Beispiel #1
0
        public ActionResult Create(CRMContact cRMContact)
        {
            if (ModelState.IsValid)
            {
                cRMContact.CreatedByUserId = WebUser.Id;

                _crmContactRepository.Create(cRMContact);
                _unitOfWork.Commit();

                return(RedirectToAction("Index"));
            }

            return(View(cRMContact));
        }
Beispiel #2
0
        public ActionResult Update(CRMContactModel cRMContact)
        {
            ApiResult <CRMContact> apiResult;

            if (ModelState.IsValid)
            {
                if (cRMContact.Id > 0)
                {
                    apiResult = TryExecute(() =>
                    {
                        var person = _personRepository.GetBy(l => l.Id == cRMContact.PersonId);
                        if (person != null)
                        {
                            person.Id                   = cRMContact.PersonId;
                            person.FirstName            = cRMContact.FirstName;
                            person.LastName             = cRMContact.LastName;
                            person.Gender               = cRMContact.Gender;
                            person.Email                = cRMContact.Email;
                            person.Organization         = cRMContact.Organization;
                            person.Designation          = cRMContact.Designation;
                            person.PhoneNo              = cRMContact.PhoneNo;
                            person.SecondaryEmail       = cRMContact.SecondaryEmail;
                            person.OfficePhone          = cRMContact.OfficePhone;
                            person.Website              = cRMContact.Website;
                            person.Skype                = cRMContact.Skype;
                            person.Facebook             = cRMContact.Facebook;
                            person.Twitter              = cRMContact.Twitter;
                            person.GooglePlus           = cRMContact.GooglePlus;
                            person.LinkedIn             = cRMContact.LinkedIn;
                            person.City                 = cRMContact.City;
                            person.Country              = cRMContact.Country;
                            person.Address              = cRMContact.Address;
                            person.CommunicationAddress = cRMContact.CommunicationAddress;
                            person.DateOfBirth          = cRMContact.DateOfBirth;
                            _personRepository.Update(person);
                            _unitOfWork.Commit();
                        }


                        var selectedContact = _crmContactRepository.GetBy(l => l.Id == cRMContact.Id);
                        if (selectedContact != null)
                        {
                            selectedContact.ParentAccountId = cRMContact.ParentAccountId;
                            selectedContact.Expertise       = cRMContact.Expertise;
                            selectedContact.Comments        = cRMContact.Comments;
                            selectedContact.UpdatedByUserId = WebUser.Id;

                            _crmContactRepository.Update(selectedContact);
                            _unitOfWork.Commit();
                        }
                        return(selectedContact);
                    }, "Contact updated sucessfully");
                }
                else
                {
                    apiResult = TryExecute(() =>
                    {
                        var newPerson = new Person
                        {
                            FirstName            = cRMContact.FirstName,
                            LastName             = cRMContact.LastName,
                            Gender               = cRMContact.Gender,
                            Email                = cRMContact.Email,
                            Organization         = cRMContact.Organization,
                            Designation          = cRMContact.Designation,
                            PhoneNo              = cRMContact.PhoneNo,
                            SecondaryEmail       = cRMContact.SecondaryEmail,
                            OfficePhone          = cRMContact.OfficePhone,
                            Website              = cRMContact.Website,
                            Skype                = cRMContact.Skype,
                            Facebook             = cRMContact.Facebook,
                            Twitter              = cRMContact.Twitter,
                            GooglePlus           = cRMContact.GooglePlus,
                            LinkedIn             = cRMContact.LinkedIn,
                            City                 = cRMContact.City,
                            Country              = cRMContact.Country,
                            Address              = cRMContact.Address,
                            CommunicationAddress = cRMContact.CommunicationAddress,
                            DateOfBirth          = cRMContact.DateOfBirth,
                        };
                        var person = _personRepository.Create(newPerson);


                        var newContact = new CRMContact
                        {
                            PersonId        = person.Id,
                            ParentAccountId = cRMContact.ParentAccountId,
                            Expertise       = cRMContact.Expertise,
                            Comments        = cRMContact.Comments,
                            CreatedByUserId = WebUser.Id
                        };
                        var contact = _crmContactRepository.Create(newContact);
                        _unitOfWork.Commit();
                        return(newContact);
                    }, "Contact created sucessfully");
                }
            }
            else
            {
                apiResult = ApiResultFromModelErrors <CRMContact>();
            }

            return(Json(apiResult, JsonRequestBehavior.AllowGet));
        }
Beispiel #3
0
        public bool Convert(bool createAccount, bool createPotential, int id, int assignedToUserId, int?categoryId, double?expectedAmount, DateTime?expectedCloseDate, string description, DateTime?enquiredOn, int salesStage, int createdByUserId)
        {
            var selectedLead = _crmLeadRepository.GetBy(l => l.Id == id, "Person");

            if (selectedLead != null)
            {
                CRMAccount selectedOrganization = null;

                if (createAccount)
                {
                    // Create the Account First
                    var organization = selectedLead.Person.Organization;

                    if (!string.IsNullOrEmpty(organization))
                    {
                        selectedOrganization = _crmAccountRepository.GetBy(a => a.Title == organization);
                        if (selectedOrganization == null)
                        {
                            selectedOrganization = new CRMAccount
                            {
                                Title                = organization,
                                EmployeeCount        = EmployeeCount.One2Ten,
                                AssignedToEmployeeId = assignedToUserId,
                                CreatedByUserId      = createdByUserId
                            };

                            _crmAccountRepository.Create(selectedOrganization);
                            _unitOfWork.Commit();
                        }
                    }
                }

                // Create Contact
                var contact = new CRMContact
                {
                    PersonId        = selectedLead.PersonId,
                    CreatedByUserId = createdByUserId
                };

                // Assign the account Id
                if (selectedOrganization != null)
                {
                    contact.ParentAccountId = selectedOrganization.Id;
                }

                _crmContactRepository.Create(contact);
                _unitOfWork.Commit();

                if (createPotential)
                {
                    // Create the Potential
                    var potential = new CRMPotential
                    {
                        CategoryId        = categoryId,
                        ExpectedAmount    = expectedAmount,
                        ExpectedCloseDate = expectedCloseDate,
                        Description       = description,
                        EnquiredOn        = enquiredOn,
                        SalesStageId      = salesStage,
                        AssignedToUserId  = assignedToUserId,
                        ContactId         = contact.Id,
                        CreatedByUserId   = createdByUserId
                    };

                    _crmPotentialRepository.Create(potential);
                    _unitOfWork.Commit();

                    // Move all Lead Technologies to Potential Technologies
                    var technologies = _crmLeadTechnologyMapRepository.GetAllBy(m => m.LeadId == selectedLead.Id).ToList();
                    foreach (var technology in technologies)
                    {
                        var technologyMap = new CRMPotentialTechnologyMap
                        {
                            PotentialId  = potential.Id,
                            TechnologyId = technology.TechnologyId
                        };

                        _crmPotentialTechnologyMapRepository.Create(technologyMap);
                    }

                    // Move all Lead Activities to Potential Activities
                    var activities = _crmLeadActivityRepository.GetAllBy(m => m.CRMLeadId == selectedLead.Id).ToList();
                    foreach (var activity in activities)
                    {
                        var potentialActivity = new CRMPotentialActivity
                        {
                            CRMPotentialId  = potential.Id,
                            Title           = activity.Title,
                            Comment         = activity.Comment,
                            CreatedOn       = activity.CreatedOn,
                            CreatedByUserId = createdByUserId
                        };

                        _crmPotentialActivityRepository.Create(potentialActivity);
                    }

                    _unitOfWork.Commit();
                }

                // Delete the Lead
                _crmLeadService.Delete(id);

                return(true);
            }

            return(false);
        }