public async Task <IActionResult> UpdateEndorsement(LeadEndorsementVM leadEndorsementVM, IFormCollection formCollection)
{
var userId = User.FindFirst(ClaimTypes.NameIdentifier).Value;
LeadEndorsement leadEndorsement = new LeadEndorsement();
leadEndorsement = leadEndorsementVM.leadEndorsement;
leadEndorsement.EndDate = Convert.ToDateTime(formCollection["EndDate"].ToString());
leadEndorsement.IsDeleted = false;
leadEndorsement.ModifiedBy = Guid.Parse(userId);
leadEndorsement.DateModified = DateTime.Now;
leadEndorsement.StartDate = Convert.ToDateTime(formCollection["StartDate"].ToString());
leadEndorsement.Agents = Util.getAgents(formCollection);
_context.Update(leadEndorsement);
await _context.SaveChangesAsync();
StatusMessage = StaticContent.LEAD_ENDORSEMENT_UPDATE_MESSAGE;
ViewData["StatusMessage"] = StatusMessage;
var routeValues = new RouteValueDictionary {
{ "id", leadEndorsement.ClientId },
{ "IsOpen", "policies" }
};
return(RedirectToAction("Details", "Client", routeValues));
}
public ActionResult GenerateLeadEndorsementPayment(string leid, string isnew)
{
var userId = User.FindFirst(ClaimTypes.NameIdentifier).Value;
var orgId = _context.Users.Where(x => x.Id == userId).FirstOrDefault().OrganisationId;
var leadEndorsementPaymentVM = new LeadEndorsementPaymentVM();
LeadEndorsement leadEndorsement = _context.LeadEndorsements.Where(l => l.Id == Guid.Parse(leid)).FirstOrDefault();
Client client = _context.Clients.Where(c => c.Id == leadEndorsement.ClientId).FirstOrDefault();
Branch branch = _context.Branches.Where(b => b.OrganisationId == orgId).FirstOrDefault();
Organisation organisation = _context.Organisations.Where(o => o.Id == orgId).FirstOrDefault();
var leadEndorsementPaymentDetail = _context.LeadEndorsementPaymentDetails.Where(d => d.DebitNoteId == leadEndorsement.DebitNoteId).FirstOrDefault();
var insurerId = _context.InsurerMasters.Where(i => i.Id == leadEndorsement.InsurerMasterId).FirstOrDefault().GlobalInsurerId;
var policyMasters = _context.PolicyClassMaster.ToList();
leadEndorsementPaymentVM.clientId = client.Id.ToString();;
leadEndorsementPaymentVM.leadEndorsement = leadEndorsement;
leadEndorsementPaymentVM.addresss = organisation.Address;
leadEndorsementPaymentVM.organisationName = organisation.OrganisationName;
leadEndorsementPaymentVM.amountReceived = "";
leadEndorsementPaymentVM.city = organisation.City;
leadEndorsementPaymentVM.currency = "";
leadEndorsementPaymentVM.customerAddress = client.Address;
leadEndorsementPaymentVM.email = organisation.Email;
leadEndorsementPaymentVM.endorsementNo = "";
leadEndorsementPaymentVM.leadEndorsementPaymentDetail = leadEndorsementPaymentDetail;
leadEndorsementPaymentVM.paymentMode = "";
leadEndorsementPaymentVM.phone = organisation.PhoneNumber;
leadEndorsementPaymentVM.policyName = Util.GetPolicyName(policyMasters, leadEndorsement.PolicyClassId);
leadEndorsementPaymentVM.policyNo = "TBA";
if (string.IsNullOrEmpty(leadEndorsementPaymentVM.leadEndorsement.PolicyNo))
{
leadEndorsementPaymentVM.policyNo = "TBA";
}
else
{
leadEndorsementPaymentVM.policyNo = leadEndorsementPaymentVM.leadEndorsement.PolicyNo;
}
leadEndorsementPaymentVM.riskType = "";
leadEndorsementPaymentVM.transcationType = "";
leadEndorsementPaymentVM.branchName = branch.BranchName;
leadEndorsementPaymentVM.customerNo = client.ClientCode.ToString();
leadEndorsementPaymentVM.customerName = client.Name.ToString();
leadEndorsementPaymentVM.preparedBy = _context.Users.Where(x => x.Id == leadEndorsementPaymentDetail.CreatedBy.ToString()).FirstOrDefault().FirstName;
leadEndorsementPaymentVM.insurerName = Util.GetInsurerName(_context, insurerId);
leadEndorsementPaymentVM.imageUrl = Util.GetImageUrl(organisation.ImageUrl);
leadEndorsementPaymentVM.isNew = isnew;
if (isnew == "true")
{
StatusMessage = StaticContent.PAYMENT_GENERATE_SUCCESS_MSG;
ViewData["StatusMessage"] = StatusMessage;
}
return(PartialView("EndorsementPaymentPartialView", leadEndorsementPaymentVM));
}
public async Task <ActionResult> GenerateEndorseDebitNote(Guid?leid)
{
var userId = User.FindFirst(ClaimTypes.NameIdentifier).Value;
var orgId = _context.Users.Where(x => x.Id == userId).FirstOrDefault().OrganisationId;
var endorsementDebitVM = new EndorsementDebitNoteVM();
LeadEndorsement leadEndorsement = _context.LeadEndorsements.Where(l => l.Id == leid).FirstOrDefault();
Client client = _context.Clients.Where(c => c.Id == leadEndorsement.ClientId).FirstOrDefault();
Branch branch = _context.Branches.Where(b => b.OrganisationId == orgId).FirstOrDefault();
Organisation organisation = _context.Organisations.Where(o => o.Id == orgId).FirstOrDefault();
var insurerId = _context.InsurerMasters.Where(i => i.Id == leadEndorsement.InsurerMasterId).FirstOrDefault().GlobalInsurerId;
var policyMasters = _context.PolicyClassMaster.ToList();
endorsementDebitVM.leadEndorsement = leadEndorsement;
endorsementDebitVM.addresss = organisation.Address;
endorsementDebitVM.organisationName = organisation.OrganisationName;
endorsementDebitVM.amountReceived = "";
endorsementDebitVM.city = organisation.City;
endorsementDebitVM.currency = "";
endorsementDebitVM.customerAddress = client.Address;
endorsementDebitVM.clientId = client.Id.ToString();
endorsementDebitVM.email = organisation.Email;
endorsementDebitVM.endorsementNo = "";
endorsementDebitVM.paymentMode = "";
endorsementDebitVM.phone = organisation.PhoneNumber;
endorsementDebitVM.policyName = Util.GetPolicyName(policyMasters, leadEndorsement.PolicyClassId);
if (string.IsNullOrEmpty(leadEndorsement.PolicyNo))
{
endorsementDebitVM.leadEndorsement.PolicyNo = "TBA";
}
endorsementDebitVM.riskType = "";
endorsementDebitVM.branchName = branch.BranchName;
endorsementDebitVM.customerNo = client.ClientCode.ToString();
endorsementDebitVM.insurerName = Util.GetInsurerName(_context, insurerId);
endorsementDebitVM.imageUrl = Util.GetImageUrl(organisation.ImageUrl);
endorsementDebitVM.Client = client;
var endorsementDebitNote = new EndorsementDebitNote();
endorsementDebitVM.isNew = false;
if (leadEndorsement.DebitNoteId == null || leadEndorsement.DebitNoteId == Guid.Empty)
{
endorsementDebitNote.PolicyNo = leadEndorsement.PolicyNo;
endorsementDebitNote.ID = Guid.NewGuid();
endorsementDebitNote.CreatedBy = Guid.Parse(userId);
endorsementDebitNote.ModifiedBy = Guid.Parse(userId);
endorsementDebitNote.LeadEndorsementId = leadEndorsement.Id;
endorsementDebitNote.OrganisationId = orgId;
_context.Add(endorsementDebitNote);
leadEndorsement.DebitNoteId = endorsementDebitNote.ID;
_context.Update(leadEndorsement);
try
{
await _context.SaveChangesAsync();
}
catch (Exception ex)
{
}
endorsementDebitVM.isNew = true;
StatusMessage = StaticContent.DEBITNOTE_GENERATE_SUCCESS_MSG;
ViewData["StatusMessage"] = StatusMessage;
}
endorsementDebitVM.endorsementDebitNote = _context.EndorsementDebitNotes.Where(l => l.ID == leadEndorsement.DebitNoteId).OrderByDescending(a => a.DateCreated).SingleOrDefault();
endorsementDebitVM.preparedBy = _context.Users.Where(x => x.Id == endorsementDebitVM.endorsementDebitNote.CreatedBy.ToString()).FirstOrDefault().FirstName;
return(PartialView("DebitNotePartial", endorsementDebitVM));
}
public async Task <IActionResult> AddEndorsement(LeadEndorsementVM leadEndorsementVM, IFormCollection formCollection)
{
Guid ClientId = Guid.Parse(formCollection["policy.ClientId"].ToString());
var userId = User.FindFirst(ClaimTypes.NameIdentifier).Value;
var pid = formCollection["policy.Id"].ToString();
var policy = _context.Policies.Where(p => p.Id == Guid.Parse(pid)).FirstOrDefault();
var lpolicy = _context.LeadPolicies.Where(l => l.Id == policy.LeadId).FirstOrDefault();
LeadEndorsement leadEndorsement = new LeadEndorsement();
leadEndorsement.Id = Guid.NewGuid();
leadEndorsement.ClientId = ClientId;
leadEndorsement.Commission = leadEndorsementVM.leadEndorsement.Commission;
leadEndorsement.Description = leadEndorsementVM.leadEndorsement.Description;
leadEndorsement.CreatedBy = Guid.Parse(userId);
leadEndorsement.DateCreated = DateTime.Now;
leadEndorsement.DateModified = DateTime.Now;
leadEndorsement.DateUpdated = DateTime.Now;
leadEndorsement.EndDate = Convert.ToDateTime(formCollection["EndDate"].ToString());
leadEndorsement.GrossPremium = leadEndorsementVM.leadEndorsement.GrossPremium;
leadEndorsement.IsDeleted = false;
leadEndorsement.ModifiedBy = Guid.Parse(userId);
leadEndorsement.NetPremium = leadEndorsementVM.leadEndorsement.NetPremium;
leadEndorsement.OrganisationId = Guid.Parse(formCollection["policy.OrganisationId"].ToString());
leadEndorsement.PolicyClassId = policy.PolicyClassId;
leadEndorsement.StartDate = Convert.ToDateTime(formCollection["StartDate"].ToString());
leadEndorsement.Status = "New";
leadEndorsement.InsurerMasterId = policy.InsurerMasterId;
leadEndorsement.Currency = policy.Currency;
leadEndorsement.TranscationType = leadEndorsementVM.leadEndorsement.TranscationType;
///get Agents
leadEndorsement.Agents = Util.getAgents(formCollection);
leadEndorsement.LeadId = policy.LeadId;
leadEndorsement.PolicyId = policy.Id;
_context.Add(leadEndorsement);
policy.LeadEndorsementId = leadEndorsement.Id;
lpolicy.LeadEndorsementId = leadEndorsement.Id;
int cnt = Convert.ToInt32(policy.EndorsementCount);
cnt++;
policy.EndorsementCount = cnt;
_context.Update(policy);
_context.Update(lpolicy);
await _context.SaveChangesAsync();
StatusMessage = StaticContent.LEAD_ENDORSEMENT_CREATE_MESSAGE;
ViewData["StatusMessage"] = StatusMessage;
var routeValues = new RouteValueDictionary {
{ "id", ClientId },
{ "IsOpen", "leads" }
};
return(RedirectToAction("Details", "Client", routeValues));
}