private void generateAutomaticInvoicePublicAdjuster(Client client)
{
Claim claim = null;
int claimID = 0;
int clientID = Core.SessionHelper.getClientId();
int days = 0;
int invoiceID = 0;
Invoice invoice = null;
InvoiceDetail invoiceDetail = null;
Leads lead = null;
CRM.Data.Entities.LeadPolicy policy = null;
int nextInvoiceNumber = 0;
decimal totalAmount = 0;
claimID = SessionHelper.getClaimID();
claim = ClaimsManager.Get(claimID);
if (claim != null && claim.LeadPolicy != null && claim.LeadPolicy.Leads != null) {
lead = claim.LeadPolicy.Leads;
policy = claim.LeadPolicy;
invoice = new Invoice();
days = client.InvoicePaymentTerms ?? 0;
totalAmount = txtNetClaimPayable.ValueDecimal * (client.InvoiceContingencyFee ?? 0);
// invoice
invoice.InvoiceDate = DateTime.Now;
invoice.DueDate = DateTime.Now.AddDays(days);
invoice.BillToName = lead.insuredName;
invoice.BillToAddress1 = lead.MailingAddress ?? "";
invoice.BillToAddress2 = lead.MailingAddress2 ?? "";
invoice.BillToAddress3 = string.Format("{0}, {1} {2}", lead.MailingCity ?? "", lead.MailingState, lead.MailingZip);
invoice.ClaimID = claim.ClaimID;
invoice.IsVoid = false;
invoice.IsApprove = false;
invoice.TotalAmount = totalAmount;
invoice.InvoiceTypeID = claim.InvoiceTypeID;// Convert.ToInt32(ddlInvoiceType.SelectedValue);//NEW OC 11/6/14
// invoice detail
invoiceDetail = new InvoiceDetail();
invoiceDetail.LineDate = DateTime.Now;
invoiceDetail.LineDescription = "Contingency Fee";
invoiceDetail.Total = totalAmount;
invoiceDetail.LineAmount = totalAmount;
invoiceDetail.isBillable = true;
invoiceDetail.Qty = txtNetClaimPayable.ValueDecimal;
invoiceDetail.Rate = client.InvoiceContingencyFee * 100;
try {
using (TransactionScope scope = new TransactionScope()) {
// assign next invoice number to new invoice
nextInvoiceNumber = InvoiceManager.GetNextInvoiceNumber(client.ClientId);
invoice.InvoiceNumber = nextInvoiceNumber;
invoiceID = InvoiceManager.Save(invoice);
invoiceDetail.InvoiceID = invoiceID;
InvoiceDetailManager.Save(invoiceDetail);
// update invoice ready flag
claim.IsInvoiceReady = cbxInvoiceReady.Checked;
claim.IsInvoiced = true;
ClaimsManager.Save(claim);
// 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);
}
}
// commit transaction
scope.Complete();
lblMessage.Text = "Invoice has been generated successfully.";
lblMessage.CssClass = "ok";
}
}
catch (Exception ex) {
Core.EmailHelper.emailError(ex);
lblMessage.Text = "Invoice was not generated.";
lblMessage.CssClass = "error";
}
}
}
private void generateAutomaticInvoiceIndependentAdjuster(Client client)
{
Carrier carrier = null;
CarrierInvoiceProfile invoiceProfile = null;
string cityName = null;
Claim claim = null;
int claimID = 0;
int clientID = SessionHelper.getClientId();
decimal commissionAmount = 0;
int days = 0;
int invoiceID = 0;
int quantity = 1;
Invoice invoice = null;
Leads lead = null;
CRM.Data.Entities.LeadPolicy policy = null;
int nextInvoiceNumber = 0;
decimal claimAmount = 0;
decimal rate = 0;
string stateName = null;
claimID = SessionHelper.getClaimID();
claim = ClaimsManager.Get(claimID);
if (claim != null && claim.LeadPolicy != null && claim.LeadPolicy.Leads != null && claim.LeadPolicy.Carrier != null) {
lead = claim.LeadPolicy.Leads;
policy = claim.LeadPolicy;
carrier = CarrierManager.GetByID((int)policy.CarrierID);
// load carrier invoice profile assigned to claim
invoiceProfile = CarrierInvoiceProfileManager.GetProfileForInvoicing(claim.CarrierInvoiceProfileID ?? 0);
// exit if no profile found
if (invoiceProfile == null) {
lblMessage.Text = "Invoice was not generated because no 'Invoice Profile' assigned to claim.";
lblMessage.CssClass = "error";
return;
}
invoice = new Invoice();
days = client.InvoicePaymentTerms ?? 0;
// create invoice
invoice.InvoiceDate = DateTime.Now;
invoice.DueDate = DateTime.Now.AddDays(days);
// bill claim carrier
invoice.BillToName = carrier.CarrierName;
invoice.BillToAddress1 = carrier.AddressLine1 ?? "";
invoice.BillToAddress2 = carrier.AddressLine2 ?? "";
cityName = carrier.CityMaster != null ? carrier.CityMaster.CityName : string.Empty;
stateName = carrier.StateMaster != null ? carrier.StateMaster.StateName : string.Empty;
invoice.BillToAddress3 = string.Format("{0}, {1} {2}", cityName, stateName, carrier.ZipCode ?? "");
invoice.ClaimID = claim.ClaimID;
invoice.IsVoid = false;
invoice.IsApprove = false;
invoice.InvoiceTypeID = claim.InvoiceTypeID;// Convert.ToInt32(ddlInvoiceType.SelectedValue);//new OC 11/6/14
try {
using (TransactionScope scope = new TransactionScope()) {
// assign next invoice number to new invoice
nextInvoiceNumber = InvoiceManager.GetNextInvoiceNumber(client.ClientId);
invoice.InvoiceNumber = nextInvoiceNumber;
// create invoice in db
invoiceID = InvoiceManager.Save(invoice);
if (claim.FeeInvoiceDesignation != (int)Globals.FeeInvoiceDesignation.TimeAndExpenseOnly)
{
claimAmount = getClaimAmount(invoiceProfile);
calculateCommissionPerCarrierInvoiceProfile(invoiceProfile, out rate, out commissionAmount);
//insertDetailLine(invoiceID, "Adjuster Service Fee", commissionAmount, claimAmount, rate);
//insertDetailLine(invoiceID, "Adjuster Service Fee", claimAmount, rate);
if (ddlPropertyFeeInvoiceDesignation.SelectedValue == "1" || ddlPropertyFeeInvoiceDesignation.SelectedValue == "2")
{
claimAmount = 1;
}
insertDetailLine(invoiceID, "Adjuster Service Fee", claimAmount, rate);
}
//processCarrierInvoiceProfileFeeProvisions(invoiceProfile, invoiceID);
processCarrierInvoiceProfileTimeExpense(claim.ClaimID, invoiceProfile, invoiceID, claimAmount);
processFirmDiscount(invoiceProfile, invoiceID);
// update invoice total
invoice.TotalAmount = InvoiceManager.calculateInvoiceTotal(invoiceID);
InvoiceManager.Save(invoice);
// update claim - invoice ready flag
claim.IsInvoiceReady = true;
claim.IsInvoiced = true;
ClaimsManager.Save(claim);
// 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();
lblMessage.Text = "Invoice has been generated successfully.";
lblMessage.CssClass = "ok";
}
}
catch (Exception ex) {
Core.EmailHelper.emailError(ex);
lblMessage.Text = "Invoice was not generated.";
lblMessage.CssClass = "error";
}
}
}
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";
}
}
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);
}
}
private void saveInvoice()
{
int clientID = 0;
int invoiceID = 0;
int InvoiceLineID = 0;
Invoice invoice = null;
InvoiceDetail invoiceDetailLine = null;
InvoiceDetail invoiceDetail = null;
int nextInvoiceNumber = 0;
int policyID = 0;
decimal taxAmount = 0;
// 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
invoice = InvoiceManager.Get(invoiceID);
invoice.TotalAmount = invoice.InvoiceDetail.Where(x => x.isBillable == true).Sum(x => x.LineAmount);
taxAmount = (invoice.TotalAmount ?? 0) * (invoice.TaxRate / 100);
//invoice.TotalAmount = invoice.TotalAmount + taxAmount;
InvoiceManager.Save(invoice);
// update comment
updateInvoiceComment(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();
}
// refresh invoice detail lines
bindInvoiceDetails(invoiceID);
// refresh invoice number on UI
txtInvoiceNumber.Text = (invoice.InvoiceNumber ?? 0).ToString();
clearFields();
showToolbarButtons();
lblMessage.Text = "Invoice save successfully.";
lblMessage.CssClass = "ok";
}
catch (Exception ex) {
lblMessage.Text = "Error while saving invoice.";
lblMessage.CssClass = "error";
Core.EmailHelper.emailError(ex);
}
}
