protected virtual void TransferActivities(BusinessAccountMaint graph, BAccount account)
{
foreach (CRPMTimeActivity activity in Activities.Select())
{
activity.BAccountID = account.BAccountID;
graph.Activities.Update(activity);
}
}
protected override void ReverseDocumentUpdate(BusinessAccountMaint graph, BAccount entity)
{
var document = Documents.Current;
Documents.Cache.SetValue <Document.bAccountID>(document, entity.BAccountID);
Documents.Cache.SetValue <Document.locationID>(document, entity.DefLocationID);
graph.Caches <TMain>().Update(GetMain(document));
}
protected void Page_Load(object sender, EventArgs e)
{
ContactMaint graph = PXGraph.CreateInstance <ContactMaint>();
var search_phone = Request.QueryString["phone"];
var default_callID = Request.QueryString["cid"];
BusinessAccountMaint baccount_graph = PXGraph.CreateInstance <BusinessAccountMaint>();
Int32?contactId = null;
Guid? contactGuid = null;
var contacts = PXSelect <Contact,
Where <Contact.phone1,
Equal <Required <Contact.phone1> >,
Or <Contact.phone2,
Equal <Required <Contact.phone2> >,
Or <Contact.phone3,
Equal <Required <Contact.phone3> > > > > > .Select(graph, search_phone, search_phone, search_phone);
// For now, just grab the first result
if (contacts.Count() > 0)
{
var contact = ((Contact)contacts.First());
contactName = contact.DisplayName;
var customers = PXSelect <BAccount,
Where <BAccount.bAccountID,
Equal <Required <Contact.bAccountID> > > > .Select(graph, contact.BAccountID);
// There should only be one bAccount that matches
if (customers.Count() > 0)
{
accountCD = ((BAccount)customers.First()).AcctCD;
}
contactId = contact.ContactID;
contactGuid = contact.NoteID;
}
else
{
var contact = new Contact();
contact.LastName = default_callID;
contact.Phone1 = search_phone;
contact = graph.Contact.Insert(contact);
//graph.Contact.Cache.Persist(PXDBOperation.Insert);
graph.Save.Press();
contactName = default_callID;
contactId = graph.Contact.Current.ContactID;
contactGuid = graph.Contact.Current.NoteID;
}
// Save an audit record of the phone call
var audit_graph = PXGraph.CreateInstance <PhoneAudit>();
var audit = new PhoneCallerAudit();
audit.PhoneNubmer = search_phone;
audit.CallerID = contactName;
audit.ContactID = contactId;
audit_graph.Audit.Insert(audit);
audit_graph.Save.Press();
CRActivityMaint activity_graph = PXGraph.CreateInstance <CRActivityMaint>();
CRActivity activity = new CRActivity();
activity = activity_graph.Activities.Insert(activity);
activity.Type = "P";
activity.Subject = "Inbound Call";
activity.OwnerID = new Guid("B5344897-037E-4D58-B5C3-1BDFD0F47BF9");
activity.ContactID = contactId;
activity.RefNoteID = contactGuid;
activity_graph.Activities.Update(activity);
activity_graph.Save.Press();
var json = string.Format("{{\"baccount\": \"{0}\", \"contact\": \"{1}\"}}", accountCD, contactName);
Response.Clear();
Response.ContentType = "application/json; charset=utf-8";
Response.Write(json);
Response.End();
}
protected override BAccount CreateMaster(BusinessAccountMaint graph, AccountConversionOptions config)
{
var param = AccountInfo.Current;
var document = Documents.Current;
var docContact = Contacts.Current ?? Contacts.SelectSingle();
var docAddress = Addresses.Current ?? Addresses.SelectSingle();
object cd = param.BAccountID;
graph.BAccount.Cache.RaiseFieldUpdating <BAccount.acctCD>(null, ref cd);
BAccount account = graph.BAccount.Insert(new BAccount
{
AcctCD = (string)cd,
AcctName = param.AccountName,
Type = BAccountType.ProspectType,
ParentBAccountID = document.ParentBAccountID,
CampaignSourceID = document.CampaignID,
});
account.ClassID = param.AccountClass; // In case of (param.AccountClass == null) constructor fills ClassID with default value, so we have to set this directly.
CRCustomerClass ocls = PXSelect <
CRCustomerClass,
Where <
CRCustomerClass.cRCustomerClassID, Equal <Required <CRCustomerClass.cRCustomerClassID> > > >
.SelectSingleBound(graph, null, account.ClassID);
if (ocls?.DefaultOwner == CRDefaultOwnerAttribute.Source)
{
account.WorkgroupID = document.WorkgroupID;
account.OwnerID = document.OwnerID;
}
account = graph.BAccount.Update(account);
if (param.LinkContactToAccount == true)
{
// in case of opportunity
Contact contact = PXSelect <Contact, Where <Contact.contactID, Equal <Required <CROpportunity.contactID> > > > .Select(graph, document.RefContactID);
if (contact != null)
{
graph.Answers.CopyAttributes(account, contact);
contact.BAccountID = account.BAccountID;
graph.Contacts.Update(contact);
}
}
var defContact = graph.DefContact.SelectSingle()
?? throw new InvalidOperationException("Cannot get Contact for Business Account."); // just to ensure
MapContact(docContact, account, ref defContact);
MapConsentable(docContact, defContact);
defContact = graph.DefContact.Update(defContact);
var defAddress = graph.AddressCurrent.SelectSingle()
?? throw new InvalidOperationException("Cannot get Address for Business Account."); // just to ensure
MapAddress(docAddress, account, ref defAddress);
defAddress = graph.AddressCurrent.Update(defAddress);
CR.Location location = graph.DefLocation.Select();
location.DefAddressID = defAddress.AddressID;
location.CTaxZoneID = document.TaxZoneID; // Saving tax zone before ReverseDocumentUpdate() removes it
graph.DefLocation.Update(location);
ReverseDocumentUpdate(graph, account);
FillRelations(graph.Relations, account);
FillAttributes(graph.Answers, account);
TransferActivities(graph, account);
// Copy Note text and Files references
CRSetup setup = PXSetupOptional <CRSetup> .Select(graph);
PXNoteAttribute.CopyNoteAndFiles(graph.Caches <TMain>(), GetMain(document), graph.CurrentBAccount.Cache, account, setup);
return(account);
}
public static bool CreateBusAccount(BusAccount record)
{
if (ValidateData(record))
{
try
{
BusinessAccountMaint accountMaint = PXGraph.CreateInstance <BusinessAccountMaint>();
BAccount account = new BAccount
{
AcctCD = record.CompanyName,
AcctName = record.CompanyName,
Type = "PR",
};
account = accountMaint.BAccount.Insert(account);
Contact defContact = PXCache <Contact> .CreateCopy(PXSelectBase <Contact, PXSelect <Contact, Where <Contact.contactID, Equal <Current <BAccount.defContactID> > > > .Config> .SelectSingleBound(accountMaint, new object[]
{
account
}, Array.Empty <object>()));
Guid?defContactNoteID = defContact.NoteID;
defContact.ContactType = "AR";
defContact.FullName = record.CompanyName;
defContact.ContactID = account.DefContactID;
defContact.BAccountID = account.BAccountID;
defContact.DuplicateStatus = "NV";
defContact.DuplicateFound = new bool?(false);
defContact.WorkgroupID = null;
defContact.OwnerID = null;
defContact.ClassID = null;
defContact.EMail = record.Email;
defContact.FirstName = record.FirstName;
defContact.LastName = record.LastName;
defContact.Phone1 = record.Phone;
defContact.NoteID = defContactNoteID;
defContact = accountMaint.DefContact.Update(defContact);
Address defAddress = PXSelectBase <Address, PXSelect <Address, Where <Address.addressID, Equal <Required <Contact.defAddressID> > > > .Config> .Select(accountMaint, new object[]
{
account.DefAddressID
});
if (defAddress == null)
{
return(false);
}
defAddress.AddressLine1 = record.BillingAddressLine1;
defAddress.AddressLine2 = record.BillingAddressLine2;
defAddress.City = record.BillingCity;
defAddress.CountryID = record.BillingCountry;
defAddress.State = record.BillingState;
defAddress.PostalCode = record.BillingZip;
accountMaint.AddressCurrent.Cache.Clear();
defAddress = accountMaint.AddressCurrent.Update(defAddress);
account.DefAddressID = defAddress.AddressID;
accountMaint.BAccount.Update(account);
accountMaint.Save.Press();
return(true);
}
catch (Exception exc)
{
PXTrace.WriteError(exc);
}
}
return(false);
}
