private void UpdateProspectDataOnOpportunity(Entity opportunity, ProspectData prospectData)
{
if (prospectData.ProspectGroupId.HasValue && !prospectData.ProspectGroupId.Equals(Guid.Empty))
{
opportunity["fdx_prospectgroup"] = new EntityReference("fdx_prospectgroup", prospectData.ProspectGroupId.Value);
}
if (prospectData.PriceListId.HasValue && !prospectData.PriceListId.Equals(Guid.Empty))
{
opportunity["pricelevelid"] = new EntityReference("pricelevel", prospectData.PriceListId.Value);
}
if (prospectData.Priority.HasValue)
{
opportunity["fdx_prospectpriority"] = prospectData.Priority;
}
if (prospectData.Score.HasValue)
{
opportunity["fdx_prospectscore"] = prospectData.Score;
}
if (prospectData.Percentile.HasValue)
{
opportunity["fdx_prospectpercentile"] = prospectData.Percentile;
}
if (!string.IsNullOrEmpty(prospectData.RateSource))
{
opportunity["fdx_ratesource"] = prospectData.RateSource;
}
if (prospectData.PPRRate.HasValue)
{
opportunity["fdx_pprrate"] = new Money(prospectData.PPRRate.Value);
}
if (prospectData.SubRate.HasValue)
{
opportunity["fdx_subrate"] = new Money(prospectData.SubRate.Value);
}
if (prospectData.Radius.HasValue)
{
opportunity["fdx_prospectradius"] = prospectData.Radius;
}
if (!string.IsNullOrEmpty(prospectData.PriceListName))
{
opportunity["fdx_pricelistname"] = prospectData.PriceListName;
}
if (prospectData.LastUpdated.HasValue)
{
opportunity["fdx_prospectdatalastupdated"] = prospectData.LastUpdated.Value;
}
if (!string.IsNullOrEmpty(prospectData.ProspectScoreBlankMessage))
{
opportunity["fdx_prospectscoreblankmessage"] = prospectData.ProspectScoreBlankMessage;
}
}
private string GetProspectDataString(ProspectData prospectData)
{
string traceString = "ProspectGroupName=" + prospectData.ProspectGroupName + Environment.NewLine;
traceString += "PriceListName=" + prospectData.PriceListName + Environment.NewLine;
traceString += "Priority=" + Convert.ToString(prospectData.Priority) + Environment.NewLine;
traceString += "Score=" + Convert.ToString(prospectData.Score) + Environment.NewLine;
traceString += "Percentile=" + Convert.ToString(prospectData.Percentile) + Environment.NewLine;
traceString += "RateSource=" + prospectData.RateSource + Environment.NewLine;
traceString += "PPRRate=" + Convert.ToString(prospectData.PPRRate) + Environment.NewLine;
traceString += "SubRate=" + Convert.ToString(prospectData.SubRate) + Environment.NewLine;
traceString += "Radius=" + Convert.ToString(prospectData.Radius) + Environment.NewLine;
traceString += "ProspectScoreBlankMessage=" + Convert.ToString(prospectData.ProspectScoreBlankMessage) + Environment.NewLine;
return(traceString);
}
private ProspectData GetProspectDataFromWebService(API_PutResponse apiResponse)
{
ProspectData prospectData = new ProspectData();
prospectData.ProspectGroupName = apiResponse.prospectGroup;
prospectData.PriceListName = apiResponse.priceListName;
prospectData.Priority = apiResponse.prospectPriority;
prospectData.Score = apiResponse.prspectScore;
prospectData.Percentile = apiResponse.prospectPercentile;
prospectData.RateSource = apiResponse.rateSource;
prospectData.PPRRate = apiResponse.pprRate;
prospectData.SubRate = apiResponse.subRate;
prospectData.Radius = apiResponse.prospectRadius;
prospectData.LastUpdated = DateTime.UtcNow;
if (!string.IsNullOrEmpty(apiResponse.prospectScoreBlankMessage))
{
prospectData.ProspectScoreBlankMessage = apiResponse.prospectScoreBlankMessage;
}
else
{
prospectData.ProspectScoreBlankMessage = "Valid Address";
}
return(prospectData);
}
private void UpdateProspectDataOnAccountUsingImpersonatedService(Guid accountId, ProspectData prospectData, IOrganizationService impersonatedService)
{
Entity accountRecord = new Entity("account", accountId);
if (prospectData.ProspectGroupId.HasValue && !prospectData.ProspectGroupId.Equals(Guid.Empty))
{
accountRecord["fdx_prospectgroup"] = new EntityReference("fdx_prospectgroup", prospectData.ProspectGroupId.Value);
}
if (prospectData.PriceListId.HasValue && !prospectData.PriceListId.Equals(Guid.Empty))
{
accountRecord["defaultpricelevelid"] = new EntityReference("pricelevel", prospectData.PriceListId.Value);
}
if (!string.IsNullOrEmpty(prospectData.PriceListName))
{
accountRecord["fdx_pricelistname"] = prospectData.PriceListName;
}
if (prospectData.Priority.HasValue)
{
accountRecord["fdx_prospectpriority"] = prospectData.Priority;
}
if (prospectData.Score.HasValue)
{
accountRecord["fdx_prospectscore"] = prospectData.Score;
}
if (prospectData.Percentile.HasValue)
{
accountRecord["fdx_prospectpercentile"] = prospectData.Percentile;
}
if (!string.IsNullOrEmpty(prospectData.RateSource))
{
accountRecord["fdx_ratesource"] = prospectData.RateSource;
}
if (prospectData.PPRRate.HasValue)
{
accountRecord["fdx_pprrate"] = new Money(prospectData.PPRRate.Value);
}
if (prospectData.SubRate.HasValue)
{
accountRecord["fdx_subrate"] = new Money(prospectData.SubRate.Value);
}
if (prospectData.Radius.HasValue)
{
accountRecord["fdx_prospectradius"] = prospectData.Radius;
}
if (prospectData.LastUpdated.HasValue)
{
accountRecord["fdx_prospectdatalastupdated"] = prospectData.LastUpdated.Value;
}
if (!string.IsNullOrEmpty(prospectData.ProspectScoreBlankMessage))
{
accountRecord["fdx_prospectscoreblankmessage"] = prospectData.ProspectScoreBlankMessage;
}
impersonatedService.Update(accountRecord);
}
public void Execute(IServiceProvider serviceProvider)
{
string DEV_ENVIRONMENT_URL = "http://SMARTCRMSync.1800dentist.com/api";
string STAGE_ENVIRONMENT_URL = "http://SMARTCRMSyncStage.1800dentist.com/api";
string PROD_ENVIRONMENT_URL = "http://SMARTCRMSyncProd.1800dentist.com/api";
string smartCrmSyncWebServiceUrl = PROD_ENVIRONMENT_URL;
ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
int step = 0;
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity && context.Depth == 1)
{
try
{
step = 1;
Entity account_context = (Entity)context.InputParameters["Target"];
if (account_context.LogicalName != "account")
{
return;
}
#region Declare and Initialize required Variables
step = 11;
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
IOrganizationService impersonatedService = serviceFactory.CreateOrganizationService(null);
step = 13;
string address1_line1 = null;
string address1_city = null;
string address1_country = null;
string fdx_zippostalcodeid = null;
string fdx_stateprovinceid = null;
string old_fdx_goldmineaccountnumber = null;
string companyname = null;
Guid fdx_zipid = Guid.Empty;
Guid fdx_stateid = Guid.Empty;
int new_fdx_gonogo = 0;
//Declare URL with the website link to call the Web API
string url = smartCrmSyncWebServiceUrl + "/lead/updatelead?";
string apiParm = "";
#endregion
#region Initialize variables with Context Values
step = 15;
if (account_context.Attributes.Contains("address1_line1"))
{
address1_line1 = account_context.Attributes["address1_line1"].ToString();
}
step = 17;
if (account_context.Attributes.Contains("address1_city"))
{
address1_city = account_context.Attributes["address1_city"].ToString();
}
step = 19;
if (account_context.Attributes.Contains("address1_country"))
{
address1_country = account_context.Attributes["address1_country"].ToString();
}
step = 21;
if (account_context.Attributes.Contains("fdx_zippostalcodeid"))
{
fdx_zippostalcodeid = (service.Retrieve("fdx_zipcode", ((EntityReference)account_context.Attributes["fdx_zippostalcodeid"]).Id, new ColumnSet("fdx_zipcode"))).Attributes["fdx_zipcode"].ToString();
fdx_zipid = ((EntityReference)account_context.Attributes["fdx_zippostalcodeid"]).Id;
}
step = 23;
if (account_context.Attributes.Contains("fdx_stateprovinceid"))
{
step = 230;
if (account_context.Attributes["fdx_stateprovinceid"] != null)
{
step = 2300;
fdx_stateprovinceid = (service.Retrieve("fdx_state", ((EntityReference)account_context.Attributes["fdx_stateprovinceid"]).Id, new ColumnSet("fdx_statecode"))).Attributes["fdx_statecode"].ToString();
fdx_stateid = ((EntityReference)account_context.Attributes["fdx_stateprovinceid"]).Id;
}
}
step = 25;
if (account_context.Attributes.Contains("name"))
{
companyname = account_context.Attributes["name"].ToString();
}
#endregion
#region Query CRM Account for required Address Attributes
step = 27;
QueryExpression queryExp = CRMQueryExpression.getQueryExpression("account", new ColumnSet("fdx_goldmineaccountnumber", "fdx_gonogo", "address1_line1", "address1_city", "address1_country", "fdx_zippostalcodeid", "fdx_stateprovinceid", "address1_line2", "address1_line3", "telephone1", "telephone2", "name"), new CRMQueryExpression[] { new CRMQueryExpression("accountid", ConditionOperator.Equal, account_context.Id) });
EntityCollection accountCollection = service.RetrieveMultiple(queryExp);
tracingService.Trace("Querying Account Details!");
#endregion
step = 29;
//This condition will return success only if there exist an Account with the GUID in context.
//Generally is successful always
if (accountCollection.Entities.Count > 0)
{
tracingService.Trace("Account details fetched!");
#region Fetch values from Account whichever do not exist in Context and create Update API String
step = 290;
Entity account = new Entity();
account = accountCollection.Entities[0];
step = 292;
//if (account.Attributes.Contains("fdx_gonogo"))
// old_fdx_gonogo = ((OptionSetValue)account.Attributes["fdx_gonogo"]).Value;
step = 294;
if (account.Attributes.Contains("fdx_goldmineaccountnumber"))
{
old_fdx_goldmineaccountnumber = account.Attributes["fdx_goldmineaccountnumber"].ToString();
//Encoding the GM Account Number to resolve issue with Special Characters
apiParm += string.Format("&AccountNo_in={0}", WebUtility.UrlEncode(old_fdx_goldmineaccountnumber));
}
step = 296;
if (address1_line1 == null)
{
if (account.Attributes.Contains("address1_line1"))
{
step = 2960;
address1_line1 = account.Attributes["address1_line1"].ToString();
apiParm += string.Format("&Address1={0}", address1_line1);
}
}
else
{
step = 2962;
apiParm += string.Format("&Address1={0}", address1_line1);
}
step = 298;
if (address1_city == null)
{
if (account.Attributes.Contains("address1_city"))
{
step = 2980;
address1_city = account.Attributes["address1_city"].ToString();
apiParm += string.Format("&City={0}", address1_city);
}
}
else
{
step = 2982;
apiParm += string.Format("&City={0}", address1_city);
}
step = 230;
if (address1_country == null)
{
if (account.Attributes.Contains("address1_country"))
{
step = 2302;
address1_country = account.Attributes["address1_country"].ToString();
apiParm += string.Format("&Country={0}", address1_country);
}
}
else
{
step = 2304;
apiParm += string.Format("&Country={0}", address1_country);
}
step = 232;
if (fdx_zippostalcodeid == null)
{
if (account.Attributes.Contains("fdx_zippostalcodeid"))
{
step = 2320;
fdx_zippostalcodeid = (service.Retrieve("fdx_zipcode", ((EntityReference)account.Attributes["fdx_zippostalcodeid"]).Id, new ColumnSet("fdx_zipcode"))).Attributes["fdx_zipcode"].ToString();
fdx_zipid = ((EntityReference)account.Attributes["fdx_zippostalcodeid"]).Id;
apiParm += string.Format("&Zip={0}", fdx_zippostalcodeid);
}
}
else
{
step = 2322;
apiParm += string.Format("&Zip={0}", fdx_zippostalcodeid);
}
step = 234;
if (fdx_stateprovinceid == null && !account_context.Attributes.Contains("fdx_stateprovinceid"))
{
if (account.Attributes.Contains("fdx_stateprovinceid"))
{
step = 2340;
if (account.Attributes["fdx_stateprovinceid"] != null)
{
step = 2342;
fdx_stateprovinceid = (service.Retrieve("fdx_state", ((EntityReference)account.Attributes["fdx_stateprovinceid"]).Id, new ColumnSet("fdx_statecode"))).Attributes["fdx_statecode"].ToString();
fdx_stateid = ((EntityReference)account.Attributes["fdx_stateprovinceid"]).Id;
apiParm += string.Format("&State={0}", fdx_stateprovinceid);
}
}
}
else if (fdx_stateprovinceid != null)
{
step = 2344;
apiParm += string.Format("&State={0}", fdx_stateprovinceid);
}
step = 236;
if (companyname == null)
{
if (account.Attributes.Contains("name"))
{
step = 2360;
companyname = account.Attributes["name"].ToString();
apiParm += string.Format("&Company={0}", companyname);
}
}
else
{
step = 2362;
apiParm += string.Format("&Company={0}", companyname);
}
#endregion
#region Make a Web API Call for the Updated GoYPR scoring, and set the latest GoNogo status in to Account Context
step = 238;
url += apiParm.Remove(0, 1);
#region Commented in order to implement this web api call using PUT instead of POST
/*APIResponse accountObj = new APIResponse();
* step = 240;
* const string token = "8b6asd7-0775-4278-9bcb-c0d48f800112";
* var uri = new Uri(url);
* var request = WebRequest.Create(uri);
* request.Method = WebRequestMethods.Http.Post;
* request.ContentType = "application/json";
* request.ContentLength = 0;
* request.Headers.Add("Authorization", token);
* step = 242;
* using (var getResponse = request.GetResponse())
* {
* step = 2420;
* DataContractJsonSerializer serializer =
* new DataContractJsonSerializer(typeof(APIResponse));
*
* accountObj = (APIResponse)serializer.ReadObject(getResponse.GetResponseStream());
* step = 2422;
* account_context["fdx_gonogo"] = accountObj.goNoGo ? new OptionSetValue(756480000) : new OptionSetValue(756480001);
* step = 2424;
* new_fdx_gonogo = accountObj.goNoGo ? 756480000 : 756480001;
* }*/
#endregion
tracingService.Trace(url);
API_PutResponse accountObj = new API_PutResponse();
step = 240;
const string token = "8b6asd7-0775-4278-9bcb-c0d48f800112";
var uri = new Uri(url);
var request = WebRequest.Create(uri);
request.Method = WebRequestMethods.Http.Put;
request.ContentType = "application/json";
request.ContentLength = 0;
request.Headers.Add("Authorization", token);
step = 242;
using (var getResponse = request.GetResponse())
{
step = 2420;
DataContractJsonSerializer serializer =
new DataContractJsonSerializer(typeof(API_PutResponse));
accountObj = (API_PutResponse)serializer.ReadObject(getResponse.GetResponseStream());
step = 2422;
account_context["fdx_gonogo"] = accountObj.goNoGo ? new OptionSetValue(756480000) : new OptionSetValue(756480001);
step = 2424;
new_fdx_gonogo = accountObj.goNoGo ? 756480000 : 756480001;
}
EntityCollection priceLists = GetPriceListByName(accountObj.priceListName, service);
EntityCollection prospectGroups = GetProspectGroupByName(accountObj.prospectGroup, service);
ProspectData prospectData = GetProspectDataFromWebService(accountObj);
prospectData.PriceListName = accountObj.priceListName;
if (priceLists.Entities.Count == 1)
{
prospectData.PriceListId = priceLists.Entities[0].Id;
}
if (prospectGroups.Entities.Count == 1)
{
prospectData.ProspectGroupId = prospectGroups.Entities[0].Id;
}
tracingService.Trace(GetProspectDataString(prospectData));
tracingService.Trace(Convert.ToString(account_context.Id));
UpdateProspectDataOnAccountUsingImpersonatedService(account_context.Id, prospectData, impersonatedService);
#endregion
#region Select Leads related to Account and Update the latest GoNogo Status and Address attributes
step = 244;
if (new_fdx_gonogo != 0 && old_fdx_goldmineaccountnumber != null)
{
step = 2440;
QueryExpression leadQuery = CRMQueryExpression.getQueryExpression("lead", new ColumnSet("fdx_gonogo", "parentaccountid"), new CRMQueryExpression[] { new CRMQueryExpression("fdx_goldmineaccountnumber", ConditionOperator.Equal, old_fdx_goldmineaccountnumber) });
step = 2442;
EntityCollection leadEntities = service.RetrieveMultiple(leadQuery);
step = 2444;
for (int i = 0; i < leadEntities.Entities.Count; i++)
{
step = 24440;
if (leadEntities.Entities[i].Attributes.Contains("parentaccountid"))
{
step = 244400;
if (((EntityReference)leadEntities.Entities[i].Attributes["parentaccountid"]).Id == account_context.Id)
{
step = 2444000;
Entity lead = new Entity("lead")
{
Id = leadEntities.Entities[i].Id
};
step = 2444002;
lead["fdx_gonogo"] = new OptionSetValue(new_fdx_gonogo);
step = 2444004;
lead["address1_line1"] = address1_line1;
step = 2444006;
lead["address1_city"] = address1_city;
step = 2444008;
lead["address1_country"] = address1_country;
step = 2444010;
if (fdx_stateid != Guid.Empty)
{
lead["fdx_stateprovince"] = new EntityReference("fdx_state", fdx_stateid);
}
else
{
lead["fdx_stateprovince"] = null;
}
step = 2444012;
lead["fdx_zippostalcode"] = new EntityReference("fdx_zipcode", fdx_zipid);
step = 2444014;
lead["companyname"] = companyname;
step = 2444016;
if (account_context.Attributes.Contains("address1_line2"))
{
step = 24440160;
lead["address1_line2"] = account_context.Attributes["address1_line2"].ToString();
}
else if (account.Attributes.Contains("address1_line2"))
{
step = 24440162;
lead["address1_line2"] = account.Attributes["address1_line2"].ToString();
}
else
{
step = 24440164;
lead["address1_line2"] = null;
}
step = 2444018;
if (account_context.Attributes.Contains("address1_line3"))
{
step = 24440180;
lead["address1_line3"] = account_context.Attributes["address1_line3"].ToString();
}
else if (account.Attributes.Contains("address1_line3"))
{
step = 24440182;
lead["address1_line3"] = account.Attributes["address1_line3"].ToString();
}
else
{
step = 24440184;
lead["address1_line3"] = null;
}
step = 2444020;
if (account_context.Attributes.Contains("telephone1"))
{
step = 24440200;
lead["telephone2"] = Regex.Replace(account_context.Attributes["telephone1"].ToString(), @"[^0-9]+", "");
//lead["telephone2"] = account_context.Attributes["telephone1"].ToString();
}
else if (account.Attributes.Contains("telephone1"))
{
step = 24440202;
lead["telephone2"] = Regex.Replace(account.Attributes["telephone1"].ToString(), @"[^0-9]+", "");
//lead["telephone2"] = account.Attributes["telephone1"].ToString();
}
else
{
step = 24440204;
lead["telephone2"] = null;
}
step = 2444022;
if (account_context.Attributes.Contains("telephone2"))
{
step = 24440220;
lead["telephone3"] = Regex.Replace(account_context.Attributes["telephone2"].ToString(), @"[^0-9]+", "");
//lead["telephone3"] = account_context.Attributes["telephone2"].ToString();
}
else if (account.Attributes.Contains("telephone2"))
{
step = 24440222;
lead["telephone3"] = Regex.Replace(account.Attributes["telephone2"].ToString(), @"[^0-9]+", "");
//lead["telephone3"] = account.Attributes["telephone2"].ToString();
}
else
{
step = 24440224;
lead["telephone3"] = null;
}
//Holds some value in this field, to indicate that the Lead is updated by Account Plugin and not by Form
step = 2444024;
lead["fdx_accountcontext"] = "1";
step = 2444026;
UpdateProspectDataOnLead(lead, prospectData);
impersonatedService.Update(lead);
tracingService.Trace("Prospect Data Updated on Lead!");
}
}
}
}
#endregion
#region Select Opportunities related to Account and Update the latest GoNogo Status
step = 246;
if (new_fdx_gonogo != 0 && old_fdx_goldmineaccountnumber != null)
{
step = 2460;
QueryExpression opportunityQuery = CRMQueryExpression.getQueryExpression("opportunity", new ColumnSet("fdx_gonogo", "parentaccountid", "statecode"), new CRMQueryExpression[] { new CRMQueryExpression("fdx_goldmineaccountnumber", ConditionOperator.Equal, old_fdx_goldmineaccountnumber) });
step = 2462;
EntityCollection opportunityEntities = service.RetrieveMultiple(opportunityQuery);
step = 2464;
for (int i = 0; i < opportunityEntities.Entities.Count; i++)
{
tracingService.Trace("Count of Ops- " + opportunityEntities.Entities.Count);
step = 24640;
if (opportunityEntities.Entities[i].Attributes.Contains("parentaccountid"))
{
tracingService.Trace("Account has Data");
step = 246400;
tracingService.Trace("Opp Account Guid : " + ((EntityReference)opportunityEntities.Entities[i].Attributes["parentaccountid"]).Id + "ContextAccountGuid : " + account_context.Id);
tracingService.Trace("If Result: " + (((EntityReference)opportunityEntities.Entities[i].Attributes["parentaccountid"]).Id == account_context.Id));
if (((EntityReference)opportunityEntities.Entities[i].Attributes["parentaccountid"]).Id == account_context.Id)
{
tracingService.Trace("Inside Opportunity Loop");
step = 2464000;
Entity opportunity = new Entity("opportunity")
{
Id = opportunityEntities.Entities[i].Id
};
step = 2464002;
opportunity["fdx_gonogo"] = new OptionSetValue(new_fdx_gonogo);
step = 2464004;
if (((OptionSetValue)opportunityEntities.Entities[i]["statecode"]).Value == 0)
{
UpdateProspectDataOnOpportunity(opportunity, prospectData);
opportunity["fdx_prospectscoreblankmessage"] = prospectData.ProspectScoreBlankMessage;
tracingService.Trace("error- " + prospectData.ProspectScoreBlankMessage);
impersonatedService.Update(opportunity);
tracingService.Trace("Prospect Data Updated on Opportunity!");
}
else
{
service.Update(opportunity);
}
}
}
}
}
step = 248;
#endregion
//Thread.Sleep(120000);
//System.Threading.Thread.Sleep(new TimeSpan(0, 1, 0));
}
}
catch (FaultException <OrganizationServiceFault> ex)
{
throw new InvalidPluginExecutionException(string.Format("An error occurred in the Updating Go/No-go Status to Account in plug-in at Step {0}. " + ex.Message, step), ex);
}
catch (Exception ex)
{
tracingService.Trace("Account_AddressUpdateHandler: step {0}, {1}", step, ex.ToString());
throw;
}
}
}