/**
* Returns an IList of loan guids last modified between the start and end date
* NOTE: There is NO sorting implied in the list
*/
public static IList<string> LoansLastModifiedBetween(Session session, DateTime start)
{
DateFieldCriterion startDate = new DateFieldCriterion();
startDate.FieldName = LAST_MODIFIED_FIELD;
startDate.MatchType = OrdinalFieldMatchType.GreaterThanOrEquals;
startDate.Value = start;
startDate.Precision = DateFieldMatchPrecision.Day;
return LoansLastModifiedBetween(session, startDate);
}
public static IDictionary<string, DateTime> LoansAndLastModifiedPipeline(Session session, DateTime start)
{
DateFieldCriterion startDate = new DateFieldCriterion();
startDate.FieldName = LAST_MODIFIED_FIELD;
startDate.MatchType = OrdinalFieldMatchType.GreaterThanOrEquals;
startDate.Value = start;
startDate.Precision = DateFieldMatchPrecision.Day;
return LoansAndLastModifiedPipeline(session, startDate);
}
public static IDictionary <string, DateTime> LoansAndLastModifiedPipeline(Session session, DateTime start)
{
DateFieldCriterion startDate = new DateFieldCriterion();
startDate.FieldName = LAST_MODIFIED_FIELD;
startDate.MatchType = OrdinalFieldMatchType.GreaterThanOrEquals;
startDate.Value = start;
startDate.Precision = DateFieldMatchPrecision.Day;
return(LoansAndLastModifiedPipeline(session, startDate));
}
/**
* Returns an IList of loan guids last modified between the start and end date
* NOTE: There is NO sorting implied in the list
*/
public static IList <string> LoansLastModifiedBetween(Session session, DateTime start)
{
DateFieldCriterion startDate = new DateFieldCriterion();
startDate.FieldName = LAST_MODIFIED_FIELD;
startDate.MatchType = OrdinalFieldMatchType.GreaterThanOrEquals;
startDate.Value = start;
startDate.Precision = DateFieldMatchPrecision.Day;
return(LoansLastModifiedBetween(session, startDate));
}
public static IList<string> LoansLastModifiedBetween(Session session, DateTime start, DateTime end)
{
DateFieldCriterion startDate = new DateFieldCriterion();
startDate.FieldName = LAST_MODIFIED_FIELD;
startDate.MatchType = OrdinalFieldMatchType.GreaterThanOrEquals;
startDate.Value = start;
startDate.Precision = DateFieldMatchPrecision.Day;
DateFieldCriterion endDate = new DateFieldCriterion();
endDate.FieldName = LAST_MODIFIED_FIELD;
endDate.MatchType = OrdinalFieldMatchType.LessThan;
endDate.Value = end;
endDate.Precision = DateFieldMatchPrecision.Day;
QueryCriterion joinCriterion = startDate.And(endDate);
return LoansLastModifiedBetween(session, joinCriterion);
}
public static IList <string> LoansLastModifiedBetween(Session session, DateTime start, DateTime end)
{
DateFieldCriterion startDate = new DateFieldCriterion();
startDate.FieldName = LAST_MODIFIED_FIELD;
startDate.MatchType = OrdinalFieldMatchType.GreaterThanOrEquals;
startDate.Value = start;
startDate.Precision = DateFieldMatchPrecision.Day;
DateFieldCriterion endDate = new DateFieldCriterion();
endDate.FieldName = LAST_MODIFIED_FIELD;
endDate.MatchType = OrdinalFieldMatchType.LessThan;
endDate.Value = end;
endDate.Precision = DateFieldMatchPrecision.Day;
QueryCriterion joinCriterion = startDate.And(endDate);
return(LoansLastModifiedBetween(session, joinCriterion));
}
public static void Main()
{
// Open the session to the remote server
Session session = new Session();
session.Start("myserver", "mary", "maryspwd");
// Build the query criterion for all loans that were opened this year
DateFieldCriterion dateCri = new DateFieldCriterion();
dateCri.FieldName = "Loan.DateFileOpened";
dateCri.Value = DateTime.Now;
dateCri.Precision = DateFieldMatchPrecision.Year;
// Perform the query to get the IDs of the loans
LoanIdentityList ids = session.Loans.Query(dateCri);
// Create a list of the specific fields we want to print from each loan.
// In this case, we'll select the Loan Amount and Interest Rate.
StringList fieldIds = new StringList();
fieldIds.Add("2"); // Loan Amount
fieldIds.Add("3"); // Rate
// For each loan, select the desired fields
foreach (LoanIdentity id in ids)
{
// Select the field values for the current loan
StringList fieldValues = session.Loans.SelectFields(id.Guid, fieldIds);
// Print out the returned values
Console.WriteLine("Fields for loan " + id.ToString());
Console.WriteLine("Amount: " + fieldValues[0]);
Console.WriteLine("Rate: " + fieldValues[1]);
}
// End the session to gracefully disconnect from the server
session.End();
}
private String startApplication()
{
Console.Out.WriteLine("Program running...");
String text = "";
//Investor Lock Date
/* DateFieldCriterion invLockEmpty = new DateFieldCriterion();
* invLockEmpty.FieldName = "Fields.2220";
* invLockEmpty.Value = DateFieldCriterion.EmptyDate;
* invLockEmpty.MatchType = OrdinalFieldMatchType.Equals;
*
* //non empty CTC date
* DateFieldCriterion ctcNonEmpty = new DateFieldCriterion();
* ctcNonEmpty.FieldName = "Fields.Log.MS.Date.Clear to Close";
* ctcNonEmpty.Value = DateFieldCriterion.NonEmptyDate;
* ctcNonEmpty.MatchType = OrdinalFieldMatchType.Equals;
*
* //empty funding date
* DateFieldCriterion fundDateEmpty = new DateFieldCriterion();
* fundDateEmpty.FieldName = "Fields.Log.MS.Date.Funding";
* fundDateEmpty.Value = DateFieldCriterion.EmptyDate;
* fundDateEmpty.MatchType = OrdinalFieldMatchType.Equals;
*
* //or
* DateFieldCriterion fundDateNotEmpty = new DateFieldCriterion();
* fundDateNotEmpty.FieldName = "Fields.Log.MS.Date.Funding";
* fundDateNotEmpty.Value = DateFieldCriterion.NonEmptyDate;
* fundDateNotEmpty.MatchType = OrdinalFieldMatchType.Equals;*/
StringFieldCriterion folderCri = new StringFieldCriterion();
folderCri.FieldName = "Loan.LoanFolder";
folderCri.Value = "My Pipeline";
folderCri.MatchType = StringFieldMatchType.Exact;
StringFieldCriterion folderCri2 = new StringFieldCriterion();
folderCri2.FieldName = "Loan.LoanFolder";
folderCri2.Value = "Completed Loans";
folderCri2.MatchType = StringFieldMatchType.Exact;
DateFieldCriterion purchDateNotEmpty = new DateFieldCriterion();
purchDateNotEmpty.FieldName = "Fields.Log.MS.Date.Purchased";
purchDateNotEmpty.Value = DateFieldCriterion.NonEmptyDate;
purchDateNotEmpty.MatchType = OrdinalFieldMatchType.Equals;
DateFieldCriterion purchDateThisMonth = new DateFieldCriterion();
purchDateThisMonth.FieldName = "Fields.Log.MS.Date.Purchased";
purchDateThisMonth.Value = new DateTime(DateTime.Now.Year, DateTime.Now.Month, 1);
purchDateThisMonth.MatchType = OrdinalFieldMatchType.GreaterThan;
QueryCriterion fullQuery = purchDateThisMonth.And(purchDateNotEmpty).And(folderCri.Or(folderCri2));
StringList fields = new StringList();
Row row = new Row();
row.setHeader(true);
row.add("Investor");
fields.Add("Fields.2825");
row.add("Inv #");
fields.Add("Fields.2826");
row.add("Loan #");
fields.Add("Fields.364");
row.add("Borrower Name");
fields.Add("Fields.4002");
fields.Add("Fields.4000");
row.add("Address");
fields.Add("Fields.11");
row.add("Rate");
fields.Add("Fields.3");
row.add("Loan Amount");
fields.Add("Fields.1109");
row.add("Funded");
fields.Add("Fields.Log.MS.Date.Funding");
row.add("Purchased");
fields.Add("Fields.Log.MS.Date.Purchased");
// row.add("Base YSP");
fields.Add("Fields.2232");
// row.add("Total Adj");
fields.Add("Fields.2273");
// row.add("Net YSP");
fields.Add("Fields.2274");
// row.add("Net SRP");
fields.Add("Fields.2276");
row.add("Total Rebate");
row.add("Rebate");
row.add("Investor Interest");
fields.Add("Fields.2834");
row.add("Investor Fees");
fields.Add("Fields.2373");
fields.Add("Fields.2375");
fields.Add("Fields.2377");
fields.Add("Fields.2379");
fields.Add("Fields.2381");
fields.Add("Fields.2383");
row.add("Appraisal");
fields.Add("Fields.641");
row.add("Credit Fee");
fields.Add("Fields.640");
row.add("Interest");
fields.Add("Fields.334");
row.add("Escrow Fees");
fields.Add("Fields.NEWHUD2.X11");
fields.Add("Fields.NEWHUD2.X14");
fields.Add("Fields.NEWHUD.X808");
fields.Add("Fields.NEWHUD.X810");
fields.Add("Fields.NEWHUD.X812");
fields.Add("Fields.NEWHUD.X814");
fields.Add("Fields.NEWHUD.X816");
fields.Add("Fields.NEWHUD.X818");
fields.Add("Fields.NEWHUD.X639");
row.add("Title Fees");
fields.Add("Fields.NEWHUD.X572");
fields.Add("Fields.NEWHUD.X639");
fields.Add("Fields.NEWHUD.X215");
fields.Add("Fields.NEWHUD.X216");
fields.Add("Fields.1763");
fields.Add("Fields.1768");
fields.Add("Fields.1773");
fields.Add("Fields.1778");
fields.Add("Fields.NEWHUD.X1604");
fields.Add("Fields.NEWHUD.X1612");
row.add("Recording Fee");
fields.Add("Fields.NEWHUD.X607");
row.add("Processor");
fields.Add("Fields.362");
row.add("Loan Officer");
fields.Add("Fields.317");
//loan purpose
fields.Add("Fields.19");
report.Add(row);
SortCriterionList sortOrder = new SortCriterionList();
sortOrder.Add(new SortCriterion("Fields.Log.MS.Date.Purchased", SortOrder.Ascending));
LoanReportCursor results = Program.mySession.getSession().Reports.OpenReportCursor(fields, fullQuery, sortOrder);
Console.Out.WriteLine(results.ToString());
int count = results.Count;
Console.Out.WriteLine("Total Files" + ": " + count);
//end program if results empty
if (count == 0)
{
results.Close();
Environment.Exit(0);
}
//local variables
double rebateTotal = 0;
double escrowTotal = 0;
double titleTotal = 0;
double interestTotal = 0;
//double warehouseFeeTotal = 0;
//double warehouseIntTotal = 0;
double appraisalTotal = 0;
double creditTotal = 0;
double recordingTotal = 0;
double investorFeeTotal = 0;
double investorIntTotal = 0;
text += "Total Files Purchased this Month-to-Date: <b>" + count + "</b><br/><br/>";
text += "<div class='small'><ul>Fees and Income not included" +
"<li>warehouse fees and interest</li>" +
"<li>payoff fees refunded to borrower</li>" +
"</ul> </div>";
//iterate through query and format
foreach (LoanReportData data in results)
{
Row line = new Row();
line.add(data["Fields.2825"].ToString());
line.add(data["Fields.2826"].ToString());
line.add(data["Fields.364"].ToString());
line.add((data["Fields.4002"].ToString() + " " + data["Fields.4000"].ToString()).ToUpper());
line.add(data["Fields.11"].ToString().ToUpper());
line.add(Convert.ToDouble(data["Fields.3"]).ToString("F3"));
int loanAmt = Convert.ToInt32(data["Fields.1109"]);
line.add(loanAmt.ToString("C"));
line.add(Convert.ToDateTime(data["Fields.Log.MS.Date.Funding"]).ToShortDateString());
line.add(Convert.ToDateTime(data["Fields.Log.MS.Date.Purchased"]).ToShortDateString());
// line.add(Utility.toPercent(data["Fields.2232"]));
// line.add(Utility.toPercent(data["Fields.2273"]));
// line.add(Utility.toPercent(data["Fields.2274"]));
// line.add(Utility.toPercent(data["Fields.2276"]));
Double rebate = (Convert.ToDouble(data["Fields.2274"]) + Convert.ToDouble(data["Fields.2276"]));
if (rebate <= 0.0001)
{
line.add(rebate.ToString("F3"), 1);
line.add(" ");
}
else
{
line.add(rebate.ToString("F3"));
Double rebateAmt = (rebate - 100) * loanAmt * .01;
if (rebateAmt <= 0)
{
line.add(rebateAmt.ToString("C"), 2);
}
else
{
line.add(rebateAmt.ToString("C"));
}
rebateTotal += rebateAmt;
}
double investorInt = Convert.ToDouble(data["Fields.2834"]);
line.add((investorInt * -1).ToString("C"));
investorIntTotal += investorInt;
double investorFees = Convert.ToDouble(data["Fields.2373"]) + Convert.ToDouble(data["Fields.2375"])
+ Convert.ToDouble(data["Fields.2377"]) + Convert.ToDouble(data["Fields.2379"])
+ Convert.ToDouble(data["Fields.2381"]) + Convert.ToDouble(data["Fields.2383"]);
line.add((investorFees * -1).ToString("C"));
investorFeeTotal += investorFees;
double appraisalFee = (Convert.ToDouble(data["Fields.641"]));
line.add((-1 * appraisalFee).ToString("C")); //appraisal fee
appraisalTotal += appraisalFee;
double creditFee = (Convert.ToDouble(data["Fields.640"]));
line.add((creditFee * -1).ToString("C")); //Credit fee
creditTotal += creditFee;
double interest = Convert.ToDouble(data["Fields.334"]);
line.add((interest).ToString("C")); //interest
interestTotal += interest;
String purpose = data["Fields.19"].ToString();
if (purpose.Contains("Refi"))
{
double escrowFees = Convert.ToDouble(data["Fields.NEWHUD2.X11"]) +
Convert.ToDouble(data["Fields.NEWHUD.X808"]) + Convert.ToDouble(data["Fields.NEWHUD2.X14"]) +
Convert.ToDouble(data["Fields.NEWHUD.X810"]) + Convert.ToDouble(data["Fields.NEWHUD.X812"]) +
Convert.ToDouble(data["Fields.NEWHUD.X814"]) + Convert.ToDouble(data["Fields.NEWHUD.X816"]) +
Convert.ToDouble(data["Fields.NEWHUD.X818"]);
line.add(escrowFees.ToString("C"));
escrowTotal += escrowFees;
double titleFees =
Convert.ToDouble(data["Fields.NEWHUD.X215"]) + Convert.ToDouble(data["Fields.NEWHUD.X216"]) +
Convert.ToDouble(data["Fields.1763"]) + Convert.ToDouble(data["Fields.1768"]) +
Convert.ToDouble(data["Fields.NEWHUD.X639"]) +
Convert.ToDouble(data["Fields.1773"]) + Convert.ToDouble(data["Fields.1778"]) +
Convert.ToDouble(data["Fields.NEWHUD.X1604"]) + Convert.ToDouble(data["Fields.NEWHUD.X1612"]);
titleTotal += titleFees;
//Convert.ToDouble(data["Fields.NEWHUD.X572"]) owner's title
line.add((-1 * titleFees).ToString("C"));
double recordingFee = Convert.ToDouble(data["Fields.NEWHUD.X607"]);
line.add((recordingFee * -1).ToString("C"));
recordingTotal += recordingFee;
}
else
{
line.add("Purchase");
line.add("Purchase");
line.add("Purchase");
}
line.add(data["Fields.362"].ToString());
line.add(data["Fields.317"].ToString());
report.Add(line);
Console.Out.Write("."); //status bar
}
//process last row
Row totals = new Row();
totals.setHeader(true);
totals.add("");
totals.add("");
totals.add("");
totals.add("");
totals.add("");
totals.add("");
totals.add("");
totals.add("Count");
totals.add(count.ToString());
totals.add("Total");
totals.add(rebateTotal.ToString("C"));
totals.add((-1 * investorIntTotal).ToString("C"));
totals.add((-1 * investorFeeTotal).ToString("C"));
totals.add((-1 * appraisalTotal).ToString("C"));
totals.add((-1 * creditTotal).ToString("C"));
totals.add((-1 * interestTotal).ToString("C"));
totals.add(escrowTotal.ToString("C"));
totals.add((-1 * titleTotal).ToString("C"));
totals.add((-1 * recordingTotal).ToString("C"));
totals.add("Grand Total");
double sum = rebateTotal - investorIntTotal - investorFeeTotal
- appraisalTotal - creditTotal + interestTotal + escrowTotal
- titleTotal - recordingTotal;
totals.add(sum.ToString("C"));
report.Add(totals);
Console.Out.WriteLine("");
results.Close();
text += formatReport(report);
return(text);
}
private String startApplication()
{
log.Info("Program running...");
String text = "";
DateFieldCriterion cri = new DateFieldCriterion();
cri.FieldName = "Fields.Log.MS.Date.Funding";
cri.Value = DateFieldCriterion.NonEmptyDate;
cri.MatchType = OrdinalFieldMatchType.Equals;
DateFieldCriterion cri2 = new DateFieldCriterion();
cri2.FieldName = "Fields.Log.MS.Date.Purchased";
cri2.Value = DateFieldCriterion.EmptyDate;
cri2.MatchType = OrdinalFieldMatchType.Equals;
StringFieldCriterion folderCri = new StringFieldCriterion();
folderCri.FieldName = "Loan.LoanFolder";
folderCri.Value = "My Pipeline";
folderCri.MatchType = StringFieldMatchType.Exact;
QueryCriterion fullQuery = folderCri.And(cri.And(cri2));
StringList fields = new StringList();
fields.Add("Fields.VEND.X263");
fields.Add("Fields.352");
fields.Add("Fields.364");
fields.Add("Fields.37");
fields.Add("Fields.4000");
fields.Add("Fields.1109");
fields.Add("Fields.362");
fields.Add("Fields.317");
fields.Add("Fields.Log.MS.Date.Funding");
SortCriterionList sortOrder = new SortCriterionList();
sortOrder.Add(new SortCriterion("Fields.Log.MS.Date.Funding"));
LoanReportCursor results = Program.mySession.getSession().Reports.OpenReportCursor(fields, fullQuery, sortOrder);
Console.Out.WriteLine(results.ToString());
int count = results.Count;
log.Info("Total Files Not Purchased " + DateTime.Now.ToShortDateString() + ": " + count);
text += "Total Files Not Purchased: <b>" + count + "</b><br/><br/>";
//headers
Row row = new Row();
row.setHeader(true);
row.add("Investor");
row.add("Inv #");
row.add("Loan #");
row.add("Borrower Name");
//row.add("First Name");
row.add("Loan Amount");
row.add("Processor");
row.add("Loan Officer");
row.add("Funding Date");
report.Add(row);
foreach (LoanReportData data in results)
{
Row line = new Row();
line.add(data["Fields.VEND.X263"].ToString());
line.add(data["Fields.352"].ToString());
line.add(data["Fields.364"].ToString());
line.add(data["Fields.37"].ToString().ToUpper() + ", " + data["Fields.4000"].ToString().ToUpper());
line.add(Convert.ToInt32(data["Fields.1109"]).ToString("C"));
line.add(data["Fields.362"].ToString());
line.add(data["Fields.317"].ToString());
line.add(Math.Ceiling(DateTime.Now.Subtract(Convert.ToDateTime(data["Fields.Log.MS.Date.Funding"])).TotalDays).ToString());
report.Add(line);
Console.Out.Write("."); //status bar
}
Console.Out.WriteLine("");
results.Close();
text += formatReport(report);
return(text);
}
private static void ConditionReport(string SellerID, string LimitedSet, string newFileName)
{
try
{
//login to server
Session session = new Session();
session.Start("https://be11147937.ea.elliemae.net$be11147937", "sdkreport", "CqR3Fdt3LTKwVKCr");
using (session)
{
//build loan query
DateFieldCriterion tpoSubmitted = new DateFieldCriterion();
tpoSubmitted.FieldName = "Fields.TPO.X90";
tpoSubmitted.Value = DateFieldCriterion.NonEmptyDate;
tpoSubmitted.MatchType = OrdinalFieldMatchType.Equals;
tpoSubmitted.Precision = DateFieldMatchPrecision.Exact;
StringFieldCriterion sellerID = new StringFieldCriterion();
sellerID.FieldName = "Fields.TPO.X15";
sellerID.Value = SellerID;
sellerID.MatchType = StringFieldMatchType.Exact;
if (SellerID.ToUpper().Equals("ALL"))
{
sellerID.Value = "";
sellerID.Include = false;
}
else { sellerID.Include = true; }
NumericFieldCriterion allCondCount = new NumericFieldCriterion();
allCondCount.FieldName = "Fields.UWC.ALLCOUNT";
allCondCount.Value = 0;
allCondCount.MatchType = OrdinalFieldMatchType.GreaterThan;
StringFieldCriterion msPurchaseAC = new StringFieldCriterion();
msPurchaseAC.FieldName = "Fields.Log.MS.Status.Purchase - AC";
msPurchaseAC.Value = "Achieved";
msPurchaseAC.MatchType = StringFieldMatchType.Contains;
msPurchaseAC.Include = false;
StringFieldCriterion loanFolder = new StringFieldCriterion();
loanFolder.FieldName = "Loan.LoanFolder";
loanFolder.Value = "Corr. Active";
loanFolder.MatchType = StringFieldMatchType.Exact;
loanFolder.Include = true;
QueryCriterion query = loanFolder.And(sellerID.And(allCondCount.And(tpoSubmitted.And(msPurchaseAC))));
//get loans
LoanIdentityList ids = session.Loans.Query(query);
Console.WriteLine("Found " + ids.Count + " loans");
if (ids.Count > 0)
{
//Found Loans build Excel file
FileInfo newFile = new FileInfo(@"output\" + newFileName);
if (newFile.Exists)
{
newFile.Delete();
newFile = new FileInfo(@"output\"+newFileName);
}
using (ExcelPackage package = new ExcelPackage(newFile))
{
//add a new worksheet
ExcelWorksheet worksheet = package.Workbook.Worksheets.Add("Conditions");
//write header row
worksheet.Cells["A1"].Value = "Seller Name";
worksheet.Cells["B1"].Value = "Seller Loan Num";
worksheet.Cells["C1"].Value = "DH Loan Num";
worksheet.Cells["D1"].Value = "Borrower Name";
worksheet.Cells["E1"].Value = "Property State";
worksheet.Cells["F1"].Value = "Loan Purpose";
worksheet.Cells["G1"].Value = "Occupancy";
worksheet.Cells["H1"].Value = "Last Finished Milestone";
worksheet.Cells["I1"].Value = "Last Finished Milestone Date";
worksheet.Cells["J1"].Value = "Date Condition Added";
worksheet.Cells["K1"].Value = "Condition Status";
worksheet.Cells["L1"].Value = "Condition Type";
worksheet.Cells["M1"].Value = "Condition Title";
worksheet.Cells["N1"].Value = "Condition Details";
worksheet.Cells["O1"].Value = "Added By";
worksheet.Cells["P1"].Value = "For Intenal Use";
worksheet.Cells["Q1"].Value = "For External Use";
int row = 2;
foreach (LoanIdentity id in ids)
{
Loan loan = session.Loans.Open(id.Guid);
LogUnderwritingConditions conds = loan.Log.UnderwritingConditions;
//we only want the report to contain loans with conditions
if (conds.Count > 0)
{
var ClosedList = new List<ConditionStatus> { (ConditionStatus)7, (ConditionStatus)8, (ConditionStatus)12 };
Console.WriteLine("Found " + conds.Count + " total conditions in Loan: " + loan.LoanNumber);
if (LimitedSet.ToUpper().Equals("LIMITED"))
{
Console.WriteLine("Only Pulling Open Conditions");
}
foreach (UnderwritingCondition cond in conds)
{
if (LimitedSet.ToUpper().Equals("ALL") || (!LimitedSet.ToUpper().Equals("ALL") && !ClosedList.Contains(cond.Status)))
{
//fill in row details here
worksheet.Cells[row, 1].Value = loan.Fields["TPO.X14"];
worksheet.Cells[row, 2].Value = loan.Fields["CX.DH.SELLERLOANNUM"];
worksheet.Cells[row, 3].Value = loan.Fields["364"];
worksheet.Cells[row, 4].Value = loan.Fields["4002"] + ", " + loan.Fields["4000"];
worksheet.Cells[row, 5].Value = loan.Fields["14"];
worksheet.Cells[row, 6].Value = loan.Fields["19"];
worksheet.Cells[row, 7].Value = loan.Fields["1811"];
worksheet.Cells[row, 8].Value = loan.Fields["LOG.MS.LASTCOMPLETED"];
worksheet.Cells[row, 9].Value = loan.Fields["MS.STATUSDATE"].ToDate().Date;
worksheet.Cells[row, 10].Value = cond.DateAdded.Date;
worksheet.Cells[row, 11].Value = cond.Status.ToString();
worksheet.Cells[row, 12].Value = cond.PriorTo.ToString();
worksheet.Cells[row, 13].Value = cond.Title.ToString();
worksheet.Cells[row, 14].Value = cond.Description.ToString().Replace("\"", "'");
worksheet.Cells[row, 15].Value = cond.AddedBy.ToString();
worksheet.Cells[row, 16].Value = cond.ForInternalUse.ToString();
worksheet.Cells[row, 17].Value = cond.ForExternalUse.ToString();
row++;
}
}
row++;
}
}
//format range as table
var range = worksheet.Cells[1, 1, row - 2, 17];
var xltable = worksheet.Tables.Add(range, null);
xltable.TableStyle = TableStyles.Medium14;
//finish up worksheet
worksheet.Cells.AutoFitColumns(0);
worksheet.Column(9).Style.Numberformat.Format = "m/d/yyyy";
worksheet.Column(10).Style.Numberformat.Format = "m/d/yyyy";
worksheet.Column(14).Style.WrapText = true;
worksheet.PrinterSettings.RepeatRows = worksheet.Cells["1:1"];
worksheet.View.PageLayoutView = false;
worksheet.View.PageLayoutView = false;
//finish up package
package.Save();
}
}
}
}
catch (Exception ex)
{
Console.WriteLine("Unknown Error:");
Console.WriteLine("\r\n\r\n{0}", ex);
}
} // End ConditionReport
private String startApplication()
{
log.Info("Program running...");
String text = "";
//Investor Lock Date
DateFieldCriterion invLockEmpty = new DateFieldCriterion();
invLockEmpty.FieldName = "Fields.2220";
invLockEmpty.Value = DateFieldCriterion.EmptyDate;
invLockEmpty.MatchType = OrdinalFieldMatchType.Equals;
//non empty CTC date
DateFieldCriterion ctcNonEmpty = new DateFieldCriterion();
ctcNonEmpty.FieldName = "Fields.Log.MS.Date.Clear to Close";
ctcNonEmpty.Value = DateFieldCriterion.NonEmptyDate;
ctcNonEmpty.MatchType = OrdinalFieldMatchType.Equals;
//empty funding date
DateFieldCriterion fundDateEmpty = new DateFieldCriterion();
fundDateEmpty.FieldName = "Fields.Log.MS.Date.Funding";
fundDateEmpty.Value = DateFieldCriterion.EmptyDate;
fundDateEmpty.MatchType = OrdinalFieldMatchType.Equals;
//or
DateFieldCriterion fundDateNotEmpty = new DateFieldCriterion();
fundDateNotEmpty.FieldName = "Fields.Log.MS.Date.Funding";
fundDateNotEmpty.Value = DateFieldCriterion.NonEmptyDate;
fundDateNotEmpty.MatchType = OrdinalFieldMatchType.Equals;
StringFieldCriterion folderCri = new StringFieldCriterion();
folderCri.FieldName = "Loan.LoanFolder";
folderCri.Value = "My Pipeline";
folderCri.MatchType = StringFieldMatchType.Exact;
DateFieldCriterion purchDateEmpty = new DateFieldCriterion();
purchDateEmpty.FieldName = "Fields.Log.MS.Date.Purchased";
purchDateEmpty.Value = DateFieldCriterion.EmptyDate;
purchDateEmpty.MatchType = OrdinalFieldMatchType.Equals;
QueryCriterion fullQuery = folderCri.And((ctcNonEmpty.And(fundDateEmpty)));
StringList fields = new StringList();
Row row = new Row();
row.setHeader(true);
row.add("Investor");
fields.Add("Fields.2825");
row.add("Inv #");
fields.Add("Fields.2826");
row.add("Loan #");
fields.Add("Fields.364");
row.add("Borrower Name");
fields.Add("Fields.4002");
fields.Add("Fields.4000");
row.add("Address");
fields.Add("Fields.11");
row.add("Rate");
fields.Add("Fields.3");
row.add("Loan Amount");
fields.Add("Fields.1109");
row.add("Milestone");
fields.Add("Fields.Log.MS.CurrentMilestone");
row.add("Date Started");
fields.Add("Fields.Log.MS.Date.Started");
row.add("Base YSP");
fields.Add("Fields.2232");
row.add("Total Adj");
fields.Add("Fields.2273");
row.add("Net YSP");
fields.Add("Fields.2274");
row.add("Net SRP");
fields.Add("Fields.2276");
row.add("Total Rebate");
row.add("Locked");
fields.Add("Fields.2400");
row.add("Victoria Lock Date");
fields.Add("Fields.761");
fields.Add("Fields.2149");
row.add("Inv Lock Date");
fields.Add("Fields.2220");
row.add("Inv Lock Exp");
fields.Add("Fields.2222");
row.add("P/S/I");
fields.Add("Fields.1811");
row.add("Purpose");
fields.Add("Fields.19");
row.add("Processor");
fields.Add("Fields.362");
row.add("Loan Officer");
fields.Add("Fields.317");
report.Add(row);
SortCriterionList sortOrder = new SortCriterionList();
sortOrder.Add(new SortCriterion("Fields.Log.MS.CurrentMilestone", SortOrder.Descending));
sortOrder.Add(new SortCriterion("Fields.2149", SortOrder.Ascending));
LoanReportCursor results = Program.mySession.getSession().Reports.OpenReportCursor(fields, fullQuery, sortOrder);
Console.Out.WriteLine(results.ToString());
int count = results.Count;
log.Info("Total Files" + ": " + count);
text += "Total Files CTC, Not Funded: <b>" + count + "</b><br/><br/>";
//iterate through query and format
foreach (LoanReportData data in results)
{
Row line = new Row();
line.add(data["Fields.2825"].ToString());
line.add(data["Fields.2826"].ToString());
line.add(data["Fields.364"].ToString());
line.add((data["Fields.4002"].ToString() + " " + data["Fields.4000"].ToString()).ToUpper());
line.add(data["Fields.11"].ToString().ToUpper());
line.add(Convert.ToDouble(data["Fields.3"]).ToString("F3"));
line.add(Convert.ToInt32(data["Fields.1109"]).ToString("C"));
line.add(data["Fields.Log.MS.CurrentMilestone"].ToString());
line.add(Convert.ToDateTime(data["Fields.Log.MS.Date.Started"]).ToShortDateString());
line.add(Utility.toPercent(data["Fields.2232"]));
line.add(Utility.toPercent(data["Fields.2273"]));
line.add(Utility.toPercent(data["Fields.2274"]));
line.add(Utility.toPercent(data["Fields.2276"]));
line.add((Convert.ToDouble(data["Fields.2274"]) + Convert.ToDouble(data["Fields.2276"])).ToString("F3"));
line.add(data["Fields.2400"].ToString());
line.add(Utility.toShortDate(data["Fields.2149"]));
line.add(Utility.toShortDate(data["Fields.2220"]));
line.add(Utility.toShortDate(data["Fields.2222"]));
//occupancy
line.add(data["Fields.1811"].ToString().Substring(0, 1));
String purpose = data["Fields.19"].ToString();
if (purpose.Equals("Cash-Out Refinance"))
{
line.add("C/O Refi");
}
else if (purpose.Equals("NoCash-Out Refinance"))
{
line.add("No C/O Refi");
}
else if (purpose.Equals("Purchase"))
{
line.add("Purch");
}
else
{
line.add(purpose);
}
line.add(data["Fields.362"].ToString());
line.add(data["Fields.317"].ToString());
report.Add(line);
Console.Out.Write("."); //status bar
}
Console.Out.WriteLine("");
results.Close();
text += formatReport(report);
return(text);
}
private String startApplication()
{
log.Info("Program running...");
String text = "";
DateFieldCriterion cri = new DateFieldCriterion();
cri.FieldName = "Fields.Log.MS.Date.Clear to Close";
cri.Value = DateFieldCriterion.EmptyDate;
cri.MatchType = OrdinalFieldMatchType.Equals;
DateFieldCriterion cri2 = new DateFieldCriterion();
cri2.FieldName = "Fields.Log.MS.Date.Started";
cri2.Value = DateTime.Today.AddDays(-60); //last 60 days
cri2.MatchType = OrdinalFieldMatchType.GreaterThanOrEquals;
StringFieldCriterion folderCri = new StringFieldCriterion();
folderCri.FieldName = "Loan.LoanFolder";
folderCri.Value = "My Pipeline";
folderCri.MatchType = StringFieldMatchType.Exact;
QueryCriterion fullQuery = folderCri.And(cri.And(cri2));
StringList fields = new StringList();
Row row = new Row();
row.setHeader(true);
row.add("Milestone");
fields.Add("Fields.Log.MS.CurrentMilestone");
row.add("Date Started");
fields.Add("Fields.Log.MS.Date.Started");
row.add("Date Submitted");
fields.Add("Fields.Log.MS.Date.Submittal");
row.add("Loan #");
fields.Add("Fields.364");
row.add("Borrower Name");
fields.Add("Fields.4002");
fields.Add("Fields.4000");
row.add("Address");
fields.Add("Fields.11");
row.add("Loan Amount");
fields.Add("Fields.1109");
row.add("Purpose");
fields.Add("Fields.19");
row.add("Term");
fields.Add("Fields.4");
row.add("Rate");
fields.Add("Fields.3");
row.add("Locked Date");
fields.Add("Fields.761");
row.add("Processor");
fields.Add("Fields.362");
row.add("Loan Officer");
fields.Add("Fields.317");
report.Add(row);
SortCriterionList sortOrder = new SortCriterionList();
sortOrder.Add(new SortCriterion("Fields.Log.MS.Date.Started", SortOrder.Ascending));
LoanReportCursor results = Program.mySession.getSession().Reports.OpenReportCursor(fields, fullQuery, sortOrder);
Console.Out.WriteLine(results.ToString());
int count = results.Count;
log.Info("Total Files Not CTC " + ": " + count);
text += "Total Files Not CTC last 60 days: <b>" + count + "</b><br/><br/>";
//iterate through query and format
foreach (LoanReportData data in results)
{
Row line = new Row();
line.add(data["Fields.Log.MS.CurrentMilestone"].ToString());
line.add(Convert.ToDateTime(data["Fields.Log.MS.Date.Started"]).ToShortDateString());
line.add(Utility.toShortDate(data["Fields.Log.MS.Date.Submittal"]));
line.add(data["Fields.364"].ToString());
line.add(data["Fields.4002"].ToString().ToUpper() + ", " + data["Fields.4000"].ToString().ToUpper());
line.add(data["Fields.11"].ToString().ToUpper());
line.add(Convert.ToInt32(data["Fields.1109"]).ToString("C"));
line.add(data["Fields.19"].ToString());
line.add(Convert.ToInt32(data["Fields.4"]).ToString());
line.add(Convert.ToDouble(data["Fields.3"]).ToString("F3"));
line.add(Utility.toShortDate(data["Fields.761"]));
line.add(data["Fields.362"].ToString());
line.add(data["Fields.317"].ToString());
report.Add(line);
Console.Out.Write("."); //status bar
}
Console.Out.WriteLine("");
results.Close();
text += formatReport(report);
return(text);
}
private String startApplication()
{
log.Info("Program running...");
String text = "";
DateFieldCriterion cri = new DateFieldCriterion();
cri.FieldName = "Fields.Log.MS.Date.Clear to Close";
cri.Value = DateFieldCriterion.EmptyDate;
cri.MatchType = OrdinalFieldMatchType.Equals;
DateFieldCriterion cri2 = new DateFieldCriterion();
cri2.FieldName = "Fields.Log.MS.Date.Started";
cri2.Value = DateTime.Today.AddDays(-1 * days); //last num days
cri2.MatchType = OrdinalFieldMatchType.GreaterThanOrEquals;
StringFieldCriterion folderCri = new StringFieldCriterion();
folderCri.FieldName = "Loan.LoanFolder";
folderCri.Value = "My Pipeline";
folderCri.MatchType = StringFieldMatchType.Exact;
QueryCriterion fullQuery = folderCri.And(cri.And(cri2));
StringList fields = new StringList();
Row header = new Row();
header.setHeader(true);
header.add("Milestone");
fields.Add("Fields.Log.MS.CurrentMilestone");
header.add("Date Started");
fields.Add("Fields.Log.MS.Date.Started");
header.add("Date Submitted");
fields.Add("Fields.Log.MS.Date.Submittal");
header.add("Loan #");
fields.Add("Fields.364");
header.add("Borrower Name");
fields.Add("Fields.4002");
fields.Add("Fields.4000");
header.add("Address");
fields.Add("Fields.11");
header.add("Loan Amount");
fields.Add("Fields.1109");
header.add("Purpose");
fields.Add("Fields.19");
header.add("Term");
fields.Add("Fields.4");
header.add("Rate");
fields.Add("Fields.3");
header.add("Locked Date");
fields.Add("Fields.761");
header.add("Processor");
fields.Add("Fields.362");
header.add("Loan Officer");
fields.Add("Fields.317");
header.add("Milestone Notes");
fields.Add("Fields.Log.MS.Stage");
fields.Add("Fields.Log.MS.Comments.Approval");
fields.Add("Fields.Log.MS.Comments.Clear to Close");
fields.Add("Fields.Log.MS.Comments.Completion");
fields.Add("Fields.Log.MS.Comments.Cond Approval");
fields.Add("Fields.Log.MS.Comments.Docs Drawn");
fields.Add("Fields.Log.MS.Comments.Docs Signing");
fields.Add("Fields.Log.MS.Comments.Funding");
fields.Add("Fields.Log.MS.Comments.Processing");
fields.Add("Fields.Log.MS.Comments.Purchased");
fields.Add("Fields.Log.MS.Comments.Ready for Docs");
fields.Add("Fields.Log.MS.Comments.Resubmittal");
fields.Add("Fields.Log.MS.Comments.Sent to Title");
fields.Add("Fields.Log.MS.Comments.Shipping");
fields.Add("Fields.Log.MS.Comments.Started");
fields.Add("Fields.Log.MS.Comments.Submittal");
report.Add(header);
SortCriterionList sortOrder = new SortCriterionList();
sortOrder.Add(new SortCriterion("Fields.362", SortOrder.Ascending));
sortOrder.Add(new SortCriterion("Fields.Log.MS.Date.Started", SortOrder.Descending));
LoanReportCursor results = Program.mySession.getSession().Reports.OpenReportCursor(fields, fullQuery, sortOrder);
//Console.Out.WriteLine(results.ToString());
int count = results.Count;
log.Info("Total Files" + ": " + count);
text += "Total Files:<b>" + count + "</b> active last " + days + " days<br/><br/>";
String currProcessor = "";//"null" string
count = 0;
//iterate through query and format
foreach (LoanReportData data in results)
{
if (!currProcessor.Equals(data["Fields.362"].ToString()))
{
Row subheader = new Row();
subheader.setHeader(true);
subheader.add("Processor: ");
subheader.add(currProcessor);
subheader.add("Count: " + count);
report.Add(subheader);
text += formatReport(report);
text += "<br/><br/>";
// reset
count = 0;
report.Clear();
currProcessor = data["Fields.362"].ToString();
report.Add(header);
}
count++;
Row line = new Row();
line.add(data["Fields.Log.MS.CurrentMilestone"].ToString());
line.add(Convert.ToDateTime(data["Fields.Log.MS.Date.Started"]).ToShortDateString());
if (Math.Ceiling(DateTime.Now.Subtract(Convert.ToDateTime(data["Fields.Log.MS.Date.Started"])).TotalDays) > 60)
{
line.setWarn(true);
}
line.add(Utility.toShortDate(data["Fields.Log.MS.Date.Submittal"]));
line.add(data["Fields.364"].ToString());
line.add(data["Fields.4002"].ToString().ToUpper() + ", " + data["Fields.4000"].ToString().ToUpper());
line.add(data["Fields.11"].ToString().ToUpper());
line.add(Convert.ToInt32(data["Fields.1109"]).ToString("C"));
line.add(data["Fields.19"].ToString());
line.add(Convert.ToInt32(data["Fields.4"]).ToString());
line.add(Convert.ToDouble(data["Fields.3"]).ToString("F3"));
line.add(Utility.toShortDate(data["Fields.761"]));
line.add(data["Fields.362"].ToString());
line.add(data["Fields.317"].ToString());
//milestone comments
string nextMilestone = data["Fields.Log.MS.Stage"].ToString();
//string notes = "";
StringList log = new StringList();
log.Add(data["Fields.Log.MS.Comments.Started"].ToString());
log.Add(data["Fields.Log.MS.Comments.Processing"].ToString());
log.Add(data["Fields.Log.MS.Comments.Submittal"].ToString());
log.Add(data["Fields.Log.MS.Comments.Cond Approval"].ToString());
log.Add(data["Fields.Log.MS.Comments.Resubmittal"].ToString());
log.Add(data["Fields.Log.MS.Comments.Clear to Close"].ToString());
log.Add(data["Fields.Log.MS.Comments.Ready for Docs"].ToString());
log.Add(data["Fields.Log.MS.Comments.Docs Drawn"].ToString());
log.Add(data["Fields.Log.MS.Comments.Docs Signing"].ToString());
log.Add(data["Fields.Log.MS.Comments.Funding"].ToString());
log.Add(data["Fields.Log.MS.Comments.Purchased"].ToString());
log.Add(data["Fields.Log.MS.Comments.Shipping"].ToString());
log.Add(data["Fields.Log.MS.Comments.Completion"].ToString());
String notes = "";
foreach (string l in log)
{
if (l.Trim().Length != 0)
{
using (StringReader reader = new StringReader(l.ToString()))
{
string li = "";
while ((li = reader.ReadLine()) != null)
{
notes += li.Trim() + "<br/>";
}
}
}
}
line.add(notes);
if (Program.debug)
{
line.add(data.Guid);
}
report.Add(line);
Console.Out.Write("."); //status bar
}
Console.Out.WriteLine("");
results.Close();
//text += formatReport(report);
return(text);
}
private String startApplication()
{
log.Info("Program running...");
String text = "";
DateFieldCriterion cri = new DateFieldCriterion();
cri.FieldName = "Fields.Log.MS.Date.Funding";
cri.Value = DateTime.Now;
cri.Precision = DateFieldMatchPrecision.Day;
QueryCriterion fullQuery = cri;
StringList fields = new StringList();
fields.Add("Fields.VEND.X263");
fields.Add("Fields.352");
fields.Add("Fields.364");
fields.Add("Fields.37");
fields.Add("Fields.4000");
fields.Add("Fields.1109");
fields.Add("Fields.362");
fields.Add("Fields.317");
LoanReportCursor results = Program.mySession.getSession().Reports.OpenReportCursor(fields, fullQuery);
//LoanIdentityList ids = session.Loans.Query(fullQuery);
int count = results.Count;
log.Info("Total Files Funded " + cri.Value.ToShortDateString() + ": " + count);
text += "Total Files Funded on " + cri.Value.ToShortDateString() + ": <b>" + count + "</b><br/><br/>";
//headers
Row row = new Row();
row.setHeader(true);
row.add("Investor");
row.add("Inv #");
row.add("Loan #");
row.add("Borrower Name");
row.add("Loan Amount");
row.add("Processor");
row.add("Loan Officer");
report.Add(row);
foreach (LoanReportData data in results)
{
Row line = new Row();
line.add(data["Fields.VEND.X263"].ToString());
line.add(data["Fields.352"].ToString());
line.add(data["Fields.364"].ToString());
line.add(data["Fields.37"].ToString().ToUpper() + ", " + data["Fields.4000"].ToString().ToUpper());
line.add(Convert.ToInt32(data["Fields.1109"]).ToString("C"));
line.add(data["Fields.362"].ToString());
line.add(data["Fields.317"].ToString());
report.Add(line);
Console.Out.Write("."); //status bar
}
Console.Out.WriteLine("");
results.Close();
text += formatReport(report);
return(text);
}
