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 Insert() { 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; //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; } //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); } //audit o.AddedBy = bizUser.GetCurrentUserName(); o.Added = DateTime.Now; //ACTIVITY// Activity na = new Activity(); bizActivity bizA = new bizActivity(); //general 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.ValidateClient(c) == false) { this.ucMessanger1.ProcessMessages(biz.MSGS, true); return; } if (this.ckbAddContact.Checked == true) { if (bizC.ValidateContact(cl) == false) { this.ucMessanger1.ProcessMessages(bizC.MSGS, true); return; } c.Contacts.Add(cl); } if (bizO.ValidateOpportunity(o) == false) { this.ucMessanger1.ProcessMessages(bizO.MSGS, true); return; } c.Opportunities.Add(o); if (bizA.ValidateActivity(na, true) == false) { this.ucMessanger1.ProcessMessages(bizA.MSGS, true); return; } o.Activities.Add(na); 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); }
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(); 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 + "'"; } } } }