Update unlocking provider reports and deactivate report process (#106)

* Update unlocking provider reports and deactivate report process

* Update version number when unlock

ECC.Core.DataContext/Entities/Entities.cs

@@ -54794,7 +54794,8 @@ public partial class Fields
 			public const string ofm_contactyominame = "ofm_contactyominame";
 			public const string ofm_current_version = "ofm_current_version";
 			public const string ofm_current_versionname = "ofm_current_versionname";
-			public const string ofm_duration = "ofm_duration";
+            public const string ofm_duedate = "ofm_duedate";
+            public const string ofm_duration = "ofm_duration";
 			public const string ofm_end_date = "ofm_end_date";
 			public const string ofm_facility = "ofm_facility";
 			public const string ofm_facility_survey_response = "ofm_facility_survey_response";
@@ -55220,8 +55221,24 @@ public string ofm_current_versionname
 				}
 			}
 		}
-
-		[Microsoft.Xrm.Sdk.AttributeLogicalNameAttribute("ofm_duration")]
+
+        [Microsoft.Xrm.Sdk.AttributeLogicalNameAttribute("ofm_duedate")]
+        public System.Nullable<System.DateTime> ofm_duedate
+        {
+            [System.Diagnostics.DebuggerNonUserCode()]
+            get
+            {
+                return this.GetAttributeValue<System.Nullable<System.DateTime>>("ofm_duedate");
+            }
+            [System.Diagnostics.DebuggerNonUserCode()]
+            set
+            {
+                this.SetAttributeValue("ofm_duedate", value);
+            }
+        }
+
+
+        [Microsoft.Xrm.Sdk.AttributeLogicalNameAttribute("ofm_duration")]
 		public string ofm_duration
 		{
 			[System.Diagnostics.DebuggerNonUserCode()]

OFM.Infrastructure.Plugins/ProviderReports/SetDueDate.cs

@@ -0,0 +1,97 @@
+using ECC.Core.DataContext;
+using Microsoft.Xrm.Sdk;
+using Microsoft.Xrm.Sdk.Messages;
+using Microsoft.Xrm.Sdk.Query;
+using System;
+using System.Collections.Generic;
+using System.Globalization;
+using System.Linq;
+
+namespace OFM.Infrastructure.Plugins.Provider_Reports
+{
+    /// <summary>
+    /// Plugin development guide: https://docs.microsoft.com/powerapps/developer/common-data-service/plug-ins
+    /// Best practices and guidance: https://docs.microsoft.com/powerapps/developer/common-data-service/best-practices/business-logic/
+    /// </summary>
+    public class SetDueDate : PluginBase
+    {
+        public SetDueDate(string unsecureConfiguration, string secureConfiguration)
+            : base(typeof(SetDueDate))
+        {
+            // TODO: Implement your custom configuration handling
+            // https://docs.microsoft.com/powerapps/developer/common-data-service/register-plug-in#set-configuration-data
+        }
+
+        // Entry point for custom business logic execution
+        protected override void ExecuteDataversePlugin(ILocalPluginContext localPluginContext)
+        {
+            if (localPluginContext == null)
+            {
+                throw new InvalidPluginExecutionException(nameof(localPluginContext), new Dictionary<string, string>() { ["failedRecordId"] = localPluginContext.Target.Id.ToString() });
+            }
+
+            localPluginContext.Trace("Start SetDueDate Plug-in");
+
+            if (localPluginContext.Target.Contains(ECC.Core.DataContext.ofm_survey_response.Fields.ofm_survey_responseid) && !localPluginContext.Target.Contains(ECC.Core.DataContext.ofm_survey_response.Fields.ofm_current_version))
+            {
+                // Getting latest data to get the value
+
+                using (var crmContext = new DataverseContext(localPluginContext.PluginUserService))
+                {
+                    var currentDate = DateTime.UtcNow;
+
+                    localPluginContext.Trace($"CurrentDate {currentDate}");
+
+                    //Set the duedate base on fiscal year and report month
+
+                    var fiscal_year_ref = localPluginContext.Target.GetAttributeValue<EntityReference>(ofm_survey_response.Fields.ofm_fiscal_year);
+                    var report_month_ref = localPluginContext.Target.GetAttributeValue<EntityReference>(ofm_survey_response.Fields.ofm_reporting_month);
+
+
+                    if (fiscal_year_ref != null && report_month_ref != null)
+                    {
+                        var fiscal_year = crmContext.ofm_fiscal_yearSet.Where(year => year.Id == fiscal_year_ref.Id).FirstOrDefault();
+                        var fiscal_year_start = fiscal_year.GetAttributeValue<DateTime>(ofm_fiscal_year.Fields.ofm_start_date);
+                        var fiscal_year_end = fiscal_year.GetAttributeValue<DateTime>(ofm_fiscal_year.Fields.ofm_end_date);
+
+                        //converted to PST to compare
+                        var fiscal_year_start_in_PST = TimeZoneInfo.ConvertTimeBySystemTimeZoneId(fiscal_year_start, "Pacific Standard Time");
+                        var fiscal_year_end_in_PST = TimeZoneInfo.ConvertTimeBySystemTimeZoneId(fiscal_year_end, "Pacific Standard Time");
+
+                        localPluginContext.Trace($"fiscal_year_start_in_PST {fiscal_year_start_in_PST}");
+                        localPluginContext.Trace($"fiscal_year_end_in_PST {fiscal_year_end_in_PST}");
+
+                        var report_month = crmContext.ofm_monthSet.Where(month => month.Id == report_month_ref.Id).FirstOrDefault();
+                        var report_month_name = report_month.GetAttributeValue<string>(ofm_month.Fields.ofm_name);
+
+                        localPluginContext.Trace($"report_month_name {report_month_name}");
+
+                        int month_num = DateTime.ParseExact(report_month_name, "MMMM", CultureInfo.CurrentCulture).Month;
+                        var report_month_date = (fiscal_year_start_in_PST <= new DateTime(fiscal_year_start.Year, month_num, 01, 0, 0, 0) && fiscal_year_end_in_PST >= new DateTime(fiscal_year_start.Year, month_num, 01, 0, 0, 0)) ? new DateTime(fiscal_year_start.Year, month_num, 01, 23, 59, 0): new DateTime(fiscal_year_end.Year, month_num, 01, 23, 59, 0);
+                        localPluginContext.Trace($"report_month_date {report_month_date}");
+
+                        var duedateInPST = report_month_date.AddMonths(2).AddDays(-1);
+
+                        TimeZoneInfo PSTZone = TimeZoneInfo.FindSystemTimeZoneById("Pacific Standard Time");
+
+                        var duedateInUTC = TimeZoneInfo.ConvertTimeToUtc(duedateInPST, PSTZone);
+
+                        localPluginContext.Trace($"duedateInPST {duedateInPST}");
+                        localPluginContext.Trace($"duedateInUTC {duedateInUTC}");
+
+                        //Update the duedate
+                        var entity = new ofm_survey_response
+                        {
+                            Id = localPluginContext.Target.Id,
+                            ofm_duedate = duedateInUTC
+                        };
+                        UpdateRequest updateRequest = new UpdateRequest { Target = entity };
+                        crmContext.Execute(updateRequest);
+                    }
+
+                    localPluginContext.Trace("Completed with no errors.");
+                }
+            }
+        }
+    }
+}

OFM.Infrastructure.WebAPI/Extensions/SetupInfo.cs

@@ -80,10 +80,10 @@ public static class Payments
         public static class FundingReports
         {
             public const Int16 CloneFundingReportResponseId = 600;
-            public const string CloneFundingReportResponseName = "Clone Funding Report Response";
+            public const string CloneFundingReportResponseName = "Clone Provider Report Responses";
 
-            public const Int16 GeneratePaymentLinesId = 505;
-            public const string GeneratePaymentLinesName = "Generate Payment Lines";
+            public const Int16 CloseDuedReportsId = 605;
+            public const string CloseDuedReportsName = "Automatically Close Provider Reports at the Due Date";
         }
         public static class Reporting
         {

OFM.Infrastructure.WebAPI/Program.cs

@@ -67,6 +67,7 @@
 services.AddScoped<ID365ProcessProvider, P510ReadPaymentResponseProvider>();
 services.AddScoped<ID365ProcessProvider, P600CloneFundingReportResponse>();
 services.AddScoped<ID365ProcessProvider, P610CreateQuestionProvider>();
+services.AddScoped<ID365ProcessProvider, P605CloseDuedReportsProvider>();
 
 services.AddScoped<D365Email>();
 services.AddScoped<ID365BackgroundProcessHandler, D365BackgroundProcessHandler>();

OFM.Infrastructure.WebAPI/Services/D365WebApi/D365WebApiService.cs

@@ -3,6 +3,7 @@
 using OFM.Infrastructure.WebAPI.Messages;
 using OFM.Infrastructure.WebAPI.Models;
 using OFM.Infrastructure.WebAPI.Services.Processes;
+using System.Net;
 using System.Text;
 using System.Text.Json;
 using System.Text.Json.Nodes;
@@ -113,13 +114,18 @@ public async Task<BatchResult> SendBatchMessageAsync(AZAppUser spn, List<HttpReq
 
         Int16 processed = 0;
         List<string> errors = [];
+        List<JsonObject> results = [];
 
         if (batchResponse.IsSuccessStatusCode)
             batchResponse.HttpResponseMessages.ForEach(async res =>
             {
                 if (res.IsSuccessStatusCode)
                 {
                     processed++;
+                    if (res.StatusCode != HttpStatusCode.NoContent)
+                    {
+                        results.Add(await res.Content.ReadFromJsonAsync<JsonObject>());
+                    }
                 }
                 else
                 {
@@ -139,7 +145,7 @@ public async Task<BatchResult> SendBatchMessageAsync(AZAppUser spn, List<HttpReq
             return batchResult;
         }
 
-        return BatchResult.Success(null, processed, requestMessages.Count); ;
+        return BatchResult.Success(results, processed, requestMessages.Count); ;
     }
 
     public async Task<HttpResponseMessage> SendBulkEmailTemplateMessageAsync(AZAppUser spn, JsonObject contentBody, Guid? callerObjectId)

OFM.Infrastructure.WebAPI/Services/Processes/FundingReports/P600CloneFundingReportResponse.cs

@@ -12,10 +12,12 @@
 using System.Diagnostics;
 using System.Net;
 using System.Net.Http;
+using System.Reflection.PortableExecutable;
 using System.Runtime.InteropServices.JavaScript;
 using System.Text.Json;
 using System.Text.Json.Nodes;
 using static OFM.Infrastructure.WebAPI.Extensions.Setup.Process;
+using JsonSerializer = System.Text.Json.JsonSerializer;
 
 namespace OFM.Infrastructure.WebAPI.Services.Processes.FundingReports;
 
@@ -102,7 +104,7 @@ public async Task<ProcessData> GetDataAsync()
             if (!response.IsSuccessStatusCode)
             {
                 var responseBody = await response.Content.ReadAsStringAsync();
-                _logger.LogError(CustomLogEvent.Process, "Failed to query email reminders with the server error {responseBody}", responseBody.CleanLog());
+                _logger.LogError(CustomLogEvent.Process, "Failed to query question response with the server error {responseBody}", responseBody.CleanLog());
 
                 return await Task.FromResult(new ProcessData(string.Empty));
             }
@@ -114,7 +116,7 @@ public async Task<ProcessData> GetDataAsync()
             {
                 if (currentValue?.AsArray().Count == 0)
                 {
-                    _logger.LogInformation(CustomLogEvent.Process, "No emails found with query {requestUri}", RequestUri);
+                    _logger.LogInformation(CustomLogEvent.Process, "No question response found with query {requestUri}", RequestUri);
                 }
                 d365Result = currentValue!;
             }
@@ -157,6 +159,25 @@ public async Task<JsonObject> RunProcessAsync(ID365AppUserService appUserService
         var newFundingReportResponse = await sendNewFundingReportResponseRequestResult.Content.ReadFromJsonAsync<JsonObject>();
         var newFundingReportResponseId = newFundingReportResponse?["ofm_survey_responseid"];
 
+        //Update the original funding report version number by 1
+        var orignialVersionNumber = (int)newFundingReportResponse?["ofm_version_number"];
+        var newVersionNumber = orignialVersionNumber + 1;
+
+        var updateFundingReportData = new JsonObject
+            {
+                {"ofm_version_number", newVersionNumber }
+            };
+
+        var updateFundingReportRequest = JsonSerializer.Serialize(updateFundingReportData);
+
+        var updateFundingReportResult = await d365WebApiService.SendPatchRequestAsync(_appUserService.AZSystemAppUser, $"ofm_survey_responses({_processParams.FundingReport.FundingReportId})", updateFundingReportRequest);
+
+        if (!updateFundingReportResult.IsSuccessStatusCode)
+        {
+            var responseBody = await updateFundingReportResult.Content.ReadAsStringAsync();
+            _logger.LogError(CustomLogEvent.Process, "Failed to deactivate the record with the server error {responseBody}", responseBody.CleanLog());
+        }
+
 
         //Fetch Question Response from the funding report response
         var questionResponseData = await GetDataAsync();
@@ -175,6 +196,7 @@ public async Task<JsonObject> RunProcessAsync(ID365AppUserService appUserService
 
                 //Create a new questionResponse
                 var newQuestionResponseRequest = new CreateRequest("ofm_question_responses", questionData);
+                newQuestionResponseRequest.Headers.Add("Prefer", "return=representation");
                 questionResponseRequestList.Add(newQuestionResponseRequest);
 
             }
@@ -188,6 +210,56 @@ public async Task<JsonObject> RunProcessAsync(ID365AppUserService appUserService
                 return sendQuestionResponseError.SimpleProcessResult;
             }
 
+
+            //Deactivate the copied funding report
+            var deactivateFundingReportData = new JsonObject
+            {
+                {"statuscode", 2 },
+                {"statecode", 1 }
+            };
+
+            var deactivateFundingReportRequest = JsonSerializer.Serialize(deactivateFundingReportData);
+
+            var deactivateFundingReportRequestResult = await d365WebApiService.SendPatchRequestAsync(_appUserService.AZSystemAppUser, $"ofm_survey_responses({newFundingReportResponseId})", deactivateFundingReportRequest);
+
+            if (!deactivateFundingReportRequestResult.IsSuccessStatusCode)
+            {
+                var responseBody = await deactivateFundingReportRequestResult.Content.ReadAsStringAsync();
+                _logger.LogError(CustomLogEvent.Process, "Failed to deactivate the record with the server error {responseBody}", responseBody.CleanLog());
+            }
+
+            //Deactivate the copied question responses
+            var createResult = sendquestionResponseRequestBatchResult.Result;
+
+            if(createResult?.Count() > 0)
+            {
+                List<HttpRequestMessage> deactivatedQuestionResponseRequestList = [];
+
+                foreach (var res in createResult)
+                {
+                    var deactivatedQuestionResponseId = res["ofm_question_responseid"].ToString();
+                    var deactivateQuestionResponseData = new JsonObject
+                    {
+                        {"statuscode",  2},
+                        {"statecode", 1 }
+                    };
+                    deactivatedQuestionResponseRequestList.Add(new D365UpdateRequest(new EntityReference("ofm_question_responses", new Guid(deactivatedQuestionResponseId)), deactivateQuestionResponseData));
+
+
+                }
+
+                var deactivatedQuestionResponseRequestResult = await d365WebApiService.SendBatchMessageAsync(appUserService.AZSystemAppUser, deactivatedQuestionResponseRequestList, null);
+
+                if (deactivatedQuestionResponseRequestResult.Errors.Any())
+                {
+                    var deactivatedQuestionResponseError = ProcessResult.Failure(ProcessId, deactivatedQuestionResponseRequestResult.Errors, deactivatedQuestionResponseRequestResult.TotalProcessed, deactivatedQuestionResponseRequestResult.TotalRecords);
+                    _logger.LogError(CustomLogEvent.Process, "Failed to deactivate question response with an error: {error}", JsonValue.Create(deactivatedQuestionResponseError)!.ToString());
+
+                    return deactivatedQuestionResponseError.SimpleProcessResult;
+                }
+
+            }
+
         }
 
         _logger.LogInformation(CustomLogEvent.Process, "A new copy of funding report response is created");