private static string OurRef(XLMain.Client client, XLMain.Staff sender, XLMain.Staff user)
{
try
{
string ourRef = "";
ourRef = client.clientcode;
if (client.partner != null)
{
ourRef += @"/" + client.partner.initials.ToUpper();
}
if (client.manager != null)
{
ourRef += @"/" + client.manager.initials.ToUpper();
}
if (sender.crmID == "")
{
if (sender.name != client.partner.name)
{
if (sender.name != client.manager.name)
{
ourRef += @"/" + sender.initials.ToUpper();
}
}
}
if (user.name != client.partner.name)
{
if (user.name != client.manager.name)
{
if (user.name != sender.name)
{
ourRef += @"/" + user.initials.ToLower();
}
}
}
return(ourRef);
}
catch (Exception ex)
{
MessageBox.Show("Unable to build reference");
XLtools.LogException("OurRef", ex.ToString());
return(null);
}
}
public ForwardForm()
{
InitializeComponent();
this.CenterToParent();
XLMain.Client client = new XLMain.Client();
XLMain.Staff staff = new XLMain.Staff();
//populate To Be Actioned by
staff = XLMain.Staff.StaffFromUser(XLDocument.ReadParameter("Sender"));
string str = XLDocument.ReadParameter("CRMid");
client = XLMain.Client.FetchClient(str);
//populate the sender
List <XLMain.Staff> users = new List <XLMain.Staff>();
users = XLMain.Staff.AllStaff();
//place current and connected users at the top of the list, could remove them elsewhere but seems no point
if (staff != null)
{
users.Insert(0, staff);
}
if (client.partner != null)
{
users.Insert(1, client.partner);
}
if (client.manager != null)
{
users.Insert(2, client.manager);
}
//users.Insert(3, client.other); Other not yet part of client
ToBeActionDDL.DataSource = users;
ToBeActionDDL.DisplayMember = "name";
ToBeActionDDL.ValueMember = "crmID";
if (staff != null)
{
ToBeActionDDL.SelectedItem = staff;
}
}
public DescForm(string senderUsername = "", string tempDesc = "")
{
InitializeComponent();
this.CenterToParent();
DescTB.Text = tempDesc;
XLMain.Staff user = XLMain.Staff.StaffFromUser(senderUsername);
//populate the ddl
List <XLMain.Staff> users = new List <XLMain.Staff>();
users = XLMain.Staff.AllStaff();
//place the sender at the top of the list
if (user != null)
{
users.Insert(0, user);
}
SenderDDL.DataSource = users;
SenderDDL.DisplayMember = "name";
SenderDDL.ValueMember = "crmID";
SenderDDL.SelectedItem = user;
}
private void HarboursideSign_Click(object sender, RibbonControlEventArgs e)
{
//get current user
XLMain.Staff user = XLMain.Staff.StaffFromUser(Environment.UserName);
bool auth = AuthCheck(user);
if (auth)
{
bool success = XLDocument.AddSignature("Harbourside");
if (success)
{
XLMain.Staff harb = new XLMain.Staff();
harb.username = "******";
harb.name = "Harbourside LLP";
success = XLDocument.AddSignatureMetaData(user, harb);
}
}
else
{
MessageBox.Show("You do not have authority to use this feature");
}
}
private void MLsignature_Click(object sender, RibbonControlEventArgs e)
{
//get current user
XLMain.Staff user = XLMain.Staff.StaffFromUser(Environment.UserName);
bool auth = AuthCheck(user);
if (auth)
{
bool success = XLDocument.AddSignature("MilstedLangdon");
if (success)
{
XLMain.Staff mL = new XLMain.Staff();
mL.username = "******";
mL.name = "Milsted Langdon LLP";
success = XLDocument.AddSignatureMetaData(user, mL);
}
}
else
{
MessageBox.Show("You do not have authority to use this feature");
}
}
private void StaffSig_Click(object sender, RibbonControlEventArgs e)
{
//get current user
XLMain.Staff user = XLMain.Staff.StaffFromUser(Environment.UserName);
bool auth = AuthCheck(user);
if (auth)
{
StaffForm myForm = new StaffForm();
myForm.ShowDialog();
XLMain.Staff contact = myForm.selectedContact;
//get current user
bool success = XLDocument.AddSignature(contact.username);
if (success)
{
success = XLDocument.AddSignatureMetaData(user, contact);
}
}
else
{
MessageBox.Show("You do not have authority to use this feature");
}
}
private void button2_Click(object sender, RibbonControlEventArgs e)
{
try
{
//get current user
XLMain.Staff user = XLMain.Staff.StaffFromUser(Environment.UserName);
//Build string and add to document
string str = user.name + ";";
str += user.grade + ";";
str += DateTime.Now.ToString("d MMMM yyyy");
XLDocument.InsertText(str.Replace(";", Environment.NewLine));
//insert into document properties with added field
str += ";" + user.name;
for (int i = 0; i < 10; i++)
{
string param = "Sign" + i;
string s = XLDocument.ReadParameter(param);
if (s == "")
{
XLDocument.UpdateParameter(param, str);
break;
}
if (i == 10)
{
MessageBox.Show("Signature fields full");
break;
}
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to add signature");
XLtools.LogException("AddSignature", ex.ToString());
}
}
public static bool AddSignatureMetaData(XLMain.Staff user, XLMain.Staff sig)
{
try
{
//Add the meta data
//Build string and add to document
string str = user.name + ";";
str += user.grade + ";";
str += DateTime.Now.ToString("d MMMM yyyy");
str += ";" + sig.name;
//insert into document properties
for (int i = 0; i < 10; i++)
{
string param = "Sign" + i;
string s = XLDocument.ReadParameter(param);
if (String.IsNullOrEmpty(s))
{
XLDocument.UpdateParameter(param, str);
break;
}
if (i == 10)
{
MessageBox.Show("Signature fields full");
break;
}
}
return(true);
}
catch (Exception ex)
{
MessageBox.Show("Unable to add signature metadata");
XLtools.LogException("AddSignature", ex.ToString());
return(false);
}
}
private static void DeploySignature(XLMain.Client client, XLMain.Staff sender, string salutation)
{
try
{
//set yours faithfully/Sincerely
if (salutation == "" || salutation == "Sir" || salutation == "Madam" || salutation == "Sirs")
{
XLDocument.UpdateBookmark("FaithSincere", "Yours faithfully");
}
else
{
XLDocument.UpdateBookmark("FaithSincere", "Yours sincerely");
}
//dependant on department build and deploy signature block
if (client.department == "INS")
{
if (sender.crmID == "")
{
XLDocument.UpdateBookmark("Sender", sender.name);
XLDocument.UpdateBookmark("Sender2", sender.name);
}
else
{
XLInsol.KeyData data = XLInsol.KeyData.FetchKeyData(client.crmID);
string str = sender.name;
if (data.sign != null && data.sign != "" && data.sign != sender.name)
{
str += Environment.NewLine + "For " + data.sign;
}
XLDocument.UpdateBookmark("Sender", str);
XLDocument.UpdateBookmark("Sender2", sender.name);
if (data.sign != null && data.sign != "")
{
if (data.caseType == "IVA" || data.caseType == "CVA")
{
str = data.title + " to the voluntary arrangement of";
}
else
{
str = data.title;
}
str += Environment.NewLine + client.name;
XLDocument.UpdateBookmark("FAOBOML", str);
}
}
}
else
{
if (sender.crmID == "")
{
XLDocument.UpdateBookmark("Sender", sender.name);
XLDocument.UpdateBookmark("Sender2", sender.name);
}
else
{
string title = XLMain.Staff.GetJobTitle(sender);
string sndr = "";
sndr = sender.name;
sndr += Environment.NewLine + title;
XLDocument.UpdateBookmark("Sender", sndr);
XLDocument.UpdateBookmark("Sender2", sender.name);
//if (sender.emails != null)
//{
// XLDocument.UpdateBookmark("SenderEmail", "email: " + sender.emails[0].email.ToLower(), bold: 1, styleName: "ML Main");
//}
//else
//{
// XLDocument.UpdateBookmark("SenderEmail", "");
//}
}
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to deploy signature");
XLtools.LogException("DeploySignature", ex.ToString());
}
}
public XLTaskPane()
{
try
{
InitializeComponent();
string str = XLDocument.ReadParameter("CRMid");
docType = XLDocument.ReadParameter("DocType");
client = XLMain.Client.FetchClient(str);
//ClientIDLabel.Text = client.crmID;
user = XLMain.Staff.StaffFromUser(Environment.UserName);
users = XLtools.StaffList(user, client, false, true);
SenderDDL.DataSource = users;
SenderDDL.DisplayMember = "name";
SenderDDL.ValueMember = "crmID";
SenderDDL.SelectedItem = user;
sender = user;
XLDocument.UpdateParameter("Sender", sender.username);
if (client != null)
{
//set basic client info
string clientStr = client.clientcode + " - " + client.name;
ClientLbl.Text = clientStr;
SubjectTB.Text = client.name;
string fileStore = XLVirtualCabinet.FileStore(client.manager.office, client.department);
XLDocument.UpdateParameter("Cabinet", fileStore);
XLDocument.UpdateParameter("ClientStr", clientStr);
//Deal with salutations
if (client.salutations != null)
{
SalDDL.DataSource = client.salutations;
SalDDL.DisplayMember = "Salutation";
SalDDL.ValueMember = "Addressee";
sal = (XLMain.Salutation)SalDDL.SelectedItem;
if (sal != null)
{
AddresseeTB.Text = sal.addressee;
SalutationTb.Text = sal.salutation;
}
}
//Add the appropriate header
XLDocument.Header clientHeader = XLDocument.MapHeader(client.office, client.department);
//Set up depending on whether it is insolvency or not
if (client.department == "INS")
{
//Deal with when calling ddl
WhencallingDDL.DataSource = users;
WhencallingDDL.DisplayMember = "name";
WhencallingDDL.ValueMember = "crmID";
WhenCallingCheck.Checked = true;
SubjectTB.Text = XLInsol.GetSubject(client.crmID);
}
else
{
FAOBCheck.Checked = true;
PandCCheck.Checked = true;
WhenCallingCheck.Checked = false;
}
//Deal with addresses or fax no as appropriate
if (docType == "Letter")
{
if (client.addresses != null)
{
allAddresses = client.addresses;
addressesDDL.DataSource = allAddresses;
addressesDDL.DisplayMember = "address1";
addressesDDL.ValueMember = "addressBlock";
add = (XLMain.Address)addressesDDL.SelectedItem;
if (add != null)
{
if (client.IsIndividual)
{
addTB.Text = add.addressBlock;
}
else
{
addTB.Text = client.name + Environment.NewLine + add.addressBlock;
}
}
}
if (clientHeader != null)
{
try
{
XLDocument.DeployHeader(clientHeader);
}
catch
{
MessageBox.Show("Unable to map header automatically." + Environment.NewLine + "Please run the Header/Footer menu.");
}
}
}
else if (docType == "Fax")
{
XLMain.Number fax = XLMain.Number.GetNumber(client.crmID, "Fax");
if (fax != null)
{
FaxTB.Text = fax.number;
}
if (clientHeader != null)
{
try
{
XLDocument.DeployHeader(clientHeader);
}
catch
{
MessageBox.Show("Unable to map header automatically." + Environment.NewLine + "Please run the Header/Footer menu.");
}
}
}
//set status
XLDocument.ChangeStatus("Draft");
//Alter fields dependant on doc type;
SetVisibility(docType);
if (client.department == "INS")
{
WhencallingDDL.Visible = true;
IPSContactBtn.Visible = true;
}
//Update bookmarks dependant on doc type
UpdateBookmarks(docType);
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to open taskpane");
XLtools.LogException("TaskPane", ex.ToString());
}
}
private void ApproveBtn_Click(object sender, RibbonControlEventArgs e)
{
try
{
Microsoft.Office.Interop.Word._Application app = Globals.ThisAddIn.Application;
XLDocument.ChangeStatus("Approved");
XLMain.Client client = null;
string fileID = XLDocument.GetFileID();
if (String.IsNullOrEmpty(fileID))
{
return;
}
if (XLDocument.ReadParameter("CRMid") != null)
{
client = XLMain.Client.FetchClient(XLDocument.ReadParameter("CRMid"));
}
else
{
//if the document param doesn't exist get the index data from VC
client = XLVirtualCabinet.GetClientFromIndex(fileID);
}
XLMain.Staff writer = new XLMain.Staff();
string writerID = XLDocument.ReadParameter("Sender");
if (writerID == "")
{
writer = XLMain.Staff.StaffFromUser(Environment.UserName);
}
else
{
writer = XLMain.Staff.StaffFromUser(XLDocument.ReadParameter("Sender"));
}
StaffSelectForm myForm = new XLForms.StaffSelectForm(client, writer);
myForm.ShowDialog();
XLMain.EntityCouplet staff = myForm.selectedStaff;
if (myForm.DialogResult == DialogResult.OK)
{
if (staff == null)
{
//make blank if no staff selected
staff.name = "";
}
string commandfileloc = "";
if (XLDocument.ReadBookmark("Date") == "")
{
commandfileloc = XLVirtualCabinet.Reindex(fileID, staff.name, XLDocument.ReadParameter("VCStatus"));
}
else
{
string docDate = XLDocument.ReadBookmark("Date");
commandfileloc = XLVirtualCabinet.Reindex(fileID, staff.name, XLDocument.ReadParameter("VCStatus"), docDate);
}
XLVirtualCabinet.BondResult result = XLVirtualCabinet.LaunchCabi(commandfileloc, true);
if (result.ExitCode != 0)
{
MessageBox.Show("Reindex failed please complete manually");
}
else
{
app.ActiveDocument.Save();
app.ActiveWindow.Close();
}
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to approve document");
XLtools.LogException("ApproveBtn", ex.ToString());
}
}
private void ForwardBtn_Click(object sender, RibbonControlEventArgs e)
{
try
{
XLMain.Client client = null;
string fileID = XLDocument.GetFileID();
if (String.IsNullOrEmpty(fileID))
{
return;
}
if (XLDocument.ReadParameter("CRMid") != null)
{
client = XLMain.Client.FetchClient(XLDocument.ReadParameter("CRMid"));
}
else
{
//if the document param doesn't exist get the index data from VC
client = XLVirtualCabinet.GetClientFromIndex(fileID);
}
XLMain.Staff writer = new XLMain.Staff();
string writerID = XLDocument.ReadParameter("Sender");
if (writerID == "")
{
writer = XLMain.Staff.StaffFromUser(Environment.UserName);
}
else
{
writer = XLMain.Staff.StaffFromUser(XLDocument.ReadParameter("Sender"));
}
StaffSelectForm myForm = new StaffSelectForm(client, writer);
myForm.ShowDialog();
XLMain.EntityCouplet staff = myForm.selectedStaff;
string commandfileloc = "";
if (XLDocument.ReadBookmark("Date") == "")
{
commandfileloc = XLVirtualCabinet.Reindex(XLDocument.GetFileID(), staff.name);
}
else
{
string docDate = XLDocument.ReadBookmark("Date");
commandfileloc = XLVirtualCabinet.Reindex(XLDocument.GetFileID(), staff.name, docDate: docDate);
}
//MessageBox.Show(commandfileloc);
XLVirtualCabinet.BondResult result = XLVirtualCabinet.LaunchCabi(commandfileloc, true);
if (result.ExitCode != 0)
{
MessageBox.Show("Reindex failed please complete manually.");
}
else
{
XLDocument.EndDocument();
}
}
catch (Exception ex)
{
MessageBox.Show("Unable to forward document");
XLtools.LogException("ForwardBtn", ex.ToString());
}
}
internal static void AddBio(XLMain.Staff staff)
{
throw new NotImplementedException();
}
private void IndexBtn_Click(object sender, EventArgs e)
{
selectedStaff = (XLMain.Staff)ToBeActionDDL.SelectedItem;
this.Close();
}