private List <BrokerDetails> MapBrokers(IEnumerable <Entity> brokers, string feedType)
{
List <BrokerDetails> detailsList = new List <BrokerDetails>();
var uniqueBrokers = brokers.Select(c => c.GetAttributeValue <string>("new_brokercode")).Distinct();
foreach (var bro in uniqueBrokers)
{
if (bro == null)
{
continue;
}
var broker = brokers.Where(c => c.GetAttributeValue <string>("new_brokercode") == bro.ToString()).FirstOrDefault();
var company = new Company(_svc, broker);
BrokerDetails details = new BrokerDetails();
var address = broker.GetAttributeValue <EntityReference>("new_address");
Address addressDetails = null;
if (address != null)
{
addressDetails = new Address(_svc, _svc.Retrieve(address.LogicalName, address.Id, new ColumnSet(true)));
details.Address = addressDetails.street1;
details.Address2 = addressDetails.street2;
details.City = addressDetails.City;
details.County = addressDetails.County;
details.Country = addressDetails.Country;
details.PostCode = addressDetails.PostalCode;
details.AddressIdentifier = addressDetails.AddressIdentifier;
}
details.CRMCompanyCode = company.CompanyCode;
details.Name = company.Name;
details.MainContactName = company.MainContactName;
details.PhoneNumber = company.MainPhone;
details.MobileNumber = company.MobilePhone;
details.CurrencyCode = company.CurrencyCode;
details.Email = company.Email;
details.HomePage = company.HomePage;
details.FeedType = feedType;
details.RecordType = company.StateCode;
detailsList.Add(details);
}
//Uncomment the below code when we Go Live
//UpdateNavSentDates(_svc, brokers);
return(detailsList);
}
public static void UpdateBroker(this IOrganizationService svc, BrokerDetails details, Entity retrievedBroker)
{
Entity broker = new Entity("account");
broker.Id = retrievedBroker.Id;
broker["name"] = details.Name;
broker["telephone1"] = details.PhoneNumber;
broker["telephone2"] = details.MobileNumber;
broker["emailaddress1"] = details.Email;
broker["websiteurl"] = details.HomePage;
broker["new_alreadytransferredtoaccounting"] = true;
svc.Update(broker);
broker["new_transferredtoaccountingon"] = DateTime.Now;
svc.Update(broker);
}
public static void CreateBroker(this IOrganizationService svc, BrokerDetails details, Entity address)
{
Entity broker = new Entity("account");
broker["name"] = details.Name;
broker["telephone1"] = details.PhoneNumber;
broker["telephone2"] = details.MobileNumber;
broker["emailaddress1"] = details.Email;
broker["websiteurl"] = details.HomePage;
broker["new_transferredtoaccountingon"] = DateTime.Now;
broker["new_navcompanycode"] = details.NavCode;
broker["new_alreadytransferredtoaccounting"] = true;
Entity currency = null;
if (details.CurrencyCode != null)
{
currency = svc.RetrieveCurrency(details.CurrencyCode);
}
if (currency != null)
{
broker["transactioncurrencyid"] = currency.ToEntityReference();
}
if (address != null)
{
broker["new_address"] = address.ToEntityReference();
broker["new_countryid"] = address.GetAttributeValue <EntityReference>("new_country");
broker["new_postalcode"] = address.GetAttributeValue <EntityReference>("new_postalcode");
}
//if(details.PostCode != null && details.PostCode != "")
//{
// var postCode = svc.RetrieveCRMEntityByName(details.PostCode, "new_postalcode"); //RetrieveCustomEntityByName(details.PostCode, "new_postalcode");
// var manualAddress = svc.CreateManualAddress(details);
//}
svc.Create(broker);
}