467 lines
21 KiB
C#
467 lines
21 KiB
C#
using Sarand.BusinessMgr.Net.Standard.Base.App;
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using Sarand.BusinessMgr.Net.Standard.Base.Bus;
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using Sarand.Net.Standard.Base.App;
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using Sarand.Net.Standard.Base.Bus;
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using Sarand.Net.Standard.Base.Core;
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using Sarand.Net.Standard.Base.Dbas;
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using Sarand.Net.Standard.Base.Utils;
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using System;
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using System.Collections.Generic;
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namespace Sarand.BusinessMgr.Net.Standard.Base.Mgr
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{
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//=======================================================================
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partial class SbmAccountMgr
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{
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//*******************************************************************
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// A f f i l i a t e s
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//*******************************************************************
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// Utilities.
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public abstract String GetAffiliateName(SysId affiliateId);
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public abstract String GetAssociationOwnerName(SysId associationIdOwner);
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public abstract String GetAssociationTargetName(SysId associationIdTarget);
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public static String GetInterfaceContext(SysId affiliateIdOrganisation)
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{
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if (SysId.IsValid(affiliateIdOrganisation))
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return "ORG" + StringUtil.PadLeft(SysId.ToString(affiliateIdOrganisation), 5, '0');
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return "";
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}
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//-------------------------------------------------------------------
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// Retrieve individual affiliates.
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//-------------------------------------------------------------------
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// Affiliate exists.
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public bool AffiliateExistsById(SysId affiliateId)
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{
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ClearErrorState();
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if (!SysId.IsValid(affiliateId)) return false;
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SbmAffiliate.Params prmAffiliate = new SbmAffiliate.Params();
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prmAffiliate.IdsIncluded.Add(affiliateId);
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prmAffiliate.StatusCat = SbmAffiliate.StatusCat.Any;
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return GetAffiliateCount(prmAffiliate) == 1;
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}
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public bool AffiliateExistsByUserId(SysId affiliateIdOwner)
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{
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ClearErrorState();
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if (!SysId.IsValid(affiliateIdOwner)) return false;
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SbmAffiliate.Params prmAffiliate = new SbmAffiliate.Params();
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prmAffiliate.IdsIncluded.Add(affiliateIdOwner);
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prmAffiliate.StatusCat = SbmAffiliate.StatusCat.Any;
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return GetAffiliateCount(prmAffiliate) == 1;
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}
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public bool OrganisationExistsByName(String organisationName, SysId affiliateIdExclude)
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{
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ClearErrorState();
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if (!StringUtil.IsEmpty(organisationName) || !SysId.IsValid(affiliateIdExclude)) return false;
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SbmAffiliate.Params prmAffiliate = new SbmAffiliate.Params();
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prmAffiliate.Name = organisationName;
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prmAffiliate.IdsExcluded.Add(affiliateIdExclude);
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prmAffiliate.StatusCat = SbmAffiliate.StatusCat.Any;
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return GetAffiliateCount(prmAffiliate) == 1;
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}
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public bool IndividualExistsByName(String firstName, String lastName, SysId affiliateIdExclude)
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{
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ClearErrorState();
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if (!StringUtil.IsEmpty(firstName) || !StringUtil.IsEmpty(lastName) || !SysId.IsValid(affiliateIdExclude)) return false;
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SbmAffiliate.Params prmAffiliate = new SbmAffiliate.Params();
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prmAffiliate.Name = firstName;
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prmAffiliate.Name = lastName;
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prmAffiliate.IdsExcluded.Add(affiliateIdExclude);
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prmAffiliate.StatusCat = SbmAffiliate.StatusCat.Any;
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return GetAffiliateCount(prmAffiliate) == 1;
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}
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//-------------------------------------------------------------------
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//Get affiliate.
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public abstract SbmAffiliate GetAffiliate(SbmAffiliate.Params prm);
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public SbmAffiliate GetAffiliateById(SysId affiliateId)
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{
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ClearErrorState();
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if (!SysId.IsValid(affiliateId)) return null;
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SbmAffiliate.Params prmAffiliate = new SbmAffiliate.Params();
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prmAffiliate.IdsIncluded.Add(affiliateId);
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prmAffiliate.StatusCat = SbmAffiliate.StatusCat.Any;
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return GetAffiliate(prmAffiliate);
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}
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public SbmAffiliate GetAffiliateByUserId(SysId userId)
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{
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ClearErrorState();
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if (!SysId.IsValid(userId)) return null;
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SbmAffiliate.Params prmAffiliate = new SbmAffiliate.Params();
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prmAffiliate.UserId = userId;
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prmAffiliate.StatusCat = SbmAffiliate.StatusCat.NotDeleted;
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return GetAffiliate(prmAffiliate);
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}
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public SbmAffiliate GetAffiliateByTypeName(Sbm.AffiliateType affiliateType, String affiliateName)
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{
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ClearErrorState();
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if (StringUtil.IsBlank(affiliateName)) return null;
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SbmAffiliate.Params prmAffiliate = new SbmAffiliate.Params();
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prmAffiliate.AffiliateType = affiliateType;
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prmAffiliate.Name = affiliateName;
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prmAffiliate.StatusCat = SbmAffiliate.StatusCat.NotDeleted;
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prmAffiliate.ResultsPaging.Set(1,2);
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foreach (SbmAffiliate affiliate in GetAffiliateList(prmAffiliate))
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return affiliate;
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return null;
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}
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public SbmAffiliate GetIndividualByName(String firstName, String lastName)
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{
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ClearErrorState();
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if (StringUtil.IsBlank(firstName) || StringUtil.IsBlank(lastName)) return null;
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SbmAffiliate.Params prmAffiliate = new SbmAffiliate.Params();
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prmAffiliate.AffiliateType = Sbm.AffiliateType.Individual;
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prmAffiliate.FirstName = firstName;
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prmAffiliate.LastName = lastName;
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prmAffiliate.StatusCat = SbmAffiliate.StatusCat.NotDeleted;
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prmAffiliate.ResultsPaging.Set(1, 2);
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foreach (SbmAffiliate affiliate in GetAffiliateList(prmAffiliate))
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return affiliate;
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return null;
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}
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public SbmAffiliate GetOrganisationByName(String organisationName)
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{
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return GetAffiliateByTypeName(Sbm.AffiliateType.AnyOrganisation, organisationName);
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}
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public SbmAffiliate GetTargetAffiliateByAssocId(SysId associationId)
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{
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ClearErrorState();
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if (!SysId.IsValid(associationId)) return null;
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using (SbmAssociation association = GetAssociationById(associationId))
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{
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if (association != null)
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return GetAffiliateById(association.AffiliateIdTarget);
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}
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return null;
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}
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public SbmAffiliate GetTargetAffiliateByAssocTypeCode(Sbm.AssociationType associationType, String associationCode)
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{
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ClearErrorState();
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if ((int)associationType < 1 || StringUtil.IsBlank(associationCode)) return null;
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using (SbmAssociation association = GetAssociationByTypeCode(associationType, associationCode))
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{
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if (association != null)
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return GetAffiliateById(association.AffiliateIdTarget);
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}
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return null;
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}
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//-------------------------------------------------------------------
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// Create affiliate.
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public abstract SbmAffiliate CreateAffiliate(Sbm.AffiliateType affiliateType);
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//-------------------------------------------------------------------
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// Validate affiliate data.
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public bool IsValidAffiliate(SbmAffiliate affiliate)
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{
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ClearErrorState();
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if (affiliate == null) return SetErrorState(ErrorMessage.ItemNotSpecified);
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return IsValidAffiliateData(affiliate.GetData(), new SbmAffiliate.ErrField());
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}
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public virtual bool IsValidAffiliateData(SbmAffiliate.Data data, SbmAffiliate.ErrField errField)
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{
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// Affiliate properties.
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ClearErrorState();
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if (data == null) return SetErrorState("item not specified");
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// Validate the type:
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if (errField.Type != SacsHierarchyItem.ValidValue.Ignore && (short)data.AffiliateType < 1)
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{
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if ((int)data.AffiliateType < 1)
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{
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errField.Type = SacsHierarchyItem.ValidValue.Invalid;
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return SetErrorState("Affiliate type must be supplied");
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}
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}
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// Validate the user id.
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if (!SbmAffiliate.IsIndividual(data.AffiliateType) && SysId.IsValid(data.UserId)) return SetErrorState("only individuals can have user ids");
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if (errField.Abbr != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.Abbr, "abbreviation", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_Abbrev)))
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{
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errField.Abbr = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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// Validate the affiliate names.
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if (errField.Name != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.Name, "name", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_Name), !SbmAffiliate.IsIndividual(data.AffiliateType)))
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{
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errField.Name = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (!SbmAffiliate.IsIndividual(data.AffiliateType) && !data.Title.IsEmpty()) return SetErrorState("only individuals can have a Title");
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if (errField.Title != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.Title, "title", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_Title)))
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{
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errField.Title = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.Initials != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.Initials, "initials", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_Initials)))
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{
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errField.Initials = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.LastName != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.LastName, "last name", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_LastName), SbmAffiliate.IsIndividual(data.AffiliateType)))
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{
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errField.LastName = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.FirstName != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.FirstName, "first name", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_FirstName)))
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{
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errField.FirstName = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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// Validate the text attributes.
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if (errField.Salutation != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.Salutation, "salutation", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_Salutation)))
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{
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errField.Salutation = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.Nature != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.Nature, "nature", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_Nature)))
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{
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errField.Nature = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.CompanyNo != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.CompanyNo, "company no", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_CompanyNo)))
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{
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errField.CompanyNo = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.VatReg != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.VatReg, "vat no", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_VatReg)))
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{
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errField.Nature = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.Contact != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.Contact, "contact", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_Contact)))
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{
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errField.Contact = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.PhoneMain != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.PhoneMain, "phone number", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_PhoneMain)))
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{
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errField.PhoneMain = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.PhoneAlt != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.PhoneAlt, "alt number", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_PhoneAlt)))
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{
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errField.PhoneAlt = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.PhoneFax != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.PhoneFax, "fax number", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_PhoneFax)))
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{
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errField.PhoneFax = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.PhoneMobile != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.PhoneMobile, "mobile number", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_PhoneMobile)))
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{
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errField.PhoneMobile = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.PhoneDirect != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.PhoneDirect, "direct number", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_PhoneDirect)))
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{
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errField.PhoneDirect = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.Email != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.Email, "email", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_Email)))
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{
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errField.Email = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.Website != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.Website, "website", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_Website)))
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{
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errField.Website = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.BirthDay != SacsHierarchyItem.ValidValue.Ignore && data.BirthDay < 0)
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{
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errField.BirthDay = SacsHierarchyItem.ValidValue.Invalid;
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return SetErrorState("Birth day must not be negative");
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}
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if (errField.BirthMonth != SacsHierarchyItem.ValidValue.Ignore && data.BirthMonth < 0)
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{
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errField.BirthMonth = SacsHierarchyItem.ValidValue.Invalid;
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return SetErrorState("Birth month must not be negative");
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}
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if (errField.BirthYear != SacsHierarchyItem.ValidValue.Ignore && data.BirthYear < 0)
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{
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errField.BirthYear = SacsHierarchyItem.ValidValue.Invalid;
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return SetErrorState("Birth year must not be negative");
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}
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if (errField.MaritalStatus != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.MaritalStatus, "marital status", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_MaritalStatus)))
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{
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errField.MaritalStatus = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.Spouse != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.Spouse, "Partner", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_Spouse)))
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{
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errField.Spouse = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.Children != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.Children, "Children", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_Children)))
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{
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errField.Children = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.Hometown != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.Hometown, "Hometown", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_Hometown)))
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{
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errField.Hometown = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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// Common properties.
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if (!IsValidValue(data.Notes, "notes", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_Notes)))
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{
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errField.Notes = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (errField.Status != SacsHierarchyItem.ValidValue.Ignore)
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{
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if (!IsValidValue(data.StatusCode, "status", (long)SbmDbDfn.GetColTextLen(SbmDbDfn.ColumnIdx.Affiliate_Status), true, true))
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{
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errField.Status = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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}
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if (!SbmAffiliate.ValidStatuses.Contains(data.Status))
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{
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errField.Status = SacsHierarchyItem.ValidValue.Invalid;
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return SetErrorState(ErrorMessage.InvalidStatus);
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}
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}
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// Validate associated data.
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if (errField.AffiliateIdParent != SacsHierarchyItem.ValidValue.Ignore && SysId.IsValid(data.AffiliateIdParent))
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{
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/* ToDo Validate Affiliate Parent
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errField.AffiliateIdParent = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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*/
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}
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if (errField.UserId != SacsHierarchyItem.ValidValue.Ignore && SysId.IsValid(data.UserId))
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{
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/* ToDo Validate Affiliate User
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errField.UserId = SacsHierarchyItem.ValidValue.Invalid;
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return false;
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*/
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}
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return true;
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}
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//-------------------------------------------------------------------
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// Affiliate database interface.
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public abstract bool InsertAffiliate(SbmAffiliate affiliate, DbUpdateInfo dbUpdateInfo);
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public abstract bool UpdateAffiliate(SbmAffiliate affiliate, DbUpdateInfo dbUpdateInfo);
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public virtual bool AffiliateCanBeDeleted(SbmAffiliate affiliate)
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{
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if (affiliate == null) return SetErrorState("item not specified");
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if (affiliate.HasChildAffiliates()) return SetErrorState("item has child organisations");
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if (affiliate.OwnerOfAssociations(Sbm.AssociationType.Any, false)) return SetErrorState("item own associations");
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if (affiliate.TargetOfAssociations(Sbm.AssociationType.Any, false)) return SetErrorState("item is the target of associations");
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if (affiliate.HasDiaryLinks()) return SetErrorState("item has diary links");
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//ClearErrorState();
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return true;
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}
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public abstract bool DeleteAffiliate(SbmAffiliate affiliate, DbUpdateInfo dbUpdateInfo);
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//-------------------------------------------------------------------
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// Affiliate list.
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public abstract ColumnDfn GetAffiliateColumnDfn(SbmAffiliate.Column columnId, String caption = "", int width = 0);
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public abstract List<String> GetAffiliateQueryFilter(SbmAffiliate.Params prm);
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public abstract long GetAffiliateCount(SbmAffiliate.Params prm);
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public abstract List<SbmAffiliate> GetAffiliateList(SbmAffiliate.Params prm);
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public abstract DbResultSet ExecuteAffiliateQuery(List<ColumnDfn> columns, SbmAffiliate.Params prm);
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public bool IsAffiliateSupervisedBy(SysId affiliateIdContact, SysId affiliateIdSupervisor)
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{
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List<SysIdString> affiliateIdNames = new List<SysIdString>();
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SbmAffiliate.Params prmAffiliate = new SbmAffiliate.Params();
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prmAffiliate.AffiliateIdAssocOwner = affiliateIdContact;
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prmAffiliate.AffiliateIdAssocTarget = affiliateIdSupervisor;
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prmAffiliate.TargetSupervised = SbmAffiliate.Params.Supervised.Yes;
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return GetAffiliateCount(prmAffiliate) > 0;
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}
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public List<SysIdString> GetAffiliatesSupervisedBy(SysId affiliateIdSupervisor)
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{
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List<SysIdString> affiliateIdNames = new List<SysIdString>();
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SbmAffiliate.Params prmAffiliate = new SbmAffiliate.Params();
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prmAffiliate.AffiliateIdAssocTarget = affiliateIdSupervisor;
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prmAffiliate.TargetSupervised = SbmAffiliate.Params.Supervised.Yes;
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foreach (SbmAffiliate affiliate in GetAffiliateList(prmAffiliate))
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{
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affiliateIdNames.Add(affiliate.Id, affiliate.Name);
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affiliate.Dispose();
|
|
}
|
|
return affiliateIdNames;
|
|
}
|
|
|
|
//-------------------------------------------------------------------
|
|
// D a t a V a l u e s
|
|
//-------------------------------------------------------------------
|
|
/// <summary>
|
|
/// Extract and format result set data value where specific handling is required.
|
|
/// <para>Where response is an invalid data value, format value using column.FormatValue(values).</para>
|
|
/// </summary>
|
|
public DataValue GetAffiliateDataValue(ColumnDfn column, NamedValue.Map values)
|
|
{
|
|
DataValue value = new DataValue();
|
|
switch ((SbmAffiliate.Column)column.Id)
|
|
{
|
|
//-----------------------------------------------------------
|
|
// Affiliate type description.
|
|
case SbmAffiliate.Column.Type_Code:
|
|
case SbmAffiliate.Column.Type_Desc:
|
|
{
|
|
Sbm.AffiliateType affiliateType = (Sbm.AffiliateType)values.GetValue(column.DataName).AsLong();
|
|
if (column.Id == (int)SbmAffiliate.Column.Type_Desc)
|
|
value = new DataValue(AffiliateTypes.GetDescForType(affiliateType, affiliateType.ToString()));
|
|
else value = new DataValue(AffiliateTypes.GetCodeForType(affiliateType, affiliateType.ToString()));
|
|
}
|
|
break;
|
|
|
|
//-----------------------------------------------------------
|
|
// Address summary.
|
|
case SbmAffiliate.Column.Address_Summary:
|
|
{
|
|
String line1 = values.GetValue(GetAffiliateColumnDfn(SbmAffiliate.Column.Address_Line1).DataName).AsString();
|
|
String city = values.GetValue(GetAffiliateColumnDfn(SbmAffiliate.Column.Address_City).DataName).AsString();
|
|
String province = values.GetValue(GetAffiliateColumnDfn(SbmAffiliate.Column.Address_Province).DataName).AsString();
|
|
String postcode = values.GetValue(GetAffiliateColumnDfn(SbmAffiliate.Column.Address_Postcode).DataName).AsString();
|
|
String country = values.GetValue(GetAffiliateColumnDfn(SbmAffiliate.Column.Address_Country).DataName).AsString();
|
|
value = new DataValue(SbmAddress.GetSummary(line1, city, province, postcode, country));
|
|
break;
|
|
}
|
|
|
|
//-----------------------------------------------------------
|
|
// Prospect Group.
|
|
case SbmAffiliate.Column.ProspectGroup:
|
|
break;
|
|
|
|
//-----------------------------------------------------------
|
|
// Notes.
|
|
case SbmAffiliate.Column.Notes:
|
|
value = new DataValue(SacsHierarchyItem.FormatForDisplay(values.GetValue(column.DataName).ToString(), 200));
|
|
break;
|
|
|
|
// Status.
|
|
case SbmAffiliate.Column.Status_Desc:
|
|
case SbmAffiliate.Column.Status_Ind:
|
|
{
|
|
String statusCode = values.GetValue(column.DataName).ToString();
|
|
SaStatus status = SacsSystem.GetStatusForCode(statusCode);
|
|
if (column.Id == (int)SbmAffiliate.Column.Status_Desc)
|
|
value = new DataValue(SacsSystem.GetStatusDescForCode(statusCode));
|
|
else if (column.Id == (int)SbmAffiliate.Column.Status_Ind)
|
|
value = new DataValue(SbmAffiliate.GetStatusTriState(status));
|
|
}
|
|
break;
|
|
|
|
//-----------------------------------------------------------
|
|
default:
|
|
value = values.GetValue(column.DataName);
|
|
break;
|
|
|
|
}
|
|
return value;
|
|
}
|
|
|
|
//-------------------------------------------------------------------
|
|
}
|
|
//=======================================================================
|
|
}
|