Implemented QualifyLeadRequestHandler

src/XrmMockupShared/Core.cs

@@ -145,6 +145,7 @@ private void InitializeDB() {
                 new RetrieveAllOptionSetsRequestHandler(this, db, metadata, security),
                 new RetrieveOptionSetRequestHandler(this, db, metadata, security),
                 new RetrieveExchangeRateRequestHandler(this, db, metadata, security),
+                new QualifyLeadRequestHandler(this, db, metadata, security),
                 new CloseIncidentRequestHandler(this, db, metadata, security),
                 new AddMembersTeamRequestHandler(this, db, metadata, security),
                 new RemoveMembersTeamRequestHandler(this, db, metadata, security),

src/XrmMockupShared/Requests/QualifyLeadRequestHandler.cs

@@ -0,0 +1,238 @@
+using DG.Tools.XrmMockup;
+using DG.Tools.XrmMockup.Database;
+using Microsoft.Crm.Sdk.Messages;
+using Microsoft.Xrm.Sdk;
+using Microsoft.Xrm.Sdk.Messages;
+using Microsoft.Xrm.Sdk.Metadata;
+using System;
+using System.Collections.Generic;
+using System.Linq;
+using System.ServiceModel;
+
+namespace DG.Tools.XrmMockup
+{
+    internal class QualifyLeadRequestHandler : RequestHandler
+    {
+        private readonly Dictionary<string, string> leadToAccountAttributesMap = new Dictionary<string, string>
+        {
+            { "sic", "sic" },
+            { "emailaddress1", "emailaddress1" },
+            { "companyname", "name" },
+            { "fax", "fax" },
+            { "websiteurl", "websiteurl" },
+            { "address1_country", "address1_country" },
+            { "address1_city", "address1_city" },
+            { "address1_line1", "address1_line1" },
+            { "address1_line2", "address1_line2" },
+            { "address1_line3", "address1_line3" },
+            { "address1_postalcode", "address1_postalcode" },
+            { "address1_stateorprovince", "address1_stateorprovince" },
+            { "telephone2", "telephone2" },
+            { "donotpostalmail", "donotpostalmail" },
+            { "donotphone", "donotphone" },
+            { "donotfax", "donotfax" },
+            { "donotsendmm", "donotsendmm" },
+            { "description", "description" },
+            { "donotemail", "donotemail" },
+            { "yomicompanyname", "yominame" },
+            { "donotbulkemail", "donotbulkemail" }
+        };
+
+        private readonly Dictionary<string, string> leadToContactAttributesMap = new Dictionary<string, string>
+        {
+            { "mobilephone", "mobilephone" },
+            { "emailaddress1", "emailaddress1" },
+            { "emailaddress3", "emailaddress3" },
+            { "websiteurl", "websiteurl" },
+            { "yomilastname", "yomilastname" },
+            { "lastname", "lastname" },
+            { "donotpostalmail", "donotpostalmail" },
+            { "donotphone", "donotphone" },
+            { "yomimiddlename", "yomimiddlename" },
+            { "description", "description" },
+            { "firstname", "firstname" },
+            { "donotemail", "donotemail" },
+            { "address1_stateorprovince", "address1_stateorprovince" },
+            { "address2_county", "address2_county" },
+            { "donotfax", "donotfax" },
+            { "donotsendmm", "donotsendmm" },
+            { "jobtitle", "jobtitle" },
+            { "pager", "pager" },
+            { "address1_country", "address1_country" },
+            { "address1_line1", "address1_line1" },
+            { "address1_line2", "address1_line2" },
+            { "address1_line3", "address1_line3" },
+            { "telephone2", "telephone2" },
+            { "telephone3", "telephone3" },
+            { "address2_fax", "address2_fax" },
+            { "donotbulkemail", "donotbulkemail" },
+            { "emailaddress2", "emailaddress2" },
+            { "fax", "fax" },
+            { "yomifirstname", "yomifirstname" },
+            { "address1_postalcode", "address1_postalcode" },
+            { "address1_city", "address1_city" },
+            { "address2_country", "address2_country" }
+        };
+
+        private readonly Dictionary<string, string> leadToOpportunityAttributesMap = new Dictionary<string, string>
+        {
+            { "subject", "name" },
+            { "qualificationcomments", "qualificationcomments" },
+            { "description", "description" }
+        };
+
+        internal QualifyLeadRequestHandler(Core core, XrmDb db, MetadataSkeleton metadata, Security security) : base(core, db, metadata, security, "QualifyLead")
+        {
+        }
+
+        internal override OrganizationResponse Execute(OrganizationRequest orgRequest, EntityReference userRef)
+        {
+            var request = MakeRequest<QualifyLeadRequest>(orgRequest);
+
+            if (request.LeadId == null)
+            {
+                throw new FaultException("Required field 'LeadId' is missing");
+            }
+
+            var leadMetadata = metadata.EntityMetadata.GetMetadata(request.LeadId.LogicalName);
+
+            if (leadMetadata == null)
+            {
+                throw new FaultException($"The entity with a name = '{request.LeadId.LogicalName}' was not found in the MetadataCache.");
+            }
+
+            if (request.OpportunityCurrencyId != null)
+            {
+                var currencyMetadata = metadata.EntityMetadata.GetMetadata(request.OpportunityCurrencyId.LogicalName);
+                if (currencyMetadata == null)
+                {
+                    throw new FaultException($"The entity with a name = '{request.OpportunityCurrencyId.LogicalName}' was not found in the MetadataCache.");
+                }
+            }
+
+            EntityMetadata customerMetadata = null;
+            if (request.OpportunityCustomerId != null)
+            {
+                customerMetadata = metadata.EntityMetadata.GetMetadata(request.OpportunityCustomerId.LogicalName);
+                if (customerMetadata == null)
+                {
+                    throw new FaultException($"The entity with a name = '{request.OpportunityCustomerId.LogicalName}' was not found in the MetadataCache.");
+                }
+            }
+
+            var leadRow = db.GetDbRow(request.LeadId);
+
+            if (leadRow == null || request.LeadId.LogicalName != LogicalNames.Lead)
+            {
+                throw new FaultException($"{LogicalNames.Lead} With Id = {request.LeadId.Id} Does Not Exist");
+            }
+
+            var currentState = leadRow.GetColumn<int>("statecode");
+
+            if (currentState == 1)
+            {
+                throw new FaultException($"The {LogicalNames.Lead} is already closed.");
+            }
+
+            var status = request.Status != null ? request.Status.Value : 0;
+            var statusOptionMetadata = Utility.GetStatusOptionMetadata(leadMetadata)
+                .FirstOrDefault(s => s.Value == status) as StatusOptionMetadata;
+
+            if (statusOptionMetadata == null)
+            {
+                throw new FaultException($"{status} is not a valid status code on lead with Id {request.LeadId.Id}");
+            }
+
+            if (statusOptionMetadata.State != 1)
+            {
+                throw new FaultException($"{request.Status.Value} is not a valid status code for state code LeadState.Qualified lead with Id {request.LeadId.Id}");
+            }
+
+            var createdEntities = new EntityReferenceCollection();
+
+            var lead = leadRow.ToEntity();
+
+            if (request.CreateAccount)
+            {
+                createdEntities.Add(CreateEntityFromLead(lead, LogicalNames.Account, leadToAccountAttributesMap, userRef).ToEntityReference());
+            }
+
+            if (request.CreateContact)
+            {
+                createdEntities.Add(CreateEntityFromLead(lead, LogicalNames.Contact, leadToContactAttributesMap, userRef).ToEntityReference());
+            }
+
+            if (request.CreateOpportunity)
+            {
+                createdEntities.Add(CreateOpportunityFromLead(lead, request.OpportunityCustomerId, request.OpportunityCurrencyId, userRef).ToEntityReference());
+            }
+
+            lead["statuscode"] = status;
+            db.Update(lead);
+
+            var resp = new QualifyLeadResponse();
+            resp.Results["CreatedEntities"] = createdEntities;
+            return resp;
+        }
+
+        private Entity CreateOpportunityFromLead(Entity lead, EntityReference customer, EntityReference currency, EntityReference userRef)
+        {
+            if (customer != null)
+            {
+                if (customer.LogicalName != LogicalNames.Account &&
+                    customer.LogicalName != LogicalNames.Contact)
+                {
+                    throw new FaultException($"CustomerIdType for {LogicalNames.Opportunity} can either be an {LogicalNames.Account} or {LogicalNames.Contact}");
+                }
+            }
+            var opportunity = new Entity(LogicalNames.Opportunity);
+            MapAttributesFromLead(lead, leadToOpportunityAttributesMap, ref opportunity);
+            opportunity["originatingleadid"] = lead.ToEntityReference();
+
+            if (customer != null)
+            {
+                opportunity["customerid"] = customer;
+            }
+
+            if(currency != null)
+            {
+                opportunity["transactioncurrencyid"] = currency;
+            }
+
+            opportunity.Id = CreateEntity(opportunity, userRef);
+
+            return opportunity;
+        }
+
+        private Entity CreateEntityFromLead(Entity lead, string newEntityLogicalName, IDictionary<string, string> attributesMap, EntityReference userRef)
+        {
+            var newEntity = new Entity(newEntityLogicalName);
+
+            MapAttributesFromLead(lead, attributesMap, ref newEntity);
+
+            newEntity["originatingleadid"] = lead.ToEntityReference();
+
+            newEntity.Id = CreateEntity(newEntity, userRef);
+            return newEntity;
+        }
+
+        private void MapAttributesFromLead(Entity lead, IDictionary<string, string> attributesMap, ref Entity toEntity)
+        {
+            foreach(var attr in attributesMap)
+            {
+                if(lead.Attributes.Contains(attr.Key))
+                    toEntity[attr.Value] = lead[attr.Key];
+            }
+        }
+
+        private Guid CreateEntity(Entity entity, EntityReference userRef)
+        {
+            var req = new CreateRequest
+            {
+                Target = entity
+            };
+            var response = core.Execute(req, userRef) as CreateResponse;
+            return response.id;
+        }
+    }
+}

src/XrmMockupShared/Utility.cs

@@ -304,16 +304,6 @@ internal static void CheckStatusTransitions(EntityMetadata metadata, Entity newE
             throw new FaultException($"Trying to switch {newEntity.LogicalName} from status {prevValue.Value} to {newValue.Value}");
         }
 
-        internal static OptionMetadata GetStateOptionMetadataFromInvariantName(string stateInvariantName, EntityMetadata entityMetadata)
-        {
-            var stateOptionMeta = (entityMetadata.Attributes
-                .FirstOrDefault(a => a is StateAttributeMetadata) as StateAttributeMetadata)
-                .OptionSet
-                .Options;
-
-            return stateOptionMeta.FirstOrDefault(o => (o as StateOptionMetadata).InvariantName == stateInvariantName);
-        }
-
         internal static bool IsValidStatusTransition(string transitionData, int newStatusCode)
         {
             var ns = XNamespace.Get("http://schemas.microsoft.com/crm/2009/WebServices");
@@ -333,6 +323,16 @@ internal static OptionMetadataCollection GetStatusOptionMetadata(EntityMetadata
                 .FirstOrDefault(a => a is StatusAttributeMetadata) as StatusAttributeMetadata)
                 .OptionSet.Options;
         }
+
+        internal static OptionMetadata GetStateOptionMetadataFromInvariantName(string stateInvariantName, EntityMetadata entityMetadata)
+        {
+            var stateOptionMeta = (entityMetadata.Attributes
+                .FirstOrDefault(a => a is StateAttributeMetadata) as StateAttributeMetadata)
+                .OptionSet
+                .Options;
+
+            return stateOptionMeta.FirstOrDefault(o => (o as StateOptionMetadata).InvariantName == stateInvariantName);
+        }
 
         internal static EntityReference GetBaseCurrency(MetadataSkeleton metadata)
         {
@@ -921,6 +921,7 @@ internal static Entity ToActivityPointer(this Entity entity)
 
     internal class LogicalNames
     {
+        public const string Account = "account";
         public const string TransactionCurrency = "transactioncurrency";
         public const string BusinessUnit = "businessunit";
         public const string SystemUser = "systemuser";

src/XrmMockupShared/XrmMockupShared.projitems

@@ -20,6 +20,7 @@
     <Compile Include="$(MSBuildThisFileDirectory)Requests\RemoveMembersTeamRequestHandler.cs" />
     <Compile Include="$(MSBuildThisFileDirectory)Requests\CloseIncidentRequestHandler.cs" />
     <Compile Include="$(MSBuildThisFileDirectory)Requests\IsValidStateTransitionRequestHandler.cs" />
+    <Compile Include="$(MSBuildThisFileDirectory)Requests\QualifyLeadRequestHandler.cs" />
     <Compile Include="$(MSBuildThisFileDirectory)Requests\RetrieveExchangeRateRequestHandler.cs" />
     <Compile Include="$(MSBuildThisFileDirectory)Security.cs" />
     <Compile Include="$(MSBuildThisFileDirectory)Domain.cs" />

tests/SharedTests/SharedTests.projitems

@@ -12,6 +12,7 @@
     <Compile Include="$(MSBuildThisFileDirectory)TestActivities.cs" />
     <Compile Include="$(MSBuildThisFileDirectory)TestAction.cs" />
     <Compile Include="$(MSBuildThisFileDirectory)TestAlternateKeys.cs" />
+    <Compile Include="$(MSBuildThisFileDirectory)TestLeads.cs" />
     <Compile Include="$(MSBuildThisFileDirectory)TestCascade.cs" />
     <Compile Include="$(MSBuildThisFileDirectory)TestIncident.cs" />
     <Compile Include="$(MSBuildThisFileDirectory)TestOpportunity.cs" />