Fetch XML and Javascript

I had a requirement to show the financial summary of the customers.

I tried different options and ended up using Javascript.

I created an new button in the ribbon and then called the javascript to update the values using fetchxml.
Call the "GetOverview" function in the ssb_contact_links.js file.

Upload the below Javascript as webresources and then link these libraries to the form so that we can call those functions.

// JScript source code

//===============================================================================================

//ssb_FetchXmlLib.js

var XMLHTTPSUCCESS = 200;

var XMLHTTPREADY = 4;

function FetchUtil(sOrg, sServer) {

    this.org = sOrg;

    this.server = sServer;

    if (sOrg == null) {

        if (typeof (ORG_UNIQUE_NAME) != "undefined") {

            this.org = ORG_UNIQUE_NAME;

        }

    }

    if (sServer == null) {

        this.server = window.location.protocol + "//" + window.location.host;

    }

}

FetchUtil.prototype._ExecuteRequest = function (sXml, sMessage, fInternalCallback, fUserCallback) {

    var xmlhttp = new XMLHttpRequest();

    xmlhttp.open("POST", this.server + "/XRMServices/2011/Organization.svc/web", (fUserCallback != null));

    xmlhttp.setRequestHeader("Accept", "application/xml, text/xml, */*");

    xmlhttp.setRequestHeader("Content-Type", "text/xml; charset=utf-8");

    xmlhttp.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/Execute");

    if (fUserCallback != null) {

        //asynchronous: register callback function, then send the request.

        var crmServiceObject = this;

        xmlhttp.onreadystatechange = function () {

            fInternalCallback.call(crmServiceObject, xmlhttp, fUserCallback)

        };

        xmlhttp.send(sXml);

    } else {

        //synchronous: send request, then call the callback function directly

        xmlhttp.send(sXml);

        return fInternalCallback.call(this, xmlhttp, null);

    }

}

FetchUtil.prototype._HandleErrors = function (xmlhttp) {

    /// <summary>(private) Handles xmlhttp errors</summary>

    if (xmlhttp.status != XMLHTTPSUCCESS) {

        var sError = "Error: " + xmlhttp.responseText + " " + xmlhttp.statusText;

        alert(sError);

        return true;

    } else {

        return false;

    }

}

FetchUtil.prototype.Fetch = function (sFetchXml, fCallback) {

    /// <summary>Execute a FetchXml request. (result is the response XML)</summary>

    /// <param name="sFetchXml">fetchxml string</param>

    /// <param name="fCallback" optional="true" type="function">(Optional) Async callback function if specified. If left null, function is synchronous </param>

    var request = "<s:Envelope xmlns:s=\"http://schemas.xmlsoap.org/soap/envelope/\">";

    request += "<s:Body>";

    request += '<Execute xmlns="http://schemas.microsoft.com/xrm/2011/Contracts/Services">' + '<request i:type="b:RetrieveMultipleRequest" ' + ' xmlns:b="http://schemas.microsoft.com/xrm/2011/Contracts" ' + ' xmlns:i="http://www.w3.org/2001/XMLSchema-instance">' + '<b:Parameters xmlns:c="http://schemas.datacontract.org/2004/07/System.Collections.Generic">' + '<b:KeyValuePairOfstringanyType>' + '<c:key>Query</c:key>' + '<c:value i:type="b:FetchExpression">' + '<b:Query>';

    request += CrmEncodeDecode.CrmXmlEncode(sFetchXml);

    request += '</b:Query>' + '</c:value>' + '</b:KeyValuePairOfstringanyType>' + '</b:Parameters>' + '<b:RequestId i:nil="true"/>' + '<b:RequestName>RetrieveMultiple</b:RequestName>' + '</request>' + '</Execute>';

    request += '</s:Body></s:Envelope>';

    return this._ExecuteRequest(request, "Fetch", this._FetchCallback, fCallback);

}

FetchUtil.prototype._FetchCallback = function (xmlhttp, callback) {

    ///<summary>(private) Fetch message callback.</summary>

    //xmlhttp must be completed

    if (xmlhttp.readyState != XMLHTTPREADY) {

        return;

    }

    //check for server errors

    if (this._HandleErrors(xmlhttp)) {

        return;

    }

    var sFetchResult = xmlhttp.responseXML.selectSingleNode("//a:Entities").xml;

    var resultDoc = new ActiveXObject("Microsoft.XMLDOM");

    resultDoc.async = false;

    resultDoc.loadXML(sFetchResult);

    //parse result xml into array of jsDynamicEntity objects

    var results = new Array(resultDoc.firstChild.childNodes.length);

    for (var i = 0; i < resultDoc.firstChild.childNodes.length; i++) {

        var oResultNode = resultDoc.firstChild.childNodes[i];

        var jDE = new jsDynamicEntity();

        var obj = new Object();

        for (var j = 0; j < oResultNode.childNodes.length; j++) {

            switch (oResultNode.childNodes[j].baseName) {

                case "Attributes":

                    var attr = oResultNode.childNodes[j];

                    for (var k = 0; k < attr.childNodes.length; k++) {

                        // Establish the Key for the Attribute

                        var sKey = attr.childNodes[k].firstChild.text;

                        var sType = "";

                        // Determine the Type of Attribute value we should expect

                        for (var l = 0; l < attr.childNodes[k].childNodes[1].attributes.length; l++) {

                            if (attr.childNodes[k].childNodes[1].attributes[l].baseName == 'type') {

                                sType = attr.childNodes[k].childNodes[1].attributes[l].text;

                            }

                        }

                        switch (sType) {

                            case "a:OptionSetValue":

                                var entOSV = new jsOptionSetValue();

                                entOSV.type = sType;

                                entOSV.value = attr.childNodes[k].childNodes[1].text;

                                obj[sKey] = entOSV;

                                break;

                            case "a:EntityReference":

                                var entRef = new jsEntityReference();

                                entRef.type = sType;

                                entRef.guid = attr.childNodes[k].childNodes[1].childNodes[0].text;

                                entRef.logicalName = attr.childNodes[k].childNodes[1].childNodes[1].text;

                                entRef.name = attr.childNodes[k].childNodes[1].childNodes[2].text;

                                obj[sKey] = entRef;

                                break;

                            case "a:AliasedValue":

                                var entAV = new jsAliasedValue();

                                //entAV.type = sType;

                                entAV.name = attr.childNodes[k].childNodes[1].childNodes[0].text;

                                entAV.logicalName = attr.childNodes[k].childNodes[1].childNodes[1].text;

                                entAV.value = attr.childNodes[k].childNodes[1].childNodes[2].text;

                                obj[sKey] = entAV;

                                break;

                            default:

                                var entCV = new jsCrmValue();

                                entCV.type = sType;

                                entCV.value = attr.childNodes[k].childNodes[1].text;

                                obj[sKey] = entCV;

                                break;

                        }

                    }

                    jDE.attributes = obj;

                    break;

                case "Id":

                    jDE.guid = oResultNode.childNodes[j].text;

                    break;

                case "LogicalName":

                    jDE.logicalName = oResultNode.childNodes[j].text;

                    break;

                case "FormattedValues":

                    var foVal = oResultNode.childNodes[j];

                    for (var k = 0; k < foVal.childNodes.length; k++) {

                        // Establish the Key, we are going to fill in the formatted value of the already found attribute

                        var sKey = foVal.childNodes[k].firstChild.text;

                        jDE.attributes[sKey].formattedValue = foVal.childNodes[k].childNodes[1].text;

                    }

                    break;

            }

        }

        results[i] = jDE;

    }

    //return entities

    if (callback != null) callback(results);

    else return results;

}

function jsAliasedValue(sLogicalName, sName, sValue, sFormattedValue) {

    this.value = sValue;

    this.logicalName = sLogicalName;

    this.name = sName;

    this.type = 'AliasedValue';

    this.formattedValue = sFormattedValue;

}

function jsDynamicEntity(gID, sLogicalName) {

    this.guid = gID;

    this.logicalName = sLogicalName;

    this.attributes = new Object();

}

function jsCrmValue(sType, sValue) {

    this.type = sType;

    this.value = sValue;

}

function jsEntityReference(gID, sLogicalName, sName) {

    this.guid = gID;

    this.logicalName = sLogicalName;

    this.name = sName;

    this.type = 'EntityReference';

}

function jsOptionSetValue(iValue, sFormattedValue) {

    this.value = iValue;

    this.formattedValue = sFormattedValue;

    this.type = 'OptionSetValue';

}

//===============================================================================================

//ssb_fetchXml.js

// JScript source code

function fetchOnLoadSync() {

    var _oService;

    var _sOrgName = "OrgName";

    var _sServerUrl = Xrm.Page.context.getServerUrl();

    // Get the ID of the Customer

    var sCustGUID = Xrm.Page.data.entity.getId();

    var entityName = Xrm.Page.data.entity.getEntityName();

    var linkEntity = "";

    if (entityName == "contact") linkEntity = "ssb_contact";

    if (entityName == "account") linkEntity = "ssb_account";

    var msg = "";

    msg += "Logical Entity Name = " + entityName + "\n";

    msg += "Guid of the current record = " + sCustGUID + "\n";

    msg += "Link Entity Name = " + linkEntity + "\n";

    //alert(sCustGUID);

    var sFetch =    "<fetch version='1.0' mapping='logical' distinct='false' aggregate='true'>"+

                      "<entity name='ssb_stock'>"+

                        "<attribute name='ssb_market_value' aggregate='SUM' alias='sum_market_value'/>" +

                        "<attribute name='ssb_cost_value' aggregate='SUM' alias='sum_cost_value'/>" +

                        "<attribute name='ssb_stock_name' aggregate='count' alias='count_of_stock'/>" +

                        "<filter>"+

                          "<condition attribute='" + linkEntity + "' operator='eq' value='"+ sCustGUID + "' />"+

                        "</filter>"+

                      "</entity>"+

                    "</fetch>";

    _oService = new FetchUtil(_sOrgName, _sServerUrl);

    var res = _oService.Fetch(sFetch);

    //for (x in res) {

    // for (y in res[x]) {

            //alert("Type = " + res[0].attributes["sum_market_value"].type);

           // alert("Value = " + res[0].attributes["sum_market_value"].value);

            //alert("Formatted Value = " + res[0].attributes["sum_market_value"].formattedValue);

         //   alert(res[x].attributes[y].value);

     //   }

    // }

    msg += "Type = " + res[0].attributes["sum_market_value"].type + "\n";

    msg += "Market Value = " + res[0].attributes["sum_market_value"].value + "\n";

    msg += "Market Value Formatted = " + res[0].attributes["sum_market_value"].formattedValue;

    msg += "Cost Value = " + res[0].attributes["sum_cost_value"].value + "\n";

    msg += "Cost Value Formatted = " + res[0].attributes["sum_cost_value"].formattedValue;

    msg += "Count of Records = " + res[0].attributes["count_of_stock"].value + "\n";

    //alert(msg);

   return (res[0].attributes["sum_market_value"].value );

}

//=======================================================================

//ssb_contact_links.js

function GetOverview()

{

//<script src="ssb_FetchXml.js"></script>

//alert("Overview Start");

//var fetch: ScriptName;

//fetch = this.GetComponent("ssb_FetchXml");

//alert (Xrm.Page.getAttribute("ssb_sum_of_stocks").getValue());

var marketValue =Number( fetchOnLoadSync());

//alert (marketValue )

Xrm.Page.getAttribute("ssb_sum_of_stocks").setValue(marketValue);

var idag = new Date();

//alert (idag);

Xrm.Page.getAttribute("ssb_overview_updated_date").setValue(idag);

//alert("Overview Refreshed");

Xrm.Page.data.entity.save();

}