/// <summary>
/// Add a new matter
/// </summary>
/// <param name="oHostSecurityToken">HostSecurityToken obtained when security provider of IWS is called</param>
/// <param name="matter">Matter details</param>
/// <returns></returns>
public MatterReturnValue AddMatter(HostSecurityToken oHostSecurityToken, Matter matter)
{
MatterReturnValue returnValue = null;
if (Functions.ValidateIWSToken(oHostSecurityToken))
{
oMatterService = new MatterService();
returnValue = oMatterService.AddMatter(Functions.GetLogonIdFromToken(oHostSecurityToken), matter);
}
else
{
returnValue = new MatterReturnValue();
returnValue.Success = false;
returnValue.Message = "Invalid Token";
}
return returnValue;
}
/// <summary>
/// Add a new matter
/// </summary>
/// <param name="logonId">Logon id obtained when logging on to the logon service</param>
/// <param name="matter">Matter details</param>
/// <returns></returns>
public MatterReturnValue AddMatter(Guid logonId, Matter matter)
{
MatterReturnValue returnValue = new MatterReturnValue();
try
{
// Get the logged on user from the current logons and add their
// ApplicationSettings the list of concurrent sessions.
Host.LoadLoggedOnUser(logonId);
try
{
Functions.RestrictRekoopIntegrationUser(UserInformation.Instance.DbUid);
switch (UserInformation.Instance.UserType)
{
case DataConstants.UserType.Staff:
// Can do everything
break;
case DataConstants.UserType.Client:
case DataConstants.UserType.ThirdParty:
throw new Exception("Access denied");
default:
throw new Exception("Access denied");
}
// Ensure we have permission
if (!UserSecuritySettings.GetUserSecuitySettings(182))
throw new Exception("You do not have sufficient permissions to carry out this request");
// Verify Annual Licence
if (!IRIS.Law.PmsBusiness.LicenseDetails.AnnualLicenseIsValid())
{
throw new Exception("Unable to add Matter. Your Annual Licence has expired or is invalid.");
}
SrvMatter srvMatter = new SrvMatter();
srvMatter.ClientId = matter.ClientId;
srvMatter.MatterDescription = matter.Description;
srvMatter.MatterPartnerMemberId = matter.PartnerMemberId;
srvMatter.FeeEarnerMemberId = matter.FeeEarnerMemberId;
srvMatter.WorkCategoryFranchised = matter.Franchised;
//Call SetDefaultsOnFeeEarnerMemberId in order to set the userId
srvMatter.SetDefaultsOnFeeEarnerMemberId();
srvMatter.UFNNumber = matter.UFN;
srvMatter.UFNDate = matter.UFNDate;
srvMatter.IsPublicFunding = matter.IsPublicFunding;
srvMatter.ClientBankId = matter.ClientBankId;
srvMatter.OfficeBankId = matter.OfficeBankId;
srvMatter.ChargeDescriptionId = matter.ChargeDescriptionId;
srvMatter.CurrentWorkTypeId = matter.WorkTypeId;
srvMatter.DepartmentId = matter.DepartmentId;
srvMatter.BranchId = matter.BranchReference;
srvMatter.CourtId = matter.CourtId;
srvMatter.MatterTypeId = matter.MatterTypeId;
srvMatter.ClientHOUCN = matter.HOUCN;
srvMatter.EarnerReference = matter.FeeEarnerReference;
srvMatter.ConOrgMemIdCollection = new NameValueCollection();
foreach (JointClientCandidateSearchItem client in matter.JointClientCandidates.Rows)
{
srvMatter.ConOrgMemIdCollection.Add(client.OrganisationId, client.MemberId);
}
string errorMessage;
returnValue.Success = srvMatter.Save(out errorMessage);
returnValue.Message = errorMessage;
matter.Id = srvMatter.ProjectId;
returnValue.Matter = matter;
}
finally
{
// Remove the logged on user's ApplicationSettings from the
// list of concurrent sessions
Host.UnloadLoggedOnUser();
}
}
catch (System.Data.SqlClient.SqlException)
{
returnValue.Success = false;
returnValue.Message = Functions.SQLErrorMessage;
}
catch (Exception ex)
{
returnValue.Success = false;
returnValue.Message = ex.Message;
}
return returnValue;
}
/// <summary>
/// Get one matter
/// </summary>
/// <param name="logonId">Logon id obtained when logging on to the logon service</param>
/// <param name="projectId">Matter project id</param>
/// <returns></returns>
public MatterReturnValue GetMatter(Guid logonId, Guid projectId)
{
MatterReturnValue returnValue = new MatterReturnValue();
try
{
// Get the logged on user from the current logons and add their
// ApplicationSettings the list of concurrent sessions.
// ApplicationSettings.Instance can now be used to get the
// ApplicationSettings for this session.
Host.LoadLoggedOnUser(logonId);
try
{
Functions.RestrictRekoopIntegrationUser(UserInformation.Instance.DbUid);
switch (UserInformation.Instance.UserType)
{
case DataConstants.UserType.Staff:
// Can do everything
break;
case DataConstants.UserType.Client:
case DataConstants.UserType.ThirdParty:
if (!SrvMatterCommon.WebAllowedToAccessMatter(projectId))
throw new Exception("Access denied");
break;
default:
throw new Exception("Access denied");
}
SrvMatter srvMatter = new SrvMatter();
int campaignId = SrvMatterCommon.GetCampaignForProject(projectId);
srvMatter.Load(projectId);
Matter matter = new Matter();
matter.Id = srvMatter.ProjectId;
// Load Matter Details
matter.Description = srvMatter.MatterDescription;
matter.KeyDescription = srvMatter.MatterKeyDescription;
matter.FeeEarnerMemberId = srvMatter.FeeEarnerMemberId;
matter.PartnerMemberId = srvMatter.MatterPartnerMemberId;
matter.WorkTypeId = srvMatter.CurrentWorkTypeId;
matter.ClientBankId = srvMatter.ClientBankId;
matter.OfficeBankId = srvMatter.OfficeBankId;
matter.DepositBankId = srvMatter.MatterDepositBankId;
matter.BranchReference = srvMatter.BranchId;
matter.DepartmentId = srvMatter.DepartmentId;
matter.ChargeDescriptionId = srvMatter.ChargeDescriptionId;
matter.CourtId = srvMatter.CourtId;
matter.OpenDate = srvMatter.MatterOpenDate;
matter.NextReviewDate = srvMatter.MatterNextReviewDate;
matter.CostReviewDate = srvMatter.MatterCostReviewDate;
matter.LastSavedDate = srvMatter.MatterLastSaved;
matter.ClosedDate = srvMatter.MatterClosedDate;
matter.DestructDate = srvMatter.MatterDestructDate;
matter.FileNo = srvMatter.MatterFileNo;
matter.CompletedDate = srvMatter.MatterCompleted;
matter.SpanType1Ref = srvMatter.SpanType1;
matter.SpanType2Ref = srvMatter.SpanType2;
// Load Matter Additional Info
matter.Quote = srvMatter.MatterQuote;
matter.DisbsLimit = srvMatter.MatterDisbsLimit;
matter.TimeLimit = srvMatter.MatterTimeLimit;
matter.WIPLimit = srvMatter.MatterWIPLimit;
matter.OverallLimit = srvMatter.MatterOverallLimit;
matter.Status = srvMatter.MatterStatus;
matter.Indicators = srvMatter.MatterIndicators;
matter.BankReference = srvMatter.MatterBankReference;
matter.CashCollectionId = srvMatter.MatCashCollID;
matter.TotalLockup = srvMatter.MatTotalLockup;
matter.OurReference = srvMatter.OurReference;
matter.PreviousReference = srvMatter.PreviousReference;
matter.BusinessSourceId = srvMatter.SourceID;
matter.SourceCampaignId = campaignId;
matter.PersonDealingId = srvMatter.UserId;
matter.SalutationEnvelope = srvMatter.MatterSalutationEnvelope;
matter.SalutationLetter = srvMatter.MatterSalutationLetter;
matter.LetterHead = srvMatter.MatterLetterHead;
// Load Public Funding
matter.MatterLegalAided = srvMatter.MatterLegalAided;
matter.IsPublicFunding = srvMatter.IsPublicFunding;
matter.Franchised = srvMatter.MatterFranchised;
matter.isLondonRate = srvMatter.MatterLondonRate;
matter.UFNDate = srvMatter.UFNDate;
matter.UFN = srvMatter.UFNNumber;
matter.PFCertificateNo = srvMatter.MatterPFCertificateNo;
matter.PFCertificateNoLimits = srvMatter.MatterPFCertificateLimits;
matter.MatterTypeId = srvMatter.MatterTypeId;
// Load Client Details
Client client = new Client();
client.IsMember = srvMatter.IsMember;
//Set MemberID for Individual
if (client.IsMember)
{
client.MemberId = srvMatter.ClientId;
client.OrganisationId = DataConstants.DummyGuid;
}
//Set OrganisationId for Organisation
else
{
client.MemberId = DataConstants.DummyGuid;
client.OrganisationId = srvMatter.ClientId;
}
client.Reference = srvMatter.ClientReference;
client.FullName = srvMatter.ClientName;
client.IsArchived = srvMatter.IsClientArchived;
// Get Client Type ID
client.TypeId = this.GetClientType(srvMatter.ClientId, srvMatter.ProjectId, srvMatter.IsMember);
returnValue.Matter = matter;
returnValue.ClientDetails = client;
}
finally
{
// Remove the logged on user's ApplicationSettings from the
// list of concurrent sessions
Host.UnloadLoggedOnUser();
}
}
catch (System.Data.SqlClient.SqlException)
{
returnValue.Success = false;
returnValue.Message = Functions.SQLErrorMessage;
}
catch (Exception ex)
{
returnValue.Success = false;
returnValue.Message = ex.Message;
}
return returnValue;
}
/// <summary>
/// Update an existing matter
/// </summary>
/// <param name="logonId">Logon id obtained when logging on to the logon service</param>
/// <param name="matter">Matter details</param>
/// <returns></returns>
public ReturnValue UpdateMatter(Guid logonId, Matter matter)
{
ReturnValue returnValue = new ReturnValue();
try
{
// Get the logged on user from the current logons and add their
// ApplicationSettings the list of concurrent sessions.
Host.LoadLoggedOnUser(logonId);
try
{
Functions.RestrictRekoopIntegrationUser(UserInformation.Instance.DbUid);
switch (UserInformation.Instance.UserType)
{
case DataConstants.UserType.Staff:
// Can do everything
break;
case DataConstants.UserType.Client:
case DataConstants.UserType.ThirdParty:
throw new Exception("Access denied");
default:
throw new Exception("Access denied");
}
SrvMatter srvMatter = new SrvMatter();
srvMatter.Load(matter.Id);
// Save Matter Details
srvMatter.ProjectId = matter.Id;
srvMatter.MatterDescription = matter.Description;
srvMatter.MatterKeyDescription = matter.KeyDescription;
srvMatter.FeeEarnerMemberId = matter.FeeEarnerMemberId;
srvMatter.MatterPartnerMemberId = matter.PartnerMemberId;
srvMatter.CurrentWorkTypeId = matter.WorkTypeId;
srvMatter.ClientBankId = matter.ClientBankId;
srvMatter.OfficeBankId = matter.OfficeBankId;
srvMatter.MatterDepositBankId = matter.DepositBankId;
srvMatter.BranchId = matter.BranchReference;
srvMatter.DepartmentId = matter.DepartmentId;
srvMatter.ChargeDescriptionId = matter.ChargeDescriptionId;
srvMatter.CourtId = matter.CourtId;
srvMatter.MatterOpenDate = matter.OpenDate;
srvMatter.MatterNextReviewDate = matter.NextReviewDate;
srvMatter.MatterCostReviewDate = matter.CostReviewDate;
srvMatter.MatterClosedDate = matter.ClosedDate;
srvMatter.MatterDestructDate = matter.DestructDate;
srvMatter.MatterFileNo = matter.FileNo;
srvMatter.MatterCompleted = matter.CompletedDate;
// Save Matter Additional Info
srvMatter.MatterQuote = matter.Quote;
srvMatter.MatterDisbsLimit = matter.DisbsLimit;
srvMatter.MatterTimeLimit = matter.TimeLimit;
srvMatter.MatterWIPLimit = matter.WIPLimit;
srvMatter.MatterOverallLimit = matter.OverallLimit;
srvMatter.MatterStatus = matter.Status;
srvMatter.MatterIndicators = matter.Indicators;
srvMatter.MatterBankReference = matter.BankReference;
srvMatter.MatCashCollID = matter.CashCollectionId;
srvMatter.MatTotalLockup = matter.TotalLockup;
srvMatter.OurReference = matter.OurReference;
srvMatter.PreviousReference = matter.PreviousReference;
srvMatter.SourceID = matter.BusinessSourceId;
// TODO: Save Campaign Id
// = campaignId = matter.SourceCampaignId;
srvMatter.UserId = matter.PersonDealingId;
srvMatter.MatterSalutationEnvelope = matter.SalutationEnvelope;
srvMatter.MatterSalutationLetter = matter.SalutationLetter;
srvMatter.MatterLetterHead = matter.LetterHead;
//Save Matter Public Funding
srvMatter.MatterLegalAided = matter.IsPublicFunding;
srvMatter.MatterFranchised = matter.Franchised;
srvMatter.MatterLondonRate = matter.isLondonRate;
srvMatter.UFNDate = matter.UFNDate;
srvMatter.UFNNumber = matter.UFN;
srvMatter.MatterPFCertificateNo = matter.PFCertificateNo;
srvMatter.MatterPFCertificateLimits = matter.PFCertificateNoLimits;
srvMatter.MatterTypeId = matter.MatterTypeId;
srvMatter.ClientId = matter.ClientId;
string errorMessage;
returnValue.Success = srvMatter.Save(out errorMessage);
returnValue.Message = errorMessage;
}
finally
{
// Remove the logged on user's ApplicationSettings from the
// list of concurrent sessions
Host.UnloadLoggedOnUser();
}
}
catch (System.Data.SqlClient.SqlException)
{
returnValue.Success = false;
returnValue.Message = Functions.SQLErrorMessage;
}
catch (Exception ex)
{
returnValue.Success = false;
returnValue.Message = ex.Message;
}
return returnValue;
}
/// <summary>
/// Gets the control data to save the matter.
/// </summary>
/// <returns></returns>
private IRIS.Law.WebServiceInterfaces.Matter.Matter GetControlData()
{
Guid memberId = (Guid)Session[SessionName.MemberId];
Guid organisationId = (Guid)Session[SessionName.OrganisationId];
Guid clientId;
if (memberId != DataConstants.DummyGuid)
{
clientId = memberId;
}
else
{
clientId = organisationId;
}
IRIS.Law.WebServiceInterfaces.Matter.Matter matter = new IRIS.Law.WebServiceInterfaces.Matter.Matter();
//Get the selected joint client candidates
List<ListItem> selectedItems = (from item in _chklstClientAssociates.Items.Cast<ListItem>()
where item.Selected
select item).ToList();
JointClientCandidateSearchItem[] jointCandidates = new JointClientCandidateSearchItem[selectedItems.Count];
for (int i = 0; i < selectedItems.Count; i++)
{
string orgId = selectedItems[i].Value.EndsWith("M") ? DataConstants.DummyGuid.ToString()
: selectedItems[i].Value.Substring(0, 36);
string memId = selectedItems[i].Value.EndsWith("O") ? DataConstants.DummyGuid.ToString()
: selectedItems[i].Value.Substring(0, 36);
jointCandidates[i] = new JointClientCandidateSearchItem();
jointCandidates[i].MemberId = memId;
jointCandidates[i].OrganisationId = orgId;
}
matter.JointClientCandidates = new DataListOfJointClientCandidateSearchItemkPb1ZSG8();
matter.JointClientCandidates.Rows = jointCandidates;
matter.ClientId = clientId;
matter.Description = _txtDescription.Text.Trim();
matter.PartnerMemberId = new Guid(_ddlSupervisor.SelectedValue);
matter.FeeEarnerMemberId = new Guid(GetFeeEarnerValueOnIndex(_ddlFeeEarner.SelectedValue, 1));
if (_ccUFNDate.DateText.Length > 0)
{
matter.UFNDate = Convert.ToDateTime(_ccUFNDate.DateText.Trim());
}
else
{
matter.UFNDate = DataConstants.BlankDate;
}
matter.UFN = _txtUFNNumber.Text.Trim();
matter.IsPublicFunding = _chkPublicFunding.Checked;
matter.Franchised = _chkSQM.Checked;
matter.ClientBankId = Convert.ToInt32(_ddlClientBank.SelectedValue);
matter.OfficeBankId = Convert.ToInt32(_ddlOfficeBank.SelectedValue);
matter.ChargeDescriptionId = new Guid(GetChargeRateValueOnIndex(_ddlChargeRate.SelectedValue, 0));
matter.WorkTypeId = new Guid(_ddlWorkType.SelectedValue);
matter.DepartmentId = Convert.ToInt32(_ddlDepartment.SelectedValue);
matter.BranchReference = GetBranchValueOnIndex(_ddlBranch.SelectedValue, 0);
matter.CourtId = Convert.ToInt32(_ddlCourtType.SelectedValue);
matter.MatterTypeId = Convert.ToInt32(_ddlMatterType.SelectedValue);
matter.HOUCN = _txtHOUCN.Text.Trim();
matter.UCN = _txtUCN.Text.Trim();
matter.FeeEarnerReference = GetFeeEarnerValueOnIndex(_ddlFeeEarner.SelectedValue, 0);
return matter;
}