void ConvertProspectToDebtor(CrmProspectClient crmProspect)
{
CWConvertProspectToDebtor cwwin = new CWConvertProspectToDebtor(api, crmProspect);
cwwin.Closing += async delegate
{
if (cwwin.DialogResult == true)
{
if (cwwin?.DebtorClient == null)
{
return;
}
CrmAPI crmApi = new CrmAPI(api);
var res = await crmApi.ConvertToDebtor(crmProspect, cwwin.DebtorClient);
UtilDisplay.ShowErrorCode(res);
if (res == ErrorCodes.Succes)
{
InitQuery();
}
}
};
cwwin.Show();
}
void CopyRecord(CrmProspectClient selectedItem)
{
if (selectedItem == null)
{
return;
}
var prospect = Activator.CreateInstance(selectedItem.GetType()) as CrmProspectClient;
CorasauDataGrid.CopyAndClearRowId(selectedItem, prospect);
var parms = new object[2] {
prospect, false
};
AddDockItem(TabControls.CrmProspectPage2, parms, Uniconta.ClientTools.Localization.lookup("Prospects"), "Add_16x16.png");
}
void InitPage(CrudAPI crudapi)
{
ribbonControl = frmRibbon;
BusyIndicator = busyIndicator;
layoutControl = layoutItems;
cbCountry.ItemsSource = Enum.GetValues(typeof(Uniconta.Common.CountryCode));
DebGroupLookUpEditor.api = ItemNameGrouplookupeditior.api = PriceListlookupeditior.api = Employeelookupeditor.api = dim1lookupeditior.api = dim2lookupeditior.api =
dim3lookupeditior.api = dim4lookupeditior.api = dim5lookupeditior.api = grouplookupeditor.api = LayoutGrouplookupeditior.api = crudapi;
var Comp = crudapi.CompanyEntity;
if (!Comp.InvPrice)
{
PriceListlookupeditior.Visibility = Visibility.Collapsed;
}
if (!Comp.InvPrice)
{
PriceListlookupeditior.Visibility = Visibility.Collapsed;
}
if (!Comp.InvClientName)
{
ItemNameGrouplookupeditior.Visibility = Visibility.Collapsed;
}
if (Comp.NumberOfDimensions == 0)
{
usedim.Visibility = Visibility.Collapsed;
}
else
{
Utility.SetDimensions(api, lbldim1, lbldim2, lbldim3, lbldim4, lbldim5, dim1lookupeditior, dim2lookupeditior, dim3lookupeditior, dim4lookupeditior, dim5lookupeditior, usedim);
}
if (LoadedRow == null)
{
frmRibbon.DisableButtons("Delete");
if (!isCopiedRow)
{
editrow = CreateNew() as CrmProspectClient;
editrow.SetMaster(Comp);
editrow.Country = Comp._CountryId;
}
}
layoutItems.DataContext = editrow;
frmRibbon.OnItemClicked += frmRibbon_OnItemClicked;
GetInterestAndProduct();
editrow.PropertyChanged += Editrow_PropertyChanged;
txtCompanyRegNo.EditValueChanged += TxtCVR_EditValueChanged;
}
public CWConvertProspectToDebtor(CrudAPI api, CrmProspectClient crmProspectClient)
{
crudApi = api;
crmProspect = crmProspectClient;
this.DataContext = this;
InitializeComponent();
grouplookupeditor.api = crudApi;
SetDebtorGroupSource();
#if !SILVERLIGHT
this.Title = Uniconta.ClientTools.Localization.lookup("ConvertToDebtor");
#endif
#if SILVERLIGHT
Utility.SetThemeBehaviorOnChildWindow(this);
#endif
this.Loaded += CW_Loaded;
}
public DebtorOfferPage2(CrudAPI crudApi, UnicontaBaseEntity master) /* called for add from particular account */
: base(crudApi, "")
{
InitializeComponent();
if (master != null)
{
Debtor = master as DebtorClient;
if (Debtor == null)
{
Prospect = master as CrmProspectClient;
if (Prospect == null)
{
Contact = master as ContactClient;
}
}
}
InitPage(crudApi, master);
}
public DebtorOfferPage2(UnicontaBaseEntity sourcedata, UnicontaBaseEntity master) /* called for edit from particular account */
: base(sourcedata, true)
{
InitializeComponent();
if (master != null)
{
Debtor = master as DebtorClient;
if (Debtor == null)
{
Prospect = master as CrmProspectClient;
if (Prospect == null)
{
Contact = master as ContactClient;
}
}
}
InitPage(api, master);
}
static void Main(string[] args)
{
AskCredentials(out username, out password);
#region Create session and log in
// Create connection
var connection = new UnicontaConnection(APITarget.Live);
// Create session
var session = new Session(connection);
// Login user. The guid required here is the partner API key which you will get when you ask for it as a partner.
var apiKey = new Guid("00000000-0000-0000-0000-000000000000");
if (apiKey.Equals(Guid.Empty))
{
Console.WriteLine("You need to set the API key");
return;
}
var logged = session.LoginAsync(username, password, Uniconta.Common.User.LoginType.API, apiKey).Result;
if (logged != Uniconta.Common.ErrorCodes.Succes)
{
Console.WriteLine("Login failed");
return;
}
#endregion
#region Selecting a company for the session
// Select the company for session, otherwise it will be default company in Uniconta
var companies = session.GetCompanies().Result;
var company = session.GetCompany(companies[0].CompanyId).Result; // Getting specific company
var defaultCompany = session.User._DefaultCompany; // returns an ID of the company
session.OpenCompany(defaultCompany, true); // true sets the default company for the session, not as a default company for the user
#endregion
#region API examples
// Set the API you want to use. Query, Crud and other APIs with different functionality
var api = new CrudAPI(session, company);
var qapi = new QueryAPI(session, company);
#endregion
#region Create records
// Insert example
CrmProspectClient prospect = new CrmProspectClient();
prospect.Name = "UC corp.";
prospect.CompanyRegNo = "12315151";
prospect.Address1 = "Tree 1, Branch 2";
// Single record insert
var error = api.Insert(prospect).Result;
Thread.Sleep(500); // This is just to make sure that insert is done before I request data
var tempProspects = api.Query <CrmProspectClient>().Result; // This is without any filters and gets all the entities
// This is local LINQ query, instead of using for loop or other loops to find correct entity
var master = tempProspects.Where(pr => pr.Name == "UC corp.").FirstOrDefault();
var contacts = new List <ContactClient>();
ContactClient contact = new ContactClient();
contact.Name = "Jane Doe";
contact.Email = "*****@*****.**";
contact.SetMaster(master);
contacts.Add(contact);
contact = new ContactClient();
contact.Name = "John Doe";
contact.Email = "*****@*****.**";
contact.SetMaster(master);
contacts.Add(contact);
// Bulk insert, warning, dont insert too many records. Try to do it in batches.
error = api.Insert(contacts).Result;
#endregion
#region Read records
// Plain no filter query, gets all the records on this entity in session company.
var debtorOrders = api.Query <DebtorOrderClient>().Result;
// Just to show, what we got
foreach (var creditor in debtorOrders)
{
Console.WriteLine("Order: " + creditor.OrderNumber + " - " + creditor.Account);
}
// Querying rows that are all related to master record.
var orderLines = api.Query <DebtorOrderLineClient>(debtorOrders[0]).Result;
// Setting up a filter
DateTime fromDate = new DateTime(DateTime.Today.Year, DateTime.Today.Month, 1);
DateTime toDate = DateTime.Today;
var filter = new List <PropValuePair>
{
PropValuePair.GenereteWhereElements("Date", typeof(DateTime), $"{fromDate.ToString("d/M-yyyy", CultureInfo.InvariantCulture)}..{toDate.ToString("d/M-yyyy", CultureInfo.InvariantCulture)}"),
PropValuePair.GenereteOrderByElement("Account", true) // This is sorting filter.
};
var invoices = api.Query <DebtorInvoiceClient>(filter).Result;
// Creating SQL filter
filter = new List <PropValuePair>();
filter.Add(PropValuePair.GenereteWhere("Account <= '1234' and Name like 'Something'"));
var debtorClients = api.Query <DebtorClient>(filter).Result;
// Pagination filter
var page = 0;
var pageSize = 10;
filter = new List <PropValuePair>();
filter.Add(PropValuePair.GenereteOrderByElement("RowId", false));
filter.Add(PropValuePair.GenereteSkipN(pageSize * page));
filter.Add(PropValuePair.GenereteTakeN(pageSize * (page + 1)));
debtorClients = api.Query <DebtorClient>(filter).Result;
#endregion
#region Update records
// Update example
var prospects = api.Query <CrmProspect>().Result;
prospects[0]._Address1 = "Tree 2, Branch 3";
error = api.Update(prospects[0]).Result;
// Update example using streamingmanager to make sure only fields you updated will be updated
prospects = api.Query <CrmProspect>().Result;
var updProspect = prospects[0];
var originalProspect = StreamingManager.Clone(updProspect);
updProspect._Address1 = "Tree 2, Branch 3";
error = api.Update(originalProspect, updProspect).Result;
// And again, you can update in bulk.
#endregion
#region Delete records
// Delete näide
prospects = api.Query <CrmProspect>().Result;
error = api.Delete(prospects[0]).Result;
#endregion
#region Additional possibilities
// MultiCrud enables you to insert, update and delete at the same time
// api.MultiCrud()
// NoResponse if no response is required with these operations
// api.InsertNoResponse();
// api.UpdateNoResponse();
// api.DeleteNoResponse();
// Cache
SQLCache cache = api.CompanyEntity.GetCache(typeof(InvItemClient));
if (cache == null)
{
cache = api.CompanyEntity.LoadCache(typeof(InvItemClient), api).Result;
}
var item = cache.Get("1001");
// Gets all records from cache
var invEntities = cache.GetRecords as InvItemClient[];
// Get specific items
var specItems = invEntities.Where(i => i.KeyName.Contains("old") && i.Available > 3);
#endregion
#region UserDocuments
// Insert UserDocuments
var file = File.ReadAllBytes(@"PATH TO FILE");
UserDocsClient newUserDoc = new UserDocsClient
{
Created = DateTime.Now,
DocumentType = FileextensionsTypes.DOCX,
Text = "My file name for UC",
_Data = file,
};
newUserDoc.SetMaster(prospect);
ErrorCodes errorCode = api.Insert(newUserDoc).Result;
// Read UserDocuments
var prospectDocuments = api.Query <UserDocsClient>(prospect).Result;
if (prospectDocuments.Length != 0)
{
var readResult = api.Read(prospectDocuments[0]).Result;
var fileBytes = prospectDocuments[0]._Data;
if (prospectDocuments[0].DocumentType == FileextensionsTypes.DOCX)
{
File.WriteAllBytes(@"PATH TO FILE", fileBytes);
}
}
#endregion
/*Other APIs:
*
* GeneralLedger:
* • ReportAPI
* • BankStatementAPI
* • DocumentAPI
* • FinancialYearAPI
* • PeriodTotalAPI
* • PostingAPI
* • StandardGLAccountAPI
* DebtorCreditor:
* • DebtorOrderAPI
* • InvoiceAPI
* • ReportAPI
* • TransactionAPI
* Inventory:
* • PostingAPI
* • ReportAPI
* System:
* • CompanyAPI
* • NumberSerieAPI
* • CompanyAccessAPI
* • UserAPI
*
*/
// Always try to close your session when done.
session.LogOut();
}
