Beispiel #1
0
        private void saveInvoice()
        {
            string[] billToValues  = null;
            int      clientID      = 0;
            int      invoiceID     = 0;
            int      InvoiceLineID = 0;
            Invoice  invoice       = null;

            CRM.Data.Entities.LeadPolicy policy = null;
            InvoiceDetail invoiceDetailLine     = null;
            InvoiceDetail invoiceDetail         = null;

            int     nextInvoiceNumber = 0;
            int     policyID          = 0;
            decimal taxAmount         = 0;

            //			billToValues = ddlBillTo.SelectedValue.Split(new char[] { '|' });

            // get invoice id
            invoiceID = Convert.ToInt32(ViewState["InvoiceID"].ToString());

            clientID = Core.SessionHelper.getClientId();

            // current policy being edited
            policyID = Session["policyID"] == null ? 0 : Convert.ToInt32(Session["policyID"]);
            //policy = LeadPolicyManager.GetByID(policyID);



            if (invoiceID == 0)
            {
                invoice = new Invoice();

                // get id for current lead
                invoice.ClaimID = Core.SessionHelper.getClaimID();

                invoice.IsVoid = false;

                // assign client
                //invoice.ClientID = clientID;

                // hide print button
                //btnPrint.Visible = false;
            }
            else
            {
                invoice = InvoiceManager.Get(invoiceID);

                // show print button
                //btnPrint.Visible = true;
            }


            //invoice.PolicyID = policy.PolicyType;

            invoice.InvoiceDate    = Convert.ToDateTime(txtInvoiceDate.Text);
            invoice.DueDate        = Convert.ToDateTime(txtDueDate.Text);
            invoice.BillToName     = txtBillTo.Text.Trim();
            invoice.BillToAddress1 = txtBillToAddress1.Text.Trim();
            invoice.BillToAddress2 = txtBillToAddress2.Text.Trim();
            invoice.BillToAddress3 = txtBillToAddress3.Text.Trim();

            //invoice.AdjusterID = policy.AdjusterID;

            //invoice.AdjusterInvoiceNumber = txtReferenceNumber.Text.Trim();

            try {
                using (TransactionScope scope = new TransactionScope()) {
                    if (invoiceID == 0)
                    {
                        // assign next invoice number to new invoice
                        nextInvoiceNumber = InvoiceManager.GetNextInvoiceNumber(clientID);

                        invoice.InvoiceNumber = nextInvoiceNumber;
                    }

                    invoiceID = InvoiceManager.Save(invoice);

                    // save newly generated invoice id
                    ViewState["InvoiceID"] = invoiceID.ToString();

                    // check for add/edit invoice detail line
                    InvoiceLineID = ViewState["InvoiceLineID"] == null ? 0 : Convert.ToInt32(ViewState["InvoiceLineID"]);

                    if (InvoiceLineID > 0)
                    {
                        invoiceDetail = InvoiceDetailManager.Get(InvoiceLineID);
                    }
                    else
                    {
                        invoiceDetail = new InvoiceDetail();
                    }


                    // get detail line from gridview footer
                    if (invoiceDetail != null)
                    {
                        invoiceDetailLine = getInvoiceDetailLine();

                        if (invoiceDetailLine.LineDate != null && !string.IsNullOrEmpty(invoiceDetailLine.LineDescription) && invoiceDetailLine.Qty > 0 &&
                            invoiceDetailLine.Rate > 0)
                        {
                            // update fields
                            invoiceDetail.InvoiceID       = invoiceID;
                            invoiceDetail.InvoiceLineID   = InvoiceLineID;
                            invoiceDetail.ServiceTypeID   = invoiceDetailLine.ServiceTypeID;
                            invoiceDetail.Comments        = invoiceDetailLine.Comments;
                            invoiceDetail.isBillable      = invoiceDetailLine.isBillable;
                            invoiceDetail.LineAmount      = invoiceDetailLine.LineAmount;
                            invoiceDetail.LineDate        = invoiceDetailLine.LineDate;
                            invoiceDetail.LineDescription = invoiceDetailLine.LineDescription;
                            invoiceDetail.Qty             = invoiceDetailLine.Qty;
                            invoiceDetail.Rate            = invoiceDetailLine.Rate;
                            invoiceDetail.UnitDescription = invoiceDetailLine.UnitDescription;
                            invoiceDetail.Total           = invoiceDetailLine.Total;

                            // save invoice detail
                            InvoiceDetailManager.Save(invoiceDetail);

                            // clear
                            ViewState["InvoiceLineID"] = "0";
                        }
                    }

                    // update invoice total after adding new detail line
                    invoice = InvoiceManager.Get(invoiceID);

                    invoice.TotalAmount = invoice.InvoiceDetail.Where(x => x.isBillable == true).Sum(x => x.LineAmount);

                    taxAmount = (invoice.TotalAmount ?? 0) * (invoice.TaxRate / 100);

                    InvoiceManager.Save(invoice);

                    // update claim diarycomment
                    updateClaimDiary(invoice, invoiceDetail);

                    // complete transaction
                    scope.Complete();
                }

                // refresh invoice detail lines
                bindInvoiceDetails(invoiceID);

                // refresh invoice number on UI
                txtInvoiceNumber.Text = (invoice.InvoiceNumber ?? 0).ToString();

                clearFields();

                showToolbarButtons();

                refreshParentWindow();
            }
            catch (Exception ex) {
                lblMessage.Text     = "Error while saving invoice.";
                lblMessage.CssClass = "error";
                Core.EmailHelper.emailError(ex);
            }
        }
Beispiel #2
0
        private void saveInvoice()
        {
            int           clientID          = 0;
            int           invoiceID         = 0;
            int           InvoiceLineID     = 0;
            Invoice       invoice           = null;
            InvoiceDetail invoiceDetailLine = null;
            InvoiceDetail invoiceDetail     = null;


            int     nextInvoiceNumber = 0;
            decimal taxAmount         = 0;


            clientID = Core.SessionHelper.getClientId();

            invoiceID = ViewState["InvoiceID"] == null ? 0 : Convert.ToInt32(ViewState["InvoiceID"].ToString());


            if (invoiceID == 0)
            {
                invoice = new Invoice();

                // get id for current lead
                invoice.ClaimID = Core.SessionHelper.getClaimID();

                invoice.IsVoid = false;
            }
            else
            {
                invoice = InvoiceManager.Get(invoiceID);
            }


            //invoice.PolicyID = policy.PolicyType;

            invoice.InvoiceDate    = Convert.ToDateTime(txtInvoiceDate.Text);
            invoice.DueDate        = Convert.ToDateTime(txtDueDate.Text);
            invoice.BillToName     = txtBillTo.Text.Trim();
            invoice.BillToAddress1 = txtBillToAddress1.Text.Trim();
            invoice.BillToAddress2 = txtBillToAddress2.Text.Trim();
            invoice.BillToAddress3 = txtBillToAddress3.Text.Trim();


            try {
                using (TransactionScope scope = new TransactionScope()) {
                    if (invoiceID == 0)
                    {
                        // assign next invoice number to new invoice
                        nextInvoiceNumber = InvoiceManager.GetNextInvoiceNumber(clientID);

                        invoice.InvoiceNumber = nextInvoiceNumber;
                    }

                    invoiceID = InvoiceManager.Save(invoice);

                    // save newly generated invoice id
                    ViewState["InvoiceID"] = invoiceID.ToString();

                    #region get detail line from gridview
                    foreach (GridViewRow row in gvTimeExpense.Rows)
                    {
                        // get detail line from grid
                        invoiceDetailLine = getInvoiceDetailLine(row);

                        if (invoiceDetailLine != null)
                        {
                            if (invoiceDetailLine.InvoiceLineID > 0)
                            {
                                invoiceDetail = InvoiceDetailManager.Get(InvoiceLineID);
                            }
                            else
                            {
                                invoiceDetail = new InvoiceDetail();
                            }

                            // update fields
                            invoiceDetail.InvoiceID       = invoiceID;
                            invoiceDetail.ServiceTypeID   = invoiceDetailLine.ServiceTypeID;
                            invoiceDetail.ExpenseTypeID   = invoiceDetailLine.ExpenseTypeID;
                            invoiceDetail.Comments        = invoiceDetailLine.Comments;
                            invoiceDetail.isBillable      = invoiceDetailLine.isBillable;
                            invoiceDetail.LineAmount      = invoiceDetailLine.LineAmount;
                            invoiceDetail.LineDate        = invoiceDetailLine.LineDate;
                            invoiceDetail.LineDescription = invoiceDetailLine.LineDescription;
                            invoiceDetail.Qty             = invoiceDetailLine.Qty;
                            invoiceDetail.Rate            = invoiceDetailLine.Rate;
                            invoiceDetail.UnitDescription = invoiceDetailLine.UnitDescription;
                            invoiceDetail.Total           = invoiceDetailLine.Total;

                            // save invoice detail
                            InvoiceDetailManager.Save(invoiceDetail);
                        }
                    }                     // foreach
                    #endregion

                    // update invoice total after adding
                    invoice = InvoiceManager.Get(invoiceID);

                    invoice.TotalAmount = invoice.InvoiceDetail.Where(x => x.isBillable == true).Sum(x => x.LineAmount);

                    taxAmount = (invoice.TotalAmount ?? 0) * (invoice.TaxRate / 100);

                    InvoiceManager.Save(invoice);

                    // add invoice to claim diary comment
                    addInvoiceToClaimDiary(invoice, invoiceDetail);

                    // 2014-05-02 apply rule
                    using (SpecificExpenseTypePerCarrier ruleEngine = new SpecificExpenseTypePerCarrier()) {
                        RuleException ruleException = ruleEngine.TestRule(clientID, invoice);

                        if (ruleException != null)
                        {
                            ruleException.UserID = Core.SessionHelper.getUserId();
                            ruleEngine.AddException(ruleException);
                            CheckSendMail(ruleException);
                        }
                    }


                    // complete transaction
                    scope.Complete();
                }                 // using


                // refresh invoice number on UI
                txtInvoiceNumber.Text = (invoice.InvoiceNumber ?? 0).ToString();


                showToolbarButtons();

                lblMessage.Text     = "Invoice was generated successfully.";
                lblMessage.CssClass = "ok";
            }
            catch (Exception ex) {
                lblMessage.Text     = "Error while saving invoice.";
                lblMessage.CssClass = "error";
                Core.EmailHelper.emailError(ex);
            }
        }
Beispiel #3
0
        // process gridview commands for detail lines
        protected void gvInvoiceLines_RowCommand(object sender, GridViewCommandEventArgs e)
        {
            int           invoiceID     = 0;
            int           invoiceLineID = 0;
            Invoice       invoice       = null;
            InvoiceDetail invoiceLine   = null;
            TextBox       txtLineAmount;

            switch (e.CommandName)
            {
            case "DoSave":
                Page.Validate("invoice");
                if (!Page.IsValid)
                {
                    return;
                }

                Page.Validate("invoiceLine");
                if (!Page.IsValid)
                {
                    return;
                }


                saveInvoice();
                break;

            case "DoEdit":
                invoiceLineID = Convert.ToInt32(e.CommandArgument);

                invoiceLine = InvoiceDetailManager.Get(invoiceLineID);

                if (invoiceLine != null)
                {
                    ViewState["InvoiceLineID"] = invoiceLineID.ToString();


                    // date
                    WebDatePicker txtDate = gvInvoiceLines.FooterRow.FindControl("txtDate") as WebDatePicker;
                    if (txtDate != null && invoiceLine.LineDate != null)
                    {
                        txtDate.Text = string.Format("{0:MM/dd/yyyy}", invoiceLine.LineDate);
                    }

                    // service description
                    DropDownList cbx = gvInvoiceLines.FooterRow.FindControl("cbxServiceDescription") as DropDownList;
                    if (cbx != null && invoiceLine.ServiceTypeID != null)
                    {
                        ListItem item = cbx.Items.FindByText(invoiceLine.LineDescription.Trim());
                        if (item != null)
                        {
                            cbx.SelectedIndex = cbx.Items.IndexOf(item);
                        }
                    }
                    else
                    {
                        ListItem item = new ListItem(invoiceLine.LineDescription, invoiceLine.LineDescription);
                        cbx.Items.Add(item);
                        cbx.Text = invoiceLine.LineDescription;
                    }

                    // quantity
                    WebNumericEditor txtQty = gvInvoiceLines.FooterRow.FindControl("txtQty") as WebNumericEditor;
                    if (txtQty != null && invoiceLine.Qty != null)
                    {
                        txtQty.Text = invoiceLine.Qty.ToString();
                    }

                    // rate
                    WebNumericEditor txtRate = gvInvoiceLines.FooterRow.FindControl("txtRate") as WebNumericEditor;
                    if (txtRate != null)
                    {
                        txtRate.Value = invoiceLine.Rate;
                    }

                    //// service unit
                    //Label lblUnitDescription = gvInvoiceLines.FooterRow.FindControl("lblUnitDescription") as Label;
                    //if (lblUnitDescription != null && invoiceLine.InvoiceServiceType != null && invoiceLine.InvoiceServiceType.InvoiceServiceUnit != null)
                    //	lblUnitDescription.Text = invoiceLine.InvoiceServiceType.InvoiceServiceUnit.UnitDescription;

                    // total amount
                    txtLineAmount = gvInvoiceLines.FooterRow.FindControl("txtLineAmount") as TextBox;
                    if (txtLineAmount != null)
                    {
                        txtLineAmount.Text = string.Format("{0:N2}", invoiceLine.LineAmount ?? 0);
                    }

                    //billable
                    CheckBox cbxBillable = gvInvoiceLines.FooterRow.FindControl("cbxBillable") as CheckBox;
                    if (cbxBillable != null && invoiceLine.isBillable != null)
                    {
                        cbxBillable.Checked = invoiceLine.isBillable ?? false;
                    }

                    // comments
                    WebTextEditor txtComments = gvInvoiceLines.FooterRow.FindControl("txtComments") as WebTextEditor;
                    if (txtComments != null && invoiceLine.Comments != null)
                    {
                        txtComments.Text = invoiceLine.Comments;
                    }

                    // show cancel icon
                    ImageButton ibtnCancel = gvInvoiceLines.FooterRow.FindControl("ibtnCancel") as ImageButton;
                    ibtnCancel.Visible = true;
                }
                break;

            case "DoDelete":
                invoiceLineID = Convert.ToInt32(e.CommandArgument);
                invoiceID     = ViewState["InvoiceID"] != null?Convert.ToInt32(ViewState["InvoiceID"]) : 0;

                if (invoiceLineID > 0 && invoiceID > 0)
                {
                    try {
                        using (TransactionScope scope = new TransactionScope()) {
                            deleteInvoiceComment(invoiceLineID);

                            InvoiceDetailManager.Delete(invoiceLineID);

                            // update invoice total after deleting detail line
                            invoice = InvoiceManager.Get(invoiceID);

                            if (invoice != null && invoice.InvoiceDetail != null)
                            {
                                invoice.TotalAmount = invoice.InvoiceDetail.Where(x => x.isBillable == true).Sum(x => x.LineAmount);

                                InvoiceManager.Save(invoice);
                            }

                            // complete transaction
                            scope.Complete();

                            refreshParentWindow();
                        }
                        bindInvoiceDetails(invoiceID);
                    }
                    catch (Exception ex) {
                        lblMessage.Text     = "Error while deleting invoice detail line.";
                        lblMessage.CssClass = "error";
                        Core.EmailHelper.emailError(ex);
                    }
                }

                break;
            }
        }