public Product ResolveProduct()
{
var productAttr = _attrs
.ForEntity("new_product")
.FirstOrDefault();
// product in Bordereau mapping has priority over the one in Bordereau process
if (productAttr != null)
{
if (!productAttr.HasValue)
{
throw BordereauException.DataError("Product information is missing.");
}
var searchProductByField = productAttr.AttributeName;
var searchProductByValue = productAttr.Value;
var product = _svc.RetrieveMultipleByAttribute("new_product", searchProductByField, searchProductByValue).FirstOrDefault();
if (product == null)
{
throw BordereauException.DataError("Product not found for value '{0}'.".FormatWith(productAttr.Value));
//allErrors.AddError(new BordereauError(productAttr.TemplateColumn,
// BordereauErrorType.BusinessError,
// productAttr.Value,
// );
}
return(new Product(_svc, _trace, product));
}
else if (_defaults.Product != null)
{
return(new Product(_svc, _trace, _svc.Retrieve(_defaults.Product)));
}
else
{
throw BordereauException.TemplateError("Product information is missing.");
//allErrors.AddError(new BordereauError(BordereauErrorType.BusinessError, "Product information is missing."));
}
}
public static CompositeAddress ProcessAddress(this IOrganizationService svc, IEnumerable <MappedAttribute> addressAttrs, EntityReference defaultCountry = null)
{
var postalCodeAttr = addressAttrs
.ForAttribute("new_postalcode")
.FirstOrDefault();
// no postal code means no address information
if (postalCodeAttr == null || !postalCodeAttr.HasValue)
{
return(null);
}
#region resolve country
EntityReference countryRef = null;
var countryAttr = addressAttrs
.ForAttribute("new_country")
.FirstOrDefault();
if (defaultCountry != null)
{
countryRef = defaultCountry;
}
else if (countryAttr != null)
{
// TODO search by country code?
var countryEntity = countryAttr.AsEntity();
if (countryEntity != null)
{
countryRef = countryEntity.ToEntityReference();
}
}
else
{
// if selecting country fails, it's not possible to create a valid address
throw BordereauException.TemplateError("Country information is missing or in incorrect format.");
}
#endregion
#region resolve postal code
Entity postalCodeEntity = svc.SearchPostalCode(postalCodeAttr.AsString(), countryRef.Id);
if (postalCodeEntity == null)
{
postalCodeEntity = new Entity("new_postalcode");
postalCodeEntity["new_name"] = postalCodeAttr.AsString();
postalCodeEntity["new_country"] = countryRef;
postalCodeEntity.Id = svc.Create(postalCodeEntity);
}
var postalCodeRef = postalCodeEntity.ToEntityReference();
#endregion
Entity address = null;
// check if there are any more attributes than just postal code and country
if (addressAttrs.ExcludeAttributes("new_country", "new_postalcode").Any())
{
var street1Attr = addressAttrs
.ForAttribute("new_street1")
.FirstOrDefault();
var numberAttr = addressAttrs
.ForAttribute("new_addressnumbertext")
.FirstOrDefault();
var buildingAttr = addressAttrs
.ForAttribute("new_addressname")
.FirstOrDefault();
// try to find an existing address based on street, house no. and building information
address = svc.MatchAddress(postalCodeRef.Id, (string)street1Attr, (string)numberAttr, (string)buildingAttr);
// if address is not found, create a new record with data from Bx row
if (address == null)
{
address = new Entity("new_address");
address.UpdateWithAttributes(addressAttrs.ExcludeAttributes("new_country", "new_postalcode"));
address["new_addressorigin"] = AddressOrigin.Bordereaux.ToOptionSet();
address["new_country"] = countryRef;
address["new_postalcode"] = postalCodeRef;
}
}
return(new CompositeAddress()
{
Country = countryRef,
PostalCode = postalCodeRef,
Address = address
});
}
public Entity CreatePolicyVersion(EntityReference policyHolder, EntityReference product)
{
var transactionAttr = _attrs
.ForEntity("new_policy")
.ForAttribute("new_transactiontype")
.FirstOrDefault();
if (transactionAttr == null)
{
throw BordereauException.TemplateError("Transaction type of Policy is not mapped in Bordereau template.");
}
var transactionDateAttr = _attrs
.ForEntity("new_policy")
.ForAttribute("new_commencementofcover")
.FirstOrDefault();
if (transactionDateAttr == null)
{
throw BordereauException.TemplateError("Transaction date is not mapped in Bordereau template.");
}
var transactionType = transactionAttr.AsOptionSet().ToEnum <PolicyVersionTransactionType>();
var transactionDate = transactionDateAttr.AsDateTime();
_trace.Trace("Searching for policy folder by policy number: '{0}'", this.PolicyNumber);
var policyFolder = _svc.RetrieveMultipleByName("new_policyfolder", this.PolicyNumber)
.FirstOrDefault();
if (policyFolder == null)
{
_trace.Trace("Policy with number '{0}' does not exist.", this.PolicyNumber);
}
_trace.Trace("Creating risk identifier for current row data.");
//var currentRiskIdentifier = CreateRiskIdentifier(riskClass);
//_trace.Trace("Risk identifier: {0}", currentRiskIdentifier);
// re-upload o same file/rows
// - same policy number
// - same transaction type
// - same transaction effective date
// - same risk entity (e.g. vehicle)
// result: ignore row, it should not be processed
//_trace.Trace("Searching for existing policy version: re-upload of row.");
//var previouslyUploaded = FindExistingPolicyVersion(transactionType, transactionDate.Value, currentRiskIdentifier);
//if (previouslyUploaded != null)
//{
// _trace.Trace("Policy with the same number and risk identifier already exists. Skipping the row.");
// return null;
//}
// 2. adding additional risk object to existing policy version
// - same policy number
// - same transaction type
// - same transaction effective date
// - different risk entity (e.g. vehicle)
// result: pick only risk entity (and insured risk) attributes from row, create additional insured risk(s) for PV
_trace.Trace("Searching for existing policy version: additional risk row.");
var previouslyUploaded = FindExistingPolicyVersion(transactionType, transactionDate.Value);
if (previouslyUploaded != null)
{
_trace.Trace("Policy with this number already exists."); //additional risk will be added based on this row.
return(null);
}
Entity policyVersion = null;
if (transactionType == PolicyVersionTransactionType.Cancellation)
{
if (policyFolder != null)
{
_trace.Trace("Cancellation: Updating policy folder with cancellation information.");
// update policy folder, simulate cancellation request,
// creation of policy version will do the rest
var policyFolderToUpdate = new Entity(policyFolder.LogicalName)
{
Id = policyFolder.Id
};
policyFolderToUpdate["new_cancellationresponsible"] = PolicyCancellationResponsible.Broker.ToOptionSet();
_svc.Update(policyFolderToUpdate);
}
}
if (previouslyUploaded == null)
{
_trace.Trace("Policy version was not previously uploaded. Creating new policy version.");
// new policy version
policyVersion = new Entity("new_policy");
policyVersion["new_name"] = this.PolicyNumber;
policyVersion["new_inputchannel"] = PolicyInputChannel.Import.ToOptionSet();
policyVersion["new_broker"] = _defaults.Broker;
// link policy version with current bordereau process
policyVersion["new_bordereauxprocessid"] = _defaults.BordereauProcess;
policyVersion["new_monthlybordereau"] = _defaults.MonthlyBordereau;
policyVersion.UpdateWithAttributes(_attrs.ForEntity("new_policy"));
_trace.Trace("- Setting policy holder.");
// set policy holder of policy, based on entity name
if (this.PolicyHolderEntityName == "account")
{
policyVersion["new_insuredid"] = policyHolder;
}
else if (this.PolicyHolderEntityName == "contact")
{
policyVersion["new_insured_contact"] = policyHolder;
}
_trace.Trace("- Setting product.");
// set product
policyVersion["new_productid"] = product;
// set policy folder, if already exists
if (policyFolder != null)
{
policyVersion["new_policy"] = policyFolder.ToEntityReference();
}
_trace.Trace("- Creating policy record.");
policyVersion.Id = _svc.Create(policyVersion);
// retrieve policy version to get all updates done by plugin(s)
_trace.Trace("- Retrieving policy with latest data.");
policyVersion = _svc.Retrieve(policyVersion.ToEntityReference());
}
else
{
// policy version exists, but we should add insured risk/risk object
policyVersion = previouslyUploaded;
}
// at this point, policy version, insured risks and covers exist in CRM
// and can be processed further
return(policyVersion);
#region TODO fix this!!!
//if (transactionType == PolicyVersionTransactionType.NewPolicy)
//{
// if (policyFolder != null)
// {
// }
// else
// {
// //var policyFolderWrapped = new Policy(context.OrganizationService, context.TracingService, policyFolder);
// //if (policyFolderWrapped.Versions.Any(version => version.TransactionType == PolicyVersionTransactionType.NewPolicy))
// //{
// // // TODO log error for duplicate NewPolicy transaction?
// // //allErrors.AddError(new BordereauError(policyFolderNumberAttr.TemplateColumn, BordereauErrorType.BusinessError, "'New Policy' transaction already exists."));
// // continue;
// //}
// }
//}
//else if (policyFolder == null)
//{
// //allErrors.AddError(new BordereauError(policyFolderNumberAttr.TemplateColumn, BordereauErrorType.BusinessError, policyFolderNumberAttr.Value, "Policy with number='{0}' does not exist.".FormatWith(policyFolderNumberAttr.Value)));
// //continue;
//}
#endregion
}