protected string generateInvoicePDF(int invoiceID)
{
string reportPath = null;
string appPath = ConfigurationManager.AppSettings["appPath"].ToString();
invoiceReport = LeadInvoiceManager.GetInvoiceForReport(invoiceID);
if (invoiceReport != null)
{
reportViewer.Reset();
reportViewer.LocalReport.DataSources.Clear();
reportViewer.LocalReport.EnableExternalImages = true;
ReportDataSource reportDataSource = new ReportDataSource();
reportDataSource.Name = "DataSet1";
reportDataSource.Value = invoiceReport;
reportViewer.LocalReport.DataSources.Add(reportDataSource);
reportViewer.LocalReport.ReportPath = appPath + "/Content/Invoice.rdlc";
reportViewer.LocalReport.SubreportProcessing += new SubreportProcessingEventHandler(subReportsEventHandler);
reportPath = string.Format("{0}/Temp/Invoice_{1}.pdf", appPath, invoiceID);
Core.ReportHelper.savePDFFromLocalReport(reportViewer.LocalReport, reportPath);
}
return(reportPath);
}
protected void Page_Load(object sender, EventArgs e)
{
int invoiceID = Request.Params["id"] == null ? 0 : Convert.ToInt32(Request.Params["id"]);
invoice = LeadInvoiceManager.GetInvoiceForReport(invoiceID);
if (invoice != null)
{
reportViewer.Reset();
reportViewer.LocalReport.DataSources.Clear();
reportViewer.LocalReport.EnableExternalImages = true;
ReportDataSource reportDataSource = new ReportDataSource();
reportDataSource.Name = "DataSet1";
reportDataSource.Value = invoice;
reportViewer.LocalReport.DataSources.Add(reportDataSource);
reportViewer.LocalReport.ReportPath = appPath + "/Content/Invoice.rdlc";
this.reportViewer.LocalReport.SubreportProcessing += new SubreportProcessingEventHandler(subReportsEventHandler);
string pdfPath = string.Format("{0}/Temp/{1}.pdf", appPath, Guid.NewGuid());
Core.ReportHelper.savePDFFromLocalReport(reportViewer.LocalReport, pdfPath);
Core.ReportHelper.renderToBrowser(pdfPath);
}
}
public void bindData()
{
int leadID = Core.SessionHelper.getLeadId();
List <CRM.Data.Entities.LeadInvoice> invoices = LeadInvoiceManager.GetInvoices(leadID).ToList();
gvInvoices.DataSource = invoices;
gvInvoices.DataBind();
}
protected void btnEmailInvoice_Click(object sender, EventArgs e)
{
string reportPath = null;
int invoiceID = 0;
Data.Entities.LeadInvoice invoice = null;
int port = 0;
string password = null;
CRM.Data.Entities.SecUser user = null;
string subject = "Invoice";
int userID = Core.SessionHelper.getUserId();
string bodyText = "Invoiced is attached.";
Page.Validate("emailInvoice");
if (!Page.IsValid)
{
return;
}
try {
invoiceID = Convert.ToInt32(ViewState["InvoiceID"].ToString());
reportPath = generateInvoicePDF(invoiceID);
user = SecUserManager.GetByUserId(userID);
if (user != null && !string.IsNullOrEmpty(reportPath))
{
invoice = LeadInvoiceManager.Get(invoiceID);
string[] recipient = new string[] { txtEmailTo.Text };
string[] attachments = new string[] { reportPath };
port = Convert.ToInt32(user.emailHostPort);
password = Core.SecurityManager.Decrypt(user.emailPassword);
Core.EmailHelper.sendEmail(user.Email, recipient, null, subject, bodyText, attachments, user.emailHost, port, user.Email, password);
updateDocumentLog(reportPath, (int)invoice.PolicyTypeID);
lblMessage.Text = "Invoice mailed successfully.";
lblMessage.CssClass = "ok";
}
}
catch (Exception ex) {
lblMessage.Text = "Unable to email invoice.";
lblMessage.CssClass = "error";
}
}
protected void gvInvoices_RowCommand(object sender, GridViewCommandEventArgs e)
{
int invoiceID = 0;
CRM.Data.Entities.LeadInvoice invoice = null;
if (e.CommandName == "DoDelete")
{
invoiceID = Convert.ToInt32(e.CommandArgument);
invoice = LeadInvoiceManager.Get(invoiceID);
if (invoice != null)
{
invoice.isVoid = true;
LeadInvoiceManager.Save(invoice);
// refresh list
bindData();
}
}
}
private void saveInvoice()
{
string[] billToValues = null;
int clientID = 0;
int invoiceID = 0;
int InvoiceLineID = 0;
Data.Entities.LeadInvoice invoice = null;
CRM.Data.Entities.LeadPolicy policy = null;
LeadInvoiceDetail invoiceDetailLine = null;
LeadInvoiceDetail 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 Data.Entities.LeadInvoice();
// get id for current lead
invoice.LeadId = Core.SessionHelper.getLeadId();
invoice.isVoid = false;
// assign client
invoice.ClientID = clientID;
// hide print button
//btnPrint.Visible = false;
}
else
{
invoice = LeadInvoiceManager.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 = LeadInvoiceManager.GetNextInvoiceNumber(clientID);
invoice.InvoiceNumber = nextInvoiceNumber;
}
invoiceID = LeadInvoiceManager.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 = LeadInvoiceDetailManager.Get(InvoiceLineID);
}
else
{
invoiceDetail = new LeadInvoiceDetail();
}
// 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
LeadInvoiceDetailManager.Save(invoiceDetail);
// clear
ViewState["InvoiceLineID"] = "0";
// update invoice total after adding
invoice = LeadInvoiceManager.Get(invoiceID);
invoice.TotalAmount = invoice.LeadInvoiceDetail.Where(x => x.isBillable == true).Sum(x => x.LineAmount);
taxAmount = (invoice.TotalAmount ?? 0) * ((invoice.TaxRate ?? 0) / 100);
//invoice.TotalAmount = invoice.TotalAmount + taxAmount;
LeadInvoiceManager.Save(invoice);
// update comment
updateInvoiceComment(invoice, invoiceDetail);
}
}
// complete transaction
scope.Complete();
}
// refresh invoice detail lines
bindInvoiceDetails(invoiceID);
clearFields();
showToolbarButtons();
}
catch (Exception ex) {
lblMessage.Text = "Error while saving invoice.";
lblMessage.CssClass = "error";
Core.EmailHelper.emailError(ex);
}
}
protected void bindData()
{
int invoiceID = 0;
int policyID = 0;
CRM.Data.Entities.LeadInvoice invoice = null;
List <LeadInvoiceDetail> invoiceDetails = null;
// get id for current lead
int leadID = Core.SessionHelper.getLeadId();
// get client id
int clientID = Core.SessionHelper.getClientId();
// get current policy
policyID = Core.SessionHelper.getPolicyID();
// check for new invoice or edit invoice
ViewState["InvoiceID"] = Request.Params["id"] == null ? "0" : Request.Params["id"].ToString();
int.TryParse(ViewState["InvoiceID"].ToString(), out invoiceID);
// get lead/claim
Leads lead = LeadsManager.Get(leadID);
if (lead != null)
{
bindBillTo(lead);
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();
invoiceDetails = new List <LeadInvoiceDetail>();
invoiceDetails.Add(new LeadInvoiceDetail());
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 = LeadInvoiceManager.Get(invoiceID);
// show print button
//btnPrint.Visible = true;
if (invoice != null && invoice.LeadInvoiceDetail != 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.AdjusterInvoiceNumber;
// show total
txtTotalAmount.Text = string.Format("{0:N2}", invoice.TotalAmount);
// sort line items by date
gvInvoiceLines.DataSource = invoice.LeadInvoiceDetail.OrderBy(x => x.LineDate);
gvInvoiceLines.DataBind();
// show invoice numebr
pnlInvoiceNumber.Visible = true;
txtInvoiceNumber.Text = string.Format("{0:N0}", invoice.InvoiceNumber ?? 0);
}
}
bindInvoiceServices();
}
