private async Task <Opportunity> OpportunityToEntityAsync(OpportunityViewModel viewModel, Opportunity opportunity, string requestId = "")
{
var oppId = viewModel.Id;
try
{
var entity = opportunity;
var entityIsEmpty = true;
if (!String.IsNullOrEmpty(entity.DisplayName))
{
entityIsEmpty = false; // If empty we should not send any notifications since it is just a reference opportunity schema
}
entity.Id = viewModel.Id ?? String.Empty;
entity.DisplayName = viewModel.DisplayName ?? String.Empty;
entity.Reference = viewModel.Reference ?? String.Empty;
entity.Version = viewModel.Version ?? String.Empty;
// DocumentAttachments
if (entity.DocumentAttachments == null)
{
entity.DocumentAttachments = new List <DocumentAttachment>();
}
if (viewModel.DocumentAttachments != null)
{
var newDocumentAttachments = new List <DocumentAttachment>();
foreach (var itm in viewModel.DocumentAttachments)
{
var doc = entity.DocumentAttachments.ToList().Find(x => x.Id == itm.Id);
if (doc == null)
{
doc = DocumentAttachment.Empty;
}
doc.Id = itm.Id;
doc.FileName = itm.FileName ?? String.Empty;
doc.DocumentUri = itm.DocumentUri ?? String.Empty;
doc.Category = Category.Empty;
doc.Category.Id = itm.Category.Id ?? String.Empty;
doc.Category.Name = itm.Category.Name ?? String.Empty;
doc.Tags = itm.Tags ?? String.Empty;
doc.Note = itm.Note ?? String.Empty;
newDocumentAttachments.Add(doc);
}
// TODO: P2 create logic for replace and support for other artifact types for now we replace the whole list
entity.DocumentAttachments = newDocumentAttachments;
}
// Content
if (entity.Content == null)
{
entity.Content = OpportunityContent.Empty;
}
// Checklists
if (entity.Content.Checklists == null)
{
entity.Content.Checklists = new List <Checklist>();
}
if (viewModel.Checklists != null)
{
// List of checklists that status changed thus team members need to be sent with a notification
var statusChangedChecklists = new List <Checklist>();
var updatedList = new List <Checklist>();
// LIST: Content/CheckList/ChecklistTaskList
foreach (var item in viewModel.Checklists)
{
var checklist = Checklist.Empty;
var existinglist = entity.Content.Checklists.ToList().Find(x => x.Id == item.Id);
if (existinglist != null)
{
checklist = existinglist;
}
var addToChangedList = false;
if (checklist.ChecklistStatus.Value != item.ChecklistStatus.Value)
{
addToChangedList = true;
}
checklist.Id = item.Id ?? String.Empty;
checklist.ChecklistStatus = ActionStatus.FromValue(item.ChecklistStatus.Value);
checklist.ChecklistTaskList = new List <ChecklistTask>();
checklist.ChecklistChannel = item.ChecklistChannel ?? String.Empty;
foreach (var subitem in item.ChecklistTaskList)
{
var checklistTask = new ChecklistTask
{
Id = subitem.Id ?? String.Empty,
ChecklistItem = subitem.ChecklistItem ?? String.Empty,
Completed = subitem.Completed,
FileUri = subitem.FileUri ?? String.Empty
};
checklist.ChecklistTaskList.Add(checklistTask);
}
// Add checklist for notifications, notification is sent below during teamMembers iterations
if (addToChangedList)
{
statusChangedChecklists.Add(checklist);
}
updatedList.Add(checklist);
}
// Send notifications for changed checklists
if (statusChangedChecklists.Count > 0 && !entityIsEmpty)
{
try
{
if (statusChangedChecklists.Count > 0)
{
var checkLists = String.Empty;
foreach (var chkItm in statusChangedChecklists)
{
checkLists = checkLists + $"'{chkItm.ChecklistChannel}' ";
}
var sendToList = new List <UserProfile>();
if (!String.IsNullOrEmpty(viewModel.OpportunityChannelId))
{
entity.Metadata.OpportunityChannelId = viewModel.OpportunityChannelId;
}
_logger.LogInformation($"RequestId: {requestId} - UpdateWorkflowAsync sendNotificationCardAsync checklist status changed notification. Number of hecklists: {statusChangedChecklists.Count}");
var sendNotificationCard = await _cardNotificationService.sendNotificationCardAsync(entity, sendToList, $"Status updated for opportunity checklist(s): {checkLists} ", requestId);
}
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - UpdateWorkflowAsync sendNotificationCardAsync checklist status change error: {ex}");
}
}
entity.Content.Checklists = updatedList;
}
if (entity.Content.Checklists.Count == 0)
{
// Checklist empty create a default set
var roleMappingList = (await _roleMappingRepository.GetAllAsync(requestId)).ToList();
foreach (var item in roleMappingList)
{
if (item.ProcessType.ToLower() == "checklisttab")
{
var checklist = new Checklist
{
Id = item.ProcessStep,
ChecklistChannel = item.Channel,
ChecklistStatus = ActionStatus.NotStarted,
ChecklistTaskList = new List <ChecklistTask>()
};
entity.Content.Checklists.Add(checklist);
}
}
}
// CustomerDecision
if (entity.Content.CustomerDecision == null)
{
entity.Content.CustomerDecision = CustomerDecision.Empty;
}
if (viewModel.CustomerDecision != null)
{
entity.Content.CustomerDecision.Id = viewModel.CustomerDecision.Id ?? String.Empty;
entity.Content.CustomerDecision.Approved = viewModel.CustomerDecision.Approved;
if (viewModel.CustomerDecision.ApprovedDate != null)
{
entity.Content.CustomerDecision.ApprovedDate = viewModel.CustomerDecision.ApprovedDate;
}
if (viewModel.CustomerDecision.LoanDisbursed != null)
{
entity.Content.CustomerDecision.LoanDisbursed = viewModel.CustomerDecision.LoanDisbursed;
}
}
// LIST: Content/Notes
if (entity.Content.Notes == null)
{
entity.Content.Notes = new List <Note>();
}
if (viewModel.Notes != null)
{
var updatedNotes = entity.Content.Notes.ToList();
foreach (var item in viewModel.Notes)
{
var note = updatedNotes.Find(itm => itm.Id == item.Id);
if (note != null)
{
updatedNotes.Remove(note);
}
updatedNotes.Add(await NoteToEntityAsync(item, requestId));
}
entity.Content.Notes = updatedNotes;
}
// TeamMembers
if (entity.Content.TeamMembers == null)
{
entity.Content.TeamMembers = new List <TeamMember>();
}
if (viewModel.TeamMembers != null)
{
var updatedTeamMembers = new List <TeamMember>();
// Update team members
foreach (var item in viewModel.TeamMembers)
{
updatedTeamMembers.Add(await TeamMemberToEntityAsync(item));
}
entity.Content.TeamMembers = updatedTeamMembers;
}
// ProposalDocument
if (entity.Content.ProposalDocument == null)
{
entity.Content.ProposalDocument = ProposalDocument.Empty;
}
if (viewModel.ProposalDocument != null)
{
entity.Content.ProposalDocument = await ProposalDocumentToEntityAsync(viewModel, entity.Content.ProposalDocument, requestId);
}
// Metadata
if (entity.Metadata == null)
{
entity.Metadata = OpportunityMetadata.Empty;
}
entity.Metadata.AnnualRevenue = viewModel.AnnualRevenue;
entity.Metadata.CollateralAmount = viewModel.CollateralAmount;
if (entity.Metadata.Customer == null)
{
entity.Metadata.Customer = Customer.Empty;
}
entity.Metadata.Customer.DisplayName = viewModel.Customer.DisplayName ?? String.Empty;
entity.Metadata.Customer.Id = viewModel.Customer.Id ?? String.Empty;
entity.Metadata.Customer.ReferenceId = viewModel.Customer.ReferenceId ?? String.Empty;
entity.Metadata.DealSize = viewModel.DealSize;
entity.Metadata.DebtRatio = viewModel.DebtRatio;
entity.Metadata.DisbursementSchedule = viewModel.DisbursementSchedule ?? String.Empty;
entity.Metadata.Guarantees = viewModel.Guarantees ?? String.Empty;
if (entity.Metadata.Industry == null)
{
entity.Metadata.Industry = new Industry();
}
if (viewModel.Industry != null)
{
entity.Metadata.Industry = await IndustryToEntityAsync(viewModel.Industry);
}
entity.Metadata.Margin = viewModel.Margin;
if (entity.Metadata.OpenedDate == null)
{
entity.Metadata.OpenedDate = DateTimeOffset.MinValue;
}
if (viewModel.OpenedDate != null)
{
entity.Metadata.OpenedDate = viewModel.OpenedDate;
}
if (entity.Metadata.OpportunityState == null)
{
entity.Metadata.OpportunityState = OpportunityState.Creating;
}
if (viewModel.OpportunityState != null)
{
entity.Metadata.OpportunityState = OpportunityState.FromValue(viewModel.OpportunityState.Value);
}
entity.Metadata.Purpose = viewModel.Purpose ?? String.Empty;
entity.Metadata.Rate = viewModel.Rate;
if (entity.Metadata.Region == null)
{
entity.Metadata.Region = Region.Empty;
}
if (viewModel.Region != null)
{
entity.Metadata.Region = await RegionToEntityAsync(viewModel.Region);
}
entity.Metadata.RiskRating = viewModel.RiskRating;
// if to avoid deleting channelId if vieModel passes empty and a value was already in opportunity
if (!String.IsNullOrEmpty(viewModel.OpportunityChannelId))
{
entity.Metadata.OpportunityChannelId = viewModel.OpportunityChannelId;
}
return(entity);
}
catch (Exception ex)
{
//_logger.LogError("MapFromViewModelAsync error: " + ex);
throw new ResponseException($"RequestId: {requestId} - OpportunityToEntityAsync oppId: {oppId} - failed to map opportunity: {ex}");
}
}
public async Task <JObject> UploadDocumentTeamAsync(string opportunityName, string docType, IFormFile file, string requestId = "")
{
_logger.LogInformation($"RequestId: {requestId} - UploadDocumentTeamAsync called.");
try
{
Guard.Against.NullOrEmpty(opportunityName, nameof(opportunityName), requestId);
Guard.Against.NullOrEmpty(docType, nameof(docType), requestId);
Guard.Against.Null(file, nameof(file), requestId);
var sections = new List <DocumentSection>();
var folder = String.Empty;
var docTypeParts = docType.Split(new char[] { ',', '=' }); //0 = ChecklistDocument, 1 = channle name, 2 = Checklist item Id
if (docType == DocumentContext.ProposalTemplate.Name)
{
// If docType is proposal document template, try to extract sections before upload so if fails, upload is skipped
sections = (ExtractSections(file.OpenReadStream(), file.FileName, requestId)).ToList();
Guard.Against.Null(sections, "UploadDocumentTeamAsync_sections", requestId);
folder = "Formal Proposal";
}
else if (docType == DocumentContext.Attachment.Name)
{
folder = "TempFolder";
}
else
{
folder = docTypeParts[1].Replace(" ", "");
}
// Get opportunity to update the associated docUri
//var opportunity = Opportunity.Empty;
var opportunity = await _opportunityRepository.GetItemByNameAsync($"'{opportunityName}'", false, requestId);
Guard.Against.Null(opportunity, "UploadDocumentTeamAsync_GetItemByNameAsync", requestId);
// Start a simple retry
var retryGetOpTimes = 1;
while ((String.IsNullOrEmpty(opportunity.Id)) && retryGetOpTimes < 7)
{
_logger.LogInformation($"RequestId: {requestId} - UploadDocumentTeamAsync get opportunity delay started: {retryGetOpTimes} at {DateTime.Now}.");
await Task.Delay(4000 + (retryGetOpTimes * 1000));
opportunity = await _opportunityRepository.GetItemByNameAsync($"'{opportunityName}'", false, requestId);
retryGetOpTimes = retryGetOpTimes + 1;
}
Guard.Against.NullOrEmpty(opportunity.Id, "UploadDocumentTeamAsync_opportunity_GetItemByNameAsync", requestId);
if (opportunity.DisplayName != opportunityName)
{
throw new ResponseException($"RequestId: {requestId} - UploadDocumentTeamAsync GetItemByNameAsync mistmatch for opportunity: {opportunityName}");
}
var siteName = opportunityName.Replace(" ", "");
var siteIdResponse = new JObject();
var siteId = String.Empty;
if (folder == "TempFolder")
{
// Initial attachment is uploaded to private site for proposal mnagement
siteName = "ProposlManagement";
siteId = _appOptions.ProposalManagementRootSiteId;
}
else
{
try
{
siteIdResponse = await _graphSharePointAppService.GetSiteIdAsync(_appOptions.SharePointHostName, siteName, requestId);
dynamic responseDyn = siteIdResponse;
siteId = responseDyn.id.ToString();
}
catch (Exception ex)
{
_logger.LogInformation($"RequestId: {requestId} - UploadDocumentTeamAsync get site id error: {ex}");
}
}
var retryGetSiteTimes = 1;
while ((String.IsNullOrEmpty(siteId)) && retryGetSiteTimes < 4)
{
_logger.LogInformation($"RequestId: {requestId} - UploadDocumentTeamAsync get site id delay started: {retryGetOpTimes} at {DateTime.Now}.");
await Task.Delay(4000 + (retryGetSiteTimes * 1000));
siteIdResponse = await _graphSharePointAppService.GetSiteIdAsync(_appOptions.SharePointHostName, siteName, requestId);
dynamic responseDyn = siteIdResponse;
siteId = responseDyn.id.ToString();
retryGetSiteTimes = retryGetSiteTimes + 1;
}
Guard.Against.NullOrEmpty(siteId, "UploadDocumentTeamAsync_GetSiteIdAsync", requestId);
if (docType == DocumentContext.Attachment.Name)
{
// Create folder with opportunity name in internal sharepoint under root\TempFolder TODO: Get name form app settings P2
try
{
var respFolder = await CreateFolderAsync(siteId, opportunity.DisplayName, folder, requestId);
}
catch (Exception ex)
{
_logger.LogWarning($"RequestId: {requestId} - UploadDocumentTeamAsync CreateFolderAsync Exception: {ex}");
}
folder = folder + $"/{opportunity.DisplayName}";
}
var respUpload = await UploadDocumentAsync(siteId, folder, file, requestId);
dynamic respUploadDyn = respUpload;
string webUrl = respUploadDyn.webUrl.ToString();
string docId = respUploadDyn.id.ToString();
//Todo: Granular Premission
if (docType == DocumentContext.ProposalTemplate.Name)
{
// If docType is proposal document template, update sections & documentUri
opportunity.Content.ProposalDocument.Content.ProposalSectionList = sections;
opportunity.Content.ProposalDocument.Id = docId;
opportunity.Content.ProposalDocument.Metadata.DocumentUri = webUrl;
}
else if (docType == DocumentContext.Attachment.Name)
{
if (opportunity.DocumentAttachments == null)
{
opportunity.DocumentAttachments = new List <DocumentAttachment>();
}
var updDocumentAttachments = new List <DocumentAttachment>();
foreach (var itm in opportunity.DocumentAttachments)
{
var doc = itm;
if (itm.FileName == file.FileName)
{
doc.Id = docId;
doc.FileName = file.FileName;
doc.Note = itm.Note ?? String.Empty;
doc.Tags = itm.Tags ?? String.Empty;
doc.DocumentUri = "TempFolder";
doc.Category = Category.Empty;
doc.Category.Id = itm.Category.Id;
doc.Category.Name = itm.Category.Name;
}
updDocumentAttachments.Add(doc);
}
opportunity.DocumentAttachments = updDocumentAttachments;
}
else if (docType.StartsWith($"{DocumentContext.ChecklistDocument.Name}="))
{
var checklistTaskId = docTypeParts[2];
var channel = docTypeParts[1];
var newChecklists = new List <Checklist>();
foreach (var item in opportunity.Content.Checklists.ToList())
{
var newChecklist = new Checklist();
newChecklist.ChecklistTaskList = new List <ChecklistTask>();
newChecklist.ChecklistChannel = item.ChecklistChannel;
newChecklist.ChecklistStatus = item.ChecklistStatus;
newChecklist.Id = item.Id;
if (channel != item.ChecklistChannel)
{
newChecklist.ChecklistTaskList = item.ChecklistTaskList;
}
else
{
var newChecklistTask = new ChecklistTask();
foreach (var sItem in item.ChecklistTaskList)
{
if (sItem.Id == checklistTaskId)
{
newChecklistTask.Id = sItem.Id;
newChecklistTask.ChecklistItem = sItem.ChecklistItem;
newChecklistTask.Completed = sItem.Completed;
newChecklistTask.FileUri = webUrl;
newChecklist.ChecklistTaskList.Add(newChecklistTask);
}
else
{
newChecklist.ChecklistTaskList.Add(sItem);
}
}
}
newChecklists.Add(newChecklist);
}
opportunity.Content.Checklists = newChecklists;
}
// Update the opportunity
var respUpdate = await _opportunityRepository.UpdateItemAsync(opportunity, requestId);
Guard.Against.NotStatus200OK(respUpdate, "UploadDocumentTeamAsync_UpdateItemAsync", requestId);
return(respUpload);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - UploadDocumentTeamAsync Service Exception: {ex}");
throw new ResponseException($"RequestId: {requestId} - UploadDocumentTeamAsync Service Exception: {ex}");
}
}
public void Attach(ChecklistTask checklistTask)
{
context.ChecklistTasks.Attach(checklistTask);
}
public DbEntityEntry <ChecklistTask> Entry(ChecklistTask checklistTask)
{
return(Context.Entry(checklistTask));
}
public void Add(ChecklistTask checklistTask)
{
context.ChecklistTasks.Add(checklistTask);
}
