/// <summary>
/// Load data for projects, categories and currencies.
/// </summary>
/// <returns></returns>
public override async System.Threading.Tasks.Task LoadReferenceData()
{
// Load the data in all cases, otherwise some platforms won't show the controls
// if data bound to the control is not present.
this.IsBusy = true;
this.DataAccess.AccessMode = DataAccessMode.SyncConnection;
// Retrieve expense categories
QueryExpression queryExpression = new QueryExpression(msdyn_expensecategory.EntityLogicalName);
queryExpression.ColumnSet = new ColumnSet("msdyn_expensecategoryuid", "msdyn_expensecategoryid", "msdyn_expensetype", "msdyn_receiptrequired", "msdyn_name");
await this.LoadReferenceData <msdyn_expensecategory>(queryExpression);
// Retrieve Currencies
queryExpression.LinkEntities.Clear();
queryExpression.EntityName = TransactionCurrency.EntityLogicalName;
queryExpression.ColumnSet = new ColumnSet("transactioncurrencyid", "currencyname", "isocurrencycode", "currencysymbol",
"exchangerate", "currencyprecision");
await this.LoadReferenceData <TransactionCurrency>(queryExpression);
queryExpression.EntityName = msdyn_project.EntityLogicalName;
queryExpression.ColumnSet = new ColumnSet("msdyn_projectid", "msdyn_subject", "msdyn_description");
// Retrieve projects based on project team
LinkEntity projectTeamLink = queryExpression.AddLink(msdyn_projectteam.EntityLogicalName, "msdyn_projectid", "msdyn_project", JoinOperator.Inner);
projectTeamLink.Columns.AddColumn("msdyn_bookableresourceid");
projectTeamLink.EntityAlias = "msdyn_projectteam";
Guid userId = await this.DataAccess.GetLoggedUserId(true);
BookableResource bookableResource = await ExpenseHelper.GetBookableResourceForUser(userId);
Guid bookableResourceId = bookableResource != null?bookableResource.BookableResourceId.GetValueOrDefault() : Guid.Empty;
bool searchAllProjects = true;
ProjectFilters = new FilterQuery[2];
if (userId != Guid.Empty)
{
ConditionExpression crmUserExpression = new ConditionExpression(msdyn_projectteam.EntityLogicalName, "msdyn_bookableresourceid", ConditionOperator.Equal, bookableResourceId);
queryExpression.Criteria = new FilterExpression();
queryExpression.Criteria.AddCondition(crmUserExpression);
searchAllProjects = !await this.LoadReferenceData <msdyn_project>(queryExpression);
currentProjectFilter = 0;
ProjectFilters[currentProjectFilter] = new FilterQuery(AppResources.ShowMyProjects, queryExpression, this.GetReferenceKeys <msdyn_project>());
}
if (searchAllProjects)
{
// If my projects didn't return values or I don't have the current user id, query all projects
queryExpression.Criteria = null;
await this.LoadReferenceData <msdyn_project>(queryExpression);
currentProjectFilter = 1;
ProjectFilters[currentProjectFilter] = new FilterQuery(AppResources.ShowAllProjects, queryExpression, this.GetReferenceKeys <msdyn_project>());
}
else
{
ProjectFilters[1] = new FilterQuery(AppResources.ShowAllProjects, queryExpression, null);
}
this.IsBusy = false;
}
/// <summary>
/// Get from cache the list of expenses and make an async call to the server for the updated list.
/// Get first 30 expenses for the "All" list
/// </summary>
public async System.Threading.Tasks.Task LoadExpenses()
{
this.IsBusy = true;
this.DataAccess.AccessMode = DataAccessMode.SyncConnection;
// Prepare Query to Select expenses
QueryExpression retrieveExpenseCollection = new QueryExpression(msdyn_expense.EntityLogicalName);
retrieveExpenseCollection.ColumnSet = new ColumnSet("msdyn_expensestatus", "msdyn_expenseid", "msdyn_transactiondate", "msdyn_bookableresource",
"msdyn_expensecategory", "msdyn_project", "msdyn_name", "msdyn_salestaxamount", "msdyn_amount", "transactioncurrencyid", "modifiedon", "createdon");
retrieveExpenseCollection.Distinct = true;
// Filter by owner id
Guid ownerId = await this.GetOwnerId();
BookableResource bookableResource = await ExpenseHelper.GetBookableResourceForUser(ownerId);
Guid bookableResourceId = bookableResource != null?bookableResource.BookableResourceId.GetValueOrDefault() : Guid.Empty;
ConditionExpression crmUserExpression = new ConditionExpression(msdyn_expense.EntityLogicalName, "msdyn_bookableresource", ConditionOperator.Equal, bookableResourceId);
retrieveExpenseCollection.Criteria = new FilterExpression();
retrieveExpenseCollection.Criteria.AddCondition(crmUserExpression);
// Order by createdon date
retrieveExpenseCollection.Orders = new DataCollection <OrderExpression>();
retrieveExpenseCollection.Orders.Add(new OrderExpression()
{
AttributeName = "createdon", OrderType = OrderType.Descending
});
// Check if the expense has notes
LinkEntity notesLink = retrieveExpenseCollection.AddLink(Annotation.EntityLogicalName, "msdyn_expenseid", "objectid", JoinOperator.LeftOuter);
notesLink.Columns.AddColumns("objectid");
notesLink.EntityAlias = "notes";
// Check if the expense has receipts
LinkEntity receiptsLink = retrieveExpenseCollection.AddLink(msdyn_expensereceipt.EntityLogicalName, "msdyn_expenseid", "msdyn_expenseid", JoinOperator.LeftOuter);
receiptsLink.Columns.AddColumns("msdyn_expensereceiptid");
receiptsLink.EntityAlias = "receipts";
// An entry in msdyn_expenseReceipt is not enough to determine if there are receipts, so adding a left outer with annotation
LinkEntity linkEntity = new LinkEntity()
{
LinkToEntityName = Annotation.EntityLogicalName,
LinkFromEntityName = msdyn_expensereceipt.EntityLogicalName,
LinkFromAttributeName = "msdyn_expensereceiptid",
LinkToAttributeName = "objectid",
JoinOperator = JoinOperator.LeftOuter,
};
linkEntity.Columns.AddColumns("objectid");
linkEntity.EntityAlias = "receiptsExtended";
receiptsLink.LinkEntities.Add(linkEntity);
// Get Currency Symbol currencysymbol
LinkEntity transactionCurrencyLink = retrieveExpenseCollection.AddLink(TransactionCurrency.EntityLogicalName, "transactioncurrencyid", "transactioncurrencyid", JoinOperator.LeftOuter);
transactionCurrencyLink.Columns.AddColumns("isocurrencycode");
transactionCurrencyLink.EntityAlias = "transactioncurrency";
// Get Expense type
LinkEntity expenseCategoryLink = retrieveExpenseCollection.AddLink(msdyn_expensecategory.EntityLogicalName, "msdyn_expensecategory", "msdyn_expensecategoryid", JoinOperator.LeftOuter);
expenseCategoryLink.Columns.AddColumns("msdyn_expensetype", "msdyn_receiptrequired");
expenseCategoryLink.EntityAlias = msdyn_expensecategory.EntityLogicalName;
// Clear previous results
this.ExpensesCollection.Clear();
this.LastUpdatedDateTime = DateTime.Now;
// Get all expenses.
switch (this.currentExpenseStatus)
{
// All expenses.
case ExpenseStatus.All: break;
// Draft expenses.
case ExpenseStatus.Draft:
ConditionExpression statusExpressionDraft = new ConditionExpression(msdyn_expense.EntityLogicalName, "msdyn_expensestatus",
ConditionOperator.Equal, (int)msdyn_expense_msdyn_expensestatus.Draft);
retrieveExpenseCollection.Criteria.AddCondition(statusExpressionDraft);
break;
// Rejected expenses.
case ExpenseStatus.Rejected:
ConditionExpression statusExpressionRejected = new ConditionExpression(msdyn_expense.EntityLogicalName, "msdyn_expensestatus",
ConditionOperator.Equal, (int)msdyn_expense_msdyn_expensestatus.Rejected);
retrieveExpenseCollection.Criteria.AddCondition(statusExpressionRejected);
break;
// All "pending" expenses
case ExpenseStatus.Pending:
ConditionExpression statusExpressionPending = new ConditionExpression(msdyn_expense.EntityLogicalName, "msdyn_expensestatus", ConditionOperator.In);
statusExpressionPending.Values.Add((int)msdyn_expense_msdyn_expensestatus.Submitted);
statusExpressionPending.Values.Add((int)msdyn_expense_msdyn_expensestatus.Approved);
statusExpressionPending.Values.Add((int)msdyn_expense_msdyn_expensestatus.Posted);
retrieveExpenseCollection.Criteria.AddCondition(statusExpressionPending);
break;
default:
break;
}
List <msdyn_expense> listExpenses = await this.DataAccess.RetrieveEntities <msdyn_expense>(retrieveExpenseCollection, null, true);
if (listExpenses != null)
{
foreach (msdyn_expense expense in listExpenses)
{
this.ExpensesCollection.Add(expense);
}
}
this.OnLoadExpensesCompleted();
this.IsBusy = false;
}
