public Boolean ManageProspectsSave(ManageProspectsViewModel manageProspectsViewModel)
{
var user = AccountHelper.GetUserAccount(HttpContext);
Int32 status = 0;
Int32 concierge = 0;
Int32 callCenter = 0;
Int32 loa = 0;
if (!String.IsNullOrEmpty(manageProspectsViewModel.SelectedCallCenter))
{
Int32.TryParse(manageProspectsViewModel.SelectedCallCenter, out callCenter);
}
if (!String.IsNullOrEmpty(manageProspectsViewModel.SelectedLoa))
{
Int32.TryParse(manageProspectsViewModel.SelectedLoa, out loa);
}
if (!String.IsNullOrEmpty(manageProspectsViewModel.SelectedStatus))
{
Int32.TryParse(manageProspectsViewModel.SelectedStatus, out status);
}
if (!String.IsNullOrEmpty(manageProspectsViewModel.SelectedConcierge))
{
Int32.TryParse(manageProspectsViewModel.SelectedConcierge, out concierge);
}
Guid companyId = Guid.Empty;
if (!String.IsNullOrEmpty(manageProspectsViewModel.CompanyId))
{
Guid.TryParse(manageProspectsViewModel.CompanyId, out companyId);
}
var updated = ContactServiceFacade.UpdateContactProspect(
manageProspectsViewModel.ProspectId, status, concierge, user.UserAccountId, companyId, manageProspectsViewModel.ChannelId, manageProspectsViewModel.DivisionId, manageProspectsViewModel.BranchId, callCenter, loa);
if (manageProspectsViewModel.LoanId == Guid.Empty)
{
return(updated);
}
bool isSubmited = LoanServiceFacade.AssignOfficersToLoan(manageProspectsViewModel.LoanId, companyId, manageProspectsViewModel.ChannelId, manageProspectsViewModel.DivisionId, manageProspectsViewModel.BranchId, concierge, callCenter, loa);
if (!isSubmited)
{
return(false);
}
ActivitiesServiceFacade.ExecuteActivityRulesConcierge(
ActivitiesServiceFacade.RetrieveActivity(manageProspectsViewModel.LoanId, ActivityType.CompleteLoanApplication, user.UserAccountId).Id,
ActivityStatus.Completed, ActivityMode.None, false, ActionIntent.LoanNoAndConciergeAssigned, user.Party.Id, user.UserAccountId);
return(true);
}
public Boolean SaveAssignInfo(AssignLoanInfoViewModel assignLoanInfoViewModel)
{
UserAccount user = null;
if (Session[SessionHelper.UserData] != null)
{
user = ( UserAccount )Session[SessionHelper.UserData];
}
try
{
var loaId = assignLoanInfoViewModel.LoaId.HasValue ? assignLoanInfoViewModel.LoaId.Value : -1;
var conciergeId = assignLoanInfoViewModel.ConciergeId.HasValue ? assignLoanInfoViewModel.ConciergeId.Value : -1;
var callCenterId = assignLoanInfoViewModel.CallCenterId.HasValue ? assignLoanInfoViewModel.CallCenterId.Value : -1;
Guid companyId = Guid.Empty;
if (!String.IsNullOrEmpty(assignLoanInfoViewModel.CompanyId))
{
Guid.TryParse(assignLoanInfoViewModel.CompanyId, out companyId);
}
int loanNumber;
bool isLoanNumberAssigned = int.TryParse(assignLoanInfoViewModel.LoanNumber, out loanNumber) && loanNumber > 0;
if (user != null && !isLoanNumberAssigned)
{
string loanNum = LoanServiceFacade.RetrieveLoanNumber(assignLoanInfoViewModel.LoanId, user.UserAccountId);
isLoanNumberAssigned = int.TryParse(loanNum, out loanNumber) && loanNumber > 0;
}
bool isSubmited = LoanServiceFacade.AssignConciergeLoanNumberAndLOA(assignLoanInfoViewModel.LoanId, conciergeId, assignLoanInfoViewModel.LoanNumber, assignLoanInfoViewModel.ConciergeNMLS, companyId, assignLoanInfoViewModel.ChannelId, assignLoanInfoViewModel.DivisionId, assignLoanInfoViewModel.BranchId, assignLoanInfoViewModel.EnableDigitalDocsCall, user.UserAccountId, loaId, callCenterId);
if (isSubmited)
{
int losFolderId = int.Parse(assignLoanInfoViewModel.LosFolder);
isSubmited = LoanServiceFacade.UpdateLosFolderId(assignLoanInfoViewModel.LoanId, losFolderId, user.UserAccountId);
}
if (isSubmited)
{
isSubmited = ActivitiesServiceFacade.ExecuteActivityRulesConcierge(ActivitiesServiceFacade.RetrieveActivity(assignLoanInfoViewModel.LoanId, ActivityType.CompleteLoanApplication, user.UserAccountId).Id,
ActivityStatus.Completed, ActivityMode.None, false, ActionIntent.LoanNoAndConciergeAssigned, user.Party.Id, user.UserAccountId, loanNumberAlreadyAssigned: isLoanNumberAssigned);
}
return(isSubmited);
}
catch (Exception exception)
{
TraceHelper.Error(TraceCategory.Global, "ExportToLOS::LosFolderUpdated", exception, assignLoanInfoViewModel.LoanId, user != null ? user.UserAccountId : -1);
return(false);
}
}
public JsonResult GetDefaultPendingApprovalCommand(Guid loanId)
{
String result = String.Empty;
Int32 numberOfDocuments = DocumentsServiceFacade.RetrieveNumberOfUploadedOrFaxedDocuments(loanId, IdentityManager.GetUserAccountId());
String submittedActivityName = ActivitiesServiceFacade.RetrieveSubmittedActivityName(loanId, IdentityManager.GetUserAccountId());
try
{
if (numberOfDocuments > 0 && String.IsNullOrEmpty(submittedActivityName))
{
result = "Manage Documents";
}
else if (!String.IsNullOrEmpty(submittedActivityName))
{
// evaluate command by submitted activity name
switch (submittedActivityName)
{
case "Upload Documents":
result = "Manage Documents";
break;
case "Order Appraisal":
result = "Manage Appraisal";
break;
case "Review Disclosures":
result = "Manage Disclosures";
break;
default:
result = "Manage Activities";
break;
}
}
else // in case number of documents = 0 and submitted activity is blank
{
result = "Manage Activities";
}
return(Json(new { success = true, action = result }));
}
catch (Exception ex)
{
return(Json(new { success = false, msg = ex.Message }));
}
}
private void LoadDisclosureSummary(AppraisalViewModel userAppraisalViewModel, Guid loanId, UserAccount user)
{
DisclosuresSummaryInfo disclosuresSummaryInfo = DocumentsServiceFacade.RetrieveDisclosuresSummaryInfo(loanId, user.UserAccountId);
userAppraisalViewModel.DisclosuresSummaryInfo = disclosuresSummaryInfo;
var channel = CompanyProfileServiceFacade.GetChannelByChannelId(userAppraisalViewModel.Loan.ChannelId);
var activateOrderAppraisal = false;
if (channel != null && channel.ActivateOrderAppraisalSettings != null)
{
switch (channel.ActivateOrderAppraisalSettings.DisclosuresESignTriggerType)
{
case (int)OrderAppraisalTriggerEnum.FirstIntentToProceed:
IntegrationsSettings integrationSettings = LoanServiceFacade.RetrieveIntegrationsSettings(user.UserAccountId);
activateOrderAppraisal = (disclosuresSummaryInfo.IntentToProceedReceivedBorrower != null && disclosuresSummaryInfo.IntentToProceedReceivedCoBorrower != null) || (disclosuresSummaryInfo.IntentToProceedReceivedBorrower != null && integrationSettings != null && !integrationSettings.AllBorrowersMustESign);
break;
case (int)OrderAppraisalTriggerEnum.LastIntentToProceed:
activateOrderAppraisal = DocumentsServiceFacade.CheckItpSetForAllLoanApplications(loanId, user.UserAccountId);
break;
case (int)OrderAppraisalTriggerEnum.GFEandDisclosureActivity:
var activity = ActivitiesServiceFacade.RetrieveActivity(loanId, ActivityType.ReviewDisclosures, user.UserAccountId);
activateOrderAppraisal = channel.ActivateOrderAppraisalSettings.DisclosuresESignStatus == (int)ActivityStatus.Completed || channel.ActivateOrderAppraisalSettings.DisclosuresESignStatus == (int)ActivityStatus.Submitted;
if (((int)activity.Status == channel.ActivateOrderAppraisalSettings.DisclosuresESignStatus && channel.ActivateOrderAppraisalSettings.DisclosuresESignStatus == (int)ActivityStatus.Submitted) || activity.Status == ActivityStatus.Completed)
{
activateOrderAppraisal = true;
}
break;
}
}
userAppraisalViewModel.IsAppraisalDisabled = !activateOrderAppraisal;
}
public ActionResult ShowBorrowerPopup(String loanId)
{
Guid loanIdValue;
Guid.TryParse(loanId, out loanIdValue);
if (loanIdValue == Guid.Empty)
{
return(null);
}
var userAccountId = IdentityManager.GetUserAccountId();
var loanType = LoanServiceFacade.RetrieveLoanType(loanIdValue, userAccountId);
var loanHomebuyingType = LoanServiceFacade.RetrieveLoanHomeBuyingType(loanIdValue, userAccountId);
PreApprovalStatus preApprovalStatus = LoanServiceFacade.RetrievePreApprovalStatus(loanIdValue);
var activities = ActivitiesServiceFacade.RetrieveActivities(loanIdValue, IdentityManager.GetUserAccountId());
var activityCLA = activities == null ? null : activities.FirstOrDefault(c => c.ActivityType == ActivityType.CompleteLoanApplication);
var activityPAR = activities == null ? null : activities.FirstOrDefault(c => c.ActivityType == ActivityType.PreApprovalRequest);
bool IsPreApprovalQueue = !preApprovalStatus.Equals(PreApprovalStatus.Completed) && loanType.Equals(LoanTransactionType.Purchase) &&
loanHomebuyingType.Equals(HomeBuyingType.GetPreApproved) &&
activityPAR != null && (activityPAR.Status == ActivityStatus.Submitted ||
activityPAR.Status == ActivityStatus.Completed ||
activityPAR.Status == ActivityStatus.Update);
if (((IsPreApprovalQueue && activityPAR.Status != ActivityStatus.Submitted && activityPAR.Status != ActivityStatus.Completed)))
{
return(PartialView("_borrowersInformationPopupMessage"));
}
if (!IsPreApprovalQueue && (activityCLA == null || (activityCLA.Status != ActivityStatus.Submitted && activityCLA.Status != ActivityStatus.Completed)))
{
return(PartialView("_borrowersInformationPopupMessage"));
}
Property property = PropertyServiceFacade.RetrieveSubjectProperty(loanIdValue, userAccountId);
var borrowerModel = BorrowerServiceFacade.GetBorrowersInformation(loanIdValue);
if (borrowerModel == null)
{
return(null);
}
if (property != null)
{
borrowerModel.OccupancyType = property.OccupancyType;
}
SetupLookups(borrowerModel);
if (borrowerModel.Borrower != null && borrowerModel.CoBorrower != null)
{
borrowerModel.BorrowerAndCoBorrowerAddressAreSame = AddressHelper.BorrowerAndCoborrowerAddressesAreSame(borrowerModel.Borrower.Addresses.ToList(), borrowerModel.CoBorrower.Addresses.ToList());
}
if (borrowerModel.CoBorrower == null)
{
borrowerModel.CoBorrower = new Contracts.Borrower();
}
if (borrowerModel.CoBorrowerModelInfo == null)
{
borrowerModel.CoBorrowerModelInfo = new BorrowerModelInfo();
}
if (borrowerModel.CoBorrowerModelInfo.PresentAddress == null)
{
borrowerModel.CoBorrowerModelInfo.PresentAddress = new Address();
}
if (borrowerModel.CoBorrowerModelInfo.MailingAddress == null)
{
borrowerModel.CoBorrowerModelInfo.MailingAddress = new Address();
}
if (borrowerModel.CoBorrowerModelInfo.MailingAddress.IsSameAsPropertyAddress == null)
{
borrowerModel.CoBorrowerModelInfo.MailingAddress.IsSameAsPropertyAddress = false;
}
if (borrowerModel.Borrower != null)
{
borrowerModel.Borrower.Addresses = new Collection <Address>();
}
if (borrowerModel.CoBorrower != null)
{
borrowerModel.CoBorrower.Addresses = new Collection <Address>();
}
TitleInNameAndMannerTitleHeld titleInNameAndMannerTitleHeld = LoanServiceFacade.RetrieveTitleInNameAndMannerTitleHeld(loanIdValue, -1);
borrowerModel.TitleAndManner = titleInNameAndMannerTitleHeld;
borrowerModel.MannerTitleHeld.Insert(0, new Lookup {
Name = "Select One", Value = -1
});
return(PartialView("_borrowersInformation", borrowerModel));
}
