public static msPortalPageLayoutContainer GetAppropriatePageLayout(this MemberSuiteObject mso)
{
var typeId = mso.SafeGetValue <string>("Type");
var objectType = mso.ClassType;
if (string.IsNullOrWhiteSpace(typeId))
{
return(GetDefaultPageLayout(objectType));
}
var key = string.Format("GetAppropriatePageLayout::{0}_{1}", objectType, typeId);
return(SessionManager.Get(key, () =>
{
// let's get the type
using (var api = ConciergeAPIProxyGenerator.GenerateProxy())
{
var msoType = api.Get(typeId).ResultValue;
var layoutId = msoType.SafeGetValue <string>("PortalPageLayout");
if (string.IsNullOrWhiteSpace(layoutId))
{
return GetDefaultPageLayout(objectType);
}
var pageLayout = api.Get(layoutId).ResultValue.ConvertTo <msPortalPageLayoutContainer>();
return pageLayout;
}
}));
}
protected void addSearchOperations(SearchOperationGroup group, MemberSuiteObject mso)
{
foreach (var searchOperation in group.Criteria)
{
SearchOperationGroup sog = searchOperation as SearchOperationGroup;
if (sog != null)
{
addSearchOperations(sog, mso);
continue;
}
string safeFieldName = Formats.GetSafeFieldName(searchOperation.FieldName);
if (mso.Fields.ContainsKey(safeFieldName))
{
continue;
}
switch (searchOperation.ValuesToOperateOn.Count)
{
case 0:
mso[safeFieldName] = null;
break;
case 1:
mso[safeFieldName] = searchOperation.ValuesToOperateOn[0];
break;
default:
mso[safeFieldName] = searchOperation.ValuesToOperateOn;
break;
}
}
}
protected void wzEnterInfo_StepChanged(object sender, EventArgs e)
{
switch (wzEnterInfo.ActiveStepIndex)
{
// MS-5360
case 0:
DeleteCurrentForm();
break;
case 1:
CustomFieldSet1.Harvest();
// MS-5360
targetInstance = APIExtensions.SaveObject(targetInstance);
CurrentFormID.Value = targetInstance["ID"].ToString();
CustomFieldSet2.MemberSuiteObject = targetInstance;
CustomFieldSet2.Bind();
break;
case 2:
SubmitForm();
if (ConciergeAPI.CurrentEntity == null && targetForm.AnonymousSubmissionCompletionUrl != null)
{
wzEnterInfo.FinishDestinationPageUrl = targetForm.AnonymousSubmissionCompletionUrl;
}
wzEnterInfo.DisplayCancelButton = false;
break;
}
}
private void SubmitForm()
{
targetInstance = APIExtensions.SaveObject(targetInstance);
// ok, log an activity
if (ConciergeAPI.CurrentEntity != null)
{
if (targetForm.ActivityType != null)
{
msActivity a = CreateNewObject <msActivity>();
a.Type = targetForm.ActivityType;
a.Name = targetForm.Name;
a.Date = DateTime.Now;
a.Entity = ConciergeAPI.CurrentEntity.ID;
SaveObject(a);
}
// ok, send an email
if (!string.IsNullOrWhiteSpace(targetForm.ConfirmationEmail))
{
using (var api = GetServiceAPIProxy())
{
var emailTemplate = api.Get(targetForm.ConfirmationEmail).ResultValue.ConvertTo <msEmailTemplateContainer>();
api.SendTransactionalEmail(emailTemplate.Name, CurrentEntity.ID, null);
}
}
}
}
protected void goToResults()
{
//Set the output fields
MultiStepWizards.ViewChapterMembers.SearchManifest.DefaultSelectedFields =
(from field in dlbOutputFields.Destination.Items
join manifestField in targetSearchManifest.Fields on field.Value equals manifestField.Name
select new SearchOutputColumn {
Name = manifestField.Name, DisplayName = manifestField.Label
}
).ToList();
//Create a new search builder to define the criteria
MultiStepWizards.ViewChapterMembers.SearchBuilder = new SearchBuilder(Search.FromManifest(targetSearchManifest));
//Add the criteria using the search builder
cfsSearchCriteria.Harvest();
MemberSuiteObject mso = cfsSearchCriteria.MemberSuiteObject;
ParseSearchCriteria(targetCriteriaFields, mso, MultiStepWizards.ViewChapterMembers.SearchBuilder);
string nextUrl = rblOutputFormat.SelectedValue == "download"
? string.Format("~/chapters/ViewChapterMembers_Results.aspx?contextID={0}&download=true", ContextID)
: string.Format("~/chapters/ViewChapterMembers_Results.aspx?contextID={0}",
ContextID);
if (!string.IsNullOrWhiteSpace(Filter))
{
nextUrl += "&filter=" + Filter;
}
GoTo(nextUrl);
}
/// <summary>
/// Demonstrates updating a Custom Object record and Inserting a new one
/// For more information, please see...
/// https://help.production.membersuite.com/hc/en-us/articles/115002960103-System-Overview-Configuration-How-To-Create-a-Custom-Object
/// https://help.production.membersuite.com/hc/en-us/articles/115002985646-System-Overview-Configuration-Reference-Create-a-Custom-Object-Field-Descriptions
/// https://help.production.membersuite.com/hc/en-us/articles/115002985666-System-Overview-Configuration-Custom-Objects
/// https://help.production.membersuite.com/hc/en-us/articles/115002985586-System-Overview-Configuration-How-To-Edit-a-Custom-Object
/// https://help.production.membersuite.com/hc/en-us/articles/115002986266-System-Overview-Configuration-How-To-Delete-a-Custom-Object
/// </summary>
private static void UpdateCustomObjects()
{
using (var api = ConciergeAPIProxyGenerator.GenerateProxy())
{
var cusObjSearch = new Search("FakeCustomObject__c"); //You'll need to create your own objects for this to work
cusObjSearch.AddCriteria(Expr.Equals("Owner.LocalID", 101292)); //In this example, the FakeCustomObject derives from the Individual Object. So we are using the Owner.Local to query the Individual's LocalID and get back a specific FakeCustomObject record
var cusObjResult = api.GetObjectBySearch(cusObjSearch, null);
if (cusObjResult.ResultValue != null) //Update existing record
{
var mso = new MemberSuiteObject();
mso.Fields["CompanyName__c"] = "TestCompany4";
mso.Fields["Description__c"] = "This is a test";
mso.Fields["Website__c"] = "www.test.com";
mso.Fields["Name"] = "test Trans";
mso.Fields["Owner"] = cusObjResult.ResultValue;
var saveResult = api.Save(mso);
}
else //Insert new record
{
var meta = api.DescribeObject("FakeCustomObject__c").ResultValue;
var instance = MemberSuiteObject.FromClassMetadata(meta).ConvertTo <msCustomObjectInstance>();
instance.Owner = cusObjResult.ResultValue.Fields["ID"].ToString();
instance.Fields["CompanyName__c"] = "TestCompany4";
instance.Fields["Description__c"] = "This is a test";
instance.Fields["Website__c"] = "www.test.com";
instance.Fields["Name"] = "test Trans";
var insertResult = api.Save(instance);
}
}
}
public static string GetUrlFor(MemberSuiteObject mso)
{
if (mso == null)
{
throw new ArgumentNullException("mso");
}
switch (mso.ClassType)
{
case msCommittee.CLASS_NAME:
return("/committees/ViewCommittee.aspx?contextID=" + mso["ID"]);
case msChapter.CLASS_NAME:
return("/chapters/ViewChapter.aspx?contextID=" + mso["ID"]);
case msSection.CLASS_NAME:
return("/sections/ViewSection.aspx?contextID=" + mso["ID"]);
case msOrganizationalLayer.CLASS_NAME:
return("/organizationallayers/ViewOrganizationalLayer.aspx?contextID=" + mso["ID"]);
default:
throw new NotSupportedException("Cannot find url for class type " + mso.ClassType);
}
}
public void AddReferenceNamesToTargetObject(IConciergeAPIService proxy)
{
if (EditMode || PageLayout == null || MemberSuiteObject == null || Metadata == null)
{
return;
}
foreach (var controlSection in PageLayout.Sections)
{
foreach (var controlMetadata in controlSection.LeftControls.Union(controlSection.RightControls))
{
if (string.IsNullOrWhiteSpace(controlMetadata.DataSourceExpression) ||
!Metadata.Fields.Exists(x => x.Name == controlMetadata.DataSourceExpression))
{
continue;
}
FieldMetadata fieldMetadata = Metadata.Fields.Single(x => x.Name == controlMetadata.DataSourceExpression);
if (fieldMetadata.DataType != FieldDataType.Reference)
{
continue;
}
string value = MemberSuiteObject.SafeGetValue(controlMetadata.DataSourceExpression) as string;
if (string.IsNullOrWhiteSpace(value))
{
continue;
}
MemberSuiteObject referencedObject = proxy.Get(value).ResultValue;
MemberSuiteObject[controlMetadata.DataSourceExpression + "_Name__transient"] = referencedObject["Name"];
}
}
}
protected void btnSearch_Click(object sender, EventArgs e)
{
var searchBuilder = new SearchBuilder(Search.FromManifest(MultiStepWizards.SearchResumeBank.SearchManifest));
MultiStepWizards.SearchResumeBank.SearchBuilder =
searchBuilder;
cfsSearchCriteria.Harvest();
MemberSuiteObject mso = cfsSearchCriteria.MemberSuiteObject;
string keywords = tbKeywords.Text;
if (!string.IsNullOrWhiteSpace(keywords))
{
searchBuilder.AddOperation(
new Keyword {
FieldName = "File", ValuesToOperateOn = new List <object> {
keywords
}
},
SearchOperationGroupType.And);
}
ParseSearchCriteria(targetCriteriaFields, mso, searchBuilder);
string nextUrl = "~/careercenter/SearchResume_Results.aspx";
if (rblOutputFormat.SelectedValue == "zip")
{
nextUrl += "?output=zip";
}
GoTo(nextUrl);
}
public static MemberSuiteObject SaveObject(MemberSuiteObject msoObjectToSave)
{
using (var api = ConciergeAPIProxyGenerator.GenerateProxy())
{
var result = api.Save(msoObjectToSave);
return(result.ResultValue);
}
}
protected msMembershipLeader ConvertLeaderSearchResult(SearchResult searchResult)
{
if (searchResult == null || searchResult.Table == null || searchResult.Table.Rows.Count == 0)
{
return(null);
}
return(MemberSuiteObject.FromDataRow(searchResult.Table.Rows[0]).ConvertTo <msMembershipLeader>());
}
private void executePotentialDuplicatesSearch(IConciergeAPIService serviceProxy)
{
var config = serviceProxy.GetAssociationConfiguration().ResultValue;;
if (config != null && config.SafeGetValue <bool>("DisableDuplicateCheckPortal")) //dupe check disabled
{
return;
}
//Get the City/State from the Postal Code - This is better for duplicate matching because it removes zip+4 from the equation
Address address = new Address();
address.PostalCode = targetRequest.PostalCode;
try
{
using (IConciergeAPIService proxy = GetConciegeAPIProxy())
{
var apiResult = proxy.PopulateCityStateFromPostalCode(address);
address = apiResult.ResultValue;
}
}
catch
{
// don't want to do anything if this fails
}
MemberSuiteObject mso = new MemberSuiteObject();
mso.Fields.Add("FirstName", targetRequest.FirstName);
mso.Fields.Add("LastName", targetRequest.LastName);
mso.Fields.Add("City", address.City);
mso.Fields.Add("State", address.State);
mso.ClassType = "Individual";
Search duplicateSearch = new Search();
duplicateSearch.AddOutputColumn("ID");
duplicateSearch.AddOutputColumn("FirstName");
duplicateSearch.AddOutputColumn("LastName");
duplicateSearch.AddOutputColumn("EmailAddress");
duplicateSearch.AddOutputColumn("_Preferred_Address_Line1");
duplicateSearch.AddOutputColumn("_Preferred_Address_City");
duplicateSearch.AddOutputColumn("_Preferred_Address_State");
duplicateSearch.AddOutputColumn("_Preferred_Address_PostalCode");
duplicateSearch.AddSortColumn("FirstName");
duplicateSearch.AddSortColumn("LastName");
SearchResult duplicateResult;
duplicateResult = serviceProxy.FindPotentialDuplicates(mso, null, duplicateSearch, 0, null).ResultValue;
hideInfo(duplicateResult.Table);
dvDuplicates = new DataView(duplicateResult.Table);
}
public static string LogException(Exception ex, Uri u)
{
//if there's no http context do not log
//If we don't know what association this is we can't log either because a auditlog requires a wall to save
if (HttpContext.Current == null || CurrentAssociation == null)
return null;
try
{
NameValueCollection queryStringVariables = new NameValueCollection();
if (u != null)
queryStringVariables = HttpUtility.ParseQueryString(u.Query);
string contextId = queryStringVariables["contextID"];
MemberSuiteObject contextObject = null;
using (IConciergeAPIService proxy = ConciergeAPIProxyGenerator.GenerateProxy())
{
//Get the current user details from the Concierge API
LoginResult loginResult = proxy.WhoAmI().ResultValue;
msUser currentUser = loginResult.PortalUser == null ? loginResult.User.ConvertTo<msUser>() : loginResult.PortalUser.ConvertTo<msUser>();
//If there's a specified context then get the details on the context object
if (!string.IsNullOrWhiteSpace(contextId))
{
ConciergeResult<MemberSuiteObject> getResult = proxy.Get(contextId);
if (getResult.Success)
contextObject = getResult.ResultValue;
}
msAuditLog auditLog = constructAuditLog(currentUser, ex, contextId, contextObject);
ConciergeResult<MemberSuiteObject> saveResult = proxy.RecordErrorAuditLog(auditLog);
if (saveResult.Success)
return saveResult.ResultValue.SafeGetValue<string>("ID");
}
}
catch(Exception e)
{
Console.WriteLine("Unable to log exception.");
Console.WriteLine(e.ToString());
Console.WriteLine(ex.ToString());
}
return null;
}
protected override void InitializeTargetObject()
{
base.InitializeTargetObject();
targetForm = LoadObjectFromAPI <msCustomObjectPortalForm>(ContextID);
if (targetForm == null)
{
GoToMissingRecordPage();
}
string entityID = null;
if (ConciergeAPI.CurrentEntity != null)
{
entityID = ConciergeAPI.CurrentEntity.ID;
}
using (var api = GetServiceAPIProxy())
targetFormManifest = api.DescribePortalForm(targetForm.ID, entityID).ResultValue;
// MS-5922 - only check this on initial load so that it will not fail on completion of creation of last allowed instance
if (!IsPostBack)
{
if (!targetFormManifest.CanCreate)
{
GoTo("/AccessDenied.aspx");
}
}
if (ConciergeAPI.CurrentEntity == null && !targetForm.AllowAnonymousSubmissions) // we need them to go through registration
{
GoTo("~/profile/CreateAccount_BasicInfo.aspx?t=PortalForm&formID=" + targetForm.ID);
return;
}
// ok, so we allow anonymous submissions here
// MS-5360
if (string.IsNullOrWhiteSpace(CurrentFormID.Value))
{
targetInstance = MetadataLogic.CreateNewObject(targetFormManifest.UnderlyingObjectName);
targetInstance["Owner"] = entityID;
}
else
{
targetInstance = APIExtensions.LoadObjectFromAPI(CurrentFormID.Value);
}
}
protected void setTimeSlots()
{
timeslots = new List <msSessionTimeSlot>();
using (var api = GetServiceAPIProxy())
{
Search sTimeSlots = new Search {
Type = msSessionTimeSlot.CLASS_NAME
};
sTimeSlots.AddOutputColumn("ID");
sTimeSlots.AddOutputColumn("Name");
sTimeSlots.AddOutputColumn("StartTime");
sTimeSlots.AddOutputColumn("EndTime");
sTimeSlots.AddOutputColumn("AllowMultipleSessions");
sTimeSlots.AddCriteria(Expr.Equals(msSessionTimeSlot.FIELDS.Event, targetEvent.ID));
sTimeSlots.AddSortColumn("StartTime");
sTimeSlots.AddSortColumn("Name");
foreach (DataRow drResult in api.GetSearchResult(sTimeSlots, 0, null).Table.Rows)
{
timeslots.Add(MemberSuiteObject.FromDataRow(drResult).ConvertTo <msSessionTimeSlot>());
}
}
pnlSessions.Visible = false;
// add the NULL timeslot, for sessions that have not been placed into time slots
timeslots.Insert(0, new msSessionTimeSlot {
Name = "Events Happening During this Event", ID = null
});
// if there's one session, one session at all, then the panel is shown
rptSessions.DataSource = timeslots;
rptSessions.DataBind();
if (targetRegistrationFee.MaximumNumberOfSessions != null)
{
cvMaxSession.ErrorMessage =
string.Format(
"You have selected too many sessions. When registering using the '{0}' fee, you are allowed a maximum of {1} sessions.",
targetRegistrationFee.Name, targetRegistrationFee.MaximumNumberOfSessions.Value);
}
}
protected void btnSearch_Click(object sender, EventArgs e)
{
MultiStepWizards.SearchDirectory.SearchBuilder =
new SearchBuilder(Search.FromManifest(MultiStepWizards.SearchDirectory.SearchManifest));
cfsSearchCriteria.Harvest();
MemberSuiteObject mso = cfsSearchCriteria.MemberSuiteObject;
ParseSearchCriteria(targetCriteriaFields, mso, MultiStepWizards.SearchDirectory.SearchBuilder);
// MS-2152 - we need to make sure we're excluded terminated folks, and opt out
Search s = MultiStepWizards.SearchDirectory.SearchBuilder.Search;
SearchOperationGroup sog = new SearchOperationGroup();
sog.Criteria.AddRange(s.Criteria);
s.Criteria.Clear();
s.GroupType = SearchOperationGroupType.And;
s.AddCriteria(Expr.Equals(msMembership.FIELDS.ReceivesMemberBenefits, true));
s.AddCriteria(Expr.Equals(msMembership.FIELDS.MembershipDirectoryOptOut, false));
var sogTerminationDate = new SearchOperationGroup {
GroupType = SearchOperationGroupType.Or
};
sogTerminationDate.Criteria.Add(Expr.IsBlank(msMembership.FIELDS.TerminationDate));
sogTerminationDate.Criteria.Add(Expr.IsGreaterThan(msMembership.FIELDS.TerminationDate, DateTime.Today));
s.AddCriteria(sogTerminationDate);
// MS-5850 - Control whether or not inherited memberships are included
if (!PortalConfiguration.Current.MembershipDirectoryIncludeInheritedMemberships)
{
s.AddCriteria(Expr.Equals(msMembership.FIELDS.IsInherited, false));
}
s.AddCriteria(sog); // now, add the criteria
GoTo("~/directory/SearchDirectory_Results.aspx");
}
/// <summary>
/// Initializes the target object for the page
/// </summary>
/// <remarks>Many pages have "target" objects that the page operates on. For instance, when viewing
/// an event, the target object is an event. When looking up a directory, that's the target
/// object. This method is intended to be overriden to initialize the target object for
/// each page that needs it.</remarks>
protected override void InitializeTargetObject()
{
base.InitializeTargetObject();
targetRelationship = LoadObjectFromAPI <msRelationship>(ContextID);
if (targetRelationship == null)
{
GoToMissingRecordPage();
return;
}
targetRelationshipType = LoadObjectFromAPI <msRelationshipType>(targetRelationship.Type);
if (targetRelationshipType == null)
{
GoToMissingRecordPage();
return;
}
leftSide = APIExtensions.LoadObjectFromAPI(targetRelationship.LeftSide);
rightSide = APIExtensions.LoadObjectFromAPI(targetRelationship.RightSide);
}
protected void loadLeaders()
{
//If there's no chapters on this membership then the owner can't be a chapter leader
if (dvChapterMembership.Count == 0)
{
leaders = new Dictionary <string, msMembershipLeader>();
return;
}
Search sLeaders = GetChapterLeaderSearch(null);
sLeaders.AddOutputColumn("Chapter");
sLeaders.Criteria.Clear();
sLeaders.AddCriteria(Expr.Equals("Individual", ConciergeAPI.CurrentEntity.ID));
SearchOperationGroup chapterGroup = new SearchOperationGroup();
chapterGroup.FieldName = "Chapter";
chapterGroup.GroupType = SearchOperationGroupType.Or;
foreach (DataRowView drvChapterMembership in dvChapterMembership)
{
chapterGroup.Criteria.Add(Expr.Equals("Chapter", drvChapterMembership["Chapter"].ToString()));
}
sLeaders.AddCriteria(chapterGroup);
SearchResult srLeaders = APIExtensions.GetSearchResult(sLeaders, 0, null);
leaders = new Dictionary <string, msMembershipLeader>();
foreach (DataRow drLeader in srLeaders.Table.Rows)
{
//Store and clear the chapter to avoid a casting exception
string chapterId = drLeader["Chapter"].ToString();
drLeader["Chapter"] = DBNull.Value;
msMembershipLeader leader = MemberSuiteObject.FromDataRow(drLeader).ConvertTo <msMembershipLeader>();
leaders[chapterId] = leader;
}
}
public object BeforeCall(string operationName, object[] inputs)
{
if (inputs == null)
{
return(null);
}
// we need to replace any items that derive from MemberSuiteObject
// with the clean MemberSuite object equivalents, otherwise the
// Data Contract Serializer will freak out
for (var i = 0; i < inputs.Length; i++)
{
var input = inputs[i];
if (input == null || !typeof(MemberSuiteObject).IsAssignableFrom(input.GetType()))
{
continue;
}
var mso = MemberSuiteObject.ConvertToMemberSuiteObject(((MemberSuiteObject)input));
// remove all transient fields
if (mso.Fields != null)
{
foreach (var keys in mso.Fields.Keys.ToList().FindAll(k => k.EndsWith("__transient")))
{
mso.Fields.Remove(keys);
}
}
inputs[i] = mso;
}
return(null);
}
public static msPortalPageLayoutContainer GetDefaultPageLayout(this MemberSuiteObject mso)
{
return(GetDefaultPageLayout(mso.ClassType));
}
public override void Run()
{
/* The purpose of this sample is to show you how to use the API to execute a portal login
* on behalf of an individual, and once that portal login is completed, how to query on a member's status.
* We reuse some of what's in DeterminingMembershipStatus here.
*/
// First, we need to prepare the proxy with the proper security settings.
// This allows the proxy to generate the appropriate security header. For more information
// on how to get these settings, see http://api.docs.membersuite.com in the Getting Started section
if (!ConciergeAPIProxyGenerator.IsSecretAccessKeySet)
{
ConciergeAPIProxyGenerator.SetAccessKeyId(ConfigurationManager.AppSettings["AccessKeyID"]);
ConciergeAPIProxyGenerator.SetSecretAccessKey(ConfigurationManager.AppSettings["SecretAccessKey"]);
ConciergeAPIProxyGenerator.AssociationId = ConfigurationManager.AppSettings["AssociationID"];
}
// ok, let's generate our API proxy
using (var api = ConciergeAPIProxyGenerator.GenerateProxy())
{
Console.WriteLine(
"Please enter login credentials. If you don't have specific credentials, try 'test' for both the user and password to get Terry Smith.");
Console.WriteLine();
Console.WriteLine("Please enter the username and hit ENTER.");
string username = Console.ReadLine();
Console.WriteLine("Please enter the password and hit ENTER.");
string password = Console.ReadLine();
ConciergeResult <LoginResult> portalLoginResult = api.LoginToPortal(username, password);
if (!portalLoginResult.Success)
{
Console.WriteLine("Portal login failed with this error: " + portalLoginResult.FirstErrorMessage);
return;
}
Console.WriteLine("Portal login successful - accessing member information...");
// this is the "entity" that you've logged in as.
// remember an entity is either an organization OR an individual - it's a base class.
MemberSuiteObject entity = portalLoginResult.ResultValue.PortalEntity;
// now, let's get that entity's ID
string entityID = entity.SafeGetValue <string>("ID");
// there's a lot of confusion between the different types of users, so let's list them
Console.WriteLine();
Console.WriteLine("Users");
Console.WriteLine("-----------------------------");
Console.WriteLine();
Console.WriteLine("API User: {0} - this is the security context that your application is using.",
portalLoginResult.ResultValue.User["Name"]);
Console.WriteLine(
"Portal User: {0} - this is the security context that you are logging your member in as. It's linked to the actual member record via the Owner property.",
portalLoginResult.ResultValue.PortalUser["Name"]);
Console.WriteLine(
"Individual/Organization: {0} - this is the entity record that the portal user is tied to. ",
portalLoginResult.ResultValue.PortalEntity["Name"]);
Console.WriteLine();
Console.WriteLine();
Console.WriteLine("The owner of the login has an ID of '{0}' - accessing...",
entityID);
// ok, let's get the membership status
string msql = string.Format(
"select TOP 1 FirstName, LocalID, LastName, Membership.Type.Name, Membership.PrimaryChapter.Name, Membership.ExpirationDate, Membership.ReceivesMemberBenefits from Individual where ID = '{0}' order by LastName",
entityID);
var result = api.ExecuteMSQL(msql, 0, null);
if (!result.Success)
{
Console.WriteLine("Search failed: {0}", result.FirstErrorMessage);
return;
}
DataRow resultRow = result.ResultValue.SearchResult.Table.Rows[0];
// we know there's only one row, since the ID is unqiue
Console.WriteLine("ID: " + resultRow["LocalID"]);
Console.WriteLine("First Name: " + resultRow["FirstName"]);
Console.WriteLine("Last Name: " + resultRow[msIndividual.FIELDS.LastName]);
// <--- this is how you would use constants, which is the better way to go
Console.WriteLine("Member? " + resultRow["Membership.ReceivesMemberBenefits"]);
Console.WriteLine("Member Type: " + resultRow["Membership.Type.Name"]);
Console.WriteLine("Chapter: " + resultRow["Membership.PrimaryChapter.Name"]);
Console.WriteLine("Expiration Date: " + resultRow["Membership.ExpirationDate"]);
Console.WriteLine("Search successful: {0} results returned.",
result.ResultValue.SearchResult.TotalRowCount);
}
}
public static ClassMetadata DescribeObject(this MemberSuiteObject mso)
{
return(DescribeObject(mso.ClassType));
}
public override void Run()
{
/* This sample is going to login to the association and create a record with a name,
* email, and birthday that you specify. Once saved, the system will display the ID
* of the individual created, the age (which MemberSuite calculates), and will automatically
* launch the 360 view of that record in the web browser */
// First, we need to prepare the proxy with the proper security settings.
// This allows the proxy to generate the appropriate security header. For more information
// on how to get these settings, see http://api.docs.membersuite.com in the Getting Started section
if (!ConciergeAPIProxyGenerator.IsSecretAccessKeySet)
{
ConciergeAPIProxyGenerator.SetAccessKeyId(ConfigurationManager.AppSettings["AccessKeyID"]);
ConciergeAPIProxyGenerator.SetSecretAccessKey(ConfigurationManager.AppSettings["SecretAccessKey"]);
ConciergeAPIProxyGenerator.AssociationId = ConfigurationManager.AppSettings["AssociationID"];
}
// ok, let's generate our API proxy
using (var api = ConciergeAPIProxyGenerator.GenerateProxy())
{
// now, we want to create a new individual
// First, we need to get a description of the individual
// The description will tell the client SDK how to "build" the object; in other words, what the fields are
// and what the default values are. So if you set a default value for LastName to 'Smith', the Describe
// operation will have that in the metadata. When you construct the object, it will then have the last name
// defaulted to 'Smith'
ClassMetadata meta = api.DescribeObject("Individual").ResultValue;
// now, create our MemberSuiteObject
MemberSuiteObject mso = MemberSuiteObject.FromClassMetadata(meta);
/* it's always easier to use the typed MemberSuiteObject
*
* You could just instantiate this directly by saying:
*
* msIndividual p = new msIndividual();
*
* This would work - but without the class metadata, the object would not respect any of the defaults
* that are set up. It would be a totally blank object.*/
msIndividual person = mso.ConvertTo <msIndividual>();
// now, you don't have to use dictionaries and string keys, you can access the object directly
Console.WriteLine("Please enter a first name and press ENTER.");
person.FirstName = Console.ReadLine();
Console.WriteLine("Please enter a last name and press ENTER.");
person.LastName = Console.ReadLine();
person.EmailAddress = "*****@*****.**";
Console.WriteLine("Please enter a birthdate and press ENTER.");
string date = Console.ReadLine();
DateTime dob;
if (!DateTime.TryParse(date, out dob))
{
Console.WriteLine("Invalid birthdate... exiting...");
return;
}
person.DateOfBirth = dob;
// ok, so we can save this now
var result = api.Save(person);
if (!result.Success)
{
throw new ApplicationException("Unable to save: " + result.FirstErrorMessage);
}
msIndividual newPerson = result.ResultValue.ConvertTo <msIndividual>();
Console.WriteLine("Successfully saved individual #{0} - {1}. Age is {2}. ", newPerson.LocalID,
newPerson.Name, newPerson.Age);
Console.WriteLine("URL is:");
Console.WriteLine("https://console.production.membersuite.com/app/console/individual/view?c=" +
newPerson.ID);
}
}
private void setupChapters(msMembershipOrganization mo, msMembershipDuesProduct product)
{
ChapterMode cm = mo.ChapterMode;
// check to see if we need to override on product
if (product[msMembershipDuesProduct.FIELDS.ChapterMode] != null)
{
cm = product.SafeGetValue <ChapterMode>(msMembershipDuesProduct.FIELDS.ChapterMode);
}
switch (cm)
{
case ChapterMode.ChaptersDisabled:
divChapter.Visible = false; // don't show it
return;
case ChapterMode.MemberJoinsOneChapter:
divChapter.Visible = true;
divAdditionalChapters.Visible = false;
break;
case ChapterMode.MemberCanJoinMultipleChapters:
divChapter.Visible = true;
divAdditionalChapters.Visible = true;
break;
}
// let's pull all of the chapters
List <NameValueStringPair> tblChapters;
using (var api = GetServiceAPIProxy())
{
tblChapters = api.GetApplicableChaptersForMembershipType(targetMembership.Type).ResultValue;
}
ddlSelectChapter.DataSource = tblChapters;
ddlSelectChapter.DataTextField = "Name";
ddlSelectChapter.DataValueField = "Value";
ddlSelectChapter.DataBind();
if (divAdditionalChapters.Visible) // bind the list box, too
{
lbAdditionalChapters.DataSource = tblChapters;
lbAdditionalChapters.DataTextField = "Name";
lbAdditionalChapters.DataValueField = "Value";
lbAdditionalChapters.DataBind();
}
ddlSelectChapter.Items.Insert(0, new ListItem("---- Select a Chapter ----", ""));
// ok - are we suggesting a chapter based on zip code?
var cpm = mo.ChapterPostalCodeMappingMode;
// check to see if we need to override on product
if (product[msMembershipDuesProduct.FIELDS.ChapterPostalCodeMappingMode] != null)
{
cpm = product.SafeGetValue <ChapterPostalCodeMappingMode>(msMembershipDuesProduct.FIELDS.ChapterPostalCodeMappingMode);
}
if (cpm != ChapterPostalCodeMappingMode.Disabled)
{
MemberSuiteObject msoChapter = null;
using (var api = GetServiceAPIProxy())
msoChapter = api.SuggestChapter(mo.ID, targetEntity.ID).ResultValue;
if (msoChapter != null) // have have a chapter
{
ListItem li = ddlSelectChapter.Items.FindByValue(msoChapter.SafeGetValue <string>("ID"));
if (li != null) // we have a match
{
li.Selected = true;
if (cpm == ChapterPostalCodeMappingMode.Assign)
{
ddlSelectChapter.Enabled = false; // can't be changed
trChapterAssigned.Visible = true;
}
// if a chapter matches, that's it, we're done
return;
}
}
}
// let's try and set to the default chapter
if (targetMembership != null && targetMembership.Chapters != null)
{
// find the primary
var cPrimary = (targetMembership.Chapters.Find(x => x.IsPrimary));
// MS-4984 - only set the default chapter if it's set up in the mem org
if (cPrimary != null && mo.MembersShouldInheritPreviousChapterUponRenewal)
{
ddlSelectChapter.SafeSetSelectedValue(cPrimary.Chapter);
}
// now, let's try to select the additional
if (divAdditionalChapters.Visible)
{
foreach (var c in targetMembership.Chapters)
{
if ((c.ExpirationDate == null || c.ExpirationDate == targetMembership.ExpirationDate) &&
(cPrimary == null || c.Chapter != cPrimary.Chapter))
{
ListItem li = lbAdditionalChapters.Items.FindByValue(c.Chapter);
if (li != null)
{
li.Selected = true;
}
}
}
}
}
}
public static MemberSuiteObject CreateNewObject(string className)
{
return(MemberSuiteObject.FromClassMetadata(DescribeObject(className)));
}
protected void btnPlaceOrder_Click(object sender, EventArgs e)
{
const string ContentSuffix = "_Contents";
if (!IsValid)
{
return;
}
lock (threadLock)
{
if (targetOrder == null)
{
Refresh();
return;
}
targetOrder.Notes = tbNotesComments.Text;
// add cross sell
var csi = MultiStepWizards.PlaceAnOrder.CrossSellItems;
if (csi != null && csi.Count > 0)
{
targetOrder.LineItems.AddRange(csi.FindAll(x => x.Quantity != 0)); // add any cross sell items
}
using (var api = GetServiceAPIProxy())
{
var msPayload = new List <MemberSuiteObject>();
// Go over line items and generate payoads for all attachments realted fields.
foreach (var lineItem in targetOrder.LineItems)
{
// We're looking for _Content only. _Content has to be of MemberSuiteFile type.
var attachments = lineItem.Fields.Where(f => f.Key.EndsWith(ContentSuffix) && IsNonEmptyMemberSuiteFile(f.Value))
.Select(c =>
{
var msf = (MemberSuiteFile)c.Value;
// Generate ID
var fileId = api.GenerateIdentifer("File").ResultValue;
// Create ms object...
var mso = new MemberSuiteObject();
mso.ClassType = "File";
mso.Fields["ID"] = fileId;
mso.Fields["FileContents"] = msf.FileContents;
mso.Fields["Name"] = msf.FileName;
mso.Fields["ContentLength"] = msf.FileContents.Length;
return(new { Key = c.Key.Replace(ContentSuffix, string.Empty), FileId = fileId, File = mso });
});
if (attachments.Count() > 0)
{
foreach (var a in attachments)
{
// JES product fullfillment logic expects an xml file to save.. Copy relevant values into MemberSuiteFile & serializer it to send to JES (MS-6424)
//
var ms = new MemberSuiteFile();
ms.FileName = a.File.SafeGetValue <string>("Name");
ms.FileContents = a.File.SafeGetValue <byte[]>("FileContents");
ms.FileType = a.File.SafeGetValue <string>("FileType"); //we don't currently have this
var xml = MemberSuite.SDK.Utilities.Xml.Serialize(ms);
lineItem.Options.Add(new NameValueStringPair {
Name = a.Key, Value = xml
});
// Add according ms file to payload.
msPayload.Add(a.File);
}
}
}
OrderPayload payload = MultiStepWizards.PlaceAnOrder.Payload;
if (msPayload.Count() > 0)
{
if (payload == null)
{
payload = new OrderPayload();
}
if (payload.ObjectsToSave == null)
{
payload.ObjectsToSave = new List <MemberSuiteObject>();
}
payload.ObjectsToSave.AddRange(msPayload);
}
if (targetOrder.Date == DateTime.MinValue)
{
targetOrder.Date = DateTime.Now;
}
var processedOrderPacket = api.PreProcessOrder(targetOrder).ResultValue;
cleanOrder = processedOrderPacket.FinalizedOrder.ConvertTo <msOrder>();
cleanOrder.Total = processedOrderPacket.Total;
//if (string.IsNullOrWhiteSpace(cleanOrder.BillingEmailAddress))
// cleanOrder.BillingEmailAddress = CurrentUser.EmailAddress;
if (MultiStepWizards.RegisterForEvent.IsSessionSwap)
{
var swapResult = api.SwapSessions(
MultiStepWizards.RegisterForEvent.SwapRegistrationID,
MultiStepWizards.RegisterForEvent.SessionsToCancel,
cleanOrder);
if (!swapResult.Success)
{
QueueBannerError(swapResult.FirstErrorMessage);
}
else
{
QueueBannerMessage("Session updates complete.");
}
MultiStepWizards.RegisterForEvent.Clear();
GoTo(MultiStepWizards.PlaceAnOrder.OrderCompleteUrl ?? "OrderComplete.aspx");
}
var processInfo = api.ProcessOrder(cleanOrder, payload).ResultValue;
// let's wait for the order
var processStatus = OrderUtilities.WaitForOrderToComplete(api, processInfo);
if (processStatus.Status == LongRunningTaskStatus.Failed)
{
throw new ConciergeClientException(
MemberSuite.SDK.Concierge.ConciergeErrorCode.IllegalOperation,
processStatus.AdditionalInfo);
}
string url = MultiStepWizards.PlaceAnOrder.OrderCompleteUrl ?? "OrderComplete.aspx";
if (url.Contains("?"))
{
url += "&";
}
else
{
url += "?";
}
targetOrder = null;
// clear the cart
if (isTransient)
{
// clear out the items
if (MultiStepWizards.PlaceAnOrder.TransientShoppingCart != null)
{
MultiStepWizards.PlaceAnOrder.TransientShoppingCart.LineItems.Clear();
}
MultiStepWizards.PlaceAnOrder.TransientShoppingCart = null;
}
else
{
MultiStepWizards.PlaceAnOrder.ShoppingCart = null;
MultiStepWizards.PlaceAnOrder.RecentlyAddedItems = null;
}
MultiStepWizards.PlaceAnOrder.CrossSellItems = null;
MultiStepWizards.PlaceAnOrder.EditOrderLineItem = null; // clear this out
MultiStepWizards.PlaceAnOrder.EditOrderLineItemProductName = null; // clear this out
MultiStepWizards.PlaceAnOrder.EditOrderLineItemProductDemographics = null; // clear this out
MultiStepWizards.PlaceAnOrder.OrderConfirmationPacket = null;
if (processStatus.Status == LongRunningTaskStatus.Running)
{
// MS-5204. Don't create job posting here. If JES is down then, job posting will be created
// during order processing. Otherwise we'll endup with duplicate job postings.
// hack - let's save the job posting
//if (MultiStepWizards.PostAJob.JobPosting != null)
// SaveObject(MultiStepWizards.PostAJob.JobPosting);
MultiStepWizards.PostAJob.JobPosting = null;
GoTo("OrderQueued.aspx");
}
var order = LoadObjectFromAPI <msOrder>(processStatus.WorkflowID);
QueueBannerMessage(string.Format("Order #{0} was processed successfully.",
order.SafeGetValue <long>(
msLocallyIdentifiableAssociationDomainObject.FIELDS.LocalID)));
url += "orderID=" + order.ID;
if (!url.Contains("contextID="))
{
url += "&contextID=" + order.ID;
}
GoTo(url);
}
}
}
private static msAuditLog constructAuditLog(msUser currentUser, Exception ex, string contextId, MemberSuiteObject contextObject)
{
msAuditLog result = new msAuditLog();
result.AffectedRecord_ID = contextId;
result.Type = AuditLogType.Error;
if (currentUser != null)
result.Actor = currentUser.ID;
if (contextObject != null)
{
result.AffectedRecord_Type = contextObject.ClassType;
result.AffectedRecord_Name = contextObject.SafeGetValue<string>("Name");
}
result.Description = ex.ToString();
return result;
}
protected void ParseSearchCriteria(List <FieldMetadata> targetCriteriaFields, MemberSuiteObject criteria, SearchBuilder sb)
{
foreach (var fieldMetadata in targetCriteriaFields)
{
string fieldName = Formats.GetSafeFieldName(fieldMetadata.Name);
bool found = false;
if (_isValidRange(criteria.SafeGetValue(fieldName + "__from")))
{
// let's create a greater than
sb.AddOperation(Expr.IsGreaterThanOrEqualTo(fieldMetadata.Name, criteria[fieldName + "__from"]), SearchOperationGroupType.And);
found = true;
}
if (_isValidRange(criteria.SafeGetValue(fieldName + "__to")))
{
// let's create a less than
sb.AddOperation(Expr.IsLessThanOrEqual(fieldMetadata.Name, criteria[fieldName + "__to"]), SearchOperationGroupType.And);
found = true;
}
if (found || !criteria.Fields.ContainsKey(fieldName))
{
continue;
}
var fieldValue = criteria.Fields[fieldName];
if (fieldValue == null)
{
continue;
}
SearchOperation so = new Equals(); //default
so.ValuesToOperateOn = new List <object> {
fieldValue
};
if (fieldValue is string)
{
string fieldValueAsString = (string)fieldValue;
if (String.IsNullOrWhiteSpace(fieldValueAsString))
{
continue;
}
if (fieldMetadata.DataType == FieldDataType.Boolean)
{
bool b = false;
if (Boolean.TryParse(fieldValueAsString, out b))
{
so.ValuesToOperateOn = new List <object>()
{
b
}
}
;
}
else
{
so = new Contains(); //string should use contains instead of equals
so.ValuesToOperateOn = new List <object>()
{
fieldValueAsString.Trim()
};
}
}
if (fieldValue is List <string> )
{
List <string> fieldValueAsList = fieldValue as List <string>;
if (fieldValueAsList.Count == 0)
{
continue;
}
so = new ContainsOneOfTheFollowing(); //Lists just look for one hit
List <object> values = new List <object>();
values.AddRange(fieldValueAsList);
so.ValuesToOperateOn = values;
}
so.FieldName = fieldMetadata.Name;
sb.AddOperation(so, SearchOperationGroupType.And);
}
}
public override void Run()
{
/* This sample is going to login to the association and create a record with a name,
* email, and birthday that you specify. Once saved, the system will display the ID
* of the individual created, the age (which MemberSuite calculates), and will automatically
* launch the 360 view of that record in the web browser */
// First, we need to prepare the proxy with the proper security settings.
// This allows the proxy to generate the appropriate security header. For more information
// on how to get these settings, see http://api.docs.membersuite.com in the Getting Started section
if (!ConciergeAPIProxyGenerator.IsSecretAccessKeySet)
{
ConciergeAPIProxyGenerator.SetAccessKeyId(ConfigurationManager.AppSettings["AccessKeyID"]);
ConciergeAPIProxyGenerator.SetSecretAccessKey(ConfigurationManager.AppSettings["SecretAccessKey"]);
ConciergeAPIProxyGenerator.AssociationId = ConfigurationManager.AppSettings["AssociationID"];
}
// ok, let's generate our API proxy
using (var api = ConciergeAPIProxyGenerator.GenerateProxy())
{
// now, we want to create a new individual
// First, we need to get a description of the individual
// The description will tell the client SDK how to "build" the object; in other words, what the fields are
// and what the default values are. So if you set a default value for LastName to 'Smith', the Describe
// operation will have that in the metadata. When you construct the object, it will then have the last name
// defaulted to 'Smith'
var meta = api.DescribeObject(CustomActivityName).ResultValue;
if (meta == null)
{
var classDef = new MemberSuiteObject {
ClassType = msCustomObject.CLASS_NAME
};
classDef.Fields[msCustomObject.FIELDS.ClassDefinition] = new ClassMetadata
{
Name = CustomActivityName,
Label = "Custom Activity",
LabelPlural = "Custom Activities",
Module = "CRM",
};
// ok, so we can save this now
var defResult = api.Save(classDef);
if (!defResult.Success)
{
throw new ApplicationException("Unable to create class definition: " + defResult.FirstErrorMessage);
}
meta = api.DescribeObject(CustomActivityName).ResultValue;
if (meta == null)
{
throw new ApplicationException("Class definition not created.");
}
}
if (meta.Fields.All(f => f.Name != CategoryFieldName))
{
var fieldDef = new MemberSuiteObject {
ClassType = msCustomField.CLASS_NAME
};
fieldDef.Fields[msCustomField.FIELDS.CustomObject] = meta.CustomObjectID;
fieldDef.Fields[msCustomField.FIELDS.ApplicableType] = CustomActivityName;
fieldDef.Fields[msCustomField.FIELDS.FieldDefinition] = new FieldMetadata
{
Name = CategoryFieldName,
Label = "Category",
DataType = FieldDataType.Text,
DisplayType = FieldDisplayType.TextBox,
};
// ok, so we can save this now
var defResult = api.Save(fieldDef);
if (!defResult.Success)
{
throw new ApplicationException("Unable to create field definition: " + defResult.FirstErrorMessage);
}
meta = api.DescribeObject(CustomActivityName).ResultValue;
if (meta == null || meta.Fields.All(f => f.Name != CategoryFieldName))
{
throw new ApplicationException("Field definition not created.");
}
}
Console.WriteLine("Please enter a Custom Activity Name and press ENTER.");
var activityName = Console.ReadLine();
// Search for an activity by Name
var nameSearch = new Search {
Type = CustomActivityName
};
nameSearch.AddCriteria(Expr.Equals("Name", activityName));
var searchResult = api.GetObjectBySearch(nameSearch, null);
if (!searchResult.Success)
{
throw new ApplicationException("Unable to search: " + searchResult.FirstErrorMessage);
}
MemberSuiteObject mso;
if (searchResult.ResultValue != null)
{
mso = searchResult.ResultValue;
Console.WriteLine("Match found, let's update it. Cateogry currently: {0}",
mso.SafeGetValue <string>(CategoryFieldName));
}
else
{
Console.WriteLine("No match found, let's create it.");
mso = new MemberSuiteObject {
ClassType = CustomActivityName
};
// You can also generate an Object from the full Metadata:
////mso = MemberSuiteObject.FromClassMetadata(meta);
mso.Fields["Name"] = activityName;
}
Console.WriteLine("Please enter a Category for this Activity and press ENTER.");
mso.Fields[CategoryFieldName] = Console.ReadLine();
// ok, so we can save this now
var saveResult = api.Save(mso);
if (!saveResult.Success)
{
throw new ApplicationException("Unable to save: " + saveResult.FirstErrorMessage);
}
var savedObject = saveResult.ResultValue;
Console.WriteLine("Successfully saved Custom Activity #{0} - {1}.",
savedObject.SafeGetValue <string>("ID"),
savedObject.SafeGetValue <string>("Name"));
}
}
protected void unbindControls()
{
cfsRegistrationFields.Harvest();
MemberSuiteObject mso = cfsRegistrationFields.MemberSuiteObject;
if (targetOrder.LineItems == null)
{
targetOrder.LineItems = new List <msOrderLineItem>();
}
if (mso == null)
{
throw new ApplicationException("No MemberSuiteObject");
}
foreach (var li in targetOrder.LineItems)
{
if (li.OrderLineItemID == null)
{
continue;
}
// otherwise, copy all of the values
li.Options = new List <NameValueStringPair>();
var relevantFields = (from f in mso.Fields
where f.Key != null && f.Key.StartsWith(Formats.GetSafeFieldName(li.OrderLineItemID))
select f);
foreach (var entry in relevantFields)
{
object value = null;
if (entry.Value != null)
{
if (entry.Value is List <string> )
{
var valueAsList = (List <string>)entry.Value;
value = string.Join("|", valueAsList);
}
if (entry.Key.EndsWith("_Contents"))
{
value = entry.Value;
}
else
{
if (value == null)
{
value = entry.Value.ToString();
}
}
var name = entry.Key.Split('|')[1];
// MS-4322 - need to account for demographics here
// MS-4970 - need to account for name on registration field (ie: guest registration)
// MSIV-400 - the logic was switched here, for some reason
//if (name.EndsWith("__q") || (name == MemberSuiteConstants.Events.NAME_ON_REGISTRATION_FIELD))
li[name] = value;
//else
// MSIV-794 - do both
li.Options.Add(new NameValueStringPair(name, value.ToString()));
}
}
}
}