private ClientDto GetClient(int CAId)
{
ClientServiceClient client = new ClientServiceClient();
ClientDto clientDto = client.GetById(CAId);
client.Close();
return(clientDto);
}
private IList <ClientDto> GetClientList()
{
ClientServiceClient client = new ClientServiceClient();
Query query = new Query();
Criterion crActive = new Criterion("IsActive", true, CriteriaOperator.Equal);
query.Add(crActive);
EntityDtos <ClientDto> clientDtos = client.FindByQuery(query, false);
client.Close();
return(clientDtos.Entities);
}
/// <summary>
/// Gets the address.
/// </summary>
/// <param name="memId">The mem id.</param>
/// <param name="orgId">The org id.</param>
/// <returns></returns>
private string GetAddress(Guid memId, Guid orgId)
{
string addressLine1 = string.Empty;
ClientServiceClient clientService = null;
try
{
CollectionRequest collectionRequest = new CollectionRequest();
AddressSearchCriteria criteria = new AddressSearchCriteria();
criteria.MemberId = memId;
criteria.OrganisationId = orgId;
clientService = new ClientServiceClient();
AddressSearchReturnValue returnValue = clientService.GetClientAddresses(_logonSettings.LogonId,
collectionRequest,
criteria);
if (returnValue.Success)
{
if (returnValue.Addresses.Rows.Length > 0)
{
addressLine1 = returnValue.Addresses.Rows[0].Line1;
}
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (clientService != null)
{
if (clientService.State != System.ServiceModel.CommunicationState.Faulted)
{
clientService.Close();
}
}
}
return(addressLine1);
}
/// <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>
/// Loads the client details.
/// </summary>
private void LoadAddressDetails()
{
ClientServiceClient serviceClient = null;
try
{
serviceClient = new ClientServiceClient();
_addressSearchReturnValue = new AddressSearchReturnValue();
CollectionRequest collectionRequest = new CollectionRequest();
AddressSearchCriteria searchCriteria = new AddressSearchCriteria();
searchCriteria.MemberId = _memId;
searchCriteria.OrganisationId = _orgId;
_addressSearchReturnValue = serviceClient.GetClientAddresses(_logonId, collectionRequest, searchCriteria);
if (_addressSearchReturnValue.Success)
{
GetAddressTypes();
DisplayAddressDetails();
}
else
{
throw new Exception(_addressSearchReturnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (serviceClient != null)
{
if (serviceClient.State != System.ServiceModel.CommunicationState.Faulted)
{
serviceClient.Close();
}
}
}
}
public List <ClientDto> GetCAList()
{
ClientServiceClient client = new ClientServiceClient();
//UserDto CurrentUser = (UserDto)Session[Constants.SKCURRENTUSER];
Query query = new Query();
Criterion crActive = new Criterion("IsActive", true, CriteriaOperator.Equal);
query.Add(crActive);
EntityDtos <ClientDto> clientDtos = client.FindByQuery(query, false);
//var caDtos = client.FindAll();
List <ClientDto> caList = clientDtos.Entities.ToList();
caList.Insert(0, new ClientDto
{
CAId = 0,
CompanyName = "[Select]",
DisplayClientId = ""
});
client.Close();
return(caList);
}
private Common.Dto.ClientRegistration.ClientDto GetClientById()
{
ClientDto clientDto = null;
Nullable <int> caId = null;
if (!String.IsNullOrEmpty(Request.QueryString["CAId"]))
{
caId = Convert.ToInt32(Request.QueryString["CAId"]);
}
if (!String.IsNullOrEmpty(Request.Params["CAId"]))
{
caId = Convert.ToInt32(Request.Params["CAId"]);
}
if (caId != null)
{
ClientServiceClient clientService = new ClientServiceClient();
clientDto = clientService.GetById(Convert.ToInt32(caId));
clientService.Close();
}
return(clientDto);
}
/// <summary>
/// Loads the client details.
/// </summary>
private void LoadAddressDetails()
{
ClientServiceClient serviceClient = null;
try
{
serviceClient = new ClientServiceClient();
_addressSearchReturnValue = new AddressSearchReturnValue();
CollectionRequest collectionRequest = new CollectionRequest();
AddressSearchCriteria searchCriteria = new AddressSearchCriteria();
searchCriteria.MemberId = _memId;
searchCriteria.OrganisationId = _orgId;
_addressSearchReturnValue = serviceClient.GetClientAddresses(_logonId, collectionRequest, searchCriteria);
if (_addressSearchReturnValue.Success)
{
GetAddressTypes();
DisplayAddressDetails();
}
else
{
throw new Exception(_addressSearchReturnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (serviceClient != null)
{
if (serviceClient.State != System.ServiceModel.CommunicationState.Faulted)
serviceClient.Close();
}
}
}
/// <summary>
/// Gets the address.
/// </summary>
/// <param name="memId">The mem id.</param>
/// <param name="orgId">The org id.</param>
/// <returns></returns>
private string GetAddress(Guid memId, Guid orgId)
{
string addressLine1 = string.Empty;
ClientServiceClient clientService = null;
try
{
CollectionRequest collectionRequest = new CollectionRequest();
AddressSearchCriteria criteria = new AddressSearchCriteria();
criteria.MemberId = memId;
criteria.OrganisationId = orgId;
clientService = new ClientServiceClient();
AddressSearchReturnValue returnValue = clientService.GetClientAddresses(_logonSettings.LogonId,
collectionRequest,
criteria);
if (returnValue.Success)
{
if (returnValue.Addresses.Rows.Length > 0)
{
addressLine1 = returnValue.Addresses.Rows[0].Line1;
}
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (clientService != null)
{
if (clientService.State != System.ServiceModel.CommunicationState.Faulted)
clientService.Close();
}
}
return addressLine1;
}
/// <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();
}
}
}
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();
}
}
}
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>
/// Saves the client details(user types 1 and 2).
/// </summary>
private void SaveClient()
{
//Perform HO UCN field length validation as it is not checked in the service layer
if (_txtHOUCN.Text.Length > 0 && _txtHOUCN.Text.Length < 8)
{
_lblMessage.CssClass = "errorMessage";
_lblMessage.Text = "All characters have not been entered for the HO UCN";
return;
}
ClientServiceClient clientService = null;
try
{
SaveAddresses();
clientService = new ClientServiceClient();
IRIS.Law.WebServiceInterfaces.Client.Client client = GetClientDetails();
Person person = GetPersonDetails();
Organisation organisation = GetOrganisationDetails();
ReturnValue returnValue = clientService.UpdateClient(_logonSettings.LogonId, client, person, organisation);
if (returnValue.Success)
{
_lblMessage.CssClass = "successMessage";
_lblMessage.Text = "Edit successful";
//Generate client name label as the details may have changed
if (_memberId != DataConstants.DummyGuid)
{
_lblClientName.Text = CommonFunctions.MakeFullName(_ddlTitle.SelectedItem.Text.Trim(),
_txtForenames.Text.Trim(), _txtSurname.Text.Trim());
}
else
{
_lblClientName.Text = _txtOrganisationName.Text.Trim();
}
_imgClientArchieved.Visible = _chkArchiveClient.Checked;
}
else
{
_lblMessage.CssClass = "errorMessage";
_lblMessage.Text = returnValue.Message;
}
}
catch (System.ServiceModel.EndpointNotFoundException)
{
_lblMessage.Text = DataConstants.WSEndPointErrorMessage;
_lblMessage.CssClass = "errorMessage";
}
catch (Exception ex)
{
_lblMessage.CssClass = "errorMessage";
_lblMessage.Text = ex.Message;
}
finally
{
if (clientService != null)
{
if (clientService.State != System.ServiceModel.CommunicationState.Faulted)
clientService.Close();
}
}
}
/// <summary>
/// Gets the ratings.
/// </summary>
private void GetRatings()
{
ClientServiceClient clientService = null;
try
{
clientService = new ClientServiceClient();
CollectionRequest collectionRequest = new CollectionRequest();
RatingSearchCriteria searchCriteria = new RatingSearchCriteria();
searchCriteria.IncludeArchived = false;
RatingSearchReturnValue returnValue = clientService.RatingSearch(_logonSettings.LogonId, collectionRequest,
searchCriteria);
if (returnValue.Success)
{
_ddlRating.DataSource = returnValue.Ratings.Rows;
_ddlRating.DataTextField = "Description";
_ddlRating.DataValueField = "Id";
_ddlRating.DataBind();
}
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>
/// Gets the joint client candidates.
/// </summary>
private void GetJointClientCandidates(Guid clientId, bool isMember)
{
//Clear previous items
_chklstClientAssociates.Items.Clear();
ClientServiceClient clientService = null;
try
{
CollectionRequest collectionRequest = new CollectionRequest();
JointClientCandidateSearchCriteria criteria = new JointClientCandidateSearchCriteria();
criteria.ClientId = clientId;
criteria.IsMember = isMember;
clientService = new ClientServiceClient();
JointClientCandidateSearchReturnValue returnValue = clientService.JointClientCandidateSearch(_logonSettings.LogonId,
collectionRequest, criteria);
if (returnValue.Success)
{
foreach (JointClientCandidateSearchItem jointClientCandidate in returnValue.JointClientCandidates.Rows)
{
ListItem item = new ListItem();
item.Text = jointClientCandidate.Name;
item.Value = jointClientCandidate.Tag;
_chklstClientAssociates.Items.Add(item);
}
}
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>
/// Sets up the client.
/// </summary>
private void SetupClient()
{
//Get the client type
_ddlMatterType.Enabled = true;
_txtDescription.Enabled = true;
_ddlBranch.Enabled = true;
_ddlDepartment.Enabled = true;
_ddlWorkType.Enabled = true;
_ddlFeeEarner.Enabled = true;
_ccUFNDate.Enabled = true;
_txtHOUCN.Enabled = true;
_txtUCN.Enabled = true;
ClientServiceClient clientService = null;
try
{
Guid memberId = (Guid)Session[SessionName.MemberId];
Guid organisationId = (Guid)Session[SessionName.OrganisationId];
Guid clientId;
bool isMember;
if (memberId != DataConstants.DummyGuid)
{
clientId = memberId;
isMember = true;
}
else
{
clientId = organisationId;
isMember = false;
}
clientService = new ClientServiceClient();
ClientReturnValue returnValue = clientService.GetClientDefaults(_logonSettings.LogonId,
clientId);
if (returnValue.Success)
{
if (returnValue.Client != null)
{
ViewState[ClientType] = returnValue.Client.TypeId;
//Set the default branch for the selected client
_ddlBranch.SelectedIndex = -1;
if (returnValue.Client.Branch != string.Empty)
{
foreach (ListItem branch in _ddlBranch.Items)
{
if (branch.Value != string.Empty && GetBranchValueOnIndex(branch.Value, 0) == returnValue.Client.Branch.Trim())
{
branch.Selected = true;
break;
}
}
}
else
{
_ddlBranch.SelectedValue = string.Empty;
}
SetupClientType(returnValue.Client.TypeId);
//Display joint candidates
if (_chklstClientAssociates.Visible)
{
GetJointClientCandidates(clientId, isMember);
}
//Get the matter types based on the client type
GetMatterTypes();
SetupUserDefaults();
SetWorkTypeDefaults();
}
else
{
throw new Exception("Unable to load client defaults");
}
}
else
{
_ddlMatterType.Enabled = false;
_txtDescription.Enabled = false;
_ddlBranch.Enabled = false;
_ddlDepartment.Enabled = false;
_ddlWorkType.Enabled = false;
_ddlFeeEarner.Enabled = false;
_ccUFNDate.Enabled = false;
_txtHOUCN.Enabled = false;
_txtUCN.Enabled = false;
_txtDescription.Text = string.Empty;
_ddlBranch.SelectedValue = string.Empty;
_ddlDepartment.Items.Clear();
_ddlWorkType.Items.Clear();
throw new Exception(returnValue.Message.Replace("Client Archived", "Matter can not be added to an archived client"));
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (clientService != null)
{
if (clientService.State != System.ServiceModel.CommunicationState.Faulted)
clientService.Close();
}
}
}
