Trendsic Platform Service

ActivityPlanRequest

**Requires Authentication**
Requires any of the roles:	Worker, Agent, Administrator, Worker, Agent, Administrator

The following routes are available for this service:
POST,OPTIONS	/v1/ActivityPlan
GET,OPTIONS	/v1/ActivityPlan/{AgentId}/{DateFrom}/{DateTo}

using System;
using System.IO;
using System.Collections;
using System.Collections.Generic;
using System.Runtime.Serialization;
using ServiceStack;
using ServiceStack.DataAnnotations;
using CRM.AgencyPlatform.API.Internal;

namespace CRM.AgencyPlatform.API.Internal
{
    public partial class ActivityPlan
    {
        public virtual int Id { get; set; }
        public virtual int AgentId { get; set; }
        public virtual int EventTypeId { get; set; }
        public virtual int Goal { get; set; }
        public virtual DateTime DateFrom { get; set; }
        public virtual DateTime DateTo { get; set; }
        public virtual DateTime DateCreated { get; set; }
        public virtual int MthlyCashFlow { get; set; }
        public virtual int YTDCashFlow { get; set; }
        public virtual int Recruit { get; set; }
        public virtual string EventTypeName { get; set; }
        public virtual int Actual { get; set; }
    }

    public partial class ActivityPlanExtended
    {
        public virtual int AppCount { get; set; }
        public virtual int AvgFlow { get; set; }
        public virtual int AvgTransfer { get; set; }
        public virtual int AvgLife { get; set; }
        public virtual decimal LifePerAnnuity { get; set; }
        public virtual decimal FlowTransfer { get; set; }
        public virtual decimal TransferRatio { get; set; }
    }

    public partial class ActivityPlanRequest
    {
        public virtual ActivityPlan ActivityPlan { get; set; }
        public virtual int AgentId { get; set; }
        public virtual DateTime DateFrom { get; set; }
        public virtual DateTime DateTo { get; set; }
        public virtual int ApplicationGoal { get; set; }
        public virtual int AppointmentSetGoal { get; set; }
        public virtual int LearningGoal { get; set; }
        public virtual int MarketingGoal { get; set; }
        public virtual int ReferralGoal { get; set; }
        public virtual int LeadGoal { get; set; }
        public virtual int ClientUpdateGoal { get; set; }
        public virtual int FirstContactGoal { get; set; }
        public virtual int FirstAppointmentGoal { get; set; }
        public virtual int SecondAppointmentGoal { get; set; }
        public virtual int SecondAppointmentSetGoal { get; set; }
        public virtual int MonthlyCashFlowGoal { get; set; }
        public virtual int YTDCashFlowGoal { get; set; }
        public virtual int RecruitGoal { get; set; }
    }

    public partial class ActivityPlanResponse
    {
        public virtual ResponseStatus ResponseStatus { get; set; }
        public virtual List<ActivityPlan> ActivityPlans { get; set; } = [];
        public virtual ActivityPlanExtended ActivityData { get; set; }
    }

}

C# ActivityPlanRequest DTOs

To override the Content-type in your clients, use the HTTP Accept Header, append the .csv suffix or ?format=csv

HTTP + CSV

The following are sample HTTP requests and responses. The placeholders shown need to be replaced with actual values.

POST /v1/ActivityPlan HTTP/1.1 
Host: api.dev.dynamics.trendsic.com 
Accept: text/csv
Content-Type: text/csv
Content-Length: length

{"ActivityPlan":{"Id":0,"AgentId":0,"EventTypeId":0,"Goal":0,"DateFrom":"0001-01-01T00:00:00.0000000","DateTo":"0001-01-01T00:00:00.0000000","DateCreated":"0001-01-01T00:00:00.0000000","MthlyCashFlow":0,"YTDCashFlow":0,"Recruit":0,"EventTypeName":"String","Actual":0},"AgentId":0,"DateFrom":"0001-01-01T00:00:00.0000000","DateTo":"0001-01-01T00:00:00.0000000","ApplicationGoal":0,"AppointmentSetGoal":0,"LearningGoal":0,"MarketingGoal":0,"ReferralGoal":0,"LeadGoal":0,"ClientUpdateGoal":0,"FirstContactGoal":0,"FirstAppointmentGoal":0,"SecondAppointmentGoal":0,"SecondAppointmentSetGoal":0,"MonthlyCashFlowGoal":0,"YTDCashFlowGoal":0,"RecruitGoal":0}

HTTP/1.1 200 OK
Content-Type: text/csv
Content-Length: length

{"ResponseStatus":{"ErrorCode":"String","Message":"String","StackTrace":"String","Errors":[{"ErrorCode":"String","FieldName":"String","Message":"String","Meta":{"String":"String"}}],"Meta":{"String":"String"}},"ActivityPlans":[{"Id":0,"AgentId":0,"EventTypeId":0,"Goal":0,"DateFrom":"0001-01-01T00:00:00.0000000","DateTo":"0001-01-01T00:00:00.0000000","DateCreated":"0001-01-01T00:00:00.0000000","MthlyCashFlow":0,"YTDCashFlow":0,"Recruit":0,"EventTypeName":"String","Actual":0}],"ActivityData":{"AppCount":0,"AvgFlow":0,"AvgTransfer":0,"AvgLife":0,"LifePerAnnuity":0,"FlowTransfer":0,"TransferRatio":0}}