private ProspectCustomer GetProspectCustomer(long eventCustomerId)
{
var eventCustomer = _eventCustomerRepository.GetById(eventCustomerId);
if (eventCustomer == null)
{
return(null);
}
var prospectCustomer = _prospectCustomerRepository.GetProspectCustomerByCustomerId(eventCustomer.CustomerId);
if (prospectCustomer == null)
{
var customer = _customerRepository.GetCustomer(eventCustomer.CustomerId);
prospectCustomer = new ProspectCustomer
{
FirstName = customer.Name.FirstName,
LastName = customer.Name.LastName,
Gender = customer.Gender,
Address = customer.Address,
CallBackPhoneNumber = customer.HomePhoneNumber,
Email = customer.Email,
BirthDate = customer.DateOfBirth,
MarketingSource = customer.MarketingSource,
CustomerId = customer.CustomerId,
Source = ProspectCustomerSource.CallCenter
};
}
return(prospectCustomer);
}
public void GetProspectCustomerReturnsNullForNonexistentProspectId()
{
const long nonexistentProspectId = 0;
ProspectCustomer prospectCustomer = _prospectCustomerRepository.GetProspectCustomer(nonexistentProspectId);
Assert.IsNull(prospectCustomer);
}
public ProspectCustomer SaveProspectCustomer(ProspectCustomer prospectCustomer)
{
long prospectCustomerId = prospectCustomer.Id;
if (prospectCustomer.Id > 0 && prospectCustomer.CreatedOn == DateTime.MinValue)
{
prospectCustomer.CreatedOn = DateTime.Now;
}
prospectCustomer = _uniqueItemRepository.Save(prospectCustomer);
// If this is a new prospect customer, track this conversion.)
if (prospectCustomerId == 0)
{
long clickId = 0;
HttpCookie clickIdCookie = Context.Request.Cookies["advertiserClick"];
if (clickIdCookie != null)
{
long.TryParse(clickIdCookie.Value, out clickId);
}
// if there's a click ID, save which click caused the conversion to a prospective customer, and their prospect ID
if (clickId > 0)
{
IClickConversionRepository clickConversionRepository = new ClickConversionRepository();
clickConversionRepository.SaveProspectConversion(clickId, prospectCustomer.Id);
}
}
return(prospectCustomer);
}
private void CreateProspectCustomer()
{
var prospectCustomerRepository = IoC.Resolve <IUniqueItemRepository <ProspectCustomer> >();
var prospectCustomer = ((IProspectCustomerRepository)prospectCustomerRepository).GetProspectCustomerByCustomerId(CustomerId);
var customer = CurrentCustomer;
if (prospectCustomer == null)
{
prospectCustomer = new ProspectCustomer
{
FirstName = customer.Name.FirstName,
LastName = customer.Name.LastName,
Gender = customer.Gender,
Address = customer.Address,
CallBackPhoneNumber = customer.HomePhoneNumber,
Email = customer.Email,
BirthDate = customer.DateOfBirth,
MarketingSource = customer.MarketingSource,
CustomerId = CustomerId,
Source = ProspectCustomerSource.CallCenter,
Tag = ProspectCustomerTag.Unspecified,
CreatedOn = DateTime.Now,
IsConverted = false,
Status = (long)ProspectCustomerConversionStatus.NotConverted,
TagUpdateDate = DateTime.Now
};
prospectCustomerRepository.Save(prospectCustomer);
}
}
public void GetProspectCustomerReturnsProspectCustomerForExistingProspectId()
{
const long testProspectCustomerId = 12732;
ProspectCustomer prospectCustomer = _prospectCustomerRepository.GetProspectCustomer(testProspectCustomerId);
Assert.IsNotNull(prospectCustomer);
Assert.AreEqual("Test", prospectCustomer.FirstName);
Assert.AreEqual("238382", prospectCustomer.Address.StreetAddressLine1);
}
private ProspectCustomer UpdateProspectCustomer(ProspectCustomer prospectCustomer, DateTime?callDateTime)
{
if (callDateTime.HasValue)
{
prospectCustomer.CallBackRequestedDate = callDateTime.Value;
prospectCustomer.CallBackRequestedOn = DateTime.Now;
prospectCustomer.IsQueuedForCallBack = true;
}
prospectCustomer = ((IUniqueItemRepository <ProspectCustomer>)_prospectCustomerRepository).Save(prospectCustomer);
return(prospectCustomer);
}
public bool UpdateCustomerDetails(MedicareCustomerViewModel customerViewModel)
{
var customer = _customerRepository.GetCustomer(customerViewModel.Id);
if (customer == null)
{
return(false);
}
_medicareFactory.UpdateCustomer(customerViewModel, customer);
PrepareAddress(customer, customerViewModel);
//_addressService.SaveAfterSanitizing(customer.Address);
//_userRepository.SaveUser(customer);
ProspectCustomer prospectCustomer = _prospectCustomerRepository.GetProspectCustomerByCustomerId(customerViewModel.Id);
if (prospectCustomer == null)
{
return(_customerService.SaveCustomerOnly(customer, customerViewModel.UpdatedBy));
}
prospectCustomer.FirstName = customerViewModel.FirstName;
prospectCustomer.LastName = customerViewModel.LastName;
if (customer.Gender > 0)
{
prospectCustomer.Gender = customer.Gender;
}
prospectCustomer.BirthDate = customer.DateOfBirth;
prospectCustomer.Email = customer.Email;
prospectCustomer.CallBackPhoneNumber = customer.HomePhoneNumber;
if (customer.Address != null)
{
prospectCustomer.Address.StreetAddressLine1 = customer.Address.StreetAddressLine1;
prospectCustomer.Address.StreetAddressLine2 = customer.Address.StreetAddressLine2;
if (customer.Address.StateId > 0)
{
var state = _stateRepository.GetState(customer.Address.StateId);
prospectCustomer.Address.State = state.Name;
}
if (!string.IsNullOrEmpty(customer.Address.City))
{
prospectCustomer.Address.City = customer.Address.City;
}
prospectCustomer.Address.ZipCode = customer.Address.ZipCode;
}
((IUniqueItemRepository <ProspectCustomer>)_prospectCustomerRepository).Save(prospectCustomer);
return(_customerService.SaveCustomer(customer, customerViewModel.UpdatedBy));
}
private void SaveProspectCustomerNew(ProspectCustomer prospectCustomer)
{
if (prospectCustomer != null && !string.IsNullOrEmpty(prospectCustomer.FirstName) && !string.IsNullOrEmpty(prospectCustomer.LastName) && prospectCustomer.CallBackPhoneNumber != null && !string.IsNullOrWhiteSpace(prospectCustomer.CallBackPhoneNumber.ToString()) && prospectCustomer.CallBackPhoneNumber.ToString() != "(___)-___-____")
{
var isNewProspectCustomer = prospectCustomer.Id <= 0;
IUniqueItemRepository <ProspectCustomer> uniqueItemRepository = new ProspectCustomerRepository();
prospectCustomer = uniqueItemRepository.Save(prospectCustomer);
CurrentProspectCustomerId = prospectCustomer.Id;
if (isNewProspectCustomer && ExistingCallId > 0 && CurrentProspectCustomerId > 0)
{
var callWizardService = new CallCenterCallWizardService();
callWizardService.BindCurrentCallToProspectCustomer(ExistingCallId, CurrentProspectCustomerId, IoC.Resolve <ISessionContext>().UserSession.UserId);
}
}
}
private bool CheckCustomerUnableToSchedule(ProspectCustomer prospectCustomer, DateTime from, DateTime todDate, CustomerEligibility customerEligibility)
{
if (prospectCustomer != null && (prospectCustomer.Tag == ProspectCustomerTag.Deceased))
{
return(true);
}
if (customerEligibility == null || !customerEligibility.IsEligible.HasValue || !customerEligibility.IsEligible.Value)
{
return(true);
}
return(prospectCustomer != null && ((prospectCustomer.TagUpdateDate.HasValue && prospectCustomer.TagUpdateDate.Value >= from && prospectCustomer.TagUpdateDate.Value <= todDate) && (prospectCustomer.Tag == ProspectCustomerTag.HomeVisitRequested ||
prospectCustomer.Tag == ProspectCustomerTag.MobilityIssue ||
prospectCustomer.Tag == ProspectCustomerTag.NoLongeronInsurancePlan)));
}
private ProspectCustomer SetCallBackPhoneNumber(ProspectCustomer prospectCustomer, Customer customer)
{
if (customer.HomePhoneNumber != null && !string.IsNullOrEmpty(customer.HomePhoneNumber.ToString()))
{
prospectCustomer.CallBackPhoneNumber = customer.HomePhoneNumber;
}
else if (customer.MobilePhoneNumber != null && !string.IsNullOrEmpty(customer.MobilePhoneNumber.ToString()))
{
prospectCustomer.CallBackPhoneNumber = customer.MobilePhoneNumber;
}
else if (customer.OfficePhoneNumber != null && !string.IsNullOrEmpty(customer.OfficePhoneNumber.ToString()))
{
prospectCustomer.CallBackPhoneNumber = customer.OfficePhoneNumber;
}
return(prospectCustomer);
}
public CallQueuePatientInfomationViewModel SetProspectCustomerInfo(ProspectCustomer domain)
{
var address = domain.Address != null?Mapper.Map <Address, AddressViewModel>(domain.Address) : null;
var model = new CallQueuePatientInfomationViewModel
{
ProspectCustomerId = domain.Id,
FirstName = domain.FirstName,
LastName = domain.LastName,
Gender = domain.Gender,
DateOfBirth = domain.BirthDate,
Email = domain.Email != null?domain.Email.ToString() : string.Empty,
AddressViewModel = address,
CallBackPhoneNumber = domain.CallBackPhoneNumber,
};
return(model);
}
private void SetProspectCustomerDataToControls()
{
var commonCode = new CommonCode();
ProspectCustomer currentProspectCustomer = null;
if (CurrentProspectCustomerId > 0)
{
var prospectCustomerRepository = IoC.Resolve <IUniqueItemRepository <ProspectCustomer> >();
currentProspectCustomer = prospectCustomerRepository.GetById(CurrentProspectCustomerId);
CurrentProspectCustomerId = currentProspectCustomer.Id;
}
if (currentProspectCustomer == null)
{
return;
}
txtFirstName.Text = currentProspectCustomer.FirstName;
txtLastName.Text = currentProspectCustomer.LastName;
txtZipCode.Text = currentProspectCustomer.Address.ZipCode.Zip;
txtCallBackNo.Text = currentProspectCustomer.CallBackPhoneNumber != null
? commonCode.FormatPhoneNumber(
currentProspectCustomer.CallBackPhoneNumber.ToString())
: string.Empty;
}
public CallQueuePatientInfomationViewModel SetCustomerTagInfo(ProspectCustomer domain, CallQueuePatientInfomationViewModel model)
{
if (domain == null)
{
model.ContactType = CallQueueTypeOfContact.Prospect.GetDescription();
model.ProspectTag = "Annual Customers";
}
else
{
if (domain.Tag.GetDescription() == ProspectCustomerTag.OnlineSignup.GetDescription())
{
model.ContactType = CallQueueTypeOfContact.WebProspect.GetDescription();
}
else
{
model.ContactType = CallQueueTypeOfContact.Prospect.GetDescription();
}
model.ProspectTag = domain.Tag.GetDescription() == ProspectCustomerTag.Unspecified.GetDescription() ? "Annual Customers" : domain.Tag.GetDescription();
}
return(model);
}
public ProspectCustomer CreateProspectCustomerFromCustomer(Customer customer, bool isConverted)
{
var prospectCustomer = new ProspectCustomer();
prospectCustomer.IsConverted = isConverted;
if (!prospectCustomer.IsConverted.Value)
{
prospectCustomer.ConvertedOnDate = null;
prospectCustomer.Status = (long)ProspectCustomerConversionStatus.NotConverted;
}
prospectCustomer.CreatedOn = DateTime.Now;
prospectCustomer.CustomerId = customer.CustomerId;
prospectCustomer.FirstName = customer.Name.FirstName;
prospectCustomer.LastName = customer.Name.LastName;
prospectCustomer.Gender = customer.Gender;
prospectCustomer.Address = customer.Address;
prospectCustomer.BirthDate = customer.DateOfBirth;
prospectCustomer.CustomerId = customer.CustomerId;
prospectCustomer.PhoneNumber = customer.MobilePhoneNumber;
prospectCustomer = SetCallBackPhoneNumber(prospectCustomer, customer);
prospectCustomer.Email = customer.Email;
prospectCustomer.Source = ProspectCustomerSource.CallCenter;
prospectCustomer.Tag = ProspectCustomerTag.CallCenterSignup;
prospectCustomer.MarketingSource = customer.MarketingSource;
prospectCustomer.TagUpdateDate = DateTime.Now;
return(prospectCustomer);
}
private bool CheckCustomerRefusal(ProspectCustomer prospectCustomer, DateTime fromDate, DateTime toDateTime)
{
return(prospectCustomer != null && prospectCustomer.TagUpdateDate >= fromDate && prospectCustomer.TagUpdateDate <= toDateTime && (prospectCustomer.Tag == ProspectCustomerTag.RecentlySawDoc));
}
private string GetCurrentStatus(Customer customer, IEnumerable <DirectMail> directMails, EventCustomer eventCustomer,
EventVolumeModel eventModel, EventVolumeModel lastScreeningEvent, ProspectCustomer prospectCustomer, DateTime fromDate, DateTime toDate, CustomerEligibility customerEligibility)
{
if (eventCustomer != null && eventCustomer.NoShow)
{
return(CurrentStatus.NoShow);
}
if (eventModel != null && eventModel.EventDate.Date >= DateTime.Today && (eventCustomer != null && eventCustomer.AppointmentId.HasValue))
{
return(CurrentStatus.ScheduledFutureAppointment);
}
//if (eventModel != null && eventModel.EventDate.Date == DateTime.Today && (eventCustomer != null && eventCustomer.AppointmentId.HasValue))
//{
// return CompletionStatus.ScheduledForToday;
//}
if (lastScreeningEvent != null)
{
return(CurrentStatus.ScheduledTestingComplete);
}
if (eventCustomer != null && !eventCustomer.AppointmentId.HasValue)
{
return(CurrentStatus.ScheduledCancelled);
}
if (customer.IsIncorrectPhoneNumber)
{
return(CurrentStatus.InvalidData);
}
if (CheckCustomerUnableToSchedule(prospectCustomer, fromDate, toDate, customerEligibility))
{
return(CurrentStatus.UnableToSchedule);
}
if (CheckCustomerRefusal(prospectCustomer, fromDate, toDate) || IsCustomerMarkedDonotContact(customer, fromDate, toDate))
{
return(CurrentStatus.Refusal);
}
if (directMails != null && directMails.Count() > 4)
{
var customerDirectMail = directMails.OrderByDescending(dm => dm.MailDate).FirstOrDefault();
if (customerDirectMail.MailDate.AddDays(28) < DateTime.Today)
{
return(CurrentStatus.Exhausted);
}
}
return(CurrentStatus.InProgress);
}
private void UpdateProspectCustomer()
{
var prospectCustomerRepository = IoC.Resolve <IProspectCustomerRepository>();
var prospectCustomer = prospectCustomerRepository.GetProspectCustomerByCustomerId(CustomerId);
if (prospectCustomer != null && RegistrationFlow != null)
{
RegistrationFlow.ProspectCustomerId = prospectCustomer.Id;
return;
}
prospectCustomer = new ProspectCustomer();
ICustomerRepository customerRepository = new CustomerRepository();
var customer = customerRepository.GetCustomer(CustomerId);
prospectCustomer.FirstName = customer.Name.FirstName;
prospectCustomer.LastName = customer.Name.LastName;
if (customer.HomePhoneNumber != null && !string.IsNullOrEmpty(customer.HomePhoneNumber.ToString()))
{
prospectCustomer.CallBackPhoneNumber = customer.HomePhoneNumber;
}
else if (customer.MobilePhoneNumber != null && !string.IsNullOrEmpty(customer.MobilePhoneNumber.ToString()))
{
prospectCustomer.CallBackPhoneNumber = customer.MobilePhoneNumber;
}
else if (customer.OfficePhoneNumber != null && !string.IsNullOrEmpty(customer.OfficePhoneNumber.ToString()))
{
prospectCustomer.CallBackPhoneNumber = customer.OfficePhoneNumber;
}
prospectCustomer.Address = new Address
{
City = customer.Address.City,
Country = customer.Address.Country,
State = customer.Address.State,
StreetAddressLine1 = customer.Address.StreetAddressLine1,
StreetAddressLine2 = customer.Address.StreetAddressLine2,
ZipCode = new ZipCode {
Zip = customer.Address.ZipCode.Zip
}
};
if (customer.DateOfBirth.HasValue)
{
prospectCustomer.BirthDate = customer.DateOfBirth.Value.Date;
}
if (!string.IsNullOrEmpty(customer.Email.ToString()))
{
prospectCustomer.Email = customer.Email;
}
prospectCustomer.CustomerId = CustomerId;
prospectCustomer.Source = ProspectCustomerSource.CallCenter;
prospectCustomer.Tag = ProspectCustomerTag.CallCenterSignup;
prospectCustomer.TagUpdateDate = DateTime.Now;
var eventRepository = IoC.Resolve <IEventRepository>();
prospectCustomer.IsConverted = eventRepository.CheckCustomerRegisteredForFutureEvent(CustomerId);
if (!prospectCustomer.IsConverted.Value)
{
prospectCustomer.ConvertedOnDate = null;
prospectCustomer.Status = (long)ProspectCustomerConversionStatus.NotConverted;
prospectCustomer.CreatedOn = DateTime.Now;
}
IUniqueItemRepository <ProspectCustomer> uniqueItemRepository = new ProspectCustomerRepository();
prospectCustomer = uniqueItemRepository.Save(prospectCustomer);
if (RegistrationFlow != null)
{
RegistrationFlow.ProspectCustomerId = prospectCustomer.Id;
}
}
private ProspectCustomerFollowupNotificationViewModel GetProspectCustomerFollowupNotificationModel(DateTime todayDate, int maxNumberofRecordstoFetch, int showNoOfRecords, string checkOutUrl, ProspectCustomer prospectCustomer, string message)
{
int totalEvents;
var model = GetEvents(prospectCustomer.Address.ZipCode.Zip, maxNumberofRecordstoFetch, out totalEvents);
if (totalEvents == 0)
{
_logger.Info(string.Format("No event found for {0} on {1} for zip {2} for Prospect Customer [Id: {3}]", message, todayDate.ToShortDateString(), prospectCustomer.Address.ZipCode.Zip, prospectCustomer.Id));
_logger.Info("\n");
return(null);
}
var events = model.Events.Where(e => e.AvailableSlots > 0).Select(e => e).ToArray().Take(showNoOfRecords);
if (events.IsNullOrEmpty())
{
_logger.Info(string.Format("Event found but no available slot for {0} on {1} for zip {2} for Prospect Customer [Id: {3}]", message, todayDate.ToShortDateString(), prospectCustomer.Address.ZipCode.Zip, prospectCustomer.Id));
_logger.Info("\n");
return(null);
}
checkOutUrl = checkOutUrl + "?Radius=50&ZipCode=" + prospectCustomer.Address.ZipCode.Zip;
return(_emailNotificationModelsFactory.GetProspectCustomerFollowupNotificationViewModel(prospectCustomer.FirstName + " " + prospectCustomer.LastName, checkOutUrl, events));
}
private bool UpdateProspectCustomerDisposition(CallUploadLog callUploadLog, ProspectCustomer prospectCustomer, long organizationRoleUserId, long callqueueCustomerId, long callQueueId, long?callStatus, long?prospectCustomerTag, ILogger logger)
{
prospectCustomer.IsContacted = true;
prospectCustomer.ContactedDate = callUploadLog.OutreachDateTime;
prospectCustomer.ContactedBy = organizationRoleUserId;
bool isRemovedFromCallQueue = false;
if (prospectCustomerTag.HasValue)
{
prospectCustomer.Tag = ((ProspectCustomerTag)prospectCustomerTag);
prospectCustomer.TagUpdateDate = callUploadLog.OutreachDateTime;
}
if (callStatus != null && ((CallStatus)callStatus.Value) == CallStatus.Attended)
{
if (prospectCustomerTag.HasValue && IsCustomerDispositionForRemove((ProspectCustomerTag)prospectCustomerTag.Value))
{
_callQueueCustomerRepository.UpdateOtherCustomerAttempt(callqueueCustomerId, callUploadLog.CustomerId, 0, organizationRoleUserId, callUploadLog.OutreachDateTime.Value, true, callQueueId);
if (((ProspectCustomerTag)prospectCustomerTag.Value) == ProspectCustomerTag.IncorrectPhoneNumber || ((ProspectCustomerTag)prospectCustomerTag.Value) == ProspectCustomerTag.IncorrectPhoneNumber_TalkedToOthers)
{
_customerService.UpdateIsIncorrectPhoneNumber(callUploadLog.CustomerId, true, organizationRoleUserId);
}
if (((ProspectCustomerTag)prospectCustomerTag.Value) == ProspectCustomerTag.NotEligible)
{
var customer = _customerRepository.GetCustomer(callUploadLog.CustomerId);
const bool isEligible = false;
_customerService.SaveCustomerOnly(customer, organizationRoleUserId);
//always save eligibility after saving customer , because history is maintained by SaveCustomer/SaveCustomerOnly function.
_customerEligibilityService.Save(customer.CustomerId, DateTime.Now.Year, isEligible: isEligible, createdBy: organizationRoleUserId, logger: logger);
}
prospectCustomer.CallBackRequestedDate = null;
prospectCustomer.IsQueuedForCallBack = false;
isRemovedFromCallQueue = true;
}
else if (prospectCustomerTag.HasValue && ((ProspectCustomerTag)prospectCustomerTag.Value) == ProspectCustomerTag.LanguageBarrier)
{
_customerService.UpdateIsLanguageBarrier(callUploadLog.CustomerId, true, organizationRoleUserId);
prospectCustomer.CallBackRequestedDate = null;
prospectCustomer.IsQueuedForCallBack = false;
}
}
else if (callStatus != null && ((((CallStatus)callStatus.Value) == CallStatus.IncorrectPhoneNumber) || ((((CallStatus)callStatus.Value) == CallStatus.TalkedtoOtherPerson) && ((ProspectCustomerTag)prospectCustomerTag.Value) == ProspectCustomerTag.IncorrectPhoneNumber_TalkedToOthers)))
{
_customerService.UpdateIsIncorrectPhoneNumber(callUploadLog.CustomerId, true, organizationRoleUserId);
_callQueueCustomerRepository.UpdateOtherCustomerAttempt(callqueueCustomerId, callUploadLog.CustomerId, 0, organizationRoleUserId, callUploadLog.OutreachDateTime.Value, true, callQueueId);
prospectCustomer.CallBackRequestedDate = null;
prospectCustomer.IsQueuedForCallBack = false;
isRemovedFromCallQueue = true;
}
else if (callStatus != null && ((((CallStatus)callStatus.Value) == CallStatus.TalkedtoOtherPerson && (prospectCustomerTag.HasValue && IsCustomerDispositionForRemove((ProspectCustomerTag)prospectCustomerTag.Value)))))
{
_customerService.UpdateIsIncorrectPhoneNumber(callUploadLog.CustomerId, true, organizationRoleUserId);
isRemovedFromCallQueue = true;
}
((IUniqueItemRepository <ProspectCustomer>)_prospectCustomerRepository).Save(prospectCustomer);
return(isRemovedFromCallQueue);
}
private OutboundCallQueueViewModel OutboundCallQueueViewModel(CallQueueCustomer cqc, Customer customer, ProspectCustomer prospectCustomer, string email, PhoneNumber mobilePhoneNumber, PhoneNumber officePhoneNumber, Event theEvent, Host host, AddressViewModel eventLocation, string customTags)
{
var outboundModel = new OutboundCallQueueViewModel
{
CallQueueCustomerId = cqc.Id,
ProspectCustomerId = cqc.ProspectCustomerId,
CustomerId = cqc.CustomerId,
FirstName = customer != null ? customer.Name.FirstName : prospectCustomer.FirstName,
MiddleName = customer != null ? customer.Name.MiddleName : "",
LastName = customer != null ? customer.Name.LastName : prospectCustomer.LastName,
Gender = customer != null ? customer.Gender : prospectCustomer.Gender,
Email = email,
CallBackPhoneNumber = customer != null ? customer.HomePhoneNumber : prospectCustomer.CallBackPhoneNumber,
MobilePhoneNumber = mobilePhoneNumber,
OfficePhoneNumber = officePhoneNumber,
DateOfBirth = customer != null ? customer.DateOfBirth : prospectCustomer.BirthDate,
CreatedOn = cqc.DateCreated,
ProspectCreatedOn =
prospectCustomer != null && prospectCustomer.CreatedOn != DateTime.MinValue
? prospectCustomer.CreatedOn
: (DateTime?)null,
EventId = theEvent != null ? theEvent.Id : (long?)null,
EventDate = theEvent != null ? theEvent.EventDate : (DateTime?)null,
HostName = host != null ? host.OrganizationName : string.Empty,
EventLocation = eventLocation,
Tag = prospectCustomer != null?prospectCustomer.Tag.GetDescription() : string.Empty,
ZipCode = customer != null ? customer.Address.ZipCode.Zip : prospectCustomer.Address.ZipCode.Zip,
IsDoNotCallCustomer = (prospectCustomer != null && prospectCustomer.Status == (long)ProspectCustomerConversionStatus.Declined) || (customer != null && customer.DoNotContactTypeId.HasValue && (customer.DoNotContactTypeId.Value == (long)DoNotContactType.DoNotContact || customer.DoNotContactTypeId.Value == (long)DoNotContactType.DoNotCall)), //customer.DoNotContactReasonId != null
RequestedCallBackDateTime = prospectCustomer != null && prospectCustomer.IsQueuedForCallBack ? prospectCustomer.CallBackRequestedDate : (DateTime?)null,
CustomCorporateTags = customTags
};
return(outboundModel);
}
public bool UpdateCustomerData(CallQueueCustomerEditModel model, long createdByOrgRoleUserId)
{
if (model.CustomerId > 0)
{
var customer = _customerRepository.GetCustomer(model.CustomerId);
var previousIncorrectPhoneNumberStatus = customer.IsIncorrectPhoneNumber;
customer.Name.FirstName = model.FirstName;
customer.Name.LastName = model.LastName;
var address = _addressService.SaveAfterSanitizing(Mapper.Map <AddressEditModel, Address>(model.Address));
if (customer.Address != null && customer.Address.Id > 0)
{
address.Id = customer.Address.Id;
}
customer.Address = address;
string officePhoneNumber = PhoneNumber.Create(model.OfficePhoneNumber, PhoneNumberType.Office).ToString();
string mobilePhoneNumber = PhoneNumber.Create(model.MobilePhoneNumber, PhoneNumberType.Mobile).ToString();
string homePhoneNumber = PhoneNumber.Create(model.CallBackPhoneNumber, PhoneNumberType.Home).ToString();
if ((customer.OfficePhoneNumber != null && customer.OfficePhoneNumber.ToString() != officePhoneNumber) ||
(customer.MobilePhoneNumber != null && customer.MobilePhoneNumber.ToString() != mobilePhoneNumber) ||
(customer.HomePhoneNumber != null && customer.HomePhoneNumber.ToString() != homePhoneNumber))
{
customer.IsIncorrectPhoneNumber = false;
customer.IncorrectPhoneNumberMarkedDate = null;
}
var currentIncorrectPhoneNumberStatus = customer.IsIncorrectPhoneNumber;
customer.OfficePhoneNumber = PhoneNumber.Create(model.OfficePhoneNumber, PhoneNumberType.Office);
customer.MobilePhoneNumber = PhoneNumber.Create(model.MobilePhoneNumber, PhoneNumberType.Mobile);
customer.HomePhoneNumber = PhoneNumber.Create(model.CallBackPhoneNumber, PhoneNumberType.Home);
customer.Hicn = model.Hicn;
customer.Mbi = model.Mbi;
customer.InsuranceId = model.MemberId;
//customer.IsEligible = model.EligibleStatus;
customer.ActivityId = model.ActivityId > 0 ? model.ActivityId : (long?)null;
customer.Email = null;
if (!string.IsNullOrEmpty(model.Email))
{
customer.Email = new Email(model.Email);
}
//else if (!string.IsNullOrEmpty(customer.Email.ToString()) && string.IsNullOrEmpty(model.Email))
//{
// customer.Email = null;
//}
customer.AlternateEmail = null;
if (!string.IsNullOrEmpty(model.AlternateEmail))
{
customer.AlternateEmail = new Email(model.AlternateEmail);
}
customer.DateOfBirth = model.DateOfBirth;
customer.Gender = (Gender)model.Gender;
customer.EnableEmail = model.EnableEmail;
_customerService.SaveCustomer(customer, createdByOrgRoleUserId);
if (previousIncorrectPhoneNumberStatus && !currentIncorrectPhoneNumberStatus)
{
_customerNotesService.SavePhoneNumberUpdatedMessage(customer.CustomerId, createdByOrgRoleUserId);
}
}
ProspectCustomer prospectCustomer = null;
if (model.ProspectCustomerId > 0)
{
prospectCustomer = _prospectCustomerRepository.GetProspectCustomer(model.ProspectCustomerId);
}
else if (model.CustomerId > 0)
{
prospectCustomer = _prospectCustomerRepository.GetProspectCustomerByCustomerId(model.CustomerId);
}
if (prospectCustomer == null)
{
return(true);
}
prospectCustomer.FirstName = model.FirstName;
prospectCustomer.LastName = model.LastName;
if (model.Gender > 0)
{
prospectCustomer.Gender = (Gender)model.Gender;
}
prospectCustomer.BirthDate = model.DateOfBirth;
prospectCustomer.Email = string.IsNullOrEmpty(model.Email) ? null : new Email(model.Email);
prospectCustomer.CallBackPhoneNumber = PhoneNumber.Create(model.CallBackPhoneNumber, PhoneNumberType.Home);
if (model.Address != null)
{
prospectCustomer.Address.StreetAddressLine1 = model.Address.StreetAddressLine1;
prospectCustomer.Address.StreetAddressLine2 = model.Address.StreetAddressLine2;
if (model.Address.StateId > 0)
{
var state = _stateRepository.GetState(model.Address.StateId);
prospectCustomer.Address.State = state.Name;
}
if (!string.IsNullOrEmpty(model.Address.City))
{
prospectCustomer.Address.City = model.Address.City;
}
prospectCustomer.Address.ZipCode = new ZipCode(model.Address.ZipCode);
}
((IUniqueItemRepository <ProspectCustomer>)_prospectCustomerRepository).Save(prospectCustomer);
return(true);
}
public OutboundCallQueueListModel Create(IEnumerable <CallQueueCustomer> callQueueCustomers, IEnumerable <Customer> customers, IEnumerable <ProspectCustomer> prospectCustomers,
IEnumerable <CallQueueCriteria> callQueueCriterias, IEnumerable <Criteria> criterias, IEnumerable <CallQueueCustomerCall> callQueueCustomerCalls, IEnumerable <Call> calls,
IEnumerable <CallCenterNotes> callCenterNoteses, IEnumerable <CustomerCallNotes> customerCallNotes, IEnumerable <OrderedPair <long, string> > idNamePair)
{
var model = new OutboundCallQueueListModel();
var collection = new List <OutboundCallQueueViewModel>();
callQueueCustomers.ToList().ForEach(cqc =>
{
Customer customer = null;
var prospectCustomer = new ProspectCustomer();
if (cqc.CustomerId.HasValue)
{
customer = customers.FirstOrDefault(c => c.CustomerId == cqc.CustomerId.Value);
}
if (cqc.ProspectCustomerId > 0)
{
prospectCustomer = prospectCustomers.First(pc => pc.Id == cqc.ProspectCustomerId);
}
CallQueueCriteria callQueueCriteria = null;
var callReason = string.Empty;
if (callQueueCriterias != null && callQueueCriterias.Any() && criterias != null && criterias.Any())
{
if (cqc.CallQueueCriteriaId.HasValue && cqc.CallQueueCriteriaId.Value > 0)
{
callQueueCriteria = callQueueCriterias.Single(cqcs => cqcs.Id == cqc.CallQueueCriteriaId.Value);
}
if (callQueueCriteria != null)
{
var criteria = criterias.Single(c => c.Id == callQueueCriteria.CriteriaId);
callReason = criteria.Name;
if (callQueueCriteria.CriteriaId == (long)QueueCriteria.AllProspects)
{
callReason = prospectCustomer.Tag.GetDescription();
}
}
}
var prospectNotes = _notesViewModelFactory.GetProspectCustomerNotes(cqc.ProspectCustomerId ?? 0, customerCallNotes, idNamePair);
var email = string.Empty;
PhoneNumber mobilePhoneNumber = null;
PhoneNumber officePhoneNumber = null;
if (customer != null)
{
email = (customer.Email != null) ? customer.Email.ToString() : string.Empty;
mobilePhoneNumber = customer.OfficePhoneNumber;
officePhoneNumber = customer.MobilePhoneNumber;
}
else
{
email = prospectCustomer.Email != null ? prospectCustomer.Email.ToString() : string.Empty;
}
var outboundModel = new OutboundCallQueueViewModel
{
CallQueueCustomerId = cqc.Id,
ProspectCustomerId = cqc.ProspectCustomerId,
CustomerId = cqc.CustomerId,
FirstName = customer != null ? customer.Name.FirstName : prospectCustomer.FirstName,
MiddleName = customer != null ? customer.Name.MiddleName : "",
LastName = customer != null ? customer.Name.LastName : prospectCustomer.LastName,
Gender = customer != null ? customer.Gender : prospectCustomer.Gender,
Email = email,
CallBackPhoneNumber = customer != null ? customer.HomePhoneNumber : prospectCustomer.CallBackPhoneNumber,
MobilePhoneNumber = mobilePhoneNumber,
OfficePhoneNumber = officePhoneNumber,
DateOfBirth = customer != null ? customer.DateOfBirth : prospectCustomer.BirthDate,
CreatedOn = cqc.DateCreated,
CallReason = callReason,
Notes = prospectNotes,
ProspectCreatedOn = prospectCustomer != null && prospectCustomer.CreatedOn != DateTime.MinValue ? prospectCustomer.CreatedOn : (DateTime?)null,
};
if (callQueueCustomerCalls != null && callQueueCustomerCalls.Any())
{
var callIds = callQueueCustomerCalls.Where(cqcc => cqcc.CallQueueCustomerId == cqc.Id).Select(cqcc => cqcc.CallId).ToArray();
if (callIds.Any())
{
var customerCalls = calls.Where(c => callIds.Contains(c.Id)).Select(c => c);
var callHistoryList = new List <CallHistoryViewModel>();
foreach (var customerCall in customerCalls)
{
var callHistory = new CallHistoryViewModel()
{
CallId = customerCall.Id,
DateCreated = customerCall.CallDateTime
};
if (callCenterNoteses != null && callCenterNoteses.Any())
{
var customerNotes = callCenterNoteses.Where(ccn => ccn.CallId == customerCall.Id).Select(ccn => ccn).ToArray();
callHistory.Notes = customerNotes.Select(cn => new NotesViewModel()
{
Note = cn.Notes, EnteredOn = cn.DateCreated
});
}
callHistoryList.Add(callHistory);
}
outboundModel.CallHistory = callHistoryList;
}
}
collection.Add(outboundModel);
});
model.OutboundCallQueues = collection;
return(model);
}
private CallQueueCustomer CreateCustomerCallQueueCustomerModel(CallQueueCustomer existingCallQueueCustomer, CallQueueCustomer callQueueCustomer, Customer customer,
IEnumerable <Call> customerCalls, int callAttempts, Appointment futureAppointment, ProspectCustomer prospectCustomer, EventAppointmentCancellationLog eacl,
bool isConfirmationCallQueue, CustomerEligibility customerEligibility, IEnumerable <EventCustomer> eventCustomers, CustomerTargeted customerTargeted)
{
var lastCall = (from cc in customerCalls
where cc.Status != (long)CallStatus.CallSkipped &&
(isConfirmationCallQueue == false || cc.CallQueueId == callQueueCustomer.CallQueueId)
orderby cc.DateCreated descending
select cc).FirstOrDefault();
if (existingCallQueueCustomer == null)
{
existingCallQueueCustomer = callQueueCustomer;
existingCallQueueCustomer.DateCreated = DateTime.Now;
existingCallQueueCustomer.CallDate = DateTime.Now;
}
else
{
existingCallQueueCustomer.CallDate = DateTime.Now;
}
existingCallQueueCustomer.IsActive = true;
existingCallQueueCustomer.Status = CallQueueStatus.Initial;
existingCallQueueCustomer.FirstName = customer.Name.FirstName;
existingCallQueueCustomer.LastName = customer.Name.LastName;
existingCallQueueCustomer.MiddleName = customer.Name.MiddleName;
existingCallQueueCustomer.PhoneHome = customer.HomePhoneNumber;
existingCallQueueCustomer.PhoneCell = customer.MobilePhoneNumber;
existingCallQueueCustomer.PhoneOffice = customer.OfficePhoneNumber;
existingCallQueueCustomer.ZipId = customer.Address.ZipCode.Id;
existingCallQueueCustomer.ZipCode = customer.Address.ZipCode.Zip;
existingCallQueueCustomer.Tag = customer.Tag;
existingCallQueueCustomer.IsEligble = customerEligibility != null ? customerEligibility.IsEligible : null;
existingCallQueueCustomer.IsIncorrectPhoneNumber = customer.IsIncorrectPhoneNumber;
existingCallQueueCustomer.IsLanguageBarrier = customer.IsLanguageBarrier;
existingCallQueueCustomer.ActivityId = customer.ActivityId;
existingCallQueueCustomer.DoNotContactTypeId = customer.DoNotContactTypeId;
existingCallQueueCustomer.DoNotContactUpdateDate = customer.DoNotContactUpdateDate;
existingCallQueueCustomer.AppointmentDate = futureAppointment != null ? futureAppointment.StartTime : (DateTime?)null;
existingCallQueueCustomer.NoShowDate = futureAppointment == null ? (eventCustomers.Any() ? eventCustomers.OrderByDescending(x => x.NoShowDate).First().NoShowDate : null) : null;
if (!isConfirmationCallQueue)
{
existingCallQueueCustomer.CallCount = customerCalls.Count(x => x.IsContacted.HasValue && x.IsContacted.Value);
existingCallQueueCustomer.Attempts = callAttempts;
existingCallQueueCustomer.CallStatus = lastCall != null ? lastCall.Status : (long?)null;
existingCallQueueCustomer.Disposition = lastCall != null ? lastCall.Disposition : string.Empty;
}
//confirm call queue - called then registered for another event, and queue regenerated
existingCallQueueCustomer.ContactedDate = lastCall != null ? lastCall.DateCreated : (DateTime?)null;
existingCallQueueCustomer.CallBackRequestedDate = null;
if (prospectCustomer != null && lastCall != null && lastCall.Status == (long)CallStatus.Attended && lastCall.Disposition == ProspectCustomerTag.CallBackLater.ToString())
{
existingCallQueueCustomer.CallBackRequestedDate = prospectCustomer.CallBackRequestedDate;
}
existingCallQueueCustomer.AppointmentCancellationDate = (DateTime?)null;
if (eacl != null && (lastCall == null || lastCall.DateCreated < eacl.DateCreated))
{
existingCallQueueCustomer.AppointmentCancellationDate = eacl.DateCreated;
}
existingCallQueueCustomer.DoNotContactUpdateSource = customer.DoNotContactUpdateSource;
existingCallQueueCustomer.LanguageBarrierMarkedDate = customer.LanguageBarrierMarkedDate;
existingCallQueueCustomer.IncorrectPhoneNumberMarkedDate = customer.IncorrectPhoneNumberMarkedDate;
existingCallQueueCustomer.LanguageId = customer.LanguageId;
if (customerTargeted != null)
{
existingCallQueueCustomer.TargetedYear = customerTargeted.ForYear;
existingCallQueueCustomer.IsTargeted = customerTargeted.IsTargated;
}
existingCallQueueCustomer.ProductTypeId = customer.ProductTypeId;
return(existingCallQueueCustomer);
}
private void SetProspectCustomer()
{
long?sourceCodeId = null;
if (!string.IsNullOrEmpty(txtSourceCode.Text))
{
ISourceCodeRepository sourceCodeRepository = new SourceCodeRepository();
try
{
var sourceCode = sourceCodeRepository.GetSourceCodeByCode(txtSourceCode.Text);
if (sourceCode != null)
{
sourceCodeId = sourceCode.Id;
}
}
catch
{
sourceCodeId = null;
}
}
var commonCode = new CommonCode();
var phoneNumber = commonCode.FormatPhoneNumber(txtCallBackNo.Text);
ProspectCustomer prospectCustomer = null;
if (CurrentProspectCustomerId > 0)
{
var proecpectCustomerRepository = IoC.Resolve <IProspectCustomerRepository>();
prospectCustomer = proecpectCustomerRepository.GetProspectCustomer(CurrentProspectCustomerId);
}
else
{
prospectCustomer = new ProspectCustomer
{
FirstName = txtFirstName.Text,
LastName = txtLastName.Text,
Address = new Address {
ZipCode = new ZipCode {
Zip = txtZipCode.Text
}
},
Source = ProspectCustomerSource.CallCenter,
Tag = ProspectCustomerTag.CallCenterSignup,
TagUpdateDate = DateTime.Now
//SourceCodeId = sourceCodeId
};
}
if (!string.IsNullOrEmpty(phoneNumber))
{
prospectCustomer.CallBackPhoneNumber = new PhoneNumber
{
PhoneNumberType = PhoneNumberType.Unknown,
Number =
phoneNumber.Substring(3,
phoneNumber.Length - 3),
AreaCode = phoneNumber.Substring(0, 3)
};
}
if (ViewState["IncomingPhoneLine"] != null && !string.IsNullOrEmpty(ViewState["IncomingPhoneLine"].ToString()))
{
var incomingPhoneNumber = ViewState["IncomingPhoneLine"].ToString();
prospectCustomer.PhoneNumber = new PhoneNumber
{
PhoneNumberType = PhoneNumberType.Unknown,
Number =
incomingPhoneNumber.Substring(3,
incomingPhoneNumber
.Length - 3),
AreaCode = incomingPhoneNumber.Substring(0, 3)
};
}
SaveProspectCustomerNew(prospectCustomer);
}
public OutboundCallQueueListModel SystemGeneratedCallQueueCustomers(IEnumerable <CallQueueCustomer> callQueueCustomers, IEnumerable <Customer> customers, IEnumerable <ProspectCustomer> prospectCustomers,
IEnumerable <CallQueueCustomerCallViewModel> callQueueCustomerCalls, IEnumerable <CallCenterNotes> callCenterNoteses, IEnumerable <Event> events, IEnumerable <Host> hosts, IEnumerable <CorporateCustomerCustomTag> corporateCustomerCustomTags)
{
var model = new OutboundCallQueueListModel();
var collection = new List <OutboundCallQueueViewModel>();
callQueueCustomers.ToList().ForEach(cqc =>
{
Customer customer = null;
var prospectCustomer = new ProspectCustomer();
if (cqc.CustomerId.HasValue)
{
customer = customers.FirstOrDefault(c => c.CustomerId == cqc.CustomerId.Value);
}
if (cqc.ProspectCustomerId > 0)
{
prospectCustomer = prospectCustomers.First(pc => pc.Id == cqc.ProspectCustomerId);
}
var email = string.Empty;
PhoneNumber mobilePhoneNumber = null;
PhoneNumber officePhoneNumber = null;
if (customer != null)
{
email = (customer.Email != null) ? customer.Email.ToString() : string.Empty;
mobilePhoneNumber = customer.MobilePhoneNumber;
officePhoneNumber = customer.OfficePhoneNumber;
}
else
{
email = prospectCustomer.Email != null ? prospectCustomer.Email.ToString() : string.Empty;
}
Event theEvent = null;
Host host = null;
AddressViewModel eventLocation = null;
var customTags = string.Empty;
if (corporateCustomerCustomTags != null && corporateCustomerCustomTags.Any() && cqc.CustomerId.HasValue)
{
var tags = corporateCustomerCustomTags.Where(x => x.CustomerId == cqc.CustomerId.Value).OrderByDescending(x => x.DataRecorderMetaData.DateCreated);
if (tags != null && tags.Any())
{
customTags = string.Join(",", tags.Select(x => x.Tag));
}
}
if (events != null && cqc.EventId.HasValue && events.Any(e => e.Id == cqc.EventId.Value))
{
theEvent = events.First(e => e.Id == cqc.EventId.Value);
host = hosts.Single(h => h.Id == theEvent.HostId);
eventLocation = Mapper.Map <Address, AddressViewModel>(host.Address);
}
var outboundModel = OutboundCallQueueViewModel(cqc, customer, prospectCustomer, email, mobilePhoneNumber, officePhoneNumber, theEvent, host, eventLocation, customTags);
SetHistoryViewModelList(callQueueCustomerCalls, callCenterNoteses, cqc, outboundModel);
collection.Add(outboundModel);
});
model.OutboundCallQueues = collection;
model.IsQueueGenerated = true;
return(model);
}
public bool ApplyRuleEngine(CallUploadLog callUploadLog, IEnumerable <Call> calls, ProspectCustomer prospectCustomer, long organizationRoleUserId, long callqueueCustomerId, long callQueueId, out bool isRemovedFromCallQueue, ILogger logger)
{
isRemovedFromCallQueue = false;
if (_callQueueCustomerLockRepository.CheckCustomerLockByCustomerId(callUploadLog.CustomerId))
{
return(false);
}
long?callStatus = GetCallStatus(callUploadLog.Outcome);
long?prospectCustomerTag = GetProspectCustomerTag(callUploadLog.Disposition);
if (calls.IsNullOrEmpty())
{
isRemovedFromCallQueue = UpdateProspectCustomerDisposition(callUploadLog, prospectCustomer, organizationRoleUserId, callqueueCustomerId, callQueueId, callStatus, prospectCustomerTag, logger);
}
else
{
if (callStatus.Value == (long)CallStatus.Attended || callStatus.Value == (long)CallStatus.IncorrectPhoneNumber || (callStatus.Value == (long)CallStatus.TalkedtoOtherPerson && ((ProspectCustomerTag)prospectCustomerTag.Value) == ProspectCustomerTag.IncorrectPhoneNumber_TalkedToOthers))
{
var callMadeAfterUploadCall = calls.OrderByDescending(x => x.DateCreated).FirstOrDefault(x => x.DateCreated > callUploadLog.OutreachDateTime);
if (callMadeAfterUploadCall == null || callMadeAfterUploadCall.Status != (long)CallStatus.Attended)
{
isRemovedFromCallQueue = UpdateProspectCustomerDisposition(callUploadLog, prospectCustomer, organizationRoleUserId, callqueueCustomerId, callQueueId, callStatus, prospectCustomerTag, logger);
}
}
}
return(true);
}
