/// <summary>
/// Gets the matters for the selected client.
/// </summary>
private void GetClientMatters(Guid memberId, Guid organisationId)
{
_ddlClientMatters.Items.Clear();
if (_ddlClients.Items.Count > 0)
{
MatterServiceClient matterService = null;
try
{
matterService = new MatterServiceClient();
MatterSearchReturnValue matterReturnValue = new MatterSearchReturnValue();
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.ForceRefresh = true;
MatterSearchCriteria criteria = new MatterSearchCriteria();
criteria.MemberId = memberId;
criteria.OrganisationId = organisationId;
matterReturnValue = matterService.MatterSearch(_logonId,
collectionRequest, criteria);
if (matterReturnValue.Success)
{
if (matterReturnValue.Matters.Rows.Length > 0)
{
foreach (MatterSearchItem matter in matterReturnValue.Matters.Rows)
{
ListItem item = new ListItem();
item.Text = matter.Reference.Substring(6) + " - " + matter.Description;
item.Value = matter.Id.ToString();
_ddlClientMatters.Items.Add(item);
}
}
else
{
SuccessEventArgs success = new SuccessEventArgs();
success.Message = "No Matters found for this client.";
OnSearchSuccessful(success);
}
}
else
{
throw new Exception(matterReturnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (matterService != null)
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
{
matterService.Close();
}
}
}
}
}
/// <summary>
/// Displays the client matters.
/// </summary>
public MatterSearchItem[] GetClientMatters(int startRow, int pageSize,
string memberId, string organisationId, bool forceRefresh)
{
MatterServiceClient matterService = null;
MatterSearchItem[] clientMatters = null;
try
{
Guid logonId = ((LogonReturnValue)HttpContext.Current.Session[SessionName.LogonSettings]).LogonId;
Guid orgId = new Guid(organisationId);
Guid memId = new Guid(memberId);
matterService = new MatterServiceClient();
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.StartRow = startRow;
collectionRequest.RowCount = pageSize;
collectionRequest.ForceRefresh = forceRefresh;
MatterSearchCriteria searchCriteria = new MatterSearchCriteria();
if (memId != DataConstants.DummyGuid)
{
searchCriteria.MemberId = memId;
}
else
{
searchCriteria.OrganisationId = orgId;
}
MatterSearchReturnValue returnValue = matterService.MatterSearch(logonId,
collectionRequest, searchCriteria);
if (returnValue.Success)
{
_clientMatterRowCount = returnValue.Matters.TotalRowCount;
clientMatters = returnValue.Matters.Rows;
}
return(clientMatters);
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (matterService != null)
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
{
matterService.Close();
}
}
}
}
private void BindWorkTypeDropDownList()
{
MatterServiceClient matterService = null;
try
{
WorkTypeSearchCriteria workTypeCriteria = new WorkTypeSearchCriteria();
//Set this flag to true to get all the worktype records
workTypeCriteria.AllWorkTypes = true;
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.ForceRefresh = true;
matterService = new MatterServiceClient();
WorkTypeSearchReturnValue returnValue = matterService.WorkTypeSearch(_logonSettings.LogonId, collectionRequest, workTypeCriteria);
if (returnValue.Success)
{
_ddlWorkType.DataSource = returnValue.WorkTypes.Rows;
_ddlWorkType.DataTextField = "Description";
_ddlWorkType.DataValueField = "Code";
_ddlWorkType.DataBind();
AddDefaultToDropDownList(_ddlWorkType, "All WorkType");
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (matterService != null)
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
{
matterService.Close();
}
}
}
}
/// <summary>
/// Dont allow to add associations for special matters.
/// </summary>
private void CheckForClientOnSpecialMatters()
{
if (Session[SessionName.ProjectId] != null && _ddlRole.SelectedIndex != -1)
{
MatterServiceClient matterService = new MatterServiceClient();
try
{
MatterTypeReturnValue returnValue =
matterService.GetMatterTypeId(_logonSettings.LogonId, (Guid)Session[SessionName.ProjectId]);
if (returnValue.Success)
{
int roleId = Convert.ToInt32(_ddlRole.SelectedValue);
Button nextButton = (Button)_wizardAddAssociationsForMatter.FindControl("StartNavigationTemplateContainerID").FindControl("_btnWizardStartNextButton");
bool disabled = false;
if ((returnValue.MatterTypeId != 1) && (returnValue.MatterTypeId != 6) && (roleId <= 2))
{
disabled = true;
}
ScriptManager.RegisterStartupScript(this, Page.GetType(), "SpecialMatters",
string.Format("$(\"#{0}\").attr(\"disabled\", {1});", nextButton.ClientID, disabled.ToString().ToLower()), true);
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
{
matterService.Close();
}
}
}
}
/// <summary>
/// Gets the cash collection procedures.
/// </summary>
private void GetCashCollectionProcedures()
{
MatterServiceClient matterService = null;
try
{
matterService = new MatterServiceClient();
CollectionRequest collectionRequest = new CollectionRequest();
CashCollectionSearchCriteria searchCriteria = new CashCollectionSearchCriteria();
searchCriteria.IncludeArchived = false;
CashCollectionSearchReturnValue returnValue = matterService.CashCollectionSearch(_logonSettings.LogonId, collectionRequest,
searchCriteria);
if (returnValue.Success)
{
_ddlCashCollection.DataSource = returnValue.CashCollection.Rows;
_ddlCashCollection.DataTextField = "Description";
_ddlCashCollection.DataValueField = "Id";
_ddlCashCollection.DataBind();
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (matterService != null)
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
matterService.Close();
}
}
AddDefaultToDropDownList(_ddlCashCollection);
}
/// <summary>
/// Loads client matter details on load controls in edit mode
/// </summary>
/// <param name="projectId"></param>
private void LoadClientMatterDetails(Guid projectId)
{
MatterServiceClient matterService = null;
MatterReturnValue matterReturnValue = null;
try
{
matterService = new MatterServiceClient();
try
{
matterReturnValue = new MatterReturnValue();
matterReturnValue = matterService.GetMatter(((LogonReturnValue)Session[SessionName.LogonSettings]).LogonId, projectId);
if (matterReturnValue.Success)
{
if (matterReturnValue != null)
{
#region Load Client Details
// Stores ClientID
if (matterReturnValue.ClientDetails.IsMember)
{
Session[SessionName.MemberId] = matterReturnValue.ClientDetails.MemberId;
Session[SessionName.OrganisationId] = DataConstants.DummyGuid;
}
else
{
Session[SessionName.MemberId] = DataConstants.DummyGuid;
// Shouldn't be looking for MemberId for Organisation Client
// Session[SessionName.OrganisationId] = matterReturnValue.ClientDetails.MemberId;
Session[SessionName.OrganisationId] = matterReturnValue.ClientDetails.OrganisationId;
}
_cliMatDetails.IsClientMember = matterReturnValue.ClientDetails.IsMember;
Session[SessionName.ClientRef] = matterReturnValue.ClientDetails.Reference;
Session[SessionName.ClientName] = matterReturnValue.ClientDetails.FullName;
if (_cliMatDetails.Message != null)
{
if (_cliMatDetails.Message.Trim().Length > 0)
{
throw new Exception("Loading failed for Client Matter Details.<br>Exception occured is: " + _cliMatDetails.Message);
}
}
#endregion
}
else
{
throw new Exception("Load failed.");
}
}
else
{
throw new Exception(matterReturnValue.Message);
}
}
catch (System.ServiceModel.EndpointNotFoundException)
{
_lblMessage.Text = DataConstants.WSEndPointErrorMessage;
_lblMessage.CssClass = "errorMessage";
}
catch (Exception ex)
{
_lblMessage.CssClass = "errorMessage";
_lblMessage.Text = ex.Message;
}
finally
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
matterService.Close();
}
}
catch (System.ServiceModel.EndpointNotFoundException)
{
_lblMessage.Text = DataConstants.WSEndPointErrorMessage;
_lblMessage.CssClass = "errorMessage";
}
catch (Exception ex)
{
_lblMessage.CssClass = "errorMessage";
_lblMessage.Text = ex.Message;
}
}
/// <summary>
/// Displays the client matters.
/// </summary>
public MatterSearchItem[] GetClientMatters(int startRow, int pageSize,
string memberId, string organisationId, bool forceRefresh)
{
MatterServiceClient matterService = null;
MatterSearchItem[] clientMatters = null;
try
{
Guid logonId = ((LogonReturnValue)HttpContext.Current.Session[SessionName.LogonSettings]).LogonId;
Guid orgId = new Guid(organisationId);
Guid memId = new Guid(memberId);
matterService = new MatterServiceClient();
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.StartRow = startRow;
collectionRequest.RowCount = pageSize;
collectionRequest.ForceRefresh = forceRefresh;
MatterSearchCriteria searchCriteria = new MatterSearchCriteria();
if (memId != DataConstants.DummyGuid)
{
searchCriteria.MemberId = memId;
}
else
{
searchCriteria.OrganisationId = orgId;
}
MatterSearchReturnValue returnValue = matterService.MatterSearch(logonId,
collectionRequest, searchCriteria);
if (returnValue.Success)
{
_clientMatterRowCount = returnValue.Matters.TotalRowCount;
clientMatters = returnValue.Matters.Rows;
}
return clientMatters;
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (matterService != null)
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
matterService.Close();
}
}
}
/// <summary>
/// Gets the matters for the selected client.
/// </summary>
private void GetClientMatters(Guid memberId, Guid organisationId)
{
_ddlClientMatters.Items.Clear();
if (_ddlClients.Items.Count > 0)
{
MatterServiceClient matterService = null;
try
{
matterService = new MatterServiceClient();
MatterSearchReturnValue matterReturnValue = new MatterSearchReturnValue();
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.ForceRefresh = true;
MatterSearchCriteria criteria = new MatterSearchCriteria();
criteria.MemberId = memberId;
criteria.OrganisationId = organisationId;
matterReturnValue = matterService.MatterSearch(_logonId,
collectionRequest, criteria);
if (matterReturnValue.Success)
{
if (matterReturnValue.Matters.Rows.Length > 0)
{
foreach (MatterSearchItem matter in matterReturnValue.Matters.Rows)
{
ListItem item = new ListItem();
item.Text = matter.Reference.Substring(6) + " - " + matter.Description;
item.Value = matter.Id.ToString();
_ddlClientMatters.Items.Add(item);
}
}
else
{
SuccessEventArgs success = new SuccessEventArgs();
success.Message = "No Matters found for this client.";
OnSearchSuccessful(success);
}
}
else
{
throw new Exception(matterReturnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (matterService != null)
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
matterService.Close();
}
}
}
}
/// <summary>
/// Loads the client matter details.
/// </summary>
private void LoadClientMatterDetails()
{
if (_projectId != DataConstants.DummyGuid)
{
Guid memberId;
Guid organisationId;
try
{
MatterServiceClient matterService = new MatterServiceClient();
try
{
MatterReturnValue matterReturnValue = new MatterReturnValue();
matterReturnValue = matterService.GetMatter(_logonId, _projectId);
if (matterReturnValue.Success)
{
#region Load Client Details
if (matterReturnValue.ClientDetails.IsMember)
{
memberId = matterReturnValue.ClientDetails.MemberId;
organisationId = DataConstants.DummyGuid;
}
else
{
memberId = DataConstants.DummyGuid;
organisationId = matterReturnValue.ClientDetails.MemberId;
}
ListItem item = new ListItem();
item.Text = matterReturnValue.ClientDetails.FullName;
item.Value = memberId.ToString() + "$" + organisationId.ToString();
_ddlClients.Items.Add(item);
//Get the matters for the client
GetClientMatters(memberId, organisationId);
//Select the matter
if (_ddlClientMatters.Items.Count > 0)
{
ListItem matter = _ddlClientMatters.Items.FindByValue(_projectId.ToString());
if (matter != null)
{
_ddlClientMatters.SelectedValue = matter.Value;
OnMatterChanged(EventArgs.Empty);
}
}
else
{
throw new Exception("Error loading matter");
}
#endregion
}
else
{
throw new Exception(matterReturnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
matterService.Close();
}
}
catch (Exception ex)
{
throw ex;
}
}
}
public void LoadClientMatterDetails()
{
try
{
MatterServiceClient matterService = new MatterServiceClient();
try
{
MatterSearchReturnValue matterReturnValue = new MatterSearchReturnValue();
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.ForceRefresh = true;
MatterSearchCriteria criteria = new MatterSearchCriteria();
if (_isClientMember)
{
criteria.MemberId = new Guid(HttpContext.Current.Session[SessionName.MemberId].ToString());;
criteria.OrganisationId = DataConstants.DummyGuid;
}
else
{
criteria.MemberId = DataConstants.DummyGuid;
criteria.OrganisationId = new Guid(HttpContext.Current.Session[SessionName.OrganisationId].ToString());;
}
matterReturnValue = matterService.MatterSearch(((LogonReturnValue)HttpContext.Current.Session[SessionName.LogonSettings]).LogonId,
collectionRequest, criteria);
if (matterReturnValue.Success)
{
if (matterReturnValue != null)
{
_ddlMatterReference.Items.Clear();
_clientSearch.SearchText = Convert.ToString(HttpContext.Current.Session[SessionName.ClientRef]);
_linkClientName.Text = Convert.ToString(HttpContext.Current.Session[SessionName.ClientName]);
_lnkMatter.Text = string.Empty;
if (matterReturnValue.Matters.Rows.Length == 0)
{
HttpContext.Current.Session[SessionName.ProjectId] = null;
_message = "No Matter(s) found for this client.";
if (MatterChanged != null)
{
OnMatterChanged(System.EventArgs.Empty);
}
return;
}
for (int i = 0; i < matterReturnValue.Matters.Rows.Length; i++)
{
ListItem item = new ListItem();
item.Text = matterReturnValue.Matters.Rows[i].Reference.Substring(6) + " - " + matterReturnValue.Matters.Rows[i].Description;
item.Value = matterReturnValue.Matters.Rows[i].Id.ToString() + "$" + matterReturnValue.Matters.Rows[i].Description;
// This will be used if this method is called from some content page, which will set the default matter
if (HttpContext.Current.Session[SessionName.ProjectId] != null)
{
if (new Guid(HttpContext.Current.Session[SessionName.ProjectId].ToString()) == matterReturnValue.Matters.Rows[i].Id)
{
item.Selected = true;
_lnkMatter.Text = matterReturnValue.Matters.Rows[i].Description;
}
}
_ddlMatterReference.Items.Add(item);
}
if (HttpContext.Current.Session[SessionName.ProjectId] == null)
{
_ddlMatterReference.SelectedIndex = -1;
if (_ddlMatterReference.Items.Count > 0)
{
_ddlMatterReference.SelectedIndex = _ddlMatterReference.Items.Count - 1;
_lnkMatter.Text = GetValueOnIndexFromArray(_ddlMatterReference.Items[_ddlMatterReference.Items.Count - 1].Value, 1);
HttpContext.Current.Session[SessionName.ProjectId] = GetValueOnIndexFromArray(_ddlMatterReference.Items[_ddlMatterReference.Items.Count - 1].Value, 0);
}
}
if (HttpContext.Current.Session[SessionName.ProjectId] != null)
{
IRIS.Law.WebApp.App_Code.AppFunctions.SetClientMatterDetailsInSession((Guid)HttpContext.Current.Session[SessionName.MemberId], (Guid)HttpContext.Current.Session[SessionName.OrganisationId], Convert.ToString(HttpContext.Current.Session[SessionName.ClientName]), (new Guid(HttpContext.Current.Session[SessionName.ProjectId].ToString())), _lnkMatter.Text);
((ILBHomePage)Page.Master).DisplayClientMatterDetailsInContext();
}
}
}
else
{
_message = matterReturnValue.Message;
return;
}
}
catch (Exception ex)
{
_message = ex.Message;
}
finally
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
{
matterService.Close();
}
}
}
catch (Exception ex)
{
throw ex;
}
}
private void LoadClientMatterDetails(Guid projectId)
{
try
{
MatterServiceClient matterService = new MatterServiceClient();
try
{
MatterReturnValue matterReturnValue = new MatterReturnValue();
matterReturnValue = matterService.GetMatter(((LogonReturnValue)Session[SessionName.LogonSettings]).LogonId, projectId);
if (matterReturnValue.Success)
{
if (matterReturnValue != null)
{
#region Load Client Details
// Store ClientID
if (matterReturnValue.ClientDetails.IsMember)
{
_cliMatDetails.MemberId = matterReturnValue.ClientDetails.MemberId;
_cliMatDetails.OrganisationId = DataConstants.DummyGuid;
}
else
{
_cliMatDetails.MemberId = DataConstants.DummyGuid;
_cliMatDetails.OrganisationId = matterReturnValue.ClientDetails.MemberId;
}
_cliMatDetails.IsClientMember = matterReturnValue.ClientDetails.IsMember;
_cliMatDetails.ClientRef = matterReturnValue.ClientDetails.Reference;
_cliMatDetails.ClientName = matterReturnValue.ClientDetails.FullName;
if (_cliMatDetails.Message != null)
{
if (_cliMatDetails.Message.Trim().Length > 0)
{
throw new Exception("Loading failed for Client Matter Details.<br>Exception occured is: " + _cliMatDetails.Message);
}
}
#endregion
}
else
{
throw new Exception("Load failed.");
}
}
else
{
throw new Exception(matterReturnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
{
matterService.Close();
}
}
}
catch (Exception ex)
{
throw ex;
}
}
/// <summary>
/// Gets the work types based on the selected branch and department.
/// </summary>
private void GetWorkTypes()
{
//Matter type is required to get the work types
if (_ddlMatterType.SelectedValue != string.Empty)
{
Guid memberId = (Guid)Session[SessionName.MemberId];
bool isMember = false;
if (memberId != DataConstants.DummyGuid)
{
isMember = true;
}
//Check if a department is selected
if (_ddlDepartment.SelectedValue != string.Empty)
{
MatterServiceClient matterService = null;
try
{
int clientTypeId = (int)ViewState[ClientType];
bool privateClient = true;
switch (clientTypeId)
{
case 1: // Standard Client.
if (isMember == false)
{
privateClient = false;
}
else
{
privateClient = true;
}
break;
case 2: // LSC Client.
privateClient = true;
break;
case 3: // Firm Client.
privateClient = false;
break;
default:
privateClient = true;
break;
}
CollectionRequest collectionRequest = new CollectionRequest();
WorkTypeSearchCriteria searchCriteria = new WorkTypeSearchCriteria();
searchCriteria.DepartmentId = Convert.ToInt32(_ddlDepartment.SelectedValue);
searchCriteria.OrganisationID = new Guid(GetBranchValueOnIndex(_ddlBranch.SelectedValue, 1));
searchCriteria.IsPrivateClient = privateClient;
searchCriteria.MatterTypeId = Convert.ToInt32(_ddlMatterType.SelectedValue);
matterService = new MatterServiceClient();
WorkTypeSearchReturnValue returnValue = matterService.WorkTypeSearch(_logonSettings.LogonId,
collectionRequest, searchCriteria);
//Store the previous selected value. This will prevent the worktype from being reset if its valid
string prevValue = _ddlWorkType.SelectedValue;
if (returnValue.Success)
{
_ddlWorkType.DataSource = returnValue.WorkTypes.Rows;
_ddlWorkType.DataTextField = "Description";
_ddlWorkType.DataValueField = "Id";
_ddlWorkType.DataBind();
if (_ddlWorkType.Items.FindByValue(prevValue) != null)
{
_ddlWorkType.SelectedValue = prevValue;
}
}
else
{
throw new Exception(returnValue.Message);
}
AddDefaultToDropDownList(_ddlWorkType);
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (matterService != null)
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
matterService.Close();
}
}
}
else
{
//No dept selected. Reset Worktypes
_ddlWorkType.Items.Clear();
}
}
}
private void LoadMatterFeeEarner(Guid ProjectID)
{
MatterServiceClient matterService = new MatterServiceClient();
try
{
MatterReturnValue matterReturnValue = new MatterReturnValue();
matterReturnValue = matterService.GetMatter(_logonSettings.LogonId, ProjectID);
if (matterReturnValue.Success)
{
if (matterReturnValue != null)
{
if (matterReturnValue.Matter.FeeEarnerMemberId != null)
{
EarnerServiceClient partnerClient = new EarnerServiceClient();
try
{
PartnerSearchCriteria partnerCriteria = new PartnerSearchCriteria();
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.StartRow = 0;
PartnerSearchReturnValue partnerReturnValue = partnerClient.PartnerSearch(_logonSettings.LogonId, collectionRequest, partnerCriteria);
if (partnerReturnValue.Success)
{
if (partnerReturnValue.Partners != null)
{
for (int i = 0; i < partnerReturnValue.Partners.Rows.Length; i++)
{
if (partnerReturnValue.Partners.Rows[i].PartnerId.ToString() == matterReturnValue.Matter.FeeEarnerMemberId.ToString())
{
_txtAttendees.Text = CommonFunctions.MakeFullName(partnerReturnValue.Partners.Rows[i].PersonTitle, partnerReturnValue.Partners.Rows[i].Name, partnerReturnValue.Partners.Rows[i].Surname);
_hdnAttendeesMemberId.Value = partnerReturnValue.Partners.Rows[i].PartnerId.ToString() + ";";
}
}
}
}
else
{
_lblError.Text = partnerReturnValue.Message;
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (partnerClient.State != System.ServiceModel.CommunicationState.Faulted)
partnerClient.Close();
}
}
}
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
matterService.Close();
}
}
/// <summary>
/// Loads client matter details on load controls in edit mode
/// </summary>
/// <param name="projectId"></param>
private void LoadClientMatterDetails(Guid projectId)
{
MatterServiceClient matterService = null;
MatterReturnValue matterReturnValue = null;
try
{
matterService = new MatterServiceClient();
try
{
matterReturnValue = new MatterReturnValue();
matterReturnValue = matterService.GetMatter(((LogonReturnValue)Session[SessionName.LogonSettings]).LogonId, projectId);
if (matterReturnValue.Success)
{
if (matterReturnValue != null)
{
#region Load Client Details
// Stores ClientID
if (matterReturnValue.ClientDetails.IsMember)
{
Session[SessionName.MemberId] = matterReturnValue.ClientDetails.MemberId;
Session[SessionName.OrganisationId] = DataConstants.DummyGuid;
}
else
{
Session[SessionName.MemberId] = DataConstants.DummyGuid;
// Shouldn't be looking for MemberId for Organisation Client
// Session[SessionName.OrganisationId] = matterReturnValue.ClientDetails.MemberId;
Session[SessionName.OrganisationId] = matterReturnValue.ClientDetails.OrganisationId;
}
_cliMatDetails.IsClientMember = matterReturnValue.ClientDetails.IsMember;
Session[SessionName.ClientRef] = matterReturnValue.ClientDetails.Reference;
Session[SessionName.ClientName] = matterReturnValue.ClientDetails.FullName;
if (_cliMatDetails.Message != null)
{
if (_cliMatDetails.Message.Trim().Length > 0)
{
throw new Exception("Loading failed for Client Matter Details.<br>Exception occured is: " + _cliMatDetails.Message);
}
}
#endregion
}
else
{
throw new Exception("Load failed.");
}
}
else
{
throw new Exception(matterReturnValue.Message);
}
}
catch (System.ServiceModel.EndpointNotFoundException)
{
_lblMessage.Text = DataConstants.WSEndPointErrorMessage;
_lblMessage.CssClass = "errorMessage";
}
catch (Exception ex)
{
_lblMessage.CssClass = "errorMessage";
_lblMessage.Text = ex.Message;
}
finally
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
{
matterService.Close();
}
}
}
catch (System.ServiceModel.EndpointNotFoundException)
{
_lblMessage.Text = DataConstants.WSEndPointErrorMessage;
_lblMessage.CssClass = "errorMessage";
}
catch (Exception ex)
{
_lblMessage.CssClass = "errorMessage";
_lblMessage.Text = ex.Message;
}
}
/// <summary>
/// Gets the matter types.
/// </summary>
private void GetMatterTypes()
{
MatterServiceClient matterService = null;
try
{
CollectionRequest collectionRequest = new CollectionRequest();
MatterTypeSearchCriteria criteria = new MatterTypeSearchCriteria();
criteria.ClientTypeId = (int)ViewState[ClientType];
matterService = new MatterServiceClient();
MatterTypeSearchReturnValue returnValue = matterService.MatterTypeSearch(_logonSettings.LogonId,
collectionRequest, criteria);
if (returnValue.Success)
{
_ddlMatterType.DataSource = returnValue.MatterTypes.Rows;
_ddlMatterType.DataTextField = "Description";
_ddlMatterType.DataValueField = "Id";
_ddlMatterType.DataBind();
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (matterService != null)
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
matterService.Close();
}
}
}
protected void ValidateStepChange(object sender, EventArgs e)
{
if (_wizardAddMatter.ActiveStepIndex == 1)
{
MatterServiceClient earnerService = new MatterServiceClient();
try
{
if (_txtUFNNumber.Text.Trim().Length > 0 || _ccUFNDate.DateText.Trim().Length > 0)
{
try
{
DateTime dtParse = DateTime.Parse(_ccUFNDate.DateText);
}
catch
{
_lblMessage.CssClass = "errorMessage";
_lblMessage.Text = "Invalid UFN Date.";
return;
}
Guid earnerId = new Guid(GetFeeEarnerValueOnIndex(_ddlFeeEarner.SelectedValue, 1));
DateTime UFNdate = Convert.ToDateTime(_ccUFNDate.DateText);
string UFNNumber = _txtUFNNumber.Text.Trim();
if (UFNNumber == string.Empty)
UFNNumber = null;
CollectionRequest collectionReq = new CollectionRequest();
UFNReturnValue item = earnerService.UFNValidation(_logonSettings.LogonId, earnerId, UFNdate, UFNNumber);
if (item.Success)
{
_txtUFNNumber.Text = item.Number;
_lblMessage.Text = "";
}
else
{
_lblMessage.CssClass = "errorMessage";
_lblMessage.Text = item.Message;
_wizardAddMatter.ActiveStepIndex = 0;
}
}
else
{
_ccUFNDate.DateText = string.Empty;
}
}
catch (System.ServiceModel.EndpointNotFoundException)
{
_lblMessage.Text = DataConstants.WSEndPointErrorMessage;
_lblMessage.CssClass = "errorMessage";
_wizardAddMatter.ActiveStepIndex = 0;
}
catch (Exception ex)
{
_lblMessage.CssClass = "errorMessage";
_lblMessage.Text = ex.Message;
_wizardAddMatter.ActiveStepIndex = 0;
}
finally
{
if (earnerService != null)
{
if (earnerService.State != System.ServiceModel.CommunicationState.Faulted)
earnerService.Close();
}
}
}
}
protected void _btnWizardStepFinishButton_Click(object sender, EventArgs e)
{
//Save the matter
if (Page.IsValid)
{
MatterServiceClient matterService = null;
try
{
WebServiceInterfaces.Matter.Matter matter = GetControlData();
matterService = new MatterServiceClient();
MatterReturnValue returnValue = matterService.AddMatter(_logonSettings.LogonId, matter);
if (returnValue.Success)
{
Session[SessionName.ProjectId] = returnValue.Matter.Id;
Response.Redirect("~/Pages/Matter/EditMatter.aspx", true);
}
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 (matterService != null)
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
matterService.Close();
}
}
}
}
/// <summary>
/// Toggles UCN,UFN,HOUCN and sets other defaults based on the selected work type.
/// </summary>
private void SetWorkTypeDefaults()
{
Guid memberId = (Guid)Session[SessionName.MemberId];
Guid organisationId = (Guid)Session[SessionName.OrganisationId];
Guid clientId;
if (memberId != DataConstants.DummyGuid)
{
clientId = memberId;
}
else
{
clientId = organisationId;
}
if (_ddlWorkType.SelectedValue != string.Empty)
{
MatterServiceClient matterService = null;
try
{
WorkTypeSearchCriteria searchCriteria = new WorkTypeSearchCriteria();
searchCriteria.Id = new Guid(_ddlWorkType.SelectedValue);
searchCriteria.ClientId = clientId;
matterService = new MatterServiceClient();
WorkTypeSearchReturnValue returnValue = matterService.GetValuesOnWorkTypeSelected(_logonSettings.LogonId, searchCriteria);
if (returnValue.Success)
{
//set matter LA Flag to worktype IsLa status, Department to worktype dept and Charge Description to Worktype chargeDesc
_chkPublicFunding.Checked = returnValue.IsPublicFunded;
_chkSQM.Checked = returnValue.Franchised;
if (returnValue.IsPublicFunded)
{
int clientTypeId = (int)ViewState[ClientType];
switch (returnValue.WorkCategoryUFN)
{
case 1:
#region UFN Only.
if (clientTypeId == 1)
{
_trUFN.Visible = true;
_ccUFNDate.DateText = DateTime.Now.ToString("dd/MM/yyyy");
UFNDateTextChanged();
_trHOUCN.Visible = false;
_trUCN.Visible = false;
_chkPublicFunding.Visible = true;
_chkPublicFunding.Enabled = true;
_chkSQM.Enabled = true;
}
else
{
_trUFN.Visible = false;
_trHOUCN.Visible = false;
_trUCN.Visible = false;
}
#endregion
break;
case 2:
#region HO UCN & UCN.
if (clientTypeId == 1)
{
_trUFN.Visible = false;
_trHOUCN.Visible = true;
_trUCN.Visible = true;
if (returnValue.ClientHOUCN != string.Empty)
{
_txtHOUCN.ReadOnly = true;
_txtHOUCN.Text = returnValue.ClientHOUCN;
}
else
{
_txtHOUCN.ReadOnly = false;
_txtHOUCN.Text = string.Empty;
}
if (returnValue.ClientUCN != BlankUCN & !string.IsNullOrEmpty(returnValue.ClientUCN))
{
_txtUCN.Text = returnValue.ClientUCN;
}
}
else
{
_trUFN.Visible = false;
_trHOUCN.Visible = false;
_trUCN.Visible = false;
}
#endregion
break;
case 3:
#region UFN, HO UCN & UCN.
if (clientTypeId == 1)
{
_trUFN.Visible = true;
_ccUFNDate.DateText = DateTime.Now.ToString("dd/MM/yyyy");
UFNDateTextChanged();
_trHOUCN.Visible = true;
_trUCN.Visible = true;
if (!string.IsNullOrEmpty(returnValue.ClientHOUCN))
{
_txtHOUCN.ReadOnly = true;
_txtHOUCN.Text = returnValue.ClientHOUCN;
}
else
{
_txtHOUCN.ReadOnly = false;
_txtHOUCN.Text = string.Empty;
}
if (returnValue.ClientUCN != BlankUCN & !string.IsNullOrEmpty(returnValue.ClientUCN))
{
_txtUCN.Text = returnValue.ClientUCN;
}
}
else
{
_trUFN.Visible = false;
_trHOUCN.Visible = false;
_trUCN.Visible = false;
}
#endregion
break;
default:
_trUFN.Visible = false;
_trHOUCN.Visible = false;
_trUCN.Visible = false;
break;
}
_chkSQM.Visible = true;
_ddlCourtType.Enabled = false;
}
else
{
_trUFN.Visible = false;
_trHOUCN.Visible = false;
_trUCN.Visible = false;
_chkPublicFunding.Visible = false;
_chkPublicFunding.Enabled = false;
_chkSQM.Visible = false;
_chkSQM.Enabled = false;
_chkSQM.Checked = false;
_ddlCourtType.Enabled = true;
}
GetChargeRates(_chkPublicFunding.Checked);
//Set the default charge rate for the worktype
if (returnValue.ChargeRateDescriptionId != Guid.Empty && returnValue.ChargeRateDescriptionId != DataConstants.DummyGuid)
{
foreach (ListItem chargeRate in _ddlChargeRate.Items)
{
if (GetChargeRateValueOnIndex(chargeRate.Value, 0) == returnValue.ChargeRateDescriptionId.ToString())
{
chargeRate.Selected = true;
break;
}
}
}
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (matterService != null)
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
matterService.Close();
}
}
}
}
private void LoadClientMatterDetails(Guid projectId)
{
try
{
MatterServiceClient matterService = new MatterServiceClient();
try
{
MatterReturnValue matterReturnValue = new MatterReturnValue();
matterReturnValue = matterService.GetMatter(((LogonReturnValue)Session[SessionName.LogonSettings]).LogonId, projectId);
if (matterReturnValue.Success)
{
if (matterReturnValue != null)
{
#region Load Client Details
// Store ClientID
if (matterReturnValue.ClientDetails.IsMember)
{
_cliMatDetails.MemberId = matterReturnValue.ClientDetails.MemberId;
_cliMatDetails.OrganisationId = DataConstants.DummyGuid;
}
else
{
_cliMatDetails.MemberId = DataConstants.DummyGuid;
_cliMatDetails.OrganisationId = matterReturnValue.ClientDetails.MemberId;
}
_cliMatDetails.IsClientMember = matterReturnValue.ClientDetails.IsMember;
_cliMatDetails.ClientRef = matterReturnValue.ClientDetails.Reference;
_cliMatDetails.ClientName = matterReturnValue.ClientDetails.FullName;
if (_cliMatDetails.Message != null)
{
if (_cliMatDetails.Message.Trim().Length > 0)
{
throw new Exception("Loading failed for Client Matter Details.<br>Exception occured is: " + _cliMatDetails.Message);
}
}
#endregion
}
else
{
throw new Exception("Load failed.");
}
}
else
{
throw new Exception(matterReturnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
matterService.Close();
}
}
catch (Exception ex)
{
throw ex;
}
}
/// <summary>
/// Loads the client matter details.
/// </summary>
private void LoadClientMatterDetails()
{
if (_projectId != DataConstants.DummyGuid)
{
Guid memberId;
Guid organisationId;
try
{
MatterServiceClient matterService = new MatterServiceClient();
try
{
MatterReturnValue matterReturnValue = new MatterReturnValue();
matterReturnValue = matterService.GetMatter(_logonId, _projectId);
if (matterReturnValue.Success)
{
#region Load Client Details
if (matterReturnValue.ClientDetails.IsMember)
{
memberId = matterReturnValue.ClientDetails.MemberId;
organisationId = DataConstants.DummyGuid;
}
else
{
memberId = DataConstants.DummyGuid;
organisationId = matterReturnValue.ClientDetails.MemberId;
}
ListItem item = new ListItem();
item.Text = matterReturnValue.ClientDetails.FullName;
item.Value = memberId.ToString() + "$" + organisationId.ToString();
_ddlClients.Items.Add(item);
//Get the matters for the client
GetClientMatters(memberId, organisationId);
//Select the matter
if (_ddlClientMatters.Items.Count > 0)
{
ListItem matter = _ddlClientMatters.Items.FindByValue(_projectId.ToString());
if (matter != null)
{
_ddlClientMatters.SelectedValue = matter.Value;
OnMatterChanged(EventArgs.Empty);
}
}
else
{
throw new Exception("Error loading matter");
}
#endregion
}
else
{
throw new Exception(matterReturnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
{
matterService.Close();
}
}
}
catch (Exception ex)
{
throw ex;
}
}
}
/// <summary>
/// Dont allow to add associations for special matters.
/// </summary>
private void CheckForClientOnSpecialMatters()
{
if (Session[SessionName.ProjectId] != null && _ddlRole.SelectedIndex != -1)
{
MatterServiceClient matterService = new MatterServiceClient();
try
{
MatterTypeReturnValue returnValue =
matterService.GetMatterTypeId(_logonSettings.LogonId, (Guid)Session[SessionName.ProjectId]);
if (returnValue.Success)
{
int roleId = Convert.ToInt32(_ddlRole.SelectedValue);
Button nextButton = (Button)_wizardAddAssociationsForMatter.FindControl("StartNavigationTemplateContainerID").FindControl("_btnWizardStartNextButton");
bool disabled = false;
if ((returnValue.MatterTypeId != 1) && (returnValue.MatterTypeId != 6) && (roleId <= 2))
{
disabled = true;
}
ScriptManager.RegisterStartupScript(this, Page.GetType(), "SpecialMatters",
string.Format("$(\"#{0}\").attr(\"disabled\", {1});", nextButton.ClientID, disabled.ToString().ToLower()), true);
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
matterService.Close();
}
}
}
public void LoadClientMatterDetailsWithoutUsingSession()
{
_clientSearch.SetSession = false;
try
{
MatterServiceClient matterService = new MatterServiceClient();
try
{
MatterSearchReturnValue matterReturnValue = new MatterSearchReturnValue();
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.ForceRefresh = true;
MatterSearchCriteria criteria = new MatterSearchCriteria();
if (_isClientMember)
{
criteria.MemberId = _memberId ;
criteria.OrganisationId = DataConstants.DummyGuid;
}
else
{
criteria.MemberId = DataConstants.DummyGuid;
criteria.OrganisationId = _organisationId ;
}
matterReturnValue = matterService.MatterSearch(((LogonReturnValue)HttpContext.Current.Session[SessionName.LogonSettings]).LogonId,
collectionRequest, criteria);
if (matterReturnValue.Success)
{
if (matterReturnValue != null)
{
_ddlMatterReference.Items.Clear();
_clientSearch.SearchText = _clientRef;
_linkClientName.Text = _clientName;
_lnkMatter.Text = string.Empty;
if (matterReturnValue.Matters.Rows.Length == 0)
{
_projectId = DataConstants.DummyGuid;
_message = "No Matter(s) found for this client.";
if (MatterChanged != null)
{
OnMatterChanged(System.EventArgs.Empty);
}
return;
}
for (int i = 0; i < matterReturnValue.Matters.Rows.Length; i++)
{
ListItem item = new ListItem();
item.Text = matterReturnValue.Matters.Rows[i].Reference.Substring(6) + " - " + matterReturnValue.Matters.Rows[i].Description;
item.Value = matterReturnValue.Matters.Rows[i].Id.ToString() + "$" + matterReturnValue.Matters.Rows[i].Description;
// This will be used if this method is called from some content page, which will set the default matter
if (_projectId != DataConstants.DummyGuid)
{
if (_projectId == matterReturnValue.Matters.Rows[i].Id)
{
_ddlMatterReference.SelectedIndex = -1;
item.Selected = true;
_lnkMatter.Text = matterReturnValue.Matters.Rows[i].Description;
}
}
_ddlMatterReference.Items.Add(item);
}
if (_projectId == DataConstants.DummyGuid)
{
_ddlMatterReference.SelectedIndex = -1;
if (_ddlMatterReference.Items.Count > 0)
{
_ddlMatterReference.SelectedIndex = _ddlMatterReference.Items.Count - 1;
_lnkMatter.Text = GetValueOnIndexFromArray(_ddlMatterReference.Items[_ddlMatterReference.Items.Count - 1].Value, 1);
_projectId = new Guid(GetValueOnIndexFromArray(_ddlMatterReference.Items[_ddlMatterReference.Items.Count - 1].Value, 0));
}
}
}
}
else
{
_message = matterReturnValue.Message;
return;
}
}
catch (Exception ex)
{
_message = ex.Message;
}
finally
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
matterService.Close();
}
}
catch (Exception ex)
{
throw ex;
}
}
/// <summary>
/// Gets the work types based on the selected branch and department.
/// </summary>
private void GetWorkTypes()
{
//Check if a department is selected
if (_ddlDepartment.SelectedValue != string.Empty)
{
MatterServiceClient matterService = null;
try
{
CollectionRequest collectionRequest = new CollectionRequest();
WorkTypeSearchCriteria searchCriteria = new WorkTypeSearchCriteria();
if (_ddlDepartment.SelectedValue != String.Empty)
{
searchCriteria.DepartmentNo = GetDepartmentValueOnIndex(_ddlDepartment.SelectedValue, 1);
}
searchCriteria.IsPrivateClient = true;
searchCriteria.MatterTypeId = 0;
matterService = new MatterServiceClient();
WorkTypeSearchReturnValue returnValue = matterService.GetWorkTypesForDepartment(_logonSettings.LogonId,
collectionRequest, searchCriteria);
//Store the previous selected value. This will prevent the worktype from being reset
//if its valid
string prevValue = _ddlWorkType.SelectedValue;
if (returnValue.Success)
{
_ddlWorkType.DataSource = returnValue.WorkTypes.Rows;
_ddlWorkType.DataTextField = "Description";
_ddlWorkType.DataValueField = "Code";
_ddlWorkType.DataBind();
AddDefaultToDropDownList(_ddlWorkType, "All WorkType");
if (_ddlWorkType.Items.FindByValue(prevValue) != null)
{
_ddlWorkType.SelectedValue = prevValue;
}
}
else
{
throw new Exception(returnValue.Message);
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (matterService != null)
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
{
matterService.Close();
}
}
}
}
else
{
//No dept selected. Reset Worktypes
_ddlWorkType.Items.Clear();
BindWorkTypeDropDownList();
}
}
private void LoadMatterFeeEarner(Guid ProjectID)
{
MatterServiceClient matterService = new MatterServiceClient();
try
{
MatterReturnValue matterReturnValue = new MatterReturnValue();
matterReturnValue = matterService.GetMatter(_logonSettings.LogonId, ProjectID);
if (matterReturnValue.Success)
{
if (matterReturnValue != null)
{
if (matterReturnValue.Matter.FeeEarnerMemberId != null)
{
EarnerServiceClient partnerClient = new EarnerServiceClient();
try
{
PartnerSearchCriteria partnerCriteria = new PartnerSearchCriteria();
CollectionRequest collectionRequest = new CollectionRequest();
collectionRequest.StartRow = 0;
PartnerSearchReturnValue partnerReturnValue = partnerClient.PartnerSearch(_logonSettings.LogonId, collectionRequest, partnerCriteria);
if (partnerReturnValue.Success)
{
if (partnerReturnValue.Partners != null)
{
for (int i = 0; i < partnerReturnValue.Partners.Rows.Length; i++)
{
if (partnerReturnValue.Partners.Rows[i].PartnerId.ToString() == matterReturnValue.Matter.FeeEarnerMemberId.ToString())
{
_txtAttendees.Text = CommonFunctions.MakeFullName(partnerReturnValue.Partners.Rows[i].PersonTitle, partnerReturnValue.Partners.Rows[i].Name, partnerReturnValue.Partners.Rows[i].Surname);
_hdnAttendeesMemberId.Value = partnerReturnValue.Partners.Rows[i].PartnerId.ToString() + ";";
}
}
}
}
else
{
_lblError.Text = partnerReturnValue.Message;
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (partnerClient.State != System.ServiceModel.CommunicationState.Faulted)
{
partnerClient.Close();
}
}
}
}
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (matterService.State != System.ServiceModel.CommunicationState.Faulted)
{
matterService.Close();
}
}
}
