/// <summary>
/// returns the guid for a given loan_number, using Encompass's search function
/// </summary>
/// <param name="session">an active Encompass session</param>
/// <param name="loan_number">loan number of the loan</param>
/// <returns>the guid (as a string) or String.Empty if not found.</returns>
public static string GetGuidForLoanNumber(Session session, string loan_number)
{
StringFieldCriterion sfc = new StringFieldCriterion("Loan.LoanNumber", loan_number,
StringFieldMatchType.Exact, true);
LoanIdentityList loanList = session.Loans.Query(sfc);
string guid = String.Empty;
//Loan.LoanNumber SHOULD be unique, but there is a timing bug
//If multiple loans found, retun the last one
foreach (LoanIdentity id in loanList)
{
guid = id.Guid;
}
return(guid);
}
public static IList <string> LoansLastModifiedBetween(Session session, QueryCriterion criterion)
{
IList <string> loans = new List <string>();
try
{
LoanIdentityList loanList = session.Loans.Query(criterion);
foreach (LoanIdentity id in loanList)
{
loans.Add(id.Guid);
}
}
catch
{
//noop
}
return(loans);
}
/// <summary>
/// Entry point for the SDK Application
/// </summary>
static void Main(string[] args)
{
// Start the Encompass Session using a user's credentials
Session session = new Session();
session.Start(
String.Format("https://{0}.ea.elliemae.net${0}", ConfigurationManager.AppSettings["InstanceID"]),
ConfigurationManager.AppSettings["UserID"],
ConfigurationManager.AppSettings["Password"]
);
// Query for a Loan
StringFieldCriterion cri = new StringFieldCriterion()
{
FieldName = "Loan.LoanNumber",
Value = "1801EM000070"
};
// Run the query to get the Loan Identifier
LoanIdentityList loanIds = session.Loans.Query(cri);
if (loanIds.Count != 1)
{
Console.WriteLine("Loan number did not return a unique match");
return;
}
// Open and lock the Loan
string loanGuid = loanIds[0].Guid;
using (Loan loan = session.Loans.Open(loanGuid, true, true))
{
loan.Fields["1887"].Value = DateTime.Today;
loan.Commit();
loan.Unlock();
}
// Close the session
session.End();
}
public static void Main()
{
// Open the session to the remote server
Session session = new Session();
session.Start("myserver", "mary", "maryspwd");
// Build the query criterion for all loans that were opened this year
DateFieldCriterion dateCri = new DateFieldCriterion();
dateCri.FieldName = "Loan.DateFileOpened";
dateCri.Value = DateTime.Now;
dateCri.Precision = DateFieldMatchPrecision.Year;
// Perform the query to get the IDs of the loans
LoanIdentityList ids = session.Loans.Query(dateCri);
// Create a list of the specific fields we want to print from each loan.
// In this case, we'll select the Loan Amount and Interest Rate.
StringList fieldIds = new StringList();
fieldIds.Add("2"); // Loan Amount
fieldIds.Add("3"); // Rate
// For each loan, select the desired fields
foreach (LoanIdentity id in ids)
{
// Select the field values for the current loan
StringList fieldValues = session.Loans.SelectFields(id.Guid, fieldIds);
// Print out the returned values
Console.WriteLine("Fields for loan " + id.ToString());
Console.WriteLine("Amount: " + fieldValues[0]);
Console.WriteLine("Rate: " + fieldValues[1]);
}
// End the session to gracefully disconnect from the server
session.End();
}
private List <LoanActionResult> UnassignRole(IProgress <string> progress, Role roleSelected, List <string> loanNumbersToUnassign)
{
List <LoanActionResult> response = new List <LoanActionResult>();
int count = 0;
foreach (var loanNumber in loanNumbersToUnassign)
{
count++;
string loanProgress = $"{count}/{loanNumbersToUnassign.Count}. {loanNumber}.";
progress.Report($"{loanProgress} Searching for loan..");
var loanResult = new LoanActionResult()
{
WasSuccessful = true
};
try
{
StringFieldCriterion loanNumberCri = new StringFieldCriterion();
loanNumberCri.FieldName = "Loan.LoanNumber";
loanNumberCri.Value = loanNumber;
loanNumberCri.MatchType = StringFieldMatchType.Exact;
loanNumberCri.Include = true;
QueryCriterion fullQuery = loanNumberCri;
LoanIdentityList ids = EncompassApplication.Session.Loans.Query(fullQuery);
if (ids.Count == 0) // if no loans found
{
progress.Report($"{loanProgress} Cannot find loan.");
loanResult.Result = $"Cannot find loan";;
response.Add(loanResult);
// logger.Info((rowIndex - 1) + "/" + (rowCount - 1) + ". Cannot find loan number \"" + loanNumberCri + "\". Going to next.");
continue; // skip the remainder of this iteration
}
//logger.Info((rowIndex - 1) + "/" + (rowCount - 1) + ". Opening loan guid: " + ids[0].Guid);
progress.Report($"{loanProgress} Opening loan..");
Loan currentLoan = EncompassApplication.Session.Loans.Open(ids[0].Guid);
loanResult.LoanNumber = currentLoan.LoanNumber;
if (currentLoan.GetCurrentLocks().Count > 0)
{
string msg = $"Loan opened by {currentLoan.GetCurrentLock().LockedBy}";
progress.Report($"{loanProgress} {msg}");
loanResult.Result = msg;
response.Add(loanResult);
//loanSummaryCell.Value = $"Loan opened by {currentLoan.GetCurrentLock().LockedBy}";
currentLoan.Close();
continue;
}
currentLoan.Lock();
bool needToSaveLoan = false;
string userName = "";
foreach (LoanAssociate loanAssociate in currentLoan.Associates)
{
if (loanAssociate.WorkflowRole == roleSelected)
{
if (loanAssociate.User != null)
{
userName = loanAssociate.User.FullName;
loanAssociate.Unassign();
needToSaveLoan = true;
}
}
}
if (needToSaveLoan)
{
string msg = $"'{roleSelected.Name}' role successfully unassigned";
progress.Report($"{loanProgress} {msg}. Saving...");
currentLoan.Commit();
loanResult.Result = msg;
}
else
{
string msg = $"'{roleSelected.Name}' role not found on loan";
progress.Report($"{loanProgress} {msg}.");
loanResult.Result = msg;
}
currentLoan.Close();
}
catch (Exception ex)
{
loanResult.WasSuccessful = false;
progress.Report($"{loanProgress} ERROR HIT {ex.ToString()}.");
loanResult.ErrorMessage = ex.ToString();
}
response.Add(loanResult);
}
return(response);
}
private static void ConditionReport(string SellerID, string LimitedSet, string newFileName)
{
try
{
//login to server
Session session = new Session();
session.Start("https://be11147937.ea.elliemae.net$be11147937", "sdkreport", "CqR3Fdt3LTKwVKCr");
using (session)
{
//build loan query
DateFieldCriterion tpoSubmitted = new DateFieldCriterion();
tpoSubmitted.FieldName = "Fields.TPO.X90";
tpoSubmitted.Value = DateFieldCriterion.NonEmptyDate;
tpoSubmitted.MatchType = OrdinalFieldMatchType.Equals;
tpoSubmitted.Precision = DateFieldMatchPrecision.Exact;
StringFieldCriterion sellerID = new StringFieldCriterion();
sellerID.FieldName = "Fields.TPO.X15";
sellerID.Value = SellerID;
sellerID.MatchType = StringFieldMatchType.Exact;
if (SellerID.ToUpper().Equals("ALL"))
{
sellerID.Value = "";
sellerID.Include = false;
}
else { sellerID.Include = true; }
NumericFieldCriterion allCondCount = new NumericFieldCriterion();
allCondCount.FieldName = "Fields.UWC.ALLCOUNT";
allCondCount.Value = 0;
allCondCount.MatchType = OrdinalFieldMatchType.GreaterThan;
StringFieldCriterion msPurchaseAC = new StringFieldCriterion();
msPurchaseAC.FieldName = "Fields.Log.MS.Status.Purchase - AC";
msPurchaseAC.Value = "Achieved";
msPurchaseAC.MatchType = StringFieldMatchType.Contains;
msPurchaseAC.Include = false;
StringFieldCriterion loanFolder = new StringFieldCriterion();
loanFolder.FieldName = "Loan.LoanFolder";
loanFolder.Value = "Corr. Active";
loanFolder.MatchType = StringFieldMatchType.Exact;
loanFolder.Include = true;
QueryCriterion query = loanFolder.And(sellerID.And(allCondCount.And(tpoSubmitted.And(msPurchaseAC))));
//get loans
LoanIdentityList ids = session.Loans.Query(query);
Console.WriteLine("Found " + ids.Count + " loans");
if (ids.Count > 0)
{
//Found Loans build Excel file
FileInfo newFile = new FileInfo(@"output\" + newFileName);
if (newFile.Exists)
{
newFile.Delete();
newFile = new FileInfo(@"output\"+newFileName);
}
using (ExcelPackage package = new ExcelPackage(newFile))
{
//add a new worksheet
ExcelWorksheet worksheet = package.Workbook.Worksheets.Add("Conditions");
//write header row
worksheet.Cells["A1"].Value = "Seller Name";
worksheet.Cells["B1"].Value = "Seller Loan Num";
worksheet.Cells["C1"].Value = "DH Loan Num";
worksheet.Cells["D1"].Value = "Borrower Name";
worksheet.Cells["E1"].Value = "Property State";
worksheet.Cells["F1"].Value = "Loan Purpose";
worksheet.Cells["G1"].Value = "Occupancy";
worksheet.Cells["H1"].Value = "Last Finished Milestone";
worksheet.Cells["I1"].Value = "Last Finished Milestone Date";
worksheet.Cells["J1"].Value = "Date Condition Added";
worksheet.Cells["K1"].Value = "Condition Status";
worksheet.Cells["L1"].Value = "Condition Type";
worksheet.Cells["M1"].Value = "Condition Title";
worksheet.Cells["N1"].Value = "Condition Details";
worksheet.Cells["O1"].Value = "Added By";
worksheet.Cells["P1"].Value = "For Intenal Use";
worksheet.Cells["Q1"].Value = "For External Use";
int row = 2;
foreach (LoanIdentity id in ids)
{
Loan loan = session.Loans.Open(id.Guid);
LogUnderwritingConditions conds = loan.Log.UnderwritingConditions;
//we only want the report to contain loans with conditions
if (conds.Count > 0)
{
var ClosedList = new List<ConditionStatus> { (ConditionStatus)7, (ConditionStatus)8, (ConditionStatus)12 };
Console.WriteLine("Found " + conds.Count + " total conditions in Loan: " + loan.LoanNumber);
if (LimitedSet.ToUpper().Equals("LIMITED"))
{
Console.WriteLine("Only Pulling Open Conditions");
}
foreach (UnderwritingCondition cond in conds)
{
if (LimitedSet.ToUpper().Equals("ALL") || (!LimitedSet.ToUpper().Equals("ALL") && !ClosedList.Contains(cond.Status)))
{
//fill in row details here
worksheet.Cells[row, 1].Value = loan.Fields["TPO.X14"];
worksheet.Cells[row, 2].Value = loan.Fields["CX.DH.SELLERLOANNUM"];
worksheet.Cells[row, 3].Value = loan.Fields["364"];
worksheet.Cells[row, 4].Value = loan.Fields["4002"] + ", " + loan.Fields["4000"];
worksheet.Cells[row, 5].Value = loan.Fields["14"];
worksheet.Cells[row, 6].Value = loan.Fields["19"];
worksheet.Cells[row, 7].Value = loan.Fields["1811"];
worksheet.Cells[row, 8].Value = loan.Fields["LOG.MS.LASTCOMPLETED"];
worksheet.Cells[row, 9].Value = loan.Fields["MS.STATUSDATE"].ToDate().Date;
worksheet.Cells[row, 10].Value = cond.DateAdded.Date;
worksheet.Cells[row, 11].Value = cond.Status.ToString();
worksheet.Cells[row, 12].Value = cond.PriorTo.ToString();
worksheet.Cells[row, 13].Value = cond.Title.ToString();
worksheet.Cells[row, 14].Value = cond.Description.ToString().Replace("\"", "'");
worksheet.Cells[row, 15].Value = cond.AddedBy.ToString();
worksheet.Cells[row, 16].Value = cond.ForInternalUse.ToString();
worksheet.Cells[row, 17].Value = cond.ForExternalUse.ToString();
row++;
}
}
row++;
}
}
//format range as table
var range = worksheet.Cells[1, 1, row - 2, 17];
var xltable = worksheet.Tables.Add(range, null);
xltable.TableStyle = TableStyles.Medium14;
//finish up worksheet
worksheet.Cells.AutoFitColumns(0);
worksheet.Column(9).Style.Numberformat.Format = "m/d/yyyy";
worksheet.Column(10).Style.Numberformat.Format = "m/d/yyyy";
worksheet.Column(14).Style.WrapText = true;
worksheet.PrinterSettings.RepeatRows = worksheet.Cells["1:1"];
worksheet.View.PageLayoutView = false;
worksheet.View.PageLayoutView = false;
//finish up package
package.Save();
}
}
}
}
catch (Exception ex)
{
Console.WriteLine("Unknown Error:");
Console.WriteLine("\r\n\r\n{0}", ex);
}
} // End ConditionReport
