protected void btnSave_Click(object sender, EventArgs e)
{
try
{
this.ucMessanger1.ClearMessages();
this.ucMessanger1.UnmarkControls();
bizMessage bizM = new bizMessage();
if (this.lstExecutives.SelectedValue == "")
{
this.ucMessanger1.ProcessMessage("Account Executive: " + bizM.GetMessageText("ValueNotSelected"), Enums.enMsgType.Err, "", null, true);
return;
}
bizClient biz = new bizClient();
if (biz.TransferClient(int.Parse(Request.QueryString["cid"]), this.lstExecutives.SelectedValue) == true)
{
Response.Redirect("FindClient.aspx", false);
}
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
private void PopulateOpportunities()
{
var bizM = new bizMessage();
var biz = new bizClient();
var ss = biz.FindOpportunities(txtFindOpportunity.Text);
lstOpportunity.Items.Clear();
if (txtFindOpportunity.Text != "")
{
foreach (var s in ss)
{
lstOpportunity.Items.Add(new ListItem(s, s));
}
lstOpportunity.Visible = true;
divOpportunities.Visible = true;
lblFoundOpportunities.Text = lstOpportunity.Items.Count + " opportunities found";
}
else
{
lstOpportunity.Visible = false;
divSource.Visible = false;
lblFoundOpportunities.Text = "";
}
}
private void PopulateClientDetails()
{
bizMessage bizM = new bizMessage();
bizClient biz = new bizClient();
Client c;
c = biz.GetClient(int.Parse(Request.QueryString["cid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (c == null)
{
return;
}
//client details
this.lblClientName.Text = c.ClientName;
this.lblOfficePhone.Text = c.OfficePhone;
if (c.Address == null)
{
this.lblAddress.Text = "no address";
this.lblAddress.CssClass = "page-text-nodata";
}
else
{
this.lblAddress.Text = c.Address + ", " + c.Location + " " + c.StateCode + " " + c.PostCode;
}
if (c.Industry != null)
{
this.lblAssociation.Text = c.Industry.IndustryName + " (" + c.Industry.AnzsicCode + ")";
}
if (c.AssociationCode != null)
{
this.lblAssociation.Text = c.Association.AssociationName;
}
//executive
var u = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(c.AccountExecutiveID);
bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.lblAccountExecutive.Text = "<b>" + exec.DisplayName + "</b>" + ", " + exec.Branch + " (" + exec.Region + ")";
if (c.Inactive == true)
{
this.lblClientName.Enabled = false;
this.lblOfficePhone.Enabled = false;
this.lblAddress.Enabled = false;
this.lblAssociation.Enabled = false;
this.lblAccountExecutive.Enabled = false;
}
else
{
this.lblClientName.Enabled = true;
this.lblOfficePhone.Enabled = true;
this.lblAddress.Enabled = true;
this.lblAssociation.Enabled = true;
this.lblAccountExecutive.Enabled = true;
}
}
private void PopulateClientFromBA()
{
bizMessage bizM = new bizMessage();
bizClient biz = new bizClient();
List <sp_engage_get_clientResult> client;
client = biz.GetClientFromBA(Request.QueryString["cc"].ToString());
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (client.Count == 1)
{
this.txtClientCode.Text = client[0].ClientCode;
this.txtClientName.Text = client[0].ClientName;
this.txtAddress.Text = client[0].Address_Line_1 + "\n" +
client[0].Address_Line_2 + "\n" +
client[0].Address_Line_3;
this.txtOfficePhone.Text = client[0].Phone;
this.txtOfficeFacsimilie.Text = client[0].Fax;
this.txtABNACN.Text = client[0].ABN;
int result;
if (int.TryParse(client[0].Postcode, out result) == true &&
client[0].Postcode.Length == 4)
{
this.ucAUPSS1.PostCode = client[0].Postcode;
}
//if (this.ucAUPSS1.SuburbControl.Items.FindByValue(client[0].Suburb) != null)
//{
// this.ucAUPSS1.Suburb = client[0].Suburb;
//}
this.txtSource.Text = "iBAIS";
if (client[0].Anzsic_Code != "")
{
this.txtFindIndustry.Text = client[0].Anzsic_Code;
}
PopulateIndustries();
if (this.lstIndustry.Items.Count == 1)
{
this.lstIndustry.SelectedIndex = 0;
}
if (client[0].ActiveClientInd.ToString() == "N")
{
if (this.ddlBusinessType.Items.Count > 0)
{
this.ddlBusinessType.SelectedValue = this.ddlBusinessType.Items.FindByText("Reclaimed business").Value;
}
}
else
{
if (this.ddlBusinessType.Items.Count > 0)
{
this.ddlBusinessType.SelectedValue = this.ddlBusinessType.Items.FindByText("New business (Existing clients)").Value;
}
}
}
}
private void PopulateContacts()
{
bizClient biz = new bizClient();
List <sp_web_ListClientContactsResult> ccs = biz.ListClientContacts(int.Parse(Request.QueryString["cid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.ddlContact.Items.Add(new ListItem("-- Please Select --", ""));
foreach (sp_web_ListClientContactsResult cc in ccs)
{
this.ddlContact.Items.Add(new ListItem(cc.ContactName, cc.ContactID.ToString()));
}
}
private void PopulateClientDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizClient biz = new bizClient();
Client c;
c = biz.GetClient(Convert.ToInt32(Request.QueryString["cid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (c == null)
{
return;
}
//general
this.lblClientName.Text = c.ClientName;
this.lblOfficeFacsimilie.Text = c.OfficeFacsimilie;
this.lblOfficePhone.Text = c.OfficePhone;
//address
this.lblAddress.Text = c.Address + ", " + c.Location + " " + c.StateCode + " " + c.PostCode;
//executive
var u = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(c.AccountExecutiveID);
bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.lblAccountExecutive.Text = "<b>" + exec.DisplayName + "</b>" + ", " + exec.Branch + " (" + exec.Region + ")";
//active contacts
bizContact bizA = new bizContact();
List <Contact> acons = c.Contacts.Where(co => co.Inactive == false).ToList();
this.grvActiveContacts.DataSource = acons;
this.ucMessanger1.ProcessMessages(bizA.MSGS, false);
this.grvActiveContacts.DataBind();
this.lblActiveContacts.Text = acons.Count.ToString();
//inactive contacts
bizContact bizI = new bizContact();
List <Contact> icons = c.Contacts.Where(co => co.Inactive == true).ToList();
this.grvInactiveContacts.DataSource = icons;
this.ucMessanger1.ProcessMessages(bizI.MSGS, false);
this.grvInactiveContacts.DataBind();
this.lblInactiveContacts.Text = icons.Count.ToString();
//buttons
this.btnBack.PostBackUrl = "ViewClient.aspx?cid=" + c.ClientID.ToString();
}
private void PopulateClientDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizClient biz = new bizClient();
Client c;
c = biz.GetClient(Convert.ToInt32(Request.QueryString["cid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (c == null)
{
return;
}
//general
this.lblClientName.Text = c.ClientName;
this.lblOfficeFacsimilie.Text = c.OfficeFacsimilie;
this.lblOfficePhone.Text = c.OfficePhone;
//address
this.lblAddress.Text = c.Address + ", " + c.Location + " " + c.StateCode + " " + c.PostCode;
//executive
var u = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(c.AccountExecutiveID);
bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.lblAccountExecutive.Text = "<b>" + exec.DisplayName + "</b>" + ", " + exec.Branch + " (" + exec.Region + ")";
//open opportunities
List <sp_web_ListClientOpenOpportunitiesResult> ooppos = biz.ListClientOpenOpportunities(c.ClientID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.grvOpenOpportunities.DataSource = ooppos;
this.grvOpenOpportunities.DataBind();
this.lblOpenOpportunities.Text = ooppos.Count.ToString();
//open opportunities
List <sp_web_ListClientClosedOpportunitiesResult> coppos = biz.ListClientClosedOpportunities(c.ClientID);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.grvClosedOpportunities.DataSource = coppos;
this.grvClosedOpportunities.DataBind();
this.lblClosedOpportunities.Text = coppos.Count.ToString();
//buttons
this.btnBack.PostBackUrl = "ViewClient.aspx?cid=" + c.ClientID.ToString();
}
private void PopulateAssociations()
{
bizMessage bizM = new bizMessage();
bizClient biz = new bizClient();
IQueryable <Association> asss = biz.ListAssociationsByIndustry(this.lstIndustry.SelectedValue);
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
this.ddlAssociation.Items.Clear();
this.ddlAssociation.Items.Add(new ListItem("-- Please Select --", ""));
foreach (Association ass in asss)
{
this.ddlAssociation.Items.Add(new ListItem(ass.AssociationName, ass.AssociationCode));
}
}
protected void btnSetPrimary_Click(object sender, EventArgs e)
{
try
{
bizClient biz = new bizClient();
if (biz.SetPrimaryContact(int.Parse(Request.QueryString["cid"]), int.Parse(Request.QueryString["coid"])) == true)
{
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
}
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
protected void grvContacts_RowDataBound(object sender, GridViewRowEventArgs e)
{
try
{
if (e.Row.RowType == DataControlRowType.DataRow)
{
Contact c = (Contact)e.Row.DataItem;
if (c.Mobile == "")
{
e.Row.Cells[4].Text = "no mobile";
e.Row.Cells[4].CssClass = "lightgrey-italic";
}
if (c.DirectLine == "")
{
e.Row.Cells[5].Text = "no direct line";
e.Row.Cells[5].CssClass = "lightgrey-italic";
}
if (c.Email == "")
{
e.Row.Cells[6].Text = "no email address";
e.Row.Cells[6].CssClass = "lightgrey-italic";
}
bizClient biz = new bizClient();
Client client = biz.GetClient(c.ClientID);
if (client.PrimaryContactID == c.ContactID)
{
e.Row.Cells[3].CssClass = "blue-bold";
}
e.Row.Attributes.Add("OnMouseOver", "this.style.backgroundColor = '#F4F3F0';this.style.cursor='hand';");
e.Row.Attributes.Add("OnMouseOut", "this.style.backgroundColor = 'white';");
e.Row.Attributes["onClick"] = "location.href='ViewContact.aspx?cid=" + DataBinder.Eval(e.Row.DataItem, "ClientID") + "&coid=" + DataBinder.Eval(e.Row.DataItem, "ContactID") + "'";
}
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
protected void btnActiveInactive_Click(object sender, EventArgs e)
{
try
{
bizClient biz = new bizClient();
bool flag = false;
if (this.btnActiveInactive.Text == "Inactivate")
{
flag = true;
}
if (biz.SetInactiveField(int.Parse(Request.QueryString["cid"]), flag) == true)
{
PopulateClientDetails();
}
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
private void SetControls()
{
((Main)Master).HeaderTitle = "Add Client";
bizSetting bizS = new bizSetting();
((Main)Master).HeaderDetails = "Client to be added by "
+ bizActiveDirectory.GetUserFullName(bizS.GetSetting(bizUser.GetCurrentUserNameWithoutDomain()))
+ " (Now)";
//executive
bizClient biz = new bizClient();
bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
bizUser.enGageUser exec = bizUser.GetAccountExecutive(user.SMIUserName);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
this.lblAccountExecutive.Text = "<b>" + exec.DisplayName + "</b>" + ", " + exec.Branch + " (" + exec.Region + ")";
//defaults
this.ddlFlagged.SelectedValue = "false";
if (Request.QueryString["name"] != null)
{
txtClientName.Text = HttpUtility.UrlDecode(Request.QueryString["name"]);
}
}
private void PopulateContactDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizContact biz = new bizContact();
Contact c;
c = biz.GetContact(Convert.ToInt32(Request.QueryString["coid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (c == null)
{
return;
}
//general
this.txtContactName.Text = c.ContactName;
this.ddlTitle.SelectedValue = c.Title;
this.txtMobile.Text = c.Mobile;
this.txtDirectLine.Text = c.DirectLine;
this.txtEmail.Text = c.Email;
//audit
((Main)Master).HeaderDetails = "Client added by "
+ bizActiveDirectory.GetUserFullName(c.AddedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", c.Added) + ")";
if (c.Modified.HasValue == true)
{
((Main)Master).HeaderDetails += " / modified by "
+ bizActiveDirectory.GetUserFullName(c.ModifiedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", c.Modified.Value) + ")";
}
bizClient bizC = new bizClient();
Client cl = bizC.GetClient(int.Parse(Request.QueryString["cid"]));
var u = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(cl.AccountExecutiveID);
bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);
this.ucMessanger1.ProcessMessages(bizC.MSGS, false);
if (Session["USER"] == null)
{
this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
return;
}
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.Visible = 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.Visible = false;
}
else
{
Response.Redirect("~/FindClient.aspx", false);
return;
}
break;
case (int)Enums.enUserRole.Company:
this.btnSave.Visible = 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 PopulateClientDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizClient biz = new bizClient();
Client c;
c = biz.GetClient(Convert.ToInt32(Request.QueryString["cid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (c == null)
{
return;
}
//read only
this.lblClientName.Text = c.ClientName;
this.lblOfficeFacsimilie.Text = c.OfficeFacsimilie;
this.lblOfficePhone.Text = c.OfficePhone;
if (c.Address == null)
{
this.lblAddress.Text = "no address";
this.lblAddress.CssClass = "page-text-nodata";
}
else
{
this.lblAddress.Text = c.Address + ", " + c.Location + " " + c.StateCode + " " + c.PostCode;
}
//executive
var u = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(c.AccountExecutiveID);
bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);
ucMessanger1.ProcessMessages(biz.MSGS, false);
lblAccountExecutive.Text = "<b>" + exec.DisplayName + "</b>" + ", " + exec.Branch + " (" + exec.Region + ")";
//general
//this.ddlAccountExecutive.SelectedValue = c.AccountExecutiveID.ToString();
this.txtClientCode.Text = c.ClientCode;
this.txtClientName.Text = c.ClientName;
this.txtRegisteredName.Text = c.RegisteredName;
this.txtInsuredName.Text = c.InsuredName;
if (c.ABNACN != null)
{
this.txtABNACN.Text = c.ABNACN;
}
this.txtSource.Text = c.Source;
this.txtOfficeFacsimilie.Text = c.OfficeFacsimilie;
this.txtOfficePhone.Text = c.OfficePhone;
//address
this.txtAddress.Text = c.Address;
if (c.Location != null)
{
this.ucAUPSS1.PostCode = c.PostCode;
this.ucAUPSS1.SetSuburbAndStateCode(c.Location, c.StateCode);
//this.ucAUPSS1.Suburb = c.Location;
//this.ucAUPSS1.StateCode = c.StateCode;
this.rblAddressTypes.SelectedIndex = 0;
}
else
{
this.rblAddressTypes.SelectedIndex = 1;
}
//industry
if (c.AnzsicCode != null)
{
bizIndustry bizI = new bizIndustry();
Industry ind = bizI.GetIndustry(c.AnzsicCode);
this.ucMessanger1.ProcessMessages(bizI.MSGS, false);
this.lstIndustry.Items.Add(new ListItem(ind.IndustryName + " (" + ind.AnzsicCode + ")", ind.AnzsicCode));
this.lstIndustry.SelectedIndex = 0;
if (this.lstIndustry.Items.Count > 0)
{
this.lstIndustry.Visible = true;
}
PopulateAssociations();
if (c.AssociationCode == null)
{
this.ddlAssociation.SelectedIndex = 0;
}
else
{
this.ddlAssociation.Items.RemoveAt(0);
this.ddlAssociation.SelectedValue = c.AssociationCode;
}
this.txtAssociationMemberNumber.Text = c.AssociationMemberNumber;
}
//audit
((Main)Master).HeaderDetails = "Client added by "
+ bizActiveDirectory.GetUserFullName(c.AddedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", c.Added) + ")";
if (c.Modified.HasValue == true)
{
((Main)Master).HeaderDetails += " / modified by "
+ bizActiveDirectory.GetUserFullName(c.ModifiedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", c.Modified.Value) + ")";
}
}
protected void btnSave_Click(object sender, EventArgs e)
{
try
{
this.ucMessanger1.ClearMessages();
this.ucMessanger1.UnmarkControls();
bizMessage bizM = new bizMessage();
if (this.txtAddress.Text.Length > this.txtAddress.MaxLength)
{
this.ucMessanger1.ProcessMessage("Address: " + bizM.GetMessageText("ValueGreaterThanMax"), Enums.enMsgType.Err, "", null, true);
return;
}
Client c = new Client();
bizClient biz = new bizClient();
c.ClientID = int.Parse(Request.QueryString["cid"]);
//if (this.ddlAccountExecutive.SelectedValue != "")
// c.AccountExecutiveID = int.Parse(this.ddlAccountExecutive.SelectedValue);
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 && this.ucAUPSS1.SuburbControl.SelectedIndex > -1)
{
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.ModifiedBy = bizUser.GetCurrentUserName();
c.Modified = DateTime.Now;
//action
if (biz.ValidateClient(c) == false)
{
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
return;
}
if (biz.UpdateClient(c) == true)
{
Response.Redirect("ViewClient.aspx?cid=" + c.ClientID.ToString(), false);
}
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
private void PopulateClientDetails()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
bizClient biz = new bizClient();
Client c;
c = biz.GetClient(Convert.ToInt32(Request.QueryString["cid"]));
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (c == null)
{
return;
}
//general
this.lblClientCode.Text = c.ClientCode;
this.lblClientName.Text = c.ClientName;
this.lblRegisteredName.Text = c.RegisteredName;
this.lblInsuredName.Text = c.InsuredName;
if (c.ABNACN != null)
{
this.lblABNACN.Text = c.ABNACN;
}
this.lblSource.Text = c.Source;
this.lblOfficeFacsimilie.Text = c.OfficeFacsimilie;
this.lblOfficePhone.Text = c.OfficePhone;
//address
if (c.Address == null)
{
this.lblAddress.Text = "no address";
this.lblAddress.CssClass = "page-text-nodata";
}
else
{
this.lblAddress.Text = c.Address + ", " + c.Location + " " + c.StateCode + " " + c.PostCode;
}
//industry
if (c.AnzsicCode != null)
{
this.lblIndustry.Text = c.Industry.IndustryName + " (" + c.Industry.AnzsicCode + ")";
}
if (c.AssociationCode != null)
{
this.lblAssociationName.Text = c.Association.AssociationName;
this.lblAssociationMemberNumber.Text = c.AssociationMemberNumber;
}
//executive
var u = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(c.AccountExecutiveID);
bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
if (exec != null)
{
this.lblAccountExecutive.Text = "<b>" + exec.DisplayName + "</b>" + ", " + exec.Branch + " (" + exec.Region + ")";
}
else
{
this.lblAccountExecutive.Text = "<b>" + c.AccountExecutiveID + "</b>" + ", Unknown Branch (Unknown Region)";
}
//contacts
bizContact bizC = new bizContact();
List <Contact> cons = c.Contacts.Where(co => co.Inactive == false).ToList();
this.grvContacts.DataSource = cons;
this.ucMessanger1.ProcessMessages(bizC.MSGS, false);
this.grvContacts.DataBind();
this.lblActiveContacts.Text = cons.Count.ToString();
this.lblInactiveContacts.Text = (c.Contacts.Count - cons.Count).ToString();
//opportunities
List <sp_web_ListClientOpenOpportunitiesResult> oppos = biz.ListClientOpenOpportunities(c.ClientID);
this.grvOpportunities.DataSource = oppos;
this.ucMessanger1.ProcessMessages(bizC.MSGS, false);
this.grvOpportunities.DataBind();
this.lblOpenOpportunities.Text = oppos.Count.ToString();
List <sp_web_ListClientClosedOpportunitiesResult> coppos = biz.ListClientClosedOpportunities(c.ClientID);
this.lblClosedOpportunities.Text = (coppos.Count).ToString();
//audit
((Main)Master).HeaderDetails = "Client added by "
+ bizActiveDirectory.GetUserFullName(c.AddedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", c.Added) + ")";
if (c.Modified.HasValue == true)
{
((Main)Master).HeaderDetails += " / modified by "
+ bizActiveDirectory.GetUserFullName(c.ModifiedBy)
+ " (" + string.Format("{0:dd-MMM-yy}", c.Modified.Value) + ")";
}
//buttons
this.hplContactsSeeAll.NavigateUrl = "ClientContactsAll.aspx?cid=" + c.ClientID.ToString();
if (c.Contacts.Count - cons.Count == 0)
{
this.hplContactsSeeAll.Enabled = false;
}
this.hplOpportunitiesSeeAll.NavigateUrl = "ClientOpportunitiesAll.aspx?cid=" + c.ClientID.ToString();
if (coppos.Count == 0)
{
this.hplOpportunitiesSeeAll.Enabled = false;
}
this.btnAddContact.PostBackUrl = "AddContact.aspx?cid=" + c.ClientID.ToString();
this.btnAddOpportunity.PostBackUrl = "AddOpportunity.aspx?cid=" + c.ClientID.ToString();
if (c.Inactive == true)
{
this.lblClientName.Enabled = false;
this.lblOfficePhone.Enabled = false;
this.lblAddress.Enabled = false;
this.lblOfficeFacsimilie.Enabled = false;
this.btnAddContact.Enabled = false;
this.btnAddOpportunity.Enabled = false;
this.btnActiveInactive.Text = "Activate";
this.btnEditClient.Enabled = false;
}
else
{
this.lblClientName.Enabled = true;
this.lblOfficePhone.Enabled = true;
this.lblAddress.Enabled = true;
this.lblOfficeFacsimilie.Enabled = true;
this.btnAddContact.Enabled = true;
this.btnAddOpportunity.Enabled = true;
this.btnActiveInactive.Text = "Inactivate";
this.btnEditClient.Enabled = true;
}
this.btnEditClient.PostBackUrl = "EditClient.aspx?cid=" + c.ClientID.ToString();
this.btnTransfer.PostBackUrl = "TransferClient.aspx?cid=" + c.ClientID.ToString();
// SECURITY
//sp_web_GetUserByIDResult exec = biz.GetAccountExecutive(c.AccountExecutiveID);
//this.ucMessanger1.ProcessMessages(biz.MSGS, false);
bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
switch (user.Role)
{
case (int)Enums.enUserRole.Executive:
if (user.Branch == exec.Branch)
{
if (exec == null)
{
}
else if (user.DisplayName != exec.DisplayName)
{
DisableButtons();
DisableGrids();
}
}
else
{
Response.Redirect("~/FindClient.aspx", false);
return;
}
break;
case (int)Enums.enUserRole.Branch:
if (exec == null)
{
}
else if (user.Branch == exec.Branch)
{
if (user.DisplayName != exec.DisplayName)
{
//DisableButtons();
//DisableGrids();
}
}
else
{
Response.Redirect("~/FindClient.aspx", false);
return;
}
break;
case (int)Enums.enUserRole.Region:
if (exec == null)
{
DisableButtons();
DisableGrids();
}
else if (user.Region == exec.Region)
{
if (user.DisplayName != exec.DisplayName)
{
DisableButtons();
DisableGrids();
}
}
else
{
Response.Redirect("~/FindClient.aspx", false);
return;
}
break;
case (int)Enums.enUserRole.Company:
if (exec == null)
{
DisableButtons();
DisableGrids();
}
else if (user.DisplayName != exec.DisplayName)
{
DisableButtons();
DisableGrids();
}
break;
case (int)Enums.enUserRole.Administrator:
// full access
break;
}
}
private void LoadClientsBA()
{
bizMessage bizM = new bizMessage();
//this.ucMessanger1.ClearMessages();
if (this.txtSearchCriteria.Text == "")
{
this.ucMessanger1.ProcessMessage(bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "SearchCriteria", typeof(TextBox), false);
return;
}
bizSetting bizS = new bizSetting();
int MaxRecords = int.Parse(bizS.GetSetting("FindClient.MaxRecords"));
bizClient biz = new bizClient();
int? records = 0;
List <sp_engage_search_clientResult> clients = biz.FindClientInBA(this.txtSearchCriteria.Text
, this.ddlClient.SelectedValue
, char.Parse(this.ddlMatch.SelectedValue)
, MaxRecords
, ref records);
this.ucMessanger1.ProcessMessages(biz.MSGS, false);
if (clients == null)
{
return;
}
if (records == 0)
{
this.btnAdd.Visible = true;
this.tdHeaderBA.Visible = false;
this.grvClientsBA.Visible = false;
this.tdFooterBA.Visible = false;
this.ucMessanger1.ProcessMessage("iBAIS: " + bizM.GetMessageText("NoClientsFound"), Enums.enMsgType.Warn, "", null, false);
}
if (records > 0 && records <= MaxRecords)
{
this.btnAdd.Visible = true;
this.lblResultCountBA.Text = clients.Count.ToString();
this.lblSearchBA.Text = this.txtSearchCriteria.Text;
this.tdHeaderBA.Visible = true;
this.grvClientsBA.DataSource = clients;
this.grvClientsBA.DataBind();
this.grvClientsBA.Visible = true;
this.tdFooterBA.Visible = true;
this.lnkBA.Enabled = true;
if (clients.Count <= this.grvClientsBA.PageSize)
{
this.lnkBA.Enabled = false;
}
if (records == MaxRecords)
{
this.ucMessanger1.ProcessMessage("iBAIS: " + bizM.GetMessageText("MaxClientsReached"), Enums.enMsgType.Warn, "", null, false);
}
}
if (records > MaxRecords)
{
this.btnAdd.Visible = false;
this.tdHeaderBA.Visible = false;
this.grvClientsBA.Visible = false;
this.tdFooterBA.Visible = false;
this.ucMessanger1.ProcessMessage("iBAIS: " + bizM.GetMessageText("TooManyClientsFound"), Enums.enMsgType.Warn, "", null, false);
}
}
private void LoadClients()
{
bizMessage biz = new bizMessage();
this.ucMessanger1.ClearMessages();
this.txtSearchCriteria.CssClass = "control";
//this.ucMessanger1.UnmarkControls(); // todo: doesn't work
this.grvClientsClientName.Visible = false;
this.grvClientsAddress.Visible = false;
this.grvClientsIndustry.Visible = false;
if (this.txtSearchCriteria.Text == "")
{
this.ucMessanger1.ProcessMessage(biz.GetMessageText("EmptyField"), Enums.enMsgType.Err, "SearchCriteria", typeof(TextBox), false);
return;
}
bizSetting bizS = new bizSetting();
int MaxRecords = int.Parse(bizS.GetSetting("FindClient.MaxRecords"));
bizClient bizC = new bizClient();
int? records = 0;
List <sp_web_FindClientByFieldResult> clients = bizC.FindClientByField(this.txtSearchCriteria.Text
, this.ddlClient.SelectedValue
, char.Parse(this.ddlMatch.SelectedValue)
, null
, MaxRecords
, ref records);
this.ucMessanger1.ProcessMessages(bizC.MSGS, true);
if (clients == null)
{
return;
}
// get all users in AD
var allusersResult = bizUser.GetUsersAccountExecutives(clients.Select <sp_web_FindClientByFieldResult, string>(x => x.AccountExecutiveID).Distinct().ToList());
// change all clients
clients.ForEach(
x =>
{
if (x.AccountExecutiveID != "" && allusersResult.ContainsKey(x.AccountExecutiveID))
{
bizUser.enGageUser exec = allusersResult[x.AccountExecutiveID]; //bizUser.GetAccountExecutive(x.AccountExecutiveID);
if (exec != null)
{
x.DisplayName = exec.DisplayName;
}
else
{
x.DisplayName = x.AccountExecutiveID;
}
}
}
);
List <sp_web_FindClientByFieldResult> cn = clients.Where(c => c.Match == "client").ToList();
List <sp_web_FindClientByFieldResult> add = clients.Where(c => c.Match == "address").ToList();
List <sp_web_FindClientByFieldResult> ind = clients.Where(c => c.Match == "industry").ToList();
if (records == 0)
{
this.btnAdd.Visible = true;
this.tdHeaderCN.Visible = false;
this.tdFooterCN.Visible = false;
this.tdHeaderAD.Visible = false;
this.tdFooterAD.Visible = false;
this.tdHeaderIND.Visible = false;
this.tdFooterIND.Visible = false;
this.ucMessanger1.ProcessMessage("enGage: " + biz.GetMessageText("NoClientsFound"), Enums.enMsgType.Warn, "", null, false);
// change the new postpack url
btnAdd.PostBackUrl += "?name=" + HttpUtility.UrlEncode(this.txtSearchCriteria.Text);
return;
}
if (records > 0 && records <= MaxRecords)
{
this.btnAdd.Visible = true;
/*foreach (sp_web_FindClientByFieldResult c in cn)
* {
* if (c.AccountExecutiveID != "")
* {
* bizUser.enGageUser exec = bizUser.GetAccountExecutive(c.AccountExecutiveID);
* if (exec != null)
* c.DisplayName = exec.DisplayName;
* else
* c.DisplayName = c.AccountExecutiveID;
* }
* }
* foreach (sp_web_FindClientByFieldResult c in add)
* {
* if (c.AccountExecutiveID != "")
* {
* bizUser.enGageUser exec = bizUser.GetAccountExecutive(c.AccountExecutiveID);
* if (exec != null)
* c.DisplayName = exec.DisplayName;
* else
* c.DisplayName = c.AccountExecutiveID;
* }
* }
* foreach (sp_web_FindClientByFieldResult c in ind)
* {
* if (c.AccountExecutiveID != "")
* {
* bizUser.enGageUser exec = bizUser.GetAccountExecutive(c.AccountExecutiveID);
* if (exec != null)
* c.DisplayName = exec.DisplayName;
* else
* c.DisplayName = c.AccountExecutiveID;
* }
* }*/
if (cn.Count == 0)
{
this.tdHeaderCN.Visible = false;
this.grvClientsClientName.Visible = false;
this.tdFooterCN.Visible = false;
}
else
{
this.lblResultCountCN.Text = cn.Count.ToString();
this.lblSearchCN.Text = this.txtSearchCriteria.Text;
this.tdHeaderCN.Visible = true;
this.grvClientsClientName.DataSource = cn;
this.grvClientsClientName.DataBind();
this.grvClientsClientName.Visible = true;
this.tdFooterCN.Visible = true;
this.lnkCN.Enabled = true;
if (cn.Count <= this.grvClientsClientName.PageSize)
{
this.lnkCN.Enabled = false;
}
}
if (add.Count == 0)
{
this.tdHeaderAD.Visible = false;
this.grvClientsAddress.Visible = false;
this.tdFooterAD.Visible = false;
}
else
{
this.lblResultCountAD.Text = add.Count.ToString();
this.lblSearchAD.Text = this.txtSearchCriteria.Text;
this.tdHeaderAD.Visible = true;
this.grvClientsAddress.DataSource = add;
this.grvClientsAddress.DataBind();
this.grvClientsAddress.Visible = true;
this.tdFooterAD.Visible = true;
this.lnkAD.Enabled = true;
if (add.Count <= this.grvClientsAddress.PageSize)
{
this.lnkAD.Enabled = false;
}
}
if (ind.Count == 0)
{
this.tdHeaderIND.Visible = false;
this.grvClientsIndustry.Visible = false;
this.tdFooterIND.Visible = false;
}
else
{
this.lblResultCountIND.Text = ind.Count.ToString();
this.lblSearchIND.Text = this.txtSearchCriteria.Text;
this.tdHeaderIND.Visible = true;
this.grvClientsIndustry.DataSource = ind;
this.grvClientsIndustry.DataBind();
this.grvClientsIndustry.Visible = true;
this.tdFooterIND.Visible = true;
this.lnkIND.Enabled = true;
if (ind.Count <= this.grvClientsIndustry.PageSize)
{
this.lnkIND.Enabled = false;
}
}
if (records == MaxRecords)
{
this.ucMessanger1.ProcessMessage("enGage: " + biz.GetMessageText("MaxClientsReached"), Enums.enMsgType.Warn, "", null, false);
}
return;
}
if (records > MaxRecords)
{
this.btnAdd.Visible = false;
this.tdHeaderCN.Visible = false;
this.tdFooterCN.Visible = false;
this.tdHeaderAD.Visible = false;
this.tdFooterAD.Visible = false;
this.tdHeaderIND.Visible = false;
this.tdFooterIND.Visible = false;
this.ucMessanger1.ProcessMessage("enGage: " + biz.GetMessageText("TooManyClientsFound"), Enums.enMsgType.Warn, "", null, false);
return;
}
}
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 LoadClients()
{
bizMessage bizM = new bizMessage();
bizSetting bizS = new bizSetting();
int MaxRecords = int.Parse(bizS.GetSetting("FindClient.MaxRecords"));
bizClient biz = new bizClient();
this.ucMessanger1.ClearMessages();
if (Request.QueryString["gr"] == "ba")
{
int?records = 0;
List <sp_engage_search_clientResult> clients = biz.FindClientInBA(Request.QueryString["sc"]
, Request.QueryString["f1"]
, char.Parse(Request.QueryString["f2"])
, MaxRecords
, ref records);
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (clients == null)
{
return;
}
this.grvClientsBA.DataSource = clients;
this.grvClientsBA.DataBind();
this.lblResultCount.Text = clients.Count.ToString();
}
else
{
int?records = 0;
List <sp_web_FindClientByFieldResult> clients = biz.FindClientByField(Request.QueryString["sc"]
, Request.QueryString["f1"]
, char.Parse(Request.QueryString["f2"])
, Request.QueryString["gr"]
, MaxRecords
, ref records);
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (clients == null)
{
return;
}
foreach (sp_web_FindClientByFieldResult c in clients)
{
if (c.AccountExecutiveID != "")
{
using (Timeline.Capture("bizUser.GetAccountExecutive", "AD"))
{
var u = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(c.AccountExecutiveID);
bizUser.enGageUser exec = bizUser.GetAccountExecutive(u);
if (exec != null)
{
c.DisplayName = exec.DisplayName;
}
else
{
c.DisplayName = c.AccountExecutiveID;
}
}
}
}
this.grvClients.DataSource = clients;
this.grvClients.DataBind();
this.lblResultCount.Text = clients.Count.ToString();
}
this.lblSearch.Text = Request.QueryString["sc"];
this.btnBack.PostBackUrl = "FindClient.aspx?" +
"sc=" + Request.QueryString["sc"] + "&" +
"f1=" + Request.QueryString["f1"] + "&" +
"f2=" + Request.QueryString["f2"];
}
protected void grvClients_RowDataBound(object sender, GridViewRowEventArgs e)
{
try
{
if (e.Row.RowType == DataControlRowType.DataRow)
{
if (Session["USER"] == null)
{
return;
}
bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
sp_web_FindClientByFieldResult client = (sp_web_FindClientByFieldResult)e.Row.DataItem;
bizClient biz = new bizClient();
bizUser.enGageUser exec;
using (Timeline.Capture("bizUser.GetAccountExecutive", "AD"))
{
var u = bizUser.GetSMIAccountExecutiveIdBOAMPSUserName(client.AccountExecutiveID);
exec = bizUser.GetAccountExecutive(u);
}
//if (client.ClientName != null)
//{
// if (client.ClientName.Length > 35) e.Row.Cells[2].Text = client.ClientName.Remove(33) + "..";
//}
//if (client.IndustryName != null)
//{
// if (client.IndustryName.Length > 35) e.Row.Cells[3].Text = client.IndustryName.Remove(33) + "..";
//}
//if (e.Row.Cells[4].Text != "")
//{
// if (e.Row.Cells[4].Text.Length > 15) e.Row.Cells[4].Text = e.Row.Cells[4].Text.Remove(13) + "..";
//}
//if (e.Row.Cells[5].Text != "")
//{
// if (e.Row.Cells[5].Text.Length > 15) e.Row.Cells[5].Text = e.Row.Cells[5].Text.Remove(13) + "..";
//}
if (e.Row.Cells[5].Text != "")
{
e.Row.Cells[5].Text = Regex.Replace(e.Row.Cells[5].Text, Request.QueryString["sc"], "<b>" + Request.QueryString["sc"].ToUpper() + "</b>", RegexOptions.IgnoreCase);
}
if (client.Inactive == true)
{
e.Row.CssClass = "lightgrey";
}
else
{
if (client.FollowUpDate < DateTime.Now)
{
e.Row.Cells[2].CssClass = "ochre-bold";
}
}
// SECURITY
Image img = (Image)e.Row.FindControl("imgArrow");
switch (user.Role)
{
case (int)Enums.enUserRole.Executive:
if (exec != null)
{
if (user.DisplayName != exec.DisplayName)
{
e.Row.CssClass = "darkgrey";
}
if (user.Branch != exec.Branch)
{
img.ImageUrl = "~/images/ArrowHollowSmall.gif";
e.Row.Enabled = false;
if (client.Inactive == true)
{
e.Row.CssClass = "lightgrey-italic";
}
else
{
e.Row.CssClass = "darkgrey";
}
}
}
else
{
e.Row.CssClass = "darkgrey";
img.ImageUrl = "~/images/ArrowHollowSmall.gif";
e.Row.Enabled = false;
if (client.Inactive == true)
{
e.Row.CssClass = "lightgrey-italic";
}
else
{
e.Row.CssClass = "darkgrey";
}
}
break;
case (int)Enums.enUserRole.Branch:
if (exec != null)
{
if (user.DisplayName != exec.DisplayName)
{
e.Row.CssClass = "darkgrey";
}
if (user.Branch != exec.Branch)
{
img.ImageUrl = "~/images/ArrowHollowSmall.gif";
e.Row.Enabled = false;
if (client.Inactive == true)
{
e.Row.CssClass = "lightgrey-italic";
}
else
{
e.Row.CssClass = "darkgrey";
}
}
}
else
{
e.Row.CssClass = "darkgrey";
img.ImageUrl = "~/images/ArrowHollowSmall.gif";
//e.Row.Enabled = false;
if (client.Inactive == true)
{
e.Row.CssClass = "lightgrey-italic";
}
else
{
e.Row.CssClass = "darkgrey";
}
}
break;
case (int)Enums.enUserRole.Region:
if (exec != null)
{
if (user.DisplayName != exec.DisplayName)
{
e.Row.CssClass = "darkgrey";
}
if (user.Region != exec.Region)
{
img.ImageUrl = "~/images/ArrowHollowSmall.gif";
e.Row.Enabled = false;
if (client.Inactive == true)
{
e.Row.CssClass = "lightgrey-italic";
}
else
{
e.Row.CssClass = "darkgrey";
}
}
}
else
{
e.Row.CssClass = "darkgrey";
img.ImageUrl = "~/images/ArrowHollowSmall.gif";
e.Row.Enabled = false;
if (client.Inactive == true)
{
e.Row.CssClass = "lightgrey-italic";
}
else
{
e.Row.CssClass = "darkgrey";
}
}
break;
case (int)Enums.enUserRole.Company:
if (exec != null)
{
if (user.DisplayName != exec.DisplayName)
{
e.Row.CssClass = "darkgrey";
}
}
else
{
e.Row.CssClass = "darkgrey";
img.ImageUrl = "~/images/ArrowHollowSmall.gif";
e.Row.Enabled = false;
if (client.Inactive == true)
{
e.Row.CssClass = "lightgrey-italic";
}
else
{
e.Row.CssClass = "darkgrey";
}
}
break;
case (int)Enums.enUserRole.Administrator:
// do nothing
if (exec == null)
{
//e.Row.CssClass = "darkgrey";
img.ImageUrl = "~/images/ArrowHollowSmall.gif";
e.Row.Cells[4].Enabled = false;
//if (client.Inactive == true) e.Row.CssClass = "lightgrey-italic";
//else e.Row.CssClass = "darkgrey";
}
break;
}
e.Row.Attributes.Add("OnMouseOver", "this.style.backgroundColor = '#F4F3F0';this.style.cursor='hand';");
e.Row.Attributes.Add("OnMouseOut", "this.style.backgroundColor = 'white';");
e.Row.Attributes["onClick"] = "location.href='ViewClient.aspx?cid=" + DataBinder.Eval(e.Row.DataItem, "ClientID") + "'";
}
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
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);
}
