private CRM.Data.Entities.LeadPolicy createPolicy(int leadID, DataRow dataRow)
{
CRM.Data.Entities.LeadPolicy policy = null;
string userFieldName = null;
policy = new CRM.Data.Entities.LeadPolicy();
policy.LeadId = leadID;
policy.IsActive = true;
// Policy Number
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Policy Number");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
policy.PolicyNumber = dataRow[userFieldName].ToString().Trim();
}
// Policy Form
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Policy Form");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
policy.PolicyFormType = dataRow[userFieldName].ToString().Trim();
}
LeadPolicyManager.Save(policy);
return(policy);
}
protected void gvPolicyList_RowCommand(object sender, GridViewCommandEventArgs e)
{
int id = 0;
switch (e.CommandName)
{
case "DoEdit":
case "DoView":
Session["policyID"] = e.CommandArgument;
Response.Redirect("~/Protected/LeadPolicyEdit.aspx");
break;
case "DoDelete":
id = Convert.ToInt32(e.CommandArgument);
try {
Data.Entities.LeadPolicy policy = LeadPolicyManager.Get(id);
if (policy != null)
{
policy.IsActive = false;
LeadPolicyManager.Save(policy);
// refresh policy list
gvPolicyList.DataBind();
}
}
catch (Exception ex) {
Core.EmailHelper.emailError(ex);
}
break;
default:
break;
}
}
// 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();
}
}
public void saveForm()
{
Page.Validate("Policy");
//if (!Page.IsValid)
// return;
CRM.Data.Entities.LeadPolicy policy = null;
lblMessage.Text = string.Empty;
lblMessage.CssClass = string.Empty;
//if (int.TryParse(hf_policyID.Value, out id) && id > 0) {
if (policyID > 0)
{
policy = LeadPolicyManager.Get(policyID);
}
else
{
// new
policy = new CRM.Data.Entities.LeadPolicy();
policy.LeadId = Core.SessionHelper.getLeadId();
policy.Id = 0;
policy.IsActive = true;
policy.isAllDocumentUploaded = false;
}
if (ucPolicyType1.SelectedValue == "0" || ucPolicyType1.SelectedValue == "")
{
policy.PolicyType = null;
}
else
{
policy.PolicyType = Convert.ToInt32(ucPolicyType1.SelectedValue);
}
// carrier information
if (ddlCarrier.SelectedIndex > 0)
{
policy.CarrierID = Convert.ToInt32(ddlCarrier.SelectedValue);
}
else
{
policy.CarrierID = null;
}
policy.PolicyNumber = txtInsurancePolicyNumber.Text.Trim();
policy.PolicyFormType = txtPolicyFormType.Text.Trim();
policy.InsuranceCompanyName = txtInsuranceCompanyName.Text;
if (!string.IsNullOrEmpty(txtExpirationDate.Text))
{
policy.ExpirationDate = txtExpirationDate.Date;
}
else
{
policy.ExpirationDate = null;
}
if (!string.IsNullOrEmpty(txtExpirationDate.Text))
{
policy.EffectiveDate = txtEffectiveDate.Date;
}
else
{
policy.EffectiveDate = null;
}
if (!string.IsNullOrEmpty(txtInitialCoverageDate.Text))
{
policy.InitialCoverageDate = txtInitialCoverageDate.Date;
}
if (ddlAgent.SelectedIndex > 0)
{
policy.AgentID = Convert.ToInt32(ddlAgent.SelectedValue);
}
try {
using (TransactionScope scope = new TransactionScope()) {
// save policy id
this.policyID = LeadPolicyManager.Save(policy);
if (HttpContext.Current.Session["Limit"] != null && HttpContext.Current.Session["PolicyLimit"] != null && HttpContext.Current.Session["tblCasulityPolicylimit"] != null && HttpContext.Current.Session["tblAllPolicylimit"] != null)
{
AddLimitPolicy(this.policyID);
CacheBlank();
ShowAddCoverage();
SetAddCoverage(this.policyID);
HideAddCoverageAdd();
}
else
{
propertyLimits.saveLimits(policyID);
//casualtyLimits.saveLimits(policyID);
}
propertySubLimits.saveLimits(policyID);
scope.Complete();
}
// save policy type in viewstate
policyType = ucPolicyType1.SelectedValue;
// save policy id
hf_policyID.Value = policyID.ToString();
// activate other tabs
tabContainerPolicy.Visible = true;
activateLinks();
bindLimits();
bindClaims();
//bindData();
lblMessage.Text = "Policy Information saved successfully.";
lblMessage.CssClass = "ok";
}
catch (Exception ex) {
lblMessage.Text = "Policy Information was not saved.";
lblMessage.CssClass = "error";
Core.EmailHelper.emailError(ex);
}
}
protected void btnAgentNewSave_Click(object sender, EventArgs e)
{
CRM.Data.Entities.LeadPolicy policy = null;
Contact contact = null;
contact = new Contact();
contact.ClientID = SessionHelper.getClientId();
contact.IsActive = true;
contact.Address1 = txtAgentAddress1.Text;
contact.Address2 = txtAgentAddress2.Text;
contact.CategoryID = (int)Globals.ContactType.Agent;
contact.CompanyName = txtAgentEntityName.Text;
contact.ContactName = txtAgentFirstName.Text + " " + txtAgentLastName.Text;
contact.Email = txtAgentEmail.Text;
contact.Fax = txtAgentFax.Text;
contact.FirstName = txtAgentFirstName.Text;
contact.LastName = txtAgentLastName.Text;
contact.Phone = txtAgentPhoneNumber.Text;
if (ddlState.SelectedIndex > 0)
{
contact.StateID = Convert.ToInt32(ddlState.SelectedValue);
}
if (ddlCity.SelectedIndex > 0)
{
contact.CityID = Convert.ToInt32(ddlCity.SelectedValue);
}
if (ddlAgentZip.SelectedIndex > 0)
{
contact.ZipCodeID = Convert.ToInt32(ddlAgentZip.SelectedValue);
}
try {
using (TransactionScope scope = new TransactionScope()) {
contact = ContactManager.Save(contact);
policy = LeadPolicyManager.Get(this.policyID);
policy.AgentID = contact.ContactID;
LeadPolicyManager.Save(policy);
scope.Complete();
}
showInputFields(false);
showLabelField(true);
bindAgents();
ddlAgent.SelectedValue = contact.ContactID.ToString();
fillAgentDetails(contact.ContactID);
}
catch (Exception ex) {
Core.EmailHelper.emailError(ex);
}
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
string assignmentInstructions = null;
Carrier carrier = null;
bool isSuccess = true;
Leads lead = null;
string lossPerilDescription = null;
CRM.Data.Entities.LeadPolicy policy = collectPolicyDataFromUI();
int policyID = 0;
lblMessage.Text = string.Empty;
using (TransactionScope scope = new TransactionScope()) {
try {
// save lead/claim
lead = saveLead();
// save carrier
carrier = saveCarrier();
// save carrier contact
saveContact(carrier.CarrierID);
// save policy
policy.LeadId = lead.LeadId;
if (carrier != null)
{
policy.CarrierID = carrier.CarrierID;
}
policyID = LeadPolicyManager.Save(policy);
//saveCoverages(policyID);
// save assingment instructions in comments
if (!string.IsNullOrEmpty(txtAssignmentInstructions.Text))
{
assignmentInstructions = "<div><b>Assignment Instructions</b></div><div>" + this.txtAssignmentInstructions.Text.Trim() + "</div>";
saveComments(assignmentInstructions, (int)policy.PolicyType, lead.LeadId);
}
// save loss Peril Description in comments
if (!string.IsNullOrEmpty(this.txtLossPerilDescription.Text))
{
lossPerilDescription = "<div><b>Loss/Peril Description</b></div><div>" + this.txtLossPerilDescription.Text.Trim() + "</div>";
saveComments(lossPerilDescription, (int)policy.PolicyType, lead.LeadId);
}
// save final comments
saveComments(txtComments.Text.Trim(), (int)policy.PolicyType, lead.LeadId);
uploadFile(fileUpload1, lead.LeadId, txtfileUpload1.Text);
uploadFile(fileUpload2, lead.LeadId, txtfileUpload2.Text);
uploadFile(fileUpload3, lead.LeadId, txtfileUpload3.Text);
uploadFile(fileUpload4, lead.LeadId, txtfileUpload4.Text);
uploadFile(fileUpload5, lead.LeadId, txtfileUpload5.Text);
// complete transaction and alert user
scope.Complete();
//lblMessage.Text = "Data has been submitted successfully.";
//lblMessage.CssClass = "ok";
isSuccess = true;
}
catch (Exception ex) {
lblMessage.Text = "Unable to submit data due to error.";
lblMessage.CssClass = "error";
isSuccess = false;
}
// reload page
if (isSuccess)
{
Response.Redirect("~/Protected/Intake/form.aspx");
}
}
}
