public static LeadSourceMaster Save(LeadSourceMaster objleadSource)
{
if (objleadSource.LeadSourceId == 0)
{
//objProducer.InsertBy = Convert.ToInt32(HttpContext.Current.User.Identity.Name);
objleadSource.InsertDate = DateTime.Now;
objleadSource.InsertMachineInfo = HttpContext.Current.Request.ServerVariables["REMOTE_ADDR"].ToString();
DbContextHelper.DbContext.Add(objleadSource);
}
//secUser.UpdatedBy = Convert.ToInt32(HttpContext.Current.User.Identity.Name);
objleadSource.UpdateMachineIfo = HttpContext.Current.Request.ServerVariables["REMOTE_ADDR"].ToString();
objleadSource.UpdateDate = DateTime.Now;
DbContextHelper.DbContext.SaveChanges();
return(objleadSource);
}
protected void btnSave_Click(object sender, EventArgs e)
{
lblError.Text = string.Empty;
lblError.Visible = false;
lblSave.Text = string.Empty;
lblSave.Visible = false;
lblMessage.Visible = false;
lblMessage.Text = string.Empty;
int clientID = Core.SessionHelper.getClientId();
try {
using (TransactionScope scope = new TransactionScope()) {
bool exists = LeadSourceManager.IsExist(txtLeadSource.Text.Trim(), Convert.ToInt32(hdId.Value));
if (exists)
{
lblMessage.Text = "Lead Source already exists!";
lblMessage.Visible = true;
txtLeadSource.Focus();
return;
}
LeadSourceMaster lSource = LeadSourceManager.GetLeadSourceId(Convert.ToInt32(hdId.Value));
lSource.LeadSourceName = txtLeadSource.Text;
lSource.ClientId = clientID;
lSource.Status = true;
LeadSourceManager.Save(lSource);
lblSave.Text = hdId.Value == "0" ? "Lead Source saved successfully." : "Lead Source updated successfully.";
btnCancel_Click(null, null);
lblSave.Visible = true;
scope.Complete();
}
clearFields();
}
catch (Exception ex) {
lblError.Visible = true;
lblError.Text = "Lead Source not saved!";
Core.EmailHelper.emailError(ex);
}
}
private void copyLeadSource(int sourceClientID, int targetClientID, int userID)
{
List <LeadSourceMaster> sources = LeadSourceManager.GetAll(sourceClientID);
LeadSourceMaster newSource = null;
if (sources != null)
{
foreach (LeadSourceMaster source in sources)
{
newSource = new LeadSourceMaster();
newSource.ClientId = targetClientID;
newSource.InsertBy = userID;
newSource.InsertDate = DateTime.Now;
newSource.LeadSourceName = source.LeadSourceName;
newSource.Status = source.Status;
LeadSourceManager.Save(newSource);
}
}
}
protected void gv_RowCommand(object sender, GridViewCommandEventArgs e)
{
lblError.Text = string.Empty;
lblSave.Text = string.Empty;
lblMessage.Text = string.Empty;
lblMessage.Visible = false;
lblError.Visible = false;
lblSave.Visible = false;
if (e.CommandName.Equals("DoEdit"))
{
int leadSourceId = Convert.ToInt32(e.CommandArgument);
hdId.Value = leadSourceId.ToString();
LeadSourceMaster leadSource = LeadSourceManager.GetLeadSourceId(leadSourceId);
if (leadSource != null)
{
txtLeadSource.Text = leadSource.LeadSourceName;
}
}
else if (e.CommandName.Equals("DoDelete"))
{
// In Case of delete
try {
var lSource = LeadSourceManager.GetLeadSourceId(Convert.ToInt32(e.CommandArgument));
lSource.Status = false;
LeadSourceManager.Save(lSource);
btnCancel_Click(null, null);
lblSave.Text = "Lead Source deleted successfully.";
lblSave.Visible = true;
}
catch (Exception ex) {
lblError.Text = "Lead Source not deleted!";
lblError.Visible = true;
Core.EmailHelper.emailError(ex);
}
}
}
private void copyLeadSource(int sourceClientID, int targetClientID, int userID)
{
List<LeadSourceMaster> sources = LeadSourceManager.GetAll(sourceClientID);
LeadSourceMaster newSource = null;
if (sources != null) {
foreach(LeadSourceMaster source in sources){
newSource = new LeadSourceMaster();
newSource.ClientId = targetClientID;
newSource.InsertBy = userID;
newSource.InsertDate = DateTime.Now;
newSource.LeadSourceName = source.LeadSourceName;
newSource.Status = source.Status;
LeadSourceManager.Save(newSource);
}
}
}
protected void UploadTemplate1()
{
// original format designed by Vivek
int adjusterID = 0;
lblSave.Text = string.Empty;
lblSave.Visible = false;
lblError.Text = string.Empty;
lblError.Visible = false;
lblMessage.Text = string.Empty;
lblMessage.Visible = false;
// 2013-02-09 tortega -- Added data validation prior to import. File is not aborted in the event of incorrect data.
string str = null;
int clientID = Core.SessionHelper.getClientId();
// assume homeowner
int policyType = 1;
DateTime DateSubmitted = DateTime.Now;
try {
if (FileUpload1.HasFile) {
string ext = System.IO.Path.GetExtension(FileUpload1.PostedFile.FileName);
string ActualFileName = FileUpload1.PostedFile.FileName.Substring(FileUpload1.PostedFile.FileName.LastIndexOf(@"\") + 1);
string FileNameWithoutExt = ActualFileName.Replace(ext, "");
if (ext == ".csv") {
if (!Directory.Exists(Server.MapPath("~//CSVLoad//"))) {
Directory.CreateDirectory(Server.MapPath("~//CSVLoad//"));
}
FileUpload1.SaveAs(Server.MapPath("~//CSVLoad//" + FileUpload1.FileName));
DataTable table = CSVReader.ReadCSVFile(Server.MapPath("~//CSVLoad//" + FileUpload1.FileName), true);
using (TransactionScope scope = new TransactionScope()) {
Leads objLead = null;
for (int i = 0; i < table.Rows.Count; i++) {
objLead = new Leads();
objLead.OriginalLeadDate = DateTime.Now;
objLead.UserId = Convert.ToInt32(Session["UserId"]);
if (table.Rows[i]["DateSubmitted"] != string.Empty) {
DateTime.TryParse(table.Rows[i]["DateSubmitted"].ToString(), out DateSubmitted);
objLead.DateSubmitted = DateSubmitted;
}
str = table.Rows[i]["LFUUID"].ToString();
if (str.Length > 50)
objLead.LFUUID = table.Rows[i]["LFUUID"].ToString().Substring(0, 50);
else
objLead.LFUUID = table.Rows[i]["LFUUID"].ToString();
if (table.Rows[i]["Original Lead Date"] != string.Empty) {
objLead.OriginalLeadDate = Convert.ToDateTime(table.Rows[i]["Original Lead Date"]);
}
if (table.Rows[i]["Last Name"] != string.Empty) {
str = table.Rows[i]["Last Name"].ToString();
if (str.Length > 50)
objLead.ClaimantLastName = table.Rows[i]["Last Name"].ToString().Substring(0, 50);
else
objLead.ClaimantLastName = table.Rows[i]["Last Name"].ToString();
}
if (table.Rows[i]["First Name"] != string.Empty) {
str = table.Rows[i]["First Name"].ToString();
if (str.Length > 50)
objLead.ClaimantFirstName = table.Rows[i]["First Name"].ToString().Substring(0, 50);
else
objLead.ClaimantFirstName = table.Rows[i]["First Name"].ToString();
}
if (table.Rows[i]["Email Address"] != string.Empty) {
str = table.Rows[i]["Email Address"].ToString();
if (str.Length > 100)
objLead.EmailAddress = str.Substring(0, 100);
else
objLead.EmailAddress = str;
}
if (table.Rows[i]["Secondary Email"] != string.Empty) {
str = table.Rows[i]["Secondary Email"].ToString();
if (str.Length > 100)
objLead.SecondaryEmail = str.Substring(0, 100);
else
objLead.SecondaryEmail = str;
}
if (table.Rows[i]["Adjuster"] != string.Empty) {
string adjusterName = table.Rows[i]["Adjuster"].ToString();
AdjusterMaster adjuster = null;
if (!string.IsNullOrEmpty(adjusterName)) {
adjuster = AdjusterManager.GetByAdjusterName(adjusterName.Trim());
if (adjuster.AdjusterId == 0) {
// add adjuster
adjuster = new AdjusterMaster();
adjuster.Status = true;
adjuster.AdjusterName = adjusterName.Trim();
adjuster.ClientId = clientID;
adjuster.InsertBy = objLead.UserId;
adjuster.InsertDate = DateTime.Now;
adjuster.isEmailNotification = true;
adjuster = AdjusterManager.Save(adjuster);
}
adjusterID = adjuster.AdjusterId;
}
}
if (table.Rows[i]["Lead Source"] != string.Empty) {
string sourceName = table.Rows[i]["Lead Source"].ToString();
var id = LeadSourceManager.GetByLeadSourceName(sourceName);
if (id.LeadSourceId > 0)
objLead.LeadSource = id.LeadSourceId;
else {
// add source
LeadSourceMaster leadSource = new LeadSourceMaster();
if (clientID > 0)
leadSource.ClientId = clientID;
leadSource.InsertBy = Core.SessionHelper.getUserId();
leadSource.InsertDate = DateTime.Now;
leadSource.LeadSourceName = sourceName.Length > 100 ? sourceName.Substring(0, 100) : sourceName;
leadSource.Status = true;
LeadSourceMaster newLeadSource = LeadSourceManager.Save(leadSource);
objLead.LeadSource = newLeadSource.LeadSourceId;
}
}
if (table.Rows[i]["Primary Producer"] != string.Empty) {
var id = ProducerManager.GetByProducerName(table.Rows[i]["Primary Producer"].ToString());
if (id != null && id.ProducerId > 0)
objLead.PrimaryProducerId = id.ProducerId;
else {
ProducerMaster producer = AddProducer(objLead, table.Rows[i]["Primary Producer"].ToString());
objLead.PrimaryProducerId = producer.ProducerId;
}
}
if (table.Rows[i]["Secondary Producer"] != string.Empty) {
var id = SecondaryProducerManager.GetBySecondaryProducerName(table.Rows[i]["Secondary Producer"].ToString());
if (id != null && id.SecondaryProduceId > 0)
objLead.SecondaryProducerId = id.SecondaryProduceId;
else {
ProducerMaster producer = AddProducer(objLead, table.Rows[i]["Secondary Producer"].ToString());
objLead.SecondaryProducerId = producer.ProducerId;
}
}
if (table.Rows[i]["Inspector Name"] != string.Empty) {
var id = InspectorManager.GetByName(table.Rows[i]["Inspector Name"].ToString());
if (id != null && id.InspectorId > 0)
objLead.InspectorName = id.InspectorId;
else {
InspectorMaster inspector = AddInspector(objLead, table.Rows[i]["Inspector Name"].ToString());
objLead.InspectorName = inspector.InspectorId;
}
}
if (table.Rows[i]["Inspector Cell"] != string.Empty) {
str = table.Rows[i]["Inspector Cell"].ToString();
if (str.Length > 20)
str = objLead.InspectorCell = table.Rows[i]["Inspector Cell"].ToString().Substring(0, 20);
else
objLead.InspectorCell = table.Rows[i]["Inspector Cell"].ToString();
}
if (table.Rows[i]["Inspector Email"] != string.Empty) {
str = table.Rows[i]["Inspector Email"].ToString(); ;
if (str.Length > 100)
objLead.InspectorEmail = table.Rows[i]["Inspector Email"].ToString().Substring(0, 100);
else
objLead.InspectorEmail = table.Rows[i]["Inspector Email"].ToString();
}
if (table.Rows[i]["Phone Number"] != string.Empty) {
str = table.Rows[i]["Phone Number"].ToString();
if (str.Length > 20)
objLead.PhoneNumber = table.Rows[i]["Phone Number"].ToString().Substring(0, 20);
else
objLead.PhoneNumber = table.Rows[i]["Phone Number"].ToString();
}
if (table.Rows[i]["Secondary Phone"] != string.Empty) {
str = table.Rows[i]["Secondary Phone"].ToString();
if (str.Length > 20)
objLead.SecondaryPhone = str.Substring(0, 20);
else
objLead.SecondaryPhone = str;
}
//if (table.Rows[i]["Webform Source"] != string.Empty) {
// //objLead.WebformSource = table.Rows[i]["Webform Source"].ToString();
// var id = WebFormSourceManager.GetByName(table.Rows[i]["Webform Source"].ToString());
// if (id != null && id.WebformSourceId > 0)
// objLead.WebformSource = id.WebformSourceId;
//}
if (!string.IsNullOrEmpty(table.Rows[i]["Type of Damage"].ToString())) {
//objLead.TypeOfDamage = table.Rows[i]["Type of Damage"].ToString();
var id = TypeofDamageManager.getbyTypeOfDamage(table.Rows[i]["Type of Damage"].ToString());
objLead.TypeOfDamage = id.TypeOfDamage;
//string dmgid = string.Empty;
//string[] dmg = table.Rows[i]["Type of Damage"].ToString().Split(',');
//for (int d = 0; d < dmg.Length; d++) {
// string dmgtext = dmg[d];
// var dmgdata = TypeofDamageManager.getbyTypeOfDamage(dmgtext);
// if (dmgdata != null && dmgdata.TypeOfDamage != null && dmgdata.TypeOfDamage.ToString() != string.Empty) {
// dmgid += dmgdata.TypeOfDamageId + ",";
// }
// else {
// TypeOfDamageMaster objdmg = new TypeOfDamageMaster();
// objdmg.TypeOfDamage = dmgtext.Length > 100 ? dmgtext.Substring(0, 100) : dmgtext;
// objdmg.Status = true;
// TypeOfDamageMaster sv = TypeofDamageManager.Save(objdmg);
// dmgid += sv.TypeOfDamageId + ",";
// }
//}
//objLead.TypeOfDamage = dmgid;
str = table.Rows[i]["Type of Damage"].ToString();
if (str.Length > 250)
objLead.TypeofDamageText = table.Rows[i]["Type of Damage"].ToString().Substring(0, 250);
else
objLead.TypeofDamageText = table.Rows[i]["Type of Damage"].ToString();
//string Damagetxt = string.Empty;
//string DamageId = string.Empty;
//for (int j = 0; j < chkTypeOfDamage.Items.Count; j++)
//{
// if (chkTypeOfDamage.Items[j].Selected == true)
// {
// Damagetxt += chkTypeOfDamage.Items[j].Text + ',';
// DamageId += chkTypeOfDamage.Items[j].Value + ',';
// }
//}
}
if (!string.IsNullOrEmpty(table.Rows[i]["Type of Property"].ToString())) {
var id = PropertyTypeManager.GetByPropertyName(table.Rows[i]["Type of Property"].ToString());
if (id != null && id.TypeOfPropertyId > 0) {
objLead.TypeOfProperty = id.TypeOfPropertyId;
if (id.TypeOfProperty.Contains("Home"))
policyType = 1;
if (id.TypeOfProperty.Contains("Commercial"))
policyType = 2;
if (id.TypeOfProperty.Contains("Flood"))
policyType = 3;
if (id.TypeOfProperty.Contains("Earthquake"))
policyType = 4;
}
}
if (table.Rows[i]["Market Value"] != string.Empty) {
decimal MarketValue = 0;
decimal.TryParse(table.Rows[i]["Market Value"].ToString(), out MarketValue);
objLead.MarketValue = MarketValue; //Convert.ToDecimal(table.Rows[i]["Market Value"]);
}
if (table.Rows[i]["Loss Address"] != string.Empty) {
str = table.Rows[i]["Loss Address"].ToString();
if (str.Length > 100)
objLead.LossAddress = str.Substring(0, 100);
else
objLead.LossAddress = str;
}
if (table.Rows[i]["City"] != string.Empty)
objLead.CityName = table.Rows[i]["City"].ToString();
if (table.Rows[i]["State"] != string.Empty)
objLead.StateName = table.Rows[i]["State"].ToString();
if (table.Rows[i]["Zip"] != string.Empty)
objLead.Zip = table.Rows[i]["Zip"].ToString();
if (table.Rows[i]["Property Damage Estimate"] != string.Empty) {
decimal PropertyDamageEstimate = 0;
decimal.TryParse(table.Rows[i]["Property Damage Estimate"].ToString(), out PropertyDamageEstimate);
objLead.PropertyDamageEstimate = PropertyDamageEstimate;// Convert.ToDecimal(table.Rows[i]["Property Damage Estimate"]);
}
//if (table.Rows[i]["Habitable"] != string.Empty) {
// //objLead.Habitable = table.Rows[i]["Habitable"].ToString();
// var id = HabitableManager.GetbyHabitable(table.Rows[i]["Habitable"].ToString());
// if (id != null && id.HabitableId > 0)
// objLead.Habitable = id.HabitableId;
//}
//if (table.Rows[i]["Wind Policy"] != string.Empty) {
// //objLead.WindPolicy = table.Rows[i]["Wind Policy"].ToString();
// //var id = WindPolicyManager.getbyWindPolicy(table.Rows[i]["Habitable"].ToString());
// var id = WindPolicyManager.getbyWindPolicy(table.Rows[i]["Wind Policy"].ToString());
// if (id != null && id.WindPolicyId > 0)
// objLead.WindPolicy = id.WindPolicyId;
//}
//if (table.Rows[i]["Flood Policy"] != string.Empty) {
// //objLead.FloodPolicy = table.Rows[i]["Flood Policy"].ToString();
// var id = FloodPolicyManager.GetByFloodPolicy(table.Rows[i]["Flood Policy"].ToString());
// if (id != null && id.FloodPolicyId > 0)
// objLead.FloodPolicy = id.FloodPolicyId;
//}
if (table.Rows[i]["Owner First Name"] != string.Empty)
if (table.Rows[i]["Owner First Name"].ToString().Length > 50)
objLead.OwnerFirstName = table.Rows[i]["Owner First Name"].ToString().Substring(0, 50);
else
objLead.OwnerFirstName = table.Rows[i]["Owner First Name"].ToString();
if (table.Rows[i]["Owner Last Name"] != string.Empty) {
str = table.Rows[i]["Owner Last Name"].ToString();
objLead.OwnerLastName = str.Length > 50 ? str.Substring(0, 50) : str;
}
if (table.Rows[i]["Owner Phone Number"] != string.Empty) {
str = table.Rows[i]["Owner Phone Number"].ToString();
objLead.OwnerPhone = str.Length > 15 ? str.Substring(0, 15) : str;
}
if (table.Rows[i]["Last Contact Date"] != string.Empty)
objLead.LastContactDate = Convert.ToDateTime(table.Rows[i]["Last Contact Date"].ToString());
if (table.Rows[i]["Personal Referral"] != string.Empty) {
str = table.Rows[i]["Personal Referral"].ToString();
objLead.HearAboutUsDetail = str.Length > 250 ? str.Substring(0, 250) : str;
}
StatusMaster statusMaster = null;
if (table.Rows[i]["Status"] != string.Empty) {
string statusName = table.Rows[i]["Status"].ToString();
statusName = statusName.Length > 100 ? statusName.Substring(0, 100) : statusName;
statusMaster = StatusManager.GetByStatusName(statusName);
if (statusMaster.StatusId == 0) {
statusMaster = new StatusMaster();
statusMaster.clientID = clientID;
statusMaster.InsertBy = objLead.UserId;
statusMaster.InsertDate = DateTime.Now;
statusMaster.isCountable = true;
statusMaster.isCountAsOpen = true;
statusMaster.Status = true;
statusMaster.StatusName = statusName;
statusMaster = StatusManager.Save(statusMaster);
}
}
objLead.Status = 1;
objLead.InsertBy = objLead.UserId;
// 2013-08-29 tortega
if (clientID > 0)
objLead.ClientID = clientID;
Leads newLead = LeadsManager.Save(objLead);
if (newLead != null) {
LeadComment objLeadComment = null;
// add policy
CRM.Data.Entities.LeadPolicy policy = new CRM.Data.Entities.LeadPolicy();
policy.PolicyType = 1;
policy.LeadId = newLead.LeadId;
policy.IsActive = true;
policy.isAllDocumentUploaded = false;
if (statusMaster != null)
policy.LeadStatus = statusMaster.StatusId;
if (adjusterID > 0)
policy.AdjusterID = adjusterID;
if (table.Rows[i]["Claims Number"] != string.Empty)
policy.ClaimNumber = table.Rows[i]["Claims Number"].ToString();
if (table.Rows[i]["Site Survey Date"] != string.Empty)
policy.SiteSurveyDate = Convert.ToDateTime(table.Rows[i]["Site Survey Date"].ToString());
LeadPolicyManager.Save(policy);
if (!string.IsNullOrEmpty(table.Rows[i]["Reported to Insurer"].ToString())) {
objLeadComment = new LeadComment();
int LeadID = objLead.LeadId;
objLeadComment.LeadId = LeadID;
objLeadComment.UserId = objLead.UserId;
objLeadComment.Status = 1;
// 2013-08-29 tortega
objLeadComment.PolicyType = policyType;
str = table.Rows[i]["Reported to Insurer"].ToString();
if (str.Length > 8000)
objLeadComment.CommentText = "Reported to Insurer " + str.Substring(0, 8000);
else
objLeadComment.CommentText = "Reported to Insurer " + str;
LeadComment objld = LeadCommentManager.Save(objLeadComment);
}
if (!string.IsNullOrEmpty(table.Rows[i]["Claimant Comments"].ToString())) {
objLeadComment = new LeadComment();
int LeadID = objLead.LeadId;
objLeadComment.LeadId = LeadID;
objLeadComment.UserId = objLead.UserId;
objLeadComment.Status = 1;
// 2013-08-29 tortega
objLeadComment.PolicyType = policyType;
str = table.Rows[i]["Claimant Comments"].ToString();
if (str.Length > 8000)
objLeadComment.CommentText = str.Substring(0, 8000);
else
objLeadComment.CommentText = str;
LeadComment objld = LeadCommentManager.Save(objLeadComment);
}
}
} //for (int i = 0; i < table.Rows.Count; i++) {
scope.Complete();
}
string rootFolderPath = Server.MapPath("~//CSVLoad//");
string filesToDelete = FileUpload1.FileName;
string[] fileList = System.IO.Directory.GetFiles(rootFolderPath, filesToDelete);
foreach (string file in fileList) {
System.IO.File.Delete(file);
}
lblSave.Text = "Data Saved Successfully !!!";
lblSave.Visible = true;
}
}
}
catch (Exception ex) {
lblError.Text = "There Is a problem in data save !!!";
lblError.Visible = true;
Core.EmailHelper.emailError(ex);
}
}