContactListBox.Items.Clear();
//start a new search
string searchStr = SearchTB.Text;
ContactListBox.Items.Clear();
ContactListBox.DisplayMember = "Name";
ContactListBox.ValueMember = "crmid";
DataTable xlReader = null;
xlReader = XLSQL.ReturnTable(query);
if (xlReader.Rows.Count != 0)
{
foreach (DataRow row in xlReader.Rows)
{
XLMain.EntityCouplet newEntity = new XLMain.EntityCouplet();
newEntity.crmID = row["CRMId"].ToString();
newEntity.name = row["display"].ToString();
ContactListBox.Items.Add(newEntity);
}
}
else
{
MessageBox.Show("No Records found");
}
}
public ClientForm(string initialQuery = "", string param1 = null, string param2 = null, List <XLMain.Client> recentList = null)
{
InitializeComponent();
this.CenterToParent();
if (initialQuery != "")
{
Search(initialQuery, param1, param2);
}
if (recentList != null)
{
if (recentList.Count > 0)
{
//pass to local variable
clientList = recentList;
RecentClientListBox.DisplayMember = "Name";
RecentClientListBox.ValueMember = "crmid";
foreach (XLMain.Client client in clientList)
{
XLMain.EntityCouplet newEntity = new XLMain.EntityCouplet();
newEntity.crmID = client.crmID;
newEntity.name = client.name;
RecentClientListBox.Items.Add(newEntity);
}
}
else
{
RecentClientListBox.Visible = false;
}
}
}
private void ApproveBtn_Click(object sender, RibbonControlEventArgs e)
{
Outlook.MailItem email = ThisEmail();
email.Save();
XLMain.Client client = XLMain.Client.FetchClient(XLOutlook.ReadParameter("CrmID", email));
XLMain.Staff writer = XLMain.Staff.StaffFromUser(Environment.UserName);
if (XLantRibbon.staff.Count == 0)
{
XLantRibbon.staff = XLMain.Staff.AllStaff();
}
StaffSelectForm myForm = new StaffSelectForm(client, writer, XLantRibbon.staff);
myForm.ShowDialog();
XLMain.EntityCouplet staff = myForm.selectedStaff;
string commandfileloc = "";
string fileId = XLOutlook.ReadParameter("VCFileID", email);
commandfileloc = XLVirtualCabinet.Reindex(fileId, staff.name, status: "Approved", docDate: DateTime.Now.ToString("dd/MM/yyyy"));
XLVirtualCabinet.BondResult result = XLVirtualCabinet.LaunchCabi(commandfileloc, true);
if (result.ExitCode != 0)
{
MessageBox.Show("Reindex failed please complete manually.");
}
else
{
// Close the email in Outlook to prevent further changes that won't be saved to VC
email.Close(Microsoft.Office.Interop.Outlook.OlInspectorClose.olSave);
// Delete the email from the Drafts folder in Outlook
// email.Delete();
}
}
private void WhencallingDDL_SelectedIndexChanged(object sender, EventArgs e)
{
//Collect the changed record
XLMain.EntityCouplet temp = (XLMain.EntityCouplet)WhencallingDDL.SelectedItem;
//Convert the entity couplet to a full blown user now we know which one we want
XLMain.Staff whenCalling = XLMain.Staff.FetchStaff(temp.crmID);
WhenCallingString(whenCalling);
}
public VCForm(XLMain.Staff writer, XLMain.Client clientPass, string docPathPass, string desc = "", string statusPass = "******", string docDatePass = null, string todo = "user", List <XLMain.EntityCouplet> staffList = null)
{
InitializeComponent();
this.CenterToParent();
client = clientPass;
docPath = docPathPass;
status = statusPass;
docDate = docDatePass ?? DateTime.Now.ToString("dd/MM/yyyy");
XLMain.Staff user = XLMain.Staff.StaffFromUser(Environment.UserName);
//Set the list of sections for the cabinet
List <string> sections = XLVirtualCabinet.SectionValues(client.manager.office, client.department);
if (sections != null)
{
FileSectionDDL.DataSource = sections;
}
//if one of the items is correspondence use it otherwise just pick number one.
try
{
FileSectionDDL.SelectedItem = "Correspondence";
}
catch
{
FileSectionDDL.SelectedIndex = 1;
}
DescTB.Text = desc;
//populate the sender
List <XLMain.EntityCouplet> users = XLtools.StaffList(user, client, true, userList: staffList);
if (todo == "user")
{
if (writer != null)
{
ToBeActionDDL.DataSource = users;
ToBeActionDDL.DisplayMember = "name";
ToBeActionDDL.ValueMember = "crmID";
ToBeActionDDL.SelectedItem = writer.crmID;
}
}
else
{
XLMain.EntityCouplet blank = new XLMain.EntityCouplet();
blank.crmID = "";
blank.name = "";
users.Insert(0, blank);
ToBeActionDDL.DataSource = users;
ToBeActionDDL.DisplayMember = "name";
ToBeActionDDL.ValueMember = "crmID";
ToBeActionDDL.SelectedItem = blank;
}
//Check for any sub-section
}
private void OKBtn_Click(object sender, EventArgs e)
{
foreach (object item in ContactListBox.SelectedItems)
{
XLMain.EntityCouplet couplet = (XLMain.EntityCouplet)item;
List <SqlParameter> paramCollection = new List <SqlParameter>();
paramCollection.Add(new SqlParameter("ClientCRM", client.crmID));
paramCollection.Add(new SqlParameter("ContactCRM", couplet.crmID));
XLSQL.RunCommand("ConnectionCreation", paramCollection);
}
this.Close();
}
private void Search(string query = "", string param1 = null, string param2 = null)
{
//clear existing entries if any
ClientListBox.Items.Clear();
//start a new search
string searchStr = SearchTB.Text;
Boolean IncLost = IncLostCheck.Checked;
ClientListBox.DisplayMember = "Name";
ClientListBox.ValueMember = "crmid";
DataTable xlReader = null;
if (query == "")
{
query = "Select clientcode + ' - ' + name as Name, crmID from Client where ((ClientCode like '%' + @param1 + '%') Or (Name Like '%' + @param1 + '%'))";
param1 = searchStr;
if (!IncLost)
{
query += " and status in ('New', 'Active')";
}
query += " order by name";
}
xlReader = XLSQL.ReturnTable(query, param1, param2);
if (xlReader != null)
{
if (xlReader.Rows.Count != 0)
{
foreach (DataRow row in xlReader.Rows)
{
XLMain.EntityCouplet newEntity = new XLMain.EntityCouplet();
newEntity.crmID = row["Crmid"].ToString();
newEntity.name = row["name"].ToString();
ClientListBox.Items.Add(newEntity);
}
}
else
{
MessageBox.Show("No Records found");
}
}
else
{
MessageBox.Show("Unable to connect to the database.");
}
}
private void SenderDDL_SelectedIndexChanged(object sender, EventArgs e)
{
try
{
//Collect the changed record
XLMain.EntityCouplet tempSend = (XLMain.EntityCouplet)SenderDDL.SelectedItem;
//Convert the entity couplet to a full blown user now we know which one we want
if (tempSend.crmID != "")
{
XLMain.Staff send = XLMain.Staff.FetchStaff(tempSend.crmID);
DeploySignature(client, send, AddresseeTB.Text);
XLDocument.UpdateParameter("Sender", send.username);
//Build reference
string ourRef = OurRef(client, send, user);
XLDocument.UpdateBookmark("OurRef", ourRef, 0);
}
else
{
XLMain.Staff send = new XLMain.Staff();
send.crmID = "";
send.name = tempSend.name;
send.initials = "";
DeploySignature(client, send, AddresseeTB.Text);
XLDocument.UpdateParameter("Sender", "");
//Build reference
string ourRef = OurRef(client, send, user);
XLDocument.UpdateBookmark("OurRef", ourRef, 0);
//For Milsted Langdon remove for and on behalf
if (tempSend.name == "Milsted Langdon LLP")
{
if (FAOBCheck.Checked)
{
FAOBCheck.Checked = false;
}
}
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to change sender");
XLtools.LogException("TaskPane-SenderDDL", ex.ToString());
}
}
private void IndexBtn_Click(object sender, EventArgs e)
{
string fullPath = docPath;
string cabinet = XLVirtualCabinet.FileStore(client.manager.office, client.department);
string clientStr = client.clientcode + " - " + client.name;
string toBeActionedBy = null;
if (ToBeActionDDL.SelectedValue == null)
{
toBeActionedBy = "";
}
else
{
XLMain.EntityCouplet toBe = (XLMain.EntityCouplet)ToBeActionDDL.SelectedItem;
toBeActionedBy = toBe.name;
}
//collect information from the two optional ddls use whether they are visible or not to acsertain whether
//to include them - They may not be visible but still hold data.
XLVirtualCabinet.IndexPair list1Data = new XLVirtualCabinet.IndexPair();
XLVirtualCabinet.IndexPair list2Data = new XLVirtualCabinet.IndexPair();
if (ListDDL1.Visible)
{
list1Data.index = list1.index;
list1Data.value = ListDDL1.Text;
}
if (ListDDL2.Visible)
{
list2Data.index = list2.index;
list2Data.value = ListDDL2.Text;
}
string desc = DescTB.Text;
string section = "";
section = FileSectionDDL.SelectedItem.ToString();
//Launch the index process and collect the result
outcome = XLVirtualCabinet.IndexDocument(fullPath, cabinet, clientStr, status, toBeActionedBy, section, desc, docDate, list1Data, list2Data);
this.Close();
}
private void Search(string query = "", string param1 = null, string param2 = null)
{
//clear existing entries if any
ContactListBox.Items.Clear();
//start a new search
string searchStr = SearchTB.Text;
ContactListBox.Items.Clear();
ContactListBox.DisplayMember = "Name";
ContactListBox.ValueMember = "crmid";
DataTable xlReader = null;
if (query == "")
{
query = "select Fullname + ' - ' + Case when ISNULL(Organisations.Name,'') = '' then ISNULL(Occupation,'') else Organisations.Name end as display, contact.CRMid from Contact left outer join organisations on contact.organisationid=organisations.crmid where ((Fullname like '%' + @param1 + '%') or (Name like '%' + @param1 + '%')) order by last_name";
param1 = searchStr;
}
xlReader = XLSQL.ReturnTable(query, param1, param2);
if (xlReader.Rows.Count != 0)
{
foreach (DataRow row in xlReader.Rows)
{
XLMain.EntityCouplet newEntity = new XLMain.EntityCouplet();
newEntity.crmID = row["CRMId"].ToString();
newEntity.name = row["display"].ToString();
ContactListBox.Items.Add(newEntity);
}
}
else
{
MessageBox.Show("No Records found");
}
}
private void Search(string query = "", string param1 = null, string param2 = null)
{
//clear existing entries if any
ContactListBox.Items.Clear();
//start a new search
string searchStr = SearchTB.Text;
ContactListBox.Items.Clear();
ContactListBox.DisplayMember = "Name";
ContactListBox.ValueMember = "crmid";
DataTable xlReader = null;
if (query == "")
{
query = "select Fullname + ' - ' + Department as display, CRMid from Staff where (Fullname like '%' + @param1 + '%') order by surname";
param1 = searchStr;
}
xlReader = XLSQL.ReturnTable(query, param1, param2);
if (xlReader.Rows.Count != 0)
{
foreach (DataRow row in xlReader.Rows)
{
XLMain.EntityCouplet newEntity = new XLMain.EntityCouplet();
newEntity.crmID = row["CRMId"].ToString();
newEntity.name = row["display"].ToString();
ContactListBox.Items.Add(newEntity);
}
}
else
{
MessageBox.Show("No Records found");
}
}
private void ApproveBtn_Click(object sender, RibbonControlEventArgs e)
{
try
{
Microsoft.Office.Interop.Word._Application app = Globals.ThisAddIn.Application;
XLDocument.ChangeStatus("Approved");
XLMain.Client client = null;
string fileID = XLDocument.GetFileID();
if (String.IsNullOrEmpty(fileID))
{
return;
}
if (XLDocument.ReadParameter("CRMid") != null)
{
client = XLMain.Client.FetchClient(XLDocument.ReadParameter("CRMid"));
}
else
{
//if the document param doesn't exist get the index data from VC
client = XLVirtualCabinet.GetClientFromIndex(fileID);
}
XLMain.Staff writer = new XLMain.Staff();
string writerID = XLDocument.ReadParameter("Sender");
if (writerID == "")
{
writer = XLMain.Staff.StaffFromUser(Environment.UserName);
}
else
{
writer = XLMain.Staff.StaffFromUser(XLDocument.ReadParameter("Sender"));
}
StaffSelectForm myForm = new XLForms.StaffSelectForm(client, writer);
myForm.ShowDialog();
XLMain.EntityCouplet staff = myForm.selectedStaff;
if (myForm.DialogResult == DialogResult.OK)
{
if (staff == null)
{
//make blank if no staff selected
staff.name = "";
}
string commandfileloc = "";
if (XLDocument.ReadBookmark("Date") == "")
{
commandfileloc = XLVirtualCabinet.Reindex(fileID, staff.name, XLDocument.ReadParameter("VCStatus"));
}
else
{
string docDate = XLDocument.ReadBookmark("Date");
commandfileloc = XLVirtualCabinet.Reindex(fileID, staff.name, XLDocument.ReadParameter("VCStatus"), docDate);
}
XLVirtualCabinet.BondResult result = XLVirtualCabinet.LaunchCabi(commandfileloc, true);
if (result.ExitCode != 0)
{
MessageBox.Show("Reindex failed please complete manually");
}
else
{
app.ActiveDocument.Save();
app.ActiveWindow.Close();
}
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to approve document");
XLtools.LogException("ApproveBtn", ex.ToString());
}
}
private void ForwardBtn_Click(object sender, RibbonControlEventArgs e)
{
try
{
XLMain.Client client = null;
string fileID = XLDocument.GetFileID();
if (String.IsNullOrEmpty(fileID))
{
return;
}
if (XLDocument.ReadParameter("CRMid") != null)
{
client = XLMain.Client.FetchClient(XLDocument.ReadParameter("CRMid"));
}
else
{
//if the document param doesn't exist get the index data from VC
client = XLVirtualCabinet.GetClientFromIndex(fileID);
}
XLMain.Staff writer = new XLMain.Staff();
string writerID = XLDocument.ReadParameter("Sender");
if (writerID == "")
{
writer = XLMain.Staff.StaffFromUser(Environment.UserName);
}
else
{
writer = XLMain.Staff.StaffFromUser(XLDocument.ReadParameter("Sender"));
}
StaffSelectForm myForm = new StaffSelectForm(client, writer);
myForm.ShowDialog();
XLMain.EntityCouplet staff = myForm.selectedStaff;
string commandfileloc = "";
if (XLDocument.ReadBookmark("Date") == "")
{
commandfileloc = XLVirtualCabinet.Reindex(XLDocument.GetFileID(), staff.name);
}
else
{
string docDate = XLDocument.ReadBookmark("Date");
commandfileloc = XLVirtualCabinet.Reindex(XLDocument.GetFileID(), staff.name, docDate: docDate);
}
//MessageBox.Show(commandfileloc);
XLVirtualCabinet.BondResult result = XLVirtualCabinet.LaunchCabi(commandfileloc, true);
if (result.ExitCode != 0)
{
MessageBox.Show("Reindex failed please complete manually.");
}
else
{
XLDocument.EndDocument();
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to forward document");
XLtools.LogException("ForwardBtn", ex.ToString());
}
}
private void ContactListBox_SelectedIndexChanged(object sender, EventArgs e)
{
XLMain.EntityCouplet selectedItem = (XLMain.EntityCouplet)ContactListBox.SelectedItem;
selectedContact = XLInsol.Contact.FetchContact(selectedItem.crmID, client.crmID);
this.Close();
}
private void IndexBtn_Click(object sender, EventArgs e)
{
selectedStaff = (XLMain.EntityCouplet)SelectDDL.SelectedItem;
this.Close();
}
