/// <summary>
/// Add a new matter
/// </summary>
/// <param name="logonId">Logon id obtained when logging on to the logon service</param>
/// <param name="matter">Matter details</param>
/// <returns></returns>
public MatterReturnValue AddMatter(Guid logonId, Matter matter)
{
MatterReturnValue returnValue = new MatterReturnValue();
try
{
// Get the logged on user from the current logons and add their
// ApplicationSettings the list of concurrent sessions.
Host.LoadLoggedOnUser(logonId);
try
{
Functions.RestrictRekoopIntegrationUser(UserInformation.Instance.DbUid);
switch (UserInformation.Instance.UserType)
{
case DataConstants.UserType.Staff:
// Can do everything
break;
case DataConstants.UserType.Client:
case DataConstants.UserType.ThirdParty:
throw new Exception("Access denied");
default:
throw new Exception("Access denied");
}
// Ensure we have permission
if (!UserSecuritySettings.GetUserSecuitySettings(182))
throw new Exception("You do not have sufficient permissions to carry out this request");
// Verify Annual Licence
if (!IRIS.Law.PmsBusiness.LicenseDetails.AnnualLicenseIsValid())
{
throw new Exception("Unable to add Matter. Your Annual Licence has expired or is invalid.");
}
SrvMatter srvMatter = new SrvMatter();
srvMatter.ClientId = matter.ClientId;
srvMatter.MatterDescription = matter.Description;
srvMatter.MatterPartnerMemberId = matter.PartnerMemberId;
srvMatter.FeeEarnerMemberId = matter.FeeEarnerMemberId;
srvMatter.WorkCategoryFranchised = matter.Franchised;
//Call SetDefaultsOnFeeEarnerMemberId in order to set the userId
srvMatter.SetDefaultsOnFeeEarnerMemberId();
srvMatter.UFNNumber = matter.UFN;
srvMatter.UFNDate = matter.UFNDate;
srvMatter.IsPublicFunding = matter.IsPublicFunding;
srvMatter.ClientBankId = matter.ClientBankId;
srvMatter.OfficeBankId = matter.OfficeBankId;
srvMatter.ChargeDescriptionId = matter.ChargeDescriptionId;
srvMatter.CurrentWorkTypeId = matter.WorkTypeId;
srvMatter.DepartmentId = matter.DepartmentId;
srvMatter.BranchId = matter.BranchReference;
srvMatter.CourtId = matter.CourtId;
srvMatter.MatterTypeId = matter.MatterTypeId;
srvMatter.ClientHOUCN = matter.HOUCN;
srvMatter.EarnerReference = matter.FeeEarnerReference;
srvMatter.ConOrgMemIdCollection = new NameValueCollection();
foreach (JointClientCandidateSearchItem client in matter.JointClientCandidates.Rows)
{
srvMatter.ConOrgMemIdCollection.Add(client.OrganisationId, client.MemberId);
}
string errorMessage;
returnValue.Success = srvMatter.Save(out errorMessage);
returnValue.Message = errorMessage;
matter.Id = srvMatter.ProjectId;
returnValue.Matter = matter;
}
finally
{
// Remove the logged on user's ApplicationSettings from the
// list of concurrent sessions
Host.UnloadLoggedOnUser();
}
}
catch (System.Data.SqlClient.SqlException)
{
returnValue.Success = false;
returnValue.Message = Functions.SQLErrorMessage;
}
catch (Exception ex)
{
returnValue.Success = false;
returnValue.Message = ex.Message;
}
return returnValue;
}
/// <summary>
/// Update an existing matter
/// </summary>
/// <param name="logonId">Logon id obtained when logging on to the logon service</param>
/// <param name="matter">Matter details</param>
/// <returns></returns>
public ReturnValue UpdateMatter(Guid logonId, Matter matter)
{
ReturnValue returnValue = new ReturnValue();
try
{
// Get the logged on user from the current logons and add their
// ApplicationSettings the list of concurrent sessions.
Host.LoadLoggedOnUser(logonId);
try
{
Functions.RestrictRekoopIntegrationUser(UserInformation.Instance.DbUid);
switch (UserInformation.Instance.UserType)
{
case DataConstants.UserType.Staff:
// Can do everything
break;
case DataConstants.UserType.Client:
case DataConstants.UserType.ThirdParty:
throw new Exception("Access denied");
default:
throw new Exception("Access denied");
}
SrvMatter srvMatter = new SrvMatter();
srvMatter.Load(matter.Id);
// Save Matter Details
srvMatter.ProjectId = matter.Id;
srvMatter.MatterDescription = matter.Description;
srvMatter.MatterKeyDescription = matter.KeyDescription;
srvMatter.FeeEarnerMemberId = matter.FeeEarnerMemberId;
srvMatter.MatterPartnerMemberId = matter.PartnerMemberId;
srvMatter.CurrentWorkTypeId = matter.WorkTypeId;
srvMatter.ClientBankId = matter.ClientBankId;
srvMatter.OfficeBankId = matter.OfficeBankId;
srvMatter.MatterDepositBankId = matter.DepositBankId;
srvMatter.BranchId = matter.BranchReference;
srvMatter.DepartmentId = matter.DepartmentId;
srvMatter.ChargeDescriptionId = matter.ChargeDescriptionId;
srvMatter.CourtId = matter.CourtId;
srvMatter.MatterOpenDate = matter.OpenDate;
srvMatter.MatterNextReviewDate = matter.NextReviewDate;
srvMatter.MatterCostReviewDate = matter.CostReviewDate;
srvMatter.MatterClosedDate = matter.ClosedDate;
srvMatter.MatterDestructDate = matter.DestructDate;
srvMatter.MatterFileNo = matter.FileNo;
srvMatter.MatterCompleted = matter.CompletedDate;
// Save Matter Additional Info
srvMatter.MatterQuote = matter.Quote;
srvMatter.MatterDisbsLimit = matter.DisbsLimit;
srvMatter.MatterTimeLimit = matter.TimeLimit;
srvMatter.MatterWIPLimit = matter.WIPLimit;
srvMatter.MatterOverallLimit = matter.OverallLimit;
srvMatter.MatterStatus = matter.Status;
srvMatter.MatterIndicators = matter.Indicators;
srvMatter.MatterBankReference = matter.BankReference;
srvMatter.MatCashCollID = matter.CashCollectionId;
srvMatter.MatTotalLockup = matter.TotalLockup;
srvMatter.OurReference = matter.OurReference;
srvMatter.PreviousReference = matter.PreviousReference;
srvMatter.SourceID = matter.BusinessSourceId;
// TODO: Save Campaign Id
// = campaignId = matter.SourceCampaignId;
srvMatter.UserId = matter.PersonDealingId;
srvMatter.MatterSalutationEnvelope = matter.SalutationEnvelope;
srvMatter.MatterSalutationLetter = matter.SalutationLetter;
srvMatter.MatterLetterHead = matter.LetterHead;
//Save Matter Public Funding
srvMatter.MatterLegalAided = matter.IsPublicFunding;
srvMatter.MatterFranchised = matter.Franchised;
srvMatter.MatterLondonRate = matter.isLondonRate;
srvMatter.UFNDate = matter.UFNDate;
srvMatter.UFNNumber = matter.UFN;
srvMatter.MatterPFCertificateNo = matter.PFCertificateNo;
srvMatter.MatterPFCertificateLimits = matter.PFCertificateNoLimits;
srvMatter.MatterTypeId = matter.MatterTypeId;
srvMatter.ClientId = matter.ClientId;
string errorMessage;
returnValue.Success = srvMatter.Save(out errorMessage);
returnValue.Message = errorMessage;
}
finally
{
// Remove the logged on user's ApplicationSettings from the
// list of concurrent sessions
Host.UnloadLoggedOnUser();
}
}
catch (System.Data.SqlClient.SqlException)
{
returnValue.Success = false;
returnValue.Message = Functions.SQLErrorMessage;
}
catch (Exception ex)
{
returnValue.Success = false;
returnValue.Message = ex.Message;
}
return returnValue;
}
