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business rules/logic
Sunday, June 3, 2012PrintSubscribe
Static Text with SQL Business Rules

The “Static” text mode property example copies the Unit Price from the selected product into the order detail, such as in the form below.

New Order Details screen with Unit Price copied from the Product.

Use SQL Business Rules if you need to perform calculations when copying the data.

Let’s apply a 15% premium on the Unit Price for every order detail.

First, we need to clear the Copy instructions. Start the Project Designer. In the Project Explorer, switch to the Controllers tab. Double-click on OrderDetails / Fields / ProductID field node.

ProductID field of OrderDetails controller in the Project Explorer.

Clear the following property:

Property New Value
Copy N/A

Press OK to save the field. In the Project Explorer, double-click on OrderDetails / Fields / UnitPrice field node.

UnitPrice field of OrderDetails controller in the Project Explorer.

Change the following properties:

Property New Value
The value of this field is calculated by a business rule expression. True
Context Fields ProductID

Press OK to save the field.

Next, let’s create the business rule to calculate the Unit Price. Right-click on OrderDetails / Business Rules node, and click on New Business Rule.

New Business Rule for OrderDetails controller in Project Explorer.

Use the following properties:

Property Value
Command Name Calculate
Type SQL
Phase Execute
Script
select @UnitPrice = UnitPrice * 1.15
from Products
where ProductID = @ProductID

Press OK to save the business rule. On the tool bar, press Browse to generate the application.

Navigate to the Order Details page, and create a new record. Select a product, and you will notice that the Unit Price has been marked up by 15%.

New Order Details screen with Unit Price calculated as 115% of Product UnitPrice.

Friday, June 1, 2012PrintSubscribe
Configure a Static Text Box

In some situations, it may not be wise to allow the user to change certain fields, even though they are updatable. For example, when creating an order detail in a Northwind web application, the Unit Price should be copied from the selected Product. Users should not be allowed to alter the Unit Price.

Order Details create form in Code On Time web application.

If you mark the field as read-only, then it will not be written to the database when the record is saved. Change the Text Mode property of the field to “Static” if you don’t want the users to edit the value but still want the field value saved to the database.

Start the Project Designer. Double-click on Customers / Order Details / container1 / view1 / createForm1 / c1 – New Order Details / UnitPrice data field node.

UnitPrice data field in createForm1 on OrderDetails page of Project Explorer.

Change the following property:

Property New Value
Text Mode Static

Press OK to save the data field. Next, we’ll need to copy the Unit Price from Products to Order Details.

In the Project Explorer, double-click on Customers / Order Details / container1 / view1 / createForm1 / c1 – New Order Details / ProductID / ProductID field node.

ProductID field from the Order Details controller in Project Explorer.

Make the following change:

Property New Value
Copy UnitPrice=UnitPrice

Press OK to save the field. On the tool bar, press Browse.

When the web application opens in the browser, navigate to Order Details page and create a new record. The Unit Price data field is no longer editable by the end user.

Unit Price field on New Order Details form is not editable.

Select a Product using the Product Name lookup. The Unit Price will be copied over into the order detail.

When Product is selected on New Order Details form, the Unit Price is copied over.

Friday, May 18, 2012PrintSubscribe
Assigning an Email Address in Business Rules

The examples of simple and conditional email business rules are explicitly defining the sender and recipient of notifications.

The sender is specified in the From parameter of the email business rule script. The recipients are specified in the To parameter.

From: "Sales Admin" <YOUR_EMAIL_ADDRESS@gmail.com>
To: RECEIPIENT@northwind.com
Subject: Price of "{ProductName}" has been changed
. . . . .

Most real-world web applications will use the same email address as the “From” parameter. This email address is also known as system administrator.

Multi-tenant web applications may require a different system administrator for each tenant.

There are also instances when an email is sent on behalf of a person associated with the data  that has changed. For example, a notification about a new customer may be sent from a regional sales manager to a subordinate sales representative.

It is not uncommon to have multiple recipients for a single notification.

Referencing “Sender” and “Recipient” Fields

If the sender and recipients of a notification are stored in the fields of the data controller, then the field names can be referenced directly in From and To parameters. The format of the reference is similar to the ProductName in the Subject of notification from the email business rule fragment presented above.

For example, the fragment of the notification can be changed as follows.

From: {SalesManagerEmail}
To: {SalesRepEmail}
Subject: Price of "{ProductName}" has been changed
. . . . .

The example makes an assumption that the data controller views include the data fields with the names SalesManagerEmail and SalesRepEmail.

The actual email addresses may be quite flexible.

The address in the From data field may be stored with or without a display name. The address in the To field follows the same specification. Multiple email addresses can be stored in this field as well. Email business rules will automatically parse and detect multiple addresses and optional display names.

For example, the following list can be stored in the database in the table column SalesRepEmail.

johndoe@acme.com, john.doe@acme.com,
John Doe <john.doe@acme.com>; "Doe, John" <johndoe@acme.com>

The application framework will parse the field value and will send the email to four recipients.

Using SQL Business Rules to Determine Sender and Recipient

Consider the Northwind sample, a line-of-business app of a mail order company.

Suppose that there is a business requirement to notify the sales rep placing an order if this is a repeat purchase by customer.  A personal thank you note must be written to a repeat customer.

Another business requirement is to send a shipping reminder to an employee associated with an order when its shipping date has changed.

Let’s make an assumption that every employee has a user account composed of their first and last names separated with period. The user account andrew.fuller is shown in the screenshot of Membership Manager.

Several user accounts were created with user names composed of the first and last names of employees separated with 'period'

Sending a “Thank You” Note Reminder to Current User

If the data fields with sender and recipients are not available, then you can determine this information with a help of an SQL business rule that makes use of a current user identity.

Create a new SQL business rule in Orders data controller with the following properties.

Property Value
CommandName Insert|Update
Type SQL
Phase After
Script
set @BusinessRules_Whitelist = 'Empty'
if @Arguments_CommandName = 'Insert'
begin 
    -- count the number of orders
    declare @NumberOfOrders int
    select @NumberOfOrders = count(*)
    from Orders where CustomerID = @CustomerID
    -- update the Whitelist if this is the second order
    if @NumberOfOrders = 2 
    begin
        set @BusinessRules_Whitelist = 
            @BusinessRules_Whitelist + ',ThankYouReminder'
        -- find the company name of the "repeat" customer
        select @Session_RepeatCustomer = CompanyName
        from Customers where CustomerID = @CustomerID
        -- find the email address of the current user
        select @Session_EmailAddress = m.Email 
        from aspnet_Membership m 
          inner join aspnet_Users u on m.UserId = u.UserId
        where
            u.UserName = @BusinessRules_UserName
    end
end

The script determines if the current order is the second order placed for the customer by the sales rep.

The parameter named @BusinessRules_UserName is used to find the email address of the current user. The other highlighted parameters are used in the script of the email.

Proceed to create a new Email business rule in the same data controller

Property Value
Command Name Insert
Name ThankYouReminder
Type Email
Phase After
Script
Host: smtp.gmail.com
Port: 587
UserName: YOUR_EMAIL_ADDRESS@gmail.com
Password: PASSWORD
EnableSSL: true

From: "Sales Admin" <YOUR_EMAIL_ADDRESS@gmail.com>
To: {@Session_EmailAddress}
Subject: Customer "{@Session_RepeatCustomer}" placed the second order!

Please send a personal "Thank You" note to the customer.

Northwind,
Administrator

Make sure to change the highlighted STMP account parameters with your values.

The hierarchy of the data controller with two business rules is shown next.

Two business rules are configured to send a 'Thank You' note notification to the current user when the second order is placed for a customer

Generate the app, sign in as andrew.fuller and change the user email address in My Account settings to your own email. Create a new customer and place the first order - there will be no notification. Place a second order for the same customer and a notification will be waiting in your inbox.

'Thank You' note reminder in the Gmail inbox of the sales person

Standard UserEmail Parameter

The SQL business rule can be made shorter thanks to the property UserEmail available in BusinessRules class of the application framework. Remove the code that assigns a value to @Session_EmailAddress and change the email business rule as shown in the next fragment.

. . . . .
To: {@BusinessRules_UserEmail}
Subject: Customer "{@Session_RepeatCustomer}" placed the second order!
. . . . .

The property returns the email address of the current user. The parameter value will be equal to the value of the property.

Sending a Shipping Notification

The partial database schema of Northwind database shows Orders and Employees tables.

A relationship between Orders and Employees in Northwind database

We can easily determine the user name of an employee thanks to our assumption that the user name is composed of a period-separated first name and last name (andrew.fuller, steven.buchanan, etc.)

Let’s send another notification that will go out as soon as an order has a new shipping date. The email will be sent to an employee specified in Orders.EmployeeID field.

Change the SQL business rule script by adding the following condition at the end of the original.

-- send an order shipping notification to the sales rep
if @ShippedDate_Modified = 1 and @ShippedDate_NewValue is not null
begin
    -- find the user name of the sales rep
    declare @SalesRepUserName nvarchar(50)
    select @SalesRepUserName = lower(FirstName) + '.' + lower(LastName)
    from Employees where EmployeeID = @EmployeeID
    -- find the email address of the sales rep
    select @Session_SalesRepEmailAddress = m.Email 
    from aspnet_Membership m 
      inner join aspnet_Users u on m.UserId = u.UserId
    where
        u.UserName = @SalesRepUserName
    -- update the Whitelist to allow notification
    if @Session_SalesRepEmailAddress is not null
    begin
       set @BusinessRules_Whitelist = 
            @BusinessRules_Whitelist + ',ShippingNotification'
       -- prepare a session variable used in the notification
       select @Session_ShipCustomer = CompanyName
       from Customers where CustomerID = @CustomerID
    end
end

The highlighted parameter from SQL script will be referenced in the To parameter of the email notification.

Add another Email business rule with these properties.

Property Value
Command Name Insert|Update
Name ShippingNotification
Type Email
Phase After
Script
Host: smtp.gmail.com
Port: 587
UserName: YOUR_EMAIL_ADDRESS@gmail.com
Password: PASSWORD
EnableSSL: true

From: "Sales Admin" <YOUR_EMAIL_ADDRESS@gmail.com>
To: {@Session_SalesRepEmailAddress}
Subject: Order placed by "{@Session_ShipCustomer}" has shipped

Order placed on {OrderDate,d} by {@Session_ShipCustomer} has shipped on {ShippedDate,dddd, m/d/yyyy}.
The amount of freight is {Freight,c}.

Northwind,
Administrator

Notice the custom data format strings in the field OrderDate, ShippedDate, and Freight.

This is the new hierarchy of Orders data controller.

Data controller 'Orders' with one SQL business rule and two 'named' Email business rules

This is how the shipping notification will look in the Gmail inbox of the sales representative.

The shipping notification in the Gmail inbox of the sales representative.

Carbon Copy and Blind Carbon Copy

If you need to copy additional recipients when sending a notification, then specify parameters Cc and Bcc in the scrip of the email business rules.

Both parameters follow the same format as To parameter.