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;
}
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 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;
//}
}
