//TODO:Handle exceptions;
//TODO: Inspect the working of Generics;
public BulkAPIResponse <ZCRMEntity> DeleteRecords(List <long> entityIds)
{
if (entityIds.Count > 100)
{
throw new ZCRMException("Cannot process more than 100 records at a time");
}
try{
requestMethod = APIConstants.RequestMethod.DELETE;
urlPath = module.ApiName;
requestQueryParams.Add("ids", CommonUtil.CollectionToCommaDelimitedString(entityIds));
BulkAPIResponse <ZCRMEntity> response = APIRequest.GetInstance(this).GetBulkAPIResponse <ZCRMEntity>();
List <EntityResponse> responses = response.BulkEntitiesResponse;
foreach (EntityResponse entityResponse in responses)
{
JObject entityResponseJSON = entityResponse.ResponseJSON;
JObject recordJSON = (JObject)entityResponseJSON.GetValue("details");
ZCRMRecord record = ZCRMRecord.GetInstance(module.ApiName, Convert.ToInt64(recordJSON.GetValue("id")));
entityResponse.Data = record;
}
return(response);
}catch (Exception) {
//TODO: Log the info;
//TODO: Inspect the throw statement and compare the parameters with java sdk;
Console.WriteLine("Exception occured in DeleteRecords");
throw new ZCRMException("ZCRM_INTERNAL_ERROR");
}
}
private BulkAPIResponse <ZCRMRecord> SearchRecords(string searchKey, string searchValue, Dictionary <string, string> methodParams)
{
try
{
requestMethod = APIConstants.RequestMethod.GET;
urlPath = module.ApiName + "/search";
requestQueryParams.Add(searchKey, searchValue);
foreach (KeyValuePair <string, string> methodParam in methodParams)
{
requestQueryParams.Add(methodParam.Key, methodParam.Value);
}
BulkAPIResponse <ZCRMRecord> response = APIRequest.GetInstance(this).GetBulkAPIResponse <ZCRMRecord>();
List <ZCRMRecord> recordsList = new List <ZCRMRecord>();
JObject responseJSON = response.ResponseJSON;
if (responseJSON.ContainsKey(APIConstants.DATA))
{
JArray recordsArray = (JArray)responseJSON[APIConstants.DATA];
foreach (JObject recordDetails in recordsArray)
{
ZCRMRecord record = ZCRMRecord.GetInstance(module.ApiName, Convert.ToInt64(recordDetails["id"]));
EntityAPIHandler.GetInstance(record).SetRecordProperties(recordDetails);
recordsList.Add(record);
}
}
response.BulkData = recordsList;
return(response);
}
catch (Exception e) when(!(e is ZCRMException))
{
ZCRMLogger.LogError(e);
throw new ZCRMException(APIConstants.SDK_ERROR, e);
}
}
public BulkAPIResponse <ZCRMRecord> GetRecords(long?cvId, string sortByField, CommonUtil.SortOrder?sortOrder, int page, int perPage, string modifiedSince, string isConverted, string isApproved, List <string> fields)
{
try
{
requestMethod = APIConstants.RequestMethod.GET;
urlPath = module.ApiName;
if (cvId != null)
{
requestQueryParams.Add("cvid", cvId.ToString());
}
if (sortByField != null)
{
requestQueryParams.Add("sort_by", sortByField);
}
if (sortOrder != null)
{
requestQueryParams.Add("sort_order", sortOrder.ToString());
}
requestQueryParams.Add(APIConstants.PAGE, page.ToString());
requestQueryParams.Add(APIConstants.PER_PAGE, perPage.ToString());
if (isApproved != null && isApproved != "")
{
requestQueryParams.Add("approved", isApproved);
}
if (isConverted != null && isConverted != "")
{
requestQueryParams.Add("converted", isConverted);
}
if (fields != null)
{
requestQueryParams.Add("fields", CommonUtil.CollectionToCommaDelimitedString(fields));
}
if (modifiedSince != null && modifiedSince != "")
{
requestHeaders.Add("If-Modified-Since", modifiedSince);
}
BulkAPIResponse <ZCRMRecord> response = APIRequest.GetInstance(this).GetBulkAPIResponse <ZCRMRecord>();
List <ZCRMRecord> records = new List <ZCRMRecord>();
JObject responseJSON = response.ResponseJSON;
if (responseJSON.ContainsKey(APIConstants.DATA))
{
JArray recordsArray = (JArray)responseJSON[APIConstants.DATA];
foreach (JObject recordDetails in recordsArray)
{
ZCRMRecord record = ZCRMRecord.GetInstance(module.ApiName, Convert.ToInt64(recordDetails["id"]));
EntityAPIHandler.GetInstance(record).SetRecordProperties(recordDetails);
records.Add(record);
}
}
response.BulkData = records;
return(response);
}
catch (Exception e) when(!(e is ZCRMException))
{
ZCRMLogger.LogError(e);
throw new ZCRMException(APIConstants.SDK_ERROR, e);
}
}
public ZCRMInventoryLineItem GetZCRMInventoryLineItem(JObject lineItemJSON)
{
JObject productDetails = (JObject)lineItemJSON["product"];
long lineItemId = Convert.ToInt64(lineItemJSON["id"]);
ZCRMInventoryLineItem lineItem = ZCRMInventoryLineItem.GetInstance(lineItemId);
ZCRMRecord product = ZCRMRecord.GetInstance("Products", Convert.ToInt64(productDetails["id"]));
product.LookupLabel = (string)productDetails["name"];
lineItem.Product = product;
lineItem.Description = (string)lineItemJSON["product_description"];
lineItem.Quantity = Convert.ToDouble(lineItemJSON["quantity"]);
lineItem.ListPrice = Convert.ToDouble(lineItemJSON["list_price"]);
lineItem.UnitPrice = Convert.ToDouble(lineItemJSON["unit_price"]);
lineItem.Total = Convert.ToDouble(lineItemJSON["total"]);
lineItem.Discount = Convert.ToDouble(lineItemJSON["Discount"]);
lineItem.TotalAfterDiscount = Convert.ToDouble(lineItemJSON["tota_after_discount"]);
lineItem.TaxAmount = Convert.ToDouble(lineItemJSON["Tax"]);
JArray lineTaxes = (JArray)lineItemJSON["line_tax"];
foreach (JObject lineTax in lineTaxes)
{
ZCRMTax tax = ZCRMTax.GetInstance((string)lineTax["name"]);
tax.Percentage = Convert.ToDouble(lineTax["percentage"]);
tax.Value = Convert.ToDouble(lineTax["value"]);
lineItem.AddLineTax(tax);
}
lineItem.NetTotal = Convert.ToDouble(lineItemJSON["net_total"]);
return(lineItem);
}
public BulkAPIResponse <ZCRMEntity> DeleteRecords(List <long> entityIds)
{
try
{
if (entityIds.Count > 100)
{
throw new ZCRMException(APIConstants.API_MAX_RECORDS_MSG);
}
requestMethod = APIConstants.RequestMethod.DELETE;
urlPath = module.ApiName;
requestQueryParams.Add("ids", CommonUtil.CollectionToCommaDelimitedString(entityIds));
BulkAPIResponse <ZCRMEntity> response = APIRequest.GetInstance(this).GetBulkAPIResponse <ZCRMEntity>();
List <EntityResponse> responses = response.BulkEntitiesResponse;
foreach (EntityResponse entityResponse in responses)
{
JObject entityResponseJSON = entityResponse.ResponseJSON;
JObject recordJSON = (JObject)entityResponseJSON[APIConstants.DETAILS];
ZCRMRecord record = ZCRMRecord.GetInstance(module.ApiName, Convert.ToInt64(recordJSON["id"]));
entityResponse.Data = record;
}
return(response);
}
catch (Exception e) when(!(e is ZCRMException))
{
ZCRMLogger.LogError(e);
throw new ZCRMException(APIConstants.SDK_ERROR, e);
}
}
private BulkAPIResponse <ZCRMRecord> SearchRecords(string searchKey, string searchValue, int page, int perPage)
{
requestMethod = APIConstants.RequestMethod.GET;
urlPath = module.ApiName + "/search";
requestQueryParams.Add(searchKey, searchValue);
requestQueryParams.Add(APIConstants.PAGE, page.ToString());
requestQueryParams.Add(APIConstants.PER_PAGE, perPage.ToString());
BulkAPIResponse <ZCRMRecord> response = APIRequest.GetInstance(this).GetBulkAPIResponse <ZCRMRecord>();
List <ZCRMRecord> recordsList = new List <ZCRMRecord>();
JObject responseJSON = response.ResponseJSON;
if (responseJSON.ContainsKey(APIConstants.DATA))
{
JArray recordsArray = (JArray)responseJSON[APIConstants.DATA];
foreach (JObject recordDetails in recordsArray)
{
ZCRMRecord record = ZCRMRecord.GetInstance(module.ApiName, Convert.ToInt64(recordDetails["id"]));
EntityAPIHandler.GetInstance(record).SetRecordProperties(recordDetails);
recordsList.Add(record);
}
}
response.BulkData = recordsList;
return(response);
}
private BulkAPIResponse <ZCRMRecord> SearchRecords(string searchKey, string searchValue, int page, int perPage)
{
try{
requestMethod = APIConstants.RequestMethod.GET;
urlPath = module.ApiName + "/search";
requestQueryParams.Add(searchKey, searchValue);
requestQueryParams.Add("page", page.ToString());
requestQueryParams.Add("per_page", perPage.ToString());
BulkAPIResponse <ZCRMRecord> response = APIRequest.GetInstance(this).GetBulkAPIResponse <ZCRMRecord>();
List <ZCRMRecord> recordsList = new List <ZCRMRecord>();
JObject responseJSON = response.ResponseJSON;
JArray recordsArray = (JArray)responseJSON.GetValue("data");
foreach (JObject recordDetails in recordsArray)
{
ZCRMRecord record = ZCRMRecord.GetInstance(module.ApiName, Convert.ToInt64(recordDetails.GetValue("id")));
EntityAPIHandler.GetInstance(record).SetRecordProperties(recordDetails);
recordsList.Add(record);
}
response.BulkData = recordsList;
return(response);
}catch (Exception e) {
//TODO: Log the exception;
Console.WriteLine("Exception caught at searchRecords");
Console.WriteLine(e);
throw new ZCRMException("ZCRM_INTERNAL_ERROR");
}
}
public ZCRMInventoryLineItem GetZCRMInventoryLineItem(JObject lineItemJSON)
{
JObject productDetails = (JObject)lineItemJSON["product"];
long lineItemId = Convert.ToInt64(lineItemJSON["id"]);
ZCRMInventoryLineItem lineItem = ZCRMInventoryLineItem.GetInstance(lineItemId);
ZCRMRecord product = ZCRMRecord.GetInstance("Products", Convert.ToInt64(productDetails["id"]));
product.LookupLabel = (string)productDetails["name"];
if (productDetails.ContainsKey("Product_Code") && productDetails["Product_Code"].Type != JTokenType.Null)
{
product.SetFieldValue("Product_Code", (string)productDetails["name"]);
}
lineItem.Product = product;
lineItem.Quantity = Convert.ToDouble(lineItemJSON["quantity"]);
lineItem.Discount = Convert.ToDouble(lineItemJSON["Discount"]);
lineItem.TotalAfterDiscount = Convert.ToDouble(lineItemJSON["total_after_discount"]);
lineItem.NetTotal = Convert.ToDouble(lineItemJSON["net_total"]);
lineItem.TaxAmount = Convert.ToDouble(lineItemJSON["Tax"]);
lineItem.ListPrice = Convert.ToDouble(lineItemJSON["list_price"]);
if (lineItemJSON.ContainsKey("unit_price") && lineItemJSON["unit_price"].Type != JTokenType.Null)
{
lineItem.UnitPrice = Convert.ToDouble(lineItemJSON["unit_price"]);
}
lineItem.QuantityInStock = Convert.ToInt32(lineItemJSON["quantity_in_stock"]);
lineItem.Total = Convert.ToDouble(lineItemJSON["total"]);
lineItem.Description = (string)lineItemJSON["product_description"];
JArray lineTaxes = (JArray)lineItemJSON["line_tax"];
foreach (JObject lineTax in lineTaxes)
{
ZCRMTax tax = ZCRMTax.GetInstance((string)lineTax["name"]);
tax.Percentage = Convert.ToDouble(lineTax["percentage"]);
tax.Value = Convert.ToDouble(lineTax["value"]);
lineItem.AddLineTax(tax);
}
return(lineItem);
}
public BulkAPIResponse <ZCRMRecord> UpdateRecords(List <long> entityIds, string fieldAPIName, Object value)
{
if (entityIds.Count > 100)
{
throw new ZCRMException("Cannot process more than 100 records at a time");
}
//NOTE: null value is not converted to JObject of type null;
try
{
requestMethod = APIConstants.RequestMethod.PUT;
urlPath = module.ApiName;
JObject requestBodyObject = new JObject();
JArray dataArray = new JArray();
foreach (long id in entityIds)
{
JObject updateJSON = new JObject();
//TODO: Check the below line on the usage of arrays;
updateJSON.Add(fieldAPIName, value.ToString());
updateJSON.Add("id", Convert.ToString(id));
dataArray.Add(updateJSON);
}
requestBodyObject.Add("data", dataArray);
requestBody = requestBodyObject;
BulkAPIResponse <ZCRMRecord> response = APIRequest.GetInstance(this).GetBulkAPIResponse <ZCRMRecord>();
List <ZCRMRecord> updatedRecords = new List <ZCRMRecord>();
List <EntityResponse> responses = response.BulkEntitiesResponse;
foreach (EntityResponse entityResponse in responses)
{
if (entityResponse.Status.Equals("success"))
{
JObject responseData = entityResponse.ResponseJSON;
JObject recordDetails = (JObject)responseData.GetValue("details");
ZCRMRecord updatedRecord = ZCRMRecord.GetInstance(module.ApiName, Convert.ToInt64(recordDetails.GetValue("id")));
EntityAPIHandler.GetInstance(updatedRecord).SetRecordProperties(recordDetails);
updatedRecords.Add(updatedRecord);
entityResponse.Data = updatedRecord;
}
else
{
entityResponse.Data = null;
}
}
response.BulkData = updatedRecords;
return(response);
}catch (Exception e)
{
//TODO: Log the info;
Console.WriteLine("Exception at updateRecords");
Console.WriteLine(e);
throw new ZCRMException("ZCRM_INTERNAL_ERROR");
}
}
public ZCRMRecord Next(string ModuleAPIName, Dictionary <string, object> fieldvsValue, int rowNumber)
{
if (fieldvsValue != null)
{
return(SetRecordProperties(ModuleAPIName, fieldvsValue, rowNumber));
}
else
{
return(ZCRMRecord.GetInstance(ModuleAPIName, null));
}
}
public BulkAPIResponse <ZCRMRecord> MassUpdateRecords(List <long> entityIds, string fieldAPIName, Object value)
{
try
{
if (entityIds.Count > 100)
{
throw new ZCRMException(APIConstants.API_MAX_RECORDS_MSG);
}
//NOTE: null value is not converted to JObject of type null;
requestMethod = APIConstants.RequestMethod.PUT;
urlPath = module.ApiName;
JObject requestBodyObject = new JObject();
JArray dataArray = new JArray();
foreach (long id in entityIds)
{
JObject updateJSON = new JObject
{
{ fieldAPIName, value.ToString() },
{ "id", Convert.ToString(id) }
};
dataArray.Add(updateJSON);
}
requestBodyObject.Add(APIConstants.DATA, dataArray);
requestBody = requestBodyObject;
BulkAPIResponse <ZCRMRecord> response = APIRequest.GetInstance(this).GetBulkAPIResponse <ZCRMRecord>();
List <ZCRMRecord> updatedRecords = new List <ZCRMRecord>();
List <EntityResponse> responses = response.BulkEntitiesResponse;
foreach (EntityResponse entityResponse in responses)
{
if (entityResponse.Status.Equals(APIConstants.CODE_SUCCESS))
{
JObject responseData = entityResponse.ResponseJSON;
JObject recordDetails = (JObject)responseData[APIConstants.DETAILS];
ZCRMRecord updatedRecord = ZCRMRecord.GetInstance(module.ApiName, Convert.ToInt64(recordDetails["id"]));
EntityAPIHandler.GetInstance(updatedRecord).SetRecordProperties(recordDetails);
updatedRecords.Add(updatedRecord);
entityResponse.Data = updatedRecord;
}
else
{
entityResponse.Data = null;
}
}
response.BulkData = updatedRecords;
return(response);
}
catch (Exception e) when(!(e is ZCRMException))
{
ZCRMLogger.LogError(e);
throw new ZCRMException(APIConstants.SDK_ERROR, e);
}
}
private void InsertZohoLeads(List <ZohoLead> leads)
{
try
{
ZCRMRestClient.Initialize(config);
ZohoOAuthClient client = ZohoOAuthClient.GetInstance();
if (!IsTokenGenerated("*****@*****.**"))
{
ZohoOAuthTokens tokens = client.GenerateAccessToken(grantToken);
}
List <ZCRMRecord> listRecord = new List <ZCRMRecord>();
foreach (var lead in leads)
{
ZCRMRecord record = ZCRMRecord.GetInstance("Leads", null); //To get ZCRMRecord instance
if (lead.Offers != null)
{
record = InsertZohoLeadOffer(lead);
listRecord.Add(record);
}
if (lead.HighBidAmount != null)
{
record = InsertZohoLeadBid(lead);
listRecord.Add(record);
}
if (lead.MemberMessage != null)
{
record = InsertZohoLeadMessage(lead);
listRecord.Add(record);
}
}
ZCRMModule moduleIns = ZCRMModule.GetInstance("Leads");
BulkAPIResponse <ZCRMRecord> responseIns = moduleIns.CreateRecords(listRecord); //To call the create record method
if (responseIns.HttpStatusCode != ZCRMSDK.CRM.Library.Api.APIConstants.ResponseCode.OK)
{
Console.WriteLine("Error");
}
}
catch (Exception ex)
{
Trace.TraceError(ex.Message);
throw ex;
}
}
public BulkAPIResponse <ZCRMRecord> RemoveTagsFromRecords(List <long> recordId, List <string> tagNames)
{
if (tagNames.Count > 10)
{
throw new ZCRMException(APIConstants.API_MAX_RECORD_TAGS_MSG);
}
if (recordId.Count > 100)
{
throw new ZCRMException(APIConstants.API_MAX_RECORDS_MSG);
}
try
{
string tagname = "", recordid = "";
requestMethod = APIConstants.RequestMethod.POST;
foreach (long id in recordId)
{
recordid += id + ",";
}
foreach (string tag in tagNames)
{
tagname += tag + ",";
}
urlPath = "" + module.ApiName + "/actions/remove_tags?ids=" + recordid + "&tag_names=" + tagname + "";
BulkAPIResponse <ZCRMRecord> response = APIRequest.GetInstance(this).GetBulkAPIResponse <ZCRMRecord>();
List <ZCRMRecord> removetags = new List <ZCRMRecord>();
List <EntityResponse> responses = response.BulkEntitiesResponse;
foreach (EntityResponse entityResponse in responses)
{
if (entityResponse.Status.Equals(APIConstants.CODE_SUCCESS))
{
JObject responseData = entityResponse.ResponseJSON;
JObject tagDetails = (JObject)responseData[APIConstants.DETAILS];
ZCRMRecord removeTag = ZCRMRecord.GetInstance(module.ApiName, Convert.ToInt64(tagDetails["id"]));
EntityAPIHandler.GetInstance(removeTag).SetRecordProperties(tagDetails);
removetags.Add(removeTag);
entityResponse.Data = removeTag;
}
else
{
entityResponse.Data = null;
}
}
response.BulkData = removetags;
return(response);
}
catch (Exception e) when(!(e is ZCRMException))
{
ZCRMLogger.LogError(e);
throw new ZCRMException(APIConstants.SDK_ERROR, e);
}
}
public void UpdateProduct(long?productId, long?stockAmount)
{
ZCRMRecord record = ZCRMRecord.GetInstance("Products", productId);
record.SetFieldValue("Qty_in_Stock", stockAmount);
List <string> trigger = new List <string>()
{
"workflow", "approval", "blueprint"
};
APIResponse response = record.Update(trigger);
ZCRMRecord record1 = (ZCRMRecord)response.Data;
}
public ZCRMRecord CreateLead(LeadRequest leadRequest)
{
ZCRMRecord record = ZCRMRecord.GetInstance(ZohoConstants.LEAD_MODULE_STRING, null);
record.SetFieldValue("Last_Name", leadRequest.Name); //This method use to set FieldApiName and value similar to all other FieldApis and Custom field
record.SetFieldValue("Email", leadRequest.Email);
record.SetFieldValue("Description", leadRequest.Description);
record.SetFieldValue("Email_Opt_Out", true);
record.SetFieldValue("No_of_Employees", leadRequest.NumberOfEmployees);
ZCRMUser owner = ZCRMUser.GetInstance(680990340);//User Id
record.Owner = owner;
APIResponse responseIns = record.Create();//To call the create record method
ZCRMRecord record1 = (ZCRMRecord)responseIns.Data;
return(record1);
}
public BulkAPIResponse <ZCRMRecord> GetRecords(long?cvId, string sortByField, CommonUtil.SortOrder?sortOrder, int page, int perPage, string modifiedSince, string isConverted, string isApproved, List <string> fields)
{
try{
requestMethod = APIConstants.RequestMethod.GET;
urlPath = module.ApiName;
if (cvId != null)
{
requestQueryParams.Add("cvid", cvId.ToString());
}
requestQueryParams.Add("sort_by", sortByField);
if (sortOrder != null)
{
requestQueryParams.Add("sort_order", sortOrder.ToString());
}
requestQueryParams.Add("page", page.ToString());
requestQueryParams.Add("per_page", perPage.ToString());
requestQueryParams.Add("coneverted", isConverted);
requestQueryParams.Add("approved", isApproved);
if (fields != null)
{
requestQueryParams.Add("fields", CommonUtil.CollectionToCommaDelimitedString(fields));
}
requestHeaders.Add("If-Modified-Since", modifiedSince);
BulkAPIResponse <ZCRMRecord> response = APIRequest.GetInstance(this).GetBulkAPIResponse <ZCRMRecord>();
List <ZCRMRecord> records = new List <ZCRMRecord>();
JObject responseJSON = response.ResponseJSON;
JArray recordsArray = (JArray)responseJSON.GetValue("data");
foreach (JObject recordDetails in recordsArray)
{
ZCRMRecord record = ZCRMRecord.GetInstance(module.ApiName, Convert.ToInt64(recordDetails.GetValue("id")));
EntityAPIHandler.GetInstance(record).SetRecordProperties(recordDetails);
records.Add(record);
}
response.BulkData = records;
return(response);
}catch (Exception e)
{
//TODO: Log the info;
Console.WriteLine("Exception in MassEntityAPIHandler.GetRecords");
Console.WriteLine(e);
throw new ZCRMException("ZCRM_INTERNA_ERROR", e.ToString());
}
}
public BulkAPIResponse <ZCRMRecord> RemoveTagsFromRecords(List <long> recordId, List <string> tagNames)
{
if (tagNames.Count > 10)
{
throw new ZCRMException(APIConstants.API_MAX_RECORD_TAGS_MSG);
}
if (recordId.Count > 100)
{
throw new ZCRMException(APIConstants.API_MAX_RECORDS_MSG);
}
try
{
requestMethod = APIConstants.RequestMethod.POST;
urlPath = "" + module.ApiName + "/actions/remove_tags";
requestQueryParams.Add("ids", string.Join(",", JToken.FromObject(recordId)));
requestQueryParams.Add("tag_names", string.Join(",", JToken.FromObject(tagNames)));
BulkAPIResponse <ZCRMRecord> response = APIRequest.GetInstance(this).GetBulkAPIResponse <ZCRMRecord>();
List <ZCRMRecord> recordList = new List <ZCRMRecord>();
List <EntityResponse> responses = response.BulkEntitiesResponse;
foreach (EntityResponse entityResponse in responses)
{
if (entityResponse.Status.Equals(APIConstants.CODE_SUCCESS))
{
JObject responseData = entityResponse.ResponseJSON;
JObject recordDetails = (JObject)responseData[APIConstants.DETAILS];
ZCRMRecord removeRecordIns = ZCRMRecord.GetInstance(module.ApiName, Convert.ToInt64(recordDetails["id"]));
EntityAPIHandler.GetInstance(removeRecordIns).SetRecordProperties(recordDetails);
recordList.Add(removeRecordIns);
entityResponse.Data = removeRecordIns;
}
else
{
entityResponse.Data = null;
}
}
response.BulkData = recordList;
return(response);
}
catch (Exception e) when(!(e is ZCRMException))
{
ZCRMLogger.LogError(e);
throw new ZCRMException(APIConstants.SDK_ERROR, e);
}
}
public BulkAPIResponse <ZCRMRecord> GetRecords(string sortByField, CommonUtil.SortOrder?sortOrder, int page, int perPage, string modifiedSince)
{
try
{
requestMethod = APIConstants.RequestMethod.GET;
urlPath = parentRecord.ModuleAPIName + "/" + parentRecord.EntityId + "/" + relatedList.ApiName;
if (sortByField != null)
{
requestQueryParams.Add("sort_by", sortByField);
}
if (sortOrder != null)
{
requestQueryParams.Add("sort_order", sortOrder.ToString());
}
requestQueryParams.Add(APIConstants.PAGE, page.ToString());
requestQueryParams.Add(APIConstants.PER_PAGE, perPage.ToString());
if (modifiedSince != null && modifiedSince != "")
{
requestHeaders.Add("If-Modified-Since", modifiedSince);
}
BulkAPIResponse <ZCRMRecord> response = APIRequest.GetInstance(this).GetBulkAPIResponse <ZCRMRecord>();
List <ZCRMRecord> recordsList = new List <ZCRMRecord>();
JObject responseJSON = response.ResponseJSON;
if (responseJSON.ContainsKey(APIConstants.DATA))
{
JArray recordsArray = (JArray)responseJSON[APIConstants.DATA];
foreach (JObject recordDetails in recordsArray)
{
ZCRMRecord record = ZCRMRecord.GetInstance(relatedList.ApiName, Convert.ToInt64(recordDetails["id"]));
EntityAPIHandler.GetInstance(record).SetRecordProperties(recordDetails);
recordsList.Add(record);
}
}
response.BulkData = recordsList;
return(response);
}
catch (Exception e) when(!(e is ZCRMException))
{
ZCRMLogger.LogError(e);
throw new ZCRMException(APIConstants.SDK_ERROR, e);
}
}
private bool CreateAndPopulateNote <T>(UserProfile profile, T UserData, Action <T, ZCRMNote> PopulateNoteFunction) where T : IADSCRMRecord
{
if (!Connected)
{
return(false);
}
if (!profile.ADS_CRM_ID.HasValue)
{
throw new Exception("Profile does not have a registered CRM ID");
}
var leadRecord = ZCRMRecord.GetInstance("Leads", profile.ADS_CRM_ID);
if (UserData != null && UserData.ADS_CRM_ID == null)
{
var newExistingNote = UserData.ADS_CRM_ID == null ? new ZCRMNote(leadRecord) : ZCRMNote.GetInstance(leadRecord, UserData.ADS_CRM_ID.Value);
PopulateNoteFunction(UserData, newExistingNote);
if (UserData.ADS_CRM_ID == null)
{
var createdNote = leadRecord.AddNote(newExistingNote);
if (createdNote.HttpStatusCode != APIConstants.ResponseCode.CREATED)
{
throw new Exception("Failed to create note for lead.");
}
UserData.ADS_CRM_ID = (createdNote.Data as ZCRMNote).Id;
}
else
{
var updatedNote = leadRecord.UpdateNote(newExistingNote);
if (updatedNote.HttpStatusCode != APIConstants.ResponseCode.OK)
{
throw new Exception("Failed to update note for lead.");
}
}
}
return(false);
}
public void CreateInvoice(string subject, long contactId, string productId, string pricebookId, string prodDescription, long quantity)
{
ZCRMRecord record;
record = ZCRMRecord.GetInstance("Invoices", null);
//record.SetFieldValue("Account_Name", accountName);
record.SetFieldValue("Subject", subject);
record.SetFieldValue("Contact_Name", contactId);
//record.SetFieldValue("Billing_Country", billingCountry);
//record.SetFieldValue("Billing_City", billingCity);
//record.SetFieldValue("Billing_Street", billingStreet);
//record.SetFieldValue("Billing_Code", billingCode);
//record.SetFieldValue("Due_Date", dueDate.ToShortDateString());
record.SetFieldValue("Product_Details", CreateProductDetails(productId, pricebookId, prodDescription, quantity));
List <string> trigger = new List <string>()
{
"workflow", "approval", "blueprint"
};
string larID = "3477061000004353013";
APIResponse response1 = record.Create(trigger, larID);
ZCRMRecord record1 = (ZCRMRecord)response1.Data;
}
public void CreateContact(string firstName, string lastName, string phone, string email, string country, string city, string street, string zip)
{
ZCRMRecord record;
record = ZCRMRecord.GetInstance("Contacts", null);
record.SetFieldValue("First_Name", firstName);
record.SetFieldValue("Last_Name", lastName);
record.SetFieldValue("Phone", phone);
record.SetFieldValue("Email", email);
record.SetFieldValue("Mailing_City", city);
record.SetFieldValue("Mailing_Street", street);
record.SetFieldValue("Mailing_Country", country);
record.SetFieldValue("Mailing_Zip", zip);
List <string> trigger = new List <string>()
{
"workflow", "approval", "blueprint"
};
string larID = "3477061000004353013";
APIResponse response = record.Create(trigger, larID);
ZCRMRecord record1 = (ZCRMRecord)response.Data;
}
//TODO: Handle exceptions;
public BulkAPIResponse <ZCRMRecord> GetRecords(string sortByField, CommonUtil.SortOrder?sortOrder, int page, int perPage, string modifiedSince)
{
try
{
requestMethod = APIConstants.RequestMethod.GET;
urlPath = $"{parentRecord.ModuleAPIName}/{parentRecord.EntityId}/{relatedList.ApiName}";
requestQueryParams.Add("sort_by", sortByField);
if (sortOrder != null)
{
requestQueryParams.Add("sort_order", sortOrder.ToString());
}
requestQueryParams.Add("page", page.ToString());
requestQueryParams.Add("per_page", perPage.ToString());
requestHeaders.Add("If-Modified-Since", modifiedSince);
BulkAPIResponse <ZCRMRecord> response = APIRequest.GetInstance(this).GetBulkAPIResponse <ZCRMRecord>();
List <ZCRMRecord> recordsList = new List <ZCRMRecord>();
JObject responseJSON = response.ResponseJSON;
JArray recordsArray = (JArray)responseJSON.GetValue("data");
foreach (JObject recordDetails in recordsArray)
{
ZCRMRecord record = ZCRMRecord.GetInstance(relatedList.ApiName, Convert.ToInt64(recordDetails.GetValue("id")));
EntityAPIHandler.GetInstance(record).SetRecordProperties(recordDetails);
recordsList.Add(record);
}
response.BulkData = recordsList;
return(response);
}
catch (Exception e)
{
//TODO: Handle the exceptions;
Console.WriteLine("Exception in GetRecords");
Console.WriteLine(e);
throw new ZCRMException("ZCRM_INTERNAL_ERROR");
}
}
private ZCRMRecord InsertZohoLeadMessage(ZohoLead lead)
{
try
{
ZCRMRecord record = ZCRMRecord.GetInstance("Leads", null); //To get ZCRMRecord instance
//lead.StockNumber = "2168";
if (!String.IsNullOrEmpty(lead.StockNumber))
{
record.SetFieldValue("Stock_Number", lead.StockNumber);
ZCRMModule module = ZCRMModule.GetInstance("Contacts");
BulkAPIResponse <ZCRMRecord> response = module.SearchByCriteria("(Cust_ID:equals:" + lead.StockNumber + ")");
List <ZCRMRecord> contacts = response.BulkData;
if (contacts != null)
{
if (contacts.Count > 0)
{
JObject customerId = new JObject()
{
{ "id", contacts.First().EntityId }
};
record.SetFieldValue("Stock_Nbr", customerId);
}
}
}
if (lead.PageViews != null)
{
record.SetFieldValue("Page_Views", lead.PageViews);
}
if (!String.IsNullOrEmpty(lead.StockNumber))
{
record.SetFieldValue("Registered_Watchers", lead.Watchers);
}
if (!String.IsNullOrEmpty(lead.MemberMessage))
{
record.SetFieldValue("Description", lead.MemberMessage);
}
if (!String.IsNullOrEmpty(lead.VehicleYear))
{
record.SetFieldValue("Year_of_Unit", lead.VehicleYear);
}
if (!String.IsNullOrEmpty(lead.PhoneNumber))
{
record.SetFieldValue("Phone_Number", lead.PhoneNumber);
}
if (!String.IsNullOrEmpty(lead.VehicleMake))
{
record.SetFieldValue("Year_Make_Model", lead.VehicleMake + " " + lead.VehicleModel);
record.SetFieldValue("Year_Make_Model1", lead.VehicleMake + " " + lead.VehicleModel);
}
if (!String.IsNullOrEmpty(lead.EbayItemId))
{
record.SetFieldValue("Item_Number", lead.EbayItemId);
}
if (!String.IsNullOrEmpty(lead.City))
{
record.SetFieldValue("Bidders_City", lead.City);
}
if (!String.IsNullOrEmpty(lead.State))
{
record.SetFieldValue("Bidders_State", lead.State);
}
record.SetFieldValue("Last_Name", lead.LastName);
record.SetFieldValue("First_Name", lead.FirstName);
record.SetFieldValue("Name1", lead.FullName);
record.SetFieldValue("Name2", lead.FullName);
record.SetFieldValue("Email", lead.Email);
record.SetFieldValue("Email_provided", lead.Email);
record.SetFieldValue("Ebay_User_ID", lead.UserId);
JObject layout = new JObject()
{
{ "id", 4212012000003357573 }
};
record.SetFieldValue("Layout", layout);
return(record);
}
catch (Exception ex)
{
Trace.TraceError(ex.Message);
throw ex;
}
}
private ZCRMRecord InsertZohoLeadOffer(ZohoLead lead)
{
try
{
ZCRMRecord record = ZCRMRecord.GetInstance("Leads", null); //To get ZCRMRecord instance
if (lead.Offers.Count > 0)
{
Offer leadOffer = lead.Offers.First();
record.SetFieldValue("Offer_Amount1", leadOffer.OfferAmount);
record.SetFieldValue("Offer_Expiration", new DateTime(leadOffer.OfferExpirationDate.Year, leadOffer.OfferExpirationDate.Month, leadOffer.OfferExpirationDate.Day, leadOffer.OfferExpirationDate.Hour, leadOffer.OfferExpirationDate.Minute, leadOffer.OfferExpirationDate.Second));
}
//lead.StockNumber = "2168";
if (!String.IsNullOrEmpty(lead.StockNumber))
{
record.SetFieldValue("Stock_Number", lead.StockNumber);
ZCRMModule module = ZCRMModule.GetInstance("Contacts");
BulkAPIResponse <ZCRMRecord> response = module.SearchByCriteria("(Cust_ID:equals:" + lead.StockNumber + ")");
List <ZCRMRecord> contacts = response.BulkData;
if (contacts != null)
{
if (contacts.Count > 0)
{
JObject customerId = new JObject()
{
{ "id", contacts.First().EntityId }
};
record.SetFieldValue("Stock_Nbr", customerId);
}
}
}
if (lead.PageViews != null)
{
record.SetFieldValue("Page_Views", lead.PageViews);
}
if (lead.Watchers != null)
{
record.SetFieldValue("Current_Watchers", lead.Watchers.ToString());
}
if (!String.IsNullOrEmpty(lead.VehicleYear))
{
record.SetFieldValue("Year_of_Unit", lead.VehicleYear);
}
if (!String.IsNullOrEmpty(lead.PhoneNumber))
{
record.SetFieldValue("Phone_Number", lead.PhoneNumber);
}
if (!String.IsNullOrEmpty(lead.VehicleMake))
{
record.SetFieldValue("Year_Make_Model", lead.VehicleMake + " " + lead.VehicleModel);
record.SetFieldValue("Year_Make_Model1", lead.VehicleMake + " " + lead.VehicleModel);
}
record.SetFieldValue("Item_Number", lead.EbayItemId);
if (!String.IsNullOrEmpty(lead.City))
{
record.SetFieldValue("Bidders_City", lead.City);
}
if (!String.IsNullOrEmpty(lead.State))
{
record.SetFieldValue("Bidders_State", lead.State);
}
record.SetFieldValue("Last_Name", lead.LastName);
record.SetFieldValue("Name1", lead.FullName);
record.SetFieldValue("Email_provided", lead.Email);
record.SetFieldValue("Ebay_User_ID", lead.UserId);
JObject layout = new JObject()
{
{ "id", 4212012000003357243 }
};
//string layout = "{\"name\", \"Ebay Offer\",\"id\", \4212012000003357243\"}";
record.SetFieldValue("Layout", layout);
return(record);
}
catch (Exception ex)
{
Trace.TraceError(ex.Message);
throw ex;
}
}
public void SetRecordProperties(JObject recordJSON, ZCRMRecord record)
{
foreach (KeyValuePair <string, JToken> token in recordJSON)
{
string fieldAPIName = token.Key;
if (fieldAPIName.Equals("id"))
{
record.EntityId = Convert.ToInt64(token.Value);
}
else if (fieldAPIName.Equals("Product_Details"))
{
SetInventoryLineItems(token.Value);
}
else if (fieldAPIName.Equals("Participants"))
{
SetParticipants(token.Value);
}
else if (fieldAPIName.Equals("Pricing_Details"))
{
SetPriceDetails((JArray)token.Value);
}
else if (fieldAPIName.Equals("Created_By") && token.Value.Type != JTokenType.Null)
{
JObject createdObject = (JObject)token.Value;
ZCRMUser createdUser = ZCRMUser.GetInstance(Convert.ToInt64(createdObject["id"]), (string)createdObject["name"]);
record.CreatedBy = createdUser;
}
else if (fieldAPIName.Equals("Modified_By") && token.Value.Type != JTokenType.Null)
{
JObject modifiedObject = (JObject)token.Value;
ZCRMUser modifiedBy = ZCRMUser.GetInstance(Convert.ToInt64(modifiedObject["id"]), (string)modifiedObject["name"]);
record.ModifiedBy = modifiedBy;
}
else if (fieldAPIName.Equals("Created_Time"))
{
record.CreatedTime = CommonUtil.removeEscaping((string)JsonConvert.SerializeObject(token.Value));
}
else if (fieldAPIName.Equals("Modified_Time"))
{
record.ModifiedTime = CommonUtil.removeEscaping((string)JsonConvert.SerializeObject(token.Value));
}
else if (fieldAPIName.Equals("Owner") && token.Value.Type != JTokenType.Null)
{
JObject ownerObject = (JObject)token.Value;
ZCRMUser ownerUser = ZCRMUser.GetInstance(Convert.ToInt64(ownerObject["id"]), (string)ownerObject["name"]);
record.Owner = ownerUser;
}
else if (fieldAPIName.Equals("Layout") && token.Value.Type != JTokenType.Null)
{
JObject layoutObject = (JObject)token.Value;
ZCRMLayout layout = ZCRMLayout.GetInstance(Convert.ToInt64(layoutObject["id"]));
layout.Name = (string)layoutObject["name"];
}
else if (fieldAPIName.Equals("Handler") && token.Value.Type != JTokenType.Null)
{
JObject handlerObject = (JObject)token.Value;
ZCRMUser handler = ZCRMUser.GetInstance(Convert.ToInt64(handlerObject["id"]), (string)handlerObject["name"]);
record.SetFieldValue(fieldAPIName, handler);
}
else if (fieldAPIName.Equals("Remind_At") && token.Value.Type != JTokenType.Null)
{
if (token.Value is JObject)
{
JObject remindObject = (JObject)token.Value;
record.SetFieldValue(fieldAPIName, remindObject["ALARM"]);
}
else
{
record.SetFieldValue(fieldAPIName, token.Value);
}
}
else if (fieldAPIName.Equals("Recurring_Activity") && token.Value.Type != JTokenType.Null)
{
JObject recurringActivityObject = (JObject)token.Value;
record.SetFieldValue(fieldAPIName, recurringActivityObject["RRULE"]);
}
else if (fieldAPIName.Equals("$line_tax") && token.Value.Type != JTokenType.Null)
{
JArray taxDetails = (JArray)token.Value;
foreach (JObject taxDetail in taxDetails)
{
ZCRMTax tax = ZCRMTax.GetInstance((string)taxDetail["name"]);
tax.Percentage = Convert.ToDouble(taxDetail["percentage"]);
tax.Value = Convert.ToDouble(taxDetail["value"]);
record.AddTax(tax);
}
}
else if (fieldAPIName.Equals("Tax") && token.Value.Type != JTokenType.Null)
{
var taxNames = token.Value;
foreach (string data in taxNames)
{
ZCRMTax tax = ZCRMTax.GetInstance(data);
record.AddTax(tax);
}
}
else if (fieldAPIName.Equals("tags") && token.Value.Type != JTokenType.Null)
{
JArray jsonArray = (JArray)token.Value;
List <string> tags = new List <string>();
foreach (string tag in jsonArray)
{
tags.Add(tag);
}
record.TagNames = tags;
}
else if (fieldAPIName.Equals("Tag") && token.Value.Type != JTokenType.Null)
{
JArray jsonArray = (JArray)token.Value;
foreach (JObject tag in jsonArray)
{
ZCRMTag tagIns = ZCRMTag.GetInstance(Convert.ToInt64(tag.GetValue("id")));
tagIns.Name = tag.GetValue("name").ToString();
record.Tags.Add(tagIns);
}
}
else if (fieldAPIName.StartsWith("$", StringComparison.CurrentCulture))
{
fieldAPIName = fieldAPIName.TrimStart('\\', '$');
if (APIConstants.PROPERTIES_AS_FILEDS.Contains(fieldAPIName))
{
record.SetFieldValue(fieldAPIName, token.Value);
}
else
{
record.SetProperty(fieldAPIName, token.Value);
}
}
else if (token.Value is JObject)
{
JObject lookupDetails = (JObject)token.Value;
ZCRMRecord lookupRecord = ZCRMRecord.GetInstance(fieldAPIName, Convert.ToInt64(lookupDetails["id"]));
lookupRecord.LookupLabel = (string)lookupDetails["name"];
record.SetFieldValue(fieldAPIName, lookupRecord);
}
else if (token.Value is JArray)
{
JArray jsonArray = (JArray)token.Value;
List <object> values = new List <object>();
foreach (Object obj in jsonArray)
{
if (obj is JObject)
{
values.Add((JObject)obj);
}
else
{
values.Add(obj);
}
}
record.SetFieldValue(fieldAPIName, values);
}
else
{
if (token.Value.Type.ToString().Equals("Date"))
{
record.SetFieldValue(fieldAPIName, CommonUtil.removeEscaping((string)JsonConvert.SerializeObject(token.Value)));
}
else
{
record.SetFieldValue(fieldAPIName, token.Value);
}
}
}
}
//TODO<IMPORTANT>: Lots of performance tune-ups are needed and needs plenty of testing!!;
public void SetRecordProperties(JObject recordJSON, ZCRMRecord record)
{
//JObject recordDetails = new JObject(recordJSON);
//TODO: If Performance is needed implement JSONTextReader or JSONReader and put thought into it later after completing the SDK;
foreach (KeyValuePair <string, JToken> token in recordJSON)
{
string fieldAPIName = token.Key;
if (fieldAPIName.Equals("id"))
{
record.EntityId = Convert.ToInt64(token.Value);
}
else if (fieldAPIName.Equals("Product_Details"))
{
SetInventoryLineItems((JArray)token.Value);
}
else if (fieldAPIName.Equals("Participants"))
{
SetParticipants((JArray)token.Value);
}
else if (fieldAPIName.Equals("Pricing_Details"))
{
SetPriceDetails((JArray)token.Value);
}
else if (fieldAPIName.Equals("Created_By"))
{
JObject createdObject = (JObject)token.Value;
ZCRMUser createdUser = ZCRMUser.GetInstance(Convert.ToInt64(createdObject.GetValue("id")), Convert.ToString(createdObject.GetValue("name")));
record.CreatedBy = createdUser;
}
else if (fieldAPIName.Equals("Modified_By"))
{
JObject modifiedObject = (JObject)token.Value;
ZCRMUser modifiedBy = ZCRMUser.GetInstance(Convert.ToInt64(modifiedObject.GetValue("id")), Convert.ToString(modifiedObject.GetValue("name")));
}
else if (fieldAPIName.Equals("Created_Time"))
{
record.CreatedTime = Convert.ToString(token.Value);
}
else if (fieldAPIName.Equals("Modified_Time"))
{
record.ModifiedTime = Convert.ToString(token.Value);
}
else if (fieldAPIName.Equals("Owner"))
{
JObject ownerObject = (JObject)token.Value;
ZCRMUser ownerUser = ZCRMUser.GetInstance(Convert.ToInt64(ownerObject.GetValue("id")), Convert.ToString(ownerObject.GetValue("name")));
record.Owner = ownerUser;
}
else if (fieldAPIName.Equals("Layout") && token.Value.Type != JTokenType.Null)
{
JObject layoutObject = (JObject)token.Value;
ZCRMLayout layout = ZCRMLayout.GetInstance(Convert.ToInt64(layoutObject.GetValue("id")));
layout.Name = Convert.ToString(layoutObject.GetValue("name"));
}
else if (fieldAPIName.Equals("Handler") && token.Value.Type != JTokenType.Null)
{
JObject handlerObject = (JObject)token.Value;
ZCRMUser handler = ZCRMUser.GetInstance(Convert.ToInt64(handlerObject.GetValue("id")), Convert.ToString(handlerObject.GetValue("name")));
record.SetFieldValue(fieldAPIName, handler);
}
else if (fieldAPIName.Equals("Remind_At") && token.Value.Type == JTokenType.Null)
{
JObject remindObject = (JObject)token.Value;
record.SetFieldValue(fieldAPIName, remindObject.GetValue("ALARM"));
}
else if (fieldAPIName.Equals("Recurring_Activity") && token.Value.Type != JTokenType.Null)
{
JObject recurringActivityObject = (JObject)token.Value;
record.SetFieldValue(fieldAPIName, recurringActivityObject.GetValue("RRULE"));
}
else if (fieldAPIName.Equals("$line_tax"))
{
JArray taxDetails = (JArray)token.Value;
foreach (JObject taxDetail in taxDetails)
{
ZCRMTax tax = ZCRMTax.GetInstance(Convert.ToString(taxDetail.GetValue("name")));
tax.Percentage = Convert.ToDouble(taxDetail.GetValue("percentage"));
tax.Value = Convert.ToDouble(taxDetail.GetValue("value"));
record.AddTax(tax);
}
}
else if (fieldAPIName.Equals("Tax") && token.Value.Type != JTokenType.Null)
{
JArray taxNames = (JArray)token.Value;
int arrayLen = taxNames.Count;
for (int i = 0; i < arrayLen; i++)
{
ZCRMTax tax = ZCRMTax.GetInstance(Convert.ToString(taxNames[i]));
record.AddTax(tax);
}
}
else if (fieldAPIName.StartsWith("$", StringComparison.CurrentCulture))
{
fieldAPIName = fieldAPIName.TrimStart('\\', '$');
if (APIConstants.PROPERTIES_AS_FILEDS.Contains(fieldAPIName))
{
record.SetFieldValue(fieldAPIName, token.Value);
}
else
{
record.SetProperty(fieldAPIName, token.Value);
}
}
else if (token.Value is JObject)
{
JObject lookupDetails = (JObject)token.Value;
ZCRMRecord lookupRecord = ZCRMRecord.GetInstance(fieldAPIName, Convert.ToInt64(lookupDetails.GetValue("id")));
lookupRecord.LookupLabel = Convert.ToString(lookupDetails.GetValue("name"));
record.SetFieldValue(fieldAPIName, lookupRecord);
}
else if (token.Value is JArray)
{
JArray jsonArray = (JArray)token.Value;
List <object> values = new List <object>();
foreach (JObject jsonObject in jsonArray)
{
values.Add(jsonObject);
}
record.SetFieldValue(fieldAPIName, values);
}
else
{
record.SetFieldValue(fieldAPIName, token.Value);
}
}
}
/// <summary>
/// To get ZohoCRM record instance by passing module API name and entity(record) Id.
/// </summary>
/// <returns>ZCRMRecord class instance.</returns>
/// <param name="moduleAPIName">modules' API name (String)</param>
/// <param name="entityId">entity(record) Id (Long)</param>
public ZCRMRecord GetRecordInstance(string moduleAPIName, long entityId)
{
return(ZCRMRecord.GetInstance(moduleAPIName, entityId));
}