//TODO: Inspect the field modified_by in the response;
//TODO: Returns ZCRMModule.. Inspect the method;
private ZCRMModule GetZCRMModule(JObject moduleDetails)
{
ZCRMModule module = ZCRMModule.GetInstance(Convert.ToString(moduleDetails.GetValue("api_name")));
module.Id = Convert.ToInt64(moduleDetails.GetValue("id"));
module.SystemName = Convert.ToString(moduleDetails.GetValue("module_name"));
module.SingularLabel = Convert.ToString(moduleDetails.GetValue("singular_label"));
module.PluralLabel = Convert.ToString(moduleDetails.GetValue("plural_label"));
module.Creatable = Convert.ToBoolean(moduleDetails.GetValue("creatable"));
module.Viewable = Convert.ToBoolean(moduleDetails.GetValue("viewable"));
module.Editable = Convert.ToBoolean(moduleDetails.GetValue("editable"));
module.Convertible = Convert.ToBoolean(moduleDetails.GetValue("convertible"));
module.Deletable = Convert.ToBoolean(moduleDetails.GetValue("deletable"));
module.CustomModule = Convert.ToBoolean(moduleDetails.GetValue("generated_type").ToString().Equals("custom"));
JArray accessibleProfilesArray = (JArray)moduleDetails.GetValue("profiles");
foreach (JObject accessibleProfiles in accessibleProfilesArray)
{
ZCRMProfile profile = ZCRMProfile.GetInstance(Convert.ToInt64(accessibleProfiles.GetValue("id")), Convert.ToString(accessibleProfiles.GetValue("name")));
module.AddAccessibleProfiles(profile);
}
Console.WriteLine(moduleDetails["modified_by"].Type == JTokenType.Null);
if (moduleDetails["modified_by"].HasValues)
{
JObject modifiedByObject = (JObject)moduleDetails.GetValue("modified_by");
ZCRMUser modifiedUser = ZCRMUser.GetInstance(Convert.ToInt64(modifiedByObject["id"]), Convert.ToString(modifiedByObject.GetValue("name")));
module.ModifiedBy = modifiedUser;
module.ModifiedTime = Convert.ToString(moduleDetails.GetValue("modified_time"));
}
if (moduleDetails.ContainsKey("related_lists"))
{
List <ZCRMModuleRelation> relatedLists = new List <ZCRMModuleRelation>();
JArray relatedListsArray = (JArray)moduleDetails.GetValue("related_lists");
foreach (JObject relatedListDetails in relatedListsArray)
{
ZCRMModuleRelation relatedList = ZCRMModuleRelation.GetInstance(module.ApiName, Convert.ToString(relatedListDetails.GetValue("api_name)")));
SetRelatedListProperties(relatedList, relatedListDetails);
relatedLists.Add(relatedList);
}
module.RelatedLists = relatedLists;
}
if (moduleDetails.ContainsKey("business_card_fields"))
{
List <string> bcFields = new List <string>();
JArray bcFieldsArray = (JArray)moduleDetails.GetValue("business_card_fields");
foreach (JObject bcField in bcFieldsArray)
{
bcFields.Add(bcField.ToString());
}
module.BussinessCardFields = bcFields;
}
if (moduleDetails.ContainsKey("layouts"))
{
module.Layouts = ModuleAPIHandler.GetInstance(module).GetAllLayouts(moduleDetails);
}
return(module);
}
public BulkAPIResponse <ZCRMRecord> InsertIssuer(IssuerModel issuer)
{
// hardcode
ZCRMRestClient.Initialize(config);
ZohoOAuthClient client = ZohoOAuthClient.GetInstance();
string refreshToken = "1000.354c162c19b5da4fc4053bc4e38dd27f.1e548f961cc913acbacd82fbad0a3387";
string userMailId = "*****@*****.**";
ZohoOAuthTokens tokens = client.GenerateAccessTokenFromRefreshToken(refreshToken, userMailId);
List <ZCRMRecord> records = new List <ZCRMRecord>();
ZCRMRecord record1 = new ZCRMRecord("accounts"); //module api name
record1.SetFieldValue("Account_Name", issuer.UserName);
record1.SetFieldValue("Full_Name", issuer.FullName);
record1.SetFieldValue("Username", issuer.UserName);
record1.SetFieldValue("Industry", "1");
record1.SetFieldValue("Company_Name", issuer.BusinessName.ToString());
record1.SetFieldValue("Phone", issuer.MobileNumber);
record1.SetFieldValue("Fax", issuer.MobileNumber);
record1.SetFieldValue("Employees", 1);
record1.SetFieldValue("Total_Amount_Disbursed", issuer.totaldisbursed);
record1.SetFieldValue("Last_Repayment_Date", issuer.LastRepaymentDate.Value.ToString());
record1.SetFieldValue("Days_Overdue", issuer.daysoverdue);
record1.SetFieldValue("Issuer_Account_Balance", issuer.ActualAmount);
record1.SetFieldValue("Outstanding_Amount_with_Late_Fee", issuer.outamountwithlf);
record1.SetFieldValue("Outstanding_Amount_no_Late_Fee", issuer.outamountwithoutlf);
record1.SetFieldValue("Outstanding_Late_Fee", issuer.outstandinglf);
record1.SetFieldValue("Total_Amount_Overdue", issuer.overdueamount);
record1.SetFieldValue("Total_Principle_Paid", issuer.totalpaidprincipal);
record1.SetFieldValue("Total_Interest_Paid", issuer.totalpaidinterest);
record1.SetFieldValue("Total_Late_Fee_Paid", issuer.paidlatefees);
record1.SetFieldValue("Total_Late_Interest_Paid", issuer.totalpaidlateinterest);
record1.SetFieldValue("Total_Paid_Amount", issuer.TotalPaidAmount);
record1.CreatedTime = DateTime.UtcNow.Ticks.ToString();
records.Add(record1);
ZCRMModule moduleIns = ZCRMModule.GetInstance("accounts"); //module api name
BulkAPIResponse <ZCRMRecord> response = moduleIns.CreateRecords(records); //records - list of ZCRMRecord instances filled with required data for upsert.
List <ZCRMRecord> insertedRecords = response.BulkData; //upsertedRecords - list of ZCRMRecord instance
foreach (var entityID in response.BulkData)
{
var newID = new tbl_CheckID
{
IDZoho = entityID.EntityId,
EmailMS = issuer.UserName
};
dbzoho.tbl_CheckID.Add(newID);
dbzoho.SaveChanges();
}
List <EntityResponse> entityResponses = response.BulkEntitiesResponse; //entityResponses - list of EntityResponses instance
return(response);
}
public List <ZCRMRecord> Post()
{
//test
ZCRMRestClient.Initialize(config);
ZohoOAuthClient client = ZohoOAuthClient.GetInstance();
string refreshToken = "1000.354c162c19b5da4fc4053bc4e38dd27f.1e548f961cc913acbacd82fbad0a3387";
string userMailId = "*****@*****.**";
ZohoOAuthTokens tokens = client.GenerateAccessTokenFromRefreshToken(refreshToken, userMailId);
List <ZCRMRecord> records = new List <ZCRMRecord>();
var dbContext = new MS_DEVEntities();
var data = dbContext.Database.SqlQuery <InvestorModel>("select investorinfo.*,investamount.totalinvestedamount,investamount.paidP,paidI,paidLI,TotalAmountReceived,currentinFunding,numberofinvested,convert(decimal(18,2),Closeoff_PI)as Closeoff_PI,numofcloseoff,numberoffullypaidnotes,numofdelinquent,convert(decimal(18,2),outstanding_I)as outstanding_I,convert(decimal(18,2),outstanding_P)as outstanding_P,convert(decimal(18,2),outstandingPI)as outstandingPI from ( select oldinformation.*, newinformation.age, newinformation.FullName, newinformation.Gender, newinformation.Mobilenumber, newinformation.Nationality, newinformation.DateofBirth, newinformation.NRIC_Number, newinformation.PassportNumber from( select almost.*, lastlogin from( select users.*, ActualAmount from( select USER_ID, ActualAmount from tbl_Balances where User_ID is not null) as balance left join( select UserID, username, QualifiedDate, AdminVerification, DateCreated from tbl_users ) as users on balance.User_ID = users.UserID) as almost left join( select UserName, max(timestamp) as lastlogin from tbl_AuditLog group by UserName) as pre on almost.UserName = pre.UserName) as oldinformation left join( select User_ID, FullName, Gender, DateofBirth, datediff(year, DateofBirth, getdate()) as age, NRIC_Number, PassportNumber, Mobilenumber, Nationality from tbl_AccountDetails) as newinformation on oldinformation.UserID = newinformation.User_ID) as investorinfo left join( select totalinvested.*,paidI,paidP,paidLI,TotalAmountReceived,OfferedAmount as currentinFunding,numberofinvested,Closeoff_PI,numofcloseoff,numberoffullypaidnotes,outstanding_I,outstanding_P,outstandingPI,numofdelinquent From( select Investor_Id, sum(acceptedamount) as totalinvestedamount from( select OfferId, Investor_Id, case when LoanRequest_Id in (2036, 2001, 2037, 2019, 2004, 2059, 2020, 1994, 2053) then 0 else AcceptedAmount end as acceptedamount,LoanRequest_Id,case when LoanRequest_Id = 2001 then concat('2001','-',offerid) else ContractId end as newcontractid from tbl_Loanoffers where OfferStatus = 1) as a where acceptedamount<>0 group by Investor_Id) as totalinvested left join( select Investor_Id,convert(decimal(18, 2), sum(isnull(paidinterest, 0))) as paidI, convert(decimal(18, 2), sum(isnull(paidprincipal, 0))) as paidP,convert(decimal(18, 2), sum(isnull(paidlateinterest, 0))) as paidLI, convert(decimal(18, 2), sum(isnull(paidinterest, 0) + isnull(paidprincipal, 0) + isnull(paidlateinterest, 0))) as TotalAmountReceived from( select pre1.Investor_Id, pre1.AcceptedAmount, pre1.LoanRequest_Id, pre1.newcontractid, InvestorRepaymentPayment.* from( select OfferId, Investor_Id, AcceptedAmount, LoanRequest_Id,case when LoanRequest_Id = 2001 then concat('2001', '-', offerid) else ContractId end as newcontractid from tbl_Loanoffers where OfferStatus = 1 ) as pre1 join InvestorRepaymentPayment on pre1.OfferId = InvestorRepaymentPayment.OfferID ) as paidamount group by Investor_Id) as totalpaidamount on totalinvested.Investor_Id = totalpaidamount.Investor_Id left join( select Investor_Id,OfferedAmount from tbl_Loanoffers join( select* from tbl_LoanRequests where LoanStatus= 2) as a on tbl_Loanoffers.LoanRequest_Id = a.RequestId) as currentfunding on totalinvested.Investor_Id = currentfunding.Investor_Id left join( select Investor_Id,count(totalinvested) as numberofinvested from( select Investor_Id, sum(acceptedamount) as totalinvested, LoanRequest_Id from( select OfferId, Investor_Id, case when LoanRequest_Id in (2036, 2001, 2037, 2019, 2004, 2059, 2020, 1994, 2053) then 0 else AcceptedAmount end as acceptedamount,LoanRequest_Id,case when LoanRequest_Id = 2001 then concat('2001','-',offerid) else ContractId end as newcontractid from tbl_Loanoffers where OfferStatus = 1) as a where acceptedamount<>0 group by Investor_Id,LoanRequest_Id) as final group by Investor_Id) as numberofinvest on totalinvested.Investor_Id = numberofinvest.Investor_Id left join( select Investor_Id,sum(Principal - isnull(paidprincipal, 0) + interest - isnull(paidinterest, 0)) as Closeoff_PI from( select b.*, c.Investor_Id, c.AcceptedAmount, c.newcontractid from( select a.* From( select InvestorRepayment.*, LoanRequest_Id from InvestorRepayment left join tbl_Loanoffers on InvestorRepayment.OfferID = tbl_Loanoffers.OfferId) as a left join tbl_LoanRequests on a.LoanRequest_Id = tbl_LoanRequests.RequestId where LoanStatus = 9) as b left join( select OfferId, Investor_Id, AcceptedAmount, LoanRequest_Id,case when LoanRequest_Id = 2001 then concat('2001', '-', offerid) else ContractId end as newcontractid from tbl_Loanoffers where OfferStatus = 1) as c on b.OfferId = c.OfferId) as d where PayStatus<>1 group by Investor_Id) as closeoffamount on totalinvested.Investor_Id = closeoffamount.Investor_Id left join( select Investor_Id, count(totalclose) as numofcloseoff from( select a.Investor_Id, sum(AcceptedAmount) as totalclose, LoanRequest_Id from( select OfferId, Investor_Id, AcceptedAmount, LoanRequest_Id,case when LoanRequest_Id = 2001 then concat('2001', '-', offerid) else ContractId end as newcontractid from tbl_Loanoffers where OfferStatus = 1) as a left join tbl_LoanRequests on a.LoanRequest_Id = tbl_LoanRequests.RequestId where LoanStatus = 9 group by Investor_Id,LoanRequest_Id) as final group by Investor_Id) as numberofcloseoff on totalinvested.Investor_Id = numberofcloseoff.Investor_Id left join( select Investor_Id,count(amount) as numberoffullypaidnotes from( select Investor_Id, sum(acceptedamount) as amount, LoanRequest_Id from( select OfferId, Investor_Id, AcceptedAmount, LoanRequest_Id,case when LoanRequest_Id = 2001 then concat('2001', '-', offerid) else ContractId end as newcontractid from tbl_Loanoffers where OfferStatus = 1) as a left join tbl_LoanRequests on a.LoanRequest_Id = tbl_LoanRequests.RequestId where LoanStatus = 7 group by Investor_Id,LoanRequest_Id) as final group by Investor_Id) as fully on totalinvested.Investor_Id = fully.Investor_Id left join( select Investor_Id,sum(principal - isnull(paidprincipal, 0)) as outstanding_P, sum(Interest - isnull(paidinterest, 0)) as outstanding_I, sum(principal + interest - isnull(paidprincipal, 0) - isnull(paidinterest, 0)) as outstandingPI from( select b.*, Investor_Id from( select a.* From( select InvestorRepayment.*, LoanRequest_Id from InvestorRepayment left join tbl_Loanoffers on InvestorRepayment.OfferID = tbl_Loanoffers.OfferId) as a left join tbl_LoanRequests on a.LoanRequest_Id = tbl_LoanRequests.RequestId where LoanStatus in (3, 5, 7, 9)) as b left join( select OfferId, Investor_Id, AcceptedAmount, LoanRequest_Id,case when LoanRequest_Id = 2001 then concat('2001', '-', offerid) else ContractId end as newcontractid from tbl_Loanoffers where OfferStatus = 1) as c on b.OfferID = c.OfferId) as final where PayStatus<>1 group by Investor_Id) as deliquentamount on totalinvested.Investor_Id = deliquentamount.Investor_Id left join( select Investor_Id,count(LoanRequest_Id) as numofdelinquent from( select Investor_Id, sum(acceptedamount) as amount, LoanRequest_Id from( select a.*, RequestId from( select OfferId, Investor_Id, AcceptedAmount, LoanRequest_Id,case when LoanRequest_Id = 2001 then concat('2001', '-', offerid) else ContractId end as newcontractid from tbl_Loanoffers where OfferStatus = 1) as a left join(select* from tbl_LoanRequests where LoanStatus in (3,5,9) ) as b on a.LoanRequest_Id = b.RequestId where RequestId is not null) as pre group by Investor_Id,LoanRequest_Id) as final group by Investor_Id) as numberofdelinquent on totalinvested.Investor_Id = numberofdelinquent.Investor_Id) as investamount on investorinfo.UserID = investamount.Investor_Id").ToList();
//foreach (var rc in data)
//{
ZCRMRecord record1 = new ZCRMRecord("accounts"); //module api name
record1.SetFieldValue("UserID", "rc.CompanyName");
record1.SetFieldValue("FullName", "rc.FullName");
record1.SetFieldValue("UserName", "rc.UserName");
record1.SetFieldValue("Age", "rc.MobileNumber");
record1.SetFieldValue("Gender", "rc.IssuerAccountBalance");
record1.SetFieldValue("NRIC_Number", "rc.OverdueDate");
record1.SetFieldValue("PassportNumber", "rc.TotalAmountDisbursed");
record1.SetFieldValue("Nationality", "rc.TotalAmountOverdue");
record1.SetFieldValue("DateOfBirth", "rc.OutstandingLateFee");
record1.SetFieldValue("MobileNumber", "rc.OutstandingAmountNoLateFee");
record1.SetFieldValue("SignUpDate", "rc.OutstandingAmountWithLateFee");
record1.SetFieldValue("AdminVerification", "rc.LastRepaymentDate");
record1.SetFieldValue("QualifiedDate", "rc.TotalFeesPaid");
record1.SetFieldValue("LatestLogin", "rc.TotalPrincipalPaid");
record1.SetFieldValue("SumOfNumInvestNotes", "rc.TotalInterestPaid");
record1.SetFieldValue("InvestorAmount_TotalInvested", " rc.TotalLateInterestPaid");
record1.SetFieldValue("SumOfLedgerAmount", "rc.CompanyName");
record1.SetFieldValue("NumberOfDelinquentNote", "rc.FullName");
record1.SetFieldValue("TotalDelinquentAmount", "rc.UserName");
record1.SetFieldValue("NumberOfFullyPaidNote", "rc.MobileNumber");
record1.SetFieldValue("InvestorAmount_PrincipalReceived", "rc.IssuerAccountBalance");
record1.SetFieldValue("InvestorAmount_InvestReceived", "rc.OverdueDate");
record1.SetFieldValue("TotalAmountReceived", "rc.TotalAmountDisbursed");
record1.SetFieldValue("SumOftotPaidLateInterest", "rc.TotalAmountOverdue");
record1.SetFieldValue("NumberOfCloseOffNote", "rc.OutstandingLateFee");
record1.SetFieldValue("TotalCloseOffPandI", "rc.OutstandingAmountNoLateFee");
record1.SetFieldValue("CurrentInFundingAmount", "rc.OutstandingAmountWithLateFee");
record1.SetFieldValue("InvestorAmount_OutstandingP", "rc.LastRepaymentDate");
record1.SetFieldValue("InvestorAmount_OutstandingI", "rc.TotalFeesPaid");
records.Add(record1);
//ZCRMModule moduleIns = ZCRMModule.GetInstance("Leads"); //module api name
//BulkAPIResponse<ZCRMRecord> response = moduleIns.CreateRecords(records);
// }
ZCRMModule moduleIns = ZCRMModule.GetInstance("accounts"); //module api name
BulkAPIResponse <ZCRMRecord> response = moduleIns.CreateRecords(records); //records - list of ZCRMRecord instances filled with required data for upsert.
List <ZCRMRecord> upsertedRecords = response.BulkData; //upsertedRecords - list of ZCRMRecord instance
List <EntityResponse> entityResponses = response.BulkEntitiesResponse; //entityResponses - list of EntityResponses instance
return(records);
}
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 MainWindow()
{
Dictionary <string, string> config = new Dictionary <string, string>()
{
{ "client_id", "1000.CA55W5WB17IEJHLXLMIPIL6T6ZC8QH" },
{ "client_secret", "c81a851b825ca20e89e1868a4a15f3581dc06fb38e" },
{ "redirect_uri", "https://www.google.com/" },
{ "access_type", "offline" },
{ "iamUrl", "https://accounts.zoho.com" },
{ "persistence_handler_class", "ZCRMSDK.OAuth.ClientApp.ZohoOAuthFilePersistence,ZCRMSDK" },
{ "oauth_tokens_file_path", "C:\\Users\\Admin\\source\\repos\\WpfApp1\\tokens.txt" },
{ "mysql_username", "root" },
{ "mysql_password", "" },
{ "mysql_database", "zohooauth" },
{ "mysql_server", "localhost" },
{ "mysql_port", "3306" },
{ "apiBaseUrl", "https://www.zohoapis.com" },
{ "photoUrl", "{photo_url}" },
{ "apiVersion", "v2" },
{ "logFilePath", "C:\\Users\\source\\repos\\WpfApp1\\logFile.txt" },
{ "timeout", "" },
{ "minLogLevel", "" },
{ "domainSuffix", "com" },
{ "currentUserEmail", "*****@*****.**" }
};
InitializeComponent();
ZCRMRestClient.Initialize(config);
ZohoOAuthClient client = ZohoOAuthClient.GetInstance();
List <string> fieldsLeads = new List <string> {
"id", "First_Name", "Last_Name", "E_mail", "Print_Status"
};
ZCRMModule moduleIns = ZCRMModule.GetInstance("Leads");
string modifiedTime = DateTime.Today.ToString("yyyy-MM-dd'T'HH:mm:ss");
BulkAPIResponse <ZCRMRecord> response = moduleIns.GetRecords(2187808000000087509, "id", CommonUtil.SortOrder.asc, 1, 200, modifiedTime, fieldsLeads);
dynamic records = JObject.Parse((response.ResponseJSON).ToString());
var data = records.data;
if (data != null)
{
List <Lead> leadsList = new List <Lead>();
foreach (var record in data)
{
leadsList.Add(new Lead {
isSelected = false, id = record.id, First_Name = record.First_Name, Last_Name = record.Last_Name, E_mail = record.E_mail, Print_Status = record.Print_Status
});
}
leadsGrid.ItemsSource = leadsList;
}
}
public ZCRMRecord GetSpecificRecord(string crmModuleName, long recordId)
{
try
{
ZCRMModule moduleIns = ZCRMModule.GetInstance(crmModuleName); //module api name
APIResponse response = moduleIns.GetRecord(recordId); //3372164000000190001 is record id
ZCRMRecord record = (ZCRMRecord)response.Data;
return(record);
}
catch (Exception exception)
{
return(null);
}
}
public List <ZCRMField> GetFields(string crmModuleName)
{
try
{
ZCRMModule moduleIns = ZCRMModule.GetInstance(crmModuleName); //module api name
BulkAPIResponse <ZCRMField> response = moduleIns.GetAllFields(); //3372164000000190001 is record id
List <ZCRMField> records = response.BulkData;
return(records);
}
catch (Exception exception)
{
return(null);
}
}
public List <ZCRMRecord> GetAllRecords(string crmModuleName)
{
try
{
ZCRMModule moduleIns = ZCRMModule.GetInstance(crmModuleName); //module api name
List <string> fields = new List <string> {
"Last_Name", "Company", "Email", "id"
}; //field api name
BulkAPIResponse <ZCRMRecord> response = moduleIns.GetRecords(fields); // get Records with cvId, sortByField, sortOrder, startIndex, endIndex and fieldApiNamelist.
List <ZCRMRecord> records = response.BulkData;
return(records);
}
catch (Exception exception)
{
return(null);
}
}
// POST api/issuer
public List <ZCRMRecord> Post()
{
//tesst
ZCRMRestClient.Initialize(config);
ZohoOAuthClient client = ZohoOAuthClient.GetInstance();
string refreshToken = "1000.354c162c19b5da4fc4053bc4e38dd27f.1e548f961cc913acbacd82fbad0a3387";
string userMailId = "*****@*****.**";
ZohoOAuthTokens tokens = client.GenerateAccessTokenFromRefreshToken(refreshToken, userMailId);
List <ZCRMRecord> records = new List <ZCRMRecord>();
var dbContext = new MS_DEVEntities();
var data = dbContext.Database.SqlQuery <IssuerModel>("select BusinessName,FullName,Mobilenumber,UserName,ActualAmount,max(daysoverdue) as daysoverdue, sum(totaldisbursed) as totaldisbursed, convert(decimal(18,2),sum(isnull(overdueamount,0)))as overdueamount, convert(decimal(18,2),sum(isnull(outstandinglf,0)))as outstandinglf,convert(decimal(18,2),sum(isnull(outamountwithoutlf,0)))as outamountwithoutlf,convert(decimal(18,2),sum(isnull(outamountwithlf,0)))as outamountwithlf, max(lastrepaymentdate)as lastrepaymentdate,convert(decimal(18,2), sum(isnull(totalpaidamount,0)))as totalpaidamount,convert(decimal(18,2),sum(isnull(totalpaidprincipal,0)))as totalpaidprincipal,convert(decimal(18,2),sum(isnull(totalpaidinterest,0)))as totalpaidinterest,convert(decimal(18,2), sum(isnull(totalpaidlateinterest,0)))as totalpaidlateinterest,convert(decimal(18,2),sum(isnull(paidlatefees,0)))as paidlatefees from( select company.BusinessName, company.FullName,case when company.Mobilenumber = '94389427' and company.UserName = '******' then '97521852' else company.Mobilenumber end as Mobilenumber,case when company.UserName = '******' then '*****@*****.**' else company.UserName end as UserName,company.ActualAmount,max(DAYS_OVERDUE) as daysoverdue, sum(finalamount) as totaldisbursed, sum(isnull(overdueamount, 0)) as overdueamount, sum(isnull(outstandinglf, 0)) as outstandinglf,sum(isnull(outamountwithoutlf, 0)) as outamountwithoutlf,sum(isnull(outamountwithlf, 0)) as outamountwithlf, max(lastrepaymentdate) as lastrepaymentdate, sum(isnull(totalpaidamount, 0)) as totalpaidamount,sum(isnull(totalpaidprincipal, 0)) as totalpaidprincipal,sum(isnull(totalpaidinterest, 0)) as totalpaidinterest, sum(isnull(totalpaidlateinterest, 0)) as totalpaidlateinterest,sum(isnull(paidlatefees, 0)) as paidlatefees from( select LoanRequestID, overduesincedate, lastrepaymentdate,case when LoanStatus = 8 then 0 else DAYS_OVERDUE end as days_overdue, case when loanstatus = 8 then 0 else overdueamount end as overdueamount,case when loanstatus = 8 then 0 else outamountwithoutlf end as outamountwithoutlf, case when LoanStatus = 8 then 0 else outamountwitlf end as outamountwithlf,case when LoanStatus = 8 then 0 else outstandinglf end as outstandinglf,case when LoanRequestID in (2036, 2001, 2037, 2019, 2004, 2059, 2020, 1994, 2053) then 0 else FinalAmount end as FinalAmount, paidlatefees,totalpaidamount,totalpaidprincipal,totalpaidinterest,totalpaidlateinterest from( select z.*,y.lastrepaymentdate,x.DAYS_OVERDUE,x.overdueamount,w.numofoutstandingrepayment,w.numofoverduerepayment,w.numofpaidrepayment,w.totalnumofrepayment,v.outamountwithoutlf,v.outamountwitlf,v.outstandinglf,u.FinalAmount,s.paidlatefees,r.totalpaidamount,q.accepteddate,p.totalpaidprincipal,o.totalpaidinterest,n.totalpaidlateinterest,m.LoanStatus from( select loanrequestid, min(iif(paystatus= 2, duedate,null)) as overduesincedate from issuerrepayment group by LoanRequestID) as z left join( select LoanRequestID, max(date) as lastrepaymentdate from issuerrepayment right join issuerrepaymentpayment on issuerrepayment.IssuerRepID = IssuerRepaymentPayment.IssuerRepID group by LoanRequestID) as y on z.LoanRequestID = y.LoanRequestID left join( select a1.*,b1.overdueamount from( select loanrequestid, isnull(DATEDIFF(day, MIN(IIF(PAYSTATUS<> 1,DUEDATE, NULL)),GETDATE()),0) AS DAYS_OVERDUE from issuerrepayment group by LoanRequestID ) as a1 left join( Select distinct LoanRequestID, Case when paystatus = 2 then SUM(Principal -isnull(PaidPrincipal, 0) - isnull(PaidInterest, 0) + Interest + isnull(lateinterest, 0)) over(partition by loanrequestID) else 0 end as overdueamount from IssuerRepayment where PayStatus = 2 ) as b1 on a1.LoanRequestID = b1.LoanRequestID) as x on z.LoanRequestID = x.LoanRequestID left join( select t.*,isnull(numpaid.numofpaidrepayment, 0) as numofpaidrepayment, isnull(numoverdue.numofoverduerepayment, 0) as numofoverduerepayment, isnull(numoutstanding.numofoutstandingrepayment, 0) as numofoutstandingrepayment from( select LoanRequestID, count(issuerrepid) as totalnumofrepayment from IssuerRepayment group by LoanRequestID) as t left join( select LoanRequestID, count(issuerrepid) as numofpaidrepayment from IssuerRepayment where PayStatus = 1 group by LoanRequestID) as numpaid on t.LoanRequestID = numpaid.LoanRequestID left join( select LoanRequestID, count(issuerrepid) as numofoverduerepayment from IssuerRepayment where PayStatus = 2 group by LoanRequestID ) as numoverdue on t.LoanRequestID = numoverdue.LoanRequestID left join( select LoanRequestID, count(issuerrepid) as numofoutstandingrepayment from IssuerRepayment where PayStatus <> 1 group by LoanRequestID) as numoutstanding on t.LoanRequestID = numoutstanding.LoanRequestID) as w on z.LoanRequestID = w.LoanRequestID left join( select LoanRequestID, sum((isnull(latefees,0)-isnull(paidlatefees, 0))*(1 - isfeewaiver))as outstandinglf,sum(principal - isnull(paidprincipal, 0) + Interest - isnull(paidinterest, 0) + isnull(lateinterest, 0)) as outamountwithoutlf,sum(principal - isnull(paidprincipal, 0) + Interest - isnull(paidinterest, 0) + isnull(lateinterest, 0) + (isnull(latefees, 0) - isnull(paidlatefees, 0)) * (1 - isfeewaiver)) as outamountwitlf from IssuerRepayment where PayStatus <> 1 group by LoanRequestID) as v on z.LoanRequestID = v.LoanRequestID left join( select RequestId, FinalAmount from tbl_LoanRequests ) as u on z.LoanRequestID = u.RequestId left join( select loanrequestid, sum(isnull(paidprincipal,0)+isnull(paidinterest, 0) + isnull(paidlateinterest, 0)) as totalamountpaid from issuerrepayment group by loanrequestid) t on z.LoanRequestID = t.LoanRequestID left join( select loanrequestid, sum(isnull(paidlatefees,0)) as paidlatefees from issuerrepayment where IsFeeWaiver = 0 group by loanrequestid) as s on z.LoanRequestID = s.LoanRequestID left join( select case when a.LoanRequestID is not null then a.LoanRequestID else b.LoanRequestID end as loanrequestid, isnull(totalpaid, 0) + isnull(totalpaida, 0) as totalpaidamount from( select LoanRequestID, sum(amount + isnull(PaidLateInterest, 0)) as totalpaid from IssuerRepayment where paystatus = 1 group by LoanRequestID) as a full join(select LoanRequestID, sum(isnull(paidprincipal,0)+isnull(paidinterest, 0) + isnull(paidlateinterest, 0)) as totalpaida from IssuerRepayment where PayStatus <> 1 group by LoanRequestID) as b on a.loanrequestid = b.loanrequestid ) as r on z.LoanRequestID = r.loanrequestid left join( select requestid, accepteddate from tbl_loanrequests) as q on z.loanrequestid = q.requestid left join( select case when a.LoanRequestID is not null then a.LoanRequestID else b.LoanRequestID end as loanrequestid, isnull(totalpaid, 0) + isnull(totalpaida, 0) as totalpaidprincipal from( select LoanRequestID, sum(Principal) as totalpaid from IssuerRepayment where paystatus = 1 group by LoanRequestID) as a full join(select LoanRequestID, sum(isnull(paidprincipal,0)) as totalpaida from IssuerRepayment where PayStatus <> 1 group by LoanRequestID) as b on a.loanrequestid = b.loanrequestid) as p on z.LoanRequestID = p.loanrequestid left join( select case when a.LoanRequestID is not null then a.LoanRequestID else b.LoanRequestID end as loanrequestid, isnull(totalpaid, 0) + isnull(totalpaida, 0) as totalpaidinterest from( select LoanRequestID, sum(interest) as totalpaid from IssuerRepayment where paystatus = 1 group by LoanRequestID) as a full join(select LoanRequestID, sum(isnull(PaidInterest,0)) as totalpaida from IssuerRepayment where PayStatus <> 1 group by LoanRequestID) as b on a.loanrequestid = b.loanrequestid) as o on z.LoanRequestID = o.loanrequestid left join( select case when a.LoanRequestID is not null then a.LoanRequestID else b.LoanRequestID end as loanrequestid, isnull(totalpaid, 0) + isnull(totalpaida, 0) as totalpaidlateinterest from( select LoanRequestID, sum(isnull(paidlateinterest, 0)) as totalpaid from IssuerRepayment where paystatus = 1 group by LoanRequestID) as a full join(select LoanRequestID, sum(isnull(PaidInterest,0)) as totalpaida from IssuerRepayment where PayStatus <> 1 group by LoanRequestID) as b on a.loanrequestid = b.loanrequestid) as n on z.LoanRequestID = n.loanrequestid left join( select RequestId, LoanStatus from tbl_loanRequests) as m on z.LoanRequestID = m.RequestId ) as notelevelmini ) as notelevel left join( select accountdetails.BusinessName, tbl_loanrequests.RequestId, accountdetails.FullName, accountdetails.Mobilenumber, users.UserName, balance.ActualAmount from tbl_loanrequests left join(select BusinessName, NRIC_Number, USER_ID, FullName, Mobilenumber from tbl_AccountDetails) as accountdetails on accountdetails.user_ID = tbl_loanrequests.user_ID left join( select userid, username from tbl_Users) as users on tbl_LoanRequests.User_ID = users.UserID left join( select User_ID, ActualAmount from tbl_Balances) as balance on tbl_LoanRequests.User_ID = balance.User_ID) as company on notelevel.LoanRequestID = company.RequestId group by BusinessName, fullname, UserName, Mobilenumber,ActualAmount) as abc group by BusinessName,FullName,UserName,Mobilenumber,ActualAmount ").ToList();
//foreach (var rc in data)
//{
ZCRMRecord record1 = new ZCRMRecord("accounts"); //module api name
record1.SetFieldValue("CompanyName", "rc.CompanyName");
record1.SetFieldValue("FullName", "rc.FullName");
record1.SetFieldValue("UserName", "rc.UserName");
record1.SetFieldValue("MobileNumber", "rc.MobileNumber");
record1.SetFieldValue("IssuerAccountBalance", "rc.IssuerAccountBalance");
record1.SetFieldValue("OverdueDate", "rc.OverdueDate");
record1.SetFieldValue("TotalAmountDisbursed", "rc.TotalAmountDisbursed");
record1.SetFieldValue("TotalAmountOverdue", "rc.TotalAmountOverdue");
record1.SetFieldValue("OutstandingLateFee", "rc.OutstandingLateFee");
record1.SetFieldValue("OutstandingAmountNoLateFee", "rc.OutstandingAmountNoLateFee");
record1.SetFieldValue("OutstandingAmountWithLateFee", "rc.OutstandingAmountWithLateFee");
record1.SetFieldValue("LastRepaymentDate", "rc.LastRepaymentDate");
record1.SetFieldValue("TotalFeesPaid", "rc.TotalFeesPaid");
record1.SetFieldValue("TotalPrincipalPaid", "rc.TotalPrincipalPaid");
record1.SetFieldValue("TotalInterestPaid", "rc.TotalInterestPaid");
record1.SetFieldValue("TotalLateInterestPaid", " rc.TotalLateInterestPaid");
records.Add(record1);
//ZCRMModule moduleIns = ZCRMModule.GetInstance("Leads"); //module api name
//BulkAPIResponse<ZCRMRecord> response = moduleIns.CreateRecords(records);
// }
ZCRMModule moduleIns = ZCRMModule.GetInstance("accounts"); //module api name
BulkAPIResponse <ZCRMRecord> response = moduleIns.CreateRecords(records); //records - list of ZCRMRecord instances filled with required data for upsert.
List <ZCRMRecord> upsertedRecords = response.BulkData; //upsertedRecords - list of ZCRMRecord instance
List <EntityResponse> entityResponses = response.BulkEntitiesResponse; //entityResponses - list of EntityResponses instance
return(records);
}
private ZCRMModule GetZCRMModule(JObject moduleDetails)
{
try
{
ZCRMModule module = ZCRMModule.GetInstance((string)moduleDetails["api_name"]);
if (moduleDetails.ContainsKey("global_search_supported") && moduleDetails["global_search_supported"].Type != JTokenType.Null)
{
module.GlobalSearchSupported = (bool)moduleDetails["global_search_supported"];
}
if (moduleDetails.ContainsKey("kanban_view") && moduleDetails["kanban_view"].Type != JTokenType.Null)
{
module.KanbanView = (bool)moduleDetails["kanban_view"];
}
module.Deletable = (bool)moduleDetails["deletable"];
module.Creatable = (bool)moduleDetails["creatable"];
if (moduleDetails.ContainsKey("filter_status") && moduleDetails["filter_status"].Type != JTokenType.Null)
{
module.FilterStatus = (bool)moduleDetails["filter_status"];
}
if (moduleDetails.ContainsKey("inventory_template_supported") && moduleDetails["inventory_template_supported"].Type != JTokenType.Null)
{
module.InventoryTemplateSupported = (bool)moduleDetails["inventory_template_supported"];
}
if (moduleDetails.ContainsKey("modified_time") && moduleDetails["modified_time"].Type != JTokenType.Null)
{
module.ModifiedTime = CommonUtil.RemoveEscaping((string)JsonConvert.SerializeObject(moduleDetails["modified_time"]));
}
module.PluralLabel = (string)moduleDetails["plural_label"];
if (moduleDetails.ContainsKey("presence_sub_menu") && moduleDetails["presence_sub_menu"].Type != JTokenType.Null)
{
module.PresenceSubMenu = (bool)moduleDetails["presence_sub_menu"];
}
module.Id = Convert.ToInt64(moduleDetails["id"]);
if (moduleDetails.ContainsKey("related_list_properties") && moduleDetails["related_list_properties"].Type != JTokenType.Null)
{
module.RelatedListProperties = GetRelatedListProperties((JObject)moduleDetails["related_list_properties"]);
}
if (moduleDetails.ContainsKey("$properties") && moduleDetails["$properties"].Type != JTokenType.Null)
{
List <string> properties = new List <string>();
foreach (string property in (JArray)moduleDetails["$properties"])
{
properties.Add(property);
}
module.Properties = properties;
}
if (moduleDetails.ContainsKey("per_page") && moduleDetails["per_page"].Type != JTokenType.Null)
{
module.PerPage = (int)moduleDetails["per_page"];
}
if (moduleDetails.ContainsKey("visibility") && moduleDetails["visibility"].Type != JTokenType.Null)
{
module.Visibility = (int)moduleDetails["visibility"];
}
module.Convertable = (bool)moduleDetails["convertable"];
module.Editable = (bool)moduleDetails["editable"];
if (moduleDetails.ContainsKey("emailTemplate_support") && moduleDetails["emailTemplate_support"].Type != JTokenType.Null)
{
module.EmailTemplateSupport = (bool)moduleDetails["emailTemplate_support"];
}
if (moduleDetails["profiles"].HasValues)
{
JArray accessibleProfilesArray = (JArray)moduleDetails["profiles"];
foreach (JObject accessibleProfiles in accessibleProfilesArray)
{
ZCRMProfile profile = ZCRMProfile.GetInstance(Convert.ToInt64(accessibleProfiles["id"]), (string)accessibleProfiles["name"]);
module.AddAccessibleProfile(profile);
}
}
if (moduleDetails.ContainsKey("filter_supported") && moduleDetails["filter_supported"].Type != JTokenType.Null)
{
module.FilterSupported = (bool)moduleDetails["filter_supported"];
}
if (moduleDetails.ContainsKey("display_field") && moduleDetails["display_field"].Type != JTokenType.Null)
{
module.DisplayField = (string)moduleDetails["display_field"];
}
if (moduleDetails.ContainsKey("search_layout_fields") && moduleDetails["search_layout_fields"].Type != JTokenType.Null)
{
List <string> layout_Fields = new List <string>();
foreach (string layout_Field in (JArray)moduleDetails["search_layout_fields"])
{
layout_Fields.Add(layout_Field);
}
module.SearchLayoutFields = layout_Fields;
}
if (moduleDetails.ContainsKey("kanban_view_supported") && moduleDetails["kanban_view_supported"].Type != JTokenType.Null)
{
module.KanbanViewSupported = (bool)moduleDetails["kanban_view_supported"];
}
module.WebLink = (string)moduleDetails["web_link"];
module.SequenceNumber = (int)moduleDetails["sequence_number"];
module.SingularLabel = (string)moduleDetails["singular_label"];
module.Viewable = (bool)moduleDetails["viewable"];
module.ApiSupported = (bool)(moduleDetails["api_supported"]);
if (moduleDetails.ContainsKey("quick_create") && moduleDetails["quick_create"].Type != JTokenType.Null)
{
module.QuickCreate = (bool)(moduleDetails["quick_create"]);
}
if (moduleDetails["modified_by"].HasValues)
{
JObject modifiedByObject = (JObject)moduleDetails["modified_by"];
ZCRMUser modifiedUser = ZCRMUser.GetInstance(Convert.ToInt64(modifiedByObject["id"]), (string)modifiedByObject["name"]);
module.ModifiedBy = modifiedUser;
}
module.CustomModule = (bool)(moduleDetails["generated_type"].ToString().Equals("custom"));
if (moduleDetails.ContainsKey("feeds_required") && moduleDetails["feeds_required"].Type != JTokenType.Null)
{
module.FeedsRequired = (bool)(moduleDetails["feeds_required"]);
}
if (moduleDetails.ContainsKey("scoring_supported") && moduleDetails["scoring_supported"].Type != JTokenType.Null)
{
module.ScoringSupported = (bool)(moduleDetails["scoring_supported"]);
}
if (moduleDetails.ContainsKey("webform_supported") && moduleDetails["webform_supported"].Type != JTokenType.Null)
{
module.WebformSupported = (bool)(moduleDetails["webform_supported"]);
}
if (moduleDetails.ContainsKey("arguments") && moduleDetails["arguments"].Type != JTokenType.Null)
{
if (moduleDetails["arguments"].HasValues)
{
List <ZCRMWebTabArguments> argumentsList = new List <ZCRMWebTabArguments>();
JArray argumentsJArr = (JArray)moduleDetails["arguments"];
foreach (JObject argumentsJObj in argumentsJArr)
{
ZCRMWebTabArguments argumentsIns = ZCRMWebTabArguments.GetInstance();
if (argumentsJObj.ContainsKey("name") && argumentsJObj["name"].Type != JTokenType.Null)
{
argumentsIns.Name = (string)argumentsJObj["name"];
}
if (argumentsJObj.ContainsKey("value") && argumentsJObj["value"].Type != JTokenType.Null)
{
argumentsIns.Value = (string)argumentsJObj["value"];
}
argumentsList.Add(argumentsIns);
}
module.WebTabArguments = argumentsList;
}
}
module.SystemName = (string)moduleDetails["module_name"];
if (moduleDetails.ContainsKey("business_card_field_limit") && moduleDetails["business_card_field_limit"].Type != JTokenType.Null)
{
module.BusinessCardFieldLimit = (int)moduleDetails["business_card_field_limit"];
}
if (moduleDetails.ContainsKey("custom_view") && moduleDetails["custom_view"].Type != JTokenType.Null)
{
module.CustomView = GetZCRMCustomView((string)moduleDetails["api_name"], (JObject)moduleDetails["custom_view"]);
}
if (moduleDetails.ContainsKey("parent_module") && moduleDetails["parent_module"].Type != JTokenType.Null)
{
if (moduleDetails["parent_module"].HasValues)
{
JObject parent_module = (JObject)moduleDetails["parent_module"];
ZCRMModule parentModuleIns = ZCRMModule.GetInstance((string)parent_module["api_name"]);
parentModuleIns.Id = Convert.ToInt64(parent_module["id"]);
module.ParentModule = parentModuleIns;
}
}
if (moduleDetails.ContainsKey("territory") && moduleDetails["territory"].Type != JTokenType.Null)
{
JObject territoryJobj = (JObject)moduleDetails["territory"];
ZCRMTerritory territoryIns = ZCRMTerritory.GetInstance(Convert.ToInt64(territoryJobj["id"]));
territoryIns.Name = (string)territoryJobj["name"];
territoryIns.Subordinates = (bool)territoryJobj["subordinates"];
module.Territory = territoryIns;
}
if (moduleDetails.ContainsKey("related_lists") && moduleDetails["related_lists"].Type != JTokenType.Null)
{
List <ZCRMModuleRelation> relatedLists = new List <ZCRMModuleRelation>();
JArray relatedListsArray = (JArray)moduleDetails["related_lists"];
foreach (JObject relatedListDetails in relatedListsArray)
{
ZCRMModuleRelation relatedList = ZCRMModuleRelation.GetInstance(module.ApiName, (string)relatedListDetails["api_name"]);
SetRelatedListProperties(relatedList, relatedListDetails);
relatedLists.Add(relatedList);
}
module.RelatedLists = relatedLists;
}
if (moduleDetails.ContainsKey("fields") && moduleDetails["fields"].Type != JTokenType.Null)
{
JArray fieldArray = (JArray)moduleDetails["fields"];
module.Fields = ModuleAPIHandler.GetInstance(ZCRMModule.GetInstance((string)moduleDetails["api_name"])).GetFields(fieldArray);
}
if (moduleDetails.ContainsKey("business_card_fields") && moduleDetails.Type != JTokenType.Null)
{
List <string> bcFields = new List <string>();
JArray bcFieldsArray = (JArray)moduleDetails["business_card_fields"];
foreach (JObject bcField in bcFieldsArray)
{
bcFields.Add(bcField.ToString());
}
module.BussinessCardFields = bcFields;
}
if (moduleDetails.ContainsKey("layouts"))
{
module.Layouts = ModuleAPIHandler.GetInstance(module).GetAllLayouts(moduleDetails);
}
return(module);
}
catch (Exception e) when(!(e is ZCRMException))
{
ZCRMLogger.LogError(e);
throw new ZCRMException(APIConstants.SDK_ERROR, e);
}
}
/// <summary>
/// To get ZohoCRM modules' instance by passing module API name.
/// </summary>
/// <returns>ZCRMModule class instance.</returns>
/// <param name="moduleAPIName">modules' API name (String)</param>
public ZCRMModule GetModuleInstance(string moduleAPIName)
{
return(ZCRMModule.GetInstance(moduleAPIName));
}
public void UpdateInvestor(InvestorModel investor)
{
var id = dbzoho.tbl_CheckID.FirstOrDefault(p => p.EmailMS == investor.UserName);
ZCRMRestClient.Initialize(config);
ZohoOAuthClient client = ZohoOAuthClient.GetInstance();
string refreshToken = "1000.354c162c19b5da4fc4053bc4e38dd27f.1e548f961cc913acbacd82fbad0a3387";
string userMailId = "*****@*****.**";
ZohoOAuthTokens tokens = client.GenerateAccessTokenFromRefreshToken(refreshToken, userMailId);
List <ZCRMRecord> records = new List <ZCRMRecord>();
ZCRMRecord record1 = new ZCRMRecord("accounts"); //module api name
record1.EntityId = id.IDZoho;
record1.SetFieldValue("id", id.IDZoho);
record1.SetFieldValue("Account_Name", investor.UserName);
record1.SetFieldValue("Email", investor.UserName);
record1.SetFieldValue("Username", investor.UserName);
record1.SetFieldValue("Industry", "1");
record1.SetFieldValue("Status", "1");
record1.SetFieldValue("Phone", investor.MobileNumber);
record1.SetFieldValue("Fax", investor.MobileNumber);
record1.SetFieldValue("Employees", 1);
record1.SetFieldValue("Age", investor.Age);
record1.SetFieldValue("Gender", investor.Gender);
record1.SetFieldValue("NRIC_Number", investor.NRIC_Number);
record1.SetFieldValue("Passport_Number", investor.PassportNumber);
record1.SetFieldValue("Date_Of_Birth", investor.DateOfBirth.Value);
record1.SetFieldValue("Sign_Up_Date", investor.DateCreated.Value.Date.ToString());
record1.SetFieldValue("Total_Invested", investor.TotalInvestedAmount);
record1.SetFieldValue("Admin_Verification", investor.AdminVerification);
record1.SetFieldValue("Number_Of_Delinquent_Off_Note", investor.numofdelinquent);
record1.SetFieldValue("Number_Of_Fully_Paid_Note", investor.NumberOfFullyPaidNotes);
record1.SetFieldValue("Number_of_Close_Off_Note", investor.NumOfCloseOff);
record1.SetFieldValue("Qualified_Date", investor.QualifiedDate.Value.Date.ToString());
if (investor.LastLogin == null)
{
investor.LastLogin = investor.DateCreated;
}
record1.SetFieldValue("Number_Of_Deliquent_Note", investor.numofdelinquent);
record1.SetFieldValue("Last_Login", investor.LastLogin.Value.Date.ToString());
record1.SetFieldValue("Sum_of_Number_Invested_Note", investor.NumberOfInvested);
record1.SetFieldValue("Current_in_Funding_Amount", investor.CurrentInFunding);
record1.SetFieldValue("Sum_of_Ledge_Amount", investor.ActualAmount);
record1.SetFieldValue("Total_Amount_Received", investor.TotalAmountReceived);
record1.SetFieldValue("Total_Delinquent_Amount", investor.outstandingPI);
record1.SetFieldValue("Outstanding_L", investor.outstanding_I);
record1.SetFieldValue("Outstanding_P", investor.outstanding_P);
record1.SetFieldValue("Principal_Received", investor.PaidP);
record1.SetFieldValue("Interest_Received", investor.PaidI);
records.Add(record1);
ZCRMModule moduleIns = ZCRMModule.GetInstance("accounts"); //module api name
BulkAPIResponse <ZCRMRecord> responseIns = moduleIns.UpdateRecords(records); //To call the Update record method
Console.WriteLine("HTTP Status Code:" + responseIns.HttpStatusCode); //To get Update record http response code
foreach (EntityResponse response in responseIns.BulkEntitiesResponse)
{
Console.WriteLine("Status:" + response.Status); //To get Update record response status
Console.WriteLine("Message:" + response.Message); //To get Update record response message
Console.WriteLine("Details:" + response.ResponseJSON); //To get Update record response details
ZCRMRecord record11 = (ZCRMRecord)response.Data;
Console.WriteLine(record11.EntityId); //To get inserted record id
Console.WriteLine(record11.CreatedTime);
Console.WriteLine(record11.ModifiedTime);
ZCRMUser CreatedBy = record11.CreatedBy;
if (CreatedBy != null)
{
Console.WriteLine(CreatedBy.Id);
Console.WriteLine(CreatedBy.FullName);
}
ZCRMUser ModifiedBy = record1.ModifiedBy;
if (ModifiedBy != null)
{
Console.WriteLine(ModifiedBy.Id);
Console.WriteLine(ModifiedBy.FullName);
}
}
}
//public BulkAPIResponse<ZCRMRecord> InsertInvestor(InvestorModel investor)
//{
// ZCRMRestClient.Initialize(config);
// ZohoOAuthClient client = ZohoOAuthClient.GetInstance();
// string refreshToken = "1000.354c162c19b5da4fc4053bc4e38dd27f.1e548f961cc913acbacd82fbad0a3387";
// string userMailId = "*****@*****.**";
// ZohoOAuthTokens tokens = client.GenerateAccessTokenFromRefreshToken(refreshToken, userMailId);
// List<ZCRMRecord> records = new List<ZCRMRecord>();
// ZCRMRecord record1 = new ZCRMRecord("accounts"); //module api name
// record1.SetFieldValue("Account_Name", investor.UserName);
// record1.SetFieldValue("Email", investor.UserName);
// record1.SetFieldValue("Username", investor.UserName);
// record1.SetFieldValue("Industry", "1");
// record1.SetFieldValue("Status", "1");
// record1.SetFieldValue("Phone", investor.MobileNumber);
// record1.SetFieldValue("Fax", investor.MobileNumber);
// record1.SetFieldValue("Employees", 1);
// record1.SetFieldValue("Age", investor.Age);
// record1.SetFieldValue("Gender", investor.Gender);
// record1.SetFieldValue("NRIC_Number", investor.NRIC_Number);
// record1.SetFieldValue("Passport_Number", investor.PassportNumber);
// record1.SetFieldValue("Date_Of_Birth", investor.DateOfBirth.Value);
// record1.SetFieldValue("Sign_Up_Date", investor.DateCreated.Value.Date.ToString());
// record1.SetFieldValue("Total_Invested", investor.TotalInvestedAmount);
// record1.SetFieldValue("Admin_Verification", investor.AdminVerification);
// record1.SetFieldValue("Number_Of_Delinquent_Off_Note", investor.numofdelinquent);
// record1.SetFieldValue("Number_Of_Fully_Paid_Note", investor.NumberOfFullyPaidNotes);
// record1.SetFieldValue("Number_of_Close_Off_Note", investor.NumOfCloseOff);
// record1.SetFieldValue("Qualified_Date", investor.QualifiedDate.Value.Date.ToString());
// if (investor.LastLogin == null)
// {
// investor.LastLogin = investor.DateCreated;
// }
// record1.SetFieldValue("Last_Login", investor.LastLogin.Value.Date.ToString());
// record1.SetFieldValue("Number_Of_Deliquent_Note", investor.numofdelinquent);
// record1.SetFieldValue("Sum_of_Number_Invested_Note", investor.NumberOfInvested);
// record1.SetFieldValue("Current_in_Funding_Amount", investor.CurrentInFunding);
// record1.SetFieldValue("Sum_of_Ledge_Amount", investor.ActualAmount);
// record1.SetFieldValue("Total_Amount_Received", investor.TotalAmountReceived);
// record1.SetFieldValue("Total_Delinquent_Amount", investor.outstandingPI);
// record1.SetFieldValue("Outstanding_L", investor.outstanding_I);
// record1.SetFieldValue("Outstanding_P", investor.outstanding_P);
// record1.SetFieldValue("Principal_Received", investor.PaidP);
// record1.SetFieldValue("Interest_Received", investor.PaidI);
// record1.CreatedTime = DateTime.UtcNow.Ticks.ToString();
// records.Add(record1);
// ZCRMModule moduleIns = ZCRMModule.GetInstance("accounts"); //module api name
// BulkAPIResponse<ZCRMRecord> response = moduleIns.CreateRecords(records); //records - list of ZCRMRecord instances filled with required data for upsert.
// List<ZCRMRecord> insertedRecords = response.BulkData; //upsertedRecords - list of ZCRMRecord instance
// foreach (var entityID in response.BulkData)
// {
// var newID = new tbl_CheckID
// {
// IDZoho = entityID.EntityId,
// EmailMS = investor.UserName
// };
// dbzoho.tbl_CheckID.Add(newID);
// dbzoho.SaveChanges();
// }
// List<EntityResponse> entityResponses = response.BulkEntitiesResponse; //entityResponses - list of EntityResponses instance
// return response;
//}
public void UpdateIssuer(IssuerModel issuer)
{
var id = dbzoho.tbl_CheckID.FirstOrDefault(p => p.EmailMS == issuer.UserName);
ZCRMRestClient.Initialize(config);
ZohoOAuthClient client = ZohoOAuthClient.GetInstance();
string refreshToken = "1000.354c162c19b5da4fc4053bc4e38dd27f.1e548f961cc913acbacd82fbad0a3387";
string userMailId = "*****@*****.**";
ZohoOAuthTokens tokens = client.GenerateAccessTokenFromRefreshToken(refreshToken, userMailId);
List <ZCRMRecord> records = new List <ZCRMRecord>();
ZCRMRecord record1 = new ZCRMRecord("accounts"); //module api name
record1.EntityId = id.IDZoho;
record1.SetFieldValue("id", id.IDZoho);
record1.SetFieldValue("Account_Name", issuer.UserName);
record1.SetFieldValue("Full_Name", issuer.FullName);
record1.SetFieldValue("Username", issuer.UserName);
record1.SetFieldValue("Industry", "1");
record1.SetFieldValue("Company_Name", issuer.BusinessName.ToString());
record1.SetFieldValue("Phone", issuer.MobileNumber);
record1.SetFieldValue("Fax", issuer.MobileNumber);
record1.SetFieldValue("Employees", 1);
record1.SetFieldValue("Total_Amount_Disbursed", issuer.totaldisbursed);
record1.SetFieldValue("Last_Repayment_Date", issuer.LastRepaymentDate.Value.ToString());
record1.SetFieldValue("Days_Overdue", issuer.daysoverdue);
record1.SetFieldValue("Issuer_Account_Balance", issuer.ActualAmount);
record1.SetFieldValue("Outstanding_Amount_with_Late_Fee", issuer.outamountwithlf);
record1.SetFieldValue("Outstanding_Amount_no_Late_Fee", issuer.outamountwithoutlf);
record1.SetFieldValue("Outstanding_Late_Fee", issuer.outstandinglf);
record1.SetFieldValue("Total_Amount_Overdue", issuer.overdueamount);
record1.SetFieldValue("Total_Principle_Paid", issuer.totalpaidprincipal);
record1.SetFieldValue("Total_Interest_Paid", issuer.totalpaidinterest);
record1.SetFieldValue("Total_Late_Fee_Paid", issuer.paidlatefees);
record1.SetFieldValue("Total_Late_Interest_Paid", issuer.totalpaidlateinterest);
record1.SetFieldValue("Total_Paid_Amount", issuer.TotalPaidAmount);
records.Add(record1);
ZCRMModule moduleIns = ZCRMModule.GetInstance("accounts"); //module api name
BulkAPIResponse <ZCRMRecord> responseIns = moduleIns.UpdateRecords(records); //To call the Update record method
Console.WriteLine("HTTP Status Code:" + responseIns.HttpStatusCode); //To get Update record http response code
foreach (EntityResponse response in responseIns.BulkEntitiesResponse)
{
Console.WriteLine("Status:" + response.Status); //To get Update record response status
Console.WriteLine("Message:" + response.Message); //To get Update record response message
Console.WriteLine("Details:" + response.ResponseJSON); //To get Update record response details
ZCRMRecord record11 = (ZCRMRecord)response.Data;
Console.WriteLine(record11.EntityId); //To get inserted record id
Console.WriteLine(record11.CreatedTime);
Console.WriteLine(record11.ModifiedTime);
ZCRMUser CreatedBy = record11.CreatedBy;
if (CreatedBy != null)
{
Console.WriteLine(CreatedBy.Id);
Console.WriteLine(CreatedBy.FullName);
}
ZCRMUser ModifiedBy = record1.ModifiedBy;
if (ModifiedBy != null)
{
Console.WriteLine(ModifiedBy.Id);
Console.WriteLine(ModifiedBy.FullName);
}
}
}
private ZCRMModule GetZCRMModule(JObject moduleDetails)
{
try
{
ZCRMModule module = ZCRMModule.GetInstance((string)moduleDetails["api_name"]);
module.Id = Convert.ToInt64(moduleDetails["id"]);
module.SystemName = (string)moduleDetails["module_name"];
module.SingularLabel = (string)moduleDetails["singular_label"];
module.PluralLabel = (string)moduleDetails["plural_label"];
module.Creatable = (bool)moduleDetails["creatable"];
module.Viewable = (bool)moduleDetails["viewable"];
module.Editable = (bool)moduleDetails["editable"];
module.Convertable = (bool)moduleDetails["convertable"];
module.Deletable = (bool)moduleDetails["deletable"];
module.CustomModule = (bool)(moduleDetails["generated_type"].ToString().Equals("custom"));
module.ApiSupported = (bool)(moduleDetails["api_supported"]);
JArray accessibleProfilesArray = (JArray)moduleDetails["profiles"];
foreach (JObject accessibleProfiles in accessibleProfilesArray)
{
ZCRMProfile profile = ZCRMProfile.GetInstance(Convert.ToInt64(accessibleProfiles["id"]), (string)accessibleProfiles["name"]);
module.AddAccessibleProfile(profile);
}
if (moduleDetails["modified_by"].HasValues)
{
JObject modifiedByObject = (JObject)moduleDetails["modified_by"];
ZCRMUser modifiedUser = ZCRMUser.GetInstance(Convert.ToInt64(modifiedByObject["id"]), (string)modifiedByObject["name"]);
module.ModifiedBy = modifiedUser;
module.ModifiedTime = CommonUtil.removeEscaping((string)JsonConvert.SerializeObject(moduleDetails["modified_time"]));
}
if (moduleDetails.ContainsKey("related_lists") && moduleDetails["related_lists"].Type != JTokenType.Null)
{
List <ZCRMModuleRelation> relatedLists = new List <ZCRMModuleRelation>();
JArray relatedListsArray = (JArray)moduleDetails["related_lists"];
foreach (JObject relatedListDetails in relatedListsArray)
{
ZCRMModuleRelation relatedList = ZCRMModuleRelation.GetInstance(module.ApiName, (string)relatedListDetails["api_name"]);
SetRelatedListProperties(relatedList, relatedListDetails);
relatedLists.Add(relatedList);
}
module.RelatedLists = relatedLists;
}
if (moduleDetails.ContainsKey("business_card_fields") && moduleDetails.Type != JTokenType.Null)
{
List <string> bcFields = new List <string>();
JArray bcFieldsArray = (JArray)moduleDetails["business_card_fields"];
foreach (JObject bcField in bcFieldsArray)
{
bcFields.Add(bcField.ToString());
}
module.BussinessCardFields = bcFields;
}
if (moduleDetails.ContainsKey("layouts"))
{
module.Layouts = ModuleAPIHandler.GetInstance(module).GetAllLayouts(moduleDetails);
}
return(module);
}
catch (Exception e) when(!(e is ZCRMException))
{
ZCRMLogger.LogError(e);
throw new ZCRMException(APIConstants.SDK_ERROR, e);
}
}
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;
}
}
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;
}
}