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);
}
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
if (!this.IsPostBack)
{
//((Main)Master).AuthenticateUser();
if (Session["USER"] == null)
{
bizMessage bizM = new bizMessage();
this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
return;
}
((Main)Master).HeaderTitle = "Assign Oportunities ";
bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
PopulateFilters();
FilterGridsUtilities.PopulateRegionsBranchesAndExecutives(user, ddlFilterRegion, ddlFilterBranch, ddlFilterExcutives, (user.Role == (int)Enums.enUserRole.Executive || user.Role == (int)Enums.enUserRole.Branch) ? false : true, true);
FilterGridsUtilities.PopulateRegionsBranchesAndExecutives(user, ddlRegion, ddlBranch, ddlExecutive, (user.Role == (int)Enums.enUserRole.Executive || user.Role == (int)Enums.enUserRole.Branch) ? false : true, false);
ddlFilterRegion_SelectedIndexChanged(ddlRegion, new EventArgs());
ddlFilterBranch_SelectedIndexChanged(ddlRegion, new EventArgs());
PopulateFollowUps();
}
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
if (!this.IsPostBack)
{
//((Main)Master).AuthenticateUser();
if (Session["USER"] == null)
{
bizMessage bizM = new bizMessage();
this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
return;
}
using (Timeline.Capture("Dashboard.aspx", "ASP.NET"))
{
((Main)Master).HeaderTitle = "Dashboard";
((HtmlGenericControl)((Main)Master).FindControl("divWrapper")).Attributes["class"] = "wrapper-report";
Security();
}
}
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
if (!this.IsPostBack)
{
// ((Main)Master).AuthenticateUser();
if (Session["USER"] == null)
{
bizMessage bizM = new bizMessage();
this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
return;
}
bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
if (user.Role == (int)Enums.enUserRole.Executive)
{
Response.Redirect("~/Dashboard.aspx", false);
return;
}
((Main)Master).HeaderTitle = "Dashboard Totals";
((HtmlGenericControl)((Main)Master).FindControl("divWrapper")).Attributes["class"] = "wrapper-report";
}
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
if (!this.IsPostBack)
{
//((Main)Master).AuthenticateUser();
bizMessage bizM = new bizMessage();
if (Session["USER"] == null)
{
this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
return;
}
((Main)Master).HeaderTitle = "Report";
((HtmlGenericControl)((Main)Master).FindControl("divWrapper")).Attributes["class"] = "wrapper-report";
bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
bizSetting bizS = new bizSetting();
PopulateTeams();
PopulateDefaults();
LoadNorthSydneyReport();
}
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
if (!this.IsPostBack)
{
//((Main)Master).AuthenticateUser();
if (Session["USER"] == null)
{
bizMessage bizM = new bizMessage();
this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
return;
}
((Main)Master).HeaderTitle = "List client search results";
this.txtSearchCriteria.Focus();
PopulateControls();
}
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
if (!this.IsPostBack)
{
if (Session["USER"] == null)
{
bizMessage bizM = new bizMessage();
this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
return;
}
var master = (Main)Master;
if (master != null)
{
master.HeaderTitle = "Edit client";
}
PopulateClientDetails();
SetAddressControls();
}
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
if (!this.IsPostBack)
{
if (Session["USER"] == null)
{
bizMessage bizM = new bizMessage();
this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
return;
}
SetControls();
PopulateClassification();
PopulateBusinessType();
if (Request.QueryString["cc"] != null)
{
PopulateClientFromBA();
}
SetBusinessTypeControls();
}
SetAddressControls();
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
private bool UIValidation()
{
var bizM = new bizMessage();
if (txtFrom.Text == "")
{
ucMessanger1.ProcessMessage("From Date: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err,
"From", typeof(TextBox), true);
return(false);
}
DateTime res;
if (DateTime.TryParse(txtFrom.Text, out res) == false)
{
ucMessanger1.ProcessMessage("From Date: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err,
"From", typeof(TextBox), true);
return(false);
}
if (txtTo.Text == "")
{
ucMessanger1.ProcessMessage("To Date: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "To",
typeof(TextBox), true);
return(false);
}
//DateTime res;
if (DateTime.TryParse(txtTo.Text, out res) == false)
{
ucMessanger1.ProcessMessage("To Date: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "To",
typeof(TextBox), true);
return(false);
}
if (DateTime.Parse(txtFrom.Text) > DateTime.Parse(txtTo.Text))
{
ucMessanger1.ProcessMessage("From - To: " + bizM.GetMessageText("DateFromGreaterThanDateTo"),
Enums.enMsgType.Err, "From", typeof(TextBox), true);
return(false);
}
return(true);
}
private void LoadTallyboardReport()
{
this.ucMessanger1.ClearMessages();
this.ucMessanger1.UnmarkControls();
SearchOptions so = this.ucSearchOptions1.GetSearchOptions();
if (so == null)
{
this.pnlResults_CollapsiblePanelExtender.ClientState = "true";
this.pnlResults_CollapsiblePanelExtender.Collapsed = true;
return;
}
bizMessage bizM = new bizMessage();
if (Session["USER"] == null)
{
this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
this.pnlResults_CollapsiblePanelExtender.ClientState = "true";
this.pnlResults_CollapsiblePanelExtender.Collapsed = true;
return;
}
bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
bizReport biz = new bizReport();
List <proc_rpt_TallyboardResult> rs = biz.GetTallyBoardData(
so.DateFrom,
so.DateTo,
so.Region,
so.Branch,
so.Executive,
so.BusinessType,
so.Classification,
so.Sources,
so.Industries,
so.Opportunities);
CalculateTotal(rs);
rptTallyboard.DataSource = rs;
rptTallyboard.DataBind();
this.pnlResults_CollapsiblePanelExtender.ClientState = "false";
this.pnlResults_CollapsiblePanelExtender.Collapsed = false;
}
protected void btnSave_Click(object sender, EventArgs e)
{
try
{
this.ucMessanger1.ClearMessages();
this.ucMessanger1.UnmarkControls();
bizMessage bizM = new bizMessage();
if (Session["USER"] == null)
{
this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
return;
}
if (UIValidation() == false)
{
return;
}
switch (this.ddlBusinessType.SelectedItem.Text)
{
case "Quick quote": // go-to-market
InsertQuickQuote();
break;
case "Quick win": // accepted
InsertQuickWin();
break;
case "Quick call":
InsertQuickCall();
break;
default:
Insert();
break;
}
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
if (!this.IsPostBack)
{
if (Session["USER"] == null)
{
bizMessage bizM = new bizMessage();
this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
return;
}
}
((Main)Master).HeaderTitle = "Client Opportunities All";
PopulateClientDetails();
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
using (Timeline.Capture("FindClientAll.aspx", "ASP.NET"))
{
if (Session["USER"] == null)
{
bizMessage bizM = new bizMessage();
this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
return;
}
((Main)Master).HeaderTitle = "List client search results";
LoadClients();
}
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
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 Page_Load(object sender, EventArgs e)
{
try
{
using (Timeline.Capture("FollowUps.aspx", "ASP.NET"))
{
if (!this.IsPostBack)
{
//((Main)Master).AuthenticateUser();
/********************************/
/* Start Section Authentication */
/********************************/
Stopwatch authenticationStopwatch = Stopwatch.StartNew();
if (Session["USER"] == null)
{
bizMessage bizM = new bizMessage();
this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
return;
}
((Main)Master).HeaderTitle = "Opportunities on-the-go";
bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
authenticationStopwatch.Stop();
Debug.WriteLine("Authentication stop watch " + authenticationStopwatch.ElapsedMilliseconds);
/*************************/
/* Start Section Filters */
/*************************/
Stopwatch filtersStopWatch = Stopwatch.StartNew();
PopulateFilters();
filtersStopWatch.Stop();
Debug.WriteLine("Filters stop watch " + filtersStopWatch.ElapsedMilliseconds);
/*****************/
/* Start Regions */
/*****************/
Stopwatch regionsStopWatch = Stopwatch.StartNew();
FilterGridsUtilities.PopulateRegionsBranchesAndExecutives(user, ddlRegion, ddlBranch, ddlExecutive, (user.Role == (int)Enums.enUserRole.Executive || user.Role == (int)Enums.enUserRole.Branch) ? false : true, true);
regionsStopWatch.Stop();
Debug.WriteLine("Regions stop watch " + regionsStopWatch.ElapsedMilliseconds);
/********************/
/* Start Follow Ups */
/********************/
Stopwatch followupsStopWatch = Stopwatch.StartNew();
PopulateFollowUps();
followupsStopWatch.Stop();
Debug.WriteLine("Followups stop watch " + followupsStopWatch.ElapsedMilliseconds);
ddlRegion_SelectedIndexChanged(ddlRegion, new EventArgs());
ddlBranch_SelectedIndexChanged(ddlRegion, new EventArgs());
}
}
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
private void PopulateFollowUps()
{
bizMessage bizM = new bizMessage();
if (Session["USER"] == null)
{
this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
return;
}
bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
bizActivity biz = new bizActivity();
var u = bizUser.GetAccountExecutiveIdBySmiUserName(ddlExecutive.SelectedValue);
List <sp_web_FollowUpsResult> d1 = biz.GetFollowUps(u, int.Parse(this.ddlOAMPSIncome.SelectedValue), int.Parse(this.ddlBusinessType.SelectedValue), int.Parse(this.ddlFlagged.SelectedValue), string.Join(",", new string[] { Enums.ActivityActions.Qualify.ToString(), Enums.ActivityActions.Recognise.ToString() }), ddlRegion.SelectedValue, ddlBranch.SelectedValue, false);
List <sp_web_FollowUpsResult> d2 = biz.GetFollowUps(u, int.Parse(this.ddlOAMPSIncome.SelectedValue), int.Parse(this.ddlBusinessType.SelectedValue), int.Parse(this.ddlFlagged.SelectedValue), string.Join(",", new string[] { Enums.ActivityActions.Contact.ToString(), Enums.ActivityActions.Discover.ToString(), Enums.ActivityActions.Respond.ToString() }), ddlRegion.SelectedValue, ddlBranch.SelectedValue, false);
List <sp_web_FollowUpsResult> d3 = biz.GetFollowUps(u, int.Parse(this.ddlOAMPSIncome.SelectedValue), int.Parse(this.ddlBusinessType.SelectedValue), int.Parse(this.ddlFlagged.SelectedValue), string.Join(",", new string[] { Enums.ActivityActions.Agree.ToString(), Enums.ActivityActions.Process.ToString() }), ddlRegion.SelectedValue, ddlBranch.SelectedValue, false);
//_allIdentify = d1.Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate).ToList();
_allQualify = d1.Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate).ToList();
_allRespond = d2.Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate).ToList();
_allComplete = d3.Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate).ToList();
estimated = _allQualify.Sum(x => (x.NetBrokerageEstimated.HasValue) ? x.NetBrokerageEstimated : 0);
quoted = _allRespond.Sum(x => (x.NetBrokerageQuoted.HasValue) ? x.NetBrokerageQuoted : 0);
actual = _allComplete.Sum(x => (x.NetBrokerageActual.HasValue) ? x.NetBrokerageActual : 0);
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
// combine all results to have a filtered summery for the week
var allFollowups = _allQualify.Concat(_allRespond).Concat(_allComplete).Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate).ToList();;
var weekStartDate = (DateTime.Now.AddDays(-(DateTime.Now.DayOfWeek - DayOfWeek.Monday)));
var weekEndDate = weekStartDate.AddDays(6);
var weeklyFilteredFollowUps = allFollowups.Where(x =>
{
return(((x.FollowUpDate.HasValue) ?
(x.FollowUpDate.Value.Date >= weekStartDate.Date &&
x.FollowUpDate.Value.Date <= weekEndDate.Date) : false)
||
((x.OpportunityDue.HasValue) ?
DateTime.Now.Date >= x.OpportunityDue.Value.Date : false
)
);
}).ToList();
this.grvSummary.DataSource = weeklyFilteredFollowUps;
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
this.grvSummary.DataBind();
// change the way the gridview displays the header
AlterGridRendering(grvSummary);
if (weeklyFilteredFollowUps.Count() <= this.grvSummary.PageSize)
{
this.lnkSeeAll0.Enabled = false;
}
else
{
this.lnkSeeAll0.Enabled = true;
}
}
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 LoadDashboardReport()
{
using (Timeline.Capture("Dashboard.aspx: LoadDashboardReport", "ASP.NET"))
{
this.ucMessanger1.ClearMessages();
this.ucMessanger1.UnmarkControls();
SearchOptions so = this.ucSearchOptions1.GetSearchOptions();
if (so == null)
{
this.pnlResults_CollapsiblePanelExtender.ClientState = "true";
this.pnlResults_CollapsiblePanelExtender.Collapsed = true;
return;
}
bizMessage bizM = new bizMessage();
if (Session["USER"] == null)
{
this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
this.pnlResults_CollapsiblePanelExtender.ClientState = "true";
this.pnlResults_CollapsiblePanelExtender.Collapsed = true;
return;
}
bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
bizReport biz = new bizReport();
List <proc_rpt_DashboardResult> rs = biz.GetDashboardData(
so.DateFrom,
so.DateTo,
so.Region,
so.Branch,
so.Executive,
so.Classification,
so.BusinessType,
so.Industries,
so.Sources,
so.Opportunities);
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (rs == null)
{
return;
}
this.ReportViewer1.Reset();
this.ReportViewer1.ProcessingMode = Microsoft.Reporting.WebForms.ProcessingMode.Remote;
string ssrsURL = ConfigurationSettings.AppSettings["SSRS_URL"];
if (string.IsNullOrEmpty(ssrsURL))
{
throw new Exception("Error: Please set the SSRS_URL in the AppSetting in web.config");
}
this.ReportViewer1.ServerReport.ReportServerUrl = new Uri(ssrsURL);
this.ReportViewer1.ServerReport.ReportPath = "/enGage/Dashboard";
using (Timeline.Capture("ServerReport.Refresh()", "Reports"))
{
this.ReportViewer1.ServerReport.Refresh();
}
this.ReportViewer1.Height = Unit.Point(480);
this.ReportViewer1.Visible = true;
/* Start */
/*
* ReportParameter p1 = new ReportParameter("ReportStart", so.DateFrom.ToString("dd MMM yyyy"));
* ReportParameter p2 = new ReportParameter("ReportEnd", so.DateTo.ToString("dd MMM yyyy"));
* ReportParameter p3 = new ReportParameter("Region", so.Region);
* ReportParameter p4 = new ReportParameter("Branch", so.Branch);
* ReportParameter p5 = new ReportParameter("AccountExecutiveID", so.Executive);
* ReportParameter p6 = new ReportParameter("ClassificationID", so.Classification.ToString());
* ReportParameter p7 = new ReportParameter("BusinessTypeID", so.BusinessType.ToString());
* ReportParameter p8 = new ReportParameter("ANZSICDelimitedList", so.Industries == null ? "" : so.Industries);
* ReportParameter p9 = new ReportParameter("SourceDelimitedList", so.Sources == null ? "" : so.Sources);
* string ExecutiveName = this.ucSearchOptions1.GetExecutiveName(so.Executive);
* string label = so.Executive != "(All)" ? ExecutiveName : so.Branch != "(All)" && so.Executive == "(All)" ? so.Region + " (" + so.Branch + ")" : so.Region != "(All)" && so.Branch == "(All)" ? so.Region : so.Region == "(All)" ? "OAMPS Insurance Brokers Ltd" : "";
* ReportParameter p10 = new ReportParameter("OpportunitiesDelimitedList", label);
*/
/* End */
ReportParameter p11 = new ReportParameter("parDateFrom", so.DateFrom.ToString("dd MMM yyyy"));
ReportParameter p12 = new ReportParameter("parDateTo", so.DateTo.ToString("dd MMM yyyy"));
ReportParameter p13 = new ReportParameter("parRegion", so.Region);
ReportParameter p14 = new ReportParameter("parBranch", so.Branch);
ReportParameter p15 = new ReportParameter("parExecutive", so.Executive);
//Uncommented after the fix up of the NULL values.
ReportParameter p16 = new ReportParameter("parClassification",
so.Classification.ToString() == string.Empty || so.Classification.ToString() == "0"
? null
: so.Classification.ToString());
ReportParameter p17 = new ReportParameter("parBusinessType",
so.BusinessType.ToString() == string.Empty || so.BusinessType.ToString() == "0"
? null
: so.BusinessType.ToString());
ReportParameter p18 = new ReportParameter("parIndustries",
string.IsNullOrEmpty(so.Industries) ? null : so.Industries);
ReportParameter p19 = new ReportParameter("parSources",
string.IsNullOrEmpty(so.Sources) ? null : so.Sources);
string ExecutiveName = this.ucSearchOptions1.GetExecutiveName(so.Executive);
string label = so.Executive != "(All)"
? ExecutiveName
: so.Branch != "(All)" && so.Executive == "(All)"
? so.Region + " (" + so.Branch + ")"
: so.Region != "(All)" && so.Branch == "(All)"
? so.Region
: so.Region == "(All)" ? "OAMPS Insurance Brokers Ltd" : "";
ReportParameter p20 = new ReportParameter("parReportLabel", label);
//ReportParameter p21 = new ReportParameter("parURL", HttpContext.Current.Request.Url.Authority);
ReportParameter p22 = new ReportParameter("parOpportunities", so.Opportunities);
this.ReportViewer1.ServerReport.SetParameters(new ReportParameter[]
{ p11, p12, p13, p14, p15, p16, p17, p18, p19, p20, p22 });
using (Timeline.Capture("ServerReport.Refresh()", "Reports"))
{
this.ReportViewer1.ServerReport.Refresh();
}
this.ReportViewer1.Height = Unit.Point(480);
this.ReportViewer1.Visible = true;
/*
* this.ReportViewer1.LocalReport.EnableHyperlinks = true;
* this.ReportViewer1.LocalReport.ReportPath = "Reports//Dashboard.rdlc";
* ReportParameter p1 = new ReportParameter("parDateFrom", so.DateFrom.ToString());
* ReportParameter p2 = new ReportParameter("parDateTo", so.DateTo.ToString());
* ReportParameter p3 = new ReportParameter("parRegion", so.Region);
* ReportParameter p4 = new ReportParameter("parBranch", so.Branch);
* ReportParameter p5 = new ReportParameter("parExecutive", so.Executive);
* ReportParameter p6 = new ReportParameter("parClassification", so.Classification.ToString());
* ReportParameter p7 = new ReportParameter("parBusinessType", so.BusinessType.ToString());
* ReportParameter p8 = new ReportParameter("parIndustries", so.Industries == null ? "" : so.Industries);
* ReportParameter p9 = new ReportParameter("parSources", so.Sources == null ? "" : so.Sources);
* string ExecutiveName = this.ucSearchOptions1.GetExecutiveName(so.Executive);
* string label = so.Executive != "(All)" ? ExecutiveName : so.Branch != "(All)" && so.Executive == "(All)" ? so.Region + " (" + so.Branch + ")" : so.Region != "(All)" && so.Branch == "(All)" ? so.Region : so.Region == "(All)" ? "OAMPS Insurance Brokers Ltd" : "";
* ReportParameter p10 = new ReportParameter("parReportLabel", label);
* this.ReportViewer1.LocalReport.SetParameters(new ReportParameter[] { p1, p2, p3, p4, p5, p6, p7, p8, p9, p10 });
* ReportDataSource myRDS = new ReportDataSource("proc_rpt_DashboardResult", rs);
* this.ReportViewer1.LocalReport.DataSources.Clear();
* this.ReportViewer1.LocalReport.DataSources.Add(myRDS);
* this.ReportViewer1.LocalReport.Refresh();
* this.ReportViewer1.Height = Unit.Point(480);
* this.ReportViewer1.Visible = true;
*/
this.pnlResults_CollapsiblePanelExtender.ClientState = "false";
this.pnlResults_CollapsiblePanelExtender.Collapsed = 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;
}
}
private void LoadDashboardReport()
{
this.ucMessanger1.ClearMessages();
this.ucMessanger1.UnmarkControls();
SearchOptions so = this.ucSearchOptions1.GetSearchOptions();
if (so == null)
{
this.pnlResults_CollapsiblePanelExtender.ClientState = "true";
this.pnlResults_CollapsiblePanelExtender.Collapsed = true;
return;
}
bizMessage bizM = new bizMessage();
if (Session["USER"] == null)
{
this.ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "", null, true);
this.pnlResults_CollapsiblePanelExtender.ClientState = "true";
this.pnlResults_CollapsiblePanelExtender.Collapsed = true;
return;
}
bizUser.enGageUser user = (bizUser.enGageUser)Session["USER"];
bizReport biz = new bizReport();
List <proc_rpt_DashboardResult> rs = biz.GetDashboardData(
so.DateFrom,
so.DateTo,
so.Region,
so.Branch,
so.Executive,
so.Classification,
so.BusinessType,
so.Industries,
so.Sources,
so.Opportunities);
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
if (rs == null)
{
return;
}
StringBuilder sb = new StringBuilder();
rptDashboard.DataSource = rs;
rptDashboard.DataBind();
//Do the sums for the other fields.
Decimal sumActivitiesQuoted = 0;
Decimal sumActivitiesActual = 0;
Decimal sumFollowUpsQuoted = 0;
Decimal sumFollowUpsActual = 0;
Decimal sumPipelineQuoted = 0;
Decimal sumPipelineActual = 0;
Decimal sumToWinQuoted = 0;
Decimal sumWonActual = 0;
Decimal sumLostQuoted = 0;
Decimal sumDueQuoted = 0;
Decimal sumDueActual = 0;
foreach (proc_rpt_DashboardResult r in rs)
{
sumActivitiesQuoted += r.ActivitiesQuoted != null ? (decimal)r.ActivitiesQuoted : 0;
sumActivitiesActual += r.ActivitiesActual != null ? (decimal)r.ActivitiesActual : 0;
sumFollowUpsQuoted += r.FollowUpsQuoted != null ? (decimal)r.FollowUpsQuoted : 0;
sumFollowUpsActual += r.FollowUpsActual != null ? (decimal)r.FollowUpsActual : 0;
sumPipelineQuoted += r.PipelineQuoted != null ? (decimal)r.PipelineQuoted : 0;
sumPipelineActual += r.PipelineActual != null ? (decimal)r.PipelineActual : 0;
sumToWinQuoted += r.ToWinQuoted != null ? (decimal)r.ToWinQuoted : 0;
sumWonActual += r.WonActual != null ? (decimal)r.WonActual : 0;
sumLostQuoted += r.LostQuoted != null ? (decimal)r.LostQuoted : 0;
sumDueQuoted += r.DueQuoted != null ? (decimal)r.DueQuoted : 0;
sumDueActual += r.DueActual != null ? (decimal)r.DueActual : 0;
//sb.AppendLine(r.Action + " "+r.Activities+" "+r.ActivitiesActual+" "+r.ActivitiesQuoted+" "+r.CompleteOutcomes+" "+r.DueActual+" "+r.DueOutcomes+" "+r.DueQuoted+" "+r.FollowUps+" "+r.FollowUpsActual+" "+r.FollowUpsQuoted+" "+r.LostQuoted+" "+r.PipelineActual+" "+r.PipelineOutcomes+" "+r.PipelineQuoted+" "+r.PreviousStatusID+" "+r.SuccessOutcomes+" "+r.ToWinQuoted+" "+r.WonActual+"<br/>");
}
/*
* foreach(proc_rpt_DashboardResult r in rs)
* {
* sb.AppendLine(r.Action + " "+r.Activities+" "+r.ActivitiesActual+" "+r.ActivitiesQuoted+" "+r.CompleteOutcomes+" "+r.DueActual+" "+r.DueOutcomes+" "+r.DueQuoted+" "+r.FollowUps+" "+r.FollowUpsActual+" "+r.FollowUpsQuoted+" "+r.LostQuoted+" "+r.PipelineActual+" "+r.PipelineOutcomes+" "+r.PipelineQuoted+" "+r.PreviousStatusID+" "+r.SuccessOutcomes+" "+r.ToWinQuoted+" "+r.WonActual+"<br/>");
* }
* ltrText.Text = sb.ToString();
*/
/*
* this.ReportViewer1.Reset();
* this.ReportViewer1.ProcessingMode = Microsoft.Reporting.WebForms.ProcessingMode.Local;
* this.ReportViewer1.LocalReport.EnableHyperlinks = true;
* this.ReportViewer1.LocalReport.ReportPath = "Reports//Dashboard.rdlc";
* ReportParameter p1 = new ReportParameter("parDateFrom", so.DateFrom.ToString());
* ReportParameter p2 = new ReportParameter("parDateTo", so.DateTo.ToString());
* ReportParameter p3 = new ReportParameter("parRegion", so.Region);
* ReportParameter p4 = new ReportParameter("parBranch", so.Branch);
* ReportParameter p5 = new ReportParameter("parExecutive", so.Executive);
* ReportParameter p6 = new ReportParameter("parClassification", so.Classification.ToString());
* ReportParameter p7 = new ReportParameter("parBusinessType", so.BusinessType.ToString());
* ReportParameter p8 = new ReportParameter("parIndustries", so.Industries == null ? "" : so.Industries);
* ReportParameter p9 = new ReportParameter("parSources", so.Sources == null ? "" : so.Sources);
* string ExecutiveName = this.ucSearchOptions1.GetExecutiveName(so.Executive);
* string label = so.Executive != "(All)" ? ExecutiveName : so.Branch != "(All)" && so.Executive == "(All)" ? so.Region + " (" + so.Branch + ")" : so.Region != "(All)" && so.Branch == "(All)" ? so.Region : so.Region == "(All)" ? "OAMPS Insurance Brokers Ltd" : "";
* ReportParameter p10 = new ReportParameter("parReportLabel", label);
* this.ReportViewer1.LocalReport.SetParameters(new ReportParameter[] { p1, p2, p3, p4, p5, p6, p7, p8, p9, p10 });
* ReportDataSource myRDS = new ReportDataSource("proc_rpt_DashboardResult", rs);
* this.ReportViewer1.LocalReport.DataSources.Clear();
* this.ReportViewer1.LocalReport.DataSources.Add(myRDS);
* this.ReportViewer1.LocalReport.Refresh();
* this.ReportViewer1.Height = Unit.Point(480);
* this.ReportViewer1.Visible = true;
*
* this.pnlResults_CollapsiblePanelExtender.ClientState = "false";
* this.pnlResults_CollapsiblePanelExtender.Collapsed = false;
* */
}
private bool UIValidation()
{
bizMessage bizM = new bizMessage();
if (this.lblActivityStatus.Text == "")
{
this.ucMessanger1.ProcessMessage("Stage of Sales / Aspire Cycle: " + bizM.GetMessageText("ValueNotSelected"), Enums.enMsgType.Err, "OpportunityStatus", typeof(DropDownList), true);
return(false);
}
bizActivity biz = new bizActivity();
if (biz.GetStatusByID(int.Parse(this.hidStatusID.Value)).OutcomeType != "C")
{
if (this.txtFollowUpDate.Text == "")
{
this.ucMessanger1.ProcessMessage("Follow Up Date: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "FollowUpDate", typeof(TextBox), true);
return(false);
}
}
if (this.txtFollowUpDate.Text != "")
{
DateTime result;
if (DateTime.TryParse(this.txtFollowUpDate.Text, out result) == false)
{
this.ucMessanger1.ProcessMessage("Follow Up Date: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "FollowUpDate", typeof(TextBox), true);
return(false);
}
}
switch (this.lblActivityStatus.Text)
{
case "Identified":
break;
case "Qualified-in":
break;
case "Qualified-out":
if (this.txtDateCompleted.Text == "")
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
else
{
DateTime res;
if (DateTime.TryParse(this.txtDateCompleted.Text, out res) == false)
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
}
break;
case "Interested":
DateTime result;
if (this.txtOpportunityDue.Text == "")
{
this.ucMessanger1.ProcessMessage("Renewal Date: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "OpportunityDue", typeof(TextBox), true);
return(false);
}
else
{
if (DateTime.TryParse(this.txtOpportunityDue.Text, out result) == false)
{
this.ucMessanger1.ProcessMessage("Renewal Date: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "OpportunityDue", typeof(TextBox), true);
return(false);
}
}
if (this.ddlClassification.SelectedValue == "")
{
this.ucMessanger1.ProcessMessage("CSS Segment: " + bizM.GetMessageText("ValueNotSelected"), Enums.enMsgType.Err, "Classification", typeof(DropDownList), true);
return(false);
}
break;
case "Not Interested":
if (this.txtDateCompleted.Text == "")
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
else
{
DateTime res;
if (DateTime.TryParse(this.txtDateCompleted.Text, out res) == false)
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
}
break;
case "Go-to-Market":
break;
case "Revisit next year":
if (this.txtDateCompleted.Text == "")
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
else
{
DateTime res;
if (DateTime.TryParse(this.txtDateCompleted.Text, out res) == false)
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
}
break;
case "Quoted":
if (this.txtNetBrokerageQuoted.Text == "")
{
this.ucMessanger1.ProcessMessage("Expected OAMPS income Quoted: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "NetBrokerageQuoted", typeof(TextBox), true);
return(false);
}
else
{
decimal res;
if (Decimal.TryParse(this.txtNetBrokerageQuoted.Text, out res) == false)
{
this.ucMessanger1.ProcessMessage("Expected OAMPS income Quoted: " + bizM.GetMessageText("FieldNotDecimal"), Enums.enMsgType.Err, "NetBrokerageQuoted", typeof(TextBox), true);
return(false);
}
}
break;
case "Can't Place":
if (this.txtDateCompleted.Text == "")
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
else
{
DateTime res;
if (DateTime.TryParse(this.txtDateCompleted.Text, out res) == false)
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
}
break;
case "Accepted":
if (this.txtNetBrokerageActual.Text == "")
{
this.ucMessanger1.ProcessMessage("Expected OAMPS income Actual: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "NetBrokerageActual", typeof(TextBox), true);
return(false);
}
else
{
decimal res;
if (Decimal.TryParse(this.txtNetBrokerageActual.Text, out res) == false)
{
this.ucMessanger1.ProcessMessage("Expected OAMPS income Actual: " + bizM.GetMessageText("FieldNotDecimal"), Enums.enMsgType.Err, "NetBrokerageActual", typeof(TextBox), true);
return(false);
}
}
break;
case "Lost":
if (this.txtDateCompleted.Text == "")
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
else
{
DateTime res;
if (DateTime.TryParse(this.txtDateCompleted.Text, out res) == false)
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
}
break;
case "Processed":
if (this.txtDateCompleted.Text == "")
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
else
{
DateTime res;
if (DateTime.TryParse(this.txtDateCompleted.Text, out res) == false)
{
this.ucMessanger1.ProcessMessage("Date Completed: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "DateCompleted", typeof(TextBox), true);
return(false);
}
}
if (this.txtMemoNumber.Text == "")
{
this.ucMessanger1.ProcessMessage("Memo Number: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "MemoNumber", typeof(TextBox), true);
return(false);
}
if (this.txtClientCode.Text == "")
{
this.ucMessanger1.ProcessMessage("Client Code: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "ClientCode", typeof(TextBox), true);
return(false);
}
break;
default: // all pending statuses
break;
}
return(true);
}
private void PopulateFollowUps()
{
var bizM = new bizMessage();
if (Session["USER"] == null)
{
ucMessanger1.ProcessMessage("Session: " + bizM.GetMessageText("SessionMissing"), Enums.enMsgType.Err, "",
null, true);
return;
}
var user = (bizUser.enGageUser)Session["USER"];
var biz = new bizActivity();
bool isRegion, isBranch, isAll;
isRegion = isBranch = isAll = false;
GridUtilities.SetUserAllowedOpportunities(user, ref isRegion, ref isBranch, ref isAll);
var d1 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue),
int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Recognise",
ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll);
var d2 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue),
int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Qualify",
ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll);
var d3 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue),
int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Contact",
ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll);
var d4 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue),
int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Discover",
ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll);
var d5 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue),
int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Respond",
ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll);
var d6 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue),
int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Agree",
ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll);
var d7 = biz.GetFollowUps(ddlFilterExcutives.SelectedValue, int.Parse(ddlOAMPSIncome.SelectedValue),
int.Parse(ddlBusinessType.SelectedValue), int.Parse(ddlFlagged.SelectedValue), "Process",
ddlFilterRegion.SelectedValue, ddlFilterBranch.SelectedValue, isAll);
_allIdentify =
d1.Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate).ToList();
_allQualify =
d2.Concat(d1)
.Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate)
.ToList();
_allRespond =
d3.Concat(d4)
.Concat(d5)
.Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate)
.ToList();
_allComplete =
d6.Concat(d7)
.Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate)
.ToList();
// get the summary matrix for opprtunities
decimal?estimated = 0, quoted = 0, actual = 0;
int? noOfOpportunities = 0;
estimated = _allQualify.Sum(x => (x.NetBrokerageEstimated.HasValue) ? x.NetBrokerageEstimated : 0);
quoted = _allRespond.Sum(x => (x.NetBrokerageQuoted.HasValue) ? x.NetBrokerageQuoted : 0);
actual = _allComplete.Sum(x => (x.NetBrokerageActual.HasValue) ? x.NetBrokerageActual : 0);
//biz.FollowUpsMatrix(user.UserName, string.Join(",", new string[] { Enums.ActivityActions.Qualify.ToString(), Enums.ActivityActions.Recognise.ToString() }),false,CalenderUtilities.CutOffDate, ref noOfOpportunities, ref estimated, ref quoted, ref actual);
setFollowUpMatrix(lblQualifyMatrix, estimated, actual, _allQualify.Count,
Enums.ActivityActions.Qualify.ToString());
//biz.FollowUpsMatrix(user.UserName, string.Join(",", new string[] { Enums.ActivityActions.Contact.ToString(), Enums.ActivityActions.Discover.ToString(), Enums.ActivityActions.Respond.ToString() }),false,CalenderUtilities.CutOffDate, ref noOfOpportunities, ref estimated, ref quoted, ref actual);
setFollowUpMatrix(lblRespondMatrix, quoted, actual, _allRespond.Count,
Enums.ActivityActions.Contact.ToString());
//biz.FollowUpsMatrix(user.UserName, string.Join(",", new string[] { Enums.ActivityActions.Agree.ToString(), Enums.ActivityActions.Process.ToString() }),false,CalenderUtilities.CutOffDate, ref noOfOpportunities, ref estimated, ref quoted, ref actual);
setFollowUpMatrix(lblCompleteMatrix, quoted, actual, _allComplete.Count,
Enums.ActivityActions.Agree.ToString());
//this.grvIdentified.DataSource = allIdentify;
//this.ucMessanger1.ProcessMessages(biz.MSGS, true);
//this.grvIdentified.DataBind();
grvQualifiedIn.DataSource = _allQualify;
ucMessanger1.ProcessMessages(biz.MSGS, true);
grvQualifiedIn.DataBind();
grvInterested.DataSource = _allRespond;
ucMessanger1.ProcessMessages(biz.MSGS, true);
grvInterested.DataBind();
grvAccepted.DataSource = _allComplete;
ucMessanger1.ProcessMessages(biz.MSGS, true);
grvAccepted.DataBind();
// combine all results to have a filtered summery for the week
var allFollowups =
d1.Concat(d2)
.Concat(d3)
.Concat(d4)
.Concat(d5)
.Concat(d6)
.Where(x => x.OutcomeType != "C" && x.FollowUpDate >= CalenderUtilities.CutOffDate)
.ToList();
;
var weekStartDate = (DateTime.Now.AddDays(-(DateTime.Now.DayOfWeek - DayOfWeek.Monday)));
var weekEndDate = weekStartDate.AddDays(6);
var weeklyFilteredFollowUps = allFollowups.Where(x =>
{
return(((x.FollowUpDate.HasValue)
? (x.FollowUpDate.Value.Date >= weekStartDate.Date &&
x.FollowUpDate.Value.Date <= weekEndDate.Date)
: false)
||
((x.OpportunityDue.HasValue)
? DateTime.Now.Date >= x.OpportunityDue.Value.Date
: false
)
);
}).ToList();
grvSummary.DataSource = weeklyFilteredFollowUps;
ucMessanger1.ProcessMessages(biz.MSGS, true);
grvSummary.DataBind();
// change the way the gridview displays the header
AlterGridRendering(grvSummary);
AlterGridRendering(grvQualifiedIn);
AlterGridRendering(grvInterested);
AlterGridRendering(grvAccepted);
if (weeklyFilteredFollowUps.Count() <= grvSummary.PageSize)
{
lnkSeeAll0.Enabled = false;
}
else
{
lnkSeeAll0.Enabled = true;
}
lblQualifiedIn.Text = "Qualifying"; // + _allQualify.Count.ToString() + " active)";
lnkSeeAll2.Enabled = true;
lblInterested.Text = "Responding"; // + _allRespond.Count.ToString() + " active)";
lnkSeeAll3.Enabled = true;
lblAccepted.Text = "Completing"; // + _allComplete.Count.ToString() + " active)";
lnkSeeAll6.Enabled = true;
}
private bool UIValidation()
{
bizMessage bizM = new bizMessage();
if (this.txtSource.Text.Trim().Length == 0)
{
this.ucMessanger1.ProcessMessage("Source: " + bizM.GetMessageText("EmptySource"), Enums.enMsgType.Err, "Source", typeof(TextBox), true);
return(false);
}
//if (this.txtInsuredName.Text.Trim().Length == 0)
//{
// this.ucMessanger1.ProcessMessage("Insured As: " + bizM.GetMessageText("EmptySource"), Enums.enMsgType.Err, "InsuredName", typeof(TextBox), true);
// return false;
//}
if (this.txtOfficePhone.Text.Trim().Length == 0)
{
this.ucMessanger1.ProcessMessage("Phone: " + bizM.GetMessageText("EmptySource"), Enums.enMsgType.Err, "OfficePhone", typeof(TextBox), true);
return(false);
}
if (this.txtAddress.Text.Length > this.txtAddress.MaxLength)
{
this.ucMessanger1.ProcessMessage("Address: " + bizM.GetMessageText("ValueGreaterThanMax"), Enums.enMsgType.Err, "", null, true);
return(false);
}
switch (this.ddlBusinessType.SelectedItem.Text)
{
case "Quick quote": // go-to-market
DateTime r1;
if (this.txtOpportunityDue.Text == "")
{
this.ucMessanger1.ProcessMessage("Renewal Date: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "OpportunityDue", typeof(TextBox), true);
return(false);
}
else
{
if (DateTime.TryParse(this.txtOpportunityDue.Text, out r1) == false)
{
this.ucMessanger1.ProcessMessage("Renewal Date: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "OpportunityDue", typeof(TextBox), true);
return(false);
}
}
//if (this.ddlClassification.SelectedValue == "")
//{
// this.ucMessanger1.ProcessMessage("CSS Segment: " + bizM.GetMessageText("ValueNotSelected"), Enums.enMsgType.Err, "Classification", typeof(DropDownList), true);
// return false;
//}
break;
case "Quick win": // accepted
DateTime r2;
if (this.txtOpportunityDue.Text == "")
{
this.ucMessanger1.ProcessMessage("Renewal Date: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "OpportunityDue", typeof(TextBox), true);
return(false);
}
else
{
if (DateTime.TryParse(this.txtOpportunityDue.Text, out r2) == false)
{
this.ucMessanger1.ProcessMessage("Renewal Date: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "OpportunityDue", typeof(TextBox), true);
return(false);
}
}
//if (this.ddlClassification.SelectedValue == "")
//{
// this.ucMessanger1.ProcessMessage("CSS Segment: " + bizM.GetMessageText("ValueNotSelected"), Enums.enMsgType.Err, "Classification", typeof(DropDownList), true);
// return false;
//}
if (this.txtNetBrokerageQuoted.Text == "")
{
this.ucMessanger1.ProcessMessage("Broking Income Quoted: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "NetBrokerageQuoted", typeof(TextBox), true);
return(false);
}
if (this.txtNetBrokerageActual.Text == "")
{
this.ucMessanger1.ProcessMessage("Actual Broking Income: " + bizM.GetMessageText("EmptyField"), Enums.enMsgType.Err, "NetBrokerageActual", typeof(TextBox), true);
return(false);
}
break;
default:
DateTime result;
//if (this.txtOpportunityDue.Text != "")
//{
// if (DateTime.TryParse(this.txtOpportunityDue.Text, out result) == false)
// {
// this.ucMessanger1.ProcessMessage("Renewal Date: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "OpportunityDue", typeof(TextBox), true);
// return false;
// }
//}
break;
}
return(true);
}
protected void btnSave_Click(object sender, EventArgs e)
{
try
{
Opportunity o = new Opportunity();
bizOpportunity biz = new bizOpportunity();
bizMessage bizM = new bizMessage();
DateTime result;
if (this.txtOpportunityDue.Text != "")
{
if (DateTime.TryParse(this.txtOpportunityDue.Text, out result) == false)
{
this.ucMessanger1.ProcessMessage("Renewal Date: " + bizM.GetMessageText("FieldNotDate"), Enums.enMsgType.Err, "OpportunityDue", typeof(TextBox), true);
return;
}
}
o.ClientID = int.Parse(Request.QueryString["cid"]);
o.OpportunityID = int.Parse(Request.QueryString["oid"]);
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);
}
o.Flagged = bool.Parse(this.ddlFlagged.SelectedValue);
if (this.txtEstimatedBrokingIncome.Text != "")
{
o.NetBrokerageEstimated = decimal.Parse(this.txtEstimatedBrokingIncome.Text);
}
if (this.txtNetBrokerageQuoted.Text != "")
{
o.NetBrokerageQuoted = decimal.Parse(this.txtNetBrokerageQuoted.Text);
}
if (this.txtNetBrokerageActual.Text != "")
{
o.NetBrokerageActual = decimal.Parse(this.txtNetBrokerageActual.Text);
}
if (this.txtDateCompleted.Text != "")
{
o.DateCompleted = DateTime.Parse(this.txtDateCompleted.Text);
}
o.MemoNumber = this.txtMemoNumber.Text;
//audit
o.ModifiedBy = bizUser.GetCurrentUserName();
o.Modified = DateTime.Now;
//action
if (biz.ValidateOpportunity(o) == false)
{
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
return;
}
if (biz.UpdateOpportunity(o) == true)
{
Response.Redirect("ViewOpportunity.aspx?cid=" + Request.QueryString["cid"] + "&oid=" + Request.QueryString["oid"], false);
}
else
{
this.ucMessanger1.ProcessMessages(biz.MSGS, true);
}
}
catch (Exception ex)
{
bizLog.InsertExceptionLog(ex);
Response.Redirect("~/ErrorPage.aspx", false);
}
}
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);
}
}