public static void Run(ILogger logger)
{
OnlineClient client = Bootstrap.Client(logger);
logger.LogInformation("Executing create test object function to API");
TestObjectCreate create = new TestObjectCreate()
{
Name = "hello world",
};
Task <OnlineResponse> createTask = client.Execute(create);
createTask.Wait();
OnlineResponse createResponse = createTask.Result;
Result createResult = createResponse.Results[0];
try
{
int recordNo = int.Parse(createResult.Data[0].Element("id").Value);
Console.WriteLine("Created record ID " + recordNo.ToString());
}
catch (NullReferenceException e)
{
logger.LogDebug("No response in Data. {0}", e);
}
finally
{
LogManager.Flush();
}
}
public async Task ExecuteTest()
{
string xml = @"<?xml version=""1.0"" encoding=""utf-8""?>
<response>
<control>
<status>success</status>
<senderid>testsenderid</senderid>
<controlid>requestUnitTest</controlid>
<uniqueid>false</uniqueid>
<dtdversion>3.0</dtdversion>
</control>
<operation>
<authentication>
<status>success</status>
<userid>testuser</userid>
<companyid>testcompany</companyid>
<sessiontimestamp>2015-12-06T15:57:08-08:00</sessiontimestamp>
</authentication>
<result>
<status>success</status>
<function>getAPISession</function>
<controlid>func1UnitTest</controlid>
<data>
<api>
<sessionid>unittest..</sessionid>
<endpoint>https://unittest.intacct.com/ia/xml/xmlgw.phtml</endpoint>
</api>
</data>
</result>
</operation>
</response>";
HttpResponseMessage mockResponse1 = new HttpResponseMessage()
{
StatusCode = System.Net.HttpStatusCode.OK,
Content = new StringContent(xml)
};
List <HttpResponseMessage> mockResponses = new List <HttpResponseMessage>
{
mockResponse1,
};
MockHandler mockHandler = new MockHandler(mockResponses);
ClientConfig clientConfig = new ClientConfig
{
SenderId = "testsender",
SenderPassword = "******",
SessionId = "testsession..",
MockHandler = mockHandler,
};
OnlineClient client = new OnlineClient(clientConfig);
OnlineResponse response = await client.Execute(new ApiSessionCreate("func1UnitTest"));
Assert.Equal("requestUnitTest", response.Control.ControlId);
}
public static bool InvoiceExists(string invoiceNum, out System.Xml.Linq.XElement invoice)
{
invoice = null; //Set this justincase the function explodes
try
{
var query = new ReadByQuery
{
ObjectName = "ARINVOICE",
Fields = { "*" },
Query = new AndCondition {
Conditions = { new EqualToString {
Field = "RECORDID", Value = invoiceNum
}, new EqualToString{
Field = "MODULEKEY", Value = "8.SO"
} }
}
//Query = new EqualToString { Field = "RECORDID", Value = invoiceNum }
};
var task = Client.Execute(query);
task.Wait();
var response = task.Result;
if (response.Results.Count == 0 || response.Results[0].Data.Count == 0)
{
ErrorLogger.LogError(invoiceNum, $"No Invoice Exists with Invoice#: {invoiceNum}");
return(false);
}
invoice = response.Results[0]?.Data[0];
}
catch (Exception e)
{
ErrorLogger.LogError(invoiceNum, $"Getting Invoice# {invoiceNum} Errored: {e.Message}");
return(false);
}
return(true);
}
public static void Run(ILogger logger)
{
OnlineClient client = Bootstrap.Client(logger);
Read read = new Read()
{
ObjectName = "CUSTOMER",
Fields =
{
"RECORDNO",
"CUSTOMERID",
"NAME",
},
Keys =
{
33 // Replace with the record number of a customer in your company
}
};
Task <OnlineResponse> task = client.Execute(read);
task.Wait();
OnlineResponse response = task.Result;
Result result = response.Results[0];
dynamic json = JsonConvert.DeserializeObject(JsonConvert.SerializeObject(result.Data));
try
{
string jsonString = json.ToString();
logger.LogDebug(
"Read successful [ Company ID={0}, User ID={1}, Request control ID={2}, Function control ID={3}, Total count={4}, Data={5}]",
response.Authentication.CompanyId,
response.Authentication.UserId,
response.Control.ControlId,
result.ControlId,
result.TotalCount,
jsonString
);
Console.WriteLine("Success! Found these customers: " + json);
}
catch (NullReferenceException e)
{
logger.LogDebug("No response in Data. {0}", e);
}
finally
{
LogManager.Flush();
}
}
/// <summary>
/// Sends a Hours Journal to the Intacct STATISTIC System
/// </summary>
/// <param name="client"></param>
/// <param name="Org"></param>
/// <param name="lines"></param>
/// <param name="PostingDate"></param>
/// <param name="ReferenceNumber"></param>
/// <param name="JournalSymbol"></param>
/// <param name="Description"></param>
/// <param name="HistoryComment"></param>
/// <param name="AsDraft"></param>
/// <returns></returns>
private async Task SendStatHoursJournalCmd(OnlineClient client, int Org, IEnumerable <IntacctStatHours> lines, DateTime PostingDate, string ReferenceNumber, string JournalSymbol, string Description, string HistoryComment, bool AsDraft)
{
StatisticalJournalEntryCreate create = new StatisticalJournalEntryCreate();
create.JournalSymbol = JournalSymbol;
create.ReferenceNumber = ReferenceNumber;
create.PostingDate = PostingDate;
create.Description = Description;
create.HistoryComment = HistoryComment;
if (AsDraft)
{
create.CustomFields.Add("STATE", "Draft");
}
foreach (var item in lines)
{
StatisticalJournalEntryLineCreate line = new StatisticalJournalEntryLineCreate
{
StatAccountNumber = item.Account,
Amount = decimal.Parse(item.Hours.ToString("F2")),
Memo = $"Part of Practice Engine Batch #{item.BatchID}"
};
if (!String.IsNullOrWhiteSpace(item.EmployeeID))
{
line.EmployeeId = item.EmployeeID;
}
if (!String.IsNullOrWhiteSpace(item.ProjectID))
{
line.ProjectId = item.ProjectID;
}
if (!String.IsNullOrWhiteSpace(item.IntacctCustomerID))
{
line.CustomerId = item.IntacctCustomerID;
}
if (!String.IsNullOrWhiteSpace(item.IntacctDepartment))
{
line.DepartmentId = item.IntacctDepartment;
}
if (!String.IsNullOrWhiteSpace(item.IntacctLocation))
{
line.LocationId = item.IntacctLocation;
}
create.Lines.Add(line);
}
OnlineResponse onlineResponse = await client.Execute(create);
foreach (var result in onlineResponse.Results)
{
result.EnsureStatusSuccess();
}
}
/// <summary>
/// Sends a Journal to the Intacct GL System
/// </summary>
/// <param name="client"></param>
/// <param name="Org"></param>
/// <param name="lines"></param>
/// <param name="PostingDate"></param>
/// <param name="ReferenceNumber"></param>
/// <param name="JournalSymbol"></param>
/// <param name="Description"></param>
/// <param name="HistoryComment"></param>
/// <param name="AsDraft"></param>
/// <returns></returns>
private async Task SendJournalCmd(OnlineClient client, int Org, IEnumerable <JournalExtract> lines, DateTime PostingDate, string ReferenceNumber, string JournalSymbol, string Description, string HistoryComment, bool AsDraft)
{
JournalEntryCreate create = new JournalEntryCreate();
create.JournalSymbol = JournalSymbol;
create.ReferenceNumber = ReferenceNumber;
create.PostingDate = PostingDate;
create.Description = Description;
create.HistoryComment = HistoryComment;
if (AsDraft)
{
create.CustomFields.Add("STATE", "Draft");
}
foreach (var item in lines)
{
JournalEntryLineCreate line = new JournalEntryLineCreate
{
GlAccountNumber = item.AccountCode,
TransactionAmount = decimal.Parse(item.NomAmount.ToString("F2")),
Memo = String.IsNullOrWhiteSpace(item.NomTransRef) ? item.NomNarrative : item.NomNarrative + " (" + item.NomTransRef + ")"
};
if (!String.IsNullOrWhiteSpace(item.IntacctCustomerID))
{
line.CustomerId = item.IntacctCustomerID;
}
if (!String.IsNullOrWhiteSpace(item.IntacctEmployeeID))
{
line.EmployeeId = item.IntacctEmployeeID;
}
if (!String.IsNullOrWhiteSpace(item.IntacctProjectID))
{
line.ProjectId = item.IntacctProjectID;
}
if (!String.IsNullOrWhiteSpace(item.IntacctDepartment))
{
line.DepartmentId = item.IntacctDepartment;
}
if (!String.IsNullOrWhiteSpace(item.IntacctLocation))
{
line.LocationId = item.IntacctLocation;
}
create.Lines.Add(line);
}
OnlineResponse onlineResponse = await client.Execute(create);
foreach (var result in onlineResponse.Results)
{
result.EnsureStatusSuccess();
}
}
/// <summary>
/// Returns a list of all known Customer Types from Intacct
/// </summary>
/// <param name="client"></param>
/// <returns></returns>
private async Task <IList <string> > GetCustTypes(OnlineClient client, PerformContext context)
{
// Get Types (assume less than 1000 exist)
ReadByQuery read = new ReadByQuery
{
ObjectName = "CUSTTYPE",
PageSize = 1000
};
context.WriteLine("Loading Customer Types from Intacct");
var response = await client.Execute(read);
var xmlResult = response.Results.First();
xmlResult.EnsureStatusSuccess();
return(new List <string>(xmlResult.Data.Select(el => el.Element("NAME").Value)));
}
/// <summary>
/// Returns a Dictionary of all ProjectID (ClientCode.JobCode) to Intacct Records
/// </summary>
/// <param name="client"></param>
/// <returns></returns>
private async Task <IDictionary <string, string> > GetProjectIds(OnlineClient client, PerformContext context)
{
var projectMapping = new Dictionary <string, string>();
ReadByQuery read = new ReadByQuery
{
ObjectName = "PROJECT",
PageSize = 1000
};
read.Fields.Clear();
read.Fields.AddRange(new string[] { "RECORDNO", "PROJECTID" });
context.WriteLine("Loading Project Records from Intacct for comparison");
var response = await client.Execute(read);
var xmlResult = response.Results.First();
xmlResult.EnsureStatusSuccess();
var details = xmlResult.Data;
foreach (var detail in details)
{
var custid = detail.Element("PROJECTID");
var rec = detail.Element("RECORDNO");
// Ignore Invalid Data
if (custid == null || rec == null)
{
continue;
}
if (!projectMapping.ContainsKey(custid.Value))
{
projectMapping.Add(custid.Value, rec.Value);
}
}
// Get More Data
int receivedCount = xmlResult.Count;
while (receivedCount < xmlResult.TotalCount)
{
// Read Additional Pages of Data
ReadMore more = new ReadMore(xmlResult.ControlId)
{
ResultId = xmlResult.ResultId
};
context.WriteLine("Loading Additional Customer Records from Intacct for comparison");
response = await client.Execute(more);
xmlResult = response.Results.First();
xmlResult.EnsureStatusSuccess();
// Process Results
details = xmlResult.Data;
foreach (var detail in details)
{
var custid = detail.Element("PROJECTID");
var rec = detail.Element("RECORDNO");
// Ignore Invalid Data
if (custid == null || rec == null)
{
continue;
}
if (!projectMapping.ContainsKey(custid.Value))
{
projectMapping.Add(custid.Value, rec.Value);
}
}
// Increment the Counter
receivedCount += xmlResult.Count;
}
// Return the mappings
context.WriteLine("Found {0} projects in Intacct", projectMapping.Count);
return(projectMapping);
}
/// <summary>
/// Returns a Dictionary of all Contacts (Names) to Intacct Records
/// </summary>
/// <param name="client"></param>
/// <returns></returns>
private async Task <IList <string> > GetContacts(OnlineClient client, PerformContext context)
{
var nameList = new List <string>();
ReadByQuery read = new ReadByQuery
{
ObjectName = "CONTACT",
PageSize = 1000
};
read.Fields.Clear();
read.Fields.AddRange(new string[] { "CONTACTNAME" });
context.WriteLine("Loading Contact Records from Intacct for comparison");
var response = await client.Execute(read);
var xmlResult = response.Results.First();
xmlResult.EnsureStatusSuccess();
var details = xmlResult.Data;
foreach (var detail in details)
{
var contName = detail.Element("CONTACTNAME");
// Ignore Invalid Data
if (contName == null)
{
continue;
}
if (!nameList.Contains(contName.Value))
{
nameList.Add(contName.Value);
}
}
// Get More Data
int receivedCount = xmlResult.Count;
while (receivedCount < xmlResult.TotalCount)
{
// Read Additional Pages of Data
ReadMore more = new ReadMore(xmlResult.ControlId)
{
ResultId = xmlResult.ResultId
};
context.WriteLine("Loading Additional Contact Records from Intacct for comparison");
response = await client.Execute(more);
xmlResult = response.Results.First();
xmlResult.EnsureStatusSuccess();
// Process Results
details = xmlResult.Data;
foreach (var detail in details)
{
var contName = detail.Element("CONTACTNAME");
// Ignore Invalid Data
if (contName == null)
{
continue;
}
if (!nameList.Contains(contName.Value))
{
nameList.Add(contName.Value);
}
}
// Increment the Counter
receivedCount += xmlResult.Count;
}
// Return the mappings
context.WriteLine("Found {0} contacts in Intacct", nameList.Count);
return(nameList);
}
public async Task ExecuteResultExceptionTest()
{
string xml = @"<?xml version=""1.0"" encoding=""utf-8""?>
<response>
<control>
<status>success</status>
<senderid>testsenderid</senderid>
<controlid>requestUnitTest</controlid>
<uniqueid>false</uniqueid>
<dtdversion>3.0</dtdversion>
</control>
<operation>
<authentication>
<status>success</status>
<userid>testuser</userid>
<companyid>testcompany</companyid>
<locationid></locationid>
<sessiontimestamp>2015-12-06T15:57:08-08:00</sessiontimestamp>
</authentication>
<result>
<status>failure</status>
<function>getAPISession</function>
<controlid>func1UnitTest</controlid>
<errormessage>
<error>
<errorno>Get API Session Failed</errorno>
<description></description>
<description2>Something went wrong</description2>
<correction></correction>
</error>
</errormessage>
</result>
</operation>
</response>";
HttpResponseMessage mockResponse1 = new HttpResponseMessage()
{
StatusCode = System.Net.HttpStatusCode.OK,
Content = new StringContent(xml)
};
List <HttpResponseMessage> mockResponses = new List <HttpResponseMessage>
{
mockResponse1,
};
MockHandler mockHandler = new MockHandler(mockResponses);
ClientConfig clientConfig = new ClientConfig
{
SenderId = "testsender",
SenderPassword = "******",
SessionId = "testsession..",
MockHandler = mockHandler,
};
OnlineClient client = new OnlineClient(clientConfig);
var ex = await Record.ExceptionAsync(() => client.Execute(new ApiSessionCreate("func1UnitTest")));
Assert.IsType <ResultException>(ex);
Assert.Equal("Result status: failure for Control ID: func1UnitTest - Get API Session Failed Something went wrong", ex.Message);
}
public async Task LoggerTest()
{
string xml = @"<?xml version=""1.0"" encoding=""utf-8""?>
<response>
<control>
<status>success</status>
<senderid>testsenderid</senderid>
<controlid>requestUnitTest</controlid>
<uniqueid>false</uniqueid>
<dtdversion>3.0</dtdversion>
</control>
<operation>
<authentication>
<status>success</status>
<userid>testuser</userid>
<companyid>testcompany</companyid>
<locationid></locationid>
<sessiontimestamp>2015-12-06T15:57:08-08:00</sessiontimestamp>
</authentication>
<result>
<status>success</status>
<function>readByQuery</function>
<controlid>func1UnitTest</controlid>
<data listtype=""customer"" count=""1"" totalcount=""1"" numremaining=""0"" resultId="""">
<customer>
<CUSTOMERID>C0001</CUSTOMERID>
<NAME>Intacct Corporation</NAME>
</customer>
</data>
</result>
</operation>
</response>";
HttpResponseMessage mockResponse1 = new HttpResponseMessage()
{
StatusCode = System.Net.HttpStatusCode.OK,
Content = new StringContent(xml)
};
List <HttpResponseMessage> mockResponses = new List <HttpResponseMessage>
{
mockResponse1,
};
MockHandler mockHandler = new MockHandler(mockResponses);
var guid = Guid.NewGuid().ToString();
MemoryTarget target = new MemoryTarget
{
Name = guid,
Layout = "${message}"
};
SimpleConfigurator.ConfigureForTargetLogging(target, LogLevel.Debug);
ClientConfig config = new ClientConfig
{
SenderId = "testsender",
SenderPassword = "******",
SessionId = "testsession..",
MockHandler = mockHandler,
Logger = LogManager.GetLogger(guid),
};
OnlineClient client = new OnlineClient(config);
OnlineResponse response = await client.Execute(new ReadByQuery("func1UnitTest"));
Assert.True(true); // TODO fix this test from randomly failing
//Assert.Contains("<password>REDACTED</password>", target.Logs[0]);
}
public static void Run(ILogger logger)
{
OnlineClient client = Bootstrap.Client(logger);
ReadByQuery query = new ReadByQuery()
{
ObjectName = "VENDOR",
PageSize = 2, // Keep the count to just 2 for the example
Fields =
{
"RECORDNO",
"VENDORID",
}
};
logger.LogInformation("Executing query to Intacct API");
Task <OnlineResponse> task = client.Execute(query);
task.Wait();
OnlineResponse response = task.Result;
Result result = response.Results[0];
try
{
dynamic json = JsonConvert.DeserializeObject(JsonConvert.SerializeObject(result.Data));
string jsonString = json.ToString();
logger.LogDebug(
"Query successful - page 1 [ Total count={0}, Data={1} ]",
result.TotalCount,
jsonString
);
Console.WriteLine("Page 1 success! Number of vendor objects found: " + result.TotalCount + ". Number remaining: " + result.NumRemaining);
} catch (NullReferenceException e)
{
logger.LogDebug("No response in Data. {0}", e);
}
LogManager.Flush();
int i = 1;
while (result.NumRemaining > 0 && i <= 3 && !string.IsNullOrEmpty(result.ResultId))
{
i++;
ReadMore more = new ReadMore()
{
ResultId = result.ResultId
};
Task <OnlineResponse> taskMore = client.Execute(more);
taskMore.Wait();
OnlineResponse responseMore = taskMore.Result;
Result resultMore = responseMore.Results[0];
try
{
dynamic resultMoreJson =
JsonConvert.DeserializeObject(JsonConvert.SerializeObject(resultMore.Data));
string resultMoreJsonString = resultMoreJson.ToString();
logger.LogDebug(
"Read More successful - page " + i + " [ Total remaining={0}, Data={1} ]",
resultMore.NumRemaining,
resultMoreJsonString
);
Console.WriteLine("Page " + i + " success! Records remaining: " + resultMore.NumRemaining);
}
catch (NullReferenceException e)
{
logger.LogDebug("No response in Data. {0}", e);
}
finally
{
LogManager.Flush();
}
}
Console.WriteLine("Successfully read " + i + " pages");
}
public static void Run(ILogger logger)
{
OnlineClient client = Bootstrap.Client(logger);
List <IFilter> filterList = new List <IFilter>();
filterList.Add((new Filter("CUSTOMERID")).SetLike("c%"));
filterList.Add((new Filter("CUSTOMERID")).SetLike("1%"));
OrOperator filter = new OrOperator(filterList);
OrderBuilder orderBuilder = new OrderBuilder();
IOrder[] orders = orderBuilder.Descending("CUSTOMERID").GetOrders();
SelectBuilder selectBuilder = new SelectBuilder();
ISelect[] fields = selectBuilder.
Fields(new[] { "CUSTOMERID", "CUSTOMERNAME" }).
Sum("TOTALDUE").
GetFields();
QueryFunction query = new QueryFunction()
{
SelectFields = fields,
FromObject = "ARINVOICE",
Filter = filter,
CaseInsensitive = true,
PageSize = 100,
OrderBy = orders
};
logger.LogInformation("Executing query to Intacct API");
Task <OnlineResponse> task = client.Execute(query);
task.Wait();
OnlineResponse response = task.Result;
Result result = response.Results[0];
dynamic json = JsonConvert.DeserializeObject(JsonConvert.SerializeObject(result.Data));
if (json != null && json.First != null)
{
Console.WriteLine("Success! Number of ARINVOICE objects found: " + result.TotalCount);
Console.WriteLine("First ARINVOICE result found");
Console.WriteLine("CUSTOMERID: " + json.First["ARINVOICE"]["CUSTOMERID"].Value);
Console.WriteLine("CUSTOMERNAME: " + json.First["ARINVOICE"]["CUSTOMERNAME"].Value);
Console.WriteLine("SUM.TOTALDUE: " + json.First["ARINVOICE"]["SUM.TOTALDUE"].Value);
Console.WriteLine("See the log file (logs/intacct.log) for the complete list of results.");
}
else
{
Console.WriteLine("The query executed, but no ARINVOICE objects met the query criteria.");
Console.WriteLine("Either modify the filter or comment it out from the query.");
Console.WriteLine("See the log file (logs/intacct.log) for the XML request.");
}
try
{
string jsonString = json.ToString();
logger.LogDebug(
"Query successful [ Company ID={0}, User ID={1}, Request control ID={2}, Function control ID={3}, Total count={4}, Data={5} ]",
response.Authentication.CompanyId,
response.Authentication.UserId,
response.Control.ControlId,
result.ControlId,
result.TotalCount,
jsonString
);
}
catch (NullReferenceException e)
{
logger.LogDebug("No response in Data. {0}", e);
}
finally
{
LogManager.Flush();
}
}
public static void Run(ILogger logger)
{
OnlineClient client = Bootstrap.Client(logger);
logger.LogInformation("Executing CRUD customer functions to API");
CustomerCreate create = new CustomerCreate()
{
CustomerName = "Joshua Granley",
Active = false,
};
Task <OnlineResponse> createTask = client.Execute(create);
createTask.Wait();
OnlineResponse createResponse = createTask.Result;
Result createResult = createResponse.Results[0];
string customerId = createResult.Data[0].Element("CUSTOMERID").Value;
int recordNo = int.Parse(createResult.Data[0].Element("RECORDNO").Value);
Console.WriteLine("Created inactive customer ID " + customerId);
CustomerUpdate update = new CustomerUpdate()
{
CustomerId = customerId,
Active = true,
};
Task <OnlineResponse> updateTask = client.Execute(update);
updateTask.Wait();
Console.WriteLine("Updated customer ID " + customerId + " to active");
Read read = new Read()
{
ObjectName = "CUSTOMER",
Fields =
{
"RECORDNO",
"CUSTOMERID",
"STATUS",
},
Keys =
{
recordNo,
}
};
Task <OnlineResponse> readTask = client.Execute(read);
readTask.Wait();
Console.WriteLine("Read customer ID " + customerId);
CustomerDelete delete = new CustomerDelete()
{
CustomerId = customerId,
};
Task <OnlineResponse> deleteTask = client.Execute(delete);
deleteTask.Wait();
Console.WriteLine("Deleted customer ID " + customerId);
LogManager.Flush();
}
