public async Task <Opportunity> CreateWorkflowAsync(Opportunity opportunity, string requestId = "")
{
try
{
_logger.LogError($"RequestId: {requestId} - Opportunityfactory_CreateWorkflowAsync CheckAccess CreateItemAsync");
// Set initial opportunity state
opportunity.Metadata.OpportunityState = OpportunityState.Creating;
if (opportunity.Content.Template != null)
{
if (opportunity.Content.Template.ProcessList != null)
{
if (opportunity.Content.Template.ProcessList.Count() > 1)
{
if (!opportunity.TemplateLoaded)
{
opportunity = await _teamChannelService.CreateWorkflowAsync(opportunity, requestId);
opportunity.Metadata.OpportunityState = OpportunityState.InProgress;
}
opportunity = await _memberService.CreateWorkflowAsync(opportunity, requestId);
}
bool checklistPass = false;
foreach (var item in opportunity.Content.Template.ProcessList)
{
if (item.ProcessType.ToLower() == "checklisttab" && checklistPass == false)
{
opportunity = await _checkListProcessService.CreateWorkflowAsync(opportunity, requestId);
checklistPass = true;
}
else if (item.ProcessType.ToLower() == "customerdecisiontab")
{
opportunity = await _customerDecisionProcessService.CreateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessType.ToLower() == "customerfeedbacktab")
{
opportunity = await _customerFeedbackProcessService.CreateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessType.ToLower() == "proposalstatustab")
{
opportunity = await _proposalStatusProcessService.CreateWorkflowAsync(opportunity, requestId);
}
else if (item.ProcessStep.ToLower() == "start process")
{
opportunity = await _startProcessService.CreateWorkflowAsync(opportunity, requestId);
}
}
}
}
else
{
_logger.LogError($"RequestId: {requestId} - CreateWorkflowAsync Service Exception");
throw new AccessDeniedException($"RequestId: {requestId} - CreateWorkflowAsync Service Exception");
}
try
{
opportunity = await _notesService.CreateWorkflowAsync(opportunity, requestId);
opportunity = await _dashboardService.CreateWorkflowAsync(opportunity, requestId);
}
catch
{
_logger.LogError($"RequestId: {requestId} - CreateWorkflowAsync Service Exception");
}
return(opportunity);
}
catch (Exception ex)
{
_logger.LogError($"RequestId: {requestId} - CreateWorkflowAsync Service Exception: {ex}");
throw new ResponseException($"RequestId: {requestId} - CreateWorkflowAsync 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}");
}
}