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 bindHistoricalComments()
{
int leadID = Core.SessionHelper.getLeadId();
Data.Entities.LeadPolicy policy = LeadPolicyManager.GetByID(this.policyID);
if (policy != null && policy.PolicyType != null)
{
List <LeadComment> historicalComments = LeadCommentManager.getLeadCommentByLeadID(leadID, (int)policy.PolicyType);
gvHistoricalComments.DataSource = historicalComments;
gvHistoricalComments.DataBind();
}
}
public void bindData(int claimID)
{
adsource.PageSize = 10;
adsource.AllowPaging = true;
pos = Convert.ToInt32(ViewState["vs"]);
Data.Entities.LeadPolicy policy = LeadPolicyManager.Get(this.policyID);
if (policy != null)
{
ViewState["policyTypeID"] = policy.PolicyType.ToString();
ViewState["vs"] = ViewState["pageIndex"] == null ? "0" : ViewState["pageIndex"].ToString();
pos = Convert.ToInt32(ViewState["vs"]);
Session["pageIndex"] = null;
FillImage(this.leadID);
}
}
protected void gvPolicyList_RowCommand(object sender, GridViewCommandEventArgs e)
{
int id = 0;
switch (e.CommandName)
{
case "DoEdit":
case "DoView":
Session["policyID"] = e.CommandArgument;
Response.Redirect("~/Protected/LeadPolicyEdit.aspx");
break;
case "DoDelete":
id = Convert.ToInt32(e.CommandArgument);
try {
Data.Entities.LeadPolicy policy = LeadPolicyManager.Get(id);
if (policy != null)
{
policy.IsActive = false;
LeadPolicyManager.Save(policy);
// refresh policy list
gvPolicyList.DataBind();
}
}
catch (Exception ex) {
Core.EmailHelper.emailError(ex);
}
break;
default:
break;
}
}
// 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 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();
}
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 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);
}
}
private void saveInvoice()
{
string[] billToValues = null;
int clientID = 0;
int invoiceID = 0;
int InvoiceLineID = 0;
Data.Entities.LeadInvoice invoice = null;
CRM.Data.Entities.LeadPolicy policy = null;
LeadInvoiceDetail invoiceDetailLine = null;
LeadInvoiceDetail 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 Data.Entities.LeadInvoice();
// get id for current lead
invoice.LeadId = Core.SessionHelper.getLeadId();
invoice.isVoid = false;
// assign client
invoice.ClientID = clientID;
// hide print button
//btnPrint.Visible = false;
}
else
{
invoice = LeadInvoiceManager.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 = LeadInvoiceManager.GetNextInvoiceNumber(clientID);
invoice.InvoiceNumber = nextInvoiceNumber;
}
invoiceID = LeadInvoiceManager.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 = LeadInvoiceDetailManager.Get(InvoiceLineID);
}
else
{
invoiceDetail = new LeadInvoiceDetail();
}
// 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
LeadInvoiceDetailManager.Save(invoiceDetail);
// clear
ViewState["InvoiceLineID"] = "0";
// update invoice total after adding
invoice = LeadInvoiceManager.Get(invoiceID);
invoice.TotalAmount = invoice.LeadInvoiceDetail.Where(x => x.isBillable == true).Sum(x => x.LineAmount);
taxAmount = (invoice.TotalAmount ?? 0) * ((invoice.TaxRate ?? 0) / 100);
//invoice.TotalAmount = invoice.TotalAmount + taxAmount;
LeadInvoiceManager.Save(invoice);
// update comment
updateInvoiceComment(invoice, invoiceDetail);
}
}
// complete transaction
scope.Complete();
}
// refresh invoice detail lines
bindInvoiceDetails(invoiceID);
clearFields();
showToolbarButtons();
}
catch (Exception ex) {
lblMessage.Text = "Error while saving invoice.";
lblMessage.CssClass = "error";
Core.EmailHelper.emailError(ex);
}
}
protected void gv_RowDataBound(object sender, GridViewRowEventArgs e)
{
if (e.Row.RowType == DataControlRowType.Footer)
{
Label lblCommissionTotal = e.Row.FindControl("lblCommissionTotal") as Label;
lblCommissionTotal.Text = string.Format("{0:N2}", totalCommission);
Label lblTotalExpenses = e.Row.FindControl("lblTotalExpenses") as Label;
lblTotalExpenses.Text = string.Format("{0:N2}", totalExpenses);
Label lblAdjusterNet = e.Row.FindControl("lblAdjusterNet") as Label;
lblAdjusterNet.Text = string.Format("{0:N2}", totalNetAdjuster);
Label lblInvoiceTotal = e.Row.FindControl("lblInvoiceTotal") as Label;
lblInvoiceTotal.Text = string.Format("{0:N2}", totalInvoice);
}
else if (e.Row.RowType == DataControlRowType.DataRow)
{
ImageButton btnEdit = e.Row.FindControl("btnEdit") as ImageButton;
Label lblTotalAmount = e.Row.FindControl("lblTotalAmount") as Label;
List <CRM.Data.Entities.LeadPolicy> policies = null;
string claimNumber = null;
int policyTypeID = 0;
ImageButton btnPrint = e.Row.FindControl("btnPrint") as ImageButton;
Ledger ledger = e.Row.DataItem as Ledger;
totalCommission += ledger.CommissionTotal ?? 0;
totalExpenses += ledger.TotalExpenses ?? 0;
totalNetAdjuster += ledger.AdjusterNet ?? 0;
totalInvoice += ledger.InvoiceTotal ?? 0;
//adjusterNet = (ledger.LeadInvoice.TotalAmount ?? 0 ) - (ledger.TotalExpenses ?? 0);
//Label lblAdjusterNet = e.Row.FindControl("lblAdjusterNet") as Label;
//lblAdjusterNet.Text = string.Format("{0:N2}", adjusterNet);
//HyperLink hlink = e.Row.FindControl("lnlEditAdjuster") as HyperLink;
//hlink.NavigateUrl = "~/Protected/Admin/AdjusterEdit.aspx?id=" + ledger.AdjusterID.ToString();
policies = LeadPolicyManager.GetPolicies((int)ledger.LeadInvoice.LeadId);
if (policies != null)
{
policyTypeID = ledger.LeadInvoice.PolicyTypeID ?? 0;
claimNumber = (from x in policies
where x.PolicyType == policyTypeID
select x.ClaimNumber).FirstOrDefault();
if (claimNumber != null)
{
Label lblClaimNumber = e.Row.FindControl("lblClaimNumber") as Label;
lblClaimNumber.Text = claimNumber;
}
}
if (btnEdit != null && ledger != null)
{
//btnEdit.Attributes["onclick"] = string.Format("javascript:return editInvoice({0});", invoice.InvoiceID);
btnEdit.PostBackUrl = string.Format("~/Protected/Admin/LeadInvoice.aspx?id={0}", ledger.InvoiceID);
}
if (btnPrint != null && ledger != null)
{
btnPrint.Attributes["onclick"] = string.Format("javascript:return printInvoice({0});", ledger.InvoiceID);
}
}
}
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 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();
}
