private static async Task BorrowerPairsTest(IEncompassRestClient client, Loan loan, string loanId, ILoanApis loanApis)
{
try
{
var borrowerPairs = await loanApis.BorrowerPairs.GetBorrowerPairsAsync();
Assert.AreEqual($@"{{""encompassId"":""{loan.EncompassId}""}}", loan.ToString(SerializationOptions.Dirty));
Assert.AreEqual(0, loan.Applications.Count);
var application = new Application();
var applicationId = await loanApis.BorrowerPairs.CreateBorrowerPairAsync(application);
Assert.AreEqual($@"{{""encompassId"":""{loan.EncompassId}""}}", loan.ToString(SerializationOptions.Dirty));
Assert.AreEqual(0, loan.Applications.Count);
var newApplication = new Application {
Id = applicationId, ApplicationSignedDate = DateTime.Now.AddDays(2)
};
await loanApis.BorrowerPairs.UpdateBorrowerPairAsync(newApplication);
Assert.AreEqual($@"{{""encompassId"":""{loan.EncompassId}""}}", loan.ToString(SerializationOptions.Dirty));
Assert.AreEqual(0, loan.Applications.Count);
Assert.IsTrue(await loanApis.BorrowerPairs.DeleteBorrowerPairAsync(applicationId));
Assert.AreEqual($@"{{""encompassId"":""{loan.EncompassId}""}}", loan.ToString(SerializationOptions.Dirty));
Assert.AreEqual(0, loan.Applications.Count);
}
finally
{
try
{
await client.Loans.DeleteLoanAsync(loanId);
}
catch
{
}
}
}
/// <summary>
/// Refreshes the custom fields cache.
/// </summary>
/// <param name="client">The client to use to retrieve the custom fields.</param>
/// <param name="cancellationToken">The token to monitor for cancellation requests. The default value is <see cref="CancellationToken.None"/>.</param>
/// <returns></returns>
public async Task RefreshCustomFieldsAsync(IEncompassRestClient client, CancellationToken cancellationToken = default)
{
Preconditions.NotNull(client, nameof(client));
var retrievedCustomFields = new Dictionary <string, FieldDescriptor>(StringComparer.OrdinalIgnoreCase);
var customFieldsList = await client.Settings.Loan.CustomFields.GetCustomFieldsAsync(cancellationToken).ConfigureAwait(false);
foreach (var customField in customFieldsList)
{
var modelPath = $"Loan.CustomFields[(FieldName == '{customField.Id}')].StringValue";
retrievedCustomFields[customField.Id !] = new NonStandardFieldDescriptor(customField.Id !, LoanFieldDescriptors.CreateModelPath(modelPath) !, modelPath, customField.Description !, customField.Format, customField.Options?.Select(o => new FieldOption(o)).ToList(), false);
/// <summary>
/// Refreshes the custom fields cache.
/// </summary>
/// <param name="client">The client to use to retrieve the custom fields.</param>
/// <param name="cancellationToken">The token to monitor for cancellation requests. The default value is <see cref="CancellationToken.None"/>.</param>
/// <returns></returns>
public async Task RefreshCustomFieldsAsync(IEncompassRestClient client, CancellationToken cancellationToken = default)
{
Preconditions.NotNull(client, nameof(client));
var retrievedCustomFields = new Dictionary <string, FieldDescriptor>(StringComparer.OrdinalIgnoreCase);
var customFieldsList = await client.Settings.Loan.CustomFields.GetCustomFieldsAsync(cancellationToken).ConfigureAwait(false);
foreach (var customField in customFieldsList)
{
var modelPath = $"Loan.CustomFields[(FieldName == '{customField.Id}')].StringValue";
retrievedCustomFields[customField.Id] = new NonStandardFieldDescriptor(customField.Id, LoanFieldDescriptors.CreateModelPath(modelPath), modelPath, customField.Description, customField.Format, customField.Options?.Select(o => new FieldOption(o)).ToList(), false);
}
var customFields = _customFields;
foreach (var pair in customFields)
{
if (retrievedCustomFields.TryGetValue(pair.Key, out var descriptor))
{
customFields[pair.Key] = descriptor;
retrievedCustomFields.Remove(pair.Key);
}
else
{
customFields.TryRemove(pair.Key, out _);
}
}
foreach (var pair in retrievedCustomFields)
{
customFields[pair.Key] = pair.Value;
}
CustomFieldsLastRefreshedUtc = DateTime.UtcNow;
}
/// <summary>
/// Refreshes the standard fields cache.
/// </summary>
/// <param name="client">The client to use to retrieve the standard fields.</param>
/// <param name="cancellationToken">The token to monitor for cancellation requests. The default value is <see cref="CancellationToken.None"/>.</param>
/// <returns></returns>
public static async Task RefreshStandardFieldsAsync(IEncompassRestClient client, CancellationToken cancellationToken = default)
{
Preconditions.NotNull(client, nameof(client));
var entityTypes = (await client.Schema.GetLoanSchemaAsync(includeFieldExtensions: true, cancellationToken).ConfigureAwait(false)).EntityTypes;
var loanEntitySchema = entityTypes["Loan"];
var fields = new Dictionary <string, StandardFieldInfo>(StringComparer.OrdinalIgnoreCase);
var fieldPatterns = new Dictionary <string, StandardFieldInfo>(StringComparer.OrdinalIgnoreCase)
{
{ "CX.{0}", new StandardFieldInfo("CX.{0}", "Loan.CustomFields[(FieldName == 'CX.{0}')].StringValue")
{
Format = LoanFieldFormat.STRING
} },
{ "CUST{0:00}FV", new StandardFieldInfo("CUST{0:00}FV", "Loan.CustomFields[(FieldName == 'CUST{0:00}FV')].StringValue")
{
Format = LoanFieldFormat.STRING
} }
};
PopulateFieldMappings("Loan", "Loan", null, loanEntitySchema, null, entityTypes, fields, fieldPatterns, extendedFieldInfo: true, null, null, null);
foreach (var pair in FieldMappings._standardFields)
{
var fieldId = pair.Key;
var currentDescriptor = pair.Value;
if (fields.TryGetValue(fieldId, out var fieldInfo))
{
fields.Remove(fieldId);
if ((!string.IsNullOrEmpty(fieldInfo.Description) && currentDescriptor.Description != fieldInfo.Description) || currentDescriptor.ReadOnly != (fieldInfo.ReadOnly == true) || (!string.Equals(currentDescriptor.ModelPath, fieldInfo.ModelPath, StringComparison.OrdinalIgnoreCase) && !string.Equals(currentDescriptor.ModelPath, CreateModelPath(fieldInfo.ModelPath) !.ToString(), StringComparison.OrdinalIgnoreCase)))
{
var modelPath = CreateModelPath(string.Equals(currentDescriptor.ModelPath, fieldInfo.ModelPath, StringComparison.OrdinalIgnoreCase) ? currentDescriptor.ModelPath : fieldInfo.ModelPath) !;
var modelPathString = modelPath.ToString();
var descriptor = new NonStandardFieldDescriptor(fieldInfo.FieldId, modelPath, modelPathString, fieldInfo.Description, fieldInfo.Format, fieldInfo.Options, fieldInfo.ReadOnly == true);
FieldMappings._standardFields[fieldId] = descriptor;
}
}
else if (!currentDescriptor._userAdded)
{
FieldMappings._standardFields.TryRemove(fieldId, out _);
}
}
foreach (var pair in fields)
{
var fieldInfo = pair.Value;
var modelPath = CreateModelPath(fieldInfo.ModelPath) !;
var modelPathString = modelPath.ToString();
var descriptor = new NonStandardFieldDescriptor(fieldInfo.FieldId, modelPath, modelPathString, fieldInfo.Description, fieldInfo.Format, fieldInfo.Options, fieldInfo.ReadOnly == true);
FieldMappings.AddField(descriptor);
}
foreach (var pair in FieldPatternMappings._standardFieldPatterns)
{
var fieldPattern = pair.Key;
var currentDescriptor = pair.Value;
if (fieldPatterns.TryGetValue(fieldPattern, out var fieldInfo))
{
fieldPatterns.Remove(fieldPattern);
if (!string.Equals(currentDescriptor.ModelPath, fieldInfo.ModelPath, StringComparison.OrdinalIgnoreCase) || currentDescriptor.ReadOnly != (fieldInfo.ReadOnly == true))
{
var modelPathPattern = string.Equals(currentDescriptor.ModelPath, fieldInfo.ModelPath, StringComparison.OrdinalIgnoreCase) ? currentDescriptor.ModelPath : fieldInfo.ModelPath;
var descriptor = new NonStandardFieldDescriptor(fieldInfo.FieldId, CreateModelPath(string.Format(modelPathPattern, 1)) !, modelPathPattern, currentDescriptor.Description, fieldInfo.Format, fieldInfo.Options, fieldInfo.ReadOnly == true, multiInstance: true);
FieldPatternMappings._standardFieldPatterns[fieldPattern] = descriptor;
}
}
else if (!currentDescriptor._userAdded)
{
FieldPatternMappings._standardFieldPatterns.TryRemove(fieldPattern, out _);
}
}
foreach (var pair in fieldPatterns)
{
var fieldInfo = pair.Value;
var modelPathPattern = fieldInfo.ModelPath;
var descriptor = new NonStandardFieldDescriptor(fieldInfo.FieldId, CreateModelPath(string.Format(modelPathPattern, 1)) !, modelPathPattern, fieldInfo.Description, fieldInfo.Format, fieldInfo.Options, fieldInfo.ReadOnly == true, multiInstance: true);
FieldPatternMappings.AddField(descriptor);
}
StandardFieldsLastRefreshedUtc = DateTime.UtcNow;
}
/// <summary>
/// Initializes the export job object with the specified <paramref name="client"/>. This allows the use of the Refresh and Download methods.
/// </summary>
/// <param name="client"></param>
public void Initialize(IEncompassRestClient client)
{
Preconditions.NotNull(client, nameof(client));
Client = client;
}