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($"{WcmSettings.BlendSettings.BlendPortalUri}/#/loans/{portalId}/followUps");
}
}
public AddTitleOnlyPartyResponse CreateTitleOnlyPartyPortal(int tpoIndex)
{
var loan = this.Loan;
var titleOnlyPartyIdField = loan.Fields[$"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);
}