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Class QuoteDocumentGenerator

Class for generating mail-merged Quote documents based on a DataSet with multiple, related tables

Inheritance
Object
QuoteDocumentGenerator
Namespace: SuperOffice.CRM.Sale
Assembly: SoDataBase.dll
Syntax
public static class QuoteDocumentGenerator : Object
Remarks

It's not quite arbitrary - the Thumbnail and Image fields, if present, lead to Quote images being fetched. There is also special functionality to merge two documents, also a requirement for Quote. Possibly not the prettiest thing we could do.

Fields

QuoteDetailsTag

Class for generating mail-merged Quote documents based on a DataSet with multiple, related tables

Declaration
public const string QuoteDetailsTag = "QuoteDetails"
Field Value
Type Description
String
Remarks

It's not quite arbitrary - the Thumbnail and Image fields, if present, lead to Quote images being fetched. There is also special functionality to merge two documents, also a requirement for Quote. Possibly not the prettiest thing we could do.

Methods

MergeToPdf(Stream, Stream, DataSet)

Taking streams of bytes (main doc, lines doc) and a Dataset (merge data), produce a merged PDF document

Declaration
public static Stream MergeToPdf(Stream template, Stream mainDoc, DataSet data)
Parameters
Type Name Description
Stream template

The template for the 'quote lines' document, containing Aspose tags

Stream mainDoc

The main document, if there is one, to which the quote lines will be appended

DataSet data

Merge data from the Quote Manager or another compatible source

Returns
Type Description
Stream

Stream (backed by a byte array) containing a PDF document ready to save

Remarks

If there is only a main doc, then it will be merged with the dataset and saved as PDF.

If there is only a details doc, then it will be merged with the database and saved as PDF.

If both are defined and there is no "QuoteDetails" tag in the main doc, then both will be merged with the dataset, and the details doc will be appended to the main doc. The result is saved as PDF.

If both are defined and the main doc contains a "QuoteDetails" tag, then both will be merged with the dataset, and the details doc will be inserted at the position of the tag in the main doc (the tag is removed).

PrescanForTags(Int32)

Find out which tags are present in a Word document; this is used to control the final data-generation process

Declaration
public static string[] PrescanForTags(int documentId)
Parameters
Type Name Description
Int32 documentId
Returns
Type Description
String[]
Remarks

It's not quite arbitrary - the Thumbnail and Image fields, if present, lead to Quote images being fetched. There is also special functionality to merge two documents, also a requirement for Quote. Possibly not the prettiest thing we could do.

PrescanForTags(Stream)

Class for generating mail-merged Quote documents based on a DataSet with multiple, related tables

Declaration
public static string[] PrescanForTags(Stream content)
Parameters
Type Name Description
Stream content
Returns
Type Description
String[]
Remarks

It's not quite arbitrary - the Thumbnail and Image fields, if present, lead to Quote images being fetched. There is also special functionality to merge two documents, also a requirement for Quote. Possibly not the prettiest thing we could do.

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