public Guid SaveQuoteSheetToDMS(QuoteSheet quoteSheet, byte[] reportBytes, Submission submission, bool isDeclinature)
{
var fileId = Guid.Empty.ToString();
// TODO: Exception handling
using (var dmsService = new DMSService())
{
fileId = dmsService.FNUploadDocument(quoteSheet.Title + ".pdf", quoteSheet.Title, reportBytes,
quoteSheet.DocumentClass, quoteSheet.ObjectStore);
dmsService.FNUpdateDocumentProperties(fileId, quoteSheet.ObjectStore, quoteSheet.ObjectStore,
this.SetFileNetProperties(quoteSheet, submission, isDeclinature));
}
return(new Guid(fileId));
}
// TODO: Don't we need know which quote is generating the quotesheet?
private FileNetProperty[] SetFileNetProperties(QuoteSheet quoteSheet, Submission submission, bool isDeclinature)
{
var quotes = submission.Options.Select(s => s)
.SelectMany(o => o.OptionVersions)
.SelectMany(ov => ov.Quotes)
.Where(q => q.IsSubscribeMaster)
.ToList();
var mainQuote = quotes.FirstOrDefault(); // TODO: For the moment, we will use the first quote we come across
var subscribeReferences = quotes.Select(q => q.SubscribeReference)
.Aggregate(string.Empty, (current, sr) => current + (sr + ";"));
var currentDateTime = DateTime.Now;
var businessPlanList = string.Empty;
using (var subscribeService = new PolicyDataService.PolicyServiceClient())
{
businessPlanList = quotes.Select(q => q.SubscribeReference)
.Select(subscribeService.GetPolicyBPC)
.Aggregate(businessPlanList, (current, pd) => current + (pd.BPC + " - " + pd.Description + ";"));
}
var properties = new List <FileNetProperty>
{
/* Base Document Properties
*
* Mandatory;
* - DocumentTitle (String)
*
* Optional;
* - Description (String)
*/
//new FileNetProperty { Key = "DocumentTitle", Value = "Quote sheet" },
new FileNetProperty {
Key = "DocumentTitle", Value = isDeclinature ? Settings.Default["DeclinatureDocTitle"].ToString() : Settings.Default["QuoteDocTitle"].ToString()
},
// new FileNetProperty {Key = "Description", Value = "Quote sheet description"},
/* Underwriting Document Properties
*
* Mandatory;
* - uwPolicyID (ListOfString): List of Subscribe references delimited by semi-colon.
* - uwBusinessPlan (ListOfString): List of business plans delimited by semi-colon.
* - uwDocType (String): Document type.
* - uwInsuredName (String): Insured name.
* - uwCOB (String): Class of business code.
* - uwUnderwriter (String): Underwriter pseudonym.
* - uwBrokerPSU (String): Broker pseudonym.
* - uwInceptionDate (Date): Inception date.
* - uwAccountingYear (Integer): Accounting year.
* - uwStatus (String): Status, which is always "QUOTE" at this stage.
* - uwEntryStatus (String): Entry status, which is either "PARTIAL" or "NTU" at this stage.
*
* Optional;
* - PolicyIDSP (String): List of Subscribe references delimited by semi-colon.
* - BusinessPlanSP (String): List of business plans delimited by semi-colon.
* - uwWrittenDate (Date): Written date.
* - AccountingYearFloat (Float): Accounting year.
*
* Note 1:
* FileNet has two fields for each Policy ID and Business Plan. One field is a String data-type
* and the other (the primary field) is a ListOfString. For consistency, both of the values should be
* the same with the exception that the ListOfString will be parsed by the web service into an array
* by a specified delimiter (this was a quick-fix on the web service).
*
* In order to pass back a ListOfString value to the FileNet web service, a delimited string should
* be passed with the delimiter specified in the Delimiter property of the FileNetProperty class.
*
* Note 2:
* The values for the document type must exist in the FileNet document type choice list or it will
* throw back an error.
*
* Note 3:
* FileNet has two fields for accounting year. One field is a Float data-type and the other is an
* Integer. For consistency, both of the values should be the same.
*/
new FileNetProperty {
Key = "uwPolicyID", Value = subscribeReferences, Delimiter = ";"
},
new FileNetProperty {
Key = "PolicyIDSP", Value = subscribeReferences
},
new FileNetProperty {
Key = "uwBusinessPlan", Value = businessPlanList, Delimiter = ";"
},
new FileNetProperty {
Key = "BusinessPlanSP", Value = businessPlanList
},
new FileNetProperty {
Key = "uwDocType", Value = isDeclinature ? Settings.Default["DeclinatureDocType"].ToString() : "Quote"
},
//new FileNetProperty { Key = "uwInsuredName", Value = submission.InsuredName },//TODO: S2Q
new FileNetProperty {
Key = "uwCOB", Value = mainQuote.COBId
},
//new FileNetProperty { Key = "uwUnderwriter", Value = submission.UnderwriterContactCode },//TODO: S2Q
//new FileNetProperty { Key = "uwBrokerPSU", Value = submission.BrokerPseudonym },//TODO: S2Q
new FileNetProperty {
Key = "uwAccountingYear", Value = mainQuote.AccountYear
},
new FileNetProperty {
Key = "uwStatus", Value = "QUOTE"
},
new FileNetProperty {
Key = "uwEntryStatus", Value = mainQuote.EntryStatus
},
/* Other Custom Document Properties
*
* Mandatory;
* - uwInputDeviceID (String): The system that uploaded the document ("Console"). The other entry
* points are Kofax, Worflow (via Web Services) and SharePoint (via ICC). This is to help
* administrators understand the origins of the document.
* - uwIndexPerson (String): Login name of the user that uploaded the document.
* - uwLoadToDMSDateAndTime (Date): Upload date.
* - uwOpsInfo (String): Delimited string of workflow status flags, which is always
* "Aggs=0;FacRI=0;Group=0;BPQARequired=0;PTradeFile=0;S2000=0;PreBind=0;PostBind=0;ReSign=0;t&cChange=0;UrgentCase=0;ForeignLanguage=0"
* at this stage.
*
* Optional;
* - uwIndexDateTime (Date): Upload date.
* - strLoadToDMSDateAndTime (String): Upload date-time string in the format of "dd/MM/yyyy HH:mm".
* - WSTriggerStatus (String): Workflow initiation status flag used by FileNet, which is always
* "INVALID" at this stage.
*/
new FileNetProperty {
Key = "uwInputDeviceID", Value = "Console"
},
new FileNetProperty {
Key = "uwIndexPerson", Value = quoteSheet.IssuedBy.DomainLogon
},
// TODO: Is this the current user?
new FileNetProperty {
Key = "uwIndexDateTime", Value = currentDateTime
},
new FileNetProperty {
Key = "uwLoadToDMSDateAndTime", Value = currentDateTime
},
new FileNetProperty
{
Key = "strLoadToDMSDateAndTime",
Value = currentDateTime.ToString("dd/MM/yyyy HH:mm")
},
new FileNetProperty {
Key = "WSTriggerStatus", Value = "INVALID"
},
new FileNetProperty
{
Key = "uwOpsInfo",
Value = "Aggs=0;FacRI=0;Group=0;BPQARequired=0;PTradeFile=0;S2000=0;PreBind=0;PostBind=0;ReSign=0;t&cChange=0;UrgentCase=0;ForeignLanguage=0"
}
};
if (mainQuote.InceptionDate != null)
{
properties.Add(new FileNetProperty
{
Key = "uwInceptionDate",
Value = mainQuote.InceptionDate.GetValueOrDefault()
});
}
return(properties.ToArray());
}
public string CreateQuoteSheet(CreateQuoteSheetDto dto, out Submission submission)
{
// TODO: use the correct quote sheet...
var quoteSheetTemplateId = dto.QuoteSheetTemplateId;
dto.QuoteSheetTemplateUrl = this.ConsoleRepository.Query <QuoteTemplate>()
.FirstOrDefault(qt => qt.Id == dto.QuoteSheetTemplateId).RdlPath;
dto.QuoteSheetTemplateName = this.ConsoleRepository.Query <QuoteTemplate>()
.FirstOrDefault(qt => qt.Id == dto.QuoteSheetTemplateId).Name;
submission = this.SubmissionModule.GetSubmissionById(dto.SubmissionId);
//todo this is done to clear previous context. has to be fixed once softdelet is fixed.
using (IConsoleRepository consoleRepository = new ConsoleRepository())
{
if (submission == null)
{
throw new KeyNotFoundException(string.Format(this.NotFoundMessage, dto.SubmissionId));
}
consoleRepository.Attach(submission);
var currentUser = consoleRepository.Query <User>()
.FirstOrDefault(u => u.DomainLogon == this.HttpContext.CurrentUser.Identity.Name);
if (currentUser == null)
{
throw new ApplicationException("Current user could not be found");
}
var versions = (from version in submission.Options.SelectMany(o => o.OptionVersions)
from option in dto.OptionList
where version.OptionId == option.OptionId
from versionNumber in option.OptionVersionNumberList
where version.VersionNumber == versionNumber
select version).ToList();
var isDeclinature = false;
var submSt = submission.Options.Select(s => s)
.SelectMany(o => o.OptionVersions)
.SelectMany(ov => ov.Quotes)
.Where(q => q.IsSubscribeMaster).Select(s => s.SubmissionStatus).Distinct().ToList();
if ((submSt.Count == 1) && (submSt.FirstOrDefault().Equals(Settings.Default["DeclinatureSubmissionStatus"].ToString())))
{
isDeclinature = true;
}
var quotesheet = new QuoteSheet
{//Todo: S2Q
Title = string.Format(this.QuoteSheetTitle, submission.Title, versions.SelectMany(ov => ov.Quotes).First().InsuredName, DateTime.Now),
IssuedBy = currentUser,
IssuedById = currentUser.Id,
IssuedDate = DateTime.Now,
ObjectStore = Settings.Default["DMSObjectStore"].ToString(),
DocumentClass = Settings.Default["DMSDocumentClass"].ToString(),
DocumentType = isDeclinature ? Settings.Default["DeclinatureDocType"].ToString() : Settings.Default["QuoteDocType"].ToString()
};
var content = this.QuoteSheetData.CreateQuoteSheetPdf(dto, isDeclinature);
quotesheet.Guid = this.QuoteSheetData.SaveQuoteSheetToDMS(quotesheet, content, submission, isDeclinature);
quotesheet.OptionVersions = versions;
if (!isDeclinature)
{
foreach (var quote in versions.SelectMany(ov => ov.Quotes))
{
if (!quote.SubmissionStatus.Equals(Settings.Default["DeclinatureSubmissionStatus"].ToString()))
{
quote.OptionVersion.IsLocked = true;
quote.SubmissionStatus = "QUOTED";
}
}
}
consoleRepository.Add(quotesheet);
consoleRepository.SaveChanges();
return(string.Format(this.QuoteSheetUrl,
ConfigurationManager.AppSettings["UWDmsFileDownloadURL"],
quotesheet.Guid));
}
}