public static LeadSourceMaster Save(LeadSourceMaster objleadSource) { if (objleadSource.LeadSourceId == 0) { //objProducer.InsertBy = Convert.ToInt32(HttpContext.Current.User.Identity.Name); objleadSource.InsertDate = DateTime.Now; objleadSource.InsertMachineInfo = HttpContext.Current.Request.ServerVariables["REMOTE_ADDR"].ToString(); DbContextHelper.DbContext.Add(objleadSource); } //secUser.UpdatedBy = Convert.ToInt32(HttpContext.Current.User.Identity.Name); objleadSource.UpdateMachineIfo = HttpContext.Current.Request.ServerVariables["REMOTE_ADDR"].ToString(); objleadSource.UpdateDate = DateTime.Now; DbContextHelper.DbContext.SaveChanges(); return(objleadSource); }
protected void btnSave_Click(object sender, EventArgs e) { lblError.Text = string.Empty; lblError.Visible = false; lblSave.Text = string.Empty; lblSave.Visible = false; lblMessage.Visible = false; lblMessage.Text = string.Empty; int clientID = Core.SessionHelper.getClientId(); try { using (TransactionScope scope = new TransactionScope()) { bool exists = LeadSourceManager.IsExist(txtLeadSource.Text.Trim(), Convert.ToInt32(hdId.Value)); if (exists) { lblMessage.Text = "Lead Source already exists!"; lblMessage.Visible = true; txtLeadSource.Focus(); return; } LeadSourceMaster lSource = LeadSourceManager.GetLeadSourceId(Convert.ToInt32(hdId.Value)); lSource.LeadSourceName = txtLeadSource.Text; lSource.ClientId = clientID; lSource.Status = true; LeadSourceManager.Save(lSource); lblSave.Text = hdId.Value == "0" ? "Lead Source saved successfully." : "Lead Source updated successfully."; btnCancel_Click(null, null); lblSave.Visible = true; scope.Complete(); } clearFields(); } catch (Exception ex) { lblError.Visible = true; lblError.Text = "Lead Source not saved!"; Core.EmailHelper.emailError(ex); } }
private void copyLeadSource(int sourceClientID, int targetClientID, int userID) { List <LeadSourceMaster> sources = LeadSourceManager.GetAll(sourceClientID); LeadSourceMaster newSource = null; if (sources != null) { foreach (LeadSourceMaster source in sources) { newSource = new LeadSourceMaster(); newSource.ClientId = targetClientID; newSource.InsertBy = userID; newSource.InsertDate = DateTime.Now; newSource.LeadSourceName = source.LeadSourceName; newSource.Status = source.Status; LeadSourceManager.Save(newSource); } } }
protected void gv_RowCommand(object sender, GridViewCommandEventArgs e) { lblError.Text = string.Empty; lblSave.Text = string.Empty; lblMessage.Text = string.Empty; lblMessage.Visible = false; lblError.Visible = false; lblSave.Visible = false; if (e.CommandName.Equals("DoEdit")) { int leadSourceId = Convert.ToInt32(e.CommandArgument); hdId.Value = leadSourceId.ToString(); LeadSourceMaster leadSource = LeadSourceManager.GetLeadSourceId(leadSourceId); if (leadSource != null) { txtLeadSource.Text = leadSource.LeadSourceName; } } else if (e.CommandName.Equals("DoDelete")) { // In Case of delete try { var lSource = LeadSourceManager.GetLeadSourceId(Convert.ToInt32(e.CommandArgument)); lSource.Status = false; LeadSourceManager.Save(lSource); btnCancel_Click(null, null); lblSave.Text = "Lead Source deleted successfully."; lblSave.Visible = true; } catch (Exception ex) { lblError.Text = "Lead Source not deleted!"; lblError.Visible = true; Core.EmailHelper.emailError(ex); } } }
private void copyLeadSource(int sourceClientID, int targetClientID, int userID) { List<LeadSourceMaster> sources = LeadSourceManager.GetAll(sourceClientID); LeadSourceMaster newSource = null; if (sources != null) { foreach(LeadSourceMaster source in sources){ newSource = new LeadSourceMaster(); newSource.ClientId = targetClientID; newSource.InsertBy = userID; newSource.InsertDate = DateTime.Now; newSource.LeadSourceName = source.LeadSourceName; newSource.Status = source.Status; LeadSourceManager.Save(newSource); } } }
protected void UploadTemplate1() { // original format designed by Vivek int adjusterID = 0; lblSave.Text = string.Empty; lblSave.Visible = false; lblError.Text = string.Empty; lblError.Visible = false; lblMessage.Text = string.Empty; lblMessage.Visible = false; // 2013-02-09 tortega -- Added data validation prior to import. File is not aborted in the event of incorrect data. string str = null; int clientID = Core.SessionHelper.getClientId(); // assume homeowner int policyType = 1; DateTime DateSubmitted = DateTime.Now; try { if (FileUpload1.HasFile) { string ext = System.IO.Path.GetExtension(FileUpload1.PostedFile.FileName); string ActualFileName = FileUpload1.PostedFile.FileName.Substring(FileUpload1.PostedFile.FileName.LastIndexOf(@"\") + 1); string FileNameWithoutExt = ActualFileName.Replace(ext, ""); if (ext == ".csv") { if (!Directory.Exists(Server.MapPath("~//CSVLoad//"))) { Directory.CreateDirectory(Server.MapPath("~//CSVLoad//")); } FileUpload1.SaveAs(Server.MapPath("~//CSVLoad//" + FileUpload1.FileName)); DataTable table = CSVReader.ReadCSVFile(Server.MapPath("~//CSVLoad//" + FileUpload1.FileName), true); using (TransactionScope scope = new TransactionScope()) { Leads objLead = null; for (int i = 0; i < table.Rows.Count; i++) { objLead = new Leads(); objLead.OriginalLeadDate = DateTime.Now; objLead.UserId = Convert.ToInt32(Session["UserId"]); if (table.Rows[i]["DateSubmitted"] != string.Empty) { DateTime.TryParse(table.Rows[i]["DateSubmitted"].ToString(), out DateSubmitted); objLead.DateSubmitted = DateSubmitted; } str = table.Rows[i]["LFUUID"].ToString(); if (str.Length > 50) objLead.LFUUID = table.Rows[i]["LFUUID"].ToString().Substring(0, 50); else objLead.LFUUID = table.Rows[i]["LFUUID"].ToString(); if (table.Rows[i]["Original Lead Date"] != string.Empty) { objLead.OriginalLeadDate = Convert.ToDateTime(table.Rows[i]["Original Lead Date"]); } if (table.Rows[i]["Last Name"] != string.Empty) { str = table.Rows[i]["Last Name"].ToString(); if (str.Length > 50) objLead.ClaimantLastName = table.Rows[i]["Last Name"].ToString().Substring(0, 50); else objLead.ClaimantLastName = table.Rows[i]["Last Name"].ToString(); } if (table.Rows[i]["First Name"] != string.Empty) { str = table.Rows[i]["First Name"].ToString(); if (str.Length > 50) objLead.ClaimantFirstName = table.Rows[i]["First Name"].ToString().Substring(0, 50); else objLead.ClaimantFirstName = table.Rows[i]["First Name"].ToString(); } if (table.Rows[i]["Email Address"] != string.Empty) { str = table.Rows[i]["Email Address"].ToString(); if (str.Length > 100) objLead.EmailAddress = str.Substring(0, 100); else objLead.EmailAddress = str; } if (table.Rows[i]["Secondary Email"] != string.Empty) { str = table.Rows[i]["Secondary Email"].ToString(); if (str.Length > 100) objLead.SecondaryEmail = str.Substring(0, 100); else objLead.SecondaryEmail = str; } if (table.Rows[i]["Adjuster"] != string.Empty) { string adjusterName = table.Rows[i]["Adjuster"].ToString(); AdjusterMaster adjuster = null; if (!string.IsNullOrEmpty(adjusterName)) { adjuster = AdjusterManager.GetByAdjusterName(adjusterName.Trim()); if (adjuster.AdjusterId == 0) { // add adjuster adjuster = new AdjusterMaster(); adjuster.Status = true; adjuster.AdjusterName = adjusterName.Trim(); adjuster.ClientId = clientID; adjuster.InsertBy = objLead.UserId; adjuster.InsertDate = DateTime.Now; adjuster.isEmailNotification = true; adjuster = AdjusterManager.Save(adjuster); } adjusterID = adjuster.AdjusterId; } } if (table.Rows[i]["Lead Source"] != string.Empty) { string sourceName = table.Rows[i]["Lead Source"].ToString(); var id = LeadSourceManager.GetByLeadSourceName(sourceName); if (id.LeadSourceId > 0) objLead.LeadSource = id.LeadSourceId; else { // add source LeadSourceMaster leadSource = new LeadSourceMaster(); if (clientID > 0) leadSource.ClientId = clientID; leadSource.InsertBy = Core.SessionHelper.getUserId(); leadSource.InsertDate = DateTime.Now; leadSource.LeadSourceName = sourceName.Length > 100 ? sourceName.Substring(0, 100) : sourceName; leadSource.Status = true; LeadSourceMaster newLeadSource = LeadSourceManager.Save(leadSource); objLead.LeadSource = newLeadSource.LeadSourceId; } } if (table.Rows[i]["Primary Producer"] != string.Empty) { var id = ProducerManager.GetByProducerName(table.Rows[i]["Primary Producer"].ToString()); if (id != null && id.ProducerId > 0) objLead.PrimaryProducerId = id.ProducerId; else { ProducerMaster producer = AddProducer(objLead, table.Rows[i]["Primary Producer"].ToString()); objLead.PrimaryProducerId = producer.ProducerId; } } if (table.Rows[i]["Secondary Producer"] != string.Empty) { var id = SecondaryProducerManager.GetBySecondaryProducerName(table.Rows[i]["Secondary Producer"].ToString()); if (id != null && id.SecondaryProduceId > 0) objLead.SecondaryProducerId = id.SecondaryProduceId; else { ProducerMaster producer = AddProducer(objLead, table.Rows[i]["Secondary Producer"].ToString()); objLead.SecondaryProducerId = producer.ProducerId; } } if (table.Rows[i]["Inspector Name"] != string.Empty) { var id = InspectorManager.GetByName(table.Rows[i]["Inspector Name"].ToString()); if (id != null && id.InspectorId > 0) objLead.InspectorName = id.InspectorId; else { InspectorMaster inspector = AddInspector(objLead, table.Rows[i]["Inspector Name"].ToString()); objLead.InspectorName = inspector.InspectorId; } } if (table.Rows[i]["Inspector Cell"] != string.Empty) { str = table.Rows[i]["Inspector Cell"].ToString(); if (str.Length > 20) str = objLead.InspectorCell = table.Rows[i]["Inspector Cell"].ToString().Substring(0, 20); else objLead.InspectorCell = table.Rows[i]["Inspector Cell"].ToString(); } if (table.Rows[i]["Inspector Email"] != string.Empty) { str = table.Rows[i]["Inspector Email"].ToString(); ; if (str.Length > 100) objLead.InspectorEmail = table.Rows[i]["Inspector Email"].ToString().Substring(0, 100); else objLead.InspectorEmail = table.Rows[i]["Inspector Email"].ToString(); } if (table.Rows[i]["Phone Number"] != string.Empty) { str = table.Rows[i]["Phone Number"].ToString(); if (str.Length > 20) objLead.PhoneNumber = table.Rows[i]["Phone Number"].ToString().Substring(0, 20); else objLead.PhoneNumber = table.Rows[i]["Phone Number"].ToString(); } if (table.Rows[i]["Secondary Phone"] != string.Empty) { str = table.Rows[i]["Secondary Phone"].ToString(); if (str.Length > 20) objLead.SecondaryPhone = str.Substring(0, 20); else objLead.SecondaryPhone = str; } //if (table.Rows[i]["Webform Source"] != string.Empty) { // //objLead.WebformSource = table.Rows[i]["Webform Source"].ToString(); // var id = WebFormSourceManager.GetByName(table.Rows[i]["Webform Source"].ToString()); // if (id != null && id.WebformSourceId > 0) // objLead.WebformSource = id.WebformSourceId; //} if (!string.IsNullOrEmpty(table.Rows[i]["Type of Damage"].ToString())) { //objLead.TypeOfDamage = table.Rows[i]["Type of Damage"].ToString(); var id = TypeofDamageManager.getbyTypeOfDamage(table.Rows[i]["Type of Damage"].ToString()); objLead.TypeOfDamage = id.TypeOfDamage; //string dmgid = string.Empty; //string[] dmg = table.Rows[i]["Type of Damage"].ToString().Split(','); //for (int d = 0; d < dmg.Length; d++) { // string dmgtext = dmg[d]; // var dmgdata = TypeofDamageManager.getbyTypeOfDamage(dmgtext); // if (dmgdata != null && dmgdata.TypeOfDamage != null && dmgdata.TypeOfDamage.ToString() != string.Empty) { // dmgid += dmgdata.TypeOfDamageId + ","; // } // else { // TypeOfDamageMaster objdmg = new TypeOfDamageMaster(); // objdmg.TypeOfDamage = dmgtext.Length > 100 ? dmgtext.Substring(0, 100) : dmgtext; // objdmg.Status = true; // TypeOfDamageMaster sv = TypeofDamageManager.Save(objdmg); // dmgid += sv.TypeOfDamageId + ","; // } //} //objLead.TypeOfDamage = dmgid; str = table.Rows[i]["Type of Damage"].ToString(); if (str.Length > 250) objLead.TypeofDamageText = table.Rows[i]["Type of Damage"].ToString().Substring(0, 250); else objLead.TypeofDamageText = table.Rows[i]["Type of Damage"].ToString(); //string Damagetxt = string.Empty; //string DamageId = string.Empty; //for (int j = 0; j < chkTypeOfDamage.Items.Count; j++) //{ // if (chkTypeOfDamage.Items[j].Selected == true) // { // Damagetxt += chkTypeOfDamage.Items[j].Text + ','; // DamageId += chkTypeOfDamage.Items[j].Value + ','; // } //} } if (!string.IsNullOrEmpty(table.Rows[i]["Type of Property"].ToString())) { var id = PropertyTypeManager.GetByPropertyName(table.Rows[i]["Type of Property"].ToString()); if (id != null && id.TypeOfPropertyId > 0) { objLead.TypeOfProperty = id.TypeOfPropertyId; if (id.TypeOfProperty.Contains("Home")) policyType = 1; if (id.TypeOfProperty.Contains("Commercial")) policyType = 2; if (id.TypeOfProperty.Contains("Flood")) policyType = 3; if (id.TypeOfProperty.Contains("Earthquake")) policyType = 4; } } if (table.Rows[i]["Market Value"] != string.Empty) { decimal MarketValue = 0; decimal.TryParse(table.Rows[i]["Market Value"].ToString(), out MarketValue); objLead.MarketValue = MarketValue; //Convert.ToDecimal(table.Rows[i]["Market Value"]); } if (table.Rows[i]["Loss Address"] != string.Empty) { str = table.Rows[i]["Loss Address"].ToString(); if (str.Length > 100) objLead.LossAddress = str.Substring(0, 100); else objLead.LossAddress = str; } if (table.Rows[i]["City"] != string.Empty) objLead.CityName = table.Rows[i]["City"].ToString(); if (table.Rows[i]["State"] != string.Empty) objLead.StateName = table.Rows[i]["State"].ToString(); if (table.Rows[i]["Zip"] != string.Empty) objLead.Zip = table.Rows[i]["Zip"].ToString(); if (table.Rows[i]["Property Damage Estimate"] != string.Empty) { decimal PropertyDamageEstimate = 0; decimal.TryParse(table.Rows[i]["Property Damage Estimate"].ToString(), out PropertyDamageEstimate); objLead.PropertyDamageEstimate = PropertyDamageEstimate;// Convert.ToDecimal(table.Rows[i]["Property Damage Estimate"]); } //if (table.Rows[i]["Habitable"] != string.Empty) { // //objLead.Habitable = table.Rows[i]["Habitable"].ToString(); // var id = HabitableManager.GetbyHabitable(table.Rows[i]["Habitable"].ToString()); // if (id != null && id.HabitableId > 0) // objLead.Habitable = id.HabitableId; //} //if (table.Rows[i]["Wind Policy"] != string.Empty) { // //objLead.WindPolicy = table.Rows[i]["Wind Policy"].ToString(); // //var id = WindPolicyManager.getbyWindPolicy(table.Rows[i]["Habitable"].ToString()); // var id = WindPolicyManager.getbyWindPolicy(table.Rows[i]["Wind Policy"].ToString()); // if (id != null && id.WindPolicyId > 0) // objLead.WindPolicy = id.WindPolicyId; //} //if (table.Rows[i]["Flood Policy"] != string.Empty) { // //objLead.FloodPolicy = table.Rows[i]["Flood Policy"].ToString(); // var id = FloodPolicyManager.GetByFloodPolicy(table.Rows[i]["Flood Policy"].ToString()); // if (id != null && id.FloodPolicyId > 0) // objLead.FloodPolicy = id.FloodPolicyId; //} if (table.Rows[i]["Owner First Name"] != string.Empty) if (table.Rows[i]["Owner First Name"].ToString().Length > 50) objLead.OwnerFirstName = table.Rows[i]["Owner First Name"].ToString().Substring(0, 50); else objLead.OwnerFirstName = table.Rows[i]["Owner First Name"].ToString(); if (table.Rows[i]["Owner Last Name"] != string.Empty) { str = table.Rows[i]["Owner Last Name"].ToString(); objLead.OwnerLastName = str.Length > 50 ? str.Substring(0, 50) : str; } if (table.Rows[i]["Owner Phone Number"] != string.Empty) { str = table.Rows[i]["Owner Phone Number"].ToString(); objLead.OwnerPhone = str.Length > 15 ? str.Substring(0, 15) : str; } if (table.Rows[i]["Last Contact Date"] != string.Empty) objLead.LastContactDate = Convert.ToDateTime(table.Rows[i]["Last Contact Date"].ToString()); if (table.Rows[i]["Personal Referral"] != string.Empty) { str = table.Rows[i]["Personal Referral"].ToString(); objLead.HearAboutUsDetail = str.Length > 250 ? str.Substring(0, 250) : str; } StatusMaster statusMaster = null; if (table.Rows[i]["Status"] != string.Empty) { string statusName = table.Rows[i]["Status"].ToString(); statusName = statusName.Length > 100 ? statusName.Substring(0, 100) : statusName; statusMaster = StatusManager.GetByStatusName(statusName); if (statusMaster.StatusId == 0) { statusMaster = new StatusMaster(); statusMaster.clientID = clientID; statusMaster.InsertBy = objLead.UserId; statusMaster.InsertDate = DateTime.Now; statusMaster.isCountable = true; statusMaster.isCountAsOpen = true; statusMaster.Status = true; statusMaster.StatusName = statusName; statusMaster = StatusManager.Save(statusMaster); } } objLead.Status = 1; objLead.InsertBy = objLead.UserId; // 2013-08-29 tortega if (clientID > 0) objLead.ClientID = clientID; Leads newLead = LeadsManager.Save(objLead); if (newLead != null) { LeadComment objLeadComment = null; // add policy CRM.Data.Entities.LeadPolicy policy = new CRM.Data.Entities.LeadPolicy(); policy.PolicyType = 1; policy.LeadId = newLead.LeadId; policy.IsActive = true; policy.isAllDocumentUploaded = false; if (statusMaster != null) policy.LeadStatus = statusMaster.StatusId; if (adjusterID > 0) policy.AdjusterID = adjusterID; if (table.Rows[i]["Claims Number"] != string.Empty) policy.ClaimNumber = table.Rows[i]["Claims Number"].ToString(); if (table.Rows[i]["Site Survey Date"] != string.Empty) policy.SiteSurveyDate = Convert.ToDateTime(table.Rows[i]["Site Survey Date"].ToString()); LeadPolicyManager.Save(policy); if (!string.IsNullOrEmpty(table.Rows[i]["Reported to Insurer"].ToString())) { objLeadComment = new LeadComment(); int LeadID = objLead.LeadId; objLeadComment.LeadId = LeadID; objLeadComment.UserId = objLead.UserId; objLeadComment.Status = 1; // 2013-08-29 tortega objLeadComment.PolicyType = policyType; str = table.Rows[i]["Reported to Insurer"].ToString(); if (str.Length > 8000) objLeadComment.CommentText = "Reported to Insurer " + str.Substring(0, 8000); else objLeadComment.CommentText = "Reported to Insurer " + str; LeadComment objld = LeadCommentManager.Save(objLeadComment); } if (!string.IsNullOrEmpty(table.Rows[i]["Claimant Comments"].ToString())) { objLeadComment = new LeadComment(); int LeadID = objLead.LeadId; objLeadComment.LeadId = LeadID; objLeadComment.UserId = objLead.UserId; objLeadComment.Status = 1; // 2013-08-29 tortega objLeadComment.PolicyType = policyType; str = table.Rows[i]["Claimant Comments"].ToString(); if (str.Length > 8000) objLeadComment.CommentText = str.Substring(0, 8000); else objLeadComment.CommentText = str; LeadComment objld = LeadCommentManager.Save(objLeadComment); } } } //for (int i = 0; i < table.Rows.Count; i++) { scope.Complete(); } string rootFolderPath = Server.MapPath("~//CSVLoad//"); string filesToDelete = FileUpload1.FileName; string[] fileList = System.IO.Directory.GetFiles(rootFolderPath, filesToDelete); foreach (string file in fileList) { System.IO.File.Delete(file); } lblSave.Text = "Data Saved Successfully !!!"; lblSave.Visible = true; } } } catch (Exception ex) { lblError.Text = "There Is a problem in data save !!!"; lblError.Visible = true; Core.EmailHelper.emailError(ex); } }