private void copyCarrierInvoiceProfiles(List <CarrierInvoiceProfile> profiles, int cloneCarrierID)
{
int carrierInvoiceProfileID = 0;
foreach (CarrierInvoiceProfile profile in profiles)
{
CarrierInvoiceProfile copyProfile = new CarrierInvoiceProfile();
copyProfile.CarrierID = cloneCarrierID;
//copyProfile.CarrierInvoiceProfileID = profile.CarrierInvoiceProfileID;
copyProfile.CarrierInvoiceProfileTypeID = profile.CarrierInvoiceProfileTypeID;
copyProfile.CoverageArea = profile.CoverageArea;
copyProfile.EffiectiveDate = profile.EffiectiveDate;
copyProfile.ExpirationDate = profile.ExpirationDate;
copyProfile.IsActive = true;
copyProfile.ProfileName = profile.ProfileName;
copyProfile = CarrierInvoiceProfileManager.Save(copyProfile);
carrierInvoiceProfileID = copyProfile.CarrierInvoiceProfileID;
copyProfileItemizedItems(profile.CarrierInvoiceProfileFeeItemized.ToList(), carrierInvoiceProfileID);
copyProfileFeeProvision(profile.CarrierInvoiceProfileFeeProvision.ToList(), carrierInvoiceProfileID);
copyProfileFeeSchedule(profile.CarrierInvoiceProfileFeeSchedule.ToList(), carrierInvoiceProfileID);
}
}
private void bindCarrierInvoiceProfiles()
{
int carrierID = Convert.ToInt32(ddlCarrier.SelectedValue);
List <CarrierInvoiceProfile> profiles = null;
if (carrierID > 0)
{
profiles = CarrierInvoiceProfileManager.GetAll(carrierID);
Core.CollectionManager.FillCollection(ddlInvoiceProfile, "CarrierInvoiceProfileID", "ProfileName", profiles);
}
}
//chetu com
public void CopyProfile(int profileID)
{
//int profileID = 0;
CarrierInvoiceProfile profile = null;
CarrierInvoiceProfile profileold = null;
profileold = CarrierInvoiceProfileManager.Get(profileID);
profile = new CarrierInvoiceProfile();
profile.CarrierID = carrierID;
profile.IsActive = true;
if (profile != null)
{
profile.ProfileName = profileold.ProfileName;
profile.CarrierInvoiceProfileTypeID = profileold.CarrierInvoiceProfileTypeID;
profile.EffiectiveDate = profileold.EffiectiveDate;
profile.ExpirationDate = profileold.ExpirationDate;
profile.InvoiceType = profileold.InvoiceType;
profile.AccountingContact = profileold.AccountingContact;
profile.AccountingContactEmail = profileold.AccountingContactEmail;
profile.FirmDiscountPercentage = profileold.FirmDiscountPercentage;
profile.FlatCatFee = profileold.FlatCatFee;
profile.FlatCatPercent = profileold.FlatCatPercent;
try
{
CarrierInvoiceProfileManager.Save(profile);
showInvoiceProfiles();
bindInvoiceProfiles();
}
catch (Exception ex)
{
Core.EmailHelper.emailError(ex);
}
}
}
protected void gvInvoiceProfile_RowCommand(object sender, GridViewCommandEventArgs e)
{
int profileID = Convert.ToInt32(e.CommandArgument);
CarrierInvoiceProfile profile = null;
if (e.CommandName == "DoEdit")
{
ViewState["CarrierInvoiceProfileID"] = profileID.ToString();
profile = CarrierInvoiceProfileManager.Get(profileID);
if (profile != null)
{
// enable edit panel
showInvoiceProfilePanel();
bindInvoiceType();
txtProgramName.Text = profile.ProfileName;
effetiveDate.Text = profile.EffiectiveDate == null ? "" : profile.EffiectiveDate.ToString();
expirationDate.Text = profile.ExpirationDate == null ? "" : profile.ExpirationDate.ToString();
ddlInvoiceType.SelectedValue = string.Format("{0}", profile.InvoiceType ?? 1);
// 2014-04-21
//CollectionManager.SetSelectedItems(cbxCoverageArea, profile.CoverageArea);
txtAccoutingContact.Text = profile.AccountingContact;
txtAccoutingContactEmail.Text = profile.AccountingContactEmail;
txtFirmDiscountPercentage.Value = profile.FirmDiscountPercentage;
//txtFlatCatPercent.Value = profile.FlatCatPercent;//new oc
// txtFlatCatFee.Value = profile.FlatCatFee;//new oc
tabContainerFee.Visible = true;
if (profile.CarrierInvoiceProfileTypeID != null)
{
ucProfileType.SelectedValue = profile.CarrierInvoiceProfileTypeID.ToString();
}
ucFeeSchedule.bindFeeSchedule(profileID);
// 2014-04-21
//ucFeeProvision.bindProvisions(profileID);
ucFeeItemized.bindItems(profileID);
}
}
if (e.CommandName == "DoDelete")
{
try {
profile = CarrierInvoiceProfileManager.Get(profileID);
if (profile != null)
{
profile.IsActive = false;
CarrierInvoiceProfileManager.Save(profile);
showInvoiceProfiles();
bindInvoiceProfiles();
}
}
catch (Exception ex) {
Core.EmailHelper.emailError(ex);
}
}
if (e.CommandName == "DoCopy")
{
CopyProfile(profileID);
}
}
protected void btnProfileSave_Click(object sender, EventArgs e)
{
int profileID = 0;
CarrierInvoiceProfile profile = null;
Page.Validate("Profile");
if (!Page.IsValid)
{
return;
}
int.TryParse(ViewState["CarrierInvoiceProfileID"].ToString(), out profileID);
try {
if (profileID == 0)
{
// new profile
profile = new CarrierInvoiceProfile();
profile.CarrierID = carrierID;
profile.IsActive = true;
}
else
{
profile = CarrierInvoiceProfileManager.Get(profileID);
}
}
catch (Exception ex) {
Core.EmailHelper.emailError(ex);
}
if (profile != null)
{
profile.CarrierID = carrierID;
profile.ProfileName = txtProgramName.Text;
if (ucProfileType.SelectedIndex > 0)
{
profile.CarrierInvoiceProfileTypeID = Convert.ToInt32(ucProfileType.SelectedValue);
}
if (!string.IsNullOrEmpty(effetiveDate.Text))
{
profile.EffiectiveDate = effetiveDate.Date;
}
else
{
profile.EffiectiveDate = null;
}
if (!string.IsNullOrEmpty(expirationDate.Text))
{
profile.ExpirationDate = expirationDate.Date;
}
else
{
profile.ExpirationDate = null;
}
//profile.CoverageArea = CollectionManager.GetSelectedItemsID(cbxCoverageArea);
profile.InvoiceType = Convert.ToInt32(ddlInvoiceType.SelectedValue);
profile.AccountingContact = txtAccoutingContact.Text;
profile.AccountingContactEmail = txtAccoutingContactEmail.Text;
profile.FirmDiscountPercentage = txtFirmDiscountPercentage.ValueDecimal;
// profile.FlatCatPercent = txtFlatCatPercent.ValueDecimal;//NEW OC
// profile.FlatCatFee = txtFlatCatFee.ValueDecimal; // NEW OC
try {
CarrierInvoiceProfileManager.Save(profile);
showInvoiceProfiles();
bindInvoiceProfiles();
}
catch (Exception ex) {
Core.EmailHelper.emailError(ex);
}
}
}
private void bindInvoiceProfiles()
{
gvInvoiceProfile.DataSource = CarrierInvoiceProfileManager.GetAll(carrierID);
gvInvoiceProfile.DataBind();
}
protected void btnSaveClaimService_Click(object sender, EventArgs e)
{
ClaimService claimService = null;
ClaimComment diary = null;
AdjusterMaster adjuster = null;
Claim myClaim = null;
CarrierInvoiceProfile CarrierInvoice = null;
int userID = SessionHelper.getUserId();
int claimID = SessionHelper.getClaimID();
int id = 0;
int myAdjusterID = 0;
int profileID = 0;
Page.Validate("service");
if (!Page.IsValid)
{
return;
}
id = Convert.ToInt32(ViewState["ClaimServiceID"]);
//Get current claim info to pass through to emails
ClaimManager cm = new ClaimManager();
myClaim = cm.Get(claimID);
//AdjusterManager
try {
using (TransactionScope scope = new TransactionScope())
{
using (ClaimServiceManager repository = new ClaimServiceManager())
{
if (id == 0)
{
claimService = new ClaimService();
claimService.ClaimID = claimID;
}
else
{
claimService = repository.Get(id);
}
claimService.ServiceQty = this.txtServiceQty.Value == null ? 0 : Convert.ToDecimal(txtServiceQty.Value);
claimService.ServiceDate = txtServiceDate.Date;
claimService.ServiceDescription = txtServiceDescription.Text.Trim();
claimService.ServiceTypeID = Convert.ToInt32(this.ddlInvoiceServiceType.SelectedValue);
claimService.UserID = userID;
claimService.AdjusterID = Convert.ToInt32(hf_serviceAdjusterID.Value);
claimService.Activity = ddlActivity.SelectedItem.Text;
claimService.InternalComments = txtMyComments.Text.Trim();
claimService.IsBillable = cbIsBillable.Checked;
claimService.Billed = false;
//save to db
claimService = repository.Save(claimService);
//string EmailService = ddlInvoiceServiceType.SelectedItem.Text;
//string EmailActivity = ddlActivity.SelectedItem.Text;
//string EmailDescription = txtServiceDescription.Text;
//string EmailInternal = txtMyComments.Text;
//string EmailQuantity = txtServiceQty.Text;
//string EmailDate = txtServiceDate.Text;
}
// diary
diary = new ClaimComment();
diary.ClaimID = claimID;
diary.CommentDate = DateTime.Now;
diary.UserId = userID;
diary.ActivityType = ddlActivity.SelectedItem.Text;
diary.InternalComments = txtMyComments.Text.Trim();
diary.CommentText = string.Format("Service: {0}, Description: {1}, Date {2:MM/dd/yyyy}, Qty: {3:N2}, Adjuster: {4}",
ddlInvoiceServiceType.SelectedItem.Text,
claimService.ServiceDescription,
claimService.ServiceDate,
claimService.ServiceQty,
txtServiceAdjuster.Text
);
ClaimCommentManager.Save(diary);
myAdjusterID = Convert.ToInt32(claimService.AdjusterID); //Convert.ToInt32(myClaim.AdjusterID);
//EMAIL ADJUSTER OC 10/21/2014
if (myAdjusterID != 0 || myAdjusterID != null)
{
adjuster = AdjusterManager.GetAdjusterId(myAdjusterID);
}
if (cbEmailAdjuster.Checked == true)
{
try
{
notifyAdjuster(adjuster, claimService, myClaim);
}
catch (Exception ex)
{
lblMessage.Text = "Unable to send email to adjuster";
lblMessage.CssClass = "error";
}
}
//EMAIL CLIENT CONTACT OC 10/22/2014
if (cbEmailClient.Checked == true) //Dont need to check if invoice Pro ID is empty becuase to get to this point, one has to exist already
{
if (Session["ComingFromAllClaims"] != null) //if the user got here straight from the all claims screen
{
profileID = Convert.ToInt32(Session["CarrierInvoiceID"]);
}
else//coming from claim detail page
{
profileID = Convert.ToInt32(Session["InvoiceProfileID"]);
}
CarrierInvoice = CarrierInvoiceProfileManager.Get(profileID);
try
{
notifyClientContact(CarrierInvoice, claimService, myClaim, adjuster);
}
catch (Exception ex)
{
lblMessage.Text = "Unable to send email to client contact";
lblMessage.CssClass = "error";
}
}
//EMAIL TO WHOMEVER
if (txtEmailTo.Text != "")
{
try
{
notifySpecifiedUser(adjuster, claimService, myClaim);
}
catch (Exception ex)
{
lblMessage.Text = "Unable to send email to adjuster";
lblMessage.CssClass = "error";
}
}
scope.Complete();
}
lblMessage.Text = "Service was saved successfully.";
lblMessage.CssClass = "ok";
// keep edit form active
lbtnNewClaimService_Click(null, null);
// refresh grid
gvClaimService.DataSource = loadClaimServices(claimID);
gvClaimService.DataBind();
}
catch (Exception ex)
{
Core.EmailHelper.emailError(ex);
lblMessage.Text = "Unable to save claim service.";
lblMessage.CssClass = "error";
}
//send email to adjuster
}
// 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();
}
}
private decimal calculateInvoiceAmount(CRM.Data.Entities.LeadPolicy policy)
{
string[] applicableStates = null;
string claimState = null;
CRM.Data.Entities.CarrierInvoiceProfile profile = null;
decimal invoiceAmount = 0;
decimal netClaimPayable = 0;
int profileID = Convert.ToInt32(ddlInvoiceProfile.SelectedValue);
profile = CarrierInvoiceProfileManager.GetProfileForInvoicing(profileID, policy.ClaimDesignationID);
if (profile != null)
{
// check applicable state
if (!string.IsNullOrEmpty(profile.CoverageArea))
{
applicableStates = profile.CoverageArea.Split(new char[] { ',' });
if (policy.Leads != null && policy.Leads.StateId != null && !applicableStates.Contains("all"))
{
claimState = policy.Leads.StateId.ToString();
if (!applicableStates.Contains(claimState))
{
return(0);
}
}
}
// determine which amount to use as base to calculate invoice amount
if (profile.InvoiceType != null && profile.InvoiceType == 1)
{
netClaimPayable = (decimal)policy.NetClaimPayable;
}
else if (profile.InvoiceType != null && profile.InvoiceType == 2)
{
netClaimPayable = (decimal)policy.GrossLossPayable;
}
// apply schedule fee
if (profile != null && profile.CarrierInvoiceProfileFeeSchedule != null && profile.CarrierInvoiceProfileFeeSchedule.Count() > 0)
{
foreach (CarrierInvoiceProfileFeeSchedule schedule in profile.CarrierInvoiceProfileFeeSchedule)
{
if (netClaimPayable >= schedule.RangeAmountFrom && netClaimPayable <= schedule.RangeAmountTo)
{
if (schedule.FlatFee > 0)
{
invoiceAmount = schedule.FlatFee;
}
else if (schedule.MinimumFee > 0)
{
invoiceAmount = schedule.MinimumFee;
}
else if (schedule.PercentFee > 0)
{
invoiceAmount = netClaimPayable * schedule.PercentFee;
}
}
}
}
// apply pricing provisions
if (profile != null && profile.CarrierInvoiceProfileFeeProvision != null && profile.CarrierInvoiceProfileFeeProvision.Count() > 0)
{
foreach (CarrierInvoiceProfileFeeProvision feeProvision in profile.CarrierInvoiceProfileFeeProvision)
{
if (feeProvision.ProvisionAmount > 0)
{
invoiceAmount += feeProvision.ProvisionAmount;
}
}
}
}
return(invoiceAmount);
}
protected void btnSaveExpense_Click(object sender, EventArgs e)
{
Claim claim = null;
Claim myClaim = null;
ClaimExpense claimExpense = null;
AdjusterMaster adjuster = null;
CarrierInvoiceProfile CarrierInvoice = null;
int clientID = SessionHelper.getClientId();
int userID = SessionHelper.getUserId();
int claimID = SessionHelper.getClaimID();
int myAdjusterID = 0;
int profileID = 0;
int expenseTypeID = 0;
int id = 0;
Page.Validate("expense");
if (!Page.IsValid)
{
return;
}
id = Convert.ToInt32(ViewState["ClaimExpenseID"]);
ClaimManager cm = new ClaimManager();
myClaim = cm.Get(claimID);
try
{
expenseTypeID = Convert.ToInt32(ddlExpenseType.SelectedValue);
using (TransactionScope scope = new TransactionScope())
{
using (ClaimExpenseManager repository = new ClaimExpenseManager())
{
if (id == 0)
{
claimExpense = new ClaimExpense();
claimExpense.ClaimID = claimID;
}
else
{
claimExpense = repository.Get(id);
}
// populate fields
if (txtExpenseAmount.Visible == false)
{
var x = Session["multiplier"].ToString();
double expenseAmount = Convert.ToDouble(x) * Convert.ToDouble(txtExpenseQty.ValueDecimal); //newOC 10/7/14
claimExpense.ExpenseAmount = Convert.ToDecimal(expenseAmount);
decimal d = Convert.ToDecimal(expenseAmount);
//Session["EmailAmount"] = "$" + Math.Round(d, 2);
Session["EmailAmount"] = String.Format("{0:0.00}", expenseAmount);
// Session["EmailAmount"] = expenseAmount;
}
else
{
claimExpense.ExpenseAmount = txtExpenseAmount.ValueDecimal;
}
claimExpense.ExpenseDate = txtExpenseDate.Date;
claimExpense.ExpenseDescription = txtExpenseDescription.Text.Trim();
claimExpense.ExpenseTypeID = expenseTypeID;
claimExpense.IsReimbursable = cbxExpenseReimburse.Checked;
claimExpense.UserID = userID;
claimExpense.AdjusterID = Convert.ToInt32(hf_expenseAdjusterID.Value);
claimExpense.ExpenseQty = txtExpenseQty.ValueDecimal;
claimExpense.InternalComments = txtMyComments.Text.Trim();
claimExpense.Billed = false;
// claimExpense.IsBillable = cbIsBillable.Checked;
// save expense
claimExpense = repository.Save(claimExpense);
}
// update diary entry
ClaimComment diary = new ClaimComment();
diary.ClaimID = claimID;
diary.CommentDate = DateTime.Now;
diary.UserId = userID;
diary.CommentText = string.Format("Expense: {0}, Description: {1}, Date: {2:MM/dd/yyyy}, Amount: {3:N2}, Adjuster: {4} Qty: {5:N2}",
ddlExpenseType.SelectedItem.Text,
claimExpense.ExpenseDescription,
claimExpense.ExpenseDate,
claimExpense.ExpenseAmount,
txtExpenseAdjuster.Text,
claimExpense.ExpenseQty
);
ClaimCommentManager.Save(diary);
// 2014-05-02 apply rule
using (SpecificExpenseTypePerCarrier ruleEngine = new SpecificExpenseTypePerCarrier())
{
claim = new Claim();
claim.ClaimID = claimID;
RuleException ruleException = ruleEngine.TestRule(clientID, claim, expenseTypeID);
if (ruleException != null)
{
ruleException.UserID = Core.SessionHelper.getUserId();
ruleEngine.AddException(ruleException);
CheckSendMail(ruleException);
}
}
myAdjusterID = Convert.ToInt32(claimExpense.AdjusterID); //Convert.ToInt32(myClaim.AdjusterID);
//EMAIL ADJUSTER OC 10/22/2014
if (myAdjusterID != 0 || myAdjusterID != null)
{
adjuster = AdjusterManager.GetAdjusterId(myAdjusterID);
}
if (cbEmailAdjuster.Checked == true)
{
try
{
notifyAdjuster(adjuster, claimExpense, myClaim);
}
catch (Exception ex)
{
lblMessage.Text = "Unable to send email to adjuster";
lblMessage.CssClass = "error";
}
}
//EMAIL CLIENT CONTACT OC 10/22/2014
if (cbEmailClient.Checked == true) //Dont need to check if invoice Pro ID is empty becuase to get to this point, one has to exist already
{
if (Session["ComingFromAllClaims"] != null) //if the user got here straight from the all claims screen
{
profileID = Convert.ToInt32(Session["CarrierInvoiceID"]);
}
else//coming from claim detail page
{
profileID = Convert.ToInt32(Session["InvoiceProfileID"]);
}
CarrierInvoice = CarrierInvoiceProfileManager.Get(profileID);
try
{
notifyClientContact(CarrierInvoice, claimExpense, myClaim, adjuster);
}
catch (Exception ex)
{
lblMessage.Text = "Unable to send email to client contact";
lblMessage.CssClass = "error";
}
}
//EMAIL TO WHOMEVER OC 10/22/2014
if (txtEmailTo.Text != "")
{
try
{
notifySpecifiedUser(adjuster, claimExpense, myClaim);
}
catch (Exception ex)
{
lblMessage.Text = "Unable to send email to adjuster";
lblMessage.CssClass = "error";
}
}
// complete transaction
scope.Complete();
}
lblMessage.Text = "Expense saved successfully.";
lblMessage.CssClass = "ok";
// refresh grid
gvExpense.DataSource = loadExpenses(claimID);
gvExpense.DataBind();
// keep edit form active
lbtnNewExpense_Click(null, null);
lblAmount.Text = "";
lblAmount.Visible = false;
txtExpenseAmount.Visible = true;
}
catch (Exception ex) {
Core.EmailHelper.emailError(ex);
lblMessage.Text = "Unable to save claim expense.";
lblMessage.CssClass = "error";
}
}
