/// <summary>
/// Get one matter
/// </summary>
/// <param name="logonId">Logon id obtained when logging on to the logon service</param>
/// <param name="projectId">Matter project id</param>
/// <returns></returns>
public MatterReturnValue GetMatter(Guid logonId, Guid projectId)
{
MatterReturnValue returnValue = new MatterReturnValue();
try
{
// Get the logged on user from the current logons and add their
// ApplicationSettings the list of concurrent sessions.
// ApplicationSettings.Instance can now be used to get the
// ApplicationSettings for this session.
Host.LoadLoggedOnUser(logonId);
try
{
Functions.RestrictRekoopIntegrationUser(UserInformation.Instance.DbUid);
switch (UserInformation.Instance.UserType)
{
case DataConstants.UserType.Staff:
// Can do everything
break;
case DataConstants.UserType.Client:
case DataConstants.UserType.ThirdParty:
if (!SrvMatterCommon.WebAllowedToAccessMatter(projectId))
throw new Exception("Access denied");
break;
default:
throw new Exception("Access denied");
}
SrvMatter srvMatter = new SrvMatter();
int campaignId = SrvMatterCommon.GetCampaignForProject(projectId);
srvMatter.Load(projectId);
Matter matter = new Matter();
matter.Id = srvMatter.ProjectId;
// Load Matter Details
matter.Description = srvMatter.MatterDescription;
matter.KeyDescription = srvMatter.MatterKeyDescription;
matter.FeeEarnerMemberId = srvMatter.FeeEarnerMemberId;
matter.PartnerMemberId = srvMatter.MatterPartnerMemberId;
matter.WorkTypeId = srvMatter.CurrentWorkTypeId;
matter.ClientBankId = srvMatter.ClientBankId;
matter.OfficeBankId = srvMatter.OfficeBankId;
matter.DepositBankId = srvMatter.MatterDepositBankId;
matter.BranchReference = srvMatter.BranchId;
matter.DepartmentId = srvMatter.DepartmentId;
matter.ChargeDescriptionId = srvMatter.ChargeDescriptionId;
matter.CourtId = srvMatter.CourtId;
matter.OpenDate = srvMatter.MatterOpenDate;
matter.NextReviewDate = srvMatter.MatterNextReviewDate;
matter.CostReviewDate = srvMatter.MatterCostReviewDate;
matter.LastSavedDate = srvMatter.MatterLastSaved;
matter.ClosedDate = srvMatter.MatterClosedDate;
matter.DestructDate = srvMatter.MatterDestructDate;
matter.FileNo = srvMatter.MatterFileNo;
matter.CompletedDate = srvMatter.MatterCompleted;
matter.SpanType1Ref = srvMatter.SpanType1;
matter.SpanType2Ref = srvMatter.SpanType2;
// Load Matter Additional Info
matter.Quote = srvMatter.MatterQuote;
matter.DisbsLimit = srvMatter.MatterDisbsLimit;
matter.TimeLimit = srvMatter.MatterTimeLimit;
matter.WIPLimit = srvMatter.MatterWIPLimit;
matter.OverallLimit = srvMatter.MatterOverallLimit;
matter.Status = srvMatter.MatterStatus;
matter.Indicators = srvMatter.MatterIndicators;
matter.BankReference = srvMatter.MatterBankReference;
matter.CashCollectionId = srvMatter.MatCashCollID;
matter.TotalLockup = srvMatter.MatTotalLockup;
matter.OurReference = srvMatter.OurReference;
matter.PreviousReference = srvMatter.PreviousReference;
matter.BusinessSourceId = srvMatter.SourceID;
matter.SourceCampaignId = campaignId;
matter.PersonDealingId = srvMatter.UserId;
matter.SalutationEnvelope = srvMatter.MatterSalutationEnvelope;
matter.SalutationLetter = srvMatter.MatterSalutationLetter;
matter.LetterHead = srvMatter.MatterLetterHead;
// Load Public Funding
matter.MatterLegalAided = srvMatter.MatterLegalAided;
matter.IsPublicFunding = srvMatter.IsPublicFunding;
matter.Franchised = srvMatter.MatterFranchised;
matter.isLondonRate = srvMatter.MatterLondonRate;
matter.UFNDate = srvMatter.UFNDate;
matter.UFN = srvMatter.UFNNumber;
matter.PFCertificateNo = srvMatter.MatterPFCertificateNo;
matter.PFCertificateNoLimits = srvMatter.MatterPFCertificateLimits;
matter.MatterTypeId = srvMatter.MatterTypeId;
// Load Client Details
Client client = new Client();
client.IsMember = srvMatter.IsMember;
//Set MemberID for Individual
if (client.IsMember)
{
client.MemberId = srvMatter.ClientId;
client.OrganisationId = DataConstants.DummyGuid;
}
//Set OrganisationId for Organisation
else
{
client.MemberId = DataConstants.DummyGuid;
client.OrganisationId = srvMatter.ClientId;
}
client.Reference = srvMatter.ClientReference;
client.FullName = srvMatter.ClientName;
client.IsArchived = srvMatter.IsClientArchived;
// Get Client Type ID
client.TypeId = this.GetClientType(srvMatter.ClientId, srvMatter.ProjectId, srvMatter.IsMember);
returnValue.Matter = matter;
returnValue.ClientDetails = client;
}
finally
{
// Remove the logged on user's ApplicationSettings from the
// list of concurrent sessions
Host.UnloadLoggedOnUser();
}
}
catch (System.Data.SqlClient.SqlException)
{
returnValue.Success = false;
returnValue.Message = Functions.SQLErrorMessage;
}
catch (Exception ex)
{
returnValue.Success = false;
returnValue.Message = ex.Message;
}
return returnValue;
}
/// <summary>
/// Loads office cheque request details for printing
/// </summary>
/// <param name="logonId">Logon id obtained when logging on to the logon service</param>
/// <param name="clientChequeRequestId">Office cheque request id toget cheque request details.</param>
/// <returns>Returns office cheque request details by office cheque request id.</returns>
public ChequeRequestReturnValue LoadOfficeChequeRequestDetailsForPrinting(Guid logonId, int officeChequeRequestId)
{
ChequeRequestReturnValue returnValue = new ChequeRequestReturnValue();
try
{
// Get the logged on user from the current logons and add their
// ApplicationSettings the list of concurrent sessions.
Host.LoadLoggedOnUser(logonId);
try
{
Functions.RestrictRekoopIntegrationUser(UserInformation.Instance.DbUid);
switch (UserInformation.Instance.UserType)
{
case DataConstants.UserType.Staff:
// Can do everything
break;
case DataConstants.UserType.Client:
case DataConstants.UserType.ThirdParty:
throw new Exception("Access denied");
default:
throw new Exception("Access denied");
}
ChequeRequest officeChequeRequest = new ChequeRequest();
DsOfficeChequeRequests dsOfficeChequeRequestsDetails = SrvOfficeChequeRequestLookup.GetOfficeChequeRequestsByOfficeChequeRequestId(officeChequeRequestId);
// Gets printable properties from the dataset
foreach (DataRow drOfficeChequeRequest in dsOfficeChequeRequestsDetails.OfficeChequeRequests.Rows)
{
Guid projectId = (Guid)drOfficeChequeRequest["projectId"];
// Gets the matter description by project id
SrvMatter srvMatter = new SrvMatter();
srvMatter.Load(projectId);
Guid clientId = srvMatter.ClientId;
string matterDescription = srvMatter.MatterDescription;
string matterReference = srvMatter.MatterReference;
bool isMember = srvMatter.IsMember;
// Inserts "-" in between matter reference
matterReference = matterReference.Insert(6, "-");
string personName = srvMatter.ClientName;
// Gets the partner name by partner member id for project id
Guid partnerId = srvMatter.MatterPartnerMemberId;
string partnerName = SrvEarnerCommon.GetFeeEarnerNameByFeeEarnerId(partnerId);
// Gets the fee earner name by fee earner id
Guid feeEarnerId = srvMatter.FeeEarnerMemberId;
string feeEarnerName = SrvEarnerCommon.GetFeeEarnerNameByFeeEarnerId(feeEarnerId);
// This member id is from application settings for accounts.
Guid userMemberId = (Guid)drOfficeChequeRequest["memberId"];
DateTime officeChequeRequestDate = (DateTime)drOfficeChequeRequest["OfficeChequeRequestsDate"];
// Gets user name by member id
DsSystemUsers dsSystemUsers = SrvUserLookup.GetUser(userMemberId.ToString());
string userName = string.Empty;
if (dsSystemUsers.uvw_SystemUsers.Count > 0)
{
userName = dsSystemUsers.uvw_SystemUsers[0].name;
}
else
{
DsPersonDealing dsPersonDealing = SrvMatterLookup.GetPersonDealingLookup();
for (int index = 0; index < dsPersonDealing.uvw_PersonDealingLookup.Count; index++)
{
if (dsPersonDealing.uvw_PersonDealingLookup[index].MemberID == userMemberId)
{
userName = dsPersonDealing.uvw_PersonDealingLookup[index].name;
}
}
}
int bankId = (int)drOfficeChequeRequest["bankId"];
string officeChequeRequestDescription = (string)drOfficeChequeRequest["OfficeChequeRequestsDesc"];
string officeChequeRequestPayee = (string)drOfficeChequeRequest["OfficeChequeRequestsPayee"];
int officeChequeRequestVATRateId = (int)drOfficeChequeRequest["VatRateId"];
// Gets VAT rate by VAT rate id
DsVatRates dsVATRates = SrvVATRateLookup.GetVatRates(officeChequeRequestVATRateId);
string officeChequeRequestVATRateReference = (string)dsVATRates.VatRates[0].VatRateRef;
// Gets the bank name by bank id
string officeChequeRequestBankName = this.GetBankByBankId(bankId);
decimal officeChequeRequestAmount = (decimal)drOfficeChequeRequest["OfficeChequeRequestsAmount"];
decimal officeChequeRequestVATAmount = (decimal)drOfficeChequeRequest["OfficeChequeRequestsVATAmount"];
bool isOfficeChequeAuthorised = (bool)drOfficeChequeRequest["OfficeChequeRequestsIsAuthorised"];
bool isOfficeChequeAnticipated = (bool)drOfficeChequeRequest["OfficeChequeRequestIsAnticipated"];
officeChequeRequest.UserName = userName;
officeChequeRequest.PersonName = personName;
officeChequeRequest.PartnerName = partnerName;
officeChequeRequest.FeeEarnerReference = feeEarnerName;
officeChequeRequest.BankName = officeChequeRequestBankName;
officeChequeRequest.ChequeRequestDate = officeChequeRequestDate;
officeChequeRequest.ChequeRequestPayee = officeChequeRequestPayee;
officeChequeRequest.VATAmount = officeChequeRequestVATAmount;
officeChequeRequest.VATRate = officeChequeRequestVATRateReference;
officeChequeRequest.ChequeRequestAmount = officeChequeRequestAmount;
officeChequeRequest.MatterDescription = matterDescription;
officeChequeRequest.MatterReference = matterReference;
officeChequeRequest.IsChequeRequestAuthorised = isOfficeChequeAuthorised;
officeChequeRequest.IsChequeRequestAnticipated = isOfficeChequeAnticipated;
officeChequeRequest.ChequeRequestDescription = officeChequeRequestDescription;
// Gets addressline1,addressline2,addressline3 for client.
if (isMember)
{
DsMemAddress dsMemAddress = SrvAddressLookup.GetMemberAddresses(clientId);
if (dsMemAddress.Address.Rows.Count > 0)
{
officeChequeRequest.AddressLine1 = dsMemAddress.Address[0].AddressLine1.ToString().Trim();
officeChequeRequest.AddressLine2 = dsMemAddress.Address[0].AddressLine2.ToString().Trim();
officeChequeRequest.AddressLine3 = dsMemAddress.Address[0].AddressLine3.ToString().Trim();
officeChequeRequest.AddressTown = dsMemAddress.Address[0].AddressTown.ToString().Trim();
officeChequeRequest.AddressCounty = dsMemAddress.Address[0].AddressCounty.ToString().Trim();
officeChequeRequest.AddressPostcode = dsMemAddress.Address[0].AddressPostCode.ToString().Trim();
}
}
else // Look for organisation address if the client is not member.
{
DsOrgAddress dsOrgAddress = SrvAddressLookup.GetOrganisationAddresses(clientId);
if (dsOrgAddress.Address.Rows.Count > 0)
{
officeChequeRequest.AddressLine1 = dsOrgAddress.Address[0].AddressLine1.ToString().Trim();
officeChequeRequest.AddressLine2 = dsOrgAddress.Address[0].AddressLine2.ToString().Trim();
officeChequeRequest.AddressLine3 = dsOrgAddress.Address[0].AddressLine3.ToString().Trim();
officeChequeRequest.AddressTown = dsOrgAddress.Address[0].AddressTown.ToString().Trim();
officeChequeRequest.AddressCounty = dsOrgAddress.Address[0].AddressCounty.ToString().Trim();
officeChequeRequest.AddressPostcode = dsOrgAddress.Address[0].AddressPostCode.ToString().Trim();
}
}
}
returnValue.ChequeRequest = officeChequeRequest;
}
finally
{
// Remove the logged on user's ApplicationSettings from the
// list of concurrent sessions
Host.UnloadLoggedOnUser();
}
}
catch (System.Data.SqlClient.SqlException)
{
returnValue.Success = false;
returnValue.Message = Functions.SQLErrorMessage;
}
catch (Exception ex)
{
returnValue.Success = false;
returnValue.Message = ex.Message;
}
return returnValue;
}
/// <summary>
/// Update an existing matter
/// </summary>
/// <param name="logonId">Logon id obtained when logging on to the logon service</param>
/// <param name="matter">Matter details</param>
/// <returns></returns>
public ReturnValue UpdateMatter(Guid logonId, Matter matter)
{
ReturnValue returnValue = new ReturnValue();
try
{
// Get the logged on user from the current logons and add their
// ApplicationSettings the list of concurrent sessions.
Host.LoadLoggedOnUser(logonId);
try
{
Functions.RestrictRekoopIntegrationUser(UserInformation.Instance.DbUid);
switch (UserInformation.Instance.UserType)
{
case DataConstants.UserType.Staff:
// Can do everything
break;
case DataConstants.UserType.Client:
case DataConstants.UserType.ThirdParty:
throw new Exception("Access denied");
default:
throw new Exception("Access denied");
}
SrvMatter srvMatter = new SrvMatter();
srvMatter.Load(matter.Id);
// Save Matter Details
srvMatter.ProjectId = matter.Id;
srvMatter.MatterDescription = matter.Description;
srvMatter.MatterKeyDescription = matter.KeyDescription;
srvMatter.FeeEarnerMemberId = matter.FeeEarnerMemberId;
srvMatter.MatterPartnerMemberId = matter.PartnerMemberId;
srvMatter.CurrentWorkTypeId = matter.WorkTypeId;
srvMatter.ClientBankId = matter.ClientBankId;
srvMatter.OfficeBankId = matter.OfficeBankId;
srvMatter.MatterDepositBankId = matter.DepositBankId;
srvMatter.BranchId = matter.BranchReference;
srvMatter.DepartmentId = matter.DepartmentId;
srvMatter.ChargeDescriptionId = matter.ChargeDescriptionId;
srvMatter.CourtId = matter.CourtId;
srvMatter.MatterOpenDate = matter.OpenDate;
srvMatter.MatterNextReviewDate = matter.NextReviewDate;
srvMatter.MatterCostReviewDate = matter.CostReviewDate;
srvMatter.MatterClosedDate = matter.ClosedDate;
srvMatter.MatterDestructDate = matter.DestructDate;
srvMatter.MatterFileNo = matter.FileNo;
srvMatter.MatterCompleted = matter.CompletedDate;
// Save Matter Additional Info
srvMatter.MatterQuote = matter.Quote;
srvMatter.MatterDisbsLimit = matter.DisbsLimit;
srvMatter.MatterTimeLimit = matter.TimeLimit;
srvMatter.MatterWIPLimit = matter.WIPLimit;
srvMatter.MatterOverallLimit = matter.OverallLimit;
srvMatter.MatterStatus = matter.Status;
srvMatter.MatterIndicators = matter.Indicators;
srvMatter.MatterBankReference = matter.BankReference;
srvMatter.MatCashCollID = matter.CashCollectionId;
srvMatter.MatTotalLockup = matter.TotalLockup;
srvMatter.OurReference = matter.OurReference;
srvMatter.PreviousReference = matter.PreviousReference;
srvMatter.SourceID = matter.BusinessSourceId;
// TODO: Save Campaign Id
// = campaignId = matter.SourceCampaignId;
srvMatter.UserId = matter.PersonDealingId;
srvMatter.MatterSalutationEnvelope = matter.SalutationEnvelope;
srvMatter.MatterSalutationLetter = matter.SalutationLetter;
srvMatter.MatterLetterHead = matter.LetterHead;
//Save Matter Public Funding
srvMatter.MatterLegalAided = matter.IsPublicFunding;
srvMatter.MatterFranchised = matter.Franchised;
srvMatter.MatterLondonRate = matter.isLondonRate;
srvMatter.UFNDate = matter.UFNDate;
srvMatter.UFNNumber = matter.UFN;
srvMatter.MatterPFCertificateNo = matter.PFCertificateNo;
srvMatter.MatterPFCertificateLimits = matter.PFCertificateNoLimits;
srvMatter.MatterTypeId = matter.MatterTypeId;
srvMatter.ClientId = matter.ClientId;
string errorMessage;
returnValue.Success = srvMatter.Save(out errorMessage);
returnValue.Message = errorMessage;
}
finally
{
// Remove the logged on user's ApplicationSettings from the
// list of concurrent sessions
Host.UnloadLoggedOnUser();
}
}
catch (System.Data.SqlClient.SqlException)
{
returnValue.Success = false;
returnValue.Message = Functions.SQLErrorMessage;
}
catch (Exception ex)
{
returnValue.Success = false;
returnValue.Message = ex.Message;
}
return returnValue;
}
/// <summary>
/// Loads cheque request details
/// </summary>
/// <param name="logonId">Logon id obtained when logging on to the logon service</param>
/// <param name="clientChequeRequestId">Client cheque request id toget cheque request details.</param>
/// <returns>Returns client cheque request details by client cheque request id.</returns>
public ChequeRequestReturnValue LoadClientChequeRequestDetailsForPrinting(Guid logonId, int clientChequeRequestId)
{
ChequeRequestReturnValue returnValue = new ChequeRequestReturnValue();
try
{
// Get the logged on user from the current logons and add their
// ApplicationSettings the list of concurrent sessions.
Host.LoadLoggedOnUser(logonId);
try
{
Functions.RestrictRekoopIntegrationUser(UserInformation.Instance.DbUid);
switch (UserInformation.Instance.UserType)
{
case DataConstants.UserType.Staff:
// Can do everything
break;
case DataConstants.UserType.Client:
case DataConstants.UserType.ThirdParty:
throw new Exception("Access denied");
default:
throw new Exception("Access denied");
}
ChequeRequest clientChequeRequest = new ChequeRequest();
DsClientChequeRequestsDetails dsClientChequeRequestsDetails = SrvClientChequeRequestLookup.GetClientChequeRequestDetails(clientChequeRequestId);
// Gets printable properties from the dataset
foreach (DataRow drClientChequeRequest in dsClientChequeRequestsDetails.uvw_ClientChequeRequestsDetails.Rows)
{
Guid projectId = (Guid)drClientChequeRequest["projectId"];
// Gets the matter details by project id
SrvMatter srvMatter = new SrvMatter();
srvMatter.Load(projectId);
Guid clientId = srvMatter.ClientId;
bool isMember = srvMatter.IsMember;
string matterDescription = srvMatter.MatterDescription;
string matterReference = srvMatter.MatterReference;
// Inserts "-" in between matter reference
matterReference = matterReference.Insert(6, "-");
string personName = srvMatter.ClientName;
// Gets the partner name by partner member id for project id
Guid partnerId = srvMatter.MatterPartnerMemberId;
string partnerName = SrvEarnerCommon.GetFeeEarnerNameByFeeEarnerId(partnerId);
// Client name should be related to project id
DateTime clientChequeRequestDate = (DateTime)drClientChequeRequest["ClientChequeRequestsDate"];
string feeEarnerReference = (string)drClientChequeRequest["feeRef"];
string userName = (string)drClientChequeRequest["userName"];
string clientChequeRequestDescription = (string)drClientChequeRequest["ClientChequeRequestsDesc"];
string clientChequeRequestPayee = (string)drClientChequeRequest["ClientChequeRequestsPayee"];
int bankId = (int)drClientChequeRequest["bankId"];
string clientChequeRequestBankName = this.GetBankByBankId(bankId);
decimal clientChequeRequestAmount = (decimal)drClientChequeRequest["ClientChequeRequestsAmount"];
bool isClientChequeAuthorised = (bool)drClientChequeRequest["ClientChequeRequestsIsAuthorised"];
string matBranchRef = (string)drClientChequeRequest["matBranchRef"];
string ClearanceTypeDesc = (string)drClientChequeRequest["ClearanceTypeDesc"];
clientChequeRequest.PersonName = personName;
clientChequeRequest.IsChequeRequestAuthorised = isClientChequeAuthorised;
clientChequeRequest.ChequeRequestDate = clientChequeRequestDate;
clientChequeRequest.ChequeRequestDescription = clientChequeRequestDescription;
clientChequeRequest.ChequeRequestPayee = clientChequeRequestPayee;
clientChequeRequest.BankName = clientChequeRequestBankName;
clientChequeRequest.ChequeRequestAmount = clientChequeRequestAmount;
clientChequeRequest.UserName = userName;
clientChequeRequest.FeeEarnerReference = feeEarnerReference;
clientChequeRequest.MatterReference = matterReference;
clientChequeRequest.MatterDescription = matterDescription;
clientChequeRequest.PartnerName = partnerName;
clientChequeRequest.ClearanceTypeDesc = ClearanceTypeDesc;
clientChequeRequest.MatBranchRef = matBranchRef;
// Gets address details for client
if (isMember)
{
DsMemAddress dsMemAddress = SrvAddressLookup.GetMemberAddresses(clientId);
if (dsMemAddress.Address.Rows.Count > 0)
{
clientChequeRequest.AddressLine1 = dsMemAddress.Address[0].AddressLine1.ToString().Trim();
clientChequeRequest.AddressLine2 = dsMemAddress.Address[0].AddressLine2.ToString().Trim();
clientChequeRequest.AddressLine3 = dsMemAddress.Address[0].AddressLine3.ToString().Trim();
clientChequeRequest.AddressTown = dsMemAddress.Address[0].AddressTown.ToString().Trim();
clientChequeRequest.AddressCounty = dsMemAddress.Address[0].AddressCounty.ToString().Trim();
clientChequeRequest.AddressPostcode = dsMemAddress.Address[0].AddressPostCode.ToString().Trim();
}
}
else // if a client is not member client look address detail fo organisation client.
{
DsOrgAddress dsOrgAddress = SrvAddressLookup.GetOrganisationAddresses(clientId);
if (dsOrgAddress.Address.Rows.Count > 0)
{
clientChequeRequest.AddressLine1 = dsOrgAddress.Address[0].AddressLine1.ToString().Trim();
clientChequeRequest.AddressLine2 = dsOrgAddress.Address[0].AddressLine2.ToString().Trim();
clientChequeRequest.AddressLine3 = dsOrgAddress.Address[0].AddressLine3.ToString().Trim();
clientChequeRequest.AddressTown = dsOrgAddress.Address[0].AddressTown.ToString().Trim();
clientChequeRequest.AddressCounty = dsOrgAddress.Address[0].AddressCounty.ToString().Trim();
clientChequeRequest.AddressPostcode = dsOrgAddress.Address[0].AddressPostCode.ToString().Trim();
}
}
}
returnValue.ChequeRequest = clientChequeRequest;
}
finally
{
// Remove the logged on user's ApplicationSettings from the
// list of concurrent sessions
Host.UnloadLoggedOnUser();
}
}
catch (System.Data.SqlClient.SqlException)
{
returnValue.Success = false;
returnValue.Message = Functions.SQLErrorMessage;
}
catch (Exception ex)
{
returnValue.Success = false;
returnValue.Message = ex.Message;
}
return returnValue;
}
