private void FollowUpsSummary()
{
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;
}
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 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>");
}
}
protected void btnInactivate_Click(object sender, EventArgs e)
{
try
{
bizActivity biz = new bizActivity();
if (biz.SetToInactive(int.Parse(Request.QueryString["aid"])) == true)
{
PopulateActivityDetails();
}
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
private void PopulateOpportunityStatusesQuickWin()
{
//current status
bizActivity bizA = new bizActivity();
Status cs = bizA.GetStatusByName("Accepted");
this.lblOpportunityStatus.Text = cs.StatusName;
//next status
List <Status> ns = bizA.GetNextStatuses(cs.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 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 InsertQuickCall()
{
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;
if (biz.ValidateClient(c) == false)
{
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
return;
}
//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;
}
if (this.ckbAddContact.Checked == true)
{
if (bizC.ValidateContact(cl) == false)
{
this.ucMessanger1.ProcessMessages(bizC.MSGS, true);
return;
}
c.Contacts.Add(cl);
}
//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);
}
//o.NetBrokerageQuoted = decimal.Parse(this.txtNetBrokerageQuoted.Text);
//o.NetBrokerageActual = decimal.Parse(this.txtNetBrokerageActual.Text);
//audit
o.AddedBy = bizUser.GetCurrentUserName();
o.Added = DateTime.Now;
if (bizO.ValidateQuickQuoteOpportunity(o) == false)
{
this.ucMessanger1.ProcessMessages(bizO.MSGS, true);
return;
}
c.Opportunities.Add(o);
//ACTIVITY//
bizActivity bizA = new bizActivity();
char ot = 'S';
List <sp_web_ListStatusesByOutcomeTypeResult> ss = bizA.ListStatusesByOutcomeType(ot);
foreach (var s in ss)
{
Activity na = new Activity();
//general
na.OpportunityStatusID = s.StatusID;
if (this.txtFollowUpDate.Text != "")
{
na.FollowUpDate = DateTime.Parse(this.txtFollowUpDate.Text);
}
na.Inactive = false;
if (s.StatusName == "Go-to-Market")
{
na.ActivityNote = this.txtActivityNote.Text;
}
else
{
na.ActivityNote = "Quick call";
}
//audit
na.AddedBy = bizUser.GetCurrentUserName();
na.Added = DateTime.Now;
o.Activities.Add(na);
if (s.StatusName == "Go-to-Market")
{
break;
}
}
foreach (Activity na in o.Activities)
{
if (bizA.ValidateActivity(na, true) == false)
{
this.ucMessanger1.ProcessMessages(bizA.MSGS, true);
return;
}
}
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);
}
protected void btnSave_Click(object sender, EventArgs e)
{
try
{
this.ucMessanger1.ClearMessages();
this.ucMessanger1.UnmarkControls();
if (this.UIValidation() == false)
{
return;
}
bizActivity biz = new bizActivity();
Activity a = biz.GetActivity(int.Parse(Request.QueryString["aid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
//general
if (this.txtFollowUpDate.Text != "")
{
a.FollowUpDate = DateTime.Parse(this.txtFollowUpDate.Text);
}
else
{
a.FollowUpDate = null;
}
if (this.ddlContact.SelectedValue != "")
{
a.ContactID = int.Parse(this.ddlContact.SelectedValue);
}
else
{
a.ContactID = null;
}
a.ActivityNote = this.txtActivityNote.Text;
a.Inactive = false;
//additional
switch (this.lblActivityStatus.Text)
{
case "Identified":
break;
case "Qualified-in":
break;
case "Qualified-out":
a.Opportunity.DateCompleted = DateTime.Parse(this.txtDateCompleted.Text);
break;
case "Interested":
a.Opportunity.OpportunityDue = DateTime.Parse(this.txtOpportunityDue.Text);
a.Opportunity.IncumbentBroker = this.txtIncumbentBroker.Text;
a.Opportunity.IncumbentInsurer = this.txtIncumbentInsurer.Text;
a.Opportunity.ClassificationID = int.Parse(this.ddlClassification.SelectedValue);
break;
case "Not Interested":
a.Opportunity.DateCompleted = DateTime.Parse(this.txtDateCompleted.Text);
break;
case "Go-to-Market":
break;
case "Revisit next year":
a.Opportunity.DateCompleted = DateTime.Parse(this.txtDateCompleted.Text);
break;
case "Quoted":
a.Opportunity.NetBrokerageQuoted = decimal.Parse(this.txtNetBrokerageQuoted.Text);
break;
case "Can't Place":
a.Opportunity.DateCompleted = DateTime.Parse(this.txtDateCompleted.Text);
break;
case "Accepted":
a.Opportunity.NetBrokerageActual = decimal.Parse(this.txtNetBrokerageActual.Text);
break;
case "Lost":
a.Opportunity.DateCompleted = DateTime.Parse(this.txtDateCompleted.Text);
break;
case "Processed":
a.Opportunity.DateCompleted = DateTime.Parse(this.txtDateCompleted.Text);
a.Opportunity.MemoNumber = this.txtMemoNumber.Text;
a.Opportunity.Client.ClientCode = this.txtClientCode.Text;
break;
default: // all pending statuses
break;
}
//audit
a.ModifiedBy = bizUser.GetCurrentUserName();
a.Modified = DateTime.Now;
//action
if (biz.ValidateActivity(a) == false)
{
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
return;
}
if (biz.UpdateActivity(a, a.Opportunity) == true)
{
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
Response.Redirect("ViewActivity.aspx?cid=" + Request.QueryString["cid"]
+ "&oid=" + Request.QueryString["oid"]
+ "&aid=" + Request.QueryString["aid"]
, false);
}
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
private bool UIValidation()
{
bizMessage bizM = new bizMessage();
if (this.lblActivityStatus.Text == "")
{
this.ucMessanger1.ProcessMessage("Stage of Sales / Aspire Cycle: " + bizM.GetMessageText("ValueNotSelected"), Enums.enMsgType.Err, "OpportunityStatus", typeof(DropDownList), true);
return(false);
}
bizActivity biz = new bizActivity();
if (biz.GetStatusByID(int.Parse(this.hidStatusID.Value)).OutcomeType != "C")
{
if (this.txtFollowUpDate.Text == "")
{
this.ucMessanger1.ProcessMessage("Follow Up Date: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "FollowUpDate", typeof(TextBox), true);
return(false);
}
}
if (this.txtFollowUpDate.Text != "")
{
DateTime result;
if (DateTime.TryParse(this.txtFollowUpDate.Text, out result) == false)
{
this.ucMessanger1.ProcessMessage("Follow Up Date: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "FollowUpDate", typeof(TextBox), true);
return(false);
}
}
switch (this.lblActivityStatus.Text)
{
case "Identified":
break;
case "Qualified-in":
break;
case "Qualified-out":
if (this.txtDateCompleted.Text == "")
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
else
{
DateTime res;
if (DateTime.TryParse(this.txtDateCompleted.Text, out res) == false)
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
}
break;
case "Interested":
DateTime result;
if (this.txtOpportunityDue.Text == "")
{
this.ucMessanger1.ProcessMessage("Renewal Date: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "OpportunityDue", typeof(TextBox), true);
return(false);
}
else
{
if (DateTime.TryParse(this.txtOpportunityDue.Text, out result) == false)
{
this.ucMessanger1.ProcessMessage("Renewal Date: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "OpportunityDue", typeof(TextBox), true);
return(false);
}
}
if (this.ddlClassification.SelectedValue == "")
{
this.ucMessanger1.ProcessMessage("CSS Segment: " + bizM.GetMessageText("ValueNotSelected"), Enums.enMsgType.Err, "Classification", typeof(DropDownList), true);
return(false);
}
break;
case "Not Interested":
if (this.txtDateCompleted.Text == "")
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
else
{
DateTime res;
if (DateTime.TryParse(this.txtDateCompleted.Text, out res) == false)
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
}
break;
case "Go-to-Market":
break;
case "Revisit next year":
if (this.txtDateCompleted.Text == "")
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
else
{
DateTime res;
if (DateTime.TryParse(this.txtDateCompleted.Text, out res) == false)
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
}
break;
case "Quoted":
if (this.txtNetBrokerageQuoted.Text == "")
{
this.ucMessanger1.ProcessMessage("Expected OAMPS income Quoted: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "NetBrokerageQuoted", typeof(TextBox), true);
return(false);
}
else
{
decimal res;
if (Decimal.TryParse(this.txtNetBrokerageQuoted.Text, out res) == false)
{
this.ucMessanger1.ProcessMessage("Expected OAMPS income Quoted: " + bizM.GetMessageText("FieldNotDecimal"), Enums.enMsgType.Err, "NetBrokerageQuoted", typeof(TextBox), true);
return(false);
}
}
break;
case "Can't Place":
if (this.txtDateCompleted.Text == "")
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
else
{
DateTime res;
if (DateTime.TryParse(this.txtDateCompleted.Text, out res) == false)
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
}
break;
case "Accepted":
if (this.txtNetBrokerageActual.Text == "")
{
this.ucMessanger1.ProcessMessage("Expected OAMPS income Actual: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "NetBrokerageActual", typeof(TextBox), true);
return(false);
}
else
{
decimal res;
if (Decimal.TryParse(this.txtNetBrokerageActual.Text, out res) == false)
{
this.ucMessanger1.ProcessMessage("Expected OAMPS income Actual: " + bizM.GetMessageText("FieldNotDecimal"), Enums.enMsgType.Err, "NetBrokerageActual", typeof(TextBox), true);
return(false);
}
}
break;
case "Lost":
if (this.txtDateCompleted.Text == "")
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
else
{
DateTime res;
if (DateTime.TryParse(this.txtDateCompleted.Text, out res) == false)
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
}
break;
case "Processed":
if (this.txtDateCompleted.Text == "")
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
else
{
DateTime res;
if (DateTime.TryParse(this.txtDateCompleted.Text, out res) == false)
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
}
if (this.txtMemoNumber.Text == "")
{
this.ucMessanger1.ProcessMessage("Memo Number: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "MemoNumber", typeof(TextBox), true);
return(false);
}
if (this.txtClientCode.Text == "")
{
this.ucMessanger1.ProcessMessage("Client Code: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "ClientCode", typeof(TextBox), true);
return(false);
}
break;
default: // all pending statuses
break;
}
return(true);
}
private void PopulateOpportunityDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizOpportunity biz = new bizOpportunity();
Opportunity o;
o = biz.GetOpportunity(int.Parse(Request.QueryString["oid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (o == null)
{
return;
}
switch (o.BusinessType.BusinessTypeName)
{
case Enums.enBusinessType.NewBusiness:
this.imgBusinessType.ImageUrl = "~/images/OpportunityNewBusiness.gif";
break;
case Enums.enBusinessType.ReclaimedBusiness:
this.imgBusinessType.ImageUrl = "~/images/OpportunityReclaimedBusiness.gif";
break;
case Enums.enBusinessType.ExistingClients:
this.imgBusinessType.ImageUrl = "~/images/OpportunityExistingClients.gif";
break;
case Enums.enBusinessType.QuickQuote:
this.imgBusinessType.ImageUrl = "~/images/OpportunityQuickQuote.gif";
break;
case Enums.enBusinessType.QuickWin:
this.imgBusinessType.ImageUrl = "~/images/OpportunityQuickWin.gif";
break;
case Enums.enBusinessType.QuickCall:
this.imgBusinessType.ImageUrl = "~/images/OpportunityQuickCall.gif";
break;
}
this.imgFlagged.Visible = o.Flagged;
if (o.Flagged == false)
{
this.btnFlagUnflag.Text = "Flag";
}
else
{
this.btnFlagUnflag.Text = "Un-Flag";
}
this.lblOpportunityName.Text = o.OpportunityName;
this.lblOpportunityDue.Text = string.Format("{0:dd-MMM-yy}", o.OpportunityDue);
if (o.ContactID != null)
{
this.lblContact.Text = o.Contact.ContactName;
}
this.lblMemoNumber.Text = o.MemoNumber;
if (o.ClassificationID != null)
{
this.lblClassification.Text = o.Classification.ClassificationName;
}
this.lblIncumbentBroker.Text = o.IncumbentBroker;
this.lblIncumbentUnderwriter.Text = o.IncumbentInsurer;
this.lblNetBrokerageQuoted.Text = string.Format("{0:C}", o.NetBrokerageQuoted);
this.lblNetBrokerageActual.Text = string.Format("{0:C}", o.NetBrokerageActual);
List <sp_web_GetCurrentOpportunityStatusResult> s = biz.GetCurrentOpportunityStatus(o.OpportunityID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
if (s != null)
{
this.lblStatus.Text = s.First().StatusName;
}
bizActivity bizA = new bizActivity();
this.lblNextActivity.Text = "";
IList <sp_web_ListNextOpportunityStatusesResult> res = bizA.ListNextOpportunityStatuses(o.OpportunityID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
foreach (sp_web_ListNextOpportunityStatusesResult r in res)
{
this.lblNextActivity.Text += r.StatusName + ",";
}
char[] charsToTrim = { ',' };
this.lblNextActivity.Text = this.lblNextActivity.Text.TrimEnd(charsToTrim);
if (res.Count == 0)
{
IList <sp_web_ListCurrentOpportunityStatusesResult> rs = bizA.ListCurrentOpportunityStatuses(o.OpportunityID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
foreach (sp_web_ListCurrentOpportunityStatusesResult r in rs)
{
this.lblNextActivity.Text += r.StatusName + ",";
}
char[] chrsToTrim = { ',' };
this.lblNextActivity.Text = this.lblNextActivity.Text.TrimEnd(chrsToTrim);
}
this.lblFollowUpCompleted.Text = string.Format("{0:dd-MMM-yy}", biz.GetCurrentFollowUpDate(o.OpportunityID));
if (biz.IsOpportunityCompleted(o.OpportunityID) == true)
{
this.lblNextActivity.Text = "None - Opportunity has been completed";
this.lblFollowUpCompletedLabel.Text = "Completed:";
this.lblFollowUpCompleted.Text = string.Format("{0:dd-MMM-yy}", o.DateCompleted);
this.btnAddActivity.Visible = false;
}
this.lblActive.Text = o.Activities.Where(a => a.Inactive == false).Count().ToString();
this.lblInactive.Text = o.Activities.Where(a => a.Inactive == true).Count().ToString();
if (int.Parse(this.lblInactive.Text) == 0)
{
this.lnkSeeAll.Enabled = false;
}
else
{
this.lnkSeeAll.Enabled = true;
}
//activities
this.grvActivities.DataSource = biz.ListOpportunityActiveActivites(o.OpportunityID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.grvActivities.DataBind();
//audit
((Main)Master).HeaderDetails = "Opportunity added by "
+ bizActiveDirectory.GetUserFullName(o.AddedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", o.Added) + ")";
if (o.Modified.HasValue == true)
{
((Main)Master).HeaderDetails += " / modified by "
+ bizActiveDirectory.GetUserFullName(o.ModifiedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", o.Modified.Value) + ")";
}
}
private void InsertQuickCall()
{
Opportunity o = new Opportunity();
bizOpportunity biz = new bizOpportunity();
//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;
if (biz.ValidateQuickQuoteOpportunity(o) == false)
{
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
return;
}
//ACTIVITY//
bizActivity bizA = new bizActivity();
char ot = 'S';
List <sp_web_ListStatusesByOutcomeTypeResult> ss = bizA.ListStatusesByOutcomeType(ot);
foreach (var s in ss)
{
Activity na = new Activity();
//general
na.OpportunityStatusID = s.StatusID;
if (this.txtFollowUpDate.Text != "")
{
na.FollowUpDate = DateTime.Parse(this.txtFollowUpDate.Text);
}
na.Inactive = false;
if (s.StatusName == "Go-to-Market")
{
na.ActivityNote = this.txtActivityNote.Text;
}
else
{
na.ActivityNote = "Quick call";
}
//audit
na.AddedBy = bizUser.GetCurrentUserName();
na.Added = DateTime.Now;
o.Activities.Add(na);
if (s.StatusName == "Go-to-Market")
{
break;
}
}
foreach (Activity na in o.Activities)
{
if (bizA.ValidateActivity(na) == false)
{
this.ucMessanger1.ProcessMessages(bizA.MSGS, true);
return;
}
}
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 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();
//status
this.ddlOpportunityStatus.Items.Add(new ListItem("-- Please Select --", ""));
List <sp_web_ListNextOpportunityStatusesResult> ss = biz.ListNextOpportunityStatuses(int.Parse(Request.QueryString["oid"]));
foreach (sp_web_ListNextOpportunityStatusesResult s in ss)
{
this.ddlOpportunityStatus.Items.Add(new ListItem(s.StatusName, s.StatusID.ToString()));
}
if (ss.Count == 0) // pending
{
List <sp_web_ListCurrentOpportunityStatusesResult> cs = biz.ListCurrentOpportunityStatuses(int.Parse(Request.QueryString["oid"]));
foreach (sp_web_ListCurrentOpportunityStatusesResult s in cs)
{
this.ddlOpportunityStatus.Items.Add(new ListItem(s.StatusName, s.StatusID.ToString()));
}
}
//bizClient bizC = new bizClient();
//Client cc = bizC.GetClient(int.Parse(Request.QueryString["cid"]));
//sp_web_GetUserByIDResult exec = bizC.GetAccountExecutive(cc.AccountExecutiveID);
//this.ucMessanger1.ProcessMessages(bizC.MSGS, false);
//bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
//switch (user.Role)
//{
// case (int)Enums.enUserRole.Executive:
// if (user.Branch == exec.Branch)
// {
// if (user.DisplayName != exec.DisplayName)
// {
// this.btnSave.Enabled = false;
// this.btnInactive.Enabled = false;
// }
// }
// else
// {
// Response.Redirect("~/FindClient.aspx", false);
// return;
// }
// break;
// case (int)Enums.enUserRole.Branch:
// if (user.Branch != exec.Branch)
// {
// Response.Redirect("~/FindClient.aspx", false);
// return;
// }
// break;
// case (int)Enums.enUserRole.Region:
// if (user.Region == exec.Region)
// {
// this.btnSave.Enabled = false;
// this.btnInactive.Enabled = false;
// }
// else
// {
// Response.Redirect("~/FindClient.aspx", false);
// return;
// }
// break;
// case (int)Enums.enUserRole.Company:
// this.btnSave.Enabled = false;
// this.btnInactive.Enabled = false;
// break;
// case (int)Enums.enUserRole.Administrator:
// // full access
// break;
//}
}
protected void btnSetReminder_Click(object sender, EventArgs e)
{
bizClient biz = new bizClient();
Client c;
c = biz.GetClient(int.Parse(Request.QueryString["cid"]));
bizOpportunity biz2 = new bizOpportunity();
Opportunity o;
o = biz2.GetOpportunity(int.Parse(Request.QueryString["oid"]));
bizActivity biz3 = new bizActivity();
Activity a;
a = biz3.GetActivity(Convert.ToInt32(Request.QueryString["aid"]));
string subject = string.Format("enGage Follow-up: {0},{1} - {2}", c.ClientName, o.OpportunityName, a.Status.StatusName);
//To do - set this to the name of the activity.
DateTime startDate = DateTime.MinValue;
DateTime endDate = DateTime.MinValue;
if (a.FollowUpDate != null)
{
startDate = DateTime.Parse(string.Format("{0} 08:00 AM", string.Format("{0:dd/MM/yyyy}", a.FollowUpDate)));
endDate = DateTime.Parse(string.Format("{0} 08:05 AM", string.Format("{0:dd/MM/yyyy}", a.FollowUpDate)));
}
string urlPort = (HttpContext.Current.Request.Url.IsDefaultPort) ? "":":" + HttpContext.Current.Request.Url.Port.ToString();
string activityURL = "http://" + HttpContext.Current.Request.Url.Host + urlPort + "/ViewActivity.aspx?";
List <string> queryStringList = new List <string>();
if (!string.IsNullOrEmpty(Request.QueryString["cid"]))
{
queryStringList.Add(String.Format("cid={0}", Request.QueryString["cid"]));
}
if (!string.IsNullOrEmpty(Request.QueryString["oid"]))
{
queryStringList.Add(String.Format("oid={0}", Request.QueryString["oid"]));
}
if (!string.IsNullOrEmpty(Request.QueryString["aid"]))
{
queryStringList.Add(String.Format("aid={0}", Request.QueryString["aid"]));
}
activityURL += string.Join("&", queryStringList.ToArray());
string t = "BEGIN:VCALENDAR\n" +
"PRODID:-//Microsoft Corporation//Outlook MIMEDIR//EN\n" +
"VERSION:2.0\n" +
"BEGIN:VEVENT\n" +
"DTSTART:" + startDate.ToUniversalTime().ToString("yyyyMMddTHHmmssZ") + "\n" +
"DTEND:" + endDate.ToUniversalTime().ToString("yyyyMMddTHHmmssZ") + "\n" +
//"LOCATION:My office\n" +
//"CATEGORIES:Business\n" +
"DESCRIPTION;ENCODING=QUOTED-PRINTABLE:" + Helper.CalenderUtilities.EncodeQuotedPrintable("Activity Note: " + a.ActivityNote + "\n\n" + activityURL) + "=0D=0A\n" +
"SUMMARY:" + subject + "\n" +
"PRIORITY:3\n" +
"END:VEVENT\n" +
"END:VCALENDAR";
Response.Clear();
Response.ContentType = "application/VCS";
Response.AddHeader("content-disposition", "attachment; filename=\"calendar.vcs\"");
Response.Write(t.ToString());
Response.End();
/*
*
*/
}
private void PopulateOpportunityDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizOpportunity biz = new bizOpportunity();
Opportunity o;
o = biz.GetOpportunity(Convert.ToInt32(Request.QueryString["oid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (o == null)
{
return;
}
//general
this.txtOpportunityName.Text = o.OpportunityName;
if (o.OpportunityDue.HasValue == true)
{
this.txtOpportunityDue.Text = String.Format("{0:dd/MM/yyyy}", o.OpportunityDue.Value);
}
this.txtIncumbentBroker.Text = o.IncumbentBroker;
this.txtIncumbentInsurer.Text = o.IncumbentInsurer;
if (o.ClassificationID.HasValue == true)
{
this.ddlClassification.SelectedValue = o.ClassificationID.Value.ToString();
}
if (o.BusinessTypeID.HasValue == true)
{
this.ddlBusinessType.SelectedValue = o.BusinessTypeID.Value.ToString();
}
if (o.ContactID.HasValue == true)
{
this.ddlContact.SelectedValue = o.ContactID.Value.ToString();
}
this.ddlFlagged.SelectedValue = o.Flagged.ToString();
if (o.NetBrokerageEstimated.HasValue == true)
{
this.txtEstimatedBrokingIncome.Text = o.NetBrokerageEstimated.ToString();
}
if (o.NetBrokerageQuoted.HasValue == true)
{
this.txtNetBrokerageQuoted.Text = o.NetBrokerageQuoted.ToString();
}
if (o.NetBrokerageActual.HasValue == true)
{
this.txtNetBrokerageActual.Text = o.NetBrokerageActual.ToString();
}
if (o.DateCompleted.HasValue == true)
{
this.txtDateCompleted.Text = String.Format("{0:dd/MM/yyyy}", o.DateCompleted);
}
this.txtMemoNumber.Text = o.MemoNumber;
//status
List <sp_web_GetCurrentOpportunityStatusResult> s = biz.GetCurrentOpportunityStatus(o.OpportunityID);
if (s != null)
{
this.lblOpportunityStatus.Text = s.First().StatusName;
}
//next status
bizActivity bizA = new bizActivity();
IList <sp_web_ListNextOpportunityStatusesResult> res = bizA.ListNextOpportunityStatuses(o.OpportunityID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.lblNextActivity.Text = "";
foreach (sp_web_ListNextOpportunityStatusesResult r in res)
{
this.lblNextActivity.Text += r.StatusName + ",";
}
char[] charsToTrim = { ',' };
this.lblNextActivity.Text.TrimEnd(charsToTrim);
if (biz.IsOpportunityCompleted(o.OpportunityID) == true)
{
this.lblNextActivity.Text = "None - Opportunity has been completed";
}
//audit
((Main)Master).HeaderDetails = "Opportunity added by "
+ bizActiveDirectory.GetUserFullName(o.AddedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", o.Added) + ")";
if (o.Modified.HasValue == true)
{
((Main)Master).HeaderDetails += " / modified by "
+ bizActiveDirectory.GetUserFullName(o.ModifiedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", o.Modified.Value) + ")";
}
////buttons
//this.btnSave.Enabled = !o.Inactive;
////controls
//this.txtOpportunityName.Enabled = !o.Inactive;
//this.txtOpportunityDue.Enabled = !o.Inactive;
//this.btnOpportunityDue.Enabled = !o.Inactive;
//this.txtIncumbentBroker.Enabled = !o.Inactive;
//this.txtIncumbentInsurer.Enabled = !o.Inactive;
//this.ddlClassification.Enabled = !o.Inactive;
//this.txtNetBrokerageQuoted.Enabled = !o.Inactive;
//this.txtNetBrokerageActual.Enabled = !o.Inactive;
//this.txtDateCompleted.Enabled = !o.Inactive;
//this.btnDateCompleted.Enabled = !o.Inactive;
//this.txtMemoNumber.Enabled = !o.Inactive;
}
protected void SetReminder()
{
bizClient biz = new bizClient();
Client c;
c = biz.GetClient(int.Parse(Request.QueryString["cid"]));
bizOpportunity biz2 = new bizOpportunity();
Opportunity o;
o = biz2.GetOpportunity(int.Parse(Request.QueryString["oid"]));
bizActivity biz3 = new bizActivity();
Activity a;
a = biz3.GetActivity(int.Parse(Request.QueryString["aid"]));
string subject = string.Format("Client Follow-up: {0}, {1} - {2}", c.ClientName, o.OpportunityName, a.Status.StatusName);
//To do - set this to the name of the activity.
DateTime startDate = DateTime.MinValue;
DateTime endDate = DateTime.MinValue;
if (a.FollowUpDate != null)
{
startDate = DateTime.Parse(string.Format("{0} 08:00 AM", string.Format("{0:dd/MM/yyyy}", a.FollowUpDate)));
endDate = DateTime.Parse(string.Format("{0} 08:05 AM", string.Format("{0:dd/MM/yyyy}", a.FollowUpDate)));
}
string urlPort = (HttpContext.Current.Request.Url.IsDefaultPort) ? "" : ":" + HttpContext.Current.Request.Url.Port.ToString();
string activityURL = HttpContext.Current.Request.Url.GetLeftPart(UriPartial.Path).Replace(Request.Url.Segments[Request.Url.Segments.Length - 1], "") + "ViewOpportunity.aspx?";
List <string> queryStringList = new List <string>();
if (!string.IsNullOrEmpty(Request.QueryString["cid"]))
{
queryStringList.Add(String.Format("cid={0}", Request.QueryString["cid"]));
}
if (!string.IsNullOrEmpty(Request.QueryString["oid"]))
{
queryStringList.Add(String.Format("oid={0}", Request.QueryString["oid"]));
}
queryStringList.Add(String.Format("aid={0}", Request.QueryString["aid"]));
activityURL += string.Join("&", queryStringList.ToArray());
var htmltab = @" \;";
var opportunityDue = ((a.Opportunity.OpportunityDue.HasValue) ? @"<br><B>Renewal Date :</B> " + htmltab + a.Opportunity.OpportunityDue.Value.ToString("dd/MM/yyyy") + "<br>" : "<br>");
string t = "BEGIN:VCALENDAR\n" +
"PRODID:-//Microsoft Corporation//Outlook MIMEDIR//EN\n" +
"VERSION:2.0\n" +
"BEGIN:VEVENT\n" +
"DTSTART:" + startDate.ToUniversalTime().ToString("yyyyMMddTHHmmssZ") + "\n" +
"DTEND:" + endDate.ToUniversalTime().ToString("yyyyMMddTHHmmssZ") + "\n" +
//"LOCATION:My office\n" +
//"CATEGORIES:Business\n" +
"DESCRIPTION;ENCODING=QUOTED-PRINTABLE:" + Helper.CalenderUtilities.EncodeQuotedPrintable("Currently at:" + a.Status.StatusName + "\n" +
((a.Opportunity.OpportunityDue.HasValue) ? "Renewal Date : " + a.Opportunity.OpportunityDue.Value.ToString("dd/MM/yyyy") + "\n" : "") +
"Activity Note: " + a.ActivityNote + "\n\n" + activityURL) + "=0D=0A\n" +
"SUMMARY:" + subject + "\n" +
"PRIORITY:0\n" +
"X-ALT-DESC;FMTTYPE=text/html:" + @"<!DOCTYPE HTML PUBLIC \""-//W3C//DTD HTML 3.2//EN\"">\n<HTML>\n<HEAD>\n<TITLE></TITLE>\n</HEAD>\n<BODY>\n" +
"<b>Currently at:</b> " + htmltab + a.Status.StatusName +
opportunityDue +
@"<br><b>Activity Note:</b> " + htmltab + a.ActivityNote + "<br><br>" + "<A HREF=\"" + HttpUtility.UrlEncode(activityURL) + "\">" + activityURL + "</A>" + "<br>" + "</BODY>\n</HTML> " +
"X-MICROSOFT-CDO-BUSYSTATUS:FREE" +
"TRIGGER:-PT15M" +
"END:VEVENT" +
"END:VCALENDAR";
var tempPage = new Page();
Response.Clear();
Response.ContentType = "application/VCS";
Response.AddHeader("content-disposition", "attachment; filename=\"calendar.vcs\"");
Response.Write(t.ToString());
Response.Flush();
// Response.End();
}
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;
}
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;
}
//general
this.lblActivityStatus.Text = a.Status.StatusName;
this.hidStatusID.Value = a.OpportunityStatusID.ToString();
this.txtActivityNote.Text = a.ActivityNote;
this.txtFollowUpDate.Text = string.Format("{0:dd/MM/yyyy}", a.FollowUpDate);
if (a.ContactID.HasValue == true)
{
this.ddlContact.SelectedValue = a.ContactID.ToString();
}
//audit
((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)
//{
// //general
// this.ddlOpportunityStatus.Enabled = false;
// this.txtActivityNote.Enabled = false;
// this.txtFollowUpDate.Enabled = false;
// this.btnFollowUpDate.Enabled = false;
// this.txtFollowUpNote.Enabled = false;
// //additional
// this.txtIncumbentBroker.Enabled = false;
// this.txtIncumbentInsurer.Enabled = false;
// this.ddlClassification.Enabled = false;
// this.txtNetBrokerageQuoted.Enabled = false;
// this.txtNetBrokerageActual.Enabled = false;
// this.txtDateCompleted.Enabled = false;
// this.btnDateCompleted.Enabled = false;
// this.txtMemoNumber.Enabled = false;
// this.txtClientCode.Enabled = false;
// //buttons
// this.btnSave.Enabled = false;
//}
}
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 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 + "'";
}
}
}
}
