private void LoadRelatedLoaList(ManageProspectsViewModel manageProspectViewModel, UserAccount user, BasicLoanData loan, Guid loanId, int?contactId = null, Boolean?isLoa = null)
{
Guid companyId = Guid.Empty;
int channelId = 0;
int divisionId = 0;
if (manageProspectViewModel.CompanyId != null && manageProspectViewModel.CompanyId != "-1" && manageProspectViewModel.CompanyId != "0")
{
companyId = Guid.Parse(manageProspectViewModel.CompanyId);
}
if (manageProspectViewModel.ChannelId > 0)
{
channelId = manageProspectViewModel.ChannelId;
}
if (manageProspectViewModel.DivisionId > 0)
{
divisionId = manageProspectViewModel.DivisionId;
}
var loaList = UserAccountServiceFacade.RetrieveLOAInfo(companyId, channelId, divisionId, manageProspectViewModel.BranchId, true);
if (loaList != null && !loaList.Any(d => d.ConciergeName == "Select One"))
{
loaList.Insert(0, new ConciergeInfo()
{
NMLSNumber = "", ConciergeName = "Select One", UserAccountId = 0
});
}
manageProspectViewModel.LoaInfoList = loaList;
}
private void LoadRelatedConciergeList(ManageProspectsViewModel manageProspectViewModel, UserAccount user, BasicLoanData loan, Guid loanId, int?contactId = null, Boolean?isLoa = null)
{
Guid companyId = Guid.Empty;
int channelId = 0;
int divisionId = 0;
if (manageProspectViewModel.CompanyId != null && manageProspectViewModel.CompanyId != "-1" && manageProspectViewModel.CompanyId != "0")
{
companyId = Guid.Parse(manageProspectViewModel.CompanyId);
}
if (manageProspectViewModel.ChannelId > 0)
{
channelId = manageProspectViewModel.ChannelId;
}
if (manageProspectViewModel.DivisionId > 0)
{
divisionId = manageProspectViewModel.DivisionId;
}
var conciergeList = !WebCommonHelper.LicensingEnabled() ?
UserAccountServiceFacade.RetrieveConciergeInfo(null, null, null, null, companyId, channelId, divisionId, manageProspectViewModel.BranchId) :
UserAccountServiceFacade.RetrieveConciergeInfo(loanId, manageProspectViewModel.ProspectId, isLoa, user.UserAccountId, companyId, channelId, divisionId, manageProspectViewModel.BranchId);
if (conciergeList != null)
{
conciergeList.Insert(0, new ConciergeInfo()
{
NMLSNumber = "", ConciergeName = "Select One", UserAccountId = 0
});
}
manageProspectViewModel.ConciergeInfoList = conciergeList;
}
public Boolean ManageProspectsSave(ManageProspectsViewModel manageProspectsViewModel)
{
var user = AccountHelper.GetUserAccount(HttpContext);
Int32 status = 0;
Int32 concierge = 0;
Int32 callCenter = 0;
Int32 loa = 0;
if (!String.IsNullOrEmpty(manageProspectsViewModel.SelectedCallCenter))
{
Int32.TryParse(manageProspectsViewModel.SelectedCallCenter, out callCenter);
}
if (!String.IsNullOrEmpty(manageProspectsViewModel.SelectedLoa))
{
Int32.TryParse(manageProspectsViewModel.SelectedLoa, out loa);
}
if (!String.IsNullOrEmpty(manageProspectsViewModel.SelectedStatus))
{
Int32.TryParse(manageProspectsViewModel.SelectedStatus, out status);
}
if (!String.IsNullOrEmpty(manageProspectsViewModel.SelectedConcierge))
{
Int32.TryParse(manageProspectsViewModel.SelectedConcierge, out concierge);
}
Guid companyId = Guid.Empty;
if (!String.IsNullOrEmpty(manageProspectsViewModel.CompanyId))
{
Guid.TryParse(manageProspectsViewModel.CompanyId, out companyId);
}
var updated = ContactServiceFacade.UpdateContactProspect(
manageProspectsViewModel.ProspectId, status, concierge, user.UserAccountId, companyId, manageProspectsViewModel.ChannelId, manageProspectsViewModel.DivisionId, manageProspectsViewModel.BranchId, callCenter, loa);
if (manageProspectsViewModel.LoanId == Guid.Empty)
{
return(updated);
}
bool isSubmited = LoanServiceFacade.AssignOfficersToLoan(manageProspectsViewModel.LoanId, companyId, manageProspectsViewModel.ChannelId, manageProspectsViewModel.DivisionId, manageProspectsViewModel.BranchId, concierge, callCenter, loa);
if (!isSubmited)
{
return(false);
}
ActivitiesServiceFacade.ExecuteActivityRulesConcierge(
ActivitiesServiceFacade.RetrieveActivity(manageProspectsViewModel.LoanId, ActivityType.CompleteLoanApplication, user.UserAccountId).Id,
ActivityStatus.Completed, ActivityMode.None, false, ActionIntent.LoanNoAndConciergeAssigned, user.Party.Id, user.UserAccountId);
return(true);
}
private void LoadCompanies(ManageProspectsViewModel manageProspectViewModel)
{
if (manageProspectViewModel.Companies != null)
{
manageProspectViewModel.Companies.Clear();
}
else
{
manageProspectViewModel.Companies = new List <DropDownItem>();
}
if (!manageProspectViewModel.Companies.Any(c => c.Text.Equals(ViewAllItem.Text)))
{
manageProspectViewModel.Companies.Add(ViewAllItem);
}
if (!manageProspectViewModel.Channels.Any(ch => ch.Text.Equals(ViewAllItem.Text)))
{
manageProspectViewModel.Channels.Add(ViewAllItem);
}
if (!manageProspectViewModel.Divisions.Any(d => d.Text.Equals(ViewAllItem.Text)))
{
manageProspectViewModel.Divisions.Add(ViewAllItem);
}
if (!manageProspectViewModel.Branches.Any(b => b.Text.Equals(ViewAllItem.Text)))
{
manageProspectViewModel.Branches.Add(ViewAllItem);
}
// for administrator role, we need to fetch all companies from the system
var companies = MML.Web.Facade.UserAccountServiceFacade.GetAllCompanies();
if (companies == null)
{
return;
}
DropDownItem item = null;
foreach (Company c in companies.OrderBy(c => c.Name))
{
item = new DropDownItem();
item.Value = c.CompanyId.ToString();
item.Text = c.Name;
manageProspectViewModel.Companies.Add(item);
}
if (manageProspectViewModel.CompanyId == null || manageProspectViewModel.CompanyId == "-1" || manageProspectViewModel.CompanyId == "0" || manageProspectViewModel.CompanyId == Guid.Empty.ToString())
{
CompanyProfile companyProfile = CompanyProfileServiceFacade.RetrieveCompanyProfile();
if (companyProfile != null)
{
manageProspectViewModel.CompanyId = companyProfile.CompanyProfileId.ToString();
}
}
}
private void LoadBranches(ManageProspectsViewModel manageProspectViewModel)
{
if (manageProspectViewModel.DivisionId > 0)
{
var result = UserAccountServiceFacade.GetBranches(manageProspectViewModel.DivisionId);
if (result != null)
{
foreach (Branch branch in result.OrderBy(r => r.Name))
{
manageProspectViewModel.Branches.Add(new DropDownItem()
{
Text = branch.Name,
Value = branch.BranchId.ToString(),
Selected = (branch.BranchId == manageProspectViewModel.BranchId)
});
}
}
}
}
private void LoadDivisions(ManageProspectsViewModel manageProspectViewModel)
{
if (manageProspectViewModel.ChannelId > 0)
{
var result = UserAccountServiceFacade.GetDivisions(manageProspectViewModel.ChannelId);
if (result != null)
{
foreach (Division division in result.OrderBy(r => r.DivisionName))
{
manageProspectViewModel.Divisions.Add(new DropDownItem()
{
Text = division.DivisionName,
Value = division.DivisionId.ToString(),
Selected = false
});
}
}
}
}
private void LoadChannels(ManageProspectsViewModel manageProspectViewModel)
{
if (manageProspectViewModel.CompanyId != null && manageProspectViewModel.CompanyId != "-1" && manageProspectViewModel.CompanyId != "0" && manageProspectViewModel.CompanyId != Guid.Empty.ToString())
{
Guid companyId = Guid.Empty;
companyId = Guid.Parse(manageProspectViewModel.CompanyId);
var result = UserAccountServiceFacade.GetChannels(companyId);
if (result != null)
{
foreach (Channel channel in result.OrderBy(r => r.Name))
{
manageProspectViewModel.Channels.Add(new DropDownItem()
{
Text = channel.Name,
Value = channel.ChannelId.ToString(),
Selected = false
});
}
}
}
}
public override void Execute()
{
base.Execute();
UserAccount user;
if (base.HttpContext.Session[SessionHelper.UserData] != null && (( UserAccount )base.HttpContext.Session[SessionHelper.UserData]).Username == base.HttpContext.User.Identity.Name)
{
user = ( UserAccount )base.HttpContext.Session[SessionHelper.UserData];
}
else
{
user = UserAccountServiceFacade.GetUserByName(base.HttpContext.User.Identity.Name);
}
if (user == null)
{
throw new InvalidOperationException("User is null");
}
ManageProspectsViewModel manageProspectViewModel = null;
if ((base.HttpContext != null) && (base.HttpContext.Session[SessionHelper.ManageProspects] != null))
{
manageProspectViewModel = new ManageProspectsViewModel().FromXml(base.HttpContext.Session[SessionHelper.ManageProspects].ToString());
}
else
{
// possible state retrieval?
manageProspectViewModel = new ManageProspectsViewModel();
}
/* parameter processing */
Guid companyId = Guid.Empty;
if (!InputParameters.ContainsKey("CompanyId"))
{
throw new ArgumentException("CompanyId was expected!");
}
bool channelResetOccurred = false;
if (InputParameters["CompanyId"].ToString().Equals("0") || InputParameters["CompanyId"].ToString().Equals("-1"))
{
channelResetOccurred = true;
}
else
{
companyId = Guid.Parse(InputParameters["CompanyId"].ToString());
}
manageProspectViewModel.CompanyId = companyId.ToString();
manageProspectViewModel.Channels.Clear();
manageProspectViewModel.Channels.Add(_viewAllItem);
manageProspectViewModel.ChannelId = 0;
manageProspectViewModel.Divisions.Clear();
manageProspectViewModel.Divisions.Add(_viewAllItem);
manageProspectViewModel.DivisionId = 0;
manageProspectViewModel.Branches.Clear();
manageProspectViewModel.Branches.Add(_viewAllItem);
manageProspectViewModel.BranchId = Guid.Empty;
manageProspectViewModel.ConciergeInfoList.Clear();
manageProspectViewModel.SelectedConcierge = null;
var isLoa = false;
if (user.Roles != null && user.Roles.Any(r => r.RoleName == RoleName.LoanOfficerAssistant && r.IsActive))
{
isLoa = true;
}
/* Command processing */
Guid _compId;
Guid.TryParse(manageProspectViewModel.CompanyId, out _compId);
var conciergeList = !WebCommonHelper.LicensingEnabled() ?
UserAccountServiceFacade.RetrieveConciergeInfo(null, null, null, null, _compId, null, null, null) :
UserAccountServiceFacade.RetrieveConciergeInfo(manageProspectViewModel.LoanId, null, isLoa, user.UserAccountId, _compId, null, null, null);
if (conciergeList != null && !conciergeList.Any(d => d.ConciergeName == "Select One"))
{
conciergeList.Insert(0, new ConciergeInfo()
{
NMLSNumber = "", ConciergeName = "Select One", UserAccountId = 0
});
}
manageProspectViewModel.ConciergeInfoList = conciergeList;
var loaList = UserAccountServiceFacade.RetrieveLOAInfo(_compId, null, null, null, true);
if (loaList != null && !loaList.Any(d => d.ConciergeName == "Select One"))
{
loaList.Insert(0, new ConciergeInfo()
{
NMLSNumber = "", ConciergeName = "Select One", UserAccountId = 0
});
}
manageProspectViewModel.LoaInfoList = loaList;
if (!channelResetOccurred)
{
/* Command processing */
var result = UserAccountServiceFacade.GetChannels(companyId);
if (result != null)
{
foreach (Channel channel in result.OrderBy(r => r.Name))
{
manageProspectViewModel.Channels.Add(new DropDownItem()
{
Text = channel.Name,
Value = channel.ChannelId.ToString(),
Selected = false
});
}
}
}
manageProspectViewModel.Statuses = new Collection <KeyValuePair <String, String> >();
foreach (ContactStatus contactStatus in Enum.GetValues(typeof(ContactStatus)))
{
if (contactStatus != ContactStatus.None)
{
manageProspectViewModel.Statuses.Add(new KeyValuePair <String, String>((( int )contactStatus).ToString(),
MML.Web.LoanCenter.Helpers.LoanCenterEnumHelper.ContactStatusToString(contactStatus)));
}
}
manageProspectViewModel.Statuses = new Collection <KeyValuePair <String, String> >(manageProspectViewModel.Statuses.OrderBy(s => s.Value).ToList());
ViewName = "Commands/_manageprospects";
ViewData = manageProspectViewModel;
/* Persist new state */
base.HttpContext.Session[SessionHelper.ManageProspects] = manageProspectViewModel.ToXml();
}
public void Execute()
{
#region Check and convert input parameters
if (!InputParameters.ContainsKey("LoanId"))
{
throw new ArgumentException("LoanId value was expected!");
}
if (!InputParameters.ContainsKey("ProspectId"))
{
throw new ArgumentException("ProspectId value was expected!");
}
var user = AccountHelper.GetUserAccount(HttpContext);
if (user == null)
{
throw new InvalidOperationException("UserData is null");
}
#endregion
#region Update title information
Guid loanId = Guid.Parse(InputParameters["LoanId"].ToString().TrimEnd());
Int32 prospectId = Int32.Parse(InputParameters["ProspectId"].ToString().TrimEnd());
BasicLoanData loan = LoanServiceFacade.RetrieveBasicLoanData(loanId, user.UserAccountId);
ManageProspectsViewModel model = new ManageProspectsViewModel();
model.ProspectId = prospectId;
model.LoanId = loanId;
if (loan != null)
{
model.CompanyId = loan.CompanyId != Guid.Empty ? loan.CompanyId.ToString() : "0";
model.ChannelId = loan.ChannelId != null ? ( Int32 )loan.ChannelId : 0;
model.DivisionId = loan.DivisionId != null ? ( Int32 )loan.DivisionId : 0;
model.BranchId = loan.BranchId != Guid.Empty ? ( Guid )loan.BranchId : Guid.Empty;
}
else
{
Contact contactData = ContactServiceFacade.RetrieveContactByContactId(prospectId);
if (contactData != null)
{
model.CompanyId = contactData.CompanyProfileId != Guid.Empty ? contactData.CompanyProfileId.ToString() : "0";
model.ChannelId = contactData.ChannelId != null ? ( Int32 )contactData.ChannelId : 0;
model.DivisionId = contactData.DivisionId != null ? ( Int32 )contactData.DivisionId : 0;
model.BranchId = contactData.BranchId != Guid.Empty ? ( Guid )contactData.BranchId : Guid.Empty;
}
}
//var leadSource = ContactServiceFacade.RetrieveLeadSourceByContactIdAndLoanId( prospectId, loanId, user.UserAccountId );
//model.LeadSourceInformation = leadSource != null ? leadSource.LeadSourceId + " " + leadSource.Description : String.Empty;
LeadSource hearAboutUs = LoanServiceFacade.RetrieveHearAboutUs(loanId);
if (hearAboutUs != null)
{
if (hearAboutUs.AffinityGroup == Contracts.Affiliate.AffinityGroup.PartnersProfiles)
{
if (hearAboutUs.HBMId != null && hearAboutUs.HBMId != Guid.Empty)
{
model.HearAboutUs = hearAboutUs.LeadSourceId + " Realtor-HBM";
}
else
{
model.HearAboutUs = hearAboutUs.LeadSourceId + " Realtor";
}
}
else
{
model.HearAboutUs = hearAboutUs.LeadSourceId + " " + hearAboutUs.Description;
}
}
model.TitleInformation = ConciergeWorkQueueServiceFacade.ExecuteSPGetBorrowerData("GetBorrowerData", loanId, user.UserAccountId);
#endregion
#region Update emails
var emailList = ContactServiceFacade.RetrieveSentEmailItems(prospectId, user.UserAccountId);
if (emailList != null && emailList.Count > 0)
{
model.Emails = emailList;
}
#endregion
#region Update Lists
bool isLoa = false;
if (user.Roles != null && user.Roles.Any(r => r.RoleName == RoleName.LoanOfficerAssistant && r.IsActive))
{
isLoa = true;
}
LoadCompanies(model);
LoadChannels(model);
LoadDivisions(model);
LoadBranches(model);
LoadRelatedConciergeList(model, user, loan, loanId, null, isLoa);
LoadRelatedLoaList(model, user, loan, loanId, null, isLoa);
// Get Call Center/Loan Processor Officers
var callCenterInfos = UserAccountServiceFacade.RetrieveCallCenterInfo();
if (callCenterInfos != null)
{
callCenterInfos = new Collection <CallCenterInfo>(callCenterInfos.OrderBy(l => l.CallCenterName).ToList());
callCenterInfos.Insert(0, new CallCenterInfo()
{
UserAccountId = 0, CallCenterName = "Select One"
});
}
model.CallCenterInfoList = new Collection <CallCenterInfo>();
model.CallCenterInfoList = callCenterInfos;
#endregion
#region Get Highest priority role
if (user.Roles != null && user.Roles.Count() > 0)
{
var filteredRoles = user.Roles.OrderBy(r => r.RolePriority);
if (filteredRoles != null && filteredRoles.FirstOrDefault() != null)
{
var topPriorityRole = filteredRoles.FirstOrDefault().RoleName;
var retrievedProspectData = ContactServiceFacade.RetrieveContactProspect(prospectId);
if (retrievedProspectData != null)
{
model.SelectedStatus = retrievedProspectData.Status.ToString();
model.SelectedConcierge = retrievedProspectData.Concierge.ToString();
model.SelectedLoa = retrievedProspectData.Loa.ToString();
if (model.CallCenterInfoList.FirstOrDefault(c => c.UserAccountId.Equals(retrievedProspectData.CallCenter)) != null)
{
model.SelectedCallCenter = model.CallCenterInfoList.FirstOrDefault(c => c.UserAccountId.Equals(retrievedProspectData.CallCenter)).UserAccountId.ToString();
}
if (model.ConciergeInfoList.FirstOrDefault(c => c.UserAccountId.Equals(retrievedProspectData.Concierge)) != null)
{
model.NMLSNumber = model.ConciergeInfoList.FirstOrDefault(c => c.UserAccountId.Equals(retrievedProspectData.Concierge)).NMLSNumber;
}
}
}
}
#endregion
//TODO: Move this in Lookup
model.Statuses = new Collection <KeyValuePair <String, String> >();
foreach (ContactStatus contactStatus in Enum.GetValues(typeof(ContactStatus)))
{
if (contactStatus != ContactStatus.None)
{
model.Statuses.Add(new KeyValuePair <String, String>((( int )contactStatus).ToString(),
MML.Web.LoanCenter.Helpers.LoanCenterEnumHelper.ContactStatusToString(contactStatus)));
}
}
model.Statuses = new Collection <KeyValuePair <String, String> >(model.Statuses.OrderBy(s => s.Value).ToList());
ViewName = "Commands/_manageprospects";
ViewData = model;
if (HttpContext == null || HttpContext.Session == null)
{
throw new NullReferenceException("Session is empty!");
}
HttpContext.Session[SessionHelper.ManageProspects] = model.ToXml();
}
