Custom SMS Provider: To Add a Custom SMS Provider

The following activity will walk you through the process of adding a custom SMS provider.

Story

Suppose that your company has a business relationship with the Plivo SMS provider, which is not supported by default by MYOB Acumatica. You need to support the sending of SMS notifications through this SMS provider in MYOB Acumatica.

Process Overview

You will implement the PX.SmsProvider.ISmsProvider and PX.SmsProvider.ISmsProviderFactory interfaces in the Visual Studio project of the extension library. You will then publish the customization project with the implemented interfaces and test the availability of the provider on the SMS Providers (SM203535) form.

System Preparation

Before you begin performing the steps of this activity, do the following:

  1. Prepare an MYOB Acumatica instance, as described in To Deploy an MYOB Acumatica Instance.
  2. Create a new customization project, as specified in Customization Projects: To Create a Customization Project.
  3. Create an extension library, as described in To Create an Extension Library.
Tip:
You can find the final code and customization project of this activity in the Help-and-Training-Examples repository on GitHub.

Step 1: Implementing the ISmsProvider Interface

To implement the PX.SmsProvider.ISmsProvider interface, do the following:

  1. In the Visual Studio project of the extension library, add a reference to the PX.SmsProvider.Core.dll library from the Bin folder of the MYOB Acumatica instance.
  2. In the project, define the PlivoSmsProvider class, which implements the ISmsProvider interface, in the PX.SmsProvider.Plivo namespace.
    using System.Collections.Generic;
using System.Threading;
using System.Threading.Tasks;
using PX.Data;

namespace PX.SmsProvider.Plivo
{
    public class PlivoSmsProvider : ISmsProvider
    {
    }
}
  3. In the project, add the Helper folder. Within the folder, add the Messages.cs file and add the following code to it. 
    using PX.Common;

namespace PX.SmsProvider.Plivo
{
    [PXLocalizable]
    public static class Messages
    {
        public const string AuthID_DetailID_Display = "Auth ID";
        public const string AuthToken_DetailID_Display = "Auth Token";
        public const string FromPhoneNbr_DetailID_Display = "From Number";
    }
}
  4. In the ExportSettings method of the class, add the following code. This code adds the Auth ID, Auth Token, and From Number parameters to the list that will be displayed on the Parameters tab of the SMS Providers (SM203535) form. You need these parameters to work with Plivo.
    using System.Collections.Generic;
using System.Threading;
using System.Threading.Tasks;
using PX.Data;

namespace PX.SmsProvider.Plivo
{
    public class PlivoSmsProvider : ISmsProvider
    {
        #region DetailIDs const
        private const string AuthID_DetailID = "AUTH_ID";
        private const string AuthToken_DetailID = "AUTH_TOKEN";
        private const string FromPhoneNbr_DetailID = "FROM_PHONE_NBR";
        #endregion

        private string m_AuthID;
        public string AuthID { get { return m_AuthID; } }

        private string m_AuthToken;
        public string AuthToken { get { return m_AuthToken; } }

        private string m_FromPhoneNbr;
        public string FromPhoneNbr { get { return m_FromPhoneNbr; } }

        public IEnumerable<PXFieldState> ExportSettings
        {
            get
            {
                var settings = new List<PXFieldState>();

                var authID = (PXStringState)PXStringState.CreateInstance(
                    m_AuthID,
                    null,
                    false,
                    AuthID_DetailID,
                    null,
                    1,
                    null,
                    null,
                    null,
                    null,
                    null
                );
                authID.DisplayName = Messages.AuthID_DetailID_Display;
                settings.Add(authID);
                var authToken = (PXStringState)PXStringState.CreateInstance(
                    m_AuthToken,
                    null,
                    false,
                    AuthToken_DetailID,
                    null,
                    1,
                    "*",
                    null,
                    null,
                    null,
                    null
                );
                authToken.DisplayName = Messages.AuthToken_DetailID_Display;
                settings.Add(authToken);

                var fromPhoneNbr = (PXStringState)PXStringState.CreateInstance(
                    m_FromPhoneNbr,
                    null,
                    false,
                    FromPhoneNbr_DetailID,
                    null,
                    1,
                    null,
                    null,
                    null,
                    null,
                    null
                );
                fromPhoneNbr.DisplayName = Messages.FromPhoneNbr_DetailID_Display;
                settings.Add(fromPhoneNbr);

                return settings;
            }
        }
    }
}
  5. In the LoadSettings method of the class, obtain the values that have been entered on the Parameters tab of the SMS Providers form and assign them to variables in the class, as shown in the following code. 
    public void LoadSettings(IEnumerable<ISmsProviderSetting> settings)
{
    foreach (ISmsProviderSetting detail in settings)
    {
        switch (detail.Name.ToUpper())
        {
            case AuthID_DetailID: m_AuthID = detail.Value; break;
            case AuthToken_DetailID: m_AuthToken = detail.Value; break;
            case FromPhoneNbr_DetailID: m_FromPhoneNbr = detail.Value; break;
        }
    }
}
  6. In the class, implement SMS processing in the SendMessageAsync method. For an example of the implementation of this method, see PlivoSmsProvider.cs in the GitHub repository.

Step 2: Implementing the ISmsProviderFactory Interface

Implement the PX.SmsProvider.ISmsProviderFactory interface as follows:
  1. In the Messages.cs file, add the name of the provider that will be displayed in the Provider Type box of the SMS Providers (SM203535) form, as shown in the following code.
    using PX.Common;

namespace PX.SmsProvider.Plivo
{
    [PXLocalizable]
    public static class Messages
    {
        ...
        public const string ProviderName = "Plivo SMS provider";
    }
}
  2. Define the PlivoSmsProviderFactory class, which implements the PX.SmsProvider.ISmsProviderFactory interface, as the following code shows. 
    using System.Collections.Generic;

namespace PX.SmsProvider.Plivo
{
    public class PlivoSmsProviderFactory : ISmsProviderFactory
    {
        public ISmsProvider Create(IEnumerable<ISmsProviderSetting> settings)
        {
            var provider = new PlivoSmsProvider();
            provider.LoadSettings(settings);
            return provider;
        }

        public ISmsProvider Create()
        {
            var provider = new PlivoSmsProvider();
            return provider;
        }

        public string Description { get; } = Messages.ProviderName;
        public string Name { get; } = typeof(PlivoSmsProvider).FullName;
    }
}

Step 3: Testing the SMS Provider

To test the Plivo SMS provider, do the following:

  1. Build the Visual Studio project.
  2. On the SMS Providers (SM203535) form, make sure that the new SMS provider is available for selection in the Provider Type box, as shown in the following screenshot.
    Figure 1. The custom SMS provider


  3. Include the extension library in the customization project as a File item, as described in To Add a Custom File to a Project.
  4. Optional: Test the SMS provider as follows:
    1. Create a Plivo account on https://console.plivo.com/accounts/register/, and get your Plivo phone number.
    2. On the SMS Providers (SM203535) form, create a new SMS provider by specifying the following parameters:
      1. Name: Plivo SMS Provider
      2. Provider Type: Plivo SMS Provider (PX.SmsProvider.Plivo.PlivoSmsProvider)
      3. Auth ID: The Auth ID from your account dashboard in Plivo console
      4. Auth Token: The Auth Token from your account dashboard in Plivo console
      5. From Number: The Plivo phone number from which the message will be sent
    3. Save your changes, and click Send Test Message on the form toolbar.