Activity log plugins

apps/it-governance/plugins/ActivityLogs.Plugins/ActivityLogs.Plugins.sln

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+
+Microsoft Visual Studio Solution File, Format Version 12.00
+# Visual Studio Version 17
+VisualStudioVersion = 17.14.36623.8 d17.14
+MinimumVisualStudioVersion = 10.0.40219.1
+Project("{FAE04EC0-301F-11D3-BF4B-00C04F79EFBC}") = "ActivityLogs.Plugins", "ActivityLogs.Plugins\ActivityLogs.Plugins.csproj", "{C39F5F21-4E07-45ED-972E-2F45962D62AC}"
+EndProject
+Global
+	GlobalSection(SolutionConfigurationPlatforms) = preSolution
+		Debug|Any CPU = Debug|Any CPU
+		Release|Any CPU = Release|Any CPU
+	EndGlobalSection
+	GlobalSection(ProjectConfigurationPlatforms) = postSolution
+		{C39F5F21-4E07-45ED-972E-2F45962D62AC}.Debug|Any CPU.ActiveCfg = Debug|Any CPU
+		{C39F5F21-4E07-45ED-972E-2F45962D62AC}.Debug|Any CPU.Build.0 = Debug|Any CPU
+		{C39F5F21-4E07-45ED-972E-2F45962D62AC}.Release|Any CPU.ActiveCfg = Release|Any CPU
+		{C39F5F21-4E07-45ED-972E-2F45962D62AC}.Release|Any CPU.Build.0 = Release|Any CPU
+	EndGlobalSection
+	GlobalSection(SolutionProperties) = preSolution
+		HideSolutionNode = FALSE
+	EndGlobalSection
+	GlobalSection(ExtensibilityGlobals) = postSolution
+		SolutionGuid = {CCFA3561-9AF0-4F5A-81C4-ACA08E7CB8B4}
+	EndGlobalSection
+EndGlobal

apps/it-governance/plugins/ActivityLogs.Plugins/ActivityLogs.Plugins/ActivityLog_Create_SyncTargetStepToReviewAndRequest.cs

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+using System;
+using Microsoft.Xrm.Sdk;
+
+namespace SystemIntake.Plugins
+{
+    public class ActivityLog_Create_SyncTargetStepToReviewAndRequest : IPlugin
+    {
+        private const string ActivityLogEntity = "new_activitylogs";
+
+        // Activity Log fields
+        private const string TargetStepField = "new_process_target_step"; // Choice (global)
+        private const string ReviewLookupField = "new_adminreview";       // Lookup -> cr69a_systemintakeadmin
+        private const string RequestLookupField = "new_systemintake";     // Lookup -> new_systemintake (Request)
+
+        // Review fields
+        private const string ReviewEntity = "cr69a_systemintakeadmin";
+        private const string ReviewStepField = "new_admingovernancetasklist"; // Choice (same global)
+        private const string ReviewReadyForReviewField = "cr69a_readyforreview"; // Two Options (Yes/No)
+
+        // Request fields
+        private const string RequestEntity = "new_systemintake";
+        private const string RequestStepField = "new_admingovernanceprocessstep"; // Choice (same global)
+        private const string RequestReadyForReviewField = "cr69a_readyforreview"; // Two Options (Yes/No)
+
+        private const int PostOperationStage = 40;
+
+        //TODO: Consider shared PluginTracing helper to standardize Start/End/Exception tracing across plugins.
+        //Keep it in same assembly initially to avoid dependency deployment complexity.
+
+        public void Execute(IServiceProvider serviceProvider)
+        {
+            var tracing = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
+            var context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
+
+            if (context == null)
+            {
+                tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: context is null. Exiting.");
+                return;
+            }
+
+            tracing?.Trace(
+                "ActivityLog_Create_SyncTargetStepToReviewAndRequest: Start. Message={0}, PrimaryEntity={1}, Stage={2}, Mode={3}, Depth={4}, UserId={5}, InitiatingUserId={6}, CorrelationId={7}, OperationId={8}",
+                context.MessageName,
+                context.PrimaryEntityName,
+                context.Stage,
+                context.Mode,
+                context.Depth,
+                context.UserId,
+                context.InitiatingUserId,
+                context.CorrelationId,
+                context.OperationId
+            );
+
+            try
+            {
+                if (!string.Equals(context.PrimaryEntityName, ActivityLogEntity, StringComparison.OrdinalIgnoreCase))
+                {
+                    tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: Not target entity ({0}). Exiting.", ActivityLogEntity);
+                    return;
+                }
+
+                if (!string.Equals(context.MessageName, "Create", StringComparison.OrdinalIgnoreCase))
+                {
+                    tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: Not Create message. Exiting.");
+                    return;
+                }
+
+                // PostOperation only
+                if (context.Stage != PostOperationStage)
+                {
+                    tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: Not PostOperation (Stage {0}). Exiting.", PostOperationStage);
+                    return;
+                }
+
+                object targetObj;
+                if (!context.InputParameters.TryGetValue("Target", out targetObj))
+                {
+                    tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: Missing Target in InputParameters. Exiting.");
+                    return;
+                }
+
+                var target = targetObj as Entity;
+                if (target == null)
+                {
+                    tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: Target is not an Entity. Exiting.");
+                    return;
+                }
+
+                tracing?.Trace(
+                    "ActivityLog_Create_SyncTargetStepToReviewAndRequest: Target received. LogicalName={0}, Id={1}",
+                    target.LogicalName,
+                    target.Id
+                );
+
+                var reviewRef = target.GetAttributeValue<EntityReference>(ReviewLookupField);
+                var requestRef = target.GetAttributeValue<EntityReference>(RequestLookupField);
+
+                // Step is optional now (we still want to clear Ready for Review even if step isn't set)
+                var step = target.GetAttributeValue<OptionSetValue>(TargetStepField);
+
+                tracing?.Trace(
+                    "ActivityLog_Create_SyncTargetStepToReviewAndRequest: Parsed fields. ReviewRef={0}, RequestRef={1}, Step={2}",
+                    reviewRef != null ? $"{reviewRef.LogicalName}:{reviewRef.Id}" : "(null)",
+                    requestRef != null ? $"{requestRef.LogicalName}:{requestRef.Id}" : "(null)",
+                    step != null ? step.Value.ToString() : "(null)"
+                );
+
+                var serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
+                var service = serviceFactory.CreateOrganizationService(context.UserId);
+
+                // Update Review (if present)
+                if (reviewRef != null)
+                {
+                    tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: Updating Review {0}:{1}", reviewRef.LogicalName, reviewRef.Id);
+
+                    var reviewUpdate = new Entity(ReviewEntity, reviewRef.Id);
+
+                    // Sync step only if provided on the log
+                    if (step != null)
+                    {
+                        reviewUpdate[ReviewStepField] = new OptionSetValue(step.Value);
+                        tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: Review step set to {0}", step.Value);
+                    }
+                    else
+                    {
+                        tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: Review step not provided; leaving step unchanged.");
+                    }
+
+                    // Always set Ready for Review = false when an Activity Log is created
+                    reviewUpdate[ReviewReadyForReviewField] = false;
+                    tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: Review ReadyForReview set to false.");
+
+                    service.Update(reviewUpdate);
+                    tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: Review update succeeded.");
+                }
+                else
+                {
+                    tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: Review lookup not present; skipping Review update.");
+                }
+
+                // Update Request (if present)
+                if (requestRef != null)
+                {
+                    tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: Updating Request {0}:{1}", requestRef.LogicalName, requestRef.Id);
+
+                    var requestUpdate = new Entity(RequestEntity, requestRef.Id);
+
+                    // Sync step only if provided on the log
+                    if (step != null)
+                    {
+                        requestUpdate[RequestStepField] = new OptionSetValue(step.Value);
+                        tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: Request step set to {0}", step.Value);
+                    }
+                    else
+                    {
+                        tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: Request step not provided; leaving step unchanged.");
+                    }
+
+                    // Always set Ready for Review = false when an Activity Log is created
+                    requestUpdate[RequestReadyForReviewField] = false;
+                    tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: Request ReadyForReview set to false.");
+
+                    service.Update(requestUpdate);
+                    tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: Request update succeeded.");
+                }
+                else
+                {
+                    tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: Request lookup not present; skipping Request update.");
+                }
+            }
+            catch (Exception ex)
+            {
+                tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: Exception: {0}", ex);
+                throw;
+            }
+            finally
+            {
+                tracing?.Trace("ActivityLog_Create_SyncTargetStepToReviewAndRequest: End.");
+            }
+        }
+    }
+}

apps/it-governance/plugins/ActivityLogs.Plugins/ActivityLogs.Plugins/ActivityLog_Create_ValidateTargetStepNotCurrent.cs

@@ -0,0 +1,152 @@
+using System;
+using Microsoft.Xrm.Sdk;
+using Microsoft.Xrm.Sdk.Query;
+
+namespace SystemIntake.Plugins
+{
+    public class ActivityLog_Create_ValidateTargetStepNotCurrent : IPlugin
+    {
+        private const string ActivityLogEntity = "new_activitylogs";
+        private const int PreOperationStage = 20;
+
+        // Activity Log fields
+        private const string TargetStepField = "new_process_target_step"; // Choice (global)
+        private const string ReviewLookupField = "new_adminreview";       // Lookup -> cr69a_systemintakeadmin
+
+        // Review fields
+        private const string ReviewEntity = "cr69a_systemintakeadmin";
+        private const string ReviewStepField = "new_admingovernancetasklist"; // Choice (same global)
+
+        public void Execute(IServiceProvider serviceProvider)
+        {
+            var tracing = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
+            var context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
+
+            if (context == null)
+            {
+                tracing?.Trace("ActivityLog_Create_ValidateTargetStepNotCurrent: context is null. Exiting.");
+                return;
+            }
+
+            tracing?.Trace(
+                "ActivityLog_Create_ValidateTargetStepNotCurrent: Start. Message={0}, PrimaryEntity={1}, Stage={2}, Mode={3}, Depth={4}, UserId={5}, InitiatingUserId={6}, CorrelationId={7}, OperationId={8}",
+                context.MessageName,
+                context.PrimaryEntityName,
+                context.Stage,
+                context.Mode,
+                context.Depth,
+                context.UserId,
+                context.InitiatingUserId,
+                context.CorrelationId,
+                context.OperationId
+            );
+
+            try
+            {
+                if (!string.Equals(context.PrimaryEntityName, ActivityLogEntity, StringComparison.OrdinalIgnoreCase))
+                {
+                    tracing?.Trace("ActivityLog_Create_ValidateTargetStepNotCurrent: Not target entity ({0}). Exiting.", ActivityLogEntity);
+                    return;
+                }
+
+                if (!string.Equals(context.MessageName, "Create", StringComparison.OrdinalIgnoreCase))
+                {
+                    tracing?.Trace("ActivityLog_Create_ValidateTargetStepNotCurrent: Not Create message. Exiting.");
+                    return;
+                }
+
+                // PreOperation only
+                if (context.Stage != PreOperationStage)
+                {
+                    tracing?.Trace("ActivityLog_Create_ValidateTargetStepNotCurrent: Not PreOperation (Stage {0}). Exiting.", PreOperationStage);
+                    return;
+                }
+
+                object targetObj;
+                if (!context.InputParameters.TryGetValue("Target", out targetObj))
+                {
+                    tracing?.Trace("ActivityLog_Create_ValidateTargetStepNotCurrent: Missing Target in InputParameters. Exiting.");
+                    return;
+                }
+
+                var target = targetObj as Entity;
+                if (target == null)
+                {
+                    tracing?.Trace("ActivityLog_Create_ValidateTargetStepNotCurrent: Target is not an Entity. Exiting.");
+                    return;
+                }
+
+                tracing?.Trace(
+                    "ActivityLog_Create_ValidateTargetStepNotCurrent: Target received. LogicalName={0}, Id={1}",
+                    target.LogicalName,
+                    target.Id
+                );
+
+                var step = target.GetAttributeValue<OptionSetValue>(TargetStepField);
+                if (step == null)
+                {
+                    tracing?.Trace("ActivityLog_Create_ValidateTargetStepNotCurrent: No step provided ({0}); nothing to validate. Exiting.", TargetStepField);
+                    return;
+                }
+
+                var reviewRef = target.GetAttributeValue<EntityReference>(ReviewLookupField);
+                if (reviewRef == null)
+                {
+                    tracing?.Trace("ActivityLog_Create_ValidateTargetStepNotCurrent: No review reference provided ({0}); nothing to validate. Exiting.", ReviewLookupField);
+                    return;
+                }
+
+                tracing?.Trace(
+                    "ActivityLog_Create_ValidateTargetStepNotCurrent: Validating step. ProposedStep={0}, ReviewRef={1}:{2}",
+                    step.Value,
+                    reviewRef.LogicalName,
+                    reviewRef.Id
+                );
+
+                var serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
+                var service = serviceFactory.CreateOrganizationService(context.UserId);
+
+                tracing?.Trace(
+                    "ActivityLog_Create_ValidateTargetStepNotCurrent: Retrieving Review {0}:{1} (Column={2})",
+                    ReviewEntity,
+                    reviewRef.Id,
+                    ReviewStepField
+                );
+
+                var review = service.Retrieve(ReviewEntity, reviewRef.Id, new ColumnSet(ReviewStepField));
+                var current = review.GetAttributeValue<OptionSetValue>(ReviewStepField);
+
+                tracing?.Trace(
+                    "ActivityLog_Create_ValidateTargetStepNotCurrent: CurrentStep={0}, ProposedStep={1}",
+                    current != null ? current.Value.ToString() : "(null)",
+                    step.Value
+                );
+
+                if (current != null && current.Value == step.Value)
+                {
+                    tracing?.Trace("ActivityLog_Create_ValidateTargetStepNotCurrent: Validation failed (proposed step equals current). Throwing InvalidPluginExecutionException.");
+                    throw new InvalidPluginExecutionException(
+                        "That step is already the current step. Please choose a different target step."
+                    );
+                }
+
+                tracing?.Trace("ActivityLog_Create_ValidateTargetStepNotCurrent: Validation passed.");
+            }
+            catch (InvalidPluginExecutionException)
+            {
+                // Expected validation failure path
+                tracing?.Trace("ActivityLog_Create_ValidateTargetStepNotCurrent: InvalidPluginExecutionException thrown (validation).");
+                throw;
+            }
+            catch (Exception ex)
+            {
+                tracing?.Trace("ActivityLog_Create_ValidateTargetStepNotCurrent: Unexpected exception: {0}", ex);
+                throw;
+            }
+            finally
+            {
+                tracing?.Trace("ActivityLog_Create_ValidateTargetStepNotCurrent: End.");
+            }
+        }
+    }
+}