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Coverage B task management

Coverage B tasks are a Task-source-system variant (TaskSourceSystem.CoverageB) with their own claim-binding, category-description lookup, and validation rules. clsCoverageBTask and clsCoverageBTaskCollection are documented as a single operation because both are driven by the same Coverage B rule set and business object family: the collection resolves the tasks and their claim/category context, and the task object enforces Coverage B–specific validation before saving through the inherited BOF pipeline.

Field Value
Operation ID OP-TC-03
Trigger Caller calls clsCoverageBTaskCollection.GetTasks(dpi, criteria) to retrieve, or clsCoverageBTask.NewTask(dpi, claimId[, createUser]) to create, followed by property edits and Save()/SaveChild()
Inputs IDataPortalInfo; CoverageBTaskCriteria (claim list, filter dates) for retrieval; ClaimID/ClaimNum, Text, TaskDate, MailID, CreateUser for create/save
Outputs Populated clsCoverageBTaskCollection; saved clsCoverageBTask row; resolved WorkerName and category description; broken-rule collection on validation failure
Primary components clsCoverageBTaskCollection.GetTasks, clsCoverageBTaskCollection.AddClaimNum, clsCoverageBTaskCollection.GetCategoryDescr, clsCoverageBTask.NewTask, clsCoverageBTask.PostFill, clsCoverageBTask.AddBusinessRules, clsCoverageBTask.OverrideRules, clsCoverageBTask.Save
Entry point Business\SAIF.Business.Tasks.Claim\clsCoverageBTaskCollection.vb

Steps

  1. Retrieve. clsCoverageBTaskCollection.GetTasks(dpi, criteria) sets criteria.DataPortalInfo, calls AddTaskSourceSystem(TaskSourceSystem.CoverageB) to restrict the retrieve to Coverage B tasks, and calls dpi.DataAccessLayer.RetrieveObject(criteria).

Origin: The filtered collection query and row-materialization pipeline are implemented by clsTaskCollection in SAIF.Business.Tasks. That library is documented in the previous format, so no per-operation page exists; see Retrieve task collection in the SAIF.Business.Tasks documentation set. 2. Filter by claim number. CoverageBTaskCriteria.AddClaimNum(claimNum) creates a throwaway clsCoverageBTask bound to claim ID 0, sets its ClaimNum (which resolves clsClaimData and derives ClaimID), and adds the resolved ClaimID to ClaimList — an alternative to filtering by claim ID directly. 3. Create. NewTask(dpi, claimId[, createUser]) builds a Criteria with the claim ID (and create user, if supplied) and calls dpi.DataAccessLayer.CreateObject(crit). The constructor sets TaskDateModifier = TaskDateModifierType.NextWorkDay. 4. BOF Create() override. Sets ClaimID from the criteria and calls GetClaimData(), loading clsClaimData for the claim if not already cached. 5. PostFill() unconditionally calls GetClaimData() — unlike clsClaimTask, Coverage B tasks always resolve claim data regardless of whether the task is claim-bound at fill time. 6. ClaimNum property setter. Re-resolves clsClaimData for the new claim number (treating a passed-in Nothing as an empty string), sets ClaimID, and runs the ClaimNum rule check. 7. WorkerName is read-only and returns m_ClaimData.WorkerName.Last, or empty when no claim data is resolved yet. 8. CategoryDescr resolves the category description for CategoryCode: if the task IsChild, it delegates to the parent collection's GetCategoryDescr; otherwise it loads a clsTaskCategoryCodeCollection for the Coverage B source and looks up the code directly. 9. Validation (AddBusinessRules). Two rules are registered in addition to those inherited from clsTask: - ValidClaimNum (BR-007) — skipped when deleted; fails when ClaimID = 0; fails with "Claim number is not a Coverage B Claim." when the resolved claim's CoverageCode <> "B". - CommonBusinessRules.TextRequired (BR-008) — enforces non-empty task text.

 > **Origin**: `CommonBusinessRules.TextRequired` is implemented in `SAIF.BOF.Business`; see [CommonBusinessRules](../../saif-business/api/SAIF.Business/commonbusinessrules.md) in the `SAIF.BOF.Business` documentation set.

  1. Due-date override (OverrideRules). For the inherited "TASK2" due-date rule, if the task IsDirty, is not Deleted, and TaskDate is before today or after one year from today: OverrideRules replaces the rule's message with "Error: Due date must be between today and one year from today." and forces the result to False (BR-012).

    Origin: The base "TASK2" rule and the OverrideRules extension point are implemented by clsTask in SAIF.Business.Tasks. That library is documented in the previous format, so no per-operation page exists; see Operations and processes in the SAIF.Business.Tasks documentation set. 11. Save. Save() and SaveChild() both call ApplyEdit() then the corresponding base method, delegating persistence to the inherited BOF task save pipeline.

    Origin: Insert, update, and soft-delete persistence for the underlying TASK row are implemented by clsTask in SAIF.Business.Tasks. That library is documented in the previous format, so no per-operation page exists; see Insert task, Update task, and Soft-delete task in the SAIF.Business.Tasks documentation set. 12. Copy and complete. CopyTo(mailID) creates a fresh task bound to the same claim via NewTask, copies fields with the inherited CopyTask, and sets the new task's MailID. MarkCompleted() always sets the delete flag and marks the task dirty (unlike clsClaimTask, Coverage B tasks have no notepad-entry gate).

Process flow

The following diagram visualizes Coverage B task retrieval, creation, validation (including the due-date override), and save.

flowchart TD
    Start([GetTasks or NewTask]) --> Which{Retrieve or create?}
    Which -->|Retrieve| SetSource[AddTaskSourceSystem CoverageB]
    SetSource --> RetrieveCall[RetrieveObject executes<br>inherited BOF collection query]
    RetrieveCall --> DoneRetrieve([Return collection])
    Which -->|Create| CreateTask[Create: set ClaimID,<br>GetClaimData]
    CreateTask --> PostFillStep[PostFill: GetClaimData<br>always resolved]
    PostFillStep --> Edit[Caller sets ClaimNum,<br>Text, TaskDate...]
    Edit --> Validate{ValidClaimNum,<br>TextRequired}
    Validate -->|Fails| Errors([Broken rules returned])
    Validate -->|Passes| Override{TASK2 override:<br>due date within 1 year?}
    Override -->|No| DateError([Due-date error added])
    Override -->|Yes| Save[Save / SaveChild]
    Save --> Persist[Inherited clsTask<br>insert/update/delete]
    Persist --> DoneSave([Task persisted])

Failure and edge-case behavior

  • ValidClaimNum blocks the save both when the claim is unresolved (ClaimID = 0) and when the resolved claim is not a Coverage B claim, but a deleted task bypasses the check entirely.
  • The OverrideRules due-date narrowing only applies to dirty, non-deleted tasks; it does not run for tasks that are already clean or marked for deletion.
  • CategoryDescr depends on the task's parent collection when the task IsChild; a standalone task always issues its own clsTaskCategoryCodeCollection lookup.*
  • AddClaimNum silently does nothing when passed an empty claim number, rather than raising a validation error.

Note: Statements marked with * were inferred from code structure, naming conventions, or contextual evidence where direct confirmation was not available in source artifacts.

Sources

  • Business\SAIF.Business.Tasks.Claim\clsCoverageBTask.vb
  • Business\SAIF.Business.Tasks.Claim\clsCoverageBTaskCollection.vb