protected int CreateContactAndProspect(string sFirstName, string sLastName, string sEmail, string sType, string sPhone, string sDOB, string sSSN, int iUserID, string Purpose) { #region create new contact LPWeb.Model.Contacts ContactsModel = new LPWeb.Model.Contacts(); ContactsModel.ContactId = 0; ContactsModel.FirstName = sFirstName; ContactsModel.LastName = sLastName; ContactsModel.Email = sEmail; if (sType == "Cell Phone") { ContactsModel.CellPhone = sPhone; ContactsModel.HomePhone = string.Empty; ContactsModel.BusinessPhone = string.Empty; } else if (sType == "Home Phone") { ContactsModel.CellPhone = string.Empty; ContactsModel.HomePhone = sPhone; ContactsModel.BusinessPhone = string.Empty; } else if (sType == "Work Phone") { ContactsModel.CellPhone = string.Empty; ContactsModel.HomePhone = string.Empty; ContactsModel.BusinessPhone = sPhone; } if (sDOB == string.Empty) { ContactsModel.DOB = null; } else { ContactsModel.DOB = Convert.ToDateTime(sDOB); } ContactsModel.SSN = sSSN; ContactsModel.MiddleName = string.Empty; ContactsModel.NickName = txtFirstName.Text.Trim(); ContactsModel.Title = string.Empty; ContactsModel.GenerationCode = string.Empty; ContactsModel.Fax = string.Empty; ContactsModel.MailingAddr = string.Empty; ContactsModel.MailingCity = string.Empty; ContactsModel.MailingState = string.Empty; ContactsModel.MailingZip = string.Empty; #endregion #region create new prospect LPWeb.Model.Prospect ProspectModel = new LPWeb.Model.Prospect(); ProspectModel.PreferredContact = sType; ProspectModel.Contactid = 0; ProspectModel.Created = DateTime.Now; ProspectModel.CreatedBy = iUserID; ProspectModel.LeadSource = ddlLeadSource.SelectedValue.ToString() == "0" ? "" : this.ddlLeadSource.SelectedItem.Text; string sLoanOfficerID = ddlLoanOfficer.SelectedValue; iLoanOfficerID = 0; if (sLoanOfficerID == "-1" || sLoanOfficerID == "-2") { //Nobody } else if (sLoanOfficerID == "0") { //Lead Routing Engine try { ServiceManager sm = new ServiceManager(); using (LP2ServiceClient client = sm.StartServiceClient()) { //invoke the WCF API GetNextLoanOfficer LR_GetNextLoanOfficerReq req = new LR_GetNextLoanOfficerReq(); req.LeadSource = ddlLeadSource.SelectedItem.Text; req.Purpose = Purpose; req.ReqHdr = new ReqHdr(); req.ReqHdr.UserId = CurrUser.iUserID; req.ReqHdr.SecurityToken = "SecurityToken"; LR_GetNextLoanOfficerResp response = client.LeadRouting_GetNextLoanofficer(req); if (response.RespHdr.Successful) { iLoanOfficerID = response.NextLoanOfficerID; } else { Company_Lead_Sources LeadSourceMgr = new Company_Lead_Sources(); DataTable SelLeadSourceList = LeadSourceMgr.GetList("LeadSourceID='" + ddlLeadSource.SelectedValue + "'").Tables[0]; if (SelLeadSourceList != null && SelLeadSourceList.Rows.Count > 0) { iLoanOfficerID = SelLeadSourceList.Rows[0]["DefaultUserId"] == DBNull.Value ? 0 : Convert.ToInt32(SelLeadSourceList.Rows[0]["DefaultUserId"]); } } } } catch (Exception ex) { Company_Lead_Sources LeadSourceMgr = new Company_Lead_Sources(); DataTable SelLeadSourceList = LeadSourceMgr.GetList("LeadSourceID='" + ddlLeadSource.SelectedValue + "'").Tables[0]; if (SelLeadSourceList != null && SelLeadSourceList.Rows.Count > 0) { iLoanOfficerID = SelLeadSourceList.Rows[0]["DefaultUserId"] == DBNull.Value ? 0 : Convert.ToInt32(SelLeadSourceList.Rows[0]["DefaultUserId"]); } } } else { iLoanOfficerID = Convert.ToInt32(sLoanOfficerID); } ProspectModel.Loanofficer = iLoanOfficerID; ProspectModel.ReferenceCode = string.Empty; ProspectModel.Status = "Active"; ProspectModel.CreditRanking = string.Empty; ProspectModel.Referral = null; Prospect ProspectManager = new Prospect(); int iContactId = ProspectManager.CreateContactAndProspect(ContactsModel, ProspectModel); #endregion return(iContactId); }
protected int CreateLoan(int iContactId, decimal LoanAmount, string Purpose) { int iFolderId = 0; LPWeb.Model.LoanDetails LoanDetailsModel = new LPWeb.Model.LoanDetails(); LoanDetailsModel.FileId = 0; LoanDetailsModel.FolderId = iFolderId; LoanDetailsModel.Status = "Prospect"; LoanDetailsModel.ProspectLoanStatus = "Active"; LoanDetailsModel.BoID = iContactId; LoanDetailsModel.CoBoID = 0; LoanDetailsModel.Created = DateTime.Now; LoanDetailsModel.CreatedBy = CurrUser.iUserID; LoanDetailsModel.Modifed = DateTime.Now; LoanDetailsModel.ModifiedBy = CurrUser.iUserID; LoanDetailsModel.LoanAmount = LoanAmount; LoanDetailsModel.EstCloseDate = null; LoanDetailsModel.Ranking = string.Empty; LoanDetailsModel.UserId = CurrUser.iUserID; string sLoanOfficerID = ddlLoanOfficer.SelectedValue; iLoanOfficerID = 0; if (sLoanOfficerID == "-1" || sLoanOfficerID == "-2") { //Nobody } else if (sLoanOfficerID == "0") { //Lead Routing Engine try { ServiceManager sm = new ServiceManager(); using (LP2ServiceClient client = sm.StartServiceClient()) { //invoke the WCF API GetNextLoanOfficer LR_GetNextLoanOfficerReq req = new LR_GetNextLoanOfficerReq(); req.LeadSource = ddlLeadSource.SelectedItem.Text; req.Purpose = Purpose; req.ReqHdr = new ReqHdr(); req.ReqHdr.UserId = CurrUser.iUserID; req.ReqHdr.SecurityToken = "SecurityToken"; LR_GetNextLoanOfficerResp response = client.LeadRouting_GetNextLoanofficer(req); if (response.RespHdr.Successful) { iLoanOfficerID = response.NextLoanOfficerID; } else { Company_Lead_Sources LeadSourceMgr = new Company_Lead_Sources(); DataTable SelLeadSourceList = LeadSourceMgr.GetList("LeadSourceID='" + ddlLeadSource.SelectedValue + "'").Tables[0]; if (SelLeadSourceList != null && SelLeadSourceList.Rows.Count > 0) { iLoanOfficerID = SelLeadSourceList.Rows[0]["DefaultUserId"] == DBNull.Value ? 0 : Convert.ToInt32(SelLeadSourceList.Rows[0]["DefaultUserId"]); } } } } catch (Exception ex) { Company_Lead_Sources LeadSourceMgr = new Company_Lead_Sources(); DataTable SelLeadSourceList = LeadSourceMgr.GetList("LeadSourceID='" + ddlLeadSource.SelectedValue + "'").Tables[0]; if (SelLeadSourceList != null && SelLeadSourceList.Rows.Count > 0) { iLoanOfficerID = SelLeadSourceList.Rows[0]["DefaultUserId"] == DBNull.Value ? 0 : Convert.ToInt32(SelLeadSourceList.Rows[0]["DefaultUserId"]); } } } else { iLoanOfficerID = Convert.ToInt32(sLoanOfficerID); } LoanDetailsModel.LoanOfficerId = iLoanOfficerID; LoanDetailsModel.Rate = null; LoanDetailsModel.Program = string.Empty; LoanDetailsModel.Purpose = Purpose; LoanDetailsModel.Lien = string.Empty; LoanDetailsModel.PropertyAddr = string.Empty; LoanDetailsModel.PropertyCity = string.Empty; LoanDetailsModel.PropertyState = string.Empty; LoanDetailsModel.PropertyZip = string.Empty; LoanDetailsModel.FileName = string.Empty; LoanDetailsModel.PropertyType = string.Empty; LoanDetailsModel.HousingStatus = string.Empty; LoanDetailsModel.IncludeEscrows = false; LoanDetailsModel.InterestOnly = false; LoanDetailsModel.RentAmount = 0; LoanDetailsModel.CoborrowerType = string.Empty; Loans LoansMgr = new Loans(); int iFileID = LoansMgr.LoanDetailSaveFileId(LoanDetailsModel); return(iFileID); }
protected void Page_Load(object sender, EventArgs e) { if (this.IsPostBack == false) { #region 加载 ddlLeadSource Company_Lead_Sources LeadSourceManager = new Company_Lead_Sources(); DataTable LeadSourceList = LeadSourceManager.GetList("1=1 order by LeadSource").Tables[0]; DataRow NewLeadSourceRow = LeadSourceList.NewRow(); NewLeadSourceRow["LeadSourceID"] = 0; NewLeadSourceRow["LeadSource"] = "- select -"; NewLeadSourceRow["Default"] = DBNull.Value; LeadSourceList.Rows.InsertAt(NewLeadSourceRow, 0); this.ddlLeadSource.DataSource = LeadSourceList; this.ddlLeadSource.DataBind(); // set default selected DataRow[] DefaultRowArray = LeadSourceList.Select("Default=1"); if (DefaultRowArray.Length > 0) { string sLeadSource = DefaultRowArray[0]["LeadSourceID"].ToString(); this.ddlLeadSource.SelectedValue = sLeadSource; } #endregion #region 加载 ddlLoanOfficer DataTable dtLoadOfficer = this.GetLoanOfficerList(CurrUser.iUserID); DataRow drNew = dtLoadOfficer.NewRow(); //2014/1/16 CR072 Add the current user in the Loan Officer dropdown list if (dtLoadOfficer.Select("ID=" + CurrUser.iUserID.ToString()).Length < 1) { drNew["ID"] = CurrUser.iUserID; drNew["Name"] = CurrUser.sFullName; drNew["LastName"] = CurrUser.sLastName; drNew["FirstName"] = CurrUser.sFirstName; dtLoadOfficer.Rows.InsertAt(drNew, 0); } drNew = dtLoadOfficer.NewRow(); drNew["ID"] = 0; drNew["Name"] = "Lead Routing Engine"; dtLoadOfficer.Rows.InsertAt(drNew, 0); drNew = dtLoadOfficer.NewRow(); drNew["ID"] = -1; drNew["Name"] = "Unassigned"; dtLoadOfficer.Rows.InsertAt(drNew, 0); drNew = dtLoadOfficer.NewRow(); drNew["ID"] = -2; drNew["Name"] = "- select -"; dtLoadOfficer.Rows.InsertAt(drNew, 0); ddlLoanOfficer.DataSource = dtLoadOfficer; ddlLoanOfficer.DataTextField = "Name"; ddlLoanOfficer.DataValueField = "ID"; //if (dtLoadOfficer.Select("ID=" + CurrUser.iUserID.ToString()).Length > 0) //{ // ddlLoanOfficer.SelectedValue = CurrUser.iUserID.ToString(); //} //else //{ ddlLoanOfficer.SelectedValue = "0"; //} ddlLoanOfficer.DataBind(); #endregion #region 加载ddlWorkflow Template_Workflow WflTempMgr = new Template_Workflow(); DataTable WorkflowList = WflTempMgr.GetWorkflowTemplateList(" and WorkflowType='Prospect' and Enabled=1", "Name"); this.ddlWorkflow.DataSource = WorkflowList; this.ddlWorkflow.DataBind(); // set default selected DefaultRowArray = WorkflowList.Select("Default=1"); if (DefaultRowArray.Length > 0) { string sWflTemplId = DefaultRowArray[0]["WflTemplId"].ToString(); this.ddlWorkflow.SelectedValue = sWflTemplId; } #endregion #region 加载Marketing enrollment MailChimpLists MailChimpListsMgr = new MailChimpLists(); DataTable MailChimpList = null; CheckRolePermistion(this.CurrUser.iUserID); if (_isAccessAllMailChimpList == true) { if (this.CurrUser.bIsCompanyExecutive == true) { MailChimpList = MailChimpListsMgr.GetMailChimpList(" and 1=1 ", "Name"); } else { if (this.CurrUser.bIsBranchManager == true) { MailChimpList = MailChimpListsMgr.GetMailChimpList_BranchManager(this.CurrUser.iUserID); } else { MailChimpList = MailChimpListsMgr.GetMailChimpList(" and UserId=" + this.CurrUser.iUserID, "Name"); } } } else { MailChimpList = MailChimpListsMgr.GetMailChimpList(" and UserId=" + this.CurrUser.iUserID, "Name"); } DataRow NewMarkingRow = MailChimpList.NewRow(); NewMarkingRow["LID"] = ""; NewMarkingRow["Name"] = "-- select --"; MailChimpList.Rows.InsertAt(NewMarkingRow, 0); this.ddlMarketing.DataSource = MailChimpList; this.ddlMarketing.DataBind(); #endregion #region 加载ddlTaskList LeadTaskList LeadTaskListMgr = new LeadTaskList(); string sOrderBy = string.Empty; if (this.CurrUser.SortTaskPickList == "S") { sOrderBy = "SequenceNumber"; } else { sOrderBy = "TaskName"; } DataTable LeadTaskList1 = LeadTaskListMgr.GetLeadTaskList(" and Enabled=1", sOrderBy); DataRow NewTaskRow = LeadTaskList1.NewRow(); NewTaskRow["TaskName"] = "-- select --"; NewTaskRow["SequenceNumber"] = 0; NewTaskRow["Enabled"] = "True"; LeadTaskList1.Rows.InsertAt(NewTaskRow, 0); this.ddlTaskList.DataSource = LeadTaskList1; this.ddlTaskList.DataBind(); #endregion // set default value this.txtDueDate.Text = DateTime.Now.ToString("MM/dd/yyyy"); this.txtDueTime.Text = System.DateTime.Now.AddHours(2).ToString("HH:mm"); this.txtReminderUser.Text = this.CurrUser.sLastName + ", " + this.CurrUser.sFirstName; this.hdnReminderUserID.Value = this.CurrUser.iUserID.ToString(); } }
private void BindControlDataSource() { Company_Lead_Sources bCompany_Lead_Sources = new Company_Lead_Sources(); DataSet dsLeadSources = bCompany_Lead_Sources.GetAllList(); DataTable dtLS = new DataTable(); if (dsLeadSources != null && dsLeadSources.Tables[0].Rows.Count > 0) { dtLS = dsLeadSources.Tables[0]; } if (!dtLS.Columns.Contains("LeadSourceID")) { dtLS.Columns.Add("LeadSourceID"); } if (!dtLS.Columns.Contains("LeadSource")) { dtLS.Columns.Add("LeadSource"); } DataRow drls = dtLS.NewRow(); drls["LeadSourceID"] = "-1"; drls["LeadSource"] = "- select a Lead Source -"; dtLS.Rows.InsertAt(drls, 0); ddlLeadSource.DataSource = dtLS; ddlLeadSource.DataBind(); Branches bBranches = new Branches(); DataTable dtBH = null; if (CurrUser.bIsCompanyExecutive || CurrUser.bIsDivisionExecutive || CurrUser.bIsRegionExecutive) { dtBH = bBranches.GetBranchFilter_Executive(CurrUser.iUserID, 0, 0); } else if (CurrUser.bIsBranchManager) { dtBH = bBranches.GetBranchFilter_Branch_Manager(CurrUser.iUserID, 0, 0); } else { dtBH = bBranches.GetBranchFilter(CurrUser.iUserID, 0, 0); } if (dtBH != null) { DataRow drbh = dtBH.NewRow(); drbh["BranchId"] = "-1"; drbh["Name"] = "- select a Branch -"; dtBH.Rows.InsertAt(drbh, 0); ddlBranch.DataSource = dtBH; ddlBranch.DataBind(); } Users bUsers = new Users(); if (CurrUser.bIsBranchUser) { DataTable dt = bUsers.GetUserBranchInfo(CurrUser.iUserID.ToString()); if (dt.Rows.Count > 0) { ddlBranch.SelectedValue = Convert.ToInt32(dt.Rows[0]["BranchID"]).ToString(); ddlBranch.Enabled = false; } } DataTable dtLO = bUsers.GetUserList(string.Format("And RoleName='{0}' and UserId={1}", "Loan Officer", CurrUser.iUserID)); if (dtLO.Rows.Count > 0) { //CurrentUser is Loan Officer if (!dtLO.Columns.Contains("LoanOfficer")) { dtLO.Columns.Add("LoanOfficer"); } ddlLoanOfficer.DataSource = dtLO; ddlLoanOfficer.DataTextField = "LoanOfficer"; ddlLoanOfficer.DataValueField = "UserID"; ddlLoanOfficer.SelectedValue = CurrUser.iUserID.ToString(); ddlLoanOfficer.DataBind(); ddlLoanOfficer.Enabled = false; } }
protected void Page_Load(object sender, EventArgs e) { #region 检查必要参数 bool bIsValid = PageCommon.ValidateQueryString(this, "LoanID", QueryStringType.ID); if (bIsValid == false) { PageCommon.WriteJsEnd(this, "Missing required query string.", ""); } this.iLoanID = Convert.ToInt32(this.Request.QueryString["LoanID"]); #endregion #region 加载Loan Info string sSql3 = "select l.*, pf.FolderId, pf.Name as FileName from Loans l inner join PointFiles pf on l.FileId=pf.FileId where l.FileId=" + this.iLoanID; DataTable LoanInfo = LPWeb.DAL.DbHelperSQL.ExecuteDataTable(sSql3); if ((LoanInfo == null) || (LoanInfo.Rows.Count == 0)) { PageCommon.WriteJsEnd(this, string.Format("No Loan Info found for LoanID {0}.", iLoanID), ""); } int FolderId = 0; string FileName = string.Empty; FolderId = LoanInfo.Rows[0]["FolderId"] == DBNull.Value ? 0 : (int)LoanInfo.Rows[0]["FolderId"]; FileName = LoanInfo.Rows[0]["FileName"] == DBNull.Value ? string.Empty : (string)LoanInfo.Rows[0]["FileName"]; if (FolderId < 1 || string.IsNullOrEmpty(FileName)) { lnkImport.Visible = false; } #endregion #region 权限验证 //try //{ // if (this.CurrUser.userRole.Prospect.ToString().IndexOf('B') == -1) // { // this.btnModify.Disabled = true; // } // if (this.CurrUser.userRole.Prospect.ToString().IndexOf('K') == -1) // { // this.btnSendEmail.Disabled = true; // } // if (this.CurrUser.userRole.Prospect.ToString().IndexOf('F') == -1) // { // this.btnDispose.Disabled = true; // } // if (this.CurrUser.userRole.Prospect.ToString().IndexOf('C') == -1) // { // btnDelete.Enabled = false; // } // if (this.CurrUser.userRole.Prospect.ToString().IndexOf('G') == -1) // { // btnSyncNow.Enabled = false; // } //} //catch (Exception exception) //{ // LPLog.LogMessage(exception.Message); //} if (this.CurrUser.userRole.ExportClients == true) { this.btnvCardExport.Enabled = true; } else { this.btnvCardExport.Enabled = false; } #endregion this.GetPostBackEventReference(this.lnkExport); if (this.IsPostBack == false) { #region 加载Lead Source列表 Company_Lead_Sources LeadSourceManager = new Company_Lead_Sources(); DataTable LeadSourceList = LeadSourceManager.GetList("1=1 order by LeadSource").Tables[0]; DataRow NewLeadSourceRow = LeadSourceList.NewRow(); NewLeadSourceRow["LeadSourceID"] = DBNull.Value; NewLeadSourceRow["LeadSource"] = "-- select --"; LeadSourceList.Rows.InsertAt(NewLeadSourceRow, 0); this.ddlLeadSource.DataSource = LeadSourceList; this.ddlLeadSource.DataBind(); #endregion #region 加载Program列表 Company_Loan_Programs ProgramMgr = new Company_Loan_Programs(); DataTable ProgramList = ProgramMgr.GetList("1=1 order by LoanProgram").Tables[0]; DataRow NewProgramRow = ProgramList.NewRow(); NewProgramRow["LoanProgramID"] = DBNull.Value; NewProgramRow["LoanProgram"] = "-- select --"; ProgramList.Rows.InsertAt(NewProgramRow, 0); this.ddlProgram.DataSource = ProgramList; this.ddlProgram.DataBind(); #endregion #region 加载Borrower Info DataTable BorrowerInfo = this.GetBorrowerInfo(this.iLoanID); #region 绑定Borrower信息 if (BorrowerInfo.Rows.Count > 0) { string sFirstName = BorrowerInfo.Rows[0]["FirstName"].ToString(); string sLastName = BorrowerInfo.Rows[0]["LastName"].ToString(); string sBorrowerName = sLastName + ", " + sFirstName; this.hProspectName.InnerText = sBorrowerName; this.txtFirstName.Text = sFirstName; this.txtLastName.Text = sLastName; this.txtEmail.Text = BorrowerInfo.Rows[0]["Email"].ToString(); this.txtCellPhone.Text = BorrowerInfo.Rows[0]["CellPhone"].ToString(); this.txtHomePhone.Text = BorrowerInfo.Rows[0]["HomePhone"].ToString(); this.txtWorkPhone.Text = BorrowerInfo.Rows[0]["BusinessPhone"].ToString(); this.txtBirthday.Text = BorrowerInfo.Rows[0]["DOB"].ToString() == "" ? "" : Convert.ToDateTime(BorrowerInfo.Rows[0]["DOB"]).ToString("MM/dd/yyyy"); this.lbFirstName.Text = BorrowerInfo.Rows[0]["FirstName"].ToString(); this.lbLastName.Text = BorrowerInfo.Rows[0]["LastName"].ToString(); this.lbEmail.Text = BorrowerInfo.Rows[0]["Email"].ToString(); this.lbCellPhone.Text = BorrowerInfo.Rows[0]["CellPhone"].ToString(); this.lbHomePhone.Text = BorrowerInfo.Rows[0]["HomePhone"].ToString(); this.lbWorkPhone.Text = BorrowerInfo.Rows[0]["BusinessPhone"].ToString(); this.lbBirthday.Text = BorrowerInfo.Rows[0]["DOB"].ToString() == "" ? "" : Convert.ToDateTime(BorrowerInfo.Rows[0]["DOB"]).ToString("MM/dd/yyyy"); } #endregion if (BorrowerInfo.Rows.Count > 0) { string sContactID = BorrowerInfo.Rows[0]["ContactId"].ToString(); #region 加载Prospect Info string sSqlx0 = "select * from Prospect where ContactId=" + sContactID; DataTable ProspectInfo = LPWeb.DAL.DbHelperSQL.ExecuteDataTable(sSqlx0); #region 绑定Prospect信息 if (ProspectInfo.Rows.Count > 0) { // Lead Source if (ProspectInfo.Rows[0]["LeadSource"] != DBNull.Value) { this.ddlLeadSource.SelectedValue = ProspectInfo.Rows[0]["LeadSource"].ToString(); this.lbLeadSource.Text = ProspectInfo.Rows[0]["LeadSource"].ToString(); } // Referral Source (Prospect.Referral) if (ProspectInfo.Rows[0]["Referral"] != DBNull.Value) { int iReferralID = Convert.ToInt32(ProspectInfo.Rows[0]["Referral"]); Contacts ContactManager = new Contacts(); this.txtReferralSource.Text = ContactManager.GetContactName(iReferralID); this.hdnReferralID.Value = iReferralID.ToString(); this.lbReferralSource.Text = ContactManager.GetContactName(iReferralID); } } #endregion #endregion } #endregion #region 绑定Lead信息 if (LoanInfo.Rows[0]["Purpose"] != DBNull.Value) { this.ddlPurpose.SelectedValue = LoanInfo.Rows[0]["Purpose"].ToString(); this.lbPurpose.Text = LoanInfo.Rows[0]["Purpose"].ToString(); } if (LoanInfo.Rows[0]["LoanType"] != DBNull.Value) { this.ddlType.SelectedValue = LoanInfo.Rows[0]["LoanType"].ToString(); this.lbType.Text = LoanInfo.Rows[0]["LoanType"].ToString(); } if (LoanInfo.Rows[0]["Program"] != DBNull.Value) { this.ddlProgram.SelectedValue = LoanInfo.Rows[0]["Program"].ToString(); this.lbProgram.Text = LoanInfo.Rows[0]["Program"].ToString(); } this.txtAmount.Text = LoanInfo.Rows[0]["LoanAmount"].ToString() == "" ? "" : Convert.ToDecimal(LoanInfo.Rows[0]["LoanAmount"]).ToString("n0"); this.txtRate.Text = LoanInfo.Rows[0]["Rate"].ToString() == "" ? "" : Convert.ToDecimal(LoanInfo.Rows[0]["Rate"]).ToString("n3"); this.lbAmount.Text = LoanInfo.Rows[0]["LoanAmount"].ToString() == "" ? "" : Convert.ToDecimal(LoanInfo.Rows[0]["LoanAmount"]).ToString("n0"); this.lbRate.Text = LoanInfo.Rows[0]["Rate"].ToString() == "" ? "" : Convert.ToDecimal(LoanInfo.Rows[0]["Rate"]).ToString("n3") + "%"; #endregion } #region Codes for Stage Progress Bar DataTable StageProgressData = this.GetStageProgressData(this.iLoanID); this.rptStageProgressItems.DataSource = StageProgressData; this.rptStageProgressItems.DataBind(); #endregion #region 获取当前Point Folder的BranchID string sSqlx = "select b.BranchId,b.name from PointFiles as a inner join PointFolders as b on a.FolderId = b.FolderId where a.FileId=" + this.iLoanID; DataTable BranchIDInfo = LPWeb.DAL.DbHelperSQL.ExecuteDataTable(sSqlx); if (BranchIDInfo.Rows.Count > 0 && BranchIDInfo.Rows[0]["BranchId"].ToString() != "" && BranchIDInfo.Rows[0]["BranchId"].ToString() != "0") { this.hdnBranchID.Value = BranchIDInfo.Rows[0]["BranchId"].ToString(); } else { sSqlx = "select BranchID from Loans where FileId=" + this.iLoanID; DataTable dtLoan = LPWeb.DAL.DbHelperSQL.ExecuteDataTable(sSqlx); if (dtLoan.Rows.Count > 0 && dtLoan.Rows[0]["BranchID"].ToString() != "" && dtLoan.Rows[0]["BranchID"].ToString() != "0") { this.hdnBranchID.Value = dtLoan.Rows[0]["BranchID"].ToString(); } else { sSqlx = "SELECT TOP 1 BranchID FROM Groups WHERE GroupId IN(SELECT GroupID FROM GroupUsers WHERE UserID IN(SELECT UserId FROM LoanTeam WHERE FileId = " + this.iLoanID + " AND RoleId =(SELECT RoleId FROM Roles WHERE [Name]='Loan Officer')))"; DataTable dtGroup = LPWeb.DAL.DbHelperSQL.ExecuteDataTable(sSqlx); if (dtGroup.Rows.Count > 0 && dtGroup.Rows[0]["BranchID"].ToString() != "" && dtGroup.Rows[0]["BranchID"].ToString() != "0") { this.hdnBranchID.Value = dtGroup.Rows[0]["BranchID"].ToString(); } } } #endregion #region 加载Point File Info string sSql7 = "Select top 1 * from dbo.lpvw_GetPointFileInfo where FileId=" + this.iLoanID; DataTable PointFileInfo = LPWeb.DAL.DbHelperSQL.ExecuteDataTable(sSql7); string sHasPointFile = "False"; if (PointFileInfo.Rows.Count > 0) { string sPointFilePath = PointFileInfo.Rows[0]["Path"].ToString(); string sFolderID = PointFileInfo.Rows[0]["FolderId"].ToString(); if (sPointFilePath != string.Empty || sFolderID != string.Empty) { sHasPointFile = "True"; } } this.hdnHasPointFile.Value = sHasPointFile; #endregion #region Context Menu if (LoanInfo.Rows.Count > 0) { string sProspectLoanStatus = LoanInfo.Rows[0]["ProspectLoanStatus"].ToString(); //加载 ArchiveLeadStatus ArchiveLeadStatus ArchiveLeadStatusMgr = new ArchiveLeadStatus(); DataSet ArchiveLeadStatusList = ArchiveLeadStatusMgr.GetList("isnull([Enabled],0)=1 order by LeadStatusName"); #region Build Sub Menu Item StringBuilder sbSubMenuItems = new StringBuilder(); if (ArchiveLeadStatusList.Tables[0].Rows.Count > 0) { sbSubMenuItems.AppendLine("<ul>"); foreach (DataRow dr in ArchiveLeadStatusList.Tables[0].Rows) { string sLeadStatusName1 = dr["LeadStatusName"].ToString(); string sLeadStatusName2 = dr["LeadStatusName"].ToString().Replace("'", "\\'"); sbSubMenuItems.AppendLine("<li><a href=\"\" onclick=\"ChangeStatus('" + sLeadStatusName2 + "'); return false;\">" + sLeadStatusName1 + "</a></li>"); } sbSubMenuItems.AppendLine("</ul>"); } #endregion StringBuilder sbMenuItems = new StringBuilder(); if (sProspectLoanStatus.ToLower() == "active") { sbMenuItems.AppendLine("<li><a href=\"\" onclick=\"return false;\">Archive</a>" + sbSubMenuItems + "</li>"); sbMenuItems.AppendLine("<li><a href=\"\" onclick=\"ChangeStatus('Convert'); return false;\">Convert to Loan</a></li>"); } this.ltrChangeStatusMenuItems.Text = sbMenuItems.ToString(); } #endregion #region Actions LoanTasks LoanTasksMgr = new LoanTasks(); DataTable LastTaskInfo = LoanTasksMgr.GetLoanTaskList(1, " and FileId=" + this.iLoanID + " and Completed is not null", " order by Completed desc"); DataTable NextTaskInfo = LoanTasksMgr.GetLoanTaskList(1, " and FileId=" + this.iLoanID + " and Completed is null", " order by LoanTaskId asc"); if (LastTaskInfo.Rows.Count == 0 && NextTaskInfo.Rows.Count == 0) { this.divActions.Visible = false; } else { if (LastTaskInfo.Rows.Count == 0) { this.trLastAction.Visible = false; } else { this.ltrLastTaskName.Text = LastTaskInfo.Rows[0]["Name"].ToString(); this.ltrLastDueDate.Text = LastTaskInfo.Rows[0]["Due"] == DBNull.Value ? string.Empty : Convert.ToDateTime(LastTaskInfo.Rows[0]["Due"].ToString()).ToLongDateString(); this.ltrLastDueTime.Text = LastTaskInfo.Rows[0]["DueTime"] == DBNull.Value ? string.Empty : TimeSpan.Parse(LastTaskInfo.Rows[0]["DueTime"].ToString()).ToString(); } if (NextTaskInfo.Rows.Count == 0) { this.trNextAction.Visible = false; } else { this.ltrNextTaskName.Text = NextTaskInfo.Rows[0]["Name"].ToString(); this.ltrNextDueDate.Text = NextTaskInfo.Rows[0]["Due"] == DBNull.Value ? string.Empty : Convert.ToDateTime(NextTaskInfo.Rows[0]["Due"].ToString()).ToLongDateString(); this.ltrNextDueTime.Text = NextTaskInfo.Rows[0]["DueTime"] == DBNull.Value ? string.Empty : TimeSpan.Parse(NextTaskInfo.Rows[0]["DueTime"].ToString()).ToString(); // hidden fields this.hdnNextTaskID.Value = NextTaskInfo.Rows[0]["LoanTaskId"].ToString(); this.hdnNextTaskOwnerID.Value = NextTaskInfo.Rows[0]["Owner"].ToString(); this.hdnLoginUserID.Value = this.CurrUser.iUserID.ToString(); this.hdnCompleteOtherTask.Value = this.CurrUser.userRole.MarkOtherTaskCompl == true ? "True" : "False"; this.hdnLoanStatus.Value = LoanInfo.Rows[0]["Status"].ToString(); } } #endregion }
protected void Page_Load(object sender, EventArgs e) { #region 检查页面参数 // CloseDialogCodes bool bIsValid = PageCommon.ValidateQueryString(this, "CloseDialogCodes", QueryStringType.String); if (bIsValid == false) { PageCommon.WriteJsEnd(this, "Missing required query string.", "window.parent.location.href=window.parent.location.href"); } this.sCloseDialogCodes = this.Request.QueryString["CloseDialogCodes"].ToString() + ";"; // RefreshCodes bIsValid = PageCommon.ValidateQueryString(this, "RefreshCodes", QueryStringType.String); if (bIsValid == false) { PageCommon.WriteJsEnd(this, "Missing required query string.", "window.parent.location.href=window.parent.location.href"); } this.sRefreshCodes = this.Request.QueryString["RefreshCodes"].ToString() + ";"; if (PageCommon.ValidateQueryString(this, "RefreshCodes", QueryStringType.String)) { this.sRefreshTabCodes = this.Request.QueryString["RefreshTab"].ToString().Trim() == "" ? "" : (this.Request.QueryString["RefreshTab"].ToString().Trim() + ";"); } // ProspectID bIsValid = PageCommon.ValidateQueryString(this, "ProspectID", QueryStringType.ID); if (bIsValid == false) { PageCommon.WriteJsEnd(this, "Missing required query string.", this.sCloseDialogCodes); } this.iProspectID = Convert.ToInt32(this.Request.QueryString["ProspectID"]); #endregion //权限验证 if (_curLoginUser.userRole.Prospect.ToString().IndexOf('H') == -1) // UpdatePoint { btnUpdatePoint.Enabled = false; } #region 加载Contact信息 Contacts ContactManager = new Contacts(); DataTable ContactInfo = null; try { ContactInfo = ContactManager.GetContactInfo(this.iProspectID); } catch (Exception ex) { string sExMsg = string.Format("Exception happened when get contact info (ContactID={0}): {1}", this.iProspectID, ex.Message); LPLog.LogMessage(LogType.Logerror, ex.Message); PageCommon.WriteJsEnd(this, "Exception happened when get contact info.", this.sCloseDialogCodes); } if (ContactInfo.Rows.Count == 0) { PageCommon.WriteJsEnd(this, "Invalid contact id.", this.sCloseDialogCodes); } #endregion #region 加载Prospect信息 Prospect ProspectManager = new Prospect(); DataTable ProspectInfo = null; try { ProspectInfo = ProspectManager.GetProspectInfo(this.iProspectID); } catch (Exception ex) { string sExMsg = string.Format("Exception happened when get prospect info (ContactID={0}): {1}", this.iProspectID, ex.Message); LPLog.LogMessage(LogType.Logerror, ex.Message); PageCommon.WriteJsEnd(this, "Exception happened when get prospect info.", this.sCloseDialogCodes); } if (ProspectInfo.Rows.Count == 0) { PageCommon.WriteJsEnd(this, "Invalid prospect id.", this.sCloseDialogCodes); } #region 加载Create By Users UserManager = new Users(); string sCreatedBy = ProspectInfo.Rows[0]["CreatedBy"].ToString(); int iCreatedBy = 0; //Convert.ToInt32(sCreatedBy); if (sCreatedBy != string.Empty) { iCreatedBy = Convert.ToInt32(sCreatedBy); DataTable CreatedByInfo = UserManager.GetUserInfo(iCreatedBy); if (CreatedByInfo.Rows.Count == 0) { this.lbCreatedBy.Text = string.Empty; } else { this.lbCreatedBy.Text = CreatedByInfo.Rows[0]["LastName"].ToString() + ", " + CreatedByInfo.Rows[0]["FirstName"].ToString(); } } else { this.lbCreatedBy.Text = string.Empty; } #endregion #region 加载Create By string sModifiedBy = ProspectInfo.Rows[0]["ModifiedBy"].ToString(); if (sModifiedBy != string.Empty) { DataTable ModifiedByInfo = UserManager.GetUserInfo(Convert.ToInt32(sModifiedBy)); if (ModifiedByInfo.Rows.Count == 0) { this.lbModifiedBy.Text = string.Empty; } else { this.lbModifiedBy.Text = ModifiedByInfo.Rows[0]["LastName"].ToString() + ", " + ModifiedByInfo.Rows[0]["FirstName"].ToString(); } } else { this.lbModifiedBy.Text = string.Empty; } #endregion #endregion // Old Status this.hdnOldStatus.Value = ProspectInfo.Rows[0]["Status"].ToString(); if (this.IsPostBack == false) { USStates.Init(ddlState); #region 加载Loan Officer列表 DataTable LoanOfficerList = this.GetLoanOfficerList(iCreatedBy); this.ddlLoanOfficer.DataSource = LoanOfficerList; this.ddlLoanOfficer.DataBind(); #endregion #region 加载Lead Source列表 Company_Lead_Sources LeadSourceManager = new Company_Lead_Sources(); DataTable LeadSourceList = LeadSourceManager.GetList("1=1 order by LeadSource").Tables[0]; DataRow NewLeadSourceRow = LeadSourceList.NewRow(); NewLeadSourceRow["LeadSourceID"] = DBNull.Value; NewLeadSourceRow["LeadSource"] = "-- select --"; LeadSourceList.Rows.InsertAt(NewLeadSourceRow, 0); this.ddlLeadSource.DataSource = LeadSourceList; this.ddlLeadSource.DataBind(); #endregion #region 绑定Prospect数据 // Loan Officer this.ddlLoanOfficer.SelectedValue = ProspectInfo.Rows[0]["LoanOfficer"].ToString(); hfLoanOfficer.Value = ProspectInfo.Rows[0]["LoanOfficer"].ToString(); this.txtRefCode.Text = ProspectInfo.Rows[0]["ReferenceCode"].ToString(); this.ddlStatus.SelectedValue = ProspectInfo.Rows[0]["Status"].ToString(); ListItem item = this.ddlCreditRanking.Items.FindByValue(string.Format("{0}", ProspectInfo.Rows[0]["CreditRanking"])); if (null != item) { this.ddlCreditRanking.ClearSelection(); item.Selected = true; } item = this.ddlPreferredContact.Items.FindByValue(string.Format("{0}", ProspectInfo.Rows[0]["PreferredContact"])); if (null != item) { this.ddlPreferredContact.ClearSelection(); item.Selected = true; } this.ddlLeadSource.SelectedValue = ProspectInfo.Rows[0]["LeadSource"].ToString(); this.lbCreatedOn.Text = ProspectInfo.Rows[0]["Created"].ToString(); this.lbModifiedOn.Text = ProspectInfo.Rows[0]["Modifed"].ToString(); //Get referral contact name int iReferralId = 0; if (ProspectInfo.Rows[0]["Referral"].ToString() != "" && int.TryParse(ProspectInfo.Rows[0]["Referral"].ToString(), out iReferralId)) { this.txbReferral.Text = ContactManager.GetContactName(iReferralId); this.hdnReferralID.Value = iReferralId.ToString(); } #endregion #region 绑定Contact数据 this.txtFirstName.Text = ContactInfo.Rows[0]["FirstName"].ToString(); this.txtMiddleName.Text = ContactInfo.Rows[0]["MiddleName"].ToString(); this.txtLastName.Text = ContactInfo.Rows[0]["LastName"].ToString(); this.ddlTitle.SelectedValue = ContactInfo.Rows[0]["Title"].ToString(); this.txtGenerationCode.Text = ContactInfo.Rows[0]["GenerationCode"].ToString(); this.txtSSN.Text = ContactInfo.Rows[0]["SSN"].ToString(); this.txtHomePhone.Text = ContactInfo.Rows[0]["HomePhone"].ToString(); this.txtCellPhone.Text = ContactInfo.Rows[0]["CellPhone"].ToString(); this.txtBizPhone.Text = ContactInfo.Rows[0]["BusinessPhone"].ToString(); this.txtFax.Text = ContactInfo.Rows[0]["Fax"].ToString(); this.txtAddress.Text = ContactInfo.Rows[0]["MailingAddr"].ToString(); this.txtCity.Text = ContactInfo.Rows[0]["MailingCity"].ToString(); this.ddlState.SelectedValue = ContactInfo.Rows[0]["MailingState"].ToString(); this.txtZip.Text = ContactInfo.Rows[0]["MailingZip"].ToString(); this.txtEmail.Text = ContactInfo.Rows[0]["Email"].ToString(); if (ContactInfo.Rows[0]["DOB"] == DBNull.Value) { this.txtDOB.Text = string.Empty; } else { this.txtDOB.Text = Convert.ToDateTime(ContactInfo.Rows[0]["DOB"]).ToShortDateString(); } this.txtExperianScore.Text = ContactInfo.Rows[0]["Experian"].ToString(); this.txtTransUnitScore.Text = ContactInfo.Rows[0]["TransUnion"].ToString(); this.txtEquifaxScore.Text = ContactInfo.Rows[0]["Equifax"].ToString(); #endregion } }