Esempio n. 1
0
        public void bindData(int invoiceID)
        {
            int                  claimID        = 0;
            int                  clientID       = 0;
            int                  leadID         = 0;
            int                  policyID       = 0;
            Claim                claim          = null;
            Invoice              invoice        = null;
            InvoiceDetail        invoiceDetail  = null;
            Leads                lead           = null;
            List <InvoiceDetail> invoiceDetails = null;

            // save invoice id
            ViewState["InvoiceID"] = invoiceID.ToString();

            invoice = InvoiceManager.Get(invoiceID);

            if (invoice != null)
            {
                claimID = invoice.ClaimID;
                claim   = ClaimsManager.Get(claimID);

                policyID = claim.PolicyID;

                leadID = claim.LeadPolicy.Leads.LeadId;
                lead   = claim.LeadPolicy.Leads;

                clientID = (int)lead.ClientID;

                // get policy type
                if (claim.LeadPolicy != null && claim.LeadPolicy.LeadPolicyType != null)
                {
                    lblPolicyType.Text = claim.LeadPolicy.LeadPolicyType.Description;
                }

                // get policy number
                if (claim.LeadPolicy != null)
                {
                    lblPolicyNumber.Text = claim.LeadPolicy.PolicyNumber;
                }

                // get insurer claim number
                lblInsurerClaimNumber.Text = claim.InsurerClaimNumber;
            }
            else
            {
                // new invoice
                // get id for current lead
                claimID = Core.SessionHelper.getClaimID();

                // get id for current lead
                leadID = Core.SessionHelper.getLeadId();

                // get client id
                clientID = Core.SessionHelper.getClientId();

                // get current policy
                policyID = Core.SessionHelper.getPolicyID();

                // get lead/claim
                lead = LeadsManager.GetByLeadId(leadID);

                // get policy type
                lblPolicyType.Text = LeadPolicyManager.GetPolicyTypeDescription(policyID);

                // get policy number
                lblPolicyNumber.Text = LeadPolicyManager.GetPolicyNumber(policyID);

                // get insurer claim number
                lblInsurerClaimNumber.Text = ClaimsManager.getInsurerClaimNumber(claimID);
            }


            // get policy information
            if (lead != null)
            {
                lblClient.Text = string.Format("<b>{0} {1}<br/>{2}<br/>{3}<br/>{4}, {5} {6}</b>",
                                               lead.ClaimantFirstName ?? "",            //0
                                               lead.ClaimantLastName ?? "",             //1
                                               lead.LossAddress ?? "",                  //2
                                               lead.LossAddress2 ?? "",                 //3
                                               lead.CityName ?? "",                     //4
                                               lead.StateName ?? "",                    //5
                                               lead.Zip ?? ""                           //6
                                               );
            }

            if (invoiceID == 0)
            {
                // new invoice
                txtInvoiceDate.Text = DateTime.Now.ToShortDateString();

                invoiceDetail          = new InvoiceDetail();
                invoiceDetail.LineDate = DateTime.Now;

                invoiceDetails = new List <InvoiceDetail>();
                invoiceDetails.Add(invoiceDetail);

                gvInvoiceLines.DataSource = invoiceDetails;

                gvInvoiceLines.DataBind();


                // hide empty row
                gvInvoiceLines.Rows[0].Visible = false;

                // hide print button
                //btnPrint.Visible = false;

                // hiden invoice number
                //pnlInvoiceNumber.Visible = false;
            }
            else
            {
                // edit invoice

                // show print button
                btnPrint.Visible  = true;
                lbtnEmail.Visible = true;

                if (invoice != null && invoice.InvoiceDetail != null)
                {
                    txtInvoiceDate.Text = string.Format("{0:MM/dd/yyyy}", invoice.InvoiceDate);
                    txtDueDate.Text     = string.Format("{0:MM/dd/yyyy}", invoice.DueDate);

                    txtBillTo.Text         = invoice.BillToName;
                    txtBillToAddress1.Text = invoice.BillToAddress1;
                    txtBillToAddress2.Text = invoice.BillToAddress2;
                    txtBillToAddress3.Text = invoice.BillToAddress3;

                    // reference
                    txtReferenceNumber.Text = (invoice.InvoiceNumber ?? 0).ToString();

                    // show total
                    txtTotalAmount.Text = string.Format("{0:N2}", invoice.TotalAmount);


                    // sort line items by date
                    gvInvoiceLines.DataSource = invoice.InvoiceDetail.OrderBy(x => x.LineDate);

                    gvInvoiceLines.DataBind();

                    // show invoice numebr
                    //pnlInvoiceNumber.Visible = true;


                    txtInvoiceNumber.Text = string.Format("{0:N0}", invoice.InvoiceNumber ?? 0);
                }
            }


            bindInvoiceServices();

            contractGrid.DataBind();
        }
Esempio n. 2
0
        //protected void bindBillTo(Lead lead) {
        //	ListItem billToItem = null;
        //	string itemValue = null;
        //	string claimantName = null;

        //	ddlBillTo.Items.Add(new ListItem("Select One", "0"));

        //	if (lead != null && lead.LeadPolicies != null && lead.LeadPolicies.Count > 0) {

        //		// add insurance company policy
        //		foreach (LeadPolicy policy in lead.LeadPolicies) {
        //			if (!string.IsNullOrEmpty(policy.InsuranceCompanyName)) {
        //				itemValue = string.Format("{0}|{1}", policy.PolicyType, policy.CarrierID ?? 0);

        //				billToItem = new ListItem(policy.InsuranceCompanyName, itemValue);

        //				ddlBillTo.Items.Add(billToItem);
        //			}
        //		}

        //		// add client mailing address as option
        //		claimantName = string.Format("{0} {1}", lead.ClaimantFirstName ?? "", lead.ClaimantLastName ?? "");

        //		itemValue = string.Format("{0}|{1}|{2}|{3}|{4}|{5}",
        //					1,			// homeowners
        //					claimantName,
        //					lead.MailingAddress ?? "",
        //					lead.MailingCity ?? "",
        //					lead.MailingState ?? "",
        //					lead.MailingZip ?? ""
        //					);
        //		ddlBillTo.Items.Add(new ListItem("Policyholder - Mailing Address", itemValue));

        //		// add client loss address as option
        //		claimantName = string.Format("{0} {1}", lead.ClaimantFirstName ?? "", lead.ClaimantLastName ?? "");

        //		itemValue = string.Format("{0}|{1}|{2}|{3}|{4}|{5}",
        //					1,			// homeowners
        //					claimantName,
        //					(lead.LossAddress ?? "") + (lead.LossAddress2 ?? ""),
        //					lead.CityName ?? "",
        //					lead.StateName ?? "",
        //					lead.Zip ?? ""
        //					);
        //		ddlBillTo.Items.Add(new ListItem("Policyholder - Loss Address", itemValue));
        //	}
        //}

        protected void bindData()
        {
            int    claimID      = 0;
            int    clientID     = 0;
            int    invoiceID    = 0;
            int    leadID       = 0;
            int    policyID     = 0;
            string dencryptedID = null;

            Invoice              invoice        = null;
            InvoiceDetail        invoiceDetail  = null;
            List <InvoiceDetail> invoiceDetails = null;

            // get id for current lead
            claimID = Core.SessionHelper.getClaimID();

            // get id for current lead
            leadID = Core.SessionHelper.getLeadId();

            // get client id
            clientID = Core.SessionHelper.getClientId();

            // get current policy
            policyID = Core.SessionHelper.getPolicyID();

            // check for new invoice or edit invoice
            if (Request.Params["q"] != null)
            {
                dencryptedID           = Core.SecurityManager.DecryptQueryString(Request.Params["q"].ToString());
                ViewState["InvoiceID"] = dencryptedID;
            }
            else
            {
                ViewState["InvoiceID"] = "0";
            }


            int.TryParse(ViewState["InvoiceID"].ToString(), out invoiceID);

            // get lead/claim
            Leads lead = LeadsManager.GetByLeadId(leadID);

            // get policy type
            lblPolicyType.Text = LeadPolicyManager.GetPolicyTypeDescription(policyID);

            // get policy number
            lblPolicyNumber.Text = LeadPolicyManager.GetPolicyNumber(policyID);

            // get insurer claim number
            lblInsurerClaimNumber.Text = ClaimsManager.getInsurerClaimNumber(claimID);

            // get policy information
            if (lead != null)
            {
                lblClient.Text = string.Format("<b>{0} {1}<br/>{2}<br/>{3}<br/>{4}, {5} {6}</b>",
                                               lead.ClaimantFirstName ?? "",            //0
                                               lead.ClaimantLastName ?? "",             //1
                                               lead.LossAddress ?? "",                  //2
                                               lead.LossAddress2 ?? "",                 //3
                                               lead.CityName ?? "",                     //4
                                               lead.StateName ?? "",                    //5
                                               lead.Zip ?? ""                           //6
                                               );
            }



            if (invoiceID == 0)
            {
                // new invoice
                txtInvoiceDate.Text = DateTime.Now.ToShortDateString();

                invoiceDetail          = new InvoiceDetail();
                invoiceDetail.LineDate = DateTime.Now;

                invoiceDetails = new List <InvoiceDetail>();
                invoiceDetails.Add(invoiceDetail);

                gvInvoiceLines.DataSource = invoiceDetails;

                gvInvoiceLines.DataBind();


                // hide empty row
                gvInvoiceLines.Rows[0].Visible = false;

                // hide print button
                //btnPrint.Visible = false;

                // hiden invoice number
                //pnlInvoiceNumber.Visible = false;
            }
            else
            {
                // edit invoice
                invoice = InvoiceManager.Get(invoiceID);

                // show print button
                //btnPrint.Visible = true;

                if (invoice != null && invoice.InvoiceDetail != null)
                {
                    txtInvoiceDate.Text = string.Format("{0:MM/dd/yyyy}", invoice.InvoiceDate);
                    txtDueDate.Text     = string.Format("{0:MM/dd/yyyy}", invoice.DueDate);

                    txtBillTo.Text         = invoice.BillToName;
                    txtBillToAddress1.Text = invoice.BillToAddress1;
                    txtBillToAddress2.Text = invoice.BillToAddress2;
                    txtBillToAddress3.Text = invoice.BillToAddress3;

                    // reference
                    txtReferenceNumber.Text = (invoice.InvoiceNumber ?? 0).ToString();

                    // show total
                    txtTotalAmount.Text = string.Format("{0:N2}", invoice.TotalAmount);


                    // sort line items by date
                    gvInvoiceLines.DataSource = invoice.InvoiceDetail.OrderBy(x => x.LineDate);

                    gvInvoiceLines.DataBind();

                    // show invoice numebr
                    //pnlInvoiceNumber.Visible = true;


                    txtInvoiceNumber.Text = string.Format("{0:N0}", invoice.InvoiceNumber ?? 0);
                }
            }


            bindInvoiceServices();
        }