public clsDocumentRecord(int docID, DateTime recordDate, DateTime actionDate, int senderID, int receiverID,
clsDocumentRecord.Status status, clsDocumentRecord.Transmission transmission)
{
this.iDocumentRecordID = this._NewDocumentRecordID();
this.iDocumentID = docID;
this.dtAction = actionDate;
this.dtRecord = recordDate;
this.iSenderEntityID = senderID;
this.iReceiverEntityID = receiverID;
this.eStatus = status;
this.eTransmission = transmission;
}
private bool _Load(int id, clsCSVTable tbl)
{
if (id < tbl.Length())
{
this.iDocumentRecordID = id;
this.dtAction = DateTime.Parse(tbl.Value(id, clsDocumentRecord.ActionDateColumn));
this.dtRecord = DateTime.Parse(tbl.Value(id, clsDocumentRecord.RecordDateColumn));
this.eStatus = (clsDocumentRecord.Status)Int32.Parse(tbl.Value(id, clsDocumentRecord.StatusColumn));
this.eTransmission = (clsDocumentRecord.Transmission)Int32.Parse(tbl.Value(id, clsDocumentRecord.TransmissionColumn));
this.iDocumentID = Int32.Parse(tbl.Value(id, clsDocumentRecord.DocumentColumn));
this.iSenderEntityID = Int32.Parse(tbl.Value(id, clsDocumentRecord.SenderColumn));
this.iReceiverEntityID = Int32.Parse(tbl.Value(id, clsDocumentRecord.ReceiverColumn));
return(true);
}
else
{
return(false);
}
}
private bool DocListContains(List <clsDocumentRecord> list, List <clsDocument.Type> docTypesByRecord, clsDocument.Type docType,
clsDocumentRecord.Transmission transmission = clsDocumentRecord.Transmission.Unknown,
clsDocumentRecord.Status status = clsDocumentRecord.Status.Unkown,
int senderID = -1,
int receiverID = -1)
{
bool found = false;
for (int i = 0; i < list.Count; i++)
{
if (!found)
{
if ((docType == docTypesByRecord[i]) &&
((transmission == clsDocumentRecord.Transmission.Unknown) || (transmission == list[i].TransmissionType())) &&
((status == clsDocumentRecord.Status.Unkown) || (status == list[i].StatusType())) &&
((senderID == -1) || (senderID == list[i].SenderID())) &&
((receiverID == -1) || (receiverID == list[i].ReceiverID())))
{
found = true;
}
}
}
return(found);
}
private void Update()
{
// Update Stored Values
this.addressSelected = ((ComboBoxStringListDataSource)PropertyChooser.DataSource).Value((int)PropertyChooser.SelectedIndex);
this.docList = clsDocument.Documents(clsProperty.IDFromAddress(this.addressSelected));
this.docID = -1;
if (this.docList != null)
{
foreach (clsDocument doc in this.docList)
{
if ((int)doc.DocumentType() == DocumentChooser.SelectedIndex)
{
this.docID = doc.ID();
this.docType = doc.DocumentType();
}
}
}
this.senderID = (int)SenderChooser.SelectedIndex;
this.receiverID = (int)ReceiverChooser.SelectedIndex;
if ((int)StatusChooser.SelectedIndex >= 0)
{
this.status = (clsDocumentRecord.Status)((int)StatusChooser.SelectedIndex);
}
else
{
this.status = clsDocumentRecord.Status.Unkown;
}
if ((int)TransmitChooser.SelectedIndex >= 0)
{
this.transmittal = (clsDocumentRecord.Transmission)((int)TransmitChooser.SelectedIndex);
}
else
{
this.transmittal = clsDocumentRecord.Transmission.Unknown;
}
// Update Labels
ChosenDocumentLabel.StringValue = "";
if (this.addressSelected != null)
{
ChosenDocumentLabel.StringValue = this.addressSelected;
}
if (DocumentChooser.SelectedIndex >= 0)
{
ChosenDocumentLabel.StringValue += " | " + ((clsDocument.Type)((int)DocumentChooser.SelectedIndex)).ToString();
}
ChosenDocumentLabel.StringValue += " (" + docID.ToString() + ")";
SenderReceiverLabel.StringValue = "";
if (senderID >= 0)
{
SenderReceiverLabel.StringValue = entityList[senderID].Name();
}
SenderReceiverLabel.StringValue += " --> ";
if (receiverID >= 0)
{
SenderReceiverLabel.StringValue += entityList[receiverID].Name();
}
SenderReceiverLabel.StringValue += " | " + this.status.ToString() + "," + this.transmittal.ToString();
dtAction = (DateTime)ActionDateChooser.DateValue;
dtRecord = (DateTime)RecordDateChooser.DateValue;
SaveMessage.StringValue = "";
}
private string DocStatus(clsLoan.State loanStatus, List <clsDocumentRecord> documentRecords, List <clsDocument.Type> docTypes)
{
clsDocumentRecord.Transmission TAny = clsDocumentRecord.Transmission.Unknown;
clsDocumentRecord.Status SAny = clsDocumentRecord.Status.Unkown;
int EAny = -1;
bool red = false;
bool yellow = false;
bool green = false;
// if Pending Acquisition or Later
if ((loanStatus == clsLoan.State.PendingAcquisition) ||
(loanStatus == clsLoan.State.Listed) ||
(loanStatus == clsLoan.State.Rehab) ||
(loanStatus == clsLoan.State.PendingSale) ||
(loanStatus == clsLoan.State.Sold))
{
if (!DocListContains(documentRecords, docTypes, clsDocument.Type.Calculator, TAny, SAny, EAny, this.lenderID))
{
red = true;
}
else if (!DocListContains(documentRecords, docTypes, clsDocument.Type.BPO, TAny, SAny, EAny, this.lenderID))
{
yellow = true;
}
else if (!((DocListContains(documentRecords, docTypes, clsDocument.Type.Mortgage, TAny, SAny, this.lenderID, EAny)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.PurchaseStatement, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.EscrowInstructionLetter, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.EscrowInstructionLetter, TAny, clsDocumentRecord.Status.Executed, this.lenderID, EAny)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.ClosingProtectionLetter, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.TitleCommitment, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.TitleWork, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.ProFormaLenderPolicy, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.RehabBid, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.HomeownersInsurance, TAny, SAny, EAny, this.lenderID))))
{
green = true;
}
}
// if Acquired or Later
if ((loanStatus == clsLoan.State.Listed) ||
(loanStatus == clsLoan.State.Rehab) ||
(loanStatus == clsLoan.State.PendingSale) ||
(loanStatus == clsLoan.State.Sold))
{
if (!((DocListContains(documentRecords, docTypes, clsDocument.Type.ProFormaLenderPolicy, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.ClosingProtectionLetter, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.EscrowInstructionLetter, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.PurchaseStatement, clsDocumentRecord.Transmission.Electronic, clsDocumentRecord.Status.Executed, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.Mortgage, clsDocumentRecord.Transmission.Electronic, clsDocumentRecord.Status.Executed, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.PurchaseStatement, clsDocumentRecord.Transmission.Electronic, clsDocumentRecord.Status.Executed, this.lenderID, EAny)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.Mortgage, clsDocumentRecord.Transmission.Electronic, clsDocumentRecord.Status.Executed, this.lenderID, EAny))))
{
red = true;
}
else if (!((DocListContains(documentRecords, docTypes, clsDocument.Type.RehabBid, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.HomeownersInsurance, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.TitleCommitment, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.TitleWork, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.Mortgage, clsDocumentRecord.Transmission.Post, clsDocumentRecord.Status.Executed, EAny, this.lenderID))))
{
yellow = true;
}
}
// if Under Contract to Sell or Sold
if ((loanStatus == clsLoan.State.PendingSale) ||
(loanStatus == clsLoan.State.Sold))
{
if (!((DocListContains(documentRecords, docTypes, clsDocument.Type.SaleContract, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.LoanPayoffLetter, TAny, SAny, this.lenderID, EAny))))
{
green = true;
}
}
// if Sold
if (loanStatus == clsLoan.State.Sold)
{
if (!DocListContains(documentRecords, docTypes, clsDocument.Type.SaleContract, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID))
{
red = true;
}
else if (!((DocListContains(documentRecords, docTypes, clsDocument.Type.Discharge, clsDocumentRecord.Transmission.Post, clsDocumentRecord.Status.Notarized, this.lenderID, EAny)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.SaleStatement, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.SaleStatement, TAny, clsDocumentRecord.Status.Executed, this.lenderID, EAny)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.ProfitStatement, TAny, SAny, EAny, this.lenderID)) &&
(DocListContains(documentRecords, docTypes, clsDocument.Type.ProfitStatement, TAny, SAny, this.lenderID, EAny))
))
{
green = true;
}
}
string docstatus = "COMPLETE";
if (red)
{
docstatus = "MUSTHAVE";
}
else if (yellow)
{
docstatus = "SHOULDHAVE";
}
else if (green)
{
docstatus = "TODO";
}
return(docstatus);
}
private string[] DocStatus(clsLoan.State loanStatus, List <clsDocumentRecord> documentRecords, List <clsDocument.Type> docTypes, clsDocument.Type docType)
{
bool orange = false;
bool red = false;
bool yellow = false;
bool green = false;
clsDocumentRecord.Transmission TAny = clsDocumentRecord.Transmission.Unknown;
clsDocumentRecord.Status SAny = clsDocumentRecord.Status.Unkown;
int EAny = -1;
string reason = " ";
///////////////////////////////////////////////////////////////////////////////////
// Pending Acquisition or Later
///////////////////////////////////////////////////////////////////////////////////
if ((loanStatus == clsLoan.State.PendingAcquisition) ||
(loanStatus == clsLoan.State.Listed) ||
(loanStatus == clsLoan.State.Rehab) ||
(loanStatus == clsLoan.State.PendingSale) ||
(loanStatus == clsLoan.State.Sold))
{
switch (docType)
{
//RED
case clsDocument.Type.Calculator:
if (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, EAny, this.lenderID))
{
red = true;
reason = "!r";
}
break;
//YELLOW
case clsDocument.Type.BPO:
if (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, EAny, this.lenderID))
{
reason = "!r";
yellow = true;
}
break;
//GREEN
case clsDocument.Type.TitleCommitment:
case clsDocument.Type.TitleWork:
case clsDocument.Type.ProFormaLenderPolicy:
case clsDocument.Type.RehabBid:
case clsDocument.Type.HomeownersInsurance:
case clsDocument.Type.PurchaseStatement:
if (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, EAny, this.lenderID))
{
reason = "!r";
green = true;
}
break;
//case clsDocument.Type.Mortgage:
//if (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, this.lenderID, EAny))
// green = true;
//break;
case clsDocument.Type.ClosingProtectionLetter:
if (!DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID))
{
reason = "!R";
green = true;
}
break;
case clsDocument.Type.EscrowInstructionLetter:
if (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, this.lenderID, EAny))
{
reason = "!s";
green = true;
}
else if (!DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID))
{
reason = "!R";
green = true;
}
break;
}
}
///////////////////////////////////////////////////////////////////////////////////
// Acquired or Later
///////////////////////////////////////////////////////////////////////////////////
if ((loanStatus == clsLoan.State.Listed) ||
(loanStatus == clsLoan.State.Rehab) ||
(loanStatus == clsLoan.State.PendingSale) ||
(loanStatus == clsLoan.State.Sold))
{
switch (docType)
{
//RED OR ORANGE
case clsDocument.Type.ProFormaLenderPolicy:
case clsDocument.Type.ClosingProtectionLetter:
if (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, EAny, this.lenderID))
{
reason = "!r";
red = true;
}
break;
case clsDocument.Type.EscrowInstructionLetter:
case clsDocument.Type.Mortgage: // no requirement to send executed mortgage to fund admin
if (!DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID))
{
if (DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Unkown, EAny, this.lenderID))
{
reason = "U!R";
orange = true;
}
else
{
reason = "!R";
red = true;
}
}
break;
case clsDocument.Type.PurchaseStatement:
if (!DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID))
{
if (DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Unkown, EAny, this.lenderID))
{
reason = "U!R";
orange = true;
}
else
{
reason = "!R";
red = true;
}
}
else if (!DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Executed, this.lenderID, EAny))
{
if (DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Unkown, this.lenderID, EAny))
{
reason = "U!S";
orange = true;
}
else
{
reason = "!S";
red = true;
}
}
break;
//YELLOW
case clsDocument.Type.RehabBid:
case clsDocument.Type.HomeownersInsurance:
case clsDocument.Type.TitleWork:
case clsDocument.Type.TitleCommitment:
if (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, EAny, this.lenderID))
{
reason = "!r";
yellow = true;
}
break;
}
if ((!red) && (!orange) && (!yellow) && (docType == clsDocument.Type.Mortgage) &&
(!DocListContains(documentRecords, docTypes, docType, clsDocumentRecord.Transmission.Post, clsDocumentRecord.Status.Executed, EAny, this.lenderID)))
{
reason = "!RP";
yellow = true;
}
}
///////////////////////////////////////////////////////////////////////////////////
// Pending Sale or Sold
///////////////////////////////////////////////////////////////////////////////////
if ((loanStatus == clsLoan.State.PendingSale) ||
(loanStatus == clsLoan.State.Sold))
{
if ((!red) && (!yellow) && (!green))
{
if ((docType == clsDocument.Type.SaleContract) && (!DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID)))
{
reason = "!R";
green = true;
}
else if ((docType == clsDocument.Type.LoanPayoffLetter) && (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, this.lenderID, EAny)))
{
reason = "!s";
green = true;
}
}
}
///////////////////////////////////////////////////////////////////////////////////
// Sold
///////////////////////////////////////////////////////////////////////////////////
if (loanStatus == clsLoan.State.Sold)
{
if (!red)
{
if ((docType == clsDocument.Type.SaleContract) && (!DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID)))
{
reason = "!R";
yellow = true;
}
else if ((!yellow) && (!green))
{
if ((docType == clsDocument.Type.Discharge) &&
(!DocListContains(documentRecords, docTypes, docType, clsDocumentRecord.Transmission.Post, clsDocumentRecord.Status.Notarized, this.lenderID, EAny)))
{
reason = "!SN";
green = true;
}
else if (docType == clsDocument.Type.SaleStatement)
{
if (!DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Executed, this.lenderID, EAny))
{
reason = "!S";
green = true;
}
else if (!DocListContains(documentRecords, docTypes, docType, TAny, clsDocumentRecord.Status.Executed, EAny, this.lenderID))
{
reason = "!R";
green = true;
}
}
else if (docType == clsDocument.Type.ProfitStatement)
{
if (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, this.lenderID, EAny))
{
reason = "!s";
green = true;
}
else if (!DocListContains(documentRecords, docTypes, docType, TAny, SAny, EAny, this.lenderID))
{
reason = "!r";
green = true;
}
}
}
}
}
// calculate return value
string[] docstatus = new string[2];
if (orange)
{
docstatus[0] = "MIGHTHAVE";
}
else if (red)
{
docstatus[0] = "MUSTHAVE";
}
else if (yellow)
{
docstatus[0] = "SHOULDHAVE";
}
else if (green)
{
docstatus[0] = "TODO";
}
else
{
docstatus[0] = "COMPLETE";
}
docstatus[1] = reason;
return(docstatus);
}
