/// <summary>
/// Gets the client details.
/// </summary>
private void GetClientDetails(string matterReference)
{
ClientServiceClient clientService = null;
try
{
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.ForceRefresh = true;
ClientSearchCriteria criteria = new ClientSearchCriteria();
criteria.ClientReference = matterReference.Substring(0, 6);
clientService = new ClientServiceClient();
ClientSearchReturnValue returnValue = clientService.ClientSearch(_logonSettings.LogonId,
collectionRequest, criteria);
if (returnValue.Success)
{
if (returnValue.Clients != null)
{
Session[SessionName.MemberId] = returnValue.Clients.Rows[0].MemberId;
Session[SessionName.OrganisationId] = returnValue.Clients.Rows[0].OrganisationId;
Session[SessionName.ClientRef] = returnValue.Clients.Rows[0].ClientReference;
Session[SessionName.ClientName] = returnValue.Clients.Rows[0].Name;
}
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (clientService != null)
{
if (clientService.State != System.ServiceModel.CommunicationState.Faulted)
{
clientService.Close();
}
}
}
}
/// <summary>
/// Get a list of clients that match the search criteria
/// </summary>
/// <param name="oHostSecurityToken">HostSecurityToken obtained when security provider of IWS is called</param>
/// <param name="collectionRequest">Information about the collection being requested</param>
/// <param name="criteria">Client search criteria</param>
/// <returns></returns>
public ClientSearchReturnValue ClientSearch(HostSecurityToken oHostSecurityToken, CollectionRequest collectionRequest,
ClientSearchCriteria criteria)
{
ClientSearchReturnValue returnValue = null;
if (Functions.ValidateIWSToken(oHostSecurityToken))
{
oClientService = new ClientService();
returnValue = oClientService.ClientSearch(Functions.GetLogonIdFromToken(oHostSecurityToken), collectionRequest, criteria);
}
else
{
returnValue = new ClientSearchReturnValue();
returnValue.Success = false;
returnValue.Message = "Invalid Token";
}
return(returnValue);
}
/// <summary>
/// Searches for clients that match the search criteria.
/// </summary>
public ClientSearchItem[] SearchClient(int startRow, int pageSize, string sortBy, string name, string NINo, string partner,
string DOB, string postcode, string town, bool forceRefresh)
{
ClientServiceClient clientService = null;
ClientSearchItem[] clients = null;
try
{
if (HttpContext.Current.Session[SessionName.LogonSettings] != null)
{
if (name == null || name.Trim() == string.Empty)
{
if (NINo == null || NINo == string.Empty)
{
if (partner == null || partner.Trim() == string.Empty)
{
if (DOB == null || DOB.Trim() == string.Empty)
{
if (postcode == null || postcode.Trim() == string.Empty)
{
if (town == null || town.Trim() == string.Empty)
{
throw new Exception("Please enter search criteria");
}
}
}
}
}
}
if (!IsReset)
{
// LSC - Insert Wildcards - 28/08/2010
if (!string.IsNullOrWhiteSpace(name) && !name.Contains('%'))
{
name = "%" + name.Trim() + "%";
}
Guid _logonId = ((LogonReturnValue)HttpContext.Current.Session[SessionName.LogonSettings]).LogonId;
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.ForceRefresh = forceRefresh;
collectionRequest.StartRow = startRow;
collectionRequest.RowCount = pageSize;
ClientSearchCriteria criteria = new ClientSearchCriteria();
criteria.Name = name != null?name.Replace("'", "''") : name;
criteria.NINumber = NINo != null?NINo.Replace("'", "''") : NINo;
criteria.OrganisationId = DataConstants.DummyGuid;
criteria.MemberId = DataConstants.DummyGuid;
criteria.OrderBy = sortBy;
Guid partnerId = DataConstants.DummyGuid;
if (partner != null && partner != string.Empty)
{
partnerId = new Guid(partner);
}
criteria.Partner = partnerId;
if (DOB != null && DOB.Length > 0)
{
criteria.DateOfBirthFrom = Convert.ToDateTime(DOB.Trim());
criteria.DateOfBirthTo = Convert.ToDateTime(DOB.Trim());
}
else
{
criteria.DateOfBirthFrom = null;
criteria.DateOfBirthTo = null;
}
criteria.PostCode = postcode != null?postcode.Replace("'", "''") : postcode;
criteria.Town = town != null?town.Replace("'", "''") : town;
clientService = new ClientServiceClient();
ClientSearchReturnValue returnValue = clientService.ClientSearch(_logonId,
collectionRequest, criteria);
if (returnValue.Success)
{
_clientRowCount = returnValue.Clients.TotalRowCount;
clients = returnValue.Clients.Rows;
}
else
{
if (returnValue.Message == "SqlDateTime overflow. Must be between 1/1/1753 12:00:00 AM and 12/31/9999 11:59:59 PM.")
{
throw new Exception("Date is invalid");
}
else
{
throw new Exception(returnValue.Message);
}
}
}
}
return(clients);
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (clientService != null)
{
if (clientService.State != System.ServiceModel.CommunicationState.Faulted)
{
clientService.Close();
}
}
}
}
protected void _imgBtnSearch_Click(object sender, ImageClickEventArgs e)
{
if (_txtSearch.Text.Trim() == string.Empty)
{
_txtSearch.Text = AllClients;
}
ClientServiceClient clientService = null;
try
{
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.ForceRefresh = true;
ClientSearchCriteria criteria = new ClientSearchCriteria();
if (_txtSearch.Text.Trim() == string.Empty || _txtSearch.Text.Trim() == AllClients)
{
criteria.Name = string.Empty;
}
else
{
criteria.Name = _txtSearch.Text.Trim();
}
if (_ddlFeeEarner.SelectedIndex > 0)
{
criteria.Partner = new Guid(_ddlFeeEarner.SelectedValue);
}
clientService = new ClientServiceClient();
ClientSearchReturnValue returnValue = clientService.ClientSearch(_logonId,
collectionRequest, criteria);
_ddlClients.Items.Clear();
_ddlClientMatters.Items.Clear();
if (returnValue.Success)
{
if (returnValue.Clients.Rows.Length > 0)
{
foreach (ClientSearchItem client in returnValue.Clients.Rows)
{
ListItem item = new ListItem();
item.Text = client.ClientReference.Trim() + " - " + client.Name;
item.Value = client.MemberId.ToString() + "$" + client.OrganisationId.ToString();
_ddlClients.Items.Add(item);
}
}
else
{
SuccessEventArgs success = new SuccessEventArgs();
success.Message = "Search is complete. There are no results to display.";
OnSearchSuccessful(success);
}
if (_ddlClients.Items.Count > 0)
{
_clientRowCount = _ddlClients.Items.Count;
Guid memberId = new Guid(GetValueOnIndexFromArray(_ddlClients.SelectedValue, 0));
Guid organisationId = new Guid(GetValueOnIndexFromArray(_ddlClients.SelectedValue, 1));
GetClientMatters(memberId, organisationId);
SelectLastMatter();
}
}
else
{
ErrorEventArgs error = new ErrorEventArgs();
error.Message = returnValue.Message.Replace("WebClientSearch requires some parameters", "Please select a Fee Earner or use the client search.");
OnError(error);
}
}
catch (Exception ex)
{
ErrorEventArgs error = new ErrorEventArgs();
error.Message = ex.Message;
OnError(error);
}
finally
{
if (clientService != null)
{
if (clientService.State != System.ServiceModel.CommunicationState.Faulted)
{
clientService.Close();
}
}
}
}
/// <summary>
/// Get a list of clients that match the search criteria
/// </summary>
/// <param name="oHostSecurityToken">HostSecurityToken obtained when security provider of IWS is called</param>
/// <param name="collectionRequest">Information about the collection being requested</param>
/// <param name="criteria">Client search criteria</param>
/// <returns></returns>
public ClientSearchReturnValue ClientSearch(HostSecurityToken oHostSecurityToken, CollectionRequest collectionRequest,
ClientSearchCriteria criteria)
{
ClientSearchReturnValue returnValue = null;
if (Functions.ValidateIWSToken(oHostSecurityToken))
{
oClientService = new ClientService();
returnValue = oClientService.ClientSearch(Functions.GetLogonIdFromToken(oHostSecurityToken), collectionRequest, criteria);
}
else
{
returnValue = new ClientSearchReturnValue();
returnValue.Success = false;
returnValue.Message = "Invalid Token";
}
return returnValue;
}
/// <summary>
/// Get a list of clients that match the search criteria
/// </summary>
/// <param name="logonId">Logon id obtained when logging on to the logon service</param>
/// <param name="collectionRequest">Information about the collection being requested</param>
/// <param name="criteria">Client search criteria</param>
/// <returns></returns>
public ClientSearchReturnValue ClientSearch(Guid logonId, CollectionRequest collectionRequest,
ClientSearchCriteria criteria)
{
ClientSearchReturnValue returnValue = new ClientSearchReturnValue();
try
{
// Get the logged on user from the current logons and add their
// ApplicationSettings the list of concurrent sessions.
Host.LoadLoggedOnUser(logonId);
try
{
switch (UserInformation.Instance.UserType)
{
// Can do everything
case DataConstants.UserType.Staff:
case DataConstants.UserType.ThirdParty:
// The query will return only clients that the third party is allowed to see
break;
case DataConstants.UserType.Client:
throw new Exception("Access denied");
default:
throw new Exception("Access denied");
}
// Create a data list creator for a list of matters
DataListCreator<ClientSearchItem> dataListCreator = new DataListCreator<ClientSearchItem>();
// Declare an inline event (annonymous delegate) to read the
// dataset if it is required
dataListCreator.ReadDataSet += delegate(object Sender, ReadDataSetEventArgs e)
{
e.DataSet = SrvClientCommon.WebClientSearch(criteria.OrganisationId,
criteria.MemberId,
criteria.Name,
criteria.BusinessSource,
criteria.ClientReference,
criteria.DateOfBirthFrom,
criteria.DateOfBirthTo,
criteria.PostCode,
criteria.Partner,
criteria.Branch,
criteria.NINumber,
criteria.ClientGroup,
criteria.Town);
if (criteria.OrderBy != string.Empty)
{
DataTable dt = Functions.SortDataTable(e.DataSet.Tables[0], criteria.OrderBy);
e.DataSet.Tables.Remove("Table");
e.DataSet.Tables.Add(dt);
}
};
// Create the data list
DataList<ClientSearchItem> clientList = dataListCreator.Create(logonId,
// Give the query a name so it can be cached
"ClientSearch",
// Tell it the query criteria used so if the cache is accessed
// again it knows if it is the same query
criteria.ToString(),
collectionRequest,
// Import mappings to map the dataset row fields to the data
// list entity properties
new ImportMapping[] {
new ImportMapping("MemberId", "memId"),
new ImportMapping("OrganisationId", "orgId"),
new ImportMapping("ClientReference", "cliRef"),
new ImportMapping("Name", "Name"),
new ImportMapping("Address","Address"),
new ImportMapping("PartnerName", "Partner"),
new ImportMapping("Partner","cliPartner"),
new ImportMapping("DateOfBirth","DateofBirth"),
new ImportMapping("NationalInsuranceNo","personNHINo"),
new ImportMapping("DateOfDeath","PersonDOD")
}
);
clientList.Rows.ForEach(delegate(ClientSearchItem item)
{
if (item.MemberId != DataConstants.DummyGuid)
{
if (SrvClientCommon.IsClientArchived(item.MemberId))
{
item.IsArchived = true;
}
else
{
item.IsArchived = false;
}
}
if (item.OrganisationId != DataConstants.DummyGuid)
{
if (SrvClientCommon.IsClientArchived(item.OrganisationId))
{
item.IsArchived = true;
}
else
{
item.IsArchived = false;
}
}
});
returnValue.Clients = clientList;
}
finally
{
// Remove the logged on user's ApplicationSettings from the
// list of concurrent sessions
Host.UnloadLoggedOnUser();
}
}
catch (System.Data.SqlClient.SqlException)
{
returnValue.Success = false;
returnValue.Message = Functions.SQLErrorMessage;
}
catch (Exception ex)
{
returnValue.Success = false;
returnValue.Message = ex.Message;
}
return returnValue;
}