--- title: "PolicyOutputDocumentExtensions" summary: API reference for PolicyOutputDocumentExtensions status: draft owner: SAIF.Core documentation team last_reviewed: 2026-09-24 library: SAIF.Data.NHibernate reference_type: package --- # PolicyOutputDocumentExtensions `PolicyOutputDocumentExtensions` is a static class of `IQueryable` filter extension methods, composed by [PolicyOutputDocumentRepository](PolicyOutputDocumentRepository.md) to build its agency-viewability, status, and scoping queries. Each method appends exactly one `Where` clause and returns the query unchanged for further chaining, so callers build compound filters by chaining calls (e.g. `Query().AgencyViewable().Released().ForPolicyOrAccount()`); this pattern duplicates equivalent filter logic that exists in SAIF.Data's own `PolicyOutputDocumentExtensions` ([SDN-BR-061](../../business-rules.md#sdn-br-061-agencies-see-only-released%2C-agency-viewable-documents), `saif-data-nhibernate-analysis.md`). ## Purpose - Provide composable, single-purpose `IQueryable` filters for document status (`Released`/`Held`/`Pending`/`HeldAndPending`), agency visibility (`AgencyViewable`/`AgencyInboxViewable`/`AgencyDeleted`/`NotAgencyDeleted`/`NonViewed`), and scoping (policy, agency, producer, parent policy, category, relationship type, document types, release/document date), used by `PolicyOutputDocumentRepository` to assemble its agency-facing queries. ## Context - Namespace: `SAIF.Data.NHibernate.Repositories.OutputDocuments` - Assembly/package: `SAIF.Data.NHibernate` (ships inside the `SAIF.SAIFCode.Core` NuGet package) - Static class; all members are extension methods on `IQueryable` and return `IQueryable` for chaining. No base class or interface. ## Public members | Member | Signature | Purpose | | --- | --- | --- | | ForPolicy | `public static IQueryable ForPolicy(this IQueryable query, long policyNumber)` | Filters to documents whose `Policy.PolicyNumber` equals `policyNumber`. | | Released | `public static IQueryable Released(this IQueryable query)` | Filters to documents whose `DocumentStatus.Code` equals `DocumentStatusCode.ReleasedDocumentStatusCode` ([SDN-BR-061](../../business-rules.md#sdn-br-061-agencies-see-only-released%2C-agency-viewable-documents)). | | AgencyViewable | `public static IQueryable AgencyViewable(this IQueryable query)` | Filters to documents whose `OutputDocument.DocumentType.IsAgencyViewable` is `true` ([SDN-BR-061](../../business-rules.md#sdn-br-061-agencies-see-only-released%2C-agency-viewable-documents)). | | AgencyInboxViewable | `public static IQueryable AgencyInboxViewable(this IQueryable query)` | Filters to documents whose `OutputDocument.DocumentType.IsAgencyInboxViewable` is `true` ([SDN-BR-061](../../business-rules.md#sdn-br-061-agencies-see-only-released%2C-agency-viewable-documents)). | | Held | `public static IQueryable Held(this IQueryable query)` | Filters to documents whose `DocumentStatus.Code` equals `DocumentStatusCode.HeldDocumentStatusCode`. | | Pending | `public static IQueryable Pending(this IQueryable query)` | Filters to documents whose `DocumentStatus.Code` equals `DocumentStatusCode.PendingDocumentStatusCode`. | | HeldAndPending | `public static IQueryable HeldAndPending(this IQueryable query)` | Filters to documents whose `DocumentStatus.Code` is either `HeldDocumentStatusCode` or `PendingDocumentStatusCode`. | | ForAgency | `public static IQueryable ForAgency(this IQueryable query, long agencyId)` | Filters to documents whose `AgencyId` equals `agencyId`. | | AgencyDeleted | `public static IQueryable AgencyDeleted(this IQueryable query)` | Filters to documents whose `AgencyDeleteDate` is not null, i.e. documents the agency has marked deleted ([SDN-BR-060](../../business-rules.md#sdn-br-060-agency-inbox%3A-unread-%3D-not-viewed-and-not-agency-deleted)). | | NotAgencyDeleted | `public static IQueryable NotAgencyDeleted(this IQueryable query)` | Filters to documents whose `AgencyDeleteDate` is null, i.e. not agency-deleted ([SDN-BR-060](../../business-rules.md#sdn-br-060-agency-inbox%3A-unread-%3D-not-viewed-and-not-agency-deleted)). | | ReleasedOnOrAfter | `public static IQueryable ReleasedOnOrAfter(this IQueryable query, DateTime date)` | Filters to documents whose `ReleaseDate` is greater than or equal to `date`. | | ForProducer | `public static IQueryable ForProducer(this IQueryable query, long producerId)` | Filters to documents whose `AgentId` equals `producerId`. | | NonViewed | `public static IQueryable NonViewed(this IQueryable query)` | Filters to documents whose `AgencyViewed` is `false`, i.e. not yet viewed by the agency ([SDN-BR-060](../../business-rules.md#sdn-br-060-agency-inbox%3A-unread-%3D-not-viewed-and-not-agency-deleted)). | | ForCategory | `public static IQueryable ForCategory(this IQueryable query, string documentCategory)` | Returns `query` unfiltered if `documentCategory` is null/whitespace or equals `"ALL"`; otherwise filters to documents whose `OutputDocument.DocumentType.DocumentCategory.Code` equals `documentCategory` ([SDN-BR-062](../../business-rules.md#sdn-br-062-category-%22all%22-or-blank-means-no-filter)). | | ForParentPolicy | `public static IQueryable ForParentPolicy(this IQueryable query, long parentPolicyNumber)` | Filters to documents whose `Policy.RelationshipPolicy.PolicyNumber` equals `parentPolicyNumber` **and** whose own `Policy.PolicyNumber` differs from that relationship policy number — i.e. true child policies only, excluding the parent policy's own documents. | | ForRelationshipType | `public static IQueryable ForRelationshipType(this IQueryable query, string relationshipType)` | Returns `query` unfiltered if `relationshipType` is null/whitespace; otherwise filters to documents whose `Policy.Relationship.Code` equals `relationshipType`. | | ForDocumentTypes | `public static IQueryable ForDocumentTypes(this IQueryable query, string documentType)` | Filters to documents whose `OutputDocument.DocumentType.Code` is contained within the caller-supplied `documentType` string (a reversed `Contains` check: `documentType.Contains(p.OutputDocument.DocumentType.Code)`), intended for a delimited list of allowed type codes passed as a single string*. | | ForReleaseDate | `public static IQueryable ForReleaseDate(this IQueryable query, DateTime releaseDate)` | Filters to documents whose `ReleaseDate` equals `releaseDate` exactly. | | ForDocumentDate | `public static IQueryable ForDocumentDate(this IQueryable query, DateTime documentDate)` | Filters to documents whose `OutputDocument.DocumentDate` equals `documentDate` exactly. | ## Behavioral notes - Every method is a single `.Where()` clause with no side effects; none execute the query themselves — materialization (`ToList()`/`Any()`) happens in the calling repository method. - `ForDocumentTypes` uses `documentType.Contains(p.OutputDocument.DocumentType.Code)` — the containment check runs with the *document type code* as the needle and the caller-supplied `documentType` string as the haystack, which only behaves as a "type is in this delimited list" filter if `documentType` is a concatenation of type codes with no separator collisions; a single exact type code passed here would still match via substring containment, which can over-match if one code is a substring of another*. - `ForCategory` and `ForRelationshipType` both use the "blank means unfiltered" sentinel convention, but `ForCategory` additionally special-cases the literal string `"ALL"` while `ForRelationshipType` does not ([SDN-BR-062](../../business-rules.md#sdn-br-062-category-%22all%22-or-blank-means-no-filter)). ## Constraints and usage notes - These filters assume `IQueryable` navigation properties (`Policy`, `OutputDocument`, `DocumentStatus`, etc.) translate to SQL via NHibernate LINQ; calling them against an already-materialized `IEnumerable` would evaluate correctly but without SQL-side filtering, which the source does not do (all callers chain them directly on `Query()`/`EagerLoadQuery()` results before materializing)*. > **Note:** Statements marked with `†` are derived from dependency library > documentation via the Legends CLI. Statements marked with `*` were inferred > from code structure or contextual evidence. Statements marked with `**` could > not be confirmed; treat as unknown until verified. ## Related documentation - [Index](../../index.md) - [Overview](../../overview.md) - [Architecture](../../architecture.md) - [Dependencies](../../dependencies.md) - [Operations and processes](../../operations-processes.md) - [Business rules](../../business-rules.md) - [Database tables](../../database-tables.md) - [SQL catalog](../../sql/index.md) - [Procedures](../../procedures/index.md) - [Security and authorization](../../security-authorization.md) - [API reference](../index.md) ## Sources - `Data/SAIF.Data.NHibernate/Repositories/OutputDocuments/PolicyOutputDocumentRepository.cs`