public bool SetFlag(int opportunityID, bool flag)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Opportunity eo = db.Opportunities.Single(op => op.OpportunityID == opportunityID);
eo.Flagged = flag;
eo.ModifiedBy = bizUser.GetCurrentUserName();
eo.Modified = DateTime.Now;
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("UpdateSuccess"), Enums.enMsgType.OK);
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public bool SetToInactive(int activityID)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Activity ea = db.Activities.Single(act => act.ActivityID == activityID);
ea.Inactive = true;
ea.ModifiedBy = bizUser.GetCurrentUserName();
ea.Modified = DateTime.Now;
ActionLog al = new ActionLog();
al.ID = activityID;
al.TableName = "Activity";
al.Action = "Inactivate";
al.Detail = "";
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("UpdateSuccess"), Enums.enMsgType.OK);
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public bool TransferClient(int clientID, string userName)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Client ec = db.Clients.Single(cli => cli.ClientID == clientID);
ec.AccountExecutiveID = userName;
ec.Modified = ec.Modified;
ec.ModifiedBy = ec.ModifiedBy;
ActionLog al = new ActionLog();
al.ID = clientID;
al.TableName = "Client";
al.Action = "Transfer";
al.Detail = "From " + bizUser.GetCurrentUserNameWithoutDomain() + " to " + userName;
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("UpdateSuccess"), Enums.enMsgType.OK);
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public static int InsertExceptionLog(Exception ex)
{
try
{
enGageDataContext db = new enGageDataContext();
ExceptionLog el = new ExceptionLog();
if (ex.Message.Length > 255)
{
el.ShortDescription = ex.Message.Substring(0, 255);
}
else
{
el.ShortDescription = ex.Message;
}
el.LongDescription = ex.StackTrace;
el.CreatedDate = DateTime.Now;
el.CreatedBy = bizUser.GetCurrentUserName();
db.ExceptionLogs.InsertOnSubmit(el);
db.SubmitChanges();
return(el.ExceptionLogId);
}
catch (Exception exc)
{
LogEvent(ex.Message + "\n" + ex.StackTrace, Enums.enMsgType.Err, "enGage");
throw new Exception(exc.Message);
}
}
public bool SetPrimaryContact(int clientID, int contactID)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Client ec = db.Clients.Single(cli => cli.ClientID == clientID);
ec.PrimaryContactID = contactID;
ec.ModifiedBy = bizUser.GetCurrentUserName();
ec.Modified = DateTime.Now;
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("UpdateSuccess"), Enums.enMsgType.OK);
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public bool UpdateContact(Contact c)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Contact ec = db.Contacts.Single(cli => cli.ContactID == c.ContactID);
//general
ec.ContactName = c.ContactName;
ec.Title = c.Title;
ec.Mobile = c.Mobile;
ec.DirectLine = c.DirectLine;
ec.Email = c.Email;
// audit
ec.Modified = c.Modified;
ec.ModifiedBy = c.ModifiedBy;
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("UpdateSuccess"), Enums.enMsgType.OK);
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public int InsertOpportunity(Opportunity o)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
db.Opportunities.InsertOnSubmit(o);
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("InsertSuccess"), Enums.enMsgType.OK);
return(o.OpportunityID);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(0);
}
}
public int InsertClient(Client c)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
db.Clients.InsertOnSubmit(c);
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("InsertSuccess"), Enums.enMsgType.OK);
return(c.ClientID);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(0);
}
}
public bool SetInactiveField(int clientID, bool value)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Client ec = db.Clients.Single(cli => cli.ClientID == clientID);
ec.Inactive = value;
ec.ModifiedBy = bizUser.GetCurrentUserName();
ec.Modified = DateTime.Now;
ActionLog al = new ActionLog();
al.ID = clientID;
al.TableName = "Client";
if (value == true)
{
al.Action = "Inactivate";
}
else
{
al.Action = "Activate";
}
al.Detail = "";
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("UpdateSuccess"), Enums.enMsgType.OK);
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public bool UpdateActivity(Activity a, Opportunity extraFieldsOppo)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Activity ea = db.Activities.SingleOrDefault(act => act.ActivityID == a.ActivityID);
//general
ea.OpportunityID = a.OpportunityID;
ea.OpportunityStatusID = a.OpportunityStatusID;
ea.ActivityNote = a.ActivityNote;
ea.FollowUpDate = a.FollowUpDate;
ea.Inactive = a.Inactive;
ea.ContactID = a.ContactID;
// audit
ea.Modified = a.Modified;
ea.ModifiedBy = a.ModifiedBy;
Opportunity eo = db.Opportunities.SingleOrDefault(opp => opp.OpportunityID == a.OpportunityID);
switch (ea.Status.StatusName)
{
case "Identified":
break;
case "Qualified-in":
if (eo.NetBrokerageEstimated != a.Opportunity.NetBrokerageEstimated)
{
ActionLog al = new ActionLog();
al.ID = a.ActivityID;
al.TableName = "Opportunity";
al.Action = "Estimated Broking Income changed";
al.Detail = "From " + String.Format("{0:C2}", eo.NetBrokerageEstimated) + " to " + String.Format("{0:C2}", a.Opportunity.NetBrokerageEstimated);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
eo.NetBrokerageEstimated = a.Opportunity.NetBrokerageEstimated;
eo.ClassificationID = a.Opportunity.ClassificationID;
break;
case "Qualified-out":
eo.DateCompleted = a.Opportunity.DateCompleted;
break;
case "Interested":
if (eo.OpportunityDue != a.Opportunity.OpportunityDue)
{
ActionLog al = new ActionLog();
al.ID = a.ActivityID;
al.TableName = "Opportunity";
al.Action = "Due date changed";
al.Detail = "From " + String.Format("{0:dd-MMM-yy}", eo.OpportunityDue) + " to " + String.Format("{0:dd-MMM-yy}", a.Opportunity.OpportunityDue);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
eo.OpportunityDue = a.Opportunity.OpportunityDue;
eo.IncumbentBroker = a.Opportunity.IncumbentBroker;
eo.IncumbentInsurer = a.Opportunity.IncumbentInsurer;
eo.ClassificationID = a.Opportunity.ClassificationID;
break;
case "Not Interested":
eo.DateCompleted = a.Opportunity.DateCompleted;
break;
case "Go-to-Market":
break;
case "Revisit next year":
eo.DateCompleted = a.Opportunity.DateCompleted;
break;
case "Quoted":
if (eo.NetBrokerageQuoted != a.Opportunity.NetBrokerageQuoted)
{
ActionLog al = new ActionLog();
al.ID = a.ActivityID;
al.TableName = "Opportunity";
al.Action = "Broking Income Quoted changed";
al.Detail = "From " + String.Format("{0:C2}", eo.NetBrokerageQuoted) + " to " + String.Format("{0:C2}", a.Opportunity.NetBrokerageQuoted);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
eo.NetBrokerageQuoted = a.Opportunity.NetBrokerageQuoted;
eo.ClassificationID = a.Opportunity.ClassificationID;
break;
case "Can't place":
eo.DateCompleted = a.Opportunity.DateCompleted;
break;
case "Accepted":
if (eo.NetBrokerageActual != a.Opportunity.NetBrokerageActual)
{
ActionLog al = new ActionLog();
al.ID = a.ActivityID;
al.TableName = "Opportunity";
al.Action = "Actual Broking Income changed";
al.Detail = "From " + String.Format("{0:C2}", eo.NetBrokerageActual) + " to " + String.Format("{0:C2}", a.Opportunity.NetBrokerageActual);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
eo.NetBrokerageActual = a.Opportunity.NetBrokerageActual;
eo.ClassificationID = a.Opportunity.ClassificationID;
break;
case "Lost":
eo.DateCompleted = a.Opportunity.DateCompleted;
break;
case "Processed":
eo.DateCompleted = a.Opportunity.DateCompleted;
if (eo.MemoNumber != a.Opportunity.MemoNumber)
{
ActionLog al = new ActionLog();
al.ID = a.Opportunity.OpportunityID;
al.TableName = "Opportunity";
al.Action = "Memo number changed";
al.Detail = "From " + String.Format("{0:C2}", eo.MemoNumber) + " to " + String.Format("{0:C2}", a.Opportunity.MemoNumber);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
eo.MemoNumber = a.Opportunity.MemoNumber;
if (eo.Client.ClientCode != a.Opportunity.Client.ClientCode)
{
ActionLog al = new ActionLog();
al.ID = a.Opportunity.Client.ClientID;
al.TableName = "Client";
al.Action = "Client code changed";
al.Detail = "From " + String.Format("{0:C2}", eo.Client.ClientCode) + " to " + String.Format("{0:C2}", a.Opportunity.Client.ClientCode);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
eo.Client.ClientCode = a.Opportunity.Client.ClientCode;
break;
case "Can't process":
eo.DateCompleted = a.Opportunity.DateCompleted;
break;
default: // all pending statuses
break;
}
// save extra fields
SaveExtraMissingControls(eo, extraFieldsOppo, ea.Status.StatusName);
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("UpdateSuccess"), Enums.enMsgType.OK);
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public int InsertActivity(Activity a, Opportunity o, Client c, Opportunity extraFieldsOppo)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
db.Activities.InsertOnSubmit(a);
Opportunity eo = db.Opportunities.SingleOrDefault(opp => opp.OpportunityID == a.OpportunityID);
Client ec = db.Clients.SingleOrDefault(cl => cl.ClientID == eo.ClientID);
Status es = db.Status.SingleOrDefault(st => st.StatusID == a.OpportunityStatusID);
switch (es.StatusName)
{
case "Identified":
break;
case "Qualified-in":
eo.NetBrokerageEstimated = o.NetBrokerageEstimated;
// as a special condition, the classification will always change depending on the dollar value
eo.ClassificationID = o.ClassificationID;
break;
case "Qualified-out":
eo.DateCompleted = o.DateCompleted;
break;
case "Interested":
eo.OpportunityDue = o.OpportunityDue;
eo.IncumbentBroker = o.IncumbentBroker;
eo.IncumbentInsurer = o.IncumbentInsurer;
eo.ClassificationID = o.ClassificationID;
break;
case "Not Interested":
eo.DateCompleted = o.DateCompleted;
break;
case "Go-to-Market":
break;
case "Revisit next year":
eo.DateCompleted = o.DateCompleted;
break;
case "Quoted":
eo.NetBrokerageQuoted = o.NetBrokerageQuoted;
eo.ClassificationID = o.ClassificationID;
break;
case "Can't place":
eo.DateCompleted = o.DateCompleted;
break;
case "Accepted":
eo.NetBrokerageActual = o.NetBrokerageActual;
eo.ClassificationID = o.ClassificationID;
break;
case "Lost":
eo.DateCompleted = o.DateCompleted;
break;
case "Processed":
eo.DateCompleted = o.DateCompleted;
eo.MemoNumber = o.MemoNumber;
ec.ClientCode = c.ClientCode;
break;
case "Can't process":
eo.DateCompleted = o.DateCompleted;
break;
default: // all pending statuses
break;
}
// save extra fields
SaveExtraMissingControls(eo, extraFieldsOppo, es.StatusName);
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("InsertSuccess"), Enums.enMsgType.OK);
return(a.ActivityID);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(0);
}
}
public bool UpdateOpportunity(Opportunity o)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Opportunity eo = db.Opportunities.Single(opp => opp.OpportunityID == o.OpportunityID);
if (eo.OpportunityDue != o.OpportunityDue)
{
ActionLog al = new ActionLog();
al.ID = o.OpportunityID;
al.TableName = "Opportunity";
al.Action = "Due date changed";
al.Detail = "From " + String.Format("{0:dd-MMM-yy}", eo.OpportunityDue) + " to " + String.Format("{0:dd-MMM-yy}", o.OpportunityDue);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
if (eo.NetBrokerageEstimated != o.NetBrokerageEstimated)
{
ActionLog al = new ActionLog();
al.ID = o.OpportunityID;
al.TableName = "Opportunity";
al.Action = "Estimated Broking Income changed";
al.Detail = "From " + String.Format("{0:C2}", eo.NetBrokerageEstimated) + " to " + String.Format("{0:C2}", o.NetBrokerageEstimated);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
if (eo.NetBrokerageQuoted != o.NetBrokerageQuoted)
{
ActionLog al = new ActionLog();
al.ID = o.OpportunityID;
al.TableName = "Opportunity";
al.Action = "Broking Income Quoted changed";
al.Detail = "From " + String.Format("{0:C2}", eo.NetBrokerageQuoted) + " to " + String.Format("{0:C2}", o.NetBrokerageQuoted);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
if (eo.NetBrokerageActual != o.NetBrokerageActual)
{
ActionLog al = new ActionLog();
al.ID = o.OpportunityID;
al.TableName = "Opportunity";
al.Action = "Actual Broking Income changed";
al.Detail = "From " + String.Format("{0:C2}", eo.NetBrokerageActual) + " to " + String.Format("{0:C2}", o.NetBrokerageActual);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
if (eo.MemoNumber != o.MemoNumber)
{
ActionLog al = new ActionLog();
al.ID = o.OpportunityID;
al.TableName = "Opportunity";
al.Action = "Memo number changed";
al.Detail = "From " + String.Format("{0:C2}", eo.MemoNumber) + " to " + String.Format("{0:C2}", o.MemoNumber);
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
//general
eo.OpportunityName = o.OpportunityName;
eo.OpportunityDue = o.OpportunityDue;
eo.Flagged = o.Flagged;
eo.IncumbentBroker = o.IncumbentBroker;
eo.IncumbentInsurer = o.IncumbentInsurer;
eo.ClassificationID = o.ClassificationID;
eo.BusinessTypeID = o.BusinessTypeID;
eo.ContactID = o.ContactID;
eo.NetBrokerageEstimated = o.NetBrokerageEstimated;
eo.NetBrokerageQuoted = o.NetBrokerageQuoted;
eo.NetBrokerageActual = o.NetBrokerageActual;
eo.DateCompleted = o.DateCompleted;
eo.MemoNumber = o.MemoNumber;
// audit
eo.Modified = o.Modified;
eo.ModifiedBy = o.ModifiedBy;
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("UpdateSuccess"), Enums.enMsgType.OK);
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}
public bool UpdateClient(Client c)
{
bizMessage biz = new bizMessage();
try
{
enGageDataContext db = new enGageDataContext();
Client ec = db.Clients.Single(cli => cli.ClientID == c.ClientID);
// general
if (ec.ClientCode != c.ClientCode)
{
ActionLog al = new ActionLog();
al.ID = c.ClientID;
al.TableName = "Client";
al.Action = "Client code changed";
al.Detail = "From " + ec.ClientCode + " to " + c.ClientCode;
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
ec.ClientCode = c.ClientCode;
if (ec.ClientName != c.ClientName)
{
ActionLog al = new ActionLog();
al.ID = c.ClientID;
al.TableName = "Client";
al.Action = "Client name changed";
al.Detail = "From " + ec.ClientName + " to " + c.ClientName;
al.ActionDate = DateTime.Now;
al.ActionedBy = bizUser.GetCurrentUserName();
db.ActionLogs.InsertOnSubmit(al);
}
ec.ClientName = c.ClientName;
ec.RegisteredName = c.RegisteredName;
ec.InsuredName = c.InsuredName;
ec.ABNACN = c.ABNACN;
ec.Source = c.Source;
ec.OfficeFacsimilie = c.OfficeFacsimilie;
ec.OfficePhone = c.OfficePhone;
// address
ec.Address = c.Address;
ec.Location = c.Location;
ec.StateCode = c.StateCode;
ec.PostCode = c.PostCode;
// industry
ec.AnzsicCode = c.AnzsicCode;
ec.AssociationCode = c.AssociationCode;
ec.AssociationMemberNumber = c.AssociationMemberNumber;
// audit
ec.Modified = c.Modified;
ec.ModifiedBy = c.ModifiedBy;
db.SubmitChanges();
this.MSGS.AddMessage(biz.GetMessageText("UpdateSuccess"), Enums.enMsgType.OK);
return(true);
}
catch (Exception ex)
{
this.MSGS.AddMessage(biz.GetMessageText("Exception"), Enums.enMsgType.Err);
bizLog.InsertExceptionLog(ex);
return(false);
}
}