public List <Field> GetDynamics365SetStateDataDestinationFields()
{
List <Field> fields = new List <Field>();
try
{
List <Dynamics365State> states = Dynamics365State.GetStates(Entity, Connection);
if (states?.Count > 0)
{
// add state and status field from destination entity
Dynamics365State state = states[0];
Dynamics365Status status = state.Statuses[0];
fields.AddRange(Entity.GetFields(Connection).Where(field => ((Dynamics365Field)field).LogicalName == state.LogicalName || ((Dynamics365Field)field).LogicalName == status.LogicalName));
}
if (Entity.LogicalName == CASE_ENTITY_NAME)
{
Dynamics365Entity incidentResolution = Dynamics365Entity.Create(CASE_RESOLUTION_ENTITY_NAME, Connection);
fields.AddRange(incidentResolution.GetFields(Connection).Where(field => ((Dynamics365Field)field).LogicalName == "subject" || ((Dynamics365Field)field).LogicalName == "description"));
}
else if (Entity.LogicalName == QUOTE_ENTITY_NAME)
{
Dynamics365Entity quoteClose = Dynamics365Entity.Create(CASE_RESOLUTION_ENTITY_NAME, Connection);
fields.AddRange(quoteClose.GetFields(Connection).Where(field => ((Dynamics365Field)field).LogicalName == "subject" || ((Dynamics365Field)field).LogicalName == "description"));
}
else if (Entity.LogicalName == OPPORTUNITY_ENTITY_NAME)
{
Dynamics365Entity opportunityClose = Dynamics365Entity.Create(CASE_RESOLUTION_ENTITY_NAME, Connection);
fields.AddRange(opportunityClose.GetFields(Connection).Where(field => ((Dynamics365Field)field).LogicalName == "subject" || ((Dynamics365Field)field).LogicalName == "description" || ((Dynamics365Field)field).LogicalName == "actualend" || ((Dynamics365Field)field).LogicalName == "actualrevenue"));
}
// todo - check this is correct. need to be able to support multiple values for 'first non-null value' logic
//foreach (FieldValue value in values)
//{
// // prevent fields from being selected more than once
// fields.RemoveAll(field => field == value.DestinationField);
//}
}
catch { }
return(fields);
}
public List <Dynamics365Entity> GetTargetEntities()
{
List <Dynamics365Entity> targetEntities = new List <Dynamics365Entity>();
try
{
// todo - this should only display on the form for fields that are lookups. it's not tied in any way to the dynamics365lookupvalue
if (((Dynamics365Field)DestinationField).Targets != default(string[]))
{
foreach (string target in ((Dynamics365Field)DestinationField).Targets)
{
targetEntities.Add(Dynamics365Entity.Create(target, ((Dynamics365RecordOperation)Parent).Connection));
}
}
}
catch
{ }
return(targetEntities);
}
/// <summary>
/// Creates an empty DataTable for the specified fields.
/// </summary>
/// <param name="fields">The fields.</param>
/// <returns>The data table.</returns>
protected DataTable CreateEmptyDataTable(List <Dynamics365Field> fields)
{
DataTable dataTable = new DataTable(Name);
foreach (Dynamics365Field field in fields)
{
EntityMetadata entityMetadata = Dynamics365Entity.Create(field.EntityLogicalName, (Dynamics365Connection)Parent).GetEntityMetadata((Dynamics365Connection)Parent);
AttributeMetadata attributeMetadata = entityMetadata.Attributes.FirstOrDefault(findField => findField.LogicalName == field.LogicalName);
if (attributeMetadata != default(AttributeMetadata))
{
AddDataColumns(dataTable, field, attributeMetadata);
}
else
{
throw new ApplicationException(string.Format("The field {0} could not be found in {1}", field.LogicalName, entityMetadata.LogicalName));
}
}
return(dataTable);
}
/// <summary>
/// Gets a list of fields in an entity or link-entity node of a FetchXML query.
/// </summary>
/// <param name="entityNode">The entity node.</param>
/// <returns>The fields.</returns>
private List <Dynamics365Field> GetEntityNodeFields(XmlNode entityNode)
{
List <Dynamics365Field> fields = new List <Dynamics365Field>();
Dynamics365Entity entity = Dynamics365Entity.Create(entityNode.Attributes["name"].Value, (Dynamics365Connection)Parent);
EntityMetadata entityMetadata = entity.GetEntityMetadata((Dynamics365Connection)Parent);
foreach (XmlNode node in entityNode.ChildNodes)
{
if (node.Name.ToLower() == "attribute")
{
string attributeName = node.Attributes["name"].Value;
AttributeMetadata attributeMetadata = entityMetadata.Attributes.FirstOrDefault(findField => findField.LogicalName == attributeName);
if (attributeMetadata != default(AttributeMetadata))
{
fields.Add(Dynamics365Field.CreateFromMetadata(attributeMetadata, (Dynamics365Connection)Parent));
}
else
{
throw new ApplicationException(string.Format("The {0} field in {1} does not exist in Dynamics 365", attributeName, Name));
}
}
if (node.Name.ToLower() == "link-entity")
{
List <Dynamics365Field> linkedFields = GetEntityNodeFields(node);
foreach (Dynamics365Field linkedField in linkedFields)
{
fields.Add(linkedField);
}
}
}
return(fields);
}
protected override string GetRequestDescription(OrganizationRequest request)
{
Guid id = Guid.Empty;
string state = mode == SetStateMode.Fixed ? State.Name : "<State>";
string status = mode == SetStateMode.Fixed ? Status.Name : "<Status>";
if (request is UpdateRequest updateRequest)
{
id = updateRequest.Target.Id;
}
else if (request is SetStateRequest setStateRequest)
{
id = setStateRequest.EntityMoniker.Id;
}
else if (request is CloseIncidentRequest closeIncidentRequest)
{
id = ((EntityReference)closeIncidentRequest.IncidentResolution[CASE_RESOLUTION_INCIDENT_ID]).Id;
state = "Resolved";
EntityMetadata metadata = Dynamics365Entity.Create(CASE_ENTITY_NAME, Connection).GetEntityMetadata(Connection);
StatusAttributeMetadata statusMetadata = ((StatusAttributeMetadata)metadata.Attributes.First(field => field.LogicalName == STATUSCODE_NAME));
status = statusMetadata.OptionSet.Options.First(option => option.Value == closeIncidentRequest.Status.Value).Label.UserLocalizedLabel.Label;
}
else if (request is ReviseQuoteRequest reviseQuoteRequest)
{
id = reviseQuoteRequest.QuoteId;
state = "Draft";
status = "In Progress";
}
else if (request is WinQuoteRequest winQuoteRequest)
{
id = ((EntityReference)winQuoteRequest.QuoteClose[QUOTE_CLOSE_QUOTE_ID]).Id;
state = "Won";
status = "Won";
}
else if (request is CloseQuoteRequest closeQuoteRequest)
{
id = ((EntityReference)closeQuoteRequest.QuoteClose[QUOTE_CLOSE_QUOTE_ID]).Id;
state = "Closed";
EntityMetadata metadata = Dynamics365Entity.Create(QUOTE_ENTITY_NAME, Connection).GetEntityMetadata(Connection);
StatusAttributeMetadata statusMetadata = ((StatusAttributeMetadata)metadata.Attributes.First(field => field.LogicalName == STATUSCODE_NAME));
status = statusMetadata.OptionSet.Options.First(option => option.Value == closeQuoteRequest.Status.Value).Label.UserLocalizedLabel.Label;
}
else if (request is WinOpportunityRequest winOpportunityRequest)
{
id = ((EntityReference)winOpportunityRequest.OpportunityClose[OPPORTUNITY_CLOSE_OPPORTUNITY_ID]).Id;
state = "Won";
EntityMetadata metadata = Dynamics365Entity.Create(OPPORTUNITY_ENTITY_NAME, Connection).GetEntityMetadata(Connection);
StatusAttributeMetadata statusMetadata = ((StatusAttributeMetadata)metadata.Attributes.First(field => field.LogicalName == STATUSCODE_NAME));
status = statusMetadata.OptionSet.Options.First(option => option.Value == winOpportunityRequest.Status.Value).Label.UserLocalizedLabel.Label;
}
else if (request is LoseOpportunityRequest loseOpportunityRequest)
{
id = ((EntityReference)loseOpportunityRequest.OpportunityClose[OPPORTUNITY_CLOSE_OPPORTUNITY_ID]).Id;
state = "Lost";
EntityMetadata metadata = Dynamics365Entity.Create(OPPORTUNITY_ENTITY_NAME, Connection).GetEntityMetadata(Connection);
StatusAttributeMetadata statusMetadata = ((StatusAttributeMetadata)metadata.Attributes.First(field => field.LogicalName == STATUSCODE_NAME));
status = statusMetadata.OptionSet.Options.First(option => option.Value == loseOpportunityRequest.Status.Value).Label.UserLocalizedLabel.Label;
}
return(string.Format(Properties.Resources.Dynamics365SetStateOperationRequestDescription, Entity.DisplayName, id, state, status));
}
protected override List <OrganizationRequest> CreateOrganisationRequests(DataRow row, CancellationToken cancel, IProgress <ExecutionProgress> progress)
{
List <OrganizationRequest> requests = new List <OrganizationRequest>();
// todo - hard coded strings
OptionSetValue stateValue = mode == SetStateMode.Fixed ? new OptionSetValue(State.Code) : (OptionSetValue)Values.First(fieldValue => ((Dynamics365Field)fieldValue.DestinationField).LogicalName == STATECODE_NAME).GetValue(row, cancel, progress);
OptionSetValue statusValue = mode == SetStateMode.Fixed ? new OptionSetValue(Status.Code) : (OptionSetValue)Values.First(fieldValue => ((Dynamics365Field)fieldValue.DestinationField).LogicalName == STATUSCODE_NAME).GetValue(row, cancel, progress);
if (Entity.LogicalName == CASE_ENTITY_NAME && stateValue.Value == StateCode.CaseResolved)
{
EntityMetadata metadata = Dynamics365Entity.Create(CASE_RESOLUTION_ENTITY_NAME, Connection).GetEntityMetadata(Connection);
Entity incidentResolution = new Entity(metadata.LogicalName);
incidentResolution[CASE_RESOLUTION_INCIDENT_ID] = GetTargetEntity(row, cancel, progress).ToEntityReference();
if (mode == SetStateMode.Variable)
{
PopulateEntityFromDataRow(incidentResolution, row, cancel, progress);
}
requests.Add(new CloseIncidentRequest()
{
IncidentResolution = incidentResolution,
Status = statusValue
});
}
else if (Entity.LogicalName == QUOTE_ENTITY_NAME && stateValue.Value == StateCode.QuoteDraft)
{
requests.Add(new ReviseQuoteRequest()
{
QuoteId = GetTargetEntity(row, cancel, progress).Id,
ColumnSet = new ColumnSet(true)
});
}
else if (Entity.LogicalName == QUOTE_ENTITY_NAME && stateValue.Value == StateCode.QuoteWon)
{
EntityMetadata metadata = Dynamics365Entity.Create(QUOTE_CLOSE_ENTITY_NAME, Connection).GetEntityMetadata(Connection);
Entity quoteClose = new Entity(metadata.LogicalName);
quoteClose[QUOTE_CLOSE_QUOTE_ID] = GetTargetEntity(row, cancel, progress).ToEntityReference();
if (mode == SetStateMode.Variable)
{
PopulateEntityFromDataRow(quoteClose, row, cancel, progress);
}
requests.Add(new WinQuoteRequest()
{
QuoteClose = quoteClose,
Status = statusValue
});
}
else if (Entity.LogicalName == QUOTE_ENTITY_NAME && stateValue.Value == StateCode.QuoteClosed)
{
EntityMetadata metadata = Dynamics365Entity.Create(QUOTE_CLOSE_ENTITY_NAME, Connection).GetEntityMetadata(Connection);
Entity quoteClose = new Entity(metadata.LogicalName);
quoteClose[QUOTE_CLOSE_QUOTE_ID] = GetTargetEntity(row, cancel, progress).ToEntityReference();
if (mode == SetStateMode.Variable)
{
PopulateEntityFromDataRow(quoteClose, row, cancel, progress);
}
requests.Add(new CloseQuoteRequest()
{
QuoteClose = quoteClose,
Status = statusValue
});
}
else if (Entity.LogicalName == OPPORTUNITY_ENTITY_NAME && stateValue.Value == StateCode.OpportunityWon)
{
EntityMetadata metadata = Dynamics365Entity.Create(OPPORTUNITY_CLOSE_ENTITY_NAME, Connection).GetEntityMetadata(Connection);
Entity opportunityClose = new Entity(metadata.LogicalName);
opportunityClose[OPPORTUNITY_CLOSE_OPPORTUNITY_ID] = GetTargetEntity(row, cancel, progress).ToEntityReference();
if (mode == SetStateMode.Variable)
{
PopulateEntityFromDataRow(opportunityClose, row, cancel, progress);
}
requests.Add(new WinOpportunityRequest()
{
OpportunityClose = opportunityClose,
Status = statusValue
});
}
else if (Entity.LogicalName == OPPORTUNITY_ENTITY_NAME && State.Code == StateCode.OpportunityLost)
{
EntityMetadata metadata = Dynamics365Entity.Create(OPPORTUNITY_CLOSE_ENTITY_NAME, Connection).GetEntityMetadata(Connection);
Entity opportunityClose = new Entity(metadata.LogicalName);
opportunityClose[OPPORTUNITY_CLOSE_OPPORTUNITY_ID] = GetTargetEntity(row, cancel, progress).ToEntityReference();
if (mode == SetStateMode.Variable)
{
PopulateEntityFromDataRow(opportunityClose, row, cancel, progress);
}
requests.Add(new LoseOpportunityRequest()
{
OpportunityClose = opportunityClose,
Status = statusValue
});
}
else if (Entity.LogicalName == PROCESS_ENTITY_NAME)
{
requests.Add(new SetStateRequest()
{
EntityMoniker = new EntityReference(Entity.LogicalName, GetTargetEntity(row, cancel, progress).Id),
State = new OptionSetValue(stateValue.Value),
Status = new OptionSetValue(statusValue.Value)
});
}
else
{
UpdateRequest request = new UpdateRequest()
{
Target = GetTargetEntity(row, cancel, progress)
};
request.Target.Attributes[STATECODE_NAME] = stateValue;
request.Target.Attributes[STATUSCODE_NAME] = statusValue;
requests.Add(request);
}
return(requests);
}
/// <summary>
/// Appends rows to the specified data table from the specified EntityCollection.
/// </summary>
/// <param name="dataTable">The DataTable.</param>
/// <param name="entities">The EntityCollection.</param>
/// <param name="recordLimit">The record limit.</param>
/// <returns>A DataTable with appended rows.</returns>
protected DataTable AppendRows(DataTable dataTable, EntityCollection entities, int recordLimit)
{
Dictionary <string, EntityMetadata> metadata = new Dictionary <string, EntityMetadata>();
foreach (DataColumn column in dataTable.Columns)
{
string entityLogicalName = column.ColumnName.Substring(0, column.ColumnName.IndexOf("."));
if (!metadata.ContainsKey(entityLogicalName))
{
metadata.Add(entityLogicalName, Dynamics365Entity.Create(entityLogicalName, (Dynamics365Connection)Parent).GetEntityMetadata((Dynamics365Connection)Parent));
}
}
for (int recordIndex = 0; recordIndex < entities.Entities.Count && dataTable.Rows.Count < recordLimit; recordIndex++)
{
Entity record = entities.Entities[recordIndex];
DataRow row = dataTable.NewRow();
foreach (KeyValuePair <string, object> attribute in record.Attributes)
{
string entityLogicalName = record.LogicalName;
string attributeLogicalName = attribute.Key;
object attributeValue = attribute.Value;
if (attribute.Value is AliasedValue)
{
AliasedValue aliasedValue = (AliasedValue)attribute.Value;
entityLogicalName = aliasedValue.EntityLogicalName;
attributeLogicalName = aliasedValue.AttributeLogicalName;
attributeValue = aliasedValue.Value;
}
string nativeColumnName = string.Format("{0}.{1}", entityLogicalName, attributeLogicalName);
if (DataTypes == DataTypes.Native)
{
if (dataTable.Columns.Contains(nativeColumnName))
{
row[nativeColumnName] = attributeValue;
}
}
else if (DataTypes == DataTypes.Neutral)
{
AttributeMetadata attributeMetadata = metadata[entityLogicalName].Attributes.FirstOrDefault(findField => findField.LogicalName == attributeLogicalName);
Dynamics365TypeConverter converter = new Dynamics365TypeConverter(attributeMetadata);
if (converter.Dynamics365Type == typeof(EntityReference) || converter.Dynamics365Type == typeof(EntityCollection))
{
if (LookupBehaviour == LookupBehaviour.Name || LookupBehaviour == LookupBehaviour.NameAndIdentifier || LookupBehaviour == LookupBehaviour.EntityAndNameAndIdentifier)
{
string nameColumn = string.Format("{0}.Name", nativeColumnName);
if (dataTable.Columns.Contains(nameColumn))
{
if (converter.Dynamics365Type == typeof(EntityReference))
{
row[nameColumn] = ((EntityReference)attributeValue).Name;
}
else if (converter.Dynamics365Type == typeof(EntityCollection))
{
string names = string.Empty;
foreach (Entity entity in ((EntityCollection)attributeValue).Entities)
{
EntityReference party = (EntityReference)entity["partyid"];
names = names == string.Empty ? party.Name : string.Concat(names, PARTYLIST_DELIMITER, party.Name);
}
row[nameColumn] = names;
}
}
}
if (LookupBehaviour == LookupBehaviour.Identifier || LookupBehaviour == LookupBehaviour.NameAndIdentifier || LookupBehaviour == LookupBehaviour.EntityAndNameAndIdentifier)
{
string identifierColumn = string.Format("{0}.Identifier", nativeColumnName);
if (dataTable.Columns.Contains(identifierColumn))
{
if (converter.Dynamics365Type == typeof(EntityReference))
{
row[identifierColumn] = ((EntityReference)attributeValue).Id.ToString();
}
else if (converter.Dynamics365Type == typeof(EntityCollection))
{
string identifiers = string.Empty;
foreach (Entity entity in ((EntityCollection)attributeValue).Entities)
{
EntityReference party = (EntityReference)entity["partyid"];
identifiers = identifiers == string.Empty ? party.Id.ToString() : string.Concat(identifiers, PARTYLIST_DELIMITER, party.Id.ToString());
}
row[identifierColumn] = identifiers;
}
}
}
if (LookupBehaviour == LookupBehaviour.Entity || LookupBehaviour == LookupBehaviour.EntityAndNameAndIdentifier)
{
string entityColumn = string.Format("{0}.Entity", nativeColumnName);
if (dataTable.Columns.Contains(entityColumn))
{
if (converter.Dynamics365Type == typeof(EntityReference))
{
row[entityColumn] = ((EntityReference)attributeValue).LogicalName;
}
else if (converter.Dynamics365Type == typeof(EntityCollection))
{
string logicalNames = string.Empty;
foreach (Entity entity in ((EntityCollection)attributeValue).Entities)
{
EntityReference party = (EntityReference)entity["partyid"];
logicalNames = logicalNames == string.Empty ? party.LogicalName : string.Concat(logicalNames, PARTYLIST_DELIMITER, party.LogicalName);
}
row[entityColumn] = logicalNames;
}
}
}
}
else if (converter.Dynamics365Type == typeof(OptionSetValue))
{
if (OptionSetBehaviour == OptionSetBehaviour.Name || OptionSetBehaviour == OptionSetBehaviour.NameAndCode)
{
string nameColumn = string.Format("{0}.Name", nativeColumnName);
if (dataTable.Columns.Contains(nameColumn))
{
EnumAttributeMetadata enumMetadata = (EnumAttributeMetadata)attributeMetadata;
OptionMetadata optionMetadata = enumMetadata.OptionSet.Options.FirstOrDefault(option => option.Value == ((OptionSetValue)attributeValue).Value);
if (optionMetadata != default(OptionMetadata))
{
row[nameColumn] = optionMetadata.Label.UserLocalizedLabel.Label;
}
}
}
if (OptionSetBehaviour == OptionSetBehaviour.Code || OptionSetBehaviour == OptionSetBehaviour.NameAndCode)
{
string codeColumn = string.Format("{0}.Code", nativeColumnName);
if (dataTable.Columns.Contains(codeColumn))
{
row[codeColumn] = ((OptionSetValue)attributeValue).Value;
}
}
}
else if (converter.Dynamics365Type == typeof(OptionSetValueCollection))
{
if (OptionSetBehaviour == OptionSetBehaviour.Name || OptionSetBehaviour == OptionSetBehaviour.NameAndCode)
{
string nameColumn = string.Format("{0}.Name", nativeColumnName);
if (dataTable.Columns.Contains(nameColumn))
{
List <string> labels = new List <string>();
EnumAttributeMetadata enumMetadata = (EnumAttributeMetadata)attributeMetadata;
OptionSetValueCollection optionSetValues = (OptionSetValueCollection)attributeValue;
foreach (OptionSetValue optionSetValue in optionSetValues)
{
OptionMetadata optionMetadata = enumMetadata.OptionSet.Options.FirstOrDefault(option => option.Value == optionSetValue.Value);
if (optionMetadata != default(OptionMetadata))
{
labels.Add(optionMetadata.Label.UserLocalizedLabel.Label);
}
}
row[nameColumn] = string.Join(Dynamics365TypeConverter.MULTI_OPTION_SET_DELIMITER, labels.Select(label => label));
}
}
if (OptionSetBehaviour == OptionSetBehaviour.Code || OptionSetBehaviour == OptionSetBehaviour.NameAndCode)
{
string codeColumn = string.Format("{0}.Code", nativeColumnName);
if (dataTable.Columns.Contains(codeColumn))
{
OptionSetValueCollection optionSetValues = (OptionSetValueCollection)attributeValue;
row[codeColumn] = string.Join(Dynamics365TypeConverter.MULTI_OPTION_SET_DELIMITER, optionSetValues.Select(optionSet => optionSet.Value.ToString()));
}
}
}
else
{
if (dataTable.Columns.Contains(nativeColumnName))
{
row[nativeColumnName] = converter.ConvertFrom(null, null, attributeValue);
}
}
}
}
dataTable.Rows.Add(row);
}
return(dataTable);
}
