private List <Guid> FindLeadSimilarAccounts(Guid leadId)
{
List <Guid> similarRecords = new List <Guid>();
SimilarSearchXmlMatch leadToAccountXmlMatching = GetLeadToAccountXmlMatching();
SimilarSearchXmlMatch leadToLeadXmlMatching = GetLeadXmlMatchingg();
EntitySchemaQuery esq = new EntitySchemaQuery(_userConnection.EntitySchemaManager, "Lead");
AddColumnsFromMatching(esq, leadToAccountXmlMatching);
AddColumnsFromMatching(esq, leadToLeadXmlMatching);
esq.AddColumn("QualifiedAccount");
Entity lead = esq.GetEntity(_userConnection, leadId);
if (lead != null)
{
XmlDocument accountSearchValues
= _deduplicationSearch.CreateXmlSimilarSearchValue(lead, leadToAccountXmlMatching);
XmlDocument leadSearchValues
= _deduplicationSearch.CreateXmlSimilarSearchValue(lead, leadToLeadXmlMatching);
List <Guid> accountIds = _deduplicationSearch.FindSimilarEntity("Account", leadId, accountSearchValues);
List <Guid> leadIds = _deduplicationSearch.FindSimilarEntity("Lead", leadId, leadSearchValues);
List <Guid> leadsAccountIds = GetLeadsQualifiedEntityIds(leadIds, "Account");
accountIds.AddRange(leadsAccountIds);
similarRecords = accountIds.Distinct().ToList();
Guid qualifiedAccount = lead.GetTypedColumnValue <Guid>("QualifiedAccountId");
similarRecords.Remove(qualifiedAccount);
}
return(similarRecords);
}
private void AddColumnsFromMatching(EntitySchemaQuery esq, SimilarSearchXmlMatch similarSearchXmlMatching)
{
var columnsMatching = similarSearchXmlMatching.EntityColumns;
foreach (KeyValuePair <string, SimilarSearchXmlMatch.Rule> rule in columnsMatching)
{
esq.AddColumn(rule.Key);
}
}
protected virtual SimilarSearchXmlMatch GetLeadXmlMatchingg()
{
var matching = new SimilarSearchXmlMatch();
matching.SourceSchemaName = "Lead";
matching.DestinationSchemaName = "Lead";
var entityColumns = new Dictionary <string, SimilarSearchXmlMatch.Rule>();
entityColumns["Contact"] = new SimilarSearchXmlMatch.Rule {
ColumnName = "Contact",
SchemaName = "Lead"
};
entityColumns["Account"] = new SimilarSearchXmlMatch.Rule {
ColumnName = "Account",
SchemaName = "Lead"
};
entityColumns["Email"] = new SimilarSearchXmlMatch.Rule {
ColumnName = "Email",
SchemaName = "Lead"
};
entityColumns["BusinesPhone"] = new SimilarSearchXmlMatch.Rule {
ColumnName = "BusinesPhone",
SchemaName = "Lead"
};
entityColumns["MobilePhone"] = new SimilarSearchXmlMatch.Rule {
ColumnName = "MobilePhone",
SchemaName = "Lead"
};
entityColumns["Website"] = new SimilarSearchXmlMatch.Rule {
ColumnName = "Website",
SchemaName = "Lead"
};
entityColumns["City"] = new SimilarSearchXmlMatch.Rule {
ColumnName = "CityId",
SchemaName = "Lead"
};
entityColumns["Country"] = new SimilarSearchXmlMatch.Rule {
ColumnName = "CountryId",
SchemaName = "Lead"
};
entityColumns["LeadType"] = new SimilarSearchXmlMatch.Rule {
ColumnName = "LeadTypeId",
SchemaName = "Lead"
};
matching.EntityColumns = entityColumns;
return(matching);
}
private List <Guid> FindLeadSimilarLeads(Guid leadId)
{
List <Guid> similarRecords = new List <Guid>();
SimilarSearchXmlMatch leadToLeadXmlMatching = GetLeadXmlMatchingg();
EntitySchemaQuery esq = new EntitySchemaQuery(_userConnection.EntitySchemaManager, "Lead");
AddColumnsFromMatching(esq, leadToLeadXmlMatching);
Entity lead = esq.GetEntity(_userConnection, leadId);
if (lead != null)
{
XmlDocument searchValues
= _deduplicationSearch.CreateXmlSimilarSearchValue(lead, leadToLeadXmlMatching);
similarRecords = _deduplicationSearch.FindSimilarEntity("Lead", leadId, searchValues);
}
return(similarRecords);
}
/// <summary>
/// Create XML used for search similar records.
/// </summary>
/// <param name="entity">Entity.</param>
/// <param name="xmlMatch">Columns matching for create search values.</param>
/// <returns>XML for search similar records.</returns>
public virtual XmlDocument CreateXmlSimilarSearchValue(Entity entity, SimilarSearchXmlMatch xmlMatch)
{
XmlDocument xmlConfig = new XmlDocument();
XmlElement columns = xmlConfig.CreateElement("columns");
xmlConfig.AppendChild(columns);
foreach (var configItem in xmlMatch.EntityColumns)
{
SimilarSearchXmlMatch.Rule rule = configItem.Value;
string leadColumnName = entity.Schema.Columns.GetByName(configItem.Key).ColumnValueName;
object columnValue = entity.GetColumnValue(leadColumnName);
XmlElement column = CreateSimilarSearchXmlItem(rule.SchemaName, xmlMatch.DestinationSchemaName,
rule.TypeId, rule.ColumnName, columnValue, xmlConfig);
columns.AppendChild(column);
}
return(xmlConfig);
}
protected virtual SimilarSearchXmlMatch GetLeadToAccountXmlMatching()
{
var matching = new SimilarSearchXmlMatch();
matching.SourceSchemaName = "Lead";
matching.DestinationSchemaName = "Account";
var entityColumns = new Dictionary <string, SimilarSearchXmlMatch.Rule>();
entityColumns["Account"] = new SimilarSearchXmlMatch.Rule {
ColumnName = "Name",
SchemaName = "Account"
};
entityColumns["Email"] = new SimilarSearchXmlMatch.Rule {
ColumnName = "Number",
SchemaName = "AccountCommunication",
TypeId = Guid.Parse(CommunicationTypeConsts.EmailId)
};
entityColumns["BusinesPhone"] = new SimilarSearchXmlMatch.Rule {
ColumnName = "SearchNumber",
SchemaName = "AccountCommunication",
TypeId = Guid.Parse(CommunicationTypeConsts.WorkPhoneId)
};
entityColumns["MobilePhone"] = new SimilarSearchXmlMatch.Rule {
ColumnName = "SearchNumber",
SchemaName = "AccountCommunication",
TypeId = Guid.Parse(CommunicationTypeConsts.MobilePhoneId)
};
entityColumns["Website"] = new SimilarSearchXmlMatch.Rule {
ColumnName = "Number",
SchemaName = "AccountCommunication",
TypeId = Guid.Parse(CommunicationTypeConsts.WebId)
};
entityColumns["City"] = new SimilarSearchXmlMatch.Rule {
ColumnName = "CityId",
SchemaName = "AccountAddress"
};
entityColumns["Country"] = new SimilarSearchXmlMatch.Rule {
ColumnName = "CountryId",
SchemaName = "AccountAddress"
};
matching.EntityColumns = entityColumns;
return(matching);
}
