---
title: GenerateTasksService
summary: API reference for GenerateTasksService.
status: draft
owner: SAIF Doc Gen
last_reviewed: 2026-09-24
library: SAIF.Services
reference_type: package
---

# GenerateTasksService

Implements `IGenerateTasksService`, the nightly batch job that creates follow-up `Task` records for Collections credit representatives based on policy/third-party payment activity, expired debtor locations, cases at minimum balance, and expiring judgments. It depends on `IUserProfileService` to attribute the created/removed tasks to the running batch user, `IUnitOfWork` for all task/case/policy persistence, and `ICollectionsRepository` for the underlying payment and expired-location queries.

## Purpose
- Removes tasks previously created by the current batch user on today's date before regenerating them, avoiding duplicate task accumulation across re-runs.
- Creates tasks for cases with missing policy payments and third-party payments posted since the previous work day.
- Creates tasks for debtors whose policy address/location has expired.
- Creates tasks for cases whose balance has just been brought to the $100 minimum.
- Creates tasks for cases with a judgment expiring within 90 days.

## Context
- Namespace: `SAIF.Services.Collections`
- Assembly/package: `SAIF.Services` (packaged inside the `SAIF.SAIFCode.Core` NuGet package)

## Public members
| Member | Signature | Purpose |
| --- | --- | --- |
| UnitOfWork | `protected readonly IUnitOfWork UnitOfWork` | Repository/transaction gateway used for all task, case, and policy persistence in this service. |
| CollectionsRepo | `protected readonly ICollectionsRepository CollectionsRepo` | Supplies the missing-policy-payment, third-party-payment, expired-location, and minimum-balance query results consumed when generating tasks. |
| ProfileService | `protected readonly IUserProfileService ProfileService` | Resolves the current batch user for create/update attribution and for identifying the tasks to remove before regeneration. |
| PolicyQuery | `protected IQueryable<SAIF.Data.Model.Policies.Policy> PolicyQuery { get; }` | Query root over the Policy repository, used to look up the policy associated with each task's case. |
| GenerateTasksService(...) | `public GenerateTasksService(IUserProfileService profile, IUnitOfWork unitOfWork, ICollectionsRepository collectionsRepo)` | Wires in the profile, unit-of-work, and collections repository collaborators, enforcing that the repository and unit of work are non-null. |
| BatchTasks | `public void BatchTasks(DateTime prevWorkDay, ILogWriter controlLog, ILogWriter errorReport)` | Runs the full nightly task-generation sequence in order: removes existing tasks, then adds policy-payment, third-party-payment, expired-location, minimum-balance, and expiring-judgment tasks, logging progress to `controlLog`. |
| ThirdPartyPaymentTasks | `public void ThirdPartyPaymentTasks(DateTime prevWorkDay, ILogWriter controlLog, ILogWriter errorReport)` | Adds a task for each third-party payment posted since `prevWorkDay`, describing the amount and posting date, inside one committed unit-of-work transaction. |
| DebtorsWithExpiredLocTasks | `public void DebtorsWithExpiredLocTasks(DateTime selectDate, ILogWriter controlLog, ILogWriter errorReport)` | Adds a "Policy address expired. Please review." task for each debtor whose policy location expired as of `selectDate`, inside one committed unit-of-work transaction. |
| JudgmentExpiringTasks | `public void JudgmentExpiringTasks(DateTime selectDate, ILogWriter controlLog, ILogWriter errorReport)` | Adds a task noting the judgment expiration date for each active case whose judgment will expire between `selectDate` and 90 days from today, inside one committed unit-of-work transaction, and logs the count generated. |

## Behavioral notes
- `BatchTasks` first deletes (soft-deletes via `IsDeleted = true`) all tasks created by the current user on today's date, so re-running the batch on the same day does not duplicate tasks*.
- All task-creation methods open a single `UnitOfWork.Begin()`/`Commit()` transaction per phase, so a failure partway through one phase would leave that phase's changes uncommitted*.
- Every created task is stamped with fixed reference codes: `TaskSource = "COLL"`, `TaskCategory = "COLL"`, `TaskAction = "NONE"`, and `TaskPriority = "MED"`, and is attributed to the current user via `ProfileService.GetCurrentUser().UserId`.
- The judgment-expiration query filters at the database level (years, balance, non-closed status) but performs the actual 90-day expiration-window comparison in memory because the underlying date-arithmetic comparison is not supported by the LINQ provider (noted in-code as "this throws a not supported error").

> **Note:** Statements marked with * were inferred from code structure, naming conventions, or
> contextual evidence where direct confirmation was not available in source artifacts. Statements
> marked with ** could not be confirmed; treat as unknown until verified.

## Sources
- Services/SAIF.Services/Collections/GenerateTasksService.cs