public async Task <IActionResult> UpdateEndorsement(LeadEndorsementVM leadEndorsementVM, IFormCollection formCollection)
{
var userId = User.FindFirst(ClaimTypes.NameIdentifier).Value;
LeadEndorsement leadEndorsement = new LeadEndorsement();
leadEndorsement = leadEndorsementVM.leadEndorsement;
leadEndorsement.EndDate = Convert.ToDateTime(formCollection["EndDate"].ToString());
leadEndorsement.IsDeleted = false;
leadEndorsement.ModifiedBy = Guid.Parse(userId);
leadEndorsement.DateModified = DateTime.Now;
leadEndorsement.StartDate = Convert.ToDateTime(formCollection["StartDate"].ToString());
leadEndorsement.Agents = Util.getAgents(formCollection);
_context.Update(leadEndorsement);
await _context.SaveChangesAsync();
StatusMessage = StaticContent.LEAD_ENDORSEMENT_UPDATE_MESSAGE;
ViewData["StatusMessage"] = StatusMessage;
var routeValues = new RouteValueDictionary {
{ "id", leadEndorsement.ClientId },
{ "IsOpen", "policies" }
};
return(RedirectToAction("Details", "Client", routeValues));
}
public async Task <IActionResult> createEndorsement(string pid)
{
LeadEndorsementVM leadEndorsementVM = new LeadEndorsementVM();
leadEndorsementVM = await GetEndorsementData(pid, "");
return(PartialView("AddLeadEndorsementView", leadEndorsementVM));
}
public async Task <IActionResult> GetEndorsementById(string id)
{
LeadEndorsementVM leadEndorsementVM = new LeadEndorsementVM();
leadEndorsementVM = await GetEndorsementData("", id);
return(PartialView("EndorsementPartialView", leadEndorsementVM));
}
public async Task <IActionResult> AddEndorsement(LeadEndorsementVM leadEndorsementVM, IFormCollection formCollection)
{
Guid ClientId = Guid.Parse(formCollection["policy.ClientId"].ToString());
var userId = User.FindFirst(ClaimTypes.NameIdentifier).Value;
var pid = formCollection["policy.Id"].ToString();
var policy = _context.Policies.Where(p => p.Id == Guid.Parse(pid)).FirstOrDefault();
var lpolicy = _context.LeadPolicies.Where(l => l.Id == policy.LeadId).FirstOrDefault();
LeadEndorsement leadEndorsement = new LeadEndorsement();
leadEndorsement.Id = Guid.NewGuid();
leadEndorsement.ClientId = ClientId;
leadEndorsement.Commission = leadEndorsementVM.leadEndorsement.Commission;
leadEndorsement.Description = leadEndorsementVM.leadEndorsement.Description;
leadEndorsement.CreatedBy = Guid.Parse(userId);
leadEndorsement.DateCreated = DateTime.Now;
leadEndorsement.DateModified = DateTime.Now;
leadEndorsement.DateUpdated = DateTime.Now;
leadEndorsement.EndDate = Convert.ToDateTime(formCollection["EndDate"].ToString());
leadEndorsement.GrossPremium = leadEndorsementVM.leadEndorsement.GrossPremium;
leadEndorsement.IsDeleted = false;
leadEndorsement.ModifiedBy = Guid.Parse(userId);
leadEndorsement.NetPremium = leadEndorsementVM.leadEndorsement.NetPremium;
leadEndorsement.OrganisationId = Guid.Parse(formCollection["policy.OrganisationId"].ToString());
leadEndorsement.PolicyClassId = policy.PolicyClassId;
leadEndorsement.StartDate = Convert.ToDateTime(formCollection["StartDate"].ToString());
leadEndorsement.Status = "New";
leadEndorsement.InsurerMasterId = policy.InsurerMasterId;
leadEndorsement.Currency = policy.Currency;
leadEndorsement.TranscationType = leadEndorsementVM.leadEndorsement.TranscationType;
///get Agents
leadEndorsement.Agents = Util.getAgents(formCollection);
leadEndorsement.LeadId = policy.LeadId;
leadEndorsement.PolicyId = policy.Id;
_context.Add(leadEndorsement);
policy.LeadEndorsementId = leadEndorsement.Id;
lpolicy.LeadEndorsementId = leadEndorsement.Id;
int cnt = Convert.ToInt32(policy.EndorsementCount);
cnt++;
policy.EndorsementCount = cnt;
_context.Update(policy);
_context.Update(lpolicy);
await _context.SaveChangesAsync();
StatusMessage = StaticContent.LEAD_ENDORSEMENT_CREATE_MESSAGE;
ViewData["StatusMessage"] = StatusMessage;
var routeValues = new RouteValueDictionary {
{ "id", ClientId },
{ "IsOpen", "leads" }
};
return(RedirectToAction("Details", "Client", routeValues));
}
private async Task <LeadEndorsementVM> GetEndorsementData(string policyId, string leid)
{
getInsurerMasterData();
getPolicyMasterData();
getCurrencyList();
LeadEndorsementVM leadEndorsementVM = new LeadEndorsementVM();
if (string.IsNullOrEmpty(leid))
{
leadEndorsementVM.leadEndorsement = new LeadEndorsement();
}
else
{
leadEndorsementVM.leadEndorsement = _context.LeadEndorsements.Where(l => l.Id == Guid.Parse(leid)).FirstOrDefault();
leadEndorsementVM.startDate = leadEndorsementVM.leadEndorsement.StartDate.ToString("yyyy-MM-dd");
leadEndorsementVM.endDate = leadEndorsementVM.leadEndorsement.EndDate.ToString("yyyy-MM-dd");
leadEndorsementVM.AgentList = Util.getAgentListFromJson(leadEndorsementVM.leadEndorsement.Agents);
}
if (!string.IsNullOrEmpty(policyId))
{
leadEndorsementVM.policy = _context.Policies.Where(p => p.Id == Guid.Parse(policyId)).FirstOrDefault();
}
else
{
leadEndorsementVM.policy = _context.Policies.Where(p => p.Id == leadEndorsementVM.leadEndorsement.PolicyId).FirstOrDefault();
}
var lpData = new List <dynamic>();
var policyMaster = await _context.PolicyClassMaster.ToListAsync();
List <LeadPolicyField> leadPolicyFields = await _context.LeadPolicyFields.Where(f => f.PolicyClassId == leadEndorsementVM.policy.PolicyClassId).ToListAsync();
List <LeadPolicyData> leadsData = await _context.LeadPolicyData.Where(l => l.LeadiId == leadEndorsementVM.policy.LeadId).ToListAsync();
leadEndorsementVM.policy.AgentList = Util.getAgentListFromJson(leadEndorsementVM.policy.Agents);
leadEndorsementVM.policy.PolicyName = Util.GetPolicyName(policyMaster, leadEndorsementVM.policy.PolicyClassId);
var globalInsurerId = _context.InsurerMasters.Where(i => i.Id == leadEndorsementVM.policy.InsurerMasterId).FirstOrDefault().GlobalInsurerId;
leadEndorsementVM.policy.InsurerName = Util.GetInsurerName(_context, globalInsurerId);
leadEndorsementVM.policy.AgentList = Util.getAgentListFromJson(leadEndorsementVM.policy.Agents);
foreach (LeadPolicyField lpf in leadPolicyFields)
{
dynamic DyObj = new ExpandoObject();
foreach (LeadPolicyData lpd in leadsData)
{
if (lpd.LeadPolicyFieldId == lpf.Id)
{
DyObj.FieldName = lpf.FieldName;
DyObj.DisplayName = lpf.DisplayName;
DyObj.FieldType = lpf.FieldType;
DyObj.FieldValue = lpd.Data;
DyObj.FieldName = lpf.FieldName;
lpData.Add(DyObj);
}
}
}
ViewBag.LeadsData = lpData;
return(leadEndorsementVM);
}
