protected int CreateContactAndProspect(string sFirstName, string sLastName, string sEmail, string sType, string sPhone, string sDOB, string sSSN, int iUserID, string Purpose)
{
#region create new contact
LPWeb.Model.Contacts ContactsModel = new LPWeb.Model.Contacts();
ContactsModel.ContactId = 0;
ContactsModel.FirstName = sFirstName;
ContactsModel.LastName = sLastName;
ContactsModel.Email = sEmail;
if (sType == "Cell Phone")
{
ContactsModel.CellPhone = sPhone;
ContactsModel.HomePhone = string.Empty;
ContactsModel.BusinessPhone = string.Empty;
}
else if (sType == "Home Phone")
{
ContactsModel.CellPhone = string.Empty;
ContactsModel.HomePhone = sPhone;
ContactsModel.BusinessPhone = string.Empty;
}
else if (sType == "Work Phone")
{
ContactsModel.CellPhone = string.Empty;
ContactsModel.HomePhone = string.Empty;
ContactsModel.BusinessPhone = sPhone;
}
if (sDOB == string.Empty)
{
ContactsModel.DOB = null;
}
else
{
ContactsModel.DOB = Convert.ToDateTime(sDOB);
}
ContactsModel.SSN = sSSN;
ContactsModel.MiddleName = string.Empty;
ContactsModel.NickName = txtFirstName.Text.Trim();
ContactsModel.Title = string.Empty;
ContactsModel.GenerationCode = string.Empty;
ContactsModel.Fax = string.Empty;
ContactsModel.MailingAddr = string.Empty;
ContactsModel.MailingCity = string.Empty;
ContactsModel.MailingState = string.Empty;
ContactsModel.MailingZip = string.Empty;
#endregion
#region create new prospect
LPWeb.Model.Prospect ProspectModel = new LPWeb.Model.Prospect();
ProspectModel.PreferredContact = sType;
ProspectModel.Contactid = 0;
ProspectModel.Created = DateTime.Now;
ProspectModel.CreatedBy = iUserID;
ProspectModel.LeadSource = ddlLeadSource.SelectedValue.ToString() == "0" ? "" : this.ddlLeadSource.SelectedItem.Text;
string sLoanOfficerID = ddlLoanOfficer.SelectedValue;
iLoanOfficerID = 0;
if (sLoanOfficerID == "-1" || sLoanOfficerID == "-2")
{
//Nobody
}
else if (sLoanOfficerID == "0")
{
//Lead Routing Engine
try
{
ServiceManager sm = new ServiceManager();
using (LP2ServiceClient client = sm.StartServiceClient())
{
//invoke the WCF API GetNextLoanOfficer
LR_GetNextLoanOfficerReq req = new LR_GetNextLoanOfficerReq();
req.LeadSource = ddlLeadSource.SelectedItem.Text;
req.Purpose = Purpose;
req.ReqHdr = new ReqHdr();
req.ReqHdr.UserId = CurrUser.iUserID;
req.ReqHdr.SecurityToken = "SecurityToken";
LR_GetNextLoanOfficerResp response = client.LeadRouting_GetNextLoanofficer(req);
if (response.RespHdr.Successful)
{
iLoanOfficerID = response.NextLoanOfficerID;
}
else
{
Company_Lead_Sources LeadSourceMgr = new Company_Lead_Sources();
DataTable SelLeadSourceList = LeadSourceMgr.GetList("LeadSourceID='" + ddlLeadSource.SelectedValue + "'").Tables[0];
if (SelLeadSourceList != null && SelLeadSourceList.Rows.Count > 0)
{
iLoanOfficerID = SelLeadSourceList.Rows[0]["DefaultUserId"] == DBNull.Value ? 0 : Convert.ToInt32(SelLeadSourceList.Rows[0]["DefaultUserId"]);
}
}
}
}
catch (Exception ex)
{
Company_Lead_Sources LeadSourceMgr = new Company_Lead_Sources();
DataTable SelLeadSourceList = LeadSourceMgr.GetList("LeadSourceID='" + ddlLeadSource.SelectedValue + "'").Tables[0];
if (SelLeadSourceList != null && SelLeadSourceList.Rows.Count > 0)
{
iLoanOfficerID = SelLeadSourceList.Rows[0]["DefaultUserId"] == DBNull.Value ? 0 : Convert.ToInt32(SelLeadSourceList.Rows[0]["DefaultUserId"]);
}
}
}
else
{
iLoanOfficerID = Convert.ToInt32(sLoanOfficerID);
}
ProspectModel.Loanofficer = iLoanOfficerID;
ProspectModel.ReferenceCode = string.Empty;
ProspectModel.Status = "Active";
ProspectModel.CreditRanking = string.Empty;
ProspectModel.Referral = null;
Prospect ProspectManager = new Prospect();
int iContactId = ProspectManager.CreateContactAndProspect(ContactsModel, ProspectModel);
#endregion
return(iContactId);
}
protected int CreateLoan(int iContactId, decimal LoanAmount, string Purpose)
{
int iFolderId = 0;
LPWeb.Model.LoanDetails LoanDetailsModel = new LPWeb.Model.LoanDetails();
LoanDetailsModel.FileId = 0;
LoanDetailsModel.FolderId = iFolderId;
LoanDetailsModel.Status = "Prospect";
LoanDetailsModel.ProspectLoanStatus = "Active";
LoanDetailsModel.BoID = iContactId;
LoanDetailsModel.CoBoID = 0;
LoanDetailsModel.Created = DateTime.Now;
LoanDetailsModel.CreatedBy = CurrUser.iUserID;
LoanDetailsModel.Modifed = DateTime.Now;
LoanDetailsModel.ModifiedBy = CurrUser.iUserID;
LoanDetailsModel.LoanAmount = LoanAmount;
LoanDetailsModel.EstCloseDate = null;
LoanDetailsModel.Ranking = string.Empty;
LoanDetailsModel.UserId = CurrUser.iUserID;
string sLoanOfficerID = ddlLoanOfficer.SelectedValue;
iLoanOfficerID = 0;
if (sLoanOfficerID == "-1" || sLoanOfficerID == "-2")
{
//Nobody
}
else if (sLoanOfficerID == "0")
{
//Lead Routing Engine
try
{
ServiceManager sm = new ServiceManager();
using (LP2ServiceClient client = sm.StartServiceClient())
{
//invoke the WCF API GetNextLoanOfficer
LR_GetNextLoanOfficerReq req = new LR_GetNextLoanOfficerReq();
req.LeadSource = ddlLeadSource.SelectedItem.Text;
req.Purpose = Purpose;
req.ReqHdr = new ReqHdr();
req.ReqHdr.UserId = CurrUser.iUserID;
req.ReqHdr.SecurityToken = "SecurityToken";
LR_GetNextLoanOfficerResp response = client.LeadRouting_GetNextLoanofficer(req);
if (response.RespHdr.Successful)
{
iLoanOfficerID = response.NextLoanOfficerID;
}
else
{
Company_Lead_Sources LeadSourceMgr = new Company_Lead_Sources();
DataTable SelLeadSourceList = LeadSourceMgr.GetList("LeadSourceID='" + ddlLeadSource.SelectedValue + "'").Tables[0];
if (SelLeadSourceList != null && SelLeadSourceList.Rows.Count > 0)
{
iLoanOfficerID = SelLeadSourceList.Rows[0]["DefaultUserId"] == DBNull.Value ? 0 : Convert.ToInt32(SelLeadSourceList.Rows[0]["DefaultUserId"]);
}
}
}
}
catch (Exception ex)
{
Company_Lead_Sources LeadSourceMgr = new Company_Lead_Sources();
DataTable SelLeadSourceList = LeadSourceMgr.GetList("LeadSourceID='" + ddlLeadSource.SelectedValue + "'").Tables[0];
if (SelLeadSourceList != null && SelLeadSourceList.Rows.Count > 0)
{
iLoanOfficerID = SelLeadSourceList.Rows[0]["DefaultUserId"] == DBNull.Value ? 0 : Convert.ToInt32(SelLeadSourceList.Rows[0]["DefaultUserId"]);
}
}
}
else
{
iLoanOfficerID = Convert.ToInt32(sLoanOfficerID);
}
LoanDetailsModel.LoanOfficerId = iLoanOfficerID;
LoanDetailsModel.Rate = null;
LoanDetailsModel.Program = string.Empty;
LoanDetailsModel.Purpose = Purpose;
LoanDetailsModel.Lien = string.Empty;
LoanDetailsModel.PropertyAddr = string.Empty;
LoanDetailsModel.PropertyCity = string.Empty;
LoanDetailsModel.PropertyState = string.Empty;
LoanDetailsModel.PropertyZip = string.Empty;
LoanDetailsModel.FileName = string.Empty;
LoanDetailsModel.PropertyType = string.Empty;
LoanDetailsModel.HousingStatus = string.Empty;
LoanDetailsModel.IncludeEscrows = false;
LoanDetailsModel.InterestOnly = false;
LoanDetailsModel.RentAmount = 0;
LoanDetailsModel.CoborrowerType = string.Empty;
Loans LoansMgr = new Loans();
int iFileID = LoansMgr.LoanDetailSaveFileId(LoanDetailsModel);
return(iFileID);
}
protected void Page_Load(object sender, EventArgs e)
{
if (this.IsPostBack == false)
{
#region 加载 ddlLeadSource
Company_Lead_Sources LeadSourceManager = new Company_Lead_Sources();
DataTable LeadSourceList = LeadSourceManager.GetList("1=1 order by LeadSource").Tables[0];
DataRow NewLeadSourceRow = LeadSourceList.NewRow();
NewLeadSourceRow["LeadSourceID"] = 0;
NewLeadSourceRow["LeadSource"] = "- select -";
NewLeadSourceRow["Default"] = DBNull.Value;
LeadSourceList.Rows.InsertAt(NewLeadSourceRow, 0);
this.ddlLeadSource.DataSource = LeadSourceList;
this.ddlLeadSource.DataBind();
// set default selected
DataRow[] DefaultRowArray = LeadSourceList.Select("Default=1");
if (DefaultRowArray.Length > 0)
{
string sLeadSource = DefaultRowArray[0]["LeadSourceID"].ToString();
this.ddlLeadSource.SelectedValue = sLeadSource;
}
#endregion
#region 加载 ddlLoanOfficer
DataTable dtLoadOfficer = this.GetLoanOfficerList(CurrUser.iUserID);
DataRow drNew = dtLoadOfficer.NewRow();
//2014/1/16 CR072 Add the current user in the Loan Officer dropdown list
if (dtLoadOfficer.Select("ID=" + CurrUser.iUserID.ToString()).Length < 1)
{
drNew["ID"] = CurrUser.iUserID;
drNew["Name"] = CurrUser.sFullName;
drNew["LastName"] = CurrUser.sLastName;
drNew["FirstName"] = CurrUser.sFirstName;
dtLoadOfficer.Rows.InsertAt(drNew, 0);
}
drNew = dtLoadOfficer.NewRow();
drNew["ID"] = 0;
drNew["Name"] = "Lead Routing Engine";
dtLoadOfficer.Rows.InsertAt(drNew, 0);
drNew = dtLoadOfficer.NewRow();
drNew["ID"] = -1;
drNew["Name"] = "Unassigned";
dtLoadOfficer.Rows.InsertAt(drNew, 0);
drNew = dtLoadOfficer.NewRow();
drNew["ID"] = -2;
drNew["Name"] = "- select -";
dtLoadOfficer.Rows.InsertAt(drNew, 0);
ddlLoanOfficer.DataSource = dtLoadOfficer;
ddlLoanOfficer.DataTextField = "Name";
ddlLoanOfficer.DataValueField = "ID";
//if (dtLoadOfficer.Select("ID=" + CurrUser.iUserID.ToString()).Length > 0)
//{
// ddlLoanOfficer.SelectedValue = CurrUser.iUserID.ToString();
//}
//else
//{
ddlLoanOfficer.SelectedValue = "0";
//}
ddlLoanOfficer.DataBind();
#endregion
#region 加载ddlWorkflow
Template_Workflow WflTempMgr = new Template_Workflow();
DataTable WorkflowList = WflTempMgr.GetWorkflowTemplateList(" and WorkflowType='Prospect' and Enabled=1", "Name");
this.ddlWorkflow.DataSource = WorkflowList;
this.ddlWorkflow.DataBind();
// set default selected
DefaultRowArray = WorkflowList.Select("Default=1");
if (DefaultRowArray.Length > 0)
{
string sWflTemplId = DefaultRowArray[0]["WflTemplId"].ToString();
this.ddlWorkflow.SelectedValue = sWflTemplId;
}
#endregion
#region 加载Marketing enrollment
MailChimpLists MailChimpListsMgr = new MailChimpLists();
DataTable MailChimpList = null;
CheckRolePermistion(this.CurrUser.iUserID);
if (_isAccessAllMailChimpList == true)
{
if (this.CurrUser.bIsCompanyExecutive == true)
{
MailChimpList = MailChimpListsMgr.GetMailChimpList(" and 1=1 ", "Name");
}
else
{
if (this.CurrUser.bIsBranchManager == true)
{
MailChimpList = MailChimpListsMgr.GetMailChimpList_BranchManager(this.CurrUser.iUserID);
}
else
{
MailChimpList = MailChimpListsMgr.GetMailChimpList(" and UserId=" + this.CurrUser.iUserID, "Name");
}
}
}
else
{
MailChimpList = MailChimpListsMgr.GetMailChimpList(" and UserId=" + this.CurrUser.iUserID, "Name");
}
DataRow NewMarkingRow = MailChimpList.NewRow();
NewMarkingRow["LID"] = "";
NewMarkingRow["Name"] = "-- select --";
MailChimpList.Rows.InsertAt(NewMarkingRow, 0);
this.ddlMarketing.DataSource = MailChimpList;
this.ddlMarketing.DataBind();
#endregion
#region 加载ddlTaskList
LeadTaskList LeadTaskListMgr = new LeadTaskList();
string sOrderBy = string.Empty;
if (this.CurrUser.SortTaskPickList == "S")
{
sOrderBy = "SequenceNumber";
}
else
{
sOrderBy = "TaskName";
}
DataTable LeadTaskList1 = LeadTaskListMgr.GetLeadTaskList(" and Enabled=1", sOrderBy);
DataRow NewTaskRow = LeadTaskList1.NewRow();
NewTaskRow["TaskName"] = "-- select --";
NewTaskRow["SequenceNumber"] = 0;
NewTaskRow["Enabled"] = "True";
LeadTaskList1.Rows.InsertAt(NewTaskRow, 0);
this.ddlTaskList.DataSource = LeadTaskList1;
this.ddlTaskList.DataBind();
#endregion
// set default value
this.txtDueDate.Text = DateTime.Now.ToString("MM/dd/yyyy");
this.txtDueTime.Text = System.DateTime.Now.AddHours(2).ToString("HH:mm");
this.txtReminderUser.Text = this.CurrUser.sLastName + ", " + this.CurrUser.sFirstName;
this.hdnReminderUserID.Value = this.CurrUser.iUserID.ToString();
}
}
private void BindControlDataSource()
{
Company_Lead_Sources bCompany_Lead_Sources = new Company_Lead_Sources();
DataSet dsLeadSources = bCompany_Lead_Sources.GetAllList();
DataTable dtLS = new DataTable();
if (dsLeadSources != null && dsLeadSources.Tables[0].Rows.Count > 0)
{
dtLS = dsLeadSources.Tables[0];
}
if (!dtLS.Columns.Contains("LeadSourceID"))
{
dtLS.Columns.Add("LeadSourceID");
}
if (!dtLS.Columns.Contains("LeadSource"))
{
dtLS.Columns.Add("LeadSource");
}
DataRow drls = dtLS.NewRow();
drls["LeadSourceID"] = "-1";
drls["LeadSource"] = "- select a Lead Source -";
dtLS.Rows.InsertAt(drls, 0);
ddlLeadSource.DataSource = dtLS;
ddlLeadSource.DataBind();
Branches bBranches = new Branches();
DataTable dtBH = null;
if (CurrUser.bIsCompanyExecutive || CurrUser.bIsDivisionExecutive || CurrUser.bIsRegionExecutive)
{
dtBH = bBranches.GetBranchFilter_Executive(CurrUser.iUserID, 0, 0);
}
else
if (CurrUser.bIsBranchManager)
{
dtBH = bBranches.GetBranchFilter_Branch_Manager(CurrUser.iUserID, 0, 0);
}
else
{
dtBH = bBranches.GetBranchFilter(CurrUser.iUserID, 0, 0);
}
if (dtBH != null)
{
DataRow drbh = dtBH.NewRow();
drbh["BranchId"] = "-1";
drbh["Name"] = "- select a Branch -";
dtBH.Rows.InsertAt(drbh, 0);
ddlBranch.DataSource = dtBH;
ddlBranch.DataBind();
}
Users bUsers = new Users();
if (CurrUser.bIsBranchUser)
{
DataTable dt = bUsers.GetUserBranchInfo(CurrUser.iUserID.ToString());
if (dt.Rows.Count > 0)
{
ddlBranch.SelectedValue = Convert.ToInt32(dt.Rows[0]["BranchID"]).ToString();
ddlBranch.Enabled = false;
}
}
DataTable dtLO = bUsers.GetUserList(string.Format("And RoleName='{0}' and UserId={1}", "Loan Officer", CurrUser.iUserID));
if (dtLO.Rows.Count > 0)
{
//CurrentUser is Loan Officer
if (!dtLO.Columns.Contains("LoanOfficer"))
{
dtLO.Columns.Add("LoanOfficer");
}
ddlLoanOfficer.DataSource = dtLO;
ddlLoanOfficer.DataTextField = "LoanOfficer";
ddlLoanOfficer.DataValueField = "UserID";
ddlLoanOfficer.SelectedValue = CurrUser.iUserID.ToString();
ddlLoanOfficer.DataBind();
ddlLoanOfficer.Enabled = false;
}
}
protected void Page_Load(object sender, EventArgs e)
{
#region 检查必要参数
bool bIsValid = PageCommon.ValidateQueryString(this, "LoanID", QueryStringType.ID);
if (bIsValid == false)
{
PageCommon.WriteJsEnd(this, "Missing required query string.", "");
}
this.iLoanID = Convert.ToInt32(this.Request.QueryString["LoanID"]);
#endregion
#region 加载Loan Info
string sSql3 = "select l.*, pf.FolderId, pf.Name as FileName from Loans l inner join PointFiles pf on l.FileId=pf.FileId where l.FileId=" + this.iLoanID;
DataTable LoanInfo = LPWeb.DAL.DbHelperSQL.ExecuteDataTable(sSql3);
if ((LoanInfo == null) || (LoanInfo.Rows.Count == 0))
{
PageCommon.WriteJsEnd(this, string.Format("No Loan Info found for LoanID {0}.", iLoanID), "");
}
int FolderId = 0;
string FileName = string.Empty;
FolderId = LoanInfo.Rows[0]["FolderId"] == DBNull.Value ? 0 : (int)LoanInfo.Rows[0]["FolderId"];
FileName = LoanInfo.Rows[0]["FileName"] == DBNull.Value ? string.Empty : (string)LoanInfo.Rows[0]["FileName"];
if (FolderId < 1 || string.IsNullOrEmpty(FileName))
{
lnkImport.Visible = false;
}
#endregion
#region 权限验证
//try
//{
// if (this.CurrUser.userRole.Prospect.ToString().IndexOf('B') == -1)
// {
// this.btnModify.Disabled = true;
// }
// if (this.CurrUser.userRole.Prospect.ToString().IndexOf('K') == -1)
// {
// this.btnSendEmail.Disabled = true;
// }
// if (this.CurrUser.userRole.Prospect.ToString().IndexOf('F') == -1)
// {
// this.btnDispose.Disabled = true;
// }
// if (this.CurrUser.userRole.Prospect.ToString().IndexOf('C') == -1)
// {
// btnDelete.Enabled = false;
// }
// if (this.CurrUser.userRole.Prospect.ToString().IndexOf('G') == -1)
// {
// btnSyncNow.Enabled = false;
// }
//}
//catch (Exception exception)
//{
// LPLog.LogMessage(exception.Message);
//}
if (this.CurrUser.userRole.ExportClients == true)
{
this.btnvCardExport.Enabled = true;
}
else
{
this.btnvCardExport.Enabled = false;
}
#endregion
this.GetPostBackEventReference(this.lnkExport);
if (this.IsPostBack == false)
{
#region 加载Lead Source列表
Company_Lead_Sources LeadSourceManager = new Company_Lead_Sources();
DataTable LeadSourceList = LeadSourceManager.GetList("1=1 order by LeadSource").Tables[0];
DataRow NewLeadSourceRow = LeadSourceList.NewRow();
NewLeadSourceRow["LeadSourceID"] = DBNull.Value;
NewLeadSourceRow["LeadSource"] = "-- select --";
LeadSourceList.Rows.InsertAt(NewLeadSourceRow, 0);
this.ddlLeadSource.DataSource = LeadSourceList;
this.ddlLeadSource.DataBind();
#endregion
#region 加载Program列表
Company_Loan_Programs ProgramMgr = new Company_Loan_Programs();
DataTable ProgramList = ProgramMgr.GetList("1=1 order by LoanProgram").Tables[0];
DataRow NewProgramRow = ProgramList.NewRow();
NewProgramRow["LoanProgramID"] = DBNull.Value;
NewProgramRow["LoanProgram"] = "-- select --";
ProgramList.Rows.InsertAt(NewProgramRow, 0);
this.ddlProgram.DataSource = ProgramList;
this.ddlProgram.DataBind();
#endregion
#region 加载Borrower Info
DataTable BorrowerInfo = this.GetBorrowerInfo(this.iLoanID);
#region 绑定Borrower信息
if (BorrowerInfo.Rows.Count > 0)
{
string sFirstName = BorrowerInfo.Rows[0]["FirstName"].ToString();
string sLastName = BorrowerInfo.Rows[0]["LastName"].ToString();
string sBorrowerName = sLastName + ", " + sFirstName;
this.hProspectName.InnerText = sBorrowerName;
this.txtFirstName.Text = sFirstName;
this.txtLastName.Text = sLastName;
this.txtEmail.Text = BorrowerInfo.Rows[0]["Email"].ToString();
this.txtCellPhone.Text = BorrowerInfo.Rows[0]["CellPhone"].ToString();
this.txtHomePhone.Text = BorrowerInfo.Rows[0]["HomePhone"].ToString();
this.txtWorkPhone.Text = BorrowerInfo.Rows[0]["BusinessPhone"].ToString();
this.txtBirthday.Text = BorrowerInfo.Rows[0]["DOB"].ToString() == "" ? "" : Convert.ToDateTime(BorrowerInfo.Rows[0]["DOB"]).ToString("MM/dd/yyyy");
this.lbFirstName.Text = BorrowerInfo.Rows[0]["FirstName"].ToString();
this.lbLastName.Text = BorrowerInfo.Rows[0]["LastName"].ToString();
this.lbEmail.Text = BorrowerInfo.Rows[0]["Email"].ToString();
this.lbCellPhone.Text = BorrowerInfo.Rows[0]["CellPhone"].ToString();
this.lbHomePhone.Text = BorrowerInfo.Rows[0]["HomePhone"].ToString();
this.lbWorkPhone.Text = BorrowerInfo.Rows[0]["BusinessPhone"].ToString();
this.lbBirthday.Text = BorrowerInfo.Rows[0]["DOB"].ToString() == "" ? "" : Convert.ToDateTime(BorrowerInfo.Rows[0]["DOB"]).ToString("MM/dd/yyyy");
}
#endregion
if (BorrowerInfo.Rows.Count > 0)
{
string sContactID = BorrowerInfo.Rows[0]["ContactId"].ToString();
#region 加载Prospect Info
string sSqlx0 = "select * from Prospect where ContactId=" + sContactID;
DataTable ProspectInfo = LPWeb.DAL.DbHelperSQL.ExecuteDataTable(sSqlx0);
#region 绑定Prospect信息
if (ProspectInfo.Rows.Count > 0)
{
// Lead Source
if (ProspectInfo.Rows[0]["LeadSource"] != DBNull.Value)
{
this.ddlLeadSource.SelectedValue = ProspectInfo.Rows[0]["LeadSource"].ToString();
this.lbLeadSource.Text = ProspectInfo.Rows[0]["LeadSource"].ToString();
}
// Referral Source (Prospect.Referral)
if (ProspectInfo.Rows[0]["Referral"] != DBNull.Value)
{
int iReferralID = Convert.ToInt32(ProspectInfo.Rows[0]["Referral"]);
Contacts ContactManager = new Contacts();
this.txtReferralSource.Text = ContactManager.GetContactName(iReferralID);
this.hdnReferralID.Value = iReferralID.ToString();
this.lbReferralSource.Text = ContactManager.GetContactName(iReferralID);
}
}
#endregion
#endregion
}
#endregion
#region 绑定Lead信息
if (LoanInfo.Rows[0]["Purpose"] != DBNull.Value)
{
this.ddlPurpose.SelectedValue = LoanInfo.Rows[0]["Purpose"].ToString();
this.lbPurpose.Text = LoanInfo.Rows[0]["Purpose"].ToString();
}
if (LoanInfo.Rows[0]["LoanType"] != DBNull.Value)
{
this.ddlType.SelectedValue = LoanInfo.Rows[0]["LoanType"].ToString();
this.lbType.Text = LoanInfo.Rows[0]["LoanType"].ToString();
}
if (LoanInfo.Rows[0]["Program"] != DBNull.Value)
{
this.ddlProgram.SelectedValue = LoanInfo.Rows[0]["Program"].ToString();
this.lbProgram.Text = LoanInfo.Rows[0]["Program"].ToString();
}
this.txtAmount.Text = LoanInfo.Rows[0]["LoanAmount"].ToString() == "" ? "" : Convert.ToDecimal(LoanInfo.Rows[0]["LoanAmount"]).ToString("n0");
this.txtRate.Text = LoanInfo.Rows[0]["Rate"].ToString() == "" ? "" : Convert.ToDecimal(LoanInfo.Rows[0]["Rate"]).ToString("n3");
this.lbAmount.Text = LoanInfo.Rows[0]["LoanAmount"].ToString() == "" ? "" : Convert.ToDecimal(LoanInfo.Rows[0]["LoanAmount"]).ToString("n0");
this.lbRate.Text = LoanInfo.Rows[0]["Rate"].ToString() == "" ? "" : Convert.ToDecimal(LoanInfo.Rows[0]["Rate"]).ToString("n3") + "%";
#endregion
}
#region Codes for Stage Progress Bar
DataTable StageProgressData = this.GetStageProgressData(this.iLoanID);
this.rptStageProgressItems.DataSource = StageProgressData;
this.rptStageProgressItems.DataBind();
#endregion
#region 获取当前Point Folder的BranchID
string sSqlx = "select b.BranchId,b.name from PointFiles as a inner join PointFolders as b on a.FolderId = b.FolderId where a.FileId=" + this.iLoanID;
DataTable BranchIDInfo = LPWeb.DAL.DbHelperSQL.ExecuteDataTable(sSqlx);
if (BranchIDInfo.Rows.Count > 0 && BranchIDInfo.Rows[0]["BranchId"].ToString() != "" && BranchIDInfo.Rows[0]["BranchId"].ToString() != "0")
{
this.hdnBranchID.Value = BranchIDInfo.Rows[0]["BranchId"].ToString();
}
else
{
sSqlx = "select BranchID from Loans where FileId=" + this.iLoanID;
DataTable dtLoan = LPWeb.DAL.DbHelperSQL.ExecuteDataTable(sSqlx);
if (dtLoan.Rows.Count > 0 && dtLoan.Rows[0]["BranchID"].ToString() != "" && dtLoan.Rows[0]["BranchID"].ToString() != "0")
{
this.hdnBranchID.Value = dtLoan.Rows[0]["BranchID"].ToString();
}
else
{
sSqlx = "SELECT TOP 1 BranchID FROM Groups WHERE GroupId IN(SELECT GroupID FROM GroupUsers WHERE UserID IN(SELECT UserId FROM LoanTeam WHERE FileId = " + this.iLoanID + " AND RoleId =(SELECT RoleId FROM Roles WHERE [Name]='Loan Officer')))";
DataTable dtGroup = LPWeb.DAL.DbHelperSQL.ExecuteDataTable(sSqlx);
if (dtGroup.Rows.Count > 0 && dtGroup.Rows[0]["BranchID"].ToString() != "" && dtGroup.Rows[0]["BranchID"].ToString() != "0")
{
this.hdnBranchID.Value = dtGroup.Rows[0]["BranchID"].ToString();
}
}
}
#endregion
#region 加载Point File Info
string sSql7 = "Select top 1 * from dbo.lpvw_GetPointFileInfo where FileId=" + this.iLoanID;
DataTable PointFileInfo = LPWeb.DAL.DbHelperSQL.ExecuteDataTable(sSql7);
string sHasPointFile = "False";
if (PointFileInfo.Rows.Count > 0)
{
string sPointFilePath = PointFileInfo.Rows[0]["Path"].ToString();
string sFolderID = PointFileInfo.Rows[0]["FolderId"].ToString();
if (sPointFilePath != string.Empty || sFolderID != string.Empty)
{
sHasPointFile = "True";
}
}
this.hdnHasPointFile.Value = sHasPointFile;
#endregion
#region Context Menu
if (LoanInfo.Rows.Count > 0)
{
string sProspectLoanStatus = LoanInfo.Rows[0]["ProspectLoanStatus"].ToString();
//加载 ArchiveLeadStatus
ArchiveLeadStatus ArchiveLeadStatusMgr = new ArchiveLeadStatus();
DataSet ArchiveLeadStatusList = ArchiveLeadStatusMgr.GetList("isnull([Enabled],0)=1 order by LeadStatusName");
#region Build Sub Menu Item
StringBuilder sbSubMenuItems = new StringBuilder();
if (ArchiveLeadStatusList.Tables[0].Rows.Count > 0)
{
sbSubMenuItems.AppendLine("<ul>");
foreach (DataRow dr in ArchiveLeadStatusList.Tables[0].Rows)
{
string sLeadStatusName1 = dr["LeadStatusName"].ToString();
string sLeadStatusName2 = dr["LeadStatusName"].ToString().Replace("'", "\\'");
sbSubMenuItems.AppendLine("<li><a href=\"\" onclick=\"ChangeStatus('" + sLeadStatusName2 + "'); return false;\">" + sLeadStatusName1 + "</a></li>");
}
sbSubMenuItems.AppendLine("</ul>");
}
#endregion
StringBuilder sbMenuItems = new StringBuilder();
if (sProspectLoanStatus.ToLower() == "active")
{
sbMenuItems.AppendLine("<li><a href=\"\" onclick=\"return false;\">Archive</a>" + sbSubMenuItems + "</li>");
sbMenuItems.AppendLine("<li><a href=\"\" onclick=\"ChangeStatus('Convert'); return false;\">Convert to Loan</a></li>");
}
this.ltrChangeStatusMenuItems.Text = sbMenuItems.ToString();
}
#endregion
#region Actions
LoanTasks LoanTasksMgr = new LoanTasks();
DataTable LastTaskInfo = LoanTasksMgr.GetLoanTaskList(1, " and FileId=" + this.iLoanID + " and Completed is not null", " order by Completed desc");
DataTable NextTaskInfo = LoanTasksMgr.GetLoanTaskList(1, " and FileId=" + this.iLoanID + " and Completed is null", " order by LoanTaskId asc");
if (LastTaskInfo.Rows.Count == 0 && NextTaskInfo.Rows.Count == 0)
{
this.divActions.Visible = false;
}
else
{
if (LastTaskInfo.Rows.Count == 0)
{
this.trLastAction.Visible = false;
}
else
{
this.ltrLastTaskName.Text = LastTaskInfo.Rows[0]["Name"].ToString();
this.ltrLastDueDate.Text = LastTaskInfo.Rows[0]["Due"] == DBNull.Value ? string.Empty : Convert.ToDateTime(LastTaskInfo.Rows[0]["Due"].ToString()).ToLongDateString();
this.ltrLastDueTime.Text = LastTaskInfo.Rows[0]["DueTime"] == DBNull.Value ? string.Empty : TimeSpan.Parse(LastTaskInfo.Rows[0]["DueTime"].ToString()).ToString();
}
if (NextTaskInfo.Rows.Count == 0)
{
this.trNextAction.Visible = false;
}
else
{
this.ltrNextTaskName.Text = NextTaskInfo.Rows[0]["Name"].ToString();
this.ltrNextDueDate.Text = NextTaskInfo.Rows[0]["Due"] == DBNull.Value ? string.Empty : Convert.ToDateTime(NextTaskInfo.Rows[0]["Due"].ToString()).ToLongDateString();
this.ltrNextDueTime.Text = NextTaskInfo.Rows[0]["DueTime"] == DBNull.Value ? string.Empty : TimeSpan.Parse(NextTaskInfo.Rows[0]["DueTime"].ToString()).ToString();
// hidden fields
this.hdnNextTaskID.Value = NextTaskInfo.Rows[0]["LoanTaskId"].ToString();
this.hdnNextTaskOwnerID.Value = NextTaskInfo.Rows[0]["Owner"].ToString();
this.hdnLoginUserID.Value = this.CurrUser.iUserID.ToString();
this.hdnCompleteOtherTask.Value = this.CurrUser.userRole.MarkOtherTaskCompl == true ? "True" : "False";
this.hdnLoanStatus.Value = LoanInfo.Rows[0]["Status"].ToString();
}
}
#endregion
}
protected void Page_Load(object sender, EventArgs e)
{
#region 检查页面参数
// CloseDialogCodes
bool bIsValid = PageCommon.ValidateQueryString(this, "CloseDialogCodes", QueryStringType.String);
if (bIsValid == false)
{
PageCommon.WriteJsEnd(this, "Missing required query string.", "window.parent.location.href=window.parent.location.href");
}
this.sCloseDialogCodes = this.Request.QueryString["CloseDialogCodes"].ToString() + ";";
// RefreshCodes
bIsValid = PageCommon.ValidateQueryString(this, "RefreshCodes", QueryStringType.String);
if (bIsValid == false)
{
PageCommon.WriteJsEnd(this, "Missing required query string.", "window.parent.location.href=window.parent.location.href");
}
this.sRefreshCodes = this.Request.QueryString["RefreshCodes"].ToString() + ";";
if (PageCommon.ValidateQueryString(this, "RefreshCodes", QueryStringType.String))
{
this.sRefreshTabCodes = this.Request.QueryString["RefreshTab"].ToString().Trim() == "" ? "" : (this.Request.QueryString["RefreshTab"].ToString().Trim() + ";");
}
// ProspectID
bIsValid = PageCommon.ValidateQueryString(this, "ProspectID", QueryStringType.ID);
if (bIsValid == false)
{
PageCommon.WriteJsEnd(this, "Missing required query string.", this.sCloseDialogCodes);
}
this.iProspectID = Convert.ToInt32(this.Request.QueryString["ProspectID"]);
#endregion
//权限验证
if (_curLoginUser.userRole.Prospect.ToString().IndexOf('H') == -1) // UpdatePoint
{
btnUpdatePoint.Enabled = false;
}
#region 加载Contact信息
Contacts ContactManager = new Contacts();
DataTable ContactInfo = null;
try
{
ContactInfo = ContactManager.GetContactInfo(this.iProspectID);
}
catch (Exception ex)
{
string sExMsg = string.Format("Exception happened when get contact info (ContactID={0}): {1}", this.iProspectID, ex.Message);
LPLog.LogMessage(LogType.Logerror, ex.Message);
PageCommon.WriteJsEnd(this, "Exception happened when get contact info.", this.sCloseDialogCodes);
}
if (ContactInfo.Rows.Count == 0)
{
PageCommon.WriteJsEnd(this, "Invalid contact id.", this.sCloseDialogCodes);
}
#endregion
#region 加载Prospect信息
Prospect ProspectManager = new Prospect();
DataTable ProspectInfo = null;
try
{
ProspectInfo = ProspectManager.GetProspectInfo(this.iProspectID);
}
catch (Exception ex)
{
string sExMsg = string.Format("Exception happened when get prospect info (ContactID={0}): {1}", this.iProspectID, ex.Message);
LPLog.LogMessage(LogType.Logerror, ex.Message);
PageCommon.WriteJsEnd(this, "Exception happened when get prospect info.", this.sCloseDialogCodes);
}
if (ProspectInfo.Rows.Count == 0)
{
PageCommon.WriteJsEnd(this, "Invalid prospect id.", this.sCloseDialogCodes);
}
#region 加载Create By
Users UserManager = new Users();
string sCreatedBy = ProspectInfo.Rows[0]["CreatedBy"].ToString();
int iCreatedBy = 0; //Convert.ToInt32(sCreatedBy);
if (sCreatedBy != string.Empty)
{
iCreatedBy = Convert.ToInt32(sCreatedBy);
DataTable CreatedByInfo = UserManager.GetUserInfo(iCreatedBy);
if (CreatedByInfo.Rows.Count == 0)
{
this.lbCreatedBy.Text = string.Empty;
}
else
{
this.lbCreatedBy.Text = CreatedByInfo.Rows[0]["LastName"].ToString() + ", " + CreatedByInfo.Rows[0]["FirstName"].ToString();
}
}
else
{
this.lbCreatedBy.Text = string.Empty;
}
#endregion
#region 加载Create By
string sModifiedBy = ProspectInfo.Rows[0]["ModifiedBy"].ToString();
if (sModifiedBy != string.Empty)
{
DataTable ModifiedByInfo = UserManager.GetUserInfo(Convert.ToInt32(sModifiedBy));
if (ModifiedByInfo.Rows.Count == 0)
{
this.lbModifiedBy.Text = string.Empty;
}
else
{
this.lbModifiedBy.Text = ModifiedByInfo.Rows[0]["LastName"].ToString() + ", " + ModifiedByInfo.Rows[0]["FirstName"].ToString();
}
}
else
{
this.lbModifiedBy.Text = string.Empty;
}
#endregion
#endregion
// Old Status
this.hdnOldStatus.Value = ProspectInfo.Rows[0]["Status"].ToString();
if (this.IsPostBack == false)
{
USStates.Init(ddlState);
#region 加载Loan Officer列表
DataTable LoanOfficerList = this.GetLoanOfficerList(iCreatedBy);
this.ddlLoanOfficer.DataSource = LoanOfficerList;
this.ddlLoanOfficer.DataBind();
#endregion
#region 加载Lead Source列表
Company_Lead_Sources LeadSourceManager = new Company_Lead_Sources();
DataTable LeadSourceList = LeadSourceManager.GetList("1=1 order by LeadSource").Tables[0];
DataRow NewLeadSourceRow = LeadSourceList.NewRow();
NewLeadSourceRow["LeadSourceID"] = DBNull.Value;
NewLeadSourceRow["LeadSource"] = "-- select --";
LeadSourceList.Rows.InsertAt(NewLeadSourceRow, 0);
this.ddlLeadSource.DataSource = LeadSourceList;
this.ddlLeadSource.DataBind();
#endregion
#region 绑定Prospect数据
// Loan Officer
this.ddlLoanOfficer.SelectedValue = ProspectInfo.Rows[0]["LoanOfficer"].ToString();
hfLoanOfficer.Value = ProspectInfo.Rows[0]["LoanOfficer"].ToString();
this.txtRefCode.Text = ProspectInfo.Rows[0]["ReferenceCode"].ToString();
this.ddlStatus.SelectedValue = ProspectInfo.Rows[0]["Status"].ToString();
ListItem item = this.ddlCreditRanking.Items.FindByValue(string.Format("{0}", ProspectInfo.Rows[0]["CreditRanking"]));
if (null != item)
{
this.ddlCreditRanking.ClearSelection();
item.Selected = true;
}
item = this.ddlPreferredContact.Items.FindByValue(string.Format("{0}", ProspectInfo.Rows[0]["PreferredContact"]));
if (null != item)
{
this.ddlPreferredContact.ClearSelection();
item.Selected = true;
}
this.ddlLeadSource.SelectedValue = ProspectInfo.Rows[0]["LeadSource"].ToString();
this.lbCreatedOn.Text = ProspectInfo.Rows[0]["Created"].ToString();
this.lbModifiedOn.Text = ProspectInfo.Rows[0]["Modifed"].ToString();
//Get referral contact name
int iReferralId = 0;
if (ProspectInfo.Rows[0]["Referral"].ToString() != "" && int.TryParse(ProspectInfo.Rows[0]["Referral"].ToString(), out iReferralId))
{
this.txbReferral.Text = ContactManager.GetContactName(iReferralId);
this.hdnReferralID.Value = iReferralId.ToString();
}
#endregion
#region 绑定Contact数据
this.txtFirstName.Text = ContactInfo.Rows[0]["FirstName"].ToString();
this.txtMiddleName.Text = ContactInfo.Rows[0]["MiddleName"].ToString();
this.txtLastName.Text = ContactInfo.Rows[0]["LastName"].ToString();
this.ddlTitle.SelectedValue = ContactInfo.Rows[0]["Title"].ToString();
this.txtGenerationCode.Text = ContactInfo.Rows[0]["GenerationCode"].ToString();
this.txtSSN.Text = ContactInfo.Rows[0]["SSN"].ToString();
this.txtHomePhone.Text = ContactInfo.Rows[0]["HomePhone"].ToString();
this.txtCellPhone.Text = ContactInfo.Rows[0]["CellPhone"].ToString();
this.txtBizPhone.Text = ContactInfo.Rows[0]["BusinessPhone"].ToString();
this.txtFax.Text = ContactInfo.Rows[0]["Fax"].ToString();
this.txtAddress.Text = ContactInfo.Rows[0]["MailingAddr"].ToString();
this.txtCity.Text = ContactInfo.Rows[0]["MailingCity"].ToString();
this.ddlState.SelectedValue = ContactInfo.Rows[0]["MailingState"].ToString();
this.txtZip.Text = ContactInfo.Rows[0]["MailingZip"].ToString();
this.txtEmail.Text = ContactInfo.Rows[0]["Email"].ToString();
if (ContactInfo.Rows[0]["DOB"] == DBNull.Value)
{
this.txtDOB.Text = string.Empty;
}
else
{
this.txtDOB.Text = Convert.ToDateTime(ContactInfo.Rows[0]["DOB"]).ToShortDateString();
}
this.txtExperianScore.Text = ContactInfo.Rows[0]["Experian"].ToString();
this.txtTransUnitScore.Text = ContactInfo.Rows[0]["TransUnion"].ToString();
this.txtEquifaxScore.Text = ContactInfo.Rows[0]["Equifax"].ToString();
#endregion
}
}