/// <summary>
/// Extract term store groups
/// </summary>
/// <param name="configVal">Configuration values from excel</param>
/// <returns>Term sets</returns>
internal static TermSets FetchGroupTerms(Dictionary <string, string> configVal)
{
TermStoreDetails termStoreDetails = new TermStoreDetails();
termStoreDetails.TermSetName = ConfigurationManager.AppSettings["PracticeGroupTermSetName"];
termStoreDetails.CustomPropertyName = ConfigurationManager.AppSettings["CustomPropertyName"];
termStoreDetails.TermGroup = ConfigurationManager.AppSettings["PracticeGroupName"];
TermSets practiceGroupTermSets = null;
using (ClientContext clientContext = MatterProvisionHelperUtility.GetClientContext(configVal["TenantAdminURL"], configVal))
{
TaxonomySession taxanomySession = TaxonomySession.GetTaxonomySession(clientContext);
clientContext.Load(taxanomySession,
items => items.TermStores.Include(
item => item.Groups,
item => item.Groups.Include(
group => group.Name)));
clientContext.ExecuteQuery();
TermGroup termGroup = taxanomySession.TermStores[0].Groups.GetByName(termStoreDetails.TermGroup);
clientContext.Load(termGroup,
group => group.Name,
group => group.TermSets.Include(
termSet => termSet.Name,
termSet => termSet.Terms.Include(
term => term.Name,
term => term.Id,
term => term.CustomProperties,
term => term.Terms.Include(
termArea => termArea.Name,
termArea => termArea.Id,
termArea => termArea.CustomProperties,
termArea => termArea.Terms.Include(
termSubArea => termSubArea.Name,
termSubArea => termSubArea.Id,
termSubArea => termSubArea.CustomProperties)))));
clientContext.ExecuteQuery();
foreach (TermSet termSet in termGroup.TermSets)
{
if (termSet.Name.Equals(termStoreDetails.TermSetName, StringComparison.OrdinalIgnoreCase))
{
if (termStoreDetails.TermSetName.Equals(termStoreDetails.TermSetName, StringComparison.OrdinalIgnoreCase))
{
practiceGroupTermSets = TermStoreOperations.GetPracticeGroupTermSetHierarchy(termSet, termStoreDetails.CustomPropertyName);
}
}
}
return(practiceGroupTermSets);
}
}
/// <summary>
/// Method to associate
/// </summary>
/// <param name="listval">Value of list</param>
/// <param name="terms">Termsets object</param>
/// <param name="matterMetadata">Matter meta data</param>
/// <param name="count">Integer count</param>
/// <param name="practiceGroupsList">List of practice groups</param>
/// <param name="areaOfLawsList">List of area of laws</param>
/// <param name="subAreaOfLawsList">List of sub area of law</param>
/// <param name="folders">Folder name</param>
/// <param name="documentTemplate">Template of document</param>
/// <param name="flag">Boolean flag</param>
private static void AssociateTermStoreProperties(List <DataStorage> listval, TermSets terms, MatterMetadata matterMetadata, int count, List <string> practiceGroupsList, List <string> areaOfLawsList, List <string> subAreaOfLawsList, ref string folders, ref string documentTemplate, ref bool flag)
{
foreach (PracticeGroupTerm practiceGroup in terms.PGTerms)
{
foreach (AreaTerm areaTerm in practiceGroup.AreaTerms)
{
foreach (SubareaTerm subAreaTerm in areaTerm.SubareaTerms)
{
if (subAreaOfLawsList.Contains(subAreaTerm.TermName, StringComparer.OrdinalIgnoreCase) && areaOfLawsList.Contains(areaTerm.TermName, StringComparer.OrdinalIgnoreCase) && practiceGroupsList.Contains(practiceGroup.TermName, StringComparer.OrdinalIgnoreCase))
{
if (Convert.ToBoolean(subAreaTerm.IsNoFolderStructurePresent, CultureInfo.InvariantCulture))
{
folders = string.IsNullOrWhiteSpace(areaTerm.FolderNames) ? practiceGroup.FolderNames : areaTerm.FolderNames;
}
else
{
folders = subAreaTerm.FolderNames;
}
documentTemplate = subAreaTerm.ContentTypeName + ";" + subAreaTerm.DocumentTemplates;
listval[count].DefaultContentType = subAreaTerm.ContentTypeName;
// Setting metadata properties for the Matter
matterMetadata.PracticeGroupTerm = practiceGroup;
matterMetadata.AreaTerm = areaTerm;
matterMetadata.SubareaTerm = subAreaTerm;
if (!string.IsNullOrWhiteSpace(subAreaTerm.DocumentTemplates))
{
listval[count].DocumentCount = Convert.ToString(subAreaTerm.DocumentTemplates.Split(';').Count(), CultureInfo.InvariantCulture);
}
else
{
listval[count].DocumentCount = Constants.ZERO_DOCUMENT_COUNT;
}
flag = true;
break;
}
}
if (flag)
{
break;
}
}
if (flag)
{
break;
}
}
}
/// <summary>
/// Method to associate
/// </summary>
/// <param name="listval">Value of list</param>
/// <param name="terms">Termsets object</param>
/// <param name="matterMetadata">Matter meta data</param>
/// <param name="count">Integer count</param>
/// <param name="practiceGroupsList">List of practice groups</param>
/// <param name="areaOfLawsList">List of area of laws</param>
/// <param name="subAreaOfLawsList">List of sub area of law</param>
/// <param name="folders">Folder name</param>
/// <param name="documentTemplate">Template of document</param>
/// <param name="flag">Boolean flag</param>
private static void AssociateTermStoreProperties(List<DataStorage> listval, TermSets terms, MatterMetadata matterMetadata, int count, List<string> practiceGroupsList, List<string> areaOfLawsList, List<string> subAreaOfLawsList, ref string folders, ref string documentTemplate, ref bool flag)
{
foreach (PracticeGroupTerm practiceGroup in terms.PGTerms)
{
foreach (AreaTerm areaTerm in practiceGroup.AreaTerms)
{
foreach (SubareaTerm subAreaTerm in areaTerm.SubareaTerms)
{
if (subAreaOfLawsList.Contains(subAreaTerm.TermName, StringComparer.OrdinalIgnoreCase) && areaOfLawsList.Contains(areaTerm.TermName, StringComparer.OrdinalIgnoreCase) && practiceGroupsList.Contains(practiceGroup.TermName, StringComparer.OrdinalIgnoreCase))
{
if (Convert.ToBoolean(subAreaTerm.IsNoFolderStructurePresent, CultureInfo.InvariantCulture))
{
folders = string.IsNullOrWhiteSpace(areaTerm.FolderNames) ? practiceGroup.FolderNames : areaTerm.FolderNames;
}
else
{
folders = subAreaTerm.FolderNames;
}
documentTemplate = subAreaTerm.ContentTypeName + ";" + subAreaTerm.DocumentTemplates;
listval[count].DefaultContentType = subAreaTerm.ContentTypeName;
// Setting metadata properties for the Matter
matterMetadata.PracticeGroupTerm = practiceGroup;
matterMetadata.AreaTerm = areaTerm;
matterMetadata.SubareaTerm = subAreaTerm;
if (!string.IsNullOrWhiteSpace(subAreaTerm.DocumentTemplates))
{
listval[count].DocumentCount = Convert.ToString(subAreaTerm.DocumentTemplates.Split(';').Count(), CultureInfo.InvariantCulture);
}
else
{
listval[count].DocumentCount = Constants.ZERO_DOCUMENT_COUNT;
}
flag = true;
break;
}
}
if (flag)
{
break;
}
}
if (flag)
{
break;
}
}
}
/// <summary>
/// Load practice group term set from term store
/// </summary>
/// <param name="termSet">Term set containing term set data</param>
/// <param name="customPropertyName">Custom property name</param>
/// <returns>Term sets</returns>
internal static TermSets GetPracticeGroupTermSetHierarchy(TermSet termSet, string customPropertyName)
{
TermSets tempTermSet = new TermSets();
string practiceGroupCustomPropertyFolderNames = ConfigurationManager.AppSettings["PracticeGroupCustomPropertyFolderNames"];
string areaCustomPropertyFolderNames = ConfigurationManager.AppSettings["AreaCustomPropertyFolderNames"];
string subAreaCustomPropertyFolderNames = ConfigurationManager.AppSettings["SubAreaCustomPropertyFolderNames"];
string subAreaCustomPropertyisNoFolderStructurePresent = ConfigurationManager.AppSettings["SubAreaCustomPropertyisNoFolderStructurePresent"];
string subAreaOfLawDocumentTemplates = ConfigurationManager.AppSettings["SubAreaOfLawDocumentTemplates"];
try
{
tempTermSet.Name = termSet.Name;
////Retrieve the Terms - level 1
tempTermSet.PGTerms = new List<PracticeGroupTerm>();
TermCollection termColl = termSet.Terms;
foreach (Term term in termColl)
{
PracticeGroupTerm tempTermPG = new PracticeGroupTerm();
tempTermPG.TermName = term.Name;
tempTermPG.Id = Convert.ToString(term.Id, CultureInfo.InvariantCulture);
tempTermPG.ParentTermName = termSet.Name;
/////Retrieve the custom property for Terms at level 1
foreach (KeyValuePair<string, string> customProperty in term.CustomProperties)
{
tempTermPG.FolderNames = (customProperty.Key.Equals(practiceGroupCustomPropertyFolderNames, StringComparison.OrdinalIgnoreCase)) ? customProperty.Value : string.Empty;
}
tempTermSet.PGTerms.Add(tempTermPG);
///// Retrieve the Terms - level 2
tempTermPG.AreaTerms = new List<AreaTerm>();
TermCollection termCollArea = term.Terms;
foreach (Term termArea in termCollArea)
{
AreaTerm tempTermArea = new AreaTerm();
tempTermArea.TermName = termArea.Name;
tempTermArea.Id = Convert.ToString(termArea.Id, CultureInfo.InvariantCulture);
tempTermArea.ParentTermName = term.Name;
/////Retrieve the custom property for Terms at level 2
foreach (KeyValuePair<string, string> customProperty in termArea.CustomProperties)
{
tempTermArea.FolderNames = (customProperty.Key.Equals(areaCustomPropertyFolderNames, StringComparison.OrdinalIgnoreCase)) ? customProperty.Value : string.Empty;
}
tempTermPG.AreaTerms.Add(tempTermArea);
/////Retrieve the Terms - level 3
tempTermArea.SubareaTerms = new List<SubareaTerm>();
TermCollection termCollSubArea = termArea.Terms;
foreach (Term termSubArea in termCollSubArea)
{
SubareaTerm tempTermSubArea = new SubareaTerm();
tempTermSubArea.TermName = termSubArea.Name;
tempTermSubArea.Id = Convert.ToString(termSubArea.Id, CultureInfo.InvariantCulture);
tempTermSubArea.ParentTermName = termArea.Name;
/////Retrieve the custom property for Terms at level 3
tempTermSubArea.DocumentTemplates = string.Empty;
foreach (KeyValuePair<string, string> customProperty in termSubArea.CustomProperties)
{
if (customProperty.Key.Equals(customPropertyName, StringComparison.OrdinalIgnoreCase))
{
tempTermSubArea.ContentTypeName = customProperty.Value;
}
else if (customProperty.Key.Equals(subAreaCustomPropertyFolderNames, StringComparison.OrdinalIgnoreCase))
{
tempTermSubArea.FolderNames = customProperty.Value;
}
else if (customProperty.Key.Equals(subAreaCustomPropertyisNoFolderStructurePresent, StringComparison.OrdinalIgnoreCase))
{
tempTermSubArea.IsNoFolderStructurePresent = customProperty.Value;
}
else if (customProperty.Key.Equals(subAreaOfLawDocumentTemplates, StringComparison.OrdinalIgnoreCase))
{
tempTermSubArea.DocumentTemplates = customProperty.Value;
}
}
tempTermArea.SubareaTerms.Add(tempTermSubArea);
}
}
}
}
catch (Exception exception)
{
DisplayAndLogError(errorFilePath, "Message: " + exception.Message + "\nStacktrace: " + exception.StackTrace);
tempTermSet = null;
}
return tempTermSet;
}
/// <summary>
/// Load practice group term set from term store
/// </summary>
/// <param name="termSet">Term set containing term set data</param>
/// <param name="customPropertyName">Custom property name</param>
/// <returns>Term sets</returns>
internal static TermSets GetPracticeGroupTermSetHierarchy(TermSet termSet, string customPropertyName)
{
TermSets tempTermSet = new TermSets();
string practiceGroupCustomPropertyFolderNames = ConfigurationManager.AppSettings["PracticeGroupCustomPropertyFolderNames"];
string areaCustomPropertyFolderNames = ConfigurationManager.AppSettings["AreaCustomPropertyFolderNames"];
string subAreaCustomPropertyFolderNames = ConfigurationManager.AppSettings["SubAreaCustomPropertyFolderNames"];
string subAreaCustomPropertyisNoFolderStructurePresent = ConfigurationManager.AppSettings["SubAreaCustomPropertyisNoFolderStructurePresent"];
string subAreaOfLawDocumentTemplates = ConfigurationManager.AppSettings["SubAreaOfLawDocumentTemplates"];
try
{
tempTermSet.Name = termSet.Name;
////Retrieve the Terms - level 1
tempTermSet.PGTerms = new List <PracticeGroupTerm>();
TermCollection termColl = termSet.Terms;
foreach (Term term in termColl)
{
PracticeGroupTerm tempTermPG = new PracticeGroupTerm();
tempTermPG.TermName = term.Name;
tempTermPG.Id = Convert.ToString(term.Id, CultureInfo.InvariantCulture);
tempTermPG.ParentTermName = termSet.Name;
/////Retrieve the custom property for Terms at level 1
foreach (KeyValuePair <string, string> customProperty in term.CustomProperties)
{
tempTermPG.FolderNames = (customProperty.Key.Equals(practiceGroupCustomPropertyFolderNames, StringComparison.OrdinalIgnoreCase)) ? customProperty.Value : string.Empty;
}
tempTermSet.PGTerms.Add(tempTermPG);
///// Retrieve the Terms - level 2
tempTermPG.AreaTerms = new List <AreaTerm>();
TermCollection termCollArea = term.Terms;
foreach (Term termArea in termCollArea)
{
AreaTerm tempTermArea = new AreaTerm();
tempTermArea.TermName = termArea.Name;
tempTermArea.Id = Convert.ToString(termArea.Id, CultureInfo.InvariantCulture);
tempTermArea.ParentTermName = term.Name;
/////Retrieve the custom property for Terms at level 2
foreach (KeyValuePair <string, string> customProperty in termArea.CustomProperties)
{
tempTermArea.FolderNames = customProperty.Key.Equals(areaCustomPropertyFolderNames, StringComparison.OrdinalIgnoreCase) ? customProperty.Value : string.Empty;
}
tempTermPG.AreaTerms.Add(tempTermArea);
/////Retrieve the Terms - level 3
tempTermArea.SubareaTerms = new List <SubareaTerm>();
TermCollection termCollSubArea = termArea.Terms;
foreach (Term termSubArea in termCollSubArea)
{
SubareaTerm tempTermSubArea = new SubareaTerm();
tempTermSubArea.TermName = termSubArea.Name;
tempTermSubArea.Id = Convert.ToString(termSubArea.Id, CultureInfo.InvariantCulture);
tempTermSubArea.ParentTermName = termArea.Name;
/////Retrieve the custom property for Terms at level 3
tempTermSubArea.DocumentTemplates = string.Empty;
foreach (KeyValuePair <string, string> customProperty in termSubArea.CustomProperties)
{
if (customProperty.Key.Equals(customPropertyName, StringComparison.OrdinalIgnoreCase))
{
tempTermSubArea.ContentTypeName = customProperty.Value;
}
else if (customProperty.Key.Equals(subAreaCustomPropertyFolderNames, StringComparison.OrdinalIgnoreCase))
{
tempTermSubArea.FolderNames = customProperty.Value;
}
else if (customProperty.Key.Equals(subAreaCustomPropertyisNoFolderStructurePresent, StringComparison.OrdinalIgnoreCase))
{
tempTermSubArea.IsNoFolderStructurePresent = customProperty.Value;
}
else if (customProperty.Key.Equals(subAreaOfLawDocumentTemplates, StringComparison.OrdinalIgnoreCase))
{
tempTermSubArea.DocumentTemplates = customProperty.Value;
}
}
tempTermArea.SubareaTerms.Add(tempTermSubArea);
}
}
}
}
catch (Exception exception)
{
Utility.DisplayAndLogError(Utility.ErrorFilePath, "Message: " + exception.Message + "\nStacktrace: " + exception.StackTrace);
tempTermSet = null;
}
return(tempTermSet);
}
/// <summary>
/// Creates sample data based on the information provided
/// </summary>
/// <param name="listval">Matter details collection</param>
/// <param name="clientDetails">Client details collection</param>
/// <param name="configVal">Config values from Excel</param>
internal static void CreateData(List <DataStorage> listval, ClientTermSets clientDetails, Dictionary <string, string> configVal)
{
try
{
int successMatterNameCount = 0, alreadyExistsMatterCount = 0;
Regex validateMatterId = new Regex(ConfigurationManager.AppSettings["SpecialCharacterExpressionMatterId"]),
validateMatterTitle = new Regex(ConfigurationManager.AppSettings["SpecialCharacterExpressionMatterTitle"]),
validateMatterDesc = new Regex(ConfigurationManager.AppSettings["SpecialCharacterExpressionMatterDescription"]);
//Read data from term store
TermSets terms = TermStoreOperations.FetchGroupTerms(configVal);
if (null == terms)
{
Utility.DisplayAndLogError(errorFilePath, "Failed to get Group Terms, skipping matter creation.");
return;
}
else
{
MatterMetadata matterMetadata = new MatterMetadata();
//retrieve data from the list
for (int count = 0; count < listval.Count; count++)
{
string clientName = listval[count].ClientName;
/* Read from Term store */
Client client = clientDetails.ClientTerms.Where(item => item.ClientName.Equals(clientName, StringComparison.OrdinalIgnoreCase)).FirstOrDefault();
if (null == client)
{
Console.WriteLine("Failed to get client Id and/or client Url from term store for '{0}' client.", clientName);
Console.WriteLine("-------------------------------------------------------------------------------");
continue;
}
List <string> practiceGroupsList = Utility.ProcessString(listval[count].PracticeGroup).Split(';').ToList();
List <string> areaOfLawsList = Utility.ProcessString(listval[count].AreaOfLaw).Split(';').ToList();
List <string> subAreaOfLawsList = Utility.ProcessString(listval[count].SubAreaOfLaw).Split(';').ToList();
string folders = string.Empty;
string documentTemplate = string.Empty;
bool flag = false;
AssociateTermStoreProperties(listval, terms, matterMetadata, count, practiceGroupsList, areaOfLawsList, subAreaOfLawsList, ref folders, ref documentTemplate, ref flag);
if (string.IsNullOrWhiteSpace(documentTemplate) || string.IsNullOrWhiteSpace(listval[count].DefaultContentType))
{
Console.WriteLine("Skipping matter creation as no matching document templates exists in term store corresponding to entry for '{0}' in the configuration Excel", client.ClientName);
Console.WriteLine("-------------------------------------------------------------------------------");
continue;
}
string[] contentTypes = documentTemplate.Split(';');
Matter matterObj = new Matter(listval[count]);
Console.WriteLine("Client details fetched");
Console.WriteLine("Client name: {0}", clientName);
using (ClientContext clientContext = MatterProvisionHelperUtility.GetClientContext(client.ClientUrl, configVal))
{
CheckMatterCreationStatus(configVal, ref successMatterNameCount, ref alreadyExistsMatterCount, validateMatterId, validateMatterTitle, validateMatterDesc, matterMetadata, clientName, client, folders, contentTypes, matterObj, clientContext);
}
} // end of for
Console.ForegroundColor = ConsoleColor.Green;
Console.WriteLine(ConfigurationManager.AppSettings["MatterSuccess"], successMatterNameCount, listval.Count);
Console.ForegroundColor = ConsoleColor.Yellow;
Console.WriteLine(ConfigurationManager.AppSettings["MatterFound"], alreadyExistsMatterCount);
Console.ForegroundColor = ConsoleColor.Red;
Console.WriteLine(ConfigurationManager.AppSettings["MatterFailure"], Convert.ToString((listval.Count - (successMatterNameCount + alreadyExistsMatterCount)), CultureInfo.InvariantCulture), listval.Count);
Console.ForegroundColor = ConsoleColor.White;
}
}
catch (Exception exception)
{
Utility.DisplayAndLogError(errorFilePath, "Message: " + exception.Message + "\nStacktrace: " + exception.StackTrace);
}
}