public void GoToDoTasksPortalInBlend()
{
if (PortalExistsForHQNumber() == false)
{
Macro.Alert("A portal has not been created for this loan. Please create a portal and try again.");
}
else
{
string portalId = BlendUtility.GetPortalId(this.Loan);
System.Diagnostics.Process.Start($"{WcmSettings.BlendSettings.BlendPortalUri}/#/loans/{portalId}/followUps");
}
}
private PostDocumentRequest PopulatePostDocumentRequest(Attachment attachment, WCMDisclosurePackage package)
{
var loan = this.Loan;
var result = new PostDocumentRequest()
{
PortalId = loan.Fields["CX.BLEND.LOANID"].ToString(),
BorrowerPartyId = BlendUtility.GetCurrentBorrowerPairBorrowerBlendId(loan),
CoBorrowerPartyId = BlendUtility.GetCurrentBorrowerPairCoBorrowerBlendId(loan),
LosLoanNumber = loan.LoanNumber,
FileName = attachment.Title,
DisplayNameAndLosType = attachment.Title,
DocumentDeliveryType = MapDocDeliveryType(package)
};
return(result);
}
private async void Button_CreateAppraisalCreditCardTask_Click(object sender, EventArgs e)
{
GenericIsLoanEligibleForTask loanReadyForAppraisalTaskCheck = _passFailUtility.IsLoanReadyForAppraisalTaskCheck();
if (loanReadyForAppraisalTaskCheck.IsLoanEligible == false)
{
Macro.Alert($"{string.Join(Environment.NewLine, loanReadyForAppraisalTaskCheck.ReasonsWhyLoanIsNotEliglbe)}");
return;
}
var pleaseWaitForm = new PleaseWaitDialog();
PostAppraisalTaskResponse postCcTask = null;
await new TaskFactory().StartNew(() =>
{
pleaseWaitForm.Progress.Report("Generating payment link, appraisal doc, and task in borrower portal...");
postCcTask = BlendUtility.CreateAppraisalCreditCardCaptureTaskToBorrowerPortal(EncompassApplication.CurrentLoan, WcmSettings.BlendSettings.CreateOrderAppraisalTaskUri);
}).ContinueWith((x) =>
{
pleaseWaitForm.PleaseWaitForm.Close();
if (postCcTask.WasSuccessful == false)
{
Macro.Alert($"Error creating Appraisal Credit Card Payment Task: '{postCcTask.ErrorMessage}'");
}
else if (postCcTask.DidAppraisalTaskPost == false)
{
Macro.Alert($"Appraisal task did not post: '{postCcTask.ReasonTaskDidNotPost}'");
}
else
{
if (postCcTask.DidAppraisalTaskPost)
{
Macro.Alert($"Order Appraisal Task Posted Succesfully!");
}
else
{
Macro.Alert($"Hit unintended else statemnt. Pleae send screenshot to dev team. " +
$"DidAppraisalTaskPost '{postCcTask.DidAppraisalTaskPost}'..WasSuccessful '{postCcTask.WasSuccessful}'. " +
$"ErrorMessage' {postCcTask.ErrorMessage}'");
}
}
});
}
private PostDocumentRequest PopulatePostDocumentRequest(
EllieMae.EMLite.LoanServices.BamObjects.PdfDocument disclosure,
DeliveryTypeEnum packageDeliveryType)
{
var loan = EncompassApplication.CurrentLoan;
var result = new PostDocumentRequest()
{
PortalId = loan.Fields["CX.BLEND.LOANID"].ToString(),
BorrowerPartyId = BlendUtility.GetCurrentBorrowerPairBorrowerBlendId(loan),
CoBorrowerPartyId = BlendUtility.GetCurrentBorrowerPairCoBorrowerBlendId(loan),
LosLoanNumber = loan.LoanNumber,
FileName = disclosure.Title,
DisplayNameAndLosType = disclosure.Title,
DocumentDeliveryType = MapDocDeliveryType(disclosure.SignatureType, packageDeliveryType)
};
return(result);
}
// we want to disable name, email fields when a portal has already been created so a user doesn't change them
private void DisableThirdPartyFieldsForPortalsAlreadyCreated()
{
// get a count of the title only portal ids created
var topIds = BlendUtility.GetTitleOnlyBlendPartyPortalIds(this.Loan);
//get a list of all controls that contain title only fields
var controls = this.Form.GetAllFieldControls();
var titleOnlyPersonControls = controls.Where(x => x.Field.FieldID.ToUpper().Contains("CX.BLEND.TPO")).ToList();
for (int i = 1; i <= topIds.Count; i++)
{
// title only fields have a number at the end (i.e. cx.blend.tpo.firstname1)
// go through and disable controls where field ID contains tpo naming convention AND the number
var controlsThatAreForThisTitleOnlyParty = titleOnlyPersonControls.Where(x => x.Field.FieldID.Contains(i.ToString()));
foreach (var controlToDisable in controlsThatAreForThisTitleOnlyParty)
{
EncompassHelper.EnableDisableControl(controlToDisable.ControlID, this.Form, false);
}
}
}
private bool MapDocumentToEfolder(Loan loan, BlendDocReturned document, TrackedDocument eFolder)
{
string docId = document.Id;
try
{
var url = WcmSettings.GetDocumentFromBlendUri;
GetDocumentResponse docResponse = BlendUtility.GetDocumentFromBlendPortal(docId, url);
var data = new EllieMae.Encompass.BusinessObjects.DataObject(docResponse.DocumentData);
EllieMae.Encompass.BusinessObjects.Loans.Attachment attachment = loan.Attachments.AddObject(data, ".pdf");
attachment.Title = $"{document.Name}";
eFolder.Attach(attachment);
// once attached go update the export status
var uri = WcmSettings.UpdateDocExportStatusBlendUri;
var updateRequest = new UpdateDocumentExportStatusRequest()
{
BlendDocumentId = docId,
UtcDocumentExportTime = DateTime.UtcNow.ToShortDateString()
};
var requestTest = Newtonsoft.Json.JsonConvert.SerializeObject(updateRequest);
var updateResponse = BlendUtility.PostDocumentExportStatusUpdate(updateRequest, uri);
}
catch (Exception ex)
{
Macro.Alert($"Error mapping {document.Name} to eFolder. Please submit a Help Desk Ticket." + Environment.NewLine + $"Error Message: {ex.Message}");
return(false);
}
return(true);
}
private void FormWrapper_FormOpened(object sender, FormOpenedArgs e)
{
var form = e.OpenForm;
if (!form.Name.Equals("UnderwritingDetailsDialog", StringComparison.OrdinalIgnoreCase))
{
return;
}
var pnlStatus = form.Controls.Find("pageStatus", true);
if (pnlStatus != null && pnlStatus.Count() > 0)
{
Panel uwStatusPanel = (Panel)pnlStatus[0];
if (uwStatusPanel.Controls != null && uwStatusPanel.Controls.Count > 0)
{
string borrowerName = "";
// populate borrower checkboxes that let you select who to send tasks to
BorrowerPair currentPair = EncompassApplication.CurrentLoan.BorrowerPairs.Current;
string borrowerBlendId = BlendUtility.GetCurrentBorrowerPairBorrowerBlendId(EncompassApplication.CurrentLoan);
if (string.IsNullOrEmpty(borrowerBlendId))
{
return;
}
borrowerName = $"{currentPair.Borrower.FirstName} {currentPair.Borrower.LastName}";
//if (currentPair.CoBorrower != null)
//{
// string coborrowerBlendId = BlendUtility.GetCurrentBorrowerPairCoBorrowerBlendId(theLoan);
// if (string.IsNullOrEmpty(coborrowerBlendId) == false)
// {
// CoBorrowePortalId = coborrowerBlendId;
// checkBox_CoBorrower.Text = $"{currentPair.CoBorrower.FirstName} {currentPair.CoBorrower.LastName}";
// checkBox_CoBorrower.Visible = true;
// }
//}
//has this condition already been posted
// if y, show updates control
// if n, show post control
var conditionManager = new BlendConditionManagerPost_Control(borrowerName);
conditionManager.Location = new Point(100, 70);
conditionManager.Visible = true;
conditionManager.BringToFront();
uwStatusPanel.Controls.Add((Control)conditionManager);
uwStatusPanel.Refresh();
//var SendDisclosures = new Button();
//SendDisclosures.Name = "WcmDisclosures";
//SendDisclosures.Text = "WCM TESTING";
//SendDisclosures.Size = new Size(70, 22);
//// Back.Image = (Image)Resources.Back;
//SendDisclosures.Click += new EventHandler(SendDisclosuresButton_Click);
//SendDisclosures.Location = new Point(75, 22);
//SendDisclosures.Visible = true;
//SendDisclosures.Enabled = true;
//SendDisclosures.BringToFront();
//ButtonsPanel.Controls.Add((Control)SendDisclosures);
//ButtonsPanel.Refresh();
}
}
}
private bool DownloadAndMapBlendApplicationDocuments(Loan loan)
{
TrackedDocument eFolder = null;
string blendLoanId = loan.Fields["CX.BLEND.LOANID"].ToString();
List <BlendDocReturned> eFolderDocuments = new List <BlendDocReturned>();
string url = WcmSettings.GetAllPortalDocumentsUri;
GetAllPortalDocumentsResponse getAllDocsResponse = BlendUtility.GetAllBlendPortalDocuments(blendLoanId, url);
var responseTest = Newtonsoft.Json.JsonConvert.SerializeObject(getAllDocsResponse);
try
{
foreach (var doc in getAllDocsResponse.Documents)
{
var docType = doc.Type;
switch (docType)
{
case "CREDIT_REPORT":
eFolder = loan.Log.TrackedDocuments.Add("Credit Report", "Started");
var creditReportMapped = MapDocumentToEfolder(loan, doc, eFolder);
if (creditReportMapped)
{
DeleteAttachmentFromFileManager(loan, doc);
}
break;
case "BLEND_INCOME_VERIFICATION":
//case "VERIFICATION_OF_INCOME":
eFolder = loan.Log.TrackedDocuments.Add("Income - Written VOE", "Started");
var voiMapped = MapDocumentToEfolder(loan, doc, eFolder);
if (voiMapped)
{
DeleteAttachmentFromFileManager(loan, doc);
}
break;
case "PAY_STUB":
case "IRSW2":
eFolder = loan.Log.TrackedDocuments.Add("Income- Paystubs/W-2s", "Started");
var payMapped = MapDocumentToEfolder(loan, doc, eFolder);
if (payMapped)
{
DeleteAttachmentFromFileManager(loan, doc);
}
break;
case "4506t":
case "4506c":
eFolder = loan.Log.TrackedDocuments.Add("Income-4506C", "Started");
var taxReturnMapped = MapDocumentToEfolder(loan, doc, eFolder);
if (taxReturnMapped)
{
DeleteAttachmentFromFileManager(loan, doc);
}
break;
case "IRS1040":
eFolder = loan.Log.TrackedDocuments.Add("Income- Pers Tax Returns w/Scheds", "Started");
var irsMapped = MapDocumentToEfolder(loan, doc, eFolder);
if (irsMapped)
{
DeleteAttachmentFromFileManager(loan, doc);
}
break;
case "PRE_APPROVAL_LETTER":
case "PRE_QUALIFICATION_LETTER":
eFolder = loan.Log.TrackedDocuments.Add("Preapproval - Blend", "Started");
if (MapDocumentToEfolder(loan, doc, eFolder))
{
DeleteAttachmentFromFileManager(loan, doc);
loan.Fields["CX.BLEND.PREAPP.SENT"].Value = "Y";
}
break;
case "GENERATED_ASSET_STATEMENT":
var assetPlaceholder = loan.Log.TrackedDocuments.GetDocumentsByTitle("Asset - Bank Statements - Chk/Svgs");
if (assetPlaceholder.Count > 0)
{
foreach (TrackedDocument assetDoc in assetPlaceholder)
{
eFolder = assetDoc;
break;
}
}
else
{
eFolder = loan.Log.TrackedDocuments.Add("Asset - Bank Statements - Chk/Svgs", "Started");
}
var assetsMapped = MapDocumentToEfolder(loan, doc, eFolder);
if (assetsMapped)
{
DeleteAttachmentFromFileManager(loan, doc);
}
break;
default:
break;
}
}
}
catch (Exception e)
{
Macro.Alert($"Error mapping Blend Documents to the eFolder. Please submit a helpdesk Ticket." + Environment.NewLine + $"Error Message: {e.Message}");
return(false);
}
//once mapped set the date field
loan.Fields["CX.BLEND.APP.DOCS.IMPORTED"].Value = DateTime.Now;
return(true);
}
public void GoToCoPilotInBlend()
{
BlendUtility.GoToCoPilotInBlend(this.Loan, WcmSettings.BlendSettings.BlendPortalUri);
}
public bool PortalExistsForHQNumber()
{
return(BlendUtility.PortalAccountExistsForThisLoan(this.Loan));
}
public AddTitleOnlyPartyResponse CreateTitleOnlyPartyPortal(int tpoIndex)
{
var loan = this.Loan;
var titleOnlyPartyIdField = loan.Fields[$"CX.BLEND.TPO.ID{tpoIndex}"];
if (titleOnlyPartyIdField.IsEmpty() == false)
{
Macro.Alert("ERROR: A Blend Portal has already been created for this Title Only Party. Please try to create one on a different line.");
return(null);
}
AddTitleOnlyPartyResponse response = new AddTitleOnlyPartyResponse();
List <string> fieldIdsThatMustBeFilledOut = new List <string>()
{
$"CX.BLEND.TPO.FIRSTNAME{tpoIndex}",
$"CX.BLEND.TPO.LASTNAME{tpoIndex}",
$"CX.BLEND.TPO.EMAIL{tpoIndex}",
$"CX.BLEND.TPO.SIGNERTYPE{tpoIndex}"
};
List <LoanField> emptyFields = new List <LoanField>();
foreach (var item in fieldIdsThatMustBeFilledOut)
{
var field = loan.Fields[item];
if (field.IsEmpty())
{
emptyFields.Add(field);
}
}
if (emptyFields.Any())
{
var fieldIds = emptyFields.Select(x => x.ID).ToList();
EncompassUtilities.HighlightEmptyFields(fieldIds, this.Form, loan);
string fieldDescriptions = string.Join(", ", emptyFields.Select(x => x.Descriptor).ToList());
Macro.Alert($"Error Creating Third Party Portal{Environment.NewLine + Environment.NewLine}Required fields are empty: {fieldDescriptions}.");
return(null);
}
string tpoFirstName = loan.Fields[$"CX.BLEND.TPO.FIRSTNAME{tpoIndex}"].Value.ToString();
string tpoLastName = loan.Fields[$"CX.BLEND.TPO.LASTNAME{tpoIndex}"].Value.ToString();
string email = loan.Fields[$"CX.BLEND.TPO.EMAIL{tpoIndex}"].Value.ToString();
string vestingType = loan.Fields[$"CX.BLEND.TPO.SIGNERTYPE{tpoIndex}"].Value.ToString();
// get blend parties before creating tpo
var getPartiesResponse = BlendUtility.GetPartiesOnLoan(BlendUtility.GetPortalId(loan), WcmSettings.BlendSettings.GetAllLoanPartiesUri);
if (getPartiesResponse.WasSuccessful == false)
{
response.ErrorMessage = $"Error Creating Third Party Portal{Environment.NewLine + Environment.NewLine}Error retreiving loan parties. '{getPartiesResponse.ErrorMessage}'.";
response.WasSuccessful = false;
return(response);
}
List <LoanParty> loanPartiesBeforeCommit = getPartiesResponse.LoanParties;
// Macro.Alert(loanPartiesBeforeCommit.Count + " Parties Before Commit");
// need to map WCM 'vesting type' value to Ellie Mae's values
Dictionary <string, string> vestingDictionary = new Dictionary <string, string>();
// WCM field value, encompass value
vestingDictionary.Add("OTHER", "");
vestingDictionary.Add("SETTLOR", "Title Only Settlor Trustee");
vestingDictionary.Add("SPOUSE", "Non Title Spouse");
vestingDictionary.Add("TITLE_HOLDER", "Title only");
vestingDictionary.Add("TITLE_HOLDER_TRUSTEE", "Title Only Trustee");
var thisVesting = vestingDictionary.Where(x => x.Key.Equals(vestingType)).FirstOrDefault();
if (string.IsNullOrEmpty(thisVesting.Value))
{
Macro.Alert($"Error Creating Third Party Portal{Environment.NewLine + Environment.NewLine}ERROR: Unable to map vesting party '{vestingType}' for Blend.");
return(null);
}
//check for entry in borrower Information - Vesting screen prior to mapping to file contacts and remove if entry is same as third Party being created
bool doesVestingEntryExist = false;
int vestingIndex = loan.AdditionalVestingParties.Count;
string tpoName = tpoFirstName + " " + tpoLastName;
if (loan.Fields[$"TR0{vestingIndex}01"].ToString().Equals(tpoName, StringComparison.OrdinalIgnoreCase))
{
doesVestingEntryExist = true;
}
// grab SSN and DOB before deleting to include in FileContact/ newly created Vesting
string ssnVestedParty = loan.Fields[$"TR0{vestingIndex}03"].GetStringValueBlankIfNull();
string dobVestedParty = loan.Fields[$"TR0{vestingIndex}12"].GetStringValueBlankIfNull();
if (doesVestingEntryExist)
{
loan.AdditionalVestingParties.RemoveAt(vestingIndex);
}
// create non-borrowering owner contact programatically
int contactIndex = loan.NBOContacts.Add();
loan.Fields[$"NBOC0{contactIndex}01"].Value = tpoFirstName;
loan.Fields[$"NBOC0{contactIndex}03"].Value = tpoLastName;
loan.Fields[$"NBOC0{contactIndex}11"].Value = email;
loan.Fields[$"NBOC0{contactIndex}09"].Value = thisVesting.Value;
loan.Fields[$"NBOC0{contactIndex}16"].Value = dobVestedParty;
List <LoanParty> loanPartiesAfterCommit = new List <LoanParty>();
// when 'commit' is called, KM's bridge plugin will create title only party in Blend
// there is a chance that the creating the Title only party, commiting, and getting parties again from blend
// happens so fast, we won't get new party created. Creating a loop to try this sequence 3 times and wait a few seconds between each one
for (int i = 0; i < 4; i++)
{
loan.Commit();
loan.Fields[$"TR0{vestingIndex}03"].Value = ssnVestedParty;
// get blend parties after creating tpo and we should have 1 more....
getPartiesResponse = BlendUtility.GetPartiesOnLoan(BlendUtility.GetPortalId(loan), WcmSettings.BlendSettings.GetAllLoanPartiesUri);
if (getPartiesResponse.WasSuccessful == false)
{
string msg = $"Error Creating Third Party Portal{Environment.NewLine + Environment.NewLine}{loan.LoanNumber}Error retreiving loan parties. '{getPartiesResponse.ErrorMessage}'.";
response.WasSuccessful = false;
response.ErrorMessage = msg;
Macro.Alert(msg);
return(response);
}
loanPartiesAfterCommit = getPartiesResponse.LoanParties;
//Macro.Alert(loanPartiesAfterCommit.Count + " Parties");
if (loanPartiesBeforeCommit.Count != loanPartiesAfterCommit.Count)
{
// sucess! This means titl only party was created, so continue
break;
}
if (loanPartiesAfterCommit.Count == loanPartiesAfterCommit.Count)
{
System.Threading.Thread.Sleep(TimeSpan.FromSeconds(3));
}
}
if (loanPartiesAfterCommit.Count == loanPartiesBeforeCommit.Count)
{
response.WasSuccessful = false;
string msg = $"Error Creating Third Party Portal{Environment.NewLine + Environment.NewLine}{loan.LoanNumber}. The number of loan parties in Blend is the same as after trying to create Title Only Party. This is a big issue. Please submit a tech request.";
response.ErrorMessage = msg;
Macro.Alert(msg);
return(response);
}
// find new loan party
foreach (var party in loanPartiesBeforeCommit)
{
var borrower = loanPartiesAfterCommit.Where(x => x.id.Equals(party.id, StringComparison.OrdinalIgnoreCase)).FirstOrDefault();
if (borrower != null)
{
loanPartiesAfterCommit.Remove(borrower);
}
}
if (loanPartiesAfterCommit.Count != 1)
{
response.WasSuccessful = false;
string msg = $"Error Creating Third Party Portal{Environment.NewLine + Environment.NewLine}{loan.LoanNumber}. There are '{loanPartiesAfterCommit}' new loan parties. We should only have 1. This is a problem. Please submit a tech request.";
response.ErrorMessage = msg;
Macro.Alert(msg);
return(response);
}
// this is our new loan party
var titleOnlyParty = loanPartiesAfterCommit[0];
titleOnlyPartyIdField.Value = titleOnlyParty.id;
Macro.Alert($"True. {Environment.NewLine + Environment.NewLine}Third Party Portal Created Succesfully. Party ID: {titleOnlyParty.id}.");
return(response);
}
public void GoToBorrowerPortalInBlend()
{
BlendUtility.GoToBorrowerPortalInBrowser(this.Loan, WcmSettings.BlendSettings.BlendPortalUri);
}