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 UnbindRelationship()
{
// Test to ensure this change does not violate Org Contact Restrictions
var orgId = leftSide.ClassType == msOrganization.CLASS_NAME
? leftSide.SafeGetValue <string>("ID")
: rightSide.SafeGetValue <string>("ID");
var indId = leftSide.ClassType == msIndividual.CLASS_NAME
? leftSide.SafeGetValue <string>("ID")
: rightSide.SafeGetValue <string>("ID");
CRMLogic.ErrorOutIfOrganizationContactRestrictionApplies(
orgId,
ddlRelationshipType.SelectedValue,
indId);
targetRelationship.Type = ddlRelationshipType.SelectedValue;
targetRelationship.StartDate = dtpStartDate.SelectedDate;
targetRelationship.EndDate = dtpEndDate.SelectedDate;
targetRelationship.Description = tbDescription.Text;
}
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()
{
/* 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);
}
}
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;
}
}
}
}
}
}
