/// <summary>
/// Execute FetchXMl query to retrieve related data
/// </summary>
/// <param name="relatedQuery">Related query</param>
/// <param name="primaryEntity">primary entity</param>
/// <param name="parameters">list of parameters attribute</param>
/// <param name="filter">list of filter which need to apply</param>
/// <param name="service">organization service</param>
/// <returns>collection of related entities</returns>
internal static EntityCollection RetrieveRelatedEntity(Entity relatedQuery, Entity primaryEntity, Dictionary <string, dynamic> parameters, List <QueryFilter> filter, IOrganizationService service)
{
if (relatedQuery.Contains("didd_query") && relatedQuery.Contains("didd_sequencenumber"))
{
// Query string in from of fetchXMl
string queryString = Convert.ToString(relatedQuery.Attributes["didd_query"], CultureInfo.InvariantCulture);
// Replace Placeholder in query string
string query = NotificationTokenReplacer.ReplacePlaceHolders(null, primaryEntity, parameters, string.Empty, queryString);
// get filter to apply for query string
var queryFilter = filter.Where(x => x.SequenceNumber == (int)relatedQuery.Attributes["didd_sequencenumber"]).OrderBy(o => o.SubsequenceNumber).ToList <QueryFilter>();
// add filter in query string
List <string> param = new List <string>();
foreach (var lst in queryFilter)
{
param.Add(lst.Value);
}
// Execute query string
FetchExpression fetchQuery = new FetchExpression(string.Format(CultureInfo.InvariantCulture, query, param.ToArray <string>()));
return(service.RetrieveMultiple(fetchQuery));
}
else
{
throw new InvalidPluginExecutionException(string.Format(CultureInfo.InvariantCulture, "Notification Template Data Query is not configured properly. Please contact administrator."));
}
}
/// <summary>
/// Get Party List through custom query
/// </summary>
/// <param name="customQuery">custom query</param>
/// <param name="primaryEntity">primary record</param>
/// <param name="parameters">list of parameters attribute</param>
/// <param name="service">organization service</param>
/// <returns>collection of custom party</returns>
internal static EntityCollection GetCustomPartyList(string customQuery, Entity primaryEntity, Dictionary <string, dynamic> parameters, IOrganizationService service)
{
// execute fetch query dynamically for custom party list
string fetchPartyListQuery = NotificationTokenReplacer.ReplacePlaceHolders(null, primaryEntity, parameters, null, customQuery);
FetchExpression fetchQuery = new FetchExpression(fetchPartyListQuery);
return(service.RetrieveMultiple(fetchQuery));
}
/// <summary>
/// Create Email
/// </summary>
/// <param name="relatedEntity">Related entity</param>
/// <param name="toParty">Email to</param>
/// <param name="carbonCopyParty">Email carbon copy</param>
/// <param name="bccParty">Email blank carbon copy</param>
/// <param name="task">created task entity</param>
/// <param name="globalConfiguration">global config details</param>
/// <param name="emailObject">email object</param>
/// <returns>created email record id</returns>
internal static Entity CreateEmailInstance(Entity relatedEntity, List <PartyList> toParty, List <PartyList> carbonCopyParty, List <PartyList> bccParty, Entity task, Dictionary <string, dynamic> globalConfiguration, Entity emailObject)
{
// initialize email entity components
var fromActivityParty = new EntityCollection();
var toActivityParty = new EntityCollection();
var carbonCopyActivityParty = new EntityCollection();
var bccActivityParty = new EntityCollection();
// get email instance
Entity email = null;
if (emailObject == null)
{
email = new Entity("email");
}
else
{
email = emailObject;
}
// Add email subject
if (relatedEntity.Contains("emailsubject"))
{
email.Attributes["subject"] = (string)relatedEntity.Attributes["emailsubject"];
}
// Add From
Entity activityParty = new Entity("activityparty");
activityParty.Attributes["partyid"] = (EntityReference)globalConfiguration["SendEmailFrom"];
fromActivityParty.Entities.Add(activityParty);
// Add to in activity party list
foreach (PartyList lst in toParty)
{
Entity activityparty = new Entity("activityparty");
activityparty.Attributes["partyid"] = lst.PartyId;
toActivityParty.Entities.Add(activityparty);
}
// Add cc in activity party list
foreach (PartyList lst in carbonCopyParty)
{
Entity activityparty = new Entity("activityparty");
activityparty.Attributes["partyid"] = lst.PartyId;
carbonCopyActivityParty.Entities.Add(activityparty);
}
// add bcc in activity party list
foreach (PartyList lst in bccParty)
{
Entity activityparty = new Entity("activityparty");
activityparty.Attributes["partyid"] = lst.PartyId;
bccActivityParty.Entities.Add(activityparty);
}
if (toActivityParty.Entities.Count > 0)
{
email.Attributes["to"] = toActivityParty;
}
if (carbonCopyActivityParty.Entities.Count > 0)
{
email.Attributes["cc"] = carbonCopyActivityParty;
}
if (bccActivityParty.Entities.Count > 0)
{
email.Attributes["bcc"] = bccActivityParty;
}
if (fromActivityParty.Entities.Count > 0)
{
email.Attributes["from"] = fromActivityParty;
}
// add email description
if (task == null && relatedEntity.Contains("emaildescription"))
{
email.Attributes["description"] = (string)relatedEntity.Attributes["emaildescription"];
}
else if (task != null && relatedEntity.Contains("emaildescription"))
{
// if task is associated with email, then add task URL
string taskURL = NotificationTokenReplacer.ReplaceURL(task, (string)globalConfiguration["RecordBaseURL"]);
string emailDescription = (string)relatedEntity.Attributes["emaildescription"];
emailDescription = emailDescription.Replace("{!%URL}", taskURL);
email.Attributes["description"] = emailDescription;
}
// add regarding
if (relatedEntity.Contains("regarding"))
{
email.Attributes["regardingobjectid"] = (EntityReference)relatedEntity.Attributes["regarding"];
}
// Guid emailId = service.Create(email);
return(email);
}
/// <summary>
/// Send Notifications to stake holders based on Configuration data
/// </summary>
/// <param name="pluginContext">execution context</param>
/// <param name="service">organization service</param>
/// <param name="tracing">tracing service</param>
public void SendNotifications(IExecutionContext pluginContext, IOrganizationService service, ITracingService tracing)
{
if (tracing == null || pluginContext == null || service == null)
{
return;
}
tracing.Trace(string.Format(CultureInfo.InvariantCulture, "{0}: Entering NotifyStakeHolders.", "PostNotifyHelper"));
tracingService = tracing;
// get Notification global configuration data
this.globalConfiguration = NotificationDataContext.GetNotificationGlobalData(service);
// Extracting Input parameter from Action
Guid recordId = new Guid((string)pluginContext.InputParameters["EntityRecordId"]);
string filterCondition = (string)pluginContext.InputParameters["FilterCondition"];
string templateValue = (string)pluginContext.InputParameters["TemplateId"];
string entityLogicalName = (string)pluginContext.InputParameters["EntityLogicalName"];
string parameterCollections = (string)pluginContext.InputParameters["ParameterCollections"];
string partyListParameters = (string)pluginContext.InputParameters["PartyListParameters"];
if (string.IsNullOrEmpty(parameterCollections))
{
parameterCollections = "[]";
}
if (string.IsNullOrEmpty(partyListParameters))
{
partyListParameters = "[]";
}
tracingService.Trace("Party List Parameters :- " + partyListParameters);
Dictionary <string, dynamic> parameter = (Dictionary <string, dynamic>)JsonHelper.GetObject(parameterCollections, new Dictionary <string, dynamic>().GetType());
Guid templateId = NotificationDataContext.GetNotificationTemplateId(templateValue, service);
List <QueryFilter> filter = NotificationDataContext.GetFilterCriteria(filterCondition);
Entity primaryEntity = NotificationDataContext.GetPrimaryEntity(entityLogicalName, recordId, service);
// Get Notification Template Entity data
EntityCollection notificationTemplate = NotificationDataContext.RetrieveNotificationTemplate(templateId, service);
// Get Notification Template Query Entity data
EntityCollection relatedQueries = NotificationDataContext.RetrieveRelatedQueries(templateId, service);
int countQueries = relatedQueries.Entities.Count;
List <Entity> relatedEntities = new List <Entity>();
// if no related entity is found, work on primary entity
if (countQueries == 0)
{
relatedQueries = new EntityCollection();
relatedQueries.EntityName = entityLogicalName;
relatedQueries.Entities.Add(primaryEntity);
relatedEntities.AddRange(relatedQueries.Entities);
}
// Execute Related Queries
for (int i = 0; i < countQueries; i++)
{
var relatedEntityColl = NotificationDataContext.RetrieveRelatedEntity(relatedQueries.Entities[i], primaryEntity, parameter, filter, service);
if (relatedEntityColl.Entities.Count > 0)
{
relatedEntities.AddRange(relatedEntityColl.Entities);
}
}
// remove duplicates from related Query
relatedEntities = relatedEntities.GroupBy(x => x.Id).Select(r => r.First()).ToList <Entity>();
Guid?emailTemplateId = null;
int? emailTemplateOption = null;
if (notificationTemplate[0].Contains("didd_emailtemplate") && notificationTemplate[0].Contains("didd_emailtemplateoption"))
{
emailTemplateId = RenderEmailTemplate.GetTemplateId((string)notificationTemplate[0].Attributes["didd_emailtemplate"], service);
emailTemplateOption = ((OptionSetValue)notificationTemplate[0].Attributes["didd_emailtemplateoption"]).Value;
}
if (relatedEntities == null || relatedEntities.Count == 0)
{
// no relatedentities records found
return;
}
// Get setup data from notification template
bool isTask = (bool)notificationTemplate.Entities[0].Attributes["didd_task"];
bool isEmail = (bool)notificationTemplate.Entities[0].Attributes["didd_email"];
bool isSendEmail = (bool)notificationTemplate.Entities[0].Attributes["didd_sendemail"];
// Replace token in notification template
NotificationTokenReplacer ndr = new NotificationTokenReplacer();
ndr.ReplaceTemplateData(primaryEntity, relatedEntities, parameter, notificationTemplate.Entities[0], this.globalConfiguration["RecordBaseURL"]);
// Get all party List defined in notification template party
List <PartyList> partylist = NotificationPartyHandler.GetTemplateParties(notificationTemplate, primaryEntity, parameter, partyListParameters, this.globalConfiguration, service);
if (isTask && isEmail)
{
// Create Email and task both and embed link of task into email
EntityCollection entColl = NotificationPartyHandler.GenerateEmailAndTask(relatedEntities, partylist, this.globalConfiguration, emailTemplateId, emailTemplateOption, service);
RenderEmailTemplate.ProcessEmail(entColl, isSendEmail, emailTemplateId, emailTemplateOption, service);
}
else if (isTask && !isEmail)
{
// Create task
NotificationPartyHandler.GenerateTask(relatedEntities, partylist, service);
}
else if (!isTask && isEmail)
{
// Create Email
EntityCollection entColl = NotificationPartyHandler.GenerateEmail(relatedEntities, partylist, this.globalConfiguration, emailTemplateId, emailTemplateOption, service);
RenderEmailTemplate.ProcessEmail(entColl, isSendEmail, emailTemplateId, emailTemplateOption, service);
}
tracingService.Trace(string.Format(CultureInfo.InvariantCulture, "{0}: Exiting NotifyStakeHolders.", "PostNotifyHelper"));
}
