private void saveInvoice()
{
int clientID = 0;
int invoiceID = 0;
int InvoiceLineID = 0;
Invoice invoice = null;
InvoiceDetail invoiceDetailLine = null;
InvoiceDetail invoiceDetail = null;
int nextInvoiceNumber = 0;
decimal taxAmount = 0;
clientID = Core.SessionHelper.getClientId();
invoiceID = ViewState["InvoiceID"] == null ? 0 : Convert.ToInt32(ViewState["InvoiceID"].ToString());
if (invoiceID == 0)
{
invoice = new Invoice();
// get id for current lead
invoice.ClaimID = Core.SessionHelper.getClaimID();
invoice.IsVoid = false;
}
else
{
invoice = InvoiceManager.Get(invoiceID);
}
//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();
try {
using (TransactionScope scope = new TransactionScope()) {
if (invoiceID == 0)
{
// assign next invoice number to new invoice
nextInvoiceNumber = InvoiceManager.GetNextInvoiceNumber(clientID);
invoice.InvoiceNumber = nextInvoiceNumber;
}
invoiceID = InvoiceManager.Save(invoice);
// save newly generated invoice id
ViewState["InvoiceID"] = invoiceID.ToString();
#region get detail line from gridview
foreach (GridViewRow row in gvTimeExpense.Rows)
{
// get detail line from grid
invoiceDetailLine = getInvoiceDetailLine(row);
if (invoiceDetailLine != null)
{
if (invoiceDetailLine.InvoiceLineID > 0)
{
invoiceDetail = InvoiceDetailManager.Get(InvoiceLineID);
}
else
{
invoiceDetail = new InvoiceDetail();
}
// update fields
invoiceDetail.InvoiceID = invoiceID;
invoiceDetail.ServiceTypeID = invoiceDetailLine.ServiceTypeID;
invoiceDetail.ExpenseTypeID = invoiceDetailLine.ExpenseTypeID;
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
InvoiceDetailManager.Save(invoiceDetail);
}
} // foreach
#endregion
// update invoice total after adding
invoice = InvoiceManager.Get(invoiceID);
invoice.TotalAmount = invoice.InvoiceDetail.Where(x => x.isBillable == true).Sum(x => x.LineAmount);
taxAmount = (invoice.TotalAmount ?? 0) * (invoice.TaxRate / 100);
InvoiceManager.Save(invoice);
// add invoice to claim diary comment
addInvoiceToClaimDiary(invoice, invoiceDetail);
// 2014-05-02 apply rule
using (SpecificExpenseTypePerCarrier ruleEngine = new SpecificExpenseTypePerCarrier()) {
RuleException ruleException = ruleEngine.TestRule(clientID, invoice);
if (ruleException != null)
{
ruleException.UserID = Core.SessionHelper.getUserId();
ruleEngine.AddException(ruleException);
CheckSendMail(ruleException);
}
}
// complete transaction
scope.Complete();
} // using
// refresh invoice number on UI
txtInvoiceNumber.Text = (invoice.InvoiceNumber ?? 0).ToString();
showToolbarButtons();
lblMessage.Text = "Invoice was generated successfully.";
lblMessage.CssClass = "ok";
}
catch (Exception ex) {
lblMessage.Text = "Error while saving invoice.";
lblMessage.CssClass = "error";
Core.EmailHelper.emailError(ex);
}
}
// 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 void saveInvoice()
{
string[] billToValues = null;
int clientID = 0;
int invoiceID = 0;
int InvoiceLineID = 0;
Invoice invoice = null;
CRM.Data.Entities.LeadPolicy policy = null;
InvoiceDetail invoiceDetailLine = null;
InvoiceDetail 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 Invoice();
// get id for current lead
invoice.ClaimID = Core.SessionHelper.getClaimID();
invoice.IsVoid = false;
// assign client
//invoice.ClientID = clientID;
// hide print button
//btnPrint.Visible = false;
}
else
{
invoice = InvoiceManager.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 = InvoiceManager.GetNextInvoiceNumber(clientID);
invoice.InvoiceNumber = nextInvoiceNumber;
}
invoiceID = InvoiceManager.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 = InvoiceDetailManager.Get(InvoiceLineID);
}
else
{
invoiceDetail = new InvoiceDetail();
}
// 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
InvoiceDetailManager.Save(invoiceDetail);
// clear
ViewState["InvoiceLineID"] = "0";
}
}
// update invoice total after adding new detail line
invoice = InvoiceManager.Get(invoiceID);
invoice.TotalAmount = invoice.InvoiceDetail.Where(x => x.isBillable == true).Sum(x => x.LineAmount);
taxAmount = (invoice.TotalAmount ?? 0) * (invoice.TaxRate / 100);
InvoiceManager.Save(invoice);
// update claim diarycomment
updateClaimDiary(invoice, invoiceDetail);
// complete transaction
scope.Complete();
}
// refresh invoice detail lines
bindInvoiceDetails(invoiceID);
// refresh invoice number on UI
txtInvoiceNumber.Text = (invoice.InvoiceNumber ?? 0).ToString();
clearFields();
showToolbarButtons();
refreshParentWindow();
}
catch (Exception ex) {
lblMessage.Text = "Error while saving invoice.";
lblMessage.CssClass = "error";
Core.EmailHelper.emailError(ex);
}
}