public string GetLookupFetch(LookupRollup rollup, Guid id)
{
string RollupFieldNode;
switch (rollup.RollupType)
{
case RollupType.Exists:
{
RollupFieldNode = "<attribute name=\"" + rollup.FieldRolledup +
"\" aggregate=\"count\" distinct = \"true\" alias=\"" + FetchAlias + "\"/>";
break;
}
case RollupType.Count:
{
RollupFieldNode = "<attribute name=\"" + rollup.FieldRolledup + "\" aggregate=\"count\" alias=\"" +
FetchAlias + "\"/>";
break;
}
case RollupType.Sum:
{
RollupFieldNode = "<attribute name=\"" + rollup.FieldRolledup + "\" aggregate=\"sum\" alias=\"" +
FetchAlias + "\"/>";
break;
}
case RollupType.Mean:
{
RollupFieldNode = "<attribute name=\"" + rollup.FieldRolledup + "\" aggregate=\"avg\" alias=\"" +
FetchAlias + "\"/>";
break;
}
default:
{
throw new ArgumentOutOfRangeException("Fetch Rollup not implemented for " + rollup.RollupType);
}
}
return
("<fetch version=\"1.0\" aggregate=\"true\" output-format=\"xml-platform\" mapping=\"logical\" distinct=\"false\">"
+ "<entity name=\"" + rollup.RecordTypeRolledup + "\">"
+ RollupFieldNode
+ "<filter type=\"and\">"
+ "<condition attribute=\"" + rollup.LookupName + "\" operator=\"eq\" uiname=\"\" uitype=\"" + rollup.RecordTypeWithRollup +
"\" value=\"" + id + "\" />"
+ (rollup.FieldRolledup != null ? GetConditionFetchNode(new ConditionExpression(rollup.FieldRolledup, ConditionOperator.NotNull)) : null)
+ rollup.FilterXml
+ "</filter>"
+ "</entity>"
+ "</fetch>");
}
private QueryExpression GetRollupQueryForLookup(LookupRollup rollup, Guid id)
{
var query = new QueryExpression(rollup.RecordTypeRolledup);
query.Criteria = new FilterExpression(LogicalOperator.And);
query.Criteria.AddCondition(rollup.LookupName, ConditionOperator.Equal, id);
if (rollup.Filter != null)
{
query.Criteria.AddFilter(rollup.Filter);
}
query.ColumnSet.AddColumn(rollup.LookupName);
if (rollup.FieldRolledup != null)
{
query.ColumnSet.AddColumn(rollup.FieldRolledup);
query.Criteria.AddCondition(new ConditionExpression(rollup.FieldRolledup, ConditionOperator.NotNull));
}
return(query);
}
public void RefreshRollup(Guid id, LookupRollup rollup)
{
var newValue = GetRollup(rollup, id);
XrmService.SetFieldIfChanging(rollup.RecordTypeWithRollup, id, rollup.RollupField, newValue);
}
public object GetRollup(LookupRollup rollup, Guid id)
{
object newValue = null;
switch (rollup.RollupType)
{
case RollupType.Exists:
{
//if the Rollup returns a result > 0 then one exists
var fetch = GetLookupFetch(rollup, id);
var result = XrmService.Fetch(fetch);
newValue = result.Any() &&
XrmEntity.GetInt(result.First().GetField(FetchAlias)) > 0;
break;
}
case RollupType.Count:
{
var result = XrmService.Fetch(GetLookupFetch(rollup, id));
if (result.Any())
{
newValue = result.ElementAt(0).GetField(FetchAlias);
}
break;
}
case RollupType.Sum:
{
var result = XrmService.Fetch(GetLookupFetch(rollup, id));
if (result.Any())
{
newValue = result.ElementAt(0).GetField(FetchAlias);
}
break;
}
case RollupType.Min:
{
var query = GetRollupQueryForLookup(rollup, id);
query.AddOrder(rollup.FieldRolledup, OrderType.Ascending);
var minRecord = XrmService.RetrieveFirst(query);
newValue = minRecord.GetField(rollup.FieldRolledup);
break;
}
case RollupType.Max:
{
var query = GetRollupQueryForLookup(rollup, id);
query.AddOrder(rollup.FieldRolledup, OrderType.Descending);
var maxRecord = XrmService.RetrieveFirst(query);
newValue = maxRecord.GetField(rollup.FieldRolledup);
break;
}
case RollupType.Mean:
{
var result = XrmService.Fetch(GetLookupFetch(rollup, id));
if (result.Any())
{
newValue = result.ElementAt(0).GetField(FetchAlias);
}
break;
}
case RollupType.SeparatedStrings:
{
var query = GetRollupQueryForLookup(rollup, id);
query.AddOrder(rollup.FieldRolledup, OrderType.Ascending);
var records = XrmService.RetrieveAll(query);
var labels =
records.Select(e => e.GetField(rollup.FieldRolledup)).
ToArray();
newValue = string.Join(rollup.SeparatorString, labels);
break;
}
case RollupType.First:
{
var query = GetRollupQueryForLookup(rollup, id);
query.AddOrder(rollup.OrderByField, rollup.OrderType);
if (rollup.OrderByField != "createdon")
{
query.AddOrder("createdon", OrderType.Descending);
}
var record = XrmService.RetrieveFirst(query);
newValue = record.GetField(rollup.FieldRolledup);
if (newValue is Guid g && rollup.ObjectType == typeof(EntityReference))
{
newValue = new EntityReference(rollup.RecordTypeRolledup, g);
}
break;
}
}
if (newValue == null && rollup.NullAmount != null)
{
newValue = rollup.NullAmount;
}
if (newValue != null && rollup.ObjectType != null)
{
if (rollup.ObjectType == typeof(decimal))
{
newValue = Convert.ToDecimal(newValue.ToString());
}
}
return(newValue);
}
public UpdateMeta(string field, LookupRollup rollup, object differenceValue)
{
FieldName = field;
DifferenceValue = differenceValue;
Rollup = rollup;
}