/// <summary>
/// Find a matching Contact in CRM based on the first name, last name, home phone, mobile phone, email address
/// </summary>
private Contact MatchContact(Membership membership, MatchController mc)
{
this._tracer.Trace("Method: MembershipController.MatchContact");
string firstName = membership.Member.FirstName;
string lastName = membership.Member.LastName;
string homePhone = membership.Member.HomePhone;
string mobilePhone = membership.Member.MobilePhone;
string emailAddress = membership.Member.EmailAddress;
this._tracer.Trace("firstName={0}, lastName={1}, homePhone={2}, mobilePhone={3}, emailAddress={4}",
firstName, lastName, homePhone, mobilePhone, emailAddress);
List <Contact> contacts = base.GetContactsByName(firstName, lastName);
Contact match = mc.MatchToExistingContact(contacts, mobilePhone, homePhone, emailAddress);
membership.Member.ContactId = match.ContactId; // need this, otherwise the update fails!
membership.Member.MatchCode = match.MatchCode; // set the match code
this._tracer.Trace("MatchCode={0}", membership.Member.MatchCode);
// create or update contact
membership.Member.ContactId = base.CreateOrUpdateContact(membership.Member, false);
return(membership.Member);
}
public void ProcessDonation(Donation donation)
{
this._tracer.Trace("Method: DonationController.ProcessDonation");
Guid contactId = default(Guid);
Guid pledgeId = default(Guid);
Guid campaignTagId = default(Guid);
Guid regionTagId = default(Guid);
Guid transactionId = default(Guid);
Guid donationId = default(Guid);
Guid paymentItemId = default(Guid);
MatchController matcher = new MatchController(this._tracer);
// step 1: find a matching contact. create or update the contact based on the match
contactId = MatchContact(donation, contactId, matcher);
// get the campaign tag id of the related campaign (if any). we need to link this to both the pledge and donation
campaignTagId = FindCampaign(donation, campaignTagId);
// a region code will be passed from the website so we can set the coastguard unit
regionTagId = FindRegion(donation, regionTagId);
// step 2: match to a pledge. for one-off, match by contact, amount, is regular gift = no. for recurring, match by payment method, dps billing id, is regular gift = yes
pledgeId = MatchPledge(donation, contactId, pledgeId, campaignTagId, regionTagId, matcher);
// step 4: match to a payment batch. If we can't find one, we need to create a new batch
Guid batchId = MatchPaymentBatch(donation, matcher);
// handle rollbacks from this point forward. E.g. if a Donation fails to create, delete the related Payment Transaction
Dictionary <Guid, string> recordsToDelete = new Dictionary <Guid, string>();
try
{
// step 5: create a payment transaction - this is only for one-off payments
if (!donation.IsRegularGift)
{
transactionId = this.CreatePaymentTransaction(batchId, contactId, donation);
recordsToDelete.Add(transactionId, "mag_paymenttransaction");
// step 6: create a donation and link to the contact and pledge
donationId = this.CreateDonation(donation, contactId, pledgeId, regionTagId, campaignTagId);
recordsToDelete.Add(donationId, "mag_donation");
// step 7: create a payment item and link it to the donation and payment transaction
paymentItemId = this.CreatePaymentItem(transactionId, donationId, donation.Amount);
recordsToDelete.Add(paymentItemId, "mag_paymentitem");
// change the status reason of the Pledge to "Fulfilled"
this.SetPledgeStatus(pledgeId, 0, (int)PledgeStatusCode.Fulfilled);
}
}
catch (Exception ex)
{
this._tracer.Trace(ex.ToString());
Rollback(recordsToDelete);
recordsToDelete.Clear();
throw ex;
}
}
private Guid MatchPaymentBatch(Donation donation, MatchController matcher)
{
List <Batch> paymentBatches = this.GetPaymentBatches(donation);
Batch batch = matcher.MatchToExistingBatch(paymentBatches);
Guid batchId = this.CreateOrRetrieveBatch(batch, donation);
return(batchId);
}
private Guid MatchContact(Donation donation, Guid contactId, MatchController matcher)
{
List <Contact> contacts = base.GetContactsByName(donation.Donor.FirstName, donation.Donor.LastName);
Contact contactMatch = matcher.MatchToExistingContact(contacts, donation.Donor.MobilePhone, donation.Donor.HomePhone, donation.Donor.EmailAddress);
// copy the values from the matched contact
donation.Donor.ContactId = contactMatch.ContactId;
donation.Donor.MatchCode = contactMatch.MatchCode;
donation.Donor.IsDonor = true;
contactId = base.CreateOrUpdateContact(donation.Donor, true);
return(contactId);
}
/// <summary>
/// Creates a new Membership in CRM. Matches against existing Contacts in CRM. If no Contact is found, a new one is created and is linked to the new Membership
/// </summary>
public void ProcessCreate(Membership membership)
{
this._tracer.Trace("Method: MembershipController.ProcessCreate");
MatchController mc = new MatchController(this._tracer);
// step 1: find a matching contact in CRM
membership.Member = MatchContact(membership, mc);
// step 2: coastguard code will be passed in representing the unit. We need to get the actual Coastguard Unit GUID from CRM
Guid coastguardUnitCodeId = membership.UnitCodeId;
Guid unitId = this.GetUnitId(coastguardUnitCodeId);
// step 2: create a new membership in CRM
this.CreateMembership(membership, unitId);
}
private Guid MatchPledge(Donation donation, Guid contactId, Guid pledgeId, Guid campaignTagId, Guid regionTagId, MatchController matcher)
{
if (contactId != default(Guid))
{
Pledge pledge = null;
DateTime endDate = DateTime.Now; // by default, set the end date to today. We'll use this for one-off billing
PaymentRepeatOptionCode repeatOption = PaymentRepeatOptionCode.SetExpiryDate;
this._tracer.Trace("donation.IsRegularGift={0}", donation.IsRegularGift);
if (donation.IsRegularGift)
{
List <Pledge> pledges = this.GetPledgesByBillingId(donation.Pledge.PledgeId);
pledge = matcher.MatchToExistingPledge(pledges, donation.Pledge.PledgeId);
if (donation.Pledge.EndDate.HasValue)
{
endDate = donation.Pledge.EndDate.Value;
this._tracer.Trace("donation.Pledge.EndDate={0}", donation.Pledge.EndDate.Value);
}
else
{
this._tracer.Trace("No end date. Payment Repeat Option=Until Further Notice");
repeatOption = PaymentRepeatOptionCode.UntilFurtherNotice; // no end date
}
}
else
{
List <Pledge> pledges = this.GetPledgesByContactAmount(contactId, donation.Amount);
pledge = matcher.MatchToExistingPledge(pledges, contactId, donation.Amount);
}
// step 3: create or link to an existing pledge
pledgeId = this.CreateOrRetrievePledge(pledge, donation, contactId, regionTagId, campaignTagId, repeatOption);
}
return(pledgeId);
}