public List <ContactGuid> RetrieveAllContactGuid()
{
CRMConnect conn = new CRMConnect();
string fetch2 = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='contact'>
<attribute name='fullname' />
<attribute name='contactid' />
<attribute name='kp_kalimatainsurance' />
<filter type='and'>
<condition attribute='kp_kalimatainsurance' operator='eq' value='4' />
</filter>
</entity>
</fetch>";
EntityCollection dataAll = conn.service.RetrieveMultiple(new FetchExpression(fetch2));
List <ContactGuid> listOfContacts = new List <ContactGuid>();
foreach (Entity user in dataAll.Entities)
{
ContactGuid contactguid = new ContactGuid();
contactguid.fullname = user.Attributes["fullname"].ToString();
contactguid.contactid = user.Id;
listOfContacts.Add(contactguid);
}
return(listOfContacts);
}
public void PolicyCreation(PolicyCreationModel policyCreationModel)
{
CRMConnect conn = new CRMConnect();
Entity pol = new Entity("kp_policy");
//string policy = policyCreationModel.kp_policyholder.ToString();
EntityReference policyholder = new EntityReference("contact", policyCreationModel.kp_policyholder);
EntityReference preferredCurrencyID = new EntityReference("contact", policyCreationModel.transactioncurrencyid);
pol.Attributes.Add("kp_policyholder", policyholder);
pol.Attributes.Add("transactioncurrencyid", preferredCurrencyID);
Guid createdPolicy = conn.service.Create(pol);
Entity newPolicy = conn.service.Retrieve("kp_policy", createdPolicy, new ColumnSet(true));
newPolicy.Attributes.Add("kp_policy", policyCreationModel.kp_policy);
if (policyCreationModel.kp_collision)
{
// newPolicy.Attributes.Add("kp_collision", policyCreationModel.kp_collision);
newPolicy.Attributes["kp_collision"] = policyCreationModel.kp_collision;
}
if (policyCreationModel.kp_comprehensive)
{
//newPolicy.Attributes.Add("kp_comprehensive", policyCreationModel.kp_comprehensive);
newPolicy.Attributes["kp_comprehensive"] = policyCreationModel.kp_comprehensive;
}
if (policyCreationModel.kp_liability)
{
//newPolicy.Attributes.Add("kp_liability", policyCreationModel.kp_liability);
newPolicy.Attributes["kp_liability"] = policyCreationModel.kp_liability;
}
if (policyCreationModel.kp_protected)
{
//newPolicy.Attributes.Add("kp_protected", policyCreationModel.kp_protected);
newPolicy.Attributes["kp_protected"] = policyCreationModel.kp_protected;
}
if (policyCreationModel.kp_uninsured)
{
//newPolicy.Attributes.Add("kp_uninsured", policyCreationModel.kp_uninsured);
newPolicy.Attributes["kp_uninsured"] = policyCreationModel.kp_uninsured;
}
conn.service.Update(newPolicy);
}
public Contact RetrieveContact(Guid guid)
{
// B6F1EFEE-09A4-E911-A990-000D3A40543B
// New Connection Made
CRMConnect conn = new CRMConnect();
// Fetch Expression for contact
string fetch2 = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='contact'>
<attribute name='fullname' />
<attribute name='contactid' />
<attribute name='transactioncurrencyid' />
<attribute name='address1_country' />
<order attribute='fullname' descending='false' />
<filter type='and'>
<condition attribute='fullname' operator='not-null' />
<condition attribute='address1_country' operator='not-null' />
<condition attribute='transactioncurrencyid' operator='not-null' />
<condition attribute='contactid' operator='eq' uiname='Dea Tacita' uitype='contact' value='{" + guid + @"}' />
</filter>
</entity>
</fetch>";
EntityCollection dataAll = conn.service.RetrieveMultiple(new FetchExpression(fetch2));
// Usable format
Contact contact = new Contact();
foreach (Entity user in dataAll.Entities)
{
contact.fullname = user.Attributes["fullname"].ToString();
contact.address1_country = user.Attributes["address1_country"].ToString();
string currencyID = ((EntityReference)user.Attributes["transactioncurrencyid"]).Id.ToString();
if (currencyID == "6f14ded1-1ca2-e911-a9aa-000d3a4025c7")
{
contact.transactioncurrencyid = "CAD";
}
else if (currencyID == "391b1ea8-0fa2-e911-a9b6-000d3a402766")
{
contact.transactioncurrencyid = "USD";
}
}
return(contact);
}
public void ClaimCreate(ClaimCreationModel kp_claim)
{
Entity record = new Entity("kp_claim");
record.Attributes.Add("kp_claim", kp_claim.kp_claim);
EntityReference contactReference = new EntityReference("contact", kp_claim.kp_claimcontact);
record.Attributes.Add("kp_claimcontact", contactReference);
// Convert to entity reference
EntityReference policyReference = new EntityReference("kp_policy", kp_claim.kp_claimpolicy);
record.Attributes.Add("kp_claimpolicy", policyReference);
CRMConnect conn = new CRMConnect();
conn.service.Create(record);
}
public List <PolicyReferenceModel> PolicyRetrieval(Guid contactguid)
{
CRMConnect conn = new CRMConnect();
string fetch2 = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='kp_policy'>
<attribute name='kp_policy' />
<attribute name='kp_policynumber' />
<attribute name='kp_policyholder' />
<attribute name='kp_policyid' />
<order attribute='kp_policy' descending='false' />
<filter type='and'>
<condition attribute='kp_policyholder' operator='eq' uiname='Dīs Pater' uitype='contact' value='{" + contactguid + @"}' />
<condition attribute='kp_policyid' operator='not-null' />
<condition attribute='kp_policy' operator='not-null' />
</filter>
</entity>
</fetch>";
EntityCollection dataAll = conn.service.RetrieveMultiple(new FetchExpression(fetch2));
List <PolicyReferenceModel> listOfPolicies = new List <PolicyReferenceModel>();
foreach (Entity dataSingle in dataAll.Entities)
{
PolicyReferenceModel dataModel = new PolicyReferenceModel();
dataModel.kp_policy = dataSingle.Attributes["kp_policy"].ToString();
dataModel.kp_policynumber = dataSingle.Attributes["kp_policynumber"].ToString();
dataModel.kp_policyholder = new Guid(((EntityReference)dataSingle.Attributes["kp_policyholder"]).Id.ToString());
dataModel.kp_policyid = dataSingle.Id;
listOfPolicies.Add(dataModel);
}
return(listOfPolicies);
}