public void Affiliations(bool headquarters, bool parent, bool subordinate, bool independent)
{
var payload = SearchPayloadBuilder.Create().Build();
//Independent orgs should have no other flags in this category
if (independent)
{
var payloadind = SearchPayloadBuilder.Create()
.WithSearchTerms("test")
.Filters(FilterBuilder =>
FilterBuilder.Organization(OrganizationBuilder =>
OrganizationBuilder.AffiliationType(AffiliationTypeBuilder => AffiliationTypeBuilder.OnlyIndependent())))
.Build();
payload = payloadind;
}
//Subordinate orgs should have no other flags in this category
if (subordinate)
{
var payloadsub = SearchPayloadBuilder.Create()
.WithSearchTerms("test")
.Filters(FilterBuilder =>
FilterBuilder.Organization(OrganizationBuilder =>
OrganizationBuilder.AffiliationType(AffiliationTypeBuilder => AffiliationTypeBuilder.OnlySubordinate())))
.Build();
payload = payloadsub;
}
//This logic is assuming that all headquarters should be parents but not all parents are headquarters
if (parent)
{
if (headquarters)
{
var payloadhq = SearchPayloadBuilder.Create()
.WithSearchTerms("test")
.Filters(FilterBuilder =>
FilterBuilder.Organization(OrganizationBuilder =>
OrganizationBuilder.AffiliationType(AffiliationTypeBuilder => AffiliationTypeBuilder.OnlyParents())));
payloadhq.Filters(FilterBuilder =>
FilterBuilder.Organization(OrganizationBuilder =>
OrganizationBuilder.AffiliationType(AffiliationTypeBuilder => AffiliationTypeBuilder.OnlyHeadquarters())));
payload = payloadhq.Build();
}
else
{
var payloadpar = SearchPayloadBuilder.Create()
.WithSearchTerms("test")
.Filters(FilterBuilder =>
FilterBuilder.Organization(OrganizationBuilder =>
OrganizationBuilder.AffiliationType(AffiliationTypeBuilder => AffiliationTypeBuilder.OnlyParents())))
.Build();
payload = payloadpar;
}
}
//TestPayload(payload);
}
public void BuilderAllExplicit()
{
const string searchterms = "";
const int from = 1;
const int size = 25;
const string sortby = "organization_name";
string[] state = { "ny" };
const string zip = "";
const int radius = 50;
string[] msa = { "" };
string[] city = { "" };
string[] county = { "" };
string[] profilelevel = { "Platinum", "Bronze" };
string[] nteemajor = { "" };
string[] nteeminor = { "" };
string[] subsection = { "" };
string[] foundation = { "" };
const bool bmfstatus = true;
const bool pub78verified = true;
const int minemployees = 0;
const int maxemployees = 1000000000;
const int minrevenue = 0;
const int maxrevenue = 1000000000;
const int minexpenses = 0;
const int maxexpesnes = 1000000000;
const int minassets = 0;
const int maxassets = 100000000;
var payload = SearchPayloadBuilder.Create()
//search terms is a string used as a keyword search
.WithSearchTerms(searchterms)
//from is an integer to specify which record to start at for pagination
.From(from)
//size is an integer to specify how many records to return
.Size(size)
.Sort(SortBuilder =>
{
//sortby is a string to specify how to sort the records
SortBuilder.SortBy(sortby);
//sortbyascending is used to sort the records alphabectically. The sort is set to true when this is present in the form.
SortBuilder.SortByAscending();
//sortbydescending is used to sort the records reverse alphabectically. The sort is set to true when this is present in the form.
//SortBuilder.SortByDescending();
}
)
.Filters(filterBuilder =>
{
filterBuilder.Geography(geographyBuilder =>
{
//state is a string array to filter on multiple states
geographyBuilder.HavingState(state);
//zip is a string to filter on 1 zip code
//geographyBuilder.HavingZipCode(zip);
//radius is an integer to include up to 50 miles from the zip
geographyBuilder.WithinZipRadius(radius);
//msa is an string array to filter on multiple msa codes
geographyBuilder.HavingMSA(msa);
//city is a string array to filter on multiple cities
geographyBuilder.HavingCity(city);
//county is a string array to filter on multiple counties
geographyBuilder.HavingCounty(county);
}
);
filterBuilder.Organization(OrganizationBuilder =>
{
//profilelevel is a string array to filter on the seal of transparencies
OrganizationBuilder.HavingProfileLevel(profilelevel);
//nteemajor is a string array to filter on major ntee codes
OrganizationBuilder.HavingNTEEMajorCode(nteemajor);
//nteeminor is a string array to filter on minor ntee codes
OrganizationBuilder.HavingNTEEMinorCode(nteeminor);
//subsection is a string array to filer on subsection codes
OrganizationBuilder.HavingSubsectionCode(subsection);
//foundation is a string array to filer on foundation codes
OrganizationBuilder.HavingFoundationCode(foundation);
//bmfstatus is a boolean to filter on bmf status
OrganizationBuilder.IsOnBMF(bmfstatus);
//pub78verified is a boolean to filter on verification on pub 78
OrganizationBuilder.IsPub78Verified(pub78verified);
OrganizationBuilder.AffiliationType(AffiliationTypeBuilder =>
{
//only parents is used to filter parent organizations. The search is set to true when this is present in the form.
//AffiliationTypeBuilder.OnlyParents();
//only subordinate is used to filter subordinate organizations. The search is set to true when this is present in the form.
//AffiliationTypeBuilder.OnlySubordinate();
//only independent is used to filter independent organizations. The search is set to true when this is present in the form.
//AffiliationTypeBuilder.OnlyIndependent();
//only headquarters is used to filter headquarter organizations. The search is set to true when this is present in the form.
//AffiliationTypeBuilder.OnlyHeadquarters();
}
);
OrganizationBuilder.SpecificExclusions(SpecificExclusionBuilder =>
{
//exclude revoked organizations is used to filter out any revoked organizations. The search is set to true when this is present in the form.
SpecificExclusionBuilder.ExcludeRevokedOrganizations();
//exclude defunct or merged organizations is used to filter out any defunct or merged organizations. the search is set to true when this is present in the form.
SpecificExclusionBuilder.ExcludeDefunctOrMergedOrganizations();
}
);
OrganizationBuilder.NumberOfEmployees(MinMaxBuilder =>
{
//maxemployees is an integer to include organizations with the number of employees less than the specified amount
MinMaxBuilder.HavingMaximum(maxemployees);
//minemployees is an integer to include organizations with the number of employees more than the specified amount
MinMaxBuilder.HavingMinimum(minemployees);
}
);
OrganizationBuilder.FormTypes(FormTypeBuilder =>
{
//only f990 is used to filter organizations who filed a form 990. The search is set to true when this is present in the form.
FormTypeBuilder.OnlyF990();
//only f990pf is used to filter organizations who filed a form 990-pf. The search is set to true when this is present in the form.
//FormTypeBuilder.OnlyF990PF();
//only f990t required is used to filter organizations who are required to filed a form 990-t. The search is set to true when this is present in the form.
//FormTypeBuilder.Only990tRequired();
}
);
OrganizationBuilder.Audits(AuditBuilder =>
{
// having a133 audit is used to filter organizations who have completed an a133 audit. The search is set to true when this is present in the form.
AuditBuilder.HavingA133Audit();
}
);
}
);
filterBuilder.Financials(finBuilder =>
{
finBuilder.Form990Assets(assets =>
{
//maxassets is an integer to include organizations with assets less than the specified amount
assets.HavingMaximum(maxassets);
//minassets is an integer to include organizations with assets more than the specified amount
assets.HavingMinimum(minassets);
}
);
finBuilder.Form990Expenses(expenses =>
{
//maxexpenses is an integer to include organizations with expenses less than the specified amount
expenses.HavingMaximum(maxexpesnes);
//minexpenses is an integer to include organizations with expenses more than the specified amount
expenses.HavingMinimum(minexpenses);
}
);
finBuilder.Form990Revenue(revenue =>
{
//maxrevenue is an integer to include organizations with revenue less than the specified amount
revenue.HavingMaximum(maxrevenue);
//minrevenue is an integer to include organizations with revenue more than the specified amount
revenue.HavingMinimum(minrevenue);
}
);
}
);
}
)
.Build();
GuideStarClient.SubscriptionKeys.Add(Domain.EssentialsV2, ESSENTIALS_KEY);
var essentials = EssentialsResource.GetOrganization(payload);
}