protected void gvUserLeads_Sorting(object sender, GridViewSortEventArgs e)
{
bool descending = false;
if (ViewState[e.SortExpression] == null)
{
descending = false;
}
else
{
descending = !(bool)ViewState[e.SortExpression];
}
ViewState[e.SortExpression] = descending;
ViewState["lastSortExpression"] = e.SortExpression;
ViewState["lastSortDirection"] = descending;
Expression <Func <Leads, bool> > predicate = buildPredicate();
List <LeadView> leads = LeadsManager.GetLeads(predicate);
//gvUserLeads.DataSource = LeadsManager.GetLeads(predicate, e.SortExpression, descending);
//gvUserLeads.DataBind();
}
protected void btnSearch_Click(object sender, ImageClickEventArgs e)
{
List <LeadView> leads = null;
List <UserStaff> users = null;
int clientID = 0;
var predicate = buildPredicate();
leads = LeadsManager.GetLeads(predicate).ToList();
if (leads != null && leads.Count > 0)
{
gvUserLeads.DataSource = leads;
gvUserLeads.DataBind();
// load users
clientID = SessionHelper.getClientId();
users = SecUserManager.GetStaff(clientID);
CollectionManager.FillCollection(ddlUsers, "UserId", "StaffName", users);
pnlGrid.Visible = true;
lblError.Text = string.Empty;
pnlSearch.Visible = false;
}
else
{
lblError.Text = "No results found.";
lblError.Visible = true;
}
}
private void DoBind()
{
int clientID = 0;
clientID = SessionHelper.getClientId();
var predicate = PredicateBuilder.True <CRM.Data.Entities.Leads>();
int userLead = Convert.ToInt32(Session["UserId"]);
if (!String.IsNullOrWhiteSpace(hfFromDate.Value))
{
DateTime sDate = new DateTime(Convert.ToInt32(hfFromDate.Value.Trim().Substring(6, 4)), Convert.ToInt32(hfFromDate.Value.Trim().Substring(3, 2)), Convert.ToInt32(hfFromDate.Value.Trim().Substring(0, 2)));
var datefrom = Convert.ToDateTime(sDate);
predicate = predicate.And(Lead => Lead.OriginalLeadDate >= datefrom
);
}
if (!String.IsNullOrWhiteSpace(hfToDate.Value))
{
DateTime sDate = new DateTime(Convert.ToInt32(hfToDate.Value.Trim().Substring(6, 4)), Convert.ToInt32(hfToDate.Value.Trim().Substring(3, 2)), Convert.ToInt32(hfToDate.Value.Trim().Substring(0, 2)));
var dateto = Convert.ToDateTime(sDate);
predicate = predicate.And(Lead => Lead.OriginalLeadDate <= dateto
);
}
predicate = predicate.And(Lead => Lead.UserId == userLead);
// 2013-10-22
predicate = predicate.And(Lead => Lead.LeadPolicy.Any(x => x.IsActive));
// tortega 2013-08-02 - get lead for client id
if ((roleID == (int)UserRole.Client || roleID == (int)UserRole.SiteAdministrator) && clientID > 0)
{
predicate = predicate.And(Lead => Lead.ClientID == clientID);
}
objLead = LeadsManager.GetPredicate(predicate);
if (objLead != null && objLead.Count > 0)
{
gvUserLeads.DataSource = objLead;
gvUserLeads.DataBind();
}
else
{
gvUserLeads.DataSource = null;
gvUserLeads.DataBind();
}
bindAllLeads();
// 2013-07-17
bindTasks();
}
protected void bindData()
{
int leadID = SessionHelper.getLeadId();
Leads lead = null;
// get claimant name
lead = LeadsManager.Get(leadID);
if (lead != null)
{
if (lead.LeadPolicy != null && lead.LeadPolicy.Count > 0)
{
Core.CollectionManager.FillCollection(ddlPolicyType, "policyTypeID", "policyTypeDescription", LeadPolicyTypeManager.GetCurrentPolicy(lead), false);
}
}
}
private void FillDocumentList(int LeadId)
{
Leads objLead = LeadsManager.GetByLeadId(LeadId);
//if (objLead.LeadId > 0 && objLead.LeadId != null) {
// chkInsurancePolicy.Checked = objLead.hasInsurancePolicy == null ? false : objLead.hasInsurancePolicy == false ? false : true;
// chkSignedRetainer.Checked = objLead.hasSignedRetainer == null ? false : objLead.hasSignedRetainer == false ? false : true;
// chkDamageReport.Checked = objLead.hasDamageReport == null ? false : objLead.hasDamageReport == false ? false : true;
// chkDamagePhoto.Checked = objLead.hasDamagePhoto == null ? false : objLead.hasDamagePhoto == false ? false : true;
// chkCertifiedInsurancePolicy.Checked = objLead.hasCertifiedInsurancePolicy == null ? false : objLead.hasCertifiedInsurancePolicy == false ? false : true;
// chkOwnerContract.Checked = objLead.hasOwnerContract == null ? false : objLead.hasOwnerContract == false ? false : true;
// chkContentList.Checked = objLead.hasContentList == null ? false : objLead.hasContentList == false ? false : true;
// chkDamageEstimate.Checked = objLead.hasDamageEstimate == null ? false : objLead.hasDamageEstimate == false ? false : true;
//}
}
protected void loadData()
{
int clientID = SessionHelper.getClientId();
int openCount = 0;
int closeCount = 0;
if (clientID > 0)
{
openCount = LeadsManager.GetOpenLeadCount(clientID);
closeCount = LeadsManager.GetCloseLeadCount(clientID);
lblOpenLeadCount.Text = string.Format("{0:n0}", openCount);
lblCloseLeadCount.Text = string.Format("{0:n0}", closeCount);
}
}
protected void autoFillLetter(int leadID)
{
Leads lead = null;
string letterTemplatePath = Server.MapPath(templateURL);
lead = LeadsManager.Get(leadID);
if (lead != null)
{
string finalDocumentaPath = Server.MapPath(string.Format("~/Temp/Notice_To_Insurer_{0}.doc", lead.LeadId));
Core.MergeDocumentHelper.autoFillDocument(letterTemplatePath, finalDocumentaPath, lead, true);
ReportHelper.renderToBrowser(finalDocumentaPath);
}
}
private void notifyAdjuster(CRM.Data.Entities.LeadPolicy policy)
{
AdjusterMaster adjuster = null;
string clientName = null;
string claimantName = null;
string emailText = null;
string emailPassword = null;
Leads lead = null;
int leadID = 0;
string[] recipients = null;
string userEmail = null;
string subject = null;
// get adjuster info
adjuster = AdjusterManager.Get(policy.AdjusterID ?? 0);
// retreive lead information
leadID = SessionHelper.getLeadId();
lead = LeadsManager.GetByLeadId(leadID);
if (lead != null && adjuster != null && !string.IsNullOrEmpty(adjuster.email) && (adjuster.isEmailNotification ?? true))
{
recipients = new string[] { adjuster.email };
userEmail = ConfigurationManager.AppSettings["userID"].ToString();
emailPassword = ConfigurationManager.AppSettings["Password"].ToString();
// name of CRM client
clientName = adjuster.Client == null ? "" : adjuster.Client.BusinessName;
claimantName = string.Format("{0} {1}", lead.ClaimantFirstName ?? "", lead.ClaimantLastName ?? "");
subject = string.Format("{0} has assigned {1} to you.", clientName, claimantName);
emailText = string.Format("<br>Claim # {0} was assigned to you.<br>Please review {1} right away to begin the file.<br><br>Thank you.<br><br>http://app.claimruler.com",
policy.ClaimNumber,
claimantName);
Core.EmailHelper.sendEmail(adjuster.email, recipients, null, subject, emailText, null, userEmail, emailPassword);
}
}
protected void gvCarrierPolicy_RowDataBound(object sender, GridViewRowEventArgs e)
{
CRM.Data.Entities.LeadPolicy policy = null;
decimal invoiceAmount = 0;
int profileID = Convert.ToInt32(ddlInvoiceProfile.SelectedValue);
if (e.Row.RowType == DataControlRowType.DataRow)
{
policy = e.Row.DataItem as CRM.Data.Entities.LeadPolicy;
Label lblPolicyHolder = e.Row.FindControl("lblPolicyHolder") as Label;
lblPolicyHolder.Text = LeadsManager.GetLeadName((int)policy.LeadId);
invoiceAmount = calculateInvoiceAmount(policy);
Label lblInvoiceAmount = e.Row.FindControl("lblInvoiceAmount") as Label;
lblInvoiceAmount.Text = string.Format("{0:N2}", invoiceAmount);
}
}
private void FillLeadInfo(int LeadId)
{
Lead objLead = LeadsManager.GetByLeadId(LeadId);
if (objLead.LeadId > 0 && objLead.LeadId != null)
{
string LastName = objLead.ClaimantLastName != null ? objLead.ClaimantLastName : "";
lblClaimantName.Text = objLead.ClaimantFirstName == null ? "" : objLead.ClaimantFirstName.ToString() + " " + LastName;
lblBusinessName.Text = objLead.BusinessName == null ? "" : objLead.BusinessName.ToString();
//
string ClaimantAddress = objLead.LossAddress == null ? "" : objLead.LossAddress.ToString();
string City = objLead.CityMaster == null ? "" : objLead.CityMaster.CityName;
string State = string.Empty;
if (objLead.StateMaster != null)
{
State = objLead.StateMaster.StateCode == null ? "" : objLead.StateMaster.StateCode.ToString();
}
string zip = objLead.Zip == null ? "" : objLead.Zip.ToString();
string fulladdress = ClaimantAddress + ", " + City + ", " + State + ", " + zip;
lblClaimantAdd.Text = fulladdress;
}
}
protected void Page_Load(object sender, EventArgs e)
{
int leadID = 0;
// check user permission
//Master.checkPermission();
if (!Page.IsPostBack)
{
leadID = Core.SessionHelper.getLeadId();
if (leadID > 0)
{
Leads lead = LeadsManager.GetByLeadId(leadID);
lblClaimant.Text = lead.ClaimantFirstName + " " + lead.ClaimantLastName;
bindTasks();
}
}
}
protected void gvSearchResult_Sorting(object sender, GridViewSortEventArgs e)
{
Expression <Func <Claim, bool> > predicate = null;
predicate = buildPredicate();
IQueryable <LeadView> leads = LeadsManager.SearchClaim(predicate);
bool descending = false;
if (ViewState[e.SortExpression] == null)
{
descending = false;
}
else
{
descending = !(bool)ViewState[e.SortExpression];
}
ViewState[e.SortExpression] = descending;
gvSearchResult.DataSource = leads.orderByExtension(e.SortExpression, descending);
gvSearchResult.DataBind();
}
protected void Page_Load(object sender, EventArgs e)
{
if (!IsPostBack)
{
if (Session["LeadIds"] != null)
{
hfLeadsId.Value = Session["LeadIds"].ToString();
FillDocument(Convert.ToInt32(Session["LeadIds"]));
FillDocumentList(Convert.ToInt32(Session["LeadIds"]));
Session["LeadId"] = Session["LeadIds"].ToString();
if (Session["View"] != null)
{
string view = Session["View"].ToString();
if (view != null && view == "1")
{
dvEdit.Visible = false;
lblheading.Text = "Documents";
btnPhotos.Text = "Photos";
//chkInsurancePolicy.Enabled = false;
//chkSignedRetainer.Enabled = false;
//chkDamageReport.Enabled = false;
//chkDamagePhoto.Enabled = false;
//chkCertifiedInsurancePolicy.Enabled = false;
//chkOwnerContract.Enabled = false;
//chkContentList.Enabled = false;
//chkDamageEstimate.Enabled = false;
//btnSave.Visible = false;
hfView.Value = "1";
gvDocuments.Columns[2].Visible = false;
}
}
}
Leads objLeadSubmitt = LeadsManager.GetByLeadId(Convert.ToInt32(hfLeadsId.Value));
if (objLeadSubmitt != null && objLeadSubmitt.IsSubmitted == true)
{
btnGenerateReport.Visible = true;
}
else
{
btnGenerateReport.Visible = false;
}
if (Session["LeadIds"] != null)
{
hfLeadsId.Value = Session["LeadIds"].ToString();
FillDocument(Convert.ToInt32(Session["LeadIds"]));
if (Session["Submitted"] != null)
{
string submitted = Session["submitted"].ToString();
if (submitted != null && submitted == "1")
{
dvEdit.Visible = false;
}
}
}
}
}
private void FillForm(string leadId, string view)
{
int roleID = SessionHelper.getUserRoleId();
if (leadId != null && leadId.Trim().Length > 0)
{
//hfLeadId.Value = leadId;
}
Leads objLead = LeadsManager.GetByLeadId(Convert.ToInt32(ViewState["LeadIds"].ToString()));
if (objLead.LeadId > 0)
{
// 2013-03-11 tortega for ucLeadComments.ascx
Session["LeadIds"] = objLead.LeadId;
// save claimant name to display in subsuquent pages
// remove these these in the near future
Session["ClaimantFirstName"] = objLead.ClaimantFirstName == null ? "" : objLead.ClaimantFirstName.ToString();
Session["ClaimantLastName"] = objLead.ClaimantLastName == null ? "" : objLead.ClaimantLastName.ToString();
// use this in the future
Session["InsuredName"] = objLead.InsuredName == null ? "" : objLead.InsuredName;
lblLastActivityDate.Text = objLead.LastActivityDate == null ? "" : objLead.LastActivityDate.ToString();
//lblLeadId.Text = objLead.LeadId.ToString();
//lblDateSubmited.Text = objLead.DateSubmitted == null ? "" : Convert.ToDateTime(objLead.DateSubmitted).ToString("MM/dd/yyyy");
//txtLFUUId.Text = objLead.LFUUID == null ? "" : objLead.LFUUID.ToString();
txtOriginalLeadDate.Text = objLead.OriginalLeadDate == null ? "" : Convert.ToDateTime(objLead.OriginalLeadDate).ToString("MM/dd/yyyy");
//txtLossDate.Text = objLead.LossDate == null ? "" : Convert.ToDateTime(objLead.LossDate).ToString("MM/dd/yyyy");
txtLossLocation.Text = objLead.LossLocation;
txtSecondaryLeadSource.Text = objLead.SecondaryLeadSource;
txtInsuredName.Text = objLead.InsuredName;
//fill new control
if (objLead.Birthdate != null)
{
txtBirthdate.Text = Convert.ToString(objLead.Birthdate);
}
txtReference.Text = objLead.Reference;
txtLanguage.Text = objLead.Languages;
txtTitle.Text = objLead.Title;
txtlossCountry.Text = objLead.LossCounty;
txtMailingCountry.Text = objLead.MailingCounty;
//txtClaimsNumber.Text = objLead.ClaimsNumber.ToString();
txtClaimantName.Text = objLead.ClaimantFirstName == null ? "" : objLead.ClaimantFirstName.ToString();
txtClaimantLastName.Text = objLead.ClaimantLastName == null ? "" : objLead.ClaimantLastName.ToString();
txtSalutation.Text = objLead.Salutation;
txtClaimantMiddleName.Text = objLead.ClaimantMiddleName;
txtBusinessName.Text = objLead.BusinessName == null ? "" : objLead.BusinessName.ToString();
txtEmail.Text = objLead.EmailAddress == null ? "" : objLead.EmailAddress.ToString();
ddlLeadSource.SelectedValue = objLead.LeadSource == null ? "0" : objLead.LeadSource.ToString();
ddlPrimaryProducer.SelectedValue = objLead.PrimaryProducerId.ToString();
ddlSecondaryProducer.SelectedValue = objLead.SecondaryProducerId == null ? "0" : objLead.SecondaryProducerId.ToString();
txtPhoneNumber.Text = objLead.PhoneNumber == null ? "" : objLead.PhoneNumber.ToString();
txtMobilePhone.Text = objLead.MobilePhone == null ? "" : objLead.MobilePhone.ToString();
//string damage = objLead.TypeOfDamage == null ? "0" : objLead.TypeOfDamage.ToString();
//if (damage != null) {
// string[] damg = damage.Split(',');
// for (int i = 0; i < damg.Length - 1; i++) {
// for (int j = 0; j < chkTypeOfDamage.Items.Count; j++) {
// if (chkTypeOfDamage.Items[j].Value == damg[i].ToString()) {
// chkTypeOfDamage.Items[j].Selected = true;
// }
// }
// }
//}
///ddlTypeOfProperty.SelectedValue = objLead.TypeOfProperty == null ? "0" : objLead.TypeOfProperty.ToString();
//txtMarketValue.Text = objLead.MarketValue == null ? "" : objLead.MarketValue.ToString();
txtLossAddress.Text = objLead.LossAddress == null ? "" : objLead.LossAddress.ToString();
txtLossAddress2.Text = objLead.LossAddress2 == null ? "" : objLead.LossAddress2.ToString();
if (objLead.AppraiserID != null)
{
ddlAppraiser.SelectedValue = objLead.AppraiserID.ToString();
}
if (objLead.ContractorID != null)
{
ddlContractor.SelectedValue = objLead.ContractorID.ToString();
}
if (objLead.UmpireID != null)
{
ddlUmpire.SelectedValue = objLead.UmpireID.ToString();
}
txtCityName.Text = objLead.CityName;
if (!string.IsNullOrEmpty(objLead.StateName))
{
setLossState(objLead.StateName);
}
//if (!string.IsNullOrEmpty(objLead.StateName))
// ddlState.SelectedValue = objLead.StateName;
txtZipCode.Text = objLead.Zip;
txtMailingAddress.Text = objLead.MailingAddress;
txtMailingAddress2.Text = objLead.MailingAddress2;
txtMailingCity.Text = objLead.MailingCity;
if (!string.IsNullOrEmpty(objLead.MailingState))
{
ddlMailingState.SelectedValue = objLead.StateName;
}
txtMailingZip.Text = objLead.MailingZip;
lblHead.Text = "Insured Details";
//if (objLead.IsSubmitted != null && objLead.IsSubmitted == true) {
// btnGenerateReport.Visible = true;
//}
ddlOwnerSame.SelectedValue = objLead.OwnerSame == null ? "0" : objLead.OwnerSame.ToString();
txtOwnerFirstName.Text = objLead.OwnerFirstName == null ? "" : objLead.OwnerFirstName.ToString();
txtOwnerLastName.Text = objLead.OwnerLastName == null ? "" : objLead.OwnerLastName.ToString();
txtOwnerPhone.Text = objLead.OwnerPhone == null ? "" : objLead.OwnerPhone.ToString();
// 2013-03-11 tortega added owner email
txtOwnerEmail.Text = objLead.OwnerEmail == null ? "" : objLead.OwnerEmail;
txtSecondaryEmail.Text = objLead.SecondaryEmail == null ? "" : objLead.SecondaryEmail.ToString();
txtSecondaryPhone.Text = objLead.SecondaryPhone == null ? "" : objLead.SecondaryPhone.ToString();
int categoryId = ContactManager.GetContactId("Claimant");
Contact objcontact = ContactManager.GetLeadContact(objLead.LeadId, categoryId);
if (objcontact != null)
{
if (!string.IsNullOrEmpty(objcontact.ContactName))
{
txtThirdPartyName.Text = objcontact.ContactName;
}
else
{
txtThirdPartyName.Text = objcontact.FirstName.Trim() + " " + objcontact.LastName.Trim();
}
txtThirdPartyStreet.Text = objcontact.Address1;
txtThirdPartyCity.Text = objcontact.CityName;
txtThirdPartyState.Text = objcontact.State;
txtThirdPartyPostalCodes.Text = objcontact.ZipCode;
txtThirdPartyPhoneNumber.Text = objcontact.Phone;
}
}
else
{
// empty lead
objLead.OriginalLeadDate = DateTime.Now;
}
if (view != null && view.Trim().Length > 0)
{
controlReadOnly();
//btnUpload.Visible = true;
//btnUpload.Text = "View Photos And Docs";
//btnComments.Visible = true;
}
}
protected void btnSaveAndContinue_Click(object sender, EventArgs e)
{
bool isDuplicate = false;
Leads objLead = null;
lblError.Text = string.Empty;
lblError.Visible = false;
lblSave.Text = string.Empty;
lblSave.Visible = false;
lblMessage.Visible = false;
lblMessage.Text = string.Empty;
bool isNew = false;
Page.Validate("NewLead");
if (!Page.IsValid)
{
return;
}
try {
if (ViewState["LeadIds"] == null)
{
// new lead/claim
objLead = new Leads();
objLead.UserId = Convert.ToInt32(Session["UserId"]);
// 2013-07-19
objLead.ClientID = Convert.ToInt32(Session["ClientId"]);
objLead.DateSubmitted = DateTime.Now;
objLead.Status = 1;
isNew = true;
}
else
{
objLead = LeadsManager.GetByLeadId(Convert.ToInt32(ViewState["LeadIds"].ToString()));
}
//int claimsNumber = 0;
objLead.Longitude = Convert.ToDouble(hf_Longitude.Value);
objLead.Latitude = Convert.ToDouble(hf_Latitude.Value);
DateTime?originalLeadDate = null;
if (!string.IsNullOrEmpty(txtOriginalLeadDate.Text.Trim()))
{
originalLeadDate = Convert.ToDateTime(txtOriginalLeadDate.Text.Trim());
}
//DateTime.TryParse(txtOriginalLeadDate.Text.Trim(), out originalLeadDate);
DateTime?lastContactDate = null;
DateTime?siteSurveyDate = null;
objLead.OriginalLeadDate = originalLeadDate;
//DateTime? lossDate = null;
//if (!string.IsNullOrEmpty(txtLossDate.Text.Trim()))
// lossDate = Convert.ToDateTime(txtLossDate.Text.Trim());
//objLead.LossDate = lossDate;
// 2013-10-29 tortega
objLead.LossLocation = txtLossLocation.Text.Trim();
//objLead.ClaimsNumber = claimsNumber;
objLead.InsuredName = txtInsuredName.Text.Trim();
objLead.ClaimantFirstName = txtClaimantName.Text.Trim();;
objLead.ClaimantLastName = txtClaimantLastName.Text.Trim();
objLead.ClaimantMiddleName = txtClaimantMiddleName.Text.Trim();
objLead.Salutation = txtSalutation.Text.Trim();
objLead.BusinessName = txtBusinessName.Text;
objLead.SecondaryLeadSource = txtSecondaryLeadSource.Text;
if (Convert.ToInt32(ddlUmpire.SelectedValue) != 0)
{
objLead.UmpireID = Convert.ToInt32(ddlUmpire.SelectedValue);
}
if (Convert.ToInt32(ddlContractor.SelectedValue) != 0)
{
objLead.ContractorID = Convert.ToInt32(ddlContractor.SelectedValue);
}
if (Convert.ToInt32(ddlAppraiser.SelectedValue) != 0)
{
objLead.AppraiserID = Convert.ToInt32(ddlAppraiser.SelectedValue);
}
// mailing address
objLead.MailingAddress = txtMailingAddress.Text.Trim();
objLead.MailingAddress2 = txtMailingAddress2.Text.Trim();
objLead.MailingCity = txtMailingCity.Text.Trim();
if (ddlMailingState.SelectedIndex > 0)
{
objLead.MailingState = ddlMailingState.SelectedValue;
}
objLead.MailingZip = txtMailingZip.Text.Trim();
// Loss Address
objLead.LossAddress = txtLossAddress.Text;
objLead.LossAddress2 = txtLossAddress2.Text;
if (ddlState.SelectedIndex > 0)
{
objLead.StateName = ddlState.SelectedValue;
}
objLead.CityName = txtCityName.Text;
objLead.Zip = txtZipCode.Text;
// check for duplicate name/address
isDuplicate = LeadsManager.CheckForDuplicate(objLead);
if (isDuplicate)
{
lblError.Text = "Duplicate clients not allowed.";
lblError.Visible = true;
return;
}
objLead.EmailAddress = txtEmail.Text;
if (Convert.ToInt32(ddlLeadSource.SelectedValue) != 0)
{
objLead.LeadSource = Convert.ToInt32(ddlLeadSource.SelectedValue);
}
if (Convert.ToInt32(ddlPrimaryProducer.SelectedValue) != 0)
{
objLead.PrimaryProducerId = Convert.ToInt32(ddlPrimaryProducer.SelectedValue);
}
if (Convert.ToInt32(ddlSecondaryProducer.SelectedValue) != 0)
{
objLead.SecondaryProducerId = Convert.ToInt32(ddlSecondaryProducer.SelectedValue);
}
objLead.PhoneNumber = txtPhoneNumber.Text;
objLead.MobilePhone = txtMobilePhone.Text;
//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 (Damagetxt != string.Empty && DamageId != string.Empty) {
// objLead.TypeOfDamage = DamageId;
// objLead.TypeofDamageText = Damagetxt;
//}
//if (Convert.ToInt32(ddlTypeOfProperty.SelectedValue) != 0) {
// objLead.TypeOfProperty = Convert.ToInt32(ddlTypeOfProperty.SelectedValue);
//}
objLead.IsSubmitted = true;
objLead.SiteSurveyDate = siteSurveyDate;
objLead.LastContactDate = lastContactDate;
if (Convert.ToInt32(ddlOwnerSame.SelectedValue) != 0)
{
objLead.OwnerSame = Convert.ToInt32(ddlOwnerSame.SelectedValue);
}
objLead.OwnerFirstName = txtOwnerFirstName.Text.Trim();
objLead.OwnerLastName = txtOwnerLastName.Text.Trim();
objLead.OwnerPhone = txtOwnerPhone.Text.Trim();
// 2013-03-11 tortega added owner email
objLead.OwnerEmail = txtOwnerEmail.Text.Trim();
objLead.SecondaryEmail = txtSecondaryEmail.Text.Trim();
objLead.SecondaryPhone = txtSecondaryPhone.Text.Trim();
//save new fields
if (!string.IsNullOrEmpty(txtBirthdate.Text))
{
objLead.Birthdate = Convert.ToDateTime(txtBirthdate.Text);
}
objLead.Reference = txtReference.Text;
objLead.Languages = txtLanguage.Text;
objLead.Title = txtTitle.Text;
objLead.LossCounty = txtlossCountry.Text;
objLead.MailingCounty = txtMailingCountry.Text;
Leads ins = LeadsManager.Save(objLead);
if (ins.LeadId > 0)
{
int categoryId = ContactManager.GetContactId("Claimant");;
Contact objcontact = ContactManager.GetLeadContact(objLead.LeadId, categoryId);
string[] name = txtThirdPartyName.Text.Split(' ');
int nameLength = name.Length;
string firstName = string.Empty;
string lastName = string.Empty;
firstName = firstName.Trim();
if (nameLength > 1)
{
for (int count = 0; count <= nameLength - 2; count++)
{
firstName = firstName + " " + name[count];
}
lastName = name[nameLength - 1];
}
else
{
firstName = name[0];
}
Contact contact = null;
contact = new Contact();
if (objcontact != null)
{
contact.ContactID = objcontact.ContactID;
}
contact.LeadId = ins.LeadId;
contact.ClientID = SessionHelper.getClientId();
contact.UserID = SessionHelper.getUserId();
contact.IsActive = true;
contact.FirstName = firstName.Trim();
contact.LastName = lastName.Trim();
contact.ContactName = firstName.Trim() + " " + lastName.Trim();;
contact.Address1 = txtThirdPartyStreet.Text;
contact.CityName = txtThirdPartyCity.Text;
contact.State = txtThirdPartyState.Text;
contact.ZipCode = txtThirdPartyPostalCodes.Text;
contact.Phone = txtThirdPartyPhoneNumber.Text;
contact.CategoryID = categoryId;
if (objcontact == null)
{
contact = ContactManager.SaveContact(contact);
//Contact contactupdate = new Contact();
//contactupdate.ContactID = contact.ContactID;
//contactupdate.ContactName = contact.ContactName;
//contact = ContactManager.UpdateContact(contactupdate);
}
else
{
contact = ContactManager.Update(contact);
}
Session["LeadIds"] = ins.LeadId;
ViewState["LeadIds"] = ins.LeadId;
//savePolicy();
//SaveLeadLog(objLead);
showControls(true);
lblSave.Text = "Claim/Lead information saved successfully.";
lblSave.Visible = true;
//// repopulate policy info after saving a new lead
//if (isNew) {
// fillPolicy(ins.LeadId);
//}
}
}
catch (Exception ex) {
lblError.Text = "Your update could not be saved for the following reason(s):<br />" + ex.ToString();
lblError.Visible = true;
}
}
protected void Page_Load(object sender, EventArgs e)
{
int leadID = 0;
// set default button
Page.Form.DefaultButton = btnSaveAndContinue1.UniqueID;
Page.Form.DefaultFocus = txtOriginalLeadDate.UniqueID;
if (!IsPostBack)
{
bindProducer();
bindState();
bindDDL();
if (this.Context.Items["selectedleadid"] != null && this.Context.Items["selectedleadid"].ToString().Length > 0 &&
Convert.ToInt32(this.Context.Items["selectedleadid"]) > 0 &&
this.Context.Items["view"] != null)
{
//hfLeadId.Value = this.Context.Items["selectedleadid"].ToString();
Session["LeadIds"] = this.Context.Items["selectedleadid"].ToString();
ViewState["LeadIds"] = this.Context.Items["selectedleadid"].ToString();
hfAdminView.Value = this.Context.Items["view"].ToString();
// reset page for photos
Session["pageIndex"] = 0;
// update last activity date
LeadsManager.UpdateLastActivityDate(Convert.ToInt32(this.Context.Items["selectedleadid"]));
FillForm(ViewState["LeadIds"].ToString(), hfAdminView.Value);
bindTasks();
}
else
{
// new lead/claim
pnlTasks.Visible = false;
txtOriginalLeadDate.Value = DateTime.Today;
//tr_taskPanel.Visible = false;
checkForTrialAccount();
}
}
// 2013-07-27 tortega - refresh tasks
if (ViewState["LeadIds"] != null && int.TryParse(ViewState["LeadIds"].ToString(), out leadID) && leadID > 0)
{
//bindTasks();
pnlTasks.Visible = true;
//buildLeadMenu();
showControls(true);
}
else
{
showControls(false);
}
if (Request.Params["t"] != null)
{
tabContainer.ActiveTabIndex = Convert.ToInt16(Request.Params["t"]);
}
}
public DataAccessResponseType RemoveLabel(string accountNameKey, string labelName, string requesterId, RequesterType requesterType, string sharedClientKey)
{
// Ensure the clients are certified.
if (sharedClientKey != Sahara.Core.Platform.Requests.RequestManager.SharedClientKey)
{
return(null);
}
//Get ACCOUNT
var account = AccountManager.GetAccount(accountNameKey, true, AccountManager.AccountIdentificationType.AccountName);
#region Validate Request
var requesterName = string.Empty;
var requesterEmail = string.Empty;
var requestResponseType = RequestManager.ValidateRequest(requesterId,
requesterType, out requesterName, out requesterEmail,
Sahara.Core.Settings.Platform.Users.Authorization.Roles.Manager,
Sahara.Core.Settings.Accounts.Users.Authorization.Roles.Manager);
if (!requestResponseType.isApproved)
{
//Request is not approved, send results:
return(new DataAccessResponseType {
isSuccess = false, ErrorMessage = requestResponseType.requestMessage
});
}
#endregion
var result = LeadsManager.RemoveLabel(account, labelName);
#region Log Account Activity
/*
* if (result.isSuccess)
* {
* try
* {
*
* //Object Log ---------------------------
* AccountLogManager.LogActivity(
* accountId,
* CategoryType.Inventory,
* ActivityType.Inventory_PropertyCreated,
* "Property '" + propertyName + "' created",
* requesterName + " created '" + propertyName + "' property",
* requesterId,
* requesterName,
* requesterEmail,
* null,
* null,
* result.SuccessMessage);
* }
* catch { }
* }
*/
#endregion
return(result);
}
protected void bindData()
{
int invoiceID = 0;
int policyID = 0;
CRM.Data.Entities.LeadInvoice invoice = null;
List <LeadInvoiceDetail> invoiceDetails = null;
// get id for current lead
int leadID = Core.SessionHelper.getLeadId();
// get client id
int clientID = Core.SessionHelper.getClientId();
// get current policy
policyID = Core.SessionHelper.getPolicyID();
// check for new invoice or edit invoice
ViewState["InvoiceID"] = Request.Params["id"] == null ? "0" : Request.Params["id"].ToString();
int.TryParse(ViewState["InvoiceID"].ToString(), out invoiceID);
// get lead/claim
Leads lead = LeadsManager.Get(leadID);
if (lead != null)
{
bindBillTo(lead);
lblClient.Text = string.Format("<b>{0} {1}<br/>{2}<br/>{3}<br/>{4}, {5} {6}</b>",
lead.ClaimantFirstName ?? "", //0
lead.ClaimantLastName ?? "", //1
lead.LossAddress ?? "", //2
lead.LossAddress2 ?? "", //3
lead.CityName ?? "", //4
lead.StateName ?? "", // 5
lead.Zip ?? "" //6
);
}
if (invoiceID == 0)
{
// new invoice
txtInvoiceDate.Text = DateTime.Now.ToShortDateString();
invoiceDetails = new List <LeadInvoiceDetail>();
invoiceDetails.Add(new LeadInvoiceDetail());
gvInvoiceLines.DataSource = invoiceDetails;
gvInvoiceLines.DataBind();
// hide empty row
gvInvoiceLines.Rows[0].Visible = false;
// hide print button
//btnPrint.Visible = false;
// hiden invoice number
pnlInvoiceNumber.Visible = false;
}
else
{
// edit invoice
invoice = LeadInvoiceManager.Get(invoiceID);
// show print button
//btnPrint.Visible = true;
if (invoice != null && invoice.LeadInvoiceDetail != null)
{
txtInvoiceDate.Text = string.Format("{0:MM/dd/yyyy}", invoice.InvoiceDate);
txtDueDate.Text = string.Format("{0:MM/dd/yyyy}", invoice.DueDate);
txtBillTo.Text = invoice.BillToName;
txtBillToAddress1.Text = invoice.BillToAddress1;
txtBillToAddress2.Text = invoice.BillToAddress2;
txtBillToAddress3.Text = invoice.BillToAddress3;
// reference
txtReferenceNumber.Text = invoice.AdjusterInvoiceNumber;
// show total
txtTotalAmount.Text = string.Format("{0:N2}", invoice.TotalAmount);
// sort line items by date
gvInvoiceLines.DataSource = invoice.LeadInvoiceDetail.OrderBy(x => x.LineDate);
gvInvoiceLines.DataBind();
// show invoice numebr
pnlInvoiceNumber.Visible = true;
txtInvoiceNumber.Text = string.Format("{0:N0}", invoice.InvoiceNumber ?? 0);
}
}
bindInvoiceServices();
}
protected void btnGenerateRepLetter_Click(object sender, EventArgs e)
{
int LeadId = Convert.ToInt32(hfLeadsId.Value);
if (LeadId > 0)
{
var _leads = LeadsManager.GetByLeadId(LeadId);
if (!validateForm((Leads)_leads))
{
lblError.Text = "All or some of the Insurance Information is missing. Please verify information.";
lblError.Visible = true;
return;
}
string InsurancecompanyName = null; // _leads.InsuranceCompanyName == null ? "" : _leads.InsuranceCompanyName.ToString();
string InsuranceContactName = null; // _leads.InsuranceContactName == null ? "" : _leads.InsuranceContactName.ToString();
string InsuranceAddress = null; // _leads.InsuranceAddress == null ? "" : _leads.InsuranceAddress.ToString();
string iCity = _leads.CityMaster == null ? "" : _leads.CityMaster.CityName;
string iState = "";
if (_leads.StateMaster != null)
{
iState = _leads.StateMaster.StateCode == null ? "" : _leads.StateMaster.StateCode.ToString();
}
string zip = _leads.Zip == null ? "" : _leads.Zip.ToString();
string izip = null; // leads.InsuranceZipCode == null ? "" : _leads.InsuranceZipCode;
string insfulladdress = iState + " " + zip;
string _firstName = _leads.ClaimantFirstName == null ? "" : _leads.ClaimantFirstName.ToString();
string _lastName = _leads.ClaimantLastName == null ? "" : _leads.ClaimantLastName.ToString();
string Claimant_Name = _firstName + ' ' + _lastName;
string BusinessName = _leads.BusinessName == null ? "" : _leads.BusinessName.ToString();
string ClaimantAddress = _leads.LossAddress == null ? "" : _leads.LossAddress.ToString();
string City = _leads.CityMaster == null ? "" : _leads.CityMaster.CityName;
string State = "";
if (_leads.StateMaster != null)
{
State = _leads.StateMaster.StateCode == null ? "" : _leads.StateMaster.StateCode;
}
string fulladdress = State + " " + izip;
string policy = null; // _leads.InsurancePolicyNumber == null ? "" : _leads.InsurancePolicyNumber.ToString();
StringBuilder sb = new StringBuilder();
string url = string.Empty;
url = "http://demo.claimruler.com/images/claim_ruler_logo.jpg";
//url = "http://csg.sandyclaims.org/images/lg.jpg";
//url = Request.PhysicalApplicationPath + "Images/lg.jpg";
//string url = string.Empty;
//string domain1;
//Uri urls = HttpContext.Current.Request.Url;
//domain1 = urls.AbsoluteUri.Replace(urls.PathAndQuery, string.Empty);
//url = domain1 + "/Images/";
sb.Append("<html>");
sb.Append("<head>");
//sb.Append("<style type='text/css'>");
//sb.Append("body {margin:5%;width:90%;}");
//sb.Append("</style>");
sb.Append("</head>");
sb.Append("<body >");
sb.Append("<form>");
sb.Append("<div align='center'>");
//sb.Append("<p style='width: 20px; height: 20px;'><img src='" + url + "lg.jpg' style='height: 20px; width: 20px' /></p>");
sb.Append("<p style='width: 20px; height: 20px;'><img src='" + url + "' style='height: 20px; width: 20px' /></p>");
sb.Append("<p style='font-family: Times New Roman; font-size: 14px;'>");
sb.Append("401 East Las Olas Blvd #130-356<br />");
sb.Append(" Fort Lauderdale, FL 33301");
sb.Append("</p>");
sb.Append("</div>");
sb.Append("<div style='height: 25px'>");
sb.Append(" </div>");
sb.Append("<div style='text-align: center;'>");
sb.Append("<p style='font-family: Times New Roman; font-size: 16px; font-weight: bold;'>");
sb.Append("Notice of Representation and Lien on Claim</p>");
sb.Append("</div>");
sb.Append("<div style='font-family: Times New Roman; font-size: 16px;'>");
sb.Append("" + DateTime.Now.Date.ToString("MMMM dd, yyyy") + "<br />");
sb.Append("<br />");
sb.Append("" + InsurancecompanyName + "<br />");
sb.Append("" + InsuranceAddress + "<br />");
sb.Append("" + City + ", " + fulladdress + "<br />");
//sb.Append(""+insfulladdress+"<br />");
//sb.Append("" + fulladdress + "<br />");
// 2013-03-11 tortega
sb.Append("<p>Insurance Company Contact:<br/>");
//sb.Append(_leads.InsuranceContactName + "<br/>");
//sb.Append(_leads.InsuranceContactPhone + "<br/>");
//sb.Append(_leads.InsuranceContactEmail + "<br/>");
sb.Append("</p>");
sb.Append("</div>");
sb.Append("<div style='height: 30px;'>");
sb.Append(" </div>");
sb.Append("<div style='font-family: Times New Roman; margin-left: 35px; font-size: 16px;'>");
sb.Append("<label style='font-weight: bold;'>");
sb.Append("Re: </label>" + Claimant_Name + "<br/>");
sb.Append(ClaimantAddress + "<br />");
if (!string.IsNullOrEmpty(_leads.LossAddress2))
{
sb.Append(_leads.LossAddress2 + "<br/>");
}
sb.Append(iCity + ", " + insfulladdress + "<br />");
//sb.Append("" + fulladdress + "");
//sb.Append("" + insfulladdress + "");
sb.Append("</div>");
sb.Append("<div style='font-family: Times New Roman; font-size: 16px;'>");
sb.Append("<br />");
sb.Append("<label style='font-weight: bold;'>");
sb.Append("Insurance Co: </label>" + InsurancecompanyName);
sb.Append("<br />");
sb.Append("<label style='font-weight: bold;'>Policy #: </label>" + policy + "");
sb.Append("<br />");
sb.Append("<label style='font-weight: bold; margin-left:187px;'>Claim #: </label>" + _leads.ClaimsNumber);
sb.Append("</div>");
sb.Append("<div style='font-family: Times New Roman; font-size: 16px;'>");
sb.Append("<p>");
sb.Append("Please be advised that we represent the above named client with regard to damages and claim<br />");
sb.Append("arising from Superstorm Sandy. Attached is a copy of our Contract For Services.");
sb.Append("</p>");
// 2013-03-11 tortega
sb.Append("<p>");
sb.Append("Please be advised that Claims Strategies Group has a lien to the extent of its fees on all<br/>");
sb.Append("proceeds and agreement with the client that it be named as a party on all payments.<br/>");
sb.Append("The correct title of the company to be named is: <b>Claim Ruler Example Public Adjsuter</b>");
sb.Append("</p>");
sb.Append("<p>");
sb.Append("At this time we have not completed our review of or estimate of the client’s claim.<br />");
sb.Append("We understand that your adjuster has attended the property. Please provide the following<br />");
sb.Append("information at the earliest time:");
sb.Append("</p>");
sb.Append("<p style='margin-left:20px;'>");
sb.Append("1 A complete copy of the policy of insurance.<br />");
sb.Append("2 A complete copy of the application for insurance.<br />");
sb.Append("3 A complete copy of any estimates completed and photographs taken.<br />");
sb.Append("4 The name and contact information for your adjuster who will be appointed for any<br />");
sb.Append(" re-inspection necessary or the handling adjuster so we may correspond further.");
sb.Append("</p>");
sb.Append("<p>");
sb.Append("If you have any questions, please contact us:<br />");
sb.Append("<br />");
sb.Append("Thank you,");
sb.Append("</p>");
sb.Append("</div>");
sb.Append("<div style='height:25px;'></div>");
sb.Append("<div style='font-family: Times New Roman; font-size: 16px;'>");
sb.Append("Jane Doe<br />");
sb.Append("Claims Processor<br />");
sb.Append("Office: +1 (732) 555-1212<br />");
sb.Append("Fax +1 (866) 555-1212<br />");
sb.Append("E-mail:<a href='#' >[email protected]</a><br />");
sb.Append("Web: <a href='#' > http://www.examplepublicadjuster.com</a><br />");
sb.Append("</div>");
sb.Append("</form>");
sb.Append("</body>");
sb.Append("</html>");
Response.AppendHeader("Content-Type", "application/msword");
Response.AppendHeader("Content-disposition", "attachment; filename=Rep Letter .doc");
Response.Write(sb);
}
}
//protected void bindBillTo(Lead lead) {
// ListItem billToItem = null;
// string itemValue = null;
// string claimantName = null;
// ddlBillTo.Items.Add(new ListItem("Select One", "0"));
// if (lead != null && lead.LeadPolicies != null && lead.LeadPolicies.Count > 0) {
// // add insurance company policy
// foreach (LeadPolicy policy in lead.LeadPolicies) {
// if (!string.IsNullOrEmpty(policy.InsuranceCompanyName)) {
// itemValue = string.Format("{0}|{1}", policy.PolicyType, policy.CarrierID ?? 0);
// billToItem = new ListItem(policy.InsuranceCompanyName, itemValue);
// ddlBillTo.Items.Add(billToItem);
// }
// }
// // add client mailing address as option
// claimantName = string.Format("{0} {1}", lead.ClaimantFirstName ?? "", lead.ClaimantLastName ?? "");
// itemValue = string.Format("{0}|{1}|{2}|{3}|{4}|{5}",
// 1, // homeowners
// claimantName,
// lead.MailingAddress ?? "",
// lead.MailingCity ?? "",
// lead.MailingState ?? "",
// lead.MailingZip ?? ""
// );
// ddlBillTo.Items.Add(new ListItem("Policyholder - Mailing Address", itemValue));
// // add client loss address as option
// claimantName = string.Format("{0} {1}", lead.ClaimantFirstName ?? "", lead.ClaimantLastName ?? "");
// itemValue = string.Format("{0}|{1}|{2}|{3}|{4}|{5}",
// 1, // homeowners
// claimantName,
// (lead.LossAddress ?? "") + (lead.LossAddress2 ?? ""),
// lead.CityName ?? "",
// lead.StateName ?? "",
// lead.Zip ?? ""
// );
// ddlBillTo.Items.Add(new ListItem("Policyholder - Loss Address", itemValue));
// }
//}
protected void bindData()
{
int claimID = 0;
int clientID = 0;
int invoiceID = 0;
int leadID = 0;
int policyID = 0;
string dencryptedID = null;
Invoice invoice = null;
InvoiceDetail invoiceDetail = null;
List <InvoiceDetail> invoiceDetails = null;
// get id for current lead
claimID = Core.SessionHelper.getClaimID();
// get id for current lead
leadID = Core.SessionHelper.getLeadId();
// get client id
clientID = Core.SessionHelper.getClientId();
// get current policy
policyID = Core.SessionHelper.getPolicyID();
// check for new invoice or edit invoice
if (Request.Params["q"] != null)
{
dencryptedID = Core.SecurityManager.DecryptQueryString(Request.Params["q"].ToString());
ViewState["InvoiceID"] = dencryptedID;
}
else
{
ViewState["InvoiceID"] = "0";
}
int.TryParse(ViewState["InvoiceID"].ToString(), out invoiceID);
// get lead/claim
Leads lead = LeadsManager.GetByLeadId(leadID);
// get policy type
lblPolicyType.Text = LeadPolicyManager.GetPolicyTypeDescription(policyID);
// get policy number
lblPolicyNumber.Text = LeadPolicyManager.GetPolicyNumber(policyID);
// get insurer claim number
lblInsurerClaimNumber.Text = ClaimsManager.getInsurerClaimNumber(claimID);
// get policy information
if (lead != null)
{
lblClient.Text = string.Format("<b>{0} {1}<br/>{2}<br/>{3}<br/>{4}, {5} {6}</b>",
lead.ClaimantFirstName ?? "", //0
lead.ClaimantLastName ?? "", //1
lead.LossAddress ?? "", //2
lead.LossAddress2 ?? "", //3
lead.CityName ?? "", //4
lead.StateName ?? "", //5
lead.Zip ?? "" //6
);
}
if (invoiceID == 0)
{
// new invoice
txtInvoiceDate.Text = DateTime.Now.ToShortDateString();
invoiceDetail = new InvoiceDetail();
invoiceDetail.LineDate = DateTime.Now;
invoiceDetails = new List <InvoiceDetail>();
invoiceDetails.Add(invoiceDetail);
gvInvoiceLines.DataSource = invoiceDetails;
gvInvoiceLines.DataBind();
// hide empty row
gvInvoiceLines.Rows[0].Visible = false;
// hide print button
//btnPrint.Visible = false;
// hiden invoice number
//pnlInvoiceNumber.Visible = false;
}
else
{
// edit invoice
invoice = InvoiceManager.Get(invoiceID);
// show print button
//btnPrint.Visible = true;
if (invoice != null && invoice.InvoiceDetail != null)
{
txtInvoiceDate.Text = string.Format("{0:MM/dd/yyyy}", invoice.InvoiceDate);
txtDueDate.Text = string.Format("{0:MM/dd/yyyy}", invoice.DueDate);
txtBillTo.Text = invoice.BillToName;
txtBillToAddress1.Text = invoice.BillToAddress1;
txtBillToAddress2.Text = invoice.BillToAddress2;
txtBillToAddress3.Text = invoice.BillToAddress3;
// reference
txtReferenceNumber.Text = (invoice.InvoiceNumber ?? 0).ToString();
// show total
txtTotalAmount.Text = string.Format("{0:N2}", invoice.TotalAmount);
// sort line items by date
gvInvoiceLines.DataSource = invoice.InvoiceDetail.OrderBy(x => x.LineDate);
gvInvoiceLines.DataBind();
// show invoice numebr
//pnlInvoiceNumber.Visible = true;
txtInvoiceNumber.Text = string.Format("{0:N0}", invoice.InvoiceNumber ?? 0);
}
}
bindInvoiceServices();
}
protected void btnSend_Click(object sender, EventArgs e)
{
string[] attachments = null;
int clientID = 0;
string[] recipient = null;
List <string> emails = null;
CRM.Data.Entities.SecUser user = null;
string decryptedPassword = null;
string fromEmail = null;
string subject = txtEmailSubject.Text.Trim();
string bodyText = txtEmailText.Text.Trim();
user = SecUserManager.GetByUserId(SessionHelper.getUserId());
if (user == null)
{
return;
}
int roleID = SessionHelper.getUserRoleId();
if (roleID == (int)UserRole.Client || roleID == (int)UserRole.SiteAdministrator)
{
clientID = SessionHelper.getClientId();
emails = LeadsManager.GetLeadEmails(clientID);
}
else
{
emails = LeadsManager.GetLeadEmails();
}
fromEmail = user.Email;
txtEmailText.Text += "\n\n" + user.emailSignature ?? "";
decryptedPassword = Core.SecurityManager.Decrypt(user.emailPassword);
if (fileUpload.HasFile && fileUpload.PostedFile.ContentLength > 0)
{
attachments = new string[] { Path.GetFullPath(fileUpload.PostedFile.FileName) };
}
if (emails != null && emails.Count > 0)
{
try {
foreach (string email in emails)
{
recipient = new string[] { email };
Core.EmailHelper.sendEmail(fromEmail, recipient, null, subject, bodyText, attachments, user.Email, decryptedPassword);
}
lblMessage.Text = "Email broadcast complete.";
lblMessage.CssClass = "ok";
}
catch (Exception ex) {
lblMessage.Text = "Email broadcast failed.";
lblMessage.CssClass = "error";
}
}
}
//protected void saveCoverages(int policyID) {
// LeadPolicyCoverage coverage = null;
// decimal deductible = 0;
// foreach (GridViewRow row in gvCoverages.Rows) {
// if (row.RowType == DataControlRowType.DataRow) {
// TextBox txtCoverage = row.FindControl("txtCoverage") as TextBox;
// TextBox txtLimit = row.FindControl("txtLimit") as TextBox;
// WebTextEditor txtDeductible = row.FindControl("txtDeductible") as WebTextEditor;
// TextBox txtCoinsuranceForm = row.FindControl("txtCoinsuranceForm") as TextBox;
// // skip empty rows
// if (string.IsNullOrEmpty(txtCoverage.Text) && string.IsNullOrEmpty(txtLimit.Text) && string.IsNullOrEmpty(txtDeductible.Text))
// continue;
// coverage = new LeadPolicyCoverage();
// coverage.LeadPolicyID = policyID;
// decimal.TryParse(txtDeductible.Text, out deductible);
// coverage.Deductible = deductible;
// coverage.Description = txtCoverage.Text.Trim();
// LeadPolicyCoverageManager.Save(coverage);
// }
// }
//}
protected Leads saveLead()
{
Leads lead = new Leads();
AdjusterMaster adjuster = null;
lead.ClientID = clientID;
lead.UserId = userID;
lead.Status = 1;
//if (roleID == (int)UserRole.Adjuster) {
// // assign adjuster
// adjuster = AdjusterManager.GetAdjusterByUserID(userID);
// if (adjuster != null)
// lead.Adjuster = adjuster.AdjusterId;
//}
lead.ClaimantFirstName = txtInsuredFirstName.Text.Trim();
lead.ClaimantLastName = txtInsuredLastName.Text.Trim();
#region insured loss address
lead.LossAddress = txtInsuredLossAddressLine.Text.Trim();
lead.LossAddress2 = txtInsuredLossAddressLine2.Text.Trim();
if (ddlInsuredLossState.SelectedIndex > 0)
{
lead.StateId = Convert.ToInt32(ddlInsuredLossState.SelectedValue);
lead.StateName = ddlInsuredLossState.SelectedItem.Text;
}
if (this.ddlInsuredLossCity.SelectedIndex > 0)
{
lead.CityId = Convert.ToInt32(ddlInsuredLossCity.SelectedValue);
lead.CityName = ddlInsuredLossCity.SelectedItem.Text;
}
if (this.ddlInsuredLossZipCode.SelectedIndex > 0)
{
lead.Zip = ddlInsuredLossZipCode.SelectedItem.Text;
}
#endregion
#region insured mailing address
lead.MailingAddress = txtInsuredMailingAddress.Text.Trim();
if (ddlInsuredMailingCity.SelectedIndex > 0)
{
lead.MailingCity = ddlInsuredMailingCity.SelectedItem.Text;
}
if (ddlInsuredMailingState.SelectedIndex > 0)
{
lead.MailingState = ddlInsuredMailingState.SelectedItem.Text;
}
if (ddlInsuredMailingZipCode.SelectedIndex > 0)
{
lead.MailingZip = ddlInsuredMailingZipCode.SelectedItem.Text;
}
#endregion
lead.OriginalLeadDate = DateTime.Now;
lead.PhoneNumber = txtInsuredPhone.Text.Trim();
lead.EmailAddress = txtInsuredEmail.Text.Trim();
lead.SecondaryPhone = txtInsuredFax.Text.Trim();
if (ddlTypeOfProperty.SelectedIndex > 0)
{
lead.TypeOfProperty = Convert.ToInt32(ddlTypeOfProperty.SelectedValue);
}
#region damage type
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 (Damagetxt != string.Empty && DamageId != string.Empty)
{
lead.TypeOfDamage = DamageId;
lead.TypeofDamageText = Damagetxt;
}
#endregion
lead = LeadsManager.Save(lead);
return(lead);
}
private Leads createLead(DataRow dataRow)
{
Leads lead = null;
string userFieldName = null;
int clientID = SessionHelper.getClientId();
int userID = SessionHelper.getUserId();
string insuredName = null;
string strValue = null;
// insured name
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Insured Name");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
insuredName = dataRow[userFieldName].ToString().Trim();
}
if (string.IsNullOrEmpty(insuredName))
{
return(null);
}
lead = new Leads();
lead.ClientID = clientID;
lead.UserId = userID;
lead.Status = 1;
lead.OriginalLeadDate = DateTime.Now;
lead.InsuredName = insuredName;
// mailing address 1
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Mailing Address");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
strValue = dataRow[userFieldName].ToString().Trim();
lead.MailingAddress = strValue.Length > 50 ? strValue.Substring(0, 50) : strValue;
lead.LossAddress = lead.MailingAddress;
}
// mailing address 2
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Mailing Address2");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
strValue = dataRow[userFieldName].ToString().Trim();
lead.MailingAddress2 = strValue.Length > 50 ? strValue.Substring(0, 50) : strValue;
lead.LossAddress2 = lead.MailingAddress2;
}
// mailing city
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Mailing City");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
strValue = dataRow[userFieldName].ToString().Trim();
lead.MailingCity = strValue.Length > 50 ? strValue.Substring(0, 50) : strValue;
lead.CityName = lead.MailingCity;
}
// mailing state
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Mailing State");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
strValue = dataRow[userFieldName].ToString().Trim();
lead.MailingState = strValue.Length > 20 ? strValue.Substring(0, 20) : strValue;
lead.StateName = lead.MailingState;
}
// mailing zip
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Mailing Zip");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
strValue = dataRow[userFieldName].ToString().Trim();
lead.MailingZip = strValue.Length > 10 ? strValue.Substring(0, 10) : strValue;
lead.Zip = lead.MailingZip;
}
// mailing county
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Mailing County");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
strValue = dataRow[userFieldName].ToString().Trim();
lead.MailingCounty = strValue.Length > 50 ? strValue.Substring(0, 50) : strValue;
lead.LossCounty = lead.MailingCounty;
}
// Business Phone Number
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Business Phone Number");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
strValue = dataRow[userFieldName].ToString().Trim();
lead.SecondaryPhone = strValue.Length > 35 ? strValue.Substring(0, 35) : strValue;
}
// Home Phone Number
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Home Phone Number");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
strValue = dataRow[userFieldName].ToString().Trim();
lead.PhoneNumber = strValue.Length > 35 ? strValue.Substring(0, 35) : strValue;
}
lead = LeadsManager.Save(lead);
return(lead);
}
public void bindData(int invoiceID)
{
int claimID = 0;
int clientID = 0;
int leadID = 0;
int policyID = 0;
Claim claim = null;
Invoice invoice = null;
InvoiceDetail invoiceDetail = null;
Leads lead = null;
List <InvoiceDetail> invoiceDetails = null;
// save invoice id
ViewState["InvoiceID"] = invoiceID.ToString();
invoice = InvoiceManager.Get(invoiceID);
if (invoice != null)
{
claimID = invoice.ClaimID;
claim = ClaimsManager.Get(claimID);
policyID = claim.PolicyID;
leadID = claim.LeadPolicy.Leads.LeadId;
lead = claim.LeadPolicy.Leads;
clientID = (int)lead.ClientID;
// get policy type
if (claim.LeadPolicy != null && claim.LeadPolicy.LeadPolicyType != null)
{
lblPolicyType.Text = claim.LeadPolicy.LeadPolicyType.Description;
}
// get policy number
if (claim.LeadPolicy != null)
{
lblPolicyNumber.Text = claim.LeadPolicy.PolicyNumber;
}
// get insurer claim number
lblInsurerClaimNumber.Text = claim.InsurerClaimNumber;
}
else
{
// new invoice
// get id for current lead
claimID = Core.SessionHelper.getClaimID();
// get id for current lead
leadID = Core.SessionHelper.getLeadId();
// get client id
clientID = Core.SessionHelper.getClientId();
// get current policy
policyID = Core.SessionHelper.getPolicyID();
// get lead/claim
lead = LeadsManager.GetByLeadId(leadID);
// get policy type
lblPolicyType.Text = LeadPolicyManager.GetPolicyTypeDescription(policyID);
// get policy number
lblPolicyNumber.Text = LeadPolicyManager.GetPolicyNumber(policyID);
// get insurer claim number
lblInsurerClaimNumber.Text = ClaimsManager.getInsurerClaimNumber(claimID);
}
// get policy information
if (lead != null)
{
lblClient.Text = string.Format("<b>{0} {1}<br/>{2}<br/>{3}<br/>{4}, {5} {6}</b>",
lead.ClaimantFirstName ?? "", //0
lead.ClaimantLastName ?? "", //1
lead.LossAddress ?? "", //2
lead.LossAddress2 ?? "", //3
lead.CityName ?? "", //4
lead.StateName ?? "", //5
lead.Zip ?? "" //6
);
}
if (invoiceID == 0)
{
// new invoice
txtInvoiceDate.Text = DateTime.Now.ToShortDateString();
invoiceDetail = new InvoiceDetail();
invoiceDetail.LineDate = DateTime.Now;
invoiceDetails = new List <InvoiceDetail>();
invoiceDetails.Add(invoiceDetail);
gvInvoiceLines.DataSource = invoiceDetails;
gvInvoiceLines.DataBind();
// hide empty row
gvInvoiceLines.Rows[0].Visible = false;
// hide print button
//btnPrint.Visible = false;
// hiden invoice number
//pnlInvoiceNumber.Visible = false;
}
else
{
// edit invoice
// show print button
btnPrint.Visible = true;
lbtnEmail.Visible = true;
if (invoice != null && invoice.InvoiceDetail != null)
{
txtInvoiceDate.Text = string.Format("{0:MM/dd/yyyy}", invoice.InvoiceDate);
txtDueDate.Text = string.Format("{0:MM/dd/yyyy}", invoice.DueDate);
txtBillTo.Text = invoice.BillToName;
txtBillToAddress1.Text = invoice.BillToAddress1;
txtBillToAddress2.Text = invoice.BillToAddress2;
txtBillToAddress3.Text = invoice.BillToAddress3;
// reference
txtReferenceNumber.Text = (invoice.InvoiceNumber ?? 0).ToString();
// show total
txtTotalAmount.Text = string.Format("{0:N2}", invoice.TotalAmount);
// sort line items by date
gvInvoiceLines.DataSource = invoice.InvoiceDetail.OrderBy(x => x.LineDate);
gvInvoiceLines.DataBind();
// show invoice numebr
//pnlInvoiceNumber.Visible = true;
txtInvoiceNumber.Text = string.Format("{0:N0}", invoice.InvoiceNumber ?? 0);
}
}
bindInvoiceServices();
contractGrid.DataBind();
}
public void SortGrid(string expression, bool fromSort, string Grid)
{
int userLead = Convert.ToInt32(Session["UserId"]);
var predicate = PredicateBuilder.True <CRM.Data.Entities.Leads>();
if (!String.IsNullOrWhiteSpace(hfFromDate.Value))
{
DateTime sDate = new DateTime(Convert.ToInt32(hfFromDate.Value.Trim().Substring(6, 4)), Convert.ToInt32(hfFromDate.Value.Trim().Substring(3, 2)), Convert.ToInt32(hfFromDate.Value.Trim().Substring(0, 2)));
var datefrom = Convert.ToDateTime(sDate);
predicate = predicate.And(Lead => Lead.OriginalLeadDate >= datefrom
);
}
if (!String.IsNullOrWhiteSpace(hfToDate.Value))
{
DateTime sDate = new DateTime(Convert.ToInt32(hfToDate.Value.Trim().Substring(6, 4)), Convert.ToInt32(hfToDate.Value.Trim().Substring(3, 2)), Convert.ToInt32(hfToDate.Value.Trim().Substring(0, 2)));
var dateto = Convert.ToDateTime(sDate);
predicate = predicate.And(Lead => Lead.OriginalLeadDate <= dateto
);
}
predicate = predicate.And(Lead => Lead.Status != 0);
if (Grid == "gvUser")
{
predicate = predicate.And(Lead => Lead.UserId == userLead);
}
else
{
predicate = predicate.And(Lead => Lead.UserId == 0);
}
var objLead1 = LeadsManager.GetPredicate(predicate).ToList().AsEnumerable();
string sortExpression = expression;
string direction = string.Empty;
if (fromSort)
{
if (SortDirection == SortDirection.Ascending)
{
SortDirection = SortDirection.Descending;
}
else
{
SortDirection = SortDirection.Ascending;
}
}
if (SortDirection == SortDirection.Ascending)
{
if (objLead1 != null)
{
switch (expression)
{
case "SecUser.UserName":
objLead1 = objLead1.OrderBy(x => x.SecUser != null ? x.SecUser.UserName : "").ToList();
break;
case "OriginalLeadDate":
objLead1 = objLead1.OrderBy(x => x.OriginalLeadDate).ToList();
break;
case "ClaimsNumber":
objLead1 = objLead1.OrderBy(x => x.ClaimsNumber).ToList();
break;
//////////////////////////////////////
//case "StatusMaster.StatusName":
// objLead1 = objLead1.OrderBy(x => x.StatusMaster != null ? x.StatusMaster.StatusName : "").ToList();
// break;
//case "SubStatusMaster.SubStatusName":
// objLead1 = objLead1.OrderBy(x => x.SubStatusMaster != null ? x.SubStatusMaster.SubStatusName : "").ToList();
// break;
case "SiteSurveyDate":
objLead1 = objLead1.OrderBy(x => x.SiteSurveyDate).ToList();
break;
//case "AllDocumentsOnFile":
// objLead1 = objLead1.OrderBy(x => x.AllDocumentsOnFile).ToList();
// break;
case "ClaimantFirstName":
objLead1 = objLead1.OrderBy(x => x.ClaimantFirstName).ToList();
break;
case "ClaimantLastName":
objLead1 = objLead1.OrderBy(x => x.ClaimantLastName).ToList();
break;
case "CityMaster_1.CityName":
objLead1 = objLead1.OrderBy(x => x.CityMaster != null ? x.CityMaster.CityName : "").ToList();
break;
case "StateMaster1.StateCode":
objLead1 = objLead1.OrderBy(x => x.StateMaster != null ? x.StateMaster.StateCode : "").ToList();
break;
case "Zip":
objLead1 = objLead1.OrderBy(x => x.Zip).ToList();
break;
case "LeadSourceMaster.LeadSourceName":
objLead1 = objLead1.OrderBy(x => x.LeadSourceMaster != null ? x.LeadSourceMaster.LeadSourceName : "").ToList();
break;
case "TypeOfDamageText":
objLead1 = objLead1.OrderBy(x => x.TypeofDamageText).ToList();
break;
case "TypeOfPropertyMaster.TypeOfProperty":
objLead1 = objLead1.OrderBy(x => x.TypeOfPropertyMaster != null ? x.TypeOfPropertyMaster.TypeOfProperty : "").ToList();
break;
}
}
}
else
{
if (objLead1 != null)
{
switch (expression)
{
case "SecUser.UserName":
objLead1 = objLead1.OrderByDescending(x => x.SecUser != null ? x.SecUser.UserName : "").ToList();
break;
case "OriginalLeadDate":
objLead1 = objLead1.OrderByDescending(x => x.OriginalLeadDate).ToList();
break;
case "ClaimsNumber":
objLead1 = objLead1.OrderByDescending(x => x.ClaimsNumber).ToList();
break;
//case "StatusMaster.StatusName":
// objLead1 = objLead1.OrderByDescending(x => x.StatusMaster != null ? x.StatusMaster.StatusName : "").ToList();
// break;
//case "SubStatusMaster.SubStatusName":
// objLead1 = objLead1.OrderByDescending(x => x.SubStatusMaster != null ? x.SubStatusMaster.SubStatusName : "").ToList();
// break;
case "SiteSurveyDate":
objLead1 = objLead1.OrderByDescending(x => x.SiteSurveyDate).ToList();
break;
//case "AllDocumentsOnFile":
// objLead1 = objLead1.OrderByDescending(x => x.AllDocumentsOnFile).ToList();
// break;
case "ClaimantFirstName":
objLead1 = objLead1.OrderByDescending(x => x.ClaimantFirstName).ToList();
break;
case "ClaimantLastName":
objLead1 = objLead1.OrderByDescending(x => x.ClaimantLastName).ToList();
break;
case "CityMaster_1.CityName":
objLead1 = objLead1.OrderByDescending(x => x.CityMaster != null ? x.CityMaster.CityName : "").ToList();
break;
case "StateMaster1.StateCode":
objLead1 = objLead1.OrderByDescending(x => x.StateMaster != null ? x.StateMaster.StateCode : "").ToList();
break;
case "Zip":
objLead1 = objLead1.OrderByDescending(x => x.Zip).ToList();
break;
case "LeadSourceMaster.LeadSourceName":
objLead1 = objLead1.OrderByDescending(x => x.LeadSourceMaster != null ? x.LeadSourceMaster.LeadSourceName : "").ToList();
break;
case "TypeOfDamageText":
objLead1 = objLead1.OrderByDescending(x => x.TypeofDamageText).ToList();
break;
case "TypeOfPropertyMaster.TypeOfProperty":
objLead1 = objLead1.OrderBy(x => x.TypeOfPropertyMaster != null ? x.TypeOfPropertyMaster.TypeOfProperty : "").ToList();
break;
}
}
}
if (Grid == "gvUser")
{
gvUserLeads.DataSource = objLead1;
gvUserLeads.DataBind();
}
else
{
grdAllLead.DataSource = objLead1;
grdAllLead.DataBind();
}
}
public LeadsController()
{
leadsManager = new LeadsManager();
taskManager = new CRM_Task_Manager();
}
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;
try {
bool isnew = false;
Leads objLead = new Leads();
if (hfLeadsId.Value == "0")
{
isnew = true;
}
else
{
objLead = LeadsManager.GetByLeadId(Convert.ToInt32(hfLeadsId.Value));
}
if (isnew)
{
}
else
{
/*New Fields*/
//objLead.hasInsurancePolicy = chkInsurancePolicy.Checked == true ? true : false;
//objLead.hasSignedRetainer = chkSignedRetainer.Checked == true ? true : false;
//objLead.hasDamageReport = chkDamageReport.Checked == true ? true : false;
//objLead.hasDamagePhoto = chkDamagePhoto.Checked == true ? true : false;
//objLead.hasCertifiedInsurancePolicy = chkCertifiedInsurancePolicy.Checked == true ? true : false;
//objLead.hasOwnerContract = chkOwnerContract.Checked == true ? true : false;
//objLead.hasContentList = chkContentList.Checked == true ? true : false;
//objLead.hasDamageEstimate = chkDamageEstimate.Checked == true ? true : false;
//if (chkInsurancePolicy.Checked == true && chkSignedRetainer.Checked == true && chkDamageReport.Checked == true && chkDamagePhoto.Checked == true &&
// chkCertifiedInsurancePolicy.Checked == true && chkOwnerContract.Checked == true && chkContentList.Checked == true && chkDamageEstimate.Checked == true) {
// objLead.AllDocumentsOnFile = true;
//}
//else {
// objLead.AllDocumentsOnFile = false;
//}
/**/
Leads ins = LeadsManager.Save(objLead);
//if (ins.LeadId > 0) {
// LeadLog objLeadlog = new LeadLog();
// //objLeadlog.hasInsurancePolicy = chkInsurancePolicy.Checked == true ? true : false;
// //objLeadlog.hasSignedRetainer = chkSignedRetainer.Checked == true ? true : false;
// //objLeadlog.hasDamageReport = chkDamageReport.Checked == true ? true : false;
// //objLeadlog.hasDamagePhoto = chkDamagePhoto.Checked == true ? true : false;
// //objLeadlog.hasCertifiedInsurancePolicy = chkCertifiedInsurancePolicy.Checked == true ? true : false;
// //objLeadlog.hasOwnerContract = chkOwnerContract.Checked == true ? true : false;
// //objLeadlog.hasContentList = chkContentList.Checked == true ? true : false;
// //objLeadlog.hasDamageEstimate = chkDamageEstimate.Checked == true ? true : false;
// //if (chkInsurancePolicy.Checked == true && chkSignedRetainer.Checked == true && chkDamageReport.Checked == true && chkDamagePhoto.Checked == true &&
// // chkCertifiedInsurancePolicy.Checked == true && chkOwnerContract.Checked == true && chkContentList.Checked == true && chkDamageEstimate.Checked == true) {
// // objLeadlog.AllDocumentsOnFile = true;
// //}
// //else {
// // objLeadlog.AllDocumentsOnFile = false;
// //}
// /**/
// LeadLog insLog = LeadsManager.SaveLeadLog(objLeadlog);
// FillDocumentList(Convert.ToInt32(hfLeadsId.Value));
// lblSave.Text = "Data Saved Sucessfully.";
// lblSave.Visible = true;
//}
}
}
catch (Exception ex) {
lblError.Text = "Data Not Saved.";
lblError.Visible = true;
}
}
protected void emailDocumentLink(string finalReportPath, string emailTo)
{
int userID = Core.SessionHelper.getUserId();
string bodyText = null;
int leadID = Convert.ToInt32(Session["LeadIds"]);
string password = null;
int port = 0;
string[] recipients = null;
string subject = null;
Leads lead = null;
string encryptedQuery = null;
System.Text.StringBuilder html = new System.Text.StringBuilder();
CRM.Data.Entities.SecUser user = SecUserManager.GetByUserId(userID);
if (user != null && user.Email != null && user.emailHost != null && user.emailHostPort != null)
{
if (string.IsNullOrEmpty(emailTo))
{
recipients = new string[] { user.Email }
}
;
else
{
recipients = emailTo.Split(new char[] { ',', ';' }, StringSplitOptions.RemoveEmptyEntries);
}
lead = LeadsManager.GetByLeadId(leadID);
if (lead != null)
{
encryptedQuery = Core.SecurityManager.EncryptQueryString(leadID.ToString());
subject = string.Format("{0} {1} wants to share {2} {3} Public Adjuster Claim File with you",
user.FirstName, user.LastName, lead.ClaimantFirstName, lead.ClaimantLastName);
html.Append("<table cellpadding=\"0\" cellspacing=\"0\" style=\"border-left:1px #b9e1fb solid;border-right:1px #b9e1fb solid;border-bottom:1px #b9e1fb solid;border-top:1px #b9e1fb solid;border-radius:0px 0px 4px 4px\" border=\"0\" align=\"center\">");
html.Append("<tbody><tr><td colspan=\"3\" height=\"36\"></td></tr>");
html.Append("<tr><td width=\"36\"></td>");
html.Append("<td width=\"454\" style=\"font-size:14px;color:#444444;font-family:'Open Sans','Lucida Grande','Segoe UI',Arial,Verdana,'Lucida Sans Unicode',Tahoma,'Sans Serif';border-collapse:collapse\" align=\"left\" valign=\"top\">");
html.Append(string.Format("{0} {1} invited you to a Claim Ruler Software shared file called \"{2} {3}.\"",
user.FirstName, user.LastName, lead.ClaimantFirstName, lead.ClaimantLastName));
string css = "border-radius:3px;border-left:1px #18639a solid;font-size:16px;border-bottom:1px #0f568b solid;padding:14px 7px 14px 7px;border-top:1px #2270ab solid;display:block;max-width:210px;font-family:'Open Sans','lucida grande','Segoe UI',arial,verdana,'lucida sans unicode',tahoma,sans-serif;text-align:center;background-image:-webkit-gradient(linear,0% 0%,0% 100%,from(rgb(55,163,235)),to(rgb(33,129,207)));width:210px;text-decoration:none;color:white;border-right:1px #18639a solid;font-weight:600;margin:0px auto 0px auto;background-color:#33a0e8";
html.Append(string.Format("<br/><br/><center><a style=\"{0}\" href=\"{1}/Temp/{2}.pdf\">View Report</a></center>",
css, ConfigurationManager.AppSettings["appURL"], leadID));
html.Append(string.Format("<br/><br/><center><a style=\"{0}\" href=\"{1}/Content/SharedDocuments.aspx?q={2}\">View Files</a></center></td>",
css, ConfigurationManager.AppSettings["appURL"], encryptedQuery));
html.Append("<td width='36'></td></tr><tr><td colspan='3' height='36'></td></tr></tbody></table>");
port = Convert.ToInt32(user.emailHostPort);
password = SecurityManager.Decrypt(user.emailPassword);
bodyText = html.ToString();
Core.EmailHelper.sendEmail(user.Email, recipients, null, subject, bodyText, null, user.emailHost, port, user.Email, password, user.isSSL ?? false);
}
}
}
protected void grdAllLead_RowCommand(object sender, GridViewCommandEventArgs e)
{
if (e.CommandName == "DoView")
{
this.Context.Items.Add("selectedleadid", e.CommandArgument.ToString());
this.Context.Items.Add("view", "U");
Server.Transfer("~/protected/admin/newlead.aspx");
}
if (e.CommandName == "DoEdit")
{
this.Context.Items.Add("selectedleadid", e.CommandArgument.ToString());
this.Context.Items.Add("view", "");
Server.Transfer("~/protected/admin/newlead.aspx");
}
if (e.CommandName == "DoCopy")
{
int LId = Convert.ToInt32(e.CommandArgument);
try {
var list = LeadsManager.GetByLeadId(LId);
Leads objlead = new Leads(); // CRM.Web.Utilities.cln.Clone(list);
//objlead.Adjuster = list.Adjuster;
//objlead.AllDocumentsOnFile = list.AllDocumentsOnFile;
objlead.BusinessName = list.BusinessName;
objlead.CityId = list.CityId;
objlead.ClaimantAddress = list.ClaimantAddress;
objlead.ClaimantComments = list.ClaimantComments;
objlead.ClaimantFirstName = list.ClaimantFirstName;
objlead.ClaimantLastName = list.ClaimantLastName;
objlead.ClaimsNumber = list.ClaimsNumber;
objlead.DateSubmitted = list.DateSubmitted;
objlead.EmailAddress = list.EmailAddress;
//objlead.FloodPolicy = list.FloodPolicy;
//objlead.Habitable = list.Habitable;
objlead.hasCertifiedInsurancePolicy = list.hasCertifiedInsurancePolicy;
objlead.hasContentList = list.hasContentList;
objlead.hasDamageEstimate = list.hasDamageEstimate;
objlead.hasDamagePhoto = list.hasDamagePhoto;
objlead.hasDamageReport = list.hasDamageReport;
objlead.hasInsurancePolicy = list.hasInsurancePolicy;
objlead.hasOwnerContract = list.hasOwnerContract;
objlead.hasSignedRetainer = list.hasSignedRetainer;
objlead.HearAboutUsDetail = list.HearAboutUsDetail;
objlead.InspectorCell = list.InspectorCell;
objlead.InspectorEmail = list.InspectorEmail;
objlead.InspectorName = list.InspectorName;
//objlead.InsuranceAddress = list.InsuranceAddress;
//objlead.InsuranceCity = list.InsuranceCity;
//objlead.InsuranceCompanyName = list.InsuranceCompanyName;
//objlead.InsuranceContactEmail = list.InsuranceContactEmail;
//objlead.InsuranceContactName = list.InsuranceContactName;
//objlead.InsuranceContactPhone = list.InsuranceContactPhone;
//objlead.InsurancePolicyNumber = list.InsurancePolicyNumber;
//objlead.InsuranceState = list.InsuranceState;
//objlead.InsuranceZipCode = list.InsuranceZipCode;
objlead.IsSubmitted = list.IsSubmitted;
objlead.LastContactDate = list.LastContactDate;
// objlead.LeadComments = list.LeadComments;
objlead.LeadSource = list.LeadSource;
//objlead.LeadStatus = list.LeadStatus;
objlead.LFUUID = list.LFUUID;
objlead.LossAddress = list.LossAddress;
objlead.MarketValue = list.MarketValue;
objlead.OriginalLeadDate = list.OriginalLeadDate;
objlead.OtherSource = list.OtherSource;
objlead.OwnerFirstName = list.OwnerFirstName;
objlead.OwnerLastName = list.OwnerLastName;
objlead.OwnerPhone = list.OwnerPhone;
objlead.OwnerSame = list.OwnerSame;
objlead.PhoneNumber = list.PhoneNumber;
objlead.PrimaryProducerId = list.PrimaryProducerId;
objlead.PropertyDamageEstimate = list.PropertyDamageEstimate;
objlead.ReporterToInsurer = list.ReporterToInsurer;
objlead.SecondaryEmail = list.SecondaryEmail;
objlead.SecondaryPhone = list.SecondaryPhone;
objlead.SecondaryProducerId = list.SecondaryProducerId;
objlead.SiteInspectionCompleted = list.SiteInspectionCompleted;
objlead.SiteLocation = list.SiteLocation;
objlead.SiteSurveyDate = list.SiteSurveyDate;
objlead.StateId = list.StateId;
objlead.Status = list.Status;
//objlead.SubStatus = list.SubStatus;
objlead.TypeOfDamage = list.TypeOfDamage;
objlead.TypeofDamageText = list.TypeofDamageText;
objlead.TypeOfProperty = list.TypeOfProperty;
objlead.UserId = list.UserId;
objlead.WebformSource = list.WebformSource;
//objlead.WindPolicy = list.WindPolicy;
objlead.Zip = list.Zip;
LeadsManager.Save(objlead);
lblSave.Text = "Record Copyed Sucessfully.";
lblSave.Visible = true;
DoBind();
}
catch (Exception ex) {
lblError.Text = "Record Not Copyed.";
lblError.Visible = true;
}
}
}
protected void btnSave_click(object sender, EventArgs e)
{
int userID = 0;
Leads lead = null;
int leadID = 0;
StringBuilder claimList = new StringBuilder();
int transferCount = 0;
userID = Convert.ToInt32(ddlUsers.SelectedValue);
if (userID > 0)
{
try {
using (TransactionScope scope = new TransactionScope()) {
foreach (GridViewRow row in gvUserLeads.Rows)
{
if (row.RowType == DataControlRowType.DataRow)
{
CheckBox cbx = row.FindControl("cbxLead") as CheckBox;
if (cbx != null && cbx.Checked)
{
leadID = (int)gvUserLeads.DataKeys[row.RowIndex].Value;
lead = LeadsManager.GetByLeadId(leadID);
if (lead != null)
{
lead.UserId = userID;
LeadsManager.Save(lead);
++transferCount;
claimList.Append(string.Format("<tr align=\"center\"><td>{0}</td>", lead.insuredName));
claimList.Append(string.Format("<td>{0}</td>", lead.LossAddress ?? ""));
claimList.Append(string.Format("<td>{0}</td>", lead.CityName ?? ""));
claimList.Append(string.Format("<td>{0}</td>", lead.StateName ?? ""));
claimList.Append(string.Format("<td>{0:MM/dd/yyyy}</td></tr>", lead.LossDate));
}
}
}
} // foreach
scope.Complete();
} // using
// send email notification to assigned use
//notifyUser(userID, claimList);
// reset search
//resetSearch();
lblSave.Text = "Transfer completed successfully.";
lblSave.Visible = true;
}
catch (Exception ex) {
lblError.Text = "Transfer was not completed due to error.";
lblError.Visible = true;
Core.EmailHelper.emailError(ex);
}
}
}
