public async Task <IActionResult> UpdateEndorsement(LeadEndorsementVM leadEndorsementVM, IFormCollection formCollection) { var userId = User.FindFirst(ClaimTypes.NameIdentifier).Value; LeadEndorsement leadEndorsement = new LeadEndorsement(); leadEndorsement = leadEndorsementVM.leadEndorsement; leadEndorsement.EndDate = Convert.ToDateTime(formCollection["EndDate"].ToString()); leadEndorsement.IsDeleted = false; leadEndorsement.ModifiedBy = Guid.Parse(userId); leadEndorsement.DateModified = DateTime.Now; leadEndorsement.StartDate = Convert.ToDateTime(formCollection["StartDate"].ToString()); leadEndorsement.Agents = Util.getAgents(formCollection); _context.Update(leadEndorsement); await _context.SaveChangesAsync(); StatusMessage = StaticContent.LEAD_ENDORSEMENT_UPDATE_MESSAGE; ViewData["StatusMessage"] = StatusMessage; var routeValues = new RouteValueDictionary { { "id", leadEndorsement.ClientId }, { "IsOpen", "policies" } }; return(RedirectToAction("Details", "Client", routeValues)); }
public async Task <IActionResult> createEndorsement(string pid) { LeadEndorsementVM leadEndorsementVM = new LeadEndorsementVM(); leadEndorsementVM = await GetEndorsementData(pid, ""); return(PartialView("AddLeadEndorsementView", leadEndorsementVM)); }
public async Task <IActionResult> GetEndorsementById(string id) { LeadEndorsementVM leadEndorsementVM = new LeadEndorsementVM(); leadEndorsementVM = await GetEndorsementData("", id); return(PartialView("EndorsementPartialView", leadEndorsementVM)); }
public async Task <IActionResult> AddEndorsement(LeadEndorsementVM leadEndorsementVM, IFormCollection formCollection) { Guid ClientId = Guid.Parse(formCollection["policy.ClientId"].ToString()); var userId = User.FindFirst(ClaimTypes.NameIdentifier).Value; var pid = formCollection["policy.Id"].ToString(); var policy = _context.Policies.Where(p => p.Id == Guid.Parse(pid)).FirstOrDefault(); var lpolicy = _context.LeadPolicies.Where(l => l.Id == policy.LeadId).FirstOrDefault(); LeadEndorsement leadEndorsement = new LeadEndorsement(); leadEndorsement.Id = Guid.NewGuid(); leadEndorsement.ClientId = ClientId; leadEndorsement.Commission = leadEndorsementVM.leadEndorsement.Commission; leadEndorsement.Description = leadEndorsementVM.leadEndorsement.Description; leadEndorsement.CreatedBy = Guid.Parse(userId); leadEndorsement.DateCreated = DateTime.Now; leadEndorsement.DateModified = DateTime.Now; leadEndorsement.DateUpdated = DateTime.Now; leadEndorsement.EndDate = Convert.ToDateTime(formCollection["EndDate"].ToString()); leadEndorsement.GrossPremium = leadEndorsementVM.leadEndorsement.GrossPremium; leadEndorsement.IsDeleted = false; leadEndorsement.ModifiedBy = Guid.Parse(userId); leadEndorsement.NetPremium = leadEndorsementVM.leadEndorsement.NetPremium; leadEndorsement.OrganisationId = Guid.Parse(formCollection["policy.OrganisationId"].ToString()); leadEndorsement.PolicyClassId = policy.PolicyClassId; leadEndorsement.StartDate = Convert.ToDateTime(formCollection["StartDate"].ToString()); leadEndorsement.Status = "New"; leadEndorsement.InsurerMasterId = policy.InsurerMasterId; leadEndorsement.Currency = policy.Currency; leadEndorsement.TranscationType = leadEndorsementVM.leadEndorsement.TranscationType; ///get Agents leadEndorsement.Agents = Util.getAgents(formCollection); leadEndorsement.LeadId = policy.LeadId; leadEndorsement.PolicyId = policy.Id; _context.Add(leadEndorsement); policy.LeadEndorsementId = leadEndorsement.Id; lpolicy.LeadEndorsementId = leadEndorsement.Id; int cnt = Convert.ToInt32(policy.EndorsementCount); cnt++; policy.EndorsementCount = cnt; _context.Update(policy); _context.Update(lpolicy); await _context.SaveChangesAsync(); StatusMessage = StaticContent.LEAD_ENDORSEMENT_CREATE_MESSAGE; ViewData["StatusMessage"] = StatusMessage; var routeValues = new RouteValueDictionary { { "id", ClientId }, { "IsOpen", "leads" } }; return(RedirectToAction("Details", "Client", routeValues)); }
private async Task <LeadEndorsementVM> GetEndorsementData(string policyId, string leid) { getInsurerMasterData(); getPolicyMasterData(); getCurrencyList(); LeadEndorsementVM leadEndorsementVM = new LeadEndorsementVM(); if (string.IsNullOrEmpty(leid)) { leadEndorsementVM.leadEndorsement = new LeadEndorsement(); } else { leadEndorsementVM.leadEndorsement = _context.LeadEndorsements.Where(l => l.Id == Guid.Parse(leid)).FirstOrDefault(); leadEndorsementVM.startDate = leadEndorsementVM.leadEndorsement.StartDate.ToString("yyyy-MM-dd"); leadEndorsementVM.endDate = leadEndorsementVM.leadEndorsement.EndDate.ToString("yyyy-MM-dd"); leadEndorsementVM.AgentList = Util.getAgentListFromJson(leadEndorsementVM.leadEndorsement.Agents); } if (!string.IsNullOrEmpty(policyId)) { leadEndorsementVM.policy = _context.Policies.Where(p => p.Id == Guid.Parse(policyId)).FirstOrDefault(); } else { leadEndorsementVM.policy = _context.Policies.Where(p => p.Id == leadEndorsementVM.leadEndorsement.PolicyId).FirstOrDefault(); } var lpData = new List <dynamic>(); var policyMaster = await _context.PolicyClassMaster.ToListAsync(); List <LeadPolicyField> leadPolicyFields = await _context.LeadPolicyFields.Where(f => f.PolicyClassId == leadEndorsementVM.policy.PolicyClassId).ToListAsync(); List <LeadPolicyData> leadsData = await _context.LeadPolicyData.Where(l => l.LeadiId == leadEndorsementVM.policy.LeadId).ToListAsync(); leadEndorsementVM.policy.AgentList = Util.getAgentListFromJson(leadEndorsementVM.policy.Agents); leadEndorsementVM.policy.PolicyName = Util.GetPolicyName(policyMaster, leadEndorsementVM.policy.PolicyClassId); var globalInsurerId = _context.InsurerMasters.Where(i => i.Id == leadEndorsementVM.policy.InsurerMasterId).FirstOrDefault().GlobalInsurerId; leadEndorsementVM.policy.InsurerName = Util.GetInsurerName(_context, globalInsurerId); leadEndorsementVM.policy.AgentList = Util.getAgentListFromJson(leadEndorsementVM.policy.Agents); foreach (LeadPolicyField lpf in leadPolicyFields) { dynamic DyObj = new ExpandoObject(); foreach (LeadPolicyData lpd in leadsData) { if (lpd.LeadPolicyFieldId == lpf.Id) { DyObj.FieldName = lpf.FieldName; DyObj.DisplayName = lpf.DisplayName; DyObj.FieldType = lpf.FieldType; DyObj.FieldValue = lpd.Data; DyObj.FieldName = lpf.FieldName; lpData.Add(DyObj); } } } ViewBag.LeadsData = lpData; return(leadEndorsementVM); }