/// <summary>
/// Requests add as favorite.
/// </summary>
/// <param name="recordIdentification">The record identification.</param>
/// <returns></returns>
public bool RequestAddAsFavorite(string recordIdentification)
{
this.currentRequest = new UPOfflineRecordRequest();
UPCRMRecord record = UPCRMRecord.CreateNew(Constants.FAVORITES_INFOAREAID);
if (this.TemplateFilter != null)
{
record.ApplyValuesFromTemplateFilter(this.TemplateFilter);
}
record.AddLink(new UPCRMLink(recordIdentification, Constants.FAVORITES_LINKID));
return(this.currentRequest.StartRequest(this.OfflineRequestMode, new List <UPCRMRecord> {
record
}, this));
}
private bool ApplyTemplateFilterToRecord(UPCRMRecord record)
{
string templateFilterName = this.FieldControlConfig.ValueForAttribute($"TemplateFilter_{this.TabIndex + 1}");
if (!string.IsNullOrEmpty(templateFilterName))
{
var filter = ConfigurationUnitStore.DefaultStore.FilterByName(templateFilterName);
if (filter != null)
{
record.ApplyValuesFromTemplateFilter(filter);
return(true);
}
}
return(false);
}
/// <summary>
/// Approves the specified dummy.
/// </summary>
/// <param name="dummy">The dummy.</param>
public void Approve(object dummy)
{
if (this.disableSigning)
{
return;
}
string recordIdentification = this.buttonViewReference.ContextValueForKey("RecordId");
string filterName = this.buttonViewReference.ContextValueForKey("TemplateFilter");
if (string.IsNullOrEmpty(recordIdentification))
{
this.ParentOrganizerModelController.HandleOrganizerActionError(
LocalizedString.TextErrorConfiguration, string.Format(LocalizedString.TextErrorParameterEmpty, "RecordId"), true);
return;
}
UPConfigFilter filter = ConfigurationUnitStore.DefaultStore.FilterByName(filterName);
if (filter == null)
{
this.HandlePageErrorDetails(LocalizedString.TextErrorConfiguration, string.Format(LocalizedString.TextErrorFilterMissing, filterName));
return;
}
filter = filter.FilterByApplyingValueDictionaryDefaults(this.FieldValueDictionary, true);
UPCRMRecord record = new UPCRMRecord(recordIdentification);
record.ApplyValuesFromTemplateFilter(filter);
UPOfflineEditRecordRequest request = new UPOfflineEditRecordRequest(0);
this.buttonRequest = request;
string requestOptionString = this.buttonViewReference.ContextValueForKey("RequestOption");
UPOfflineRequestMode requestMode = UPOfflineRequest.RequestModeFromString(requestOptionString, UPOfflineRequestMode.OnlineConfirm);
if (request.StartRequest(requestMode, new List <UPCRMRecord> {
record
}, this) == false)
{
this.buttonRequest = null;
}
else
{
this.ShouldWaitForPendingChanges = true;
}
}
/// <summary>
/// CRMs the records for parameters record add root.
/// </summary>
/// <param name="parameters">The parameters.</param>
/// <param name="record">The record.</param>
/// <param name="addRoot">if set to <c>true</c> [add root].</param>
/// <returns></returns>
public List <UPCRMRecord> CrmRecordsForParametersRecordAddRoot(Dictionary <string, object> parameters, UPCRMRecord record, bool addRoot)
{
List <UPCRMRecord> recordArray = new List <UPCRMRecord>();
UPCRMRecord documentRecord = null;
if (this.TemplateFilter != null)
{
UPConfigFilter filter = this.TemplateFilter.FilterByApplyingValueDictionary(parameters);
if (filter != null)
{
documentRecord = UPCRMRecord.CreateNew(filter.InfoAreaId);
documentRecord.Mode = "NewOffline";
documentRecord.ApplyValuesFromTemplateFilter(filter);
recordArray.Add(documentRecord);
}
}
if (!string.IsNullOrEmpty(this.DocumentLinkInfoAreaId) && documentRecord != null)
{
UPCRMRecord documentLinkRecord = UPCRMRecord.CreateNew(this.DocumentLinkInfoAreaId);
documentLinkRecord.Mode = "NewOffline";
UPConfigFilter filter = this.LinkTemplateFilter?.FilterByApplyingValueDictionary(parameters);
if (filter != null)
{
documentLinkRecord.ApplyValuesFromTemplateFilter(filter);
}
documentLinkRecord.AddLink(new UPCRMLink(record, this.RecordLinkId));
documentLinkRecord.AddLink(new UPCRMLink(documentRecord, this.DocumentLinkLinkId));
recordArray.Add(documentLinkRecord);
}
else if (string.IsNullOrEmpty(this.DocumentLinkInfoAreaId))
{
documentRecord?.AddLink(new UPCRMLink(record, this.RecordLinkId));
}
if (addRoot && recordArray.Count > 0)
{
recordArray.Add(record);
}
return(recordArray.Count > 0 ? recordArray : null);
}
private void ContinueWithParameters(Dictionary <string, object> parameterDictionary)
{
this.TemplateFilter = this.TemplateFilter.FilterByApplyingValueDictionaryDefaults(parameterDictionary, true);
UPCRMRecord record = new UPCRMRecord(this.RecordIdentification);
string linkRecordId = this.ViewReference.ContextValueForKey("LinkRecordId");
if (!string.IsNullOrEmpty(linkRecordId))
{
int linkId = Convert.ToInt32(this.ViewReference.ContextValueForKey("LinkId"));
if (linkId < 0)
{
linkId = -1;
}
record.AddLink(new UPCRMLink(linkRecordId, linkId));
}
List <UPCRMRecord> childRecords = record.ApplyValuesFromTemplateFilter(this.TemplateFilter, false);
if (childRecords?.Count > 0)
{
List <UPCRMRecord> linkRecords = null;
List <UPCRMRecord> combinedRecords = new List <UPCRMRecord> {
record
};
foreach (UPCRMRecord childRecord in childRecords)
{
if (childRecord.Mode == "ParentUpdate")
{
if (linkRecords == null)
{
linkRecords = new List <UPCRMRecord> {
childRecord
};
}
else
{
linkRecords.Add(childRecord);
}
}
else
{
combinedRecords.Add(childRecord);
}
}
if (linkRecords?.Count == 0)
{
this.ContinueWithRecords(combinedRecords);
}
else
{
this.RecordsToSave = combinedRecords;
this.ContinueWithLinkRecords(linkRecords);
}
}
else
{
this.ContinueWithRecords(new List <UPCRMRecord> {
record
});
}
}
private void ProcessResult(UPCRMResult result)
{
UPRecordCopyStep currentStep = this.stepQueue[0];
this.stepQueue.RemoveAt(0);
UPConfigQueryTable queryTable = currentStep.QueryTable;
int count = result.RowCount;
int resultTableCount = result.NumberOfResultTables;
UPContainerInfoAreaMetaInfo copyResultInfoArea = null;
if (queryTable.InfoAreaId == currentStep.FieldControl.InfoAreaId)
{
copyResultInfoArea = result.MetaInfo.ResultInfoAreaMetaInfoAtIndex(0);
}
for (int i = 0; i < count; i++)
{
UPCRMResultRow row = (UPCRMResultRow)result.ResultRowAtIndex(i);
UPCRMRecord record = new UPCRMRecord(queryTable.InfoAreaId);
if (currentStep.DestinationRecord != null)
{
record.AddLink(new UPCRMLink(currentStep.DestinationRecord, queryTable.LinkId));
}
for (int j = 1; j < resultTableCount; j++)
{
string linkRecordIdentification = row.RecordIdentificationAtIndex(j);
if (string.IsNullOrEmpty(linkRecordIdentification) && !result.IsServerResult)
{
UPContainerInfoAreaMetaInfo resultInfoArea = result.MetaInfo.ResultInfoAreaMetaInfoAtIndex(j);
UPCRMLinkReader linkReader = new UPCRMLinkReader(StringExtensions.InfoAreaIdRecordId(currentStep.FieldControl.InfoAreaId, row.RootRecordId),
$"{resultInfoArea.InfoAreaId}:{resultInfoArea.LinkId}", null);
linkRecordIdentification = linkReader.RequestLinkRecordOffline();
}
int linkId = -1;
if (linkRecordIdentification?.Length > 8)
{
if (currentStep.DestinationRecord == null || queryTable.LinkId != linkId ||
linkRecordIdentification.InfoAreaId() != currentStep.DestinationRecord.InfoAreaId)
{
record.AddLink(new UPCRMLink(linkRecordIdentification, linkId));
}
}
}
Dictionary <string, object> fieldsWithFunctions = row.ValuesWithFunctions();
UPConfigQueryTable replacedTable = queryTable.QueryTableByApplyingValueDictionary(fieldsWithFunctions);
if (copyResultInfoArea != null)
{
foreach (UPContainerFieldMetaInfo field in copyResultInfoArea.Fields)
{
string val = row.RawValueAtIndex(field.PositionInResult);
if (!string.IsNullOrEmpty(val))
{
record.AddValue(new UPCRMFieldValue(val, field.InfoAreaId, field.FieldId));
}
}
}
if (replacedTable != null)
{
record.ApplyValuesFromTemplateFilter(replacedTable, true);
}
int numberOfSubTables = queryTable.NumberOfSubTables;
if (numberOfSubTables > 0)
{
for (int k = 0; k < numberOfSubTables; k++)
{
UPRecordCopyStep subStep = new UPRecordCopyStep();
subStep.QueryTable = queryTable.SubTableAtIndex(k);
subStep.SourceRecordIdentification = row.RootRecordIdentification;
subStep.DestinationRecord = record;
this.ConfigForStepFromQueryTable(subStep, subStep.QueryTable);
this.stepQueue.Add(subStep);
}
}
this.recordArray.Add(record);
}
this.ExecuteNextStep();
}
private void ContinueUploadReportPdf()
{
string recordIdentification = this.RecordIdentification;
int fieldId = -1;
ViewReference documentUploadViewReference = this.DetermineDocumentUploadViewReference();
if (documentUploadViewReference != null)
{
if (this.parentLinkReader != null)
{
recordIdentification = this.parentLinkRecordIdentification;
this.parentLinkReader = null;
}
else
{
recordIdentification = documentUploadViewReference.ContextValueForKey("RecordId");
if (string.IsNullOrEmpty(recordIdentification))
{
recordIdentification = this.RecordIdentification;
}
string parentLinkString = documentUploadViewReference.ContextValueForKey("ParentLink");
if (!string.IsNullOrEmpty(parentLinkString))
{
this.parentLinkReader = new UPCRMLinkReader(recordIdentification, parentLinkString, this);
if (this.parentLinkReader.Start())
{
return;
}
recordIdentification = this.parentLinkReader.RequestLinkRecordOffline();
}
}
fieldId = this.DetermineFieldIdDocumentUploadViewReference(fieldId, documentUploadViewReference);
}
this.reportFileName = this.CalcReportFileName();
this.uploadDocumentRequest = new UPOfflineUploadDocumentRequest(this.pdfData, -1, this.reportFileName, "application/pdf", recordIdentification, fieldId);
this.multiRequest = new UPOfflineMultiRequest(this);
this.multiRequest.AddRequest(this.uploadDocumentRequest);
recordIdentification = this.buttonViewReference.ContextValueForKey("RecordId");
string filterName = this.buttonViewReference.ContextValueForKey("TemplateFilter");
UPConfigFilter filter = ConfigurationUnitStore.DefaultStore.FilterByName(filterName);
filter = filter.FilterByApplyingValueDictionaryDefaults(this.FieldValueDictionary, true);
if (!string.IsNullOrEmpty(recordIdentification) && filter != null)
{
UPCRMRecord record = new UPCRMRecord(recordIdentification);
List <UPCRMRecord> combinedRecords = new List <UPCRMRecord> {
record
};
List <UPCRMRecord> childRecords = record.ApplyValuesFromTemplateFilter(filter, false);
foreach (UPCRMRecord childRecord in childRecords)
{
if (childRecord.Mode == "ParentUpdate")
{
if (this.templateFilterLinkRecords == null)
{
this.templateFilterLinkRecords = new List <UPCRMRecord> {
childRecord
};
}
else
{
this.templateFilterLinkRecords.Add(childRecord);
}
}
else
{
combinedRecords.Add(childRecord);
}
}
if (this.templateFilterLinkRecords.Count > 0)
{
this.recordsToSave = combinedRecords;
this.ContinueWithLinkRecords(this.templateFilterLinkRecords);
return;
}
this.PerformUploadReportPdfWithRecords(combinedRecords);
}
else
{
this.PerformUploadReportPdfWithRecords(null);
}
}
/// <summary>
/// Gets the changed records.
/// </summary>
/// <param name="rootTemplateFilter">The root template filter.</param>
/// <param name="baseTemplateFilter">The base template filter.</param>
/// <param name="ignoreDefault">if set to <c>true</c> [ignore default].</param>
/// <returns></returns>
public List <UPCRMRecord> ChangedRecords(UPConfigFilter rootTemplateFilter, UPConfigFilter baseTemplateFilter, bool ignoreDefault)
{
UPCRMRecord rootRecord;
bool changedRoot = false;
if (!string.IsNullOrEmpty(this.AnswerRootRecordIdentification))
{
rootRecord = new UPCRMRecord(this.AnswerRootRecordIdentification);
}
else
{
rootRecord = new UPCRMRecord(this.SurveySearchAndList.InfoAreaId);
rootRecord.AddLink(new UPCRMLink(this.RootRecordIdentification));
if (this.Questionnaire.Manager.LinkSurveyToQuestionnaire)
{
rootRecord.AddLink(new UPCRMLink(this.Questionnaire.RecordIdentification));
}
if (this.SurveyTemplateFilter != null)
{
UPConfigFilter filter = this.SurveyTemplateFilter.FilterByApplyingValueDictionaryDefaults(this.Parameters, true);
rootRecord.ApplyValuesFromTemplateFilter(filter);
}
changedRoot = true;
}
Dictionary <string, UPCRMRecord> foreignFieldDictionary = new Dictionary <string, UPCRMRecord>();
List <UPCRMRecord> answerRecords = new List <UPCRMRecord>();
foreach (UPQuestionnaireQuestion question in this.Questionnaire.Questions)
{
UPSurveyAnswer answer = this.surveyAnswers[question.QuestionId];
List <UPCRMRecord> currentAnswerRecords = answer.ChangedRecords(rootRecord, this.Parameters, ignoreDefault);
if (currentAnswerRecords.Count > 0)
{
answerRecords.AddRange(currentAnswerRecords);
}
if (question.Save)
{
UPSurveyForeignField foreignField = answer.SurveyForeignField;
if (!string.IsNullOrEmpty(foreignField.RecordIdentification) && !string.IsNullOrEmpty(foreignField.Value) &&
!string.IsNullOrEmpty(answer.Answer) && foreignField.Value != answer.Answer)
{
UPCRMRecord foreignRecord = foreignFieldDictionary.ValueOrDefault(foreignField.RecordIdentification);
if (foreignRecord == null)
{
foreignRecord = new UPCRMRecord(foreignField.RecordIdentification);
foreignFieldDictionary[foreignField.RecordIdentification] = foreignRecord;
}
UPCRMFieldValue fieldValue = new UPCRMFieldValue(answer.Answer, foreignRecord.InfoAreaId, foreignField.FieldInfo.FieldId, this.Questionnaire.Manager.AutomaticOnlineSaveOfForeignFields);
foreignRecord.AddValue(fieldValue);
}
}
}
List <UPCRMRecord> changedRecords = new List <UPCRMRecord>();
if (changedRoot)
{
changedRecords.Add(rootRecord);
}
if (answerRecords.Count > 0)
{
changedRecords.AddRange(answerRecords);
}
if (changedRecords.Count > 0)
{
UPCRMRecord rootSyncRecord = new UPCRMRecord(rootRecord, "Sync");
changedRecords.Add(rootSyncRecord);
}
if (foreignFieldDictionary.Count > 0)
{
changedRecords.AddRange(foreignFieldDictionary.Values);
}
if (rootTemplateFilter != null)
{
rootTemplateFilter = rootTemplateFilter.FilterByApplyingValueDictionaryDefaults(this.Parameters, true);
if (rootTemplateFilter != null)
{
UPCRMRecord record = new UPCRMRecord(rootRecord);
record.ApplyValuesFromTemplateFilter(rootTemplateFilter);
changedRecords.Add(record);
}
}
if (baseTemplateFilter != null)
{
baseTemplateFilter = baseTemplateFilter.FilterByApplyingValueDictionaryDefaults(this.Parameters, true);
if (baseTemplateFilter != null)
{
UPCRMRecord record = new UPCRMRecord(this.RecordIdentification);
record.ApplyValuesFromTemplateFilter(baseTemplateFilter);
changedRecords.Add(record);
}
}
return(changedRecords);
}
