Esempio n. 1
0
        /// <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 ExecutePostOpportunityUpdate(LocalPluginContext localContext)
        {
            if (localContext == null)
            {
                throw new ArgumentNullException("localContext");
            }

            IPluginExecutionContext context = localContext.PluginExecutionContext;

            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;

            IOrganizationService service = localContext.OrganizationService;
            ITracingService      trace   = localContext.TracingService;

            string message = context.MessageName;

            if (!(context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity))
            {
                return;
            }

            Entity opportunityEntity = (Entity)context.InputParameters["Target"];

            if (opportunityEntity.LogicalName != "opportunity")
            {
                return;
            }

            if (context.Mode == 0) //Synchronous Plugin
            {
                try
                {
                    var preImageGenerateQuote = preImageEntity.GetAttributeValue <int>("gsc_quotecount");
                    var preImageStatus        = preImageEntity.GetAttributeValue <OptionSetValue>("statecode").Value;

                    var postImageGenerateQuote = postImageEntity.GetAttributeValue <int>("gsc_quotecount");
                    var postImageStatus        = postImageEntity.GetAttributeValue <OptionSetValue>("statecode").Value;

                    OpportunityHandler opportunityHandler = new OpportunityHandler(service, trace);

                    if (preImageGenerateQuote != postImageGenerateQuote)
                    {
                        opportunityHandler.generateQuote(postImageEntity);
                        opportunityHandler.ReplicateProspectInfo(postImageEntity);
                    }

                    if (preImageStatus != postImageStatus)
                    {
                        opportunityHandler.RestrictOpportunityCloseAsLost(postImageEntity);
                        opportunityHandler.RestrictOpportunityCloseAsWon(postImageEntity);
                    }
                }
                catch (Exception ex)
                {
                    //throw new InvalidPluginExecutionException(String.Concat("(Exception)\n", ex.Message, Environment.NewLine, ex.StackTrace, Environment.NewLine, error));
                    throw new InvalidPluginExecutionException(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 ExecutePreValidateOpportunityDelete(LocalPluginContext localContext)
        {
            if (localContext == null)
            {
                throw new ArgumentNullException("localContext");
            }

            IPluginExecutionContext context = localContext.PluginExecutionContext;
            IOrganizationService    service = localContext.OrganizationService;
            ITracingService         trace   = localContext.TracingService;
            var opportunity = (EntityReference)context.InputParameters["Target"];

            try
            {
                EntityCollection opportuntiyCollection = CommonHandler.RetrieveRecordsByOneValue("opportunity", "opportunityid", opportunity.Id, service,
                                                                                                 null, OrderType.Ascending, new[] { "opportunityid" });

                OpportunityHandler opportunityHandler = new OpportunityHandler(service, trace);
                opportunityHandler.ValidateDelete(opportuntiyCollection.Entities[0]);
            }

            catch (Exception ex)
            {
                throw new InvalidPluginExecutionException(ex.Message);
            }
        }
Esempio n. 3
0
        /// <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 ExecutePostOpportunityCreate(LocalPluginContext localContext)
        {
            if (localContext == null)
            {
                throw new ArgumentNullException("localContext");
            }

            IPluginExecutionContext context = localContext.PluginExecutionContext;
            IOrganizationService    service = localContext.OrganizationService;
            ITracingService         trace   = localContext.TracingService;
            Entity opportunityEntity        = (Entity)context.InputParameters["Target"];

            string message = context.MessageName;
            string error   = "";

            try
            {
                OpportunityHandler opportunityHandler = new OpportunityHandler(service, trace);
                opportunityHandler.ReplicateProspectInquiryActivities(opportunityEntity);
                opportunityHandler.ReplicateProspectInfo(opportunityEntity);
            }
            catch (Exception ex)
            {
                //throw new InvalidPluginExecutionException(String.Concat("(Exception)\n", ex.Message, Environment.NewLine, ex.StackTrace, Environment.NewLine, error));
                throw new InvalidPluginExecutionException(ex.Message);
            }
        }
Esempio n. 4
0
        /// <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 ExecutePreOpportunityCreate(LocalPluginContext localContext)
        {
            if (localContext == null)
            {
                throw new ArgumentNullException("localContext");
            }

            IPluginExecutionContext context = localContext.PluginExecutionContext;
            IOrganizationService    service = localContext.OrganizationService;
            ITracingService         trace   = localContext.TracingService;
            Entity opportunity = (Entity)context.InputParameters["Target"];

            string             message = context.MessageName;
            OpportunityHandler handler = new OpportunityHandler(service, trace);

            handler.ReplicateInquiryInfo(opportunity);
        }
Esempio n. 5
0
        /// <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 ExecutePostOpportunityWin(LocalPluginContext localContext)
        {
            if (localContext == null)
            {
                throw new ArgumentNullException("localContext");
            }

            IPluginExecutionContext context = localContext.PluginExecutionContext;
            IOrganizationService    service = localContext.OrganizationService;
            ITracingService         trace   = localContext.TracingService;
            Entity opportunityEntity        = (Entity)context.InputParameters["OpportunityClose"];

            OpportunityHandler opportunityHandler = new OpportunityHandler(service, trace);

            try
            {
                opportunityHandler.updateCustomer(opportunityEntity, service, trace);
            }
            catch (Exception ex)
            {
                //throw new InvalidPluginExecutionException(String.Concat("(Exception)\n", ex.Message, Environment.NewLine, ex.StackTrace, Environment.NewLine, error));
                throw new InvalidPluginExecutionException(ex.Message);
            }
        }
Esempio n. 6
0
        public void linkContact()
        {
            #region 1. Setup / Arrange
            var orgServiceMock = new Mock <IOrganizationService>();
            var orgService     = orgServiceMock.Object;
            var orgTracingMock = new Mock <ITracingService>();
            var orgTracing     = orgTracingMock.Object;

            #region Opportunity EntityCollection
            var OpportunityCollection = new EntityCollection
            {
                EntityName = "opportunity",
                Entities   =
                {
                    new Entity
                    {
                        Id          = Guid.NewGuid(),
                        LogicalName = "opportunity",
                        EntityState = EntityState.Changed,
                        Attributes  = new AttributeCollection
                        {
                            { "parentcontactid",   new EntityReference("contact", Guid.NewGuid()) },
                            { "parentaccountid",   new EntityReference("account", Guid.NewGuid()) },
                            { "originatingleadid", new EntityReference("lead",    Guid.NewGuid()) },
                        }
                    },
                    new Entity
                    {
                        Id          = Guid.NewGuid(),
                        LogicalName = "opportunity",
                        EntityState = EntityState.Changed,
                        Attributes  = new AttributeCollection
                        {
                            { "parentcontactid",   new EntityReference("contact", Guid.NewGuid()) },
                            { "parentaccountid",   new EntityReference("account", Guid.NewGuid()) },
                            { "originatingleadid", new EntityReference("lead",    Guid.NewGuid()) },
                        }
                    }
                }
            };
            #endregion

            #region Contact EntityCollection
            var ContactCollection = new EntityCollection
            {
                EntityName = "contact",
                Entities   =
                {
                    new Entity
                    {
                        Id          = OpportunityCollection.Entities[0].GetAttributeValue <EntityReference>("parentcontactid").Id,
                        LogicalName = "contact",
                    },
                    new Entity
                    {
                        Id          = OpportunityCollection.Entities[1].GetAttributeValue <EntityReference>("parentcontactid").Id,
                        LogicalName = "contact",
                    }
                }
            };
            #endregion

            #region Lead EntityCollection
            var LeadCollection = new EntityCollection
            {
                EntityName = "lead",
                Entities   =
                {
                    new Entity
                    {
                        Id          = OpportunityCollection.Entities[0].GetAttributeValue <EntityReference>("originatingleadid").Id,
                        LogicalName = "lead",
                        Attributes  = new AttributeCollection
                        {
                            { "parentcontactid", new EntityReference("contact",  Guid.NewGuid()) },
                            { "parentaccountid", new EntityReference("contact",  Guid.NewGuid()) },
                            { "customerid",      new EntityReference("customer", Guid.NewGuid()) }
                        }
                    },
                    new Entity
                    {
                        Id          = OpportunityCollection.Entities[1].GetAttributeValue <EntityReference>("originatingleadid").Id,
                        LogicalName = "lead",
                        Attributes  = new AttributeCollection
                        {
                            { "parentcontactid", new EntityReference("contact",  Guid.NewGuid()) },
                            { "parentaccountid", new EntityReference("contact",  Guid.NewGuid()) },
                            { "customerid",      new EntityReference("customer", Guid.NewGuid()) }
                        }
                    }
                }
            };
            #endregion

            orgServiceMock.Setup((service => service.RetrieveMultiple(
                                      It.Is <QueryExpression>(expression => expression.EntityName == ContactCollection.EntityName)
                                      ))).Returns(ContactCollection);
            #endregion

            #region 2. Call/Action
            OpportunityHandler OpportunityHandler = new OpportunityHandler(orgService, orgTracing);
            OpportunityHandler.linkCustomer(OpportunityCollection.Entities[0], orgService, orgTracing);
            #endregion

            #region 3. Verify
            Assert.AreEqual(OpportunityCollection.Entities[0].GetAttributeValue <EntityReference>("parentcontactid").Id, LeadCollection.Entities[0].GetAttributeValue <EntityReference>("parentcontactid").Id);
            Assert.AreEqual(OpportunityCollection.Entities[0].GetAttributeValue <EntityReference>("parentcontactid").Id, LeadCollection.Entities[0].GetAttributeValue <EntityReference>("customerid").Id);
            //  Assert.AreEqual(ContactCollection.Entities[0].Id, LeadCollection.Entities[0].GetAttributeValue<EntityReference>("parentcontactid").Id);
            #endregion
        }
Esempio n. 7
0
        public void updateCustomer()
        {
            #region 1. Setup / Arrange
            var orgServiceMock = new Mock <IOrganizationService>();
            var orgService     = orgServiceMock.Object;
            var orgTracingMock = new Mock <ITracingService>();
            var orgTracing     = orgTracingMock.Object;

            #region Opportunity EntityCollection
            var OpportunityCollection = new EntityCollection
            {
                EntityName = "opportunity",
                Entities   =
                {
                    new Entity
                    {
                        Id          = Guid.NewGuid(),
                        LogicalName = "opportunity",

                        Attributes = new AttributeCollection
                        {
                            { "parentcontactid", new EntityReference("contact", Guid.NewGuid()) },
                            { "parentaccountid", "" }
                        }
                    },
                    new Entity
                    {
                        Id          = Guid.NewGuid(),
                        LogicalName = "opportunity",

                        Attributes = new AttributeCollection
                        {
                            { "parentcontactid", new EntityReference("contact", Guid.NewGuid()) },
                            { "parentaccountid", "" }
                        }
                    }
                }
            };
            #endregion

            #region Contact EntityCollection
            var ContactCollection = new EntityCollection
            {
                EntityName = "contact",
                Entities   =
                {
                    new Entity
                    {
                        Id          = OpportunityCollection.Entities[0].GetAttributeValue <EntityReference>("parentcontactid").Id,
                        LogicalName = "contact",

                        Attributes = new AttributeCollection
                        {
                            { "gsc_ispotential", true },
                        }
                    },
                    new Entity
                    {
                        Id          = OpportunityCollection.Entities[1].GetAttributeValue <EntityReference>("parentcontactid").Id,
                        LogicalName = "contact",

                        Attributes = new AttributeCollection
                        {
                            { "gsc_ispotential", true },
                        }
                    }
                }
            };
            #endregion
            orgServiceMock.Setup((service => service.RetrieveMultiple(
                                      It.Is <QueryExpression>(expression => expression.EntityName == ContactCollection.EntityName)
                                      ))).Returns(ContactCollection);
            #endregion

            #region 2. Call/Action

            OpportunityHandler OpportunityHandler = new OpportunityHandler(orgService, orgTracing);
            OpportunityHandler.updateCustomer(OpportunityCollection.Entities[0], orgService, orgTracing);
            #endregion

            #region 3. Verify
            Assert.AreEqual(false, ContactCollection.Entities[0].GetAttributeValue <bool>("gsc_ispotential"));
            Assert.AreEqual(true, ContactCollection.Entities[1].GetAttributeValue <bool>("gsc_ispotential"));
            #endregion
        }
Esempio n. 8
0
        public void ReplicateProspectInquiryInfoUnitTest()
        {
            #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_salesexecutiveid",   new EntityReference("contact", Guid.NewGuid())
                                {
                                    Name = "Citimotors"
                                } },
                            { "gsc_vehiclebasemodelid", new EntityReference("gsc_iv_vehiclebasemodel", Guid.NewGuid())
                                {
                                    Name = "Montero"
                                } },
                            { "gsc_colorid",            new EntityReference("gsc_iv_color", Guid.NewGuid())
                                {
                                    Name = "Jet Black"
                                } },
                            { "gsc_leadsourceid",       new EntityReference("gsc_sls_leadsource", Guid.NewGuid())
                                {
                                    Name = "Mall Display"
                                } },
                            { "subject",                "Montero Sport SUA Terrorista" },
                        }
                    }
                }
            };
            #endregion

            #region Opportunity EntityCollection
            var OpportunityCollection = new EntityCollection
            {
                EntityName = "opportunity",
                Entities   =
                {
                    new Entity
                    {
                        Id          = Guid.NewGuid(),
                        LogicalName = "opportunity",
                        EntityState = EntityState.Created,
                        Attributes  = new AttributeCollection
                        {
                            { "gsc_salesexecutiveid",   ""                                        },
                            { "gsc_vehiclebasemodelid", ""                                        },
                            { "gsc_colorid",            ""                                        },
                            { "gsc_leadsourceid",       ""                                        },
                            { "gsc_topic",              ""                                        },
                            { "originatingleadid",      new EntityReference("lead", ProspectInquiryCollection.Entities[0].Id)},
                        }
                    }
                }
            };
            #endregion

            orgServiceMock.Setup((service => service.RetrieveMultiple(
                                      It.Is <QueryExpression>(expression => expression.EntityName == ProspectInquiryCollection.EntityName)
                                      ))).Returns(ProspectInquiryCollection);

            #endregion

            #region 2. Call/Action

            var    OpportunityHandler = new OpportunityHandler(orgService, orgTracing);
            Entity opportunity        = OpportunityHandler.ReplicateInquiryInfo(OpportunityCollection.Entities[0]);
            #endregion

            #region 3. Verify
            Assert.AreEqual(ProspectInquiryCollection.Entities[0].GetAttributeValue <EntityReference>("gsc_salesexecutiveid").Id, opportunity.GetAttributeValue <EntityReference>("gsc_salesexecutiveid").Id);
            Assert.AreEqual(ProspectInquiryCollection.Entities[0].GetAttributeValue <EntityReference>("gsc_vehiclebasemodelid").Id, opportunity.GetAttributeValue <EntityReference>("gsc_vehiclebasemodelid").Id);
            Assert.AreEqual(ProspectInquiryCollection.Entities[0].GetAttributeValue <EntityReference>("gsc_colorid").Id, opportunity.GetAttributeValue <EntityReference>("gsc_colorid").Id);
            Assert.AreEqual(ProspectInquiryCollection.Entities[0].GetAttributeValue <EntityReference>("gsc_leadsourceid").Id, opportunity.GetAttributeValue <EntityReference>("gsc_leadsourceid").Id);
            Assert.AreEqual(ProspectInquiryCollection.Entities[0]["subject"], opportunity["gsc_topic"]);
            #endregion
        }