public void importWriteOffs(bool importClosedMatters)
{
DataTable TableWUD = new DataTable("WUD");
string sSelect = "";
int nInvID = 0;
sSelect = "SELECT * from WUD where amount <> 0.0000";
ReadAMTable(ref TableWUD, sSelect);
if (importClosedMatters)
{
PLBilling.m_bAllowEntOnClosedMtr = true;
PLTimeEntry.m_bAllowEntOnClosedMtr = true;
PLExpense.m_bAllowEntOnClosedMtr = true;
PLGBEnt.m_bAllowEntOnClosedMtr = true;
}
for (int nWUD = 0; nWUD < TableWUD.Rows.Count; nWUD++)
{
foreach (Invoice i in invList)
{
if (i.number == int.Parse(TableWUD.Rows[nWUD]["BillID"].ToString().Trim()))
{
nInvID = i.newID;
break;
}
}
// if (nInvID > 0)
// {
if (!string.IsNullOrEmpty(TableWUD.Rows[nWUD]["Date"].ToString().Trim()))
{
int nDate = int.Parse(TableWUD.Rows[nWUD]["Date"].ToString().Trim());
if (nDate <= 19820101 || nDate >= 21991231)
{
nDate = 20061231;
}
PCLaw.WUD.Date = nDate;
}
else
{
PCLaw.WUD.Date = 21991231; //assign arbitrary date
}
if (!string.IsNullOrEmpty(TableWUD.Rows[nWUD]["Explanation"].ToString().Trim()))
{
PCLaw.WUD.Explanation = TableWUD.Rows[nWUD]["Explanation"].ToString().Trim();
}
else
{
PCLaw.WUD.Explanation = "Write Off - No Explanation Given";
}
PCLaw.WUD.InvID = nInvID;
PCLaw.WUD.MatterID = PLMatter.GetIDFromNN(TableWUD.Rows[nWUD]["MatterID"].ToString().Trim());
//only use this type per the PCLaw dev folks...FEE_WO_ADJ is broken
PCLaw.WUD.Alloc.EntryType = PLWOAlloc.eWOAllocEntryType.FEE_WO_BADDEBT;
PCLaw.WUD.TaskNN = "WD";
if (double.Parse(TableWUD.Rows[nWUD]["Amount"].ToString().Trim()) > 0)
{
PCLaw.WUD.Alloc.Amount = double.Parse(TableWUD.Rows[nWUD]["Amount"].ToString().Trim()) * -1;
}
else
{
PCLaw.WUD.Alloc.Amount = double.Parse(TableWUD.Rows[nWUD]["Amount"].ToString().Trim());
}
PCLaw.WUD.Alloc.GLID = PLConvert.PLGLAccts.GetIDFromNN(TableWUD.Rows[nWUD]["GLAcct"].ToString().Trim());
PCLaw.WUD.Alloc.LawyerID = PLLawyer.GetIDFromNN(TableWUD.Rows[nWUD]["LawyerID"].ToString().Trim());
PCLaw.WUD.AddWOAllocation();
PCLaw.WUD.AddRecord();
PCLaw.WUD.SendLast();
/* }
* else
* {//write off is not associated with any invoice so we create a negative invoice (credit memo)
* MessageBox.Show(TableWUD.Rows[nWUD]["BillID"].ToString().Trim() + " no invoicenum");
* if (!string.IsNullOrEmpty(TableWUD.Rows[nWUD]["Date"].ToString().Trim()))
* {
* int nDate = int.Parse(TableWUD.Rows[nWUD]["Date"].ToString().Trim());
* if (nDate <= 19820101 || nDate >= 21991231)
* nDate = 20061231;
* PCLaw.Bill.Date = nDate;
* }
* else
* PCLaw.Bill.Date = 21991231; //assign arbitrary date
*
* //we need to see if amount is negative. If it is, keep the value, if not, make it negative
* if (double.Parse(TableWUD.Rows[nWUD]["Amount"].ToString().Trim()) < 0)
* PCLaw.Bill.Fees = double.Parse(TableWUD.Rows[nWUD]["Amount"].ToString().Trim());
* else
* PCLaw.Bill.Fees = -double.Parse(TableWUD.Rows[nWUD]["Amount"].ToString().Trim());
* PCLaw.Bill.InvoiceNumber = iInvMum;
* iInvMum--;
* iInvMatterID = PLMatter.GetIDFromExtID1(TableWUD.Rows[nWUD]["MatterID"].ToString().Trim());
* PCLaw.Bill.MatterID = iInvMatterID;
* PCLaw.Bill.CollLawyerID = PLMatter.GetRespFromMattID(iInvMatterID);
* PCLaw.Bill.TypeOfLawID = PLMatter.GetTypeofLawFromMattID(iInvMatterID);
* PCLaw.Bill.Alloc.Amount = PCLaw.Bill.Fees;
* PCLaw.Bill.Alloc.LawyerID = PCLaw.Bill.CollLawyerID;
* PCLaw.Bill.AddAllocation();
* PCLaw.Bill.AddRecord(ref iInvID, ref iInvNum, ref iInvDate);
*
*
* PCLaw.TimeEntry.Date = iInvDate;
* PCLaw.TimeEntry.InvDate = iInvDate;
* PCLaw.TimeEntry.InvNumber = iInvNum;
* PCLaw.TimeEntry.InvoiceID = iInvID;
* PCLaw.TimeEntry.DateEntered = iInvDate;
* PCLaw.TimeEntry.Amount = PCLaw.Bill.Fees;
* PCLaw.TimeEntry.EntryType = PLTimeEntry.eFeeEntryType.FEE_ENTRY;
* PCLaw.TimeEntry.Explanation = "Credit: " + TableWUD.Rows[nWUD]["Explanation"].ToString().Trim();
* PCLaw.TimeEntry.LawyerID = PLMatter.GetRespFromMattID(iInvMatterID);
* PCLaw.TimeEntry.MatterID = iInvMatterID;
* PCLaw.TimeEntry.TaskNN = "BW";
* PCLaw.TimeEntry.AddRecord();
* PCLaw.TimeEntry.SendLast();
*
* }
*/
}
}
} //end method
private void addNotes()
{
int nNote = 0;
int date = 0;
int nValue = 0;
DataTable Table = new DataTable("Note");
string sSelect = "SELECT * FROM [Note]";
ReadAMTable(ref Table, sSelect);
for (nNote = 0; nNote < Table.Rows.Count; nNote++)
{
PCLaw.Diary.EntryType = PLConvert.PLDiary.eType.Notes;
if (!string.IsNullOrEmpty(Table.Rows[nNote]["ShortDescription"].ToString().Trim()))
{
PCLaw.Diary.NoteShortDescription = Table.Rows[nNote]["ShortDescription"].ToString().Trim();
}
else
{
PCLaw.Diary.NoteShortDescription = "General Note";
}
if (!string.IsNullOrEmpty(Table.Rows[nNote]["Description"].ToString().Trim()))
{
PCLaw.Diary.Description = Table.Rows[nNote]["Description"].ToString().Trim();
}
else
{
PCLaw.Diary.Description = "Converted Note - no memo text in original";
}
PCLaw.Diary.MatterID = PLConvert.PLMatter.GetIDFromExtID1(Table.Rows[nNote]["MatterID"].ToString().Trim());
if (PCLaw.Diary.MatterID == 0) //matter is required. if no matter, do not add this note
{
PCLaw.Diary.Clear();
continue;
}//end if
date = int.Parse(Table.Rows[nNote]["EnteredDate"].ToString().Trim());
if (date < 19820101)
{
date = 19820101;
}
else
{
date = 20101231;
}
PCLaw.Diary.EnteredDate = date;
date = int.Parse(Table.Rows[nNote]["DueDate"].ToString().Trim());
if (date < 19820101)
{
date = 19820101;
}
else
{
date = 20101231;
};
PCLaw.Diary.DueDate = date;
date = int.Parse(Table.Rows[nNote]["ReminderDate"].ToString().Trim());
if (date < 19820101)
{
date = 19820101;
}
else
{
date = 20101231;
}
PCLaw.Diary.ReminderDate = date;
//add lawyers to diary entry
string[] lawyers = Table.Rows[nNote]["LawyerIDs"].ToString().Split('|');
foreach (string lawyer in lawyers)
{
nValue = PLLawyer.GetIDFromExtID1(lawyer);
if (nValue != 0)
{
PCLaw.Diary.AddLawyer(nValue);
}
}//end foreach
//add contacts to diary entry
string[] contacts = Table.Rows[nNote]["ContactIDs"].ToString().Split('|');
foreach (string contact in contacts)
{
if (int.Parse(Table.Rows[nNote]["ContactIDsAreClientIDs"].ToString()) == 1)
{
nValue = PLClient.GetContactIDFromClientID(int.Parse(contact));
}
nValue = PLContact.GetIDFromExtID1(nValue.ToString());
if (nValue != 0)
{
PCLaw.Diary.AddContact(nValue);
}
}//end foreach
//PCLaw.Diary.ExternalID_1 = Table.Rows[nContactCount]["OldID"].ToString().Trim();
PCLaw.Diary.AddRecord();
} //end for
PCLaw.Diary.SendLast();
} //end method
//this step includes adding the invoices, allocations and time/expense entries for the invoices
public void importBills(bool importClosedMatters)
{
DataTable TableBills = new DataTable("Bill");
DataTable TableAllocations = new DataTable("Allocation");
string sSelect = "";
string allocSelect = "";
int nInvID = 0;
int nInvNum = 0;
int nInvDate = 0;
// bool usingAllocTable = true;
// InvoiceToMatter itm = null;
if (importClosedMatters)
{
PLBilling.m_bAllowEntOnClosedMtr = true;
PLTimeEntry.m_bAllowEntOnClosedMtr = true;
PLExpense.m_bAllowEntOnClosedMtr = true;
}
//glToID = getGLAcctIDs().ToList();
sSelect = "SELECT * from Bill";
ReadAMTable(ref TableBills, sSelect);
allocSelect = "Select * from Allocation";
ReadAMTable(ref TableAllocations, allocSelect);
//add bills and allocations for each bill (add all allocations to the bill before moving to the next bill)
for (int nBill = 0; nBill < TableBills.Rows.Count; nBill++)
{
double allocFees = 0;
double allocDisb = 0;
//if (Convert.ToInt32(rdr["void_date"]) > 0)
// continue; //voided invoice
//handle interest only invoices?
//skip invoice is there is no matter or invoice number
if (!string.IsNullOrEmpty(TableBills.Rows[nBill]["MatterID"].ToString().Trim()) && !string.IsNullOrEmpty(TableBills.Rows[nBill]["BillNumber"].ToString().Trim()))
{
int nDate = int.Parse(TableBills.Rows[nBill]["Date"].ToString().Trim());
if (nDate <= 19820101 || nDate >= 21991231)
{
nDate = 20061231;
}
PCLaw.Bill.MatterID = PLMatter.GetIDFromNN(TableBills.Rows[nBill]["MatterID"].ToString().Trim());
PCLaw.Bill.CollLawyerID = PLLawyer.GetIDFromNN(TableBills.Rows[nBill]["LawyerID"].ToString().Trim());
if (PCLaw.Bill.CollLawyerID == 0)
{
PCLaw.Bill.CollLawyerID = PLMatter.GetRespFromMattID(PCLaw.Bill.MatterID);
}
PCLaw.Bill.TypeOfLawID = PLMatter.GetTypeofLawFromMattID(PCLaw.Bill.MatterID);
PCLaw.Bill.InvoiceNumber = Convert.ToInt32(TableBills.Rows[nBill]["BillNumber"].ToString().Trim());
PCLaw.Bill.Date = nDate;
PCLaw.Bill.Fees = Math.Round(double.Parse(TableBills.Rows[nBill]["Fees"].ToString().Trim()), 2) + Math.Round(double.Parse(TableBills.Rows[nBill]["interest"].ToString().Trim()), 2); //what about interest?
PCLaw.Bill.Disbs = Math.Round(double.Parse(TableBills.Rows[nBill]["Disb"].ToString().Trim()), 2);
//to avoid problems with firms not using G/L accounting. Bug in PCLaw where Soft Costs are not 0
PCLaw.Bill.SoftCosts = 0;
// if (!PCLaw.GenInf.UsingGST)
// PCLaw.Bill.PSTFees = Math.Round(double.Parse(TableBills.Rows[nBill]["Taxes"].ToString().Trim()), 2);
// else
PCLaw.Bill.GSTFees = Math.Round(double.Parse(TableBills.Rows[nBill]["Taxes"].ToString().Trim()), 2);
int nCollectID = PLMatter.GetRespFromMattID(PCLaw.Bill.MatterID); //used to create generic entries in case the allocations do not match up with the invoice amounts
//bill ready to go, now add allocations
for (int nAllocs = 0; nAllocs < TableAllocations.Rows.Count; nAllocs++)
{
//only add allocations associated with this current bill, otherwise, ignore this allocation
if (TableBills.Rows[nBill]["oldID"].ToString().Trim().Equals(TableAllocations.Rows[nAllocs]["BillID"].ToString().Trim(), StringComparison.OrdinalIgnoreCase))
{
if (int.Parse(TableAllocations.Rows[nAllocs]["TimeExp"].ToString().Trim()) == 0) //time entry
{
//int nID = PLLawyer.GetIDFromNN(TableAllocations.Rows[nAllocs]["LawyerID"].ToString().Trim());
// if (nID.Equals(0))
// {
// nID = PLLawyer.GetIDFromNN(TableAllocations.Rows[nAllocs]["LawyerID"].ToString().Trim());
// }
// if (nID.Equals(0))
// PCLaw.Bill.Alloc.LawyerID = nCollectID;
// else
// PCLaw.Bill.Alloc.LawyerID = nID;
PCLaw.Bill.Alloc.LawyerNN = PLLawyer.GetNNFromID(PLMatter.GetRespFromMattID(PCLaw.Bill.MatterID));
double dHours = Math.Round(Convert.ToDouble(TableAllocations.Rows[nAllocs]["QuantityHours"].ToString().Trim()), 2);
PCLaw.Bill.Alloc.Amount = Math.Round(Convert.ToDouble(TableAllocations.Rows[nAllocs]["Total"].ToString().Trim()), 2);
PCLaw.Bill.Alloc.Hours = dHours;
//PCLaw.Bill.Alloc.Seconds = Convert.ToInt32(dHours * Convert.ToDouble(3600));
PCLaw.Bill.Alloc.GLNN = "4000." + PCLaw.Bill.Alloc.LawyerNN;
//allocFees = allocFees + PCLaw.Bill.Alloc.Amount;
PCLaw.Bill.AddAllocation();
}
else //expense record
{
allocDisb = allocDisb + double.Parse(TableAllocations.Rows[nAllocs]["Total"].ToString().Trim());
}
//Interest charges must match - TODO
// if (!Math.Round(double.Parse(TableBills.Rows[nBill]["Interest"].ToString().Trim()), 2).Equals(0.0))
// {
// PCLaw.Bill.Alloc.Amount = Math.Round(double.Parse(TableBills.Rows[nBill]["Interest"].ToString().Trim()), 2);
// PCLaw.Bill.Alloc.Hours = 0.0;
// PCLaw.Bill.Alloc.LawyerNN =
// PLLawyer.GetNNFromID(PLMatter.GetRespFromMattID(PCLaw.Bill.MatterID));
// PCLaw.Bill.Alloc.GLNN = "4000." + PCLaw.Bill.Alloc.LawyerNN;
//
// PCLaw.Bill.AddAllocation();
// allocFees = allocFees + PCLaw.Bill.Alloc.Amount;
// }
} //end if
} //end allocs for
double feeDiff = 0.00;
// feeDiff = Math.Round(double.Parse(TableBills.Rows[nBill]["Fees"].ToString().Trim()), 2) + Math.Round(double.Parse(TableBills.Rows[nBill]["Interest"].ToString().Trim()), 2) - allocFees;
//handle mismatch of fees between invoice and sum if individual entries.
//need a more graceful way to handle this
//if (feeDiff != 0)
// {
//MessageBox.Show(TableBills.Rows[count]["oldID"].ToString().Trim() + " : " + feeDiff.ToString());
// PCLaw.Bill.Alloc.Amount = feeDiff;
// PCLaw.Bill.Alloc.Hours = 0;
// PCLaw.Bill.Alloc.LawyerID = nCollectID;
//PCLaw.Bill.Alloc.GLNN = PCLaw.Bill.CollLawyerID;
// PCLaw.Bill.AddAllocation();
// }
//handle mismatch of disb between invoice and sum if individual entries. - currently there is only one disb per bill so it will always match
// double disbDiff = Math.Round(double.Parse(TableBills.Rows[nBill]["Disb"].ToString().Trim()), 2) - allocDisb;
// if (disbDiff != 0)
// disbDiff = PCLaw.Bill.Disbs - allocDisb;
//add the bill
int matterID = PCLaw.Bill.MatterID; //saved for use later on time and expense entries
Invoice i = new Invoice();
PCLaw.Bill.bAutoCreateCharges = false;
PCLaw.Bill.ExternalID_1 = TableBills.Rows[nBill]["OldID"].ToString().Trim();
PCLaw.Bill.ExternalID_2 = TableBills.Rows[nBill]["BillNumber"].ToString().Trim();
PCLaw.Bill.AddRecord(ref nInvID, ref nInvNum, ref nInvDate);
i.newID = nInvID;
i.number = nInvNum;
i.oldID = TableBills.Rows[nBill]["BillID"].ToString().Trim();
i.date = nInvDate;
invList.Add(i);
//allocs and bill done, now we add the time and expense entries associated with them
//bill ready to go, now add allocations
for (int allocs = 0; allocs < TableAllocations.Rows.Count; allocs++)
{
//only time/fee entries (allocations) associated with this current bill, otherwise, ignore this entry
if (TableBills.Rows[nBill]["BillID"].ToString().Trim().Equals(TableAllocations.Rows[allocs]["BillID"].ToString().Trim(), StringComparison.OrdinalIgnoreCase))
{
if (int.Parse(TableAllocations.Rows[allocs]["TimeExp"].ToString().Trim()) == 0) //time entry
{
PCLaw.TimeEntry.InvoiceID = nInvID;
PCLaw.TimeEntry.InvNumber = nInvNum;
PCLaw.TimeEntry.Date = int.Parse(TableAllocations.Rows[allocs]["EntryDate"].ToString().Trim());
PCLaw.TimeEntry.DateEntered = int.Parse(TableAllocations.Rows[allocs]["EntryDate"].ToString().Trim());
double dur = Convert.ToDouble(TableAllocations.Rows[allocs]["QuantityHours"].ToString().Trim());
PCLaw.TimeEntry.Hours = dur;
if (double.Parse(TableAllocations.Rows[allocs]["QuantityHours"].ToString().Trim()) == 0.0000)
{
PCLaw.TimeEntry.EntryType = PLTimeEntry.eFeeEntryType.FEE_ENTRY;
}
else
{
PCLaw.TimeEntry.EntryType = PLTimeEntry.eFeeEntryType.TimeEnt;
}
PCLaw.TimeEntry.MatterID = matterID;
int taskID = 0;
//if (!string.IsNullOrEmpty(TableAllocations.Rows[allocs]["CodeID"].ToString().Trim()))
// taskID = PLTask.GetIDFromNN(TableAllocations.Rows[allocs]["CodeID"].ToString().Trim());
// if (taskID == 0)
// {
taskID = PLTask.GetIDFromNN("BW");
// if (taskID == 0)
// {
// PCLaw.TimeEntry.TaskNN = "BW";
//// if (PCLaw.TimeEntry.TaskID.Equals(0))
// {
// PCLaw.Task.Name = "Billable Work";
// PCLaw.Task.NickName = "BW";
// PCLaw.Task.Category = PLTask.eCATEGORY.NON_BILLABLE;
// PCLaw.Task.AddRecord();
// PCLaw.Task.SendLast();
// PCLaw.TimeEntry.TaskNN = "BW";
// }
//}
//}
//else
PCLaw.TimeEntry.TaskID = taskID;
string descr = "";
if (!string.IsNullOrEmpty(TableAllocations.Rows[allocs]["Description"].ToString().Trim()))
{
descr = TableAllocations.Rows[allocs]["Description"].ToString().Trim();
}
if (descr.Equals(""))
{
descr = "Converted time entry, no explanaion provided";
}
PCLaw.TimeEntry.Explanation = descr;
int lawyerID = PLLawyer.GetIDFromNN(TableAllocations.Rows[allocs]["LawyerID"].ToString().Trim());
if (lawyerID.Equals(0))
{
PCLaw.TimeEntry.LawyerNN = PLLawyer.GetNNFromID(PLMatter.GetRespFromMattID(matterID));
}
else
{
PCLaw.TimeEntry.LawyerID = lawyerID;
}
if (double.Parse(TableAllocations.Rows[allocs]["Rate"].ToString().Trim()) == 0.0)
{
try
{
if (Convert.ToDouble(TableAllocations.Rows[allocs]["Total"].ToString().Trim()) != 0 && dur != 0)
{
PCLaw.TimeEntry.Rate = Math.Round(Convert.ToDouble(TableAllocations.Rows[allocs]["Total"].ToString().Trim()) / dur, 2);
}
}
catch (Exception ex1)
{
PCLaw.TimeEntry.Rate = double.Parse(TableAllocations.Rows[allocs]["Rate"].ToString().Trim());
}
}
else
{
PCLaw.TimeEntry.Rate = double.Parse(TableAllocations.Rows[allocs]["Rate"].ToString().Trim());
}
PCLaw.TimeEntry.Amount = Convert.ToDouble(TableAllocations.Rows[allocs]["Total"].ToString().Trim());
PCLaw.TimeEntry.AddRecord();
} //end time entries
else //expense entry
{
PCLaw.Expense.InvoiceID = nInvID;
PCLaw.Expense.InvoiceNumber = nInvNum;
PCLaw.Expense.Date = int.Parse(TableAllocations.Rows[allocs]["EntryDate"].ToString().Trim());
PCLaw.Expense.MatterID = matterID;
string descr = "";
if (!string.IsNullOrEmpty(TableAllocations.Rows[allocs]["Description"].ToString().Trim()))
{
descr = TableAllocations.Rows[allocs]["Description"].ToString().Trim();
}
if (descr.Equals(""))
{
descr = "Converted expense, no explanaion provided";
}
PCLaw.Expense.Explanation = descr;
int explID = 0;
if (!string.IsNullOrEmpty(TableAllocations.Rows[allocs]["CodeID"].ToString().Trim()))
{
explID = PLExpCode.GetIDFromNN(TableAllocations.Rows[allocs]["CodeID"].ToString().Trim());
}
if (explID == 0)
{
PCLaw.Expense.ExplCodeID = PLExpCode.GetIDFromNN("A111"); //default code "other"
}
else
{
PCLaw.Expense.ExplCodeID = explID;
}
PCLaw.Expense.Quantity = Convert.ToDouble(TableAllocations.Rows[allocs]["QuantityHours"].ToString().Trim());
PCLaw.Expense.Rate = Convert.ToDouble(TableAllocations.Rows[allocs]["Rate"].ToString().Trim());
PCLaw.Expense.Amount = Convert.ToDouble(TableAllocations.Rows[allocs]["Total"].ToString().Trim());
PCLaw.Expense.IsSoftCost = false;
if (string.IsNullOrEmpty(TableAllocations.Rows[allocs]["ExpensePaidTo"].ToString().Trim()))
{
PCLaw.Expense.PaidTo = "Converted - Billed Expenses";
}
else
{
PCLaw.Expense.PaidTo = TableAllocations.Rows[allocs]["ExpensePaidTo"].ToString().Trim();
}
if (!string.IsNullOrEmpty(TableAllocations.Rows[allocs]["GLAcctID"].ToString().Trim()))
{
int id = PLConvert.PLGLAccts.GetIDFromExtID2(TableAllocations.Rows[allocs]["GLAcctID"].ToString().Trim());
if (id == 0)
{
PCLaw.Expense.GLNN = "5210";
}
else
{
PCLaw.Expense.GLNN = PLConvert.PLGLAccts.GetNNFromID(id);
}
}
else
{
PCLaw.Expense.GLNN = "5210";
}
PCLaw.Expense.AddRecord();
} //end expense entries (else)
} //end outer if
} //end time/expense for
//if time and expense entries do not match bill, we add a generic entry to make them even
/*
* if (feeDiff != 0.00)
* {
* PCLaw.TimeEntry.Amount = feeDiff;
* feeDiff = 0.0;
*
* PCLaw.TimeEntry.InvDate = nInvDate;
* PCLaw.TimeEntry.InvoiceID = nInvID;
* PCLaw.TimeEntry.InvNumber = nInvNum;
* PCLaw.TimeEntry.Date = nInvDate;
* PCLaw.TimeEntry.Seconds = 0;
* PCLaw.TimeEntry.EntryType = PLTimeEntry.eFeeEntryType.FEE_ENTRY;
* PCLaw.TimeEntry.MatterID = matterID;
* PCLaw.TimeEntry.TaskNN = "BW";
*
* if (PCLaw.TimeEntry.TaskID.Equals(0))
* {
* PCLaw.Task.Name = "Billable Work";
* PCLaw.Task.NickName = "BW";
* PCLaw.Task.Category = PLTask.eCATEGORY.NON_BILLABLE;
* PCLaw.Task.AddRecord();
* PCLaw.Task.SendLast();
* PCLaw.TimeEntry.TaskNN = "BW";
* }
*
* PCLaw.TimeEntry.Explanation = "Time Offset - bill mismatch";
* PCLaw.TimeEntry.LawyerID = nCollectID;
*
* PCLaw.TimeEntry.AddRecord();
* }
*
* if (disbDiff != 0)
* {
* PCLaw.Expense.InvDate = nInvDate;
* PCLaw.Expense.InvoiceID = nInvID;
* PCLaw.Expense.InvoiceNumber = nInvNum;
* PCLaw.Expense.Date = nInvDate;
* PCLaw.Expense.MatterID = matterID;
* PCLaw.Expense.IsSoftCost = false;
* PCLaw.Expense.Explanation = "Conversion Repair";
* PCLaw.Expense.Amount = disbDiff;
* disbDiff = 0.0;
* PCLaw.Expense.PaidTo = "Expense Offset - Billed Expenses";
* PCLaw.Expense.GLNN = "5210";
* PCLaw.Expense.AddRecord();
* }
*
*
* if (!Math.Round(double.Parse(TableBills.Rows[nBill]["interest"].ToString().Trim()), 2).Equals(0.0))
* {
* PCLaw.TimeEntry.Amount =
* Math.Round(double.Parse(TableBills.Rows[nBill]["interest"].ToString().Trim()), 2);
*
* PCLaw.TimeEntry.InvDate = nInvDate;
* PCLaw.TimeEntry.InvoiceID = nInvID;
* PCLaw.TimeEntry.InvNumber = nInvNum;
* PCLaw.TimeEntry.Date = nInvDate;
* PCLaw.TimeEntry.Seconds = 0;
* PCLaw.TimeEntry.EntryType = PLTimeEntry.eFeeEntryType.FEE_ENTRY;
* PCLaw.TimeEntry.MatterID = matterID;
* PCLaw.TimeEntry.TaskNN = "BW";
*
* if (PCLaw.TimeEntry.TaskID.Equals(0))
* {
* PCLaw.Task.Name = "Billable Work";
* PCLaw.Task.NickName = "BW";
* PCLaw.Task.Category = PLTask.eCATEGORY.NON_BILLABLE;
* PCLaw.Task.AddRecord();
* PCLaw.Task.SendLast();
* PCLaw.TimeEntry.TaskNN = "BW";
* }
*
* PCLaw.TimeEntry.Explanation = "Interest Charged on Invoice " + nInvNum.ToString();
* PCLaw.TimeEntry.LawyerNN = PLLawyer.GetNNFromID(PLMatter.GetRespFromMattID(matterID));
*
* PCLaw.TimeEntry.AddRecord();
* }
*
*/
} //end if
} //end bills for
PCLaw.TimeEntry.SendLast();
PCLaw.Expense.SendLast();
}
}//end method
private void addCalendarEntries()
{
int nCalendar = 0;
TimeSpan Duration;
int nDate = 0;
//int nDateEnd = 0;
int nTimeStart = 0;
int nValue = 0;
DataTable Table = new DataTable("Appointment");
string sSelect = "SELECT * FROM [Appointment]";
ReadAMTable(ref Table, sSelect);
for (nCalendar = 0; nCalendar < Table.Rows.Count; nCalendar++)
{
PCLaw.Diary.IsRecurringEntry = bool.Parse(Table.Rows[nCalendar]["IsRecurring"].ToString());
nDate = int.Parse(Table.Rows[nCalendar]["EnteredDate"].ToString().Trim());
if (nDate < 19820101) //if the date is before pclaw's min level, make it the min
{
nDate = 19820101;
}
PCLaw.Diary.EnteredDate = nDate;
nDate = int.Parse(Table.Rows[nCalendar]["DueDate"].ToString().Trim());
if (nDate < 19820101)
{
nDate = 19820101;
}
PCLaw.Diary.DueDate = nDate;
DateTime DateEnd;
DateTime DateStart;
if (double.Parse(Table.Rows[nCalendar]["Duration"].ToString()) == 0)
{
DateEnd = Convert.ToDateTime(Table.Rows[nCalendar]["DueDate"].ToString().Insert(6, "-").Insert(4, "-"));
DateStart = Convert.ToDateTime(Table.Rows[nCalendar]["StartDate"].ToString().Insert(6, "-").Insert(4, "-"));
Duration = DateEnd - DateStart; //duration of the event
PCLaw.Diary.Duration = Duration.Days * 24 + Duration.Hours + Duration.Minutes / 60;
}
else
{
Duration = TimeSpan.FromHours(double.Parse(Table.Rows[nCalendar]["Duration"].ToString()));
PCLaw.Diary.Duration = double.Parse(Duration.ToString());
}
if (PCLaw.Diary.IsRecurringEntry)//if its recurring, we have work to do!
{
PCLaw.Diary.RecurringStartDate = int.Parse(Table.Rows[nCalendar]["RecurringStartDate"].ToString().Trim());
PCLaw.Diary.RecurringEndDate = int.Parse(Table.Rows[nCalendar]["RecurringEndDate"].ToString().Trim());
PCLaw.Diary.RecurringRepeatUnit = PLDiary.eRepeatUnit.CalendarDay;
//1) Daily requires a number od days before repeating (rDaysDaily)
//2) Monthly requires:
// a) Which day of the month to repeat (rDayOfMonth) - OR-
// b) Which week of the month (rWeekOfMonth) AND which day of the week to repeat (rDayOfWeek)
//3) Quarterly requires a day of the month (rDayOfMonth) AND how many months before it repeats (rMonthsQuarterly)
//4) Weekly requires a day of the week (rDayOfWeek)
//5) Anually requires a month of the year (rMonthsOfYear) AND
// a) Day of the month (rDayOfMonth) OR
// b) Week of month (rWeekOfMonth) AND day of week (rDaysOfWeek)
//Frequency means how often to make the appointment
switch (int.Parse(Table.Rows[nCalendar]["RecurringType"].ToString()))
{
case 1: //Daily
PCLaw.Diary.RecurringRepeatUnit = PLDiary.eRepeatUnit.CalendarDay;
PCLaw.Diary.RecurringFreq = int.Parse(Table.Rows[nCalendar]["rDaysDaily"].ToString());
break;
case 2: //Monthly
PCLaw.Diary.RecurringRepeatUnit = PLDiary.eRepeatUnit.Month;
if (int.Parse(Table.Rows[nCalendar]["rDayOfMonth"].ToString()) != 0)
{
PCLaw.Diary.RecurringDayOfMonth = int.Parse(Table.Rows[nCalendar]["rDayOfMonth"].ToString());
}
else
{
if (int.Parse(Table.Rows[nCalendar]["rWeekOfMonth"].ToString()) != 0)
{
PCLaw.Diary.RecurringWeekOfMonth = int.Parse(Table.Rows[nCalendar]["rWeekOfMonth"].ToString());
}
if (PCLaw.Diary.RecurringWeekOfMonth == 0)
{
PCLaw.Diary.RecurringWeekOfMonth = 1;
}
switch (int.Parse(Table.Rows[nCalendar]["rDayOfWeek"].ToString()))
{
case 1:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Sun;
break;
case 2:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Non;
break;
case 3:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Tue;
break;
case 4:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Wed;
break;
case 5:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Thur;
break;
case 6:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Fri;
break;
case 7:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Sat;
break;
default:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Non;
break;
} //end switch
} //end else
decimal month = Duration.Days / 30; // there are 30 days in an average month so days/30 = months
PCLaw.Diary.RecurringFreq = Convert.ToInt32(Math.Ceiling(month)); //ceiling because we need an int here
if (PCLaw.Diary.RecurringFreq < 1)
{
PCLaw.Diary.RecurringFreq = 1;
}
break;
case 3: //Quarterly
PCLaw.Diary.RecurringRepeatUnit = PLDiary.eRepeatUnit.Month;
PCLaw.Diary.RecurringDayOfMonth = int.Parse(Table.Rows[nCalendar]["rDayOfMonth"].ToString());
PCLaw.Diary.RecurringFreq = int.Parse(Table.Rows[nCalendar]["rMonthsQuarterly"].ToString());
break;
case 4: //Weekly
PCLaw.Diary.RecurringRepeatUnit = PLDiary.eRepeatUnit.Week;
switch (int.Parse(Table.Rows[nCalendar]["rDayOfWeek"].ToString()))
{
case 1:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Sun;
break;
case 2:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Non; //to do - change that type in plconvert
break;
case 3:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Tue;
break;
case 4:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Wed;
break;
case 5:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Thur;
break;
case 6:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Fri;
break;
case 7:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Sat;
break;
default:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Non;
break;
} //end switch
decimal week = Duration.Days / 4; //there are 4 weeks in a month so days/4 = weeks
PCLaw.Diary.RecurringFreq = Convert.ToInt32(Math.Ceiling(week));
if (PCLaw.Diary.RecurringFreq < 1)
{
PCLaw.Diary.RecurringFreq = 1;
}
break;
case 5: //Annually
PCLaw.Diary.RecurringRepeatUnit = PLDiary.eRepeatUnit.Year;
PCLaw.Diary.RecurringMonthOfYear = int.Parse(Table.Rows[nCalendar]["rMonthsOfYear"].ToString());
if (int.Parse(Table.Rows[nCalendar]["rDayOfMonth"].ToString()) != 0)
{
PCLaw.Diary.RecurringDayOfMonth = int.Parse(Table.Rows[nCalendar]["rDayOfMonth"].ToString());
}
else
{
PCLaw.Diary.RecurringWeekOfMonth = int.Parse(Table.Rows[nCalendar]["rWeekOfMonth"].ToString());
switch (int.Parse(Table.Rows[nCalendar]["rDayOfWeek"].ToString()))
{
case 1:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Sun;
break;
case 2:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Non;
break;
case 3:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Tue;
break;
case 4:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Wed;
break;
case 5:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Thur;
break;
case 6:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Fri;
break;
case 7:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Sat;
break;
default:
PCLaw.Diary.RecurringDayOfWeek = PLConvert.PLDiary.eDay.Non;
break;
} //end switch
} //end else
decimal year = Duration.Days / 365;
PCLaw.Diary.RecurringFreq = Convert.ToInt32(Math.Ceiling(year));
if (PCLaw.Diary.RecurringFreq < 1)
{
PCLaw.Diary.RecurringFreq = 1;
}
break;
}//end switch with no default on purpose
switch (int.Parse(Table.Rows[nCalendar]["HolidayRecurringBehavior"].ToString()))
{
case 1:
PCLaw.Diary.RecurringAdjust = PLDiary.eAdjust.NextBusDay;
break;
case 2:
PCLaw.Diary.RecurringAdjust = PLDiary.eAdjust.PrevBusDay;
break;
case 3:
PCLaw.Diary.RecurringAdjust = PLDiary.eAdjust.SameDay;
break;
case 4:
PCLaw.Diary.RecurringAdjust = PLDiary.eAdjust.CancelEntry;
break;
} //end switch
} //end recurring if
switch (int.Parse(Table.Rows[nCalendar]["EntryType"].ToString()))
{
case 0:
PCLaw.Diary.EntryType = PLDiary.eType.Holiday;
break;
case 1:
PCLaw.Diary.EntryType = PLDiary.eType.Appointment;
break;
case 2:
PCLaw.Diary.EntryType = PLDiary.eType.TODO;
break;
}//end switch
if (!string.IsNullOrEmpty(Table.Rows[nCalendar]["Description"].ToString()))
{
PCLaw.Diary.Description = Table.Rows[nCalendar]["Description"].ToString();
}
else
{
PCLaw.Diary.Description = "Converted Event - No Description Available";
}
if (PCLaw.Diary.EntryType == PLDiary.eType.Appointment)
{
//pclaw needs the time in this format hhmm as an int
//nTimeStart = DateStart.Hour * 100 + DateStart.Minute;
nTimeStart = int.Parse(Table.Rows[nCalendar]["StartTime"].ToString());
if (nTimeStart < 700 || nTimeStart > 2359) //why would this appointment happen before 7am or be greater than 11:59?
{
nTimeStart = 700;
}
PCLaw.Diary.StartTime = nTimeStart;
//duration needs to be an double and is in hours which is why the funky math
//PCLaw.Diary.Duration = Duration.Days * 24 + Duration.Hours + Duration.Minutes / 60;
}//end if
if (PCLaw.Diary.Duration <= 0) //duration cant be zero or negative
{
PCLaw.Diary.Duration = 0.5;
}
switch (int.Parse(Table.Rows[nCalendar]["Priority"].ToString()))
{
case 0:
PCLaw.Diary.Priority = PLDiary.ePriority.Normal;
break;
case 1:
PCLaw.Diary.Priority = PLDiary.ePriority.High;
break;
case 2:
PCLaw.Diary.Priority = PLDiary.ePriority.Low;
break;
default:
PCLaw.Diary.Priority = PLDiary.ePriority.Normal;
break;
}//end switch
if (PCLaw.Diary.EntryType == PLDiary.eType.TODO)
{
if (!string.IsNullOrEmpty(Table.Rows[nCalendar]["Completed"].ToString()))
{
PCLaw.Diary.Completed = bool.Parse(Table.Rows[nCalendar]["Completed"].ToString());
}
else
{
PCLaw.Diary.Completed = false;
}
if (PCLaw.Diary.Completed)
{
PCLaw.Diary.CompletionDate = int.Parse(Table.Rows[nCalendar]["CompletionDate"].ToString()); //always on time! (you can change this if required though)
}
}//end if
PCLaw.Diary.DiaryCodeID = PLDiaryCode.GetIDFromExtID1(Table.Rows[nCalendar]["DiaryCodeID"].ToString());
PCLaw.Diary.MatterID = PLMatter.GetIDFromExtID1(Table.Rows[nCalendar]["MatterID"].ToString());
if (PCLaw.Diary.MatterID == 0) //not found and is required....diary entry not added
{
PCLaw.Diary.Clear();
continue;
}
//add lawyers to diary entry
string[] lawyers = Table.Rows[nCalendar]["LawyerID"].ToString().Split('|');
foreach (string lawyer in lawyers)
{
nValue = PLLawyer.GetIDFromExtID1(lawyer);
if (nValue != 0)
{
PCLaw.Diary.AddLawyer(nValue);
}
}//end foreach
//add contacts to diary entry
string[] contacts = Table.Rows[nCalendar]["ContactID"].ToString().Split('|');
foreach (string contact in contacts)
{
nValue = PLContact.GetIDFromExtID1(contact);
if (nValue != 0)
{
PCLaw.Diary.AddContact(nValue);
}
}//end foreach
nDate = int.Parse(Table.Rows[nCalendar]["ReminderDate"].ToString().Replace("-", ""));
if (nDate < 19820101)
{
PCLaw.Diary.ReminderDate = PCLaw.Diary.DueDate;
}
else
{
PCLaw.Diary.ReminderDate = nDate;
}
PCLaw.Diary.MinutesToRemind = int.Parse(Table.Rows[nCalendar]["MinutesToRemind"].ToString());
PCLaw.Diary.AddRecord();
}//end for
PCLaw.Diary.SendLast();
}//end method