protected void updateInvoiceComment(Data.Entities.LeadInvoice invoice, LeadInvoiceDetail invoiceDetail)
{
LeadComment comment = null;
// retrieve comment by reference
comment = LeadCommentManager.GetLeadCommentByReferenceId(invoiceDetail.InvoiceLineID);
if (comment == null)
{
comment = new LeadComment();
}
comment.InsertBy = Core.SessionHelper.getUserId();
comment.InsertDate = DateTime.Now;
comment.LeadId = invoice.LeadId;
comment.PolicyType = invoice.PolicyTypeID;
comment.ReferenceID = invoiceDetail.InvoiceLineID;
comment.Status = 1; // active
comment.UserId = Core.SessionHelper.getUserId();
comment.CommentText = string.Format("<div>Invoice # {0} - {1:MM-dd-yyyy} for {2} Qty:{3:N2} Rate:{4:N2} Item Total:{5:N2}</div><div>{6}</div>",
invoice.AdjusterInvoiceNumber,
invoiceDetail.LineDate,
invoiceDetail.LineDescription ?? "",
invoiceDetail.Qty ?? 0,
invoiceDetail.Rate ?? 0,
invoiceDetail.LineAmount ?? 0,
invoiceDetail.Comments ?? ""
);
LeadCommentManager.Save(comment);
}
protected void btnEmailInvoice_Click(object sender, EventArgs e)
{
string reportPath = null;
int invoiceID = 0;
Data.Entities.LeadInvoice invoice = null;
int port = 0;
string password = null;
CRM.Data.Entities.SecUser user = null;
string subject = "Invoice";
int userID = Core.SessionHelper.getUserId();
string bodyText = "Invoiced is attached.";
Page.Validate("emailInvoice");
if (!Page.IsValid)
{
return;
}
try {
invoiceID = Convert.ToInt32(ViewState["InvoiceID"].ToString());
reportPath = generateInvoicePDF(invoiceID);
user = SecUserManager.GetByUserId(userID);
if (user != null && !string.IsNullOrEmpty(reportPath))
{
invoice = LeadInvoiceManager.Get(invoiceID);
string[] recipient = new string[] { txtEmailTo.Text };
string[] attachments = new string[] { reportPath };
port = Convert.ToInt32(user.emailHostPort);
password = Core.SecurityManager.Decrypt(user.emailPassword);
Core.EmailHelper.sendEmail(user.Email, recipient, null, subject, bodyText, attachments, user.emailHost, port, user.Email, password);
updateDocumentLog(reportPath, (int)invoice.PolicyTypeID);
lblMessage.Text = "Invoice mailed successfully.";
lblMessage.CssClass = "ok";
}
}
catch (Exception ex) {
lblMessage.Text = "Unable to email invoice.";
lblMessage.CssClass = "error";
}
}
private void saveInvoice()
{
string[] billToValues = null;
int clientID = 0;
int invoiceID = 0;
int InvoiceLineID = 0;
Data.Entities.LeadInvoice invoice = null;
CRM.Data.Entities.LeadPolicy policy = null;
LeadInvoiceDetail invoiceDetailLine = null;
LeadInvoiceDetail invoiceDetail = null;
int nextInvoiceNumber = 0;
int policyID = 0;
decimal taxAmount = 0;
billToValues = ddlBillTo.SelectedValue.Split(new char[] { '|' });
// get invoice id
invoiceID = Convert.ToInt32(ViewState["InvoiceID"].ToString());
clientID = Core.SessionHelper.getClientId();
// current policy being edited
policyID = Session["policyID"] == null ? 0 : Convert.ToInt32(Session["policyID"]);
policy = LeadPolicyManager.GetByID(policyID);
if (invoiceID == 0) {
invoice = new Data.Entities.LeadInvoice();
// get id for current lead
invoice.LeadId = Core.SessionHelper.getLeadId();
invoice.isVoid = false;
// assign client
invoice.ClientID = clientID;
// hide print button
//btnPrint.Visible = false;
}
else {
invoice = LeadInvoiceManager.Get(invoiceID);
// show print button
//btnPrint.Visible = true;
}
invoice.PolicyID = policy.PolicyType;
invoice.InvoiceDate = Convert.ToDateTime(txtInvoiceDate.Text);
invoice.DueDate = Convert.ToDateTime(txtDueDate.Text);
invoice.BillToName = txtBillTo.Text.Trim();
invoice.BillToAddress1 = txtBillToAddress1.Text.Trim();
invoice.BillToAddress2 = txtBillToAddress2.Text.Trim();
invoice.BillToAddress3 = txtBillToAddress3.Text.Trim();
invoice.AdjusterID = policy.AdjusterID;
invoice.AdjusterInvoiceNumber = txtReferenceNumber.Text.Trim();
try {
using (TransactionScope scope = new TransactionScope()) {
if (invoiceID == 0) {
// assign next invoice number to new invoice
nextInvoiceNumber = LeadInvoiceManager.GetNextInvoiceNumber(clientID);
invoice.InvoiceNumber = nextInvoiceNumber;
}
invoiceID = LeadInvoiceManager.Save(invoice);
// save newly generated invoice id
ViewState["InvoiceID"] = invoiceID.ToString();
// check for add/edit invoice detail line
InvoiceLineID = ViewState["InvoiceLineID"] == null ? 0 : Convert.ToInt32(ViewState["InvoiceLineID"]);
if (InvoiceLineID > 0)
invoiceDetail = LeadInvoiceDetailManager.Get(InvoiceLineID);
else
invoiceDetail = new LeadInvoiceDetail();
// get detail line from gridview footer
if (invoiceDetail != null) {
invoiceDetailLine = getInvoiceDetailLine();
if (invoiceDetailLine.LineDate != null && !string.IsNullOrEmpty(invoiceDetailLine.LineDescription) && invoiceDetailLine.Qty > 0 &&
invoiceDetailLine.Rate > 0) {
// update fields
invoiceDetail.InvoiceID = invoiceID;
invoiceDetail.InvoiceLineID = InvoiceLineID;
invoiceDetail.ServiceTypeID = invoiceDetailLine.ServiceTypeID;
invoiceDetail.Comments = invoiceDetailLine.Comments;
invoiceDetail.isBillable = invoiceDetailLine.isBillable;
invoiceDetail.LineAmount = invoiceDetailLine.LineAmount;
invoiceDetail.LineDate = invoiceDetailLine.LineDate;
invoiceDetail.LineDescription = invoiceDetailLine.LineDescription;
invoiceDetail.Qty = invoiceDetailLine.Qty;
invoiceDetail.Rate = invoiceDetailLine.Rate;
invoiceDetail.UnitDescription = invoiceDetailLine.UnitDescription;
invoiceDetail.Total = invoiceDetailLine.Total;
// save invoice detail
LeadInvoiceDetailManager.Save(invoiceDetail);
// clear
ViewState["InvoiceLineID"] = "0";
// update invoice total after adding
invoice = LeadInvoiceManager.Get(invoiceID);
invoice.TotalAmount = invoice.LeadInvoiceDetail.Where(x => x.isBillable == true).Sum(x => x.LineAmount);
taxAmount = (invoice.TotalAmount ?? 0) * ((invoice.TaxRate ?? 0) / 100);
//invoice.TotalAmount = invoice.TotalAmount + taxAmount;
LeadInvoiceManager.Save(invoice);
// update comment
updateInvoiceComment(invoice, invoiceDetail);
}
}
// complete transaction
scope.Complete();
}
// refresh invoice detail lines
bindInvoiceDetails(invoiceID);
clearFields();
showToolbarButtons();
}
catch (Exception ex) {
lblMessage.Text = "Error while saving invoice.";
lblMessage.CssClass = "error";
Core.EmailHelper.emailError(ex);
}
}
private void saveInvoice()
{
string[] billToValues = null;
int clientID = 0;
int invoiceID = 0;
int InvoiceLineID = 0;
Data.Entities.LeadInvoice invoice = null;
CRM.Data.Entities.LeadPolicy policy = null;
LeadInvoiceDetail invoiceDetailLine = null;
LeadInvoiceDetail invoiceDetail = null;
int nextInvoiceNumber = 0;
int policyID = 0;
decimal taxAmount = 0;
billToValues = ddlBillTo.SelectedValue.Split(new char[] { '|' });
// get invoice id
invoiceID = Convert.ToInt32(ViewState["InvoiceID"].ToString());
clientID = Core.SessionHelper.getClientId();
// current policy being edited
policyID = Session["policyID"] == null ? 0 : Convert.ToInt32(Session["policyID"]);
policy = LeadPolicyManager.GetByID(policyID);
if (invoiceID == 0)
{
invoice = new Data.Entities.LeadInvoice();
// get id for current lead
invoice.LeadId = Core.SessionHelper.getLeadId();
invoice.isVoid = false;
// assign client
invoice.ClientID = clientID;
// hide print button
//btnPrint.Visible = false;
}
else
{
invoice = LeadInvoiceManager.Get(invoiceID);
// show print button
//btnPrint.Visible = true;
}
invoice.PolicyID = policy.PolicyType;
invoice.InvoiceDate = Convert.ToDateTime(txtInvoiceDate.Text);
invoice.DueDate = Convert.ToDateTime(txtDueDate.Text);
invoice.BillToName = txtBillTo.Text.Trim();
invoice.BillToAddress1 = txtBillToAddress1.Text.Trim();
invoice.BillToAddress2 = txtBillToAddress2.Text.Trim();
invoice.BillToAddress3 = txtBillToAddress3.Text.Trim();
invoice.AdjusterID = policy.AdjusterID;
invoice.AdjusterInvoiceNumber = txtReferenceNumber.Text.Trim();
try {
using (TransactionScope scope = new TransactionScope()) {
if (invoiceID == 0)
{
// assign next invoice number to new invoice
nextInvoiceNumber = LeadInvoiceManager.GetNextInvoiceNumber(clientID);
invoice.InvoiceNumber = nextInvoiceNumber;
}
invoiceID = LeadInvoiceManager.Save(invoice);
// save newly generated invoice id
ViewState["InvoiceID"] = invoiceID.ToString();
// check for add/edit invoice detail line
InvoiceLineID = ViewState["InvoiceLineID"] == null ? 0 : Convert.ToInt32(ViewState["InvoiceLineID"]);
if (InvoiceLineID > 0)
{
invoiceDetail = LeadInvoiceDetailManager.Get(InvoiceLineID);
}
else
{
invoiceDetail = new LeadInvoiceDetail();
}
// get detail line from gridview footer
if (invoiceDetail != null)
{
invoiceDetailLine = getInvoiceDetailLine();
if (invoiceDetailLine.LineDate != null && !string.IsNullOrEmpty(invoiceDetailLine.LineDescription) && invoiceDetailLine.Qty > 0 &&
invoiceDetailLine.Rate > 0)
{
// update fields
invoiceDetail.InvoiceID = invoiceID;
invoiceDetail.InvoiceLineID = InvoiceLineID;
invoiceDetail.ServiceTypeID = invoiceDetailLine.ServiceTypeID;
invoiceDetail.Comments = invoiceDetailLine.Comments;
invoiceDetail.isBillable = invoiceDetailLine.isBillable;
invoiceDetail.LineAmount = invoiceDetailLine.LineAmount;
invoiceDetail.LineDate = invoiceDetailLine.LineDate;
invoiceDetail.LineDescription = invoiceDetailLine.LineDescription;
invoiceDetail.Qty = invoiceDetailLine.Qty;
invoiceDetail.Rate = invoiceDetailLine.Rate;
invoiceDetail.UnitDescription = invoiceDetailLine.UnitDescription;
invoiceDetail.Total = invoiceDetailLine.Total;
// save invoice detail
LeadInvoiceDetailManager.Save(invoiceDetail);
// clear
ViewState["InvoiceLineID"] = "0";
// update invoice total after adding
invoice = LeadInvoiceManager.Get(invoiceID);
invoice.TotalAmount = invoice.LeadInvoiceDetail.Where(x => x.isBillable == true).Sum(x => x.LineAmount);
taxAmount = (invoice.TotalAmount ?? 0) * ((invoice.TaxRate ?? 0) / 100);
//invoice.TotalAmount = invoice.TotalAmount + taxAmount;
LeadInvoiceManager.Save(invoice);
// update comment
updateInvoiceComment(invoice, invoiceDetail);
}
}
// complete transaction
scope.Complete();
}
// refresh invoice detail lines
bindInvoiceDetails(invoiceID);
clearFields();
showToolbarButtons();
}
catch (Exception ex) {
lblMessage.Text = "Error while saving invoice.";
lblMessage.CssClass = "error";
Core.EmailHelper.emailError(ex);
}
}