private static CRPMTimeActivity CreateActivity(ProcessTranscript graph, ContactMaint contMaint,
TransScriptDetail transScriptDetail, CRPMTimeActivity activityData, string meetingText = null)
{
int minsConsumed = 0;
if (string.IsNullOrEmpty(meetingText))
{
activityData.Body = GetTranscriptInfo(transScriptDetail, graph, out minsConsumed);
}
else
{
activityData.Body = meetingText;
}
activityData.TrackTime = true;
activityData.IsBillable = false;
activityData.Summary = transScriptDetail.Title;
activityData.Subject = transScriptDetail.Title;
activityData.TimeSpent = minsConsumed == 0 ? 1 : minsConsumed;
activityData = contMaint.Activities.Update(activityData);
activityData.ProjectID = 0;
activityData = contMaint.Activities.Update(activityData);
contMaint.Persist();
return(activityData);
}
protected virtual void TransferActivities(ContactMaint graph, Contact contact)
{
foreach (CRPMTimeActivity activity in Activities.Select())
{
activity.ContactID = contact.ContactID;
graph.Activities.Update(activity);
}
}
private static string CreateMTActivity(ProcessTranscript graph, ContactMaint contMaint, string emailContact,
TransScriptDetail transScriptDetail)
{
contMaint.Clear();
contMaint.Contact.Current = PXSelect <Contact,
Where <Contact.eMail, Equal <Required <Contact.eMail> > > > .Select(contMaint, emailContact);
var activityData = contMaint.Activities.Insert();
activityData.Type = "MT";
activityData = CreateActivity(graph, contMaint, transScriptDetail, activityData);
return(activityData.Body);
}
protected override void ReverseDocumentUpdate(ContactMaint graph, Contact entity)
{
// need for right update Documents
//Base.Caches<Contact>().SetStatus(entity, PXEntryStatus.Inserted);
var doc = Documents.Current;
Documents.Cache.SetValue <Document.refContactID>(doc, entity.ContactID);
graph.Caches <TMain>().Update(GetMain(doc));
var contact = Contacts.Current ?? Contacts.SelectSingle();
Contacts.Cache.SetValue <DocumentContact.firstName>(contact, entity.FirstName);
Contacts.Cache.SetValue <DocumentContact.lastName>(contact, entity.LastName);
Contacts.Cache.SetValue <DocumentContact.salutation>(contact, entity.Salutation);
Contacts.Cache.SetValue <DocumentContact.phone1>(contact, entity.Phone1);
Contacts.Cache.SetValue <DocumentContact.phone1Type>(contact, entity.Phone1Type);
Contacts.Cache.SetValue <DocumentContact.email>(contact, entity.EMail);
var contactMain = Contacts.Cache.GetMain(contact);
graph.Caches[contactMain.GetType()].Update(contactMain);
}
/// <summary>
/// If external logistic email doesn't exist in Acumatica contact, then create it.
/// </summary>
public static int?CreateSOContact(int?sOCustomeID, MyArray myArray)
{
ContactMaint contactGraph = PXGraph.CreateInstance <ContactMaint>();
Contact origContact = SelectFrom <Contact> .Where <Contact.eMail.IsEqual <@P.AsString>
.And <Contact.bAccountID.IsEqual <@P.AsInt> > > .View.Select(contactGraph, myArray.BillingEmail, sOCustomeID);
if (origContact == null)
{
Contact contact = contactGraph.ContactCurrent.Cache.CreateInstance() as Contact;
contact.ContactType = ContactTypesAttribute.Person;
contact.BAccountID = sOCustomeID;
contact.FirstName = myArray.BillingFirstName;
contact.LastName = myArray.BillingLastName;
contact.EMail = myArray.BillingEmail;
contact.Phone1 = myArray.BillingPhoneNumber;
contactGraph.ContactCurrent.Insert(contact);
Address address = contactGraph.AddressCurrent.Select();
address.AddressLine1 = myArray.BillingAddress;
address.AddressLine2 = myArray.BillingAddress2;
address.City = myArray.BillingCity;
address.CountryID = myArray.BillingCountry;
address.PostalCode = myArray.BillingZipCode;
address.State = myArray.BillingState;
contactGraph.AddressCurrent.Update(address);
contactGraph.Save.Press();
}
return(contactGraph.ContactCurrent.Current?.ContactID ?? origContact.ContactID);
}
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 Contact CreateMaster(ContactMaint graph, ContactConversionOptions _)
{
var entity = Documents.Current;
var param = ContactInfo.Current;
var docContact = Contacts.Current ?? Contacts.SelectSingle();
var docContactMethod = ContactMethod.Current ?? ContactMethod.SelectSingle();
var docAddress = Addresses.Current ?? Addresses.SelectSingle();
Contact contact = new Contact
{
ContactType = ContactTypesAttribute.Person,
ParentBAccountID = entity.ParentBAccountID
};
MapContact(docContact, contact);
MapConsentable(docContact, contact);
contact.FirstName = param.FirstName;
contact.LastName = param.LastName;
contact.Salutation = param.Salutation;
contact.Phone1 = param.Phone1;
contact.Phone1Type = param.Phone1Type;
contact.EMail = param.Email;
contact.ContactType = ContactTypesAttribute.Person;
contact.ParentBAccountID = entity.ParentBAccountID;
contact.BAccountID = entity.BAccountID;
contact.Source = entity.Source;
MapContactMethod(docContactMethod, contact);
var address = (Address)graph.AddressCurrent.Cache.CreateInstance();
address = graph.AddressCurrent.Insert(address);
contact = graph.Contact.Insert(contact);
contact.ClassID = param.ContactClass;
CRContactClass cls = PXSelect <
CRContactClass,
Where <
CRContactClass.classID, Equal <Required <CRContactClass.classID> > > >
.SelectSingleBound(graph, null, contact.ClassID);
if (cls?.DefaultOwner == CRDefaultOwnerAttribute.Source)
{
contact.WorkgroupID = entity.WorkgroupID;
contact.OwnerID = entity.OwnerID;
}
MapAddress(docAddress, address);
address = (Address)graph.AddressCurrent.Cache.Update(address);
contact.DefAddressID = address.AddressID;
contact = graph.Contact.Update(contact);
ReverseDocumentUpdate(graph, contact);
FillRelations(graph.Relations, contact);
FillAttributes(graph.Answers, contact);
TransferActivities(graph, contact);
// Copy Note text and Files references
CRSetup setup = PXSetupOptional <CRSetup> .Select(graph);
PXNoteAttribute.CopyNoteAndFiles(graph.Caches <TMain>(), Documents.Cache.GetMain(entity), graph.Contact.Cache, contact, setup);
return(graph.Contact.Update(contact));
}
public static void ProcessSurvey(List <SurveyContactInfo> contacts)
{
bool erroroccurred = false;
ContactMaint graphNotification = PXGraph.CreateInstance <ContactMaint>();
List <SurveyContactInfo> contactsToProceed = new List <SurveyContactInfo>(contacts);
CaseSurveyHistoryMaint graph = PXGraph.CreateInstance <CaseSurveyHistoryMaint>();
foreach (var rec in contactsToProceed)
{
try
{
//Notification rowNotification = PXSelect<Notification, Where<Notification.notificationID, Equal<Required<Notification.notificationID>>>>.Select(graphNotification, rec.NotificationMapID);
//if (rowNotification == null)
//{
// throw new PXException("Notification Template for Case Survey is not specified.");
//}
//Get From Address from Notification Template if not specified then use default
string sFromEmail = PX.Data.EP.MailAccountManager.GetDefaultEmailAccount().Address;
if (rec.NotificationNFrom.HasValue)
{
PX.SM.EMailAccount EMA = PXSelect <PX.SM.EMailAccount,
Where <PX.SM.EMailAccount.emailAccountID, Equal <Required <PX.SM.EMailAccount.emailAccountID> > > > .Select(graphNotification, rec.NotificationNFrom);
if (EMA != null)
{
sFromEmail = EMA.Address;
}
}
if (String.IsNullOrEmpty(sFromEmail))
{
throw new PXException("E-mail account is not setup to send Surveys.");
}
if (!String.IsNullOrEmpty(rec.EMail))
{
AddEmailActivity(rec);
//Update Case Survey History
CaseSurveyHistory newCaseHistory = new CaseSurveyHistory();
newCaseHistory.ContactID = rec.ContactID;
newCaseHistory.OwnerID = rec.CaseOwnerID;
graph.CaseSurveyHistoryRecord.Insert(newCaseHistory);
graph.Actions.PressSave();
PXProcessing <SurveyContactInfo> .SetInfo(contacts.IndexOf(rec),
String.Format("Survey has been sent to {0}", rec.EMail));
}
else
{
erroroccurred = true;
PXProcessing <SurveyContactInfo> .SetError(contacts.IndexOf(rec),
String.Format("E-mail address is not specified."));
}
}
catch (Exception e)
{
erroroccurred = true;
PXProcessing <SurveyContactInfo> .SetError(contacts.IndexOf(rec), e);
}
}
if (erroroccurred)
{
throw new PXException("At least one Survey hasn't been processed.");
}
}