plugin.cs

using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
using System;
using System.Configuration;
using System.Diagnostics;
using System.Linq;
using System.Net;
using System.Net.Http;
using System.Net.Mail;
using System.Runtime.Remoting.Contexts;
using System.Text;
using Zurich.CEP.Common.DomainModel.DataModel.Crm;
using Zurich.Zkp.Common;
using Zurich.Zkp.Common.CrmDataAccess.DataProvider;
using Zurich.Zkp.DomainModel.Constants;
using Zurich.Zkp.DomainModel.DataModel.Crm;
using Zurich.Zkp.Extensions;
using Zurich.Zkp.PluginBase;
using Configuration = Zurich.Zkp.DomainModel.Constants.Configuration;

namespace LeadPlugin
{
    public class LeadHandler : Plugin
    {
        public LeadHandler()
            : base(typeof(LeadHandler))
        {
            RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>(
                    (int)PipelinePhase.PreOperation,
                    Message.Create.ToString(),
                    lead.EntityLogicalName,
                    OnPreCreate));

            RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>(
                    (int)PipelinePhase.PreOperation,
                    Message.Update.ToString(),
                    lead.EntityLogicalName,
                    OnPreUpdate));
        }


        private void OnPreCreate(LocalPluginContext context)
        {
            try
            {
                var target = Common.GetTargetEntity(context);
                SetSlaStartDate(target);
                CopyCustomerAttributes(context);
            }
            catch (Exception e)
            {
                throw new InvalidOperationException($"Error in pre creating lead: {e.Message}");
            }
        }

        private void OnPreUpdate(LocalPluginContext context)
        {
            try
            {
                var target = Common.GetTargetEntity(context);
                var preImage = Common.GetPreEntityImage(context, target.LogicalName);

                var slaStartDate = preImage.GetAttributeValue<DateTime>(lead.zch_SlaStartDate);
                if (slaStartDate != null)
                {
                    // Do not overwrite SLA start date
                    return;
                }

                SetSlaStartDate(target);
                CopyCustomerAttributes(context);
            }
            catch (Exception e)
            {
                throw new InvalidOperationException("Error in pre updating lead: " + e.Message);
            }
        }

        private void SetSlaStartDate(Entity leadEntity)
        {
            var leadType = leadEntity.GetAttributeValue<OptionSetValue>(lead.zch_LeadTypeCode)?.ToEnum<lead.zch_leadtypecodeEnum>();
            if (leadType == lead.zch_leadtypecodeEnum.XTwoPercent_Consulting_Order_63242)
            {
                leadEntity.SetAttributeValue(lead.zch_SlaStartDate, DateTime.Now.ToSwissTime());
            }
        }

        private void CopyCustomerAttributes(LocalPluginContext context)
        {
            Entity targetEntity = Common.GetTargetEntity(context);

            EntityReference partnerRef = targetEntity.GetAttributeValue<EntityReference>(lead.CustomerId);
            if (partnerRef == null)
            {
                context.Trace("Lead doesn't have CustomerId / Partner on Lead is empty");
                return;
            };

            Entity partnerEntity = context.OrganizationService.Retrieve(partnerRef.LogicalName, partnerRef.Id, new ColumnSet(true));

            CopyFirstAndLastNameFromPartner(targetEntity, partnerEntity);
            CopyAddressFromPartner(targetEntity, partnerEntity);
            CopyEmailFromPartner(targetEntity, partnerEntity);
        }

        private void CopyAddressFromPartner(Entity targetEntity, Entity partnerEntity)
        {
            if (targetEntity.GetAttributeValue<string>(lead.zch_Street) == null && targetEntity.GetAttributeValue<string>(lead.zch_StreetNumber) == null
                && targetEntity.GetAttributeValue<string>(lead.Address1_PostalCode) == null && targetEntity.GetAttributeValue<string>(lead.Address1_City) == null)
            {
                var partnerStreet = partnerEntity.GetAttributeValue<string>("zch_street");
                var partnerStreetNumber = partnerEntity.GetAttributeValue<string>("zch_streetnumber");
                var partnerAddress1PostalCode = partnerEntity.GetAttributeValue<string>("address1_postalcode");
                var partnerAddress1City = partnerEntity.GetAttributeValue<string>("address1_city");

                if (partnerStreet != null && partnerStreetNumber != null && partnerAddress1PostalCode != null && partnerAddress1City != null)
                {
                    targetEntity.SetAttributeValue<string>(lead.zch_Street, partnerStreet);
                    targetEntity.SetAttributeValue<string>(lead.zch_StreetNumber, partnerStreetNumber);
                    targetEntity.SetAttributeValue<string>(lead.Address1_PostalCode, partnerAddress1PostalCode);
                    targetEntity.SetAttributeValue<string>(lead.Address1_City, partnerAddress1City);
                }
            }
        }

        private void CopyEmailFromPartner(Entity targetEntity, Entity partnerEntity)
        {
            //On Purpose: EmailAddress1 on Lead is EmailAddress2 on Partner and vice-versa for private / business email
            if (targetEntity.GetAttributeValue<string>(lead.EMailAddress1) == null)
            {
                var emailaddress1 = partnerEntity.GetAttributeValue<string>("emailaddress2");
                if (emailaddress1 != null)
                {
                    targetEntity.SetAttributeValue<string>(lead.EMailAddress1, emailaddress1);
                }
            }

            if (targetEntity.GetAttributeValue<string>(lead.EMailAddress2) == null)
            {
                var emailaddress2 = partnerEntity.GetAttributeValue<string>("emailaddress1");
                if (emailaddress2 != null)
                {
                    targetEntity.SetAttributeValue<string>(lead.EMailAddress2, emailaddress2);
                }
            }
        }

        private void CopyFirstAndLastNameFromPartner(Entity targetEntity, Entity partnerEntity)
        {
            if (targetEntity.GetAttributeValue<string>(lead.FirstName) == null && targetEntity.GetAttributeValue<string>(lead.LastName) == null)
            {
                if (partnerEntity.LogicalName == "contact")
                {
                    var partnerFirstName = partnerEntity.GetAttributeValue<string>("firstname");
                    var partnerLastName = partnerEntity.GetAttributeValue<string>("lastname");

                    if (partnerFirstName != null)
                    {
                        targetEntity.SetAttributeValue<string>(lead.FirstName, partnerFirstName);
                    }

                    if (partnerLastName != null)
                    {
                        targetEntity.SetAttributeValue<string>(lead.LastName, partnerLastName);
                    }
                }

                if (partnerEntity.LogicalName == "account")
                {
                    var partnerAccountName = partnerEntity.GetAttributeValue<string>("name");

                    if (partnerAccountName != null)
                    {
                        targetEntity.SetAttributeValue<string>(lead.LastName, partnerAccountName);
                    }
                }
            }
        }
    }
}