private CRM.Data.Entities.LeadPolicy createPolicy(int leadID, DataRow dataRow) { CRM.Data.Entities.LeadPolicy policy = null; string userFieldName = null; policy = new CRM.Data.Entities.LeadPolicy(); policy.LeadId = leadID; policy.IsActive = true; // Policy Number userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Policy Number"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { policy.PolicyNumber = dataRow[userFieldName].ToString().Trim(); } // Policy Form userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Policy Form"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) { policy.PolicyFormType = dataRow[userFieldName].ToString().Trim(); } LeadPolicyManager.Save(policy); return(policy); }
protected CRM.Data.Entities.LeadPolicy collectPolicyDataFromUI() { CRM.Data.Entities.LeadPolicy policy = new CRM.Data.Entities.LeadPolicy(); policy.PolicyType = Convert.ToInt32(ucPolicyType1.SelectedValue); policy.PolicyNumber = txtPolicyNumber.Text.Trim(); policy.ClaimNumber = txtClaimNumber.Text.Trim(); policy.IsActive = true; policy.LossDate = txtLossDate.Date; return(policy); }
private void notifyAdjuster(CRM.Data.Entities.LeadPolicy policy) { AdjusterMaster adjuster = null; string clientName = null; string claimantName = null; string emailText = null; string emailPassword = null; Leads lead = null; int leadID = 0; string[] recipients = null; string userEmail = null; string subject = null; // get adjuster info adjuster = AdjusterManager.Get(policy.AdjusterID ?? 0); // retreive lead information leadID = SessionHelper.getLeadId(); lead = LeadsManager.GetByLeadId(leadID); if (lead != null && adjuster != null && !string.IsNullOrEmpty(adjuster.email) && (adjuster.isEmailNotification ?? true)) { recipients = new string[] { adjuster.email }; userEmail = ConfigurationManager.AppSettings["userID"].ToString(); emailPassword = ConfigurationManager.AppSettings["Password"].ToString(); // name of CRM client clientName = adjuster.Client == null ? "" : adjuster.Client.BusinessName; claimantName = string.Format("{0} {1}", lead.ClaimantFirstName ?? "", lead.ClaimantLastName ?? ""); subject = string.Format("{0} has assigned {1} to you.", clientName, claimantName); emailText = string.Format("<br>Claim # {0} was assigned to you.<br>Please review {1} right away to begin the file.<br><br>Thank you.<br><br>http://app.claimruler.com", policy.ClaimNumber, claimantName); Core.EmailHelper.sendEmail(adjuster.email, recipients, null, subject, emailText, null, userEmail, emailPassword); } }
protected void gvCarrierPolicy_RowDataBound(object sender, GridViewRowEventArgs e) { CRM.Data.Entities.LeadPolicy policy = null; decimal invoiceAmount = 0; int profileID = Convert.ToInt32(ddlInvoiceProfile.SelectedValue); if (e.Row.RowType == DataControlRowType.DataRow) { policy = e.Row.DataItem as CRM.Data.Entities.LeadPolicy; Label lblPolicyHolder = e.Row.FindControl("lblPolicyHolder") as Label; lblPolicyHolder.Text = LeadsManager.GetLeadName((int)policy.LeadId); invoiceAmount = calculateInvoiceAmount(policy); Label lblInvoiceAmount = e.Row.FindControl("lblInvoiceAmount") as Label; lblInvoiceAmount.Text = string.Format("{0:N2}", invoiceAmount); } }
public void fillForm() { Contact primaryContact = null; string zipCode = null; if (policyID > 0) { CRM.Data.Entities.LeadPolicy policy = LeadPolicyManager.Get(policyID); if (policy == null) { return; } ViewState["policyType"] = policy.PolicyType.ToString(); hf_policyID.Value = policy.Id.ToString(); hf_lastStatusID.Value = (policy.LeadStatus ?? 0).ToString(); //cbxAllDocumentUploaded.Checked = policy.isAllDocumentUploaded ?? false; if (policy.PolicyType != null) { ucPolicyType1.SelectedValue = policy.PolicyType.ToString(); } txtPolicyFormType.Text = policy.PolicyFormType; txtInsuranceCompanyName.Text = policy.Carrier == null ? policy.InsuranceCompanyName : policy.Carrier.CarrierName; txtInsuranceAddress.Text = policy.Carrier == null ? policy.InsuranceAddress : policy.Carrier.AddressLine1; txtInsuranceAddress2.Text = policy.Carrier == null ? "" : policy.Carrier.AddressLine2; txtInsurancePolicyNumber.Text = policy.PolicyNumber; if (policy.Carrier != null) { txtInsuranceState.Text = policy.Carrier.StateName; txtInsuranceCity.Text = policy.Carrier.CityMaster != null ? policy.Carrier.CityMaster.CityName : string.Empty; txtInsuranceZipCode.Text = policy.Carrier.ZipCode; ddlCarrier.SelectedValue = policy.CarrierID.ToString(); // get primary carrier contact primaryContact = CarrierContactManager.GetPrimaryContact((int)policy.CarrierID); if (primaryContact != null) { txtPrimaryContactName.Text = primaryContact.fullName; txtPrimaryContactEmail.Text = primaryContact.Email; txtPrimaryContactPhone.Text = primaryContact.Phone; } } else { zipCode = policy.InsuranceZipCode ?? ""; } txtInsuranceFaxNumber.Text = policy.FaxNumber; txtInsurancePhoneNumber.Text = policy.PhoneNumber; txtEffectiveDate.Value = policy.EffectiveDate; txtExpirationDate.Value = policy.ExpirationDate; txtInitialCoverageDate.Value = policy.InitialCoverageDate; if (policy.AgentID != null) { fillAgentDetails((int)policy.AgentID); } } }
public void saveForm() { Page.Validate("Policy"); //if (!Page.IsValid) // return; CRM.Data.Entities.LeadPolicy policy = null; lblMessage.Text = string.Empty; lblMessage.CssClass = string.Empty; //if (int.TryParse(hf_policyID.Value, out id) && id > 0) { if (policyID > 0) { policy = LeadPolicyManager.Get(policyID); } else { // new policy = new CRM.Data.Entities.LeadPolicy(); policy.LeadId = Core.SessionHelper.getLeadId(); policy.Id = 0; policy.IsActive = true; policy.isAllDocumentUploaded = false; } if (ucPolicyType1.SelectedValue == "0" || ucPolicyType1.SelectedValue == "") { policy.PolicyType = null; } else { policy.PolicyType = Convert.ToInt32(ucPolicyType1.SelectedValue); } // carrier information if (ddlCarrier.SelectedIndex > 0) policy.CarrierID = Convert.ToInt32(ddlCarrier.SelectedValue); else policy.CarrierID = null; policy.PolicyNumber = txtInsurancePolicyNumber.Text.Trim(); policy.PolicyFormType = txtPolicyFormType.Text.Trim(); policy.InsuranceCompanyName = txtInsuranceCompanyName.Text; if (!string.IsNullOrEmpty(txtExpirationDate.Text)) policy.ExpirationDate = txtExpirationDate.Date; else policy.ExpirationDate = null; if (!string.IsNullOrEmpty(txtExpirationDate.Text)) policy.EffectiveDate = txtEffectiveDate.Date; else policy.EffectiveDate = null; if (!string.IsNullOrEmpty(txtInitialCoverageDate.Text)) policy.InitialCoverageDate = txtInitialCoverageDate.Date; if (ddlAgent.SelectedIndex > 0) policy.AgentID = Convert.ToInt32(ddlAgent.SelectedValue); try { using (TransactionScope scope = new TransactionScope()) { // save policy id this.policyID = LeadPolicyManager.Save(policy); if (HttpContext.Current.Session["Limit"] != null && HttpContext.Current.Session["PolicyLimit"] != null && HttpContext.Current.Session["tblCasulityPolicylimit"] != null && HttpContext.Current.Session["tblAllPolicylimit"] != null) { AddLimitPolicy(this.policyID); CacheBlank(); ShowAddCoverage(); SetAddCoverage(this.policyID); HideAddCoverageAdd(); } else { propertyLimits.saveLimits(policyID); //casualtyLimits.saveLimits(policyID); } propertySubLimits.saveLimits(policyID); scope.Complete(); } // save policy type in viewstate policyType = ucPolicyType1.SelectedValue; // save policy id hf_policyID.Value = policyID.ToString(); // activate other tabs tabContainerPolicy.Visible = true; activateLinks(); bindLimits(); bindClaims(); //bindData(); lblMessage.Text = "Policy Information saved successfully."; lblMessage.CssClass = "ok"; } catch (Exception ex) { lblMessage.Text = "Policy Information was not saved."; lblMessage.CssClass = "error"; Core.EmailHelper.emailError(ex); } }
protected void copyPolicy(int sourceLeadID, int targetLeadID) { List<CRM.Data.Entities.LeadPolicy> policies = LeadPolicyManager.GetPolicies(sourceLeadID); if (policies != null && policies.Count > 0) { foreach (CRM.Data.Entities.LeadPolicy policy in policies) { CRM.Data.Entities.LeadPolicy newPolicy = new CRM.Data.Entities.LeadPolicy(); newPolicy.LeadId = targetLeadID; newPolicy.AdjusterID = policy.AdjusterID; newPolicy.CarrierID = policy.CarrierID; newPolicy.ClaimNumber = policy.ClaimNumber; newPolicy.FaxNumber = policy.FaxNumber; newPolicy.InsuranceAddress = policy.InsuranceAddress; newPolicy.InsuranceCity = policy.InsuranceCity; newPolicy.InsuranceCompanyName = policy.InsuranceCompanyName; newPolicy.InsuranceState = policy.InsuranceState; newPolicy.InsuranceZipCode = policy.InsuranceZipCode; newPolicy.InsurerFileNo = policy.InsurerFileNo; newPolicy.IsActive = policy.IsActive; newPolicy.isAllDocumentUploaded = policy.isAllDocumentUploaded; newPolicy.LastStatusUpdate = policy.LastStatusUpdate; newPolicy.LeadStatus = policy.LeadStatus; newPolicy.LoanNumber = policy.LoanNumber; newPolicy.LossDate = policy.LossDate; newPolicy.LossLocation = policy.LossLocation; newPolicy.MortgageeID = policy.MortgageeID; newPolicy.PhoneNumber = policy.PhoneNumber; newPolicy.PolicyNumber = policy.PolicyNumber; newPolicy.PolicyPeriod = policy.PolicyPeriod; newPolicy.PolicyType = policy.PolicyType; newPolicy.SiteInspectionCompleted = policy.SiteInspectionCompleted; newPolicy.SiteSurveyDate = policy.SiteSurveyDate; newPolicy.SubStatus = policy.SubStatus; int newPolicyID = LeadPolicyManager.Save(newPolicy); //copyCoverages(newPolicyID, policy); } } }
private void saveInvoice() { string[] billToValues = null; int clientID = 0; int invoiceID = 0; int InvoiceLineID = 0; Invoice invoice = null; CRM.Data.Entities.LeadPolicy policy = null; InvoiceDetail invoiceDetailLine = null; InvoiceDetail invoiceDetail = null; int nextInvoiceNumber = 0; int policyID = 0; decimal taxAmount = 0; // billToValues = ddlBillTo.SelectedValue.Split(new char[] { '|' }); // get invoice id invoiceID = Convert.ToInt32(ViewState["InvoiceID"].ToString()); clientID = Core.SessionHelper.getClientId(); // current policy being edited policyID = Session["policyID"] == null ? 0 : Convert.ToInt32(Session["policyID"]); //policy = LeadPolicyManager.GetByID(policyID); if (invoiceID == 0) { invoice = new Invoice(); // get id for current lead invoice.ClaimID = Core.SessionHelper.getClaimID(); invoice.IsVoid = false; // assign client //invoice.ClientID = clientID; // hide print button //btnPrint.Visible = false; } else { invoice = InvoiceManager.Get(invoiceID); // show print button //btnPrint.Visible = true; } //invoice.PolicyID = policy.PolicyType; invoice.InvoiceDate = Convert.ToDateTime(txtInvoiceDate.Text); invoice.DueDate = Convert.ToDateTime(txtDueDate.Text); invoice.BillToName = txtBillTo.Text.Trim(); invoice.BillToAddress1 = txtBillToAddress1.Text.Trim(); invoice.BillToAddress2 = txtBillToAddress2.Text.Trim(); invoice.BillToAddress3 = txtBillToAddress3.Text.Trim(); //invoice.AdjusterID = policy.AdjusterID; //invoice.AdjusterInvoiceNumber = txtReferenceNumber.Text.Trim(); try { using (TransactionScope scope = new TransactionScope()) { if (invoiceID == 0) { // assign next invoice number to new invoice nextInvoiceNumber = InvoiceManager.GetNextInvoiceNumber(clientID); invoice.InvoiceNumber = nextInvoiceNumber; } invoiceID = InvoiceManager.Save(invoice); // save newly generated invoice id ViewState["InvoiceID"] = invoiceID.ToString(); // check for add/edit invoice detail line InvoiceLineID = ViewState["InvoiceLineID"] == null ? 0 : Convert.ToInt32(ViewState["InvoiceLineID"]); if (InvoiceLineID > 0) { invoiceDetail = InvoiceDetailManager.Get(InvoiceLineID); } else { invoiceDetail = new InvoiceDetail(); } // get detail line from gridview footer if (invoiceDetail != null) { invoiceDetailLine = getInvoiceDetailLine(); if (invoiceDetailLine.LineDate != null && !string.IsNullOrEmpty(invoiceDetailLine.LineDescription) && invoiceDetailLine.Qty > 0 && invoiceDetailLine.Rate > 0) { // update fields invoiceDetail.InvoiceID = invoiceID; invoiceDetail.InvoiceLineID = InvoiceLineID; invoiceDetail.ServiceTypeID = invoiceDetailLine.ServiceTypeID; invoiceDetail.Comments = invoiceDetailLine.Comments; invoiceDetail.isBillable = invoiceDetailLine.isBillable; invoiceDetail.LineAmount = invoiceDetailLine.LineAmount; invoiceDetail.LineDate = invoiceDetailLine.LineDate; invoiceDetail.LineDescription = invoiceDetailLine.LineDescription; invoiceDetail.Qty = invoiceDetailLine.Qty; invoiceDetail.Rate = invoiceDetailLine.Rate; invoiceDetail.UnitDescription = invoiceDetailLine.UnitDescription; invoiceDetail.Total = invoiceDetailLine.Total; // save invoice detail InvoiceDetailManager.Save(invoiceDetail); // clear ViewState["InvoiceLineID"] = "0"; } } // update invoice total after adding new detail line invoice = InvoiceManager.Get(invoiceID); invoice.TotalAmount = invoice.InvoiceDetail.Where(x => x.isBillable == true).Sum(x => x.LineAmount); taxAmount = (invoice.TotalAmount ?? 0) * (invoice.TaxRate / 100); InvoiceManager.Save(invoice); // update claim diarycomment updateClaimDiary(invoice, invoiceDetail); // complete transaction scope.Complete(); } // refresh invoice detail lines bindInvoiceDetails(invoiceID); // refresh invoice number on UI txtInvoiceNumber.Text = (invoice.InvoiceNumber ?? 0).ToString(); clearFields(); showToolbarButtons(); refreshParentWindow(); } catch (Exception ex) { lblMessage.Text = "Error while saving invoice."; lblMessage.CssClass = "error"; Core.EmailHelper.emailError(ex); } }
private void processClaimData() { Claim claim = null; CRM.Data.Entities.LeadPolicy policy = null; Leads lead = null; DataTable importTable = null; lblMessage.Text = string.Empty; lblMessage.CssClass = string.Empty; // intial phase try { // load file for processing string filepath = Server.MapPath("~//Temp//" + ViewState["fileName"].ToString()); // load csv file into a table importTable = CSVHelper.ReadCSVFile(filepath); // get collection of mapped fields mappedFields = getMappedFields(); } catch (Exception ex) { lblMessage.Text = "Initial phase of failed."; lblMessage.CssClass = "error"; Core.EmailHelper.emailError(ex); return; } // second phase - process each record using (TransactionScope scope = new TransactionScope()) { try { foreach (DataRow dataRow in importTable.Rows) { lead = createLead(dataRow); if (lead == null) { continue; } policy = createPolicy(lead.LeadId, dataRow); claim = createClaim(policy.Id, dataRow); } scope.Complete(); lblMessage.Text = "Import completed successfully."; lblMessage.CssClass = "ok"; } catch (Exception ex) { lblMessage.Text = "Import not completed successfully."; lblMessage.CssClass = "error"; Core.EmailHelper.emailError(ex); } } }
private CRM.Data.Entities.LeadPolicy createPolicy(int leadID, DataRow dataRow) { CRM.Data.Entities.LeadPolicy policy = null; string userFieldName = null; policy = new CRM.Data.Entities.LeadPolicy(); policy.LeadId = leadID; policy.IsActive = true; // Policy Number userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Policy Number"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) policy.PolicyNumber = dataRow[userFieldName].ToString().Trim(); // Policy Form userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Policy Form"); if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null) policy.PolicyFormType = dataRow[userFieldName].ToString().Trim(); LeadPolicyManager.Save(policy); return policy; }
private void setReminder(int leadID, CRM.Data.Entities.LeadPolicy policy, int masterStatusID) { int lastStatusID = 0; double duration = 0; LeadTask task = null; DateTime reminderDate = DateTime.MaxValue; string sdate = null; // return if no change in status int.TryParse(hf_lastStatusID.Value, out lastStatusID); if (lastStatusID == masterStatusID) { return; } // get status with reminder duration StatusMaster statusMaster = StatusManager.GetStatusId(masterStatusID); // return if master status not loaded properly if (statusMaster == null) { return; } // get task associated with policy task = TasksManager.GetPolicyReminderTask(leadID, policy.Id); // master status has no reminder if (statusMaster.ReminderMaster == null) { // delete existing reminder if (task != null) { TasksManager.Delete(task.id); } } else { if (task == null) { // create new reminder as task task = new LeadTask(); task.lead_id = leadID; task.lead_policy_id = policy.Id; task.policy_type = policy.PolicyType; } if (SessionHelper.getClientId() > 0) { task.creator_id = SessionHelper.getClientId(); } // update existing reminder task.master_status_id = masterStatusID; sdate = DateTime.Now.ToShortDateString() + " 5:00:00 AM"; DateTime.TryParse(sdate, out reminderDate); // get duration from status reminder if (statusMaster.ReminderMaster != null) { duration = (double)(statusMaster.ReminderMaster.Duration ?? 0); } if ((int)statusMaster.ReminderMaster.DurationType == 1) { task.start_date = reminderDate.AddHours(duration); } else { task.start_date = reminderDate.AddDays(duration); } task.end_date = task.start_date; task.status_id = 1; task.text = "Alert"; task.isAllDay = true; task.details = statusMaster.StatusName; // +"<div>Ins. Co: " + policy.InsuranceCompanyName + "</div><div>Pol: " + policy.PolicyNumber + "</div>"; task.owner_id = SessionHelper.getUserId(); TasksManager.Save(task); } // refresh tasks on parent page if (statusChanged != null) { statusChanged(this, null); } }
private decimal calculateInvoiceAmount(CRM.Data.Entities.LeadPolicy policy) { string[] applicableStates = null; string claimState = null; CRM.Data.Entities.CarrierInvoiceProfile profile = null; decimal invoiceAmount = 0; decimal netClaimPayable = 0; int profileID = Convert.ToInt32(ddlInvoiceProfile.SelectedValue); profile = CarrierInvoiceProfileManager.GetProfileForInvoicing(profileID, policy.ClaimDesignationID); if (profile != null) { // check applicable state if (!string.IsNullOrEmpty(profile.CoverageArea)) { applicableStates = profile.CoverageArea.Split(new char[] { ',' }); if (policy.Leads != null && policy.Leads.StateId != null && !applicableStates.Contains("all")) { claimState = policy.Leads.StateId.ToString(); if (!applicableStates.Contains(claimState)) { return(0); } } } // determine which amount to use as base to calculate invoice amount if (profile.InvoiceType != null && profile.InvoiceType == 1) { netClaimPayable = (decimal)policy.NetClaimPayable; } else if (profile.InvoiceType != null && profile.InvoiceType == 2) { netClaimPayable = (decimal)policy.GrossLossPayable; } // apply schedule fee if (profile != null && profile.CarrierInvoiceProfileFeeSchedule != null && profile.CarrierInvoiceProfileFeeSchedule.Count() > 0) { foreach (CarrierInvoiceProfileFeeSchedule schedule in profile.CarrierInvoiceProfileFeeSchedule) { if (netClaimPayable >= schedule.RangeAmountFrom && netClaimPayable <= schedule.RangeAmountTo) { if (schedule.FlatFee > 0) { invoiceAmount = schedule.FlatFee; } else if (schedule.MinimumFee > 0) { invoiceAmount = schedule.MinimumFee; } else if (schedule.PercentFee > 0) { invoiceAmount = netClaimPayable * schedule.PercentFee; } } } } // apply pricing provisions if (profile != null && profile.CarrierInvoiceProfileFeeProvision != null && profile.CarrierInvoiceProfileFeeProvision.Count() > 0) { foreach (CarrierInvoiceProfileFeeProvision feeProvision in profile.CarrierInvoiceProfileFeeProvision) { if (feeProvision.ProvisionAmount > 0) { invoiceAmount += feeProvision.ProvisionAmount; } } } } return(invoiceAmount); }
protected void btnSubmit_Click(object sender, EventArgs e) { string assignmentInstructions = null; Carrier carrier = null; bool isSuccess = true; Leads lead = null; string lossPerilDescription = null; CRM.Data.Entities.LeadPolicy policy = collectPolicyDataFromUI(); int policyID = 0; lblMessage.Text = string.Empty; using (TransactionScope scope = new TransactionScope()) { try { // save lead/claim lead = saveLead(); // save carrier carrier = saveCarrier(); // save carrier contact saveContact(carrier.CarrierID); // save policy policy.LeadId = lead.LeadId; if (carrier != null) { policy.CarrierID = carrier.CarrierID; } policyID = LeadPolicyManager.Save(policy); //saveCoverages(policyID); // save assingment instructions in comments if (!string.IsNullOrEmpty(txtAssignmentInstructions.Text)) { assignmentInstructions = "<div><b>Assignment Instructions</b></div><div>" + this.txtAssignmentInstructions.Text.Trim() + "</div>"; saveComments(assignmentInstructions, (int)policy.PolicyType, lead.LeadId); } // save loss Peril Description in comments if (!string.IsNullOrEmpty(this.txtLossPerilDescription.Text)) { lossPerilDescription = "<div><b>Loss/Peril Description</b></div><div>" + this.txtLossPerilDescription.Text.Trim() + "</div>"; saveComments(lossPerilDescription, (int)policy.PolicyType, lead.LeadId); } // save final comments saveComments(txtComments.Text.Trim(), (int)policy.PolicyType, lead.LeadId); uploadFile(fileUpload1, lead.LeadId, txtfileUpload1.Text); uploadFile(fileUpload2, lead.LeadId, txtfileUpload2.Text); uploadFile(fileUpload3, lead.LeadId, txtfileUpload3.Text); uploadFile(fileUpload4, lead.LeadId, txtfileUpload4.Text); uploadFile(fileUpload5, lead.LeadId, txtfileUpload5.Text); // complete transaction and alert user scope.Complete(); //lblMessage.Text = "Data has been submitted successfully."; //lblMessage.CssClass = "ok"; isSuccess = true; } catch (Exception ex) { lblMessage.Text = "Unable to submit data due to error."; lblMessage.CssClass = "error"; isSuccess = false; } // reload page if (isSuccess) { Response.Redirect("~/Protected/Intake/form.aspx"); } } }
protected void btnAgentNewSave_Click(object sender, EventArgs e) { CRM.Data.Entities.LeadPolicy policy = null; Contact contact = null; contact = new Contact(); contact.ClientID = SessionHelper.getClientId(); contact.IsActive = true; contact.Address1 = txtAgentAddress1.Text; contact.Address2 = txtAgentAddress2.Text; contact.CategoryID = (int)Globals.ContactType.Agent; contact.CompanyName = txtAgentEntityName.Text; contact.ContactName = txtAgentFirstName.Text + " " + txtAgentLastName.Text; contact.Email = txtAgentEmail.Text; contact.Fax = txtAgentFax.Text; contact.FirstName = txtAgentFirstName.Text; contact.LastName = txtAgentLastName.Text; contact.Phone = txtAgentPhoneNumber.Text; if (ddlState.SelectedIndex > 0) { contact.StateID = Convert.ToInt32(ddlState.SelectedValue); } if (ddlCity.SelectedIndex > 0) { contact.CityID = Convert.ToInt32(ddlCity.SelectedValue); } if (ddlAgentZip.SelectedIndex > 0) { contact.ZipCodeID = Convert.ToInt32(ddlAgentZip.SelectedValue); } try { using (TransactionScope scope = new TransactionScope()) { contact = ContactManager.Save(contact); policy = LeadPolicyManager.Get(this.policyID); policy.AgentID = contact.ContactID; LeadPolicyManager.Save(policy); scope.Complete(); } showInputFields(false); showLabelField(true); bindAgents(); ddlAgent.SelectedValue = contact.ContactID.ToString(); fillAgentDetails(contact.ContactID); } catch (Exception ex) { Core.EmailHelper.emailError(ex); } }
protected void UploadTemplate2() { // original format designed by Vivek lblSave.Text = string.Empty; lblSave.Visible = false; lblError.Text = string.Empty; lblError.Visible = false; lblMessage.Text = string.Empty; lblMessage.Visible = false; // 2013-02-09 tortega -- Added data validation prior to import. File is not aborted in the event of incorrect data. string str = null; int fileLineNumber = 0; int clientID = Core.SessionHelper.getClientId(); // assume homeowner int policyType = 1; DateTime DateSubmitted = DateTime.Now; DateTime ContractDate = DateTime.Now; string columnValue = null; Mortgagee mortgagee = null; StatusMaster statusMaster = null; string statusName = null; try { if (FileUpload1.HasFile) { string ext = System.IO.Path.GetExtension(FileUpload1.PostedFile.FileName); string ActualFileName = FileUpload1.PostedFile.FileName.Substring(FileUpload1.PostedFile.FileName.LastIndexOf(@"\") + 1); string FileNameWithoutExt = ActualFileName.Replace(ext, ""); if (ext == ".csv") { if (!Directory.Exists(Server.MapPath("~//CSVLoad//"))) { Directory.CreateDirectory(Server.MapPath("~//CSVLoad//")); } FileUpload1.SaveAs(Server.MapPath("~//CSVLoad//" + FileUpload1.FileName)); DataTable table = CSVReader.ReadCSVFile(Server.MapPath("~//CSVLoad//" + FileUpload1.FileName), true); using (TransactionScope scope = new TransactionScope()) { Leads objLead = null; for (int i = 0; i < table.Rows.Count; i++) { fileLineNumber = i; objLead = new Leads(); //objLead.LeadStatus = 1; // active objLead.OriginalLeadDate = DateTime.Now; objLead.TypeOfProperty = 18; //residential objLead.UserId = Convert.ToInt32(Session["UserId"]); try { if (columnExists(table, "Create Date") && table.Rows[i]["Create Date"] != string.Empty) { DateTime.TryParse(table.Rows[i]["Create Date"].ToString(), out DateSubmitted); objLead.DateSubmitted = DateSubmitted; objLead.OriginalLeadDate = DateSubmitted; } if (columnExists(table, "Last Name") && table.Rows[i]["Last Name"] != string.Empty) { str = table.Rows[i]["Last Name"].ToString(); if (str.Length > 50) { objLead.ClaimantLastName = str.Substring(0, 50); objLead.OwnerLastName = objLead.ClaimantLastName; } else { objLead.ClaimantLastName = str; objLead.OwnerLastName = str; } } if (columnExists(table, "First Name") && table.Rows[i]["First Name"] != string.Empty) { str = table.Rows[i]["First Name"].ToString(); if (str.Length > 50) { objLead.ClaimantFirstName = str.Substring(0, 50); objLead.OwnerFirstName = objLead.ClaimantFirstName; } else { objLead.ClaimantFirstName = str; objLead.OwnerFirstName = str; } } if (columnExists(table, "Middle Name") && table.Rows[i]["Middle Name"] != string.Empty) { str = table.Rows[i]["Middle Name"].ToString(); if (str.Length > 50) { objLead.ClaimantMiddleName = str.Substring(0, 50); } else { objLead.ClaimantMiddleName = str; } } if (columnExists(table, "E-mail") && table.Rows[i]["E-mail"] != string.Empty) { str = table.Rows[i]["E-mail"].ToString(); if (str.Length > 100) objLead.EmailAddress = str.Substring(0, 100); else objLead.EmailAddress = str; } if (columnExists(table, "Personal E-mail") && table.Rows[i]["Personal E-mail"] != string.Empty) { str = table.Rows[i]["Personal E-mail"].ToString(); if (str.Length > 100) objLead.SecondaryEmail = str.Substring(0, 100); else objLead.SecondaryEmail = str; } if (columnExists(table, "Mobile Phone") && table.Rows[i]["Mobile Phone"] != string.Empty) { str = table.Rows[i]["Mobile Phone"].ToString(); if (str.Length > 20) objLead.SecondaryPhone = str.Substring(0, 20); else objLead.SecondaryPhone = str; } if (columnExists(table, "Salutation") && table.Rows[i]["Salutation"] != string.Empty) { str = table.Rows[i]["Salutation"].ToString(); if (str.Length > 50) objLead.Salutation = str.Substring(0, 20); else objLead.Salutation = str; } } catch (Exception ex) { lblError.Text = "There Is a problem in data save !!!"; lblError.Visible = true; Core.EmailHelper.emailError(ex); throw new Exception(ex.Message); } string adjusterName = null; int? adjusterID = null; AdjusterMaster adjuster = null; if (columnExists(table, "Adjuster Name") && table.Rows[i]["Adjuster Name"] != string.Empty) adjusterName = table.Rows[i]["Adjuster Name"].ToString(); string adjusterEmail = null; string adjusterFax = null; string AdjusterPhone = null; string AdjusterCo = null; string AdjusterAddress = null; if (columnExists(table, "Adjuster Email") && table.Rows[i]["Adjuster Email"] != string.Empty) adjusterEmail = table.Rows[i]["Adjuster Email"].ToString(); if (columnExists(table, "Adjuster Fax") && table.Rows[i]["Adjuster Fax"] != string.Empty) adjusterFax = table.Rows[i]["Adjuster Fax"].ToString(); if (columnExists(table, "Adjuster Phone") && table.Rows[i]["Adjuster Phone"] != string.Empty) AdjusterPhone = table.Rows[i]["Adjuster Phone"].ToString(); if (columnExists(table, "Adjuster Co") && table.Rows[i]["Adjuster Co"] != string.Empty) AdjusterCo = table.Rows[i]["Adjuster Co"].ToString(); if (columnExists(table, "Adj Address") && table.Rows[i]["Adj Address"] != string.Empty) AdjusterAddress = table.Rows[i]["Adj Address"].ToString(); if (!string.IsNullOrEmpty(adjusterName)) { adjuster = AdjusterManager.GetByAdjusterName(adjusterName.Trim()); if (adjuster.AdjusterId == 0) { // add adjuster adjuster = new AdjusterMaster(); adjuster.Status = true; adjuster.AdjusterName = adjusterName.Trim(); adjuster.ClientId = clientID; adjuster.InsertBy = objLead.UserId; adjuster.InsertDate = DateTime.Now; adjuster.isEmailNotification = true; adjuster.email = adjusterEmail; adjuster.Address1 = AdjusterAddress; adjuster.PhoneNumber = AdjusterPhone; adjuster.FaxNumber = adjusterFax; adjuster.CompanyName = AdjusterCo; adjuster = AdjusterManager.Save(adjuster); } adjusterID = adjuster.AdjusterId; } if (columnExists(table, "ExaminerName") && table.Rows[i]["ExaminerName"] != string.Empty) { InspectorMaster inspector = InspectorManager.GetByName(table.Rows[i]["ExaminerName"].ToString()); if (inspector.InspectorId > 0) { objLead.InspectorName = inspector.InspectorId; } } //if (columnExists(table, "Loss Location") && table.Rows[i]["Loss Location"] != string.Empty) // objLead.LossLocation = table.Rows[i]["Loss Location"].ToString(); //if (columnExists(table, "Date of Loss") && table.Rows[i]["Date of Loss"] != string.Empty) { // DateTime lossDate = DateTime.MinValue; // if (DateTime.TryParse(table.Rows[i]["Date of Loss"].ToString(), out lossDate)) // objLead.LossDate = lossDate; //} if (columnExists(table, "Contract Signed Date") && table.Rows[i]["Contract Signed Date"] != string.Empty) objLead.ContractDate = Convert.ToDateTime(table.Rows[i]["Contract Signed Date"].ToString()); if (columnExists(table, "Address 1") && table.Rows[i]["Address 1"] != string.Empty) { str = table.Rows[i]["Address 1"].ToString(); if (str.Length > 100) objLead.MailingAddress = str.Substring(0, 99); else objLead.LossAddress = str.ToString(); } try { if (columnExists(table, "City") && table.Rows[i]["City"] != string.Empty) objLead.MailingCity = table.Rows[i]["City"].ToString(); if (columnExists(table, "State") && table.Rows[i]["State"] != string.Empty) objLead.MailingState = table.Rows[i]["State"].ToString(); if (columnExists(table, "ZIP Code") && table.Rows[i]["ZIP Code"] != string.Empty) objLead.MailingZip = table.Rows[i]["ZIP Code"].ToString(); if (columnExists(table, "Business Name") && table.Rows[i]["Business Name"] != string.Empty) objLead.BusinessName = table.Rows[i]["Business Name"].ToString(); if (columnExists(table, "Adjuster Name") && table.Rows[i]["Adjuster Name"] != string.Empty) adjusterName = table.Rows[i]["Adjuster Name"].ToString(); if (columnExists(table, "Phone") && table.Rows[i]["Phone"] != string.Empty) { str = table.Rows[i]["Phone"].ToString(); if (str.Length > 20) objLead.PhoneNumber = str.Substring(0, 20); else objLead.PhoneNumber = str.ToString(); } if (columnExists(table, "Loss Address") && table.Rows[i]["Loss Address"] != string.Empty) { str = table.Rows[i]["Loss Address"].ToString(); if (str.Length > 100) objLead.LossAddress = str.Substring(0, 99); else objLead.LossAddress = str.ToString(); } if (columnExists(table, "Loss City") && table.Rows[i]["Loss City"] != string.Empty) objLead.CityName = table.Rows[i]["Loss City"].ToString(); if (columnExists(table, "Loss State") && table.Rows[i]["Loss State"] != string.Empty) objLead.StateName = table.Rows[i]["Loss State"].ToString(); if (columnExists(table, "Loss Zip Code") && table.Rows[i]["Loss Zip Code"] != string.Empty) { str = table.Rows[i]["Loss Zip Code"].ToString(); if (str.Length < 5) str = "0" + str; objLead.Zip = str; } if (columnExists(table, "Fax") && table.Rows[i]["Fax"] != string.Empty) { str = table.Rows[i]["Fax"].ToString(); if (str.Length > 20) objLead.SecondaryPhone = str.Substring(0, 20); else objLead.SecondaryPhone = str.ToString(); } if (columnExists(table, "File Status") && table.Rows[i]["File Status"] != string.Empty) { statusName = table.Rows[i]["File Status"].ToString(); statusMaster = StatusManager.GetByStatusName(statusName); if (statusMaster.StatusId == 0) { statusMaster = new StatusMaster(); statusMaster.clientID = clientID; statusMaster.InsertBy = objLead.UserId; statusMaster.InsertDate = DateTime.Now; statusMaster.isCountable = true; statusMaster.Status = true; statusMaster.StatusName = statusName; statusMaster = StatusManager.Save(statusMaster); } } } catch (Exception ex) { lblError.Text = "There Is a problem in data save !!!"; lblError.Visible = true; Core.EmailHelper.emailError(ex); throw new Exception(ex.Message); } if (columnExists(table, "Peril") && !string.IsNullOrEmpty(table.Rows[i]["Peril"].ToString())) { var id = TypeofDamageManager.getbyTypeOfDamage(table.Rows[i]["Peril"].ToString()); if (id.TypeOfDamageId > 0) objLead.TypeOfDamage = id.TypeOfDamageId.ToString() + ","; //string dmgid = string.Empty; //string[] dmg = table.Rows[i]["Type of Damage"].ToString().Split(','); //for (int d = 0; d < dmg.Length; d++) { // string dmgtext = dmg[d]; // var dmgdata = TypeofDamageManager.getbyTypeOfDamage(dmgtext); // if (dmgdata != null && dmgdata.TypeOfDamage != null && dmgdata.TypeOfDamage.ToString() != string.Empty) { // dmgid += dmgdata.TypeOfDamageId + ","; // } // else { // TypeOfDamageMaster objdmg = new TypeOfDamageMaster(); // objdmg.TypeOfDamage = dmgtext.Length > 100 ? dmgtext.Substring(0, 100) : dmgtext; // objdmg.Status = true; // TypeOfDamageMaster sv = TypeofDamageManager.Save(objdmg); // dmgid += sv.TypeOfDamageId + ","; // } //} //objLead.TypeOfDamage = dmgid; str = table.Rows[i]["Peril"].ToString(); if (str.Length > 250) objLead.TypeofDamageText = str.Substring(0, 250).Replace("/", ","); else objLead.TypeofDamageText = str.Replace("/", ","); } objLead.Status = 1; // 2013-08-29 tortega if (clientID > 0) objLead.ClientID = clientID; Leads newLead = LeadsManager.Save(objLead); int policyTypeID = 1; if (newLead != null) { // add policy CRM.Data.Entities.LeadPolicy policy = new CRM.Data.Entities.LeadPolicy(); if (columnExists(table, "PolicyType") && table.Rows[i]["PolicyType"] != string.Empty) { policyTypeID = getPolicyType(table.Rows[i]["PolicyType"].ToString()); } policy.PolicyType = policyTypeID; policy.LeadId = newLead.LeadId; policy.IsActive = true; policy.isAllDocumentUploaded = false; if (adjusterID != null) policy.AdjusterID = adjusterID; if (columnExists(table, "LoanID") && table.Rows[i]["LoanID"] != string.Empty) { str = table.Rows[i]["LoanID"].ToString(); if (str.Length > 50) policy.LoanNumber = str.Substring(0, 50); else policy.LoanNumber = str; } if (columnExists(table, "DateOfEvaluation") && table.Rows[i]["DateOfEvaluation"] != string.Empty) { DateTime SiteSurveyDate = DateTime.MinValue; if (DateTime.TryParse(table.Rows[i]["DateOfEvaluation"].ToString(), out SiteSurveyDate)) policy.SiteSurveyDate = SiteSurveyDate; } if (columnExists(table, "Mortgagee") && table.Rows[i]["Mortgagee"] != string.Empty) { int id = getMortgageeID(table.Rows[i]["Mortgagee"].ToString(), clientID); if (id > 0) policy.MortgageeID = id; else { mortgagee = new Mortgagee(); mortgagee.ClientID = clientID; mortgagee.Status = true; mortgagee.MortageeName = table.Rows[i]["Mortgagee"].ToString(); mortgagee = MortgageeManager.Save(mortgagee); if (mortgagee.MortgageeID > 0) policy.MortgageeID = mortgagee.MortgageeID; } } if (columnExists(table, "Loss Location") && table.Rows[i]["Loss Location"] != string.Empty) policy.LossLocation = table.Rows[i]["Loss Location"].ToString(); if (columnExists(table, "Date of Loss") && table.Rows[i]["Date of Loss"] != string.Empty) { DateTime lossDate = DateTime.MinValue; if (DateTime.TryParse(table.Rows[i]["Date of Loss"].ToString(), out lossDate)) policy.LossDate = lossDate; } if (columnExists(table, "Policy Period") && table.Rows[i]["Policy Period"] != string.Empty) policy.PolicyPeriod = table.Rows[i]["Policy Period"].ToString(); string PolicyExpirationDate = null; if (columnExists(table, "PolicyExpirationDate") && table.Rows[i]["PolicyExpirationDate"] != string.Empty) PolicyExpirationDate = table.Rows[i]["PolicyExpirationDate"].ToString(); string effectiveDate = null; if (columnExists(table, "PolicyEffectiveDate") && table.Rows[i]["PolicyEffectiveDate"] != string.Empty) effectiveDate = table.Rows[i]["PolicyEffectiveDate"].ToString(); str = string.Format("{0} - {1}", effectiveDate ?? "N/A", PolicyExpirationDate ?? "N/A"); if (str.Length > 50) policy.PolicyPeriod = str.Substring(0, 50); else policy.PolicyPeriod = str; if (columnExists(table, "Claim Number") && table.Rows[i]["Claim Number"] != string.Empty) { str = table.Rows[i]["Claim Number"].ToString(); if (str.Length > 50) policy.ClaimNumber = str.Substring(0, 50); else policy.ClaimNumber = str; } if (columnExists(table, "Policy Number") && table.Rows[i]["Policy Number"] != string.Empty) { str = table.Rows[i]["Policy Number"].ToString(); if (str.Length > 100) policy.PolicyNumber = str.Substring(0, 100); else policy.PolicyNumber = str; } if (columnExists(table, "File Number") && table.Rows[i]["File Number"] != string.Empty) { str = table.Rows[i]["File Number"].ToString(); if (str.Length > 20) policy.InsurerFileNo = str.Substring(0, 20); else policy.InsurerFileNo = str; } if (statusMaster != null) policy.LeadStatus = statusMaster.StatusId; if (columnExists(table, "Ins Carrier") && table.Rows[i]["Ins Carrier"] != string.Empty) { str = table.Rows[i]["Ins Carrier"].ToString(); if (str.Length > 50) policy.InsuranceCompanyName = str.Substring(0, 50); else policy.InsuranceCompanyName = str; } if (columnExists(table, "Ins Co Address") && table.Rows[i]["Ins Co Address"] != string.Empty) { str = table.Rows[i]["Ins Co Address"].ToString(); if (str.Length > 50) policy.InsuranceAddress = str.Substring(0, 50); else policy.InsuranceAddress = str; } if (columnExists(table, "Ins Co City") && table.Rows[i]["Ins Co City"] != string.Empty) { string cityName = table.Rows[i]["Ins Co City"].ToString(); CityMaster cityMaster = City.GetByCityName(cityName); if (cityMaster != null && cityMaster.CityId > 0) policy.InsuranceCity = cityMaster.CityId; } if (columnExists(table, "Ins Co State") && table.Rows[i]["Ins Co State"] != string.Empty) { string stateName = table.Rows[i]["Ins Co State"].ToString(); StateMaster stateMaster = State.Getstateid(stateName); if (stateMaster != null && stateMaster.StateId > 0) policy.InsuranceState = stateMaster.StateId; } if (columnExists(table, "Ins Co Zip") && table.Rows[i]["Ins Co Zip"] != string.Empty) { string zipCode = table.Rows[i]["Ins Co Zip"].ToString(); ZipCodeMaster zipMaster = ZipCode.GetByZipCode(zipCode); if (zipMaster != null && zipMaster.ZipCodeID > 0) policy.InsuranceZipCode = zipMaster.ZipCodeID.ToString(); } LeadPolicyManager.Save(policy); // add policy comments if (columnExists(table, "Notes") && table.Rows[i]["Notes"] != string.Empty) { char[] splitTokens = { '\n' }; string[] lines = table.Rows[i]["Notes"].ToString().Split(splitTokens, StringSplitOptions.RemoveEmptyEntries); if (lines != null && lines.Length > 0) foreach (string line in lines) { string[] datetimeValues = line.Split(new char[] { ' ' }); if (datetimeValues.Length > 3) { string datetime = string.Format("{0} {1} {2}", datetimeValues[0] ?? "", datetimeValues[1] ?? "", datetimeValues[2] ?? ""); DateTime commentInsertDate = DateTime.Now; if (DateTime.TryParse(datetime, out commentInsertDate)) AddComments(newLead.LeadId, policyTypeID, line, commentInsertDate); else AddComments(newLead.LeadId, policyTypeID, line); } else AddComments(newLead.LeadId, policyTypeID, line); } //AddComments(newLead.LeadId, policyTypeID, table.Rows[i]["Notes"].ToString().Replace("\n","<br/>"); } if (columnExists(table, "Certified Mail Number") && table.Rows[i]["Certified Mail Number"] != string.Empty) AddComments(newLead.LeadId, policyTypeID, "Certified Mail Number: " + table.Rows[i]["Certified Mail Number"].ToString()); //if (columnExists(table, "Contract Signed Date") && table.Rows[i]["Contract Signed Date"] != string.Empty) // AddComments(newLead.LeadId, policyTypeID, "Contract Signed Date: " + table.Rows[i]["Contract Signed Date"].ToString()); if (columnExists(table, "Last E-mail") && table.Rows[i]["Last E-mail"] != string.Empty) AddComments(newLead.LeadId, policyTypeID, "Last E-mail Date: " + table.Rows[i]["Last E-mail"].ToString()); if (columnExists(table, "Last Meeting") && table.Rows[i]["Last Meeting"] != string.Empty) AddComments(newLead.LeadId, policyTypeID, "Last Meeting Date: " + table.Rows[i]["Last Meeting"].ToString()); if (columnExists(table, "Letter Date") && table.Rows[i]["Letter Date"] != string.Empty) AddComments(newLead.LeadId, policyTypeID, "Letter Date: " + table.Rows[i]["Letter Date"].ToString()); } } //for (int i = 0; i < table.Rows.Count; i++) { scope.Complete(); } string rootFolderPath = Server.MapPath("~//CSVLoad//"); string filesToDelete = FileUpload1.FileName; string[] fileList = System.IO.Directory.GetFiles(rootFolderPath, filesToDelete); foreach (string file in fileList) { System.IO.File.Delete(file); } lblSave.Text = "Data Saved Successfully !!!"; lblSave.Visible = true; } } } catch (Exception ex) { lblError.Text = "There Is a problem in data save !!!"; lblError.Visible = true; } }
protected void UploadTemplate1() { // original format designed by Vivek int adjusterID = 0; lblSave.Text = string.Empty; lblSave.Visible = false; lblError.Text = string.Empty; lblError.Visible = false; lblMessage.Text = string.Empty; lblMessage.Visible = false; // 2013-02-09 tortega -- Added data validation prior to import. File is not aborted in the event of incorrect data. string str = null; int clientID = Core.SessionHelper.getClientId(); // assume homeowner int policyType = 1; DateTime DateSubmitted = DateTime.Now; try { if (FileUpload1.HasFile) { string ext = System.IO.Path.GetExtension(FileUpload1.PostedFile.FileName); string ActualFileName = FileUpload1.PostedFile.FileName.Substring(FileUpload1.PostedFile.FileName.LastIndexOf(@"\") + 1); string FileNameWithoutExt = ActualFileName.Replace(ext, ""); if (ext == ".csv") { if (!Directory.Exists(Server.MapPath("~//CSVLoad//"))) { Directory.CreateDirectory(Server.MapPath("~//CSVLoad//")); } FileUpload1.SaveAs(Server.MapPath("~//CSVLoad//" + FileUpload1.FileName)); DataTable table = CSVReader.ReadCSVFile(Server.MapPath("~//CSVLoad//" + FileUpload1.FileName), true); using (TransactionScope scope = new TransactionScope()) { Leads objLead = null; for (int i = 0; i < table.Rows.Count; i++) { objLead = new Leads(); objLead.OriginalLeadDate = DateTime.Now; objLead.UserId = Convert.ToInt32(Session["UserId"]); if (table.Rows[i]["DateSubmitted"] != string.Empty) { DateTime.TryParse(table.Rows[i]["DateSubmitted"].ToString(), out DateSubmitted); objLead.DateSubmitted = DateSubmitted; } str = table.Rows[i]["LFUUID"].ToString(); if (str.Length > 50) objLead.LFUUID = table.Rows[i]["LFUUID"].ToString().Substring(0, 50); else objLead.LFUUID = table.Rows[i]["LFUUID"].ToString(); if (table.Rows[i]["Original Lead Date"] != string.Empty) { objLead.OriginalLeadDate = Convert.ToDateTime(table.Rows[i]["Original Lead Date"]); } if (table.Rows[i]["Last Name"] != string.Empty) { str = table.Rows[i]["Last Name"].ToString(); if (str.Length > 50) objLead.ClaimantLastName = table.Rows[i]["Last Name"].ToString().Substring(0, 50); else objLead.ClaimantLastName = table.Rows[i]["Last Name"].ToString(); } if (table.Rows[i]["First Name"] != string.Empty) { str = table.Rows[i]["First Name"].ToString(); if (str.Length > 50) objLead.ClaimantFirstName = table.Rows[i]["First Name"].ToString().Substring(0, 50); else objLead.ClaimantFirstName = table.Rows[i]["First Name"].ToString(); } if (table.Rows[i]["Email Address"] != string.Empty) { str = table.Rows[i]["Email Address"].ToString(); if (str.Length > 100) objLead.EmailAddress = str.Substring(0, 100); else objLead.EmailAddress = str; } if (table.Rows[i]["Secondary Email"] != string.Empty) { str = table.Rows[i]["Secondary Email"].ToString(); if (str.Length > 100) objLead.SecondaryEmail = str.Substring(0, 100); else objLead.SecondaryEmail = str; } if (table.Rows[i]["Adjuster"] != string.Empty) { string adjusterName = table.Rows[i]["Adjuster"].ToString(); AdjusterMaster adjuster = null; if (!string.IsNullOrEmpty(adjusterName)) { adjuster = AdjusterManager.GetByAdjusterName(adjusterName.Trim()); if (adjuster.AdjusterId == 0) { // add adjuster adjuster = new AdjusterMaster(); adjuster.Status = true; adjuster.AdjusterName = adjusterName.Trim(); adjuster.ClientId = clientID; adjuster.InsertBy = objLead.UserId; adjuster.InsertDate = DateTime.Now; adjuster.isEmailNotification = true; adjuster = AdjusterManager.Save(adjuster); } adjusterID = adjuster.AdjusterId; } } if (table.Rows[i]["Lead Source"] != string.Empty) { string sourceName = table.Rows[i]["Lead Source"].ToString(); var id = LeadSourceManager.GetByLeadSourceName(sourceName); if (id.LeadSourceId > 0) objLead.LeadSource = id.LeadSourceId; else { // add source LeadSourceMaster leadSource = new LeadSourceMaster(); if (clientID > 0) leadSource.ClientId = clientID; leadSource.InsertBy = Core.SessionHelper.getUserId(); leadSource.InsertDate = DateTime.Now; leadSource.LeadSourceName = sourceName.Length > 100 ? sourceName.Substring(0, 100) : sourceName; leadSource.Status = true; LeadSourceMaster newLeadSource = LeadSourceManager.Save(leadSource); objLead.LeadSource = newLeadSource.LeadSourceId; } } if (table.Rows[i]["Primary Producer"] != string.Empty) { var id = ProducerManager.GetByProducerName(table.Rows[i]["Primary Producer"].ToString()); if (id != null && id.ProducerId > 0) objLead.PrimaryProducerId = id.ProducerId; else { ProducerMaster producer = AddProducer(objLead, table.Rows[i]["Primary Producer"].ToString()); objLead.PrimaryProducerId = producer.ProducerId; } } if (table.Rows[i]["Secondary Producer"] != string.Empty) { var id = SecondaryProducerManager.GetBySecondaryProducerName(table.Rows[i]["Secondary Producer"].ToString()); if (id != null && id.SecondaryProduceId > 0) objLead.SecondaryProducerId = id.SecondaryProduceId; else { ProducerMaster producer = AddProducer(objLead, table.Rows[i]["Secondary Producer"].ToString()); objLead.SecondaryProducerId = producer.ProducerId; } } if (table.Rows[i]["Inspector Name"] != string.Empty) { var id = InspectorManager.GetByName(table.Rows[i]["Inspector Name"].ToString()); if (id != null && id.InspectorId > 0) objLead.InspectorName = id.InspectorId; else { InspectorMaster inspector = AddInspector(objLead, table.Rows[i]["Inspector Name"].ToString()); objLead.InspectorName = inspector.InspectorId; } } if (table.Rows[i]["Inspector Cell"] != string.Empty) { str = table.Rows[i]["Inspector Cell"].ToString(); if (str.Length > 20) str = objLead.InspectorCell = table.Rows[i]["Inspector Cell"].ToString().Substring(0, 20); else objLead.InspectorCell = table.Rows[i]["Inspector Cell"].ToString(); } if (table.Rows[i]["Inspector Email"] != string.Empty) { str = table.Rows[i]["Inspector Email"].ToString(); ; if (str.Length > 100) objLead.InspectorEmail = table.Rows[i]["Inspector Email"].ToString().Substring(0, 100); else objLead.InspectorEmail = table.Rows[i]["Inspector Email"].ToString(); } if (table.Rows[i]["Phone Number"] != string.Empty) { str = table.Rows[i]["Phone Number"].ToString(); if (str.Length > 20) objLead.PhoneNumber = table.Rows[i]["Phone Number"].ToString().Substring(0, 20); else objLead.PhoneNumber = table.Rows[i]["Phone Number"].ToString(); } if (table.Rows[i]["Secondary Phone"] != string.Empty) { str = table.Rows[i]["Secondary Phone"].ToString(); if (str.Length > 20) objLead.SecondaryPhone = str.Substring(0, 20); else objLead.SecondaryPhone = str; } //if (table.Rows[i]["Webform Source"] != string.Empty) { // //objLead.WebformSource = table.Rows[i]["Webform Source"].ToString(); // var id = WebFormSourceManager.GetByName(table.Rows[i]["Webform Source"].ToString()); // if (id != null && id.WebformSourceId > 0) // objLead.WebformSource = id.WebformSourceId; //} if (!string.IsNullOrEmpty(table.Rows[i]["Type of Damage"].ToString())) { //objLead.TypeOfDamage = table.Rows[i]["Type of Damage"].ToString(); var id = TypeofDamageManager.getbyTypeOfDamage(table.Rows[i]["Type of Damage"].ToString()); objLead.TypeOfDamage = id.TypeOfDamage; //string dmgid = string.Empty; //string[] dmg = table.Rows[i]["Type of Damage"].ToString().Split(','); //for (int d = 0; d < dmg.Length; d++) { // string dmgtext = dmg[d]; // var dmgdata = TypeofDamageManager.getbyTypeOfDamage(dmgtext); // if (dmgdata != null && dmgdata.TypeOfDamage != null && dmgdata.TypeOfDamage.ToString() != string.Empty) { // dmgid += dmgdata.TypeOfDamageId + ","; // } // else { // TypeOfDamageMaster objdmg = new TypeOfDamageMaster(); // objdmg.TypeOfDamage = dmgtext.Length > 100 ? dmgtext.Substring(0, 100) : dmgtext; // objdmg.Status = true; // TypeOfDamageMaster sv = TypeofDamageManager.Save(objdmg); // dmgid += sv.TypeOfDamageId + ","; // } //} //objLead.TypeOfDamage = dmgid; str = table.Rows[i]["Type of Damage"].ToString(); if (str.Length > 250) objLead.TypeofDamageText = table.Rows[i]["Type of Damage"].ToString().Substring(0, 250); else objLead.TypeofDamageText = table.Rows[i]["Type of Damage"].ToString(); //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 (!string.IsNullOrEmpty(table.Rows[i]["Type of Property"].ToString())) { var id = PropertyTypeManager.GetByPropertyName(table.Rows[i]["Type of Property"].ToString()); if (id != null && id.TypeOfPropertyId > 0) { objLead.TypeOfProperty = id.TypeOfPropertyId; if (id.TypeOfProperty.Contains("Home")) policyType = 1; if (id.TypeOfProperty.Contains("Commercial")) policyType = 2; if (id.TypeOfProperty.Contains("Flood")) policyType = 3; if (id.TypeOfProperty.Contains("Earthquake")) policyType = 4; } } if (table.Rows[i]["Market Value"] != string.Empty) { decimal MarketValue = 0; decimal.TryParse(table.Rows[i]["Market Value"].ToString(), out MarketValue); objLead.MarketValue = MarketValue; //Convert.ToDecimal(table.Rows[i]["Market Value"]); } if (table.Rows[i]["Loss Address"] != string.Empty) { str = table.Rows[i]["Loss Address"].ToString(); if (str.Length > 100) objLead.LossAddress = str.Substring(0, 100); else objLead.LossAddress = str; } if (table.Rows[i]["City"] != string.Empty) objLead.CityName = table.Rows[i]["City"].ToString(); if (table.Rows[i]["State"] != string.Empty) objLead.StateName = table.Rows[i]["State"].ToString(); if (table.Rows[i]["Zip"] != string.Empty) objLead.Zip = table.Rows[i]["Zip"].ToString(); if (table.Rows[i]["Property Damage Estimate"] != string.Empty) { decimal PropertyDamageEstimate = 0; decimal.TryParse(table.Rows[i]["Property Damage Estimate"].ToString(), out PropertyDamageEstimate); objLead.PropertyDamageEstimate = PropertyDamageEstimate;// Convert.ToDecimal(table.Rows[i]["Property Damage Estimate"]); } //if (table.Rows[i]["Habitable"] != string.Empty) { // //objLead.Habitable = table.Rows[i]["Habitable"].ToString(); // var id = HabitableManager.GetbyHabitable(table.Rows[i]["Habitable"].ToString()); // if (id != null && id.HabitableId > 0) // objLead.Habitable = id.HabitableId; //} //if (table.Rows[i]["Wind Policy"] != string.Empty) { // //objLead.WindPolicy = table.Rows[i]["Wind Policy"].ToString(); // //var id = WindPolicyManager.getbyWindPolicy(table.Rows[i]["Habitable"].ToString()); // var id = WindPolicyManager.getbyWindPolicy(table.Rows[i]["Wind Policy"].ToString()); // if (id != null && id.WindPolicyId > 0) // objLead.WindPolicy = id.WindPolicyId; //} //if (table.Rows[i]["Flood Policy"] != string.Empty) { // //objLead.FloodPolicy = table.Rows[i]["Flood Policy"].ToString(); // var id = FloodPolicyManager.GetByFloodPolicy(table.Rows[i]["Flood Policy"].ToString()); // if (id != null && id.FloodPolicyId > 0) // objLead.FloodPolicy = id.FloodPolicyId; //} if (table.Rows[i]["Owner First Name"] != string.Empty) if (table.Rows[i]["Owner First Name"].ToString().Length > 50) objLead.OwnerFirstName = table.Rows[i]["Owner First Name"].ToString().Substring(0, 50); else objLead.OwnerFirstName = table.Rows[i]["Owner First Name"].ToString(); if (table.Rows[i]["Owner Last Name"] != string.Empty) { str = table.Rows[i]["Owner Last Name"].ToString(); objLead.OwnerLastName = str.Length > 50 ? str.Substring(0, 50) : str; } if (table.Rows[i]["Owner Phone Number"] != string.Empty) { str = table.Rows[i]["Owner Phone Number"].ToString(); objLead.OwnerPhone = str.Length > 15 ? str.Substring(0, 15) : str; } if (table.Rows[i]["Last Contact Date"] != string.Empty) objLead.LastContactDate = Convert.ToDateTime(table.Rows[i]["Last Contact Date"].ToString()); if (table.Rows[i]["Personal Referral"] != string.Empty) { str = table.Rows[i]["Personal Referral"].ToString(); objLead.HearAboutUsDetail = str.Length > 250 ? str.Substring(0, 250) : str; } StatusMaster statusMaster = null; if (table.Rows[i]["Status"] != string.Empty) { string statusName = table.Rows[i]["Status"].ToString(); statusName = statusName.Length > 100 ? statusName.Substring(0, 100) : statusName; statusMaster = StatusManager.GetByStatusName(statusName); if (statusMaster.StatusId == 0) { statusMaster = new StatusMaster(); statusMaster.clientID = clientID; statusMaster.InsertBy = objLead.UserId; statusMaster.InsertDate = DateTime.Now; statusMaster.isCountable = true; statusMaster.isCountAsOpen = true; statusMaster.Status = true; statusMaster.StatusName = statusName; statusMaster = StatusManager.Save(statusMaster); } } objLead.Status = 1; objLead.InsertBy = objLead.UserId; // 2013-08-29 tortega if (clientID > 0) objLead.ClientID = clientID; Leads newLead = LeadsManager.Save(objLead); if (newLead != null) { LeadComment objLeadComment = null; // add policy CRM.Data.Entities.LeadPolicy policy = new CRM.Data.Entities.LeadPolicy(); policy.PolicyType = 1; policy.LeadId = newLead.LeadId; policy.IsActive = true; policy.isAllDocumentUploaded = false; if (statusMaster != null) policy.LeadStatus = statusMaster.StatusId; if (adjusterID > 0) policy.AdjusterID = adjusterID; if (table.Rows[i]["Claims Number"] != string.Empty) policy.ClaimNumber = table.Rows[i]["Claims Number"].ToString(); if (table.Rows[i]["Site Survey Date"] != string.Empty) policy.SiteSurveyDate = Convert.ToDateTime(table.Rows[i]["Site Survey Date"].ToString()); LeadPolicyManager.Save(policy); if (!string.IsNullOrEmpty(table.Rows[i]["Reported to Insurer"].ToString())) { objLeadComment = new LeadComment(); int LeadID = objLead.LeadId; objLeadComment.LeadId = LeadID; objLeadComment.UserId = objLead.UserId; objLeadComment.Status = 1; // 2013-08-29 tortega objLeadComment.PolicyType = policyType; str = table.Rows[i]["Reported to Insurer"].ToString(); if (str.Length > 8000) objLeadComment.CommentText = "Reported to Insurer " + str.Substring(0, 8000); else objLeadComment.CommentText = "Reported to Insurer " + str; LeadComment objld = LeadCommentManager.Save(objLeadComment); } if (!string.IsNullOrEmpty(table.Rows[i]["Claimant Comments"].ToString())) { objLeadComment = new LeadComment(); int LeadID = objLead.LeadId; objLeadComment.LeadId = LeadID; objLeadComment.UserId = objLead.UserId; objLeadComment.Status = 1; // 2013-08-29 tortega objLeadComment.PolicyType = policyType; str = table.Rows[i]["Claimant Comments"].ToString(); if (str.Length > 8000) objLeadComment.CommentText = str.Substring(0, 8000); else objLeadComment.CommentText = str; LeadComment objld = LeadCommentManager.Save(objLeadComment); } } } //for (int i = 0; i < table.Rows.Count; i++) { scope.Complete(); } string rootFolderPath = Server.MapPath("~//CSVLoad//"); string filesToDelete = FileUpload1.FileName; string[] fileList = System.IO.Directory.GetFiles(rootFolderPath, filesToDelete); foreach (string file in fileList) { System.IO.File.Delete(file); } lblSave.Text = "Data Saved Successfully !!!"; lblSave.Visible = true; } } } catch (Exception ex) { lblError.Text = "There Is a problem in data save !!!"; lblError.Visible = true; Core.EmailHelper.emailError(ex); } }
protected void UploadTemplate2_bak() { // original format designed by Vivek lblSave.Text = string.Empty; lblSave.Visible = false; lblError.Text = string.Empty; lblError.Visible = false; lblMessage.Text = string.Empty; lblMessage.Visible = false; // 2013-02-09 tortega -- Added data validation prior to import. File is not aborted in the event of incorrect data. string str = null; int clientID = Core.SessionHelper.getClientId(); // assume homeowner int policyType = 1; DateTime DateSubmitted = DateTime.Now; try { if (FileUpload1.HasFile) { string ext = System.IO.Path.GetExtension(FileUpload1.PostedFile.FileName); string ActualFileName = FileUpload1.PostedFile.FileName.Substring(FileUpload1.PostedFile.FileName.LastIndexOf(@"\") + 1); string FileNameWithoutExt = ActualFileName.Replace(ext, ""); if (ext == ".csv") { if (!Directory.Exists(Server.MapPath("~//CSVLoad//"))) { Directory.CreateDirectory(Server.MapPath("~//CSVLoad//")); } FileUpload1.SaveAs(Server.MapPath("~//CSVLoad//" + FileUpload1.FileName)); DataTable table = CSVReader.ReadCSVFile(Server.MapPath("~//CSVLoad//" + FileUpload1.FileName), true); using (TransactionScope scope = new TransactionScope()) { Leads objLead = null; for (int i = 0; i < table.Rows.Count; i++) { objLead = new Leads(); //objLead.LeadStatus = 1; // active objLead.OriginalLeadDate = DateTime.Now; objLead.TypeOfProperty = 18; //residential objLead.UserId = Convert.ToInt32(Session["UserId"]); if (table.Rows[i]["Create Date"] != string.Empty) { DateTime.TryParse(table.Rows[i]["Create Date"].ToString(), out DateSubmitted); objLead.DateSubmitted = DateSubmitted; objLead.OriginalLeadDate = DateSubmitted; } if (table.Rows[i]["Last Name"] != string.Empty) { str = table.Rows[i]["Last Name"].ToString(); if (str.Length > 50) { objLead.ClaimantLastName = str.Substring(0, 50); objLead.OwnerLastName = objLead.ClaimantLastName; } else { objLead.ClaimantLastName = str; objLead.OwnerLastName = str; } } if (table.Rows[i]["First Name"] != string.Empty) { str = table.Rows[i]["First Name"].ToString(); if (str.Length > 50) { objLead.ClaimantFirstName = str.Substring(0, 50); objLead.OwnerFirstName = objLead.ClaimantFirstName; } else { objLead.ClaimantFirstName = str; objLead.OwnerFirstName = str; } } if (table.Rows[i]["Middle Name"] != string.Empty) { str = table.Rows[i]["Middle Name"].ToString(); if (str.Length > 50) { objLead.ClaimantMiddleName = str.Substring(0, 50); } else { objLead.ClaimantMiddleName = str; } } if (table.Rows[i]["E-mail"] != string.Empty) { str = table.Rows[i]["E-mail"].ToString(); if (str.Length > 100) objLead.EmailAddress = str.Substring(0, 100); else objLead.EmailAddress = str; } if (table.Rows[i]["Personal E-mail"] != string.Empty) { str = table.Rows[i]["Personal E-mail"].ToString(); if (str.Length > 100) objLead.SecondaryEmail = str.Substring(0, 100); else objLead.SecondaryEmail = str; } if (table.Rows[i]["Mobile Phone"] != string.Empty) { str = table.Rows[i]["Mobile Phone"].ToString(); if (str.Length > 20) objLead.SecondaryPhone = str.Substring(0, 20); else objLead.SecondaryPhone = str; } if (table.Rows[i]["Salutation"] != string.Empty) { str = table.Rows[i]["Salutation"].ToString(); if (str.Length > 50) objLead.Salutation = str.Substring(0, 20); else objLead.Salutation = str; } string adjusterName = null; int? adjusterID = null; AdjusterMaster adjuster = null; if (table.Rows[i]["Adjuster Name"] != string.Empty) adjusterName = table.Rows[i]["Adjuster Name"].ToString(); string adjusterEmail = null; string adjusterFax = null; string AdjusterPhone = null; string AdjusterCo = null; string AdjusterAddress = null; if (table.Rows[i]["Adjuster Email"] != string.Empty) adjusterEmail = table.Rows[i]["Adjuster Email"].ToString(); if (table.Rows[i]["Adjuster Fax"] != string.Empty) adjusterFax = table.Rows[i]["Adjuster Fax"].ToString(); if (table.Rows[i]["Adjuster Phone"] != string.Empty) AdjusterPhone = table.Rows[i]["Adjuster Phone"].ToString(); if (table.Rows[i]["Adjuster Co"] != string.Empty) AdjusterCo = table.Rows[i]["Adjuster Co"].ToString(); if (table.Rows[i]["Adj Address"] != string.Empty) AdjusterAddress = table.Rows[i]["Adj Address"].ToString(); if (!string.IsNullOrEmpty(adjusterName)) { adjuster = AdjusterManager.GetByAdjusterName(adjusterName.Trim()); if (adjuster.AdjusterId == 0) { // add adjuster adjuster = new AdjusterMaster(); adjuster.Status = true; adjuster.AdjusterName = adjusterName.Trim(); adjuster.ClientId = clientID; adjuster.InsertBy = objLead.UserId; adjuster.InsertDate = DateTime.Now; adjuster.isEmailNotification = true; adjuster.email = adjusterEmail; adjuster.Address1 = AdjusterAddress; adjuster.PhoneNumber = AdjusterPhone; adjuster.FaxNumber = adjusterFax; adjuster.CompanyName = AdjusterCo; adjuster = AdjusterManager.Save(adjuster); } adjusterID = adjuster.AdjusterId; } if (table.Rows[i]["Date of Loss"] != string.Empty) { DateTime lossDate = DateTime.MinValue; if (DateTime.TryParse(table.Rows[i]["Date of Loss"].ToString(), out lossDate)) objLead.LossDate = lossDate; } if (table.Rows[i]["Loss Location"] != string.Empty) objLead.LossLocation = table.Rows[i]["Loss Location"].ToString(); if (table.Rows[i]["Address 1"] != string.Empty) objLead.LossAddress = table.Rows[i]["Address 1"].ToString(); if (table.Rows[i]["Address 2"] != string.Empty) objLead.LossAddress2 = table.Rows[i]["Address 2"].ToString(); if (table.Rows[i]["City"] != string.Empty) objLead.CityName = table.Rows[i]["City"].ToString(); if (table.Rows[i]["State"] != string.Empty) objLead.StateName = table.Rows[i]["State"].ToString(); if (table.Rows[i]["ZIP Code"] != string.Empty) objLead.Zip = table.Rows[i]["ZIP Code"].ToString(); if (table.Rows[i]["Company"] != string.Empty) objLead.BusinessName = table.Rows[i]["Company"].ToString(); if (table.Rows[i]["Adjuster Name"] != string.Empty) adjusterName = table.Rows[i]["Adjuster Name"].ToString(); if (table.Rows[i]["Phone"] != string.Empty) { str = table.Rows[i]["Phone"].ToString(); if (str.Length > 20) objLead.PhoneNumber = str.Substring(0, 20); else objLead.PhoneNumber = str.ToString(); } StatusMaster statusMaster = null; string statusName = null; if (table.Rows[i]["File Status"] != string.Empty) { statusName = table.Rows[i]["File Status"].ToString(); statusMaster = StatusManager.GetByStatusName(statusName); if (statusMaster.StatusId == 0) { statusMaster = new StatusMaster(); statusMaster.clientID = clientID; statusMaster.InsertBy = objLead.UserId; statusMaster.InsertDate = DateTime.Now; statusMaster.isCountable = true; statusMaster.Status = true; statusMaster.StatusName = statusName; statusMaster = StatusManager.Save(statusMaster); } } if (!string.IsNullOrEmpty(table.Rows[i]["Peril"].ToString())) { var id = TypeofDamageManager.getbyTypeOfDamage(table.Rows[i]["Peril"].ToString()); objLead.TypeOfDamage = id.TypeOfDamage; //string dmgid = string.Empty; //string[] dmg = table.Rows[i]["Type of Damage"].ToString().Split(','); //for (int d = 0; d < dmg.Length; d++) { // string dmgtext = dmg[d]; // var dmgdata = TypeofDamageManager.getbyTypeOfDamage(dmgtext); // if (dmgdata != null && dmgdata.TypeOfDamage != null && dmgdata.TypeOfDamage.ToString() != string.Empty) { // dmgid += dmgdata.TypeOfDamageId + ","; // } // else { // TypeOfDamageMaster objdmg = new TypeOfDamageMaster(); // objdmg.TypeOfDamage = dmgtext.Length > 100 ? dmgtext.Substring(0, 100) : dmgtext; // objdmg.Status = true; // TypeOfDamageMaster sv = TypeofDamageManager.Save(objdmg); // dmgid += sv.TypeOfDamageId + ","; // } //} //objLead.TypeOfDamage = dmgid; str = table.Rows[i]["Peril"].ToString(); if (str.Length > 250) objLead.TypeofDamageText = str.Substring(0, 250).Replace("/", ","); else objLead.TypeofDamageText = str.Replace("/", ","); } objLead.Status = 1; // 2013-08-29 tortega if (clientID > 0) objLead.ClientID = clientID; Leads newLead = LeadsManager.Save(objLead); if (newLead != null) { if (table.Rows[i]["Certified Mail Number"] != string.Empty) AddComments(newLead.LeadId, "Certified Mail Number: " + table.Rows[i]["Certified Mail Number"].ToString()); //if (table.Rows[i]["Contract Signed Date"] != string.Empty) // AddComments(newLead.LeadId, "Contract Signed Date: " + table.Rows[i]["Contract Signed Date"].ToString()); if (table.Rows[i]["Last E-mail"] != string.Empty) AddComments(newLead.LeadId, "Last E-mail Date: " + table.Rows[i]["Last E-mail"].ToString()); if (table.Rows[i]["Last Meeting"] != string.Empty) AddComments(newLead.LeadId, "Last Meeting Date: " + table.Rows[i]["Last Meeting"].ToString()); if (table.Rows[i]["Letter Date"] != string.Empty) AddComments(newLead.LeadId, "Letter Date: " + table.Rows[i]["Letter Date"].ToString()); // add policy CRM.Data.Entities.LeadPolicy policy = new CRM.Data.Entities.LeadPolicy(); policy.PolicyType = 1; policy.LeadId = newLead.LeadId; policy.IsActive = true; policy.isAllDocumentUploaded = false; if (adjusterID != null) policy.AdjusterID = adjusterID; if (table.Rows[i]["Claim Number"] != string.Empty) policy.ClaimNumber = table.Rows[i]["Claim Number"].ToString(); if (table.Rows[i]["Policy Number"] != string.Empty) policy.PolicyNumber = table.Rows[i]["Policy Number"].ToString(); if (table.Rows[i]["Policy Period"] != string.Empty) policy.PolicyPeriod = table.Rows[i]["Policy Period"].ToString(); if (table.Rows[i]["File Number"] != string.Empty) policy.InsurerFileNo = table.Rows[i]["File Number"].ToString(); if (statusMaster != null) policy.LeadStatus = statusMaster.StatusId; if (table.Rows[i]["Ins Carrier"] != string.Empty) policy.InsuranceCompanyName = table.Rows[i]["Ins Carrier"].ToString(); if (table.Rows[i]["Ins Co Address"] != string.Empty) policy.InsuranceAddress = table.Rows[i]["Ins Co Address"].ToString(); if (table.Rows[i]["Ins Co City"] != string.Empty) { string cityName = table.Rows[i]["Ins Co City"].ToString(); CityMaster cityMaster = City.GetByCityName(cityName); if (cityMaster != null && cityMaster.CityId > 0) policy.InsuranceCity = cityMaster.CityId; } if (table.Rows[i]["Ins Co State"] != string.Empty) { string stateName = table.Rows[i]["Ins Co State"].ToString(); StateMaster stateMaster = State.Getstateid(stateName); if (stateMaster != null && stateMaster.StateId > 0) policy.InsuranceState = stateMaster.StateId; } if (table.Rows[i]["Ins Co Zip"] != string.Empty) { string zipCode = table.Rows[i]["Ins Co Zip"].ToString(); ZipCodeMaster zipMaster = ZipCode.GetByZipCode(zipCode); if (zipMaster != null && zipMaster.ZipCodeID > 0) policy.InsuranceZipCode = zipMaster.ZipCodeID.ToString(); } LeadPolicyManager.Save(policy); } } //for (int i = 0; i < table.Rows.Count; i++) { scope.Complete(); } string rootFolderPath = Server.MapPath("~//CSVLoad//"); string filesToDelete = FileUpload1.FileName; string[] fileList = System.IO.Directory.GetFiles(rootFolderPath, filesToDelete); foreach (string file in fileList) { System.IO.File.Delete(file); } lblSave.Text = "Data Saved Successfully !!!"; lblSave.Visible = true; } } } catch (Exception ex) { lblError.Text = "There Is a problem in data save !!!"; lblError.Visible = true; Core.EmailHelper.emailError(ex); } }
protected CRM.Data.Entities.LeadPolicy collectPolicyDataFromUI() { CRM.Data.Entities.LeadPolicy policy = new CRM.Data.Entities.LeadPolicy(); policy.PolicyType = Convert.ToInt32(ucPolicyType1.SelectedValue); policy.PolicyNumber = txtPolicyNumber.Text.Trim(); policy.ClaimNumber = txtClaimNumber.Text.Trim(); policy.IsActive = true; policy.LossDate = txtLossDate.Date; return policy; }
// generate invoices protected void btnGenerate_Click(object sender, EventArgs e) { Carrier carrier = null; CarrierInvoiceProfile profile = null; Invoice invoice = null; int carrierID = Convert.ToInt32(ddlCarrier.SelectedValue); decimal invoiceAmount = 0; int policyID = 0; int profileID = Convert.ToInt32(this.ddlInvoiceProfile.SelectedValue); if (carrierID == 0 || profileID == 0) { return; } try { profile = CarrierInvoiceProfileManager.Get(profileID); carrier = CarrierManager.Get(carrierID); } catch (Exception ex) { Core.EmailHelper.emailError(ex); showErrorMessage(); return; } try { using (TransactionScope scope = new TransactionScope()) { foreach (GridViewRow row in gvCarrierPolicy.Rows) { if (row.RowType == DataControlRowType.DataRow) { CheckBox cbxSelect = row.FindControl("cbxSelect") as CheckBox; if (cbxSelect.Checked) { invoice = new Invoice(); //invoice.ClientID = clientID; //invoice.CarrierID = carrierID; invoice.InvoiceDate = DateTime.Now; invoice.InvoiceTypeID = profile.InvoiceType; invoice.CarrierInvoiceProfileID = profileID; invoice.IsVoid = false; invoice.BillToAddress1 = carrier.AddressLine1; invoice.BillToAddress2 = carrier.AddressLine2; invoice.BillToAddress3 = string.Empty; invoice.BillToName = carrier.CarrierName; policyID = (int)gvCarrierPolicy.DataKeys[row.RowIndex].Values[0]; //invoice.PolicyID = policyID; //invoice.LeadId = (int)gvCarrierPolicy.DataKeys[row.RowIndex].Values[1]; //invoice.PolicyTypeID = (int)gvCarrierPolicy.DataKeys[row.RowIndex].Values[2]; Label lblInvoiceAmount = row.FindControl("lblInvoiceAmount") as Label; decimal.TryParse(lblInvoiceAmount.Text, out invoiceAmount); invoice.TotalAmount = invoiceAmount; invoice.InvoiceNumber = InvoiceManager.GetNextInvoiceNumber(clientID); int invoiceID = InvoiceManager.Save(invoice); InvoiceDetail invoiceDetail = new InvoiceDetail(); invoiceDetail.InvoiceID = invoiceID; invoiceDetail.isBillable = true; invoiceDetail.Qty = 1; invoiceDetail.Rate = invoiceAmount; invoiceDetail.LineAmount = invoiceAmount; invoiceDetail.LineDate = DateTime.Now; invoiceDetail.LineDescription = "As per contract"; InvoiceDetailManager.Save(invoiceDetail); // flag policy as invoiced CRM.Data.Entities.LeadPolicy policy = LeadPolicyManager.Get(policyID); if (policy != null) { policy.IsInvoiced = true; LeadPolicyManager.Save(policy); } } } } // foreach // complete transaction scope.Complete(); lblMessage.Text = "Invoice(s) have been generated."; lblMessage.CssClass = "ok"; } } catch (Exception ex) { Core.EmailHelper.emailError(ex); showErrorMessage(); } finally { // refresh those policies to be invoiced bindPoliciesReadyForInvoice(); } }
public void saveForm() { Page.Validate("Policy"); //if (!Page.IsValid) // return; CRM.Data.Entities.LeadPolicy policy = null; lblMessage.Text = string.Empty; lblMessage.CssClass = string.Empty; //if (int.TryParse(hf_policyID.Value, out id) && id > 0) { if (policyID > 0) { policy = LeadPolicyManager.Get(policyID); } else { // new policy = new CRM.Data.Entities.LeadPolicy(); policy.LeadId = Core.SessionHelper.getLeadId(); policy.Id = 0; policy.IsActive = true; policy.isAllDocumentUploaded = false; } if (ucPolicyType1.SelectedValue == "0" || ucPolicyType1.SelectedValue == "") { policy.PolicyType = null; } else { policy.PolicyType = Convert.ToInt32(ucPolicyType1.SelectedValue); } // carrier information if (ddlCarrier.SelectedIndex > 0) { policy.CarrierID = Convert.ToInt32(ddlCarrier.SelectedValue); } else { policy.CarrierID = null; } policy.PolicyNumber = txtInsurancePolicyNumber.Text.Trim(); policy.PolicyFormType = txtPolicyFormType.Text.Trim(); policy.InsuranceCompanyName = txtInsuranceCompanyName.Text; if (!string.IsNullOrEmpty(txtExpirationDate.Text)) { policy.ExpirationDate = txtExpirationDate.Date; } else { policy.ExpirationDate = null; } if (!string.IsNullOrEmpty(txtExpirationDate.Text)) { policy.EffectiveDate = txtEffectiveDate.Date; } else { policy.EffectiveDate = null; } if (!string.IsNullOrEmpty(txtInitialCoverageDate.Text)) { policy.InitialCoverageDate = txtInitialCoverageDate.Date; } if (ddlAgent.SelectedIndex > 0) { policy.AgentID = Convert.ToInt32(ddlAgent.SelectedValue); } try { using (TransactionScope scope = new TransactionScope()) { // save policy id this.policyID = LeadPolicyManager.Save(policy); if (HttpContext.Current.Session["Limit"] != null && HttpContext.Current.Session["PolicyLimit"] != null && HttpContext.Current.Session["tblCasulityPolicylimit"] != null && HttpContext.Current.Session["tblAllPolicylimit"] != null) { AddLimitPolicy(this.policyID); CacheBlank(); ShowAddCoverage(); SetAddCoverage(this.policyID); HideAddCoverageAdd(); } else { propertyLimits.saveLimits(policyID); //casualtyLimits.saveLimits(policyID); } propertySubLimits.saveLimits(policyID); scope.Complete(); } // save policy type in viewstate policyType = ucPolicyType1.SelectedValue; // save policy id hf_policyID.Value = policyID.ToString(); // activate other tabs tabContainerPolicy.Visible = true; activateLinks(); bindLimits(); bindClaims(); //bindData(); lblMessage.Text = "Policy Information saved successfully."; lblMessage.CssClass = "ok"; } catch (Exception ex) { lblMessage.Text = "Policy Information was not saved."; lblMessage.CssClass = "error"; Core.EmailHelper.emailError(ex); } }