/// <summary>
/// Creates a payment item and transaction for the paid invoice, against the 'Website' payment batch for today
/// </summary>
private void ProcessPaymentItem(Guid invoiceId, Guid contactId, decimal amount)
{
Guid paymentBatchId = this.GetWebsitePaymentBatch();
// Create transaction
Entity trans = new Entity("mag_paymenttransaction");
trans["mag_contactid"] = MappingController.MapToEntityReference("contact", contactId);
trans["mag_batchid"] = MappingController.MapToEntityReference("mag_paymentbatch", paymentBatchId);
trans["mag_isprocessed"] = true;
trans["mag_transactiontypecode"] = new OptionSetValue(809730002); // Credit Card
trans["mag_transactiondate"] = DateTime.Today;
trans["mag_amount"] = new Money(amount);
Guid transId = this._sdk.Create(trans);
// Create payment item
Entity item = new Entity("mag_paymentitem");
item["mag_transactionid"] = MappingController.MapToEntityReference("mag_paymenttransaction", transId);
item["mag_invoiceid"] = MappingController.MapToEntityReference("invoice", invoiceId);
item["mag_amount"] = new Money(amount);
Guid paymentItemId = this._sdk.Create(item);
_tracer.Trace("paymentItemId={0}", paymentItemId);
}
public Guid CreateContact(Contact c, bool isDonation)
{
this._tracer.Trace("Method: DonationController.CreateContact");
Entity contact = new Entity("contact");
contact["mag_salutationcode"] = MappingController.MapToOptionSetValue(c.SalutationCode);
contact["firstname"] = c.FirstName;
contact["lastname"] = c.LastName;
contact["mag_organisationid"] = MappingController.MapToEntityReference("account", this.GetAccountId(c.CompanyName));
if (isDonation)
{
contact["mag_donor"] = c.IsDonor;
}
else
{
contact["donotbulkemail"] = false;
} // CNR allow bulk email by default
contact["gendercode"] = MappingController.MapToOptionSetValue(c.Gender);
contact["birthdate"] = c.DateOfBirth;
if (c.DateOfBirth.HasValue)
{
contact["mag_yearofbirth"] = c.DateOfBirth.Value.Year;
}
contact["emailaddress1"] = c.EmailAddress;
contact["telephone3"] = c.WorkPhone;
contact["telephone2"] = c.HomePhone;
contact["mobilephone"] = c.MobilePhone;
contact["address1_line1"] = c.Street;
contact["address1_line2"] = c.Street2;
contact["address1_line3"] = c.Suburb;
contact["address1_city"] = c.City;
contact["address1_postalcode"] = c.PostalCode;
//contact["mag_importsource"] = "Online Donation"; // todo: uncomment once the field has been created in crm
//contact["mag_matchcode"] = c.MatchCode.ToString(); // todo: uncomment once the field has been created in crm
// note: design doc says to pass in job title but api data dictionary doesn't include this field
/* fields don't exist in crm yet
* contact["mag_sourcefamilyfriend"] = d.SourcedByFamilyOrFriend;
* contact["mag_sourceismember"] = d.IsMember;
* contact["mag_sourcewebsite"] = d.SourcedByWebsite;
* contact["mag_sourcetext"] = d.SourceText;
*/
return(this._sdk.Create(contact));
}
private Guid CreatePaymentItem(Guid transactionId, Guid donationId, decimal amount)
{
this._tracer.Trace("Method: DonationController.CreatePaymentItem");
this._tracer.Trace("Parameters: transactionId={0}, donationId={1}, amount={2}", transactionId, donationId, amount);
Entity paymentItem = new Entity("mag_paymentitem");
paymentItem["mag_transactionid"] = MappingController.MapToEntityReference("mag_paymenttransaction", transactionId);
paymentItem["mag_donationid"] = MappingController.MapToEntityReference("mag_donation", donationId);
paymentItem["mag_amount"] = new Money(amount);
return(this._sdk.Create(paymentItem));
}
private Guid CreatePaymentTransaction(Guid batchId, Guid contactId, Donation donation)
{
this._tracer.Trace("Method: DonationController.CreatePaymentTransaction");
this._tracer.Trace("Parameters: batchId={0}, contactId={1}, donation", batchId, contactId);
Entity paymentTransaction = new Entity("mag_paymenttransaction");
paymentTransaction["mag_batchid"] = MappingController.MapToEntityReference("mag_paymentbatch", batchId);
paymentTransaction["mag_contactid"] = MappingController.MapToEntityReference("contact", contactId);
paymentTransaction["mag_amount"] = new Money(donation.Amount);
paymentTransaction["mag_isprocessed"] = true;
paymentTransaction["mag_transactiondate"] = donation.Date;
paymentTransaction["mag_transactionid"] = donation.DpsTransactionReference;
paymentTransaction["mag_transactiontypecode"] = new OptionSetValue((int)PaymentTransactionTypeCode.CreditCard);
return(this._sdk.Create(paymentTransaction));
}
public Guid CreatePledge(Donation donation, Guid contactId, Guid regionTagId, Guid campaignTagId, PaymentRepeatOptionCode repeatOption)
{
this._tracer.Trace("Method: DonationController.CreatePledge");
this._tracer.Trace("Parameters: donation, contactId={0}, regionTagId={1}, campaignTagId={2}, repeatOption={3}", contactId, regionTagId, campaignTagId, repeatOption);
Entity pledge = new Entity("mag_pledge");
pledge["mag_dpsbillingid"] = donation.Pledge.DpsBillingId;
pledge["mag_pledgeforcode"] = new OptionSetValue((int)DonationForCode.Individual);
pledge["mag_contactid"] = MappingController.MapToEntityReference("contact", contactId);
pledge["mag_campaignid"] = MappingController.MapToEntityReference("campaign", donation.CampaignId);
pledge["mag_campaigntagid"] = MappingController.MapToEntityReference("mag_tag", campaignTagId);
pledge["mag_coastguardregionunittagid"] = MappingController.MapToEntityReference("mag_tag", regionTagId);
pledge["mag_pledgetypecode"] = new OptionSetValue((int)DonationTypeCode.Cash);
pledge["mag_isregulargift"] = donation.IsRegularGift;
pledge["mag_paymentfrequencycode"] = MappingController.MapToOptionSetValue(donation.Pledge.PaymentFrequencyCode);
pledge["mag_comments"] = donation.Comments;
pledge["mag_reasonforhelpingid"] = MappingController.MapToEntityReference("mag_reasonforhelping", donation.ReasonForHelpingId);
// set the start date to the pledge start date, or use today's date. This is for the naming plugin
pledge["mag_startdate"] = donation.Pledge.StartDate.HasValue ? GetUtcDateTime(donation.Pledge.StartDate.Value) : DateTime.UtcNow;
pledge["mag_paymentmethodcode"] = new OptionSetValue((int)PaymentMethodCode.CreditCard);
pledge["mag_cashvalue"] = new Money(donation.Amount);
pledge["mag_importsource"] = "Online Donation";
pledge["mag_transactionid"] = donation.DpsTransactionReference;
// set the payment repeat option and end date for regular gifts
if (donation.IsRegularGift)
{
pledge["mag_paymentrepeatoptioncode"] = new OptionSetValue((int)repeatOption);
pledge["mag_enddate"] = donation.Pledge.EndDate;
pledge["mag_creditcardexpirydate"] = base.GetCCExpiryDate(donation.CCExpiry);
}
// set the owner to the owner of the contact
if (donation.Donor.OwnerId != default(Guid))
{
this._tracer.Trace("Pledge ownerid={0}, ownerType={1}", donation.Donor.OwnerId, donation.Donor.OwnerLogicalName);
pledge["ownerid"] = MappingController.MapToEntityReference(donation.Donor.OwnerLogicalName, donation.Donor.OwnerId);
}
return(this._sdk.Create(pledge));
}
/// <summary>
/// Update the Contact details for a Membership
/// </summary>
private void UpdateContact(Contact c, bool isDonation)
{
this._tracer.Trace("Method: DonationController.UpdateContact");
Entity contact = new Entity("contact");
contact["contactid"] = c.ContactId;
contact["mag_salutationcode"] = MappingController.MapToOptionSetValue(c.SalutationCode);
if (isDonation)
{
contact["mag_donor"] = c.IsDonor;
} // THis is shit but we dont want to set IsDonor to no just cause its a membership
// memberships
contact["firstname"] = c.FirstName;
contact["lastname"] = c.LastName;
contact["gendercode"] = MappingController.MapToOptionSetValue(c.Gender);
if (c.YearOfBirth > 1900)
{
contact["mag_yearofbirth"] = c.YearOfBirth;
}
contact["emailaddress1"] = c.EmailAddress;
contact["address1_line1"] = c.Street;
contact["address1_line2"] = c.Street2;
contact["address1_line3"] = c.Suburb;
contact["address1_city"] = c.City;
contact["address1_postalcode"] = c.PostalCode;
contact["telephone3"] = c.WorkPhone;
contact["telephone2"] = c.HomePhone;
contact["mobilephone"] = c.MobilePhone;
// only set the date of birth if a value has been passed through
if (c.DateOfBirth.HasValue && c.DateOfBirth.Value != default(DateTime))
{
contact["birthdate"] = c.DateOfBirth;
}
this._sdk.Update(contact);
}
public Guid CreateDonation(Donation d, Guid contactId, Guid pledgeId, Guid regionTagId, Guid campaignTagId)
{
this._tracer.Trace("Method: DonationController.CreateDonation");
this._tracer.Trace("Parameters: d, contactId={0}, pledgeId={1}, regionTagId={2}, campaignTagId={3}", contactId, pledgeId, regionTagId, campaignTagId);
Entity donation = new Entity("mag_donation");
donation["mag_donationforcode"] = new OptionSetValue((int)DonationForCode.Individual);
donation["mag_contactid"] = MappingController.MapToEntityReference("contact", contactId);
donation["statuscode"] = new OptionSetValue((int)DonationStatusCode.Collected);
donation["mag_pledgeid"] = MappingController.MapToEntityReference("mag_pledge", pledgeId);
donation["mag_campaignid"] = MappingController.MapToEntityReference("campaign", d.CampaignId);
donation["mag_campaigntagid"] = MappingController.MapToEntityReference("mag_tag", campaignTagId);
donation["mag_coastguardregionunittagid"] = MappingController.MapToEntityReference("mag_tag", regionTagId);
donation["mag_donationtypecode"] = new OptionSetValue((int)DonationTypeCode.Cash);
donation["mag_donationdate"] = d.Date;
donation["mag_donationcloseddate"] = d.Date;
donation["mag_cashvalue"] = new Money(d.Amount);
donation["mag_isregulargift"] = d.IsRegularGift;
donation["mag_paymentmethodcode"] = new OptionSetValue((int)PaymentMethodCode.CreditCard);
donation["mag_transactionid"] = d.DpsTransactionReference;
donation["mag_transactionstatus"] = d.DpsResponseText;
donation["mag_importsource"] = "Online Donation";
donation["mag_taxreceiptname"] = string.IsNullOrEmpty(d.Donor.NameOnTaxReceipt) ? string.Format("{0} {1}", d.Donor.FirstName, d.Donor.LastName) : d.Donor.NameOnTaxReceipt;
donation["mag_comments"] = d.Comments;
donation["mag_reasonforhelpingid"] = MappingController.MapToEntityReference("mag_reasonforhelping", d.ReasonForHelpingId);
donation["mag_receipted"] = true;
donation["mag_receiptdate"] = DateTime.Now;
// set the owner to the owner of the contact
if (d.Donor.OwnerId != default(Guid))
{
this._tracer.Trace("Donation ownerid={0}, ownerType={1}", d.Donor.OwnerId, d.Donor.OwnerLogicalName);
donation["ownerid"] = MappingController.MapToEntityReference(d.Donor.OwnerLogicalName, d.Donor.OwnerId);
}
return(this._sdk.Create(donation));
}
/// <summary>
/// Find a matching Membership in CRM based on the contact id, membership number, and associated "unpaid" invoice
/// NOTE: UNUSED METHOD
/// </summary>
//private Membership MatchMembership(Membership membership, MatchController mc)
//{
// Guid contactId = membership.Member.ContactId;
// string membershipNumber = membership.MembershipNumber;
// List<Membership> memberships = this.GetMemberships(contactId, membershipNumber);
// Membership match = mc.MatchToExistingMembership(memberships);
// membership.MatchCode = match.MatchCode; // set the match code
// // create a membership
// if (membership.MembershipId == default(Guid))
// {
// membership.MembershipId = this.CreateMembership(membership);
// }
// return membership;
//}
/// <summary>
/// Creates a new Membership in CRM for the associated Contact. Note - an Invoice will automatically be created from a plugin
/// </summary>
private Guid CreateMembership(Membership membership, Guid unitId)
{
this._tracer.Trace("Method: MembershipController.CreateMembership");
this._tracer.Trace("Parameters: unitId={0}", unitId);
Entity mShip = new Entity("mag_membership");
mShip["mag_idnumber"] = membership.MembershipNumber;
mShip["mag_contactid"] = MappingController.MapToEntityReference("contact", membership.Member.ContactId);
mShip["mag_membershiptypeid"] = MappingController.MapToEntityReference("product", membership.MembershipType.MembershipTypeId);
mShip["mag_startdate"] = DateTime.Now;
mShip["mag_regionid"] = MappingController.MapToEntityReference("businessunit", membership.RegionCodeId);
mShip["mag_unitid"] = MappingController.MapToEntityReference("mag_coastguardunit", unitId);
mShip["mag_transactionid"] = membership.DpsTransactionReference;
mShip["mag_membershipsourcecode"] = new OptionSetValue((int)MembershipSourceCode.Online); // online
mShip["mag_paymentmethodcode"] = new OptionSetValue((int)PaymentMethodCode.CreditCard);
mShip["mag_creditcardexpirydate"] = base.GetCCExpiryDate(membership.CCExpiry);
mShip["mag_membershipsupportsid"] = MappingController.MapToEntityReference("mag_tag", membership.UnitCodeId);
Guid membershipId = this._sdk.Create(mShip);
// Plugin triggers to generate and link the invoice with the new membership
// Get the new membership with the invoice ID and pay the invoice
Entity newMembership = this._sdk.Retrieve("mag_membership", membershipId, new ColumnSet("mag_invoiceid"));
Guid invoiceId = newMembership.Get <Guid>("mag_invoiceid");
if (invoiceId != null && invoiceId != Guid.Empty)
{
this.UpdateInvoicePaid(invoiceId);
// Create a payment item for the invoice
this.ProcessPaymentItem(invoiceId, membership.Member.ContactId, membership.MembershipType.Price);
}
return(membershipId);
}
