/// <summary>
/// Executes the plug-in.
/// </summary>
/// <param name="localContext">The <see cref="LocalPluginContext"/> which contains the
/// <see cref="IPluginExecutionContext"/>,
/// <see cref="IOrganizationService"/>
/// and <see cref="ITracingService"/>
/// </param>
/// <remarks>
/// For improved performance, Microsoft Dynamics CRM caches plug-in instances.
/// The plug-in's Execute method should be written to be stateless as the constructor
/// is not called for every invocation of the plug-in. Also, multiple system threads
/// could execute the plug-in at the same time. All per invocation state information
/// is stored in the context. This means that you should not use global variables in plug-ins.
/// </remarks>
protected void ExecutePostProspectInquiryCreate(LocalPluginContext localContext)
{
if (localContext == null)
{
throw new ArgumentNullException("localContext");
}
IPluginExecutionContext context = localContext.PluginExecutionContext;
IOrganizationService service = localContext.OrganizationService;
ITracingService trace = localContext.TracingService;
Entity prospectInquiryEntity = (Entity)context.InputParameters["Target"];
string message = context.MessageName;
string error = "";
try
{
ProspectInquiryHandler prospectInquiryHandler = new ProspectInquiryHandler(service, trace);
prospectInquiryHandler.SetCity(prospectInquiryEntity);
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(String.Concat("(Exception)\n", ex.Message, Environment.NewLine, ex.StackTrace, Environment.NewLine, error));
}
}
/// <summary>
/// Executes the plug-in.
/// </summary>
/// <param name="localContext">The <see cref="LocalPluginContext"/> which contains the
/// <see cref="IPluginExecutionContext"/>,
/// <see cref="IOrganizationService"/>
/// and <see cref="ITracingService"/>
/// </param>
/// <remarks>
/// For improved performance, Microsoft Dynamics CRM caches plug-in instances.
/// The plug-in's Execute method should be written to be stateless as the constructor
/// is not called for every invocation of the plug-in. Also, multiple system threads
/// could execute the plug-in at the same time. All per invocation state information
/// is stored in the context. This means that you should not use global variables in plug-ins.
/// </remarks>
protected void ExecutePreValidateProspectInquiryDelete(LocalPluginContext localContext)
{
if (localContext == null)
{
throw new ArgumentNullException("localContext");
}
IPluginExecutionContext context = localContext.PluginExecutionContext;
IOrganizationService service = localContext.OrganizationService;
ITracingService trace = localContext.TracingService;
var prospectInquiryId = (EntityReference)context.InputParameters["Target"];
try
{
EntityCollection prospectInquiryRecords = CommonHandler.RetrieveRecordsByOneValue("lead", "leadid", prospectInquiryId.Id, service,
null, OrderType.Ascending, new[] { "leadid", "statecode" });
if (prospectInquiryRecords != null && prospectInquiryRecords.Entities.Count > 0)
{
ProspectInquiryHandler prospectInquiryHandler = new ProspectInquiryHandler(service, trace);
prospectInquiryHandler.RestrictProspectInquiryDelete(prospectInquiryRecords.Entities[0]);
}
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(ex.Message);
}
}
public void CreateOpportunity()
{
#region 1. Setup / Arrange
var orgServiceMock = new Mock<IOrganizationService>();
var orgService = orgServiceMock.Object;
var orgTracingMock = new Mock<ITracingService>();
var orgTracing = orgTracingMock.Object;
#region ProspectInquiry EntityCollection
var ProspectInquiryCollection = new EntityCollection
{
EntityName = "lead",
Entities =
{
new Entity
{
Id = Guid.NewGuid(),
LogicalName = "lead",
EntityState = EntityState.Changed,
Attributes = new AttributeCollection
{
{"gsc_qualified", true}
}
}
}
};
#endregion
#endregion
#region 2. Call/Action
var ProspectInquiryHandler = new ProspectInquiryHandler(orgService, orgTracing);
Entity OpportunityEntity = ProspectInquiryHandler.CreateOpportunity(ProspectInquiryCollection.Entities[0]);
#endregion
#region 3. Verify
Assert.AreEqual(ProspectInquiryCollection.Entities[0].Id, OpportunityEntity.GetAttributeValue<EntityReference>("originatinglead").Id);
#endregion
}
public void CreateCorporateIndividual()
{
#region 1. Setup / Arrange
var orgServiceMock = new Mock <IOrganizationService>();
var orgService = orgServiceMock.Object;
var orgTracingMock = new Mock <ITracingService>();
var orgTracing = orgTracingMock.Object;
var sampleGuid = new Guid("ccfa2910-fa16-4c77-9c73-a2e646a2fe44");
#region Collection Entity
var ContactCollection = new EntityCollection()
{
EntityName = "account",
Entities =
{
}
};
#endregion
#region Prospect EntityCollection
var ProspectCollection = new EntityCollection
{
EntityName = "gsc_sls_prospect",
Entities =
{
new Entity
{
Id = Guid.NewGuid(),
LogicalName = "gsc_sls_prospect",
EntityState = EntityState.Changed,
Attributes = new AttributeCollection
{
{ "gsc_customertype", new OptionSetValue(100000001) },
{ "gsc_firstname", "Leslie" },
{ "gsc_middlename", "G" },
{ "gsc_lastname", "Baliguat" },
{ "gsc_emailaddress", "*****@*****.**" },
{ "gsc_mobileno", "1" },
{ "gsc_alternatecontactno", "2" },
{ "gsc_fax", "3" },
{ "gsc_gender", new OptionSetValue(1) },
{ "gsc_maritalstatus", new OptionSetValue(1) },
{ "gsc_countryid", new EntityReference("country", sampleGuid)},
{ "gsc_provinceid", new EntityReference("province", sampleGuid)},
{ "gsc_cityid", new EntityReference("city", sampleGuid)},
{ "gsc_street", "1" },
{ "gsc_zipcode", "1" },
{ "gsc_dealerid", new EntityReference("account", sampleGuid)},
{ "gsc_branchid", new EntityReference("account", sampleGuid)},
{ "gsc_recordownerid", new EntityReference("contact", sampleGuid)},
{ "gsc_companyname", "Star Magic" },
{ "gsc_phone", "2" },
{ "gsc_website", "www.starmagic.com" },
}
}
}
};
#endregion
#region ProspectInquiry EntityCollection
var ProspectInquiryCollection = new EntityCollection
{
EntityName = "lead",
Entities =
{
new Entity
{
Id = Guid.NewGuid(),
LogicalName = "lead",
EntityState = EntityState.Changed,
Attributes = new AttributeCollection
{
{ "gsc_qualified", true },
{ "gsc_prospectid", new EntityReference(ProspectCollection.EntityName, ProspectCollection.Entities[0].Id)},
{ "parentaccountid", null },
{ "parentcontactid", null }
}
}
}
};
#endregion
orgServiceMock.Setup((service => service.RetrieveMultiple(
It.Is <QueryExpression>(expression => expression.EntityName == ProspectCollection.EntityName)
))).Returns(ProspectCollection);
orgServiceMock.Setup((service => service.RetrieveMultiple(
It.Is <QueryExpression>(expression => expression.EntityName == ContactCollection.EntityName)
))).Returns(ContactCollection);
orgServiceMock.Setup(service => service.Retrieve(
It.IsAny <string>(),
It.IsAny <Guid>(),
It.IsAny <ColumnSet>())).Returns(ProspectInquiryCollection.Entities[0]);
orgServiceMock.Setup((service => service.Update(It.Is <Entity>(entity => entity.LogicalName == ProspectInquiryCollection.Entities[0].LogicalName)))).Callback <Entity>(s => ProspectInquiryCollection.Entities[0] = s);
#endregion
#region 2. Call/Action
var ProspectInquiryHandler = new ProspectInquiryHandler(orgService, orgTracing);
Entity ContactEntity = ProspectInquiryHandler.CreateCustomer(ProspectInquiryCollection.Entities[0]);
#endregion
#region 3. Verify
//Assert.AreEqual(ProspectCollection.Entities[0].GetAttributeValue<OptionSetValue>("gsc_customertype").Value - 1, ContactEntity.GetAttributeValue<OptionSetValue>("gsc_customertype").Value);
//Assert.AreEqual(ProspectCollection.Entities[0].GetAttributeValue<String>("gsc_companyname"), ContactEntity.GetAttributeValue<String>("name"));
//Assert.AreEqual(ProspectCollection.Entities[0].GetAttributeValue<String>("gsc_phone"), ContactEntity.GetAttributeValue<String>("telephone1"));
//Assert.AreEqual(ProspectCollection.Entities[0].GetAttributeValue<String>("gsc_website"), ContactEntity.GetAttributeValue<String>("websiteurl"));
//Assert.AreEqual(ProspectCollection.Entities[0].GetAttributeValue<String>("gsc_fax"), ContactEntity.GetAttributeValue<String>("fax"));
//Assert.AreEqual(ProspectCollection.Entities[0].GetAttributeValue<EntityReference>("gsc_countryid").Id, ContactEntity.GetAttributeValue<EntityReference>("gsc_countryid").Id);
//Assert.AreEqual(ProspectCollection.Entities[0].GetAttributeValue<EntityReference>("gsc_provinceid").Id, ContactEntity.GetAttributeValue<EntityReference>("gsc_provinceid").Id);
//Assert.AreEqual(ProspectCollection.Entities[0].GetAttributeValue<EntityReference>("gsc_cityid").Id, ContactEntity.GetAttributeValue<EntityReference>("gsc_cityid").Id);
//Assert.AreEqual(ProspectCollection.Entities[0].GetAttributeValue<String>("gsc_street"), ContactEntity.GetAttributeValue<String>("address1_line1"));
//Assert.AreEqual(ProspectCollection.Entities[0].GetAttributeValue<String>("gsc_zipcode"), ContactEntity.GetAttributeValue<String>("address1_postalcode"));
//Assert.AreEqual(ProspectCollection.Entities[0].GetAttributeValue<EntityReference>("gsc_dealerid").Id, ContactEntity.GetAttributeValue<EntityReference>("gsc_dealerid").Id);
//Assert.AreEqual(ProspectCollection.Entities[0].GetAttributeValue<EntityReference>("gsc_branchid").Id, ContactEntity.GetAttributeValue<EntityReference>("gsc_branchid").Id);
//Assert.AreEqual(ProspectCollection.Entities[0].GetAttributeValue<EntityReference>("gsc_recordownerid").Id, ContactEntity.GetAttributeValue<EntityReference>("gsc_recordownerid").Id);
//Assert.AreEqual(true, ContactEntity.GetAttributeValue<Boolean>("gsc_isaccount"));
//Assert.AreEqual(true, ContactEntity.GetAttributeValue<Boolean>("gsc_ispotential"));
//Assert.AreEqual(true, ContactEntity.GetAttributeValue<Boolean>("gsc_prospect"));
Assert.AreEqual(true, ProspectInquiryCollection.Entities[0].GetAttributeValue <EntityReference>("parentcontactid") == null);
Assert.AreEqual(false, ProspectInquiryCollection.Entities[0].GetAttributeValue <EntityReference>("parentaccountid") == null);
#endregion
}
public void ConcatenateVehicleInfoWithNullValues()
{
#region 1. Setup / Arrange
var orgServiceMock = new Mock <IOrganizationService>();
var orgService = orgServiceMock.Object;
var orgTracingMock = new Mock <ITracingService>();
var orgTracing = orgTracingMock.Object;
#region Vehicle Base Model Entity
var VehicleBaseModelCollection = new EntityCollection()
{
EntityName = "gsc_iv_vehiclebasemodel",
Entities =
{
new Entity
{
Id = Guid.NewGuid(),
LogicalName = "gsc_iv_vehiclebasemodel",
Attributes =
{
{ "gsc_basemodelpn", "Strada" }
}
}
}
};
#endregion
#region ProspectInquiry EntityCollection
var ProspectInquiryCollection = new EntityCollection
{
EntityName = "lead",
Entities =
{
new Entity
{
Id = Guid.NewGuid(),
LogicalName = "lead",
EntityState = EntityState.Changed,
Attributes = new AttributeCollection
{
{ "gsc_vehiclebasemodelid", new EntityReference() },
{ "fullname", "" },
{ "topic", "" },
}
}
}
};
#endregion
orgServiceMock.Setup((service => service.RetrieveMultiple(
It.Is <QueryExpression>(expression => expression.EntityName == VehicleBaseModelCollection.EntityName)
))).Returns(VehicleBaseModelCollection);
#endregion
#region 2. Call/Action
var ProspectInquiryHandler = new ProspectInquiryHandler(orgService, orgTracing);
String Subject = ProspectInquiryHandler.ConcatenateVehicleInfo(ProspectInquiryCollection.Entities[0], "Create");
#endregion
#region 3. Verify
var vehiclemodel = VehicleBaseModelCollection.Entities[0]["gsc_basemodelpn"];
var fullname = ProspectInquiryCollection.Entities[0]["fullname"];
var topic = fullname + " - " + vehiclemodel;
Assert.AreEqual(topic, Subject);
#endregion
}
public void ReplicateProspectInfoUnitTest()
{
#region 1. Setup / Arrange
var orgServiceMock = new Mock <IOrganizationService>();
var orgService = orgServiceMock.Object;
var orgTracingMock = new Mock <ITracingService>();
var orgTracing = orgTracingMock.Object;
#region Prospect EntityCollection
var ProspectCollection = new EntityCollection
{
EntityName = "gsc_sls_prospect",
Entities =
{
new Entity
{
Id = Guid.NewGuid(),
LogicalName = "gsc_sls_prospect",
EntityState = EntityState.Changed,
Attributes = new AttributeCollection
{
{ "gsc_firstname", "Mark" },
{ "gsc_middlename", "" },
{ "gsc_lastname", "Opaco" },
{ "gsc_mobileno", "09123456789" },
{ "gsc_emailaddress", "*****@*****.**" },
{ "gsc_street", "Antipolo St." },
{ "gsc_cityid", new EntityReference("gsc_syscity", Guid.NewGuid())
{
Name = "Manila"
} },
{ "gsc_provinceid", new EntityReference("gsc_sysregion", Guid.NewGuid())
{
Name = "Manila"
} },
{ "gsc_countryid", new EntityReference("gsc_syscountry", Guid.NewGuid())
{
Name = "Philippines"
} },
}
}
}
};
#endregion
#region ProspectInquiry EntityCollection
var ProspectInquiryCollection = new EntityCollection
{
EntityName = "Prospect Inquiry",
Entities =
{
new Entity
{
Id = Guid.NewGuid(),
LogicalName = "lead",
EntityState = EntityState.Created,
Attributes = new AttributeCollection
{
{ "firstname", "" },
{ "middlename", "" },
{ "lastname", "" },
{ "fullname", "" },
{ "mobilephone", "" },
{ "emailaddress1", "" },
{ "address1_line1", "" },
{ "address1_city", "" },
{ "address1_stateorprovince", "" },
{ "address1_country", "" },
{ "gsc_prospectid", new EntityReference("gsc_sls_prospect", ProspectCollection.Entities[0].Id)},
}
}
}
};
#endregion
orgServiceMock.Setup((service => service.RetrieveMultiple(
It.Is <QueryExpression>(expression => expression.EntityName == ProspectCollection.EntityName)
))).Returns(ProspectCollection);
#endregion
#region 2. Call/Action
var ProspectInquiryHandler = new ProspectInquiryHandler(orgService, orgTracing);
Entity prospectInquiry = ProspectInquiryHandler.ReplicateProspectInfo(ProspectInquiryCollection.Entities[0]);
#endregion
#region 3. Verify
var fullname = ProspectCollection.Entities[0]["gsc_firstname"] + " " + ProspectCollection.Entities[0]["gsc_lastname"];
Assert.AreEqual(ProspectCollection.Entities[0]["gsc_firstname"], prospectInquiry["firstname"]);
Assert.AreEqual(ProspectCollection.Entities[0]["gsc_middlename"], prospectInquiry["middlename"]);
Assert.AreEqual(ProspectCollection.Entities[0]["gsc_lastname"], prospectInquiry["lastname"]);
Assert.AreEqual(fullname, prospectInquiry["fullname"]);
Assert.AreEqual(ProspectCollection.Entities[0]["gsc_mobileno"], prospectInquiry["mobilephone"]);
Assert.AreEqual(ProspectCollection.Entities[0]["gsc_emailaddress"], prospectInquiry["emailaddress1"]);
Assert.AreEqual(ProspectCollection.Entities[0]["gsc_street"], prospectInquiry["address1_line1"]);
Assert.AreEqual(ProspectCollection.Entities[0].GetAttributeValue <EntityReference>("gsc_cityid").Name, prospectInquiry["address1_city"]);
Assert.AreEqual(ProspectCollection.Entities[0].GetAttributeValue <EntityReference>("gsc_provinceid").Name, prospectInquiry["address1_stateorprovince"]);
Assert.AreEqual(ProspectCollection.Entities[0].GetAttributeValue <EntityReference>("gsc_countryid").Name, prospectInquiry["address1_country"]);
#endregion
}
/// <summary>
/// Executes the plug-in.
/// </summary>
/// <param name="localContext">The <see cref="LocalPluginContext"/> which contains the
/// <see cref="IPluginExecutionContext"/>,
/// <see cref="IOrganizationService"/>
/// and <see cref="ITracingService"/>
/// </param>
/// <remarks>
/// For improved performance, Microsoft Dynamics CRM caches plug-in instances.
/// The plug-in's Execute method should be written to be stateless as the constructor
/// is not called for every invocation of the plug-in. Also, multiple system threads
/// could execute the plug-in at the same time. All per invocation state information
/// is stored in the context. This means that you should not use global variables in plug-ins.
/// </remarks>
protected void ExecutePostProspectInquiryUpdate(LocalPluginContext localContext)
{
if (localContext == null)
{
throw new ArgumentNullException("localContext");
}
IPluginExecutionContext context = localContext.PluginExecutionContext;
IOrganizationService service = localContext.OrganizationService;
ITracingService trace = localContext.TracingService;
Entity preImageEntity = (context.PreEntityImages != null && context.PreEntityImages.Contains(this.preImageAlias)) ? context.PreEntityImages[this.preImageAlias] : null;
Entity postImageEntity = (context.PostEntityImages != null && context.PostEntityImages.Contains(this.postImageAlias)) ? context.PostEntityImages[this.postImageAlias] : null;
if (!(context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity))
{
return;
}
if (postImageEntity.LogicalName != "lead")
{
return;
}
string message = context.MessageName;
if (context.Mode == 0) //synchronous plugin
{
try
{
ProspectInquiryHandler prospectInquiryHandler = new ProspectInquiryHandler(service, trace);
var preImageBaseModelId = preImageEntity.Contains("gsc_vehiclebasemodelid")
? preImageEntity.GetAttributeValue <EntityReference>("gsc_vehiclebasemodelid").Id
: Guid.Empty;
var preImageDisqualified = preImageEntity.GetAttributeValue <Boolean>("gsc_disqualified");
var preImageDisqualifiedStatusReason = preImageEntity.Contains("gsc_disqualifiedstatusreason")
? preImageEntity.GetAttributeValue <Int32>("gsc_disqualifiedstatusreason")
: 0;
var preImageQualified = preImageEntity.GetAttributeValue <Boolean>("gsc_qualified");
var preImageCityName = preImageEntity.Contains("gsc_cityname") ? preImageEntity.GetAttributeValue <string>("gsc_cityname")
: String.Empty;
var preImageCityIdName = preImageEntity.Contains("gsc_cityid") ? preImageEntity.GetAttributeValue <EntityReference>("gsc_cityid").Name
: String.Empty;
var postImageBaseModelId = postImageEntity.Contains("gsc_vehiclebasemodelid")
? postImageEntity.GetAttributeValue <EntityReference>("gsc_vehiclebasemodelid").Id
: Guid.Empty;
var postImageDisqualified = postImageEntity.GetAttributeValue <Boolean>("gsc_disqualified");
var postImageDisqualifiedStatusReason = postImageEntity.Contains("gsc_disqualifiedstatusreason")
? postImageEntity.GetAttributeValue <Int32>("gsc_disqualifiedstatusreason")
: 0;
var postImageQualified = postImageEntity.GetAttributeValue <Boolean>("gsc_qualified");
var postImageCityName = postImageEntity.Contains("gsc_cityname") ? postImageEntity.GetAttributeValue <string>("gsc_cityname")
: String.Empty;
var postImageCityIdName = postImageEntity.Contains("gsc_cityid") ? postImageEntity.GetAttributeValue <EntityReference>("gsc_cityid").Name
: String.Empty;
//execute the method when Base Model Id was changed
if (preImageBaseModelId != postImageBaseModelId)
{
prospectInquiryHandler.ConcatenateVehicleInfo(postImageEntity, message);
}
//Call DisqualifyProspectInquiry method on Disqualified and Disqualified Status Reason change
if (preImageDisqualified != postImageDisqualified && preImageDisqualifiedStatusReason != postImageDisqualifiedStatusReason)
{
prospectInquiryHandler.DisqualifyProspectInquiry(postImageEntity);
}
//Call QualifyProsctInquiry
if (preImageQualified != postImageQualified)
{
prospectInquiryHandler.CreateCustomer(postImageEntity);
prospectInquiryHandler.CreateOpportunity(postImageEntity);
prospectInquiryHandler.QualifyProspectInquiry(postImageEntity);
}
if (postImageCityName != postImageCityIdName && postImageCityName != String.Empty && preImageCityIdName == postImageCityIdName)
{
prospectInquiryHandler.SetCity(postImageEntity);
}
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(String.Concat(ex.Message));
}
}
}
/// <summary>
/// Executes the plug-in.
/// </summary>
/// <param name="localContext">The <see cref="LocalPluginContext"/> which contains the
/// <see cref="IPluginExecutionContext"/>,
/// <see cref="IOrganizationService"/>
/// and <see cref="ITracingService"/>
/// </param>
/// <remarks>
/// For improved performance, Microsoft Dynamics CRM caches plug-in instances.
/// The plug-in's Execute method should be written to be stateless as the constructor
/// is not called for every invocation of the plug-in. Also, multiple system threads
/// could execute the plug-in at the same time. All per invocation state information
/// is stored in the context. This means that you should not use global variables in plug-ins.
/// </remarks>
protected void ExecutePreProspectInquiryCreate(LocalPluginContext localContext)
{
if (localContext == null)
{
throw new ArgumentNullException("localContext");
}
IPluginExecutionContext context = localContext.PluginExecutionContext;
IOrganizationService service = localContext.OrganizationService;
ITracingService trace = localContext.TracingService;
Entity prospectInquiry = (Entity)context.InputParameters["Target"];
if (!(context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity))
{
return;
}
if (prospectInquiry.LogicalName != "lead")
{
return;
}
string message = context.MessageName;
if (context.Mode == 0) //synchronous plugin
{
try
{
ProspectInquiryHandler prospectInquiryHandler = new ProspectInquiryHandler(service, trace);
prospectInquiryHandler.GetDefaultTax();
prospectInquiryHandler.ReplicateProspectInfo(prospectInquiry);
prospectInquiryHandler.ConcatenateVehicleInfo(prospectInquiry, message);
//set Portal User Id
prospectInquiry["gsc_portaluserid"] = prospectInquiry.GetAttributeValue <EntityReference>("gsc_recordownerid") != null
? prospectInquiry.GetAttributeValue <EntityReference>("gsc_recordownerid").Id.ToString()
: String.Empty;
//Set Name for corporate
var prospectType = prospectInquiry.Contains("gsc_prospecttype") ? prospectInquiry.GetAttributeValue <OptionSetValue>("gsc_prospecttype").Value : 0;
if (prospectType != 100000000)
{
prospectInquiry["gsc_prospectname"] = prospectInquiry.GetAttributeValue <String>("companyname") != null
? prospectInquiry.GetAttributeValue <String>("companyname")
: String.Empty;
}
else
{
prospectInquiry["gsc_prospectname"] = prospectInquiry.GetAttributeValue <String>("fullname") != null
? prospectInquiry.GetAttributeValue <String>("fullname")
: String.Empty;
}
if (prospectInquiryHandler.CheckForExistingRecords(prospectInquiry) == true)
{
throw new InvalidPluginExecutionException("This record has been identified as a fraud account. Please ask the customer to provide further information.");
}
}
catch (Exception ex)
{
if (ex.Message.Contains("This record has been identified as a fraud account. Please ask the customer to provide further information."))
{
throw new InvalidPluginExecutionException("This record has been identified as a fraud account. Please ask the customer to provide further information.");
}
else
{
throw new InvalidPluginExecutionException(ex.Message);
}
}
}
}