public List <CRM.Data.Entities.BillToView> getBillToCollection(int claimID)
{
string claimantName = null;
Claim claim = null;
Carrier carrier = null;
Leads lead = null;
List <BillToView> billingCollection = new List <BillToView>();
BillToView billCarrier = null;
BillToView billClaimantMailingAddress = null;
BillToView billClaimantLossAddress = null;
claim = ClaimsManager.Get(claimID);
if (claim != null)
{
// add insurance company
if (claim.LeadPolicy.Carrier != null)
{
carrier = claim.LeadPolicy.Carrier;
billCarrier = new BillToView();
billCarrier.billTo = "Carrier";
billCarrier.billingName = carrier.CarrierName;
billCarrier.mailingAddress = string.Format("{0} {1}", carrier.AddressLine1 ?? "", carrier.AddressLine2 ?? "");
billCarrier.mailingCity = carrier.CityMaster == null ? "" : carrier.CityMaster.CityName;
billCarrier.mailingState = carrier.StateMaster == null ? "" : carrier.StateMaster.StateName;
billCarrier.mailingZip = carrier.ZipCode;
billingCollection.Add(billCarrier);
}
// add claimant mailing address
lead = claim.LeadPolicy.Leads;
claimantName = string.Format("{0} {1}", lead.ClaimantFirstName ?? "", lead.ClaimantLastName ?? "");
billClaimantMailingAddress = new BillToView();
billClaimantMailingAddress.billTo = "Policyholder - Mailing Address";
billClaimantMailingAddress.billingName = claimantName;
billClaimantMailingAddress.mailingAddress = lead.MailingAddress ?? "";
billClaimantMailingAddress.mailingCity = lead.MailingCity ?? "";
billClaimantMailingAddress.mailingState = lead.MailingState ?? "";
billClaimantMailingAddress.mailingZip = lead.MailingZip ?? "";
billingCollection.Add(billClaimantMailingAddress);
// add claimant loss address
billClaimantLossAddress = new BillToView();
billClaimantLossAddress.billTo = "Policyholder - Loss Address";
billClaimantLossAddress.billingName = claimantName;
billClaimantLossAddress.mailingAddress = string.Format("{0} {1}", lead.LossAddress ?? "", lead.LossAddress2 ?? "");
billClaimantLossAddress.mailingCity = lead.CityName ?? "";
billClaimantLossAddress.mailingState = lead.StateName ?? "";
billClaimantLossAddress.mailingZip = lead.Zip ?? "";
billingCollection.Add(billClaimantLossAddress);
}
return(billingCollection);
}
public void bindData(int claimID)
{
Claim claim = ClaimsManager.Get(claimID);
if (claim != null)
{
ViewState["vs1"] = Session["pageIndex1"] == null ? "0" : Session["pageIndex1"].ToString();
pos = Convert.ToInt32(this.ViewState["vs1"]);
Session["pageIndex1"] = null;
ViewState["policyTypeID"] = claim.LeadPolicy.PolicyType.ToString();
FillImage(claimID);
}
}
static public string mergeLetterTemplate(int clientID, ClientLetterTemplate template, int claimID)
{
string appPath = null;
Leads lead = null;
Claim claim = null;
string letterTemplatePath = null;
string fileExtension = null;
string finalDocumentPath = null;
claim = ClaimsManager.Get(claimID);
//template = LetterTemplateManager.Get(templateID);
appPath = ConfigurationManager.AppSettings["appPath"].ToString();
if (claim != null)
{
lead = claim.LeadPolicy.Leads;
// get extension
fileExtension = System.IO.Path.GetExtension(template.Path);
// fileExtension includes "."
letterTemplatePath = string.Format("{0}/ClientLetterTemplates/{1}/{2}{3}", appPath, clientID, template.TemplateID, fileExtension);
finalDocumentPath = string.Format("{0}/Temp/{1}.doc", appPath, Guid.NewGuid());
try {
Core.MergeDocumentHelper.autoFillDocument(letterTemplatePath, finalDocumentPath, claim, true);
//addLetterToDocumentList(claim.ClaimID, finalDocumentPath, template.Description);
//clientFileName = string.Format("{0}_{1}.doc", lead.ClaimantFirstName ?? "", lead.ClaimantLastName ?? "");
}
catch (Exception ex) {
Core.EmailHelper.emailError(ex);
}
//if (!string.IsNullOrEmpty(finalDocumentPath))
// Core.ReportHelper.renderToBrowser(finalDocumentPath, clientFileName);
}
return(finalDocumentPath);
}
protected void lbtnClaim_Click(object sender, EventArgs e)
{
Claim claim = null;
string url = "~/Protected/ClaimEdit.aspx";
string claimNumber = ((LinkButton)(sender)).ValidationGroup;
if (!string.IsNullOrEmpty(claimNumber))
{
claim = ClaimsManager.Get(claimNumber);
if (claim != null)
{
Session["LeadIds"] = claim.LeadPolicy.LeadId;
Session["policyID"] = claim.LeadPolicy.Id;
Session["ClaimID"] = claim.ClaimID;
Response.Redirect(url);
}
}
}
protected void gvClaims_RowCommand(object sender, GridViewCommandEventArgs e)
{
string[] ids = e.CommandArgument.ToString().Split(new char[] { '|' });
int claimID = Convert.ToInt32(ids[0]);
int policyID = Convert.ToInt32(ids[1]);
Claim claim = null;
if (e.CommandName == "DoEdit")
{
Session["ClaimID"] = claimID;
Session["policyID"] = policyID;
Response.Redirect("~/Protected/ClaimEdit.aspx");
}
else if (e.CommandName == "DoDelete")
{
try {
claim = ClaimsManager.Get(claimID);
if (claim != null)
{
// make claim as deleted
claim.IsActive = false;
ClaimsManager.Save(claim);
// refresh claim list
bindData(claim.PolicyID);
}
}
catch (Exception ex) {
Core.EmailHelper.emailError(ex);
}
}
}
protected void gvInvoice_RowCommand(object sender, GridViewCommandEventArgs e)
{
int invoiceID = Convert.ToInt32(e.CommandArgument);
Invoice invoice = null;
Claim claim = null;
if (e.CommandName == "DoVoid")
{
try {
using (TransactionScope scope = new TransactionScope()) {
invoice = InvoiceManager.Get(invoiceID);
claim = ClaimsManager.Get(invoice.ClaimID);
if (invoice != null && claim != null)
{
invoice.IsVoid = true;
InvoiceManager.Save(invoice);
claim.IsInvoiced = false;
ClaimsManager.Save(claim);
scope.Complete();
}
}
}
catch (Exception ex) {
Core.EmailHelper.emailError(ex);
}
finally {
doBind();
}
}
}
private void bindData()
{
int leadID = 0;
int claimID = 0;
Leads lead = null;
Claim claim = null;
List <LeadsDocument> leadDocuments = null;
List <ClaimDocument> claimDocuments = null;
List <DocumentList> allDocuments = new List <DocumentList>();
int.TryParse(Core.SecurityManager.DecryptQueryString(Request.Params["q"].ToString()), out claimID);
if (claimID > 0)
{
claim = ClaimsManager.Get(claimID);
if (claim != null)
{
lead = claim.LeadPolicy.Leads;
lblName.Text = lead.insuredName;
// lead documents
leadDocuments = LeadsUploadManager.getLeadsDocumentForExportByLeadID(leadID);
if (leadDocuments != null && leadDocuments.Count > 0)
{
foreach (LeadsDocument leadDocument in leadDocuments)
{
DocumentList doc = new DocumentList();
doc.DocumentName = leadDocument.DocumentName;
doc.Description = leadDocument.Description;
doc.DocumentPath = string.Format("~/LeadsDocument/{0}/{1}/{2}",
leadDocument.LeadId,
leadDocument.LeadDocumentId, // document id
leadDocument.DocumentName); // document file name
allDocuments.Add(doc);
}
}
// claim documents
claimDocuments = ClaimDocumentManager.GetAll(claimID);
if (claimDocuments != null && claimDocuments.Count > 0)
{
foreach (ClaimDocument claimDocument in claimDocuments)
{
DocumentList doc = new DocumentList();
doc.DocumentName = claimDocument.DocumentName;
doc.Description = claimDocument.Description;
doc.DocumentPath = string.Format("~/ClaimDocuments/{0}/{1}/{2}",
claimDocument.ClaimID,
claimDocument.ClaimDocumentID, // document id
claimDocument.DocumentName); // document file name
allDocuments.Add(doc);
}
}
gvDocument.DataSource = allDocuments;
gvDocument.DataBind();
}
}
}
protected void bindData()
{
//AppraiserMaster appraiser = null;
Claim claim = null;
//List<LeadContact> contacts = null;
List <DocumentList> attachments = null;
//ContractorMaster contractor = null;
//List<SecUser> users = null;
Leads lead = null;
//Data.UmpireMaster umpire = null;
// get email for user sending email
CRM.Data.Entities.SecUser user = SecUserManager.GetByUserId(userID);
if (user != null)
{
txtEmailFrom.Text = user.Email;
txtEmailCC.Text = user.Email;
txtSignature.Text = user.emailSignature ?? "";
}
claim = ClaimsManager.Get(this.claimID);
if (claim != null)
{
attachments = new List <DocumentList>();
lead = claim.LeadPolicy.Leads;
// build subject line
txtEmailSubject.Text = string.Format("{0} Claim #: {1}", lead.policyHolderName, claim.AdjusterClaimNumber);
// load legacy documents
List <LeadsDocument> documents = LeadsUploadManager.getLeadsDocumentByLeadID((int)claim.LeadPolicy.LeadId);
if (documents != null && documents.Count > 0)
{
foreach (LeadsDocument x in documents)
{
DocumentList attachment = new DocumentList();
attachment.DocumentName = x.Description;
attachment.DocumentPath = string.Format("LeadsDocument/{0}/{1}/{2}",
x.LeadId,
x.LeadDocumentId, // document id
x.DocumentName); // document file name
attachments.Add(attachment);
}
}
// load claim documents
List <ClaimDocument> claimDocuments = ClaimDocumentManager.GetAll(this.claimID);
if (claimDocuments != null && claimDocuments.Count > 0)
{
foreach (ClaimDocument x in claimDocuments)
{
DocumentList attachment = new DocumentList();
attachment.DocumentName = x.Description;
attachment.DocumentPath = string.Format("ClaimDocuments/{0}/{1}/{2}",
x.ClaimID,
x.ClaimDocumentID, // document id
x.DocumentName); // document file name
attachments.Add(attachment);
}
}
lbxDocuments.DataSource = attachments;
lbxDocuments.DataBind();
//// load legacy contacts
//contacts = LeadContactManager.GetContactByLeadID(leadID);
//// add adjusters to contact list
//if (claim.AdjusterMaster != null)
// addToContactList(claim.AdjusterMaster.AdjusterName, claim.AdjusterMaster.email, contacts);
//// add appraiser to contact list
//if (lead.AppraiserID != null) {
// appraiser = AppraiserManager.Get((int)lead.AppraiserID);
// contacts.Add(new LeadContact {
// Email = appraiser.Email,
// ContactName = appraiser.AppraiserName
// });
//}
//// add contractor to contact list
//if (lead.ContractorID != null) {
// contractor = ContractorManager.Get((int)lead.ContractorID);
// contacts.Add(new LeadContact {
// Email = lead.ContractorMaster.Email,
// ContactName = lead.ContractorMaster.ContractorName
// });
//}
//// add umpire to contact list
//if (lead.UmpireID != null) {
// umpire = UmpireManager.Get((int)lead.UmpireID);
// contacts.Add(new LeadContact {
// Email = lead.UmpireMaster.Email,
// ContactName = lead.UmpireMaster.UmpireName
// });
//}
// add users 2013-12-12
//users = SecUserManager.GetUsers(clientID);
//if (users != null && users.Count > 0) {
// users.ForEach(x =>
// contacts.Add(new LeadContact {
// Email = x.Email,
// ContactName = x.FirstName ?? "" + " " + x.LastName ?? ""
// }));
//}
}
//lbxContacts.DataSource = contacts;
//lbxContacts.DataBind();
}
public void bindData(int invoiceID)
{
int claimID = 0;
int clientID = 0;
int leadID = 0;
int policyID = 0;
Claim claim = null;
Invoice invoice = null;
InvoiceDetail invoiceDetail = null;
Leads lead = null;
List <InvoiceDetail> invoiceDetails = null;
// save invoice id
ViewState["InvoiceID"] = invoiceID.ToString();
invoice = InvoiceManager.Get(invoiceID);
if (invoice != null)
{
claimID = invoice.ClaimID;
claim = ClaimsManager.Get(claimID);
policyID = claim.PolicyID;
leadID = claim.LeadPolicy.Leads.LeadId;
lead = claim.LeadPolicy.Leads;
clientID = (int)lead.ClientID;
// get policy type
if (claim.LeadPolicy != null && claim.LeadPolicy.LeadPolicyType != null)
{
lblPolicyType.Text = claim.LeadPolicy.LeadPolicyType.Description;
}
// get policy number
if (claim.LeadPolicy != null)
{
lblPolicyNumber.Text = claim.LeadPolicy.PolicyNumber;
}
// get insurer claim number
lblInsurerClaimNumber.Text = claim.InsurerClaimNumber;
}
else
{
// new invoice
// get id for current lead
claimID = Core.SessionHelper.getClaimID();
// get id for current lead
leadID = Core.SessionHelper.getLeadId();
// get client id
clientID = Core.SessionHelper.getClientId();
// get current policy
policyID = Core.SessionHelper.getPolicyID();
// get lead/claim
lead = LeadsManager.GetByLeadId(leadID);
// get policy type
lblPolicyType.Text = LeadPolicyManager.GetPolicyTypeDescription(policyID);
// get policy number
lblPolicyNumber.Text = LeadPolicyManager.GetPolicyNumber(policyID);
// get insurer claim number
lblInsurerClaimNumber.Text = ClaimsManager.getInsurerClaimNumber(claimID);
}
// get policy information
if (lead != null)
{
lblClient.Text = string.Format("<b>{0} {1}<br/>{2}<br/>{3}<br/>{4}, {5} {6}</b>",
lead.ClaimantFirstName ?? "", //0
lead.ClaimantLastName ?? "", //1
lead.LossAddress ?? "", //2
lead.LossAddress2 ?? "", //3
lead.CityName ?? "", //4
lead.StateName ?? "", //5
lead.Zip ?? "" //6
);
}
if (invoiceID == 0)
{
// new invoice
txtInvoiceDate.Text = DateTime.Now.ToShortDateString();
invoiceDetail = new InvoiceDetail();
invoiceDetail.LineDate = DateTime.Now;
invoiceDetails = new List <InvoiceDetail>();
invoiceDetails.Add(invoiceDetail);
gvInvoiceLines.DataSource = invoiceDetails;
gvInvoiceLines.DataBind();
// hide empty row
gvInvoiceLines.Rows[0].Visible = false;
// hide print button
//btnPrint.Visible = false;
// hiden invoice number
//pnlInvoiceNumber.Visible = false;
}
else
{
// edit invoice
// show print button
btnPrint.Visible = true;
lbtnEmail.Visible = true;
if (invoice != null && invoice.InvoiceDetail != null)
{
txtInvoiceDate.Text = string.Format("{0:MM/dd/yyyy}", invoice.InvoiceDate);
txtDueDate.Text = string.Format("{0:MM/dd/yyyy}", invoice.DueDate);
txtBillTo.Text = invoice.BillToName;
txtBillToAddress1.Text = invoice.BillToAddress1;
txtBillToAddress2.Text = invoice.BillToAddress2;
txtBillToAddress3.Text = invoice.BillToAddress3;
// reference
txtReferenceNumber.Text = (invoice.InvoiceNumber ?? 0).ToString();
// show total
txtTotalAmount.Text = string.Format("{0:N2}", invoice.TotalAmount);
// sort line items by date
gvInvoiceLines.DataSource = invoice.InvoiceDetail.OrderBy(x => x.LineDate);
gvInvoiceLines.DataBind();
// show invoice numebr
//pnlInvoiceNumber.Visible = true;
txtInvoiceNumber.Text = string.Format("{0:N0}", invoice.InvoiceNumber ?? 0);
}
}
bindInvoiceServices();
contractGrid.DataBind();
}
static public string exportLead(ExportParameter exportParamaters, int claimID)
{
string finalReportPath = null;
//tempPath = path;
Claim claim = null;
Leads lead = null;
LeadPolicy policy = null;
claim = ClaimsManager.Get(claimID);
lead = claim.LeadPolicy.Leads;
policy = claim.LeadPolicy;
// fully qualified path
//string reportPath = HttpContext.Current.Server.MapPath(string.Format("~/Temp/{0}.pdf", Guid.NewGuid().ToString()));
string reportPath = HttpContext.Current.Server.MapPath(string.Format("~/Temp/ClaimReport_{0}_{1}_{2:yyyyMMddhhmmss}.pdf", lead.insuredName.Replace(" ", "_"), claim.InsurerClaimNumber, DateTime.Now));
doc = new Document(iTextSharp.text.PageSize.LETTER, 25, 25, 25, 25);
PdfWriter w = PdfWriter.GetInstance(doc, new FileStream(reportPath, FileMode.Create));
Rectangle rect = new Rectangle(iTextSharp.text.PageSize.LETTER.Width, iTextSharp.text.PageSize.LETTER.Height);
rect.BackgroundColor = BaseColor.WHITE;
doc.SetPageSize(rect);
doc.Open();
setClientLogoHeader(lead.Client);
if (exportParamaters.isAll)
{
exportDemographics(lead, claim);
exportCoverage(policy);
exportClaimLog(policy);
exportPhotos(policy);
}
else
{
exportDemographics(lead, claim);
if (exportParamaters.isCoverage)
{
exportCoverage(policy);
}
if (exportParamaters.isClaimLogo)
{
// legacy comments
exportClaimLog(policy);
exportClaimLog(claimID, claim.AdjusterClaimNumber);
}
if (exportParamaters.isPhotos)
{
// legacy
exportPhotos(policy);
exportPhotos(claimID, claim.AdjusterClaimNumber);
}
}
doc.Close();
// include any pdf documents uploaded
if (exportParamaters.isAll || exportParamaters.isDocuments)
{
string reportMergePath = HttpContext.Current.Server.MapPath(string.Format("~/Temp/ClaimReport_{0}_{1}_{2:yyyyMMddhhmmss}.pdf", lead.insuredName.Replace(" ", "_"), claim.AdjusterClaimNumber, DateTime.Now.AddMinutes(1)));
finalReportPath = mergeDocuments(reportPath, reportMergePath, lead.LeadId, claimID);
}
else
{
finalReportPath = reportPath;
}
return(finalReportPath);
}
protected void emailDocumentLink(string finalReportPath, string emailTo, int claimID)
{
int userID = Core.SessionHelper.getUserId();
Claim claim = null;
string password = null;
int port = 0;
string[] recipients = null;
string subject = null;
Leads lead = null;
string encryptedQuery = null;
StringBuilder emailBody = null;
string itsgHost = ConfigurationManager.AppSettings["smtpHost"].ToString();
string itsgHostPort = ConfigurationManager.AppSettings["smtpPort"].ToString();
string itsgEmail = ConfigurationManager.AppSettings["smtpEmail"].ToString();
string itsgEmailPassword = ConfigurationManager.AppSettings["smtpPassword"].ToString();
CRM.Data.Entities.SecUser user = SecUserManager.GetByUserId(userID);
if (user != null && !string.IsNullOrEmpty(user.Email) && !string.IsNullOrEmpty(user.emailHost) && !string.IsNullOrEmpty(user.emailHostPort))
{
claim = ClaimsManager.Get(claimID);
if (claim != null)
{
lead = claim.LeadPolicy.Leads;
if (string.IsNullOrEmpty(emailTo))
{
recipients = new string[] { user.Email }
}
;
else
{
recipients = emailTo.Split(new char[] { ',', ';' }, StringSplitOptions.RemoveEmptyEntries);
}
encryptedQuery = Core.SecurityManager.EncryptQueryString(claimID.ToString());
emailBody = new StringBuilder();
// .containerBox
emailBody.Append("<div style=\"margin:auto;width:600px;border: 1px solid #DDDDE4; margin: auto;font-family: Tahoma, Arial,sans-serif;font-size: 12px;color: #808080;\">");
// header image
emailBody.Append("<div style=\"padding:1px;\"><img src=\"http://app.claimruler.com/images/email_header_small.jpg\"></image></div>");
// .paneContentInner
emailBody.Append("<div style=\"margin: 20px;\">");
subject = string.Format("{0} {1} wants to share {2} Adjuster Claim File with you", user.FirstName, user.LastName, lead.insuredName);
emailBody.Append("<table cellpadding=\"0\" cellspacing=\"0\" style=\"border-left:1px #b9e1fb solid;border-right:1px #b9e1fb solid;border-bottom:1px #b9e1fb solid;border-top:1px #b9e1fb solid;border-radius:0px 0px 4px 4px\" border=\"0\" align=\"center\">");
emailBody.Append("<tbody><tr><td colspan=\"3\" height=\"36\"></td></tr>");
emailBody.Append("<tr><td width=\"36\"></td>");
emailBody.Append("<td width=\"454\" style=\"font-size:14px;color:#444444;font-family:'Open Sans','Lucida Grande','Segoe UI',Arial,Verdana,'Lucida Sans Unicode',Tahoma,'Sans Serif';border-collapse:collapse\" align=\"left\" valign=\"top\">");
emailBody.Append(string.Format("{0} {1} invited you to a Claim Ruler Software shared file called \"{2}\"", user.FirstName, user.LastName, lead.insuredName));
string css = "border-radius:3px;border-left:1px #18639a solid;font-size:16px;border-bottom:1px #0f568b solid;padding:14px 7px 14px 7px;border-top:1px #2270ab solid;display:block;max-width:210px;font-family:'Open Sans','lucida grande','Segoe UI',arial,verdana,'lucida sans unicode',tahoma,sans-serif;text-align:center;background-image:-webkit-gradient(linear,0% 0%,0% 100%,from(rgb(55,163,235)),to(rgb(33,129,207)));width:210px;text-decoration:none;color:white;border-right:1px #18639a solid;font-weight:600;margin:0px auto 0px auto;background-color:#33a0e8";
// user app siteURL for report.pdf
emailBody.Append(string.Format("<br/><br/><center><a style=\"{0}\" href=\"{1}/Temp/{2}\">View Report</a></center>",
css, ConfigurationManager.AppSettings["siteURL"], Path.GetFileName(finalReportPath)));
emailBody.Append(string.Format("<br/><br/><center><a style=\"{0}\" href=\"{1}/Content/Public.aspx?q={2}\">View Files</a></center></td>",
css, ConfigurationManager.AppSettings["siteURL"], encryptedQuery));
emailBody.Append("<td width='36'></td></tr><tr><td colspan='3' height='36'></td></tr></tbody></table>");
emailBody.Append("</div>"); // paneContentInner
emailBody.Append("</div>"); // containerBox
//int.TryParse(user.emailHostPort, out port);
int.TryParse(itsgHostPort, out port);
password = SecurityManager.Decrypt(user.emailPassword);
Core.EmailHelper.sendEmail(user.Email, recipients, null, subject, emailBody.ToString(), null, itsgHost, port, itsgEmail, itsgEmailPassword);
}
}
else
{
throw new Exception("Unable to export claim. Please verify user email settings.");
}
}