private void processClaimExpenses(int claimID, CarrierInvoiceProfile invoiceProfile, int invoiceID) { CarrierInvoiceProfileFeeItemized profileTEFee = null; List<ClaimExpense> claimExpenses = null; decimal lineTotal = 0; decimal quantity = 0; decimal operand = 0; decimal expenseAmount = 0; decimal rateAmount = 0; string serviceDescription = null; string serviceComments = null; bool billed = true; // get TE services for claim entered by adjuster using (ClaimExpenseManager repositiory = new ClaimExpenseManager()) { claimExpenses = repositiory.GetExpenseForInvoice(claimID); } if (claimExpenses != null && claimExpenses.Count > 0) { foreach (ClaimExpense claimExpense in claimExpenses) { rateAmount = 0; int claimExpenseID = claimExpense.ClaimExpenseID; profileTEFee = (from x in invoiceProfile.CarrierInvoiceProfileFeeItemized where x.ExpenseTypeID == claimExpense.ExpenseTypeID select x ).FirstOrDefault(); if (profileTEFee != null) { // use override from invoice profile serviceDescription = claimExpense.ExpenseType.ExpenseName;// profileTEFee.ExpenseType == null ? string.Empty : profileTEFee.ExpenseType.ExpenseDescription; serviceComments = claimExpense.ExpenseDescription; // profileTEFee.ItemDescription; operand = profileTEFee.LogicalOperatorOperand ?? 0; billed = claimExpense.Billed.Value; rateAmount = profileTEFee.ItemRate; //claimExpense.ExpenseAmount; quantity = Convert.ToDecimal(claimExpense.ExpenseQty); Session["ExpAmount"] = claimExpense.ExpenseAmount; if ((profileTEFee.LogicalOperator ?? 0) > 0 && operand > 0) { quantity = claimExpense.ExpenseQty ?? 0; expenseAmount = claimExpense.ExpenseAmount; switch (profileTEFee.LogicalOperator) { case 1: // = //if (expenseAmount > 0 && expenseAmount == operand) { // rateAmount = profileTEFee.ItemRate; // expenseAmount = quantity * rateAmount; //} //else if (quantity > 0 && quantity == operand) { // rateAmount = profileTEFee.ItemRate; // expenseAmount = quantity * rateAmount; //} break; case 2: // < case 3: // <= if (expenseAmount > 0 && expenseAmount <= operand) { quantity = 1; rateAmount = profileTEFee.ItemRate; } else if (quantity > 0 && quantity <= operand) { rateAmount = profileTEFee.ItemRate; //; } break; case 4: // > case 5: // >= if (expenseAmount > 0 && expenseAmount >= operand) { quantity = 1; rateAmount = operand; } else if (quantity > 0 && quantity >= operand) { quantity = quantity - operand; rateAmount = profileTEFee.ItemRate; } break; default: quantity = 1; rateAmount = profileTEFee.ItemRate; //claimExpense.ExpenseAmount; break; } if (billed == false) { insertDetailLine(invoiceID, serviceDescription, quantity, rateAmount, claimExpense.ExpenseDate, serviceComments); using (ClaimExpenseManager myRepositiory = new ClaimExpenseManager()) { ClaimExpense myClaimExpense = myRepositiory.Get(claimExpenseID); myClaimExpense.Billed = true; myRepositiory.Save(myClaimExpense); } } } else if (profileTEFee.ItemRate > 0) { // no condition specified quantity = claimExpense.ExpenseQty ?? 1; rateAmount = profileTEFee.ItemRate; lineTotal = expenseAmount; if (billed == false) { insertDetailLine(invoiceID, serviceDescription, quantity, rateAmount, claimExpense.ExpenseDate, serviceComments); using (ClaimExpenseManager myRepositiory = new ClaimExpenseManager()) { ClaimExpense myClaimExpense = myRepositiory.Get(claimExpenseID); myClaimExpense.Billed = true; myRepositiory.Save(myClaimExpense); } } } else if (profileTEFee.ItemPercentage > 0) { } } else { // no override found serviceDescription = claimExpense.ExpenseType.ExpenseDescription; serviceComments = claimExpense.ExpenseDescription; quantity = claimExpense.ExpenseQty ?? 1; rateAmount = claimExpense.ExpenseAmount; if (billed == false) { insertDetailLine(invoiceID, serviceDescription, quantity, rateAmount, claimExpense.ExpenseDate, serviceComments); using (ClaimExpenseManager myRepositiory = new ClaimExpenseManager()) { ClaimExpense myClaimExpense = myRepositiory.Get(claimExpenseID); myClaimExpense.Billed = true; myRepositiory.Save(myClaimExpense); } } } } } }
private void bindTimeExpenseForInvoice(int claimID) { List<InvoiceDetail> invoiceDetails = new List<InvoiceDetail>(); InvoiceDetail invoiceDetail = null; decimal serviceRate = 0; decimal servicePercentage = 0; decimal rate = 0; List<ClaimService> claimServices = null; List<ClaimExpense> claimExpenses = null; using (ClaimServiceManager repository = new ClaimServiceManager()) { claimServices = repository.GetAll(claimID); } using (ClaimExpenseManager repository = new ClaimExpenseManager()) { claimExpenses = repository.GetAll(claimID); } // add claim services to invoice if (claimServices != null) { foreach (ClaimService service in claimServices) { invoiceDetail = new InvoiceDetail(); invoiceDetail.LineDate = service.ServiceDate; invoiceDetail.ServiceTypeID = service.ServiceTypeID; invoiceDetail.LineDescription = service.InvoiceServiceType.ServiceDescription; invoiceDetail.Qty = service.ServiceQty; invoiceDetail.Comments = service.ServiceDescription; serviceRate = service.InvoiceServiceType.ServiceRate ?? 0; servicePercentage = service.InvoiceServiceType.ServicePercentage ?? 0; if (serviceRate > 0) { rate = serviceRate; } else { rate = servicePercentage / 100; } invoiceDetail.LineAmount = invoiceDetail.Qty * rate; invoiceDetail.Rate = rate; // add service to invoicedetail list invoiceDetails.Add(invoiceDetail); } } // add claim expenses to invoice if (claimExpenses != null) { foreach (ClaimExpense expense in claimExpenses) { invoiceDetail = new InvoiceDetail(); invoiceDetail.ExpenseTypeID = expense.ExpenseTypeID; invoiceDetail.LineDate = expense.ExpenseDate; invoiceDetail.LineDescription = expense.ExpenseDescription; invoiceDetail.Comments = expense.ExpenseDescription; invoiceDetail.LineAmount = expense.ExpenseAmount; invoiceDetail.Qty = 1; invoiceDetail.Rate = expense.ExpenseAmount; // add expense to invoicedetail list invoiceDetails.Add(invoiceDetail); } } // bind invoice detail lines gvTimeExpense.DataSource = invoiceDetails; gvTimeExpense.DataBind(); }
private List<ClaimExpense> loadExpenses(int claimID) { List<ClaimExpense> expenses = null; using (ClaimExpenseManager repository = new ClaimExpenseManager()) { expenses = repository.GetAll(claimID); } return expenses; }
protected void gvExpense_RowCommand(object sender, GridViewCommandEventArgs e) { ClaimExpense claimExpense = null; int claimID = SessionHelper.getClaimID(); int id = 0; if (e.CommandName == "DoEdit") { id = Convert.ToInt32(e.CommandArgument); using (ClaimExpenseManager repository = new ClaimExpenseManager()) { claimExpense = repository.Get(id); } if (claimExpense != null) { txtExpenseAmount.Value = claimExpense.ExpenseAmount; txtExpenseQty.Value = claimExpense.ExpenseQty; if (claimExpense.ExpenseDate != null) txtExpenseDate.Value = claimExpense.ExpenseDate; txtExpenseDescription.Text = claimExpense.ExpenseDescription; cbxExpenseReimburse.Checked = claimExpense.IsReimbursable; ddlExpenseType.SelectedValue = claimExpense.ExpenseTypeID.ToString(); txtMyComments.Text = claimExpense.InternalComments; //cbIsBillable.Checked = claimExpense.IsBillable.Value; //NEW OC 10/7/2014 // PUT IN PLACE TO GRAB THE NEW RATE IF USER HITS EDIT ExpenseType expense = null; int expenseID = 0; if (ddlExpenseType.SelectedIndex > 0) { expenseID = Convert.ToInt32(ddlExpenseType.SelectedValue); using (ExpenseTypeManager repository = new ExpenseTypeManager()) { expense = repository.Get(expenseID); if (expense != null) { txtExpenseAmount.Value = expense.ExpenseRate; Session["multiplier"] = expense.ExpenseRate; } } } // END NEW OC 10/7/2014 if (claimExpense.AdjusterID != null) { txtExpenseAdjuster.Text = claimExpense.AdjusterMaster.adjusterName; hf_expenseAdjusterID.Value = claimExpense.AdjusterMaster.AdjusterId.ToString(); } showExpenseEditPanel(); ViewState["ClaimExpenseID"] = e.CommandArgument.ToString(); } } else if (e.CommandName == "DoDelete") { id = Convert.ToInt32(e.CommandArgument); try { using (ClaimExpenseManager repository = new ClaimExpenseManager()) { repository.Delete(id); } // refresh grid gvExpense.DataSource = loadExpenses(claimID); gvExpense.DataBind(); } catch (Exception ex) { Core.EmailHelper.emailError(ex); lblMessage.Text = "Unable to delete claim expense."; lblMessage.CssClass = "error"; } } }
protected void btnSaveExpense_Click(object sender, EventArgs e) { Claim claim = null; Claim myClaim = null; ClaimExpense claimExpense = null; AdjusterMaster adjuster = null; CarrierInvoiceProfile CarrierInvoice = null; int clientID = SessionHelper.getClientId(); int userID = SessionHelper.getUserId(); int claimID = SessionHelper.getClaimID(); int myAdjusterID = 0; int profileID = 0; int expenseTypeID = 0; int id = 0; Page.Validate("expense"); if (!Page.IsValid) return; id = Convert.ToInt32(ViewState["ClaimExpenseID"]); ClaimManager cm = new ClaimManager(); myClaim = cm.Get(claimID); try { expenseTypeID = Convert.ToInt32(ddlExpenseType.SelectedValue); using (TransactionScope scope = new TransactionScope()) { using (ClaimExpenseManager repository = new ClaimExpenseManager()) { if (id == 0) { claimExpense = new ClaimExpense(); claimExpense.ClaimID = claimID; } else { claimExpense = repository.Get(id); } // populate fields if(txtExpenseAmount.Visible == false) { var x = Session["multiplier"].ToString(); double expenseAmount = Convert.ToDouble(x) * Convert.ToDouble(txtExpenseQty.ValueDecimal); //newOC 10/7/14 claimExpense.ExpenseAmount = Convert.ToDecimal(expenseAmount); decimal d = Convert.ToDecimal(expenseAmount); //Session["EmailAmount"] = "$" + Math.Round(d, 2); Session["EmailAmount"] = String.Format("{0:0.00}", expenseAmount); // Session["EmailAmount"] = expenseAmount; } else { claimExpense.ExpenseAmount = txtExpenseAmount.ValueDecimal; } claimExpense.ExpenseDate = txtExpenseDate.Date; claimExpense.ExpenseDescription = txtExpenseDescription.Text.Trim(); claimExpense.ExpenseTypeID = expenseTypeID; claimExpense.IsReimbursable = cbxExpenseReimburse.Checked; claimExpense.UserID = userID; claimExpense.AdjusterID = Convert.ToInt32(hf_expenseAdjusterID.Value); claimExpense.ExpenseQty = txtExpenseQty.ValueDecimal; claimExpense.InternalComments = txtMyComments.Text.Trim(); claimExpense.Billed = false; // claimExpense.IsBillable = cbIsBillable.Checked; // save expense claimExpense = repository.Save(claimExpense); } // update diary entry ClaimComment diary = new ClaimComment(); diary.ClaimID = claimID; diary.CommentDate = DateTime.Now; diary.UserId = userID; diary.CommentText = string.Format("Expense: {0}, Description: {1}, Date: {2:MM/dd/yyyy}, Amount: {3:N2}, Adjuster: {4} Qty: {5:N2}", ddlExpenseType.SelectedItem.Text, claimExpense.ExpenseDescription, claimExpense.ExpenseDate, claimExpense.ExpenseAmount, txtExpenseAdjuster.Text, claimExpense.ExpenseQty ); ClaimCommentManager.Save(diary); // 2014-05-02 apply rule using (SpecificExpenseTypePerCarrier ruleEngine = new SpecificExpenseTypePerCarrier()) { claim = new Claim(); claim.ClaimID = claimID; RuleException ruleException = ruleEngine.TestRule(clientID, claim, expenseTypeID); if (ruleException != null) { ruleException.UserID = Core.SessionHelper.getUserId(); ruleEngine.AddException(ruleException); CheckSendMail(ruleException); } } myAdjusterID = Convert.ToInt32(claimExpense.AdjusterID); //Convert.ToInt32(myClaim.AdjusterID); //EMAIL ADJUSTER OC 10/22/2014 if (myAdjusterID != 0 || myAdjusterID != null) { adjuster = AdjusterManager.GetAdjusterId(myAdjusterID); } if (cbEmailAdjuster.Checked == true) { try { notifyAdjuster(adjuster, claimExpense, myClaim); } catch (Exception ex) { lblMessage.Text = "Unable to send email to adjuster"; lblMessage.CssClass = "error"; } } //EMAIL CLIENT CONTACT OC 10/22/2014 if (cbEmailClient.Checked == true) //Dont need to check if invoice Pro ID is empty becuase to get to this point, one has to exist already { if (Session["ComingFromAllClaims"] != null) //if the user got here straight from the all claims screen { profileID = Convert.ToInt32(Session["CarrierInvoiceID"]); } else//coming from claim detail page { profileID = Convert.ToInt32(Session["InvoiceProfileID"]); } CarrierInvoice = CarrierInvoiceProfileManager.Get(profileID); try { notifyClientContact(CarrierInvoice, claimExpense, myClaim, adjuster); } catch (Exception ex) { lblMessage.Text = "Unable to send email to client contact"; lblMessage.CssClass = "error"; } } //EMAIL TO WHOMEVER OC 10/22/2014 if (txtEmailTo.Text != "") { try { notifySpecifiedUser(adjuster, claimExpense, myClaim); } catch (Exception ex) { lblMessage.Text = "Unable to send email to adjuster"; lblMessage.CssClass = "error"; } } // complete transaction scope.Complete(); } lblMessage.Text = "Expense saved successfully."; lblMessage.CssClass = "ok"; // refresh grid gvExpense.DataSource = loadExpenses(claimID); gvExpense.DataBind(); // keep edit form active lbtnNewExpense_Click(null, null); lblAmount.Text = ""; lblAmount.Visible = false; txtExpenseAmount.Visible = true; } catch (Exception ex) { Core.EmailHelper.emailError(ex); lblMessage.Text = "Unable to save claim expense."; lblMessage.CssClass = "error"; } }
public static string SaveClaimExpense(string expenseType, string insurerClaimId, string insurerName, int claimAdjusterId, string adjusterComapnyName, string updatedby, string commentNote, string emailTo, int carrierID, int claimID, string recipientId, string claimAdjuster, string expenseTypeName, string carrier, string idOf, string expenseQty, string expenseAmount, string expenseDate, string reimbrance) { string json = ""; Claim objclaim = null; AdjusterMaster objAdjusterMaster = null; Leads objLeads = null; ClaimComment comment = null; ClaimExpense claimExpense = null; CRM.Data.Entities.LeadPolicy objLeadPolicy = null; int userID = SessionHelper.getUserId(); int leadID = 0; int policyId = 0; try { using (TransactionScope scope = new TransactionScope()) { using (ClaimManager repository = new ClaimManager()) { objclaim = new Claim(); objclaim.ClaimID = claimID; objclaim.InsurerClaimNumber = insurerClaimId; //objclaim.CarrierID = carrierID; objclaim.AdjusterID = claimAdjusterId; // objclaim.StatusUpdatedBy = updatedby; repository.UpdateClaimStatus(objclaim); // AdjusterMaster objAdjusterMaster = new AdjusterMaster(); objAdjusterMaster.AdjusterId = claimAdjusterId; //objAdjusterMaster.CompanyName = AdjusterComapnyName; repository.UpdateAdjusterName(objAdjusterMaster); //leads leadID = repository.GetPolicyId(claimID); objLeads = new Leads(); objLeads.LeadId = leadID; objLeads.InsuredName = insurerName; repository.UpdateInsurerName(objLeads); //save carrier id in Lead policy policyId = repository.GetLeadPolicyId(claimID); objLeadPolicy = new Data.Entities.LeadPolicy(); objLeadPolicy.Id = policyId; objLeadPolicy.CarrierID = carrierID; repository.UpdateCarrierId(objLeadPolicy); //add expense ClaimExpenseManager objClaimExpenseManager = new ClaimExpenseManager(); claimExpense = new ClaimExpense(); claimExpense.ClaimID = claimID; if (!string.IsNullOrEmpty(expenseAmount)) { claimExpense.ExpenseAmount = Convert.ToDecimal(expenseAmount); } if (!string.IsNullOrEmpty(expenseDate)) { claimExpense.ExpenseDate = Convert.ToDateTime(expenseDate); } claimExpense.ExpenseDescription = commentNote.Trim(); claimExpense.ExpenseTypeID = Convert.ToInt32(expenseType); if (reimbrance == "1") { claimExpense.IsReimbursable = true; } else { claimExpense.IsReimbursable = false; } claimExpense.UserID = userID; claimExpense.AdjusterID = Convert.ToInt32(claimAdjusterId); if (!string.IsNullOrEmpty(expenseQty)) { claimExpense.ExpenseQty = Convert.ToDecimal(expenseQty); } objClaimExpenseManager.Save(claimExpense); //claim comment for add notes comment = new ClaimComment(); comment.ClaimID = claimID; comment.IsActive = true; comment.UserId = Core.SessionHelper.getUserId(); comment.CommentDate = DateTime.Now; comment.ActivityType = "Add Expense"; comment.CommentText = string.Format("Expense: {0}, Description: {1}, Date: {2:MM/dd/yyyy}, Amount: {3:N2}, Adjuster: {4} Qty: {5:N2}", expenseTypeName, commentNote.Trim(), Convert.ToDateTime(expenseDate), expenseAmount, claimAdjuster, expenseQty ); ClaimCommentManager.Save(comment); } scope.Complete(); } string[] recipId = recipientId.Split(','); string recipientEmailId = string.Empty; string[] IdofTable = idOf.Split(','); int index2 = 0; for (int index = 0; index < recipId.Length; index++) { index2 = 0; int.TryParse(recipId[index], out index2); if (IdofTable[index] == "c") { Contact objContact = ContactManager.Get(index2); if (!string.IsNullOrEmpty(objContact.Email)) { if (recipientEmailId == "") { recipientEmailId = objContact.Email; } else { recipientEmailId = recipientEmailId + "," + objContact.Email; } } } else { AdjusterMaster objAdjuster = AdjusterManager.GetAdjusterId(index2); if (!string.IsNullOrEmpty(objAdjuster.email)) { if (recipientEmailId == "") { recipientEmailId = objAdjuster.email; } else { recipientEmailId = recipientEmailId + "," + objAdjuster.email; } } } } SendExpenseEmail(expenseType, insurerClaimId, insurerName, claimAdjusterId, adjusterComapnyName, updatedby, commentNote, "", carrierID, claimID, recipientEmailId, claimAdjuster, expenseTypeName, carrier, recipId, IdofTable, expenseQty, expenseAmount, expenseDate, reimbrance); json = "Expense add successfully"; } catch (Exception ex) { Core.EmailHelper.emailError(ex); } return json; }