/// <summary>
/// 获取安装单详情
/// </summary>
/// <param name="guid"></param>
/// <returns></returns>
public async Task <CrmEntity> GetInstallationorderDetail(string guid)
{
try
{
var userInfo = ContextContainer.GetValue <UserInfo>(ContextExtensionTypes.CurrentUserInfo);
var fetchString = _InstallationRepository.GetInstallationorderDetail(Guid.Parse(guid));
var fetchXdoc = XDocument.Parse(fetchString);
var fetchResponse = await helper.ExecuteAsync(_crmService, "mcs_installationorder", fetchXdoc);
if (fetchResponse != null && fetchResponse.Results.Count > 0)
{
var item = fetchResponse.Results[0];
var crmEntity = new CrmEntity(item.EntityName, item.Id);
crmEntity.Attributes = item.Attributes;
crmEntity.IsActivity = item.IsActivity;
crmEntity.Version = item.Version;
return(crmEntity);
}
else
{
return(null);
}
}
catch (Exception ex)
{
throw ex;
}
}
private static string BuildFetchXml(CrmRelationship relationship, CrmEntity entity, List <IMappingFetchCreator> mappingFetchCreators)
{
StringBuilder fetchXML = new StringBuilder();
fetchXML.AppendLine("<fetch version=\"1.0\" output-format=\"xml - platform\" mapping=\"logical\" distinct=\"false\">");
fetchXML.AppendLine("<entity name=\"" + relationship.RelatedEntityName + "\">");
fetchXML.AppendLine("<attribute name=\"" + entity.PrimaryIdField + "\" />");
fetchXML.AppendLine("<attribute name=\"" + relationship.TargetEntityPrimaryKey + "\" />");
var aplicableFetchCreators = mappingFetchCreators.Where(mr => mr.UseForEntity(relationship.RelatedEntityName)).ToList();
foreach (var rule in aplicableFetchCreators)
{
fetchXML.Append(rule.GetExportFetchXML(relationship.RelatedEntityName, new CrmField()
{
LookupType = entity.Name, FieldName = entity.PrimaryIdField
}));
}
foreach (var rule in aplicableFetchCreators)
{
fetchXML.Append(rule.GetExportFetchXML(relationship.RelatedEntityName, new CrmField()
{
LookupType = relationship.TargetEntityName, FieldName = relationship.TargetEntityPrimaryKey
}));
}
fetchXML.AppendLine("</entity>");
fetchXML.AppendLine("</fetch>");
return(fetchXML.ToString());
}
/// <summary>
/// 用户消息新增编辑
/// </summary>
/// <param name="request"></param>
/// <returns></returns>
public async Task <ValidateResult <CrmEntity> > AddAndEdit(UserMsgequest request)
{
var validateResult = new ValidateResult <CrmEntity>();
var reusetCrmEntity = new CrmEntity("mcs_user_msg", new Guid());
//新增
if (string.IsNullOrWhiteSpace(request.mcs_user_msgid))
{
var createEntity = new CrmExecuteEntity("mcs_user_msg", Guid.NewGuid());
BasicAssignment(createEntity, request);
var reuset = await _crmService.Create(createEntity);
reusetCrmEntity.Id = createEntity.Id;
}
//编辑
if (!string.IsNullOrWhiteSpace(request.mcs_user_msgid))
{
var updateEntity = new CrmExecuteEntity("mcs_user_msg", Guid.Parse(request.mcs_user_msgid));
BasicAssignment(updateEntity, request);
await _crmService.Update(updateEntity);
reusetCrmEntity.Id = updateEntity.Id;
}
validateResult.Data = reusetCrmEntity;
validateResult.Result = true;
validateResult.Description = "操作成功";
return(validateResult);
}
private static CrmSchemaConfiguration GetSchema()
{
CrmSchemaConfiguration schemaConfig = new CrmSchemaConfiguration();
List <CrmEntity> entities = new List <CrmEntity>();
CrmEntity contact = new CrmEntity
{
Name = "contact",
PrimaryIdField = "contactid"
};
List <CrmField> fields = new List <CrmField>
{
new CrmField {
FieldName = "contactid", FieldType = "guid"
},
new CrmField {
FieldName = "firstname", FieldType = "string"
},
new CrmField {
FieldName = "lastname", FieldType = "string"
}
};
contact.CrmFields.AddRange(fields);
entities.Add(contact);
schemaConfig.Entities.AddRange(entities);
return(schemaConfig);
}
public void StoreCrmEntityData()
{
var entityLogicalName = "contact";
var attributeSet = new HashSet <string>()
{
"contactId", "firstname", "lastname"
};
inputEntityAttributes.Add(entityLogicalName, attributeSet);
var inputAttributeMapping = new AttributeTypeMapping();
var entityMetadata = InstantiateEntityMetaData(entityLogicalName);
InsertAttributeList(entityMetadata, new List <string> {
"contactId", "firstname", "lastname"
});
var crmEntity = new CrmEntity();
var crmEntityList = new List <CrmEntity>();
FluentActions.Invoking(() => systemUnderTest.StoreCrmEntityData(crmEntity, entityMetadata, crmEntityList, inputEntityRelationships, inputEntityAttributes, inputAttributeMapping, NotificationServiceMock.Object))
.Should()
.NotThrow();
crmEntityList.Count.Should().Be(1);
}
public void CollectCrmEntityRelationShip(EntityMetadata sourceList, CrmEntity crmEntity, Dictionary <string, HashSet <string> > inputEntityRelationships)
{
var manyToManyRelationship = sourceList.ManyToManyRelationships;
var relationshipList = new List <CrmRelationship>();
if (manyToManyRelationship != null)
{
foreach (var relationship in manyToManyRelationship)
{
if (inputEntityRelationships.ContainsKey(sourceList.LogicalName))
{
foreach (var relationshipName in inputEntityRelationships[sourceList.LogicalName])
{
if (relationshipName == relationship.IntersectEntityName)
{
StoreCrmEntityRelationShipData(crmEntity, relationship, relationshipList);
}
}
}
}
}
crmEntity.CrmRelationships.Clear();
crmEntity.CrmRelationships.AddRange(relationshipList);
}
public bool AreCrmEntityFieldsSelected(HashSet <string> inputCheckedEntity, Dictionary <string, HashSet <string> > inputEntityRelationships, Dictionary <string, HashSet <string> > inputEntityAttributes, AttributeTypeMapping inputAttributeMapping, ServiceParameters serviceParameters)
{
var fieldsSelected = false;
if (inputCheckedEntity.Count > 0)
{
var crmEntityList = new List <CrmEntity>();
foreach (var item in inputCheckedEntity)
{
var crmEntity = new CrmEntity();
var sourceList = serviceParameters.MetadataService.RetrieveEntities(item, serviceParameters.OrganizationService, serviceParameters.ExceptionService);
StoreCrmEntityData(crmEntity, sourceList, crmEntityList, inputEntityRelationships, inputEntityAttributes, inputAttributeMapping, serviceParameters.NotificationService);
if (crmEntity.CrmFields != null && crmEntity.CrmFields.Any())
{
fieldsSelected = true;
}
else
{
fieldsSelected = false;
break;
}
}
}
return(fieldsSelected);
}
public async Task <ValidateResult> AddAnswercontent(QuestionAddRequest model)
{
ValidateResult ts = await _appQuestion.AddAnswercontent(model);
CrmEntity ent = await _appQuestion.GetUserToCode(model.mcs_answername);
//await _appUser.IntegralCreate(IntegralQuestion_Key, ent.Id.ToString());
return(ts);
}
public void GenerateCSharpClass(CrmEntity crmEntity)
{
if (string.IsNullOrWhiteSpace(CacheManager.Namespace))
{
CacheManager.Namespace = ControlMod.InputBox("", "Please enter a namespace", CacheManager.Namespace);
}
Manager.GenerateCSharpClass(ClassOptions.FromCrmEntity(crmEntity, CacheManager.Namespace));
}
private static void ExtractRelationships(CrmEntity entities, HashSet <string> relationShipSet)
{
if (entities.CrmRelationships != null)
{
foreach (var relationship in entities.CrmRelationships)
{
relationShipSet.Add(relationship.RelationshipName);
}
}
}
private static void ExtractAttributes(CrmEntity entities, HashSet <string> attributeSet)
{
if (entities.CrmFields != null)
{
foreach (var attributes in entities.CrmFields)
{
attributeSet.Add(attributes.FieldName);
}
}
}
private async Task <CrmEntity> GetCustomerDetail(HttpClient client, string personId, CultureInfo culture)
{
CrmEntity customer = null;
HttpResponseMessage response = await client.GetAsync(crmUrl + $"/GetCustomerDetailById/{personId}?lang={culture.TwoLetterISOLanguageName}");
if (response.IsSuccessStatusCode)
{
customer = await response.Content.ReadAsAsync <CrmEntity>();
}
return(customer);
}
public void StoreCrmEntityData(CrmEntity crmEntity, EntityMetadata sourceList, List <CrmEntity> crmEntityList, Dictionary <string, HashSet <string> > inputEntityRelationships, Dictionary <string, HashSet <string> > inputEntityAttributes, AttributeTypeMapping inputAttributeMapping, INotificationService notificationService)
{
crmEntity.Name = sourceList.LogicalName;
crmEntity.DisplayName = sourceList.DisplayName?.UserLocalizedLabel == null ? string.Empty : sourceList.DisplayName.UserLocalizedLabel.Label;
crmEntity.EntityCode = sourceList.ObjectTypeCode.ToString();
crmEntity.PrimaryIdField = sourceList.PrimaryIdAttribute;
crmEntity.PrimaryNameField = sourceList.PrimaryNameAttribute;
CollectCrmEntityRelationShip(sourceList, crmEntity, inputEntityRelationships);
CollectCrmAttributesFields(sourceList, crmEntity, inputEntityAttributes, inputAttributeMapping, notificationService);
crmEntityList.Add(crmEntity);
}
public void Setup()
{
InitializeProperties();
var entity = new CrmEntity
{
Name = "contact",
PrimaryIdField = "contactid"
};
crmSchemaConfiguration = new CrmSchemaConfiguration();
crmSchemaConfiguration.Entities.Add(entity);
systemUnderTest = new DataFileStoreWriterCsv(MockLogger.Object, FilePrefix, TestResultFolder, ExcludedFields, crmSchemaConfiguration);
}
public void StoreCrmEntityRelationShipData(CrmEntity crmEntity, ManyToManyRelationshipMetadata relationship, List <CrmRelationship> relationshipList)
{
var crmRelationShip = new CrmRelationship
{
RelatedEntityName = relationship.IntersectEntityName,
ManyToMany = true,
IsReflexive = relationship.IsCustomizable.Value,
TargetEntityPrimaryKey = crmEntity.PrimaryIdField == relationship.Entity2IntersectAttribute ? relationship.Entity1IntersectAttribute : relationship.Entity2IntersectAttribute,
TargetEntityName = crmEntity.Name == relationship.Entity2LogicalName ? relationship.Entity1LogicalName : relationship.Entity2LogicalName,
RelationshipName = relationship.IntersectEntityName
};
relationshipList.Add(crmRelationShip);
}
public async Task StartAsync(IDialogContext context)
{
var culture = Thread.CurrentThread.CurrentCulture;
if (personId == null)
{
personId = Customer.DefaultPersonId;
}
if (crmEntity == null)
{
crmEntity = await crmService.GetCrmData(personId, culture);
}
if (crmEntity != null)
{
SetCallParams(context);
var reply = context.MakeMessage();
reply.AddThumbnailCard(
crmEntity.Product?.ProductName,
(crmEntity.Product?.ProductPrice ?? 0).ToString("C"),
string.Format(Resources.WelcomeMessage_prompt, crmEntity.Salutation ?? crmEntity.Customer.FullName, $"<b>{crmEntity.Product?.ProductName}</b>"),
new[]
{
Resources.WelcomeMessage_operator,
Resources.MluviiDialog_virtual_assistant
},
crmEntity.Product?.ProductPhotoUrl);
await context.PostAsync(reply);
context.Wait(MessageReceivedAsync);
return;
}
await context.SayAsync(Resources.CrmQueryFailed);
var endreply = context.MakeMessage();
endreply.AddHeroCard(
"",
"",
string.Format(Resources.goodbye, crmEntity.Customer.Email, crmEntity.Product.ProductName),
new[]
{
Resources.HelpDialog_end,
});
await context.PostAsync(endreply);
context.Wait(onFinished);
}
public async Task <CrmEntity> QueryById(Guid entityId)
{
try
{
CrmEntity entity = null;
var userInfo = ContextContainer.GetValue <UserInfo>(ContextExtensionTypes.CurrentUserInfo);
entity = await _crmService.Retrieve(EntityName, entityId, "", userInfo != null?userInfo.systemuserid : null);
return(entity);
}
catch (Exception ex)
{
throw ex;
}
}
/// <summary>
/// 预约记录明细
/// </summary>
/// <param name="entityid"></param>
/// <returns></returns>
public async Task <CrmEntity> QueryDetail(string entityid)
{
try
{
var fetchString = _appointmentInfoRepository.QueryDetail(entityid);
CrmEntity entity = null;
entity = await _crmService.Retrieve("mcs_appointmentinfo", Guid.Parse(entityid), fetchString, null, dicHead);
return(entity);
}
catch (Exception ex)
{
throw ex;
}
}
public async Task <CrmEntity> Retrieve(ICrmService crmService, string entityName, Guid id, Guid?userId = null)
{
var userInfo = ContextContainer.GetValue <UserInfo>(ContextExtensionTypes.CurrentUserInfo);
var dicHead = new Dictionary <string, IEnumerable <string> >();
dicHead.Add("Prefer", new List <string>()
{
"odata.include-annotations=\"*\""
});
CrmEntity entity = null;
entity = await crmService.Retrieve(entityName, id, "", userInfo?.systemuserid, dicHead);
return(entity);
}
public void CreateEmailRelationshipOrFail(string emailId, CrmEntity entity)
{
var success = clsSuiteCRMHelper.SetRelationship(
new eSetRelationshipValue
{
module2 = "emails",
module2_id = emailId,
module1 = entity.ModuleName,
module1_id = entity.EntityId,
});
if (!success)
{
throw new CrmSaveDataException($"Cannot create email relationship with {entity.ModuleName} ('set_relationship' failed)");
}
}
public void CreateEmailRelationshipOrFail(string emailId, CrmEntity entity)
{
var success = RestAPIWrapper.TrySetRelationship(
new SetRelationshipParams
{
module2 = "emails",
module2_id = emailId,
module1 = entity.ModuleName,
module1_id = entity.EntityId,
}, Objective.Email);
if (!success)
{
throw new CrmSaveDataException($"Cannot create email relationship with {entity.ModuleName} ('set_relationship' failed)");
}
}
private List <string> GetHeader(CrmExportedDataStore store)
{
store.ThrowArgumentNullExceptionIfNull(nameof(store));
var ent = store.ExportedEntities.FirstOrDefault();
List <string> header = new List <string>();
if (!ent.IsManyToMany)
{
CrmEntity entity = schemaConfig.Entities.FirstOrDefault(p => p.Name == ent.LogicalName);
var fields = entity.CrmFields.Where(p => p.FieldName != entity.PrimaryIdField).Select(p => p.FieldName).ToList();
AddFieldWithCheck(header, entity.PrimaryIdField);
if (fields != null)
{
foreach (var field in fields)
{
AddFieldWithCheck(header, field);
}
}
}
else
{
CrmEntity entity = schemaConfig.Entities
.First(r => r.CrmRelationships.Select(a => a.RelatedEntityName == ent.LogicalName).Any());
CrmRelationship rel = entity.CrmRelationships.FirstOrDefault(a => a.RelatedEntityName == ent.LogicalName);
AddFieldWithCheck(header, $"{rel.RelationshipName}id");
AddFieldWithCheck(header, entity.PrimaryIdField);
AddFieldWithCheck(header, rel.TargetEntityPrimaryKey);
}
foreach (var item in store.ExportedEntities)
{
var mapAtr = item.Attributes.Where(p => p.AttributeType == "Microsoft.Xrm.Sdk.AliasedValue" && !header.Contains(p.AttributeName)).Select(p => p.AttributeName).ToList();
foreach (var field in mapAtr)
{
AddFieldWithCheck(header, field);
}
}
return(header);
}
public void CollectCrmEntityFields(HashSet <string> inputCheckedEntity, CrmSchemaConfiguration schemaConfiguration, Dictionary <string, HashSet <string> > inputEntityRelationships, Dictionary <string, HashSet <string> > inputEntityAttributes, AttributeTypeMapping inputAttributeMapping, ServiceParameters serviceParameters)
{
if (inputCheckedEntity.Count > 0)
{
var crmEntityList = new List <CrmEntity>();
foreach (var item in inputCheckedEntity)
{
var crmEntity = new CrmEntity();
var sourceList = serviceParameters.MetadataService.RetrieveEntities(item, serviceParameters.OrganizationService, serviceParameters.ExceptionService);
StoreCrmEntityData(crmEntity, sourceList, crmEntityList, inputEntityRelationships, inputEntityAttributes, inputAttributeMapping, serviceParameters.NotificationService);
}
schemaConfiguration.Entities.Clear();
schemaConfiguration.Entities.AddRange(crmEntityList);
}
}
/// <summary>
/// 预约单创建与修改(包括取消预约)
/// </summary>
/// <param name="request"></param>
/// <returns></returns>
public async Task <ValidateResult <CrmEntity> > AddOrEdit(AppointmentInfoAddOrEditRequest request)
{
var userInfo = ContextContainer.GetValue <UserInfo>(ContextExtensionTypes.CurrentUserInfo);
if (userInfo != null && !string.IsNullOrWhiteSpace(userInfo.mcs_dealerid))
{
request.appointmentinfo.mcs_dealerid = Guid.Parse(userInfo.mcs_dealerid);
}
if (userInfo != null && userInfo.systemuserid != null)
{
request.appointmentinfo.mcs_serviceadvisorid = userInfo.systemuserid;
}
var validateResult = new ValidateResult <CrmEntity>();
var reusetCrmEntity = new CrmEntity("mcs_appointmentinfo", new Guid());
//新增预约单
if (request.appointmentinfo.mcs_appointmentinfoid == null)
{
var createEntity = new CrmExecuteEntity("mcs_appointmentinfo", Guid.NewGuid());
//预约状态 创建默认是待跟进
createEntity.Attributes.Add("mcs_status", 10);
BasicAssignment(createEntity, request);
var reuset = await _crmService.Create(createEntity, userInfo?.systemuserid);
reusetCrmEntity.Id = createEntity.Id;
}
//编辑预约单
if (request.appointmentinfo.mcs_appointmentinfoid != null)
{
var updateEntity = new CrmExecuteEntity("mcs_appointmentinfo", (Guid)request.appointmentinfo.mcs_appointmentinfoid);
//预约状态
if (request.appointmentinfo.mcs_status != null)
{
updateEntity.Attributes.Add("mcs_status", request.appointmentinfo.mcs_status);
}
BasicAssignment(updateEntity, request);
await _crmService.Update(updateEntity, userInfo?.systemuserid);
reusetCrmEntity.Id = (Guid)request.appointmentinfo.mcs_appointmentinfoid;
}
validateResult.Data = reusetCrmEntity;
validateResult.Result = true;
validateResult.Description = "操作成功";
return(validateResult);
}
public void CollectCrmAttributesFields(EntityMetadata sourceList, CrmEntity crmEntity, Dictionary <string, HashSet <string> > inputEntityAttributes, AttributeTypeMapping inputAttributeMapping, INotificationService notificationService)
{
if (inputEntityAttributes != null)
{
var attributes = sourceList.Attributes.ToArray();
var primaryAttribute = sourceList.PrimaryIdAttribute;
if (sourceList.LogicalName != null && inputEntityAttributes.ContainsKey(sourceList.LogicalName))
{
var crmFieldList = new List <CrmField>();
foreach (AttributeMetadata attribute in attributes)
{
StoreAttributeMetadata(attribute, sourceList, primaryAttribute, crmFieldList, inputEntityAttributes, inputAttributeMapping, notificationService);
}
crmEntity.CrmFields.Clear();
crmEntity.CrmFields.AddRange(crmFieldList);
}
}
}
public int GetCrmEntityType(string entityName)
{
if (string.IsNullOrEmpty(entityName))
{
return(0);
}
if (!crmEntityDict.ContainsKey(entityName))
{
CrmEntity crmEntity = crmEntityList.Where(p => p.Name == entityName).FirstOrDefault();
crmEntityDict.GetOrAdd(entityName, crmEntity != null && crmEntity.Id > 0 ? crmEntity : null);
}
if (crmEntityDict.ContainsKey(entityName))
{
CrmEntity crmEntity = crmEntityDict[entityName];
if (crmEntity != null)
{
return(crmEntity.Type);
}
}
return(0);
}
/// <summary>
/// 唯一线索详情查询
/// </summary>
/// <param name="entityid"></param>
/// <returns></returns>
public async Task <CrmEntity> GetOnlyLeadDetail(string entityid)
{
try
{
var dicHead = new Dictionary <string, IEnumerable <string> >();
dicHead.Add("Prefer", new List <string>()
{
"odata.include-annotations=\"*\""
});
//var fetchString = _onlyLeadRepository.GetOnlyLeadDetail(entityid);
CrmEntity entity = null;
entity = await _crmService.Retrieve("mcs_onlylead", Guid.Parse(entityid), "", null, dicHead);
return(entity);
}
catch (Exception ex)
{
throw ex;
}
}
/// <summary>
/// 唯一线索编辑
/// </summary>
/// <param name="request"></param>
/// <returns></returns>
public async Task <ValidateResult <CrmEntity> > Edit(OnlyLeadEditRequest request)
{
var validateResult = new ValidateResult <CrmEntity>();
var userInfo = ContextContainer.GetValue <UserInfo>(ContextExtensionTypes.CurrentUserInfo);
var reusetCrmEntity = new CrmEntity("mcs_onlylead", request.onlylead.mcs_onlyleadid);
//编辑
if (request.onlylead.mcs_onlyleadid != null)
{
var updateEntity = new CrmExecuteEntity("mcs_onlylead", request.onlylead.mcs_onlyleadid);
BasicAssignment(updateEntity, request);
await _crmService.Update(updateEntity, userInfo?.systemuserid);
reusetCrmEntity.Id = updateEntity.Id;
}
validateResult.Data = reusetCrmEntity;
validateResult.Result = true;
validateResult.Description = "操作成功";
return(validateResult);
}
private static string BuildFetchXml(CrmEntity entity, bool onlyActiveRecords, Dictionary <string, string> fetchXmlFilters, List <IMappingFetchCreator> mappingFetchCreators)
{
StringBuilder fetchXML = new StringBuilder();
fetchXML.AppendLine("<fetch version=\"1.0\" output-format=\"xml - platform\" mapping=\"logical\" distinct=\"false\">");
fetchXML.AppendLine("<entity name=\"" + entity.Name + "\">");
var aplicableFetchCreators = mappingFetchCreators.Where(mr => mr.UseForEntity(entity.Name)).ToList();
foreach (var field in entity.CrmFields)
{
fetchXML.AppendLine("<attribute name=\"" + field.FieldName + "\" />");
if (field.FieldType.Equals("entityreference", StringComparison.InvariantCulture) || field.PrimaryKey)
{
foreach (var rule in aplicableFetchCreators)
{
fetchXML.AppendLine(rule.GetExportFetchXML(entity.Name, field));
}
}
}
if (onlyActiveRecords)
{
fetchXML.AppendLine("<filter type=\"and\" >");
fetchXML.AppendLine($" <condition attribute=\"{EntityFields.StateCode}\" operator=\"eq\" value=\"0\" />");
fetchXML.AppendLine("</filter>");
}
else if (fetchXmlFilters != null && fetchXmlFilters.ContainsKey(entity.Name))
{
fetchXML.AppendLine(fetchXmlFilters[entity.Name]);
}
fetchXML.AppendLine("</entity>");
fetchXML.AppendLine("</fetch>");
return(fetchXML.ToString());
}
public async Task StartAsync(IDialogContext context)
{
if (personId == null)
{
personId = Customer.DefaultPersonId;
}
if (crmEntity == null)
{
crmEntity = await crmService.GetCrmData(personId, Thread.CurrentThread.CurrentCulture);
}
if (crmEntity != null)
{
SetCallParams(context);
await PostWelcomeCard(context);
context.Wait(MessageReceivedAsync);
return;
}
await context.SayAsync(Resources.CrmQueryFailed);
var endreply = context.MakeMessage();
endreply.AddHeroCard(
"",
"",
string.Format(Resources.goodbye),
new[]
{
Resources.HelpDialog_end
});
await context.PostAsync(endreply);
context.Wait(onFinished);
}
