} // AddDecision
public NLLongActionResult AddOffer(int userID, int customerID, NL_Offers offer, List <NL_OfferFees> fees = null)
{
AddOffer s = new AddOffer(offer, fees);
s.Context.UserID = userID;
s.Context.CustomerID = customerID;
var amd = ExecuteSync(out s, customerID, userID, offer, fees);
return(new NLLongActionResult {
MetaData = amd,
Value = s.OfferID,
Error = s.Error
});
} // AddOffer
public async void AddOffer()
{
Value = true;
var connection = await apiService.CheckConnection();
if (!connection.IsSuccess)
{
await Application.Current.MainPage.DisplayAlert(
Languages.Warning,
Languages.CheckConnection,
Languages.Ok);
return;
}
if (string.IsNullOrEmpty(SupplyCondition) || string.IsNullOrEmpty(PaymentCondition) || string.IsNullOrEmpty(Note))
{
Value = true;
return;
}
if (Client == null)
{
Value = true;
return;
}
var offer = new AddOffer
{
client = Client,
date = Date,
supplyCondition = SupplyCondition,
paymentCondition = PaymentCondition,
note = Note
};
var response = await apiService.Save <AddOffer>(
"https://app.smart-path.it",
"/md-core",
"/medial/offer",
offer);
/* if (!response.IsSuccess)
* {
* await Application.Current.MainPage.DisplayAlert("Error", response.Message, "ok");
* return;
* }*/
Value = false;
MessagingCenter.Send((App)Application.Current, "OnSaved");
DependencyService.Get <INotification>().CreateNotification("Medial", "Offer Added");
await App.Current.MainPage.Navigation.PopPopupAsync(true);
}
public void AddOffer() {
GetLastOffer lastOfferstrategy = new GetLastOffer(374);
lastOfferstrategy.Execute();
NL_Offers lastOffer = lastOfferstrategy.Offer;
long crID = 337;
long decisionID = 23;
ICashRequestRepository crRep = ObjectFactory.GetInstance<CashRequestRepository>();
CashRequest oldCashRequest = crRep.Get(crID);
lastOffer.DecisionID = decisionID;
lastOffer.LoanSourceID = oldCashRequest.LoanSource.ID;
lastOffer.LoanTypeID = oldCashRequest.LoanType.Id;
lastOffer.RepaymentIntervalTypeID = (int)RepaymentIntervalTypes.Month;
lastOffer.StartTime = (DateTime)oldCashRequest.OfferStart;
lastOffer.EndTime = (DateTime)oldCashRequest.OfferValidUntil;
lastOffer.RepaymentCount = oldCashRequest.ApprovedRepaymentPeriod ?? 0;
lastOffer.Amount = (decimal)oldCashRequest.ManagerApprovedSum;
lastOffer.MonthlyInterestRate = oldCashRequest.InterestRate;
lastOffer.CreatedTime = DateTime.UtcNow;
lastOffer.BrokerSetupFeePercent = oldCashRequest.BrokerSetupFeePercent;
lastOffer.Notes = "bbb";
lastOffer.DiscountPlanID = oldCashRequest.DiscountPlan.Id;
lastOffer.IsLoanTypeSelectionAllowed = oldCashRequest.IsLoanTypeSelectionAllowed == 1;
lastOffer.SendEmailNotification = !oldCashRequest.EmailSendingBanned;
lastOffer.IsRepaymentPeriodSelectionAllowed = oldCashRequest.IsCustomerRepaymentPeriodSelectionAllowed;
lastOffer.IsAmountSelectionAllowed = true;
// offer-fees
NL_OfferFees setupFee = new NL_OfferFees() {
LoanFeeTypeID = (int)NLFeeTypes.SetupFee,
Percent = oldCashRequest.ManualSetupFeePercent,
//OneTimePartPercent = 1, DistributedPartPercent = 0 // default
};
if (oldCashRequest.SpreadSetupFee != null && oldCashRequest.SpreadSetupFee == true) {
setupFee.LoanFeeTypeID = (int)NLFeeTypes.ServicingFee;
setupFee.OneTimePartPercent = 0;
setupFee.DistributedPartPercent = 1;
}
List<NL_OfferFees> offerFees = new List<NL_OfferFees>() { setupFee };
//this.m_oLog.Debug("NL: offer: {0}, offerFees: {1}" + "", lastOffer, offerFees);
AddOffer offerStrategy = new AddOffer(lastOffer, offerFees);
offerStrategy.Execute();
Console.WriteLine(offerStrategy.OfferID);
Console.WriteLine(offerStrategy.Error);
}
} // RejectCustomer
private bool ApproveCustomer(NL_Decisions newDecision)
{
LinkOfferToInvestor linkOfferToInvestor = new LinkOfferToInvestor(this.decisionToApply.Customer.ID, this.decisionToApply.CashRequest.ID, this.decisionModel.ForceInvestor, this.decisionModel.InvestorID, this.decisionModel.underwriterID);
linkOfferToInvestor.Execute();
Log.Info("ApproveCustomer Decision {0} for Customer {1} cr {2} OP {3} FoundInvestor {4}",
this.decisionToApply.CashRequest.UnderwriterDecision,
this.decisionToApply.Customer.ID,
this.decisionToApply.CashRequest.ID,
linkOfferToInvestor.IsForOpenPlatform,
linkOfferToInvestor.FoundInvestor);
if (linkOfferToInvestor.IsForOpenPlatform && !linkOfferToInvestor.FoundInvestor)
{
PendingInvestor(newDecision);
return(false);
}
this.decisionToApply.Customer.DateApproved = this.now;
this.decisionToApply.Customer.ApprovedReason = this.decisionModel.reason;
this.decisionToApply.Customer.CreditSum = this.currentState.OfferedCreditLine;
this.decisionToApply.Customer.ManagerApprovedSum = this.currentState.OfferedCreditLine;
this.decisionToApply.Customer.NumApproves = 1 + this.currentState.NumOfPrevApprovals;
this.decisionToApply.Customer.IsLoanTypeSelectionAllowed = this.currentState.IsLoanTypeSelectionAllowed;
this.decisionToApply.CashRequest.ManagerApprovedSum = (int)this.currentState.OfferedCreditLine;
if (!SaveDecision <ManuallyApprove>())
{
return(false);
}
bool bSendBrokerForceResetCustomerPassword =
this.currentState.FilledByBroker &&
(this.currentState.NumOfPrevApprovals == 0);
bool bSendApprovedUser = !this.currentState.EmailSendingBanned;
int validForHours = (int)(this.currentState.OfferValidUntil - this.currentState.OfferStart).TotalHours;
if (bSendBrokerForceResetCustomerPassword && bSendApprovedUser)
{
FireToBackground(
new ApprovedUser(
this.decisionModel.customerID,
this.currentState.OfferedCreditLine,
validForHours,
this.currentState.NumOfPrevApprovals == 0
)
{
SendToCustomer = false,
},
e => Warning = "Failed to force reset customer password and send 'approved user' email: " + e.Message
);
}
else if (bSendApprovedUser)
{
FireToBackground(
new ApprovedUser(
this.decisionModel.customerID,
this.currentState.OfferedCreditLine,
validForHours,
this.currentState.NumOfPrevApprovals == 0
),
e => Warning = "Failed to send 'approved user' email: " + e.Message
);
}
else if (bSendBrokerForceResetCustomerPassword)
{
FireToBackground(new BrokerForceResetCustomerPassword(this.decisionModel.customerID));
}
newDecision.DecisionNameID = (int)DecisionActions.Approve;
AddDecision nlAddDecision = new AddDecision(newDecision, this.decisionToApply.CashRequest.ID, null);
nlAddDecision.Context.CustomerID = this.decisionModel.customerID;
nlAddDecision.Context.UserID = this.decisionModel.underwriterID;
try {
try {
nlAddDecision.Execute();
Log.Debug("nl AddDecision {0}, Error: {1}", nlAddDecision.DecisionID, nlAddDecision.Error);
// ReSharper disable once CatchAllClause
} catch (Exception ex) {
Log.Error("Failed to add NL_decision. Err: {0}", ex.Message);
}
NL_Offers nlOffer = new NL_Offers()
{
DecisionID = nlAddDecision.DecisionID,
CreatedTime = this.currentState.CreationDate,
Amount = this.currentState.OfferedCreditLine,
BrokerSetupFeePercent = this.currentState.BrokerSetupFeePercent,
//IsAmountSelectionAllowed = this.currentState.
SendEmailNotification = !this.currentState.EmailSendingBanned,
StartTime = this.currentState.OfferStart,
EndTime = this.currentState.OfferValidUntil,
IsLoanTypeSelectionAllowed = this.currentState.IsLoanTypeSelectionAllowed == 1,
Notes = this.decisionToApply.CashRequest.UnderwriterComment + " old cr " + this.decisionToApply.CashRequest.ID,
MonthlyInterestRate = this.currentState.InterestRate,
LoanSourceID = this.currentState.LoanSourceID,
DiscountPlanID = this.currentState.DiscountPlanID,
LoanTypeID = this.currentState.LoanTypeID,
RepaymentIntervalTypeID = (int)RepaymentIntervalTypes.Month,
RepaymentCount = this.currentState.RepaymentPeriod, // ApprovedRepaymentPeriod???
IsRepaymentPeriodSelectionAllowed = this.currentState.IsCustomerRepaymentPeriodSelectionAllowed
};
Log.Debug("Adding nl offer: {0}", nlOffer);
NL_OfferFees setupFee = new NL_OfferFees()
{
LoanFeeTypeID = (int)NLFeeTypes.SetupFee,
Percent = this.currentState.ManualSetupFeePercent,
OneTimePartPercent = 1,
DistributedPartPercent = 0
};
if (this.currentState.SpreadSetupFee)
{
setupFee.LoanFeeTypeID = (int)NLFeeTypes.ServicingFee;
setupFee.OneTimePartPercent = 0;
setupFee.DistributedPartPercent = 1;
}
NL_OfferFees[] ofeerFees = { setupFee };
AddOffer sAddOffer = new AddOffer(nlOffer, ofeerFees);
sAddOffer.Context.CustomerID = this.decisionToApply.Customer.ID;
sAddOffer.Context.UserID = this.decisionModel.underwriterID;
try {
sAddOffer.Execute();
Log.Debug("nl offer added: {0}, Error: {1}", sAddOffer.OfferID, sAddOffer.Error);
// ReSharper disable once CatchAllClause
} catch (Exception ex) {
Log.Error("Failed to AddOffer. Err: {0}", ex.Message);
}
// ReSharper disable once CatchAllClause
} catch (Exception nlException) {
Log.Error("Failed to run NL offer/decision Err: {0}", nlException.Message);
}
UpdateSalesForceOpportunity(OpportunityStage.s90, model => {
model.ApprovedAmount = (int)this.currentState.OfferedCreditLine;
model.ExpectedEndDate = this.currentState.OfferValidUntil;
});
return(true);
} // ApproveCustomer
public override void Execute() {
string query = "select top 20 Id from Loan l left join NL_Loans nl on nl.OldLoanID=l.Id and l.Id=null and l.Modified=0";
NL_AddLog(LogType.Info, "Strategy start", query, null, null, null);
List<MigrateLoanTransaction.LoanId> loansList = DB.Fill<MigrateLoanTransaction.LoanId>(query, CommandSpecies.Text);
if (loansList.Count == 0) {
Error = "Loans to migrate to NL not found";
Log.Debug(Error);
NL_AddLog(LogType.Info, "Strategy end", query, null, Error, null);
return;
}
NL_AddLog(LogType.Info, "Loans to migrate", null, loansList.Count, null, null);
foreach (MigrateLoanTransaction.LoanId l in loansList) {
Loan loan = loanRep.Get(l.Id);
if (loan == null) {
Error = string.Format("Failed to load old loan {0}", l.Id);
Log.Info(Error);
NL_AddLog(LogType.Info, Error, l.Id, null, Error, null);
continue;
}
Context.CustomerID = loan.Customer.Id;
Context.UserID = loan.CashRequest.IdUnderwriter;
try {
// [ELINAR-PC].[ezbob].[dbo].[NL_CashRequestGetByOldID]
query = "select CashRequestID from NL_CashRequests where [OldCashRequestID]=" + loan.CashRequest.Id;
Log.Debug("Processing loan {0}, cr {1}, {2}", loan.Id, loan.CashRequest.Id, query);
MigrateLoanTransaction.CashReqModel crModel = DB.FillFirst<MigrateLoanTransaction.CashReqModel>(query, CommandSpecies.Text, new QueryParameter("@crID", loan.CashRequest.Id));
NL_AddLog(LogType.Info, "crModel", new object[] { query, loan.CashRequest.Id, l.Id }, crModel, null, null);
// copy to NL_CashRequests
if (crModel.CashRequestID == 0L) {
AddCashRequest sCashRequest = new AddCashRequest(new NL_CashRequests {
CustomerID = loan.Customer.Id,
RequestTime = (DateTime)loan.CashRequest.CreationDate,
CashRequestOriginID = loan.CashRequest.Originator.HasValue ? (int)loan.CashRequest.Originator.Value : 5, // NL_CashRequestOrigins "Other"
UserID = loan.CashRequest.IdUnderwriter ?? 1,
OldCashRequestID = loan.CashRequest.Id
});
sCashRequest.Context.CustomerID = Context.CustomerID;
sCashRequest.Context.UserID = Context.UserID;
sCashRequest.Execute();
crModel.CashRequestID = sCashRequest.CashRequestID;
}
if (crModel.CashRequestID == 0L) {
Error = string.Format("Failed to add/find nl CR, oldID {0}, crID {1}", loan.Id, loan.CashRequest.Id);
Log.Info(Error);
NL_AddLog(LogType.Info, "NL CR failed", loan.CashRequest.Id, null, Error, null);
continue;
}
// copy decisions
foreach (DecisionHistory dh in loan.CashRequest.DecisionHistories) {
query = string.Format("select DecisionID from [dbo].[NL_Decisions] d join [dbo].[NL_CashRequests] c on d.CashRequestID=c.CashRequestID and c.OldCashRequestID={0} and d.UserID={1} " +
"and d.DecisionNameID={2} and d.DecisionTime='{3}'",
dh.CashRequest.Id, dh.Underwriter.Id, (int)dh.Action, dh.Date.ToString("yyyy-MM-dd HH:mm:ss"));
//query = "select DecisionID from [dbo].[NL_Decisions] d join [dbo].[NL_CashRequests] c on d.CashRequestID=c.CashRequestID and c.OldCashRequestID=@crID " +
// "and d.UserID=@uID and d.DecisionNameID=@dID and d.DecisionTime='@dDate'";
//"datediff(DAY, d.DecisionTime, '@dDate')=0";
MigrateLoanTransaction.CashReqModel dModel = DB.FillFirst<MigrateLoanTransaction.CashReqModel>(query, CommandSpecies.Text/*,
new QueryParameter("@crID", dh.CashRequest.Id),
new QueryParameter("@uID", dh.Underwriter.Id),
new QueryParameter("@dID", (int)dh.Action),
new QueryParameter("@dDate", dh.Date.ToString("yyyy-MM-dd HH:mm:ss"))*/);
NL_AddLog(LogType.Info, "dModel", new object[] { query, dh.CashRequest.Id, dh.Underwriter.Id, (int)dh.Action, dh.Date }, dModel, null, null);
if (dModel.DecisionID == 0L) {
List<NL_DecisionRejectReasons> rejectReasons = new List<NL_DecisionRejectReasons>();
if (dh.RejectReasons.Count > 0) {
dh.RejectReasons.ForEach(x => rejectReasons.Add(new NL_DecisionRejectReasons() {
RejectReasonID = x.RejectReason.Id
}));
}
AddDecision sDesicion = new AddDecision(new NL_Decisions {
CashRequestID = dh.CashRequest.Id,
UserID = dh.Underwriter.Id,
DecisionNameID = (int)dh.Action,
DecisionTime = dh.Date,
Notes = string.Format("{0}. (migrated: old crID {1}, loan {2})", dh.Comment, loan.CashRequest.Id, l.Id)
}, loan.CashRequest.Id, rejectReasons);
sDesicion.Context.CustomerID = dh.Customer.Id;
sDesicion.Context.UserID = dh.Underwriter.Id;
sDesicion.Execute();
dModel.DecisionID = sDesicion.DecisionID;
crModel.DecisionID = dModel.DecisionID;
}
// NL_Offers for approve decision
if (dh.Action.Equals(DecisionActions.Approve)) {
NL_OfferFees offerFee = new NL_OfferFees {
LoanFeeTypeID = (int)NLFeeTypes.SetupFee,
Percent = loan.CashRequest.ManualSetupFeePercent ?? 0,
OneTimePartPercent = 1,
DistributedPartPercent = 0
};
if (loan.CashRequest.SpreadSetupFee != null && loan.CashRequest.SpreadSetupFee == true) {
offerFee.LoanFeeTypeID = (int)NLFeeTypes.ServicingFee;
offerFee.OneTimePartPercent = 0;
offerFee.DistributedPartPercent = 1;
}
NL_OfferFees[] fees = { offerFee };
AddOffer sOffer = new AddOffer(new NL_Offers {
DecisionID = dModel.DecisionID,
LoanTypeID = (int)NL_Model.LoanTypeNameToNLLoanType(loan.CashRequest.LoanType.Name),
LoanSourceID = loan.CashRequest.LoanSource.ID,
RepaymentIntervalTypeID = (int)RepaymentIntervalTypes.Month,
Amount = loan.CashRequest.ApprovedSum(),
StartTime = (DateTime)loan.CashRequest.OfferStart,
EndTime = (DateTime)loan.CashRequest.OfferValidUntil,
CreatedTime = (DateTime)loan.CashRequest.UnderwriterDecisionDate, // TODO ????
DiscountPlanID = loan.CashRequest.DiscountPlan.Id, // supposed discounts transformed right
MonthlyInterestRate = loan.CashRequest.InterestRate,
RepaymentCount = loan.CashRequest.ApprovedRepaymentPeriod ?? loan.CashRequest.RepaymentPeriod,
BrokerSetupFeePercent = loan.CashRequest.BrokerSetupFeePercent,
IsLoanTypeSelectionAllowed = loan.CashRequest.IsCustomerRepaymentPeriodSelectionAllowed,
IsRepaymentPeriodSelectionAllowed = loan.CashRequest.IsCustomerRepaymentPeriodSelectionAllowed,
SendEmailNotification = !loan.CashRequest.EmailSendingBanned,
Notes = string.Format("{0}. (migrated: old crID {1}, loan {2})", loan.CashRequest.UnderwriterComment, loan.CashRequest.Id, l.Id),
ProductSubTypeID = loan.CashRequest.ProductSubTypeID ?? null
}, fees);
sOffer.Context.CustomerID = dh.Customer.Id;
sOffer.Context.UserID = dh.Underwriter.Id;
sOffer.Execute();
crModel.OfferID = sOffer.OfferID;
}
}
// do in backfill - after migration end
// update .[dbo].[MedalCalculations], .[dbo].[MedalCalculationsAV]
// query =
// "IF (SELECT [NLCashRequestID] FROM [dbo].[MedalCalculations] WHERE [CashRequestID]=@crID) is null begin update [dbo].[MedalCalculations] set [NLCashRequestID]=@nlcrID where [CashRequestID]=@crID end " +
// "IF (SELECT [NLCashRequestID] FROM [dbo].[MedalCalculationsAV] WHERE [CashRequestID]=@crID) is null begin update [dbo].[MedalCalculationsAV] set [NLCashRequestID]=@nlcrID where [CashRequestID]=@crID end";
// + "IF (SELECT [NLOfferID] FROM [dbo].[I_InvestorSystemBalance] WHERE [CashRequestID]=@crID) is null begin update [dbo].[I_InvestorSystemBalance] set [NLOfferID]=@nlcrID where [CashRequestID]=@crID end ";
// DB.ExecuteNonQuery(query, CommandSpecies.Text, new QueryParameter("@crID", loan.CashRequest.Id), new QueryParameter("@nlcrID", crModel.CashRequestID));
NL_AddLog(LogType.Info, "Strategy end", loansList, Error, null, null);
// ReSharper disable once CatchAllClause
} catch (Exception exc) {
Error = exc.Message;
Log.Alert(exc);
NL_AddLog(LogType.Error, "Strategy failed", null, Error, exc.ToString(), exc.StackTrace);
return;
}
}
}
} // constructor
protected void AddNLDecisionOffer(DateTime now)
{
AddDecision addDecisionStra = new AddDecision(new NL_Decisions {
DecisionNameID = this.autoDecisionResponse.DecisionCode ?? (int)DecisionActions.Waiting,
DecisionTime = now,
Notes = this.autoDecisionResponse.CreditResult.HasValue
? this.autoDecisionResponse.CreditResult.Value.DescriptionAttr()
: string.Empty,
CashRequestID = this.nlCashRequestID,
UserID = this.underwriterID,
}, this.cashRequestID, null);
addDecisionStra.Execute();
long decisionID = addDecisionStra.DecisionID;
Log.Debug("Added NL decision: {0}", decisionID);
if (!this.autoDecisionResponse.DecidedToApprove)
{
return;
}
NL_OfferFees setupFee = new NL_OfferFees {
LoanFeeTypeID = (int)NLFeeTypes.SetupFee,
Percent = this.autoDecisionResponse.SetupFee,
OneTimePartPercent = 1,
DistributedPartPercent = 0
};
if (this.autoDecisionResponse.SpreadSetupFee)
{
setupFee.LoanFeeTypeID = (int)NLFeeTypes.ServicingFee;
setupFee.OneTimePartPercent = 0;
setupFee.DistributedPartPercent = 1;
} // if
NL_OfferFees[] ofeerFees = { setupFee };
AddOffer addOfferStrategy = new AddOffer(new NL_Offers {
DecisionID = decisionID,
Amount = this.autoDecisionResponse.ApprovedAmount,
StartTime = now,
EndTime = now.AddHours(this.offerValidForHours),
CreatedTime = now,
DiscountPlanID = this.autoDecisionResponse.DiscountPlanIDToUse,
LoanSourceID = this.autoDecisionResponse.LoanSource.ID,
LoanTypeID = this.autoDecisionResponse.LoanTypeID,
RepaymentIntervalTypeID = (int)RepaymentIntervalTypes.Month,
MonthlyInterestRate = this.autoDecisionResponse.InterestRate,
RepaymentCount = this.autoDecisionResponse.RepaymentPeriod,
BrokerSetupFeePercent = this.autoDecisionResponse.BrokerSetupFeePercent,
IsLoanTypeSelectionAllowed = this.autoDecisionResponse.IsCustomerRepaymentPeriodSelectionAllowed,
IsRepaymentPeriodSelectionAllowed = this.autoDecisionResponse.IsCustomerRepaymentPeriodSelectionAllowed,
SendEmailNotification = !this.autoDecisionResponse.LoanOfferEmailSendingBannedNew,
// ReSharper disable once PossibleInvalidOperationException
Notes = "Auto decision: " + this.autoDecisionResponse.Decision.Value,
}, ofeerFees);
addOfferStrategy.Execute();
Log.Debug("Added NL offer: {0}", addOfferStrategy.OfferID);
} // AddNLDecisionOffer
