private bool Save()
{
#region get user input
string sFirstName = this.txtFirstName.Text.Trim();
string sLastName = this.txtLastName.Text.Trim();
string sEmail = this.txtEmail.Text.Trim();
string sPhone = this.txtPhone.Text.Trim();
string sType = this.ddlType.SelectedValue;
string sDOB = this.txtBirthday.Text.Trim();
if (!string.IsNullOrEmpty(sDOB))
{
DateTime DOB;
if (DateTime.TryParse(sDOB, out DOB) == false)
{
//PageCommon.AlertMsg(this, "Date of Birth is not a invalid date format.");
PageCommon.WriteJsEnd(this, "Date of Birth is not a invalid date format.", PageCommon.Js_RefreshSelf);
return(false);
}
}
string sSSN = this.txtSSN.Text.Trim();
string sWorkflow = this.ddlWorkflow.SelectedValue;
int iWflTempID = 0;
int.TryParse(sWorkflow, out iWflTempID);
string sMarketing = this.ddlMarketing.SelectedValue; // MailChimpList ID
// Task Name
string sTaskName = string.Empty;
if (this.radTaskList.Checked == true)
{
if (this.ddlTaskList.SelectedValue == "-- select --")
{
sTaskName = string.Empty;
}
else
{
sTaskName = this.ddlTaskList.SelectedValue;
}
}
else
{
sTaskName = this.txtTaskName.Text.Trim();
}
// Due Date
string sDueDate = this.txtDueDate.Text.Trim();
DateTime DueDate;
if (sDueDate != string.Empty)
{
if (DateTime.TryParse(sDueDate, out DueDate) == false)
{
//PageCommon.AlertMsg(this, "Due Date is not a invalid date format.");
PageCommon.WriteJsEnd(this, "Due Date is not a invalid date format.", PageCommon.Js_RefreshSelf);
return(false);
}
DueDate = DateTime.Parse(sDueDate);
}
// Due Time
string sDueTime = ddlDueTime_hour.Text + ":" + ddlDueTime_min.Text; //this.txtDueTime.Text.Trim();
DateTime DTN = DateTime.Now;
string sDueTime_Span = null;
TimeSpan DueTime = new TimeSpan();
if (sDueTime != string.Empty)
{
if (DateTime.TryParse(sDueTime, out DTN) == true)
{
sDueTime_Span = DTN.ToString("HH:mm");
if (TimeSpan.TryParse(sDueTime_Span, out DueTime) == false)
{
//PageCommon.AlertMsg(this, "Invalid Due Time format.");
PageCommon.WriteJsEnd(this, "Invalid Due Time format.", PageCommon.Js_RefreshSelf);
return(false);
}
}
else
{
//PageCommon.AlertMsg(this, "Invalid Due Time format.");
PageCommon.WriteJsEnd(this, "Invalid Due Time format.", PageCommon.Js_RefreshSelf);
return(false);
}
}
string sReminderUser = string.Empty;
string sReminderUserID = string.Empty;
int iReminderUserID = 0;
string sReminderInterval = string.Empty;
if (this.chkReminder.Checked == true)
{
sReminderUser = this.txtReminderUser.Text.Trim();
sReminderUserID = this.hdnReminderUserID.Value;
iReminderUserID = Convert.ToInt32(sReminderUserID);
sReminderInterval = this.ddlReminderInterval.SelectedValue;
}
//CR53
decimal loanAmount = string.IsNullOrEmpty(txtLoanAmount.Text) ? 0M : Convert.ToDecimal(txtLoanAmount.Text.Trim());
string purpose = ddlPurpose.Text.Trim() == "- select -" ? "" : ddlPurpose.Text;
#endregion
#region create contact/prospect and loan
int iContactId = 0;
try
{
iContactId = this.CreateContactAndProspect(sFirstName, sLastName, sEmail, sType, sPhone, sDOB, sSSN, this.CurrUser.iUserID, purpose);
}
catch (Exception ex)
{
//PageCommon.AlertMsg(this, "Failed to save contact and prospect.");
PageCommon.WriteJsEnd(this, "Failed to save contact and prospect." + ex.Message, PageCommon.Js_RefreshSelf);
return(false);
}
#endregion
#region create loan
//int iFileID = 0;
try
{
iFileID = this.CreateLoan(iContactId, loanAmount, purpose);
}
catch (Exception ex)
{
//PageCommon.AlertMsg(this, "Failed to save loan info.");
PageCommon.WriteJsEnd(this, "Failed to save loan info.", PageCommon.Js_RefreshSelf);
return(false);
}
#endregion
#region Apply LoanWflTempl
if (iWflTempID > 0)
{
try
{
this.ApplyLoanWflTempl(iFileID, iWflTempID, this.CurrUser.iUserID);
}
catch (Exception ex)
{
//PageCommon.AlertMsg(this, "Failed to apply workflow template to loan.");
PageCommon.WriteJsEnd(this, "Failed to apply workflow template to loan.", PageCommon.Js_RefreshSelf);
return(false);
}
}
#endregion
#region GenerateWorkflow and get iCurrentLoanStageId
int iCurrentLoanStageId = 0;
if (iWflTempID > 0)
{
string sError;
bool bResult = this.GenerateWorkflow(iFileID, iWflTempID, this.CurrUser.iUserID, out sError);
if (bResult == false)
{
//PageCommon.AlertMsg(this, "Failed to generate workflow template: " + sError);
PageCommon.WriteJsEnd(this, "Failed to generate workflow template: " + sError, PageCommon.Js_RefreshSelf);
return(false);
}
System.Threading.Thread.Sleep(2000);
// get current loan stage id
iCurrentLoanStageId = LPWeb.BLL.WorkflowManager.GetCurrentLoanStageId(iFileID);
}
else if (!string.IsNullOrEmpty(sTaskName))
{
iWflTempID = LPWeb.BLL.WorkflowManager.GetDefaultWorkflowTemplate("Prospect");
if (iWflTempID < 1)
{
iCurrentLoanStageId = LPWeb.BLL.WorkflowManager.GenerateDefaultLoanStages(iFileID, "Prospect");
}
}
#endregion
#region Create Task and Reminder
if (!string.IsNullOrEmpty(sTaskName))
{
#region create task
if (iCurrentLoanStageId < 0)
{
//PageCommon.AlertMsg(this, "There is no loan stage available.");
PageCommon.WriteJsEnd(this, "There is no loan stage available.", PageCommon.Js_RefreshSelf);
return(false);
}
int iLoanTaskId = 0;
try
{
iLoanTaskId = this.CreateLoanTask(iFileID, sTaskName, this.CurrUser.iUserID, sDueDate, sDueTime, iCurrentLoanStageId);
}
catch (Exception ex)
{
}
#endregion
#region reminder
if (this.chkReminder.Checked == true)
{
string sReminderDueTime = string.Empty;
if (sDueTime != string.Empty)
{
TimeSpan Interval = new TimeSpan();
if (sReminderInterval.Contains("minutes") == true)
{
string sMinutes = sReminderInterval.Replace(" minutes", "");
int iMinutes = Convert.ToInt32(sMinutes);
Interval = new TimeSpan(0, iMinutes, 0);
}
else if (sReminderInterval.Contains("hours") == true)
{
string sHours = sReminderInterval.Replace(" hours", "");
int iHours = Convert.ToInt32(sHours);
Interval = new TimeSpan(iHours, 0, 0);
}
TimeSpan ReminderDueTime = DueTime.Add(Interval);
sReminderDueTime = ReminderDueTime.ToString();
}
string sReminderTaskName = sTaskName + " - Quick Lead Form - Reminder";
if (iReminderUserID == this.CurrUser.iUserID && sDueDate == DateTime.Now.ToString("MM/dd/yyyy"))
{
this.CurrUser.InitTaskListDueToday();
}
}
#endregion
}
#endregion
#region API MailChimp_Subscribe
if (sMarketing != string.Empty)
{
string sError2 = string.Empty;
bool bResult2 = this.MailChimp_Subscribe(iContactId, sMarketing, out sError2);
if (bResult2 == false)
{
//PageCommon.AlertMsg(this, "Failed to invoke API MailChimp_Subscribe: " + sError2);
PageCommon.WriteJsEnd(this, "Failed to invoke API MailChimp_Subscribe: " + sError2, PageCommon.Js_RefreshSelf);
return(false);
}
}
#endregion
if (ddlLoanOfficer.SelectedValue == "0") //Lead Routing Engine
{
#region invoke the WCF API LeadRouting_AssignLoanOfficer
try
{
ServiceManager sm = new ServiceManager();
using (LP2ServiceClient client = sm.StartServiceClient())
{
LR_AssignLoanOfficerReq req = new LR_AssignLoanOfficerReq();
req.LoanId = iFileID;
req.LoanOfficerId = iLoanOfficerID;
req.BorrowerContactId = iContactId;
req.CoBorrowerContactId = 0;
req.ReqHdr = new ReqHdr();
req.ReqHdr.UserId = CurrUser.iUserID;
req.ReqHdr.SecurityToken = "SecurityToken";
RespHdr resp = client.LeadRouting_AssignLoanOfficer(req);
}
}
catch (Exception ex)
{
PageCommon.WriteJsEnd(this, "Pulse Lead Manager is not running. Please select a Loan Officer from the list and save the lead.", PageCommon.Js_RefreshSelf);
return(false);
}
#endregion
}
return(true);
}