private CRM.Data.Entities.LeadPolicy createPolicy(int leadID, DataRow dataRow)
{
CRM.Data.Entities.LeadPolicy policy = null;
string userFieldName = null;
policy = new CRM.Data.Entities.LeadPolicy();
policy.LeadId = leadID;
policy.IsActive = true;
// Policy Number
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Policy Number");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
policy.PolicyNumber = dataRow[userFieldName].ToString().Trim();
}
// Policy Form
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Policy Form");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
{
policy.PolicyFormType = dataRow[userFieldName].ToString().Trim();
}
LeadPolicyManager.Save(policy);
return(policy);
}
protected CRM.Data.Entities.LeadPolicy collectPolicyDataFromUI()
{
CRM.Data.Entities.LeadPolicy policy = new CRM.Data.Entities.LeadPolicy();
policy.PolicyType = Convert.ToInt32(ucPolicyType1.SelectedValue);
policy.PolicyNumber = txtPolicyNumber.Text.Trim();
policy.ClaimNumber = txtClaimNumber.Text.Trim();
policy.IsActive = true;
policy.LossDate = txtLossDate.Date;
return(policy);
}
private void notifyAdjuster(CRM.Data.Entities.LeadPolicy policy)
{
AdjusterMaster adjuster = null;
string clientName = null;
string claimantName = null;
string emailText = null;
string emailPassword = null;
Leads lead = null;
int leadID = 0;
string[] recipients = null;
string userEmail = null;
string subject = null;
// get adjuster info
adjuster = AdjusterManager.Get(policy.AdjusterID ?? 0);
// retreive lead information
leadID = SessionHelper.getLeadId();
lead = LeadsManager.GetByLeadId(leadID);
if (lead != null && adjuster != null && !string.IsNullOrEmpty(adjuster.email) && (adjuster.isEmailNotification ?? true))
{
recipients = new string[] { adjuster.email };
userEmail = ConfigurationManager.AppSettings["userID"].ToString();
emailPassword = ConfigurationManager.AppSettings["Password"].ToString();
// name of CRM client
clientName = adjuster.Client == null ? "" : adjuster.Client.BusinessName;
claimantName = string.Format("{0} {1}", lead.ClaimantFirstName ?? "", lead.ClaimantLastName ?? "");
subject = string.Format("{0} has assigned {1} to you.", clientName, claimantName);
emailText = string.Format("<br>Claim # {0} was assigned to you.<br>Please review {1} right away to begin the file.<br><br>Thank you.<br><br>http://app.claimruler.com",
policy.ClaimNumber,
claimantName);
Core.EmailHelper.sendEmail(adjuster.email, recipients, null, subject, emailText, null, userEmail, emailPassword);
}
}
protected void gvCarrierPolicy_RowDataBound(object sender, GridViewRowEventArgs e)
{
CRM.Data.Entities.LeadPolicy policy = null;
decimal invoiceAmount = 0;
int profileID = Convert.ToInt32(ddlInvoiceProfile.SelectedValue);
if (e.Row.RowType == DataControlRowType.DataRow)
{
policy = e.Row.DataItem as CRM.Data.Entities.LeadPolicy;
Label lblPolicyHolder = e.Row.FindControl("lblPolicyHolder") as Label;
lblPolicyHolder.Text = LeadsManager.GetLeadName((int)policy.LeadId);
invoiceAmount = calculateInvoiceAmount(policy);
Label lblInvoiceAmount = e.Row.FindControl("lblInvoiceAmount") as Label;
lblInvoiceAmount.Text = string.Format("{0:N2}", invoiceAmount);
}
}
public void fillForm()
{
Contact primaryContact = null;
string zipCode = null;
if (policyID > 0)
{
CRM.Data.Entities.LeadPolicy policy = LeadPolicyManager.Get(policyID);
if (policy == null)
{
return;
}
ViewState["policyType"] = policy.PolicyType.ToString();
hf_policyID.Value = policy.Id.ToString();
hf_lastStatusID.Value = (policy.LeadStatus ?? 0).ToString();
//cbxAllDocumentUploaded.Checked = policy.isAllDocumentUploaded ?? false;
if (policy.PolicyType != null)
{
ucPolicyType1.SelectedValue = policy.PolicyType.ToString();
}
txtPolicyFormType.Text = policy.PolicyFormType;
txtInsuranceCompanyName.Text = policy.Carrier == null ? policy.InsuranceCompanyName : policy.Carrier.CarrierName;
txtInsuranceAddress.Text = policy.Carrier == null ? policy.InsuranceAddress : policy.Carrier.AddressLine1;
txtInsuranceAddress2.Text = policy.Carrier == null ? "" : policy.Carrier.AddressLine2;
txtInsurancePolicyNumber.Text = policy.PolicyNumber;
if (policy.Carrier != null)
{
txtInsuranceState.Text = policy.Carrier.StateName;
txtInsuranceCity.Text = policy.Carrier.CityMaster != null ? policy.Carrier.CityMaster.CityName : string.Empty;
txtInsuranceZipCode.Text = policy.Carrier.ZipCode;
ddlCarrier.SelectedValue = policy.CarrierID.ToString();
// get primary carrier contact
primaryContact = CarrierContactManager.GetPrimaryContact((int)policy.CarrierID);
if (primaryContact != null)
{
txtPrimaryContactName.Text = primaryContact.fullName;
txtPrimaryContactEmail.Text = primaryContact.Email;
txtPrimaryContactPhone.Text = primaryContact.Phone;
}
}
else
{
zipCode = policy.InsuranceZipCode ?? "";
}
txtInsuranceFaxNumber.Text = policy.FaxNumber;
txtInsurancePhoneNumber.Text = policy.PhoneNumber;
txtEffectiveDate.Value = policy.EffectiveDate;
txtExpirationDate.Value = policy.ExpirationDate;
txtInitialCoverageDate.Value = policy.InitialCoverageDate;
if (policy.AgentID != null)
{
fillAgentDetails((int)policy.AgentID);
}
}
}
public void saveForm()
{
Page.Validate("Policy");
//if (!Page.IsValid)
// return;
CRM.Data.Entities.LeadPolicy policy = null;
lblMessage.Text = string.Empty;
lblMessage.CssClass = string.Empty;
//if (int.TryParse(hf_policyID.Value, out id) && id > 0) {
if (policyID > 0) {
policy = LeadPolicyManager.Get(policyID);
}
else {
// new
policy = new CRM.Data.Entities.LeadPolicy();
policy.LeadId = Core.SessionHelper.getLeadId();
policy.Id = 0;
policy.IsActive = true;
policy.isAllDocumentUploaded = false;
}
if (ucPolicyType1.SelectedValue == "0" || ucPolicyType1.SelectedValue == "")
{
policy.PolicyType = null;
}
else
{
policy.PolicyType = Convert.ToInt32(ucPolicyType1.SelectedValue);
}
// carrier information
if (ddlCarrier.SelectedIndex > 0)
policy.CarrierID = Convert.ToInt32(ddlCarrier.SelectedValue);
else
policy.CarrierID = null;
policy.PolicyNumber = txtInsurancePolicyNumber.Text.Trim();
policy.PolicyFormType = txtPolicyFormType.Text.Trim();
policy.InsuranceCompanyName = txtInsuranceCompanyName.Text;
if (!string.IsNullOrEmpty(txtExpirationDate.Text))
policy.ExpirationDate = txtExpirationDate.Date;
else
policy.ExpirationDate = null;
if (!string.IsNullOrEmpty(txtExpirationDate.Text))
policy.EffectiveDate = txtEffectiveDate.Date;
else
policy.EffectiveDate = null;
if (!string.IsNullOrEmpty(txtInitialCoverageDate.Text))
policy.InitialCoverageDate = txtInitialCoverageDate.Date;
if (ddlAgent.SelectedIndex > 0)
policy.AgentID = Convert.ToInt32(ddlAgent.SelectedValue);
try {
using (TransactionScope scope = new TransactionScope()) {
// save policy id
this.policyID = LeadPolicyManager.Save(policy);
if (HttpContext.Current.Session["Limit"] != null && HttpContext.Current.Session["PolicyLimit"] != null && HttpContext.Current.Session["tblCasulityPolicylimit"] != null && HttpContext.Current.Session["tblAllPolicylimit"] != null)
{
AddLimitPolicy(this.policyID);
CacheBlank();
ShowAddCoverage();
SetAddCoverage(this.policyID);
HideAddCoverageAdd();
}
else
{
propertyLimits.saveLimits(policyID);
//casualtyLimits.saveLimits(policyID);
}
propertySubLimits.saveLimits(policyID);
scope.Complete();
}
// save policy type in viewstate
policyType = ucPolicyType1.SelectedValue;
// save policy id
hf_policyID.Value = policyID.ToString();
// activate other tabs
tabContainerPolicy.Visible = true;
activateLinks();
bindLimits();
bindClaims();
//bindData();
lblMessage.Text = "Policy Information saved successfully.";
lblMessage.CssClass = "ok";
}
catch (Exception ex) {
lblMessage.Text = "Policy Information was not saved.";
lblMessage.CssClass = "error";
Core.EmailHelper.emailError(ex);
}
}
protected void copyPolicy(int sourceLeadID, int targetLeadID)
{
List<CRM.Data.Entities.LeadPolicy> policies = LeadPolicyManager.GetPolicies(sourceLeadID);
if (policies != null && policies.Count > 0)
{
foreach (CRM.Data.Entities.LeadPolicy policy in policies)
{
CRM.Data.Entities.LeadPolicy newPolicy = new CRM.Data.Entities.LeadPolicy();
newPolicy.LeadId = targetLeadID;
newPolicy.AdjusterID = policy.AdjusterID;
newPolicy.CarrierID = policy.CarrierID;
newPolicy.ClaimNumber = policy.ClaimNumber;
newPolicy.FaxNumber = policy.FaxNumber;
newPolicy.InsuranceAddress = policy.InsuranceAddress;
newPolicy.InsuranceCity = policy.InsuranceCity;
newPolicy.InsuranceCompanyName = policy.InsuranceCompanyName;
newPolicy.InsuranceState = policy.InsuranceState;
newPolicy.InsuranceZipCode = policy.InsuranceZipCode;
newPolicy.InsurerFileNo = policy.InsurerFileNo;
newPolicy.IsActive = policy.IsActive;
newPolicy.isAllDocumentUploaded = policy.isAllDocumentUploaded;
newPolicy.LastStatusUpdate = policy.LastStatusUpdate;
newPolicy.LeadStatus = policy.LeadStatus;
newPolicy.LoanNumber = policy.LoanNumber;
newPolicy.LossDate = policy.LossDate;
newPolicy.LossLocation = policy.LossLocation;
newPolicy.MortgageeID = policy.MortgageeID;
newPolicy.PhoneNumber = policy.PhoneNumber;
newPolicy.PolicyNumber = policy.PolicyNumber;
newPolicy.PolicyPeriod = policy.PolicyPeriod;
newPolicy.PolicyType = policy.PolicyType;
newPolicy.SiteInspectionCompleted = policy.SiteInspectionCompleted;
newPolicy.SiteSurveyDate = policy.SiteSurveyDate;
newPolicy.SubStatus = policy.SubStatus;
int newPolicyID = LeadPolicyManager.Save(newPolicy);
//copyCoverages(newPolicyID, policy);
}
}
}
private void saveInvoice()
{
string[] billToValues = null;
int clientID = 0;
int invoiceID = 0;
int InvoiceLineID = 0;
Invoice invoice = null;
CRM.Data.Entities.LeadPolicy policy = null;
InvoiceDetail invoiceDetailLine = null;
InvoiceDetail 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 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 new detail line
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);
// update claim diarycomment
updateClaimDiary(invoice, invoiceDetail);
// complete transaction
scope.Complete();
}
// refresh invoice detail lines
bindInvoiceDetails(invoiceID);
// refresh invoice number on UI
txtInvoiceNumber.Text = (invoice.InvoiceNumber ?? 0).ToString();
clearFields();
showToolbarButtons();
refreshParentWindow();
}
catch (Exception ex) {
lblMessage.Text = "Error while saving invoice.";
lblMessage.CssClass = "error";
Core.EmailHelper.emailError(ex);
}
}
private void processClaimData()
{
Claim claim = null;
CRM.Data.Entities.LeadPolicy policy = null;
Leads lead = null;
DataTable importTable = null;
lblMessage.Text = string.Empty;
lblMessage.CssClass = string.Empty;
// intial phase
try {
// load file for processing
string filepath = Server.MapPath("~//Temp//" + ViewState["fileName"].ToString());
// load csv file into a table
importTable = CSVHelper.ReadCSVFile(filepath);
// get collection of mapped fields
mappedFields = getMappedFields();
}
catch (Exception ex) {
lblMessage.Text = "Initial phase of failed.";
lblMessage.CssClass = "error";
Core.EmailHelper.emailError(ex);
return;
}
// second phase - process each record
using (TransactionScope scope = new TransactionScope()) {
try {
foreach (DataRow dataRow in importTable.Rows)
{
lead = createLead(dataRow);
if (lead == null)
{
continue;
}
policy = createPolicy(lead.LeadId, dataRow);
claim = createClaim(policy.Id, dataRow);
}
scope.Complete();
lblMessage.Text = "Import completed successfully.";
lblMessage.CssClass = "ok";
}
catch (Exception ex) {
lblMessage.Text = "Import not completed successfully.";
lblMessage.CssClass = "error";
Core.EmailHelper.emailError(ex);
}
}
}
private CRM.Data.Entities.LeadPolicy createPolicy(int leadID, DataRow dataRow)
{
CRM.Data.Entities.LeadPolicy policy = null;
string userFieldName = null;
policy = new CRM.Data.Entities.LeadPolicy();
policy.LeadId = leadID;
policy.IsActive = true;
// Policy Number
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Policy Number");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
policy.PolicyNumber = dataRow[userFieldName].ToString().Trim();
// Policy Form
userFieldName = Core.CSVHelper.getUserFieldName(this.mappedFields, "Policy Form");
if (!string.IsNullOrEmpty(userFieldName) && dataRow[userFieldName] != null)
policy.PolicyFormType = dataRow[userFieldName].ToString().Trim();
LeadPolicyManager.Save(policy);
return policy;
}
private void setReminder(int leadID, CRM.Data.Entities.LeadPolicy policy, int masterStatusID)
{
int lastStatusID = 0;
double duration = 0;
LeadTask task = null;
DateTime reminderDate = DateTime.MaxValue;
string sdate = null;
// return if no change in status
int.TryParse(hf_lastStatusID.Value, out lastStatusID);
if (lastStatusID == masterStatusID)
{
return;
}
// get status with reminder duration
StatusMaster statusMaster = StatusManager.GetStatusId(masterStatusID);
// return if master status not loaded properly
if (statusMaster == null)
{
return;
}
// get task associated with policy
task = TasksManager.GetPolicyReminderTask(leadID, policy.Id);
// master status has no reminder
if (statusMaster.ReminderMaster == null)
{
// delete existing reminder
if (task != null)
{
TasksManager.Delete(task.id);
}
}
else
{
if (task == null)
{
// create new reminder as task
task = new LeadTask();
task.lead_id = leadID;
task.lead_policy_id = policy.Id;
task.policy_type = policy.PolicyType;
}
if (SessionHelper.getClientId() > 0)
{
task.creator_id = SessionHelper.getClientId();
}
// update existing reminder
task.master_status_id = masterStatusID;
sdate = DateTime.Now.ToShortDateString() + " 5:00:00 AM";
DateTime.TryParse(sdate, out reminderDate);
// get duration from status reminder
if (statusMaster.ReminderMaster != null)
{
duration = (double)(statusMaster.ReminderMaster.Duration ?? 0);
}
if ((int)statusMaster.ReminderMaster.DurationType == 1)
{
task.start_date = reminderDate.AddHours(duration);
}
else
{
task.start_date = reminderDate.AddDays(duration);
}
task.end_date = task.start_date;
task.status_id = 1;
task.text = "Alert";
task.isAllDay = true;
task.details = statusMaster.StatusName; // +"<div>Ins. Co: " + policy.InsuranceCompanyName + "</div><div>Pol: " + policy.PolicyNumber + "</div>";
task.owner_id = SessionHelper.getUserId();
TasksManager.Save(task);
}
// refresh tasks on parent page
if (statusChanged != null)
{
statusChanged(this, null);
}
}
private decimal calculateInvoiceAmount(CRM.Data.Entities.LeadPolicy policy)
{
string[] applicableStates = null;
string claimState = null;
CRM.Data.Entities.CarrierInvoiceProfile profile = null;
decimal invoiceAmount = 0;
decimal netClaimPayable = 0;
int profileID = Convert.ToInt32(ddlInvoiceProfile.SelectedValue);
profile = CarrierInvoiceProfileManager.GetProfileForInvoicing(profileID, policy.ClaimDesignationID);
if (profile != null)
{
// check applicable state
if (!string.IsNullOrEmpty(profile.CoverageArea))
{
applicableStates = profile.CoverageArea.Split(new char[] { ',' });
if (policy.Leads != null && policy.Leads.StateId != null && !applicableStates.Contains("all"))
{
claimState = policy.Leads.StateId.ToString();
if (!applicableStates.Contains(claimState))
{
return(0);
}
}
}
// determine which amount to use as base to calculate invoice amount
if (profile.InvoiceType != null && profile.InvoiceType == 1)
{
netClaimPayable = (decimal)policy.NetClaimPayable;
}
else if (profile.InvoiceType != null && profile.InvoiceType == 2)
{
netClaimPayable = (decimal)policy.GrossLossPayable;
}
// apply schedule fee
if (profile != null && profile.CarrierInvoiceProfileFeeSchedule != null && profile.CarrierInvoiceProfileFeeSchedule.Count() > 0)
{
foreach (CarrierInvoiceProfileFeeSchedule schedule in profile.CarrierInvoiceProfileFeeSchedule)
{
if (netClaimPayable >= schedule.RangeAmountFrom && netClaimPayable <= schedule.RangeAmountTo)
{
if (schedule.FlatFee > 0)
{
invoiceAmount = schedule.FlatFee;
}
else if (schedule.MinimumFee > 0)
{
invoiceAmount = schedule.MinimumFee;
}
else if (schedule.PercentFee > 0)
{
invoiceAmount = netClaimPayable * schedule.PercentFee;
}
}
}
}
// apply pricing provisions
if (profile != null && profile.CarrierInvoiceProfileFeeProvision != null && profile.CarrierInvoiceProfileFeeProvision.Count() > 0)
{
foreach (CarrierInvoiceProfileFeeProvision feeProvision in profile.CarrierInvoiceProfileFeeProvision)
{
if (feeProvision.ProvisionAmount > 0)
{
invoiceAmount += feeProvision.ProvisionAmount;
}
}
}
}
return(invoiceAmount);
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
string assignmentInstructions = null;
Carrier carrier = null;
bool isSuccess = true;
Leads lead = null;
string lossPerilDescription = null;
CRM.Data.Entities.LeadPolicy policy = collectPolicyDataFromUI();
int policyID = 0;
lblMessage.Text = string.Empty;
using (TransactionScope scope = new TransactionScope()) {
try {
// save lead/claim
lead = saveLead();
// save carrier
carrier = saveCarrier();
// save carrier contact
saveContact(carrier.CarrierID);
// save policy
policy.LeadId = lead.LeadId;
if (carrier != null)
{
policy.CarrierID = carrier.CarrierID;
}
policyID = LeadPolicyManager.Save(policy);
//saveCoverages(policyID);
// save assingment instructions in comments
if (!string.IsNullOrEmpty(txtAssignmentInstructions.Text))
{
assignmentInstructions = "<div><b>Assignment Instructions</b></div><div>" + this.txtAssignmentInstructions.Text.Trim() + "</div>";
saveComments(assignmentInstructions, (int)policy.PolicyType, lead.LeadId);
}
// save loss Peril Description in comments
if (!string.IsNullOrEmpty(this.txtLossPerilDescription.Text))
{
lossPerilDescription = "<div><b>Loss/Peril Description</b></div><div>" + this.txtLossPerilDescription.Text.Trim() + "</div>";
saveComments(lossPerilDescription, (int)policy.PolicyType, lead.LeadId);
}
// save final comments
saveComments(txtComments.Text.Trim(), (int)policy.PolicyType, lead.LeadId);
uploadFile(fileUpload1, lead.LeadId, txtfileUpload1.Text);
uploadFile(fileUpload2, lead.LeadId, txtfileUpload2.Text);
uploadFile(fileUpload3, lead.LeadId, txtfileUpload3.Text);
uploadFile(fileUpload4, lead.LeadId, txtfileUpload4.Text);
uploadFile(fileUpload5, lead.LeadId, txtfileUpload5.Text);
// complete transaction and alert user
scope.Complete();
//lblMessage.Text = "Data has been submitted successfully.";
//lblMessage.CssClass = "ok";
isSuccess = true;
}
catch (Exception ex) {
lblMessage.Text = "Unable to submit data due to error.";
lblMessage.CssClass = "error";
isSuccess = false;
}
// reload page
if (isSuccess)
{
Response.Redirect("~/Protected/Intake/form.aspx");
}
}
}
protected void btnAgentNewSave_Click(object sender, EventArgs e)
{
CRM.Data.Entities.LeadPolicy policy = null;
Contact contact = null;
contact = new Contact();
contact.ClientID = SessionHelper.getClientId();
contact.IsActive = true;
contact.Address1 = txtAgentAddress1.Text;
contact.Address2 = txtAgentAddress2.Text;
contact.CategoryID = (int)Globals.ContactType.Agent;
contact.CompanyName = txtAgentEntityName.Text;
contact.ContactName = txtAgentFirstName.Text + " " + txtAgentLastName.Text;
contact.Email = txtAgentEmail.Text;
contact.Fax = txtAgentFax.Text;
contact.FirstName = txtAgentFirstName.Text;
contact.LastName = txtAgentLastName.Text;
contact.Phone = txtAgentPhoneNumber.Text;
if (ddlState.SelectedIndex > 0)
{
contact.StateID = Convert.ToInt32(ddlState.SelectedValue);
}
if (ddlCity.SelectedIndex > 0)
{
contact.CityID = Convert.ToInt32(ddlCity.SelectedValue);
}
if (ddlAgentZip.SelectedIndex > 0)
{
contact.ZipCodeID = Convert.ToInt32(ddlAgentZip.SelectedValue);
}
try {
using (TransactionScope scope = new TransactionScope()) {
contact = ContactManager.Save(contact);
policy = LeadPolicyManager.Get(this.policyID);
policy.AgentID = contact.ContactID;
LeadPolicyManager.Save(policy);
scope.Complete();
}
showInputFields(false);
showLabelField(true);
bindAgents();
ddlAgent.SelectedValue = contact.ContactID.ToString();
fillAgentDetails(contact.ContactID);
}
catch (Exception ex) {
Core.EmailHelper.emailError(ex);
}
}
protected void UploadTemplate2()
{
// original format designed by Vivek
lblSave.Text = string.Empty;
lblSave.Visible = false;
lblError.Text = string.Empty;
lblError.Visible = false;
lblMessage.Text = string.Empty;
lblMessage.Visible = false;
// 2013-02-09 tortega -- Added data validation prior to import. File is not aborted in the event of incorrect data.
string str = null;
int fileLineNumber = 0;
int clientID = Core.SessionHelper.getClientId();
// assume homeowner
int policyType = 1;
DateTime DateSubmitted = DateTime.Now;
DateTime ContractDate = DateTime.Now;
string columnValue = null;
Mortgagee mortgagee = null;
StatusMaster statusMaster = null;
string statusName = null;
try {
if (FileUpload1.HasFile) {
string ext = System.IO.Path.GetExtension(FileUpload1.PostedFile.FileName);
string ActualFileName = FileUpload1.PostedFile.FileName.Substring(FileUpload1.PostedFile.FileName.LastIndexOf(@"\") + 1);
string FileNameWithoutExt = ActualFileName.Replace(ext, "");
if (ext == ".csv") {
if (!Directory.Exists(Server.MapPath("~//CSVLoad//"))) {
Directory.CreateDirectory(Server.MapPath("~//CSVLoad//"));
}
FileUpload1.SaveAs(Server.MapPath("~//CSVLoad//" + FileUpload1.FileName));
DataTable table = CSVReader.ReadCSVFile(Server.MapPath("~//CSVLoad//" + FileUpload1.FileName), true);
using (TransactionScope scope = new TransactionScope()) {
Leads objLead = null;
for (int i = 0; i < table.Rows.Count; i++) {
fileLineNumber = i;
objLead = new Leads();
//objLead.LeadStatus = 1; // active
objLead.OriginalLeadDate = DateTime.Now;
objLead.TypeOfProperty = 18; //residential
objLead.UserId = Convert.ToInt32(Session["UserId"]);
try {
if (columnExists(table, "Create Date") && table.Rows[i]["Create Date"] != string.Empty) {
DateTime.TryParse(table.Rows[i]["Create Date"].ToString(), out DateSubmitted);
objLead.DateSubmitted = DateSubmitted;
objLead.OriginalLeadDate = DateSubmitted;
}
if (columnExists(table, "Last Name") && table.Rows[i]["Last Name"] != string.Empty) {
str = table.Rows[i]["Last Name"].ToString();
if (str.Length > 50) {
objLead.ClaimantLastName = str.Substring(0, 50);
objLead.OwnerLastName = objLead.ClaimantLastName;
}
else {
objLead.ClaimantLastName = str;
objLead.OwnerLastName = str;
}
}
if (columnExists(table, "First Name") && table.Rows[i]["First Name"] != string.Empty) {
str = table.Rows[i]["First Name"].ToString();
if (str.Length > 50) {
objLead.ClaimantFirstName = str.Substring(0, 50);
objLead.OwnerFirstName = objLead.ClaimantFirstName;
}
else {
objLead.ClaimantFirstName = str;
objLead.OwnerFirstName = str;
}
}
if (columnExists(table, "Middle Name") && table.Rows[i]["Middle Name"] != string.Empty) {
str = table.Rows[i]["Middle Name"].ToString();
if (str.Length > 50) {
objLead.ClaimantMiddleName = str.Substring(0, 50);
}
else {
objLead.ClaimantMiddleName = str;
}
}
if (columnExists(table, "E-mail") && table.Rows[i]["E-mail"] != string.Empty) {
str = table.Rows[i]["E-mail"].ToString();
if (str.Length > 100)
objLead.EmailAddress = str.Substring(0, 100);
else
objLead.EmailAddress = str;
}
if (columnExists(table, "Personal E-mail") && table.Rows[i]["Personal E-mail"] != string.Empty) {
str = table.Rows[i]["Personal E-mail"].ToString();
if (str.Length > 100)
objLead.SecondaryEmail = str.Substring(0, 100);
else
objLead.SecondaryEmail = str;
}
if (columnExists(table, "Mobile Phone") && table.Rows[i]["Mobile Phone"] != string.Empty) {
str = table.Rows[i]["Mobile Phone"].ToString();
if (str.Length > 20)
objLead.SecondaryPhone = str.Substring(0, 20);
else
objLead.SecondaryPhone = str;
}
if (columnExists(table, "Salutation") && table.Rows[i]["Salutation"] != string.Empty) {
str = table.Rows[i]["Salutation"].ToString();
if (str.Length > 50)
objLead.Salutation = str.Substring(0, 20);
else
objLead.Salutation = str;
}
}
catch (Exception ex) {
lblError.Text = "There Is a problem in data save !!!";
lblError.Visible = true;
Core.EmailHelper.emailError(ex);
throw new Exception(ex.Message);
}
string adjusterName = null;
int? adjusterID = null;
AdjusterMaster adjuster = null;
if (columnExists(table, "Adjuster Name") && table.Rows[i]["Adjuster Name"] != string.Empty)
adjusterName = table.Rows[i]["Adjuster Name"].ToString();
string adjusterEmail = null;
string adjusterFax = null;
string AdjusterPhone = null;
string AdjusterCo = null;
string AdjusterAddress = null;
if (columnExists(table, "Adjuster Email") && table.Rows[i]["Adjuster Email"] != string.Empty)
adjusterEmail = table.Rows[i]["Adjuster Email"].ToString();
if (columnExists(table, "Adjuster Fax") && table.Rows[i]["Adjuster Fax"] != string.Empty)
adjusterFax = table.Rows[i]["Adjuster Fax"].ToString();
if (columnExists(table, "Adjuster Phone") && table.Rows[i]["Adjuster Phone"] != string.Empty)
AdjusterPhone = table.Rows[i]["Adjuster Phone"].ToString();
if (columnExists(table, "Adjuster Co") && table.Rows[i]["Adjuster Co"] != string.Empty)
AdjusterCo = table.Rows[i]["Adjuster Co"].ToString();
if (columnExists(table, "Adj Address") && table.Rows[i]["Adj Address"] != string.Empty)
AdjusterAddress = table.Rows[i]["Adj Address"].ToString();
if (!string.IsNullOrEmpty(adjusterName)) {
adjuster = AdjusterManager.GetByAdjusterName(adjusterName.Trim());
if (adjuster.AdjusterId == 0) {
// add adjuster
adjuster = new AdjusterMaster();
adjuster.Status = true;
adjuster.AdjusterName = adjusterName.Trim();
adjuster.ClientId = clientID;
adjuster.InsertBy = objLead.UserId;
adjuster.InsertDate = DateTime.Now;
adjuster.isEmailNotification = true;
adjuster.email = adjusterEmail;
adjuster.Address1 = AdjusterAddress;
adjuster.PhoneNumber = AdjusterPhone;
adjuster.FaxNumber = adjusterFax;
adjuster.CompanyName = AdjusterCo;
adjuster = AdjusterManager.Save(adjuster);
}
adjusterID = adjuster.AdjusterId;
}
if (columnExists(table, "ExaminerName") && table.Rows[i]["ExaminerName"] != string.Empty) {
InspectorMaster inspector = InspectorManager.GetByName(table.Rows[i]["ExaminerName"].ToString());
if (inspector.InspectorId > 0) {
objLead.InspectorName = inspector.InspectorId;
}
}
//if (columnExists(table, "Loss Location") && table.Rows[i]["Loss Location"] != string.Empty)
// objLead.LossLocation = table.Rows[i]["Loss Location"].ToString();
//if (columnExists(table, "Date of Loss") && table.Rows[i]["Date of Loss"] != string.Empty) {
// DateTime lossDate = DateTime.MinValue;
// if (DateTime.TryParse(table.Rows[i]["Date of Loss"].ToString(), out lossDate))
// objLead.LossDate = lossDate;
//}
if (columnExists(table, "Contract Signed Date") && table.Rows[i]["Contract Signed Date"] != string.Empty)
objLead.ContractDate = Convert.ToDateTime(table.Rows[i]["Contract Signed Date"].ToString());
if (columnExists(table, "Address 1") && table.Rows[i]["Address 1"] != string.Empty) {
str = table.Rows[i]["Address 1"].ToString();
if (str.Length > 100)
objLead.MailingAddress = str.Substring(0, 99);
else
objLead.LossAddress = str.ToString();
}
try {
if (columnExists(table, "City") && table.Rows[i]["City"] != string.Empty)
objLead.MailingCity = table.Rows[i]["City"].ToString();
if (columnExists(table, "State") && table.Rows[i]["State"] != string.Empty)
objLead.MailingState = table.Rows[i]["State"].ToString();
if (columnExists(table, "ZIP Code") && table.Rows[i]["ZIP Code"] != string.Empty)
objLead.MailingZip = table.Rows[i]["ZIP Code"].ToString();
if (columnExists(table, "Business Name") && table.Rows[i]["Business Name"] != string.Empty)
objLead.BusinessName = table.Rows[i]["Business Name"].ToString();
if (columnExists(table, "Adjuster Name") && table.Rows[i]["Adjuster Name"] != string.Empty)
adjusterName = table.Rows[i]["Adjuster Name"].ToString();
if (columnExists(table, "Phone") && table.Rows[i]["Phone"] != string.Empty) {
str = table.Rows[i]["Phone"].ToString();
if (str.Length > 20)
objLead.PhoneNumber = str.Substring(0, 20);
else
objLead.PhoneNumber = str.ToString();
}
if (columnExists(table, "Loss Address") && table.Rows[i]["Loss Address"] != string.Empty) {
str = table.Rows[i]["Loss Address"].ToString();
if (str.Length > 100)
objLead.LossAddress = str.Substring(0, 99);
else
objLead.LossAddress = str.ToString();
}
if (columnExists(table, "Loss City") && table.Rows[i]["Loss City"] != string.Empty)
objLead.CityName = table.Rows[i]["Loss City"].ToString();
if (columnExists(table, "Loss State") && table.Rows[i]["Loss State"] != string.Empty)
objLead.StateName = table.Rows[i]["Loss State"].ToString();
if (columnExists(table, "Loss Zip Code") && table.Rows[i]["Loss Zip Code"] != string.Empty) {
str = table.Rows[i]["Loss Zip Code"].ToString();
if (str.Length < 5)
str = "0" + str;
objLead.Zip = str;
}
if (columnExists(table, "Fax") && table.Rows[i]["Fax"] != string.Empty) {
str = table.Rows[i]["Fax"].ToString();
if (str.Length > 20)
objLead.SecondaryPhone = str.Substring(0, 20);
else
objLead.SecondaryPhone = str.ToString();
}
if (columnExists(table, "File Status") && table.Rows[i]["File Status"] != string.Empty) {
statusName = table.Rows[i]["File Status"].ToString();
statusMaster = StatusManager.GetByStatusName(statusName);
if (statusMaster.StatusId == 0) {
statusMaster = new StatusMaster();
statusMaster.clientID = clientID;
statusMaster.InsertBy = objLead.UserId;
statusMaster.InsertDate = DateTime.Now;
statusMaster.isCountable = true;
statusMaster.Status = true;
statusMaster.StatusName = statusName;
statusMaster = StatusManager.Save(statusMaster);
}
}
}
catch (Exception ex) {
lblError.Text = "There Is a problem in data save !!!";
lblError.Visible = true;
Core.EmailHelper.emailError(ex);
throw new Exception(ex.Message);
}
if (columnExists(table, "Peril") && !string.IsNullOrEmpty(table.Rows[i]["Peril"].ToString())) {
var id = TypeofDamageManager.getbyTypeOfDamage(table.Rows[i]["Peril"].ToString());
if (id.TypeOfDamageId > 0)
objLead.TypeOfDamage = id.TypeOfDamageId.ToString() + ",";
//string dmgid = string.Empty;
//string[] dmg = table.Rows[i]["Type of Damage"].ToString().Split(',');
//for (int d = 0; d < dmg.Length; d++) {
// string dmgtext = dmg[d];
// var dmgdata = TypeofDamageManager.getbyTypeOfDamage(dmgtext);
// if (dmgdata != null && dmgdata.TypeOfDamage != null && dmgdata.TypeOfDamage.ToString() != string.Empty) {
// dmgid += dmgdata.TypeOfDamageId + ",";
// }
// else {
// TypeOfDamageMaster objdmg = new TypeOfDamageMaster();
// objdmg.TypeOfDamage = dmgtext.Length > 100 ? dmgtext.Substring(0, 100) : dmgtext;
// objdmg.Status = true;
// TypeOfDamageMaster sv = TypeofDamageManager.Save(objdmg);
// dmgid += sv.TypeOfDamageId + ",";
// }
//}
//objLead.TypeOfDamage = dmgid;
str = table.Rows[i]["Peril"].ToString();
if (str.Length > 250)
objLead.TypeofDamageText = str.Substring(0, 250).Replace("/", ",");
else
objLead.TypeofDamageText = str.Replace("/", ",");
}
objLead.Status = 1;
// 2013-08-29 tortega
if (clientID > 0)
objLead.ClientID = clientID;
Leads newLead = LeadsManager.Save(objLead);
int policyTypeID = 1;
if (newLead != null) {
// add policy
CRM.Data.Entities.LeadPolicy policy = new CRM.Data.Entities.LeadPolicy();
if (columnExists(table, "PolicyType") && table.Rows[i]["PolicyType"] != string.Empty) {
policyTypeID = getPolicyType(table.Rows[i]["PolicyType"].ToString());
}
policy.PolicyType = policyTypeID;
policy.LeadId = newLead.LeadId;
policy.IsActive = true;
policy.isAllDocumentUploaded = false;
if (adjusterID != null)
policy.AdjusterID = adjusterID;
if (columnExists(table, "LoanID") && table.Rows[i]["LoanID"] != string.Empty) {
str = table.Rows[i]["LoanID"].ToString();
if (str.Length > 50)
policy.LoanNumber = str.Substring(0, 50);
else
policy.LoanNumber = str;
}
if (columnExists(table, "DateOfEvaluation") && table.Rows[i]["DateOfEvaluation"] != string.Empty) {
DateTime SiteSurveyDate = DateTime.MinValue;
if (DateTime.TryParse(table.Rows[i]["DateOfEvaluation"].ToString(), out SiteSurveyDate))
policy.SiteSurveyDate = SiteSurveyDate;
}
if (columnExists(table, "Mortgagee") && table.Rows[i]["Mortgagee"] != string.Empty) {
int id = getMortgageeID(table.Rows[i]["Mortgagee"].ToString(), clientID);
if (id > 0)
policy.MortgageeID = id;
else {
mortgagee = new Mortgagee();
mortgagee.ClientID = clientID;
mortgagee.Status = true;
mortgagee.MortageeName = table.Rows[i]["Mortgagee"].ToString();
mortgagee = MortgageeManager.Save(mortgagee);
if (mortgagee.MortgageeID > 0)
policy.MortgageeID = mortgagee.MortgageeID;
}
}
if (columnExists(table, "Loss Location") && table.Rows[i]["Loss Location"] != string.Empty)
policy.LossLocation = table.Rows[i]["Loss Location"].ToString();
if (columnExists(table, "Date of Loss") && table.Rows[i]["Date of Loss"] != string.Empty) {
DateTime lossDate = DateTime.MinValue;
if (DateTime.TryParse(table.Rows[i]["Date of Loss"].ToString(), out lossDate))
policy.LossDate = lossDate;
}
if (columnExists(table, "Policy Period") && table.Rows[i]["Policy Period"] != string.Empty)
policy.PolicyPeriod = table.Rows[i]["Policy Period"].ToString();
string PolicyExpirationDate = null;
if (columnExists(table, "PolicyExpirationDate") && table.Rows[i]["PolicyExpirationDate"] != string.Empty)
PolicyExpirationDate = table.Rows[i]["PolicyExpirationDate"].ToString();
string effectiveDate = null;
if (columnExists(table, "PolicyEffectiveDate") && table.Rows[i]["PolicyEffectiveDate"] != string.Empty)
effectiveDate = table.Rows[i]["PolicyEffectiveDate"].ToString();
str = string.Format("{0} - {1}", effectiveDate ?? "N/A", PolicyExpirationDate ?? "N/A");
if (str.Length > 50)
policy.PolicyPeriod = str.Substring(0, 50);
else
policy.PolicyPeriod = str;
if (columnExists(table, "Claim Number") && table.Rows[i]["Claim Number"] != string.Empty) {
str = table.Rows[i]["Claim Number"].ToString();
if (str.Length > 50)
policy.ClaimNumber = str.Substring(0, 50);
else
policy.ClaimNumber = str;
}
if (columnExists(table, "Policy Number") && table.Rows[i]["Policy Number"] != string.Empty) {
str = table.Rows[i]["Policy Number"].ToString();
if (str.Length > 100)
policy.PolicyNumber = str.Substring(0, 100);
else
policy.PolicyNumber = str;
}
if (columnExists(table, "File Number") && table.Rows[i]["File Number"] != string.Empty) {
str = table.Rows[i]["File Number"].ToString();
if (str.Length > 20)
policy.InsurerFileNo = str.Substring(0, 20);
else
policy.InsurerFileNo = str;
}
if (statusMaster != null)
policy.LeadStatus = statusMaster.StatusId;
if (columnExists(table, "Ins Carrier") && table.Rows[i]["Ins Carrier"] != string.Empty) {
str = table.Rows[i]["Ins Carrier"].ToString();
if (str.Length > 50)
policy.InsuranceCompanyName = str.Substring(0, 50);
else
policy.InsuranceCompanyName = str;
}
if (columnExists(table, "Ins Co Address") && table.Rows[i]["Ins Co Address"] != string.Empty) {
str = table.Rows[i]["Ins Co Address"].ToString();
if (str.Length > 50)
policy.InsuranceAddress = str.Substring(0, 50);
else
policy.InsuranceAddress = str;
}
if (columnExists(table, "Ins Co City") && table.Rows[i]["Ins Co City"] != string.Empty) {
string cityName = table.Rows[i]["Ins Co City"].ToString();
CityMaster cityMaster = City.GetByCityName(cityName);
if (cityMaster != null && cityMaster.CityId > 0)
policy.InsuranceCity = cityMaster.CityId;
}
if (columnExists(table, "Ins Co State") && table.Rows[i]["Ins Co State"] != string.Empty) {
string stateName = table.Rows[i]["Ins Co State"].ToString();
StateMaster stateMaster = State.Getstateid(stateName);
if (stateMaster != null && stateMaster.StateId > 0)
policy.InsuranceState = stateMaster.StateId;
}
if (columnExists(table, "Ins Co Zip") && table.Rows[i]["Ins Co Zip"] != string.Empty) {
string zipCode = table.Rows[i]["Ins Co Zip"].ToString();
ZipCodeMaster zipMaster = ZipCode.GetByZipCode(zipCode);
if (zipMaster != null && zipMaster.ZipCodeID > 0)
policy.InsuranceZipCode = zipMaster.ZipCodeID.ToString();
}
LeadPolicyManager.Save(policy);
// add policy comments
if (columnExists(table, "Notes") && table.Rows[i]["Notes"] != string.Empty) {
char[] splitTokens = { '\n' };
string[] lines = table.Rows[i]["Notes"].ToString().Split(splitTokens, StringSplitOptions.RemoveEmptyEntries);
if (lines != null && lines.Length > 0)
foreach (string line in lines) {
string[] datetimeValues = line.Split(new char[] { ' ' });
if (datetimeValues.Length > 3) {
string datetime = string.Format("{0} {1} {2}", datetimeValues[0] ?? "", datetimeValues[1] ?? "", datetimeValues[2] ?? "");
DateTime commentInsertDate = DateTime.Now;
if (DateTime.TryParse(datetime, out commentInsertDate))
AddComments(newLead.LeadId, policyTypeID, line, commentInsertDate);
else
AddComments(newLead.LeadId, policyTypeID, line);
}
else
AddComments(newLead.LeadId, policyTypeID, line);
}
//AddComments(newLead.LeadId, policyTypeID, table.Rows[i]["Notes"].ToString().Replace("\n","<br/>");
}
if (columnExists(table, "Certified Mail Number") && table.Rows[i]["Certified Mail Number"] != string.Empty)
AddComments(newLead.LeadId, policyTypeID, "Certified Mail Number: " + table.Rows[i]["Certified Mail Number"].ToString());
//if (columnExists(table, "Contract Signed Date") && table.Rows[i]["Contract Signed Date"] != string.Empty)
// AddComments(newLead.LeadId, policyTypeID, "Contract Signed Date: " + table.Rows[i]["Contract Signed Date"].ToString());
if (columnExists(table, "Last E-mail") && table.Rows[i]["Last E-mail"] != string.Empty)
AddComments(newLead.LeadId, policyTypeID, "Last E-mail Date: " + table.Rows[i]["Last E-mail"].ToString());
if (columnExists(table, "Last Meeting") && table.Rows[i]["Last Meeting"] != string.Empty)
AddComments(newLead.LeadId, policyTypeID, "Last Meeting Date: " + table.Rows[i]["Last Meeting"].ToString());
if (columnExists(table, "Letter Date") && table.Rows[i]["Letter Date"] != string.Empty)
AddComments(newLead.LeadId, policyTypeID, "Letter Date: " + table.Rows[i]["Letter Date"].ToString());
}
} //for (int i = 0; i < table.Rows.Count; i++) {
scope.Complete();
}
string rootFolderPath = Server.MapPath("~//CSVLoad//");
string filesToDelete = FileUpload1.FileName;
string[] fileList = System.IO.Directory.GetFiles(rootFolderPath, filesToDelete);
foreach (string file in fileList) {
System.IO.File.Delete(file);
}
lblSave.Text = "Data Saved Successfully !!!";
lblSave.Visible = true;
}
}
}
catch (Exception ex) {
lblError.Text = "There Is a problem in data save !!!";
lblError.Visible = true;
}
}
protected void UploadTemplate1()
{
// original format designed by Vivek
int adjusterID = 0;
lblSave.Text = string.Empty;
lblSave.Visible = false;
lblError.Text = string.Empty;
lblError.Visible = false;
lblMessage.Text = string.Empty;
lblMessage.Visible = false;
// 2013-02-09 tortega -- Added data validation prior to import. File is not aborted in the event of incorrect data.
string str = null;
int clientID = Core.SessionHelper.getClientId();
// assume homeowner
int policyType = 1;
DateTime DateSubmitted = DateTime.Now;
try {
if (FileUpload1.HasFile) {
string ext = System.IO.Path.GetExtension(FileUpload1.PostedFile.FileName);
string ActualFileName = FileUpload1.PostedFile.FileName.Substring(FileUpload1.PostedFile.FileName.LastIndexOf(@"\") + 1);
string FileNameWithoutExt = ActualFileName.Replace(ext, "");
if (ext == ".csv") {
if (!Directory.Exists(Server.MapPath("~//CSVLoad//"))) {
Directory.CreateDirectory(Server.MapPath("~//CSVLoad//"));
}
FileUpload1.SaveAs(Server.MapPath("~//CSVLoad//" + FileUpload1.FileName));
DataTable table = CSVReader.ReadCSVFile(Server.MapPath("~//CSVLoad//" + FileUpload1.FileName), true);
using (TransactionScope scope = new TransactionScope()) {
Leads objLead = null;
for (int i = 0; i < table.Rows.Count; i++) {
objLead = new Leads();
objLead.OriginalLeadDate = DateTime.Now;
objLead.UserId = Convert.ToInt32(Session["UserId"]);
if (table.Rows[i]["DateSubmitted"] != string.Empty) {
DateTime.TryParse(table.Rows[i]["DateSubmitted"].ToString(), out DateSubmitted);
objLead.DateSubmitted = DateSubmitted;
}
str = table.Rows[i]["LFUUID"].ToString();
if (str.Length > 50)
objLead.LFUUID = table.Rows[i]["LFUUID"].ToString().Substring(0, 50);
else
objLead.LFUUID = table.Rows[i]["LFUUID"].ToString();
if (table.Rows[i]["Original Lead Date"] != string.Empty) {
objLead.OriginalLeadDate = Convert.ToDateTime(table.Rows[i]["Original Lead Date"]);
}
if (table.Rows[i]["Last Name"] != string.Empty) {
str = table.Rows[i]["Last Name"].ToString();
if (str.Length > 50)
objLead.ClaimantLastName = table.Rows[i]["Last Name"].ToString().Substring(0, 50);
else
objLead.ClaimantLastName = table.Rows[i]["Last Name"].ToString();
}
if (table.Rows[i]["First Name"] != string.Empty) {
str = table.Rows[i]["First Name"].ToString();
if (str.Length > 50)
objLead.ClaimantFirstName = table.Rows[i]["First Name"].ToString().Substring(0, 50);
else
objLead.ClaimantFirstName = table.Rows[i]["First Name"].ToString();
}
if (table.Rows[i]["Email Address"] != string.Empty) {
str = table.Rows[i]["Email Address"].ToString();
if (str.Length > 100)
objLead.EmailAddress = str.Substring(0, 100);
else
objLead.EmailAddress = str;
}
if (table.Rows[i]["Secondary Email"] != string.Empty) {
str = table.Rows[i]["Secondary Email"].ToString();
if (str.Length > 100)
objLead.SecondaryEmail = str.Substring(0, 100);
else
objLead.SecondaryEmail = str;
}
if (table.Rows[i]["Adjuster"] != string.Empty) {
string adjusterName = table.Rows[i]["Adjuster"].ToString();
AdjusterMaster adjuster = null;
if (!string.IsNullOrEmpty(adjusterName)) {
adjuster = AdjusterManager.GetByAdjusterName(adjusterName.Trim());
if (adjuster.AdjusterId == 0) {
// add adjuster
adjuster = new AdjusterMaster();
adjuster.Status = true;
adjuster.AdjusterName = adjusterName.Trim();
adjuster.ClientId = clientID;
adjuster.InsertBy = objLead.UserId;
adjuster.InsertDate = DateTime.Now;
adjuster.isEmailNotification = true;
adjuster = AdjusterManager.Save(adjuster);
}
adjusterID = adjuster.AdjusterId;
}
}
if (table.Rows[i]["Lead Source"] != string.Empty) {
string sourceName = table.Rows[i]["Lead Source"].ToString();
var id = LeadSourceManager.GetByLeadSourceName(sourceName);
if (id.LeadSourceId > 0)
objLead.LeadSource = id.LeadSourceId;
else {
// add source
LeadSourceMaster leadSource = new LeadSourceMaster();
if (clientID > 0)
leadSource.ClientId = clientID;
leadSource.InsertBy = Core.SessionHelper.getUserId();
leadSource.InsertDate = DateTime.Now;
leadSource.LeadSourceName = sourceName.Length > 100 ? sourceName.Substring(0, 100) : sourceName;
leadSource.Status = true;
LeadSourceMaster newLeadSource = LeadSourceManager.Save(leadSource);
objLead.LeadSource = newLeadSource.LeadSourceId;
}
}
if (table.Rows[i]["Primary Producer"] != string.Empty) {
var id = ProducerManager.GetByProducerName(table.Rows[i]["Primary Producer"].ToString());
if (id != null && id.ProducerId > 0)
objLead.PrimaryProducerId = id.ProducerId;
else {
ProducerMaster producer = AddProducer(objLead, table.Rows[i]["Primary Producer"].ToString());
objLead.PrimaryProducerId = producer.ProducerId;
}
}
if (table.Rows[i]["Secondary Producer"] != string.Empty) {
var id = SecondaryProducerManager.GetBySecondaryProducerName(table.Rows[i]["Secondary Producer"].ToString());
if (id != null && id.SecondaryProduceId > 0)
objLead.SecondaryProducerId = id.SecondaryProduceId;
else {
ProducerMaster producer = AddProducer(objLead, table.Rows[i]["Secondary Producer"].ToString());
objLead.SecondaryProducerId = producer.ProducerId;
}
}
if (table.Rows[i]["Inspector Name"] != string.Empty) {
var id = InspectorManager.GetByName(table.Rows[i]["Inspector Name"].ToString());
if (id != null && id.InspectorId > 0)
objLead.InspectorName = id.InspectorId;
else {
InspectorMaster inspector = AddInspector(objLead, table.Rows[i]["Inspector Name"].ToString());
objLead.InspectorName = inspector.InspectorId;
}
}
if (table.Rows[i]["Inspector Cell"] != string.Empty) {
str = table.Rows[i]["Inspector Cell"].ToString();
if (str.Length > 20)
str = objLead.InspectorCell = table.Rows[i]["Inspector Cell"].ToString().Substring(0, 20);
else
objLead.InspectorCell = table.Rows[i]["Inspector Cell"].ToString();
}
if (table.Rows[i]["Inspector Email"] != string.Empty) {
str = table.Rows[i]["Inspector Email"].ToString(); ;
if (str.Length > 100)
objLead.InspectorEmail = table.Rows[i]["Inspector Email"].ToString().Substring(0, 100);
else
objLead.InspectorEmail = table.Rows[i]["Inspector Email"].ToString();
}
if (table.Rows[i]["Phone Number"] != string.Empty) {
str = table.Rows[i]["Phone Number"].ToString();
if (str.Length > 20)
objLead.PhoneNumber = table.Rows[i]["Phone Number"].ToString().Substring(0, 20);
else
objLead.PhoneNumber = table.Rows[i]["Phone Number"].ToString();
}
if (table.Rows[i]["Secondary Phone"] != string.Empty) {
str = table.Rows[i]["Secondary Phone"].ToString();
if (str.Length > 20)
objLead.SecondaryPhone = str.Substring(0, 20);
else
objLead.SecondaryPhone = str;
}
//if (table.Rows[i]["Webform Source"] != string.Empty) {
// //objLead.WebformSource = table.Rows[i]["Webform Source"].ToString();
// var id = WebFormSourceManager.GetByName(table.Rows[i]["Webform Source"].ToString());
// if (id != null && id.WebformSourceId > 0)
// objLead.WebformSource = id.WebformSourceId;
//}
if (!string.IsNullOrEmpty(table.Rows[i]["Type of Damage"].ToString())) {
//objLead.TypeOfDamage = table.Rows[i]["Type of Damage"].ToString();
var id = TypeofDamageManager.getbyTypeOfDamage(table.Rows[i]["Type of Damage"].ToString());
objLead.TypeOfDamage = id.TypeOfDamage;
//string dmgid = string.Empty;
//string[] dmg = table.Rows[i]["Type of Damage"].ToString().Split(',');
//for (int d = 0; d < dmg.Length; d++) {
// string dmgtext = dmg[d];
// var dmgdata = TypeofDamageManager.getbyTypeOfDamage(dmgtext);
// if (dmgdata != null && dmgdata.TypeOfDamage != null && dmgdata.TypeOfDamage.ToString() != string.Empty) {
// dmgid += dmgdata.TypeOfDamageId + ",";
// }
// else {
// TypeOfDamageMaster objdmg = new TypeOfDamageMaster();
// objdmg.TypeOfDamage = dmgtext.Length > 100 ? dmgtext.Substring(0, 100) : dmgtext;
// objdmg.Status = true;
// TypeOfDamageMaster sv = TypeofDamageManager.Save(objdmg);
// dmgid += sv.TypeOfDamageId + ",";
// }
//}
//objLead.TypeOfDamage = dmgid;
str = table.Rows[i]["Type of Damage"].ToString();
if (str.Length > 250)
objLead.TypeofDamageText = table.Rows[i]["Type of Damage"].ToString().Substring(0, 250);
else
objLead.TypeofDamageText = table.Rows[i]["Type of Damage"].ToString();
//string Damagetxt = string.Empty;
//string DamageId = string.Empty;
//for (int j = 0; j < chkTypeOfDamage.Items.Count; j++)
//{
// if (chkTypeOfDamage.Items[j].Selected == true)
// {
// Damagetxt += chkTypeOfDamage.Items[j].Text + ',';
// DamageId += chkTypeOfDamage.Items[j].Value + ',';
// }
//}
}
if (!string.IsNullOrEmpty(table.Rows[i]["Type of Property"].ToString())) {
var id = PropertyTypeManager.GetByPropertyName(table.Rows[i]["Type of Property"].ToString());
if (id != null && id.TypeOfPropertyId > 0) {
objLead.TypeOfProperty = id.TypeOfPropertyId;
if (id.TypeOfProperty.Contains("Home"))
policyType = 1;
if (id.TypeOfProperty.Contains("Commercial"))
policyType = 2;
if (id.TypeOfProperty.Contains("Flood"))
policyType = 3;
if (id.TypeOfProperty.Contains("Earthquake"))
policyType = 4;
}
}
if (table.Rows[i]["Market Value"] != string.Empty) {
decimal MarketValue = 0;
decimal.TryParse(table.Rows[i]["Market Value"].ToString(), out MarketValue);
objLead.MarketValue = MarketValue; //Convert.ToDecimal(table.Rows[i]["Market Value"]);
}
if (table.Rows[i]["Loss Address"] != string.Empty) {
str = table.Rows[i]["Loss Address"].ToString();
if (str.Length > 100)
objLead.LossAddress = str.Substring(0, 100);
else
objLead.LossAddress = str;
}
if (table.Rows[i]["City"] != string.Empty)
objLead.CityName = table.Rows[i]["City"].ToString();
if (table.Rows[i]["State"] != string.Empty)
objLead.StateName = table.Rows[i]["State"].ToString();
if (table.Rows[i]["Zip"] != string.Empty)
objLead.Zip = table.Rows[i]["Zip"].ToString();
if (table.Rows[i]["Property Damage Estimate"] != string.Empty) {
decimal PropertyDamageEstimate = 0;
decimal.TryParse(table.Rows[i]["Property Damage Estimate"].ToString(), out PropertyDamageEstimate);
objLead.PropertyDamageEstimate = PropertyDamageEstimate;// Convert.ToDecimal(table.Rows[i]["Property Damage Estimate"]);
}
//if (table.Rows[i]["Habitable"] != string.Empty) {
// //objLead.Habitable = table.Rows[i]["Habitable"].ToString();
// var id = HabitableManager.GetbyHabitable(table.Rows[i]["Habitable"].ToString());
// if (id != null && id.HabitableId > 0)
// objLead.Habitable = id.HabitableId;
//}
//if (table.Rows[i]["Wind Policy"] != string.Empty) {
// //objLead.WindPolicy = table.Rows[i]["Wind Policy"].ToString();
// //var id = WindPolicyManager.getbyWindPolicy(table.Rows[i]["Habitable"].ToString());
// var id = WindPolicyManager.getbyWindPolicy(table.Rows[i]["Wind Policy"].ToString());
// if (id != null && id.WindPolicyId > 0)
// objLead.WindPolicy = id.WindPolicyId;
//}
//if (table.Rows[i]["Flood Policy"] != string.Empty) {
// //objLead.FloodPolicy = table.Rows[i]["Flood Policy"].ToString();
// var id = FloodPolicyManager.GetByFloodPolicy(table.Rows[i]["Flood Policy"].ToString());
// if (id != null && id.FloodPolicyId > 0)
// objLead.FloodPolicy = id.FloodPolicyId;
//}
if (table.Rows[i]["Owner First Name"] != string.Empty)
if (table.Rows[i]["Owner First Name"].ToString().Length > 50)
objLead.OwnerFirstName = table.Rows[i]["Owner First Name"].ToString().Substring(0, 50);
else
objLead.OwnerFirstName = table.Rows[i]["Owner First Name"].ToString();
if (table.Rows[i]["Owner Last Name"] != string.Empty) {
str = table.Rows[i]["Owner Last Name"].ToString();
objLead.OwnerLastName = str.Length > 50 ? str.Substring(0, 50) : str;
}
if (table.Rows[i]["Owner Phone Number"] != string.Empty) {
str = table.Rows[i]["Owner Phone Number"].ToString();
objLead.OwnerPhone = str.Length > 15 ? str.Substring(0, 15) : str;
}
if (table.Rows[i]["Last Contact Date"] != string.Empty)
objLead.LastContactDate = Convert.ToDateTime(table.Rows[i]["Last Contact Date"].ToString());
if (table.Rows[i]["Personal Referral"] != string.Empty) {
str = table.Rows[i]["Personal Referral"].ToString();
objLead.HearAboutUsDetail = str.Length > 250 ? str.Substring(0, 250) : str;
}
StatusMaster statusMaster = null;
if (table.Rows[i]["Status"] != string.Empty) {
string statusName = table.Rows[i]["Status"].ToString();
statusName = statusName.Length > 100 ? statusName.Substring(0, 100) : statusName;
statusMaster = StatusManager.GetByStatusName(statusName);
if (statusMaster.StatusId == 0) {
statusMaster = new StatusMaster();
statusMaster.clientID = clientID;
statusMaster.InsertBy = objLead.UserId;
statusMaster.InsertDate = DateTime.Now;
statusMaster.isCountable = true;
statusMaster.isCountAsOpen = true;
statusMaster.Status = true;
statusMaster.StatusName = statusName;
statusMaster = StatusManager.Save(statusMaster);
}
}
objLead.Status = 1;
objLead.InsertBy = objLead.UserId;
// 2013-08-29 tortega
if (clientID > 0)
objLead.ClientID = clientID;
Leads newLead = LeadsManager.Save(objLead);
if (newLead != null) {
LeadComment objLeadComment = null;
// add policy
CRM.Data.Entities.LeadPolicy policy = new CRM.Data.Entities.LeadPolicy();
policy.PolicyType = 1;
policy.LeadId = newLead.LeadId;
policy.IsActive = true;
policy.isAllDocumentUploaded = false;
if (statusMaster != null)
policy.LeadStatus = statusMaster.StatusId;
if (adjusterID > 0)
policy.AdjusterID = adjusterID;
if (table.Rows[i]["Claims Number"] != string.Empty)
policy.ClaimNumber = table.Rows[i]["Claims Number"].ToString();
if (table.Rows[i]["Site Survey Date"] != string.Empty)
policy.SiteSurveyDate = Convert.ToDateTime(table.Rows[i]["Site Survey Date"].ToString());
LeadPolicyManager.Save(policy);
if (!string.IsNullOrEmpty(table.Rows[i]["Reported to Insurer"].ToString())) {
objLeadComment = new LeadComment();
int LeadID = objLead.LeadId;
objLeadComment.LeadId = LeadID;
objLeadComment.UserId = objLead.UserId;
objLeadComment.Status = 1;
// 2013-08-29 tortega
objLeadComment.PolicyType = policyType;
str = table.Rows[i]["Reported to Insurer"].ToString();
if (str.Length > 8000)
objLeadComment.CommentText = "Reported to Insurer " + str.Substring(0, 8000);
else
objLeadComment.CommentText = "Reported to Insurer " + str;
LeadComment objld = LeadCommentManager.Save(objLeadComment);
}
if (!string.IsNullOrEmpty(table.Rows[i]["Claimant Comments"].ToString())) {
objLeadComment = new LeadComment();
int LeadID = objLead.LeadId;
objLeadComment.LeadId = LeadID;
objLeadComment.UserId = objLead.UserId;
objLeadComment.Status = 1;
// 2013-08-29 tortega
objLeadComment.PolicyType = policyType;
str = table.Rows[i]["Claimant Comments"].ToString();
if (str.Length > 8000)
objLeadComment.CommentText = str.Substring(0, 8000);
else
objLeadComment.CommentText = str;
LeadComment objld = LeadCommentManager.Save(objLeadComment);
}
}
} //for (int i = 0; i < table.Rows.Count; i++) {
scope.Complete();
}
string rootFolderPath = Server.MapPath("~//CSVLoad//");
string filesToDelete = FileUpload1.FileName;
string[] fileList = System.IO.Directory.GetFiles(rootFolderPath, filesToDelete);
foreach (string file in fileList) {
System.IO.File.Delete(file);
}
lblSave.Text = "Data Saved Successfully !!!";
lblSave.Visible = true;
}
}
}
catch (Exception ex) {
lblError.Text = "There Is a problem in data save !!!";
lblError.Visible = true;
Core.EmailHelper.emailError(ex);
}
}
protected void UploadTemplate2_bak()
{
// original format designed by Vivek
lblSave.Text = string.Empty;
lblSave.Visible = false;
lblError.Text = string.Empty;
lblError.Visible = false;
lblMessage.Text = string.Empty;
lblMessage.Visible = false;
// 2013-02-09 tortega -- Added data validation prior to import. File is not aborted in the event of incorrect data.
string str = null;
int clientID = Core.SessionHelper.getClientId();
// assume homeowner
int policyType = 1;
DateTime DateSubmitted = DateTime.Now;
try {
if (FileUpload1.HasFile) {
string ext = System.IO.Path.GetExtension(FileUpload1.PostedFile.FileName);
string ActualFileName = FileUpload1.PostedFile.FileName.Substring(FileUpload1.PostedFile.FileName.LastIndexOf(@"\") + 1);
string FileNameWithoutExt = ActualFileName.Replace(ext, "");
if (ext == ".csv") {
if (!Directory.Exists(Server.MapPath("~//CSVLoad//"))) {
Directory.CreateDirectory(Server.MapPath("~//CSVLoad//"));
}
FileUpload1.SaveAs(Server.MapPath("~//CSVLoad//" + FileUpload1.FileName));
DataTable table = CSVReader.ReadCSVFile(Server.MapPath("~//CSVLoad//" + FileUpload1.FileName), true);
using (TransactionScope scope = new TransactionScope()) {
Leads objLead = null;
for (int i = 0; i < table.Rows.Count; i++) {
objLead = new Leads();
//objLead.LeadStatus = 1; // active
objLead.OriginalLeadDate = DateTime.Now;
objLead.TypeOfProperty = 18; //residential
objLead.UserId = Convert.ToInt32(Session["UserId"]);
if (table.Rows[i]["Create Date"] != string.Empty) {
DateTime.TryParse(table.Rows[i]["Create Date"].ToString(), out DateSubmitted);
objLead.DateSubmitted = DateSubmitted;
objLead.OriginalLeadDate = DateSubmitted;
}
if (table.Rows[i]["Last Name"] != string.Empty) {
str = table.Rows[i]["Last Name"].ToString();
if (str.Length > 50) {
objLead.ClaimantLastName = str.Substring(0, 50);
objLead.OwnerLastName = objLead.ClaimantLastName;
}
else {
objLead.ClaimantLastName = str;
objLead.OwnerLastName = str;
}
}
if (table.Rows[i]["First Name"] != string.Empty) {
str = table.Rows[i]["First Name"].ToString();
if (str.Length > 50) {
objLead.ClaimantFirstName = str.Substring(0, 50);
objLead.OwnerFirstName = objLead.ClaimantFirstName;
}
else {
objLead.ClaimantFirstName = str;
objLead.OwnerFirstName = str;
}
}
if (table.Rows[i]["Middle Name"] != string.Empty) {
str = table.Rows[i]["Middle Name"].ToString();
if (str.Length > 50) {
objLead.ClaimantMiddleName = str.Substring(0, 50);
}
else {
objLead.ClaimantMiddleName = str;
}
}
if (table.Rows[i]["E-mail"] != string.Empty) {
str = table.Rows[i]["E-mail"].ToString();
if (str.Length > 100)
objLead.EmailAddress = str.Substring(0, 100);
else
objLead.EmailAddress = str;
}
if (table.Rows[i]["Personal E-mail"] != string.Empty) {
str = table.Rows[i]["Personal E-mail"].ToString();
if (str.Length > 100)
objLead.SecondaryEmail = str.Substring(0, 100);
else
objLead.SecondaryEmail = str;
}
if (table.Rows[i]["Mobile Phone"] != string.Empty) {
str = table.Rows[i]["Mobile Phone"].ToString();
if (str.Length > 20)
objLead.SecondaryPhone = str.Substring(0, 20);
else
objLead.SecondaryPhone = str;
}
if (table.Rows[i]["Salutation"] != string.Empty) {
str = table.Rows[i]["Salutation"].ToString();
if (str.Length > 50)
objLead.Salutation = str.Substring(0, 20);
else
objLead.Salutation = str;
}
string adjusterName = null;
int? adjusterID = null;
AdjusterMaster adjuster = null;
if (table.Rows[i]["Adjuster Name"] != string.Empty)
adjusterName = table.Rows[i]["Adjuster Name"].ToString();
string adjusterEmail = null;
string adjusterFax = null;
string AdjusterPhone = null;
string AdjusterCo = null;
string AdjusterAddress = null;
if (table.Rows[i]["Adjuster Email"] != string.Empty)
adjusterEmail = table.Rows[i]["Adjuster Email"].ToString();
if (table.Rows[i]["Adjuster Fax"] != string.Empty)
adjusterFax = table.Rows[i]["Adjuster Fax"].ToString();
if (table.Rows[i]["Adjuster Phone"] != string.Empty)
AdjusterPhone = table.Rows[i]["Adjuster Phone"].ToString();
if (table.Rows[i]["Adjuster Co"] != string.Empty)
AdjusterCo = table.Rows[i]["Adjuster Co"].ToString();
if (table.Rows[i]["Adj Address"] != string.Empty)
AdjusterAddress = table.Rows[i]["Adj Address"].ToString();
if (!string.IsNullOrEmpty(adjusterName)) {
adjuster = AdjusterManager.GetByAdjusterName(adjusterName.Trim());
if (adjuster.AdjusterId == 0) {
// add adjuster
adjuster = new AdjusterMaster();
adjuster.Status = true;
adjuster.AdjusterName = adjusterName.Trim();
adjuster.ClientId = clientID;
adjuster.InsertBy = objLead.UserId;
adjuster.InsertDate = DateTime.Now;
adjuster.isEmailNotification = true;
adjuster.email = adjusterEmail;
adjuster.Address1 = AdjusterAddress;
adjuster.PhoneNumber = AdjusterPhone;
adjuster.FaxNumber = adjusterFax;
adjuster.CompanyName = AdjusterCo;
adjuster = AdjusterManager.Save(adjuster);
}
adjusterID = adjuster.AdjusterId;
}
if (table.Rows[i]["Date of Loss"] != string.Empty) {
DateTime lossDate = DateTime.MinValue;
if (DateTime.TryParse(table.Rows[i]["Date of Loss"].ToString(), out lossDate))
objLead.LossDate = lossDate;
}
if (table.Rows[i]["Loss Location"] != string.Empty)
objLead.LossLocation = table.Rows[i]["Loss Location"].ToString();
if (table.Rows[i]["Address 1"] != string.Empty)
objLead.LossAddress = table.Rows[i]["Address 1"].ToString();
if (table.Rows[i]["Address 2"] != string.Empty)
objLead.LossAddress2 = table.Rows[i]["Address 2"].ToString();
if (table.Rows[i]["City"] != string.Empty)
objLead.CityName = table.Rows[i]["City"].ToString();
if (table.Rows[i]["State"] != string.Empty)
objLead.StateName = table.Rows[i]["State"].ToString();
if (table.Rows[i]["ZIP Code"] != string.Empty)
objLead.Zip = table.Rows[i]["ZIP Code"].ToString();
if (table.Rows[i]["Company"] != string.Empty)
objLead.BusinessName = table.Rows[i]["Company"].ToString();
if (table.Rows[i]["Adjuster Name"] != string.Empty)
adjusterName = table.Rows[i]["Adjuster Name"].ToString();
if (table.Rows[i]["Phone"] != string.Empty) {
str = table.Rows[i]["Phone"].ToString();
if (str.Length > 20)
objLead.PhoneNumber = str.Substring(0, 20);
else
objLead.PhoneNumber = str.ToString();
}
StatusMaster statusMaster = null;
string statusName = null;
if (table.Rows[i]["File Status"] != string.Empty) {
statusName = table.Rows[i]["File Status"].ToString();
statusMaster = StatusManager.GetByStatusName(statusName);
if (statusMaster.StatusId == 0) {
statusMaster = new StatusMaster();
statusMaster.clientID = clientID;
statusMaster.InsertBy = objLead.UserId;
statusMaster.InsertDate = DateTime.Now;
statusMaster.isCountable = true;
statusMaster.Status = true;
statusMaster.StatusName = statusName;
statusMaster = StatusManager.Save(statusMaster);
}
}
if (!string.IsNullOrEmpty(table.Rows[i]["Peril"].ToString())) {
var id = TypeofDamageManager.getbyTypeOfDamage(table.Rows[i]["Peril"].ToString());
objLead.TypeOfDamage = id.TypeOfDamage;
//string dmgid = string.Empty;
//string[] dmg = table.Rows[i]["Type of Damage"].ToString().Split(',');
//for (int d = 0; d < dmg.Length; d++) {
// string dmgtext = dmg[d];
// var dmgdata = TypeofDamageManager.getbyTypeOfDamage(dmgtext);
// if (dmgdata != null && dmgdata.TypeOfDamage != null && dmgdata.TypeOfDamage.ToString() != string.Empty) {
// dmgid += dmgdata.TypeOfDamageId + ",";
// }
// else {
// TypeOfDamageMaster objdmg = new TypeOfDamageMaster();
// objdmg.TypeOfDamage = dmgtext.Length > 100 ? dmgtext.Substring(0, 100) : dmgtext;
// objdmg.Status = true;
// TypeOfDamageMaster sv = TypeofDamageManager.Save(objdmg);
// dmgid += sv.TypeOfDamageId + ",";
// }
//}
//objLead.TypeOfDamage = dmgid;
str = table.Rows[i]["Peril"].ToString();
if (str.Length > 250)
objLead.TypeofDamageText = str.Substring(0, 250).Replace("/", ",");
else
objLead.TypeofDamageText = str.Replace("/", ",");
}
objLead.Status = 1;
// 2013-08-29 tortega
if (clientID > 0)
objLead.ClientID = clientID;
Leads newLead = LeadsManager.Save(objLead);
if (newLead != null) {
if (table.Rows[i]["Certified Mail Number"] != string.Empty)
AddComments(newLead.LeadId, "Certified Mail Number: " + table.Rows[i]["Certified Mail Number"].ToString());
//if (table.Rows[i]["Contract Signed Date"] != string.Empty)
// AddComments(newLead.LeadId, "Contract Signed Date: " + table.Rows[i]["Contract Signed Date"].ToString());
if (table.Rows[i]["Last E-mail"] != string.Empty)
AddComments(newLead.LeadId, "Last E-mail Date: " + table.Rows[i]["Last E-mail"].ToString());
if (table.Rows[i]["Last Meeting"] != string.Empty)
AddComments(newLead.LeadId, "Last Meeting Date: " + table.Rows[i]["Last Meeting"].ToString());
if (table.Rows[i]["Letter Date"] != string.Empty)
AddComments(newLead.LeadId, "Letter Date: " + table.Rows[i]["Letter Date"].ToString());
// add policy
CRM.Data.Entities.LeadPolicy policy = new CRM.Data.Entities.LeadPolicy();
policy.PolicyType = 1;
policy.LeadId = newLead.LeadId;
policy.IsActive = true;
policy.isAllDocumentUploaded = false;
if (adjusterID != null)
policy.AdjusterID = adjusterID;
if (table.Rows[i]["Claim Number"] != string.Empty)
policy.ClaimNumber = table.Rows[i]["Claim Number"].ToString();
if (table.Rows[i]["Policy Number"] != string.Empty)
policy.PolicyNumber = table.Rows[i]["Policy Number"].ToString();
if (table.Rows[i]["Policy Period"] != string.Empty)
policy.PolicyPeriod = table.Rows[i]["Policy Period"].ToString();
if (table.Rows[i]["File Number"] != string.Empty)
policy.InsurerFileNo = table.Rows[i]["File Number"].ToString();
if (statusMaster != null)
policy.LeadStatus = statusMaster.StatusId;
if (table.Rows[i]["Ins Carrier"] != string.Empty)
policy.InsuranceCompanyName = table.Rows[i]["Ins Carrier"].ToString();
if (table.Rows[i]["Ins Co Address"] != string.Empty)
policy.InsuranceAddress = table.Rows[i]["Ins Co Address"].ToString();
if (table.Rows[i]["Ins Co City"] != string.Empty) {
string cityName = table.Rows[i]["Ins Co City"].ToString();
CityMaster cityMaster = City.GetByCityName(cityName);
if (cityMaster != null && cityMaster.CityId > 0)
policy.InsuranceCity = cityMaster.CityId;
}
if (table.Rows[i]["Ins Co State"] != string.Empty) {
string stateName = table.Rows[i]["Ins Co State"].ToString();
StateMaster stateMaster = State.Getstateid(stateName);
if (stateMaster != null && stateMaster.StateId > 0)
policy.InsuranceState = stateMaster.StateId;
}
if (table.Rows[i]["Ins Co Zip"] != string.Empty) {
string zipCode = table.Rows[i]["Ins Co Zip"].ToString();
ZipCodeMaster zipMaster = ZipCode.GetByZipCode(zipCode);
if (zipMaster != null && zipMaster.ZipCodeID > 0)
policy.InsuranceZipCode = zipMaster.ZipCodeID.ToString();
}
LeadPolicyManager.Save(policy);
}
} //for (int i = 0; i < table.Rows.Count; i++) {
scope.Complete();
}
string rootFolderPath = Server.MapPath("~//CSVLoad//");
string filesToDelete = FileUpload1.FileName;
string[] fileList = System.IO.Directory.GetFiles(rootFolderPath, filesToDelete);
foreach (string file in fileList) {
System.IO.File.Delete(file);
}
lblSave.Text = "Data Saved Successfully !!!";
lblSave.Visible = true;
}
}
}
catch (Exception ex) {
lblError.Text = "There Is a problem in data save !!!";
lblError.Visible = true;
Core.EmailHelper.emailError(ex);
}
}
protected CRM.Data.Entities.LeadPolicy collectPolicyDataFromUI()
{
CRM.Data.Entities.LeadPolicy policy = new CRM.Data.Entities.LeadPolicy();
policy.PolicyType = Convert.ToInt32(ucPolicyType1.SelectedValue);
policy.PolicyNumber = txtPolicyNumber.Text.Trim();
policy.ClaimNumber = txtClaimNumber.Text.Trim();
policy.IsActive = true;
policy.LossDate = txtLossDate.Date;
return policy;
}
// generate invoices
protected void btnGenerate_Click(object sender, EventArgs e)
{
Carrier carrier = null;
CarrierInvoiceProfile profile = null;
Invoice invoice = null;
int carrierID = Convert.ToInt32(ddlCarrier.SelectedValue);
decimal invoiceAmount = 0;
int policyID = 0;
int profileID = Convert.ToInt32(this.ddlInvoiceProfile.SelectedValue);
if (carrierID == 0 || profileID == 0)
{
return;
}
try {
profile = CarrierInvoiceProfileManager.Get(profileID);
carrier = CarrierManager.Get(carrierID);
}
catch (Exception ex) {
Core.EmailHelper.emailError(ex);
showErrorMessage();
return;
}
try {
using (TransactionScope scope = new TransactionScope()) {
foreach (GridViewRow row in gvCarrierPolicy.Rows)
{
if (row.RowType == DataControlRowType.DataRow)
{
CheckBox cbxSelect = row.FindControl("cbxSelect") as CheckBox;
if (cbxSelect.Checked)
{
invoice = new Invoice();
//invoice.ClientID = clientID;
//invoice.CarrierID = carrierID;
invoice.InvoiceDate = DateTime.Now;
invoice.InvoiceTypeID = profile.InvoiceType;
invoice.CarrierInvoiceProfileID = profileID;
invoice.IsVoid = false;
invoice.BillToAddress1 = carrier.AddressLine1;
invoice.BillToAddress2 = carrier.AddressLine2;
invoice.BillToAddress3 = string.Empty;
invoice.BillToName = carrier.CarrierName;
policyID = (int)gvCarrierPolicy.DataKeys[row.RowIndex].Values[0];
//invoice.PolicyID = policyID;
//invoice.LeadId = (int)gvCarrierPolicy.DataKeys[row.RowIndex].Values[1];
//invoice.PolicyTypeID = (int)gvCarrierPolicy.DataKeys[row.RowIndex].Values[2];
Label lblInvoiceAmount = row.FindControl("lblInvoiceAmount") as Label;
decimal.TryParse(lblInvoiceAmount.Text, out invoiceAmount);
invoice.TotalAmount = invoiceAmount;
invoice.InvoiceNumber = InvoiceManager.GetNextInvoiceNumber(clientID);
int invoiceID = InvoiceManager.Save(invoice);
InvoiceDetail invoiceDetail = new InvoiceDetail();
invoiceDetail.InvoiceID = invoiceID;
invoiceDetail.isBillable = true;
invoiceDetail.Qty = 1;
invoiceDetail.Rate = invoiceAmount;
invoiceDetail.LineAmount = invoiceAmount;
invoiceDetail.LineDate = DateTime.Now;
invoiceDetail.LineDescription = "As per contract";
InvoiceDetailManager.Save(invoiceDetail);
// flag policy as invoiced
CRM.Data.Entities.LeadPolicy policy = LeadPolicyManager.Get(policyID);
if (policy != null)
{
policy.IsInvoiced = true;
LeadPolicyManager.Save(policy);
}
}
}
} // foreach
// complete transaction
scope.Complete();
lblMessage.Text = "Invoice(s) have been generated.";
lblMessage.CssClass = "ok";
}
}
catch (Exception ex) {
Core.EmailHelper.emailError(ex);
showErrorMessage();
}
finally {
// refresh those policies to be invoiced
bindPoliciesReadyForInvoice();
}
}
public void saveForm()
{
Page.Validate("Policy");
//if (!Page.IsValid)
// return;
CRM.Data.Entities.LeadPolicy policy = null;
lblMessage.Text = string.Empty;
lblMessage.CssClass = string.Empty;
//if (int.TryParse(hf_policyID.Value, out id) && id > 0) {
if (policyID > 0)
{
policy = LeadPolicyManager.Get(policyID);
}
else
{
// new
policy = new CRM.Data.Entities.LeadPolicy();
policy.LeadId = Core.SessionHelper.getLeadId();
policy.Id = 0;
policy.IsActive = true;
policy.isAllDocumentUploaded = false;
}
if (ucPolicyType1.SelectedValue == "0" || ucPolicyType1.SelectedValue == "")
{
policy.PolicyType = null;
}
else
{
policy.PolicyType = Convert.ToInt32(ucPolicyType1.SelectedValue);
}
// carrier information
if (ddlCarrier.SelectedIndex > 0)
{
policy.CarrierID = Convert.ToInt32(ddlCarrier.SelectedValue);
}
else
{
policy.CarrierID = null;
}
policy.PolicyNumber = txtInsurancePolicyNumber.Text.Trim();
policy.PolicyFormType = txtPolicyFormType.Text.Trim();
policy.InsuranceCompanyName = txtInsuranceCompanyName.Text;
if (!string.IsNullOrEmpty(txtExpirationDate.Text))
{
policy.ExpirationDate = txtExpirationDate.Date;
}
else
{
policy.ExpirationDate = null;
}
if (!string.IsNullOrEmpty(txtExpirationDate.Text))
{
policy.EffectiveDate = txtEffectiveDate.Date;
}
else
{
policy.EffectiveDate = null;
}
if (!string.IsNullOrEmpty(txtInitialCoverageDate.Text))
{
policy.InitialCoverageDate = txtInitialCoverageDate.Date;
}
if (ddlAgent.SelectedIndex > 0)
{
policy.AgentID = Convert.ToInt32(ddlAgent.SelectedValue);
}
try {
using (TransactionScope scope = new TransactionScope()) {
// save policy id
this.policyID = LeadPolicyManager.Save(policy);
if (HttpContext.Current.Session["Limit"] != null && HttpContext.Current.Session["PolicyLimit"] != null && HttpContext.Current.Session["tblCasulityPolicylimit"] != null && HttpContext.Current.Session["tblAllPolicylimit"] != null)
{
AddLimitPolicy(this.policyID);
CacheBlank();
ShowAddCoverage();
SetAddCoverage(this.policyID);
HideAddCoverageAdd();
}
else
{
propertyLimits.saveLimits(policyID);
//casualtyLimits.saveLimits(policyID);
}
propertySubLimits.saveLimits(policyID);
scope.Complete();
}
// save policy type in viewstate
policyType = ucPolicyType1.SelectedValue;
// save policy id
hf_policyID.Value = policyID.ToString();
// activate other tabs
tabContainerPolicy.Visible = true;
activateLinks();
bindLimits();
bindClaims();
//bindData();
lblMessage.Text = "Policy Information saved successfully.";
lblMessage.CssClass = "ok";
}
catch (Exception ex) {
lblMessage.Text = "Policy Information was not saved.";
lblMessage.CssClass = "error";
Core.EmailHelper.emailError(ex);
}
}
