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); } } }
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); } }
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(); }