Class EntityManagementFunctions
Move, merge and copy contact, person and project; as well as replay such events on behalf of travel
Inherited Members
Namespace: SuperOffice.CRM.Entities
Assembly: SoDataBase.dll
Syntax
public static class EntityManagementFunctionsRemarks
The public Copy and Merge methods are the outside entrypoints, as well as the generic PerformOperationFromLog.
Operations are not logged to traveltransactionlog, but instead to mergemovelog, from where they can be replayed. Note that move/merge are not supported on child databases, only on central (once you got out of sync with crossing operations, there would be no way back).Methods
CopyContactAsync(int, string, string, bool, CancellationToken)
Copy a contact. Activities and related data will be ignored
Declaration
public static Task<int> CopyContactAsync(int sourceContactId, string destinationContactName, string destinationContactDepartment, bool copyPersons, CancellationToken cancellationToken = default)Parameters
| Type | Name | Description |
|---|---|---|
| int | sourceContactId | |
| string | destinationContactName | The name of the destination contact |
| string | destinationContactDepartment | |
| bool | copyPersons | If true, persons will be copied from source contact |
| CancellationToken | cancellationToken |
Returns
| Type | Description |
|---|---|
| Task<int> | Id of copied contact |
Remarks
The public Copy and Merge methods are the outside entrypoints, as well as the generic PerformOperationFromLog.
Operations are not logged to traveltransactionlog, but instead to mergemovelog, from where they can be replayed. Note that move/merge are not supported on child databases, only on central (once you got out of sync with crossing operations, there would be no way back).DisconnectPersonNoSaveAsync(Person, DateTime, bool, CancellationToken)
Disconnect a person from its contact
Declaration
public static Task DisconnectPersonNoSaveAsync(Person person, DateTime moveAfterDate, bool logOperation = true, CancellationToken cancellationToken = default)Parameters
| Type | Name | Description |
|---|---|---|
| Person | person | A person entity with update rights, without ERP links |
| DateTime | moveAfterDate | Only move activites after this date |
| bool | logOperation | |
| CancellationToken | cancellationToken |
Returns
| Type | Description |
|---|---|
| Task |
Remarks
The public Copy and Merge methods are the outside entrypoints, as well as the generic PerformOperationFromLog.
Operations are not logged to traveltransactionlog, but instead to mergemovelog, from where they can be replayed. Note that move/merge are not supported on child databases, only on central (once you got out of sync with crossing operations, there would be no way back).MergeContactsAsync(int, int, bool, bool, bool, CancellationToken)
Merge two contacts. The destination contact will remain.
Declaration
public static Task MergeContactsAsync(int sourceContactId, int destinationContactId, bool mergeIdenticalPersons, bool replaceEmptyFieldsOnDestination, bool logOperation, CancellationToken cancellationToken = default)Parameters
| Type | Name | Description |
|---|---|---|
| int | sourceContactId | Source contact to merge from |
| int | destinationContactId | Destination contact to merge into |
| bool | mergeIdenticalPersons | Persons with identical names will be merged |
| bool | replaceEmptyFieldsOnDestination | |
| bool | logOperation | |
| CancellationToken | cancellationToken |
Returns
| Type | Description |
|---|---|
| Task |
Remarks
The public Copy and Merge methods are the outside entrypoints, as well as the generic PerformOperationFromLog.
Operations are not logged to traveltransactionlog, but instead to mergemovelog, from where they can be replayed. Note that move/merge are not supported on child databases, only on central (once you got out of sync with crossing operations, there would be no way back).MergePersonsAsync(int, int, DateTime, bool, bool, bool, CancellationToken)
Merge two persons
Declaration
public static Task MergePersonsAsync(int sourcePersonId, int destinationPersonId, DateTime moveAfterDate, bool deleteSource, bool replaceEmptyFieldsOnDestination, bool logOperation, CancellationToken cancellationToken = default)Parameters
| Type | Name | Description |
|---|---|---|
| int | sourcePersonId | |
| int | destinationPersonId | |
| DateTime | moveAfterDate | Only move activities after this date |
| bool | deleteSource | If true the source will be deleted instead of retired and activities before moveAfterDate will have their personId set to 0 |
| bool | replaceEmptyFieldsOnDestination | |
| bool | logOperation | |
| CancellationToken | cancellationToken |
Returns
| Type | Description |
|---|---|
| Task |
Remarks
The public Copy and Merge methods are the outside entrypoints, as well as the generic PerformOperationFromLog.
Operations are not logged to traveltransactionlog, but instead to mergemovelog, from where they can be replayed. Note that move/merge are not supported on child databases, only on central (once you got out of sync with crossing operations, there would be no way back).MergeProjectsAsync(int, int, bool, bool, CancellationToken)
Merge two projects
Declaration
public static Task MergeProjectsAsync(int sourceProjectId, int destinationProjectId, bool replaceEmptyFieldsOnDestination, bool logOperation, CancellationToken cancellationToken = default)Parameters
| Type | Name | Description |
|---|---|---|
| int | sourceProjectId | |
| int | destinationProjectId | |
| bool | replaceEmptyFieldsOnDestination | Fill in empty fields on destination from source |
| bool | logOperation | |
| CancellationToken | cancellationToken |
Returns
| Type | Description |
|---|---|
| Task |
Remarks
The public Copy and Merge methods are the outside entrypoints, as well as the generic PerformOperationFromLog.
Operations are not logged to traveltransactionlog, but instead to mergemovelog, from where they can be replayed. Note that move/merge are not supported on child databases, only on central (once you got out of sync with crossing operations, there would be no way back).MovePersonAsync(int, int, DateTime, bool, CancellationToken)
Move a person to a specified contact
Declaration
public static Task MovePersonAsync(int personId, int destinationContactId, DateTime moveAfterDate, bool logOperation, CancellationToken cancellationToken = default)Parameters
| Type | Name | Description |
|---|---|---|
| int | personId | |
| int | destinationContactId | |
| DateTime | moveAfterDate | Only move activites after this date |
| bool | logOperation | |
| CancellationToken | cancellationToken |
Returns
| Type | Description |
|---|---|
| Task |
Remarks
The public Copy and Merge methods are the outside entrypoints, as well as the generic PerformOperationFromLog.
Operations are not logged to traveltransactionlog, but instead to mergemovelog, from where they can be replayed. Note that move/merge are not supported on child databases, only on central (once you got out of sync with crossing operations, there would be no way back).PerformOperationFromLogAsync(int, CancellationToken)
Perform a move/merge operation from a MergeMoveLog entry Used for merging from a travel database
Declaration
public static Task PerformOperationFromLogAsync(int logId, CancellationToken cancellationToken)Parameters
| Type | Name | Description |
|---|---|---|
| int | logId | The id of the log entry containing the move/merge operation |
| CancellationToken | cancellationToken |
Returns
| Type | Description |
|---|---|
| Task |
Remarks
The public Copy and Merge methods are the outside entrypoints, as well as the generic PerformOperationFromLog.
Operations are not logged to traveltransactionlog, but instead to mergemovelog, from where they can be replayed. Note that move/merge are not supported on child databases, only on central (once you got out of sync with crossing operations, there would be no way back).UpdateConsentPersonForMergeAsync(int, int, bool, Action<string>, CancellationToken)
Move, merge and copy contact, person and project; as well as replay such events on behalf of travel
Declaration
public static Task UpdateConsentPersonForMergeAsync(int sourcePersonId, int destinationPersonId, bool deleteSource, Action<string> markAsManuallyHandled, CancellationToken cancellationToken = default)Parameters
| Type | Name | Description |
|---|---|---|
| int | sourcePersonId | |
| int | destinationPersonId | |
| bool | deleteSource | |
| Action<string> | markAsManuallyHandled | |
| CancellationToken | cancellationToken |
Returns
| Type | Description |
|---|---|
| Task |
Remarks
The public Copy and Merge methods are the outside entrypoints, as well as the generic PerformOperationFromLog.
Operations are not logged to traveltransactionlog, but instead to mergemovelog, from where they can be replayed. Note that move/merge are not supported on child databases, only on central (once you got out of sync with crossing operations, there would be no way back).