protected void btnSaveAndContinue_Click(object sender, EventArgs e)
{
bool isDuplicate = false;
Leads objLead = null;
lblError.Text = string.Empty;
lblError.Visible = false;
lblSave.Text = string.Empty;
lblSave.Visible = false;
lblMessage.Visible = false;
lblMessage.Text = string.Empty;
bool isNew = false;
Page.Validate("NewLead");
if (!Page.IsValid)
{
return;
}
try {
if (ViewState["LeadIds"] == null)
{
// new lead/claim
objLead = new Leads();
objLead.UserId = Convert.ToInt32(Session["UserId"]);
// 2013-07-19
objLead.ClientID = Convert.ToInt32(Session["ClientId"]);
objLead.DateSubmitted = DateTime.Now;
objLead.Status = 1;
isNew = true;
}
else
{
objLead = LeadsManager.GetByLeadId(Convert.ToInt32(ViewState["LeadIds"].ToString()));
}
//int claimsNumber = 0;
objLead.Longitude = Convert.ToDouble(hf_Longitude.Value);
objLead.Latitude = Convert.ToDouble(hf_Latitude.Value);
DateTime?originalLeadDate = null;
if (!string.IsNullOrEmpty(txtOriginalLeadDate.Text.Trim()))
{
originalLeadDate = Convert.ToDateTime(txtOriginalLeadDate.Text.Trim());
}
//DateTime.TryParse(txtOriginalLeadDate.Text.Trim(), out originalLeadDate);
DateTime?lastContactDate = null;
DateTime?siteSurveyDate = null;
objLead.OriginalLeadDate = originalLeadDate;
//DateTime? lossDate = null;
//if (!string.IsNullOrEmpty(txtLossDate.Text.Trim()))
// lossDate = Convert.ToDateTime(txtLossDate.Text.Trim());
//objLead.LossDate = lossDate;
// 2013-10-29 tortega
objLead.LossLocation = txtLossLocation.Text.Trim();
//objLead.ClaimsNumber = claimsNumber;
objLead.InsuredName = txtInsuredName.Text.Trim();
objLead.ClaimantFirstName = txtClaimantName.Text.Trim();;
objLead.ClaimantLastName = txtClaimantLastName.Text.Trim();
objLead.ClaimantMiddleName = txtClaimantMiddleName.Text.Trim();
objLead.Salutation = txtSalutation.Text.Trim();
objLead.BusinessName = txtBusinessName.Text;
objLead.SecondaryLeadSource = txtSecondaryLeadSource.Text;
if (Convert.ToInt32(ddlUmpire.SelectedValue) != 0)
{
objLead.UmpireID = Convert.ToInt32(ddlUmpire.SelectedValue);
}
if (Convert.ToInt32(ddlContractor.SelectedValue) != 0)
{
objLead.ContractorID = Convert.ToInt32(ddlContractor.SelectedValue);
}
if (Convert.ToInt32(ddlAppraiser.SelectedValue) != 0)
{
objLead.AppraiserID = Convert.ToInt32(ddlAppraiser.SelectedValue);
}
// mailing address
objLead.MailingAddress = txtMailingAddress.Text.Trim();
objLead.MailingAddress2 = txtMailingAddress2.Text.Trim();
objLead.MailingCity = txtMailingCity.Text.Trim();
if (ddlMailingState.SelectedIndex > 0)
{
objLead.MailingState = ddlMailingState.SelectedValue;
}
objLead.MailingZip = txtMailingZip.Text.Trim();
// Loss Address
objLead.LossAddress = txtLossAddress.Text;
objLead.LossAddress2 = txtLossAddress2.Text;
if (ddlState.SelectedIndex > 0)
{
objLead.StateName = ddlState.SelectedValue;
}
objLead.CityName = txtCityName.Text;
objLead.Zip = txtZipCode.Text;
// check for duplicate name/address
isDuplicate = LeadsManager.CheckForDuplicate(objLead);
if (isDuplicate)
{
lblError.Text = "Duplicate clients not allowed.";
lblError.Visible = true;
return;
}
objLead.EmailAddress = txtEmail.Text;
if (Convert.ToInt32(ddlLeadSource.SelectedValue) != 0)
{
objLead.LeadSource = Convert.ToInt32(ddlLeadSource.SelectedValue);
}
if (Convert.ToInt32(ddlPrimaryProducer.SelectedValue) != 0)
{
objLead.PrimaryProducerId = Convert.ToInt32(ddlPrimaryProducer.SelectedValue);
}
if (Convert.ToInt32(ddlSecondaryProducer.SelectedValue) != 0)
{
objLead.SecondaryProducerId = Convert.ToInt32(ddlSecondaryProducer.SelectedValue);
}
objLead.PhoneNumber = txtPhoneNumber.Text;
objLead.MobilePhone = txtMobilePhone.Text;
//string Damagetxt = string.Empty;
//string DamageId = string.Empty;
//for (int j = 0; j < chkTypeOfDamage.Items.Count; j++) {
// if (chkTypeOfDamage.Items[j].Selected == true) {
// Damagetxt += chkTypeOfDamage.Items[j].Text + ',';
// DamageId += chkTypeOfDamage.Items[j].Value + ',';
// }
//}
//if (Damagetxt != string.Empty && DamageId != string.Empty) {
// objLead.TypeOfDamage = DamageId;
// objLead.TypeofDamageText = Damagetxt;
//}
//if (Convert.ToInt32(ddlTypeOfProperty.SelectedValue) != 0) {
// objLead.TypeOfProperty = Convert.ToInt32(ddlTypeOfProperty.SelectedValue);
//}
objLead.IsSubmitted = true;
objLead.SiteSurveyDate = siteSurveyDate;
objLead.LastContactDate = lastContactDate;
if (Convert.ToInt32(ddlOwnerSame.SelectedValue) != 0)
{
objLead.OwnerSame = Convert.ToInt32(ddlOwnerSame.SelectedValue);
}
objLead.OwnerFirstName = txtOwnerFirstName.Text.Trim();
objLead.OwnerLastName = txtOwnerLastName.Text.Trim();
objLead.OwnerPhone = txtOwnerPhone.Text.Trim();
// 2013-03-11 tortega added owner email
objLead.OwnerEmail = txtOwnerEmail.Text.Trim();
objLead.SecondaryEmail = txtSecondaryEmail.Text.Trim();
objLead.SecondaryPhone = txtSecondaryPhone.Text.Trim();
//save new fields
if (!string.IsNullOrEmpty(txtBirthdate.Text))
{
objLead.Birthdate = Convert.ToDateTime(txtBirthdate.Text);
}
objLead.Reference = txtReference.Text;
objLead.Languages = txtLanguage.Text;
objLead.Title = txtTitle.Text;
objLead.LossCounty = txtlossCountry.Text;
objLead.MailingCounty = txtMailingCountry.Text;
Leads ins = LeadsManager.Save(objLead);
if (ins.LeadId > 0)
{
int categoryId = ContactManager.GetContactId("Claimant");;
Contact objcontact = ContactManager.GetLeadContact(objLead.LeadId, categoryId);
string[] name = txtThirdPartyName.Text.Split(' ');
int nameLength = name.Length;
string firstName = string.Empty;
string lastName = string.Empty;
firstName = firstName.Trim();
if (nameLength > 1)
{
for (int count = 0; count <= nameLength - 2; count++)
{
firstName = firstName + " " + name[count];
}
lastName = name[nameLength - 1];
}
else
{
firstName = name[0];
}
Contact contact = null;
contact = new Contact();
if (objcontact != null)
{
contact.ContactID = objcontact.ContactID;
}
contact.LeadId = ins.LeadId;
contact.ClientID = SessionHelper.getClientId();
contact.UserID = SessionHelper.getUserId();
contact.IsActive = true;
contact.FirstName = firstName.Trim();
contact.LastName = lastName.Trim();
contact.ContactName = firstName.Trim() + " " + lastName.Trim();;
contact.Address1 = txtThirdPartyStreet.Text;
contact.CityName = txtThirdPartyCity.Text;
contact.State = txtThirdPartyState.Text;
contact.ZipCode = txtThirdPartyPostalCodes.Text;
contact.Phone = txtThirdPartyPhoneNumber.Text;
contact.CategoryID = categoryId;
if (objcontact == null)
{
contact = ContactManager.SaveContact(contact);
//Contact contactupdate = new Contact();
//contactupdate.ContactID = contact.ContactID;
//contactupdate.ContactName = contact.ContactName;
//contact = ContactManager.UpdateContact(contactupdate);
}
else
{
contact = ContactManager.Update(contact);
}
Session["LeadIds"] = ins.LeadId;
ViewState["LeadIds"] = ins.LeadId;
//savePolicy();
//SaveLeadLog(objLead);
showControls(true);
lblSave.Text = "Claim/Lead information saved successfully.";
lblSave.Visible = true;
//// repopulate policy info after saving a new lead
//if (isNew) {
// fillPolicy(ins.LeadId);
//}
}
}
catch (Exception ex) {
lblError.Text = "Your update could not be saved for the following reason(s):<br />" + ex.ToString();
lblError.Visible = true;
}
}
private Leads createLead(DataRow dataRow)
{
Leads lead = null;
string userFieldName = null;
int clientID = SessionHelper.getClientId();
int userID = SessionHelper.getUserId();
string insuredName = null;
string strValue = null;
// insured name
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Insured Name");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
insuredName = dataRow[userFieldName].ToString().Trim();
}
if (string.IsNullOrEmpty(insuredName))
{
return(null);
}
lead = new Leads();
lead.ClientID = clientID;
lead.UserId = userID;
lead.Status = 1;
lead.OriginalLeadDate = DateTime.Now;
lead.InsuredName = insuredName;
// mailing address 1
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Mailing Address");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
strValue = dataRow[userFieldName].ToString().Trim();
lead.MailingAddress = strValue.Length > 50 ? strValue.Substring(0, 50) : strValue;
lead.LossAddress = lead.MailingAddress;
}
// mailing address 2
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Mailing Address2");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
strValue = dataRow[userFieldName].ToString().Trim();
lead.MailingAddress2 = strValue.Length > 50 ? strValue.Substring(0, 50) : strValue;
lead.LossAddress2 = lead.MailingAddress2;
}
// mailing city
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Mailing City");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
strValue = dataRow[userFieldName].ToString().Trim();
lead.MailingCity = strValue.Length > 50 ? strValue.Substring(0, 50) : strValue;
lead.CityName = lead.MailingCity;
}
// mailing state
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Mailing State");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
strValue = dataRow[userFieldName].ToString().Trim();
lead.MailingState = strValue.Length > 20 ? strValue.Substring(0, 20) : strValue;
lead.StateName = lead.MailingState;
}
// mailing zip
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Mailing Zip");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
strValue = dataRow[userFieldName].ToString().Trim();
lead.MailingZip = strValue.Length > 10 ? strValue.Substring(0, 10) : strValue;
lead.Zip = lead.MailingZip;
}
// mailing county
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Mailing County");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
strValue = dataRow[userFieldName].ToString().Trim();
lead.MailingCounty = strValue.Length > 50 ? strValue.Substring(0, 50) : strValue;
lead.LossCounty = lead.MailingCounty;
}
// Business Phone Number
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Business Phone Number");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
strValue = dataRow[userFieldName].ToString().Trim();
lead.SecondaryPhone = strValue.Length > 35 ? strValue.Substring(0, 35) : strValue;
}
// Home Phone Number
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Home Phone Number");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
strValue = dataRow[userFieldName].ToString().Trim();
lead.PhoneNumber = strValue.Length > 35 ? strValue.Substring(0, 35) : strValue;
}
lead = LeadsManager.Save(lead);
return(lead);
}
//protected void saveCoverages(int policyID) {
// LeadPolicyCoverage coverage = null;
// decimal deductible = 0;
// foreach (GridViewRow row in gvCoverages.Rows) {
// if (row.RowType == DataControlRowType.DataRow) {
// TextBox txtCoverage = row.FindControl("txtCoverage") as TextBox;
// TextBox txtLimit = row.FindControl("txtLimit") as TextBox;
// WebTextEditor txtDeductible = row.FindControl("txtDeductible") as WebTextEditor;
// TextBox txtCoinsuranceForm = row.FindControl("txtCoinsuranceForm") as TextBox;
// // skip empty rows
// if (string.IsNullOrEmpty(txtCoverage.Text) && string.IsNullOrEmpty(txtLimit.Text) && string.IsNullOrEmpty(txtDeductible.Text))
// continue;
// coverage = new LeadPolicyCoverage();
// coverage.LeadPolicyID = policyID;
// decimal.TryParse(txtDeductible.Text, out deductible);
// coverage.Deductible = deductible;
// coverage.Description = txtCoverage.Text.Trim();
// LeadPolicyCoverageManager.Save(coverage);
// }
// }
//}
protected Leads saveLead()
{
Leads lead = new Leads();
AdjusterMaster adjuster = null;
lead.ClientID = clientID;
lead.UserId = userID;
lead.Status = 1;
//if (roleID == (int)UserRole.Adjuster) {
// // assign adjuster
// adjuster = AdjusterManager.GetAdjusterByUserID(userID);
// if (adjuster != null)
// lead.Adjuster = adjuster.AdjusterId;
//}
lead.ClaimantFirstName = txtInsuredFirstName.Text.Trim();
lead.ClaimantLastName = txtInsuredLastName.Text.Trim();
#region insured loss address
lead.LossAddress = txtInsuredLossAddressLine.Text.Trim();
lead.LossAddress2 = txtInsuredLossAddressLine2.Text.Trim();
if (ddlInsuredLossState.SelectedIndex > 0)
{
lead.StateId = Convert.ToInt32(ddlInsuredLossState.SelectedValue);
lead.StateName = ddlInsuredLossState.SelectedItem.Text;
}
if (this.ddlInsuredLossCity.SelectedIndex > 0)
{
lead.CityId = Convert.ToInt32(ddlInsuredLossCity.SelectedValue);
lead.CityName = ddlInsuredLossCity.SelectedItem.Text;
}
if (this.ddlInsuredLossZipCode.SelectedIndex > 0)
{
lead.Zip = ddlInsuredLossZipCode.SelectedItem.Text;
}
#endregion
#region insured mailing address
lead.MailingAddress = txtInsuredMailingAddress.Text.Trim();
if (ddlInsuredMailingCity.SelectedIndex > 0)
{
lead.MailingCity = ddlInsuredMailingCity.SelectedItem.Text;
}
if (ddlInsuredMailingState.SelectedIndex > 0)
{
lead.MailingState = ddlInsuredMailingState.SelectedItem.Text;
}
if (ddlInsuredMailingZipCode.SelectedIndex > 0)
{
lead.MailingZip = ddlInsuredMailingZipCode.SelectedItem.Text;
}
#endregion
lead.OriginalLeadDate = DateTime.Now;
lead.PhoneNumber = txtInsuredPhone.Text.Trim();
lead.EmailAddress = txtInsuredEmail.Text.Trim();
lead.SecondaryPhone = txtInsuredFax.Text.Trim();
if (ddlTypeOfProperty.SelectedIndex > 0)
{
lead.TypeOfProperty = Convert.ToInt32(ddlTypeOfProperty.SelectedValue);
}
#region damage type
string Damagetxt = string.Empty;
string DamageId = string.Empty;
for (int j = 0; j < chkTypeOfDamage.Items.Count; j++)
{
if (chkTypeOfDamage.Items[j].Selected == true)
{
Damagetxt += chkTypeOfDamage.Items[j].Text + ',';
DamageId += chkTypeOfDamage.Items[j].Value + ',';
}
}
if (Damagetxt != string.Empty && DamageId != string.Empty)
{
lead.TypeOfDamage = DamageId;
lead.TypeofDamageText = Damagetxt;
}
#endregion
lead = LeadsManager.Save(lead);
return(lead);
}
protected void btnSave_click(object sender, EventArgs e)
{
int userID = 0;
Leads lead = null;
int leadID = 0;
StringBuilder claimList = new StringBuilder();
int transferCount = 0;
userID = Convert.ToInt32(ddlUsers.SelectedValue);
if (userID > 0)
{
try {
using (TransactionScope scope = new TransactionScope()) {
foreach (GridViewRow row in gvUserLeads.Rows)
{
if (row.RowType == DataControlRowType.DataRow)
{
CheckBox cbx = row.FindControl("cbxLead") as CheckBox;
if (cbx != null && cbx.Checked)
{
leadID = (int)gvUserLeads.DataKeys[row.RowIndex].Value;
lead = LeadsManager.GetByLeadId(leadID);
if (lead != null)
{
lead.UserId = userID;
LeadsManager.Save(lead);
++transferCount;
claimList.Append(string.Format("<tr align=\"center\"><td>{0}</td>", lead.insuredName));
claimList.Append(string.Format("<td>{0}</td>", lead.LossAddress ?? ""));
claimList.Append(string.Format("<td>{0}</td>", lead.CityName ?? ""));
claimList.Append(string.Format("<td>{0}</td>", lead.StateName ?? ""));
claimList.Append(string.Format("<td>{0:MM/dd/yyyy}</td></tr>", lead.LossDate));
}
}
}
} // foreach
scope.Complete();
} // using
// send email notification to assigned use
//notifyUser(userID, claimList);
// reset search
//resetSearch();
lblSave.Text = "Transfer completed successfully.";
lblSave.Visible = true;
}
catch (Exception ex) {
lblError.Text = "Transfer was not completed due to error.";
lblError.Visible = true;
Core.EmailHelper.emailError(ex);
}
}
}
protected void grdAllLead_RowCommand(object sender, GridViewCommandEventArgs e)
{
if (e.CommandName == "DoView")
{
this.Context.Items.Add("selectedleadid", e.CommandArgument.ToString());
this.Context.Items.Add("view", "U");
Server.Transfer("~/protected/admin/newlead.aspx");
}
if (e.CommandName == "DoEdit")
{
this.Context.Items.Add("selectedleadid", e.CommandArgument.ToString());
this.Context.Items.Add("view", "");
Server.Transfer("~/protected/admin/newlead.aspx");
}
if (e.CommandName == "DoCopy")
{
int LId = Convert.ToInt32(e.CommandArgument);
try {
var list = LeadsManager.GetByLeadId(LId);
Leads objlead = new Leads(); // CRM.Web.Utilities.cln.Clone(list);
//objlead.Adjuster = list.Adjuster;
//objlead.AllDocumentsOnFile = list.AllDocumentsOnFile;
objlead.BusinessName = list.BusinessName;
objlead.CityId = list.CityId;
objlead.ClaimantAddress = list.ClaimantAddress;
objlead.ClaimantComments = list.ClaimantComments;
objlead.ClaimantFirstName = list.ClaimantFirstName;
objlead.ClaimantLastName = list.ClaimantLastName;
objlead.ClaimsNumber = list.ClaimsNumber;
objlead.DateSubmitted = list.DateSubmitted;
objlead.EmailAddress = list.EmailAddress;
//objlead.FloodPolicy = list.FloodPolicy;
//objlead.Habitable = list.Habitable;
objlead.hasCertifiedInsurancePolicy = list.hasCertifiedInsurancePolicy;
objlead.hasContentList = list.hasContentList;
objlead.hasDamageEstimate = list.hasDamageEstimate;
objlead.hasDamagePhoto = list.hasDamagePhoto;
objlead.hasDamageReport = list.hasDamageReport;
objlead.hasInsurancePolicy = list.hasInsurancePolicy;
objlead.hasOwnerContract = list.hasOwnerContract;
objlead.hasSignedRetainer = list.hasSignedRetainer;
objlead.HearAboutUsDetail = list.HearAboutUsDetail;
objlead.InspectorCell = list.InspectorCell;
objlead.InspectorEmail = list.InspectorEmail;
objlead.InspectorName = list.InspectorName;
//objlead.InsuranceAddress = list.InsuranceAddress;
//objlead.InsuranceCity = list.InsuranceCity;
//objlead.InsuranceCompanyName = list.InsuranceCompanyName;
//objlead.InsuranceContactEmail = list.InsuranceContactEmail;
//objlead.InsuranceContactName = list.InsuranceContactName;
//objlead.InsuranceContactPhone = list.InsuranceContactPhone;
//objlead.InsurancePolicyNumber = list.InsurancePolicyNumber;
//objlead.InsuranceState = list.InsuranceState;
//objlead.InsuranceZipCode = list.InsuranceZipCode;
objlead.IsSubmitted = list.IsSubmitted;
objlead.LastContactDate = list.LastContactDate;
// objlead.LeadComments = list.LeadComments;
objlead.LeadSource = list.LeadSource;
//objlead.LeadStatus = list.LeadStatus;
objlead.LFUUID = list.LFUUID;
objlead.LossAddress = list.LossAddress;
objlead.MarketValue = list.MarketValue;
objlead.OriginalLeadDate = list.OriginalLeadDate;
objlead.OtherSource = list.OtherSource;
objlead.OwnerFirstName = list.OwnerFirstName;
objlead.OwnerLastName = list.OwnerLastName;
objlead.OwnerPhone = list.OwnerPhone;
objlead.OwnerSame = list.OwnerSame;
objlead.PhoneNumber = list.PhoneNumber;
objlead.PrimaryProducerId = list.PrimaryProducerId;
objlead.PropertyDamageEstimate = list.PropertyDamageEstimate;
objlead.ReporterToInsurer = list.ReporterToInsurer;
objlead.SecondaryEmail = list.SecondaryEmail;
objlead.SecondaryPhone = list.SecondaryPhone;
objlead.SecondaryProducerId = list.SecondaryProducerId;
objlead.SiteInspectionCompleted = list.SiteInspectionCompleted;
objlead.SiteLocation = list.SiteLocation;
objlead.SiteSurveyDate = list.SiteSurveyDate;
objlead.StateId = list.StateId;
objlead.Status = list.Status;
//objlead.SubStatus = list.SubStatus;
objlead.TypeOfDamage = list.TypeOfDamage;
objlead.TypeofDamageText = list.TypeofDamageText;
objlead.TypeOfProperty = list.TypeOfProperty;
objlead.UserId = list.UserId;
objlead.WebformSource = list.WebformSource;
//objlead.WindPolicy = list.WindPolicy;
objlead.Zip = list.Zip;
LeadsManager.Save(objlead);
lblSave.Text = "Record Copyed Sucessfully.";
lblSave.Visible = true;
DoBind();
}
catch (Exception ex) {
lblError.Text = "Record Not Copyed.";
lblError.Visible = true;
}
}
}
