--- title: ReportingService summary: API reference for ReportingService. status: draft owner: SAIF Doc Gen last_reviewed: 2026-09-24 library: SAIF.Services reference_type: package --- # ReportingService Implements `IReportingService`, driving the batch certificate print/distribution run: it pulls certificates ready for distribution (via `ICertificateService`), splits recipients by delivery preference (`ICertificatePreferenceService`) into mail-vs-email/fax groups, generates and images PDF certificate and summary-list reports (via the certificate `IDocumentService` and the utility `SAIF.Core.Services.Documents.IDocumentService`), sends email/fax copies directly to policyholders whose preference is `Email` or `Fax` (via `IEmailService`/`IFaxService`), writes progress and control-report lines to a supplied `ILogWriter`, and marks processed certificates as printed for the certificate-holder copy, the policyholder copy, or both — all print/imaging/update work for the mail-delivery path is wrapped in a single `IUnitOfWork` transaction per batch run. ## Purpose - Orchestrates a full certificate batch-print run: selecting eligible certificates, branching by delivery method, generating certificate and summary reports, submitting them to imaging, emailing/faxing where applicable, and marking certificates as printed. - Generates and delivers an individual policy's renewal certificate report or renewal summary report to its policyholder by email or fax, immediately marking those certificates' policyholder-copy print status inside its own transaction. - Updates a certificate's certificate-holder print status, policyholder print status, or both, recording the print/imaging status change against the underlying data record. ## Context - Namespace: `SAIF.Services.Policies.Certificates` - Assembly/package: `SAIF.Services` (packaged inside the `SAIF.SAIFCode.Core` NuGet package). ## Public members | Member | Signature | Purpose | | --- | --- | --- | | ReportingService (constructor) | `public ReportingService(IUnitOfWork unitOfWork, ICertDocumentService certificateDocumentService, ICertificateService certificateService, ICertificatePreferenceService certificatePreferenceService, IEmailService emailService, IFaxService faxService, UtilDocument.IDocumentService utilDocumentService)` | Wires the unit of work, certificate document service, certificate service, preference service, email/fax services, and the utility document/imaging service used throughout the batch reporting workflow. | | GenerateCertificateBatchReports | `public CertificateBatchPrintResult GenerateCertificateBatchReports(CertificateBatchPrintArguments batchPrintArguments, ILogWriter controlReport)` | Retrieves all certificates ready for batch distribution via `ICertificateService.GetCertificatesReadyForBatchDistribution` and delegates to the overload that processes an explicit certificate list. | | GenerateCertificateBatchReports (overload) | `public CertificateBatchPrintResult GenerateCertificateBatchReports(CertificateBatchPrintArguments batchPrintArguments, IList certificatesToProcess, ILogWriter controlReport)` | Runs the full batch: writes control-report progress lines, exits early if no certificates need printing, splits certificates by delivery preference into email/fax vs. mail groups, sends email/fax copies immediately, then — inside a single transaction — generates the printed certificate report and printed summary report, marks all mail-delivered certificates as printed (both copies), commits, and returns counts of certificate reports and summary reports generated. | | GenerateCertificateReportForPolicy | `public void GenerateCertificateReportForPolicy(CertificatePreference policyPreference, IList certificates, CertificateBatchPrintArguments batchPrintArguments, ILogWriter controlReport)` | For a single policy's certificate list (no-ops if empty), generates the policyholder-copy PDF stream, submits it to imaging with a "Renewal Certificates" comment, writes a control-report line per certificate, sends the report to the policyholder via email or fax based on their delivery preference, then transactionally marks the certificates' policyholder-copy print status as printed. | | GenerateCertificateSummaryReportForPolicy | `public void GenerateCertificateSummaryReportForPolicy(CertificatePreference policyPreference, IList certificateSummaryList, string updateUser, ILogWriter controlReport)` | For a single policy's renewal-summary certificate list (no-ops if empty), generates the summary-report PDF stream, submits it to imaging with an "OSC summary list" or "Renewal summary list" comment depending on certificate type, writes a control-report line per certificate, sends the report to the policyholder via email or fax, then transactionally marks the certificates' policyholder-copy print status as printed. | | UpdateCertificatesAsPrinted | `public void UpdateCertificatesAsPrinted(IEnumerable certificatesToUpdate, WhichPrintStatus whichPrintStatus, string updateUser)` | Iterates the given certificates and marks each one's certificate-holder print status, policyholder print status, or both (per `whichPrintStatus`) as `Printed`, stamping the underlying data record's update user and update date. | ## Behavioral notes - `GenerateCertificateBatchReports` (list overload) returns an empty `CertificateBatchPrintResult` immediately, after logging "No data found - application terminating.", when there are no certificates ready to print for either the certificate-holder or policyholder copy. - The email/fax delivery path (`GenerateEmailAndFaxReportsForPolicy`, private) is executed outside the main transaction, before `unitOfWork.Begin()`, while the mail/print/imaging path runs inside the transaction — so an email/fax send failure does not roll back any already-completed send, but a failure during the mail/imaging/update phase does.* - `SendReportToPolicyHolder` (private) does nothing if the generated stream has zero length, and otherwise dispatches via `CertificateEmailer.SendEmailstoStakeHolders` for `Email` preference or builds a `FaxConfig`/`FaxRecipient` (prefixing the fax number with `"91"`) for `Fax` preference. - `GenerateCertificateReportForPolicy` and `GenerateCertificateSummaryReportForPolicy` each open and commit their own `unitOfWork` transaction after sending the report, separate from the transaction used by the main `GenerateCertificateBatchReports` batch run. - A source comment documents a prior production fix ("marbur 9/25/14") that corrected an over-aggressive LINQ filter excluding non-renewal and certificate-holder certificates from the printed certificate report. ## Constraints and usage notes - The nested `WhichPrintStatus` enum (`Certificate`, `Policyholder`, `Both`) controls which print-status field(s) `UpdateCertificatesAsPrinted`/`MarkCertificateAsPrinted` update; see the `WhichPrintStatus` reference page for its full member list. - Callers driving `GenerateCertificateReportForPolicy`/`GenerateCertificateSummaryReportForPolicy` directly (outside the batch run) are responsible for ensuring the certificate list belongs to a single policy, since imaging and mailing metadata are derived from the first certificate in the list.* > **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/Policies/Certificates/ReportingService.cs`