protected void SaveButton_Click(object sender, EventArgs args)
{
foreach (GridViewRow row in NewOpportunitiesList.Rows)
{
var dataKey = new Guid(NewOpportunitiesList.DataKeys[row.RowIndex].Value.ToString());
var cellCount = row.Cells.Count;
var acceptCell = row.Cells[cellCount - 2];
var accept = acceptCell.FindControl(dataKey + "_accept") as CheckBox;
var declineCell = row.Cells[cellCount - 1];
var decline = declineCell.FindControl(dataKey + "_decline") as CheckBox;
var opportunity = XrmContext.CreateQuery("opportunity").FirstOrDefault(o => o.GetAttributeValue <Guid>("opportunityid") == dataKey);
if (SavedOpportunities.Contains(dataKey.ToString()) ||
(!accept.Checked && !decline.Checked) || (accept.Checked && decline.Checked))
{
continue;
}
var partnerReference = opportunity.GetAttributeValue <EntityReference>("msa_partnerid");
if (partnerReference == null)
{
continue;
}
var partner = XrmContext.CreateQuery("account").First(a => a.GetAttributeValue <Guid>("accountid") == partnerReference.Id);
var oppPermissions = XrmContext.GetOpportunityAccessByContactForParentAccount(Contact).Where(oa =>
oa.GetAttributeValue <bool?>("adx_acceptdecline").GetValueOrDefault(false));
if (partner.GetAttributeValue <int?>("adx_numberofopportunitiesdelivered").GetValueOrDefault(0) == 0)
{
partner.SetAttributeValue("adx_numberofopportunitiesdelivered", 1);
}
var touchrate = (double)(partner.GetAttributeValue <int?>("adx_numberofopportunitiesaccepted").GetValueOrDefault(0) + (partner.GetAttributeValue <int?>("adx_numberofopportunitiesdeclined").GetValueOrDefault(0))) / (partner.GetAttributeValue <int?>("adx_numberofopportunitiesdelivered").GetValueOrDefault(1));
partner.SetAttributeValue("adx_touchrate", touchrate);
if (accept.Checked)
{
if (oppPermissions.ToList().Any())
{
//we mark this opportunity as accepted
opportunity.SetAttributeValue("statuscode", new OptionSetValue((int)Adxstudio.Xrm.Partner.Enums.OpportunityStatusReason.Accepted));
opportunity.SetAttributeValue("stepname", OpportunityHistory.PipelinePhaseAccepted);
opportunity.SetAttributeValue("adx_accepteddate", DateTime.UtcNow);
partner.SetAttributeValue("adx_numberofopportunitiesaccepted", partner.GetAttributeValue <int?>("adx_numberofopportunitiesaccepted").GetValueOrDefault(0) + 1);
}
}
else if (decline.Checked)
{
if (oppPermissions.ToList().Any())
{
//we mark this opportunity as declined
opportunity.SetAttributeValue("statuscode", new OptionSetValue((int)Adxstudio.Xrm.Partner.Enums.OpportunityStatusReason.Declined));
opportunity.SetAttributeValue("stepname", OpportunityHistory.PipelinePhaseDeclined);
partner.SetAttributeValue("adx_numberofopportunitiesdeclined", partner.GetAttributeValue <int?>("adx_numberofopportunitiesdeclined").GetValueOrDefault(0) + 1);
partner.SetAttributeValue("adx_activeopportunitycount", partner.GetAttributeValue <int?>("adx_activeopportunitycount").GetValueOrDefault(0) - 1);
XrmContext.AddLink(opportunity, new Relationship("adx_account_declinedopportunity"), partner);
}
}
opportunity.SetAttributeValue("adx_expirydate", null);
XrmContext.UpdateObject(opportunity);
XrmContext.UpdateObject(partner);
XrmContext.SaveChanges();
SavedOpportunities += dataKey + ",";
}
RestoreCheckedValues();
//Response.Redirect(Request.RawUrl);
}
protected void OnItemInserted(object sender, CrmEntityFormViewInsertedEventArgs e)
{
var contact = XrmContext.CreateQuery("contact").FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == e.EntityId);
if (contact == null)
{
throw new Exception(string.Format("A contact couldn't be found with a contact ID equal to {0}.", e.EntityId));
}
var parentCustomerAccount = Contact.GetAttributeValue <EntityReference>("parentcustomerid") == null ? null : ServiceContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == Contact.GetAttributeValue <EntityReference>("parentcustomerid").Id);
if (parentCustomerAccount == null)
{
throw new Exception("Parent Customer Account could not be found associated to the current user's contact.");
}
Guid accountId = (Guid.TryParse(CompanyNameList.SelectedValue, out accountId)) ? accountId : Guid.Empty;
var account = XrmContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == accountId);
var opportunity = OriginatingOpportunity == null ? null : XrmContext.CreateQuery("opportunity").FirstOrDefault(o => o.GetAttributeValue <Guid>("opportunityid") == OriginatingOpportunity.Id);
if (opportunity != null)
{
var contactCrossover = opportunity.GetRelatedEntities(XrmContext, new Relationship("adx_opportunity_contact")).FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == contact.GetAttributeValue <Guid>("contactid"));
var oppnote = new Entity("adx_opportunitynote");
if (contactCrossover == null)
{
XrmContext.AddLink(opportunity, new Relationship("adx_opportunity_contact"), contact);
oppnote.SetAttributeValue("adx_name", "Contact Added: " + contact.GetAttributeValue <string>("fullname"));
oppnote.SetAttributeValue("adx_date", DateTime.UtcNow);
oppnote.SetAttributeValue("adx_description", "Contact Added: " + contact.GetAttributeValue <string>("fullname"));
oppnote.SetAttributeValue("adx_opportunityid", opportunity.ToEntityReference());
var assignedToContact = opportunity.GetRelatedEntity(XrmContext, new Relationship("msa_contact_opportunity"));
oppnote.SetAttributeValue("adx_assignedto", assignedToContact != null ? assignedToContact.GetAttributeValue <string>("fullname") : string.Empty);
XrmContext.AddObject(oppnote);
XrmContext.UpdateObject(opportunity);
}
}
contact.SetAttributeValue("msa_managingpartnerid", parentCustomerAccount.ToEntityReference());
if (account != null)
{
contact.SetAttributeValue("parentcustomerid", account.ToEntityReference());
XrmContext.UpdateObject(account);
}
XrmContext.UpdateObject(contact);
if (SetAsPrimary)
{
if (account == null)
{
throw new Exception(string.Format("An account with the account ID equal to {0} couldn’t be found.", accountId));
}
account.SetAttributeValue("primarycontactid", contact.ToEntityReference());
XrmContext.UpdateObject(account);
}
XrmContext.SaveChanges();
if (opportunity != null)
{
var url = GetUrlForRequiredSiteMarker("Opportunity Details");
url.QueryString.Set("OpportunityID", opportunity.GetAttributeValue <Guid>("opportunityid").ToString());
Response.Redirect(url.PathWithQueryString);
}
else if (ReturnToAccount)
{
if (account == null)
{
throw new Exception(string.Format("An account with the account ID equal to {0} couldn’t be found.", accountId));
}
var url = GetUrlForRequiredSiteMarker("Edit Customer Account");
url.QueryString.Set("AccountID", account.Id.ToString());
Response.Redirect(url.PathWithQueryString);
}
else if (FromCreateOpportunity)
{
if (account == null)
{
throw new Exception(string.Format("An account with the account ID equal to {0} couldn’t be found.", accountId));
}
var url = GetUrlForRequiredSiteMarker("Create Opportunity");
url.QueryString.Set("AccountId", account.Id.ToString());
Response.Redirect(url.PathWithQueryString);
}
else
{
var url = GetUrlForRequiredSiteMarker("Manage Customer Contacts");
Response.Redirect(url.PathWithQueryString);
}
}
protected void OnItemInserted(object sender, CrmEntityFormViewInsertedEventArgs e)
{
var opportunity = XrmContext.CreateQuery("opportunity").First(o => o.GetAttributeValue <Guid>("opportunityid") == e.EntityId);
var opportunityProductsFromLead = opportunity.GetAttributeValue <string>("adx_opportunityproductsfromlead");
var productsList = new List <Entity>();
if (!string.IsNullOrEmpty(opportunityProductsFromLead))
{
var products = XrmContext.CreateQuery("product");
var words = opportunityProductsFromLead.Split(',');
foreach (var word in words)
{
foreach (var product in products)
{
if (product.GetAttributeValue <string>("name").Trim().ToUpper() == word.Trim().ToUpper())
{
productsList.Add(product);
}
}
}
}
foreach (var leadProduct in productsList)
{
if (!XrmContext.IsAttached(leadProduct))
{
XrmContext.Attach(leadProduct);
}
XrmContext.AddLink(opportunity, new Relationship("adx_opportunity_product"), leadProduct);
}
opportunity.SetAttributeValue("adx_referencecode", GetOpportunityReferenceCode());
var salesStage = opportunity.GetAttributeValue <OptionSetValue>("salesstagecode") == null ? 0 : opportunity.GetAttributeValue <OptionSetValue>("salesstagecode").Value;
var response = (RetrieveAttributeResponse)ServiceContext.Execute(new RetrieveAttributeRequest
{
EntityLogicalName = "opportunity",
LogicalName = "salesstagecode"
});
var picklist = response.AttributeMetadata as PicklistAttributeMetadata;
if (picklist == null)
{
return;
}
foreach (var option in picklist.OptionSet.Options)
{
if (option != null && option.Value != null && option.Value.Value == salesStage)
{
opportunity.SetAttributeValue("stepname", option.Label.GetLocalizedLabelString());
}
}
var leadType = XrmContext.CreateQuery("adx_leadtype").FirstOrDefault(lt => lt.GetAttributeValue <string>("adx_name") == "Partner Created");
if (leadType != null)
{
opportunity.SetAttributeValue("adx_leadtypeid", leadType.ToEntityReference());
}
XrmContext.UpdateObject(opportunity);
XrmContext.SaveChanges();
var url = GetUrlForRequiredSiteMarker("Accepted Opportunities");
Response.Redirect(url);
}