static protected void exportClaimLog(LeadPolicy policy)
{
int leadID = (int)policy.LeadId;
int policyType = (int)policy.PolicyType;
string policyDescription = policy.LeadPolicyType != null ? policy.LeadPolicyType.Description : "";
List <LeadComment> policyComments = LeadCommentManager.getLeadCommentByLeadID(leadID, policyType);
if (policyComments == null || policyComments.Count == 0)
{
return;
}
// create table 2 cells
PdfPTable ptable = new PdfPTable(new float[] { 20, 80 });
ptable.WidthPercentage = 90;
addPolicyComments(ptable, policyComments, policyDescription);
doc.Add(ptable);
}
public void UpdateCarrierId(LeadPolicy objLeadPolicy)
{
LeadPolicy objLeadPolicy2 = DbContextHelper.DbContext.LeadPolicy.First(x => x.Id == objLeadPolicy.Id);
objLeadPolicy2.CarrierID = objLeadPolicy.CarrierID;
DbContextHelper.DbContext.SaveChanges();
}
public async Task <IActionResult> sendEmail([FromBody] LeadDebitVM debitNotePdf)
{
try
{
LeadPolicy leadPolicy = _context.LeadPolicies.Where(l => l.Id == Guid.Parse(debitNotePdf.leadPolicyId)).FirstOrDefault();
Client client = _context.Clients.Where(l => l.Id == leadPolicy.ClientId).FirstOrDefault();
string clientName = string.Empty;
string clientEmail = string.Empty;
string policyName = string.Empty;
string agentName = string.Empty;
string[] directorsEmails = new string[2];
if (client.Type == "Individual")
{
clientName = client.Title + " " + client.Name + " " + client.Surname;
}
else
{
clientName = client.Name;
}
clientEmail = client.Email;
var policyMasters = _context.PolicyClassMaster.ToList();
policyName = Util.GetPolicyName(policyMasters, leadPolicy.PolicyClassId);
var agent = _context.Users.Where(x => x.Id == leadPolicy.CreatedBy.ToString()).FirstOrDefault();
agentName = agent.FirstName + " " + agent.LastName;
var directors = await _context.CorporateDirectors.Where(x => x.ClientId == leadPolicy.ClientId && x.IsDeleted == false).ToListAsync();
if (directors != null && directors.Count() > 0)
{
directorsEmails[0] = directors[0].Email;
if (directors.Count() == 2)
{
directorsEmails[1] = directors[1].Email;
}
}
string message = StaticContent.DEBITNOTE_BODY_TEMPLATE.Replace("@reciever", clientName)
.Replace("@policyname", policyName)
.Replace("@agentname", agentName)
.Replace("@organization", agent.OrganisationName)
.Replace("@Greet", client.Type == "Individual" ? "Dear" : "M/s");
string debitnoteFile = debitNotePdf.debitNoteBase64.Replace("data:application/pdf;base64,", "");
await _emailSender.SendGridEmailWithAttachmentAsync(clientEmail, directorsEmails, StaticContent.DEBITNOTE_SUBJECT_TEMPLATE.Replace("@policyname", policyName), message, debitnoteFile, "DebitNote.pdf");
return(Json(new
{
msg = "Success"
}));
}
catch (Exception xe)
{
return(Json(new
{
msg = "Fail"
}));
}
}
static public LeadPolicy GetByID(int id)
{
LeadPolicy policy = null;
policy = (from x in DbContextHelper.DbContext.LeadPolicy
where x.Id == id
select x
).FirstOrDefault <LeadPolicy>();
return(policy);
}
static public int Save(LeadPolicy policy)
{
if (policy.Id == 0)
{
DbContextHelper.DbContext.Add(policy);
}
DbContextHelper.DbContext.SaveChanges();
return(policy.Id);
}
static public int Update(LeadPolicy policy)
{
LeadPolicy policy2 = DbContextHelper.DbContext.LeadPolicy.First(x => x.Id == policy.Id);
if (policy2 != null)
{
policy2.ApplyAcrossAllCoverage = policy.ApplyAcrossAllCoverage;
DbContextHelper.DbContext.SaveChanges();
}
return(policy.Id);
}
public int GetLeadPolicyId(int id)
{
LeadPolicy objLeadPolicy = null;
objLeadPolicy = (from clm in claimRulerDBContext.Claim
join leadpolicy in claimRulerDBContext.LeadPolicy on clm.PolicyID equals leadpolicy.Id
//join lead in claimRulerDBContext.LeadPolicy on leadpolicy.LeadId equals lead.LeadId
where clm.ClaimID == id
select leadpolicy
).FirstOrDefault();
return(objLeadPolicy.Id);
}
static protected void exportPhotos(LeadPolicy policy)
{
int leadID = (int)policy.LeadId;
int policyTypeID = (int)policy.PolicyType;
string policyDescription = policy.LeadPolicyType != null ? policy.LeadPolicyType.Description : "";
List <LeadsImage> images = LeadsUploadManager.getLeadsImageByLeadID(leadID, policyTypeID);
if (images == null || images.Count == 0)
{
return;
}
addPhotos(images, policyDescription);
}
static public LeadPolicy GetWithLeadCarrier(int id)
{
LeadPolicy policy = null;
policy = (from x in DbContextHelper.DbContext.LeadPolicy
.Include("StatusMaster")
.Include("SubStatusMaster")
.Include("LeadPolicyType")
.Include("Carrier")
.Include("Carrier.StateMaster")
.Include("Carrier.CityMaster")
.Include("Leads")
where x.Id == id
select x
).FirstOrDefault <LeadPolicy>();
return(policy);
}
static public void loadFieldValues(Claim claim)
{
Leads lead = claim.LeadPolicy.Leads;
LeadPolicy policy = claim.LeadPolicy;
Carrier carrier = policy.Carrier;
Client portal = portal = lead.Client;
PolicyLienholder lienHolder = policy.PolicyLienholder as PolicyLienholder;
//PolicyLienholder lienHolder = policy.PolicyLienholder as PolicyLienholder;
List <vw_ClaimLimit> limits = null;
limits = ClaimLimitManager.GetAll(claim.ClaimID, LimitType.LIMIT_TYPE_PROPERTY);
if (limits != null && limits.Count == 0)
{
limits = primePropertyLimits();
}
List <vw_ClaimLimit> limitsCasuality = ClaimLimitManager.GetAll(claim.ClaimID, LimitType.LIMIT_TYPE_CASUALTY);
if (limitsCasuality != null && limitsCasuality.Count == 0)
{
limitsCasuality = primeCasualtyLimits();
}
//decimal p= limits[0].Depreciation??0;
string policy_number = null;
string claim_number = null;
string insurance_company = null;
string insurance_address = null;
string insurance_address2 = null;
string insurance_city = null;
string insurance_state = null;
string insurance_zipcode = null;
string insurance_phone_number = null;
decimal recovDepreA = 0;
decimal recovDepreB = 0;
decimal recovDepreC = 0;
decimal recovDepreTotal = 0;
decimal nonRecovDepreA = 0;
decimal nonRecovDepreB = 0;
decimal nonRecovDepreC = 0;
decimal nonRecovDepreTotal = 0;
decimal deductibleA = 0;
decimal deductibleB = 0;
decimal deductibleC = 0;
decimal deductibleTotal = 0;
decimal limitA = 0;
decimal limitB = 0;
decimal limitC = 0;
decimal limitD = 0;
decimal limitE = 0;
decimal limitF = 0;
decimal lossAmountRCVA = 0;
decimal lossAmountRCVB = 0;
decimal lossAmountRCVC = 0;
decimal lossAmountRCVD = 0;
decimal totalLossAmountRCVAThruD = 0;
decimal lossAmountACVA = 0;
decimal lossAmountACVB = 0;
decimal lossAmountACVC = 0;
decimal lossAmountACVD = 0;
decimal lossAmountACVE = 0;
decimal lossAmountACVF = 0;
decimal totalLossAmountACVAThruD = 0;
decimal totalLossAmountACVEThruF = 0;
CityMaster cityMaster = null;
StateMaster stateMaster = null;
string loss_date = null;
string dateOpenReported = string.Empty;
string dateContacted = string.Empty;
string dateInspectionCompleted = string.Empty;
if (limits.Count >= 4)
{
recovDepreA = limits[0].Depreciation ?? 0;
recovDepreB = limits[1].Depreciation ?? 0;
recovDepreC = limits[2].Depreciation ?? 0;
recovDepreTotal = recovDepreA + recovDepreB + recovDepreC;
nonRecovDepreA = limits[0].NonRecoverableDepreciation ?? 0;
nonRecovDepreB = limits[1].NonRecoverableDepreciation ?? 0;
nonRecovDepreC = limits[2].NonRecoverableDepreciation ?? 0;
nonRecovDepreTotal = nonRecovDepreA + nonRecovDepreB + nonRecovDepreC;
deductibleA = limits[0].LimitDeductible ?? 0;
deductibleB = limits[1].LimitDeductible ?? 0;
deductibleC = limits[2].LimitDeductible ?? 0;
deductibleTotal = deductibleA + deductibleB + deductibleC;
limitA = limits[0].LimitAmount ?? 0;
limitB = limits[1].LimitAmount ?? 0;
limitC = limits[2].LimitAmount ?? 0;
limitD = limits[3].LimitAmount ?? 0;
lossAmountRCVA = limits[0].LossAmountRCV ?? 0;
lossAmountRCVB = limits[1].LossAmountRCV ?? 0;
lossAmountRCVC = limits[2].LossAmountRCV ?? 0;
lossAmountRCVD = limits[3].LossAmountRCV ?? 0;
totalLossAmountRCVAThruD = lossAmountRCVA + lossAmountRCVB + lossAmountRCVC + lossAmountRCVD;
lossAmountACVA = limits[0].LossAmountACV ?? 0;
lossAmountACVB = limits[1].LossAmountACV ?? 0;
lossAmountACVC = limits[2].LossAmountACV ?? 0;
lossAmountACVD = limits[3].LossAmountACV ?? 0;
totalLossAmountACVAThruD = lossAmountACVA + lossAmountACVB + lossAmountACVC + lossAmountACVD;
}
if (limitsCasuality.Count >= 2)
{
limitE = limitsCasuality[0].LimitAmount ?? 0;
limitF = limitsCasuality[1].LimitAmount ?? 0;
lossAmountACVE = limitsCasuality[0].LossAmountACV ?? 0;
lossAmountACVF = limitsCasuality[1].LossAmountACV ?? 0;
totalLossAmountACVEThruF = lossAmountACVE + lossAmountACVF;
}
// policy info
policy_number = policy.PolicyNumber;
if (carrier != null)
{
insurance_company = carrier.CarrierName;
insurance_address = carrier.AddressLine1;
insurance_address2 = carrier.AddressLine2;
cityMaster = carrier.CityMaster;
insurance_city = cityMaster == null ? "" : cityMaster.CityName;
stateMaster = carrier.StateMaster;
insurance_state = stateMaster == null ? "" : stateMaster.StateName;
insurance_zipcode = carrier.ZipCode;
}
// claim info
claim_number = claim.AdjusterClaimNumber;
if (claim.LossDate != null)
{
loss_date = string.Format("{0:MM-dd-yyyy}", claim.LossDate);
}
if (claim.DateOpenedReported != null)
{
dateOpenReported = string.Format("{0:MM-dd-yyyy}", claim.DateOpenedReported);
}
if (claim.DateContacted != null)
{
dateContacted = string.Format("{0:MM-dd-yyyy}", claim.DateContacted);
}
if (claim.DateInspectionCompleted != null)
{
dateInspectionCompleted = string.Format("{0:MM-dd-yyyy}", claim.DateInspectionCompleted);
}
// remove existing fields
mergeFields.Clear();
mergeFields.Add(new mergeField("TODAYS_DATE", DateTime.Now.ToShortDateString()));
mergeFields.Add(new mergeField("CLAIMANT_FIRST_NAME", lead.ClaimantFirstName));
mergeFields.Add(new mergeField("CLAIMANT_LAST_NAME", lead.ClaimantLastName));
/////
mergeFields.Add(new mergeField("LOSS_ADDRESS", lead.LossAddress));
mergeFields.Add(new mergeField("LOSS_ADDRESS 2", lead.LossAddress2));
mergeFields.Add(new mergeField("LOSS_STATE", lead.StateName));
mergeFields.Add(new mergeField("LOSS_CITY", lead.CityName));
mergeFields.Add(new mergeField("LOSS_ZIPCODE", lead.Zip));
/////
mergeFields.Add(new mergeField("CLAIMANT_MAILING_ADDRESS", lead.MailingAddress));
mergeFields.Add(new mergeField("CLAIMANT_MAILING_STATE", lead.MailingState));
mergeFields.Add(new mergeField("CLAIMANT_MAILING_CITY", lead.MailingCity));
mergeFields.Add(new mergeField("CLAIMANT_MAILING_ZIPCODE", lead.MailingZip));
mergeFields.Add(new mergeField("CLAIMANT_PHONE_NUMBER", lead.PhoneNumber));
mergeFields.Add(new mergeField("CLAIMANT_EMAIL", lead.EmailAddress));
mergeFields.Add(new mergeField("POLICY_NO", policy_number));
mergeFields.Add(new mergeField("CLAIM_NUMBER", claim_number));
mergeFields.Add(new mergeField("INSURANCE_CO", insurance_company));
mergeFields.Add(new mergeField("INSURANCE_ADDRESS", insurance_address));
mergeFields.Add(new mergeField("INSURANCE_ADDRESS2", insurance_address2));
mergeFields.Add(new mergeField("INSURANCE_CITY", insurance_city));
mergeFields.Add(new mergeField("INSURANCE_STATE", insurance_state));
mergeFields.Add(new mergeField("INSURANCE_ZIPCODE", insurance_zipcode));
mergeFields.Add(new mergeField("INSURANCE_PHONE", insurance_phone_number));
mergeFields.Add(new mergeField("HOMEOWNER_POLICY_NO", policy_number));
mergeFields.Add(new mergeField("COMMERCIAL_POLICY_NO", policy_number));
mergeFields.Add(new mergeField("FLOOD_POLICY_NO", policy_number));
mergeFields.Add(new mergeField("EARTHQUAKE_POLICY_NO", policy_number));
mergeFields.Add(new mergeField("HOMEOWNER_CLAIM_NUMBER", claim_number));
mergeFields.Add(new mergeField("COMMERCIAL_CLAIM_NUMBER", claim_number));
mergeFields.Add(new mergeField("FLOOD_CLAIM_NUMBER", claim_number));
mergeFields.Add(new mergeField("EARTHQUAKE_CLAIM_NUMBER", claim_number));
mergeFields.Add(new mergeField("HOMEOWNER_INSURANCE_CO", insurance_company));
mergeFields.Add(new mergeField("HOMEONWER_INSURANCE_ADDRESS", insurance_address));
mergeFields.Add(new mergeField("HOMEONWER_INSURANCE_ADDRESS2", insurance_address2));
mergeFields.Add(new mergeField("HOMEONWER_INSURANCE_CITY", insurance_city));
mergeFields.Add(new mergeField("HOMEONWER_INSURANCE_STATE", insurance_state));
mergeFields.Add(new mergeField("HOMEONWER_INSURANCE_ZIPCODE", insurance_zipcode));
mergeFields.Add(new mergeField("HOMEONWER_INSURANCE_PHONE", insurance_phone_number));
mergeFields.Add(new mergeField("COMMERCIAL_INSURANCE_CO", insurance_company));
mergeFields.Add(new mergeField("COMMERCIAL_INSURANCE_ADDRESS", insurance_address));
mergeFields.Add(new mergeField("COMMERCIAL_INSURANCE_CITY", insurance_city));
mergeFields.Add(new mergeField("COMMERCIAL_INSURANCE_STATE", insurance_state));
mergeFields.Add(new mergeField("COMMERCIAL_INSURANCE_ZIPCODE", insurance_zipcode));
mergeFields.Add(new mergeField("COMMERCIAL_INSURANCE_PHONE", insurance_phone_number));
mergeFields.Add(new mergeField("FLOOD_INSURANCE_CO", insurance_company));
mergeFields.Add(new mergeField("FLOOD_INSURANCE_ADDRESS", insurance_address));
mergeFields.Add(new mergeField("FLOOD_INSURANCE_CITY", insurance_city));
mergeFields.Add(new mergeField("FLOOD_INSURANCE_STATE", insurance_state));
mergeFields.Add(new mergeField("FLOOD_INSURANCE_ZIPCODE", insurance_zipcode));
mergeFields.Add(new mergeField("FLOOD_INSURANCE_PHONE", insurance_phone_number));
mergeFields.Add(new mergeField("EARTHQUAKE_INSURANCE_CO", insurance_company));
mergeFields.Add(new mergeField("EARTHQUAKE_INSURANCE_ADDRESS", insurance_address));
mergeFields.Add(new mergeField("EARTHQUAKE_INSURANCE_CITY", insurance_city));
mergeFields.Add(new mergeField("EARTHQUAKE_INSURANCE_STATE", insurance_state));
mergeFields.Add(new mergeField("EARTHQUAKE_INSURANCE_ZIPCODE", insurance_zipcode));
mergeFields.Add(new mergeField("EARTHQUAKE_INSURANCE_PHONE", insurance_phone_number));
mergeFields.Add(new mergeField("LOSS_DATE", loss_date));
if (!string.IsNullOrEmpty(claim.CauseOfLoss))
{
string[] causeOfLossDescriptions = TypeofDamageManager.GetDescriptions(claim.CauseOfLoss);
mergeFields.Add(new mergeField("DAMAGE_CAUSE", string.Join(",", causeOfLossDescriptions)));
}
if (portal != null)
{
mergeFields.Add(new mergeField("OFFICE_NAME", portal.BusinessName));
mergeFields.Add(new mergeField("FEDERAL_ID_NO", portal.FederalIDNo));
mergeFields.Add(new mergeField("OFFICE_ADDRESS", portal.StreetAddress1 ?? "" + " " + lead.Client.StreetAddress2 ?? ""));
mergeFields.Add(new mergeField("OFFICE_CITY", portal.CityMaster == null ? "" : lead.Client.CityMaster.CityName));
mergeFields.Add(new mergeField("OFFICE_STATE", portal.StateMaster == null ? "" : lead.Client.StateMaster.StateName));
if (portal.ZipCode != null)
{
mergeFields.Add(new mergeField("OFFICE_ZIPCODE", getZipCode(portal.ZipCode)));
}
}
///// ADD BY CHETU TEAM
mergeFields.Add(new mergeField("INSURED_NAME", lead.InsuredName));
mergeFields.Add(new mergeField("INSURER_CLAIM_NUMBER", claim.InsurerClaimNumber));
mergeFields.Add(new mergeField("ESTIMATOR_NAME", claim.AdjusterMaster.AdjusterName));
mergeFields.Add(new mergeField("ESTIMATOR_CELL_PHONE", claim.AdjusterMaster.PhoneNumber));
mergeFields.Add(new mergeField("ESTIMATOR_EMAIL", claim.AdjusterMaster.email));
mergeFields.Add(new mergeField("TYPE_OF_LOSS", claim.TypeofLoss));
string carrierExaminer = ClaimsManager.GetContactByContactID(claim.ManagerID ?? 0);
mergeFields.Add(new mergeField("CARRIER_EXAMINER", carrierExaminer));
mergeFields.Add(new mergeField("RECOVERABLEDEPRECIATION", Convert.ToString(claim.Depreciation)));
mergeFields.Add(new mergeField("NONRECOVERABLEDEPRECIATION", Convert.ToString(claim.NonRecoverableDepreciation)));
mergeFields.Add(new mergeField("MORTGAGEENAME", Convert.ToString(lienHolder.Mortgagee.MortageeName)));
mergeFields.Add(new mergeField("LOANNUMBER", Convert.ToString(lienHolder.LoanNumber)));
/////////////
mergeFields.Add(new mergeField("RECOVERABLEDEPRECIATION_A", Convert.ToString(recovDepreA)));
mergeFields.Add(new mergeField("RECOVERABLEDEPRECIATION_B", Convert.ToString(recovDepreB)));
mergeFields.Add(new mergeField("RECOVERABLEDEPRECIATION_C", Convert.ToString(recovDepreC)));
mergeFields.Add(new mergeField("RECOVERABLEDEPRECIATION_TOTAL", Convert.ToString(recovDepreTotal)));
mergeFields.Add(new mergeField("NONRECOVERABLEDEPRECIATION_A", Convert.ToString(nonRecovDepreA)));
mergeFields.Add(new mergeField("NONRECOVERABLEDEPRECIATION_B", Convert.ToString(nonRecovDepreB)));
mergeFields.Add(new mergeField("NONRECOVERABLEDEPRECIATION_C", Convert.ToString(nonRecovDepreC)));
mergeFields.Add(new mergeField("NONRECOVERABLEDEPRECIATION_Total", Convert.ToString(nonRecovDepreTotal)));
mergeFields.Add(new mergeField("DEDUCTIBLE_A", Convert.ToString(deductibleA)));
mergeFields.Add(new mergeField("DEDUCTIBLE_B", Convert.ToString(deductibleB)));
mergeFields.Add(new mergeField("DEDUCTIBLE_C", Convert.ToString(deductibleC)));
mergeFields.Add(new mergeField("DEDUCTIBLE_Total", Convert.ToString(deductibleTotal)));
mergeFields.Add(new mergeField("LIMIT_A", Convert.ToString(limitA)));
mergeFields.Add(new mergeField("LIMIT_B", Convert.ToString(limitB)));
mergeFields.Add(new mergeField("LIMIT_C", Convert.ToString(limitC)));
mergeFields.Add(new mergeField("LIMIT_D", Convert.ToString(limitD)));
mergeFields.Add(new mergeField("LOSSAMOUNT_RCV_A", Convert.ToString(lossAmountRCVA)));
mergeFields.Add(new mergeField("LOSSAMOUNT_RCV_B", Convert.ToString(lossAmountRCVB)));
mergeFields.Add(new mergeField("LOSSAMOUNT_RCV_C", Convert.ToString(lossAmountRCVC)));
mergeFields.Add(new mergeField("LOSSAMOUNT_RCV_D", Convert.ToString(lossAmountRCVD)));
mergeFields.Add(new mergeField("TOTAL_LOSS_AMOUNT_A_THRU_DRCV", Convert.ToString(totalLossAmountRCVAThruD)));
mergeFields.Add(new mergeField("LOSSAMOUNT_ACV_A", Convert.ToString(lossAmountACVA)));
mergeFields.Add(new mergeField("LOSSAMOUNT_ACV_B", Convert.ToString(lossAmountACVB)));
mergeFields.Add(new mergeField("LOSSAMOUNT_ACV_C", Convert.ToString(lossAmountACVC)));
mergeFields.Add(new mergeField("LOSSAMOUNT_ACV_D", Convert.ToString(lossAmountACVD)));
mergeFields.Add(new mergeField("TOTAL_LOSS_AMOUNT_A_THRU_DACV", Convert.ToString(totalLossAmountACVAThruD)));
mergeFields.Add(new mergeField("LOSSAMOUNT_ACV_E", Convert.ToString(lossAmountACVE)));
mergeFields.Add(new mergeField("LOSSAMOUNT_ACV_F", Convert.ToString(lossAmountACVF)));
mergeFields.Add(new mergeField("TOTAL_LOSS_AMOUNT_E_THRU_FACV", Convert.ToString(totalLossAmountACVAThruD)));
mergeFields.Add(new mergeField("DATEOPEN_REPORTED", dateOpenReported));
mergeFields.Add(new mergeField("DATE_CONTACTED", dateContacted));
mergeFields.Add(new mergeField("DATE_INSPECTION_COMPLETED", dateInspectionCompleted));
mergeFields.Add(new mergeField("EFFECTIVE_DATE", ""));
mergeFields.Add(new mergeField("EXPIRY_DATE", ""));
// build field name arrays
fieldNames = mergeFields.Select(x => x.fieldName).ToArray();
// build field value arrays
fieldValues = mergeFields.Select(x => x.fieldValue).ToArray();
}
static protected void exportCoverage(LeadPolicy policy)
{
string coverageHeder = string.Empty;
int policyTypeID = (int)policy.PolicyType;
LeadPolicyType policyType = null;
// create header
policyType = LeadPolicyTypeManager.Get(policyTypeID);
if (policyType != null)
{
coverageHeder = policyType.Description + " - Coverages";
}
doc.NewPage();
PdfPTable tblHeader = new PdfPTable(new float[] { 30, 60 });
tblHeader.WidthPercentage = 90;
PdfPCell headerCell = new PdfPCell(new Phrase(coverageHeder));
headerCell.Colspan = 2;
headerCell.HorizontalAlignment = PdfPCell.ALIGN_CENTER;
tblHeader.AddCell(headerCell);
doc.Add(tblHeader);
PdfPTable ptable = new PdfPTable(new float[] { 30, 60 });
string typeDescripion = "";
string cityName = null;
string stateName = null;
string zipCode = null;
string inspectionCompleted = null;
//foreach (LeadPolicy policy in policies) {
if (!string.IsNullOrEmpty(policy.InsuranceCompanyName))
{
addTableCell(ptable, "Insurance Type");
if (policy.PolicyType != null)
{
typeDescripion = policy.LeadPolicyType.Description;
}
addTableCell(ptable, typeDescripion);
addTableCell(ptable, "Insurance Company");
addTableCell(ptable, policy.InsuranceCompanyName);
addTableCell(ptable, "Address");
addTableCell(ptable, policy.InsuranceAddress ?? " ");
addTableCell(ptable, " ");
cityName = policy.CityMaster == null ? " " : policy.CityMaster.CityName;
stateName = policy.StateMaster == null ? " " : policy.StateMaster.StateCode;
zipCode = policy.InsuranceZipCode ?? " ";
addTableCell(ptable, cityName + " " + stateName + " " + zipCode);
addTableCell(ptable, "Policy Number");
addTableCell(ptable, policy.PolicyNumber ?? " ");
//addTableCell(ptable, "Claim Number");
//addTableCell(ptable, policy.ClaimNumber ?? " ");
//addTableCell(ptable, "Status");
//addTableCell(ptable, policy.StateMaster == null ? " " : policy.StateMaster.StateName);
//addTableCell(ptable, "SubStatus");
//addTableCell(ptable, policy.SubStatusMaster == null ? " " : policy.SubStatusMaster.SubStatusName);
//addTableCell(ptable, "Site Survey Date");
//addTableCell(ptable, policy.SiteSurveyDate == null ? " " : Convert.ToDateTime(policy.SiteSurveyDate).ToShortDateString());
//addTableCell(ptable, "Site Inspection Complete");
//if (policy.SiteInspectionCompleted == null)
// inspectionCompleted = "No";
//else
// inspectionCompleted = policy.SiteInspectionCompleted == 1 ? "Yes" : "No";
addTableCell(ptable, inspectionCompleted);
// blank row
addTableCell(ptable, " ");
addTableCell(ptable, " ");
}
//}
doc.Add(ptable);
}
static public string exportLead(ExportParameter exportParamaters, int claimID)
{
string finalReportPath = null;
//tempPath = path;
Claim claim = null;
Leads lead = null;
LeadPolicy policy = null;
claim = ClaimsManager.Get(claimID);
lead = claim.LeadPolicy.Leads;
policy = claim.LeadPolicy;
// fully qualified path
//string reportPath = HttpContext.Current.Server.MapPath(string.Format("~/Temp/{0}.pdf", Guid.NewGuid().ToString()));
string reportPath = HttpContext.Current.Server.MapPath(string.Format("~/Temp/ClaimReport_{0}_{1}_{2:yyyyMMddhhmmss}.pdf", lead.insuredName.Replace(" ", "_"), claim.InsurerClaimNumber, DateTime.Now));
doc = new Document(iTextSharp.text.PageSize.LETTER, 25, 25, 25, 25);
PdfWriter w = PdfWriter.GetInstance(doc, new FileStream(reportPath, FileMode.Create));
Rectangle rect = new Rectangle(iTextSharp.text.PageSize.LETTER.Width, iTextSharp.text.PageSize.LETTER.Height);
rect.BackgroundColor = BaseColor.WHITE;
doc.SetPageSize(rect);
doc.Open();
setClientLogoHeader(lead.Client);
if (exportParamaters.isAll)
{
exportDemographics(lead, claim);
exportCoverage(policy);
exportClaimLog(policy);
exportPhotos(policy);
}
else
{
exportDemographics(lead, claim);
if (exportParamaters.isCoverage)
{
exportCoverage(policy);
}
if (exportParamaters.isClaimLogo)
{
// legacy comments
exportClaimLog(policy);
exportClaimLog(claimID, claim.AdjusterClaimNumber);
}
if (exportParamaters.isPhotos)
{
// legacy
exportPhotos(policy);
exportPhotos(claimID, claim.AdjusterClaimNumber);
}
}
doc.Close();
// include any pdf documents uploaded
if (exportParamaters.isAll || exportParamaters.isDocuments)
{
string reportMergePath = HttpContext.Current.Server.MapPath(string.Format("~/Temp/ClaimReport_{0}_{1}_{2:yyyyMMddhhmmss}.pdf", lead.insuredName.Replace(" ", "_"), claim.AdjusterClaimNumber, DateTime.Now.AddMinutes(1)));
finalReportPath = mergeDocuments(reportPath, reportMergePath, lead.LeadId, claimID);
}
else
{
finalReportPath = reportPath;
}
return(finalReportPath);
}
public async Task <ActionResult> GetLeadPolicyData(Guid?lid)
{
var userId = User.FindFirst(ClaimTypes.NameIdentifier).Value;
var orgId = _context.Users.Where(x => x.Id == userId).FirstOrDefault().OrganisationId;
var leadDebitVM = new LeadDebitVM();
LeadPolicy leadPolicy = _context.LeadPolicies.Where(l => l.Id == lid).FirstOrDefault();
Client client = _context.Clients.Where(c => c.Id == leadPolicy.ClientId).FirstOrDefault();
Branch branch = _context.Branches.Where(b => b.OrganisationId == orgId).FirstOrDefault();
Organisation organisation = _context.Organisations.Where(o => o.Id == orgId).FirstOrDefault();
var leadPaymentDetail = _context.LeadPaymentDetails.Where(d => d.DebitNoteId == leadPolicy.DebitNoteId).FirstOrDefault();
var insurerId = _context.InsurerMasters.Where(i => i.Id == leadPolicy.InsurerMasterId).FirstOrDefault().GlobalInsurerId;
var policyMasters = _context.PolicyClassMaster.ToList();
leadDebitVM.leadPolicy = leadPolicy;
leadDebitVM.addresss = organisation.Address;
leadDebitVM.organisationName = organisation.OrganisationName;
leadDebitVM.amountReceived = "";
leadDebitVM.city = organisation.City;
leadDebitVM.currency = "";
leadDebitVM.customerAddress = client.Address;
leadDebitVM.clientId = client.Id.ToString();
leadDebitVM.email = organisation.Email;
leadDebitVM.endorsementNo = "";
leadDebitVM.leadPolicy = leadPolicy;
leadDebitVM.paymentMode = "";
leadDebitVM.phone = organisation.PhoneNumber;
leadDebitVM.policyName = Util.GetPolicyName(policyMasters, leadPolicy.PolicyClassId);
if (string.IsNullOrEmpty(leadDebitVM.leadPolicy.PolicyNo))
{
leadDebitVM.policyNo = "TBA";
}
else
{
leadDebitVM.policyNo = leadDebitVM.leadPolicy.PolicyNo;
}
leadDebitVM.riskType = "";
leadDebitVM.transcationType = "";
leadDebitVM.branchName = branch.BranchName;
leadDebitVM.customerNo = client.ClientCode.ToString();
leadDebitVM.insurerName = Util.GetInsurerName(_context, insurerId);
leadDebitVM.imageUrl = Util.GetImageUrl(organisation.ImageUrl);
leadDebitVM.Client = client;
var leadPolicyDebitNote = new LeadPolicyDebitNote();
leadDebitVM.isNew = false;
if (leadPolicy.DebitNoteId == null || leadPolicy.DebitNoteId == Guid.Empty)
{
leadPolicyDebitNote.PolicyNo = leadPolicy.PolicyNo;
leadPolicyDebitNote.EndorsementNo = leadPolicy.EndorsementNo;
leadPolicyDebitNote.ID = Guid.NewGuid();
leadPolicyDebitNote.CreatedBy = Guid.Parse(userId);
leadPolicyDebitNote.ModifiedBy = Guid.Parse(userId);
leadPolicyDebitNote.LeadId = leadPolicy.Id;
leadPolicyDebitNote.OrganisationId = orgId;
_context.Add(leadPolicyDebitNote);
leadPolicy.DebitNoteId = leadPolicyDebitNote.ID;
_context.Update(leadPolicy);
try
{
await _context.SaveChangesAsync();
}
catch (Exception ex)
{
}
leadDebitVM.isNew = true;
StatusMessage = StaticContent.DEBITNOTE_GENERATE_SUCCESS_MSG;
ViewData["StatusMessage"] = StatusMessage;
}
leadDebitVM.leadPolicyDebitNote = _context.LeadPolicyDebitNotes.Where(l => l.ID == leadPolicy.DebitNoteId).OrderByDescending(a => a.DateCreated).SingleOrDefault();
leadDebitVM.preparedBy = _context.Users.Where(x => x.Id == leadDebitVM.leadPolicyDebitNote.CreatedBy.ToString()).FirstOrDefault().FirstName;
return(PartialView("DebitNotePartial", leadDebitVM));
}
public static int Update(LeadPolicy policy)
{
LeadPolicy policy2 = DbContextHelper.DbContext.LeadPolicy.First(x=>x.Id==policy.Id);
if (policy2!=null)
{
policy2.ApplyAcrossAllCoverage = policy.ApplyAcrossAllCoverage;
DbContextHelper.DbContext.SaveChanges();
}
return policy.Id;
}
public static int Save(LeadPolicy policy)
{
if (policy.Id == 0) {
DbContextHelper.DbContext.Add(policy);
}
DbContextHelper.DbContext.SaveChanges();
return policy.Id;
}
static public List <InvoiceView> GetInvoiceForReport(int invoiceID)
{
InvoiceView invoice = null;
List <InvoiceView> invoices = new List <InvoiceView>();
Invoice claimInvoice = null;
Client client = null;
LeadPolicy policy = null;
Leads lead = null;
ZipCodeMaster zipCodeMaster = null;
//ClaimService mActivity = null;
claimInvoice = (from x in DbContextHelper.DbContext
.Invoice
.Include("InvoiceDetail")
.Include("InvoiceDetail.InvoiceServiceType")
.Include("InvoiceDetail.InvoiceServiceType.InvoiceServiceUnit")
.Include("Claim")
.Include("Claim.LeadPolicy.Leads.Client")
.Include("Claim.LeadPolicy.Leads.Client.StateMaster")
.Include("Claim.LeadPolicy.Leads.Client.CityMaster")
.Include("Claim.LeadPolicy")
.Include("Claim.LeadPolicy.LeadPolicyType")
.Include("Claim.ClaimService")
where x.InvoiceID == invoiceID
select x
).FirstOrDefault <Invoice>();
if (claimInvoice != null)
{
invoice = new InvoiceView();
invoice.invoiceID = claimInvoice.InvoiceID;
invoice.invoiceDate = (DateTime)claimInvoice.InvoiceDate;
invoice.dueDate = claimInvoice.DueDate == null ? DateTime.Now : (DateTime)claimInvoice.DueDate;
invoice.invoiceNumber = (int)(claimInvoice.InvoiceNumber ?? 0);
invoice.billTo = claimInvoice.BillToName;
invoice.billToAddress1 = claimInvoice.BillToAddress1;
invoice.billToAddress2 = claimInvoice.BillToAddress2;
invoice.billToAddress3 = claimInvoice.BillToAddress3;
invoice.totalAmount = claimInvoice.TotalAmount ?? 0;
//invoice.activity = claimInvoice.Claim.ClaimService NEW OC 9/30/14
//invoice.adjusterInvoiceNumber = claimInvoice.AdjusterInvoiceNumber;
// get policy type associated with invoice
//claimInvoice.Lead.LeadPolicies.FirstOrDefault(x => x.PolicyType == claimInvoice.PolicyTypeID);
//mActivity = claimInvoice.Claim.ClaimService.FirstOrDefault();
//invoice.activity = mActivity.Activity;
policy = claimInvoice.Claim.LeadPolicy;
if (policy != null)
{
invoice.policyType = policy.LeadPolicyType == null ? "" : policy.LeadPolicyType.Description;
invoice.policyNumber = policy.PolicyNumber;
lead = policy.Leads;
}
invoice.claimNumber = claimInvoice.Claim.AdjusterClaimNumber;
invoice.insurerFileNo = claimInvoice.Claim.InsurerClaimNumber;
invoice.adjusterInvoiceNumber = claimInvoice.InvoiceNumber.ToString();
if (lead != null)
{
invoice.claimantName = lead.InsuredName;//policyHolderName; OC 9/30/14
invoice.claimantAddress1 = lead.LossAddress;
invoice.claimantAddress2 = lead.LossAddress2;
invoice.claimantAddress3 = string.Format("{0}, {1} {2}",
lead.CityName ?? "",
lead.StateName ?? "",
lead.Zip ?? "");
client = lead.Client;
}
invoice.taxRate = claimInvoice.TaxRate;
if (claimInvoice.Claim.LossDate != null)
{
invoice.claimDate = (DateTime)claimInvoice.Claim.LossDate;
}
invoice.invoiceLines = claimInvoice.InvoiceDetail.ToList();
// add sales tax
if (invoice.taxRate > 0)
{
InvoiceDetail invoiceTaxLine = new InvoiceDetail();
invoiceTaxLine.InvoiceID = invoice.invoiceID;
invoiceTaxLine.LineDescription = "Sales Tax";
//invoiceTaxLine.isBillable = true;
invoiceTaxLine.LineAmount = invoice.totalAmount * (invoice.taxRate / 100);
invoiceTaxLine.Activity = invoice.activity;
invoice.invoiceLines.Add(invoiceTaxLine);
}
if (client != null)
{
client = lead.Client;
invoice.clientName = client.BusinessName;
invoice.clientAddress1 = client.StreetAddress1;
invoice.clientAddress2 = client.StreetAddress2;
string stateName = client.StateMaster != null ? client.StateMaster.StateCode : "";
string cityName = client.CityMaster != null ? client.CityMaster.CityName : "";
string zipCode = client.ZipCode ?? "";
// this is badly designed.
if (!string.IsNullOrEmpty(zipCode))
{
zipCodeMaster = ZipCode.Get(zipCode);
if (zipCodeMaster != null)
{
zipCode = zipCodeMaster.ZipCode;
}
}
invoice.clientAddress3 = cityName + ", " + stateName + " " + zipCode;
invoice.clientPhone = client.PrimaryPhoneNo;
invoice.clientFax = client.SecondaryPhoneNo;
invoice.clientEmail = client.PrimaryEmailId;
invoice.federalIDNo = client.FederalIDNo;
invoice.logoPath = string.Format("{0}/ClientLogo/{1}.jpg", ConfigurationManager.AppSettings["appURL"].ToString(), client.ClientId);
}
else
{
invoice.logoPath = ConfigurationManager.AppSettings["appURL"].ToString() + "/images/claim_ruler_logo.jpg";
invoice.clientName = "Claim Ruler Demo";
invoice.clientAddress1 = "400 East Las Olas Blvd";
invoice.clientAddress2 = "Suite 404";
invoice.clientAddress3 = "Ft. Lauderdale, FL 33301";
invoice.clientPhone = "999-999-9999";
invoice.clientFax = "999-999-9999";
invoice.clientEmail = "*****@*****.**";
invoice.federalIDNo = "99999999";
}
invoices.Add(invoice);
}
return(invoices);
}
