/// <summary>
/// Processes plugin for a type type rolled up
/// </summary>
/// <param name="plugin"></param>
public void ExecuteRollupPlugin(XrmEntityPlugin plugin)
{
if (plugin.IsMessage(PluginMessage.Create, PluginMessage.Update, PluginMessage.Delete) &&
plugin.IsStage(PluginStage.PostEvent) &&
plugin.IsMode(PluginMode.Synchronous))
{
var rollupsToProcess = GetRollupsForRolledupType(plugin.TargetType).ToArray();
var dictionaryForDifferences = new Dictionary <string, Dictionary <Guid, List <UpdateMeta> > >();
Action <string, Guid, string, object, LookupRollup> addValueToApply = (type, id, field, val, rollup) =>
{
if (!dictionaryForDifferences.ContainsKey(type))
{
dictionaryForDifferences.Add(type, new Dictionary <Guid, List <UpdateMeta> >());
}
if (!dictionaryForDifferences[type].ContainsKey(id))
{
dictionaryForDifferences[type].Add(id, new List <UpdateMeta>());
}
dictionaryForDifferences[type][id].Add(new UpdateMeta(field, rollup, val));
};
foreach (var rollup in rollupsToProcess)
{
//capture required facts in the plugin context to process our ifs and elses
var metConditionsBefore = XrmEntity.MeetsFilter(plugin.GetFieldFromPreImage, rollup.Filter);
var meetsConditionsAfter = plugin.MessageName == PluginMessage.Delete
? false
: XrmEntity.MeetsFilter(plugin.GetField, rollup.Filter);
var linkedIdBefore = XrmEntity.GetLookupType(plugin.GetFieldFromPreImage(rollup.LookupName)) == rollup.RecordTypeWithRollup
? plugin.GetLookupGuidPreImage(rollup.LookupName)
: null;
var linkedIdAfter = plugin.MessageName == PluginMessage.Delete || XrmEntity.GetLookupType(plugin.GetField(rollup.LookupName)) != rollup.RecordTypeWithRollup
? null
: plugin.GetLookupGuid(rollup.LookupName);
var isValueChanging = rollup.FieldRolledup != null && plugin.FieldChanging(rollup.FieldRolledup);
var isOrderByChanging = rollup.OrderByField != null && plugin.FieldChanging(rollup.OrderByField);
if (AllowsDifferenceChange(rollup.RollupType))
{
//this covers scenarios which require changing the value in a parent record
if (linkedIdBefore.HasValue && linkedIdBefore == linkedIdAfter)
{
//the same record linked before and after
if (metConditionsBefore && meetsConditionsAfter)
{
//if part of Rollup before and after
if (isValueChanging)
{
//and the value is changing then apply difference
if (rollup.RollupType == RollupType.Sum)
{
addValueToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, GetDifferenceToApply(plugin.GetFieldFromPreImage(rollup.FieldRolledup), plugin.GetField(rollup.FieldRolledup)), rollup);
}
else if (rollup.RollupType == RollupType.Count)
{
//for count only adjust if changing between null and not null
if (plugin.GetFieldFromPreImage(rollup.FieldRolledup) == null)
{
addValueToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, 1, rollup);
}
else if (plugin.GetField(rollup.FieldRolledup) == null)
{
addValueToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, -1, rollup);
}
}
}
}
if (!metConditionsBefore && meetsConditionsAfter)
{
//if was not part of Rollup before but is now apply the entire value
if (rollup.RollupType == RollupType.Sum)
{
addValueToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, plugin.GetField(rollup.FieldRolledup), rollup);
}
else if (rollup.RollupType == RollupType.Count)
{
addValueToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, 1, rollup);
}
}
if (metConditionsBefore && !meetsConditionsAfter)
{
//if was part of Rollup before but not now apply the entire value negative
if (rollup.RollupType == RollupType.Sum)
{
addValueToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, GetNegative(plugin.GetFieldFromPreImage(rollup.FieldRolledup)), rollup);
}
else if (rollup.RollupType == RollupType.Count)
{
addValueToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, -1, rollup);
}
}
}
else
{
//different parent linked before and after
if (linkedIdBefore.HasValue && metConditionsBefore)
{
//if was part of previous linked records Rollup then negate the previous value
if (rollup.RollupType == RollupType.Sum)
{
addValueToApply(rollup.RecordTypeWithRollup, linkedIdBefore.Value, rollup.RollupField, GetNegative(plugin.GetFieldFromPreImage(rollup.FieldRolledup)), rollup);
}
else if (rollup.RollupType == RollupType.Count)
{
addValueToApply(rollup.RecordTypeWithRollup, linkedIdBefore.Value, rollup.RollupField, -1, rollup);
}
}
if (linkedIdAfter.HasValue && meetsConditionsAfter)
{
//if part of new linked records Rollup then apply the entire value
if (rollup.RollupType == RollupType.Sum)
{
addValueToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, plugin.GetField(rollup.FieldRolledup), rollup);
}
else if (rollup.RollupType == RollupType.Count)
{
addValueToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, 1, rollup);
}
}
}
}
else
{
//these ones just recalculate on the parent record(s)
var isDependencyChanging = false;
switch (plugin.MessageName)
{
case PluginMessage.Delete:
{
isDependencyChanging = linkedIdBefore.HasValue && metConditionsBefore;
break;
}
case PluginMessage.Update:
{
if (linkedIdBefore != linkedIdAfter || isValueChanging)
{
isDependencyChanging = true;
}
else if (isOrderByChanging)
{
isDependencyChanging = true;
}
else
{
isDependencyChanging = metConditionsBefore != meetsConditionsAfter;
}
break;
}
case PluginMessage.Create:
{
isDependencyChanging = linkedIdAfter.HasValue &&
(rollup.FieldRolledup == null || isValueChanging) &&
meetsConditionsAfter;
break;
}
}
if (isDependencyChanging)
{
var processPreReferenced = false;
var processPostReferenced = false;
//If they aren't the same do both
if (!XrmEntity.FieldsEqual(linkedIdBefore, linkedIdAfter))
{
processPreReferenced = true;
processPostReferenced = true;
}
//else just do the first not null one
else
{
if (linkedIdBefore.HasValue)
{
processPreReferenced = true;
}
else
{
processPostReferenced = true;
}
}
if (processPreReferenced && linkedIdBefore.HasValue)
{
addValueToApply(rollup.RecordTypeWithRollup, linkedIdBefore.Value, rollup.RollupField, null, rollup);
}
if (processPostReferenced && linkedIdAfter.HasValue)
{
addValueToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, null, rollup);
}
}
}
}
//apply all required changes to parents we captured
//type -> ids -> fields . values
foreach (var item in dictionaryForDifferences)
{
var targetType = item.Key;
foreach (var idUpdates in item.Value)
{
var id = idUpdates.Key;
//lock the parent record then retreive it
plugin.XrmService.SetField(targetType, id, "modifiedon", DateTime.UtcNow);
var fieldsForUpdating = idUpdates.Value.Select(kv => kv.FieldName).ToArray();
var targetRecord = plugin.XrmService.Retrieve(targetType, id, idUpdates.Value.Select(kv => kv.FieldName));
//update the fields
foreach (var fieldUpdate in idUpdates.Value)
{
if (AllowsDifferenceChange(fieldUpdate.Rollup.RollupType))
{
targetRecord.SetField(fieldUpdate.FieldName, XrmEntity.SumFields(new[] { fieldUpdate.DifferenceValue, targetRecord.GetField(fieldUpdate.FieldName) }));
}
else
{
targetRecord.SetField(fieldUpdate.FieldName, GetRollup(fieldUpdate.Rollup, id));
}
}
plugin.XrmService.Update(targetRecord, fieldsForUpdating);
}
}
}
}
private void ExecuteDependencyPluginDifferences(XrmEntityPlugin plugin)
{
var dictionaryForDifferences = new Dictionary <string, Dictionary <Guid, List <KeyValuePair <string, object> > > >();
var rollupsToProcess = GetRollupsForRolledupType(plugin.TargetType)
.Where(a => AllowsDifferenceChange(a.RollupType))
.ToArray();
if (plugin.IsMessage(PluginMessage.Create, PluginMessage.Update, PluginMessage.Delete) &&
plugin.IsStage(PluginStage.PostEvent) &&
plugin.IsMode(PluginMode.Synchronous))
{
//this dictionary will capture the changes we need to apply to parent records for all Rollups
//type -> ids -> fields . values
Action <string, Guid, string, object> addDifferenceToApply = (type, id, field, val) =>
{
if (!dictionaryForDifferences.ContainsKey(type))
{
dictionaryForDifferences.Add(type, new Dictionary <Guid, List <KeyValuePair <string, object> > >());
}
if (!dictionaryForDifferences[type].ContainsKey(id))
{
dictionaryForDifferences[type].Add(id, new List <KeyValuePair <string, object> >());
}
dictionaryForDifferences[type][id].Add(new KeyValuePair <string, object>(field, val));
};
foreach (var rollup in rollupsToProcess)
{
if (rollup.LinkEntity != null)
{
throw new NotImplementedException("Rollups with a LinkEntity are not implemented for the ProcessAsDifferences method");
}
//capture required facts in the plugin context to process our ifs and elses
var metConditionsBefore = XrmEntity.MeetsConditions(plugin.GetFieldFromPreImage, rollup.Filters);
var meetsConditionsAfter = plugin.MessageName == PluginMessage.Delete
? false
: XrmEntity.MeetsConditions(plugin.GetField, rollup.Filters);
var linkedIdBefore = XrmEntity.GetLookupType(plugin.GetFieldFromPreImage(rollup.LookupName)) == rollup.RecordTypeWithRollup
? plugin.GetLookupGuidPreImage(rollup.LookupName)
: (Guid?)null;
var linkedIdAfter = plugin.MessageName == PluginMessage.Delete || XrmEntity.GetLookupType(plugin.GetField(rollup.LookupName)) != rollup.RecordTypeWithRollup
? (Guid?)null
: plugin.GetLookupGuid(rollup.LookupName);
var isValueChanging = plugin.FieldChanging(rollup.FieldRolledup);
//this covers all scenarios I thought of which require changing the value in a parent record
if (linkedIdBefore.HasValue && linkedIdBefore == linkedIdAfter)
{
//the same record linked before and after
if (metConditionsBefore && meetsConditionsAfter)
{
//if part of Rollup before and after
if (isValueChanging)
{
//and the value is changing then apply difference
if (rollup.RollupType == RollupType.Sum)
{
addDifferenceToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, GetDifferenceToApply(plugin.GetFieldFromPreImage(rollup.FieldRolledup), plugin.GetField(rollup.FieldRolledup)));
}
else if (rollup.RollupType == RollupType.Count)
{
//for count only adjust if changing between null and not null
if (plugin.GetFieldFromPreImage(rollup.FieldRolledup) == null)
{
addDifferenceToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, 1);
}
else if (plugin.GetField(rollup.FieldRolledup) == null)
{
addDifferenceToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, -1);
}
}
}
}
if (!metConditionsBefore && meetsConditionsAfter)
{
//if was not part of Rollup before but is now apply the entire value
if (rollup.RollupType == RollupType.Sum)
{
addDifferenceToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, plugin.GetField(rollup.FieldRolledup));
}
else if (rollup.RollupType == RollupType.Count)
{
addDifferenceToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, 1);
}
}
if (metConditionsBefore && !meetsConditionsAfter)
{
//if was part of Rollup before but not now apply the entire value negative
if (rollup.RollupType == RollupType.Sum)
{
addDifferenceToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, GetNegative(plugin.GetFieldFromPreImage(rollup.FieldRolledup)));
}
else if (rollup.RollupType == RollupType.Count)
{
addDifferenceToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, -1);
}
}
}
else
{
//different parent linked before and after
if (linkedIdBefore.HasValue && metConditionsBefore)
{
//if was part of previous linked records Rollup then negate the previous value
if (rollup.RollupType == RollupType.Sum)
{
addDifferenceToApply(rollup.RecordTypeWithRollup, linkedIdBefore.Value, rollup.RollupField, GetNegative(plugin.GetFieldFromPreImage(rollup.FieldRolledup)));
}
else if (rollup.RollupType == RollupType.Count)
{
addDifferenceToApply(rollup.RecordTypeWithRollup, linkedIdBefore.Value, rollup.RollupField, -1);
}
}
if (linkedIdAfter.HasValue && meetsConditionsAfter)
{
//if part of new linked records Rollup then apply the entire value
if (rollup.RollupType == RollupType.Sum)
{
addDifferenceToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, plugin.GetField(rollup.FieldRolledup));
}
else if (rollup.RollupType == RollupType.Count)
{
addDifferenceToApply(rollup.RecordTypeWithRollup, linkedIdAfter.Value, rollup.RollupField, 1);
}
}
}
}
}
if (dictionaryForDifferences.Any())
{
plugin.Trace("Updating Rollup Differences");
foreach (var item in dictionaryForDifferences)
{
foreach (var field in item.Value)
{
foreach (var value in field.Value)
{
plugin.Trace("Updating " + item.Key + " " + field.Key + " " + value.Key + " " + value.Value + (value.Value == null ? "(null)" : (" (" + value.Value.GetType().Name + ")")));
}
}
}
}
//apply all required changes to parents we captured
//type -> ids -> fields . values
foreach (var item in dictionaryForDifferences)
{
var targetType = item.Key;
foreach (var idUpdates in item.Value)
{
var id = idUpdates.Key;
//lock the parent record then retreive it
plugin.XrmService.SetField(targetType, id, "modifiedon", DateTime.UtcNow);
var fieldsForUpdating = idUpdates.Value.Select(kv => kv.Key).ToArray();
var targetRecord = plugin.XrmService.Retrieve(targetType, id, idUpdates.Value.Select(kv => kv.Key));
//update the fields
foreach (var fieldUpdate in idUpdates.Value)
{
targetRecord.SetField(fieldUpdate.Key, XrmEntity.SumFields(new[] { fieldUpdate.Value, targetRecord.GetField(fieldUpdate.Key) }));
}
plugin.XrmService.Update(targetRecord, fieldsForUpdating);
}
}
}