public void Execute(LocalPluginContext localcontext)
{
var service = localcontext.OrganizationService;
var inputparameters = localcontext.PluginExecutionContext.InputParameters;
var outputparameters = localcontext.PluginExecutionContext.OutputParameters;
var xrmcontext = new XrmContext(service);
var settingname = inputparameters["SettingName"] as string;
var appname = inputparameters["AppName"] as string;
//default values
outputparameters["Exists"] = false;
outputparameters["ValueString"] = string.Empty;
var definition = xrmcontext.GetSettingDefinitionFor(settingname);
if (definition != null)
{
outputparameters["Exists"] = true;
//Error handling
if (!string.IsNullOrEmpty(appname))
{
var appmodule = xrmcontext.GetAppModuleByUniqueName(appname);
if (appmodule == null)
{
throw new InvalidPluginExecutionException($"App with name {appname} doesn't exists");
}
}
// use OOB RetrieveSEtting function
var settingdetail = service.RetrieveSetting(settingname, appname);
outputparameters["ValueString"] = settingdetail.Value;
switch (definition.DataType)
{
case settingdefinition_datatype.Boolean:
outputparameters["ValueBool"] = settingdetail.Value.ToLower() == "true";
break;
case settingdefinition_datatype.Number:
outputparameters["ValueDecimal"] = decimal.Parse(settingdetail.Value);
break;
}
outputparameters["IsOverridable"] = definition.IsOverridable ?? false;
outputparameters["Type"] = new OptionSetValue((int)definition.DataType);
outputparameters["TypeName"] = service.GetOptionsetText(SettingDefinition.EntityLogicalName, "datatype", (int)definition.DataType);
outputparameters["ReleaseLevel"] = new OptionSetValue((int)definition.ReleaseLevel);
outputparameters["ReleaseLevelName"] = service.GetOptionsetText(SettingDefinition.EntityLogicalName, "releaselevel", (int)definition.ReleaseLevel);
outputparameters["OverridableLevel"] = new OptionSetValue((int)definition.OverridableLevel);
outputparameters["OverridableLevelName"] = service.GetOptionsetText(SettingDefinition.EntityLogicalName, "overridablelevel", (int)definition.OverridableLevel);
}
}
protected void OnItemInserted(object sender, CrmEntityFormViewInsertedEventArgs e)
{
var opportunity = XrmContext.CreateQuery("opportunity").First(o => o.GetAttributeValue <Guid>("opportunityid") == e.EntityId);
var opportunityProductsFromLead = opportunity.GetAttributeValue <string>("adx_opportunityproductsfromlead");
var productsList = new List <Entity>();
if (!string.IsNullOrEmpty(opportunityProductsFromLead))
{
var products = XrmContext.CreateQuery("product");
var words = opportunityProductsFromLead.Split(',');
foreach (var word in words)
{
foreach (var product in products)
{
if (product.GetAttributeValue <string>("name").Trim().ToUpper() == word.Trim().ToUpper())
{
productsList.Add(product);
}
}
}
}
foreach (var leadProduct in productsList)
{
if (!XrmContext.IsAttached(leadProduct))
{
XrmContext.Attach(leadProduct);
}
XrmContext.AddLink(opportunity, new Relationship("adx_opportunity_product"), leadProduct);
}
opportunity.SetAttributeValue("adx_referencecode", GetOpportunityReferenceCode());
var salesStage = opportunity.GetAttributeValue <OptionSetValue>("salesstagecode") == null ? 0 : opportunity.GetAttributeValue <OptionSetValue>("salesstagecode").Value;
var response = (RetrieveAttributeResponse)ServiceContext.Execute(new RetrieveAttributeRequest
{
EntityLogicalName = "opportunity",
LogicalName = "salesstagecode"
});
var picklist = response.AttributeMetadata as PicklistAttributeMetadata;
if (picklist == null)
{
return;
}
foreach (var option in picklist.OptionSet.Options)
{
if (option != null && option.Value != null && option.Value.Value == salesStage)
{
opportunity.SetAttributeValue("stepname", option.Label.GetLocalizedLabelString());
}
}
var leadType = XrmContext.CreateQuery("adx_leadtype").FirstOrDefault(lt => lt.GetAttributeValue <string>("adx_name") == "Partner Created");
if (leadType != null)
{
opportunity.SetAttributeValue("adx_leadtypeid", leadType.ToEntityReference());
}
XrmContext.UpdateObject(opportunity);
XrmContext.SaveChanges();
var url = GetUrlForRequiredSiteMarker("Accepted Opportunities");
Response.Redirect(url);
}
protected void Page_Load(object sender, EventArgs e)
{
RedirectToLoginIfAnonymous();
if (Page.IsPostBack)
{
return;
}
var opportunityPermissions = XrmContext.GetOpportunityAccessByContact(Contact).ToList();
if (!opportunityPermissions.Any())
{
NoOpportunityPermissionsRecordError.Visible = true;
OpportunityDetailsPanel.Visible = false;
return;
}
bool createAccess = false;
foreach (var access in opportunityPermissions)
{
var opportunityCreateAccess = (access != null && access.GetAttributeValue <bool?>("adx_create").GetValueOrDefault(false));
if (opportunityCreateAccess)
{
createAccess = true;
}
}
if (!createAccess)
{
OpportunityPermissionsError.Visible = true;
OpportunityDetailsPanel.Visible = false;
return;
}
var channelPermission = ServiceContext.GetChannelAccessByContact(Contact);
var channelCreateAccess = (channelPermission != null && channelPermission.GetAttributeValue <bool?>("adx_create").GetValueOrDefault(false));
var parentCustomerAccount = Contact.GetAttributeValue <EntityReference>("parentcustomerid") == null ? null : ServiceContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == Contact.GetAttributeValue <EntityReference>("parentcustomerid").Id);
var validAcccountClassificationCode = parentCustomerAccount != null && parentCustomerAccount.GetAttributeValue <OptionSetValue>("accountclassificationcode") != null && parentCustomerAccount.GetAttributeValue <OptionSetValue>("accountclassificationcode").Value == (int)CustomerManagement.Enums.AccountClassificationCode.Partner;
if (channelPermission == null)
{
NoChannelPermissionsRecordError.Visible = true;
CreateCustomerButton.Visible = false;
}
else
{
if (!channelCreateAccess)
{
ChannelPermissionsError.Visible = true;
}
else
{
if (parentCustomerAccount == null)
{
NoParentAccountError.Visible = true;
}
else
{
ParentAccountClassificationCodeError.Visible = !validAcccountClassificationCode;
}
}
if ((!channelCreateAccess) || parentCustomerAccount == null || !validAcccountClassificationCode)
{
CreateCustomerButton.Visible = false;
}
}
var partnerAccounts = ServiceContext.CreateQuery("account").Where(a => a.GetAttributeValue <EntityReference>("msa_managingpartnerid") != null && a.GetAttributeValue <EntityReference>("msa_managingpartnerid").Equals(parentCustomerAccount.ToEntityReference())).ToList();
var accounts = partnerAccounts
.Where(a => a.GetAttributeValue <EntityReference>("primarycontactid") != null)
.OrderBy(a => a.GetAttributeValue <string>("name"))
.Select(a => new ListItem(a.GetAttributeValue <string>("name"), a.GetAttributeValue <Guid>("accountid").ToString())).ToList();
if (!accounts.Any())
{
Account_dropdown.Enabled = false;
if (!partnerAccounts.Any())
{
NoManagingPartnerCustomerAccountsMessage.Visible = true;
}
else
{
NoPrimaryContactOnManagingPartnerCustomerAccountsMessage.Visible = true;
ManageCustomersButton.Visible = true;
}
}
else
{
NoManagingPartnerCustomerAccountsMessage.Visible = false;
NoPrimaryContactOnManagingPartnerCustomerAccountsMessage.Visible = false;
Account_dropdown.DataSource = accounts;
Account_dropdown.DataTextField = "Text";
Account_dropdown.DataValueField = "Value";
Account_dropdown.DataBind();
if (ParentCustomerAccount != null)
{
Account_dropdown.ClearSelection();
foreach (ListItem li in Account_dropdown.Items)
{
Guid id;
if (Guid.TryParse(li.Value, out id) && id == ParentCustomerAccount.GetAttributeValue <Guid>("accountid"))
{
li.Selected = true;
}
}
}
}
}
protected void Page_Load(object sender, EventArgs e)
{
RedirectToLoginIfAnonymous();
RedirectToLoginIfNecessary();
service = new OrganizationService("Xrm");
var portalContext = Microsoft.Xrm.Portal.Configuration.PortalCrmConfigurationManager.CreatePortalContext();
var contact = portalContext.User;
//var redemreqs = Enumerable.Empty<Entity>();
//var searchQuery = Request["query"];
//Guid giftid;
string WebUrl = WebConfigurationManager.ConnectionStrings["Xrm"].ConnectionString;
int index = WebUrl.IndexOf("=") + 1;
int index2 = WebUrl.IndexOf(";");
WebUrl = WebUrl.Substring(index, index2 - index);
var memberships =
from m in XrmContext.CreateQuery("adx_membership")
join l in XrmContext.CreateQuery("new_loyaltyprogram") on m.GetAttributeValue <EntityReference>("new_loyaltyprogram").Id equals
l.GetAttributeValue <Guid>("new_loyaltyprogramid")
join t in XrmContext.CreateQuery("new_tier") on m.GetAttributeValue <EntityReference>("new_membershiplevel").Id equals
t.GetAttributeValue <Guid>("new_tierid")
where m.GetAttributeValue <EntityReference>("new_loyaltyprogram") != null
where
m.GetAttributeValue <EntityReference>("adx_administrativecontactid").Id == contact.Id
select new
{
membershipid = m.Id,
EntityImage = "data:image/png;base64," + Convert.ToBase64String(l.GetAttributeValue <byte[]>("entityimage")),
LPName = l.GetAttributeValue <string>("new_name"),
Tier = t.GetAttributeValue <string>("new_name"),
PointBalance = Convert.ToInt32(m.GetAttributeValue <decimal?>("new_pointbalance").GetValueOrDefault(0)).ToString("N2")
};
_memberships = EnumerableExtensions.CopyToDataTable(memberships);
//new_new_loyaltyprogram_adx_membership_LoyaltyProgram
/*
* _redemreqs = EnumerableExtensions.CopyToDataTable(redemreqs.Select(redemreq => new
* {
* redemreqid = redemreq.GetAttributeValue<Guid>("new_redemptionrequestid"),
* //Image = gift.GetRelatedEntity(ServiceContext, new Relationship("new_gift_Annotations")) != null ? gift.GetRelatedEntity(ServiceContext, new Relationship("new_gift_Annotations")).GetAttributeValue<string>("documentbody") : " ",
* //EntityImage = WebUrl + redemreq.GetAttributeValue<string>("entityimage_url"),
* //EntityImage = WebUrl + redemreq.GetRelatedEntity(ServiceContext, new Relationship("new_new_gift_new_redemptionrequest_Gift")) != null ? redemreq.GetRelatedEntity(ServiceContext, new Relationship("new_new_gift_new_redemptionrequest_Gift")).GetAttributeValue<string>("entityimage_url") : " ",
* Code = redemreq.GetAttributeValue<string>("new_name"),
* GiftName = redemreq.GetRelatedEntity(ServiceContext, "new_new_gift_new_redemptionrequest_Gift") != null ? redemreq.GetRelatedEntity(ServiceContext, "new_new_gift_new_redemptionrequest_Gift").GetAttributeValue<string>("new_name") : " ",
* }));//.OrderBy(gift => gift.GiftName));
*/
_memberships.Columns["EntityImage"].ColumnName = "Loyalty Image";
_memberships.Columns["LPName"].ColumnName = "Loyalty Program Name";
_memberships.Columns["Tier"].ColumnName = "Membership Tier";
_memberships.Columns["PointBalance"].ColumnName = "Points Balance";
MembershipListView.DataKeyNames = new[] { "membershipid" };
MembershipListView.DataSource = _memberships;
MembershipListView.DataBind();
}
public static EnvironmentVariableDefinition GetEnvironmentVariableDefinition(this XrmContext xrmcontext, string key) => xrmcontext.EnvironmentVariableDefinitionSet.SingleOrDefault(e => e.SchemaName == key);
protected void Page_Init(object sender, EventArgs e)
{
if (ServiceRequestRollupRecord != null)
{
var serviceRequestTypeReference =
ServiceRequestRollupRecord.GetAttributeValue <EntityReference>("adx_servicerequesttype");
var serviceRequestType =
XrmContext.CreateQuery("adx_servicerequesttype").FirstOrDefault(
srt => srt.GetAttributeValue <Guid>("adx_servicerequesttypeid") == serviceRequestTypeReference.Id);
var entityName = serviceRequestType.GetAttributeValue <string>("adx_entityname");
RegardingContactFieldName = serviceRequestType.GetAttributeValue <string>("adx_regardingcontactfieldname");
var trueMetadataRequest = new RetrieveEntityRequest
{
LogicalName = entityName,
EntityFilters = EntityFilters.Attributes
};
var trueMetadataResponse = (RetrieveEntityResponse)XrmContext.Execute(trueMetadataRequest);
var primaryFieldName = trueMetadataResponse.EntityMetadata.PrimaryIdAttribute;
var entityId = ServiceRequestRollupRecord.GetAttributeValue <string>("adx_entityid");
var trueRecordId = Guid.Parse(entityId);
var trueRecord =
XrmContext.CreateQuery(entityName).FirstOrDefault(r => r.GetAttributeValue <Guid>(primaryFieldName) == trueRecordId);
ServiceRequest = trueRecord;
var regardingContact = ServiceRequest.GetAttributeValue <EntityReference>(RegardingContactFieldName);
if (regardingContact == null || Contact == null || regardingContact.Id != Contact.Id)
{
AddANote.Enabled = false;
AddANote.Visible = false;
AddNoteInline.Visible = false;
AddNoteInline.Enabled = false;
RenderCrmEntityFormView(entityName, primaryFieldName, serviceRequestType, trueRecordId, FormViewMode.ReadOnly);
var dataAdapterDependencies =
new PortalConfigurationDataAdapterDependencies(requestContext: Request.RequestContext, portalName: PortalName);
var dataAdapter = new AnnotationDataAdapter(dataAdapterDependencies);
var annotations = dataAdapter.GetAnnotations(ServiceRequest.ToEntityReference(),
new List <Order> {
new Order("createdon")
}, respectPermissions: false);
if (!annotations.Any())
{
NotesLabel.Visible = false;
NotesList.Visible = false;
}
NotesList.DataSource = annotations;
NotesList.DataBind();
}
else
{
RenderCrmEntityFormView(entityName, primaryFieldName, serviceRequestType, trueRecordId, FormViewMode.Edit);
var dataAdapterDependencies =
new PortalConfigurationDataAdapterDependencies(requestContext: Request.RequestContext, portalName: PortalName);
var dataAdapter = new AnnotationDataAdapter(dataAdapterDependencies);
var annotations = dataAdapter.GetAnnotations(ServiceRequest.ToEntityReference(),
new List <Order> {
new Order("createdon")
},
privacy: AnnotationPrivacy.Web | AnnotationPrivacy.Private | AnnotationPrivacy.Public, respectPermissions: false);
NotesList.DataSource = annotations;
NotesList.DataBind();
}
if (Request.IsAuthenticated && Contact != null)
{
var dataAdapter = CreateAlertDataAdapter();
var hasAlert = dataAdapter.HasAlert(Contact.ToEntityReference());
AddAlert.Visible = !hasAlert;
RemoveAlert.Visible = hasAlert;
}
else
{
AddAlertLoginLink.Visible = true;
}
DisplaySlaDetails(serviceRequestType);
}
}
protected void OpportunityUpdated(object sender, CrmEntityFormViewUpdatedEventArgs e)
{
var context = PortalCrmConfigurationManager.CreateServiceContext();
var opportunity = context.CreateQuery("opportunity").First(o => o.GetAttributeValue <Guid>("opportunityid") == e.Entity.Id);
var partnerReference = opportunity.GetAttributeValue <EntityReference>("msa_partnerid");
if (partnerReference == null)
{
return;
}
var partner = context.CreateQuery("account").First(p => p.GetAttributeValue <Guid>("accountid") == partnerReference.Id);
if (partner.GetAttributeValue <int?>("adx_numberofopportunitiesaccepted").GetValueOrDefault(0) == 0)
{
partner.SetAttributeValue("adx_numberofopportunitiesaccepted", 1);
}
var oppnote = new Entity("adx_opportunitynote");
var oppnote2 = new Entity("adx_opportunitynote");
var feedbackrate = (double)(partner.GetAttributeValue <int?>("adx_numberofopportunitieswithfeedback").GetValueOrDefault(0)) / (partner.GetAttributeValue <int?>("adx_numberofopportunitiesaccepted").GetValueOrDefault(1));
if (UpdatePipelinePhase.Checked)
{
context.SetOpportunityStatusAndSave(opportunity, "Open", 0);
opportunity.SetAttributeValue("statuscode", new OptionSetValue((int)Adxstudio.Xrm.Partner.Enums.OpportunityStatusReason.InProgress));
if (!opportunity.GetAttributeValue <bool?>("adx_feedbackyet").GetValueOrDefault(false))
{
if (!(opportunity.GetAttributeValue <bool?>("adx_partnercreated").GetValueOrDefault(false)))
{
partner.SetAttributeValue("adx_numberofopportunitieswithfeedback", partner.GetAttributeValue <int?>("adx_numberofopportunitieswithfeedback").GetValueOrDefault(0) + 1);
partner.SetAttributeValue("adx_feedbackrate", feedbackrate);
opportunity.SetAttributeValue("adx_feedbackyet", true);
}
}
oppnote.SetAttributeValue("adx_name", PipelinePhase.SelectedItem.Text);
oppnote.SetAttributeValue("adx_date", DateTime.UtcNow);
oppnote.SetAttributeValue("adx_description", PipelineUpdateDetails.Text);
}
else if (WinOpportunity.Checked)
{
context.SetOpportunityStatusAndSave(opportunity, "Won", 0);
opportunity.SetAttributeValue("statuscode", new OptionSetValue((int)Adxstudio.Xrm.Partner.Enums.OpportunityStatusReason.Purchased));
if (!opportunity.GetAttributeValue <bool?>("adx_feedbackyet").GetValueOrDefault(false))
{
if (!(opportunity.GetAttributeValue <bool?>("adx_partnercreated").GetValueOrDefault(false)))
{
partner.SetAttributeValue("adx_numberofopportunitieswithfeedback", partner.GetAttributeValue <int?>("adx_numberofopportunitieswithfeedback").GetValueOrDefault(0) + 1);
partner.SetAttributeValue("adx_feedbackrate", feedbackrate);
opportunity.SetAttributeValue("adx_feedbackyet", true);
}
}
opportunity.SetAttributeValue("adx_wondate", DateTime.UtcNow);
var wonSetting = XrmContext.CreateQuery("adx_sitesetting").FirstOrDefault(ss => ss.GetAttributeValue <string>("adx_name") == "Won Opportunity Note");
var wonNote = "Won";
wonNote = (wonSetting != null) ? wonSetting.GetAttributeValue <string>("adx_value") : wonNote;
oppnote.SetAttributeValue("adx_name", wonNote);
oppnote.SetAttributeValue("adx_date", DateTime.UtcNow);
oppnote.SetAttributeValue("adx_description", WonDetails.Text);
}
else if (CancelOpportunity.Checked)
{
context.SetOpportunityStatusAndSave(opportunity, "Lost", 0);
opportunity.SetAttributeValue("statuscode", new OptionSetValue((int)Adxstudio.Xrm.Partner.Enums.OpportunityStatusReason.Canceled));
if (!opportunity.GetAttributeValue <bool?>("adx_feedbackyet").GetValueOrDefault(false))
{
if (!(opportunity.GetAttributeValue <bool?>("adx_partnercreated").GetValueOrDefault(false)))
{
partner.SetAttributeValue("adx_numberofopportunitieswithfeedback", partner.GetAttributeValue <int?>("adx_numberofopportunitieswithfeedback").GetValueOrDefault(0) + 1);
partner.SetAttributeValue("adx_feedbackrate", feedbackrate);
opportunity.SetAttributeValue("adx_feedbackyet", true);
}
}
var cancelSetting = XrmContext.CreateQuery("adx_sitesetting").FirstOrDefault(ss => ss.GetAttributeValue <string>("adx_name") == "Cancel Opportunity Note");
var cancelNote = "Canceled";
cancelNote = (cancelSetting != null) ? cancelSetting.GetAttributeValue <string>("adx_value") : cancelNote;
oppnote.SetAttributeValue("adx_name", cancelNote);
oppnote.SetAttributeValue("adx_date", DateTime.UtcNow);
oppnote.SetAttributeValue("adx_description", CancelDetails.Text);
}
else if (AddContactCheckBox.Checked)
{
var selectedGuid = new Guid(AddContactList.SelectedItem.Value);
var contact = context.CreateQuery("contact").FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == selectedGuid);
var contactCrossover = opportunity.GetRelatedEntities(context, new Relationship("adx_opportunity_contact")).FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == contact.GetAttributeValue <Guid>("contactid"));
if (contactCrossover == null)
{
context.AddLink(opportunity, new Relationship("adx_opportunity_contact"), contact);
oppnote2.SetAttributeValue("adx_name", "Contact Added: " + contact.GetAttributeValue <string>("fullname"));
oppnote2.SetAttributeValue("adx_date", DateTime.UtcNow);
oppnote2.SetAttributeValue("adx_description", "Contact Added: " + contact.GetAttributeValue <string>("fullname"));
context.UpdateObject(contact);
}
//var opportunity = OpenOpportunity;
}
else if (ReturnToNetwork.Checked)
{
context.SetOpportunityStatusAndSave(opportunity, "Lost", 0);
opportunity.SetAttributeValue("statuscode", new OptionSetValue((int)Adxstudio.Xrm.Partner.Enums.OpportunityStatusReason.Returned));
if (!(opportunity.GetAttributeValue <bool?>("adx_partnercreated").GetValueOrDefault(false)))
{
partner.SetAttributeValue("adx_numberofreturnedopportunities", partner.GetAttributeValue <int?>("adx_numberofreturnedopportunities").GetValueOrDefault(0) + 1);
partner.SetAttributeValue("adx_returnrate", (double)partner.GetAttributeValue <int?>("adx_numberofreturnedopportunities").GetValueOrDefault(0) / (partner.GetAttributeValue <int?>("adx_numberofopportunitiesaccepted").GetValueOrDefault(1)));
}
var returnSetting = XrmContext.CreateQuery("adx_sitesetting").FirstOrDefault(ss => ss.GetAttributeValue <string>("adx_name") == "Return Opportunity Note");
var returnNote = "Returned to Network";
returnNote = (returnSetting != null) ? returnSetting.GetAttributeValue <string>("adx_value") : returnNote;
oppnote.SetAttributeValue("adx_name", returnNote);
oppnote.SetAttributeValue("adx_date", DateTime.UtcNow);
oppnote.SetAttributeValue("adx_description", ReasonForReturn.SelectedItem.Text);
//add the OpportunityNote entity
}
var calculatePartnerDetailsAction = new Entity("adx_calculatepartnercapacityworkflowaction");
calculatePartnerDetailsAction.SetAttributeValue("adx_accountid", partner.ToEntityReference());
var assignedto = opportunity.GetRelatedEntity(context, new Relationship("msa_contact_opportunity"));
if (!String.IsNullOrEmpty(oppnote.GetAttributeValue <string>("adx_name")))
{
oppnote.SetAttributeValue("adx_opportunityid", opportunity.ToEntityReference());
oppnote.SetAttributeValue("adx_assignedto", assignedto != null ? assignedto.GetAttributeValue <string>("fullname") : string.Empty);
context.AddObject(oppnote);
}
if (!String.IsNullOrEmpty(oppnote2.GetAttributeValue <string>("adx_name")))
{
oppnote2.SetAttributeValue("adx_opportunityid", opportunity.ToEntityReference());
oppnote2.SetAttributeValue("adx_assignedto", assignedto != null ? assignedto.GetAttributeValue <string>("fullname") : string.Empty);
context.AddObject(oppnote2);
}
var oppID = opportunity.Id;
context.UpdateObject(partner);
context.UpdateObject(opportunity);
context.SaveChanges();
if (!(opportunity.GetAttributeValue <bool?>("adx_partnercreated").GetValueOrDefault(false)))
{
context.AddObject(calculatePartnerDetailsAction);
}
context.SaveChanges();
var opp = context.CreateQuery("opportunity").FirstOrDefault(o => o.GetAttributeValue <Guid>("opportunityid") == oppID);
if (opp != null)
{
CurrentlyAssignedToLabel.Text = assignedto != null?assignedto.GetAttributeValue <string>("fullname") : string.Empty;
PipelinePhaseText.Text = HttpUtility.HtmlEncode(opp.GetAttributeValue <string>("stepname"));
}
DisableControlsBasedOnPipelinePhaseAndAccessPermissions();
BindPipelinePhaseDetails();
GetLeadHistory();
GetContactList();
ConfirmationMessage.Visible = true;
}
public Generic_Steps()
{
CRM = new XrmContext();
service = CRM.FakeXrmContext.GetOrganizationService();
}
protected void SaveButton_Click(object sender, EventArgs args)
{
foreach (GridViewRow row in NewOpportunitiesList.Rows)
{
var dataKey = new Guid(NewOpportunitiesList.DataKeys[row.RowIndex].Value.ToString());
var cellCount = row.Cells.Count;
var acceptCell = row.Cells[cellCount - 2];
var accept = acceptCell.FindControl(dataKey + "_accept") as CheckBox;
var declineCell = row.Cells[cellCount - 1];
var decline = declineCell.FindControl(dataKey + "_decline") as CheckBox;
var opportunity = XrmContext.CreateQuery("opportunity").FirstOrDefault(o => o.GetAttributeValue <Guid>("opportunityid") == dataKey);
if (SavedOpportunities.Contains(dataKey.ToString()) ||
(!accept.Checked && !decline.Checked) || (accept.Checked && decline.Checked))
{
continue;
}
var partnerReference = opportunity.GetAttributeValue <EntityReference>("msa_partnerid");
if (partnerReference == null)
{
continue;
}
var partner = XrmContext.CreateQuery("account").First(a => a.GetAttributeValue <Guid>("accountid") == partnerReference.Id);
var oppPermissions = XrmContext.GetOpportunityAccessByContactForParentAccount(Contact).Where(oa =>
oa.GetAttributeValue <bool?>("adx_acceptdecline").GetValueOrDefault(false));
if (partner.GetAttributeValue <int?>("adx_numberofopportunitiesdelivered").GetValueOrDefault(0) == 0)
{
partner.SetAttributeValue("adx_numberofopportunitiesdelivered", 1);
}
var touchrate = (double)(partner.GetAttributeValue <int?>("adx_numberofopportunitiesaccepted").GetValueOrDefault(0) + (partner.GetAttributeValue <int?>("adx_numberofopportunitiesdeclined").GetValueOrDefault(0))) / (partner.GetAttributeValue <int?>("adx_numberofopportunitiesdelivered").GetValueOrDefault(1));
partner.SetAttributeValue("adx_touchrate", touchrate);
if (accept.Checked)
{
if (oppPermissions.ToList().Any())
{
//we mark this opportunity as accepted
opportunity.SetAttributeValue("statuscode", new OptionSetValue((int)Adxstudio.Xrm.Partner.Enums.OpportunityStatusReason.Accepted));
opportunity.SetAttributeValue("stepname", OpportunityHistory.PipelinePhaseAccepted);
opportunity.SetAttributeValue("adx_accepteddate", DateTime.UtcNow);
partner.SetAttributeValue("adx_numberofopportunitiesaccepted", partner.GetAttributeValue <int?>("adx_numberofopportunitiesaccepted").GetValueOrDefault(0) + 1);
}
}
else if (decline.Checked)
{
if (oppPermissions.ToList().Any())
{
//we mark this opportunity as declined
opportunity.SetAttributeValue("statuscode", new OptionSetValue((int)Adxstudio.Xrm.Partner.Enums.OpportunityStatusReason.Declined));
opportunity.SetAttributeValue("stepname", OpportunityHistory.PipelinePhaseDeclined);
partner.SetAttributeValue("adx_numberofopportunitiesdeclined", partner.GetAttributeValue <int?>("adx_numberofopportunitiesdeclined").GetValueOrDefault(0) + 1);
partner.SetAttributeValue("adx_activeopportunitycount", partner.GetAttributeValue <int?>("adx_activeopportunitycount").GetValueOrDefault(0) - 1);
XrmContext.AddLink(opportunity, new Relationship("adx_account_declinedopportunity"), partner);
}
}
opportunity.SetAttributeValue("adx_expirydate", null);
XrmContext.UpdateObject(opportunity);
XrmContext.UpdateObject(partner);
XrmContext.SaveChanges();
SavedOpportunities += dataKey + ",";
}
RestoreCheckedValues();
//Response.Redirect(Request.RawUrl);
}
protected void Register_Click(object sender, EventArgs e)
{
if (!Page.IsValid)
{
return;
}
// Determine if the user is already in the CRM as either a lead or customer
var existingContact = XrmContext.ContactSet.FirstOrDefault(c => c.EMailAddress1 == EMail.Text);
var existingLead = XrmContext.LeadSet.FirstOrDefault(l => l.EMailAddress1 == EMail.Text);
var eventParticipant = new ActivityParty();
if (existingContact != null)
{
eventParticipant.contact_activity_parties = existingContact;
eventParticipant.PartyId = new EntityReference(Contact.EntityLogicalName, existingContact.ContactId.GetValueOrDefault());
}
else if (existingLead != null)
{
eventParticipant.lead_activity_parties = existingLead;
eventParticipant.PartyId = new EntityReference(Lead.EntityLogicalName, existingLead.Id);
}
else
{
// No Contact or Lead previously exsits in the CRM
// Create the registrant as a lead in the CRM
var newLead = new Lead
{
Subject = string.Format("{0}, {1}: {2}", LastName.Text, FirstName.Text, Campaign.Name),
FirstName = FirstName.Text,
LastName = LastName.Text,
CompanyName = CompanyName.Text,
LeadQualityCode = 2,
Telephone1 = Phone.Text,
EMailAddress1 = EMail.Text,
Address1_Line1 = Address1.Text,
Address1_Line2 = Address2.Text,
Address1_Line3 = Address3.Text,
Address1_StateOrProvince = State.Text,
Address1_PostalCode = PostalCode.Text,
Address1_Country = Country.Text
};
XrmContext.AddObject(newLead);
XrmContext.SaveChanges();
existingLead = XrmContext.LeadSet.FirstOrDefault(l => l.EMailAddress1 == EMail.Text);
if (existingLead != null)
{
eventParticipant.lead_activity_parties = existingLead;
eventParticipant.PartyId = new EntityReference(Lead.EntityLogicalName, existingLead.Id);
}
}
// Register user for event by creating a marketing response
var registration = new CampaignResponse
{
Customer = new[] { eventParticipant },
RegardingObjectId = Campaign.ToEntityReference(),
ResponseCode = 200000,
Subject = string.Format("{0}, {1}: {2}", LastName.Text, FirstName.Text, Campaign.Name),
ChannelTypeCode = 200000,
ReceivedOn = DateTime.Now,
FirstName = FirstName.Text,
LastName = LastName.Text,
MSA_StreetAddress1 = Address1.Text,
MSA_StreetAddress2 = Address2.Text,
MSA_StreetAddress3 = Address3.Text,
MSA_City = City.Text,
MSA_State = State.Text,
MSA_PostalCode = PostalCode.Text,
MSA_Country = Country.Text,
CompanyName = CompanyName.Text,
MSA_JobTitle = JobTitle.Text,
Telephone = Phone.Text,
EMailAddress = EMail.Text,
Description = Notes.Text,
MSA_PreferredMethodofCommunication = CommunicationMethod.SelectedIndex
};
XrmContext.AddObject(registration);
XrmContext.SaveChanges();
//Show Confirmation
RegForm.Visible = false;
ConfirmationMsg.Visible = true;
EventExportLink.NavigateUrl = string.Format("/Event.axd?type=registration&id={0}", Campaign.Id);
}
protected void OnItemInserted(object sender, CrmEntityFormViewInsertedEventArgs e)
{
var contact = XrmContext.CreateQuery("contact").FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == e.EntityId);
if (contact == null)
{
throw new Exception(string.Format("Contact could not be found with contactid equal to '{0}'", e.EntityId));
}
var parentCustomerAccount = Contact.GetAttributeValue <EntityReference>("parentcustomerid") == null ? null : ServiceContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == Contact.GetAttributeValue <EntityReference>("parentcustomerid").Id);
if (parentCustomerAccount == null)
{
throw new Exception("Parent Customer Account could not be found associated to the current user's contact.");
}
Guid accountId = (Guid.TryParse(CompanyNameList.SelectedValue, out accountId)) ? accountId : Guid.Empty;
var account = XrmContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == accountId);
var opportunity = OriginatingOpportunity == null ? null : XrmContext.CreateQuery("opportunity").FirstOrDefault(o => o.GetAttributeValue <Guid>("opportunityid") == OriginatingOpportunity.Id);
if (opportunity != null)
{
var contactCrossover = opportunity.GetRelatedEntities(XrmContext, new Relationship("adx_opportunity_contact")).FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == contact.GetAttributeValue <Guid>("contactid"));
var oppnote = new Entity("adx_opportunitynote");
if (contactCrossover == null)
{
XrmContext.AddLink(opportunity, new Relationship("adx_opportunity_contact"), contact);
oppnote.SetAttributeValue("adx_name", "Contact Added: " + contact.GetAttributeValue <string>("fullname"));
oppnote.SetAttributeValue("adx_date", DateTime.UtcNow);
oppnote.SetAttributeValue("adx_description", "Contact Added: " + contact.GetAttributeValue <string>("fullname"));
oppnote.SetAttributeValue("adx_opportunityid", opportunity.ToEntityReference());
var assignedToContact = opportunity.GetRelatedEntity(XrmContext, new Relationship("msa_contact_opportunity"));
oppnote.SetAttributeValue("adx_assignedto", assignedToContact != null ? assignedToContact.GetAttributeValue <string>("fullname") : string.Empty);
XrmContext.AddObject(oppnote);
XrmContext.UpdateObject(opportunity);
}
}
contact.SetAttributeValue("msa_managingpartnerid", parentCustomerAccount.ToEntityReference());
if (account != null)
{
contact.SetAttributeValue("parentcustomerid", account.ToEntityReference());
XrmContext.UpdateObject(account);
}
XrmContext.UpdateObject(contact);
if (SetAsPrimary)
{
if (account == null)
{
throw new Exception(string.Format("Could not find an account with accountid equal to '{0}'.", accountId));
}
account.SetAttributeValue("primarycontactid", contact.ToEntityReference());
XrmContext.UpdateObject(account);
}
XrmContext.SaveChanges();
if (opportunity != null)
{
var url = GetUrlForRequiredSiteMarker("Opportunity Details");
url.QueryString.Set("OpportunityID", opportunity.GetAttributeValue <Guid>("opportunityid").ToString());
Response.Redirect(url.PathWithQueryString);
}
else if (ReturnToAccount)
{
if (account == null)
{
throw new Exception(string.Format("Could not find an account with accountid equal to '{0}'.", accountId));
}
var url = GetUrlForRequiredSiteMarker("Edit Customer Account");
url.QueryString.Set("AccountID", account.Id.ToString());
Response.Redirect(url.PathWithQueryString);
}
else if (FromCreateOpportunity)
{
if (account == null)
{
throw new Exception(string.Format("Could not find an account with accountid equal to '{0}'.", accountId));
}
var url = GetUrlForRequiredSiteMarker("Create Opportunity");
url.QueryString.Set("AccountId", account.Id.ToString());
Response.Redirect(url.PathWithQueryString);
}
else
{
var url = GetUrlForRequiredSiteMarker("Manage Customer Contacts");
Response.Redirect(url.PathWithQueryString);
}
}
protected void Page_Load(object sender, EventArgs e)
{
//RedirectToLoginIfAnonymous();
if (IsPostBack)
{
return;
}
var parameter = new Parameter("Filter", DbType.String, WebAnnotationPrefix);
CrmNoteSource.WhereParameters.Add(parameter);
if (Case == null)
{
actionResultMessage.Text = "Case not found";
CaseInfoPanel.Visible = false;
CaseInfoPanelNotes.Visible = false;
EditPanel.Visible = false;
return;
}
TitleLabel.Text = Case.Title;
CaseNumberLabel.Text = " Case Number: " + Case.TicketNumber;
StatusReasonLabel.Text = Enum.GetName(typeof(Enums.IncidentState), Case.StateCode.GetValueOrDefault());
string Description = Case.Description;
if (Description != null)
{
Description = Description.TrimStart(); Description = Description.TrimEnd();
if (Description.Length > 1000)
{
Description += Description.Substring(1, 999);
}
descriptionTextBox.Text = Description;
}
XrmContext.Attach(Case);
if (Case.subject_incidents != null)
{
SubjectLabel.Text = "| Subject: " + Case.subject_incidents.Title;
}
XrmContext.Detach(Case);
CaseTypeLabel.Text = "| Case Type: " + GetCaseTypeCodeOptionLabelByValue(Case.CaseTypeCode.GetValueOrDefault());
CreatedOn.Text = Case.CreatedOn.GetValueOrDefault().ToLocalTime().ToString();
LastModifiedOn.Text = Case.ModifiedOn.GetValueOrDefault().ToLocalTime().ToString();
if (Case.KbArticleId != null)
{
KB.Text = "Please see the following KB article: <a href=\"/kb/kb-article?id=" + Case.KbArticleId + "\">" + Case.kbarticle_incidents.Title + "</a><br/>";
}
var access = ServiceContext.GetCaseAccessByContact(Contact) as Adx_caseaccess;
if (access == null || !access.Adx_Write.GetValueOrDefault())
{
UpdateFields.Visible = false;
UpdateButton.Visible = false;
}
if (Case.StateCode != (int)Enums.IncidentState.Active)
{
EditPanel.Enabled = false;
UpdateButton.Visible = false;
CancelCaseButton.Visible = false;
CloseCasePanel.Visible = false;
ReopenCase.Visible = true;
}
////Get Activities for cases.
var result = new List <Entity>();
var activityPointer =
from c in XrmContext.CreateQuery("activitypointer")
where c.GetAttributeValue <Guid?>("regardingobjectid") == Case.Id
select c;
result.AddRange(activityPointer);
if (result.Count > 0)
{
foreach (Entity ent in result)
{
if (!ent.Contains("actualdurationminutes"))
{
ent.Attributes.Add("actualdurationminutes", "0");
}
if (ent.Attributes["activitytypecode"].ToString().Trim() == "email")
{
if (ent.Contains("description"))
{
string emailDescription = ent.Attributes["description"].ToString();
emailDescription = StripHtml(emailDescription);
if (emailDescription.Length > 1000)
{
emailDescription = emailDescription.Substring(0, 1999);
}
ent.Attributes["description"] = emailDescription;
}
}
if (!ent.Contains("description"))
{
ent.Attributes.Add("description", "");
}
}
ActivityList.DataKeyNames = new[] { "activityid" };
ActivityList.DataSource = result.ToDataTable(XrmContext);
//ActivityList.ColumnsGenerator = new CrmSavedQueryColumnsGenerator("Activities Web View");
ActivityList.DataBind();
}
}
private void SetStateCanceled(Entity entity)
{
XrmContext.SetState((int)Enums.IncidentState.Canceled, -1, entity);
}
protected void CloseRelatedActivities()
{
XrmContext.Attach(Case);
var activities = Case.Incident_ActivityPointers;
XrmContext.Detach(Case);
if (activities == null)
{
return;
}
foreach (ActivityPointer a in activities)
{
if (a.StateCode == (int)Enums.ActivityPointerState.Open || a.StateCode == (int)Enums.ActivityPointerState.Scheduled)
{
var activityGuid = a.ActivityId;
var activityTypeCode = a.ActivityTypeCode;
switch (activityTypeCode)
{
case "phonecall":
var phonecall = XrmContext.PhoneCallSet.Where(pc => pc.ActivityId == activityGuid).FirstOrDefault();
SetStateCanceled(phonecall);
break;
case "task":
var task = XrmContext.TaskSet.Where(t => t.ActivityId == activityGuid).FirstOrDefault();
SetStateCanceled(task);
break;
case "fax":
var fax = XrmContext.FaxSet.Where(f => f.ActivityId == activityGuid).FirstOrDefault();
SetStateCanceled(fax);
break;
case "email":
var email = XrmContext.EmailSet.Where(e => e.ActivityId == activityGuid).FirstOrDefault();
SetStateCanceled(email);
break;
case "letter":
var letter = XrmContext.LetterSet.Where(l => l.ActivityId == activityGuid).FirstOrDefault();
SetStateCanceled(letter);
break;
case "appointment":
var appointment = XrmContext.AppointmentSet.Where(ap => ap.ActivityId == activityGuid).FirstOrDefault();
SetStateCanceled(appointment);
break;
case "serviceappointment":
var serviceAct = XrmContext.ServiceAppointmentSet.Where(s => s.ActivityId == activityGuid).FirstOrDefault();
SetStateCanceled(serviceAct);
break;
default:
break;
}
}
}
return;
}
private Entity GetPrimaryContactAndSetCompanyName()
{
if (OpenOpportunity == null)
{
return(null);
}
Entity primaryContact = null;
var customer = OpenOpportunity.GetAttributeValue <EntityReference>("customerid");
if (customer.LogicalName == "account")
{
var account = XrmContext.CreateQuery("account").First(a => a.GetAttributeValue <Guid>("accountid") == customer.Id);
CompanyName.Text = account.GetAttributeValue <string>("name");
primaryContact = account.GetRelatedEntity(XrmContext, new Relationship("account_primary_contact"));
var channelPermission = XrmContext.GetChannelAccessByContact(Contact);
var channelWriteAccess = (channelPermission != null && channelPermission.GetAttributeValue <bool?>("adx_write").GetValueOrDefault(false));
var channelReadAccess = (channelPermission != null && channelPermission.GetAttributeValue <bool?>("adx_read").GetValueOrDefault(false));
var parentAccount = (account.GetAttributeValue <EntityReference>("msa_managingpartnerid") != null) ? XrmContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == account.GetAttributeValue <EntityReference>("msa_managingpartnerid").Id) : null;
if (parentAccount != null && ((channelPermission != null && channelPermission.GetAttributeValue <EntityReference>("adx_accountid") != null) && channelPermission.GetAttributeValue <EntityReference>("adx_accountid").Equals(parentAccount.ToEntityReference())) && (parentAccount.GetAttributeValue <OptionSetValue>("accountclassificationcode") != null && parentAccount.GetAttributeValue <OptionSetValue>("accountclassificationcode").Value == 100000000))
{
if (channelWriteAccess)
{
CompanyName.Text = string.Format(@"<a href=""{0}"" class=""Edit"">{1}</a>",
HttpUtility.HtmlEncode(EditAccountUrl(account.GetAttributeValue <Guid>("accountid"))),
HttpUtility.HtmlEncode(CompanyName.Text));
}
else if (channelReadAccess)
{
CompanyName.Text = string.Format(@"<a href=""{0}"" class=""Edit"">{1}</a>",
HttpUtility.HtmlEncode(ReadOnlyAccountUrl(account.GetAttributeValue <Guid>("accountid"))),
HttpUtility.HtmlEncode(CompanyName.Text));
}
}
//CompanyName.Attributes.Add("style", "white-space: nowrap;");
}
else if (customer.LogicalName == "contact")
{
primaryContact = XrmContext.CreateQuery("contact").First(c => c.GetAttributeValue <Guid>("contactid") == customer.Id);
var account = primaryContact.GetRelatedEntity(XrmContext, new Relationship("account_primary_contact"));
CompanyName.Text = account != null?account.GetAttributeValue <string>("name") : primaryContact.GetAttributeValue <string>("adx_organizationname");
}
return(primaryContact);
}
protected void OpportunitiesList_OnRowDataBound(object sender, GridViewRowEventArgs e)
{
if (e.Row.RowType == DataControlRowType.Header)
{
e.Row.Cells[0].Visible = false;
e.Row.Cells.Add(new TableHeaderCell {
Text = "Accept"
});
e.Row.Cells.Add(new TableHeaderCell {
Text = "Decline"
});
return;
}
if (e.Row.RowType != DataControlRowType.DataRow)
{
return;
}
e.Row.Cells[0].Visible = false;
var dataKey = HttpUtility.HtmlEncode(NewOpportunitiesList.DataKeys[e.Row.RowIndex].Value.ToString());
//e.Row.Cells[1].Attributes.Add("style", "white-space: nowrap;");
foreach (var cell in e.Row.Cells.Cast <DataControlFieldCell>().Where(cell => cell.ContainingField.HeaderText == "Est. Revenue"))
{
decimal parsedDecimal;
if (decimal.TryParse(cell.Text, out parsedDecimal))
{
cell.Text = parsedDecimal.ToString("C");
}
}
var oppPermissions = XrmContext.GetOpportunityAccessByContactForParentAccount(Contact).Where(oa =>
oa.GetAttributeValue <bool?>("adx_acceptdecline") ?? false == true);
var acceptCell = new TableCell {
HorizontalAlign = HorizontalAlign.Center, Width = new Unit("1%")
};
var acceptCheckBox = new CheckBox {
ID = dataKey + "_accept", CssClass = "accept"
};
acceptCheckBox.InputAttributes["class"] = dataKey;
acceptCell.Controls.Add(acceptCheckBox);
e.Row.Cells.Add(acceptCell);
var declineCell = new TableCell {
HorizontalAlign = HorizontalAlign.Center, Width = new Unit("1%")
};
var declineCheckBox = new CheckBox {
ID = dataKey + "_decline", CssClass = "decline"
};
declineCheckBox.InputAttributes["class"] = dataKey;
declineCell.Controls.Add(declineCheckBox);
e.Row.Cells.Add(declineCell);
if (!oppPermissions.ToList().Any())
{
acceptCheckBox.Enabled = false;
declineCheckBox.Enabled = false;
}
}
private void RenderCrmEntityFormView(string entityName, string primaryFieldName, Entity serviceRequestType, Guid trueRecordId, FormViewMode formMode)
{
var serviceRequestDataSource = CreateDataSource("SeriveRequestDataSource", entityName, primaryFieldName, trueRecordId);
Entity entityForm = null;
entityForm = (serviceRequestType.GetAttributeValue <EntityReference>("adx_entityformid") != null)
? XrmContext.CreateQuery("adx_entityform").FirstOrDefault(e => e.GetAttributeValue <Guid>("adx_entityformid") ==
serviceRequestType.GetAttributeValue <EntityReference>("adx_entityformid").Id) :
XrmContext.CreateQuery("adx_entityform").FirstOrDefault(ef => ef.GetAttributeValue <string>("adx_name")
== "Web Service Request Details" && ef.GetAttributeValue <string>("adx_entityname") == entityName);
if (entityForm != null)
{
var formRecordSourceDefinition = new FormEntitySourceDefinition(entityName, primaryFieldName, trueRecordId);
var entityFormControl = new EntityForm(entityForm.ToEntityReference(), formRecordSourceDefinition)
{
ID = "CustomEntityFormControl",
FormCssClass = "crmEntityFormView",
PreviousButtonCssClass = "btn btn-default",
NextButtonCssClass = "btn btn-primary",
SubmitButtonCssClass = "btn btn-primary",
ClientIDMode = ClientIDMode.Static /*,
* EntityFormReference = entityForm.ToEntityReference(),
* EntitySourceDefinition = formRecordSourceDefinition*/
};
var languageCodeSetting = ServiceContext.GetSiteSettingValueByName(Portal.Website, "Language Code");
if (!string.IsNullOrWhiteSpace(languageCodeSetting))
{
int languageCode;
if (int.TryParse(languageCodeSetting, out languageCode))
{
entityFormControl.LanguageCode = languageCode;
}
}
CrmEntityFormViewPanel.Controls.Add(entityFormControl);
}
else
{
var mappingFieldCollection = new MappingFieldMetadataCollection()
{
FormattedLocationFieldName = serviceRequestType.GetAttributeValue <string>("adx_locationfieldname"),
LatitudeFieldName = serviceRequestType.GetAttributeValue <string>("adx_latitudefieldname"),
LongitudeFieldName = serviceRequestType.GetAttributeValue <string>("adx_longitudefieldname")
};
var serviceRequestFormView = new CrmEntityFormView()
{
FormName = "Web Details",
Mode = formMode,
EntityName = entityName,
CssClass = "crmEntityFormView",
SubmitButtonCssClass = "btn btn-primary",
AutoGenerateSteps = false,
ClientIDMode = ClientIDMode.Static,
MappingFieldCollection = mappingFieldCollection
};
var languageCodeSetting = ServiceContext.GetSiteSettingValueByName(Portal.Website, "Language Code");
if (!string.IsNullOrWhiteSpace(languageCodeSetting))
{
int languageCode;
if (int.TryParse(languageCodeSetting, out languageCode))
{
serviceRequestFormView.LanguageCode = languageCode;
serviceRequestFormView.ContextName = languageCode.ToString(CultureInfo.InvariantCulture);
serviceRequestDataSource.CrmDataContextName = languageCode.ToString(CultureInfo.InvariantCulture);
}
}
CrmEntityFormViewPanel.Controls.Add(serviceRequestFormView);
serviceRequestFormView.DataSourceID = serviceRequestDataSource.ID;
}
}
protected void Page_Load(object sender, EventArgs e)
{
RedirectToLoginIfNecessary();
var parentAccount = Contact.GetAttributeValue <EntityReference>("parentcustomerid") == null ? null : XrmContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == Contact.GetAttributeValue <EntityReference>("parentcustomerid").Id);
var contactAccessPermissions = parentAccount == null ? new List <Entity>() : XrmContext.GetContactAccessByContact(Contact).ToList();
var contactAccessPermissionsForParentAccount = parentAccount == null ? new List <Entity>() : contactAccessPermissions.Where(c => c.GetAttributeValue <EntityReference>("adx_accountid") != null && c.GetAttributeValue <EntityReference>("adx_accountid").Equals(parentAccount.ToEntityReference()) && c.GetAttributeValue <OptionSetValue>("adx_scope").Value == (int)Enums.ContactAccessScope.Account).ToList();
var canCreateContacts = false;
if (parentAccount == null)
{
ContactWebForm.Visible = false;
NoParentAccountError.Visible = true;
return;
}
if (!contactAccessPermissions.Any())
{
ContactWebForm.Visible = false;
NoContactAccessPermissionsRecordError.Visible = true;
return;
}
if (!contactAccessPermissionsForParentAccount.Any())
{
ContactWebForm.Visible = false;
NoContactAccessPermissionsForParentAccountError.Visible = true;
return;
}
foreach (var access in contactAccessPermissionsForParentAccount)
{
if (access.GetAttributeValue <bool?>("adx_create").GetValueOrDefault(false))
{
canCreateContacts = true;
}
}
if (!canCreateContacts)
{
ContactWebForm.Visible = false;
ContactAccessPermissionsError.Visible = true;
}
}
protected void Page_Load(object sender, EventArgs e)
{
RedirectToLoginIfAnonymous();
if (ContactToEdit == null)
{
RecordNotFoundError.Visible = true;
ManagePermissions.Visible = false;
return;
}
var parentAccount = Contact.GetAttributeValue <EntityReference>("parentcustomerid") == null ? null : XrmContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == Contact.GetAttributeValue <EntityReference>("parentcustomerid").Id);
var accountAccessPermissions = parentAccount == null ? new List <Entity>() : ServiceContext.GetAccountAccessByContact(Contact).ToList();
var accountAccessPermissionsForParentAccount = parentAccount == null ? new List <Entity>() : accountAccessPermissions.Where(a => a.GetAttributeValue <EntityReference>("adx_accountid") != null && a.GetAttributeValue <EntityReference>("adx_accountid").Equals(parentAccount.ToEntityReference())).ToList();
var contactAccessPermissions = parentAccount == null ? new List <Entity>() : XrmContext.GetContactAccessByContact(Contact).ToList();
var contactAccessPermissionsForParentAccount = parentAccount == null ? new List <Entity>() : contactAccessPermissions.Where(c => c.GetAttributeValue <EntityReference>("adx_accountid") != null && c.GetAttributeValue <EntityReference>("adx_accountid").Equals(parentAccount.ToEntityReference()) && c.GetAttributeValue <OptionSetValue>("adx_scope").Value == (int)Enums.ContactAccessScope.Account).ToList();
var channelPermissions = XrmContext.GetChannelAccessByContact(Contact);
var opportunityPermissions = XrmContext.GetOpportunityAccessByContact(Contact).FirstOrDefault();
var contactToEditOpportunityPermissions = XrmContext.CreateQuery("adx_opportunitypermissions").FirstOrDefault(c => c.GetAttributeValue <EntityReference>("adx_contactid") != null && c.GetAttributeValue <EntityReference>("adx_contactid").Equals(ContactToEdit.ToEntityReference()));
var contactToEditChannelPermissions = XrmContext.CreateQuery("adx_channelpermissions").FirstOrDefault(c => c.GetAttributeValue <EntityReference>("adx_contactid") != null && c.GetAttributeValue <EntityReference>("adx_contactid").Equals(ContactToEdit.ToEntityReference()));
var canEditContacts = false;
var canManagePermissions = false;
var canEditChannelPermissions = channelPermissions != null;
var canEditOpportunityPermissions = opportunityPermissions != null;
if (parentAccount == null)
{
ManagePermissions.Visible = false;
NoParentAccountError.Visible = true;
return;
}
if (!accountAccessPermissions.Any())
{
ManagePermissions.Visible = false;
NoAccountAccessPermissionsRecordError.Visible = true;
return;
}
if (!accountAccessPermissionsForParentAccount.Any())
{
ManagePermissions.Visible = false;
NoAccountAccessPermissionsForParentAccountError.Visible = true;
return;
}
if (!contactAccessPermissions.Any())
{
ManagePermissions.Visible = false;
NoContactAccessPermissionsRecordError.Visible = true;
return;
}
if (!contactAccessPermissionsForParentAccount.Any())
{
ManagePermissions.Visible = false;
NoContactAccessPermissionsForParentAccountError.Visible = true;
return;
}
foreach (var access in accountAccessPermissionsForParentAccount)
{
if (access.GetAttributeValue <bool?>("adx_managepermissions").GetValueOrDefault(false))
{
canManagePermissions = true;
}
}
if (!canManagePermissions)
{
ManagePermissions.Visible = false;
AccountAccessManagePermissionsDeniedError.Visible = true;
return;
}
foreach (var access in contactAccessPermissionsForParentAccount)
{
if (access.GetAttributeValue <bool?>("adx_write").GetValueOrDefault(false))
{
canEditContacts = true;
}
}
if (!canEditContacts)
{
ManagePermissions.Visible = false;
ContactAccessPermissionsError.Visible = true;
return;
}
if (channelPermissions == null && opportunityPermissions == null)
{
ManagePermissions.Visible = false;
NoPermissionsError.Visible = true;
return;
}
if (contactToEditOpportunityPermissions == null & contactToEditChannelPermissions == null)
{
ManagePermissions.Visible = false;
PermissionsRecordsForContactEditNotFoundError.Visible = true;
return;
}
if (!canEditOpportunityPermissions)
{
OpportunityPermissions.Visible = false;
NoOpportunityPermissionsRecordWarning.Visible = true;
}
else
{
if (contactToEditOpportunityPermissions == null)
{
OpportunityPermissions.Visible = false;
OpportunityPermissionsRecordForContactEditNotFoundError.Visible = true;
}
else
{
var opportunityPermissionsFormViewDataSource = new CrmDataSource {
ID = "OpportunityPermissionsFormViewDataSource", CrmDataContextName = OpportunityPermissionsFormView.ContextName
};
var opportunityPermissionsFetchXml =
string.Format(
"<fetch mapping='logical'><entity name='{0}'><all-attributes /><filter type='and'><condition attribute = '{1}' operator='eq' value='{{{2}}}'/></filter></entity></fetch>",
"adx_opportunitypermissions", "adx_opportunitypermissionsid", contactToEditOpportunityPermissions.Id);
opportunityPermissionsFormViewDataSource.FetchXml = opportunityPermissionsFetchXml;
OpportunityPermissions.Controls.Add(opportunityPermissionsFormViewDataSource);
OpportunityPermissionsFormView.DataSourceID = "OpportunityPermissionsFormViewDataSource";
}
}
if (!canEditChannelPermissions)
{
ChannelPermissions.Visible = false;
NoChannelPermissionsRecordWarning.Visible = true;
}
else
{
if (contactToEditChannelPermissions == null)
{
ChannelPermissions.Visible = false;
ChannelPermissionsRecordForContactEditNotFoundError.Visible = true;
}
else
{
var channelPermissionsFormViewDataSource = new CrmDataSource {
ID = "ChannelPermissionsWebViewDataSource", CrmDataContextName = ChannelPermissionsFormView.ContextName
};
var channelPermissionsFetchXml =
string.Format(
"<fetch mapping='logical'><entity name='{0}'><all-attributes /><filter type='and'><condition attribute = '{1}' operator='eq' value='{{{2}}}'/></filter></entity></fetch>",
"adx_channelpermissions", "adx_channelpermissionsid", contactToEditChannelPermissions.Id);
channelPermissionsFormViewDataSource.FetchXml = channelPermissionsFetchXml;
ChannelPermissions.Controls.Add(channelPermissionsFormViewDataSource);
ChannelPermissionsFormView.DataSourceID = "ChannelPermissionsWebViewDataSource";
}
}
if (!IsPostBack)
{
SetControlValues(contactToEditOpportunityPermissions, contactToEditChannelPermissions);
}
EnableControlsBasedOnPartnerAccess(opportunityPermissions, channelPermissions);
}
public static EnvironmentVariableValue GetEnvironmentVariableValue(this XrmContext xrmcontext, EnvironmentVariableDefinition definition)
=> xrmcontext.EnvironmentVariableValueSet.SingleOrDefault(v => v.EnvironmentVariableDefinitionId != null &&
v.EnvironmentVariableDefinitionId.Id == definition.Id);
private void BindProductsLeadNotesContactsAndAssignedTo()
{
var opportunityContact = OpenOpportunity.GetRelatedEntity(XrmContext, new Relationship("msa_contact_opportunity"));
CurrentlyAssignedToLabel.Text = (opportunityContact != null) ? opportunityContact.GetAttributeValue <string>("fullname") : string.Empty;
if (IsPostBack)
{
return;
}
Products.Text = string.Join(", ", OpenOpportunity.GetRelatedEntities(XrmContext, new Relationship("adx_opportunity_product")).Select(product => product.GetAttributeValue <string>("name")));
OpportunityNotes.Text = GetFormattedDescription(OpenOpportunity.GetAttributeValue <string>("description"));
//LeadAssignedTo.Text = OpenOpportunity.adx_PartnerAssignedTo;
var empli = new ListItem();
AssignToList.Items.Add(empli);
//var contacts = XrmContext.GetContactsForContact(Contact).Cast<Contact>();
AssertContactHasParentAccount();
var contacts = XrmContext.CreateQuery("contact").Where(c => c.GetAttributeValue <EntityReference>("parentcustomerid") == Contact.GetAttributeValue <EntityReference>("parentcustomerid"));
foreach (var contact in contacts)
{
if (contact.GetAttributeValue <OptionSetValue>("statecode") != null && contact.GetAttributeValue <OptionSetValue>("statecode").Value == 0)
{
var li = new ListItem()
{
Text = contact.GetAttributeValue <string>("fullname"),
Value = contact.GetAttributeValue <Guid>("contactid").ToString()
};
if (OpenOpportunity.GetAttributeValue <EntityReference>("msa_partneroppid") != null && li.Value == OpenOpportunity.GetAttributeValue <EntityReference>("msa_partneroppid").Id.ToString())
{
li.Selected = true;
}
AssignToList.Items.Add(li);
}
}
var partnerAccount = ServiceContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == (Contact.GetAttributeValue <EntityReference>("parentcustomerid") == null ? Guid.Empty : Contact.GetAttributeValue <EntityReference>("parentcustomerid").Id));
if (partnerAccount != null)
{
var fetchXmlString = string.Format(@"
<fetch mapping=""logical"" distinct=""true"">
<entity name=""contact"">
<attribute name=""fullname"" />
<attribute name=""telephone1"" />
<attribute name=""contactid"" />
<order attribute=""fullname"" descending=""false"" />
<link-entity name=""account"" from=""accountid"" to=""parentcustomerid"" alias=""accountmanagingpartnerlink"" link-type=""outer"">
</link-entity>
<link-entity name=""adx_opportunity_contact"" from=""contactid"" to=""contactid"" link-type=""outer"">
<link-entity name=""opportunity"" from=""opportunityid"" to=""opportunityid"" alias=""opportunitylink"" link-type=""outer""></link-entity>
</link-entity>
<filter type=""and"">
<filter type=""or"">
<condition attribute=""msa_managingpartnerid"" operator=""eq"" value=""{0}"" />
<condition entityname=""accountmanagingpartnerlink"" attribute=""msa_managingpartnerid"" operator=""eq"" value=""{0}"" />
</filter>
<condition entityname=""opportunitylink"" attribute=""opportunityid"" operator=""ne"" value=""{1}"" />
</filter>
</entity>
</fetch>" , partnerAccount.Id, OpenOpportunity.Id);
var fetchXml = XDocument.Parse(fetchXmlString);
var response = (RetrieveMultipleResponse)ServiceContext.Execute(new RetrieveMultipleRequest
{
Query = new FetchExpression(fetchXml.ToString())
});
var customerContacts = response.EntityCollection.Entities.ToList();
foreach (var li in customerContacts.Select(customerContact => new ListItem()
{
Text = customerContact.GetAttributeValue <string>("fullname"),
Value = customerContact.GetAttributeValue <Guid>("contactid").ToString()
}))
{
AddContactList.Items.Add(li);
}
}
if (AddContactList.Items.Count >= 1)
{
return;
}
AddContactList.Visible = false;
AddContactCheckBox.Visible = false;
}
public static AppModule GetAppModuleByUniqueName(this XrmContext xrmcontext, string appname) => string.IsNullOrEmpty(appname) ? null : xrmcontext.AppModuleSet.SingleOrDefault(a => a.UniqueName == appname);
