/// <summary>
/// Add a new client
/// </summary>
/// <param name="oHostSecurityToken">HostSecurityToken obtained when security provider of IWS is called</param>
/// <param name="client">client details</param>
/// <param name="person">Person details</param>
/// <param name="organisation">Organisation details</param>
/// <param name="addresses">Addresses</param>
/// <param name="addressInformation"></param>
/// <returns></returns>
public ClientReturnValue AddClient(HostSecurityToken oHostSecurityToken, Client client,
Person person,
Organisation organisation,
List<Address> addresses,
List<AdditionalAddressElement> addressInformation)
{
ClientReturnValue returnValue = null;
try
{
if (Functions.ValidateIWSToken(oHostSecurityToken))
{
oClientService = new ClientService();
returnValue = oClientService.AddClient(Functions.GetLogonIdFromToken(oHostSecurityToken), client, person, organisation, addresses, addressInformation);
}
else
{
returnValue = new ClientReturnValue();
returnValue.Success = false;
returnValue.Message = "Invalid Token";
}
}
catch (Exception ex)
{
returnValue = new ClientReturnValue();
returnValue.Success = false;
returnValue.Message = ex.Message;
}
return returnValue;
}
/// <summary>
/// Add a new client
/// </summary>
/// <param name="oHostSecurityToken">HostSecurityToken obtained when security provider of IWS is called</param>
/// <param name="client">client details</param>
/// <param name="person">Person details</param>
/// <param name="organisation">Organisation details</param>
/// <param name="addresses">Addresses</param>
/// <param name="addressInformation"></param>
/// <returns></returns>
public ClientReturnValue AddClient(HostSecurityToken oHostSecurityToken, Client client,
Person person,
Organisation organisation,
List <Address> addresses,
List <AdditionalAddressElement> addressInformation)
{
ClientReturnValue returnValue = null;
try
{
if (Functions.ValidateIWSToken(oHostSecurityToken))
{
oClientService = new ClientService();
returnValue = oClientService.AddClient(Functions.GetLogonIdFromToken(oHostSecurityToken), client, person, organisation, addresses, addressInformation);
}
else
{
returnValue = new ClientReturnValue();
returnValue.Success = false;
returnValue.Message = "Invalid Token";
}
}
catch (Exception ex)
{
returnValue = new ClientReturnValue();
returnValue.Success = false;
returnValue.Message = ex.Message;
}
return(returnValue);
}
/// <summary>
/// Gets the client type id and the default branch.
/// </summary>
/// <param name="oHostSecurityToken">HostSecurityToken obtained when security provider of IWS is called</param>
/// <param name="clientId">The client id.</param>
/// <param name="isMember">if set to <c>true</c> [is member].</param>
/// <returns></returns>
public ClientReturnValue GetClientDefaults(HostSecurityToken oHostSecurityToken, Guid clientId)
{
ClientReturnValue returnValue = new ClientReturnValue();
if (Functions.ValidateIWSToken(oHostSecurityToken))
{
oClientService = new ClientService();
returnValue = oClientService.GetClientDefaults(Functions.GetLogonIdFromToken(oHostSecurityToken), clientId);
}
else
{
returnValue = new ClientReturnValue();
returnValue.Success = false;
returnValue.Message = "Invalid Token";
}
return(returnValue);
}
public ClientReturnValue GetClient(HostSecurityToken oHostSecurityToken, Guid memberId, Guid organisationId)
{
ClientReturnValue returnValue = null;
if (Functions.ValidateIWSToken(oHostSecurityToken))
{
oClientService = new ClientService();
returnValue = oClientService.GetClient(Functions.GetLogonIdFromToken(oHostSecurityToken), memberId, organisationId);
}
else
{
returnValue = new ClientReturnValue();
returnValue.Success = false;
returnValue.Message = "Invalid Token";
}
return(returnValue);
}
/// <summary>
/// Loads the client details.
/// </summary>
private void LoadClient()
{
ClientServiceClient serviceClient = null;
try
{
if (_logonSettings.UserType == (int)DataConstants.UserType.ThirdParty && Request.QueryString["mydetails"] == "true")
{
LoadContact();
}
else
{
serviceClient = new ClientServiceClient();
_clientReturnValue = serviceClient.GetClient(_logonSettings.LogonId, _memberId, _organisationId);
if (_clientReturnValue.Success)
{
DisplayData();
}
else
{
throw new Exception(_clientReturnValue.Message);
}
}
}
catch (Exception ex)
{
throw ex;
}
finally
{
if (serviceClient != null)
{
if (serviceClient.State != System.ServiceModel.CommunicationState.Faulted)
serviceClient.Close();
}
}
}
/// <summary>
/// Gets the client type id and the default branch.
/// </summary>
/// <param name="oHostSecurityToken">HostSecurityToken obtained when security provider of IWS is called</param>
/// <param name="clientId">The client id.</param>
/// <param name="isMember">if set to <c>true</c> [is member].</param>
/// <returns></returns>
public ClientReturnValue GetClientDefaults(HostSecurityToken oHostSecurityToken, Guid clientId)
{
ClientReturnValue returnValue = new ClientReturnValue();
if (Functions.ValidateIWSToken(oHostSecurityToken))
{
oClientService = new ClientService();
returnValue = oClientService.GetClientDefaults(Functions.GetLogonIdFromToken(oHostSecurityToken), clientId);
}
else
{
returnValue = new ClientReturnValue();
returnValue.Success = false;
returnValue.Message = "Invalid Token";
}
return returnValue;
}
public ClientReturnValue GetClient(HostSecurityToken oHostSecurityToken, Guid memberId, Guid organisationId)
{
ClientReturnValue returnValue = null;
if (Functions.ValidateIWSToken(oHostSecurityToken))
{
oClientService = new ClientService();
returnValue = oClientService.GetClient(Functions.GetLogonIdFromToken(oHostSecurityToken), memberId, organisationId);
}
else
{
returnValue = new ClientReturnValue();
returnValue.Success = false;
returnValue.Message = "Invalid Token";
}
return returnValue;
}
/// <summary>
/// Gets the client type id and the default branch.
/// </summary>
/// <param name="logonId">The logon id.</param>
/// <param name="clientId">The client id.</param>
/// <param name="isMember">if set to <c>true</c> [is member].</param>
/// <returns></returns>
public ClientReturnValue GetClientDefaults(Guid logonId, Guid clientId)
{
ClientReturnValue returnValue = new ClientReturnValue();
try
{
// Get the logged on user from the current logons and add their
// ApplicationSettings the list of concurrent sessions.
Host.LoadLoggedOnUser(logonId);
try
{
Functions.RestrictRekoopIntegrationUser(UserInformation.Instance.DbUid);
switch (UserInformation.Instance.UserType)
{
case DataConstants.UserType.Staff:
// Can do everything
break;
case DataConstants.UserType.Client:
case DataConstants.UserType.ThirdParty:
throw new Exception("Access denied");
default:
throw new Exception("Access denied");
}
string errorMessage = string.Empty;
string warningMessage = string.Empty;
SrvMatter srvMatter = new SrvMatter();
srvMatter.ClientId = clientId;
bool success = srvMatter.ValidateClientId(out errorMessage, out warningMessage);
if (success)
{
returnValue.Client = new Client();
returnValue.Client.TypeId = srvMatter.ClientTypeId;
returnValue.Client.Branch = srvMatter.DefaultBranchId;
}
else
{
returnValue.Success = false;
returnValue.Message = errorMessage;
}
}
finally
{
// Remove the logged on user's ApplicationSettings from the
// list of concurrent sessions
Host.UnloadLoggedOnUser();
}
}
catch (System.Data.SqlClient.SqlException)
{
returnValue.Success = false;
returnValue.Message = Functions.SQLErrorMessage;
}
catch (Exception ex)
{
returnValue.Success = false;
returnValue.Message = ex.Message;
}
return returnValue;
}
/// <summary>
/// Get one client
/// </summary>
/// <param name="logonId">Logon id obtained when logging on to the Client service</param>
/// <param name="memberId">Member id</param>
/// <param name="organisationId">Organisation id</param>
/// <returns></returns>
public ClientReturnValue GetClient(Guid logonId, Guid memberId, Guid organisationId)
{
ClientReturnValue returnValue = new ClientReturnValue();
try
{
// Get the logged on user from the current logons and add their
// ApplicationSettings the list of concurrent sessions.
// ApplicationSettings.Instance can now be used to get the
// ApplicationSettings for this session.
Host.LoadLoggedOnUser(logonId);
try
{
Functions.RestrictRekoopIntegrationUser(UserInformation.Instance.DbUid);
switch (UserInformation.Instance.UserType)
{
case DataConstants.UserType.Staff:
// Can do everything
break;
case DataConstants.UserType.ThirdParty:
if (!SrvClientCommon.WebAllowedToAccessClient(memberId, organisationId))
throw new Exception("Access denied");
break;
case DataConstants.UserType.Client:
if (!ApplicationSettings.Instance.IsUser(memberId, organisationId))
throw new Exception("Access denied");
break;
default:
throw new Exception("Access denied");
}
SrvClient srvClient = new SrvClient();
srvClient.Load(memberId, organisationId);
Client client = new Client();
client.MemberId = srvClient.MemberId;
client.OrganisationId = srvClient.OrganisationId;
client.PartnerId = srvClient.ClientPartnerId;
client.Branch = srvClient.ClientBranch.Trim();
client.OpenDate = srvClient.ClientOpenDate;
client.PreviousReference = srvClient.PreviousReference.Trim();
client.BusinessSourceId = srvClient.SourceId;
client.RatingId = srvClient.RatingId;
client.IsWebCaseTracking = srvClient.IsClientDoUpload;
client.NetPassword = srvClient.ClientNetPassword;
client.Group = srvClient.ClientGroup.Trim();
client.HOUCN = srvClient.ClientHOUCN.Trim();
client.UCN = srvClient.ClientUCN.Trim();
client.IsArchived = srvClient.IsClientArchived;
client.Type = srvClient.ClientType;
client.IsReceivingMarketing = srvClient.IsReceivingMarketing;
client.CashCollectionId = srvClient.CliCashCollID;
client.TotalLockup = srvClient.CliTotalLockup;
client.Reference = srvClient.ClientText.Trim();
client.CampaignId = srvClient.CampaignId;
returnValue.Client = client;
if (srvClient.IsMember)
{
Person person = new Person();
person.MemberId = srvClient.Person.PersonId;
person.Title = srvClient.Person.Title;
person.ForeName = srvClient.Person.ForeName;
person.Surname = srvClient.Person.Surname;
client.FullName = IRIS.Law.PmsCommonData.CommonServices.CommonFunctions.MakeFullName(person.Title, person.ForeName, person.Surname);
person.MaritalStatusId = srvClient.Person.MaritalId;
person.PreviousName = srvClient.Person.PersonPreviousName;
person.Occupation = srvClient.Person.PersonOccupation;
person.Sex = srvClient.Person.Sex;
person.DOB = srvClient.Person.PersonDOB;
person.DOD = srvClient.Person.PersonDOD;
person.PlaceOfBirth = srvClient.Person.PersonPlaceOfBirth;
person.BirthName = srvClient.Person.PersonBirthName;
person.SalutationLettterFormal = srvClient.Person.PersonSalletForm;
person.SalutationLettterInformal = srvClient.Person.PersonSalutationlettterInformal;
person.SalutationLettterFriendly = srvClient.Person.PersonSalLet;
person.SalutationEnvelope = srvClient.Person.PersonSalEnv;
person.EthnicityId = srvClient.Person.PersonEthnicityId;
person.DisabilityId = srvClient.Person.PersonDisability;
person.IsInArmedForces = srvClient.Person.PersonInArmedForces;
person.ArmedForcesNo = srvClient.Person.PersonArmedForcesNo;
person.NINo = srvClient.Person.PersonNINo;
returnValue.Person = person;
}
if (srvClient.IsOrganisation)
{
Organisation organisation = new Organisation();
organisation.OrganisationId = srvClient.Organisation.OrganisationId;
organisation.Name = srvClient.Organisation.Name;
client.FullName = organisation.Name;
organisation.RegisteredName = srvClient.Organisation.RegisteredName;
organisation.RegisteredNo = srvClient.Organisation.RegisteredNumber;
organisation.VATNo = srvClient.Organisation.VATNumber;
organisation.IndustryId = srvClient.Organisation.IndustryId;
organisation.SubTypeId = srvClient.Organisation.SubTypesId;
returnValue.Organisation = organisation;
}
returnValue.Addresses = new List<Address>();
returnValue.AdditionalAddressElements = new List<AdditionalAddressElement>();
foreach (SrvAddress address in srvClient.Addresses)
{
Address clientAddress = new Address();
clientAddress.Id = address.AddressId;
clientAddress.TypeId = address.AddressTypeId;
clientAddress.Line1 = address.AddressLine1;
clientAddress.Line2 = address.AddressLine2;
clientAddress.Line3 = address.AddressLine3;
clientAddress.Town = address.AddressTown;
clientAddress.County = address.AddressCounty;
clientAddress.PostCode = address.AddressPostCode;
clientAddress.DXTown = address.AddressDXTown;
clientAddress.DXNumber = address.AddressDXNumber;
clientAddress.Country = address.AddressCountry;
clientAddress.IsMailingAddress = address.IsMailingAddress;
clientAddress.IsBillingAddress = address.IsBillingAddress;
clientAddress.Comment = address.AddressComment;
clientAddress.OrganisationName = address.AddressOrgName;
clientAddress.Department = address.AddressDepartment;
clientAddress.PostBox = address.AddressPostBox;
clientAddress.SubBuilding = address.AddressSubBuilding;
clientAddress.StreetNumber = address.AddressStreetNumber;
clientAddress.HouseName = address.AddressHouseName;
clientAddress.DependantLocality = address.AddressDependantLocality;
clientAddress.LastVerified = address.AddressLastVerified;
returnValue.Addresses.Add(clientAddress);
//Get the contact details from the main address
if (address.AddressTypeId == 1)
{
DsAdditionalAddElTypes dsAdditionalAddElTypes = SrvAddressLookup.GetAdditionalAddressElTypes();
// integer array which specifies the order of the addAddressElements to display
// eg { 10, 9, 8, 7, 6, 5, 4, 3, 2, 1 } would display the items as listed in the
// table but in the reverse order
int[] additionalTypeOrder = new int[11] { 1, 2, 3, 10, 4, 5, 6, 7, 8, 9, 11 };
bool addItem = true;
for (int x = 0; x < dsAdditionalAddElTypes.AdditionalAddElTypes.Rows.Count; x++)
{
// Loop through element type table and get the next id type you want
for (int i = 0; i < dsAdditionalAddElTypes.AdditionalAddElTypes.Rows.Count; i++)
{
int typeId = (int)dsAdditionalAddElTypes.AdditionalAddElTypes[i].AddElTypeID;
if (typeId == additionalTypeOrder[x])
{
string typeText = (string)dsAdditionalAddElTypes.AdditionalAddElTypes[i].AddElTypeText;
string elementText = string.Empty;
string elementComment = string.Empty;
// Loop through member or organisation addEl tables to see if there are any matches.
if (srvClient.IsMember)
{
addItem = true;
}
else
{
if (typeId == 1 || typeId == 7 || typeId == 10)
{
addItem = false;
}
else
{
addItem = true;
}
}
if (addItem)
{
for (int j = 0; j < address.AdditionalInfoElements.Count; j++)
{
if (address.AdditionalInfoElements[j].AddressElTypeId == typeId)
{
elementText = address.AdditionalInfoElements[j].AddressElementText;
elementComment = address.AdditionalInfoElements[j].AddressElComment;
break;
}
}
AdditionalAddressElement additionalAddressElement = new AdditionalAddressElement();
additionalAddressElement.TypeId = typeId;
additionalAddressElement.TypeText = typeText;
additionalAddressElement.ElementText = elementText;
additionalAddressElement.ElementComment = elementComment;
additionalAddressElement.AddressId = address.AddressId;
returnValue.AdditionalAddressElements.Add(additionalAddressElement);
}
}
}
}
}
}
}
finally
{
// Remove the logged on user's ApplicationSettings from the
// list of concurrent sessions
Host.UnloadLoggedOnUser();
}
}
catch (System.Data.SqlClient.SqlException)
{
returnValue.Success = false;
returnValue.Message = Functions.SQLErrorMessage;
}
catch (Exception ex)
{
returnValue.Success = false;
returnValue.Message = ex.Message;
}
return returnValue;
}
/// <summary>
/// Add a new client subject to user type, permissions and licensing
/// </summary>
/// <param name="logonId">Logon id obtained when logging on to the logon service</param>
/// <param name="client">client details</param>
/// <param name="person">Person details</param>
/// <param name="organisation">Organisation details</param>
/// <param name="addresses">Addresses list</param>
/// <param name="addressInformation">Address information list</param>
/// <returns>Returns one client entity</returns>
public ClientReturnValue AddClient(
Guid logonId,
Client client,
Person person,
Organisation organisation,
List<Address> addresses,
List<AdditionalAddressElement> addressInformation)
{
ClientReturnValue returnValue = new ClientReturnValue();
try
{
// Get the logged on user from the current logons and add their
// ApplicationSettings the list of concurrent sessions.
Host.LoadLoggedOnUser(logonId);
try
{
Functions.RestrictRekoopIntegrationUser(UserInformation.Instance.DbUid);
switch (UserInformation.Instance.UserType)
{
case DataConstants.UserType.Staff:
// Can do everything
break;
case DataConstants.UserType.Client:
case DataConstants.UserType.ThirdParty:
throw new Exception("Access denied");
default:
throw new Exception("Access denied");
}
// Ensure we have permission
if (!UserSecuritySettings.GetUserSecuitySettings(2))
{
throw new Exception("You do not have sufficient permissions to carry out this request");
}
// Verify Annual Licence
if (!IRIS.Law.PmsBusiness.LicenseDetails.AnnualLicenseIsValid())
{
throw new Exception("Unable to add Client. Your Annual Licence has expired or is invalid.");
}
SrvClient srvClient = new SrvClient();
// Load client fields
srvClient.ClientType = client.Type;
srvClient.ClientPartnerId = client.PartnerId;
srvClient.ClientBranch = client.Branch;
srvClient.ClientNetPassword = client.NetPassword;
srvClient.ConflictNoteSummary = client.ConflictNoteSummary;
srvClient.ConflictNoteContent = client.ConflictNoteContent;
// Load person fields
switch (client.Type)
{
case IRISLegal.IlbCommon.ContactType.Individual:
srvClient.Person.Title = person.Title;
srvClient.Person.setDefaultSex();
srvClient.Person.Surname = person.Surname;
srvClient.Person.ForeName = person.ForeName;
break;
case IRISLegal.IlbCommon.ContactType.Organisation:
srvClient.Organisation = new SrvOrganisation();
srvClient.Organisation.Name = organisation.Name;
break;
default:
throw new Exception("Unknown ClientType");
}
// This will be used if Client Type selected is multiple
// so that second person will be associated with the first person
if (client.AssociationId != DataConstants.DummyGuid)
{
srvClient.AssociationRoleId = client.AssociationRoleId;
srvClient.AssociationId = client.AssociationId;
}
// Load address of person
if (addresses != null)
{
foreach (Address address in addresses)
{
SrvAddress srvAddress = new SrvAddress();
srvAddress.AddressTypeId = address.TypeId;
srvAddress.AddressStreetNumber = address.StreetNumber;
srvAddress.AddressPostCode = address.PostCode;
srvAddress.AddressHouseName = address.HouseName;
srvAddress.AddressLine1 = address.Line1;
srvAddress.AddressLine2 = address.Line2;
srvAddress.AddressLine3 = address.Line3;
srvAddress.AddressTown = address.Town;
srvAddress.AddressCounty = address.County;
srvAddress.AddressCountry = address.Country;
srvAddress.AddressDXTown = address.DXTown;
srvAddress.AddressDXNumber = address.DXNumber;
srvAddress.IsMailingAddress = address.IsMailingAddress;
srvAddress.IsBillingAddress = address.IsBillingAddress;
srvAddress.AddressOrgName = address.OrganisationName;
srvAddress.AddressComment = address.Comment;
srvAddress.AddressDepartment = address.Department;
srvAddress.AddressPostBox = address.PostBox;
srvAddress.AddressSubBuilding = address.SubBuilding;
srvAddress.AddressStreetNumber = address.StreetNumber;
srvAddress.AddressDependantLocality = address.DependantLocality;
srvAddress.AddressLastVerified = address.LastVerified;
// Save Additional Address Info to Address Object
if (addressInformation != null)
{
for (int i = 0; i <= addressInformation.Count - 1; i++)
{
srvAddress.AdditionalInfoElements[i].AddressElementText =
addressInformation[i].ElementText;
}
}
// TODO more address fields
srvClient.Addresses.Add(srvAddress);
}
}
string errorMessage;
returnValue.Success = srvClient.Save(out errorMessage);
returnValue.Message = errorMessage;
client.MemberId = srvClient.MemberId;
client.IsMember = srvClient.IsMember;
client.OrganisationId = srvClient.OrganisationId;
returnValue.Client = client;
returnValue.Person = person;
returnValue.Organisation = organisation;
returnValue.Addresses = addresses;
}
finally
{
// Remove the logged on user's ApplicationSettings from the
// list of concurrent sessions
Host.UnloadLoggedOnUser();
}
}
catch (System.Data.SqlClient.SqlException)
{
returnValue.Success = false;
returnValue.Message = Functions.SQLErrorMessage;
}
catch (Exception ex)
{
returnValue.Success = false;
returnValue.Message = ex.Message;
}
return returnValue;
}