// Checks if a companies house member already exists
private static bool DoesContactExist(Entity existingContact, CompaniesHouseMember companiesHouseMember)
{
string dynStr = string.Empty;
if (existingContact.Attributes.Contains("firstname") && existingContact.Attributes["firstname"] != null)
{
dynStr += (string)existingContact["firstname"];
}
if (existingContact.Attributes.Contains("lastname") && existingContact.Attributes["lastname"] != null)
{
dynStr += (string)existingContact["lastname"];
}
if (existingContact.Attributes.Contains("defra_dobmonthcompanieshouse") &&
existingContact.Attributes["defra_dobmonthcompanieshouse"] != null)
{
dynStr += ((int)existingContact["defra_dobmonthcompanieshouse"]).ToString();
}
if (existingContact.Attributes.Contains("defra_dobyearcompanieshouse_text") &&
existingContact.Attributes["defra_dobyearcompanieshouse_text"] != null)
{
dynStr += ((int)existingContact["defra_dobyearcompanieshouse_text"]).ToString();
}
if (string.Equals(dynStr,
(companiesHouseMember.firstname + companiesHouseMember.lastname + companiesHouseMember.date_of_birth.month +
companiesHouseMember.date_of_birth.year), StringComparison.CurrentCultureIgnoreCase))
{
return(true);
}
return(false);
}
/// <summary>
/// Maps a Companies member to a CRM contact, truncating field as required.
/// </summary>
public static Entity MapToContact(CompaniesHouseMember companiesHouseMember, Entity crmContact = null)
{
if (crmContact == null)
{
crmContact = new Entity(Contact.EntityLogicalName);
}
ContactAccountRoleCode crmContactRole = OfficerRoleMapping.MapToCrmContactRoleCode(companiesHouseMember.officer_role);
crmContact[Contact.FromCompaniesHouseField] = true;
crmContact[Contact.AccountRoleCodeField] = new OptionSetValue((int)crmContactRole);
crmContact[Contact.FirstNameField] = companiesHouseMember.firstname.TruncateIfNeeded(Contact.FirstNameFieldLength);
crmContact[Contact.LastNameField] = companiesHouseMember.lastname.TruncateIfNeeded(Contact.LastNameFieldLength);
crmContact[Contact.JobTitleField] = companiesHouseMember.occupation.TruncateIfNeeded(Contact.JobTitleFieldLength);
if (companiesHouseMember.date_of_birth != null)
{
crmContact[Contact.DobMonthCompaniesHouseField] = companiesHouseMember.date_of_birth.month;
crmContact[Contact.DobYearCompaniesHouseField] = companiesHouseMember.date_of_birth.year.ToString();
}
if (!string.IsNullOrEmpty(companiesHouseMember.resigned_on))
{
try
{
crmContact[Contact.ResignedOnCompaniesHouseField] = DateTime.ParseExact(companiesHouseMember.resigned_on,
"yyyy-MM-dd", CultureInfo.InvariantCulture);
}
catch (FormatException)
{
}
}
return(crmContact);
}
/// <summary>
/// Creates a new companies house acccount from a mcompanies house member
/// </summary>
/// <param name="parentAccount"></param>
/// <param name="companiesHouseMember"></param>
private Entity CreateAccountMember(CompaniesHouseMember companiesHouseMember)
{
// Map Companies house meber to an account and create it in CRM
Entity newAccount = CompaniesHouseMemberMapping.MapToAccount(companiesHouseMember);
newAccount.Id = _crmService.Create(newAccount);
return(newAccount);
}
/// <summary>
/// Creates a new companies house contact linked to the account given in the parameters
/// </summary>
/// <param name="account">Parent account</param>
/// <param name="companiesHouseMember"></param>
private void CreateContactMember(Entity account, CompaniesHouseMember companiesHouseMember)
{
// Map Companies House member to CRM
Entity newContact = CompaniesHouseMemberMapping.MapToContact(companiesHouseMember);
// Link to the parent account
newContact[Contact.ParentCustomerIdField] = account.ToEntityReference();
// Create in CRM
_crmService.Create(newContact);
}
/// <summary>
/// Maps a Companies member to a CRM account, truncating field as required.
/// </summary>
public static Entity MapToAccount(CompaniesHouseMember companiesHouseMember, Entity crmAccount = null)
{
if (crmAccount == null)
{
crmAccount = new Entity(Account.EntityLogicalName);
}
crmAccount[Account.NameField] = companiesHouseMember.name.TruncateIfNeeded(Account.NameFieldLength);
crmAccount[Account.CompanyNumberField] = companiesHouseMember.identification?.registration_number.TruncateIfNeeded(Account.CompanyNumberFieldLength);
return(crmAccount);
}
/// <summary>
/// Updates the contact resigned date
/// </summary>
/// <param name="updateExistingContact"></param>
/// <param name="companiesHouseMember"></param>
private void UpdateAccountContact(Entity updateExistingContact, CompaniesHouseMember companiesHouseMember)
{
updateExistingContact["defra_fromcompanieshouse"] = true;
try
{
updateExistingContact["defra_resignedoncompanieshouse"] = DateTime.ParseExact(companiesHouseMember.resigned_on,
"yyyy-MM-dd", CultureInfo.InvariantCulture);
}
catch (FormatException)
{
_crmTracing.Trace($"Resigned Date {companiesHouseMember.resigned_on} is not in the correct format.");
}
_crmService.Update(updateExistingContact);
}
// Checks if a companies house member already exists
private bool IsCorporateMemberAlreadyLinked(Entity existingLink, CompaniesHouseMember companiesHouseMember)
{
_crmTracing.Trace($"IsCorporateMemberAlreadyLinked {companiesHouseMember}");
if (existingLink.Attributes.Contains(Account.ParentChildAccountManyToManyRelationshipAlias + "." + Account.CompanyNumberField) &&
companiesHouseMember.identification != null)
{
AliasedValue value = existingLink.Attributes[Account.ParentChildAccountManyToManyRelationshipAlias + "." + Account.CompanyNumberField] as AliasedValue;
if (value != null && value.Value.ToString().Trim() == companiesHouseMember.identification.registration_number.Trim())
{
// Matching account with the same company reg number exists
return(true);
}
}
return(false);
}
