public static async Task <MasterSideLetterContent> GenerateMasterSideLetterContentAsync(this MasterSideLetterDataAccess dataAccess, int fundId, IList <int> fundInvestorIds)
{
var msl = new MasterSideLetterContent();
msl.Fund = await dataAccess.QueryFirstOrDefaultAsync <Fund>("select * from v_Fund where Id = @fundId", new { fundId });
var fundInvestorIndex = new Dictionary <int, FundInvestor>();
var provisions = await dataAccess.QueryAsync <Provision>("select * from v_Provision where FundInvestorId in @fundInvestorIds and ProvisionType is not null", new { fundInvestorIds });
var provisionTypeGroups = provisions.OrderBy(p => p.ProvisionType).GroupBy(p => p.ProvisionType);
foreach (var provisionTypeGroup in provisionTypeGroups)
{
var provisionTypeSection = new MasterSideLetterContent.ProvisionTypeSection
{
ProvisionType = provisionTypeGroup.Key
};
var contentGroups = provisionTypeGroup.GroupBy(c => NormalizeContent(c.Content)).OrderByDescending(g => g.Count());
foreach (var contentGroup in contentGroups)
{
var provisionSection = new MasterSideLetterContent.ProvisionSection
{
Content = contentGroup.First().Content
};
foreach (var provision in contentGroup)
{
FundInvestor fundInvestor;
if (fundInvestorIndex.ContainsKey(provision.FundInvestorId))
{
fundInvestor = fundInvestorIndex[provision.FundInvestorId];
}
else
{
fundInvestor = new FundInvestor
{
Id = provision.FundInvestorId,
FundId = provision.FundId,
FundName = provision.FundName,
FundSponsorName = provision.FundSponsorName,
FundBusinessUnitName = provision.FundBusinessUnitName,
FundStrategyName = provision.FundStrategyName,
FundYear = provision.FundYear,
FundSize = provision.FundSize,
InvestorId = provision.InvestorId,
InvestorName = provision.InvestorName,
InvestorType = provision.InvestorType,
Entity = provision.Entity,
Commitment = provision.Commitment,
Counsel = provision.Counsel,
Notes = provision.Notes,
SideLetterFileName = provision.SideLetterFileName
};
fundInvestorIndex.Add(fundInvestor.Id, fundInvestor);
}
provisionSection.FundInvestors.Add(fundInvestor);
}
provisionTypeSection.ProvisionSections.Add(provisionSection);
}
msl.ProvisionTypeSections.Add(provisionTypeSection);
}
msl.FundInvestors.AddRange(fundInvestorIndex.Values.OrderBy(fi => fi.InvestorName).ThenBy(fi => fi.Entity));
return(msl);
}
public static MemoryStream GenerateMasterSideLetterDocument(SearchSettings searchSettings, MasterSideLetterContent masterSideLetter)
{
//grab the template from assembly resources
var template = Resources.template;
//copy the template to a new stream
var stream = new MemoryStream();
stream.Write(template, 0, template.Length);
using (var doc = WordprocessingDocument.Open(stream, true))
{
//add numbering definition
var numberingPart = doc.MainDocumentPart.AddNewPart <NumberingDefinitionsPart>("numberingDefinitionId");
numberingPart.Numbering =
new Numbering(
new AbstractNum(
new Level(
new StartNumberingValue {
Val = 1
},
new NumberingFormat {
Val = NumberFormatValues.Decimal
},
new LevelText {
Val = "%1."
},
new ParagraphProperties {
Indentation = new Indentation {
Hanging = "720", Left = "720"
}
}
)
)
{
AbstractNumberId = 1
},
new NumberingInstance(
new AbstractNumId {
Val = 1
}
)
{
NumberID = 1
}
);
var body = doc.MainDocumentPart.Document.Body;
//find the title and subtitle
var paragraphs = body.Elements <Paragraph>().Take(2).ToList();
paragraphs[0].GetFirstChild <Run>().GetFirstChild <Text>().Text = masterSideLetter.Fund.Name;
paragraphs[1].GetFirstChild <Run>().GetFirstChild <Text>().Text = masterSideLetter.Fund.SponsorName;
body.AppendChild(new Paragraph(
new ParagraphProperties {
ParagraphStyleId = new ParagraphStyleId {
Val = "Heading1"
}
},
new Run(new Text("Investor List"))
));
//insert the investors table
var table = body.AppendChild(
new Table(
new TableProperties(
new TableStyle {
Val = "TableGrid"
},
new TableWidth {
Type = TableWidthUnitValues.Auto, Width = "0"
},
new TableLook
{
Val = "04A0",
FirstRow = OnOffValue.FromBoolean(true),
LastRow = OnOffValue.FromBoolean(false),
FirstColumn = OnOffValue.FromBoolean(true),
LastColumn = OnOffValue.FromBoolean(false),
NoHorizontalBand = OnOffValue.FromBoolean(false),
NoVerticalBand = OnOffValue.FromBoolean(true)
}
),
new TableGrid(
new GridColumn {
Width = "4045"
},
new GridColumn {
Width = "3330"
},
new GridColumn {
Width = "1975"
}
)
)
);
//table header row
table.AppendChild(
new TableRow(
new TableRowProperties(new TableRowHeight {
Val = 288
}),
CreateCell("Investor Name", "4045", "E7E6E6", "Strong"),
CreateCell("Entity", "3330", "E7E6E6", "Strong"),
CreateCell("Commitment", "1975", "E7E6E6", "Strong", JustificationValues.Right)
)
);
//table rows
foreach (var fundInvestor in masterSideLetter.FundInvestors)
{
table.AppendChild(
new TableRow(new TableRowProperties(new TableRowHeight {
Val = 288
}),
CreateCell(fundInvestor.InvestorName, "4045"),
CreateCell(fundInvestor.Entity, "3330"),
CreateCell($"{fundInvestor.Commitment:c0}", "1975", null, null, JustificationValues.Right)
)
);
}
body.AppendChild(CreatePageBreak());
//insert the Provision Type Sections
var footnoteId = 1;
var provisionTypeSectionNumber = 0;
foreach (var provisionTypeSection in masterSideLetter.ProvisionTypeSections)
{
provisionTypeSectionNumber++;
if (provisionTypeSection != masterSideLetter.ProvisionTypeSections[0])
{
body.AppendChild(CreatePageBreak());
}
body.AppendChild(new Paragraph(
new ParagraphProperties {
ParagraphStyleId = new ParagraphStyleId {
Val = "Heading1"
}
},
new Run(
new Text($"{provisionTypeSection.ProvisionType}")
)
));
//create a score matrix
var scores = new Dictionary <MasterSideLetterContent.ProvisionSection, Dictionary <MasterSideLetterContent.ProvisionSection, double> >();
foreach (var provisionSectionA in provisionTypeSection.ProvisionSections)
{
scores.Add(provisionSectionA, new Dictionary <MasterSideLetterContent.ProvisionSection, double>());
foreach (var provisionSectionB in provisionTypeSection.ProvisionSections)
{
if (provisionSectionA == provisionSectionB)
{
continue;
}
var score = ProvisionComparison.GetProvisionScore(searchSettings, provisionSectionA.Content, provisionSectionB.Content);
if (score >= searchSettings.MslGroupingThreshold)
{
scores[provisionSectionA].Add(provisionSectionB, score);
}
}
}
var used = new List <MasterSideLetterContent.ProvisionSection>();
foreach (var pair in scores.OrderByDescending(p => p.Key.FundInvestors.Count).ThenByDescending(p => p.Value.Count).ThenByDescending(p => p.Value.Sum(s => s.Value)))
{
if (!used.Contains(pair.Key))
{
used.Add(pair.Key);
var contentParagraph = body.AppendChild(new Paragraph(
new ParagraphProperties(new NumberingProperties(new NumberingLevelReference {
Val = 0
}, new NumberingId {
Val = provisionTypeSectionNumber
}))));
contentParagraph.AppendChild(new Run(new Text($"{pair.Key.Content}")));
var footnoteReference = new FootnoteReference {
Id = footnoteId
};
var footnoteReferenceRun = new Run(new RunProperties(new VerticalTextAlignment {
Val = VerticalPositionValues.Superscript
}));
footnoteReferenceRun.AppendChild(footnoteReference);
contentParagraph.AppendChild(footnoteReferenceRun);
var fundInvestorNames = string.Join("; ", pair.Key.FundInvestors.Select(fi => fi.InvestorName).Distinct().OrderBy(n => n));
doc.MainDocumentPart.FootnotesPart.Footnotes.AppendChild(
new Footnote(
new Paragraph(
new Run(
new RunProperties(
new VerticalTextAlignment {
Val = VerticalPositionValues.Superscript
}
),
new FootnoteReferenceMark()
),
new Run(new Text(" " + fundInvestorNames)
{
Space = SpaceProcessingModeValues.Preserve
})
)
)
{
Id = footnoteId
}
);
footnoteId++;
}
foreach (var scoredPair in pair.Value.OrderByDescending(p => p.Value))
{
if (!used.Contains(scoredPair.Key))
{
used.Add(scoredPair.Key);
var contentParagraph = body.AppendChild(new Paragraph(
new ParagraphProperties(new NumberingProperties(new NumberingLevelReference {
Val = 0
}, new NumberingId {
Val = provisionTypeSectionNumber
}))));
var diffs = Dmp.diff_wordMode(pair.Key.Content, scoredPair.Key.Content);
Dmp.diff_cleanupSemantic(diffs);
foreach (var diff in diffs)
{
if (diff.operation == Operation.EQUAL)
{
contentParagraph.AppendChild(new Run(new Text($"{diff.text}")
{
Space = SpaceProcessingModeValues.Preserve
}));
}
else if (diff.operation == Operation.INSERT)
{
contentParagraph.AppendChild(new Run(new RunProperties(new Color {
Val = "FF0000"
}), new Text($"{diff.text}")
{
Space = SpaceProcessingModeValues.Preserve
}));
}
}
var footnoteReference = new FootnoteReference {
Id = footnoteId
};
var footnoteReferenceRun = new Run(new RunProperties(new VerticalTextAlignment {
Val = VerticalPositionValues.Superscript
}));
footnoteReferenceRun.AppendChild(footnoteReference);
contentParagraph.AppendChild(footnoteReferenceRun);
var fundInvestorNames = string.Join("; ", scoredPair.Key.FundInvestors.Select(fi => fi.InvestorName).Distinct().OrderBy(n => n));
doc.MainDocumentPart.FootnotesPart.Footnotes.AppendChild(
new Footnote(
new Paragraph(
new Run(
new RunProperties(
new VerticalTextAlignment {
Val = VerticalPositionValues.Superscript
}
),
new FootnoteReferenceMark()
),
new Run(new Text(" " + fundInvestorNames)
{
Space = SpaceProcessingModeValues.Preserve
})
)
)
{
Id = footnoteId
}
);
footnoteId++;
}
}
}
}
}
return(stream);
}
