public ActionResult ClientAccountActivity(int id) //id = ClientID
{
int BillingContactID = Clients.GetPrimaryBillingContactIDFromClient(id).Value;
Clients_Details viewBillingStatement_AccountActivity = new Clients_Details();
viewBillingStatement_AccountActivity.AccountActivity = BillingStatements.GetAccountActivity(BillingContactID, 0);
return(View(viewBillingStatement_AccountActivity));
}
public ActionResult AttachInvoiceToPaymentJSON(string clientID, string paymentID, string invoiceIDs, string invoiceNumbers, string invoiceDates, string invoiceQBs, string paymentSpents)
{
int id = 0;
if (!int.TryParse(clientID, out id))
{
id = 0;
}
string[] invoiceID = invoiceIDs.Split(new string[] { "~*~" }, StringSplitOptions.None);
string[] invoiceNumber = invoiceNumbers.Split(new string[] { "~*~" }, StringSplitOptions.None);
string[] invoiceDate = invoiceDates.Split(new string[] { "~*~" }, StringSplitOptions.None);
string[] invoiceQB = invoiceQBs.Split(new string[] { "~*~" }, StringSplitOptions.None);
string[] paymentSpent = paymentSpents.Split(new string[] { "~*~" }, StringSplitOptions.None);
string message = "";
for (int i = 0; i < invoiceID.Length; i++)
{
try
{
var resultRecord = Clients.AttachInvoiceToPayment(id, int.Parse(paymentID), int.Parse(invoiceID[i]), invoiceNumber[i], DateTime.Parse(invoiceDate[i]), invoiceQB[i], decimal.Parse(paymentSpent[i]), true, m_UserID);
if (resultRecord == null)
{
message = (message == "" ? "" : "\r\n") + message + "Failed to attach record.";
}
}
catch (Exception ex)
{
message = (message == "" ? "" : "\r\n") + message + ex.Message;
}
}
if (message != "")
{
return(new JsonResult {
Data = new { success = false, message = message, paymentID = paymentID, invoiceIDs = invoiceIDs, invoiceNumbers = invoiceNumbers, invoiceDates = invoiceDates, invoiceQBs = invoiceQBs, paymentSpents = paymentSpents }
});
}
int BillingContactID = Clients.GetPrimaryBillingContactIDFromClient(id).Value;
AccountActivity accountActivity = null;
if (BillingContactID != 0)
{
accountActivity = BillingStatements.GetAccountActivity(BillingContactID, 0);
List <BillingStatementRow> billingStatementRowsToKeep = new List <BillingStatementRow>();
for (int i = 0; i < invoiceID.Length; i++)
{
try
{
var found = accountActivity.accountActivityRows.Find(delegate(BillingStatementRow find) {
return(invoiceID[i] != "" &&
find.InvoiceID == invoiceID[i]);
});
if (found != null)
{
billingStatementRowsToKeep.Add(found);
}
}
catch (Exception ex)
{
message = (message == "" ? "" : "\r\n") + message + ex.Message;
}
}
try
{
var found = accountActivity.accountActivityRows.Find(delegate(BillingStatementRow find)
{
return(paymentID != "" &&
find.PaymentID == paymentID);
});
if (found != null)
{
billingStatementRowsToKeep.Add(found);
}
}
catch (Exception ex)
{
message = (message == "" ? "" : "\r\n") + message + ex.Message;
}
accountActivity.accountActivityRows = billingStatementRowsToKeep;
}
if (message != "")
{
return(new JsonResult {
Data = new { success = false, message = message, paymentID = paymentID, invoiceIDs = invoiceIDs, invoiceNumbers = invoiceNumbers, invoiceDates = invoiceDates, invoiceQBs = invoiceQBs, paymentSpents = paymentSpents }
});
}
return(new JsonResult {
Data = new { success = true, accountActivity = accountActivity, paymentID = paymentID, invoiceIDs = invoiceIDs, invoiceNumbers = invoiceNumbers, invoiceDates = invoiceDates, invoiceQBs = invoiceQBs, paymentSpents = paymentSpents }
});
}
public ActionResult Details(int id) //id = ClientID
{
Clients_Details viewClients_Details = new Clients_Details();
Client clientInfo = Clients.GetClient(id);
ClientInvoiceSettings clientInvoiceSettings = Clients.GetClientInvoiceSettings(id);
ClientInvoiceSettings parentInvoiceSettings = Clients.GetClientInvoiceSettings(clientInfo.ParentClientID);
ClientExpectedRevenueSettings clientExpectedRevenueSettings = Clients.GetClientExpectedRevenueSettings(id);
ClientVendors clientVendors = Clients.GetClientVendors(id);
int BillingContactID = Clients.GetPrimaryBillingContactIDFromClient(id).Value;
if (BillingContactID != 0)
{
viewClients_Details.AccountActivity = BillingStatements.GetAccountActivity(BillingContactID, 0);
}
viewClients_Details.BillingContactID = BillingContactID;
viewClients_Details.ClientName = clientInfo.ClientName;
viewClients_Details.Address1 = clientInfo.Address1;
viewClients_Details.Address2 = clientInfo.Address2;
viewClients_Details.City = clientInfo.City;
viewClients_Details.State = clientInfo.State;
viewClients_Details.Zip = clientInfo.Zip;
viewClients_Details.Status = clientInfo.Status;
viewClients_Details.DoNotInvoice = clientInfo.DoNotInvoice;
viewClients_Details.ClientID = id;
viewClients_Details.ParentClientName = clientInfo.ParentClientName;
viewClients_Details.Tazworks1ID = clientVendors.Tazworks1ID;
viewClients_Details.Tazworks2ID = clientVendors.Tazworks2ID;
viewClients_Details.Debtor1ID = clientVendors.Debtor1ID;
viewClients_Details.TransUnionID = clientVendors.TransUnionID;
viewClients_Details.ExperianID = clientVendors.ExperianID;
viewClients_Details.BilledAsClientName = clientInfo.BillAsClientName;
viewClients_Details.AuditInvoices = clientInfo.AuditInvoices;
viewClients_Details.ParentClientID = clientInfo.ParentClientID;
viewClients_Details.PembrookeID = clientVendors.PembrookeID;
viewClients_Details.ApplicantONEID = clientVendors.ApplicantONEID;
viewClients_Details.RentTrackID = clientVendors.RentTrackID;
viewClients_Details.Notes = clientInfo.Notes;
if (clientInfo.DoNotInvoice)
{
viewClients_Details.BillingGroupID = "0";
}
else
{
viewClients_Details.BillingGroupID = Convert.ToString(clientInfo.BillingGroupID);
}
if (clientInvoiceSettings.InvoiceTemplate == 0)
{
if (parentInvoiceSettings.ClientSplitMode == 2)
{
viewClients_Details.HasClientInvoiceSettings = 2; //Parent roll up
}
else
{
viewClients_Details.HasClientInvoiceSettings = 0;
}
}
else
{
viewClients_Details.HasClientInvoiceSettings = 1;
}
if (clientVendors.Tazworks1ID == null && clientVendors.Tazworks2ID == null &&
clientVendors.Debtor1ID == null && clientVendors.TransUnionID == null && clientVendors.ExperianID == null)
{
viewClients_Details.HasVendorSettings = false;
}
else
{
viewClients_Details.HasVendorSettings = true;
}
viewClients_Details.InvoiceTemplate = clientInvoiceSettings.InvoiceTemplate;
viewClients_Details.BillingDetailReport = clientInvoiceSettings.BillingDetailReport;
viewClients_Details.ClientSplitMode = clientInvoiceSettings.ClientSplitMode;
viewClients_Details.ApplyFinanceCharge = clientInvoiceSettings.ApplyFinanceCharge;
viewClients_Details.FinanceChargeDays = clientInvoiceSettings.FinanceChargeDays;
viewClients_Details.FinanceChargePercent = clientInvoiceSettings.FinanceChargePercent;
viewClients_Details.SentToCollections = clientInvoiceSettings.SentToCollections;
viewClients_Details.ExcludeFromReminders = clientInvoiceSettings.ExcludeFromReminders;
viewClients_Details.ExpectedMonthlyRevenue = clientExpectedRevenueSettings.ExpectedMonthlyRevenue.ToString("#.##");
viewClients_Details.AccountCreateDate = (clientExpectedRevenueSettings.AccountCreateDate == DateTime.MinValue ? "" : clientExpectedRevenueSettings.AccountCreateDate.ToString("MM/dd/yyyy"));
viewClients_Details.AccountOwner = clientExpectedRevenueSettings.AccountOwner;
viewClients_Details.AffiliateName = clientExpectedRevenueSettings.AffiliateName;
return(View("Details", "View", viewClients_Details));
}
