public async Task <Opportunity> UpdateWorkflowAsync(Opportunity opportunity, string requestId = "")
{
try
{
var initialState = opportunity.Metadata.OpportunityState;
//create team and channels
if (opportunity.Content.DealType.ProcessList != null && opportunity.Metadata.OpportunityState == OpportunityState.Creating)
{
if (await GroupIdCheckAsync(opportunity.DisplayName, requestId))
{
string generalChannelId = await CreateTeamAndChannelsAsync(opportunity, requestId);
//Temperary change, will revert to back after implementing "add app"
opportunity.Metadata.OpportunityState = OpportunityState.InProgress;
//set channelId for Bot notifications.
opportunity.Metadata.OpportunityChannelId = generalChannelId;
}
}
else if (opportunity.Metadata.OpportunityState == OpportunityState.Creating)
{
// QUESTION: why are we trying to add the RelationshipManager when he was already added in the CreateWorkflowAsync? Also this shouldn't
// be run on every update, only when the opportunity is being created and the LO is assigned (or updated)
// ONLY add LoanOfficer
//Adding RelationShipManager and LoanOfficer into ProposalManager Team
var loanOfficer = opportunity.Content.TeamMembers.FirstOrDefault(item => item.AssignedRole.DisplayName.Equals("LoanOfficer", StringComparison.OrdinalIgnoreCase));
if (loanOfficer != null)
{
try
{
var options = new List <QueryParam>()
{
new QueryParam("filter", $"startswith(displayName,'{_appOptions.GeneralProposalManagementTeam}')")
};
dynamic jsonDyn = await _graphUserAppService.GetGroupAsync(options, "", requestId);
if (!string.IsNullOrEmpty(jsonDyn.value[0].id.ToString()) && !string.IsNullOrEmpty(loanOfficer.Fields.UserPrincipalName))
{
try
{
var groupID = jsonDyn.value[0].id.ToString();
Guard.Against.NullOrEmpty(loanOfficer.Id, $"OpportunityFactorty_{loanOfficer.AssignedRole.DisplayName} Id NullOrEmpty", requestId);
await _graphUserAppService.AddGroupMemberAsync(loanOfficer.Id, groupID, requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - userId: {loanOfficer.Id} - OpportunityFactorty_AddGroupMemberAsync_{loanOfficer.AssignedRole.DisplayName} error in CreateWorkflowAsync: {ex}");
}
}
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - userId: {loanOfficer.Id} - OpportunityFactorty_AddGroupMemberAsync_{loanOfficer.AssignedRole.DisplayName} error in CreateWorkflowAsync: {ex}");
}
}
}
bool checklistPass = false;
if (opportunity.Metadata.OpportunityState != OpportunityState.Creating)
{
try
{
opportunity = await MoveTempFileToTeamAsync(opportunity, requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - UpdateWorkflowAsync_MoveTempFileToTeam Service Exception: {ex}");
}
if (opportunity.Content.DealType.ProcessList != null)
{
foreach (var item in opportunity.Content.DealType.ProcessList)
{
if (item.ProcessType.Equals("checklisttab", StringComparison.OrdinalIgnoreCase) && checklistPass == false)
{
//DashBoard Create call Start.
await UpdateDashBoardEntryAsync(opportunity, requestId);
//DashBoard Create call End.
opportunity = await _checkListProcessService.UpdateWorkflowAsync(opportunity, requestId);
checklistPass = true;
}
else if (item.ProcessType.Equals("customerdecisiontab", StringComparison.OrdinalIgnoreCase))
{
opportunity = await _customerDecisionProcessService.UpdateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessType.Equals("proposalstatustab", StringComparison.OrdinalIgnoreCase))
{
opportunity = await _proposalStatusProcessService.UpdateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessStep.Equals("start process", StringComparison.OrdinalIgnoreCase))
{
opportunity = await _startProcessService.UpdateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessStep.Equals("new opportunity", StringComparison.OrdinalIgnoreCase))
{
opportunity = await _newOpportunityProcessService.UpdateWorkflowAsync(opportunity, requestId);
}
}
}
}
// Send notification
_logger.LogInformation($"RequestId: {requestId} - UpdateWorkflowAsync initialState: {initialState.Name} - {opportunity.Metadata.OpportunityState.Name}");
if (initialState.Value != opportunity.Metadata.OpportunityState.Value)
{
try
{
_logger.LogInformation($"RequestId: {requestId} - CreateWorkflowAsync sendNotificationCardAsync opportunity state change notification.");
await _cardNotificationService.sendNotificationCardAsync(opportunity, UserProfile.Empty, $"Opportunity state for {opportunity.DisplayName} has been changed to {opportunity.Metadata.OpportunityState.Name}", requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - CreateWorkflowAsync sendNotificationCardAsync OpportunityState error: {ex}");
}
}
return(opportunity);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - UpdateWorkflowAsync Service Exception: {ex}");
throw new ResponseException($"RequestId: {requestId} - UpdateWorkflowAsync Service Exception: {ex}");
}
}
public async Task <Opportunity> UpdateWorkflowAsync(Opportunity opportunity, string requestId = "")
{
try
{
if (opportunity.Content.Template != null)
{
if (opportunity.Content.Template.ProcessList != null)
{
if (opportunity.Content.Template.ProcessList.Count() > 1)
{
if (!opportunity.TemplateLoaded)
{
opportunity = await _teamChannelService.CreateWorkflowAsync(opportunity, requestId);
opportunity.Metadata.OpportunityState = OpportunityState.InProgress;
}
opportunity = await _memberService.CreateWorkflowAsync(opportunity, requestId);
}
bool checklistPass = false;
foreach (var item in opportunity.Content.Template.ProcessList)
{
if (item.ProcessType.ToLower() == "checklisttab" && checklistPass == false)
{
opportunity = await _checkListProcessService.UpdateWorkflowAsync(opportunity, requestId);
checklistPass = true;
}
else if (item.ProcessType.ToLower() == "customerdecisiontab")
{
opportunity = await _customerDecisionProcessService.UpdateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessType.ToLower() == "customerfeedbacktab")
{
opportunity = await _customerFeedbackProcessService.UpdateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessType.ToLower() == "proposalstatustab")
{
opportunity = await _proposalStatusProcessService.UpdateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessStep.ToLower() == "start process")
{
opportunity = await _startProcessService.UpdateWorkflowAsync(opportunity, requestId);
}
}
}
}
else
{
_logger.LogError($"RequestId: {requestId} - CreateWorkflowAsync Service Exception");
throw new AccessDeniedException($"RequestId: {requestId} - CreateWorkflowAsync Service Exception");
}
try
{
opportunity = await MoveTempFileToTeamAsync(opportunity, requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - UpdateWorkflowAsync_MoveTempFileToTeam Service Exception: {ex}");
}
try
{
opportunity = await _dashboardService.UpdateWorkflowAsync(opportunity, requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - UpdateWorkflowAsync_dashboardservice Service Exception: {ex}");
}
var initialState = opportunity.Metadata.OpportunityState;
_logger.LogInformation($"RequestId: {requestId} - UpdateWorkflowAsync initialState: {initialState.Name} - {opportunity.Metadata.OpportunityState.Name}");
if (initialState.Value != opportunity.Metadata.OpportunityState.Value)
{
try
{
_logger.LogInformation($"RequestId: {requestId} - CreateWorkflowAsync sendNotificationCardAsync opportunity state change notification.");
var sendTo = UserProfile.Empty;
var sendNotificationCard = await _cardNotificationService.sendNotificationCardAsync(opportunity, sendTo, $"Opportunity state for {opportunity.DisplayName} has been changed to {opportunity.Metadata.OpportunityState.Name}", requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - CreateWorkflowAsync sendNotificationCardAsync OpportunityState error: {ex}");
}
}
return(opportunity);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - UpdateWorkflowAsync Service Exception: {ex}");
throw new ResponseException($"RequestId: {requestId} - UpdateWorkflowAsync Service Exception: {ex}");
}
}
public async Task <Opportunity> UpdateWorkflowAsync(Opportunity opportunity, string requestId = "")
{
try
{
var initialState = opportunity.Metadata.OpportunityState;
//create team and channels
if (opportunity.Content.DealType.ProcessList != null && opportunity.Metadata.OpportunityState == OpportunityState.Creating)
{
if (await GroupIdCheckAsync(opportunity.DisplayName, requestId))
{
string generalChannelId = await CreateTeamAndChannelsAsync(opportunity, requestId);
//Temperary change, will revert to back after implementing "add app"
opportunity.Metadata.OpportunityState = OpportunityState.InProgress;
//set channelId for Bot notifications.
opportunity.Metadata.OpportunityChannelId = generalChannelId;
}
}
bool checklistPass = false;
if (opportunity.Metadata.OpportunityState != OpportunityState.Creating)
{
try
{
opportunity = await MoveTempFileToTeamAsync(opportunity, requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - UpdateWorkflowAsync_MoveTempFileToTeam Service Exception: {ex}");
}
if (opportunity.Content.DealType.ProcessList != null)
{
foreach (var item in opportunity.Content.DealType.ProcessList)
{
if (item.ProcessType.ToLower() == "checklisttab" && checklistPass == false)
{
//DashBoard Create call Start.
await UpdateDashBoardEntryAsync(opportunity, requestId);
//DashBoard Create call End.
opportunity = await _checkListProcessService.UpdateWorkflowAsync(opportunity, requestId);
checklistPass = true;
}
else if (item.ProcessType.ToLower() == "customerdecisiontab")
{
opportunity = await _customerDecisionProcessService.UpdateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessType.ToLower() == "proposalstatustab")
{
opportunity = await _proposalStatusProcessService.UpdateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessStep.ToLower() == "start process")
{
opportunity = await _startProcessService.UpdateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessStep.ToLower() == "new opportunity")
{
opportunity = await _newOpportunityProcessService.UpdateWorkflowAsync(opportunity, requestId);
}
}
}
var roleMappings = (await _roleMappingRepository.GetAllAsync(requestId)).ToList();
}
// Send notification
_logger.LogInformation($"RequestId: {requestId} - UpdateWorkflowAsync initialState: {initialState.Name} - {opportunity.Metadata.OpportunityState.Name}");
if (initialState.Value != opportunity.Metadata.OpportunityState.Value)
{
try
{
_logger.LogInformation($"RequestId: {requestId} - CreateWorkflowAsync sendNotificationCardAsync opportunity state change notification.");
var sendTo = UserProfile.Empty;
var sendNotificationCard = await _cardNotificationService.sendNotificationCardAsync(opportunity, sendTo, $"Opportunity state for {opportunity.DisplayName} has been changed to {opportunity.Metadata.OpportunityState.Name}", requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - CreateWorkflowAsync sendNotificationCardAsync OpportunityState error: {ex}");
}
}
//Adding RelationShipManager and LoanOfficer into ProposalManager Team
foreach (var item in opportunity.Content.TeamMembers)
{
try
{
if (item.AssignedRole.DisplayName == "LoanOfficer" || item.AssignedRole.DisplayName == "RelationshipManager")
{
dynamic jsonDyn = null;
var options = new List <QueryParam>();
options.Add(new QueryParam("filter", $"startswith(displayName,'Proposal Manager Team')"));
var groupIdJson = await _graphUserAppService.GetGroupAsync(options, "", requestId);
jsonDyn = groupIdJson;
if (!String.IsNullOrEmpty(jsonDyn.value[0].id.ToString()))
{
var groupID = jsonDyn.value[0].id.ToString();
if (!String.IsNullOrEmpty(item.Fields.UserPrincipalName))
{
try
{
Guard.Against.NullOrEmpty(item.Id, $"OpportunityFactorty_{item.AssignedRole.DisplayName} Id NullOrEmpty", requestId);
var responseJson = await _graphUserAppService.AddGroupMemberAsync(item.Id, groupID, requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - userId: {item.Id} - OpportunityFactorty_AddGroupMemberAsync_{item.AssignedRole.DisplayName} error in CreateWorkflowAsync: {ex}");
}
}
}
}
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - userId: {item.Id} - OpportunityFactorty_AddGroupMemberAsync_{item.AssignedRole.DisplayName} error in CreateWorkflowAsync: {ex}");
}
}
//Adding RelationShipManager and LoanOfficer into ProposalManager Team
return(opportunity);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - UpdateWorkflowAsync Service Exception: {ex}");
throw new ResponseException($"RequestId: {requestId} - UpdateWorkflowAsync Service Exception: {ex}");
}
}
