/// <summary>
/// Add a new matter
/// </summary>
/// <param name="oHostSecurityToken">HostSecurityToken obtained when security provider of IWS is called</param>
/// <param name="matter">Matter details</param>
/// <returns></returns>
public MatterReturnValue AddMatter(HostSecurityToken oHostSecurityToken, Matter matter)
{
MatterReturnValue returnValue = null;
if (Functions.ValidateIWSToken(oHostSecurityToken))
{
oMatterService = new MatterService();
returnValue = oMatterService.AddMatter(Functions.GetLogonIdFromToken(oHostSecurityToken), matter);
}
else
{
returnValue = new MatterReturnValue();
returnValue.Success = false;
returnValue.Message = "Invalid Token";
}
return returnValue;
}
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();
}
}
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 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>
/// 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>
/// Get one matter
/// </summary>
/// <param name="logonId">Logon id obtained when logging on to the logon service</param>
/// <param name="projectId">Matter project id</param>
/// <returns></returns>
public MatterReturnValue GetMatter(Guid logonId, Guid projectId)
{
MatterReturnValue returnValue = new MatterReturnValue();
try
{
// Get the logged on user from the current logons and add their
// ApplicationSettings the list of concurrent sessions.
// ApplicationSettings.Instance can now be used to get the
// ApplicationSettings for this session.
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:
if (!SrvMatterCommon.WebAllowedToAccessMatter(projectId))
throw new Exception("Access denied");
break;
default:
throw new Exception("Access denied");
}
SrvMatter srvMatter = new SrvMatter();
int campaignId = SrvMatterCommon.GetCampaignForProject(projectId);
srvMatter.Load(projectId);
Matter matter = new Matter();
matter.Id = srvMatter.ProjectId;
// Load Matter Details
matter.Description = srvMatter.MatterDescription;
matter.KeyDescription = srvMatter.MatterKeyDescription;
matter.FeeEarnerMemberId = srvMatter.FeeEarnerMemberId;
matter.PartnerMemberId = srvMatter.MatterPartnerMemberId;
matter.WorkTypeId = srvMatter.CurrentWorkTypeId;
matter.ClientBankId = srvMatter.ClientBankId;
matter.OfficeBankId = srvMatter.OfficeBankId;
matter.DepositBankId = srvMatter.MatterDepositBankId;
matter.BranchReference = srvMatter.BranchId;
matter.DepartmentId = srvMatter.DepartmentId;
matter.ChargeDescriptionId = srvMatter.ChargeDescriptionId;
matter.CourtId = srvMatter.CourtId;
matter.OpenDate = srvMatter.MatterOpenDate;
matter.NextReviewDate = srvMatter.MatterNextReviewDate;
matter.CostReviewDate = srvMatter.MatterCostReviewDate;
matter.LastSavedDate = srvMatter.MatterLastSaved;
matter.ClosedDate = srvMatter.MatterClosedDate;
matter.DestructDate = srvMatter.MatterDestructDate;
matter.FileNo = srvMatter.MatterFileNo;
matter.CompletedDate = srvMatter.MatterCompleted;
matter.SpanType1Ref = srvMatter.SpanType1;
matter.SpanType2Ref = srvMatter.SpanType2;
// Load Matter Additional Info
matter.Quote = srvMatter.MatterQuote;
matter.DisbsLimit = srvMatter.MatterDisbsLimit;
matter.TimeLimit = srvMatter.MatterTimeLimit;
matter.WIPLimit = srvMatter.MatterWIPLimit;
matter.OverallLimit = srvMatter.MatterOverallLimit;
matter.Status = srvMatter.MatterStatus;
matter.Indicators = srvMatter.MatterIndicators;
matter.BankReference = srvMatter.MatterBankReference;
matter.CashCollectionId = srvMatter.MatCashCollID;
matter.TotalLockup = srvMatter.MatTotalLockup;
matter.OurReference = srvMatter.OurReference;
matter.PreviousReference = srvMatter.PreviousReference;
matter.BusinessSourceId = srvMatter.SourceID;
matter.SourceCampaignId = campaignId;
matter.PersonDealingId = srvMatter.UserId;
matter.SalutationEnvelope = srvMatter.MatterSalutationEnvelope;
matter.SalutationLetter = srvMatter.MatterSalutationLetter;
matter.LetterHead = srvMatter.MatterLetterHead;
// Load Public Funding
matter.MatterLegalAided = srvMatter.MatterLegalAided;
matter.IsPublicFunding = srvMatter.IsPublicFunding;
matter.Franchised = srvMatter.MatterFranchised;
matter.isLondonRate = srvMatter.MatterLondonRate;
matter.UFNDate = srvMatter.UFNDate;
matter.UFN = srvMatter.UFNNumber;
matter.PFCertificateNo = srvMatter.MatterPFCertificateNo;
matter.PFCertificateNoLimits = srvMatter.MatterPFCertificateLimits;
matter.MatterTypeId = srvMatter.MatterTypeId;
// Load Client Details
Client client = new Client();
client.IsMember = srvMatter.IsMember;
//Set MemberID for Individual
if (client.IsMember)
{
client.MemberId = srvMatter.ClientId;
client.OrganisationId = DataConstants.DummyGuid;
}
//Set OrganisationId for Organisation
else
{
client.MemberId = DataConstants.DummyGuid;
client.OrganisationId = srvMatter.ClientId;
}
client.Reference = srvMatter.ClientReference;
client.FullName = srvMatter.ClientName;
client.IsArchived = srvMatter.IsClientArchived;
// Get Client Type ID
client.TypeId = this.GetClientType(srvMatter.ClientId, srvMatter.ProjectId, srvMatter.IsMember);
returnValue.Matter = matter;
returnValue.ClientDetails = client;
}
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>
/// 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>
/// Gets the client bank Id, office bank Id and partner member Id based on the branch and dept id
/// </summary>
/// <param name="logonId">The logon id.</param>
/// <param name="branchOrganisationId">The branch organisation id.</param>
/// <param name="departmentId">The department id.</param>
/// <returns></returns>
public MatterReturnValue GetBranchDepartmentDefaults(Guid logonId, Guid branchOrganisationId,
int departmentId)
{
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");
}
returnValue.Matter = new Matter();
DsBranchDept dsBranchDept = SrvBranchLookup.GetBranchDepts(branchOrganisationId, departmentId);
if (dsBranchDept.BranchDept.Rows.Count != 0)
{
returnValue.Matter.ClientBankId = dsBranchDept.BranchDept[0].bankIdClient;
returnValue.Matter.OfficeBankId = dsBranchDept.BranchDept[0].bankIdOffice;
returnValue.Matter.PartnerMemberId = dsBranchDept.BranchDept[0].MemberId;
}
returnValue.Success = true;
}
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>
/// Gets the client bank Id, office bank Id and partner member Id based on the branch and dept id
/// </summary>
/// <param name="oHostSecurityToken">The Host Security Token from IWS</param>
/// <param name="branchOrganisationId">The branch organisation id.</param>
/// <param name="departmentId">The department id.</param>
/// <returns></returns>
public MatterReturnValue GetBranchDepartmentDefaults(HostSecurityToken oHostSecurityToken, Guid branchOrganisationId,
int departmentId)
{
MatterReturnValue returnValue = new MatterReturnValue();
if (Functions.ValidateIWSToken(oHostSecurityToken))
{
oBranchDeptService = new BranchDeptService();
returnValue = oBranchDeptService.GetBranchDepartmentDefaults(Functions.GetLogonIdFromToken(oHostSecurityToken), branchOrganisationId, departmentId);
}
else
{
returnValue = new MatterReturnValue();
returnValue.Success = false;
returnValue.Message = "Invalid Token";
}
return returnValue;
}