public Boolean templateHasExistingCompletedAssessments()
{
QueryExpression qe = new QueryExpression("gcbase_fundingcaseriskassessment");
qe.Criteria.AddCondition("gcbase_risktemplate", ConditionOperator.Equal, _riskTemplate.Id);
var optHelper = new OptionSetHelper();
int indexOfStatus = optHelper.getIndexOfLabel("gcbase_fundingcaseriskassessment", "statuscode", "Analyst Completed", _service);
qe.Criteria.AddCondition("statuscode", ConditionOperator.Equal, indexOfStatus);
var existingCompletedTemplates = _service.RetrieveMultiple(qe).Entities;
// throw new InvalidPluginExecutionException("asfsdafasd", ex1);
if (existingCompletedTemplates.Count() > 0)
{
return(true);
}
return(false);
}
public Boolean generateTotalWeightedRiskScore()
{
try
{
var riskTemplateId = _riskTemplate.Id;
QueryExpression qe = new QueryExpression("gcbase_risktemplateriskfactor");
qe.Criteria.AddCondition("gcbase_risktemplate", ConditionOperator.Equal, riskTemplateId);
qe.ColumnSet.AddColumns("gcbase_weight");
var rtrfs = _service.RetrieveMultiple(qe).Entities;
decimal sumOfWeights = 0;
foreach (var item in rtrfs)
{
var weight = item.GetAttributeValue <decimal>("gcbase_weight");
sumOfWeights += weight;
}
if (sumOfWeights == 1)
{
Entity riskTemplate = _service.Retrieve("gcbase_risktemplate", riskTemplateId, new ColumnSet("statuscode"));
var optHelper = new OptionSetHelper();
int indexOfStatus = optHelper.getIndexOfLabel("gcbase_risktemplate", "statuscode", "Active", _service);
riskTemplate["statuscode"] = new OptionSetValue(indexOfStatus);
_service.Update(riskTemplate);
}
else
{
Entity riskTemplate = _service.Retrieve("gcbase_risktemplate", riskTemplateId, new ColumnSet("statuscode"));
var optHelper = new OptionSetHelper();
int indexOfStatus = optHelper.getIndexOfLabel("gcbase_risktemplate", "statuscode", "Incomplete", _service);
riskTemplate["statuscode"] = new OptionSetValue(indexOfStatus);
_service.Update(riskTemplate);
}
return(true);
}
catch
{
return(false);
}
}
public Boolean generateTotalWeightedRiskScoreForRiskAssessment(Entity riskFactorValue)
{
try
{
//get all risk template risk factor count
var fcra = _service.Retrieve("gcbase_fundingcaseriskassessment", riskFactorValue.GetAttributeValue <EntityReference>("gcbase_fundingcaseriskassessment").Id, new ColumnSet("gcbase_risktemplate"));
QueryExpression qe = new QueryExpression("gcbase_risktemplateriskfactor");
qe.Criteria.AddCondition("gcbase_risktemplate", ConditionOperator.Equal, fcra.GetAttributeValue <EntityReference>("gcbase_risktemplate").Id);
qe.ColumnSet.AddColumn("gcbase_risktemplate");
var qeResult = _service.RetrieveMultiple(qe).Entities;
int riskTemplateRiskFactorCount = qeResult.Count();
QueryExpression qe1 = new QueryExpression("gcbase_riskfactorvalue");
qe1.Criteria.AddCondition("gcbase_fundingcaseriskassessment", ConditionOperator.Equal, riskFactorValue.GetAttributeValue <EntityReference>("gcbase_fundingcaseriskassessment").Id);
qe1.ColumnSet.AddColumns("statuscode", "gcbase_risktemplateriskfactor", "gcbase_risklevel");
var relatedRiskFactorValues = _service.RetrieveMultiple(qe1).Entities.ToList();
int validRiskFactorValueCount = 0;
decimal totalWeighted = 0;
decimal totalUnWeighted = 0;
Guid riskTemplateId = qeResult.First().GetAttributeValue <EntityReference>("gcbase_risktemplate").Id;
QueryExpression qeMultiplier = new QueryExpression("gcbase_risktemplateriskfactor");
qeMultiplier.Criteria.AddCondition("gcbase_risktemplate", ConditionOperator.Equal, riskTemplateId);
int multiplier = _service.RetrieveMultiple(qeMultiplier).Entities.Count();
foreach (var item in relatedRiskFactorValues)
{
var optHelper = new OptionSetHelper();
int indexOfStatus = optHelper.getIndexOfLabel("gcbase_riskfactorvalue", "statuscode", "Completed", _service);
//get risk factor weight
var rf = _service.Retrieve("gcbase_risktemplateriskfactor", item.GetAttributeValue <EntityReference>("gcbase_risktemplateriskfactor").Id, new ColumnSet("gcbase_weight", "gcbase_multiplier"));
if (item.GetAttributeValue <OptionSetValue>("statuscode").Value == indexOfStatus)
{
validRiskFactorValueCount += 1;
var weight = rf.GetAttributeValue <decimal>("gcbase_weight");
// var multiplier = rf.GetAttributeValue<decimal>("gcbase_multiplier");
var riskLevel = item.GetAttributeValue <OptionSetValue>("gcbase_risklevel");
var riskLevelValue = new OptionSetHelper();
var riskLevelText = riskLevelValue.getLabelFromField(item, "gcbase_risklevel", _service);
int riskVal = 0;
if (riskLevelText == "1-Low")
{
riskVal = 1;
}
if (riskLevelText == "2-Medium")
{
riskVal = 2;
}
if (riskLevelText == "3-High")
{
riskVal = 3;
}
totalWeighted += ((riskVal * weight) * multiplier);
totalUnWeighted += riskVal;
}
}
if (riskTemplateRiskFactorCount == validRiskFactorValueCount)
{
//calculate assessed risk based on percentage of total risk.
var lowRiskMaxScore = multiplier;
var midRiskMaxScore = (multiplier * 3) - multiplier;
var highRiskMaxScore = multiplier * 3;
OptionSetValue assessedRisk = new OptionSetValue();
if (totalUnWeighted <= multiplier)
{
assessedRisk = new OptionSetValue(new OptionSetHelper().getIndexOfLabel("gcbase_fundingcaseriskassessment", "gcbase_assessedrisk", "1-Low", _service));
}
if (totalUnWeighted > multiplier && totalUnWeighted <= midRiskMaxScore)
{
assessedRisk = new OptionSetValue(new OptionSetHelper().getIndexOfLabel("gcbase_fundingcaseriskassessment", "gcbase_assessedrisk", "2-Medium", _service));
}
if (totalUnWeighted > midRiskMaxScore)
{
assessedRisk = new OptionSetValue(new OptionSetHelper().getIndexOfLabel("gcbase_fundingcaseriskassessment", "gcbase_assessedrisk", "3-High", _service));
}
// var optHelper = new helpers.OptionSetHelper();
// int indexOfStatus = optHelper.getIndexOfLabel("gcbase_fundingcaseriskassessment", "statuscode", "Analyst Completed", _service);
// fcra["statuscode"] = new OptionSetValue(indexOfStatus);
fcra["gcbase_totalweightedscore"] = totalWeighted;
fcra["gcbase_totalunweightedscore"] = totalUnWeighted;
fcra["gcbase_assessedrisk"] = assessedRisk;
_service.Update(fcra);
//update funding case risk assessment to analyst completed state.
}
else
{
var optHelper = new OptionSetHelper();
int indexOfStatus = optHelper.getIndexOfLabel("gcbase_fundingcaseriskassessment", "statuscode", "Incomplete", _service);
fcra["statuscode"] = new OptionSetValue(indexOfStatus);
fcra["gcbase_totalweightedscore"] = null;
fcra["gcbase_totalunweightedscore"] = null;
fcra["gcbase_assessedrisk"] = null;
_service.Update(fcra);
}
return(true);
}
catch
{
return(false);
}
}
public Boolean templateHasExistingCompletedAssessments()
{
QueryExpression qe = new QueryExpression("gcbase_fundingcaseriskassessment");
qe.Criteria.AddCondition("gcbase_risktemplate", ConditionOperator.Equal, _riskTemplate.Id);
var optHelper = new OptionSetHelper();
int indexOfStatus = optHelper.getIndexOfLabel("gcbase_fundingcaseriskassessment", "statuscode", "Analyst Completed", _service);
qe.Criteria.AddCondition("statuscode", ConditionOperator.Equal, indexOfStatus);
var existingCompletedTemplates = _service.RetrieveMultiple(qe).Entities;
// throw new InvalidPluginExecutionException("asfsdafasd", ex1);
if (existingCompletedTemplates.Count() > 0)
{
return true;
}
return false;
}
public Boolean generateTotalWeightedRiskScoreForRiskAssessment(Entity riskFactorValue)
{
try
{
//get all risk template risk factor count
var fcra = _service.Retrieve("gcbase_fundingcaseriskassessment", riskFactorValue.GetAttributeValue<EntityReference>("gcbase_fundingcaseriskassessment").Id, new ColumnSet("gcbase_risktemplate"));
QueryExpression qe = new QueryExpression("gcbase_risktemplateriskfactor");
qe.Criteria.AddCondition("gcbase_risktemplate", ConditionOperator.Equal, fcra.GetAttributeValue<EntityReference>("gcbase_risktemplate").Id);
qe.ColumnSet.AddColumn("gcbase_risktemplate");
var qeResult = _service.RetrieveMultiple(qe).Entities;
int riskTemplateRiskFactorCount = qeResult.Count();
QueryExpression qe1 = new QueryExpression("gcbase_riskfactorvalue");
qe1.Criteria.AddCondition("gcbase_fundingcaseriskassessment", ConditionOperator.Equal, riskFactorValue.GetAttributeValue<EntityReference>("gcbase_fundingcaseriskassessment").Id);
qe1.ColumnSet.AddColumns("statuscode", "gcbase_risktemplateriskfactor", "gcbase_risklevel");
var relatedRiskFactorValues = _service.RetrieveMultiple(qe1).Entities.ToList();
int validRiskFactorValueCount = 0;
decimal totalWeighted = 0;
decimal totalUnWeighted = 0;
Guid riskTemplateId = qeResult.First().GetAttributeValue<EntityReference>("gcbase_risktemplate").Id;
QueryExpression qeMultiplier = new QueryExpression("gcbase_risktemplateriskfactor");
qeMultiplier.Criteria.AddCondition("gcbase_risktemplate", ConditionOperator.Equal, riskTemplateId);
int multiplier = _service.RetrieveMultiple(qeMultiplier).Entities.Count();
foreach (var item in relatedRiskFactorValues)
{
var optHelper = new OptionSetHelper();
int indexOfStatus = optHelper.getIndexOfLabel("gcbase_riskfactorvalue", "statuscode", "Completed", _service);
//get risk factor weight
var rf = _service.Retrieve("gcbase_risktemplateriskfactor", item.GetAttributeValue<EntityReference>("gcbase_risktemplateriskfactor").Id, new ColumnSet("gcbase_weight", "gcbase_multiplier"));
if (item.GetAttributeValue<OptionSetValue>("statuscode").Value == indexOfStatus)
{
validRiskFactorValueCount += 1;
var weight = rf.GetAttributeValue<decimal>("gcbase_weight");
// var multiplier = rf.GetAttributeValue<decimal>("gcbase_multiplier");
var riskLevel = item.GetAttributeValue<OptionSetValue>("gcbase_risklevel");
var riskLevelValue = new OptionSetHelper();
var riskLevelText = riskLevelValue.getLabelFromField(item, "gcbase_risklevel", _service);
int riskVal = 0;
if (riskLevelText == "1-Low")
{
riskVal = 1;
}
if (riskLevelText == "2-Medium")
{
riskVal = 2;
}
if (riskLevelText == "3-High")
{
riskVal = 3;
}
totalWeighted += ((riskVal * weight) * multiplier);
totalUnWeighted += riskVal;
}
}
if (riskTemplateRiskFactorCount == validRiskFactorValueCount)
{
//calculate assessed risk based on percentage of total risk.
var lowRiskMaxScore = multiplier;
var midRiskMaxScore = (multiplier * 3) - multiplier;
var highRiskMaxScore = multiplier * 3;
OptionSetValue assessedRisk = new OptionSetValue();
if (totalUnWeighted <= multiplier)
{
assessedRisk = new OptionSetValue(new OptionSetHelper().getIndexOfLabel("gcbase_fundingcaseriskassessment", "gcbase_assessedrisk", "1-Low", _service));
}
if (totalUnWeighted > multiplier && totalUnWeighted <= midRiskMaxScore)
{
assessedRisk = new OptionSetValue(new OptionSetHelper().getIndexOfLabel("gcbase_fundingcaseriskassessment", "gcbase_assessedrisk", "2-Medium", _service));
}
if (totalUnWeighted > midRiskMaxScore)
{
assessedRisk = new OptionSetValue(new OptionSetHelper().getIndexOfLabel("gcbase_fundingcaseriskassessment", "gcbase_assessedrisk", "3-High", _service));
}
// var optHelper = new helpers.OptionSetHelper();
// int indexOfStatus = optHelper.getIndexOfLabel("gcbase_fundingcaseriskassessment", "statuscode", "Analyst Completed", _service);
// fcra["statuscode"] = new OptionSetValue(indexOfStatus);
fcra["gcbase_totalweightedscore"] = totalWeighted;
fcra["gcbase_totalunweightedscore"] = totalUnWeighted;
fcra["gcbase_assessedrisk"] = assessedRisk;
_service.Update(fcra);
//update funding case risk assessment to analyst completed state.
}
else
{
var optHelper = new OptionSetHelper();
int indexOfStatus = optHelper.getIndexOfLabel("gcbase_fundingcaseriskassessment", "statuscode", "Incomplete", _service);
fcra["statuscode"] = new OptionSetValue(indexOfStatus);
fcra["gcbase_totalweightedscore"] = null;
fcra["gcbase_totalunweightedscore"] = null;
fcra["gcbase_assessedrisk"] = null;
_service.Update(fcra);
}
return true;
}
catch
{
return false;
}
}
public Boolean generateTotalWeightedRiskScore()
{
try
{
var riskTemplateId = _riskTemplate.Id;
QueryExpression qe = new QueryExpression("gcbase_risktemplateriskfactor");
qe.Criteria.AddCondition("gcbase_risktemplate", ConditionOperator.Equal, riskTemplateId);
qe.ColumnSet.AddColumns("gcbase_weight");
var rtrfs = _service.RetrieveMultiple(qe).Entities;
decimal sumOfWeights = 0;
foreach (var item in rtrfs)
{
var weight = item.GetAttributeValue<decimal>("gcbase_weight");
sumOfWeights += weight;
}
if (sumOfWeights == 1)
{
Entity riskTemplate = _service.Retrieve("gcbase_risktemplate", riskTemplateId, new ColumnSet("statuscode"));
var optHelper = new OptionSetHelper();
int indexOfStatus = optHelper.getIndexOfLabel("gcbase_risktemplate", "statuscode", "Active", _service);
riskTemplate["statuscode"] = new OptionSetValue(indexOfStatus);
_service.Update(riskTemplate);
}
else
{
Entity riskTemplate = _service.Retrieve("gcbase_risktemplate", riskTemplateId, new ColumnSet("statuscode"));
var optHelper = new OptionSetHelper();
int indexOfStatus = optHelper.getIndexOfLabel("gcbase_risktemplate", "statuscode", "Incomplete", _service);
riskTemplate["statuscode"] = new OptionSetValue(indexOfStatus);
_service.Update(riskTemplate);
}
return true;
}
catch
{
return false;
}
}
/// <summary>
/// A plug-in that creates a follow-up task activity when a new account is created.
/// </summary>
/// <remarks>Register this plug-in on the Create message, account entity,
/// and asynchronous mode.
/// </remarks>
public void Execute(IServiceProvider serviceProvider)
{
//Extract the tracing service for use in debugging sandboxed plug-ins.
ITracingService tracingService =
(ITracingService)serviceProvider.GetService(typeof(ITracingService));
// Obtain the execution context from the service provider.
IPluginExecutionContext context = (IPluginExecutionContext)
serviceProvider.GetService(typeof(IPluginExecutionContext));
// The InputParameters collection contains all the data passed in the message request.
if (context.InputParameters.Contains("Target") &&
context.InputParameters["Target"] is Entity)
{
// Obtain the target entity from the input parameters.
Entity entity = (Entity)context.InputParameters["Target"];
if (entity.LogicalName != "gcbase_fundingcase")
return;
FaultException ex1 = new FaultException();
// throw new InvalidPluginExecutionException("test", ex1);
try
{
//// Obtain the organization service reference.
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
AutoNumbering autoNumbering = new AutoNumbering(entity, service);
String caseNumber = autoNumbering.getAutoNumber();
entity["gcbase_name"] = caseNumber;
service.Update(entity);
if (entity.Attributes.Contains("gcbase_amountsbyfiscalyearserver"))
{
char[] delimitedChar = { ';' };
Entity fundingAmountByFY = new Entity("gcbase_fundingcaseamountbyfy");
string[] yearlyAmounts = entity.Attributes["gcbase_amountsbyfiscalyearserver"].ToString().Split(delimitedChar);
EntityReference fundCentre = entity.GetAttributeValue<EntityReference>("gcbase_program");
foreach (string ya in yearlyAmounts)
{
fundingAmountByFY["gcbase_fundingcase"] = new EntityReference("gcbase_fundingcase", entity.Id);
//fys[index] = (string)Enum.GetName(typeof(goal_fiscalyear), year);
OptionSetValue fy = new OptionSetValue();
var indexForFY = ya.IndexOf("Y");
var indexForAmount = ya.IndexOf("-");
var yearStr = ya.Substring(indexForFY + 1,4);
var amountStr = ya.Substring(indexForAmount + 1);
tracingService.Trace("year is:" + yearStr);
tracingService.Trace("amount is:" + amountStr);
Money amount = new Money(decimal.Parse(amountStr));
fy.Value = Int32.Parse(yearStr);
fundingAmountByFY["gcbase_fiscalyear"] = fy;
fundingAmountByFY["gcbase_amount"] = amount;
fundingAmountByFY["gcbase_fundcentre"] = fundCentre;
tracingService.Trace("PostFundingCasePlugin: Creating the budget item.");
service.Create(fundingAmountByFY);
tracingService.Trace(ya);
}
}
if (entity.Attributes.Contains("gcbase_program"))
{
ColumnSet cols = new ColumnSet
(
new String[] {"gcbase_fundingcaseriskrequired"}
);
//program configuration options
var program = service.Retrieve("gcbase_fundcentre", entity.GetAttributeValue<EntityReference>("gcbase_program").Id, cols);
tracingService.Trace("there");
if (program.GetAttributeValue<Boolean>("gcbase_fundingcaseriskrequired"))
{
var ratype = new OptionSetHelper().getIndexOfLabel("gcbase_fundingcaseriskassessment", "gcbase_fundingcaseriskassessmenttype", "Initial", service);
OptionSetValue raTypeOpt = new OptionSetValue(ratype);
//create initial risk assessment - should be custom class since this will be reused by other plugins
if (!new RiskTemplate(null, service).generateRiskAssessment(entity, raTypeOpt))
{
throw new InvalidPluginExecutionException("The funding program is not fully configured therefore a funding case cannot be created yet", ex1);
}
//newRA.generateAssessment();
}
//var results = service.Retrieve("gcbase_fundcentre", entity.GetAttributeValue<Guid>("gcbase_program"), null);
}
}
catch (FaultException<OrganizationServiceFault> ex)
{
throw new InvalidPluginExecutionException("An error occurred in the FollowupPlugin plug-in.", ex);
}
catch (Exception ex)
{
tracingService.Trace("FollowupPlugin: {0}", ex.ToString());
throw;
}
}
}
