public GrowCreate.PipelineCRM.Models.Task CreateTouchPoint(string description, int contactId, int pipelineId = 0, string subject = "")
{
var taskApi = new TaskApiController();
var pipelineApi = new PipelineApiController();
if (pipelineId == 0)
{
var newPipe = new Pipeline();
newPipe.Name = subject;
newPipe.ContactId = contactId;
newPipe = pipelineApi.PostSave(newPipe);
pipelineId = newPipe.Id;
}
var newTask = new GrowCreate.PipelineCRM.Models.Task()
{
Description = description,
ContactId = contactId,
UserId = -1,
PipelineId = pipelineId
};
newTask = taskApi.PostSave(newTask);
return(newTask);
}
public Pipeline UpdateOpportunity(int id, string description, double amount = 0, int statusId = 0)
{
var pipelineApi = new PipelineApiController();
var pipeline = pipelineApi.GetById(id);
pipeline.Value = amount;
pipeline.Name = description;
pipeline.StatusId = statusId;
pipeline.DateComplete = DateTime.Now;
return(new PipelineApiController().PostSave(pipeline));
}
public IEnumerable <Pipeline> GetOpportunitiesByContactId(int contactId)
{
var pipelineApi = new PipelineApiController();
var pipelines = pipelineApi.GetByContactId(contactId).Reverse();
foreach (var pipeline in pipelines)
{
pipeline.Tasks = new TaskApiController().GetByPipeline(pipeline.Id).OrderBy(x => x.DateCreated).Reverse();
}
return(pipelines);
}
protected override TreeNodeCollection GetTreeNodes(string id, System.Net.Http.Formatting.FormDataCollection queryStrings)
{
var ctrl = new PipelineApiController();
var nodes = new TreeNodeCollection();
var mainRoute = "/pipelineCrm/pipelineCrmTree";
bool useBoard = PipelineConfig.GetConfig().AppSettings.UseBoard;
var customAreas = GetCustomAreas();
if (id == Constants.System.Root.ToInvariantString())
{
nodes.Add(
CreateTreeNode(
"pipelines",
null,
queryStrings,
GetTranslation("pipeline/opportunities"),
"icon-dashboard",
true,
useBoard ? "/pipelineCrm" : "/pipelineCrm/pipelineCrmTree/browse/0"
)
);
nodes.Add(
CreateTreeNode(
"tasks",
null,
queryStrings,
GetTranslation("pipeline/tasks"),
"icon-checkbox",
false,
mainRoute + "/tasks/0"
)
);
nodes.Add(
CreateTreeNode(
"contacts",
null,
queryStrings,
GetTranslation("pipeline/contacts"),
"icon-user",
true,
mainRoute + "/contacts/0"
)
);
nodes.Add(
CreateTreeNode(
"organisations",
"-1",
queryStrings,
GetTranslation("pipeline/organisations"),
"icon-company",
true,
mainRoute + "/organisations/0"
)
);
nodes.Add(
CreateTreeNode(
"segments",
"-1",
queryStrings,
GetTranslation("pipeline/segments"),
"icon-users",
true,
mainRoute + "/segments/0"
)
);
// get custom building blocks
foreach (var type in customAreas)
{
nodes.Add(
CreateTreeNode(
type.Alias,
"-1",
queryStrings,
type.Name,
type.Icon,
type.Folders.Any(),
mainRoute + "/" + type.Url
)
);
}
nodes.Add(
CreateTreeNode(
"recyclebin",
null,
queryStrings,
GetTranslation("general/recycleBin"),
"icon-trash",
true,
"/pipelineCrm/pipelineCrmTree/browse/-1"
)
);
nodes.Add(
CreateTreeNode(
"settings",
null,
queryStrings,
GetTranslation("pipeline/settings"),
"icon-settings",
false,
mainRoute + "/settings/0"
)
);
}
else if (id == "pipelines")
{
// list all opp statuses
foreach (var status in GetStatuses())
{
var newTreeNode = CreateTreeNode(
status.Id.ToString() + "_pipelines",
id,
queryStrings,
status.Name,
"icon-dashboard",
false,
"/pipelineCrm/pipelineCrmTree/browse/" + status.Id.ToString());
nodes.Add(newTreeNode);
}
// get unassigned pipelines
var unassigned = ctrl.GetByStatusId(0);
nodes.Add(
CreateTreeNode(
"0",
id,
queryStrings,
GetTranslation("pipeline/unassigned"),
"icon-dashboard",
false,
"/pipelineCrm/pipelineCrmTree/browse/-2"
)
);
}
else if (id == "organisations")
{
// list all org types
foreach (var type in GetOrgTypes())
{
var newTreeNode = CreateTreeNode(
type.Id.ToString() + "_organisations",
id,
queryStrings,
type.Name,
"icon-company",
false,
mainRoute + "/organisations/" + type.Id.ToString());
nodes.Add(newTreeNode);
}
// get unassigned orgs
var unassigned = ctrl.GetByStatusId(0);
nodes.Add(
CreateTreeNode(
"0",
id,
queryStrings,
GetTranslation("pipeline/unassigned"),
"icon-company",
false,
mainRoute + "/organisations/-2"
)
);
}
else if (id == "contacts")
{
// list all orgs
foreach (var type in new ContactTypeApiController().GetAll())
{
var newTreeNode = CreateTreeNode(
type.Id.ToString() + "_contacts",
id,
queryStrings,
type.Name,
"icon-user",
false,
mainRoute + "/contacts/" + type.Id.ToString());
nodes.Add(newTreeNode);
}
// get contacts with no groups
nodes.Add(
CreateTreeNode(
"0",
id,
queryStrings,
GetTranslation("pipeline/unassigned"),
"icon-user",
false,
mainRoute + "/contacts/-2"
)
);
}
// segments
else if (id == "segments")
{
// list all segment types
foreach (var type in new SegmentTypeApiController().GetAll())
{
var newTreeNode = CreateTreeNode(
type.Id.ToString() + "_segments",
id,
queryStrings,
type.Name,
"icon-users",
false,
mainRoute + "/segments/" + type.Id.ToString());
nodes.Add(newTreeNode);
}
}
else if (id == "recyclebin")
{
// pipelines
nodes.Add(
CreateTreeNode(
"0",
id,
queryStrings,
GetTranslation("pipeline/opportunities"),
"icon-dashboard",
false,
"/pipelineCrm/pipelineCrmTree/browse/-1"
)
);
// contacts
nodes.Add(
CreateTreeNode(
"0",
id,
queryStrings,
GetTranslation("pipeline/contacts"),
"icon-user",
false,
mainRoute + "/contacts/-1"
)
);
// groups
nodes.Add(
CreateTreeNode(
"0",
id,
queryStrings,
GetTranslation("pipeline/organisations"),
"icon-company",
false,
mainRoute + "/organisations/-1"
)
);
nodes.Add(
CreateTreeNode(
"0",
id,
queryStrings,
GetTranslation("pipeline/segments"),
"icon-users",
false,
mainRoute + "/segments/-1"
)
);
}
else if (customAreas.Any(x => x.Alias == id))
{
var area = customAreas.FirstOrDefault(x => x.Alias == id);
// list all orgs
foreach (var folder in area.Folders)
{
var newTreeNode = CreateTreeNode(
folder.Url + "_" + area.Alias,
id,
queryStrings,
folder.Name,
area.Icon,
false,
mainRoute + "/" + folder.Url);
nodes.Add(newTreeNode);
}
}
return(nodes);
//this tree doesn't suport rendering more than 1 level
throw new NotSupportedException();
}
// deprecate further down...
public Pipeline CreateNew(string name, string organisation, string email, string telephone, string subject, string comment, int nodeId = 0, double value = 0, int probability = 50, int statusId = 0, Dictionary <string, dynamic> customProps = null)
{
var newPipeline = new Pipeline();
// we need at least name, email and organisation
if (String.IsNullOrEmpty(name) || String.IsNullOrEmpty(email))
{
return(newPipeline);
}
var taskController = new TaskApiController();
var orgController = new OrganisationApiController();
var contactController = new ContactApiController();
var pipelineController = new PipelineApiController();
int currentOrgId = 0;
if (!string.IsNullOrEmpty(organisation))
{
// check if we have an org with that email, if not create one
var currentOrg = orgController.GetByName(organisation);
if (currentOrg == null) // organisation is optional
{
currentOrg = orgController.PostSave(new Organisation()
{
Id = 0,
UserId = 0,
Name = organisation,
DateCreated = DateTime.Now,
Email = email
});
currentOrgId = currentOrg.Id;
}
}
// check if we have a member with that email, if not create one
var contact = contactController.GetByEmail(email);
if (contact == null)
{
var newContact = new Contact()
{
Id = 0,
OrganisationIds = currentOrgId.ToString(),
Name = name,
Telephone = telephone,
Email = email
};
contact = contactController.PostSave(newContact);
}
// install cookie for personalised content
HttpCookie cookie = new HttpCookie("PipelineContactId");
cookie.Value = contact.Id.ToString();
cookie.Expires = DateTime.MaxValue;
HttpContext.Current.Response.SetCookie(cookie);
//finally, create a new pipeline and note
newPipeline = pipelineController.PostSave(new Pipeline()
{
Name = subject,
DateCreated = DateTime.Now,
StatusId = statusId,
OrganisationId = currentOrgId,
ContactId = contact.Id,
Value = value,
DateComplete = DateTime.Now,
Probability = probability, // todo: read from node
});
if (customProps != null)
{
newPipeline.UpdateProperties(customProps);
}
if (!String.IsNullOrEmpty(comment))
{
var newNote = taskController.PostSave(new GrowCreate.PipelineCRM.Models.Task()
{
Description = comment,
PipelineId = newPipeline.Id,
UserId = -1
});
}
return(newPipeline);
}