protected void gvContactType_RowCommand(object sender, GridViewCommandEventArgs e) { LeadContactType contactType = null; int contactTypeID = Convert.ToInt32(e.CommandArgument); if (e.CommandName == "DoEdit") { contactType = LeadContactTypeManager.Get(contactTypeID); if (contactType != null) { txtContactType.Text = contactType.Description; showContactTypePanel(); } } else if (e.CommandName == "DoDelete") { contactType = LeadContactTypeManager.Get(contactTypeID); if (contactType != null) { contactType.isActive = false; LeadContactTypeManager.Save(contactType); DoBind(); } } }
private void bindContactTypes() { int clientID = Core.SessionHelper.getClientId(); List <CRM.Data.Entities.LeadContactType> leadContactTypes = LeadContactTypeManager.GetAll(clientID); CollectionManager.FillCollection(ddlContactType, "ID", "Description", leadContactTypes); }
private void bindContactTypes() { List <LeadContactType> contactTypes = null; // get contacts for this client contactTypes = LeadContactTypeManager.GetAll(clientID); Core.CollectionManager.FillCollection(ddlContactType, "ID", "Description", contactTypes); }
private LeadContactType addNewContactType(int clientID, string typeDescription) { LeadContactType contactType = new LeadContactType(); contactType.Description = typeDescription; contactType.ClientID = clientID; contactType = LeadContactTypeManager.Save(contactType); return(contactType); }
protected void btnSave_Click(object sender, EventArgs e) { Page.Validate("ContactType"); if (!Page.IsValid) { return; } int contactTypeID = Convert.ToInt32(ViewState["ID"]); LeadContactType contactType = null; if (contactTypeID == 0) { contactType = new LeadContactType(); contactType.isActive = true; contactType.ClientID = clientID; } else { contactType = LeadContactTypeManager.Get(contactTypeID); } if (contactType != null) { contactType.Description = txtContactType.Text; contactType = LeadContactTypeManager.Save(contactType); showContactTypeGrid(); DoBind(); } }
private void bindContactTypes() { List <LeadContactType> leadContactTypes = LeadContactTypeManager.GetAll(clientID); CollectionManager.FillCollection(ddlContactType, "ID", "Description", leadContactTypes); }
private Claim createClaim(int policyID, DataRow dataRow) { decimal amount = 0; AdjusterMaster adjuster = null; string adjusterName = null; string causeofLoss = null; Claim claim = null; string claimstatus = null; int clientID = SessionHelper.getClientId(); Contact contact = null; DateTime dateTime = DateTime.MinValue; LeadContactType contactType = null; string ownerManagerName = null; string ownerManagerEntityName = null; int severity = 0; string supervisorName = null; string teamLead = null; TypeOfDamageMaster damageType = null; int userID = SessionHelper.getUserId(); string userFieldName = null; claim = new Claim(); claim.PolicyID = policyID; claim.IsActive = true; // Insurer Claim ID userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Insurer Claim ID"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { claim.InsurerClaimNumber = dataRow[userFieldName].ToString().Trim(); claim.AdjusterClaimNumber = claim.InsurerClaimNumber; } // Adjuster Claim Number userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Adjuster Claim Number"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { claim.AdjusterClaimNumber = dataRow[userFieldName].ToString().Trim(); } // Claim Status userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Claim Status"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { claimstatus = dataRow[userFieldName].ToString().Trim(); if (!string.IsNullOrEmpty(claimstatus)) { StatusMaster statusMaster = StatusManager.GetByStatusName(clientID, claimstatus); if (statusMaster.StatusId == 0) { statusMaster.StatusName = claimstatus; statusMaster.clientID = clientID; statusMaster.Status = true; statusMaster = StatusManager.Save(statusMaster); } claim.StatusID = statusMaster.StatusId; } } #region Dates // Date of Loss userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Date of Loss"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (DateTime.TryParse(dataRow[userFieldName].ToString(), out dateTime)) { claim.LossDate = dateTime; } } // Date Reported userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Date Reported"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (DateTime.TryParse(dataRow[userFieldName].ToString(), out dateTime)) { claim.DateOpenedReported = dateTime; } } // Date First Closed userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Date First Closed"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (DateTime.TryParse(dataRow[userFieldName].ToString(), out dateTime)) { claim.DateFirstClosed = dateTime; } } // Date First Reopen userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Date First Reopen"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (DateTime.TryParse(dataRow[userFieldName].ToString(), out dateTime)) { claim.DateFirstReOpened = dateTime; } } // Date Assigned userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Date Assigned"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (DateTime.TryParse(dataRow[userFieldName].ToString(), out dateTime)) { claim.DateAssigned = dateTime; } } // Date Acknowledged userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Date Acknowledged"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (DateTime.TryParse(dataRow[userFieldName].ToString(), out dateTime)) { claim.DateAcknowledged = dateTime; } } // Date First Contact Attempted userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Date First Contact Attempted"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (DateTime.TryParse(dataRow[userFieldName].ToString(), out dateTime)) { claim.DateFirstContactAttempt = dateTime; } } //Date Contacted userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Date Contacted"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (DateTime.TryParse(dataRow[userFieldName].ToString(), out dateTime)) { claim.DateContacted = dateTime; } } //Date Inspection Scheduled userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Date Inspection Scheduled"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (DateTime.TryParse(dataRow[userFieldName].ToString(), out dateTime)) { claim.DateInspectionScheduled = dateTime; } } // Date Inspection Completed userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Date Inspection Completed"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (DateTime.TryParse(dataRow[userFieldName].ToString(), out dateTime)) { claim.DateInspectionCompleted = dateTime; } } // Date Estimate Uploaded userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Date Estimate Uploaded"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (DateTime.TryParse(dataRow[userFieldName].ToString(), out dateTime)) { claim.DateEstimateUploaded = dateTime; } } // Date of Initial Reserve Change userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Date of Initial Reserve Change"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (DateTime.TryParse(dataRow[userFieldName].ToString(), out dateTime)) { claim.DateInitialReserveChange = dateTime; } } // Date Indemnity Payment Requested userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Date Indemnity Payment Requested"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (DateTime.TryParse(dataRow[userFieldName].ToString(), out dateTime)) { claim.DateIndemnityPaymentRequested = dateTime; } } // Date Indemnity Payment Approved userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Date Indemnity Payment Approved"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (DateTime.TryParse(dataRow[userFieldName].ToString(), out dateTime)) { claim.DateIndemnityPaymentApproved = dateTime; } } // Date Indemnity Payment Issued userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Date Indemnity Payment Issued"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (DateTime.TryParse(dataRow[userFieldName].ToString(), out dateTime)) { claim.DateIndemnityPaymentIssued = dateTime; } } // Date Completed userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Date Completed"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (DateTime.TryParse(dataRow[userFieldName].ToString(), out dateTime)) { claim.DateCompleted = dateTime; } } // Date Closed userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Date Closed"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (DateTime.TryParse(dataRow[userFieldName].ToString(), out dateTime)) { claim.DateClosed = dateTime; } } // Date Closed userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Date Closed"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (DateTime.TryParse(dataRow[userFieldName].ToString(), out dateTime)) { claim.DateClosed = dateTime; } } #endregion userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Cycle Time"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (decimal.TryParse(dataRow[userFieldName].ToString(), out amount)) { claim.CycleTime = amount; } } userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "ReOpenCycle Time"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (decimal.TryParse(dataRow[userFieldName].ToString(), out amount)) { claim.ReopenCycleTime = amount; } } #region adjuster userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Adjuster Name"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { adjusterName = dataRow[userFieldName].ToString().Trim(); adjuster = AdjusterManager.GetByAdjusterName(clientID, adjusterName); if (adjuster.AdjusterId == 0) { // add adjuster adjuster = new AdjusterMaster(); adjuster.Status = true; adjuster.AdjusterName = adjusterName.Trim(); adjuster.ClientId = clientID; adjuster.InsertBy = userID; adjuster.InsertDate = DateTime.Now; adjuster.isEmailNotification = true; adjuster = AdjusterManager.Save(adjuster); } claim.AdjusterID = adjuster.AdjusterId; } #endregion #region supervisor userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Supervisor Name"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { supervisorName = dataRow[userFieldName].ToString().Trim(); if (!string.IsNullOrEmpty(supervisorName)) { contactType = LeadContactTypeManager.Get(clientID, "Supervisor"); if (contactType == null) { contactType = addNewContactType(clientID, "Supervisor"); } contact = ContactManager.Get(clientID, supervisorName); if (contact == null) { contact = addNewContact(clientID, supervisorName, contactType.ID); } claim.SupervisorID = contact.ContactID; } } #endregion #region Team Lead userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Team Lead Name"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { teamLead = dataRow[userFieldName].ToString().Trim(); if (!string.IsNullOrEmpty(teamLead)) { contactType = LeadContactTypeManager.Get(clientID, "Team Lead"); if (contactType == null) { contactType = addNewContactType(clientID, "Team Lead"); } contact = ContactManager.Get(clientID, teamLead); if (contact == null) { contact = addNewContact(clientID, teamLead, contactType.ID); } claim.TeamLeadID = contact.ContactID; } } #endregion #region Owner Manager Name userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Owner Manager Name"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { ownerManagerName = dataRow[userFieldName].ToString().Trim(); if (!string.IsNullOrEmpty(ownerManagerName)) { contactType = LeadContactTypeManager.Get(clientID, "Owner Manager"); if (contactType == null) { contactType = addNewContactType(clientID, "Owner Manager"); } contact = ContactManager.Get(clientID, ownerManagerName); if (contact == null) { contact = addNewContact(clientID, ownerManagerName, contactType.ID); } claim.ManagerID = contact.ContactID; } } #endregion #region Owner Manager Entity Name userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Owner Manager Entity Name"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { ownerManagerEntityName = dataRow[userFieldName].ToString().Trim(); if (!string.IsNullOrEmpty(ownerManagerEntityName)) { contactType = LeadContactTypeManager.Get(clientID, "Owner Manager Entity Name"); if (contactType == null) { contactType = addNewContactType(clientID, "Owner Manager Entity Name"); } contact = ContactManager.Get(clientID, ownerManagerEntityName); if (contact == null) { contact = addNewContact(clientID, ownerManagerEntityName, contactType.ID); } claim.ManagerEntityID = contact.ContactID; } } #endregion // severity userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Severity"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { if (int.TryParse(dataRow[userFieldName].ToString().Trim(), out severity)) { claim.SeverityNumber = severity; } } // event userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Event Type"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { claim.EventType = dataRow[userFieldName].ToString().Trim(); } // event name userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Event Name"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { claim.EventName = dataRow[userFieldName].ToString().Trim(); } // Cause of Loss Description userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Cause of Loss Description"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { causeofLoss = dataRow[userFieldName].ToString().Trim(); damageType = TypeofDamageManager.GetTypeOfDamage(clientID, causeofLoss); if (damageType.TypeOfDamageId == 0) { damageType.ClientId = clientID; damageType.Status = true; damageType.TypeOfDamage = causeofLoss; damageType = TypeofDamageManager.Save(damageType); } claim.CauseOfLoss = damageType.TypeOfDamageId.ToString(); } #region Amounts // Claim Workflow Type userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Claim Workflow Type"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { claim.ClaimWorkflowType = dataRow[userFieldName].ToString().Trim(); } // Outstanding Indemnity Reserve userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Outstanding Indemnity Reserve"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { decimal.TryParse(dataRow[userFieldName].ToString().Trim(), out amount); claim.OutstandingIndemnityReserve = amount; } // Outstanding LAE Reserves userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Outstanding LAE Reserves"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { decimal.TryParse(dataRow[userFieldName].ToString().Trim(), out amount); claim.OutstandingLAEReserves = amount; } // Total Indemnity Paid userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Total Indemnity Paid"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { decimal.TryParse(dataRow[userFieldName].ToString().Trim(), out amount); claim.TotalIndemnityPaid = amount; } // Coverage A Paid userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Coverage A Paid"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { decimal.TryParse(dataRow[userFieldName].ToString().Trim(), out amount); claim.CoverageAPaid = amount; } // Coverage B Paid userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Coverage B Paid"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { decimal.TryParse(dataRow[userFieldName].ToString().Trim(), out amount); claim.CoverageBPaid = amount; } // Coverage C Paid userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Coverage C Paid"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { decimal.TryParse(dataRow[userFieldName].ToString().Trim(), out amount); claim.CoverageCPaid = amount; } // Coverage D Paid userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Coverage D Paid"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { decimal.TryParse(dataRow[userFieldName].ToString().Trim(), out amount); claim.CoverageDPaid = amount; } // Total Expenses Paid userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Total Expenses Paid"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { decimal.TryParse(dataRow[userFieldName].ToString().Trim(), out amount); claim.TotalExpensesPaid = amount; } #endregion claim = ClaimsManager.Save(claim); return(claim); }
protected void DoBind() { gvContactType.DataSource = LeadContactTypeManager.GetAll(clientID); gvContactType.DataBind(); }
private void bindContactTypes() { CollectionManager.FillCollection(ddlContactType, "ID", "Description", LeadContactTypeManager.GetAll(clientID)); }