private void WriteLoanHTML(string address, clsLoan.State status, System.IO.StreamWriter streamWriter, List <clsDocumentRecord> documentRecords, List <clsDocument.Type> docTypes)
{
streamWriter.WriteLine("<tr>");
streamWriter.WriteLine("<td align=\"left\">" + address + "</td>");
streamWriter.WriteLine("<td align=\"left\">" + status.ToString() + "</td>");
// loop through document types checking for docstatus given loan status
foreach (clsDocument.Type t in Enum.GetValues(typeof(clsDocument.Type)))
{
string[] docStatus = DocStatus(status, documentRecords, docTypes, t);
streamWriter.Write("<td id=" + docStatus[0] + ">");
streamWriter.Write(docStatus[1]);
streamWriter.WriteLine("</td>");
}
streamWriter.WriteLine("</tr>");
streamWriter.Flush();
}
private void WriteLoanStatusHTML(int loanID, DateTime dtAsOf, System.IO.StreamWriter sw, List <double> totals, string rowIDName)
{
clsEntity titleHolder;
clsEntity coBorrower;
clsEntity titleCompany;
int totalsIndex = 0;
double value;
clsLoan loan = new clsLoan(loanID).LoanAsOf(dtAsOf);
titleHolder = new clsEntity(loan.TitleHolderID());
titleCompany = new clsEntity(loan.TitleCompanyID());
coBorrower = new clsEntity(loan.CoBorrowerID());
clsLoan.State eStatus = loan.Status();
sw.WriteLine("<tr ID=" + rowIDName + ">");
sw.Write("<td align=\"left\">" + loan.Property().Address() + "</td>");
if (eStatus.ToString().Length > 10)
{
sw.Write("<td align=\"left\">" + eStatus.ToString().ToUpper().Substring(0, 10) + "</td>");
}
else
{
sw.Write("<td align=\"left\">" + eStatus.ToString().ToUpper() + "</td>");
}
if (eStatus == clsLoan.State.Cancelled)
{
for (int i = 0; i < 16; i++)
{
sw.Write("<td></td>");
totalsIndex++;
}
}
else
{
if (loan.Status() == clsLoan.State.Sold)
{
for (int i = 0; i < 3; i++)
{
sw.Write("<td></td>");
totalsIndex++;
}
if (loan.AccruedAdditionalInterest(dtAsOf) > 0D)
{
value = loan.AccruedAdditionalInterest(dtAsOf);
totals[totalsIndex] += value;
sw.Write("<td align=\"right\">" + value + "</td>");
}
for (int i = 0; i < 3; i++)
{
sw.Write("<td></td>");
totalsIndex++;
}
value = loan.PrincipalPaid(dtAsOf);
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.InterestPaid(dtAsOf);
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.PointsPaid(dtAsOf);
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.AdditionalInterestPaid(dtAsOf);
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.Return(false);
sw.Write("<td align=\"right\">" + value.ToString("#0.00%") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.IRR(false);
sw.Write("<td align=\"right\">" + value.ToString("#0.00%") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
}
else if (loan.Status() == clsLoan.State.PartiallySold)
{
value = loan.Balance(dtAsOf);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
value = loan.AccruedInterest(dtAsOf);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
value = loan.ProjectedHardInterest();
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
value = loan.AccruedAdditionalInterest(dtAsOf);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value + "</td>");
value = loan.Return(false);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#0.00%") + "</td>");
value = loan.IRR(false);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#0.00%") + "</td>");
value = loan.PrincipalPaid(dtAsOf);
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.InterestPaid(dtAsOf);
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.PointsPaid(dtAsOf);
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.AdditionalInterestPaid(dtAsOf);
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.Return(false);
sw.Write("<td align=\"right\">" + value.ToString("#0.00%") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
value = loan.IRR(false);
sw.Write("<td align=\"right\">" + value.ToString("#0.00%") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
}
else
{
value = loan.Balance(dtAsOf);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
value = loan.AccruedInterest(dtAsOf);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
value = loan.ProjectedHardInterest();
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
value = loan.ProjectedAdditionalInterest(dtAsOf);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
value = loan.Return(false);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#0.00%") + "</td>");
value = loan.IRR(false);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#0.00%") + "</td>");
for (int i = 0; i < 2; i++)
{
sw.Write("<td></td>");
totalsIndex++;
}
value = loan.PointsPaid(dtAsOf);
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
totals[totalsIndex] += value;
totalsIndex++;
for (int i = 0; i < 3; i++)
{
sw.Write("<td></td>");
totalsIndex++;
}
}
value = loan.RehabRemain(dtAsOf);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
value = loan.RehabSpent(dtAsOf);
totals[totalsIndex] += value;
totalsIndex++;
sw.Write("<td align=\"right\">" + value.ToString("#,##0.00") + "</td>");
sw.Write("<td align=\"right\">" + loan.SaleDate().ToShortDateString() + "</td>");
sw.Write("<td align=\"right\">" + loan.OriginationDate().ToShortDateString() + "</td>");
sw.Write("<td align=\"right\">" + (loan.SaleDate() - loan.OriginationDate()).TotalDays.ToString() + "</td>");
}
sw.Write("<td>" + titleHolder.Name() + "</td>");
sw.Write("<td>" + coBorrower.Name() + "</td>");
sw.Write("<td>" + titleCompany.Name() + "</td>");
sw.Write("<td>" + loan.Rate().ToString("#0.00%") + "</td>");
sw.Write("<td>" + loan.PenaltyRate().ToString("#0.00%") + "</td>");
sw.Write("<td>" + (loan.Points() * 0.01).ToString("#0.00%") + "</td>");
sw.Write("<td>" + loan.ProfitSplit().ToString("#0.00%") + "</td>");
sw.Write("<td>" + loan.OriginationDate().ToShortDateString() + "</td>");
sw.Write("<td>" + loan.MaturityDate().ToShortDateString() + "</td>");
sw.Write("<td>" + loan.GrossReturn(false).ToString("#0.00%") + "</td>");
sw.Write("<td>" + loan.GrossReturn(true).ToString("#0.00%") + "</td>");
sw.Write("<td>" + loan.Return(true).ToString("#0.00%") + "</td>");
sw.Write("<td>" + loan.IRR(true).ToString("#0.00%") + "</td>");
sw.Write("<td>" + loan.FirstRehabEstimate().ToString("#,##0.00") + "</td>");
sw.WriteLine();
sw.WriteLine("</tr>");
sw.Flush();
}
private void WriteLoan(int loanID, DateTime dtAsOf, System.IO.StreamWriter sw)
{
clsEntity titleHolder;
clsEntity coBorrower;
clsEntity titleCompany;
clsLoan loan = new clsLoan(loanID).LoanAsOf(dtAsOf);
titleHolder = new clsEntity(loan.TitleHolderID());
titleCompany = new clsEntity(loan.TitleCompanyID());
coBorrower = new clsEntity(loan.CoBorrowerID());
clsLoan.State eStatus = loan.Status();
sw.Write(loan.Property().Address() + ",");
sw.Write(eStatus.ToString().ToUpper() + ",");
if (eStatus == clsLoan.State.Cancelled)
{
sw.Write(",,,,,,,,,,,,,,,,");
}
else
{
if (loan.Status() == clsLoan.State.Sold)
{
sw.Write(",,,");
if (loan.AccruedAdditionalInterest(dtAsOf) > 0D)
{
sw.Write(loan.AccruedAdditionalInterest(dtAsOf));
}
sw.Write(",,,");
sw.Write(loan.PrincipalPaid(dtAsOf).ToString() + ",");
sw.Write(loan.InterestPaid(dtAsOf).ToString() + ",");
sw.Write(loan.AdditionalInterestPaid(dtAsOf).ToString() + ",");
sw.Write(loan.Return(false).ToString() + ",");
sw.Write(loan.IRR(false).ToString() + ",");
}
else if (loan.Status() == clsLoan.State.PartiallySold)
{
sw.Write(loan.Balance(dtAsOf).ToString() + ",");
sw.Write(loan.AccruedInterest(dtAsOf).ToString() + ",");
sw.Write(loan.ProjectedHardInterest().ToString() + ",");
if (loan.AccruedAdditionalInterest(dtAsOf) > 0D)
{
sw.Write(loan.AccruedAdditionalInterest(dtAsOf));
}
sw.Write(",");
sw.Write(loan.Return(false).ToString() + ",");
sw.Write(loan.IRR(false).ToString() + ",");
sw.Write(loan.PrincipalPaid(dtAsOf).ToString() + ",");
sw.Write(loan.InterestPaid(dtAsOf).ToString() + ",");
sw.Write(loan.AdditionalInterestPaid(dtAsOf).ToString() + ",");
sw.Write(loan.Return(false).ToString() + ",");
sw.Write(loan.IRR(false).ToString() + ",");
}
else
{
sw.Write(loan.Balance(dtAsOf).ToString() + ",");
sw.Write(loan.AccruedInterest(dtAsOf).ToString() + ",");
sw.Write(loan.ProjectedHardInterest().ToString() + ",");
sw.Write(loan.ProjectedAdditionalInterest(dtAsOf).ToString() + ",");
sw.Write(loan.Return(false).ToString() + ",");
sw.Write(loan.IRR(false).ToString() + ",");
sw.Write(",,,,,");
}
sw.Write(loan.RehabRemain(dtAsOf).ToString() + ",");
sw.Write(loan.RehabSpent(dtAsOf).ToString() + ",");
sw.Write(loan.SaleDate().ToShortDateString() + ",");
sw.Write(loan.OriginationDate().ToShortDateString() + ",");
sw.Write((loan.SaleDate() - loan.OriginationDate()).TotalDays.ToString() + ",");
}
sw.Write(titleHolder.Name() + ",");
sw.Write(coBorrower.Name() + ",");
sw.Write(titleCompany.Name() + ",");
sw.Write(loan.Rate().ToString() + ",");
sw.Write(loan.PenaltyRate().ToString() + ",");
sw.Write(loan.OriginationDate().ToShortDateString() + ",");
sw.Write(loan.MaturityDate().ToShortDateString() + ",");
sw.Write(loan.GrossReturn(false).ToString() + ",");
sw.Write(loan.GrossReturn(true).ToString() + ",");
sw.Write(loan.Return(true).ToString() + ",");
sw.Write(loan.IRR(true).ToString() + ",");
sw.Write(loan.FirstRehabEstimate().ToString() + ",");
sw.WriteLine();
sw.Flush();
}
private string DocStatus(clsLoan.State loanStatus, List <clsDocumentRecord> documentRecords, List <clsDocument.Type> docTypes)
{
clsDocumentRecord.Transmission TAny = clsDocumentRecord.Transmission.Unknown;
clsDocumentRecord.Status SAny = clsDocumentRecord.Status.Unkown;
int EAny = -1;
bool red = false;
bool yellow = false;
bool green = false;
// if Pending Acquisition or Later
if ((loanStatus == clsLoan.State.PendingAcquisition) ||
(loanStatus == clsLoan.State.Listed) ||
(loanStatus == clsLoan.State.Rehab) ||
(loanStatus == clsLoan.State.PendingSale) ||
(loanStatus == clsLoan.State.Sold))
{
if (!DocListContains(documentRecords, docTypes, clsDocument.Type.Calculator, TAny, SAny, EAny, this.lenderID))
{
red = true;
}
else if (!DocListContains(documentRecords, docTypes, clsDocument.Type.BPO, TAny, SAny, EAny, this.lenderID))
{
yellow = true;
}
else if (!((DocListContains(documentRecords, docTypes, clsDocument.Type.Mortgage, TAny, SAny, this.lenderID, EAny)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.PurchaseStatement, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.EscrowInstructionLetter, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.EscrowInstructionLetter, TAny, clsDocumentRecord.Status.Executed, this.lenderID, EAny)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.ClosingProtectionLetter, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.TitleCommitment, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.TitleWork, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.ProFormaLenderPolicy, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.RehabBid, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.HomeownersInsurance, TAny, SAny, EAny, this.lenderID))))
{
green = true;
}
}
// if Acquired or Later
if ((loanStatus == clsLoan.State.Listed) ||
(loanStatus == clsLoan.State.Rehab) ||
(loanStatus == clsLoan.State.PendingSale) ||
(loanStatus == clsLoan.State.Sold))
{
if (!((DocListContains(documentRecords, docTypes, clsDocument.Type.ProFormaLenderPolicy, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.ClosingProtectionLetter, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.EscrowInstructionLetter, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.PurchaseStatement, clsDocumentRecord.Transmission.Electronic, clsDocumentRecord.Status.Executed, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.Mortgage, clsDocumentRecord.Transmission.Electronic, clsDocumentRecord.Status.Executed, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.PurchaseStatement, clsDocumentRecord.Transmission.Electronic, clsDocumentRecord.Status.Executed, this.lenderID, EAny)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.Mortgage, clsDocumentRecord.Transmission.Electronic, clsDocumentRecord.Status.Executed, this.lenderID, EAny))))
{
red = true;
}
else if (!((DocListContains(documentRecords, docTypes, clsDocument.Type.RehabBid, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.HomeownersInsurance, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.TitleCommitment, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.TitleWork, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.Mortgage, clsDocumentRecord.Transmission.Post, clsDocumentRecord.Status.Executed, EAny, this.lenderID))))
{
yellow = true;
}
}
// if Under Contract to Sell or Sold
if ((loanStatus == clsLoan.State.PendingSale) ||
(loanStatus == clsLoan.State.Sold))
{
if (!((DocListContains(documentRecords, docTypes, clsDocument.Type.SaleContract, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.LoanPayoffLetter, TAny, SAny, this.lenderID, EAny))))
{
green = true;
}
}
// if Sold
if (loanStatus == clsLoan.State.Sold)
{
if (!DocListContains(documentRecords, docTypes, clsDocument.Type.SaleContract, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID))
{
red = true;
}
else if (!((DocListContains(documentRecords, docTypes, clsDocument.Type.Discharge, clsDocumentRecord.Transmission.Post, clsDocumentRecord.Status.Notarized, this.lenderID, EAny)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.SaleStatement, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.SaleStatement, TAny, clsDocumentRecord.Status.Executed, this.lenderID, EAny)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.ProfitStatement, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.ProfitStatement, TAny, SAny, this.lenderID, EAny))
))
{
green = true;
}
}
string docstatus = "COMPLETE";
if (red)
{
docstatus = "MUSTHAVE";
}
else if (yellow)
{
docstatus = "SHOULDHAVE";
}
else if (green)
{
docstatus = "TODO";
}
return(docstatus);
}
private string[] DocStatus(clsLoan.State loanStatus, List <clsDocumentRecord> documentRecords, List <clsDocument.Type> docTypes, clsDocument.Type docType)
{
bool orange = false;
bool red = false;
bool yellow = false;
bool green = false;
clsDocumentRecord.Transmission TAny = clsDocumentRecord.Transmission.Unknown;
clsDocumentRecord.Status SAny = clsDocumentRecord.Status.Unkown;
int EAny = -1;
string reason = " ";
///////////////////////////////////////////////////////////////////////////////////
// Pending Acquisition or Later
///////////////////////////////////////////////////////////////////////////////////
if ((loanStatus == clsLoan.State.PendingAcquisition) ||
(loanStatus == clsLoan.State.Listed) ||
(loanStatus == clsLoan.State.Rehab) ||
(loanStatus == clsLoan.State.PendingSale) ||
(loanStatus == clsLoan.State.Sold))
{
switch (docType)
{
//RED
case clsDocument.Type.Calculator:
if (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, EAny, this.lenderID))
{
red = true;
reason = "!r";
}
break;
//YELLOW
case clsDocument.Type.BPO:
if (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, EAny, this.lenderID))
{
reason = "!r";
yellow = true;
}
break;
//GREEN
case clsDocument.Type.TitleCommitment:
case clsDocument.Type.TitleWork:
case clsDocument.Type.ProFormaLenderPolicy:
case clsDocument.Type.RehabBid:
case clsDocument.Type.HomeownersInsurance:
case clsDocument.Type.PurchaseStatement:
if (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, EAny, this.lenderID))
{
reason = "!r";
green = true;
}
break;
//case clsDocument.Type.Mortgage:
//if (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, this.lenderID, EAny))
// green = true;
//break;
case clsDocument.Type.ClosingProtectionLetter:
if (!DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID))
{
reason = "!R";
green = true;
}
break;
case clsDocument.Type.EscrowInstructionLetter:
if (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, this.lenderID, EAny))
{
reason = "!s";
green = true;
}
else if (!DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID))
{
reason = "!R";
green = true;
}
break;
}
}
///////////////////////////////////////////////////////////////////////////////////
// Acquired or Later
///////////////////////////////////////////////////////////////////////////////////
if ((loanStatus == clsLoan.State.Listed) ||
(loanStatus == clsLoan.State.Rehab) ||
(loanStatus == clsLoan.State.PendingSale) ||
(loanStatus == clsLoan.State.Sold))
{
switch (docType)
{
//RED OR ORANGE
case clsDocument.Type.ProFormaLenderPolicy:
case clsDocument.Type.ClosingProtectionLetter:
if (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, EAny, this.lenderID))
{
reason = "!r";
red = true;
}
break;
case clsDocument.Type.EscrowInstructionLetter:
case clsDocument.Type.Mortgage: // no requirement to send executed mortgage to fund admin
if (!DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID))
{
if (DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Unkown, EAny, this.lenderID))
{
reason = "U!R";
orange = true;
}
else
{
reason = "!R";
red = true;
}
}
break;
case clsDocument.Type.PurchaseStatement:
if (!DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID))
{
if (DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Unkown, EAny, this.lenderID))
{
reason = "U!R";
orange = true;
}
else
{
reason = "!R";
red = true;
}
}
else if (!DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Executed, this.lenderID, EAny))
{
if (DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Unkown, this.lenderID, EAny))
{
reason = "U!S";
orange = true;
}
else
{
reason = "!S";
red = true;
}
}
break;
//YELLOW
case clsDocument.Type.RehabBid:
case clsDocument.Type.HomeownersInsurance:
case clsDocument.Type.TitleWork:
case clsDocument.Type.TitleCommitment:
if (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, EAny, this.lenderID))
{
reason = "!r";
yellow = true;
}
break;
}
if ((!red) && (!orange) && (!yellow) && (docType == clsDocument.Type.Mortgage) &&
(!DocListContains(documentRecords, docTypes, docType, clsDocumentRecord.Transmission.Post, clsDocumentRecord.Status.Executed, EAny, this.lenderID)))
{
reason = "!RP";
yellow = true;
}
}
///////////////////////////////////////////////////////////////////////////////////
// Pending Sale or Sold
///////////////////////////////////////////////////////////////////////////////////
if ((loanStatus == clsLoan.State.PendingSale) ||
(loanStatus == clsLoan.State.Sold))
{
if ((!red) && (!yellow) && (!green))
{
if ((docType == clsDocument.Type.SaleContract) && (!DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID)))
{
reason = "!R";
green = true;
}
else if ((docType == clsDocument.Type.LoanPayoffLetter) && (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, this.lenderID, EAny)))
{
reason = "!s";
green = true;
}
}
}
///////////////////////////////////////////////////////////////////////////////////
// Sold
///////////////////////////////////////////////////////////////////////////////////
if (loanStatus == clsLoan.State.Sold)
{
if (!red)
{
if ((docType == clsDocument.Type.SaleContract) && (!DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID)))
{
reason = "!R";
yellow = true;
}
else if ((!yellow) && (!green))
{
if ((docType == clsDocument.Type.Discharge) &&
(!DocListContains(documentRecords, docTypes, docType, clsDocumentRecord.Transmission.Post, clsDocumentRecord.Status.Notarized, this.lenderID, EAny)))
{
reason = "!SN";
green = true;
}
else if (docType == clsDocument.Type.SaleStatement)
{
if (!DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Executed, this.lenderID, EAny))
{
reason = "!S";
green = true;
}
else if (!DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID))
{
reason = "!R";
green = true;
}
}
else if (docType == clsDocument.Type.ProfitStatement)
{
if (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, this.lenderID, EAny))
{
reason = "!s";
green = true;
}
else if (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, EAny, this.lenderID))
{
reason = "!r";
green = true;
}
}
}
}
}
// calculate return value
string[] docstatus = new string[2];
if (orange)
{
docstatus[0] = "MIGHTHAVE";
}
else if (red)
{
docstatus[0] = "MUSTHAVE";
}
else if (yellow)
{
docstatus[0] = "SHOULDHAVE";
}
else if (green)
{
docstatus[0] = "TODO";
}
else
{
docstatus[0] = "COMPLETE";
}
docstatus[1] = reason;
return(docstatus);
}
partial void StatusChosen(NSComboBox sender)
{
this.statusFilter = (clsLoan.State)((int)this.StatusComboBox.SelectedIndex);
this.UpdateAddressList();
}
public clsLoan.State Status()
{
// takes the current status of a Loan - does not look forward or back
// Use LoanAsOf.Status() to do that
// public enum State { Unknown, Cancelled, PendingAcquisition, Rehab, Listed, PendingSale, Sold }
clsLoan.State s = clsLoan.State.Unknown;
bool bAllExpired = true;
bool bRehabRemains = false;
bool bSaleScheduled = false;
if (this.cfCashflows.Count != 0)
{
foreach (clsCashflow cf in this.cfCashflows)
{
if (cf.Actual())
{
bAllExpired = false;
if ((cf.TypeID() == clsCashflow.Type.AcquisitionPrice) && (s == clsLoan.State.Unknown))
{
s = clsLoan.State.Rehab;
}
else if (cf.TypeID() == clsCashflow.Type.Principal)
{
s = clsLoan.State.Sold;
}
else if (cf.TypeID() == clsCashflow.Type.InterestHard)
{
s = clsLoan.State.Sold;
}
else if (cf.TypeID() == clsCashflow.Type.InterestAdditional)
{
s = clsLoan.State.Sold;
}
else if (cf.TypeID() == clsCashflow.Type.NetDispositionProj)
{
// iff we do a loan as of a future date, after it's projected disposition, and no current sale is scheduled
s = clsLoan.State.Sold;
}
}
else if (cf.DeleteDate().Year == DateTime.MaxValue.Year) // not deleted, but not yet actual
{
bAllExpired = false;
if (cf.TypeID() == clsCashflow.Type.RehabDraw)
{
bRehabRemains = true;
}
else if (cf.TypeID() == clsCashflow.Type.Principal)
{
bSaleScheduled = true;
}
}
}
if (bAllExpired)
{
s = clsLoan.State.Cancelled;
}
else if (bSaleScheduled)
{
s = clsLoan.State.PendingSale;
}
else if ((!bRehabRemains) && (s != clsLoan.State.Sold))
{
s = clsLoan.State.Listed;
}
else if (s == clsLoan.State.Unknown)
{
s = clsLoan.State.PendingAcquisition;
}
return(s);
}
else
{
return(clsLoan.State.Cancelled);
}
}
