private void btnPaySundry_Click(object sender, EventArgs e)
{
epSundryAmount.SetError(txtSundry, "");
if (!Functions.IsPosDbl(txtSundry.Text))
{
epSundryAmount.SetError(txtSundry, "Must be a positive number");
return;
}
float payment = float.Parse(txtSundry.Text);
if (payment > _selectedAccount.Outstanding)
{
epSundryAmount.SetError(txtSundry, "This account only owes £" + _selectedAccount.Outstanding.ToString("0.00"));
return;
}
_db.Payments.Add(
new Payment
{
Account_Id = _selectedAccount.Id,
Amount = payment,
IsSundry = true,
Note = "",
PaidByAccountId = 0,
Timestamp = dtPayment.Value
});
_db.SaveChanges();
if (_selectedAccount.Outstanding <= 0)
{
AccountStatus accountStatus = (from s in _db.AccountStatus where s.Status == "Completed" select s).FirstOrDefault();
if (accountStatus == null)
{
return;
}
_db.AccountStatusChanges.Add(new AccountStatusChange
{
Account_Id = _selectedAccount.Id,
AccountStatus_Id = accountStatus.Id,
Timestamp = DateTime.Now
});
_db.SaveChanges();
MessageBox.Show("This account is now Completed.");
}
//Summary
txtSummaryCustomer.Text = _selectedCustomer.FullName;
txtSummaryAccount.Text = _selectedAccount.InvoiceCode;
txtSummaryDate.Text = dtPayment.Value.ToString("dd/MMM/yyyy");
txtSummaryPayment.Text = payment.ToString("C2");
pnlSummary.Visible = true;
Clear();
}
public void ShowCustomer(int customerID)
{
var db = new LA_Entities();
var customer = db.Customers.Find(customerID);
//Is this customer locked by someone else?
if (!String.IsNullOrEmpty(customer.LockedByUser) && customer.LockedByUser != Properties.Settings.Default.User)
{
//Is it to be unlocked?
if (MessageBox.Show("This customer is currently locked by " + customer.LockedByUser + ". Do you want to unlock it?", "Customer Locked", MessageBoxButtons.YesNo, MessageBoxIcon.Warning) == DialogResult.Yes)
{
customer.LockedByUser = "";
db.SaveChanges();
}
else
{
if (EvBackToMain != null)
{
EvBackToMain();
}
return;
}
}
_currentCustomerID = customer.Id;
txtSurname.Text = customer.Surname;
txtStartDate.Text = customer.StartDate.ToString("dd MMMM yyyy");
txtPostCode.Text = customer.PostCode;
txtPhoneNumber.Text = customer.PhoneNumber;
txtNotes.Text = customer.Notes;
txtMaxLoan.Text = customer.Maxloan.ToString(CultureInfo.InvariantCulture);
txtForename.Text = customer.Forename;
txtAddress.Text = customer.Address;
cmbCollectionDay.SelectedIndex = customer.PreferredDay;
cmbCollector.SelectedValue = customer.Collector.Id;
customer.LockedByUser = Properties.Settings.Default.User;
db.SaveChanges();
dgAccounts.AutoGenerateColumns = false;
var accountsToShow = customer.Accounts.ToList().Where(account => !account.CurrentStatus.IsDeleted).ToList();
dgAccounts.DataSource = accountsToShow;
btnDelete.Enabled = true;
btnNewAccount.Enabled = true;
BtnSave.Enabled = true;
btnSearch.Enabled = false;
}
private void ClearFields()
{
var db = new LA_Entities();
if (_currentCustomerID > 0)
{
Customer c = db.Customers.Find(_currentCustomerID);
c.LockedByUser = "";
db.SaveChanges();
}
_currentCustomerID = 0;
txtAddress.Text = "";
txtForename.Text = "";
txtMaxLoan.Text = "";
txtNotes.Text = "";
txtPhoneNumber.Text = "";
txtPostCode.Text = "";
txtStartDate.Text = "";
txtSurname.Text = "";
cmbCollectionDay.SelectedIndex = -1;
cmbCollector.SelectedIndex = -1;
dgAccounts.DataSource = null;
btnSearch.Enabled = true;
ClearErrors();
btnDelete.Enabled = false;
btnNewAccount.Enabled = false;
BtnSave.Enabled = false;
btnSearch.Enabled = true;
txtSurname.Focus();
}
private void btnSave_Click(object sender, EventArgs e)
{
if (!IsValid())
{
return;
}
var c = new Collector();
if (lstCollectors.SelectedItem != null)
{
c = (Collector)lstCollectors.SelectedItem;
}
c.CollectorName = txtCollectorName.Text.Trim();
c.Notes = txtNotes.Text.Trim();
_db.SaveChanges();
if (EvShowStatusText != null)
{
EvShowStatusText("Collector: " + c.CollectorName + ". Saved");
}
PopulateList();
}
private void btnDelete_Click(object sender, EventArgs e)
{
var db = new LA_Entities();
var name = txtForename.Text.Trim() + " " + txtSurname.Text.Trim();
if (MessageBox.Show("Delete " + name, "Confirm Deletion", MessageBoxButtons.YesNo, MessageBoxIcon.Question) == DialogResult.No)
{
return;
}
//Get the customer
Customer cust = db.Customers.Find(_currentCustomerID);
//Check Accounts
bool canDelete = true;
foreach (Account a in cust.Accounts)
{
if (a.CurrentStatus.IsCreated && a.Outstanding > 0)
{
canDelete = false;
}
}
if (!canDelete)
{
MessageBox.Show("This customer has outstanding accounts and, therefore, cannot be deleted.", "No Deletion", MessageBoxButtons.OK, MessageBoxIcon.Information);
return;
}
//Delete
cust.IsDeleted = true;
db.SaveChanges();
if (EvShowStatusText != null)
{
EvShowStatusText(cust.FullName + " deleted.");
}
ClearFields();
}
private void SaveCustomer()
{
var db = new LA_Entities();
Customer customer;
if (_currentCustomerID == 0)
{
customer = new Customer();
db.Customers.Add(customer);
}
else
{
customer = db.Customers.Find(_currentCustomerID);
}
if (txtMaxLoan.Text.Trim().Length == 0)
{
txtMaxLoan.Text = "0";
}
customer.Address = txtAddress.Text.Trim();
customer.Collector_Id = ((Collector)cmbCollector.SelectedItem).Id;
customer.Forename = txtForename.Text.Trim();
customer.Maxloan = int.Parse(txtMaxLoan.Text);
customer.Notes = txtNotes.Text.Trim();
customer.PhoneNumber = txtPhoneNumber.Text.Trim();
customer.PostCode = txtPostCode.Text.Trim();
customer.PreferredDay = cmbCollectionDay.SelectedIndex;
customer.Surname = txtSurname.Text.Trim();
db.SaveChanges();
_currentCustomerID = customer.Id;
if (EvShowStatusText != null)
{
EvShowStatusText("Customer: '" + customer.Surname + "' Saved");
}
}
private void SaveValues()
{
var isNewAccount = (_currentAccount.Id == 0);
var interest = float.Parse(txtInterest.Text);
var netValue = float.Parse(txtNetValue.Text);
_currentAccount.Customer.Notes = txtCustomerNotes.Text;
_currentAccount.GrossValue = netValue + interest;
_currentAccount.LastChecked = DateTime.Now;
_currentAccount.NetValue = netValue;
_currentAccount.Notes = txtNotes.Text.Trim();
_currentAccount.Payment = float.Parse(txtPayment.Text);
_currentAccount.PaymentPeriod = (int)udPaymentPeriod.Value;
_currentAccount.PayMonthly = (cmbPeriod.SelectedIndex == 1);
_currentAccount.NextPaymentDate = dtNextPayment.Value;
if (isNewAccount)
{
_db.Accounts.Add(_currentAccount);
}
_db.SaveChanges();
if (isNewAccount)
{
var canBePaidOff = _currentAccount.Customer.Accounts.Where(account => account.Id != _currentAccount.Id).Where(account => account.CurrentStatus.IsCreated && account.Outstanding > 0).ToList();
//Can other accounts be paid off?
if (canBePaidOff.Count > 0)
{
new FrmPayOffAccounts(_currentAccount.Id, canBePaidOff);
}
}
if (EvShowStatusText != null)
{
EvShowStatusText("Account: '" + _currentAccount.InvoiceCode + "' Saved");
}
}
private void btnPrint_Click(object sender, EventArgs e)
{
foreach (Account acc in lstAccounts.SelectedItems)
{
var period = acc.PayMonthly ? "month" : "week";
var numOfPayments = acc.PlannedNumberOfPayments * acc.PaymentPeriod;
var durationText =
$"The agreement will have a minimum duration of {numOfPayments.ToString(CultureInfo.InvariantCulture)} {period}s";
//Loans paid off
double paidOffAmount = 0;
var lpoText = "";
var paymentsPaidByThisAccount = (from p in _db.Payments where p.PaidByAccountId == acc.Id select p).ToList();
if (paymentsPaidByThisAccount.Count > 0)
{
lpoText += "(";
foreach (var p in paymentsPaidByThisAccount)
{
paidOffAmount += p.Amount;
lpoText += p.Account.InvoiceCode + ", ";
}
lpoText = lpoText.Substring(0, lpoText.Length - 2) + ")";
}
var repayablePeriod = "The loan will be repayable in " + acc.PlannedNumberOfPayments.ToString(CultureInfo.InvariantCulture) + " installments and each subsequent " + period + "ly payment will be due on the same day each succeeding " + period;
var repaymentText = "Your " + period + "ly repayment will be";
//Generate PDF
var headerFont = FontFactory.GetFont("Arial", 10);
var normalFont = FontFactory.GetFont("Arial", 8);
var smallFont = FontFactory.GetFont("Arial", 7);
var document = new Document(PageSize.A4, 25, 25, 30, 30);
var pdfPath = ReportHelper.CreateDoc(ref document);
document.Open();
//.HorizontalAlignment = ?; 0=Left, 1=Centre, 2=Right
var tHeader = new PdfPTable(1);
tHeader.AddCell(new PdfPCell(new Phrase("Pre Contract Fixed Sum Loan Agreement regulated by the Consumer Credit Act 1974", headerFont))
{
HorizontalAlignment = 1
});
document.Add(tHeader);
var widths = new[] { 1f, 2f, 1f, 2f };
var tAddresses = new PdfPTable(4);
tAddresses.SetWidths(widths);
var phLenders = new Phrase("R & M Donaldson" + Environment.NewLine + "P.O. Box 11, Heaton, NE7 7YW" + Environment.NewLine + "Telephone 0191 2811112", normalFont);
var phBorrower = new Phrase(acc.Customer.FullName + Environment.NewLine +
acc.Customer.Address + Environment.NewLine +
"Tel. " + acc.Customer.PhoneNumber, normalFont);
tAddresses.AddCell(new Phrase("The Lenders", normalFont));
tAddresses.AddCell(phLenders);
tAddresses.AddCell(new Phrase("The Borrowers", normalFont));
tAddresses.AddCell(phBorrower);
document.Add(tAddresses);
widths = new[] { 1f, 1f, 2f };
var tMain = new PdfPTable(3);
tMain.SetWidths(widths);
tMain.AddCell(new PdfPCell(new Phrase("Key Financial Information", headerFont))
{
Colspan = 2
});
tMain.AddCell(new Phrase("Terms and Conditions", headerFont));
var tDetails = new PdfPTable(2);
tDetails.AddCell(new Phrase("Amount of Loan", normalFont));
tDetails.AddCell(new PdfPCell(new Phrase(acc.NetValue.ToString("C0"), normalFont))
{
HorizontalAlignment = 2
});
tDetails.AddCell(new Phrase("Duration", normalFont));
tDetails.AddCell(new PdfPCell(new Phrase(durationText, normalFont))
{
HorizontalAlignment = 2
});
tDetails.AddCell(new Phrase("Total amount now payable (loan + interest)", normalFont));
tDetails.AddCell(new PdfPCell(new Phrase(acc.GrossValue.ToString("C0"), normalFont))
{
HorizontalAlignment = 2
});
tDetails.AddCell(new Phrase("Repayments are to commence", normalFont));
tDetails.AddCell(new PdfPCell(new Phrase(acc.FirstPayment.ToString("dd/MMM/yyyy"), normalFont))
{
HorizontalAlignment = 2
});
tDetails.AddCell(new PdfPCell(new Phrase(repayablePeriod, normalFont))
{
Colspan = 2
});
tDetails.AddCell(new Phrase(repaymentText, normalFont));
tDetails.AddCell(new PdfPCell(new Phrase(acc.Payment.ToString("C0"), normalFont))
{
HorizontalAlignment = 2
});
tDetails.AddCell(new Phrase("Personal APR", normalFont));
tDetails.AddCell(new PdfPCell(new Phrase(acc.PersonalApr.ToString("0.0") + "%", normalFont))
{
HorizontalAlignment = 2
});
tDetails.AddCell(new Phrase("Typical APR", normalFont));
tDetails.AddCell(new PdfPCell(new Phrase(acc.TypicalApr.ToString("0.0") + "%", normalFont))
{
HorizontalAlignment = 2
});
tDetails.AddCell(new PdfPCell(new Phrase("Other Financial Infomation", normalFont))
{
Colspan = 2
});
tDetails.AddCell(new Phrase("Total amount interest charged on this loan", normalFont));
tDetails.AddCell(new PdfPCell(new Phrase((acc.GrossValue - acc.NetValue).ToString("C0"), normalFont))
{
HorizontalAlignment = 2
});
tDetails.AddCell(new Phrase("Amount required to settle existing loan(s)", normalFont));
tDetails.AddCell(new PdfPCell(new Phrase(paidOffAmount.ToString("C0"), normalFont))
{
HorizontalAlignment = 2
});
tDetails.AddCell(new PdfPCell(new Phrase(lpoText, normalFont))
{
Colspan = 2
});
tDetails.AddCell(new Phrase("Cash now required", normalFont));
tDetails.AddCell(new PdfPCell(new Phrase((acc.NetValue - paidOffAmount).ToString("C0"), normalFont))
{
HorizontalAlignment = 2
});
tDetails.AddCell(new PdfPCell(new Phrase(Resources.Agreement_Comment01, smallFont))
{
Colspan = 2
});
tDetails.AddCell(new PdfPCell(new Phrase("Key Information", headerFont))
{
Colspan = 2
});
tDetails.AddCell(new PdfPCell(new Phrase(Resources.Agreement_Comment02, smallFont))
{
Colspan = 2
});
tMain.AddCell(new PdfPCell(tDetails)
{
Colspan = 2
});
tMain.AddCell(new Paragraph(Resources.Agreement_Terms_and_Conditions, smallFont));
document.Add(tMain);
document.Close();
////todo: replace this with auto printing code
//var copies = Settings.Default.AgreementsToPrint;
//Process.Start(pdfPath);
var onScreen = Settings.Default.AgreementsToScreen;
if (onScreen)
{
Process.Start(pdfPath);
}
else
{
Pdf.PrintPdf(pdfPath);
}
}
if (MessageBox.Show(@"Did the Agreements print correctly?", @"Confirm Printing", MessageBoxButtons.YesNo, MessageBoxIcon.Question, MessageBoxDefaultButton.Button2) == DialogResult.Yes)
{
foreach (Account acc in lstAccounts.SelectedItems)
{
acc.PrintedForm = true;
}
_db.SaveChanges();
}
PopulateFields();
}
private void btnPayment_Click(object sender, EventArgs e)
{
//Validate Payments
var isValid = true;
foreach (DataGridViewRow r in dgAccounts.Rows)
{
var paymentCell = r.Cells["Payment"];
var payment = (paymentCell.Value == null) ? 0F : float.Parse(paymentCell.Value.ToString());
if (payment < 0)
{
isValid = false;
paymentCell.Style.BackColor = Color.Red;
}
else if (payment > 0)
{
//Is this account being overpaid?
var outstanding = float.Parse(r.Cells["Outstanding"].Value.ToString().TrimStart('£'));
if (outstanding < payment)
{
isValid = false;
paymentCell.Style.BackColor = Color.Red;
}
else
{
paymentCell.Style.BackColor = Color.White;
}
}
}
if (!isValid)
{
return;
}
float totalPayments = 0;
foreach (DataGridViewRow r in dgAccounts.Rows)
{
var paymentCell = r.Cells["Payment"];
var payeeIdValue = int.Parse(r.Cells[0].Value.ToString());
var paymentValue = float.Parse(paymentCell.Value.ToString());
if (paymentValue <= 0)
{
continue;
}
var newPayment = new Payment
{
Account_Id = payeeIdValue,
Amount = paymentValue,
Timestamp = DateTime.Now,
PaidByAccountId = _parentAccount.Id,
IsSundry = true,
Note = ""
};
_db.Payments.Add(newPayment);
totalPayments += paymentValue;
}
_db.SaveChanges();
toolStripStatusLabel1.Text = @"Payments made: " + totalPayments.ToString("£0.00");
var accounts = _accountIDs.Select(id => _db.Accounts.Find(id)).ToList();
ShowAccounts(_parentAccount.Id, accounts);
}
private void btnAccept_Click(object sender, EventArgs e)
{
foreach (DataGridViewRow row in dgPayments.Rows)
{
var paymentCell = row.Cells["Payment"];
if (paymentCell.Style.BackColor == Color.Red)
{
MessageBox.Show("Fix invalid Payment data", "Error", MessageBoxButtons.OK, MessageBoxIcon.Error);
return;
}
}
//Validate Amount Taken
epAmountProvided.Clear();
if (String.IsNullOrEmpty(txtAmountCollected.Text))
{
epAmountProvided.SetError(txtAmountCollected, "Enter a value");
return;
}
if (!Functions.IsPosDbl(txtAmountCollected.Text))
{
epAmountProvided.SetError(txtAmountCollected, "Enter a positive numeric value");
return;
}
//Validate Payments
bool isValid = true;
foreach (DataGridViewRow r in dgPayments.Rows)
{
DataGridViewCell paymentCell = r.Cells["Payment"];
if (!paymentCell.ReadOnly)
{
bool cellOk = true;
if (paymentCell.Value.ToString() == "")
{
paymentCell.Value = "0";
}
if (!Functions.IsDbl(paymentCell.Value.ToString()))
{
cellOk = false;
}
else
{
double val = Convert.ToDouble(paymentCell.Value);
if (val < 0)
{
cellOk = false;
}
}
if (!cellOk)
{
isValid = false;
paymentCell.Style.BackColor = Color.LightPink;
continue;
}
//Is this account being overpaid?
var payment = float.Parse(paymentCell.Value.ToString());
var outstanding = float.Parse(r.Cells["Outstanding"].Value.ToString());
if ((outstanding < payment) && payment > 0)
{
isValid = false;
paymentCell.Style.BackColor = Color.LightPink;
}
else
{
paymentCell.Style.BackColor = Color.Khaki;
}
}
}
if (!isValid)
{
MessageBox.Show("Check entered values", "Invalid", MessageBoxButtons.OK, MessageBoxIcon.Error);
return;
}
Cursor.Current = Cursors.WaitCursor;
foreach (DataGridViewRow r in dgPayments.Rows)
{
DataGridViewCell paymentCell = r.Cells["Payment"];
if (!paymentCell.ReadOnly)
{
int accountID = int.Parse(r.Cells[0].Value.ToString());
float payment = float.Parse(paymentCell.Value.ToString());
if (payment > 0)
{
Account a = _db.Accounts.Find(accountID);
var p = new Payment
{
Amount = payment,
IsSundry = false,
Note = "",
Timestamp = dtCollection.Value
};
a.Payments.Add(p);
_db.SaveChanges();
}
}
}
ShowPayments();
//Print Report
var collectorID = ((Collector)(cmbCollector.SelectedValue)).Id;
var reports = new Reports.Reports();
var file = reports.PaymentsTaken(collectorID, dtCollection.Value, Convert.ToDouble(txtAmountCollected.Text));
Process.Start(file);
Cursor.Current = Cursors.Default;
}