Adding

2026-03-17 09:53:09 -05:00
parent cdcba54aa4
commit 1a0702a79a
590 changed files with 62058 additions and 0 deletions
@@ -0,0 +1,13 @@
+using LCU.Library.Internal.IncentiveApiModels.Entities;
+using LCU.Library.Internal.IncentiveApiModels.Enums;
+
+namespace LCU.API.Internal.Operations.IncentiveApi.Models.ExternalActivities;
+
+public interface IExternalActivity
+{
+    public ActivityType GetActivityType();
+    public Product GetProductType();
+    public string GetSourceId();
+    public SystemType GetSystemType();
+    public Activity MapToActivity();
+}
@@ -0,0 +1,157 @@
+using LCU.Library.Internal.IncentiveApiModels.Entities;
+using LCU.Library.Internal.IncentiveApiModels.Enums;
+using LCU.API.Internal.Operations.IncentiveApiLib.Services;
+
+namespace LCU.API.Internal.Operations.IncentiveApi.Models.ExternalActivities;
+
+public class NewActivityManagerReferral : IExternalActivity
+{
+    public long ActivityId { get; set; }
+    public string OriginatorUserId { get; set; }
+    public long OriginatorPersNbr { get; set; }
+    public string OriginatorFirstName { get; set; }
+    public string OriginatorLastName { get; set; }
+    public string OriginatorMiddleInitial { get; set; }
+    public long? LandmarkCreditCardNumber { get; set; }
+    public long? DirectDepositAccountNumber { get; set; }
+    public string EmployeeEmail { get; set; }
+    public DateTime LastUpdatedDateTime { get; set; }
+    public string Campaign { get; set; }
+    public string Category { get; set; }
+    public string ReferralStation { get; set; }
+    public int IsInitialStation { get; set; }
+    public int IsFinalStation { get; set; }
+    public DateTime OriginationDateTime { get; set; }
+    public DateTime StationDateTime { get; set; }
+    public string OriginatingBranchName { get; set; }
+    public string ReferredPersonNbr { get; set; }
+    public string ReferredOrgNbr { get; set; }
+    public string ReferredPersOrgNbr { get; set; }
+    public string ReferredPersonName { get; set; }
+    public string ReferredOrgName { get; set; }
+    public string PreferredPhone { get; set; }
+    public string Comm1 { get; set; }
+    public string Comm2 { get; set; }
+    public string Comm3 { get; set; }
+    public string Comm4 { get; set; }
+    public string Comm5 { get; set; }
+    public string Comm6 { get; set; }
+    public string Comm7 { get; set; }
+
+    private static readonly TimeZoneInfo AssumedSourceTimezone = TimeZoneConverter.TZConvert.GetTimeZoneInfo("America/Chicago");
+    private readonly int IsInFinalStation = 1;
+
+    public Activity MapToActivity()
+    {
+        return new Activity()
+        {
+            SourceId = GetSourceId(),
+            Product = GetProductType(),
+            Accepted = GetActivityDate(),
+            Type = ActivityType.Referral,
+            SourceSystem = GetSystemType(),
+            SourceCreated = TimeZoneInfo.ConvertTime(OriginationDateTime, AssumedSourceTimezone, TimeZoneInfo.Utc),
+            Detail = new ActivityDetail()
+            {
+                MemberName = ReferredOrgName ?? ReferredPersonName,
+                DnaPersonNbr = OriginatorPersNbr.ToString(),
+                SubjectPersonNbr = ReferredPersonNbr,
+                SubjectOrgNbr = ReferredOrgNbr,
+                StationName = ReferralStation,
+                BranchOrgName = OriginatingBranchName,
+                AccountNumber = GetAccountNumber()
+            },
+            MetaData = DataParsingService.MapActivityMetaData(new List<string> { PreferredPhone, Comm1, Comm2, Comm3, Comm4, Comm5, Comm6, Comm7 }),
+            DepartmentId = -1,
+            EmployeeId = null,
+            State = ActivityState.Created,
+            EmployeeEmail = EmployeeEmail
+        };
+    }
+
+    private DateTime GetActivityDate()
+    {
+        var isLicReferral = Campaign.Equals("LIC Referral", StringComparison.InvariantCultureIgnoreCase);
+        if (IsFinalStation == IsInFinalStation && isLicReferral)
+        {
+            return StationDateTime = StationDateTime.Date.AddHours(12);
+        }
+
+        return DateTime.UtcNow.Date.AddHours(12);
+    }
+
+    public ActivityType GetActivityType()
+    {
+        return ActivityType.Referral;
+    }
+
+    public string GetSourceId()
+    {
+        return ActivityId.ToString();
+    }
+
+    public Product GetProductType()
+    {
+        if (!string.IsNullOrWhiteSpace(Campaign))
+        {
+            if (Campaign.Equals("ATM Card", StringComparison.InvariantCultureIgnoreCase))
+            {
+                return Product.ATMCard;
+            }
+
+            if (Campaign.Equals("Check Card Referral", StringComparison.InvariantCultureIgnoreCase))
+            {
+                return Product.CheckCard;
+            }
+
+            if (Campaign.Equals("Checking Referral", StringComparison.InvariantCultureIgnoreCase))
+            {
+                return Product.NewChecking;
+            }
+
+            if (Campaign.Equals("Mortgage Referral", StringComparison.InvariantCultureIgnoreCase))
+            {
+                return Product.Mortgage;
+            }
+
+            if (Campaign.Equals("Direct Deposit", StringComparison.InvariantCultureIgnoreCase))
+            {
+                return Product.DirectDeposit;
+            }
+
+            if (Campaign.Equals("CC Balance Transfer", StringComparison.InvariantCultureIgnoreCase))
+            {
+                return Product.CreditCardBalanceTransfer;
+            }
+
+            if (Campaign.Equals("LIC Referral", StringComparison.InvariantCultureIgnoreCase))
+            {
+                return Product.LIC;
+            }
+
+            if (Campaign.Equals("First Mortgage Referral", StringComparison.InvariantCultureIgnoreCase))
+            {
+                return Product.FirstMortgageReferral;
+            }
+
+            if (Campaign.Equals("eStatement Referral", StringComparison.InvariantCultureIgnoreCase))
+            {
+                return Product.eStatement;
+            }
+        }
+
+        Log.Error($"Could not parse product type: {Campaign}for an incoming referral with id:{ActivityId} originating from person :{OriginatorPersNbr}");
+        throw new Exception("Could not parse product type for incoming referral. See logs.");
+    }
+
+    private string GetAccountNumber()
+    {
+        var accountNumber = (DirectDepositAccountNumber ?? LandmarkCreditCardNumber);
+        return accountNumber != null ? accountNumber.ToString() : null;
+    }
+
+    public SystemType GetSystemType()
+    {
+        return SystemType.ActivityManager;
+    }
+}
@@ -0,0 +1,102 @@
+using LCU.Library.Internal.IncentiveApiModels.Entities;
+using LCU.Library.Internal.IncentiveApiModels.Enums;
+using LCU.API.Internal.Operations.IncentiveApiLib.Services;
+
+namespace LCU.API.Internal.Operations.IncentiveApi.Models.ExternalActivities;
+
+public class NewAtmCheckCardActivity : IExternalActivity
+{
+    public long ActivityNbr { get; set; }
+    public DateTime ActivityDateTime { get; set; }
+    public long ResponsiblePersonNbr { get; set; }
+    public string ActivityTypeCde { get; set; }
+    public long AgreementNbr { get; set; }
+    public string CardState { get; set; }
+    public string CardType { get; set; }
+    public long AccountNbr { get; set; }
+    public string OwnerPersonNbr { get; set; }
+    public string OwnerOrgNbr { get; set; }
+    public string AcctStateAtActivity { get; set; }
+    public string AcctStatAtQueryTime { get; set; }
+    public DateTime AcctStateEffDateTime { get; set; }
+    public string AssociateFirst { get; set; }
+    public string AssociateMiddleInit { get; set; }
+    public string AssociateLast { get; set; }
+    public string EmployeeEmail { get; set; }
+    public string TaxOrgName { get; set; }
+    public string TaxPersonName { get; set; }
+    public string TaxPersonPhoneNumbers { get; set; }
+    public string TaxPersonEmailAddresses { get; set; }
+
+    static readonly TimeZoneInfo AssumedSourceTimezone = TimeZoneConverter.TZConvert.GetTimeZoneInfo("America/Chicago");
+
+    public Activity MapToActivity()
+    {
+        return new Activity()
+        {
+            Product = GetProductType(),
+            Type = GetActivityType(),
+            SourceSystem = GetSystemType(),
+            SourceId = ActivityNbr.ToString(),
+            SourceCreated = TimeZoneInfo.ConvertTime(ActivityDateTime, AssumedSourceTimezone, TimeZoneInfo.Utc),
+            Detail = new ActivityDetail()
+            {
+                MemberName = TaxOrgName ?? TaxPersonName,
+                DnaPersonNbr = ResponsiblePersonNbr.ToString(),
+                SubjectPersonNbr = OwnerPersonNbr,
+                SubjectOrgNbr = OwnerOrgNbr,
+                AccountNumber = AccountNbr.ToString(),
+                AccountStatus = AcctStatAtQueryTime,
+                AgreementNumber = AgreementNbr.ToString()
+            },
+            MetaData = DataParsingService.MapActivityMetaData(new List<string> { TaxPersonPhoneNumbers, TaxPersonEmailAddresses }),
+            DepartmentId = -1,
+            EmployeeId = null,
+            EmployeeEmail = EmployeeEmail,
+            Accepted = ActivityDateTime.Date.AddHours(12),
+            State = ActivityState.Created
+        };
+    }
+
+    public ActivityType GetActivityType()
+    {
+        return ActivityType.Other;
+    }
+
+    public Product GetProductType()
+    {
+        return CardType.Equals("ATM", StringComparison.InvariantCultureIgnoreCase) ? Product.ATMCard : Product.CheckCard;
+    }
+
+    public string GetSourceId()
+    {
+        return ActivityNbr.ToString();
+    }
+
+    public List<ActivityMetaData> MapActivityMetaData()
+    {
+        var parsedMetaData = new List<ActivityMetaData>();
+        if (!string.IsNullOrWhiteSpace(TaxPersonEmailAddresses))
+        {
+            foreach (var item in TaxPersonEmailAddresses.Split(",", StringSplitOptions.RemoveEmptyEntries))
+            {
+                parsedMetaData.Add(DataParsingService.DetermineActivityMetaData(item));
+            }
+        }
+
+        if (!string.IsNullOrWhiteSpace(TaxPersonPhoneNumbers))
+        {
+            foreach (var item in TaxPersonPhoneNumbers.Split(",", StringSplitOptions.RemoveEmptyEntries))
+            {
+                parsedMetaData.Add(DataParsingService.DetermineActivityMetaData(item));
+            }
+        }
+
+        return parsedMetaData;
+    }
+
+    public SystemType GetSystemType()
+    {
+        return SystemType.Dna;
+    }
+}
@@ -0,0 +1,94 @@
+using LCU.Library.Internal.IncentiveApiModels.Entities;
+using LCU.Library.Internal.IncentiveApiModels.Enums;
+using LCU.API.Internal.Operations.IncentiveApiLib.Services;
+using LCU.API.Internal.Operations.IncentiveApi.Models.Constants;
+
+namespace LCU.API.Internal.Operations.IncentiveApi.Models.ExternalActivities;
+
+public class NewCheckingAccountActivity : IExternalActivity
+{
+    public long ActivityNbr { get; set; }
+    public DateTime ActivityDateTime { get; set; }
+    public long ResponsiblePersonNbr { get; set; }
+    public string ActivityTypeCode { get; set; }
+    public long SubjectAccountNbr { get; set; }
+    public string MinorAccountType { get; set; }
+    public string AssociateFirst { get; set; }
+    public string AssociateMiddleInit { get; set; }
+    public string AssociateLast { get; set; }
+    public string TaxPersonNbr { get; set; }
+    public string TaxOrgNbr { get; set; }
+    public string CurrentAccountStatus { get; set; }
+    public long BranchOrgNbr { get; set; }
+    public string BranchOrgName { get; set; }
+    public string EmployeeEmail { get; set; }
+    public DateTime AccountContractDate { get; set; }
+    public string TaxOrgName { get; set; }
+    public string TaxPersonName { get; set; }
+    public double? OriginalBalance { get; set; }
+    public string TaxPersonPhoneNumbers { get; set; }
+    public string TaxPersonEmailAddresses { get; set; }
+
+    public Activity MapToActivity()
+    {
+        return new Activity()
+        {
+            Product = GetProductType(),
+            Type = ActivityType.Sale,
+            SourceSystem = GetSystemType(),
+            SourceId = GetSourceId(),
+            SourceCreated = AccountContractDate,
+            Detail = new ActivityDetail()
+            {
+                MemberName = TaxOrgName ?? TaxPersonName,
+                DnaPersonNbr = ResponsiblePersonNbr.ToString(),
+                BranchOrgNbr = BranchOrgNbr.ToString(),
+                BranchOrgName = BranchOrgName,
+                SubjectPersonNbr = TaxPersonNbr,
+                SubjectOrgNbr = TaxOrgNbr,
+                AccountNumber = SubjectAccountNbr.ToString(),
+                AccountStatus = CurrentAccountStatus,
+                AccountBalance = OriginalBalance
+            },
+            MetaData = DataParsingService.MapActivityMetaData(new List<string> { TaxPersonPhoneNumbers, TaxPersonEmailAddresses }),
+            DepartmentId = -1,
+            EmployeeId = null,
+            EmployeeEmail = StandardizedEmail(),
+            Accepted = ActivityDateTime.Date.AddHours(12),
+            State = ActivityState.Created
+        };
+    }
+
+    public ActivityType GetActivityType()
+    {
+        return ActivityType.Sale;
+    }
+
+    public string GetSourceId()
+    {
+        return ActivityNbr.ToString();
+    }
+
+    public Product GetProductType()
+    {
+        return Product.NewChecking;
+    }
+
+    public SystemType GetSystemType()
+    {
+        if (
+            !string.IsNullOrWhiteSpace(EmployeeEmail)
+            && string.Equals(EmployeeEmail, SystemAppUserConstants.DigitalBankingEmail, StringComparison.CurrentCultureIgnoreCase)
+        )
+        {
+            return SystemType.DigitalBanking;
+        }
+
+        return SystemType.Dna;
+    }
+
+    public string StandardizedEmail()
+    {
+        return !string.IsNullOrWhiteSpace(EmployeeEmail) ? EmployeeEmail.ToUpper() : EmployeeEmail;
+    }
+}
@@ -0,0 +1,186 @@
+using LCU.Library.Internal.IncentiveApiModels.Entities;
+using LCU.Library.Internal.IncentiveApiModels.Enums;
+using LCU.API.Internal.Operations.IncentiveApiLib.Services;
+
+namespace LCU.API.Internal.Operations.IncentiveApi.Models.ExternalActivities;
+
+public class NewLoanSaleActivity : IExternalActivity
+{
+    public long ActivityNbr { get; set; }
+    public DateTime ActivityDateTime { get; set; }
+    public long SubjectAccountNbr { get; set; }
+    public long OriginatingPersonNbr { get; set; }
+    public string ActivityTypeCode { get; set; }
+    public string MajorAccountType { get; set; }
+    public string MinorAccountType { get; set; }
+    public string AssociateFirst { get; set; }
+    public string AssociateMiddleInit { get; set; }
+    public string AssociateLast { get; set; }
+    public string TaxPersonNbr { get; set; }
+    public string TaxOrgNbr { get; set; }
+    public string TaxOrgName { get; set; }
+    public string TaxPersonName { get; set; }
+    public DateTime AccountContractDate { get; set; }
+    public string CurrentAccountStatus { get; set; }
+    public long BranchOrgNbr { get; set; }
+    public string BranchOrgName { get; set; }
+    public string EmployeeEmail { get; set; }
+    public string LoanSourceCode { get; set; }
+    public decimal? LoanAmount { get; set; }
+    public DateTime? DebtProtectionEffectiveDate { get; set; }
+    public DateTime? DebtProtectionInactiveDate { get; set; }
+    public string DebtProtectionCategory { get; set; }
+    public DateTime? YoungestBirthdateOnLoan { get; set; }
+    public int HasOrgRoles { get; set; }
+    public string TaxPersonPhoneNumbers { get; set; }
+    public string TaxPersonEmailAddresses { get; set; }
+
+    public bool IsGapInsuranceEligible()
+    {
+        var isEligible = false;
+        if (!MinorAccountType.Equals("BE21", StringComparison.InvariantCultureIgnoreCase) && LoanAmount.HasValue && LoanAmount.Value <= 100000 && GetProductType() == Product.Vehicle)
+        {
+            isEligible = true;
+        }
+        Log.Information($"New Loan Sale ActivityNbr {ActivityNbr} - {GetProductType()} - {MinorAccountType} - {LoanAmount} GapEligible set: {isEligible} {DateTime.UtcNow} ");
+        return isEligible;
+    }
+
+    public DateTime? GapInsuranceEffectiveDate { get; set; }
+    public DateTime? GapInsuranceInactiveDate { get; set; }
+
+
+    static readonly List<string> DebtProtectionEligibleLoanTypes = new List<string>()
+        { "DV01", "DV02", "DV03", "DV04", "DV05", "DV06", "DV07", "DV08", "SC01", "SC02", "SG01" };
+
+    static readonly List<string> FirstMortgageEligibleLoanTypes = new List<string>()
+        { "FNMA", "FRML", "FRMH","MPFR","MJ30","HM01","HM02","MF10","HM03","HM04","DEF3","ML01","ML03",
+          "MJ03","MJ05","MJ07","MF15","MF20","MF30","MC93","MA55","MS30","MS10","MS15","MS20","MS40","MC09",
+          "ML02","MA01","MP05","MA05","MC01","MI05","MC03","MJ55","MC91","MF40","MS05","MS07","MI03","MA03",
+          "MA07","MA27","ML23","ML21","MP25","MC21","MA21","MJ27","HM05","MA23","MA25","MI25","MJ23","MJ25" };
+
+    static readonly TimeZoneInfo AssumedSourceTimezone = TimeZoneConverter.TZConvert.GetTimeZoneInfo("America/Chicago");
+
+    public Product GetProductType()
+    {
+        if (string.IsNullOrWhiteSpace(MinorAccountType))
+        {
+            Log.Error($"Null Loan Account Type: {MinorAccountType} for Activity with ActivityNbr: {ActivityNbr}");
+            throw new Exception("Could Not Determine Loan Account Type");
+        }
+
+        if (MinorAccountType.Equals("HE01", StringComparison.InvariantCultureIgnoreCase) ||
+            MinorAccountType.Equals("FE01", StringComparison.InvariantCultureIgnoreCase) ||
+            MinorAccountType.Equals("MF01", StringComparison.InvariantCultureIgnoreCase) ||
+            MinorAccountType.Equals("FE02", StringComparison.InvariantCultureIgnoreCase) ||
+            MinorAccountType.Equals("FLML", StringComparison.InvariantCultureIgnoreCase))
+        {
+            return Product.Mortgage;
+        }
+
+        if (MinorAccountType.Equals("SC01", StringComparison.InvariantCultureIgnoreCase) ||
+            MinorAccountType.Equals("SC02", StringComparison.InvariantCultureIgnoreCase) ||
+            MinorAccountType.Equals("SG01", StringComparison.InvariantCultureIgnoreCase))
+        {
+            return Product.DebtProtectionEligibleLoan;
+        }
+
+        if (IsFirstMortgageLoan(MinorAccountType))
+        {
+            return Product.FirstMortgageReferral;
+        }
+
+        return Product.Vehicle;
+    }
+
+    public bool IsFirstMortgageLoan(string minorAccountType)
+    {
+        if (!string.IsNullOrWhiteSpace(minorAccountType) && FirstMortgageEligibleLoanTypes.Contains(minorAccountType.ToUpperInvariant()))
+        {
+            return true;
+        }
+
+        return false;
+    }
+
+    public ActivityType GetActivityType()
+    {
+        return ActivityType.Sale;
+    }
+
+    public Activity MapToActivity()
+    {
+        const int addHours = 12;
+
+        return new Activity()
+        {
+            Product = GetProductType(),
+            Type = GetActivityType(),
+            SourceSystem = GetSystemType(),
+            SourceId = ActivityNbr.ToString(),
+            SourceCreated = AccountContractDate,
+            Detail = new ActivityDetail()
+            {
+                MemberName = TaxOrgName ?? TaxPersonName,
+                DnaPersonNbr = OriginatingPersonNbr.ToString(),
+                BranchOrgName = BranchOrgName,
+                BranchOrgNbr = BranchOrgNbr.ToString(),
+                SubjectPersonNbr = TaxPersonNbr,
+                SubjectOrgNbr = TaxOrgNbr,
+                AccountNumber = SubjectAccountNbr.ToString(),
+                AccountStatus = CurrentAccountStatus,
+                AccountBalance = (double?)LoanAmount,
+                DebtProtectionAddDate = DebtProtectionEffectiveDate?.Date.AddHours(addHours),
+                DebtProtectionRemoveDate = DebtProtectionInactiveDate?.Date.AddHours(addHours),
+                IsDebtProtectionEligible = IsEligibleForDebtProtection(),
+                IsGapInsuranceEligible = IsGapInsuranceEligible(),
+                GapInsuranceAddDate = GapInsuranceEffectiveDate?.Date.AddHours(addHours),
+                GapInsuranceRemoveDate = GapInsuranceInactiveDate?.Date.AddHours(addHours)
+            },
+            MetaData = DataParsingService.MapActivityMetaData(new List<string> { TaxPersonPhoneNumbers, TaxPersonEmailAddresses }),
+            DepartmentId = -1,
+            EmployeeId = null,
+            EmployeeEmail = EmployeeEmail,
+            Accepted = AccountContractDate.Date.AddHours(addHours),
+            State = ActivityState.Created
+        };
+    }
+
+    public string GetSourceId()
+    {
+        return ActivityNbr.ToString();
+    }
+
+    public bool IsEligibleForDebtProtection()
+    {
+        var age = AgeOfYoungestBorrower();
+        if (age == null || !DebtProtectionEligibleLoanTypes.Contains(MinorAccountType))
+        {
+            return false;
+        }
+
+        return age < 69 && HasOrgRoles == 0 && TaxOrgNbr == null;
+    }
+
+    public int? AgeOfYoungestBorrower()
+    {
+        if (YoungestBirthdateOnLoan == null)
+        {
+            return null;
+        }
+
+        var now = TimeZoneInfo.ConvertTime(DateTime.UtcNow, AssumedSourceTimezone);
+        var age = now.Year - YoungestBirthdateOnLoan.Value.Year;
+        if (now.DayOfYear > YoungestBirthdateOnLoan.Value.DayOfYear)
+        {
+            age--;
+        }
+
+        return age;
+    }
+
+    public SystemType GetSystemType()
+    {
+        return SystemType.Dna;
+    }
+}