Interface IProjectAgent

Interface for the Project Agent Collection of all services that works with Project data.

Namespace: SuperOffice.CRM.Services

Assembly: SuperOffice.Services.dll

Syntax

[Agent("Project Agent", "Interface for the Project Agent. Collection of all services that works with Project data.")]
public interface IProjectAgent : IAgent

Examples

using SuperOffice;
using SuperOffice.CRM.Services;

using (SoSession mySession = SoSession.Authenticate("user", "pass"))
{
   using (ProjectAgent agent = new ProjectAgent())
   {
      // call methods on agent here...
   }
}

Methods

AddProjectMembersAsync(int, ProjectMember[], CancellationToken)

Add multiple project members to a project

Declaration

Task AddProjectMembersAsync(int projectEntityId, ProjectMember[] projectMembers, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectEntityId	Project to add members to
ProjectMember[]	projectMembers	Project members to add
CancellationToken	cancellationToken

Returns

Type	Description
Task

CreateDefaultProjectEntityAsync(CancellationToken)

Loading default values into a new ProjectEntity. NetServer calculates default values (e.g. Country) on the entity, which is required when creating/storing a new instance

Declaration

Task<ProjectEntity> CreateDefaultProjectEntityAsync(CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
CancellationToken	cancellationToken

Returns

Type	Description
Task<ProjectEntity>	New ProjectEntity with default values

CreateDefaultProjectEventEntityAsync(CancellationToken)

Loading default values into a new ProjectEventEntity. NetServer calculates default values (e.g. Country) on the entity, which is required when creating/storing a new instance

Declaration

Task<ProjectEventEntity> CreateDefaultProjectEventEntityAsync(CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
CancellationToken	cancellationToken

Returns

Type	Description
Task<ProjectEventEntity>	New ProjectEventEntity with default values

CreateDefaultProjectMemberAsync(CancellationToken)

Loading default values into a new ProjectMember. NetServer calculates default values (e.g. Country) on the entity, which is required when creating/storing a new instance

Declaration

Task<ProjectMember> CreateDefaultProjectMemberAsync(CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
CancellationToken	cancellationToken

Returns

Type	Description
Task<ProjectMember>	New ProjectMember with default values

CreateNewEntryAsync(DuplicateEntry, CancellationToken)

Creates a new project based on external duplicate

Declaration

Task<int> CreateNewEntryAsync(DuplicateEntry duplicate, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
DuplicateEntry	duplicate	The duplicate to create a new entry based upon
CancellationToken	cancellationToken

Returns

Type	Description
Task<int>	The database identity of the newly created entry

DeleteProjectEntityAsync(int, CancellationToken)

Deletes the ProjectEntity

Declaration

Task DeleteProjectEntityAsync(int projectEntityId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectEntityId	The identity of the ProjectEntity
CancellationToken	cancellationToken

Returns

Type	Description
Task

DeleteProjectEventEntityAsync(int, CancellationToken)

Deletes the ProjectEventEntity

Declaration

Task DeleteProjectEventEntityAsync(int projectEventEntityId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectEventEntityId	The identity of the ProjectEventEntity
CancellationToken	cancellationToken

Returns

Type	Description
Task

DeleteProjectEventEntityFromProjectIdAsync(int, CancellationToken)

Delete a project event based on a project id. Does not delete the project, but does delete the published and ExternalEvent and AudienceVisibility records.

Declaration

Task DeleteProjectEventEntityFromProjectIdAsync(int projectId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectId	The project id of the external event to delete.
CancellationToken	cancellationToken

Returns

Type	Description
Task	Nothing

DeleteProjectMemberAsync(int, CancellationToken)

Deletes the ProjectMember

Declaration

Task DeleteProjectMemberAsync(int projectMemberId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectMemberId	The identity of the ProjectMember
CancellationToken	cancellationToken

Returns

Type	Description
Task

DeleteProjectMemberByIdsAsync(int[], CancellationToken)

Deletes projectmembers rows.

Declaration

Task DeleteProjectMemberByIdsAsync(int[] projectMemberIds, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int[]	projectMemberIds	An Array of projectmember ids.
CancellationToken	cancellationToken

Returns

Type	Description
Task

DeleteProjectMembersAsync(int, int[], CancellationToken)

Delete the given project members from a project

Declaration

Task DeleteProjectMembersAsync(int projectEntityId, int[] memberIds, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectEntityId	Project to remove members from
int[]	memberIds	Project member ids
CancellationToken	cancellationToken

Returns

Type	Description
Task

GetDuplicateRulesAsync(CancellationToken)

Retrieve all available duplicate rules for project

Declaration

Task<DuplicateRule[]> GetDuplicateRulesAsync(CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
CancellationToken	cancellationToken

Returns

Type	Description
Task<DuplicateRule[]>	All available duplicate rules

GetDuplicatesAsync(string, CancellationToken)

Get duplicates(exact or similar in the database) based on the name

Declaration

Task<DuplicateEntry[]> GetDuplicatesAsync(string name, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
string	name	Name used for lookup
CancellationToken	cancellationToken

Returns

Type	Description
Task<DuplicateEntry[]>	Any records matching the specified name

GetMyMemberProjectsAsync(CancellationToken)

Returning the projects where an user is project member.

Declaration

Task<Project[]> GetMyMemberProjectsAsync(CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
CancellationToken	cancellationToken

Returns

Type	Description
Task<Project[]>	The list of projects.

GetMyProjectEventsAsync(CancellationToken)

Gets all project events that belongs to the currently logged on user. The list of events are filtered by the Audience Visibility restrictions set when the project event is created.

Declaration

Task<ProjectEvent[]> GetMyProjectEventsAsync(CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
CancellationToken	cancellationToken

Returns

Type	Description
Task<ProjectEvent[]>	Array of project events

GetMyProjectsAsync(bool, CancellationToken)

Returning the projects belonging to an associate. If memberProjects is false only the projects where the associate is project responsible is returned, otherwise both the projects where the associate is project responsible and project member is returned.

Declaration

Task<Project[]> GetMyProjectsAsync(bool includeMemberProjects, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
bool	includeMemberProjects	True to include projects where the user is project member.
CancellationToken	cancellationToken

Returns

Type	Description
Task<Project[]>	The list of projects

GetMyPublishedProjectsAsync(CancellationToken)

Get published projects from the logged in user.

Declaration

Task<Project[]> GetMyPublishedProjectsAsync(CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
CancellationToken	cancellationToken

Returns

Type	Description
Task<Project[]>	Projects

GetNextMilestoneAsync(int, CancellationToken)

Next upcoming milestone appointment

Declaration

Task<Appointment> GetNextMilestoneAsync(int projectId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectId	Project id - primary key
CancellationToken	cancellationToken

Returns

Type	Description
Task<Appointment>	Upcoming milestone appointment

GetNextProjectStatusAsync(int, CancellationToken)

Interface for the Project Agent Collection of all services that works with Project data.

Declaration

Task<int> GetNextProjectStatusAsync(int projectId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectId
CancellationToken	cancellationToken

Returns

Type	Description
Task<int>

GetProjectAsync(int, CancellationToken)

Gets a Project object.

Declaration

Task<Project> GetProjectAsync(int projectId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectId	The identifier of the Project object
CancellationToken	cancellationToken

Returns

Type	Description
Task<Project>	Project

GetProjectEntityAsync(int, CancellationToken)

Gets a ProjectEntity object.

Declaration

Task<ProjectEntity> GetProjectEntityAsync(int projectEntityId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectEntityId	The identifier of the ProjectEntity object
CancellationToken	cancellationToken

Returns

Type	Description
Task<ProjectEntity>	ProjectEntity

GetProjectEventAsync(int, CancellationToken)

Gets a ProjectEvent object.

Declaration

Task<ProjectEvent> GetProjectEventAsync(int projectEventId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectEventId	The identifier of the ProjectEvent object
CancellationToken	cancellationToken

Returns

Type	Description
Task<ProjectEvent>	ProjectEvent

GetProjectEventEntityAsync(int, CancellationToken)

Gets a ProjectEventEntity object.

Declaration

Task<ProjectEventEntity> GetProjectEventEntityAsync(int projectEventEntityId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectEventEntityId	The identifier of the ProjectEventEntity object
CancellationToken	cancellationToken

Returns

Type	Description
Task<ProjectEventEntity>	ProjectEventEntity

GetProjectEventEntityFromProjectIdAsync(int, CancellationToken)

Get a ProjectEventEntity based on a projectId.

Declaration

Task<ProjectEventEntity> GetProjectEventEntityFromProjectIdAsync(int projectId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectId	The projectId to get a ProjectEventEntity for
CancellationToken	cancellationToken

Returns

Type	Description
Task<ProjectEventEntity>	ProjectEventEntity

GetProjectEventListAsync(int[], CancellationToken)

Gets an array of ProjectEvent objects.

Declaration

Task<ProjectEvent[]> GetProjectEventListAsync(int[] projectEventIds, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int[]	projectEventIds	The identifiers of the ProjectEvent object
CancellationToken	cancellationToken

Returns

Type	Description
Task<ProjectEvent[]>	Array of ProjectEvent objects

GetProjectEventOnPersonAsync(int, int, CancellationToken)

Gets a ProjectEvent object from a project and a person.

Declaration

Task<ProjectEvent> GetProjectEventOnPersonAsync(int projectId, int personId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectId	The project Id
int	personId	Id of the person the project events belong to.
CancellationToken	cancellationToken

Returns

Type	Description
Task<ProjectEvent>

GetProjectEventsOnPersonAsync(int, CancellationToken)

Gets all project events that belongs to the person specified. The list of events are filtered by the Audience Visibility restrictions set when the project event is created.

Declaration

Task<ProjectEvent[]> GetProjectEventsOnPersonAsync(int personId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	personId	Id of the person the project events belong to.
CancellationToken	cancellationToken

Returns

Type	Description
Task<ProjectEvent[]>	Array of project events

GetProjectImageAsync(int, CancellationToken)

Returns the project image that is displayed in the CRM application.

Declaration

Task<Image> GetProjectImageAsync(int projectId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectId	The project id of the project the image belongs to.
CancellationToken	cancellationToken

Returns

Type	Description
Task<Image>	The image as a System.Drawing.Image. (If the the image is returned over webservices, the stream is returned as a Base64 encoded string.)

GetProjectListAsync(int[], CancellationToken)

Gets an array of Project objects.

Declaration

Task<Project[]> GetProjectListAsync(int[] projectIds, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int[]	projectIds	The identifiers of the Project object
CancellationToken	cancellationToken

Returns

Type	Description
Task<Project[]>	Array of Project objects

GetProjectMemberAsync(int, CancellationToken)

Gets a ProjectMember object.

Declaration

Task<ProjectMember> GetProjectMemberAsync(int projectMemberId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectMemberId	The identifier of the ProjectMember object
CancellationToken	cancellationToken

Returns

Type	Description
Task<ProjectMember>	ProjectMember

GetProjectMembersAsync(int, CancellationToken)

Returns an array of project members

Declaration

Task<ProjectMember[]> GetProjectMembersAsync(int projectId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectId	The project id
CancellationToken	cancellationToken

Returns

Type	Description
Task<ProjectMember[]>	An array of project members

GetProjectMembersByIdAsync(int[], CancellationToken)

Returns an array of project members

Declaration

Task<ProjectMember[]> GetProjectMembersByIdAsync(int[] projectMemberIds, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int[]	projectMemberIds
CancellationToken	cancellationToken

Returns

Type	Description
Task<ProjectMember[]>	An array of project members

GetProjectsFromContactAsync(int, CancellationToken)

Returns all projects where the given contact has projectmembers.

Declaration

Task<Project[]> GetProjectsFromContactAsync(int contactId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	contactId	The contact id
CancellationToken	cancellationToken

Returns

Type	Description
Task<Project[]>	ProjectListEntity

GetProjectsFromPersonAsync(int, CancellationToken)

Return all projects where the person is project member.

Declaration

Task<Project[]> GetProjectsFromPersonAsync(int personId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	personId	The person id
CancellationToken	cancellationToken

Returns

Type	Description
Task<Project[]>	ProjectListEntity

GetPublishedProjectAsync(int, CancellationToken)

Get published project by project id.

Declaration

Task<Project> GetPublishedProjectAsync(int projectId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectId	The project id.
CancellationToken	cancellationToken

Returns

Type	Description
Task<Project>	Project

GetPublishedProjectsAsync(int[], CancellationToken)

Get published projects by project ids.

Declaration

Task<Project[]> GetPublishedProjectsAsync(int[] projectIds, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int[]	projectIds	The array of project ids
CancellationToken	cancellationToken

Returns

Type	Description
Task<Project[]>	Projects

GetPublishedProjectsOnPersonIdAsync(int, CancellationToken)

Get published projects where person is a member

Declaration

Task<Project[]> GetPublishedProjectsOnPersonIdAsync(int personId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	personId	The person id
CancellationToken	cancellationToken

Returns

Type	Description
Task<Project[]>	Array of project

HasGuideActivitiesAsync(int, CancellationToken)

Interface for the Project Agent Collection of all services that works with Project data.

Declaration

Task<bool> HasGuideActivitiesAsync(int projectId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectId
CancellationToken	cancellationToken

Returns

Type	Description
Task<bool>

HasGuideAsync(int, CancellationToken)

Does this project have a guide associated with its project type?

Declaration

Task<bool> HasGuideAsync(int projectId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectId	Project id
CancellationToken	cancellationToken

Returns

Type	Description
Task<bool>	True if the project has a guide

IsNumberValidAsync(int, string, CancellationToken)

Checks if the number is unique or required. The setting is configured from admin under system options.

Declaration

Task<bool> IsNumberValidAsync(int contactId, string number, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	contactId	The Project id
string	number	The number to check for uniqueness and validity
CancellationToken	cancellationToken

Returns

Type	Description
Task<bool>	True if the number is valid

MergeAsync(int, int, bool, CancellationToken)

Merge two projects into one, removing the source project in the process

Declaration

Task MergeAsync(int sourceProjectId, int destinationProjectId, bool replaceEmptyFieldsOnDestination, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	sourceProjectId	Id of source project for merge. This project is removed after the merge is completed.
int	destinationProjectId	Id of destination project to merge to. This project is updated with info from the source.
bool	replaceEmptyFieldsOnDestination	Fill in empty fields on destination from source?
CancellationToken	cancellationToken

Returns

Type	Description
Task

OfferAutoNextStatusOnApppointmentCompletedAsync(int, CancellationToken)

Interface for the Project Agent Collection of all services that works with Project data.

Declaration

Task<bool> OfferAutoNextStatusOnApppointmentCompletedAsync(int appointmentId, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	appointmentId
CancellationToken	cancellationToken

Returns

Type	Description
Task<bool>

SaveProjectEntityAsync(ProjectEntity, CancellationToken)

Updates the existing ProjectEntity or creates a new ProjectEntity if the id parameter is empty

Declaration

Task<ProjectEntity> SaveProjectEntityAsync(ProjectEntity projectEntity, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
ProjectEntity	projectEntity	The ProjectEntity that is saved.
CancellationToken	cancellationToken

Returns

Type	Description
Task<ProjectEntity>	New or updated ProjectEntity

SaveProjectEventEntityAsync(ProjectEventEntity, CancellationToken)

Updates the existing ProjectEventEntity or creates a new ProjectEventEntity if the id parameter is empty

Declaration

Task<ProjectEventEntity> SaveProjectEventEntityAsync(ProjectEventEntity projectEventEntity, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
ProjectEventEntity	projectEventEntity	The ProjectEventEntity that is saved.
CancellationToken	cancellationToken

Returns

Type	Description
Task<ProjectEventEntity>	New or updated ProjectEventEntity

SaveProjectMemberAsync(ProjectMember, CancellationToken)

Updates the existing ProjectMember or creates a new ProjectMember if the id parameter is empty

Declaration

Task<ProjectMember> SaveProjectMemberAsync(ProjectMember projectMember, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
ProjectMember	projectMember	The ProjectMember that is saved.
CancellationToken	cancellationToken

Returns

Type	Description
Task<ProjectMember>	New or updated ProjectMember

SaveProjectMembersFunctionAndCommentAsync(int[], int, string, CancellationToken)

Saves role and comment on an array of projectmembers represented by ids

Declaration

Task SaveProjectMembersFunctionAndCommentAsync(int[] projectMemberIds, int roleId, string comment, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int[]	projectMemberIds
int	roleId
string	comment
CancellationToken	cancellationToken

Returns

Type	Description
Task

SetDuplicateRulesStatusAsync(DuplicateRule[], CancellationToken)

Set which duplicate rules should be active or not

Declaration

Task SetDuplicateRulesStatusAsync(DuplicateRule[] rules, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
DuplicateRule[]	rules	Duplicate rules to update active status for
CancellationToken	cancellationToken

Returns

Type	Description
Task

SetProjectImageAsync(int, Image, CancellationToken)

Stores the project image that is displayed in the CRM application.

Declaration

Task SetProjectImageAsync(int projectId, Image image, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectId	The project id of the project the image belongs to.
Image	image	The image that is stored on the project (System.Drawing.Image)
CancellationToken	cancellationToken

Returns

Type	Description
Task

UpdateProjectMemberAsync(ProjectMember, CancellationToken)

Updates a ProjectMember row.

Declaration

Task<ProjectMember> UpdateProjectMemberAsync(ProjectMember projectMember, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
ProjectMember	projectMember	ProjectMember to update
CancellationToken	cancellationToken

Returns

Type	Description
Task<ProjectMember>	The Updated ProjectMember

UpdateProjectMembersAsync(int, ProjectMember[], CancellationToken)

Update existing project members. Not creating new (only projectmember_id > 0 accepted)

Declaration

Task UpdateProjectMembersAsync(int projectId, ProjectMember[] projectMembers, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
int	projectId	Project of which members will be updated
ProjectMember[]	projectMembers	Project members to update
CancellationToken	cancellationToken

Returns

Type	Description
Task	This method has no return value

ValidateProjectEntityAsync(ProjectEntity, CancellationToken)

Check that entity is ready for saving, return error messages by field.

Declaration

Task<StringDictionary> ValidateProjectEntityAsync(ProjectEntity projectEntity, CancellationToken cancellationToken = default)

Parameters

Type	Name	Description
ProjectEntity	projectEntity	Entity to be checked for errors.
CancellationToken	cancellationToken

Returns

Type	Description
Task<StringDictionary>	Error messages tagged by field.