protected void bindInvoiceDetails(int invoiceID)
{
List <LeadInvoiceDetail> invoiceDetailLines = null;
decimal?totalAmount = 0;
invoiceDetailLines = LeadInvoiceDetailManager.GetInvoiceDetails(invoiceID);
gvInvoiceLines.DataSource = invoiceDetailLines.OrderBy(x => x.LineDate);
gvInvoiceLines.DataBind();
// total invoice lines
if (invoiceDetailLines != null && invoiceDetailLines.Count > 0)
{
totalAmount = invoiceDetailLines.Where(x => x.isBillable == true).Sum(x => x.LineAmount);
txtTotalAmount.Text = string.Format("{0:N2}", totalAmount);
}
}
private void saveInvoice()
{
string[] billToValues = null;
int clientID = 0;
int invoiceID = 0;
int InvoiceLineID = 0;
Data.Entities.LeadInvoice invoice = null;
CRM.Data.Entities.LeadPolicy policy = null;
LeadInvoiceDetail invoiceDetailLine = null;
LeadInvoiceDetail 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 Data.Entities.LeadInvoice();
// get id for current lead
invoice.LeadId = Core.SessionHelper.getLeadId();
invoice.isVoid = false;
// assign client
invoice.ClientID = clientID;
// hide print button
//btnPrint.Visible = false;
}
else
{
invoice = LeadInvoiceManager.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 = LeadInvoiceManager.GetNextInvoiceNumber(clientID);
invoice.InvoiceNumber = nextInvoiceNumber;
}
invoiceID = LeadInvoiceManager.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 = LeadInvoiceDetailManager.Get(InvoiceLineID);
}
else
{
invoiceDetail = new LeadInvoiceDetail();
}
// 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
LeadInvoiceDetailManager.Save(invoiceDetail);
// clear
ViewState["InvoiceLineID"] = "0";
// update invoice total after adding
invoice = LeadInvoiceManager.Get(invoiceID);
invoice.TotalAmount = invoice.LeadInvoiceDetail.Where(x => x.isBillable == true).Sum(x => x.LineAmount);
taxAmount = (invoice.TotalAmount ?? 0) * ((invoice.TaxRate ?? 0) / 100);
//invoice.TotalAmount = invoice.TotalAmount + taxAmount;
LeadInvoiceManager.Save(invoice);
// update comment
updateInvoiceComment(invoice, invoiceDetail);
}
}
// complete transaction
scope.Complete();
}
// refresh invoice detail lines
bindInvoiceDetails(invoiceID);
clearFields();
showToolbarButtons();
}
catch (Exception ex) {
lblMessage.Text = "Error while saving invoice.";
lblMessage.CssClass = "error";
Core.EmailHelper.emailError(ex);
}
}
// process gridview commands
protected void gvInvoiceLines_RowCommand(object sender, GridViewCommandEventArgs e)
{
int invoiceID = 0;
int invoiceLineID = 0;
CRM.Data.Entities.LeadInvoiceDetail invoiceLine = null;
TextBox txtLineAmount;
switch (e.CommandName)
{
case "DoEdit":
invoiceLineID = Convert.ToInt32(e.CommandArgument);
invoiceLine = LeadInvoiceDetailManager.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 && invoiceLine.InvoiceServiceType != null && invoiceLine.InvoiceServiceType.ServiceRate != null)
{
txtRate.Text = invoiceLine.InvoiceServiceType.ServiceRate.ToString();
}
// 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);
if (invoiceLineID > 0)
{
using (TransactionScope scope = new TransactionScope()) {
try {
LeadInvoiceDetailManager.Delete(invoiceLineID);
deleteInvoiceComment(invoiceLineID);
invoiceID = Convert.ToInt32(ViewState["InvoiceID"].ToString());
bindInvoiceDetails(invoiceID);
// complete transaction
scope.Complete();
}
catch (Exception ex) {
lblMessage.Text = "Error while deleting invoice detail line.";
lblMessage.CssClass = "error";
Core.EmailHelper.emailError(ex);
}
}
}
break;
}
}
//protected void bindInvoiceLines() {
// int invoiceID = 0;
// List<LeadInvoiceDetail> invoiceDetailLines = null;
// invoiceID = Convert.ToInt32(hf_invoiceID.Value);
// invoiceDetailLines = LeadInvoiceDetailManager.GetInvoiceDetails(invoiceID);
// gvInvoiceLines.DataSource = invoiceDetailLines;
// gvInvoiceLines.DataBind();
//}
private void calculateLineTotal()
{
int invoiceID = 0;
decimal qty = 0;
decimal rate = 0;
decimal totalAmount = 0;
decimal taxableTotal = 0;
string unitDescription = null;
List <LeadInvoiceDetail> invoiceDetails = null;
// get service unit type
Label lblUnitDescription = gvInvoiceLines.FooterRow.FindControl("lblUnitDescription") as Label;
if (lblUnitDescription != null)
{
unitDescription = lblUnitDescription.Text;
}
// get quantity
WebNumericEditor txtQty = gvInvoiceLines.FooterRow.FindControl("txtQty") as WebNumericEditor;
if (txtQty != null)
{
qty = txtQty.Value == null ? 0 : Convert.ToDecimal(txtQty.Value);
}
// rate
WebNumericEditor txtRate = gvInvoiceLines.FooterRow.FindControl("txtRate") as WebNumericEditor;
// remove any % symbol
if (txtRate != null)
{
rate = txtRate.Value == null ? 0 : Convert.ToDecimal(txtRate.Value);
}
if (!string.IsNullOrEmpty(unitDescription) && unitDescriptions.Contains(unitDescription.ToLower()))
{
rate /= 100; // make it a percent for "percentage, sales tax"
}
totalAmount = rate * qty;
if (!string.IsNullOrEmpty(unitDescription) && unitDescription.ToLower().Equals("sales tax"))
{
int.TryParse(ViewState["InvoiceID"].ToString(), out invoiceID);
invoiceDetails = LeadInvoiceDetailManager.GetInvoiceDetails(invoiceID);
taxableTotal = (decimal)invoiceDetails.Where(x => x.isBillable == true &&
x.InvoiceServiceType.InvoiceServiceUnit.UnitID != SALES_TAX_ID)
.Sum(x => x.LineAmount);
totalAmount = taxableTotal * rate;
}
TextBox txtLineAmount = gvInvoiceLines.FooterRow.FindControl("txtLineAmount") as TextBox;
if (txtLineAmount != null)
{
txtLineAmount.Text = totalAmount.ToString("N2");
}
}
