PolicyDocumentsBatchService

Implements IPolicyDocumentsBatchService, running the batch release of pending policy output documents, generating email and task notifications to agencies/producers/marketing reps for newly released documents, reverting agencies whose paperless delivery has no active user, and creating underwriting hold-review tasks. It depends on IUnitOfWork for transactional repository access, IOutputDocumentQueryProvider for release-date and status lookups, ITaskFactory for creating marketing/underwriting tasks, IUserProfileService for the current user, IPolicyOutputDocumentRepository for held/pending document queries, IAgencyService for agency email lists and paperless-reversion candidates, IEmailService for sending notification emails, and INoteService (injected but not directly invoked in the reviewed code).

Purpose

• Releases all pending policy output documents whose document date has reached the current release date, recording per-document release details.
• Generates agency, producer, and direct-writer notifications (email and marketing tasks) for documents just released.
• Reverts agencies that have no responsible user back to paper delivery and emails an internal notice for each reversion.
• Creates underwriting tasks for documents held in the Pending Documents queue that need review.

Context

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

Public members

Member	Signature	Purpose
PolicyDocumentsBatchService(...)	public PolicyDocumentsBatchService(IUnitOfWork uow, IOutputDocumentQueryProvider queryProvider, ITaskFactory task, IUserProfileService profileService, IPolicyOutputDocumentRepository policyOutputDocumentRepository, IAgencyService agencyService, IEmailService emailService, INoteService noteService)	Validates every collaborator is non-null via Enforce.ArgumentNotNull and wires them in for use by the batch operations.
GetDocumentDate	public DateTime GetDocumentDate()	Returns the current output-document processing/release date from the query provider.
ReleaseDocuments	public DocumentReleaseResult ReleaseDocuments(bool reportOnly = false)	Within a transaction, marks all pending documents due for release as released, builds a DocumentReleaseResult describing each released document, generates notifications for them, and either commits (persisting the release) or rolls back when reportOnly is true; rolls back and rethrows on any error.
GenerateAllExternalAgencyNotifications	public IList<DocumentReleaseResult.ReleaseNotification> GenerateAllExternalAgencyNotifications(DateTime releaseDate, string fromEmailAddress, Boolean reportOnly)	Finds released, agency-inbox-viewable, unviewed documents for releaseDate, then emails and records notifications grouped by agency and by producer (excluding agency/producer duplicates); returns the combined notification list.
RevertUserlessAgencies(toEmail, reportOnly)	public AgencyRevertResults RevertUserlessAgencies(string toEmail, bool reportOnly)	Reverts userless agencies to paper delivery using "SYSTEM" as the acting user, delegating to the overload that accepts an explicit calling user.
RevertUserlessAgencies(toEmail, reportOnly, callingUser)	public AgencyRevertResults RevertUserlessAgencies(string toEmail, bool reportOnly, string callingUser)	For each agency flagged as reverting, unless reportOnly, turns off its paperless flag and pending paperless request and emails an internal notice; always returns the list of agencies that were (or would be) reverted with descriptive text.
SendInternalRevertingAgencyEmail	public void SendInternalRevertingAgencyEmail(string emailMessage, string toEmailAddress)	Sends a fixed-subject internal HTML email (from a hard-coded system address) reporting an agency paperless reversion, via _emailService.
GenerateHoldTasks	public DocumentHoldNotificationResult GenerateHoldTasks(bool reportOnly = false)	Within a transaction, finds held documents awaiting task notification, groups them by policy/document date/task user, creates an underwriting task per group via ITaskFactory.CreateUnderwritingTask, and returns a result describing documents processed and tasks created.

Behavioral notes

• ReleaseDocuments and GenerateHoldTasks both wrap their multi-step work in unitOfWork.Begin()/Commit()/Rollback(), and ReleaseDocuments additionally allows a "dry run" via the reportOnly flag that always rolls back after computing results.
• Notification generation groups documents by agency, by producer, and (for direct-writer/self-serviced policies) by policy/notification-text combination, truncating any resulting task text to 4000 characters before creating a marketing task.
• Direct-writer notifications are only generated when the SAIF house agency (Agency.SaifAgencyId) is paperless for policyholder-copy documents, and only for policies in a "regional" office (i.e. not the service-center or assigned-risk office).
• Emails sent through SendAgentEmailDocumentNotification are suppressed (constructed but not sent) whenever reportOnly is true.

Sources

• Services/SAIF.Services/OutputDocuments/PolicyDocumentsBatchService.cs