internal IEnumerable <IMany2ManyRelationshipMetadata> GetManyToManyRelationshipsForType(
RecordExtractContainer container, string recordType)
{
return
(GetManyToManyRelationships(container)
.Where(r => r.RecordType1 == recordType || r.RecordType2 == recordType));
}
private IEnumerable <string> GetRelatedTypes(RecordExtractContainer container)
{
var relatedTypes = new List <string>();
var oneToManyRelationships = GetOneToManyRelationships(container);
var manyToManyRelationships = GetManyToManyRelationships(container);
var extractRecordType = container.RecordToExtractType;
relatedTypes.AddRange(oneToManyRelationships.Select(r => r.ReferencingEntity));
relatedTypes.AddRange(
manyToManyRelationships.Where(r => r.RecordType1 == extractRecordType)
.Select(r => r.RecordType2));
relatedTypes.AddRange(
manyToManyRelationships.Where(r => r.RecordType2 == extractRecordType)
.Select(r => r.RecordType1));
if (Service.GetRecordTypeMetadata(container.RecordToExtractType).IsActivityParticipant)
{
relatedTypes.AddRange(Service.GetAllRecordTypes().Where(r => Service.GetRecordTypeMetadata(r).IsActivityType));
}
relatedTypes = relatedTypes.Distinct()
.Where(r => !GetRecordTypesToExclude().Contains(r))
//we exclude activity parties from this as we get the links when processing activity types
.Where(r => r != "activityparty")
.ToList();
return(relatedTypes);
}
private void GetManyToManyRelated(RecordExtractContainer container, string relatedType,
Dictionary <string, IRecord> recordsToOutput)
{
var recordTypeCollectionLabel = Service.GetCollectionName(relatedType);
var relatedTypeManyToManyRelationships = GetManyToManyRelationshipsForType(container, relatedType);
var todoDone = 0;
var todoCount = relatedTypeManyToManyRelationships.Count();
foreach (var manyToMany in relatedTypeManyToManyRelationships)
{
container.Controller.UpdateProgress(todoDone++, todoCount,
string.Format("Searching Many To Many Relationships To {0}", recordTypeCollectionLabel));
try
{
if (manyToMany.RecordType1 == relatedType)
{
var theseRelatedEntities = Service.GetRelatedRecords(container.RecordToExtract, manyToMany,
false);
foreach (var relatedEntity in theseRelatedEntities)
{
if (!recordsToOutput.ContainsKey(relatedEntity.Id))
{
recordsToOutput.Add(relatedEntity.Id, relatedEntity);
}
}
}
if (manyToMany.RecordType2 == relatedType)
{
var theseRelatedEntities = Service.GetRelatedRecords(container.RecordToExtract, manyToMany,
true);
foreach (var relatedEntity in theseRelatedEntities)
{
if (!recordsToOutput.ContainsKey(relatedEntity.Id))
{
recordsToOutput.Add(relatedEntity.Id, relatedEntity);
}
}
}
}
catch
(Exception ex)
{
container.Response.AddResponseItem(
new RecordExtractResponseItem("Error Loading Many To Many Records",
manyToMany.SchemaName, ex));
}
}
}
private IRecord ExtractMainRecord(RecordExtractContainer container)
{
container.Controller.UpdateProgress(1, 3, "Loading Record");
var recordToExtract = Service.Get(container.Request.RecordLookup.RecordType,
container.Request.RecordLookup.Id);
container.RecordToExtract = recordToExtract;
var primaryField = Service.GetPrimaryField(recordToExtract.Type);
var recordName = recordToExtract.GetStringField(primaryField);
container.AddBookmark(ExtractUtility.CheckStripFormatting(recordName, container.RecordToExtractType,
primaryField));
container.Response.Record = recordToExtract;
container.Controller.UpdateProgress(2, 3, "Loading Record");
WriteRecordToSection(recordToExtract, container.Section, DetailLevel.AllFields, container.Request);
return(recordToExtract);
}
private void GetActivityPartyRelated(RecordExtractContainer container, string relatedType,
Dictionary <string, IRecord> recordsToOutput)
{
//if the extracted record could be an activity participant for this type
//then get and append them
if (Service.GetRecordTypeMetadata(container.RecordToExtractType).IsActivityParticipant&& Service.GetRecordTypeMetadata(relatedType).IsActivityType)
{
var activities = Service.GetLinkedRecordsThroughBridge(relatedType, "activityparty",
container.RecordToExtractType, "partyid", "activityid", container.RecordToExtractId);
foreach (var activity in activities)
{
if (!recordsToOutput.ContainsKey(activity.Id))
{
recordsToOutput.Add(activity.Id, activity);
}
}
}
}
private RecordExtractToDocumentResponse ExtractRecordToDocument(RecordExtractToDocumentRequest request)
{
var container = new RecordExtractContainer(request);
var recordToExtract = ExtractMainRecord(container);
var hasRelatedRecordOutput = false;
ContentBookmark bookmark = null;
try
{
var relatedTypes = GetRelatedTypes(container);
foreach (var relatedType in relatedTypes.OrderBy(r => Service.GetDisplayName(r)))
{
var recordType = relatedType;
try
{
var recordsToOutput = new Dictionary <string, IRecord>();
GetOneToManyRelated(container, relatedType, recordsToOutput);
GetManyToManyRelated(container, relatedType, recordsToOutput);
GetActivityPartyRelated(container, relatedType, recordsToOutput);
hasRelatedRecordOutput = AppendRelatedToDocument(recordsToOutput, hasRelatedRecordOutput,
container, recordType, ref bookmark, request);
}
catch (Exception ex)
{
container.Response.AddResponseItem(new RecordExtractResponseItem(
"Error Loading Related Records",
recordType, ex));
}
}
}
catch (Exception ex)
{
container.Response.AddResponseItem(new RecordExtractResponseItem("Error Loading Relationships",
recordToExtract.Type, ex));
}
return(container.Response);
}
private void GetOneToManyRelated(RecordExtractContainer container, string relatedType,
IDictionary <string, IRecord> recordsToOutput)
{
var recordTypeCollectionLabel = Service.GetCollectionName(relatedType);
var relatedTypeOneToManyRelationships = GetOneToManyRelationshipsForType(container, relatedType);
var todoDone = 0;
var todoCount = relatedTypeOneToManyRelationships.Count();
foreach (var oneToMany in relatedTypeOneToManyRelationships)
{
container.Controller.UpdateProgress(todoDone++, todoCount,
string.Format("Searching One To Many Relationships To {0}", recordTypeCollectionLabel));
try
{
var theseRelatedEntities = Service.RetrieveAllAndClauses(oneToMany.ReferencingEntity,
new[]
{
new Condition(oneToMany.ReferencingAttribute, ConditionType.Equal,
container.RecordToExtract.Id)
}, null);
foreach (var relatedEntity in theseRelatedEntities)
{
if (!recordsToOutput.ContainsKey(relatedEntity.Id))
{
recordsToOutput.Add(relatedEntity.Id, relatedEntity);
}
}
}
catch (Exception ex)
{
container.Response.AddResponseItem(
new RecordExtractResponseItem("Error Loading One To Many Records",
oneToMany.SchemaName, ex));
}
}
}
private bool AppendRelatedToDocument(Dictionary <string, IRecord> recordsToOutput, bool hasRelatedRecordOutput,
RecordExtractContainer container, string recordType, ref ContentBookmark bookmark, RecordExtractToDocumentRequest request)
{
if (recordsToOutput.Any())
{
var outputNumbers = recordsToOutput.Count > 1 && container.Request.RelatedDetail == DetailLevel.AllFields;
recordsToOutput.Values.PopulateEmptyLookups(Service, GetRecordTypesToExclude());
var recordTypeCollectionLabel = Service.GetCollectionName(recordType);
var recordTypeLabel = Service.GetDisplayName(recordType);
if (!hasRelatedRecordOutput)
{
hasRelatedRecordOutput = true;
bookmark = container.Section.AddHeading2WithBookmark("Related Records");
container.AddBookmark(bookmark);
}
var todoDone = 0;
var todoCount = recordsToOutput.Count;
var thisBookmark =
container.Section.AddHeading3WithBookmark(string.Format("{0} ({1})", recordTypeCollectionLabel, recordsToOutput.Count));
bookmark.AddChildBookmark(thisBookmark);
var i = 1;
foreach (var match in recordsToOutput.Values)
{
if (outputNumbers)
{
container.Section.AddParagraph(string.Format("{0} {1}", recordTypeLabel, i++), true);
}
container.Controller.UpdateProgress(todoDone++, todoCount,
string.Format("Appending Related {0} To Document", recordTypeCollectionLabel));
WriteRecordToSection(match, container.Section, container.Request.RelatedDetail, request);
}
}
return(hasRelatedRecordOutput);
}
private IEnumerable <IOne2ManyRelationshipMetadata> GetOneToManyRelationships(RecordExtractContainer container)
{
return(Service.GetOneToManyRelationships(container.RecordToExtractType)
.Where(r => !GetRelationshipsToExclude().Contains(r.SchemaName)));
}
private IEnumerable <IOne2ManyRelationshipMetadata> GetOneToManyRelationshipsForType(
RecordExtractContainer container, string recordType)
{
return(GetOneToManyRelationships(container).Where(r => r.ReferencingEntity == recordType));
}
