private CdsEntity BuildCdsEntity(CollateralAssetBase assertRequestResponse, string cr_reference_id, bool skipId = false)
{
var collateral = new CdsEntity();
Guid collateralId = Guid.Empty;
if (skipId == false && Guid.TryParse(cr_reference_id, out collateralId) == false)
{
throw new Exception(_invalidCrReferenceIdError);
}
else if (skipId == false)
{
collateral.Attributes["msfsi_collateralid"] = collateralId;
collateral.Id = collateralId;
}
if (string.IsNullOrEmpty(assertRequestResponse.CollateralAssetType) == false)
{
collateral.Attributes["msfsi_collateraltype"] = ParseCollateralType(assertRequestResponse.CollateralAssetType);
}
if (string.IsNullOrEmpty(assertRequestResponse.CollateralAssetDescription) == false)
{
collateral.Attributes["msfsi_description"] = assertRequestResponse.CollateralAssetDescription;
}
if (string.IsNullOrEmpty(assertRequestResponse.CollateralAssetTitle) == false)
{
collateral.Attributes["msfsi_name"] = assertRequestResponse.CollateralAssetTitle;
}
return(collateral);
}
public void Cds_entity_must_include_at_least_display_name()
{
var contact = new CdsEntity();
var validator = new CdsEntityValidator();
var result = validator.Validate(contact);
result.IsValid.Should().Be(false, "display name is mandatory");
}
public Task <RecordCollateralAssetAdministrativePlanResponse> RecordCollateralAssetAdministrativePlanAsync(string cr_reference_id, RecordCollateralAssetAdministrativePlanRequest body)
{
return(Task.Run <RecordCollateralAssetAdministrativePlanResponse>(() =>
{
var collateral = new CdsEntity();
if (Guid.TryParse(cr_reference_id, out Guid collateralId) == false)
{
throw new Exception(_invalidCrReferenceIdError);
}
else
{
collateral.Id = collateralId;
}
if (string.IsNullOrEmpty(body.EmpolyeeBusinessUnitReference) == false)
{
if (Guid.TryParse(body.EmpolyeeBusinessUnitReference, out var businessUnitId) == false)
{
throw new Exception("EmpolyeeBusinessUnitReference must be specified as a valid GUID");
}
else
{
var businessUnit = _cdsWebApi.Retrieve("businessunits", businessUnitId, "name");
collateral.Attributes["msfsi_evaluatedby"] = $"{businessUnit.Attributes["name"]} Team";
}
}
if (string.IsNullOrEmpty(body.RecordingRecordDateTime) == false)
{
if (DateTime.TryParse(body.RecordingRecordDateTime, out var recordingDateTime) == false)
{
throw new Exception("RecordingRecordDateTime must be specified as a valid DateTime");
}
else
{
collateral.Attributes["msfsi_dateofvaluation"] = recordingDateTime;
collateral.Attributes["msfsi_nextdateofvaluation"] = recordingDateTime.AddYears(1);
}
}
if (string.IsNullOrEmpty(body.RecordingRecordType) == false)
{
collateral.Attributes["msfsi_description"] = body.RecordingRecordType;
}
if (collateral.Attributes.Count > 0)
{
_cdsWebApi.Update("msfsi_collaterals", collateral);
}
return new RecordCollateralAssetAdministrativePlanResponse()
{
RecordingRecordReference = collateral.Id.ToString(),
RecordingRecordStatus = "Applied"
};
}));
}
private Task <ExecuteConsumerLoanFulfillmentArrangementWithdrawalResponse> CreateUpdateWithdrawal(string cr_reference_id, ExecuteConsumerLoanFulfillmentArrangementWithdrawalRequest body, Func <Guid> retrieveWithdrawalId = null)
{
return(Task.Run(() =>
{
if (body == null)
{
return new ExecuteConsumerLoanFulfillmentArrangementWithdrawalResponse();
}
var loanId = ParseGuid(cr_reference_id, "cr_reference_id");
ValidateCurrencyIsUSD(body.Currency, body.Amount?.Currency);
var disbursment = new CdsEntity()
{
Id = loanId,
Attributes =
{
["msfsi_loanid"] = new CdsEntityReference("msfsi_financialproducts", loanId)
}
};
if (retrieveWithdrawalId == null || string.IsNullOrEmpty(body.ValueDate) == false)
{
disbursment.Attributes["msfsi_name"] = $"Withdrawal - {body.ValueDate ?? DateTime.Now.ToString(_dateTimeFormat)}";;
}
SetDecimalField(disbursment, body?.Amount?.Value, "Amount Value", "msfsi_amount");
if (string.IsNullOrEmpty(body.PayeeBankReference) == false)
{
disbursment.Attributes["msfsi_bankid"] = FindBank(body.PayeeBankReference);
}
Guid id;
if (retrieveWithdrawalId == null)
{
id = _cdsWebApi.Create("msfsi_syndicateses", disbursment);
}
else
{
id = retrieveWithdrawalId();
disbursment.Id = id;
_cdsWebApi.Update("msfsi_syndicateses", disbursment);
}
return new ExecuteConsumerLoanFulfillmentArrangementWithdrawalResponse()
{
Amount = body.Amount,
Currency = body.Currency,
CustomerReference = body.CustomerReference,
WithdrawlInstructionReference = id.ToString(),
PayeeBankReference = body.PayeeBankReference,
PayeeProductInstanceReference = body.PayeeProductInstanceReference,
PayeeReference = body.PayeeReference,
ValueDate = body.ValueDate
};
}));
}
public void Invalid_entity_should_return_false()
{
var contact = new CdsEntity()
{
DisplayName = "Contact"
};
var validator = new CdsEntityValidator();
var result = validator.Validate(contact);
result.IsValid.Should().Be(true);
}
private string BuildValuationHistory(CdsEntity collateral)
{
var validValuationDate = DateTime.TryParse(
collateral.Attributes["msfsi_dateofvaluation"]?.ToString(),
out DateTime valuationDate);
var validValue = decimal.TryParse(
collateral.Attributes["msfsi_collateralvalue"]?.ToString(),
out decimal valuation);
return($"{(validValuationDate ? valuationDate.ToString("yyyy") : "Unknown Year")}-{(validValue ? $"${valuation}" : "Not Valued")}");
}
private void SetDatetimeField(CdsEntity record, string datetimeValue, string paramaterName, string fieldName)
{
if (string.IsNullOrEmpty(datetimeValue) == false)
{
if (DateTime.TryParse(datetimeValue, out var parsedValue) == false)
{
throw new Exception($"{paramaterName} must be a validate date/time");
}
record.Attributes[fieldName] = parsedValue;
}
}
private void SetDecimalField(CdsEntity record, string decimalValue, string parameterName, string fieldName, params string[] additionalFieldNames)
{
if (string.IsNullOrEmpty(decimalValue) == false)
{
if (decimal.TryParse(decimalValue, out var parsedValue) == false)
{
throw new Exception($"{parameterName} must be a valid decimal number.");
}
record.Attributes[fieldName] = parsedValue;
foreach (var additionalField in additionalFieldNames)
{
record.Attributes[additionalField] = parsedValue;
}
}
}
private CdsEntity PrepareLoanForExecution(string cr_reference_id, ExecutionBase body, string dateField, string amountField, bool overwriteAmount = true)
{
var loanId = ParseGuid(cr_reference_id, "cr_reference_id");
ValidateCurrencyIsUSD(body.Currency, body.Amount?.Currency);
var loan = new CdsEntity()
{
Id = loanId
};
if (string.IsNullOrEmpty(dateField) == false)
{
SetDatetimeField(loan, body.ValueDate, "ValueDate", dateField);
}
if (string.IsNullOrEmpty(amountField) == false &&
string.IsNullOrEmpty(body?.Amount?.Value) == false)
{
if (decimal.TryParse(body.Amount.Value, out var amount) == false)
{
throw new Exception("Amount must be a valid decimal number.");
}
if (overwriteAmount == false)
{
var existingLoan = _cdsWebApi.Retrieve("msfsi_financialproducts", loanId,
amountField);
if (decimal.TryParse(existingLoan.Attributes[amountField]?.ToString(),
out var currentAmount))
{
amount += currentAmount;
}
}
loan.Attributes[amountField] = amount;
}
return(loan);
}
private Task <ConsumerLoanFulfillmentArrangementResponse> CreateUpdateLoan(InitiateConsumerLoanFulfillmentArrangementRequest body, string cr_reference_id = null)
{
return(Task.Run(() =>
{
if (body == null)
{
return new ConsumerLoanFulfillmentArrangementResponse();
}
var loan = new CdsEntity();
if (string.IsNullOrEmpty(cr_reference_id) == false)
{
loan.Id = ParseGuid(cr_reference_id, "cr_reference_id");
}
if (string.IsNullOrEmpty(body.LoanType) == false)
{
int loanType;
switch (body.LoanType.ToLower().Trim())
{
case "new":
loanType = 104800000;
break;
case "top-up":
loanType = 104800001;
break;
case "buy-out":
loanType = 104800002;
break;
default:
throw new Exception($"Unknown Loan Type {body.LoanType}.");
}
loan.Attributes["msfsi_loantype"] = loanType;
}
if (string.IsNullOrEmpty(body.LoanApplicableRate) == false)
{
loan.Attributes["msfsi_interestrate"] = ParsePercentage(body.LoanApplicableRate,
"LoanApplicableRate");
}
if (string.IsNullOrEmpty(body.CustomerReference) == false)
{
var customerId = ParseGuid(body.CustomerReference, "CustomerReference");
var accounts = _cdsWebApi.RetrieveMultiple("accounts",
$@"<fetch top='1'>
<entity name='account'>
<attribute name='accountid' />
<filter>
<condition attribute='accountid' operator='eq' value='{customerId}' />
</filter>
</entity>
</fetch>");
string entitySetName;
string entityName;
if (accounts.Count() > 0)
{
entitySetName = "accounts";
entityName = "account";
}
else
{
var contacts = _cdsWebApi.RetrieveMultiple("contacts",
$@"<fetch top='1'>
<entity name='contact'>
<attribute name='contactid' />
<filter>
<condition attribute='contactid' operator='eq' value='{customerId}' />
</filter>
</entity>
</fetch>");
if (contacts.Count() == 0)
{
throw new Exception($"Unknown CustomerReference {body.CustomerReference}");
}
entitySetName = "contacts";
entityName = "contact";
}
loan.Attributes[$"msfsi_customerid_{entityName}"] = new CdsEntityReference(entitySetName,
customerId);
}
if (string.IsNullOrEmpty(cr_reference_id) == false)
{
SetDecimalField(loan, body.LoanOutstandingBalance, "LoanOutstandingBalance",
"msfsi_principalamount", "msfsi_outstandingtotalamount");
}
else
{
SetDecimalField(loan, body.LoanOutstandingBalance, "LoanOutstandingBalance",
"msfsi_outstandingtotalamount");
}
SetDatetimeField(loan, body.LoanMaturityDate, "LoanMaturityDate",
"msfsi_loanmaturitydate");
SetDatetimeField(loan, body.LoanOriginationDate, "LoanOriginationDate",
"msfsi_loanstartdate");
Guid loanId;
if (string.IsNullOrEmpty(cr_reference_id))
{
loan.Attributes.Add("msfsi_productfamilyid",
new CdsEntityReference("products", _familyId));
JObject settings;
var fileInfo = _environment.ContentRootFileProvider.GetFileInfo("appsettings.json");
using (var streamReader = new StreamReader(fileInfo.CreateReadStream()))
{
settings = JObject.Parse(streamReader.ReadToEnd());
}
var loanNumber = int.Parse(settings.Property("LastLoanNumber").Value.ToString()) + 1;
loan.Attributes["msfsi_number"] = loanNumber.ToString();
loanId = _cdsWebApi.Create("msfsi_financialproducts", loan);
settings.Property("LastLoanNumber").Value = loanNumber;
using (var streamWriter = new StreamWriter(fileInfo.PhysicalPath))
{
streamWriter.Write(settings.ToString());
}
}
else
{
_cdsWebApi.Update("msfsi_financialproducts", loan);
loanId = loan.Id;
}
return new ConsumerLoanFulfillmentArrangementResponse()
{
BankAccountingUnitReference = body.BankAccountingUnitReference,
BankBranchLocationReference = body.BankBranchLocationReference,
CollateralAllocation = body.CollateralAllocation,
CollateralReference = body.CollateralReference,
ConfigurationOptions = body.ConfigurationOptions,
CustomerAgreementReference = body.CustomerAgreementReference,
CustomerCommentary = body.CustomerCommentary,
CustomerCreditAssessmentReference = body.CustomerCreditAssessmentReference,
CustomerReference = body.CustomerReference,
DelinquencyCollectionReference = body.DelinquencyCollectionReference,
InsuranceReference = body.InsuranceReference,
InterestAccrualMethod = body.InterestAccrualMethod,
InterestType = body.InterestType,
InvolvedPartyObligationEntitlement = body.InvolvedPartyObligationEntitlement,
InvolvedPartyReference = body.InvolvedPartyReference,
LoanAccessTerms = body.LoanAccessTerms,
LoanAmount = body.LoanAmount,
LoanApplicableRate = body.LoanApplicableRate,
LoanCurrency = body.LoanCurrency,
LoanMaturityDate = body.LoanMaturityDate,
LoanOriginationDate = body.LoanOriginationDate,
LoanOutstandingBalance = body.LoanOutstandingBalance,
LoanRateType = body.LoanRateType,
LoanRepaymentSchedule = body.LoanRepaymentSchedule,
LoanStatus = "active",
LoanType = body.LoanType,
PartyReference = body.PartyReference,
ProductInstanceReference = loanId.ToString(),
RepaymentType = body.RepaymentType,
StagedRepaymentStatement = body.StagedRepaymentStatement,
TaxReference = body.TaxReference
};
}));
}
