public async Task CreateProposalManagerTeamAsync(string name, string requestId = "")
{
_logger.LogInformation($"RequestId: {requestId} - SetupService_CreateProposalManagerTeamAsync called.");
try
{
await _graphTeamsAppService.CreateTeamAsync(name, name + "team");
//get groupID
bool check = true;
dynamic jsonDyn = null;
var opportunityName = WebUtility.UrlEncode(name);
var options = new List <QueryParam>();
options.Add(new QueryParam("filter", $"startswith(displayName,'{opportunityName}')"));
while (check)
{
var groupIdJson = await _graphUserAppService.GetGroupAsync(options, "", requestId);
jsonDyn = groupIdJson;
JArray jsonArray = JArray.Parse(jsonDyn["value"].ToString());
if (jsonArray.Count() > 0)
{
if (!String.IsNullOrEmpty(jsonDyn.value[0].id.ToString()))
{
check = false;
}
}
}
var groupID = String.Empty;
groupID = jsonDyn.value[0].id.ToString();
//get user Id
string objectId = _userContext.User.FindFirst(AzureAdConstants.ObjectIdClaimType).Value;
await _graphUserAppService.AddGroupMemberAsync(objectId, groupID, requestId);
//Create channels
await _graphTeamsAppService.CreateChannelAsync(groupID, "Configuration", "Configuration Channel");
await _graphTeamsAppService.CreateChannelAsync(groupID, "Administration", "Administration Channel");
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - SetupService_CreateProposalManagerTeamAsync error: {ex}");
throw;
}
}
public async Task <Opportunity> UpdateWorkflowAsync(Opportunity opportunity, string requestId = "")
{
try
{
var initialState = opportunity.Metadata.OpportunityState;
if (opportunity.Metadata.OpportunityState != OpportunityState.Creating)
{
if (opportunity.Content.CustomerDecision.Approved)
{
opportunity.Metadata.OpportunityState = OpportunityState.Accepted;
}
try
{
opportunity = await MoveTempFileToTeamAsync(opportunity, requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - UpdateWorkflowAsync_MoveTempFileToTeam Service Exception: {ex}");
}
// Add / update members
// Get Group id
//var opportunityName = opportunity.DisplayName.Replace(" ", "");
var opportunityName = WebUtility.UrlEncode(opportunity.DisplayName);
var options = new List <QueryParam>();
options.Add(new QueryParam("filter", $"startswith(displayName,'{opportunityName}')"));
var groupIdJson = await _graphUserAppService.GetGroupAsync(options, "", requestId);
dynamic jsonDyn = groupIdJson;
var group = String.Empty;
if (groupIdJson.HasValues)
{
group = jsonDyn.value[0].id.ToString();
}
// add to team group
var teamMembersComplete = 0;
var isLoanOfficerSelected = false;
foreach (var item in opportunity.Content.TeamMembers)
{
var groupID = group;
var userId = item.Id;
var oItem = item;
if (item.AssignedRole.DisplayName == "RelationshipManager")
{
// In case an admin or background workflow will trigger this update after team/channels are created, relationship manager should also be added as owner
try
{
Guard.Against.NullOrEmpty(item.Id, $"UpdateWorkflowAsync_{item.AssignedRole.DisplayName} Id NullOrEmpty", requestId);
var responseJson = await _graphUserAppService.AddGroupOwnerAsync(userId, groupID, requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - userId: {userId} - UpdateWorkflowAsync_AddGroupOwnerAsync_{item.AssignedRole.DisplayName} error in CreateWorkflowAsync: {ex}");
}
}
else if (item.AssignedRole.DisplayName == "LoanOfficer")
{
if (!String.IsNullOrEmpty(item.Id))
{
isLoanOfficerSelected = true; //Reltionship manager should be set to complete if loan officer is selected
}
try
{
Guard.Against.NullOrEmpty(item.Id, $"UpdateWorkflowAsync_{item.AssignedRole.DisplayName} Id NullOrEmpty", requestId);
var responseJson = await _graphUserAppService.AddGroupOwnerAsync(userId, groupID, requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - userId: {userId} - UpdateWorkflowAsync_AddGroupOwnerAsync_{item.AssignedRole.DisplayName} error in CreateWorkflowAsync: {ex}");
}
}
else
{
if (!String.IsNullOrEmpty(item.Fields.UserPrincipalName))
{
teamMembersComplete = teamMembersComplete + 1;
try
{
Guard.Against.NullOrEmpty(item.Id, $"UpdateWorkflowAsync_{item.AssignedRole.DisplayName} Id NullOrEmpty", requestId);
var responseJson = await _graphUserAppService.AddGroupMemberAsync(userId, groupID, requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - userId: {userId} - UpdateWorkflowAsync_AddGroupMemberAsync_{item.AssignedRole.DisplayName} error in CreateWorkflowAsync: {ex}");
}
}
}
}
//Update status of team members
var oppCheckLists = opportunity.Content.Checklists.ToList();
var roleMappings = (await _roleMappingRepository.GetAllAsync(requestId)).ToList();
//TODO: LinQ
var updatedTeamlist = new List <TeamMember>();
foreach (var item in opportunity.Content.TeamMembers)
{
var oItem = item;
oItem.Status = ActionStatus.NotStarted;
if (opportunity.Content.CustomerDecision.Approved)
{
oItem.Status = ActionStatus.Completed;
}
else
{
var roleMap = roleMappings.Find(x => x.RoleName == item.AssignedRole.DisplayName);
if (item.AssignedRole.DisplayName != "LoanOfficer" && item.AssignedRole.DisplayName != "RelationshipManager")
{
if (roleMap != null)
{
_logger.LogInformation($"RequestId: {requestId} - UpdateOpportunityAsync teamMember status sync with checklist status RoleName: {roleMap.RoleName}");
var checklistItm = oppCheckLists.Find(x => x.ChecklistChannel == roleMap.Channel);
if (checklistItm != null)
{
_logger.LogInformation($"RequestId: {requestId} - UpdateOpportunityAsync teamMember status sync with checklist status: {checklistItm.ChecklistStatus.Name}");
oItem.Status = checklistItm.ChecklistStatus;
}
}
}
else if (item.AssignedRole.DisplayName == "RelationshipManager")
{
var exisitngLoanOfficers = ((opportunity.Content.TeamMembers).ToList()).Find(x => x.AssignedRole.DisplayName == "LoanOfficer");
if (exisitngLoanOfficers == null)
{
oItem.Status = ActionStatus.InProgress;
}
else
{
oItem.Status = ActionStatus.Completed;
}
}
else if (item.AssignedRole.DisplayName == "LoanOfficer")
{
var teamList = ((opportunity.Content.TeamMembers).ToList()).FindAll(x => x.AssignedRole.DisplayName != "LoanOfficer" && x.AssignedRole.DisplayName != "RelationshipManager");
if (teamList != null)
{
var expectedTeam = roleMappings.FindAll(x => x.RoleName != "LoanOfficer" && x.RoleName != "RelationshipManager" && x.RoleName != "Administrator");
if (expectedTeam != null)
{
if (teamList.Count != 0)
{
oItem.Status = ActionStatus.InProgress;
}
if (teamList.Count >= expectedTeam.Count)
{
oItem.Status = ActionStatus.Completed;
}
}
}
}
}
updatedTeamlist.Add(oItem);
}
opportunity.Content.TeamMembers = updatedTeamlist;
}
// 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}");
}
}
// Delete empty ChecklistItems
//opportunity.Content.Checklists = await RemoveEmptyFromChecklist(opportunity.Content.Checklists, requestId);
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> CreateWorkflowAsync(Opportunity opportunity, string requestId = "")
{
try
{
// Set initial opportunity state
opportunity.Metadata.OpportunityState = OpportunityState.Creating;
// Remove empty sections from proposal document
opportunity.Content.ProposalDocument.Content.ProposalSectionList = opportunity.Content.ProposalDocument.Content.ProposalSectionList.Where(x => !string.IsNullOrWhiteSpace(x.DisplayName)).ToList();
// Delete empty ChecklistItems
opportunity.Content.Checklists = opportunity.Content.Checklists.Where(x => x.ChecklistTaskList.Any(y => !string.IsNullOrWhiteSpace(y.Id) && !string.IsNullOrWhiteSpace(y.ChecklistItem))).ToList();
//Granular Access : Start
_logger.LogError($"RequestId: {requestId} - Opportunityfactory_UpdateItemAsync CheckAccess CreateItemAsync");
// QUESTION:
// When an opportunity is created the DealType.ProcessList is always null, then why do we have the IF below, this is done in the UpdateWorkflowAsync
if (opportunity.Content.DealType.ProcessList != null)
{
//create team and channels
if (await GroupIdCheckAsync(opportunity.DisplayName, requestId))
{
await CreateTeamAndChannelsAsync(opportunity, requestId);
}
if (StatusCodes.Status200OK == await _authorizationService.CheckAccessFactoryAsync(PermissionNeededTo.DealTypeWrite, requestId) ||
await _authorizationService.CheckAccessInOpportunityAsync(opportunity, PermissionNeededTo.Write, requestId))
{
bool checklistPass = false;
foreach (var item in opportunity.Content.DealType.ProcessList)
{
if (item.ProcessType.ToLower() == "checklisttab" && checklistPass == false)
{
//DashBoard Create call Start.
await UpdateDashBoardEntryAsync(opportunity, requestId);
//DashBoard Create call End.
opportunity = await _checkListProcessService.CreateWorkflowAsync(opportunity, requestId);
checklistPass = true;
}
else if (item.ProcessType.ToLower() == "customerdecisiontab")
{
opportunity = await _customerDecisionProcessService.CreateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessType.ToLower() == "proposalstatustab")
{
opportunity = await _proposalStatusProcessService.CreateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessStep.ToLower() == "start process")
{
opportunity = await _startProcessService.CreateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessStep.ToLower() == "new opportunity")
{
opportunity = await _newOpportunityProcessService.CreateWorkflowAsync(opportunity, requestId);
}
}
}
else
{
if (opportunity.Content.DealType != null)
{
_logger.LogError($"RequestId: {requestId} - CreateWorkflowAsync Service Exception");
throw new AccessDeniedException($"RequestId: {requestId} - CreateWorkflowAsync Service Exception");
}
}
}
// Update note created by (if one) and set it to relationship manager
if (opportunity.Content.Notes?.Count > 0)
{
var currentUser = (_userContext.User.Claims).ToList().Find(x => x.Type == "preferred_username")?.Value;
var callerUser = await _userProfileRepository.GetItemByUpnAsync(currentUser, requestId);
if (callerUser != null)
{
opportunity.Content.Notes[0].CreatedBy = callerUser;
opportunity.Content.Notes[0].CreatedDateTime = DateTimeOffset.Now;
}
else
{
_logger.LogWarning($"RequestId: {requestId} - CreateWorkflowAsync can't find {currentUser} to set note created by");
}
}
//Adding RelationShipManager and LoanOfficer into ProposalManager Team
dynamic jsonDyn = null;
foreach (var item in opportunity.Content.TeamMembers.Where(item => item.AssignedRole.DisplayName.Equals("LoanOfficer", StringComparison.OrdinalIgnoreCase) ||
item.AssignedRole.DisplayName.Equals("RelationshipManager", StringComparison.OrdinalIgnoreCase)))
{
try
{
if (jsonDyn == null)
{
var options = new List <QueryParam>()
{
new QueryParam("filter", $"startswith(displayName,'{_appOptions.GeneralProposalManagementTeam}')")
};
jsonDyn = await _graphUserAppService.GetGroupAsync(options, "", requestId);
}
if (!string.IsNullOrEmpty(jsonDyn.value[0].id.ToString()) && !string.IsNullOrEmpty(item.Fields.UserPrincipalName))
{
try
{
var groupID = jsonDyn.value[0].id.ToString();
Guard.Against.NullOrEmpty(item.Id, $"OpportunityFactorty_{item.AssignedRole.DisplayName} Id NullOrEmpty", requestId);
await _graphUserAppService.AddGroupMemberAsync(item.Id, groupID, requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - userId: {item.Id} - OpportunityFactorty_AddGroupMemberAsync_{item.AssignedRole.DisplayName} error in CreateWorkflowAsync: {ex}");
}
}
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - userId: {item.Id} - OpportunityFactorty_AddGroupMemberAsync_{item.AssignedRole.DisplayName} error in CreateWorkflowAsync: {ex}");
}
// Send notification
// Define Sent To user profile
if (item.AssignedRole.DisplayName.Equals("LoanOfficer", StringComparison.OrdinalIgnoreCase))
{
try
{
_logger.LogInformation($"RequestId: {requestId} - CreateWorkflowAsync sendNotificationCardAsync new opportunity notification.");
var sendAccount = UserProfile.Empty;
sendAccount.Id = item.Id;
sendAccount.DisplayName = item.DisplayName;
sendAccount.Fields.UserPrincipalName = item.Fields.UserPrincipalName;
await _cardNotificationService.sendNotificationCardAsync(opportunity, sendAccount, $"New opportunity {opportunity.DisplayName} has been assigned to ", requestId);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - CreateWorkflowAsync sendNotificationCardAsync Action error: {ex}");
}
}
}
return(opportunity);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - CreateWorkflowAsync Service Exception: {ex}");
throw new ResponseException($"RequestId: {requestId} - CreateWorkflowAsync Service Exception: {ex}");
}
}