private void LoadRelatedLoaList(AssignLoanInfoViewModel assignLoanInfoViewModel, UserAccount user, BasicLoanData loan, Guid loanId, int?contactId = null, Boolean?isLoa = null)
{
Guid companyId = Guid.Empty;
int channelId = 0;
int divisionId = 0;
if (assignLoanInfoViewModel.CompanyId != null && assignLoanInfoViewModel.CompanyId != "-1" && assignLoanInfoViewModel.CompanyId != "0")
{
companyId = Guid.Parse(assignLoanInfoViewModel.CompanyId);
}
if (assignLoanInfoViewModel.ChannelId > 0)
{
channelId = assignLoanInfoViewModel.ChannelId;
}
if (assignLoanInfoViewModel.DivisionId > 0)
{
divisionId = assignLoanInfoViewModel.DivisionId;
}
var loaList = UserAccountServiceFacade.RetrieveLOAInfo(companyId, channelId, divisionId, assignLoanInfoViewModel.BranchId, true);
if (loaList != null && !loaList.Any(d => d.ConciergeName == "Select One"))
{
loaList.Insert(0, new ConciergeInfo()
{
NMLSNumber = "", ConciergeName = "Select One", UserAccountId = 0
});
}
assignLoanInfoViewModel.LoaList = loaList;
}
private void LoadCallCenterList(AssignLoanInfoViewModel assignLoanInfoViewModel, BasicLoanData loan)
{
assignLoanInfoViewModel.CallCenterInfoList = new Collection <CallCenterInfo>();
// Get Call Center/Loan Processor Officers
var callCenterInfos = UserAccountServiceFacade.RetrieveCallCenterInfo();
if (callCenterInfos != null)
{
callCenterInfos = new Collection <CallCenterInfo>(callCenterInfos.OrderBy(l => l.CallCenterName).ToList());
callCenterInfos.Insert(0, new CallCenterInfo()
{
UserAccountId = 0, CallCenterName = "Select One"
});
assignLoanInfoViewModel.CallCenterInfoList = callCenterInfos;
}
if (loan != null)
{
if (loan.CallCenterId != null && loan.CallCenterId != -1)
{
assignLoanInfoViewModel.SelectedCallCenter = assignLoanInfoViewModel.CallCenterInfoList.FirstOrDefault(c => c.UserAccountId.Equals(loan.CallCenterId)).UserAccountId.ToString();
}
}
}
private void LoadCompanies(AssignLoanInfoViewModel assignLoanInfoViewModel)
{
if (assignLoanInfoViewModel.Companies != null)
{
assignLoanInfoViewModel.Companies.Clear();
}
else
{
assignLoanInfoViewModel.Companies = new List <DropDownItem>();
}
if (!assignLoanInfoViewModel.Companies.Any(c => c.Text.Equals(ViewAllItem.Text)))
{
assignLoanInfoViewModel.Companies.Add(ViewAllItem);
}
if (!assignLoanInfoViewModel.Channels.Any(ch => ch.Text.Equals(ViewAllItem.Text)))
{
assignLoanInfoViewModel.Channels.Add(ViewAllItem);
}
if (!assignLoanInfoViewModel.Divisions.Any(d => d.Text.Equals(ViewAllItem.Text)))
{
assignLoanInfoViewModel.Divisions.Add(ViewAllItem);
}
if (!assignLoanInfoViewModel.Branches.Any(b => b.Text.Equals(ViewAllItem.Text)))
{
assignLoanInfoViewModel.Branches.Add(ViewAllItem);
}
// for administrator role, we need to fetch all companies from the system
var companies = MML.Web.Facade.UserAccountServiceFacade.GetAllCompanies();
if (companies == null)
{
return;
}
DropDownItem item = null;
foreach (Company c in companies.OrderBy(c => c.Name))
{
item = new DropDownItem();
item.Value = c.CompanyId.ToString();
item.Text = c.Name;
assignLoanInfoViewModel.Companies.Add(item);
}
if (assignLoanInfoViewModel.CompanyId == null || assignLoanInfoViewModel.CompanyId == "-1" || assignLoanInfoViewModel.CompanyId == "0" || assignLoanInfoViewModel.CompanyId == Guid.Empty.ToString())
{
CompanyProfile companyProfile = CompanyProfileServiceFacade.RetrieveCompanyProfile();
if (companyProfile != null)
{
assignLoanInfoViewModel.CompanyId = companyProfile.CompanyProfileId.ToString();
}
}
}
public Boolean SaveAssignInfo(AssignLoanInfoViewModel assignLoanInfoViewModel)
{
UserAccount user = null;
if (Session[SessionHelper.UserData] != null)
{
user = ( UserAccount )Session[SessionHelper.UserData];
}
try
{
var loaId = assignLoanInfoViewModel.LoaId.HasValue ? assignLoanInfoViewModel.LoaId.Value : -1;
var conciergeId = assignLoanInfoViewModel.ConciergeId.HasValue ? assignLoanInfoViewModel.ConciergeId.Value : -1;
var callCenterId = assignLoanInfoViewModel.CallCenterId.HasValue ? assignLoanInfoViewModel.CallCenterId.Value : -1;
Guid companyId = Guid.Empty;
if (!String.IsNullOrEmpty(assignLoanInfoViewModel.CompanyId))
{
Guid.TryParse(assignLoanInfoViewModel.CompanyId, out companyId);
}
int loanNumber;
bool isLoanNumberAssigned = int.TryParse(assignLoanInfoViewModel.LoanNumber, out loanNumber) && loanNumber > 0;
if (user != null && !isLoanNumberAssigned)
{
string loanNum = LoanServiceFacade.RetrieveLoanNumber(assignLoanInfoViewModel.LoanId, user.UserAccountId);
isLoanNumberAssigned = int.TryParse(loanNum, out loanNumber) && loanNumber > 0;
}
bool isSubmited = LoanServiceFacade.AssignConciergeLoanNumberAndLOA(assignLoanInfoViewModel.LoanId, conciergeId, assignLoanInfoViewModel.LoanNumber, assignLoanInfoViewModel.ConciergeNMLS, companyId, assignLoanInfoViewModel.ChannelId, assignLoanInfoViewModel.DivisionId, assignLoanInfoViewModel.BranchId, assignLoanInfoViewModel.EnableDigitalDocsCall, user.UserAccountId, loaId, callCenterId);
if (isSubmited)
{
int losFolderId = int.Parse(assignLoanInfoViewModel.LosFolder);
isSubmited = LoanServiceFacade.UpdateLosFolderId(assignLoanInfoViewModel.LoanId, losFolderId, user.UserAccountId);
}
if (isSubmited)
{
isSubmited = ActivitiesServiceFacade.ExecuteActivityRulesConcierge(ActivitiesServiceFacade.RetrieveActivity(assignLoanInfoViewModel.LoanId, ActivityType.CompleteLoanApplication, user.UserAccountId).Id,
ActivityStatus.Completed, ActivityMode.None, false, ActionIntent.LoanNoAndConciergeAssigned, user.Party.Id, user.UserAccountId, loanNumberAlreadyAssigned: isLoanNumberAssigned);
}
return(isSubmited);
}
catch (Exception exception)
{
TraceHelper.Error(TraceCategory.Global, "ExportToLOS::LosFolderUpdated", exception, assignLoanInfoViewModel.LoanId, user != null ? user.UserAccountId : -1);
return(false);
}
}
private void LoadBranches(AssignLoanInfoViewModel assignLoanInfoViewModel)
{
if (assignLoanInfoViewModel.DivisionId > 0)
{
var result = UserAccountServiceFacade.GetBranches(assignLoanInfoViewModel.DivisionId);
if (result != null)
{
foreach (Branch branch in result.OrderBy(r => r.Name))
{
assignLoanInfoViewModel.Branches.Add(new DropDownItem()
{
Text = branch.Name,
Value = branch.BranchId.ToString(),
Selected = (branch.BranchId == assignLoanInfoViewModel.BranchId)
});
}
}
}
}
private void LoadDivisions(AssignLoanInfoViewModel assignLoanInfoViewModel)
{
if (assignLoanInfoViewModel.ChannelId > 0)
{
var result = UserAccountServiceFacade.GetDivisions(assignLoanInfoViewModel.ChannelId);
if (result != null)
{
foreach (Division division in result.OrderBy(r => r.DivisionName))
{
assignLoanInfoViewModel.Divisions.Add(new DropDownItem()
{
Text = division.DivisionName,
Value = division.DivisionId.ToString(),
Selected = false
});
}
}
}
}
private void LoadRelatedConciergeList(AssignLoanInfoViewModel assignLoanInfoViewModel, UserAccount user, BasicLoanData loan, Guid loanId, int?contactId = null, Boolean?isLoa = null)
{
Guid companyId = Guid.Empty;
int channelId = 0;
int divisionId = 0;
if (assignLoanInfoViewModel.CompanyId != null && assignLoanInfoViewModel.CompanyId != "-1" && assignLoanInfoViewModel.CompanyId != "0")
{
companyId = Guid.Parse(assignLoanInfoViewModel.CompanyId);
}
if (assignLoanInfoViewModel.ChannelId > 0)
{
channelId = assignLoanInfoViewModel.ChannelId;
}
if (assignLoanInfoViewModel.DivisionId > 0)
{
divisionId = assignLoanInfoViewModel.DivisionId;
}
var conciergeList = !WebCommonHelper.LicensingEnabled() ?
UserAccountServiceFacade.RetrieveConciergeInfo(null, null, null, null, companyId, channelId, divisionId, assignLoanInfoViewModel.BranchId) :
UserAccountServiceFacade.RetrieveConciergeInfo(loanId, null, isLoa, user.UserAccountId, companyId, channelId, divisionId, assignLoanInfoViewModel.BranchId);
if (conciergeList != null)
{
conciergeList.Insert(0, new ConciergeInfo()
{
NMLSNumber = "", ConciergeName = "Select One", UserAccountId = 0
});
}
assignLoanInfoViewModel.ConciergeList = conciergeList;
if (loan != null)
{
assignLoanInfoViewModel.ConciergeNMLS =
conciergeList.FirstOrDefault(d => d.UserAccountId.Equals(loan.ConciergeId)) != null
? conciergeList.FirstOrDefault(d => d.UserAccountId.Equals(loan.ConciergeId)).NMLSNumber
: "";
}
}
private void LoadChannels(AssignLoanInfoViewModel assignLoanInfoViewModel)
{
if (assignLoanInfoViewModel.CompanyId != null && assignLoanInfoViewModel.CompanyId != "-1" && assignLoanInfoViewModel.CompanyId != "0" && assignLoanInfoViewModel.CompanyId != Guid.Empty.ToString())
{
Guid companyId = Guid.Empty;
companyId = Guid.Parse(assignLoanInfoViewModel.CompanyId);
var result = UserAccountServiceFacade.GetChannels(companyId);
if (result != null)
{
foreach (Channel channel in result.OrderBy(r => r.Name))
{
assignLoanInfoViewModel.Channels.Add(new DropDownItem()
{
Text = channel.Name,
Value = channel.ChannelId.ToString(),
Selected = false
});
}
}
}
}
public override void Execute()
{
base.Execute();
UserAccount user;
if (base.HttpContext.Session[SessionHelper.UserData] != null && (( UserAccount )base.HttpContext.Session[SessionHelper.UserData]).Username == base.HttpContext.User.Identity.Name)
{
user = ( UserAccount )base.HttpContext.Session[SessionHelper.UserData];
}
else
{
user = UserAccountServiceFacade.GetUserByName(base.HttpContext.User.Identity.Name);
}
if (user == null)
{
throw new InvalidOperationException("User is null");
}
AssignLoanInfoViewModel assignLoanInfoViewModel = null;
if ((base.HttpContext != null) && (base.HttpContext.Session[SessionHelper.AssignLoanInfo] != null))
{
assignLoanInfoViewModel = new AssignLoanInfoViewModel().FromXml(base.HttpContext.Session[SessionHelper.AssignLoanInfo].ToString());
}
else
{
// possible state retrieval?
assignLoanInfoViewModel = new AssignLoanInfoViewModel();
}
/* parameter processing */
Guid branchId = Guid.Empty;
if (!InputParameters.ContainsKey("BranchId"))
{
throw new ArgumentException("BranchId was expected!");
}
if (InputParameters["BranchId"].ToString() != "-1" && InputParameters["BranchId"].ToString() != "0")
{
branchId = Guid.Parse(InputParameters["BranchId"].ToString());
}
assignLoanInfoViewModel.BranchId = branchId;
assignLoanInfoViewModel.ConciergeList.Clear();
assignLoanInfoViewModel.ConciergeId = null;
var isLoa = false;
if (user.Roles != null && user.Roles.Any(r => r.RoleName == RoleName.LoanOfficerAssistant && r.IsActive))
{
isLoa = true;
}
/* Command processing */
Guid _compId;
Guid.TryParse(assignLoanInfoViewModel.CompanyId, out _compId);
var conciergeList = !WebCommonHelper.LicensingEnabled() ?
UserAccountServiceFacade.RetrieveConciergeInfo(null, null, null, null, _compId, assignLoanInfoViewModel.ChannelId, assignLoanInfoViewModel.DivisionId, assignLoanInfoViewModel.BranchId) :
UserAccountServiceFacade.RetrieveConciergeInfo(assignLoanInfoViewModel.LoanId, null, isLoa, user.UserAccountId, _compId, assignLoanInfoViewModel.ChannelId, assignLoanInfoViewModel.DivisionId, assignLoanInfoViewModel.BranchId);
if (conciergeList != null && !conciergeList.Any(d => d.ConciergeName == "Select One"))
{
conciergeList.Insert(0, new ConciergeInfo()
{
NMLSNumber = "", ConciergeName = "Select One", UserAccountId = 0
});
}
assignLoanInfoViewModel.ConciergeList = conciergeList;
var loaList = UserAccountServiceFacade.RetrieveLOAInfo(_compId, assignLoanInfoViewModel.ChannelId, assignLoanInfoViewModel.DivisionId, assignLoanInfoViewModel.BranchId, true);
if (loaList != null && !loaList.Any(d => d.ConciergeName == "Select One"))
{
loaList.Insert(0, new ConciergeInfo()
{
NMLSNumber = "", ConciergeName = "Select One", UserAccountId = 0
});
}
assignLoanInfoViewModel.LoaList = loaList;
ViewName = "_assignloaninfo";
ViewData = assignLoanInfoViewModel;
/* Persist new state */
base.HttpContext.Session[SessionHelper.AssignLoanInfo] = assignLoanInfoViewModel.ToXml();
//base.HttpContext.Session[ SessionHelper.UserAccountIds ] = new List<int>();
}
public void Execute()
{
//bool hasPrivilegeForManagingQueues = ( base.HttpContext.Session[ SessionHelper.PrivilegeForManagingQueues ] is bool && ( bool )base.HttpContext.Session[ SessionHelper.PrivilegeForManagingQueues ] );
if (!InputParameters.ContainsKey("LoanId"))
{
throw new ArgumentException("LoanId value was expected!");
}
Guid loanId = Guid.Parse(InputParameters["LoanId"].ToString().TrimEnd());
UserAccount user = null;
if (_httpContext.Session[SessionHelper.UserData] != null)
{
user = ( UserAccount )_httpContext.Session[SessionHelper.UserData];
}
BasicLoanData loan = LoanServiceFacade.RetrieveBasicLoanData(loanId, user.UserAccountId);
var assignLoanInfoViewModel = new AssignLoanInfoViewModel {
LosFolders = new List <LosFolder>()
};
bool importToLosInProgress = LoanServiceFacade.ImportToFNMInProgress(loanId);
Boolean userCanChangeLoanNumber = UserAccountServiceFacade.IsUserAuthorizedForAction(user.UserAccountId, ActionCategory.ChangeLoanNumber);
if (loan != null)
{
assignLoanInfoViewModel = new AssignLoanInfoViewModel
{
ConciergeId = loan.ConciergeId,
EnableDigitalDocsCall = loan.EnableDigitalDocsCall,
LoanId = loan.LoanId,
LoanNumber = loan.LoanNumber,
LoaId = loan.LoaId,
LosFolders = LoanServiceFacade.RetrieveLosFolders(user.UserAccountId).OrderBy(l => l.FolderName).ToList(),
ImportToLosInProgress = importToLosInProgress,
UserCanChangeLoanNumber = userCanChangeLoanNumber,
CompanyId = loan.CompanyId != Guid.Empty ? loan.CompanyId.ToString() : "0",
ChannelId = loan.ChannelId != null ? (Int32)loan.ChannelId : 0,
DivisionId = loan.DivisionId != null ? (Int32)loan.DivisionId : 0,
BranchId = loan.BranchId != Guid.Empty ? ( Guid )loan.BranchId : Guid.Empty,
CallCenterId = loan.CallCenterId
};
}
var losFolder = LoanServiceFacade.RetrieveLosFolder(loanId, user.UserAccountId);
if (!String.IsNullOrEmpty(losFolder))
{
assignLoanInfoViewModel.LosFolder = losFolder;
}
else
{
String defaultLosFolder = LoanServiceFacade.RetrieveDefaultLosFolder(user.UserAccountId);
if (!String.IsNullOrEmpty(defaultLosFolder))
{
assignLoanInfoViewModel.LosFolder = defaultLosFolder;
}
}
var isLoa = false;
if (user.Roles != null && user.Roles.Any(r => r.RoleName == RoleName.LoanOfficerAssistant && r.IsActive))
{
isLoa = true;
}
LoadCompanies(assignLoanInfoViewModel);
LoadChannels(assignLoanInfoViewModel);
LoadDivisions(assignLoanInfoViewModel);
LoadBranches(assignLoanInfoViewModel);
LoadRelatedConciergeList(assignLoanInfoViewModel, user, loan, loanId, null, isLoa);
LoadRelatedLoaList(assignLoanInfoViewModel, user, loan, loanId, null, isLoa);
LoadCallCenterList(assignLoanInfoViewModel, loan);
if (user.Roles.Any(r => r.RoleName.Equals(RoleName.Administrator)))
{
//base.HttpContext.Session[ SessionHelper.UserAccountIds ] = null;
// start filling user filters by loading companies
}
else if (user.Roles.Any(r => r.RoleName.Equals(RoleName.BranchManager)) || user.Roles.Any(r => r.RoleName.Equals(RoleName.TeamLeader)))
{
// load only related users
//LoadRelatedUsers( assignLoanInfoViewModel, base.User );
}
var currentStep = LoanServiceFacade.RetrieveCurrentActivityNameAndLoanStatus(loanId, user.UserAccountId);
assignLoanInfoViewModel.EnableDownload = (currentStep != null ? currentStep.PositionIndex > 1 : false);
var urlaDeliveryMethod = new List <DropDownItem>();
urlaDeliveryMethod.Add(new DropDownItem()
{
Selected = true, Text = "FannieMae32", Value = "0"
});
urlaDeliveryMethod.Add(new DropDownItem()
{
Selected = false, Text = "Mismo23", Value = "1"
});
assignLoanInfoViewModel.DownloadLink = String.Format("/Downloader.axd?documentType=urla&loanId={0}&selectedFormatValue=0", _httpContext.Server.UrlEncode(EncryptionHelper.EncryptRijndael(loanId.ToString(), EncriptionKeys.Default)));
assignLoanInfoViewModel.UrlaDeliveryMethod = urlaDeliveryMethod;
if (currentStep != null)
{
assignLoanInfoViewModel.ActivityName = currentStep.ActivityName;
}
var leadSourceInformation = LoanServiceFacade.RetrieveHearAboutUs(loanId);
if (leadSourceInformation != null)
{
if (leadSourceInformation.AffinityGroup == Contracts.Affiliate.AffinityGroup.PartnersProfiles)
{
if (leadSourceInformation.HBMId != null && leadSourceInformation.HBMId != Guid.Empty)
{
assignLoanInfoViewModel.LeadSourceInformation = leadSourceInformation.LeadSourceId + " Realtor-HBM";
}
else
{
assignLoanInfoViewModel.LeadSourceInformation = leadSourceInformation.LeadSourceId + " Realtor";
}
}
else
{
assignLoanInfoViewModel.LeadSourceInformation = leadSourceInformation.LeadSourceId + " " + leadSourceInformation.Description;
}
}
assignLoanInfoViewModel.TitleInformation = ConciergeWorkQueueServiceFacade.ExecuteSPGetBorrowerData("GetBorrowerData", loanId, user.UserAccountId);
_viewName = "_assignloaninfo";
_viewModel = assignLoanInfoViewModel;
/* Persist new state */
HttpContext.Session[SessionHelper.AssignLoanInfo] = assignLoanInfoViewModel.ToXml();
}
