public async Task <Opportunity> CreateWorkflowAsync(Opportunity opportunity, string requestId = "")
{
try
{
// Set initial opportunity state
opportunity.Metadata.OpportunityState = OpportunityState.Creating;
// Remove empty sections from proposal document
var porposalSectionList = new List <DocumentSection>();
foreach (var item in opportunity.Content.ProposalDocument.Content.ProposalSectionList)
{
if (!String.IsNullOrEmpty(item.DisplayName))
{
porposalSectionList.Add(item);
}
}
opportunity.Content.ProposalDocument.Content.ProposalSectionList = porposalSectionList;
// Delete empty ChecklistItems
opportunity.Content.Checklists = await RemoveEmptyFromChecklistAsync(opportunity.Content.Checklists, requestId);
// Get Group id
var opportunityName = opportunity.DisplayName.Replace("'", "");
// Update status for team members & add them to team
var isLoanOfficerSelected = false; //if true, relationship manager status should be completed
var updatedTeamlist = new List <TeamMember>();
foreach (var item in opportunity.Content.TeamMembers)
{
//var groupID = group;
var userId = item.Id;
var oItem = item;
if (item.AssignedRole.DisplayName == "RelationshipManager")
{
oItem.Status = ActionStatus.InProgress;
}
else if (item.AssignedRole.DisplayName == "LoanOfficer")
{
if (!String.IsNullOrEmpty(item.Id))
{
isLoanOfficerSelected = true;
}
// Enable the code below if team will be created before the opportunity
//try
//{
// Guard.Against.NullOrEmpty(userId, "CreateWorkflowAsync_LoanOffier_Ups Null or empty", requestId);
// var responseJson = await _graphUserAppService.AddGroupOwnerAsync(userId, groupID);
//}
//catch (Exception ex)
//{
// _logger.LogError($"RequestId: {requestId} - userId: {userId} - AddGroupOwnerAsync error in CreateWorkflowAsync: {ex}");
//}
}
else
{
// Nothing for other members
}
updatedTeamlist.Add(oItem);
}
opportunity.Content.TeamMembers = updatedTeamlist;
// Update relationship manager status if loan officer has been selected
if (isLoanOfficerSelected)
{
updatedTeamlist = new List <TeamMember>();
foreach (var item in opportunity.Content.TeamMembers)
{
var prevItem = item;
if (item.AssignedRole.DisplayName == "RelationshipManager")
{
prevItem.Status = ActionStatus.Completed;
}
updatedTeamlist.Add(prevItem);
}
opportunity.Content.TeamMembers = updatedTeamlist;
}
// Update note created by (if one) and set it to relationship manager
if (opportunity.Content.Notes != null)
{
if (opportunity.Content.Notes?.Count > 0)
{
var currentUser = (_userContext.User.Claims).ToList().Find(x => x.Type == "preferred_username")?.Value;
var callerUser = await _userProfileRepository.GetItemByUpnAsync(currentUser, requestId);
if (callerUser != null)
{
opportunity.Content.Notes[0].CreatedBy = callerUser;
opportunity.Content.Notes[0].CreatedDateTime = DateTimeOffset.Now;
}
else
{
_logger.LogWarning($"RequestId: {requestId} - CreateWorkflowAsync can't find {currentUser} to set note created by");
}
}
}
// Send notification
// Define Sent To user profile
var loanOfficer = opportunity.Content.TeamMembers.ToList().Find(x => x.AssignedRole.DisplayName == "LoanOfficer");
if (loanOfficer != null)
{
try
{
_logger.LogInformation($"RequestId: {requestId} - CreateWorkflowAsync sendNotificationCardAsync new opportunity notification.");
var sendAccount = UserProfile.Empty;
sendAccount.Id = loanOfficer.Id;
sendAccount.DisplayName = loanOfficer.DisplayName;
sendAccount.Fields.UserPrincipalName = loanOfficer.Fields.UserPrincipalName;
var sendNotificationCard = await _cardNotificationService.sendNotificationCardAsync(opportunity, sendAccount, $"New opportunity {opportunity.DisplayName} has been assigned to ", requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - CreateWorkflowAsync sendNotificationCardAsync Action error: {ex}");
}
}
// wave 1 notifination
if (loanOfficer != null)
{
var sendTo = loanOfficer.Fields.Mail ?? loanOfficer.Fields.UserPrincipalName;
var relManager = opportunity.Content.TeamMembers.ToList().Find(x => x.AssignedRole.DisplayName == "RelationshipManager");
if (relManager != null)
{
var notification = new Notification
{
Id = String.Empty,
Title = "New opportunity '" + opportunity.DisplayName + "' has been assigned to you.",
Fields = new NotificationFields
{
Message = "Please go to your dashboard or teams to view the new opportunity.",
SentFrom = relManager.Fields.Mail ?? relManager.Fields.UserPrincipalName,
SentTo = sendTo
}
};
// ensure opportunity creation does not fail due to an error in creating and sending te notification
try
{
var respCreateNotification = await _notificationRepository.CreateItemAsync(notification, requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - CreateWorkflowAsync CreateNotification Action error: {ex}");
}
}
}
return(opportunity);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - CreateWorkflowAsync Service Exception: {ex}");
throw new ResponseException($"RequestId: {requestId} - CreateWorkflowAsync Service Exception: {ex}");
}
}
public async Task <Opportunity> UpdateWorkflowAsync(Opportunity opportunity, string requestId = "")
{
try
{
if (opportunity.Content.Template != null)
{
if (opportunity.Content.Template.ProcessList != null)
{
if (opportunity.Content.Template.ProcessList.Count() > 1)
{
if (!opportunity.TemplateLoaded)
{
opportunity = await _teamChannelService.CreateWorkflowAsync(opportunity, requestId);
opportunity.Metadata.OpportunityState = OpportunityState.InProgress;
}
opportunity = await _memberService.CreateWorkflowAsync(opportunity, requestId);
}
bool checklistPass = false;
foreach (var item in opportunity.Content.Template.ProcessList)
{
if (item.ProcessType.ToLower() == "checklisttab" && checklistPass == false)
{
opportunity = await _checkListProcessService.UpdateWorkflowAsync(opportunity, requestId);
checklistPass = true;
}
else if (item.ProcessType.ToLower() == "customerdecisiontab")
{
opportunity = await _customerDecisionProcessService.UpdateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessType.ToLower() == "customerfeedbacktab")
{
opportunity = await _customerFeedbackProcessService.UpdateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessType.ToLower() == "proposalstatustab")
{
opportunity = await _proposalStatusProcessService.UpdateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessStep.ToLower() == "start process")
{
opportunity = await _startProcessService.UpdateWorkflowAsync(opportunity, requestId);
}
}
}
}
else
{
_logger.LogError($"RequestId: {requestId} - CreateWorkflowAsync Service Exception");
throw new AccessDeniedException($"RequestId: {requestId} - CreateWorkflowAsync Service Exception");
}
try
{
opportunity = await MoveTempFileToTeamAsync(opportunity, requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - UpdateWorkflowAsync_MoveTempFileToTeam Service Exception: {ex}");
}
try
{
opportunity = await _dashboardService.UpdateWorkflowAsync(opportunity, requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - UpdateWorkflowAsync_dashboardservice Service Exception: {ex}");
}
var initialState = opportunity.Metadata.OpportunityState;
_logger.LogInformation($"RequestId: {requestId} - UpdateWorkflowAsync initialState: {initialState.Name} - {opportunity.Metadata.OpportunityState.Name}");
if (initialState.Value != opportunity.Metadata.OpportunityState.Value)
{
try
{
_logger.LogInformation($"RequestId: {requestId} - CreateWorkflowAsync sendNotificationCardAsync opportunity state change notification.");
var sendTo = UserProfile.Empty;
var sendNotificationCard = await _cardNotificationService.sendNotificationCardAsync(opportunity, sendTo, $"Opportunity state for {opportunity.DisplayName} has been changed to {opportunity.Metadata.OpportunityState.Name}", requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - CreateWorkflowAsync sendNotificationCardAsync OpportunityState error: {ex}");
}
}
return(opportunity);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - UpdateWorkflowAsync Service Exception: {ex}");
throw new ResponseException($"RequestId: {requestId} - UpdateWorkflowAsync Service Exception: {ex}");
}
}
public async Task <Opportunity> CreateWorkflowAsync(Opportunity opportunity, string requestId = "")
{
try
{
// Set initial opportunity state
opportunity.Metadata.OpportunityState = OpportunityState.Creating;
// Remove empty sections from proposal document
opportunity.Content.ProposalDocument.Content.ProposalSectionList = opportunity.Content.ProposalDocument.Content.ProposalSectionList.Where(x => !string.IsNullOrWhiteSpace(x.DisplayName)).ToList();
// Delete empty ChecklistItems
opportunity.Content.Checklists = opportunity.Content.Checklists.Where(x => x.ChecklistTaskList.Any(y => !string.IsNullOrWhiteSpace(y.Id) && !string.IsNullOrWhiteSpace(y.ChecklistItem))).ToList();
//Granular Access : Start
_logger.LogError($"RequestId: {requestId} - Opportunityfactory_UpdateItemAsync CheckAccess CreateItemAsync");
// QUESTION:
// When an opportunity is created the DealType.ProcessList is always null, then why do we have the IF below, this is done in the UpdateWorkflowAsync
if (opportunity.Content.DealType.ProcessList != null)
{
//create team and channels
if (await GroupIdCheckAsync(opportunity.DisplayName, requestId))
{
await CreateTeamAndChannelsAsync(opportunity, requestId);
}
if (StatusCodes.Status200OK == await _authorizationService.CheckAccessFactoryAsync(PermissionNeededTo.DealTypeWrite, requestId) ||
await _authorizationService.CheckAccessInOpportunityAsync(opportunity, PermissionNeededTo.Write, requestId))
{
bool checklistPass = false;
foreach (var item in opportunity.Content.DealType.ProcessList)
{
if (item.ProcessType.ToLower() == "checklisttab" && checklistPass == false)
{
//DashBoard Create call Start.
await UpdateDashBoardEntryAsync(opportunity, requestId);
//DashBoard Create call End.
opportunity = await _checkListProcessService.CreateWorkflowAsync(opportunity, requestId);
checklistPass = true;
}
else if (item.ProcessType.ToLower() == "customerdecisiontab")
{
opportunity = await _customerDecisionProcessService.CreateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessType.ToLower() == "proposalstatustab")
{
opportunity = await _proposalStatusProcessService.CreateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessStep.ToLower() == "start process")
{
opportunity = await _startProcessService.CreateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessStep.ToLower() == "new opportunity")
{
opportunity = await _newOpportunityProcessService.CreateWorkflowAsync(opportunity, requestId);
}
}
}
else
{
if (opportunity.Content.DealType != null)
{
_logger.LogError($"RequestId: {requestId} - CreateWorkflowAsync Service Exception");
throw new AccessDeniedException($"RequestId: {requestId} - CreateWorkflowAsync Service Exception");
}
}
}
// Update note created by (if one) and set it to relationship manager
if (opportunity.Content.Notes?.Count > 0)
{
var currentUser = (_userContext.User.Claims).ToList().Find(x => x.Type == "preferred_username")?.Value;
var callerUser = await _userProfileRepository.GetItemByUpnAsync(currentUser, requestId);
if (callerUser != null)
{
opportunity.Content.Notes[0].CreatedBy = callerUser;
opportunity.Content.Notes[0].CreatedDateTime = DateTimeOffset.Now;
}
else
{
_logger.LogWarning($"RequestId: {requestId} - CreateWorkflowAsync can't find {currentUser} to set note created by");
}
}
//Adding RelationShipManager and LoanOfficer into ProposalManager Team
dynamic jsonDyn = null;
foreach (var item in opportunity.Content.TeamMembers.Where(item => item.AssignedRole.DisplayName.Equals("LoanOfficer", StringComparison.OrdinalIgnoreCase) ||
item.AssignedRole.DisplayName.Equals("RelationshipManager", StringComparison.OrdinalIgnoreCase)))
{
try
{
if (jsonDyn == null)
{
var options = new List <QueryParam>()
{
new QueryParam("filter", $"startswith(displayName,'{_appOptions.GeneralProposalManagementTeam}')")
};
jsonDyn = await _graphUserAppService.GetGroupAsync(options, "", requestId);
}
if (!string.IsNullOrEmpty(jsonDyn.value[0].id.ToString()) && !string.IsNullOrEmpty(item.Fields.UserPrincipalName))
{
try
{
var groupID = jsonDyn.value[0].id.ToString();
Guard.Against.NullOrEmpty(item.Id, $"OpportunityFactorty_{item.AssignedRole.DisplayName} Id NullOrEmpty", requestId);
await _graphUserAppService.AddGroupMemberAsync(item.Id, groupID, requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - userId: {item.Id} - OpportunityFactorty_AddGroupMemberAsync_{item.AssignedRole.DisplayName} error in CreateWorkflowAsync: {ex}");
}
}
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - userId: {item.Id} - OpportunityFactorty_AddGroupMemberAsync_{item.AssignedRole.DisplayName} error in CreateWorkflowAsync: {ex}");
}
// Send notification
// Define Sent To user profile
if (item.AssignedRole.DisplayName.Equals("LoanOfficer", StringComparison.OrdinalIgnoreCase))
{
try
{
_logger.LogInformation($"RequestId: {requestId} - CreateWorkflowAsync sendNotificationCardAsync new opportunity notification.");
var sendAccount = UserProfile.Empty;
sendAccount.Id = item.Id;
sendAccount.DisplayName = item.DisplayName;
sendAccount.Fields.UserPrincipalName = item.Fields.UserPrincipalName;
await _cardNotificationService.sendNotificationCardAsync(opportunity, sendAccount, $"New opportunity {opportunity.DisplayName} has been assigned to ", requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - CreateWorkflowAsync sendNotificationCardAsync Action error: {ex}");
}
}
}
return(opportunity);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - CreateWorkflowAsync Service Exception: {ex}");
throw new ResponseException($"RequestId: {requestId} - CreateWorkflowAsync Service Exception: {ex}");
}
}
