// Generates the number of loans accessible by each Encompass user
static Dictionary <string, int> generateLoanAccessInformation(Session session)
{
// Create the result set dictionary
Dictionary <string, int> userLoanAccessCounts = new Dictionary <string, int>();
// Get the list of all users from the server
UserList users = session.Users.GetAllUsers();
foreach (User user in users)
{
try
{
// Impersonate this user
session.ImpersonateUser(user.ID);
// Retrieve a loan cursor with all loans (i.e. no filter applied). We pass an empty
// field list since we don't need any actual field data.
StringList fields = new StringList();
using (LoanReportCursor cursor = session.Reports.OpenReportCursor(fields, null))
{
// The number of loans in the cursor is the total number this user can access
userLoanAccessCounts[user.ID] = cursor.Count;
// Show a tick on the console
Console.Error.Write(".");
}
}
catch (Exception ex)
{
Console.Error.WriteLine("Failed to retrieve loan count for user {0}: {1}", user.ID, ex);
}
finally
{
// End the impersonation
session.RestoreIdentity();
}
}
// Write an endline to the error console
Console.Error.WriteLine();
return(userLoanAccessCounts);
}
public static IDictionary <string, DateTime> LoansAndLastModifiedReport(Session session, QueryCriterion criterion)
{
IDictionary <string, DateTime> loans = new Dictionary <string, DateTime>();
StringList fields = new StringList();
fields.Add("Loan.LastModified");
try
{
LoanReportCursor results = session.Reports.OpenReportCursor(fields, criterion);
foreach (LoanReportData d in results)
{
loans.Add(d.Guid, (DateTime)d["Loan.LastModified"]);
}
results.Close();
}
catch
{
//noop
}
return(loans);
}
private String startApplication()
{
Console.Out.WriteLine("Program running...");
String text = "";
//Investor Lock Date
/* DateFieldCriterion invLockEmpty = new DateFieldCriterion();
* invLockEmpty.FieldName = "Fields.2220";
* invLockEmpty.Value = DateFieldCriterion.EmptyDate;
* invLockEmpty.MatchType = OrdinalFieldMatchType.Equals;
*
* //non empty CTC date
* DateFieldCriterion ctcNonEmpty = new DateFieldCriterion();
* ctcNonEmpty.FieldName = "Fields.Log.MS.Date.Clear to Close";
* ctcNonEmpty.Value = DateFieldCriterion.NonEmptyDate;
* ctcNonEmpty.MatchType = OrdinalFieldMatchType.Equals;
*
* //empty funding date
* DateFieldCriterion fundDateEmpty = new DateFieldCriterion();
* fundDateEmpty.FieldName = "Fields.Log.MS.Date.Funding";
* fundDateEmpty.Value = DateFieldCriterion.EmptyDate;
* fundDateEmpty.MatchType = OrdinalFieldMatchType.Equals;
*
* //or
* DateFieldCriterion fundDateNotEmpty = new DateFieldCriterion();
* fundDateNotEmpty.FieldName = "Fields.Log.MS.Date.Funding";
* fundDateNotEmpty.Value = DateFieldCriterion.NonEmptyDate;
* fundDateNotEmpty.MatchType = OrdinalFieldMatchType.Equals;*/
StringFieldCriterion folderCri = new StringFieldCriterion();
folderCri.FieldName = "Loan.LoanFolder";
folderCri.Value = "My Pipeline";
folderCri.MatchType = StringFieldMatchType.Exact;
StringFieldCriterion folderCri2 = new StringFieldCriterion();
folderCri2.FieldName = "Loan.LoanFolder";
folderCri2.Value = "Completed Loans";
folderCri2.MatchType = StringFieldMatchType.Exact;
DateFieldCriterion purchDateNotEmpty = new DateFieldCriterion();
purchDateNotEmpty.FieldName = "Fields.Log.MS.Date.Purchased";
purchDateNotEmpty.Value = DateFieldCriterion.NonEmptyDate;
purchDateNotEmpty.MatchType = OrdinalFieldMatchType.Equals;
DateFieldCriterion purchDateThisMonth = new DateFieldCriterion();
purchDateThisMonth.FieldName = "Fields.Log.MS.Date.Purchased";
purchDateThisMonth.Value = new DateTime(DateTime.Now.Year, DateTime.Now.Month, 1);
purchDateThisMonth.MatchType = OrdinalFieldMatchType.GreaterThan;
QueryCriterion fullQuery = purchDateThisMonth.And(purchDateNotEmpty).And(folderCri.Or(folderCri2));
StringList fields = new StringList();
Row row = new Row();
row.setHeader(true);
row.add("Investor");
fields.Add("Fields.2825");
row.add("Inv #");
fields.Add("Fields.2826");
row.add("Loan #");
fields.Add("Fields.364");
row.add("Borrower Name");
fields.Add("Fields.4002");
fields.Add("Fields.4000");
row.add("Address");
fields.Add("Fields.11");
row.add("Rate");
fields.Add("Fields.3");
row.add("Loan Amount");
fields.Add("Fields.1109");
row.add("Funded");
fields.Add("Fields.Log.MS.Date.Funding");
row.add("Purchased");
fields.Add("Fields.Log.MS.Date.Purchased");
// row.add("Base YSP");
fields.Add("Fields.2232");
// row.add("Total Adj");
fields.Add("Fields.2273");
// row.add("Net YSP");
fields.Add("Fields.2274");
// row.add("Net SRP");
fields.Add("Fields.2276");
row.add("Total Rebate");
row.add("Rebate");
row.add("Investor Interest");
fields.Add("Fields.2834");
row.add("Investor Fees");
fields.Add("Fields.2373");
fields.Add("Fields.2375");
fields.Add("Fields.2377");
fields.Add("Fields.2379");
fields.Add("Fields.2381");
fields.Add("Fields.2383");
row.add("Appraisal");
fields.Add("Fields.641");
row.add("Credit Fee");
fields.Add("Fields.640");
row.add("Interest");
fields.Add("Fields.334");
row.add("Escrow Fees");
fields.Add("Fields.NEWHUD2.X11");
fields.Add("Fields.NEWHUD2.X14");
fields.Add("Fields.NEWHUD.X808");
fields.Add("Fields.NEWHUD.X810");
fields.Add("Fields.NEWHUD.X812");
fields.Add("Fields.NEWHUD.X814");
fields.Add("Fields.NEWHUD.X816");
fields.Add("Fields.NEWHUD.X818");
fields.Add("Fields.NEWHUD.X639");
row.add("Title Fees");
fields.Add("Fields.NEWHUD.X572");
fields.Add("Fields.NEWHUD.X639");
fields.Add("Fields.NEWHUD.X215");
fields.Add("Fields.NEWHUD.X216");
fields.Add("Fields.1763");
fields.Add("Fields.1768");
fields.Add("Fields.1773");
fields.Add("Fields.1778");
fields.Add("Fields.NEWHUD.X1604");
fields.Add("Fields.NEWHUD.X1612");
row.add("Recording Fee");
fields.Add("Fields.NEWHUD.X607");
row.add("Processor");
fields.Add("Fields.362");
row.add("Loan Officer");
fields.Add("Fields.317");
//loan purpose
fields.Add("Fields.19");
report.Add(row);
SortCriterionList sortOrder = new SortCriterionList();
sortOrder.Add(new SortCriterion("Fields.Log.MS.Date.Purchased", SortOrder.Ascending));
LoanReportCursor results = Program.mySession.getSession().Reports.OpenReportCursor(fields, fullQuery, sortOrder);
Console.Out.WriteLine(results.ToString());
int count = results.Count;
Console.Out.WriteLine("Total Files" + ": " + count);
//end program if results empty
if (count == 0)
{
results.Close();
Environment.Exit(0);
}
//local variables
double rebateTotal = 0;
double escrowTotal = 0;
double titleTotal = 0;
double interestTotal = 0;
//double warehouseFeeTotal = 0;
//double warehouseIntTotal = 0;
double appraisalTotal = 0;
double creditTotal = 0;
double recordingTotal = 0;
double investorFeeTotal = 0;
double investorIntTotal = 0;
text += "Total Files Purchased this Month-to-Date: <b>" + count + "</b><br/><br/>";
text += "<div class='small'><ul>Fees and Income not included" +
"<li>warehouse fees and interest</li>" +
"<li>payoff fees refunded to borrower</li>" +
"</ul> </div>";
//iterate through query and format
foreach (LoanReportData data in results)
{
Row line = new Row();
line.add(data["Fields.2825"].ToString());
line.add(data["Fields.2826"].ToString());
line.add(data["Fields.364"].ToString());
line.add((data["Fields.4002"].ToString() + " " + data["Fields.4000"].ToString()).ToUpper());
line.add(data["Fields.11"].ToString().ToUpper());
line.add(Convert.ToDouble(data["Fields.3"]).ToString("F3"));
int loanAmt = Convert.ToInt32(data["Fields.1109"]);
line.add(loanAmt.ToString("C"));
line.add(Convert.ToDateTime(data["Fields.Log.MS.Date.Funding"]).ToShortDateString());
line.add(Convert.ToDateTime(data["Fields.Log.MS.Date.Purchased"]).ToShortDateString());
// line.add(Utility.toPercent(data["Fields.2232"]));
// line.add(Utility.toPercent(data["Fields.2273"]));
// line.add(Utility.toPercent(data["Fields.2274"]));
// line.add(Utility.toPercent(data["Fields.2276"]));
Double rebate = (Convert.ToDouble(data["Fields.2274"]) + Convert.ToDouble(data["Fields.2276"]));
if (rebate <= 0.0001)
{
line.add(rebate.ToString("F3"), 1);
line.add(" ");
}
else
{
line.add(rebate.ToString("F3"));
Double rebateAmt = (rebate - 100) * loanAmt * .01;
if (rebateAmt <= 0)
{
line.add(rebateAmt.ToString("C"), 2);
}
else
{
line.add(rebateAmt.ToString("C"));
}
rebateTotal += rebateAmt;
}
double investorInt = Convert.ToDouble(data["Fields.2834"]);
line.add((investorInt * -1).ToString("C"));
investorIntTotal += investorInt;
double investorFees = Convert.ToDouble(data["Fields.2373"]) + Convert.ToDouble(data["Fields.2375"])
+ Convert.ToDouble(data["Fields.2377"]) + Convert.ToDouble(data["Fields.2379"])
+ Convert.ToDouble(data["Fields.2381"]) + Convert.ToDouble(data["Fields.2383"]);
line.add((investorFees * -1).ToString("C"));
investorFeeTotal += investorFees;
double appraisalFee = (Convert.ToDouble(data["Fields.641"]));
line.add((-1 * appraisalFee).ToString("C")); //appraisal fee
appraisalTotal += appraisalFee;
double creditFee = (Convert.ToDouble(data["Fields.640"]));
line.add((creditFee * -1).ToString("C")); //Credit fee
creditTotal += creditFee;
double interest = Convert.ToDouble(data["Fields.334"]);
line.add((interest).ToString("C")); //interest
interestTotal += interest;
String purpose = data["Fields.19"].ToString();
if (purpose.Contains("Refi"))
{
double escrowFees = Convert.ToDouble(data["Fields.NEWHUD2.X11"]) +
Convert.ToDouble(data["Fields.NEWHUD.X808"]) + Convert.ToDouble(data["Fields.NEWHUD2.X14"]) +
Convert.ToDouble(data["Fields.NEWHUD.X810"]) + Convert.ToDouble(data["Fields.NEWHUD.X812"]) +
Convert.ToDouble(data["Fields.NEWHUD.X814"]) + Convert.ToDouble(data["Fields.NEWHUD.X816"]) +
Convert.ToDouble(data["Fields.NEWHUD.X818"]);
line.add(escrowFees.ToString("C"));
escrowTotal += escrowFees;
double titleFees =
Convert.ToDouble(data["Fields.NEWHUD.X215"]) + Convert.ToDouble(data["Fields.NEWHUD.X216"]) +
Convert.ToDouble(data["Fields.1763"]) + Convert.ToDouble(data["Fields.1768"]) +
Convert.ToDouble(data["Fields.NEWHUD.X639"]) +
Convert.ToDouble(data["Fields.1773"]) + Convert.ToDouble(data["Fields.1778"]) +
Convert.ToDouble(data["Fields.NEWHUD.X1604"]) + Convert.ToDouble(data["Fields.NEWHUD.X1612"]);
titleTotal += titleFees;
//Convert.ToDouble(data["Fields.NEWHUD.X572"]) owner's title
line.add((-1 * titleFees).ToString("C"));
double recordingFee = Convert.ToDouble(data["Fields.NEWHUD.X607"]);
line.add((recordingFee * -1).ToString("C"));
recordingTotal += recordingFee;
}
else
{
line.add("Purchase");
line.add("Purchase");
line.add("Purchase");
}
line.add(data["Fields.362"].ToString());
line.add(data["Fields.317"].ToString());
report.Add(line);
Console.Out.Write("."); //status bar
}
//process last row
Row totals = new Row();
totals.setHeader(true);
totals.add("");
totals.add("");
totals.add("");
totals.add("");
totals.add("");
totals.add("");
totals.add("");
totals.add("Count");
totals.add(count.ToString());
totals.add("Total");
totals.add(rebateTotal.ToString("C"));
totals.add((-1 * investorIntTotal).ToString("C"));
totals.add((-1 * investorFeeTotal).ToString("C"));
totals.add((-1 * appraisalTotal).ToString("C"));
totals.add((-1 * creditTotal).ToString("C"));
totals.add((-1 * interestTotal).ToString("C"));
totals.add(escrowTotal.ToString("C"));
totals.add((-1 * titleTotal).ToString("C"));
totals.add((-1 * recordingTotal).ToString("C"));
totals.add("Grand Total");
double sum = rebateTotal - investorIntTotal - investorFeeTotal
- appraisalTotal - creditTotal + interestTotal + escrowTotal
- titleTotal - recordingTotal;
totals.add(sum.ToString("C"));
report.Add(totals);
Console.Out.WriteLine("");
results.Close();
text += formatReport(report);
return(text);
}
private String startApplication()
{
log.Info("Program running...");
String text = "";
DateFieldCriterion cri = new DateFieldCriterion();
cri.FieldName = "Fields.Log.MS.Date.Funding";
cri.Value = DateFieldCriterion.NonEmptyDate;
cri.MatchType = OrdinalFieldMatchType.Equals;
DateFieldCriterion cri2 = new DateFieldCriterion();
cri2.FieldName = "Fields.Log.MS.Date.Purchased";
cri2.Value = DateFieldCriterion.EmptyDate;
cri2.MatchType = OrdinalFieldMatchType.Equals;
StringFieldCriterion folderCri = new StringFieldCriterion();
folderCri.FieldName = "Loan.LoanFolder";
folderCri.Value = "My Pipeline";
folderCri.MatchType = StringFieldMatchType.Exact;
QueryCriterion fullQuery = folderCri.And(cri.And(cri2));
StringList fields = new StringList();
fields.Add("Fields.VEND.X263");
fields.Add("Fields.352");
fields.Add("Fields.364");
fields.Add("Fields.37");
fields.Add("Fields.4000");
fields.Add("Fields.1109");
fields.Add("Fields.362");
fields.Add("Fields.317");
fields.Add("Fields.Log.MS.Date.Funding");
SortCriterionList sortOrder = new SortCriterionList();
sortOrder.Add(new SortCriterion("Fields.Log.MS.Date.Funding"));
LoanReportCursor results = Program.mySession.getSession().Reports.OpenReportCursor(fields, fullQuery, sortOrder);
Console.Out.WriteLine(results.ToString());
int count = results.Count;
log.Info("Total Files Not Purchased " + DateTime.Now.ToShortDateString() + ": " + count);
text += "Total Files Not Purchased: <b>" + count + "</b><br/><br/>";
//headers
Row row = new Row();
row.setHeader(true);
row.add("Investor");
row.add("Inv #");
row.add("Loan #");
row.add("Borrower Name");
//row.add("First Name");
row.add("Loan Amount");
row.add("Processor");
row.add("Loan Officer");
row.add("Funding Date");
report.Add(row);
foreach (LoanReportData data in results)
{
Row line = new Row();
line.add(data["Fields.VEND.X263"].ToString());
line.add(data["Fields.352"].ToString());
line.add(data["Fields.364"].ToString());
line.add(data["Fields.37"].ToString().ToUpper() + ", " + data["Fields.4000"].ToString().ToUpper());
line.add(Convert.ToInt32(data["Fields.1109"]).ToString("C"));
line.add(data["Fields.362"].ToString());
line.add(data["Fields.317"].ToString());
line.add(Math.Ceiling(DateTime.Now.Subtract(Convert.ToDateTime(data["Fields.Log.MS.Date.Funding"])).TotalDays).ToString());
report.Add(line);
Console.Out.Write("."); //status bar
}
Console.Out.WriteLine("");
results.Close();
text += formatReport(report);
return(text);
}
private String startApplication()
{
log.Info("Program running...");
String text = "";
//Investor Lock Date
DateFieldCriterion invLockEmpty = new DateFieldCriterion();
invLockEmpty.FieldName = "Fields.2220";
invLockEmpty.Value = DateFieldCriterion.EmptyDate;
invLockEmpty.MatchType = OrdinalFieldMatchType.Equals;
//non empty CTC date
DateFieldCriterion ctcNonEmpty = new DateFieldCriterion();
ctcNonEmpty.FieldName = "Fields.Log.MS.Date.Clear to Close";
ctcNonEmpty.Value = DateFieldCriterion.NonEmptyDate;
ctcNonEmpty.MatchType = OrdinalFieldMatchType.Equals;
//empty funding date
DateFieldCriterion fundDateEmpty = new DateFieldCriterion();
fundDateEmpty.FieldName = "Fields.Log.MS.Date.Funding";
fundDateEmpty.Value = DateFieldCriterion.EmptyDate;
fundDateEmpty.MatchType = OrdinalFieldMatchType.Equals;
//or
DateFieldCriterion fundDateNotEmpty = new DateFieldCriterion();
fundDateNotEmpty.FieldName = "Fields.Log.MS.Date.Funding";
fundDateNotEmpty.Value = DateFieldCriterion.NonEmptyDate;
fundDateNotEmpty.MatchType = OrdinalFieldMatchType.Equals;
StringFieldCriterion folderCri = new StringFieldCriterion();
folderCri.FieldName = "Loan.LoanFolder";
folderCri.Value = "My Pipeline";
folderCri.MatchType = StringFieldMatchType.Exact;
DateFieldCriterion purchDateEmpty = new DateFieldCriterion();
purchDateEmpty.FieldName = "Fields.Log.MS.Date.Purchased";
purchDateEmpty.Value = DateFieldCriterion.EmptyDate;
purchDateEmpty.MatchType = OrdinalFieldMatchType.Equals;
QueryCriterion fullQuery = folderCri.And((ctcNonEmpty.And(fundDateEmpty)));
StringList fields = new StringList();
Row row = new Row();
row.setHeader(true);
row.add("Investor");
fields.Add("Fields.2825");
row.add("Inv #");
fields.Add("Fields.2826");
row.add("Loan #");
fields.Add("Fields.364");
row.add("Borrower Name");
fields.Add("Fields.4002");
fields.Add("Fields.4000");
row.add("Address");
fields.Add("Fields.11");
row.add("Rate");
fields.Add("Fields.3");
row.add("Loan Amount");
fields.Add("Fields.1109");
row.add("Milestone");
fields.Add("Fields.Log.MS.CurrentMilestone");
row.add("Date Started");
fields.Add("Fields.Log.MS.Date.Started");
row.add("Base YSP");
fields.Add("Fields.2232");
row.add("Total Adj");
fields.Add("Fields.2273");
row.add("Net YSP");
fields.Add("Fields.2274");
row.add("Net SRP");
fields.Add("Fields.2276");
row.add("Total Rebate");
row.add("Locked");
fields.Add("Fields.2400");
row.add("Victoria Lock Date");
fields.Add("Fields.761");
fields.Add("Fields.2149");
row.add("Inv Lock Date");
fields.Add("Fields.2220");
row.add("Inv Lock Exp");
fields.Add("Fields.2222");
row.add("P/S/I");
fields.Add("Fields.1811");
row.add("Purpose");
fields.Add("Fields.19");
row.add("Processor");
fields.Add("Fields.362");
row.add("Loan Officer");
fields.Add("Fields.317");
report.Add(row);
SortCriterionList sortOrder = new SortCriterionList();
sortOrder.Add(new SortCriterion("Fields.Log.MS.CurrentMilestone", SortOrder.Descending));
sortOrder.Add(new SortCriterion("Fields.2149", SortOrder.Ascending));
LoanReportCursor results = Program.mySession.getSession().Reports.OpenReportCursor(fields, fullQuery, sortOrder);
Console.Out.WriteLine(results.ToString());
int count = results.Count;
log.Info("Total Files" + ": " + count);
text += "Total Files CTC, Not Funded: <b>" + count + "</b><br/><br/>";
//iterate through query and format
foreach (LoanReportData data in results)
{
Row line = new Row();
line.add(data["Fields.2825"].ToString());
line.add(data["Fields.2826"].ToString());
line.add(data["Fields.364"].ToString());
line.add((data["Fields.4002"].ToString() + " " + data["Fields.4000"].ToString()).ToUpper());
line.add(data["Fields.11"].ToString().ToUpper());
line.add(Convert.ToDouble(data["Fields.3"]).ToString("F3"));
line.add(Convert.ToInt32(data["Fields.1109"]).ToString("C"));
line.add(data["Fields.Log.MS.CurrentMilestone"].ToString());
line.add(Convert.ToDateTime(data["Fields.Log.MS.Date.Started"]).ToShortDateString());
line.add(Utility.toPercent(data["Fields.2232"]));
line.add(Utility.toPercent(data["Fields.2273"]));
line.add(Utility.toPercent(data["Fields.2274"]));
line.add(Utility.toPercent(data["Fields.2276"]));
line.add((Convert.ToDouble(data["Fields.2274"]) + Convert.ToDouble(data["Fields.2276"])).ToString("F3"));
line.add(data["Fields.2400"].ToString());
line.add(Utility.toShortDate(data["Fields.2149"]));
line.add(Utility.toShortDate(data["Fields.2220"]));
line.add(Utility.toShortDate(data["Fields.2222"]));
//occupancy
line.add(data["Fields.1811"].ToString().Substring(0, 1));
String purpose = data["Fields.19"].ToString();
if (purpose.Equals("Cash-Out Refinance"))
{
line.add("C/O Refi");
}
else if (purpose.Equals("NoCash-Out Refinance"))
{
line.add("No C/O Refi");
}
else if (purpose.Equals("Purchase"))
{
line.add("Purch");
}
else
{
line.add(purpose);
}
line.add(data["Fields.362"].ToString());
line.add(data["Fields.317"].ToString());
report.Add(line);
Console.Out.Write("."); //status bar
}
Console.Out.WriteLine("");
results.Close();
text += formatReport(report);
return(text);
}
private String startApplication()
{
log.Info("Program running...");
String text = "";
DateFieldCriterion cri = new DateFieldCriterion();
cri.FieldName = "Fields.Log.MS.Date.Clear to Close";
cri.Value = DateFieldCriterion.EmptyDate;
cri.MatchType = OrdinalFieldMatchType.Equals;
DateFieldCriterion cri2 = new DateFieldCriterion();
cri2.FieldName = "Fields.Log.MS.Date.Started";
cri2.Value = DateTime.Today.AddDays(-60); //last 60 days
cri2.MatchType = OrdinalFieldMatchType.GreaterThanOrEquals;
StringFieldCriterion folderCri = new StringFieldCriterion();
folderCri.FieldName = "Loan.LoanFolder";
folderCri.Value = "My Pipeline";
folderCri.MatchType = StringFieldMatchType.Exact;
QueryCriterion fullQuery = folderCri.And(cri.And(cri2));
StringList fields = new StringList();
Row row = new Row();
row.setHeader(true);
row.add("Milestone");
fields.Add("Fields.Log.MS.CurrentMilestone");
row.add("Date Started");
fields.Add("Fields.Log.MS.Date.Started");
row.add("Date Submitted");
fields.Add("Fields.Log.MS.Date.Submittal");
row.add("Loan #");
fields.Add("Fields.364");
row.add("Borrower Name");
fields.Add("Fields.4002");
fields.Add("Fields.4000");
row.add("Address");
fields.Add("Fields.11");
row.add("Loan Amount");
fields.Add("Fields.1109");
row.add("Purpose");
fields.Add("Fields.19");
row.add("Term");
fields.Add("Fields.4");
row.add("Rate");
fields.Add("Fields.3");
row.add("Locked Date");
fields.Add("Fields.761");
row.add("Processor");
fields.Add("Fields.362");
row.add("Loan Officer");
fields.Add("Fields.317");
report.Add(row);
SortCriterionList sortOrder = new SortCriterionList();
sortOrder.Add(new SortCriterion("Fields.Log.MS.Date.Started", SortOrder.Ascending));
LoanReportCursor results = Program.mySession.getSession().Reports.OpenReportCursor(fields, fullQuery, sortOrder);
Console.Out.WriteLine(results.ToString());
int count = results.Count;
log.Info("Total Files Not CTC " + ": " + count);
text += "Total Files Not CTC last 60 days: <b>" + count + "</b><br/><br/>";
//iterate through query and format
foreach (LoanReportData data in results)
{
Row line = new Row();
line.add(data["Fields.Log.MS.CurrentMilestone"].ToString());
line.add(Convert.ToDateTime(data["Fields.Log.MS.Date.Started"]).ToShortDateString());
line.add(Utility.toShortDate(data["Fields.Log.MS.Date.Submittal"]));
line.add(data["Fields.364"].ToString());
line.add(data["Fields.4002"].ToString().ToUpper() + ", " + data["Fields.4000"].ToString().ToUpper());
line.add(data["Fields.11"].ToString().ToUpper());
line.add(Convert.ToInt32(data["Fields.1109"]).ToString("C"));
line.add(data["Fields.19"].ToString());
line.add(Convert.ToInt32(data["Fields.4"]).ToString());
line.add(Convert.ToDouble(data["Fields.3"]).ToString("F3"));
line.add(Utility.toShortDate(data["Fields.761"]));
line.add(data["Fields.362"].ToString());
line.add(data["Fields.317"].ToString());
report.Add(line);
Console.Out.Write("."); //status bar
}
Console.Out.WriteLine("");
results.Close();
text += formatReport(report);
return(text);
}
private String startApplication()
{
log.Info("Program running...");
String text = "";
DateFieldCriterion cri = new DateFieldCriterion();
cri.FieldName = "Fields.Log.MS.Date.Clear to Close";
cri.Value = DateFieldCriterion.EmptyDate;
cri.MatchType = OrdinalFieldMatchType.Equals;
DateFieldCriterion cri2 = new DateFieldCriterion();
cri2.FieldName = "Fields.Log.MS.Date.Started";
cri2.Value = DateTime.Today.AddDays(-1 * days); //last num days
cri2.MatchType = OrdinalFieldMatchType.GreaterThanOrEquals;
StringFieldCriterion folderCri = new StringFieldCriterion();
folderCri.FieldName = "Loan.LoanFolder";
folderCri.Value = "My Pipeline";
folderCri.MatchType = StringFieldMatchType.Exact;
QueryCriterion fullQuery = folderCri.And(cri.And(cri2));
StringList fields = new StringList();
Row header = new Row();
header.setHeader(true);
header.add("Milestone");
fields.Add("Fields.Log.MS.CurrentMilestone");
header.add("Date Started");
fields.Add("Fields.Log.MS.Date.Started");
header.add("Date Submitted");
fields.Add("Fields.Log.MS.Date.Submittal");
header.add("Loan #");
fields.Add("Fields.364");
header.add("Borrower Name");
fields.Add("Fields.4002");
fields.Add("Fields.4000");
header.add("Address");
fields.Add("Fields.11");
header.add("Loan Amount");
fields.Add("Fields.1109");
header.add("Purpose");
fields.Add("Fields.19");
header.add("Term");
fields.Add("Fields.4");
header.add("Rate");
fields.Add("Fields.3");
header.add("Locked Date");
fields.Add("Fields.761");
header.add("Processor");
fields.Add("Fields.362");
header.add("Loan Officer");
fields.Add("Fields.317");
header.add("Milestone Notes");
fields.Add("Fields.Log.MS.Stage");
fields.Add("Fields.Log.MS.Comments.Approval");
fields.Add("Fields.Log.MS.Comments.Clear to Close");
fields.Add("Fields.Log.MS.Comments.Completion");
fields.Add("Fields.Log.MS.Comments.Cond Approval");
fields.Add("Fields.Log.MS.Comments.Docs Drawn");
fields.Add("Fields.Log.MS.Comments.Docs Signing");
fields.Add("Fields.Log.MS.Comments.Funding");
fields.Add("Fields.Log.MS.Comments.Processing");
fields.Add("Fields.Log.MS.Comments.Purchased");
fields.Add("Fields.Log.MS.Comments.Ready for Docs");
fields.Add("Fields.Log.MS.Comments.Resubmittal");
fields.Add("Fields.Log.MS.Comments.Sent to Title");
fields.Add("Fields.Log.MS.Comments.Shipping");
fields.Add("Fields.Log.MS.Comments.Started");
fields.Add("Fields.Log.MS.Comments.Submittal");
report.Add(header);
SortCriterionList sortOrder = new SortCriterionList();
sortOrder.Add(new SortCriterion("Fields.362", SortOrder.Ascending));
sortOrder.Add(new SortCriterion("Fields.Log.MS.Date.Started", SortOrder.Descending));
LoanReportCursor results = Program.mySession.getSession().Reports.OpenReportCursor(fields, fullQuery, sortOrder);
//Console.Out.WriteLine(results.ToString());
int count = results.Count;
log.Info("Total Files" + ": " + count);
text += "Total Files:<b>" + count + "</b> active last " + days + " days<br/><br/>";
String currProcessor = "";//"null" string
count = 0;
//iterate through query and format
foreach (LoanReportData data in results)
{
if (!currProcessor.Equals(data["Fields.362"].ToString()))
{
Row subheader = new Row();
subheader.setHeader(true);
subheader.add("Processor: ");
subheader.add(currProcessor);
subheader.add("Count: " + count);
report.Add(subheader);
text += formatReport(report);
text += "<br/><br/>";
// reset
count = 0;
report.Clear();
currProcessor = data["Fields.362"].ToString();
report.Add(header);
}
count++;
Row line = new Row();
line.add(data["Fields.Log.MS.CurrentMilestone"].ToString());
line.add(Convert.ToDateTime(data["Fields.Log.MS.Date.Started"]).ToShortDateString());
if (Math.Ceiling(DateTime.Now.Subtract(Convert.ToDateTime(data["Fields.Log.MS.Date.Started"])).TotalDays) > 60)
{
line.setWarn(true);
}
line.add(Utility.toShortDate(data["Fields.Log.MS.Date.Submittal"]));
line.add(data["Fields.364"].ToString());
line.add(data["Fields.4002"].ToString().ToUpper() + ", " + data["Fields.4000"].ToString().ToUpper());
line.add(data["Fields.11"].ToString().ToUpper());
line.add(Convert.ToInt32(data["Fields.1109"]).ToString("C"));
line.add(data["Fields.19"].ToString());
line.add(Convert.ToInt32(data["Fields.4"]).ToString());
line.add(Convert.ToDouble(data["Fields.3"]).ToString("F3"));
line.add(Utility.toShortDate(data["Fields.761"]));
line.add(data["Fields.362"].ToString());
line.add(data["Fields.317"].ToString());
//milestone comments
string nextMilestone = data["Fields.Log.MS.Stage"].ToString();
//string notes = "";
StringList log = new StringList();
log.Add(data["Fields.Log.MS.Comments.Started"].ToString());
log.Add(data["Fields.Log.MS.Comments.Processing"].ToString());
log.Add(data["Fields.Log.MS.Comments.Submittal"].ToString());
log.Add(data["Fields.Log.MS.Comments.Cond Approval"].ToString());
log.Add(data["Fields.Log.MS.Comments.Resubmittal"].ToString());
log.Add(data["Fields.Log.MS.Comments.Clear to Close"].ToString());
log.Add(data["Fields.Log.MS.Comments.Ready for Docs"].ToString());
log.Add(data["Fields.Log.MS.Comments.Docs Drawn"].ToString());
log.Add(data["Fields.Log.MS.Comments.Docs Signing"].ToString());
log.Add(data["Fields.Log.MS.Comments.Funding"].ToString());
log.Add(data["Fields.Log.MS.Comments.Purchased"].ToString());
log.Add(data["Fields.Log.MS.Comments.Shipping"].ToString());
log.Add(data["Fields.Log.MS.Comments.Completion"].ToString());
String notes = "";
foreach (string l in log)
{
if (l.Trim().Length != 0)
{
using (StringReader reader = new StringReader(l.ToString()))
{
string li = "";
while ((li = reader.ReadLine()) != null)
{
notes += li.Trim() + "<br/>";
}
}
}
}
line.add(notes);
if (Program.debug)
{
line.add(data.Guid);
}
report.Add(line);
Console.Out.Write("."); //status bar
}
Console.Out.WriteLine("");
results.Close();
//text += formatReport(report);
return(text);
}
private String startApplication()
{
log.Info("Program running...");
String text = "";
DateFieldCriterion cri = new DateFieldCriterion();
cri.FieldName = "Fields.Log.MS.Date.Funding";
cri.Value = DateTime.Now;
cri.Precision = DateFieldMatchPrecision.Day;
QueryCriterion fullQuery = cri;
StringList fields = new StringList();
fields.Add("Fields.VEND.X263");
fields.Add("Fields.352");
fields.Add("Fields.364");
fields.Add("Fields.37");
fields.Add("Fields.4000");
fields.Add("Fields.1109");
fields.Add("Fields.362");
fields.Add("Fields.317");
LoanReportCursor results = Program.mySession.getSession().Reports.OpenReportCursor(fields, fullQuery);
//LoanIdentityList ids = session.Loans.Query(fullQuery);
int count = results.Count;
log.Info("Total Files Funded " + cri.Value.ToShortDateString() + ": " + count);
text += "Total Files Funded on " + cri.Value.ToShortDateString() + ": <b>" + count + "</b><br/><br/>";
//headers
Row row = new Row();
row.setHeader(true);
row.add("Investor");
row.add("Inv #");
row.add("Loan #");
row.add("Borrower Name");
row.add("Loan Amount");
row.add("Processor");
row.add("Loan Officer");
report.Add(row);
foreach (LoanReportData data in results)
{
Row line = new Row();
line.add(data["Fields.VEND.X263"].ToString());
line.add(data["Fields.352"].ToString());
line.add(data["Fields.364"].ToString());
line.add(data["Fields.37"].ToString().ToUpper() + ", " + data["Fields.4000"].ToString().ToUpper());
line.add(Convert.ToInt32(data["Fields.1109"]).ToString("C"));
line.add(data["Fields.362"].ToString());
line.add(data["Fields.317"].ToString());
report.Add(line);
Console.Out.Write("."); //status bar
}
Console.Out.WriteLine("");
results.Close();
text += formatReport(report);
return(text);
}
private LoanReportCursor encompassQueryBuilder(QueryCriterion folderCri)
{
StringList fields = new StringList();
fields.Add("Fields.VEND.X263");
fields.Add("Fields.352");
fields.Add("Fields.364");
fields.Add("Fields.37");
fields.Add("Fields.4000");
fields.Add("Fields.1109");
fields.Add("Fields.362");
fields.Add("Fields.317");
fields.Add("Fields.11"); //prop address
fields.Add("Fields.12"); //prop city
fields.Add("Fields.15"); //prop zip
fields.Add("Fields.362"); //processor
fields.Add("Fields.317"); //loan officer
fields.Add("Fields.Log.MS.CurrentMilestone");
fields.Add("Fields.Log.MS.Date.Started");
fields.Add("Fields.Log.MS.Date.Submittal");
fields.Add("Fields.Log.MS.Date.Clear to Close");
fields.Add("Fields.Log.MS.Date.Docs Drawn");
fields.Add("Fields.Log.MS.Date.Docs Signing");
fields.Add("Fields.Log.MS.Date.Funding");
fields.Add("Fields.Log.MS.Date.Purchased");
fields.Add("Fields.Log.MS.Date.Completion");
fields.Add("Fields.Log.MS.Comments.Approval");
fields.Add("Fields.Log.MS.Comments.Clear to Close");
fields.Add("Fields.Log.MS.Comments.Completion");
fields.Add("Fields.Log.MS.Comments.Cond Approval");
fields.Add("Fields.Log.MS.Comments.Docs Drawn");
fields.Add("Fields.Log.MS.Comments.Docs Signing");
fields.Add("Fields.Log.MS.Comments.Funding");
fields.Add("Fields.Log.MS.Comments.Processing");
fields.Add("Fields.Log.MS.Comments.Purchased");
fields.Add("Fields.Log.MS.Comments.Ready for Docs");
fields.Add("Fields.Log.MS.Comments.Resubmittal");
fields.Add("Fields.Log.MS.Comments.Shipping");
fields.Add("Fields.Log.MS.Comments.Started");
fields.Add("Fields.Log.MS.Comments.Submittal");
fields.Add("Fields.19"); //loan purpose
fields.Add("Fields.4"); //loan term
fields.Add("Fields.1811"); //occupancy
fields.Add("Fields.3"); //interest rate
fields.Add("Fields.1393"); //current status
fields.Add("Fields.761"); //locked date
fields.Add("Fields.2149"); //victoria lock date
fields.Add("Fields.2220"); //investor lock date
fields.Add("Fields.2222"); //investor lock exp date
fields.Add("Fields.2287"); //investor lock type
fields.Add("Fields.2232"); //base YSP
fields.Add("Fields.2273"); //total adjustments
fields.Add("Fields.2277"); //net ysp
fields.Add("Fields.2276"); //net srp
fields.Add("Fields.SERVICE.X8"); //servicing status
fields.Add("Fields.682"); //first payment date
fields.Add("Fields.3514"); //1st payment to investor
fields.Add("Fields.SERVICE.X9"); //last statement printed date
// fields.Add("Fields.SERVICE.X10");//Interm Service Printed
fields.Add("Fields.SERVICE.X39"); //number of payments
LoanReportCursor results = Program.mySession.getSession().Reports.OpenReportCursor(fields, folderCri);
return(results);
//LoanIdentityList ids = session.Loans.Query(fullQuery);
}
private void startApplication()
{
log.Debug("Program running...");
//setup folder query
StringFieldCriterion folderCri = selectLoanFolder();
//execute encompass query
LoanReportCursor results = encompassQueryBuilder(folderCri);
int total = results.Count;
int count = 0;
log.Info("Total Files: " + total);
//query list for mySql
//List<MySqlCommand> queries = new List<MySqlCommand>();
log.Debug("connecting to MySQL...");
db_connect connection = new db_connect();
connection.connect();
log.Debug("connected to MySQL");
MySqlCommand cmd = new MySqlCommand();
cmd.Connection = connection.getConnection();
foreach (LoanReportData data in results)
{
Dictionary <String, String> map = dbQueryBuilder(data);
/*cmd.CommandText = string.Format(
* "INSERT INTO loans(guid, investor, investorNum, createdAt, b1_lname, b1_fname, loanAmt, loanNum, fundedDate, processor, loan_officer, purchasedDate) " +
* "values(@v1, @v2, @v3, @createdAt, @v4, @v5, @v6, @v7, @v8, @v9, @v10, " +
* "@v11, @currMilestone) " +
* "ON DUPLICATE KEY UPDATE guid=@v1, investor=@v2, investorNum=@v3, updatedAt=@updatedAt, b1_lname=@v4, b1_fname=@v5, "+
* "loanAmt=@v6, loanNum=@v7, fundedDate=@v8, processor=@v9, loan_officer=@v10, " +
* "purchasedDate=@v11"
* );*/
var now = timestamp.ToString("yyyy - MM - dd HH: mm:ss");
StringBuilder insert = new StringBuilder();
insert.Append("INSERT INTO loans(guid, createdAt, loanFolder ");
//cols
foreach (String key in map.Keys)
{
insert.Append(", " + key);
}
//values
insert.Append(") ");
StringBuilder values = new StringBuilder();
values.Append("VALUES('" + data.Guid + "', '" + now + "', '" + folderCri.Value + "'");
foreach (String key in map.Keys)
{
if (map[key] != null)
{
values.Append(", '" + MySqlHelper.EscapeString(" " + map[key]) + "'");
}
else
{
values.Append(", NULL");
}
}
values.Append(") ");
StringBuilder update2 = new StringBuilder();
update2.Append("ON DUPLICATE KEY UPDATE updatedAt='" + now + "', loanFolder='" + folderCri.Value + "'");
foreach (String key in map.Keys)
{
if (map[key] != null)
{
update2.Append(", " + key + "='" + MySqlHelper.EscapeString(" " + map[key]) + "'");
}
else
{
update2.Append(", " + key + "=NULL");
}
}
//mysql command
cmd.CommandText = insert.ToString() + values.ToString() + update2.ToString();
/* cmd.Parameters.Clear();
* cmd.Parameters.AddWithValue("@v1", data.Guid);
* cmd.Parameters.AddWithValue("@v2", map["investor"]);
* cmd.Parameters.AddWithValue("@v3", map["investorNum"]);
* cmd.Parameters.AddWithValue("@createdAt", timestamp.ToString("yyyy-MM-dd HH:mm:ss"));
* cmd.Parameters.AddWithValue("@updatedAt", timestamp.ToString("yyyy-MM-dd HH:mm:ss"));
* cmd.Parameters.AddWithValue("@v4", map["b1_lname"]);
* cmd.Parameters.AddWithValue("@v5", map["b1_fname"]);
* cmd.Parameters.AddWithValue("@v6", map["loanAmt"]);
* cmd.Parameters.AddWithValue("@v7", map["loanNum"]);
* cmd.Parameters.AddWithValue("@v8", map["fundedDate"]);
* cmd.Parameters.AddWithValue("@v9", map["processor"]);
* cmd.Parameters.AddWithValue("@v10", map["loanOfficer"]);
* cmd.Parameters.AddWithValue("@v11", map["purchasedDate"]);
* cmd.Prepare();*/
cmd.ExecuteNonQuery();
//status output
count++;
if (count % 10 == 0)
{
Console.Write("\r{0} ", "writing: " + count + "/" + total);
}
}
Console.Out.WriteLine("");
results.Close();
TimeSpan time = DateTime.Now.Subtract(timestamp);
/*connection.addLog("db_update", "updated: " + folderCri.Value + total + " rows in " +
* String.Format("{0} min {1}.{2} sec"
* , time.Minutes
* , time.Seconds
* , time.Milliseconds) );*/
connection.close();
log.Info("Finished updating db in " +
String.Format("{0} min {1}.{2} sec"
, time.Minutes
, time.Seconds
, time.Milliseconds));
}
