LegalNotesService

Owns the create/update/delete lifecycle and printable-report generation for legal case notes, computing per-note edit permissions from the current user's supervisor authorization, note age, and the work-calendar-derived 2-business-day edit window, and persisting changes inside IUnitOfWork transactions with optimistic-concurrency checks on UpdateNumber.

Purpose

• Retrieves notes for a case, optionally filtered by date range and category, each annotated with computed CanEdit/CanEditNoteInfo permissions.
• Creates and updates legal notes (append or full-text replace), validating input via IValidationService and rejecting edits from unauthorized users.
• Deletes a note, refusing system-created notes and notes outside the user's edit window/permissions.
• Generates a printable PDF of a filtered note list via IDocumentService.GeneratePdf, using an XML report payload.
• Reports whether the current user holds note-update authorization (LNUpdate) and returns the list of legal note categories.

Context

• Namespace: SAIF.Services.Legal.Notes
• Assembly/package: SAIF.Services (packaged inside the SAIF.SAIFCode.Core NuGet package).

Public members

Member	Signature	Purpose
LegalNotesService (constructor)	public LegalNotesService(IUnitOfWork unitOfWork, IUserProfileService userProfileService, IValidationService validationService, IDocumentService documentService, IWorkCalendarService workCalendarService)	Wires the unit of work, user-profile, validation, document, and work-calendar collaborators (exposed as protected fields for subclass reuse), and captures the current user and user ID at construction time.
IsUpdateUser	public bool IsUpdateUser()	Returns whether the current user holds LNUpdate authorization.
GetNotes	public IEnumerable<LegalNote> GetNotes(LegalNoteSearchCriteria criteria)	Returns notes for the case matching optional from/thru date and category-code filters, each with CanEdit/CanEditNoteInfo computed; throws ArgumentNullException if criteria.CaseId is 0.
GetNote	public LegalNote GetNote(long noteId)	Returns the single note mapped with computed edit permissions, or null if not found.
UpdateNote	public LegalNote UpdateNote(LegalNote note, IMessageContainer messageContainer)	Validates and updates the note (appending or replacing text, updating category) inside a transaction with an UpdateNumber concurrency check; returns an empty LegalNote (with an error added) if the user is unauthorized, validation fails, or the record was concurrently modified; throws Exception if the note cannot be found.
DeleteNote	public void DeleteNote(long noteId, IMessageContainer messageContainer)	Deletes the note transactionally after confirming it is not system-created and the current user's computed CanEdit permission allows it; adds the corresponding error and returns without deleting otherwise.
GetCategories	public IEnumerable<NoteCategory> GetCategories()	Returns all legal note categories ordered by description.
PrintNotes	public byte[] PrintNotes(LegalNoteSearchCriteria filter)	Generates a PDF of the filtered note list via IDocumentService.GeneratePdf, using an XML representation built from GetNotes.
CreateNote	public LegalNote CreateNote(LegalNote note, IMessageContainer messageContainer)	Validates and creates a new note tied to the resolved legal case inside a transaction; returns an empty LegalNote (with an error added) if the user is unauthorized or validation fails; throws ArgumentException if the case cannot be found.

Behavioral notes

• A static constructor calls CreateMappings(), registering the LegalNote/LegalNoteCategory AutoMapper mappings and LegalMappingHelper.MapLegalService() once per process.
• SetNoteAccessProperties computes CanEdit as: the note is less than 2 business days old (via IWorkCalendarService.NextWorkDay applied twice, with a less-than-7-calendar-days pre-filter for performance) and the current user is the note's creator or a supervisor (LNNoteSupervisor) and the note is not system-created.
• UpdateNote/CreateNote both reject the call up front (before validation or persistence) when the current user is not authorized for LNUpdate.
• UpdateNote supports append-mode: when AppendText is non-blank, the new text is appended (via AppendNoteText, with a formatted timestamp/user header) rather than replacing Text outright.
• CleanseNoteText strips non-ASCII Unicode characters and replaces vertical-tab characters with the platform newline before persisting note text.
• DeleteNote refuses to delete a note flagged IsSystemCreatedNote, and separately refuses if the note's computed CanEdit is false (too old or unauthorized), each with a distinct error message.

Constraints and usage notes

• Only unitOfWork, userProfileService, validationService, and documentService are null-checked in the constructor via Enforce.ArgumentNotNull; workCalendarService is not validated for null.*
• Several protected fields/collaborators (UnitOfWork, UserProfileService, ValidationService, DocumentService, WorkCalendarService, CurrentUserId, CurrentUser) are exposed with protected accessibility rather than private, suggesting the class is designed to be subclassed or extended within the assembly.*

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/Legal/Notes/LegalNotesService.cs