public int getProgressId(int claimId) { int progress = 0; ClaimManager ClaimManagerobj = new ClaimManager(); Claim claimObj = new Claim(); claimObj = ClaimManagerobj.Get(claimId); if (claimObj.ProgressStatusID != null) { progress = Convert.ToInt32(claimObj.ProgressStatusID); } else { progress = 0; } return progress; }
public DateTime progressClaimRecievedData(int claimId) { DateTime progressDate = new DateTime(); ClaimManager ClaimManagerobj = new ClaimManager(); Claim claimObj = new Claim(); claimObj = ClaimManagerobj.Get(claimId); if (claimObj.ProgressStatusID != null) { progressDate = Convert.ToDateTime(claimObj.DateOpenedReported); } else { progressDate = DateTime.MinValue; } return progressDate; }
protected void btnShowLossTemplate_Click(object sender, EventArgs e) { int policyId = 0; Claim objClaim = null; ClaimManager objClaimManager = new ClaimManager(); int claimId = Convert.ToInt32(hf_ClaimIdForStatus.Value); using (TransactionScope scope = new TransactionScope()) { objClaim = objClaimManager.Get(claimID); policyId = objClaim.PolicyID; // delete limit,claimlimit,policylimit data which enter as loss details LimitManager.DeleteLimit(claimId, policyId); //ClaimLimitManager.IsDeleted(claimId); // PolicyLimitManager.IsDeleted(policyId); //enter claim limit and policy limit //first get all limit List<Limit> objLimit = LimitManager.GetAllLimit(true); foreach (var limit in objLimit) { ClaimLimit objClaimLimit = new ClaimLimit(); objClaimLimit.ClaimID = claimId; objClaimLimit.LimitID = limit.LimitID; ClaimLimitManager.Save(objClaimLimit); PolicyLimit objPolicyLimit = new PolicyLimit(); objPolicyLimit.PolicyID = policyId; objPolicyLimit.LimitID = limit.LimitID; PolicyLimitManager.Save(objPolicyLimit); } Data.Entities.LeadPolicy objLeadPolicy = new Data.Entities.LeadPolicy(); objLeadPolicy.Id = policyId; objLeadPolicy.ApplyAcrossAllCoverage = false; objLeadPolicy.ApplyDeductibleSet = false; LeadPolicyManager.Update(objLeadPolicy); scope.Complete(); } //acrossAllCoverages.Enabled = true; //coverageSpecific.Enabled = true; txtDeductible.Enabled = true; propertyLimits.bindData(policyID); // casualtyLimits.bindData(claimId); }
public List<string> getEmailData(int claimId, int BusinessRuleID) { List<string> emailData = new List<string>(); string adjusterEmail = ""; int adjusterId = 0; int superVisorId = 0; string adjusterClaimNumber = ""; string dateRecieved = ""; int ruleId = 0; string businessDescription = ""; string redFlagName = ""; string insuredName = ""; string adjusterName = ""; ClaimManager ClaimManagerObj = new ClaimManager(); Claim claimObj = new Claim(); claimObj = ClaimManagerObj.Get(claimId); if (claimObj != null && claimObj.AdjusterID != null) { adjusterId = Convert.ToInt32(claimObj.AdjusterID); } if (claimObj != null && claimObj.InsurerClaimNumber != null) { adjusterClaimNumber = claimObj.InsurerClaimNumber; } if (claimObj != null && claimObj.DateOpenedReported != null) { dateRecieved = Convert.ToString(claimObj.DateOpenedReported); } AdjusterMaster adjusterMasterObj = new AdjusterMaster(); if (claimObj != null) { adjusterMasterObj = claimObj.AdjusterMaster; } if (adjusterMasterObj != null && adjusterMasterObj.email != null) { adjusterEmail = Convert.ToString(adjusterMasterObj.email); } if (adjusterMasterObj != null && adjusterMasterObj.adjusterName != null) { adjusterName = Convert.ToString(adjusterMasterObj.adjusterName); } if (adjusterMasterObj != null && adjusterMasterObj.SupervisorID != null) { superVisorId = Convert.ToInt32(adjusterMasterObj.SupervisorID); } CRM.Data.Entities.SecUser secUserObj = new CRM.Data.Entities.SecUser(); secUserObj = getSecUser(superVisorId); insuredName = claimObj.LeadPolicy.Leads.insuredName; BusinessRuleManager BusinessRuleManagerObj = new BusinessRuleManager(); BusinessRule BusinessRuleObj = new BusinessRule(); BusinessRuleObj = BusinessRuleManagerObj.GetBusinessRule(BusinessRuleID); if (BusinessRuleObj.RuleID != null) { ruleId = Convert.ToInt32(BusinessRuleObj.RuleID); }; businessDescription = BusinessRuleObj.Description; CRM.Data.Entities.Rule ruleObj = new CRM.Data.Entities.Rule(); ruleObj = BusinessRuleManagerObj.GetRule(ruleId); redFlagName = ruleObj.RuleName; string encryptedClaimNumber = Core.SecurityManager.EncryptQueryString(claimId.ToString()); emailData.Add(adjusterEmail); emailData.Add(adjusterName); emailData.Add(secUserObj.Email); emailData.Add(secUserObj.UserName); emailData.Add(adjusterClaimNumber); emailData.Add(dateRecieved); emailData.Add(businessDescription); emailData.Add(redFlagName); emailData.Add(insuredName); emailData.Add(encryptedClaimNumber); return emailData; }
protected void btnSaveClaimService_Click(object sender, EventArgs e) { ClaimService claimService = null; ClaimComment diary = null; AdjusterMaster adjuster = null; Claim myClaim = null; CarrierInvoiceProfile CarrierInvoice = null; int userID = SessionHelper.getUserId(); int claimID = SessionHelper.getClaimID(); int id = 0; int myAdjusterID = 0; int profileID = 0; Page.Validate("service"); if (!Page.IsValid) return; id = Convert.ToInt32(ViewState["ClaimServiceID"]); //Get current claim info to pass through to emails ClaimManager cm = new ClaimManager(); myClaim = cm.Get(claimID); //AdjusterManager try { using (TransactionScope scope = new TransactionScope()) { using (ClaimServiceManager repository = new ClaimServiceManager()) { if (id == 0) { claimService = new ClaimService(); claimService.ClaimID = claimID; } else { claimService = repository.Get(id); } claimService.ServiceQty = this.txtServiceQty.Value == null ? 0 : Convert.ToDecimal(txtServiceQty.Value); claimService.ServiceDate = txtServiceDate.Date; claimService.ServiceDescription = txtServiceDescription.Text.Trim(); claimService.ServiceTypeID = Convert.ToInt32(this.ddlInvoiceServiceType.SelectedValue); claimService.UserID = userID; claimService.AdjusterID = Convert.ToInt32(hf_serviceAdjusterID.Value); claimService.Activity = ddlActivity.SelectedItem.Text; claimService.InternalComments = txtMyComments.Text.Trim(); claimService.IsBillable = cbIsBillable.Checked; claimService.Billed = false; //save to db claimService = repository.Save(claimService); //string EmailService = ddlInvoiceServiceType.SelectedItem.Text; //string EmailActivity = ddlActivity.SelectedItem.Text; //string EmailDescription = txtServiceDescription.Text; //string EmailInternal = txtMyComments.Text; //string EmailQuantity = txtServiceQty.Text; //string EmailDate = txtServiceDate.Text; } // diary diary = new ClaimComment(); diary.ClaimID = claimID; diary.CommentDate = DateTime.Now; diary.UserId = userID; diary.ActivityType = ddlActivity.SelectedItem.Text; diary.InternalComments = txtMyComments.Text.Trim(); diary.CommentText = string.Format("Service: {0}, Description: {1}, Date {2:MM/dd/yyyy}, Qty: {3:N2}, Adjuster: {4}", ddlInvoiceServiceType.SelectedItem.Text, claimService.ServiceDescription, claimService.ServiceDate, claimService.ServiceQty, txtServiceAdjuster.Text ); ClaimCommentManager.Save(diary); myAdjusterID = Convert.ToInt32(claimService.AdjusterID); //Convert.ToInt32(myClaim.AdjusterID); //EMAIL ADJUSTER OC 10/21/2014 if (myAdjusterID != 0 || myAdjusterID != null) { adjuster = AdjusterManager.GetAdjusterId(myAdjusterID); } if (cbEmailAdjuster.Checked == true) { try { notifyAdjuster(adjuster, claimService, 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, claimService, myClaim, adjuster); } catch (Exception ex) { lblMessage.Text = "Unable to send email to client contact"; lblMessage.CssClass = "error"; } } //EMAIL TO WHOMEVER if(txtEmailTo.Text != "") { try { notifySpecifiedUser(adjuster, claimService, myClaim); } catch (Exception ex) { lblMessage.Text = "Unable to send email to adjuster"; lblMessage.CssClass = "error"; } } scope.Complete(); } lblMessage.Text = "Service was saved successfully."; lblMessage.CssClass = "ok"; // keep edit form active lbtnNewClaimService_Click(null, null); // refresh grid gvClaimService.DataSource = loadClaimServices(claimID); gvClaimService.DataBind(); } catch (Exception ex) { Core.EmailHelper.emailError(ex); lblMessage.Text = "Unable to save claim service."; lblMessage.CssClass = "error"; } //send email to adjuster }
protected void bindData() { int claimID = 0; int clientID = 0; int policyID = 0; Claim claim = null; Leads lead = null; // get id for current lead claimID = Core.SessionHelper.getClaimID(); // get client id clientID = Core.SessionHelper.getClientId(); // get current policy policyID = Core.SessionHelper.getPolicyID(); using (ClaimManager repository = new ClaimManager()) { claim = repository.Get(claimID); } if (claim == null) return; // get lead/claim lead = claim.LeadPolicy.Leads; if (claim.LeadPolicy != null && claim.LeadPolicy.LeadPolicyType != null) { // get policy type lblPolicyType.Text = claim.LeadPolicy.LeadPolicyType.Description; } if (claim.LeadPolicy != null && claim.LeadPolicy != null) { // get policy number lblPolicyNumber.Text = claim.LeadPolicy.PolicyNumber; } // get insurer claim number lblInsurerClaimNumber.Text = claim.InsurerClaimNumber; // 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 ); } bindTimeExpenseForInvoice(claimID); }
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 getExceptionsForRule(int clientID, int ruleID) { string encryptedValue = null; string json = null; List<RuleExceptionView> ruleExceptions = null; using (RuleExceptionManager repository = new RuleExceptionManager()) { ruleExceptions = repository.GetByRuleID(clientID, ruleID); } if (ruleExceptions != null && ruleExceptions.Count > 0) { foreach (RuleExceptionView view in ruleExceptions) { if (view.UserID == null) view.UserName = "******"; switch (view.ObjectTypeID) { case (int)Globals.ObjectType.Invoice: Invoice invoice = InvoiceManager.GetByID((int)view.ObjectID); if (invoice != null) { encryptedValue = Core.SecurityManager.EncryptQueryString(view.ObjectID.ToString()); // add link to invoice page view.url = string.Format("<a class='link' href=\"javascript:PopupCenter('../Protected/LeadInvoice.aspx?q={0}');\">Invoice #{1}</a>", encryptedValue, invoice.InvoiceNumber); } break; case (int)Globals.ObjectType.Claim: using (ClaimManager repository = new ClaimManager()) { Claim claim = repository.Get((int)view.ObjectID); if (claim != null) { encryptedValue = Core.SecurityManager.EncryptQueryString(view.ObjectID.ToString()); // add link to claim page view.url = string.Format("<a class='link' href=\"javascript:PopupCenter('../Protected/ClaimEdit.aspx?id={0}');\">{1}</a>", encryptedValue, claim.LeadPolicy.Leads.insuredName); view.InsureClaim = claim.InsurerClaimNumber; Carrier CarrierObj = new Carrier(); if (claim.CarrierID != null) { CarrierObj = CarrierManager.GetByID(Convert.ToInt32(claim.CarrierID)); view.Carrier = CarrierObj.CarrierName; } } } break; default: break; } } } json = Newtonsoft.Json.JsonConvert.SerializeObject(ruleExceptions); return json; }
public static string SaveNotes(int claimID, string serviceQty, string serviceDate, string descp, string invoiceServiceType, int invoiceServiceTypeId, string serviceAdjuster, string serviceAdjustId, int leadID, string emailTo) { string json = ""; ClaimService claimService = null; ClaimComment diary = null; Leads objLeads = null; Claim objClaim = null; int userID = SessionHelper.getUserId(); try { using (TransactionScope scope = new TransactionScope()) { using (ClaimServiceManager repository = new ClaimServiceManager()) { claimService = new ClaimService(); claimService.ClaimID = claimID; claimService.ServiceQty = serviceQty == null ? 0 : Convert.ToDecimal(serviceQty); claimService.ServiceDate = Convert.ToDateTime(serviceDate); claimService.ServiceDescription = descp.Trim(); claimService.ServiceTypeID = Convert.ToInt32(invoiceServiceTypeId); claimService.UserID = userID; claimService.AdjusterID = Convert.ToInt32(serviceAdjustId); claimService = repository.Save(claimService); } // diary diary = new ClaimComment(); diary.ClaimID = claimID; diary.CommentDate = DateTime.Now; diary.UserId = userID; diary.ActivityType = "Service: " + invoiceServiceType; diary.CommentText = string.Format("Description: {0}, Date {1:MM/dd/yyyy h:mm}, Qty: {2:N2}, Adjuster: {3}", claimService.ServiceDescription, claimService.ServiceDate, claimService.ServiceQty, serviceAdjuster ); ClaimCommentManager.Save(diary); scope.Complete(); // SendNoteEmail(); } objLeads = LeadsManager.GetByLeadId(leadID); ClaimManager objClaimManager = new ClaimManager(); objClaim = objClaimManager.Get(claimID); string insuerFileId = objClaim.InsurerClaimNumber; string insurerName = objLeads.InsuredName; string claimNumber = objClaim.AdjusterClaimNumber; string userName = SessionHelper.getUserName(); SendNoteEmail(insuerFileId, insurerName, claimNumber, serviceAdjuster, descp.Trim(), userName, emailTo, serviceDate, serviceQty); json = "Service save successfully"; } catch (Exception ex) { Core.EmailHelper.emailError(ex); } return json; }