/// <summary>
/// Gets the people based on the filters given
/// </summary>
public void getPeople()
{
Dictionary <string, object> filter_limit_select = new Dictionary <string, object> ();
filter_limit_select.Add("_start", "0");
filter_limit_select.Add("_limit", "3");
filter_limit_select.Add("_sort", "id");
filter_limit_select.Add("_dir", "ASC");
filter_limit_select.Add("_ff[]", "name");
filter_limit_select.Add("_ft[]", "bg");
filter_limit_select.Add("_fc[]", "Alex");
filter_limit_select.Add("_select_columns[]", columns);
try {
WorkbooksApiResponse response = workbooks.get("crm/people", filter_limit_select, null);
object[] allData = response.getData();
if (allData != null)
{
Console.WriteLine("Response Total: " + response.getTotal());
for (int i = 0; i < allData.Length; i++)
{
Dictionary <string, object> data = (Dictionary <string, object>)allData[i];
Console.WriteLine("Person name: " + data["name"] + " Object Ref: " + data["object_ref"]);
}
}
} catch (Exception wbe) {
Console.WriteLine("Error while getting the people record: " + wbe.Message);
Console.WriteLine("Stacktrace: " + wbe);
testLoginHelper.testExit(workbooks, 1);
}
}
// First filter structure: specify arrays for Fields ('_ff[]'), comparaTors ('_ft[]'), Contents ('_fc[]').
// Note that 'ct' (contains) is MUCH slower than equals. 'not_blank' requires Contents to compare with, but this is ignored.
public WorkbooksApiResponse getOrganisationsViaFilter()
{
Dictionary <string, object> filter3 = new Dictionary <string, object> ();
//Merge the limit_select and then add array of arrays
foreach (string limitKey in limit_select.Keys)
{
filter3.Add(limitKey, limit_select [limitKey]);
}
filter3.Add("_ff[]", new String[] { "main_location[county_province_state]", "main_location[county_province_state]", "main_location[street_address]" });
filter3.Add("_ft[]", new String[] { "eq", "ct", "not_blank" });
filter3.Add("_fc[]", new String[] { "Berkshire", "Yorkshire", "" });
filter3.Add("_fm", "(1 OR 2) AND 3"); // How to combine the above clauses, without this: 'AND'.
try {
WorkbooksApiResponse response3 = workbooks.assertGet("crm/organisations", filter3, null);
//workbooks.log("getOrganisationsViaFilter First ", new Object[] {response3.getFirstData()});
Console.WriteLine("Total: " + response3.getTotal());
object[] allData = response3.getData();
for (int i = 0; i < allData.Length; i++)
{
Dictionary <string, object> data = (Dictionary <string, object>)allData[i];
Console.WriteLine(i + ") " + data["name"] + " - " + data["main_location[county_province_state]"]);
}
return(response3);
} catch (Exception wbe) {
Console.WriteLine("Error while getting the Organisations record: " + wbe);
Console.WriteLine(wbe.StackTrace);
login.testExit(workbooks, 1);
}
return(null);
}
/*
* In order to generate a PDF you need to know the ID of the transaction document (the
* order, quotation, credit note etc) and the ID of a PDF template. You can find these out
* for a particular PDF by using the Workbooks Desktop, generating a PDF and examining the
* URL used to generate the PDF. You will see something like
*
* https://secure.workbooks.com/accounting/sales_orders/11941.pdf?template=232
*
* which implies a document ID of 11941 and a template ID of 232. The 'sales_orders' part
* indicates the type of transaction document you want to reference; see the Workbooks API
* Reference for a list of the available API endpoints.
*/
public void generatePDFs()
{
Dictionary <string, object> filter_limit_select = new Dictionary <string, object> ();
filter_limit_select.Add("_start", "0");
filter_limit_select.Add("_limit", "1");
filter_limit_select.Add("_sort", "id");
filter_limit_select.Add("_dir", "ASC");
filter_limit_select.Add("_select_columns[]", new String[] { "id" });
try {
WorkbooksApiResponse response = workbooks.assertGet("accounting/sales_orders", filter_limit_select, null);
object[] allData = response.getData();
if (allData != null)
{
if (allData.Length != 1)
{
workbooks.log("generatePDFs: Did not find any orders: ", new Object[] { allData });
login.testExit(workbooks, 1);
}
else
{
int orderId = (int)((Dictionary <string, object>)allData[0])["id"];
// Now generate the PDF
String url = "accounting/sales_orders/" + orderId + ".pdf";
// Important to add the decode_json as false for PDFs
Dictionary <string, object> options = new Dictionary <string, object> ();
options.Add("decode_json", false);
Dictionary <string, object> templateParams = new Dictionary <string, object> ();
templateParams.Add("template", pdfTemplateId);
workbooks.get(url, templateParams, options);
workbooks.log("generatePDFs finished");
}
}
} catch (Exception wbe) {
workbooks.log("Exception while generating PDF", new Object[] { wbe }, "error");
Console.WriteLine(wbe.StackTrace);
login.testExit(workbooks, 1);
}
}
// The equivalent using a second filter structure: a JSON-formatted string array of arrays containg 'field, comparator, contents'
public WorkbooksApiResponse getOrganisationsViaFilterJson()
{
Dictionary <string, object> filter3 = new Dictionary <string, object> ();
/*
* Syntax to create array of arrays is
* 1) [[a, b, c], [x,y,z], [1,2,3]]; Note the two square brackets
* 2) new String[][] {new string[]{a,b,c}, new string[] {x,y,z},new string[] {1,2,3}} see the above method for this syntax
*/
//Merge the limit_select and then add array of arrays
foreach (string limitKey in limit_select.Keys)
{
filter3.Add(limitKey, limit_select [limitKey]);
}
filter3.Add("_filter_json", "[" +
"['main_location[county_province_state]', 'eq', 'Berkshire']," +
"['main_location[county_province_state]', 'ct', 'Yorkshire']," +
"['main_location[street_address]', 'not_blank', '']" +
"]");
filter3.Add("_fm", "(1 OR 2) AND 3");
try{
WorkbooksApiResponse response3 = workbooks.assertGet("crm/organisations", filter3, null);
//workbooks.log("getOrganisationsViaFilterJson First: ", new Object[] {response3.getFirstData()});
Console.WriteLine("Total: " + response3.getTotal());
object[] allData = response3.getData();
for (int i = 0; i < allData.Length; i++)
{
Dictionary <string, object> data = (Dictionary <string, object>)allData[i];
Console.WriteLine(i + ") " + data["name"] + " - " + data["main_location[county_province_state]"]);
}
return(response3);
} catch (Exception wbe) {
Console.WriteLine("Error while getting the organisations record: " + wbe.Message);
Console.WriteLine(wbe.StackTrace);
login.testExit(workbooks, 1);
}
return(null);
}
// The equivalent using a third filter structure: an array of filters, each containg 'field, comparator, contents'.
public WorkbooksApiResponse getOrganisationsViaFilterArray()
{
Dictionary <string, object> filter3 = new Dictionary <string, object> ();
/* Merge the limit_select and then add array of arrays
* Syntax to create array of arrays is
* 1) [[a, b, c], [x,y,z], [1,2,3]]; Note the two square brackets . See below method for example
* 2) new String[][] {new string[]{a,b,c}, new string[] {x,y,z},new string[] {1,2,3}}
*/
//Merge the limit_select and then add array of arrays
foreach (string limitKey in limit_select.Keys)
{
filter3.Add(limitKey, limit_select [limitKey]);
}
filter3.Add("_filters[]", new String[][] {
new string[] { "main_location[county_province_state]", "eq", "Berkshire" },
new string[] { "main_location[county_province_state]", "ct", "Yorkshire" },
new string[] { "main_location[street_address]", "not_blank", "" }
});
filter3.Add("_fm", "(1 OR 2) AND 3"); // How to combine the above clauses, without this: 'AND'.
try {
WorkbooksApiResponse response3 = workbooks.assertGet("crm/organisations", filter3, null);
Console.WriteLine("Total: " + response3.getTotal());
//workbooks.log("getOrganisationsViaFilterArray First: ", new Object[] {response3.getFirstData()});
object[] allData = response3.getData();
for (int i = 0; i < allData.Length; i++)
{
Dictionary <string, object> data = (Dictionary <string, object>)allData[i];
Console.WriteLine(i + ") " + data["name"] + " - " + data["main_location[county_province_state]"]);
}
return(response3);
} catch (Exception wbe) {
Console.WriteLine("Error while getting the organisations record: " + wbe.Message);
Console.WriteLine(wbe.StackTrace);
login.testExit(workbooks, 1);
}
return(null);
}
