/// <summary>
/// Restores the tracked document if not already active.
/// </summary>
internal void RestoreTrackedDocument()
{
if (TrackedDocument != null && Package.ActiveDocument != TrackedDocument)
{
TrackedDocument.Activate();
}
}
private void cdlLetter()
{
string fileName = "Cond'l Approval Letter.pdf";
string attachmentFile = ToPdf("_capprovalLetter.docx");
EllieMae.Encompass.BusinessObjects.Loans.Attachment att = EncompassApplication.CurrentLoan.Attachments.AddImage(attachmentFile);
LogEntryList lst = EncompassApplication.CurrentLoan.Log.TrackedDocuments.GetDocumentsByTitle("* Approval Letter");
if (lst.Count == 0)
{
EncompassApplication.CurrentLoan.Log.TrackedDocuments.Add("* Approval Letter", "Approval");
att.Title = "Cond'l Approval Letter " + DateTime.Now.ToShortDateString();
lst = EncompassApplication.CurrentLoan.Log.TrackedDocuments.GetDocumentsByTitle("* Approval Letter");
TrackedDocument appLetter = (TrackedDocument)lst[0];
appLetter.Attach(att);
}
if (lst.Count > 0)
{
TrackedDocument appLetter = (TrackedDocument)lst[0];
att.Title = "Cond'l Approval Letter " + DateTime.Now.ToShortDateString();
appLetter.Attach(att);
}
SendMail(EncompassApplication.Session.Users.GetUser(EncompassApplication.CurrentLoan.LoanProcessorID).Email.ToString(), "Congratulations! The loan for " + EncompassApplication.CurrentLoan.Fields["4000"].FormattedValue.ToString() + " " + EncompassApplication.CurrentLoan.Fields["4002"].FormattedValue.ToString() + " has been conditionally approved!", attachmentFile, fileName, cdlAppBody());
SendMail(EncompassApplication.Session.Users.GetUser(EncompassApplication.CurrentLoan.LoanOfficerID).Email.ToString(), "Congratulations! The loan for " + EncompassApplication.CurrentLoan.Fields["4000"].FormattedValue.ToString() + " " + EncompassApplication.CurrentLoan.Fields["4002"].FormattedValue.ToString() + " has been conditionally approved!", attachmentFile, fileName, cdlAppBody());
SendMail(EncompassApplication.Session.Users.GetUser(EncompassApplication.CurrentLoan.Session.UserID).Email.ToString(), "Congratulations! The loan for " + EncompassApplication.CurrentLoan.Fields["4000"].FormattedValue.ToString() + " " + EncompassApplication.CurrentLoan.Fields["4002"].FormattedValue.ToString() + " has been conditionally approved!", attachmentFile, fileName, cdlAppBody());
SendMail("*****@*****.**", "Congratulations! The loan for " + EncompassApplication.CurrentLoan.Fields["4000"].FormattedValue.ToString() + " " + EncompassApplication.CurrentLoan.Fields["4002"].FormattedValue.ToString() + " has been conditionally approved!", attachmentFile, fileName, cdlAppBody());
}
public static TrackedDocument GetTrackedDocument(Loan oLoan, string oDocmentTitle, string oLoanMilestone)
{
TrackedDocument oTrackedDocument = null;
if (oLoan == null)
{
return(oTrackedDocument);
}
try
{
LogEntryList oTrackedDocuments = oLoan.Log.TrackedDocuments.GetDocumentsByTitle(oDocmentTitle);
if (oTrackedDocuments != null && oTrackedDocuments.Count > 0)
{
oTrackedDocument = (TrackedDocument)oTrackedDocuments[0];
}
else
{
oTrackedDocument = oLoan.Log.TrackedDocuments.Add(oDocmentTitle, oLoanMilestone);
}
}
catch (Exception Ex)
{
Macro.Alert(String.Format("Error: Get Tracked Document Folder: {0}", Ex.Message));
}
return(oTrackedDocument);
}
private void TSUMPrintBtn_Click(object sender, EventArgs e)
{
File.WriteAllBytes("1008tsum.pdf", Resources.Stripped1008___TSUM_P1);
File.WriteAllBytes("1008tsum.xml", Resources.Stripped1008___TSUM_P1_pdf);
GeneratePDFForm PdfForm = new GeneratePDFForm();
string attachmentFile = PdfForm.GeneratePdfForm(EncompassApplication.CurrentLoan, "1008tsum.pdf", "1008tsum.xml", "_1008___TSUM_P1CLASS");
EllieMae.Encompass.BusinessObjects.Loans.Attachment att = EncompassApplication.CurrentLoan.Attachments.AddImage(attachmentFile);
LogEntryList lst = EncompassApplication.CurrentLoan.Log.TrackedDocuments.GetDocumentsByTitle("1008 Completed By U/W");
if (lst.Count == 0)
{
EncompassApplication.CurrentLoan.Log.TrackedDocuments.Add("1008 Completed By U/W", "Approval");
att.Title = "1008 Transmital Summary " + DateTime.Now.ToShortDateString();
lst = EncompassApplication.CurrentLoan.Log.TrackedDocuments.GetDocumentsByTitle("1008 Completed By U/W");
TrackedDocument appLetter = (TrackedDocument)lst[0];
appLetter.Attach(att);
}
if (lst.Count > 0)
{
TrackedDocument appLetter = (TrackedDocument)lst[0];
att.Title = "1008 Transmital Summary " + DateTime.Now.ToShortDateString();
appLetter.Attach(att);
}
}
/// <summary>
/// Restores the tracked document if not already active.
/// </summary>
private void RestoreTrackedDocument()
{
if (TrackedDocument != null && Package.IDE.ActiveDocument != TrackedDocument)
{
TrackedDocument.Activate();
}
}
public static void AddAttachment(byte[] file, string title, string fileExtension, string name, Loan ln)
{
try
{
EllieMae.Encompass.BusinessObjects.DataObject dataObject = new EllieMae.Encompass.BusinessObjects.DataObject(file);
// Create a new attachment by importing it from a TIFF document on disk
Attachment att = ln.Attachments.AddObject(dataObject, fileExtension);
att.Title = name;
LogEntryList documents = ln.Log.TrackedDocuments.GetDocumentsByTitle(title);
if (documents.Count == 0)
{
//Creating title
ln.Log.TrackedDocuments.Add(title, ln.Log.MilestoneEvents.NextEvent.MilestoneName);
documents = ln.Log.TrackedDocuments.GetDocumentsByTitle(title);
}
// Create a new attachment by importing it from disk
TrackedDocument document = (TrackedDocument)documents[0];
document.Attach(att);
}
catch (Exception ex)
{
throw new Exception(string.Format("Exception occurred in [DataService][AddAttachment] {0}", ex.Message));
}
}
public override void LogEntryChanged(object sender, LogEntryEventArgs e)
{
int[] array = new int[] { 1, 2, 3, 4, 5 };
int lowest = array.Min(x => x);
if (e.LogEntry.EntryType == LogEntryType.TrackedDocument)
{
TrackedDocument doc = (TrackedDocument)e.LogEntry;
if (doc.Title.Equals("Closing Disclosure") || doc.Title.Equals("Closing Disclosure (Alternate)"))
{
doc.ShippingReadyDate = DateTime.Now;
}
}
}
private void removeOldApprovalLetters()
{
TrackedDocument junkDocs = getBucket("* Junk Folder");
//go through all the buckets and get the approval letters bucket and get all attachments then remove them
foreach (TrackedDocument doc in EncompassApplication.CurrentLoan.Log.TrackedDocuments)
{
if (doc.Title.Equals("* Approval Letter"))
{
TrackedDocument approvalDocs = doc;
foreach (EllieMae.Encompass.BusinessObjects.Loans.Attachment appAtt in approvalDocs.GetAttachments())
{
doc.Detach(appAtt);
junkDocs.Attach(appAtt);
}
}
}
}
private bool MapDocumentToEfolder(Loan loan, BlendDocReturned document, TrackedDocument eFolder)
{
string docId = document.Id;
try
{
var url = WcmSettings.GetDocumentFromBlendUri;
GetDocumentResponse docResponse = BlendUtility.GetDocumentFromBlendPortal(docId, url);
var data = new EllieMae.Encompass.BusinessObjects.DataObject(docResponse.DocumentData);
EllieMae.Encompass.BusinessObjects.Loans.Attachment attachment = loan.Attachments.AddObject(data, ".pdf");
attachment.Title = $"{document.Name}";
eFolder.Attach(attachment);
// once attached go update the export status
var uri = WcmSettings.UpdateDocExportStatusBlendUri;
var updateRequest = new UpdateDocumentExportStatusRequest()
{
BlendDocumentId = docId,
UtcDocumentExportTime = DateTime.UtcNow.ToShortDateString()
};
var requestTest = Newtonsoft.Json.JsonConvert.SerializeObject(updateRequest);
var updateResponse = BlendUtility.PostDocumentExportStatusUpdate(updateRequest, uri);
}
catch (Exception ex)
{
Macro.Alert($"Error mapping {document.Name} to eFolder. Please submit a Help Desk Ticket." + Environment.NewLine + $"Error Message: {ex.Message}");
return(false);
}
return(true);
}
private bool DownloadAndMapBlendApplicationDocuments(Loan loan)
{
TrackedDocument eFolder = null;
string blendLoanId = loan.Fields["CX.BLEND.LOANID"].ToString();
List <BlendDocReturned> eFolderDocuments = new List <BlendDocReturned>();
string url = WcmSettings.GetAllPortalDocumentsUri;
GetAllPortalDocumentsResponse getAllDocsResponse = BlendUtility.GetAllBlendPortalDocuments(blendLoanId, url);
var responseTest = Newtonsoft.Json.JsonConvert.SerializeObject(getAllDocsResponse);
try
{
foreach (var doc in getAllDocsResponse.Documents)
{
var docType = doc.Type;
switch (docType)
{
case "CREDIT_REPORT":
eFolder = loan.Log.TrackedDocuments.Add("Credit Report", "Started");
var creditReportMapped = MapDocumentToEfolder(loan, doc, eFolder);
if (creditReportMapped)
{
DeleteAttachmentFromFileManager(loan, doc);
}
break;
case "BLEND_INCOME_VERIFICATION":
//case "VERIFICATION_OF_INCOME":
eFolder = loan.Log.TrackedDocuments.Add("Income - Written VOE", "Started");
var voiMapped = MapDocumentToEfolder(loan, doc, eFolder);
if (voiMapped)
{
DeleteAttachmentFromFileManager(loan, doc);
}
break;
case "PAY_STUB":
case "IRSW2":
eFolder = loan.Log.TrackedDocuments.Add("Income- Paystubs/W-2s", "Started");
var payMapped = MapDocumentToEfolder(loan, doc, eFolder);
if (payMapped)
{
DeleteAttachmentFromFileManager(loan, doc);
}
break;
case "4506t":
case "4506c":
eFolder = loan.Log.TrackedDocuments.Add("Income-4506C", "Started");
var taxReturnMapped = MapDocumentToEfolder(loan, doc, eFolder);
if (taxReturnMapped)
{
DeleteAttachmentFromFileManager(loan, doc);
}
break;
case "IRS1040":
eFolder = loan.Log.TrackedDocuments.Add("Income- Pers Tax Returns w/Scheds", "Started");
var irsMapped = MapDocumentToEfolder(loan, doc, eFolder);
if (irsMapped)
{
DeleteAttachmentFromFileManager(loan, doc);
}
break;
case "PRE_APPROVAL_LETTER":
case "PRE_QUALIFICATION_LETTER":
eFolder = loan.Log.TrackedDocuments.Add("Preapproval - Blend", "Started");
if (MapDocumentToEfolder(loan, doc, eFolder))
{
DeleteAttachmentFromFileManager(loan, doc);
loan.Fields["CX.BLEND.PREAPP.SENT"].Value = "Y";
}
break;
case "GENERATED_ASSET_STATEMENT":
var assetPlaceholder = loan.Log.TrackedDocuments.GetDocumentsByTitle("Asset - Bank Statements - Chk/Svgs");
if (assetPlaceholder.Count > 0)
{
foreach (TrackedDocument assetDoc in assetPlaceholder)
{
eFolder = assetDoc;
break;
}
}
else
{
eFolder = loan.Log.TrackedDocuments.Add("Asset - Bank Statements - Chk/Svgs", "Started");
}
var assetsMapped = MapDocumentToEfolder(loan, doc, eFolder);
if (assetsMapped)
{
DeleteAttachmentFromFileManager(loan, doc);
}
break;
default:
break;
}
}
}
catch (Exception e)
{
Macro.Alert($"Error mapping Blend Documents to the eFolder. Please submit a helpdesk Ticket." + Environment.NewLine + $"Error Message: {e.Message}");
return(false);
}
//once mapped set the date field
loan.Fields["CX.BLEND.APP.DOCS.IMPORTED"].Value = DateTime.Now;
return(true);
}
protected void On_RetrieveAndTrackInvoice(string oLenderCID, string oOrderID)
{
oAFN2IRSection = AFN2IRHelper.ReadAppConfig();
if (oAFN2IRSection == null)
{
Macro.Alert("Error: AFN2IRAppConfig is missing or corrupted");
return;
}
var oType = oAFN2IRSection.AFNRequest.Endpoint;
IRServiceEndpoint oEndPoint = (oAFN2IRSection.IRServiceEndpoints.IRServiceEndpoint).Find(ep => ep.Type == oType);
RestClient oRestClient = new RestClient(oEndPoint.Url);
RestRequest oRestRequest = new RestRequest(Method.POST);
oRestRequest.AddHeader("cache-control", "no-cache");
oRestRequest.AddHeader("content-type", "text/xml");
string oXML = IR_RequestGroup.ToXML(oAFN2IRSection, oEndPoint.InternalAID, oEndPoint.UID, oEndPoint.PwD, oLenderCID, oOrderID);
oRestRequest.AddParameter("text/xml", oXML, ParameterType.RequestBody);
Stopwatch oStopWatch = new Stopwatch();
oStopWatch.Start();
oRestClient.ExecuteAsync(oRestRequest, (IRestResponse oIRResp) => {
Loan oLoan = EncompassApplication.CurrentLoan;
oStopWatch.Stop();
if (oIRResp.StatusCode != HttpStatusCode.OK)
{
Macro.Alert(string.Format(oIRResp.ErrorMessage, oIRResp.ErrorException.InnerException));
}
else
{
IR_ResponseGroup oIRResponseGroup = AFN2IRHelper.ConvertXMLToObject <IR_ResponseGroup>(Encoding.UTF8.GetBytes(oIRResp.Content));
IR_Status oIRStatus = oIRResponseGroup.Response.Status;
var oIRStatusPacked = String.Format("{0}:{1}:{2} ms:{3} Bytes:{4}", oIRStatus.Condition.ToLower(),
oIRStatus.Code,
oStopWatch.ElapsedMilliseconds,
oIRResp.ContentLength,
oIRStatus.Description);
//WNW: Pack status into CX.FX.IRRESP.STATUS
// "success:S0010:1354:100747:Complete- Product Delivery"
oLoan.Fields["CX.FX.IRRESPSTATUS"].Value = (object)oIRStatusPacked;
if (oIRStatus.Condition.ToLower().Equals("success") == false)
{
Macro.Alert(string.Format("Condition={0} StatusCode={1}{2}Description={3}", oIRStatus.Condition, oIRStatus.Code, Environment.NewLine, oIRStatus.Description));
oLoan.Fields["CX.FX.IRINVCASEID"].Value = (object)String.Empty;
oLoan.Fields["CX.FX.IRINVORDERID"].Value = (object)String.Empty;
oLoan.Fields["CX.FX.IRINVORDERDT"].Value = (object)String.Empty;
oLoan.Fields["CX.FX.IRINVBILLINGDT"].Value = (object)String.Empty;
oLoan.Fields["CX.FX.IRINVAMNT"].Value = (object)String.Empty;
oLoan.Fields["CX.FX.IRINVRPTNAME"].Value = (object)String.Empty;
}
else
{
try
{
Attachment oLoanAttachment = null;
TrackedDocument oTrackedDocumentFolder = null;
IR_BillingResponse oBillingResponse = oIRResponseGroup.Response.ResponseData.BillingResponse;
string oAttachmentTitle = oAFN2IRSection.AFNResponse.AttachmentPrefix + oOrderID;
string oTrackedDocumentTitle = oAFN2IRSection.AFNResponse.TrackedDocumentTitle;
oLoanAttachment = AFN2IRHelper.NewLoanAttachment(oLoan, oAttachmentTitle, Convert.FromBase64String(oBillingResponse.EmbeddedFile.Document), "PDF");
oTrackedDocumentFolder = AFN2IRHelper.GetTrackedDocument(oLoan, oTrackedDocumentTitle, EncompassApplication.Session.Loans.Milestones.Submittal.Name);
if ((oTrackedDocumentFolder == null) || (oLoanAttachment != null))
{
oTrackedDocumentFolder.Attach(oLoanAttachment);
oLoanAttachment.IsActive = Convert.ToBoolean(oAFN2IRSection.AFNResponse.AttachementActivated);
}
oLoan.Fields["CX.FX.IRRESPSTATUS"].Value = (object)oIRStatusPacked;
oLoan.Fields["CX.FX.IRINVCASEID"].Value = (object)oBillingResponse.LenderCaseIdentifier;
oLoan.Fields["CX.FX.IRINVORDERID"].Value = (object)oBillingResponse.OrderIdentifier;
oLoan.Fields["CX.FX.IRINVORDERDT"].Value = (object)oBillingResponse.OrderedDate;
oLoan.Fields["CX.FX.IRINVBILLINGDT"].Value = (object)oBillingResponse.BilledDate;
oLoan.Fields["CX.FX.IRINVAMNT"].Value = (object)oBillingResponse.BilledAmount;
oLoan.Fields["CX.FX.IRINVRPTNAME"].Value = (object)oBillingResponse.EmbeddedFile.Name;
oLoan.Fields["CX.FX.AFNTRACKEDDOCFOLDER"].Value = (object)oTrackedDocumentFolder.Title;
//Macro.Alert(string.Format("Received: {0}.{1}Now tracked in eFolder: {2}", oLoanAttachment.Title,
// Environment.NewLine,
// oTrackedDocumentFolder.Title));
}
catch (Exception Ex)
{
var oMethodName = System.Reflection.MethodBase.GetCurrentMethod().DeclaringType.Name;
Macro.Alert(string.Format("{0}: Error moving billing report to eFolder: {1}", oMethodName, Ex.Message));
}
}
if (this.fxIRRespHTTPStatus != null)
{
this.fxIRRespHTTPStatus.Refresh();
}
if (fxIRRespBilling != null)
{
this.fxIRRespBilling.Refresh();
}
}
});
}
public List <WCMDisclosure> GetDisclosuresFromTrackedDocument(WCMDisclosurePackage packageSelected, TrackedDocument efolder)
{
var result = new List <WCMDisclosure>();
AttachmentList attachments = efolder.GetAttachments();
foreach (Attachment attachment in attachments)
{
// SP - 03/21 - Doc Conversion Turned on
// attachments are NOT available until after they are fully converted
// while loop below allows us to check if doc is fully converted 20 times
// thread.sleep in between each try let's doc finish converting
int attemptDisclosureCount = 0;
while (attemptDisclosureCount < 10)
{
attemptDisclosureCount++;
try
{
result.Add(PopulateWCMDisclosures(attachment, packageSelected));
break;
}
catch (Exception ex)
{
// SP - aftr trying x times, throw ex
if (attemptDisclosureCount >= 10)
{
throw new WCMException($"Unable to retrieve attachment from efolder " +
$"'{efolder.Title}. '{ex.ToString()}'");
}
Thread.Sleep(5000);
}
}
}
return(result);
}
