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();
}
//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();
}
