private int FormatAndSetAutonumber(Entity entity, int?currentPosition, int numberOfCharacters, string prefix,
string separator, XrmAutonumber autonumber)
{
if (!currentPosition.HasValue)
{
currentPosition = 1;
}
else
{
currentPosition = currentPosition.Value + 1;
}
object newValue = null;
if (autonumber.AutonumberFieldType == OptionSets.Autonumber.AutonumberFieldType.String)
{
string autonumberString;
if (numberOfCharacters > 0)
{
autonumberString = prefix + separator +
currentPosition.Value.ToString("D" + numberOfCharacters);
}
else
{
autonumberString = prefix + separator + currentPosition;
}
newValue = autonumberString;
}
else
{
newValue = currentPosition;
}
entity.SetField(autonumber.AutonumberField, newValue);
return(currentPosition.Value);
}
/// <summary>
/// Gets the previous child autonumber of this records parent then sets this records autonumber to the next logical
/// value
/// </summary>
private void SetParentedAutonumber(Entity entity, XrmAutonumber autonumber)
{
var parentRecord = GetParentEntity(entity, autonumber, new[] { autonumber.ParentAutonumberField });
if (parentRecord != null && parentRecord.Contains(autonumber.ParentAutonumberField))
{
var maxId = 0;
var parentNumber = GetNumberPartFromParent(parentRecord, autonumber);
var parentPrefix = autonumber.AutonumberPrefix + autonumber.ParentSeparator + parentNumber + autonumber.Separator;
var conditions = new[]
{
new ConditionExpression(autonumber.AutonumberField, ConditionOperator.BeginsWith,
parentPrefix)
};
var getHighestExistingQuery = XrmService.BuildQueryActive(autonumber.EntityType,
new[] { autonumber.AutonumberField },
conditions, null);
getHighestExistingQuery.AddOrder(autonumber.AutonumberField, OrderType.Descending);
var highestExisting = XrmService.RetrieveFirst(getHighestExistingQuery);
if (highestExisting != null)
{
var id = highestExisting.GetStringField(autonumber.AutonumberField);
maxId = int.Parse(id.Substring(id.LastIndexOf(autonumber.Separator) + 1));
}
if ((maxId + 1).ToString().Length > autonumber.AutonumberCharacters)
{
//if the next autonumber length is greater than the configured length then we cannot rely on a string sort (e.g. 999>1000)
//in this case we need to get all, parse into an int and then sort descending
var query = new QueryExpression(entity.LogicalName);
query.ColumnSet.AddColumn(autonumber.AutonumberField);
query.Criteria.AddCondition(autonumber.AutonumberField, ConditionOperator.BeginsWith,
autonumber.AutonumberPrefix + autonumber.ParentSeparator + parentNumber + autonumber.Separator);
var allSameParentIds = XrmService.RetrieveAll(query);
var autonumbers = new List <int>();
foreach (var item in allSameParentIds)
{
var id = item.GetStringField(autonumber.AutonumberField);
autonumbers.Add(int.Parse(id.Substring(id.LastIndexOf(autonumber.Separator) + 1)));
}
if (autonumbers.Count > 0)
{
autonumbers.Sort();
maxId = autonumbers.Last();
}
}
var newId = autonumber.AutonumberPrefix + autonumber.ParentSeparator + parentNumber + autonumber.Separator +
(maxId + 1).ToString("D" + autonumber.AutonumberCharacters);
entity.SetField(autonumber.AutonumberField, newId);
}
else
{
throw new InvalidPluginExecutionException(
"Autonumber error - this records autonumber is configured to include the parent records autonumber but no parent autonumber value was found");
}
}
public string GetNumberPartFromThisType(Entity entity, XrmAutonumber autonumber)
{
var temp = entity.GetStringField(autonumber.AutonumberField);
if (string.IsNullOrWhiteSpace(temp))
{
throw new NullReferenceException("Error The Parent Autonumber Is empty");
}
var startIndex = temp.IndexOfAny(new[] { '0', '1', '2', '3', '4', '5', '6', '7', '8', '9' });
return(temp.Substring(startIndex));
}
/// <summary>
/// Sets the autonumber fields configured for this record type with the next logical value
/// </summary>
public void SetAutonumber(Entity entity, XrmAutonumber autonumber)
{
//lock the autonumber record for the current plugin
XrmService.SetField(Entities.jmcg_autonumber, autonumber.AutonumberId, Fields.jmcg_autonumber_.modifiedon, DateTime.UtcNow);
if (autonumber.HasParent)
{
SetParentedAutonumber(entity, autonumber);
}
else
{
//for child autonumber need to refresh the autonumber record for the current position
SetIndividualAutonumber(entity, autonumber);
}
}
public void ValidateLinksToParent(XrmAutonumber autonumber)
{
try
{
var dummyEntity = new Entity(autonumber.EntityType);
var firstLookup = autonumber.FirstLinkLookup;
if (!XrmService.FieldExists(firstLookup, autonumber.EntityType))
{
throw new NullReferenceException(string.Format("There Is No Field Named {0} On The {1} Record Type", firstLookup, autonumber.EntityType));
}
if (XrmService.IsLookup(firstLookup, autonumber.EntityType))
{
dummyEntity.SetLookupField(firstLookup, Guid.Empty, autonumber.FirstLinkLookup);
GetParentEntity(dummyEntity, autonumber, new string[0]);
}
}
catch (Exception ex)
{
throw new Exception(string.Format("There Was An Error Validating The {0} Field - {1}", XrmService.GetFieldLabel(Fields.jmcg_autonumber_.jmcg_parentautonumberlinks, Entities.jmcg_autonumber), ex.Message), ex);
}
}
/// <summary>
/// Sets this records autonumber field and increments the counter in the autonumber configuration
/// </summary>
private void SetIndividualAutonumber(Entity entity, XrmAutonumber autonumber)
{
var currentPosition = (int?)
XrmService.LookupField(Entities.jmcg_autonumber, autonumber.AutonumberId,
Fields.jmcg_autonumber_.jmcg_currentnumberposition);
currentPosition = FormatAndSetAutonumber(entity, currentPosition, autonumber.AutonumberCharacters, autonumber.AutonumberPrefix, autonumber.Separator, autonumber);
XrmService.SetField(Entities.jmcg_autonumber, autonumber.AutonumberId,
Fields.jmcg_autonumber_.jmcg_currentnumberposition, currentPosition);
//var useAutonumber = !PrefixFromParent;
//if (PrefixFromParent)
//{
// //need to get the parent records prefix
// var parentRecord = GetParentEntity(entity, service);
// if (parentRecord == null && IfNotLinkedUseAutonumberConfig)
// useAutonumber = true;
// else
// {
// if (parentRecord == null)
// throw new NullReferenceException(
// string.Format(
// "Error Generating {0}. The {0} For Field {1} Is Configured To Autonumber From A Parent Record But The Links To That Parent Did Not Return A Record"
// , "Autonumber", service.GetFieldLabel(AutonumberFieldName, EntityType)));
// //lock for the autonumber
// service.SetField(parentRecord.LogicalName, parentRecord.Id, "modifiedon", DateTime.Now);
// parentRecord = GetParentEntity(entity, service);
// //then get the current max
// var prefix = !ParentPrefixField.IsNullOrWhiteSpace() &&
// !parentRecord.GetStringField(ParentPrefixField).IsNullOrWhiteSpace()
// ? parentRecord.GetStringField(ParentPrefixField)
// : AutonumberPrefix;
// var separator = !ParentSeparatorField.IsNullOrWhiteSpace() &&
// !parentRecord.GetStringField(ParentSeparatorField).IsNullOrWhiteSpace()
// ? parentRecord.GetStringField(ParentSeparatorField)
// : Separator;
// var numberOfCharacters = !ParentNumberOfCharactersField.IsNullOrWhiteSpace() &&
// parentRecord.GetField(ParentPrefixField) != null
// ? parentRecord.GetField(ParentNumberOfCharactersField)
// : AutonumberCharacters;
// if (numberOfCharacters == null)
// numberOfCharacters = AutonumberCharacters;
// if (ParentCurrentPositionField.IsNullOrWhiteSpace())
// throw new NullReferenceException(string.Format(
// "Error Generating {0}. The {0} For Field {1} Is Configured To Autonumber From A Parent Record But {2} Is Empty On The {0} Record"
// , "Autonumber", service.GetFieldLabel(AutonumberFieldName, EntityType),
// service.GetFieldLabel(AutonumberFields.ParentCurrentPositionField,
// AutonumberFields.AutonumberEntityName)));
// var currentPosition = (int?)parentRecord.GetField(ParentCurrentPositionField);
// currentPosition = FormatAndSetAutonumber(entity, currentPosition, (int)numberOfCharacters, prefix,
// separator);
// parentRecord.SetField(ParentCurrentPositionField, currentPosition);
// service.Update(parentRecord, new[] { ParentCurrentPositionField });
// }
//}
//if (useAutonumber)
//{
// var prefix = AutonumberPrefix;
// var separator = Separator;
// var numberOfCharacters = AutonumberCharacters;
// var currentPosition = (int?)
// service.LookupField(autonumberFields.AutonumberEntityName, AutonumberId,
// autonumberFields.AutonumberEntityCurrentPositionField);
// currentPosition = FormatAndSetAutonumber(entity, currentPosition, numberOfCharacters, prefix, separator);
// service.SetField(autonumberFields.AutonumberEntityName, AutonumberId,
// autonumberFields.AutonumberEntityCurrentPositionField, currentPosition);
//}
}
/// <summary>
/// Return the entity record which is configured as the logical parent of this records autonumber
/// </summary>
public Entity GetParentEntity(Entity entity, XrmAutonumber autonumber, IEnumerable <string> fields)
{
//Need to split the links to the parent and create a query which returns the parent record via the links
if (!entity.Contains(autonumber.FirstLinkLookup))
{
return(null);
}
//Create a query which traverses through the keys and entities we defined in our autonumber links
var query = new QueryExpression();
query.ColumnSet = XrmService.CreateColumnSet(fields);
LinkEntity carry = null;
//for each foreign key entity pairing work from last to first
for (var i = autonumber.LinksToParent.LinkToParents.Count(); i > 0; i--)
{
var thisLink = autonumber.LinksToParent.LinkToParents.ElementAt(i - 1);
//if this is the last item we need to create it as the type of entity we are returning
if (i == autonumber.LinksToParent.LinkToParents.Count())
{
query.EntityName = thisLink.LinkTarget;
}
//otherwise if this is not the last item we need to add a link from the previous type to this type
else
{
var previousPair = autonumber.LinksToParent.LinkToParents.ElementAt(i);
if (carry == null)
{
carry = query.AddLink(thisLink.LinkTarget, previousPair.LinkFieldTarget, previousPair.LinkFieldSource);
}
else
{
carry = carry.AddLink(thisLink.LinkTarget, previousPair.LinkFieldTarget, previousPair.LinkFieldSource);
}
}
//if this is the first item we need to add a filter on the first id with the value in the lookup from the record we are creating the autonumber for
if (i == 1)
{
var thisLookupId = entity.GetLookupGuid(thisLink.LinkFieldSource);
if (!thisLookupId.HasValue)
{
return(null);
}
if (autonumber.LinksToParent.LinkToParents.Count() != 1)
{
carry.LinkCriteria.AddCondition(carry.LinkToEntityName + "id", ConditionOperator.Equal, thisLookupId.Value);
}
else
{
query.Criteria.AddCondition(query.EntityName + "id", ConditionOperator.Equal, thisLookupId.Value);
}
}
}
//Run the query and if a result return it
var parent = XrmService.RetrieveMultiple(query);
if (parent.Entities.Count > 0)
{
return(parent.Entities[0]);
}
return(null);
}
public string GetNumberPartFromThisType(Entity entity, XrmAutonumber autonumber)
{
var temp = entity.GetStringField(autonumber.AutonumberField);
if (string.IsNullOrWhiteSpace(temp))
throw new NullReferenceException("Error The Parent Autonumber Is empty");
var startIndex = temp.IndexOfAny(new[] { '0', '1', '2', '3', '4', '5', '6', '7', '8', '9' });
return temp.Substring(startIndex);
}
public void ValidateLinksToParent(XrmAutonumber autonumber)
{
try
{
var dummyEntity = new Entity(autonumber.EntityType);
var firstLookup = autonumber.FirstLinkLookup;
if (!XrmService.FieldExists(firstLookup, autonumber.EntityType))
throw new NullReferenceException(string.Format("There Is No Field Named {0} On The {1} Record Type", firstLookup, autonumber.EntityType));
if (XrmService.IsLookup(firstLookup, autonumber.EntityType))
{
dummyEntity.SetLookupField(firstLookup, Guid.Empty, autonumber.FirstLinkLookup);
GetParentEntity(dummyEntity, autonumber, new string[0]);
}
}
catch (Exception ex)
{
throw new Exception(string.Format("There Was An Error Validating The {0} Field - {1}", XrmService.GetFieldLabel(Fields.jmcg_autonumber_.jmcg_parentautonumberlinks, Entities.jmcg_autonumber), ex.Message), ex);
}
}
private int FormatAndSetAutonumber(Entity entity, int? currentPosition, int numberOfCharacters, string prefix,
string separator, XrmAutonumber autonumber)
{
if (!currentPosition.HasValue)
currentPosition = 1;
else
currentPosition = currentPosition.Value + 1;
object newValue = null;
if (autonumber.AutonumberFieldType == OptionSets.Autonumber.AutonumberFieldType.String)
{
string autonumberString;
if (numberOfCharacters > 0)
autonumberString = prefix + separator +
currentPosition.Value.ToString("D" + numberOfCharacters);
else
autonumberString = prefix + separator + currentPosition;
newValue = autonumberString;
}
else
{
newValue = currentPosition;
}
entity.SetField(autonumber.AutonumberField, newValue);
return currentPosition.Value;
}
/// <summary>
/// Sets this records autonumber field and increments the counter in the autonumber configuration
/// </summary>
private void SetIndividualAutonumber(Entity entity, XrmAutonumber autonumber)
{
var currentPosition = (int?)
XrmService.LookupField(Entities.jmcg_autonumber, autonumber.AutonumberId,
Fields.jmcg_autonumber_.jmcg_currentnumberposition);
currentPosition = FormatAndSetAutonumber(entity, currentPosition, autonumber.AutonumberCharacters, autonumber.AutonumberPrefix, autonumber.Separator, autonumber);
XrmService.SetField(Entities.jmcg_autonumber, autonumber.AutonumberId,
Fields.jmcg_autonumber_.jmcg_currentnumberposition, currentPosition);
//var useAutonumber = !PrefixFromParent;
//if (PrefixFromParent)
//{
// //need to get the parent records prefix
// var parentRecord = GetParentEntity(entity, service);
// if (parentRecord == null && IfNotLinkedUseAutonumberConfig)
// useAutonumber = true;
// else
// {
// if (parentRecord == null)
// throw new NullReferenceException(
// string.Format(
// "Error Generating {0}. The {0} For Field {1} Is Configured To Autonumber From A Parent Record But The Links To That Parent Did Not Return A Record"
// , "Autonumber", service.GetFieldLabel(AutonumberFieldName, EntityType)));
// //lock for the autonumber
// service.SetField(parentRecord.LogicalName, parentRecord.Id, "modifiedon", DateTime.Now);
// parentRecord = GetParentEntity(entity, service);
// //then get the current max
// var prefix = !ParentPrefixField.IsNullOrWhiteSpace() &&
// !parentRecord.GetStringField(ParentPrefixField).IsNullOrWhiteSpace()
// ? parentRecord.GetStringField(ParentPrefixField)
// : AutonumberPrefix;
// var separator = !ParentSeparatorField.IsNullOrWhiteSpace() &&
// !parentRecord.GetStringField(ParentSeparatorField).IsNullOrWhiteSpace()
// ? parentRecord.GetStringField(ParentSeparatorField)
// : Separator;
// var numberOfCharacters = !ParentNumberOfCharactersField.IsNullOrWhiteSpace() &&
// parentRecord.GetField(ParentPrefixField) != null
// ? parentRecord.GetField(ParentNumberOfCharactersField)
// : AutonumberCharacters;
// if (numberOfCharacters == null)
// numberOfCharacters = AutonumberCharacters;
// if (ParentCurrentPositionField.IsNullOrWhiteSpace())
// throw new NullReferenceException(string.Format(
// "Error Generating {0}. The {0} For Field {1} Is Configured To Autonumber From A Parent Record But {2} Is Empty On The {0} Record"
// , "Autonumber", service.GetFieldLabel(AutonumberFieldName, EntityType),
// service.GetFieldLabel(AutonumberFields.ParentCurrentPositionField,
// AutonumberFields.AutonumberEntityName)));
// var currentPosition = (int?)parentRecord.GetField(ParentCurrentPositionField);
// currentPosition = FormatAndSetAutonumber(entity, currentPosition, (int)numberOfCharacters, prefix,
// separator);
// parentRecord.SetField(ParentCurrentPositionField, currentPosition);
// service.Update(parentRecord, new[] { ParentCurrentPositionField });
// }
//}
//if (useAutonumber)
//{
// var prefix = AutonumberPrefix;
// var separator = Separator;
// var numberOfCharacters = AutonumberCharacters;
// var currentPosition = (int?)
// service.LookupField(autonumberFields.AutonumberEntityName, AutonumberId,
// autonumberFields.AutonumberEntityCurrentPositionField);
// currentPosition = FormatAndSetAutonumber(entity, currentPosition, numberOfCharacters, prefix, separator);
// service.SetField(autonumberFields.AutonumberEntityName, AutonumberId,
// autonumberFields.AutonumberEntityCurrentPositionField, currentPosition);
//}
}
/// <summary>
/// Gets the previous child autonumber of this records parent then sets this records autonumber to the next logical
/// value
/// </summary>
private void SetParentedAutonumber(Entity entity, XrmAutonumber autonumber)
{
var parentRecord = GetParentEntity(entity, autonumber, new[] { autonumber.ParentAutonumberField });
if (parentRecord != null && parentRecord.Contains(autonumber.ParentAutonumberField))
{
var maxId = 0;
var parentNumber = GetNumberPartFromParent(parentRecord, autonumber);
var parentPrefix = autonumber.AutonumberPrefix + autonumber.ParentSeparator + parentNumber + autonumber.Separator;
var conditions = new[]
{
new ConditionExpression(autonumber.AutonumberField, ConditionOperator.BeginsWith,
parentPrefix)
};
var getHighestExistingQuery = XrmService.BuildQueryActive(autonumber.EntityType,
new[] { autonumber.AutonumberField },
conditions, null);
getHighestExistingQuery.AddOrder(autonumber.AutonumberField, OrderType.Descending);
var highestExisting = XrmService.RetrieveFirst(getHighestExistingQuery);
if (highestExisting != null)
{
var id = highestExisting.GetStringField(autonumber.AutonumberField);
maxId = int.Parse(id.Substring(id.LastIndexOf(autonumber.Separator) + 1));
}
if ((maxId + 1).ToString().Length > autonumber.AutonumberCharacters)
{
//if the next autonumber length is greater than the configured length then we cannot rely on a string sort (e.g. 999>1000)
//in this case we need to get all, parse into an int and then sort descending
var query = new QueryExpression(entity.LogicalName);
query.ColumnSet.AddColumn(autonumber.AutonumberField);
query.Criteria.AddCondition(autonumber.AutonumberField, ConditionOperator.BeginsWith,
autonumber.AutonumberPrefix + autonumber.ParentSeparator + parentNumber + autonumber.Separator);
var allSameParentIds = XrmService.RetrieveAll(query);
var autonumbers = new List<int>();
foreach (var item in allSameParentIds)
{
var id = item.GetStringField(autonumber.AutonumberField);
autonumbers.Add(int.Parse(id.Substring(id.LastIndexOf(autonumber.Separator) + 1)));
}
if (autonumbers.Count > 0)
{
autonumbers.Sort();
maxId = autonumbers.Last();
}
}
var newId = autonumber.AutonumberPrefix + autonumber.ParentSeparator + parentNumber + autonumber.Separator +
(maxId + 1).ToString("D" + autonumber.AutonumberCharacters);
entity.SetField(autonumber.AutonumberField, newId);
}
else
{
throw new InvalidPluginExecutionException(
"Autonumber error - this records autonumber is configured to include the parent records autonumber but no parent autonumber value was found");
}
}
/// <summary>
/// Sets the autonumber fields configured for this record type with the next logical value
/// </summary>
public void SetAutonumber(Entity entity, XrmAutonumber autonumber)
{
//lock the autonumber record for the current plugin
XrmService.SetField(Entities.jmcg_autonumber, autonumber.AutonumberId, Fields.jmcg_autonumber_.modifiedon, DateTime.UtcNow);
if (autonumber.HasParent)
{
SetParentedAutonumber(entity, autonumber);
}
else
{
//for child autonumber need to refresh the autonumber record for the current position
SetIndividualAutonumber(entity, autonumber);
}
}
/// <summary>
/// Return the entity record which is configured as the logical parent of this records autonumber
/// </summary>
public Entity GetParentEntity(Entity entity, XrmAutonumber autonumber, IEnumerable<string> fields)
{
//Need to split the links to the parent and create a query which returns the parent record via the links
if (!entity.Contains(autonumber.FirstLinkLookup))
return null;
//Create a query which traverses through the keys and entities we defined in our autonumber links
var query = new QueryExpression();
query.ColumnSet = XrmService.CreateColumnSet(fields);
LinkEntity carry = null;
//for each foreign key entity pairing work from last to first
for (var i = autonumber.LinksToParent.LinkToParents.Count(); i > 0; i--)
{
var thisLink = autonumber.LinksToParent.LinkToParents.ElementAt(i - 1);
//if this is the last item we need to create it as the type of entity we are returning
if (i == autonumber.LinksToParent.LinkToParents.Count())
query.EntityName = thisLink.LinkTarget;
//otherwise if this is not the last item we need to add a link from the previous type to this type
else
{
var previousPair = autonumber.LinksToParent.LinkToParents.ElementAt(i);
if (carry == null)
carry = query.AddLink(thisLink.LinkTarget, previousPair.LinkFieldTarget, previousPair.LinkFieldSource);
else
carry = carry.AddLink(thisLink.LinkTarget, previousPair.LinkFieldTarget, previousPair.LinkFieldSource);
}
//if this is the first item we need to add a filter on the first id with the value in the lookup from the record we are creating the autonumber for
if (i == 1)
{
var thisLookupId = entity.GetLookupGuid(thisLink.LinkFieldSource);
if (!thisLookupId.HasValue)
return null;
if (autonumber.LinksToParent.LinkToParents.Count() != 1)
carry.LinkCriteria.AddCondition(carry.LinkToEntityName + "id", ConditionOperator.Equal, thisLookupId.Value);
else
query.Criteria.AddCondition(query.EntityName + "id", ConditionOperator.Equal, thisLookupId.Value);
}
}
//Run the query and if a result return it
var parent = XrmService.RetrieveMultiple(query);
if (parent.Entities.Count > 0)
return parent.Entities[0];
return null;
}