public virtual void CRSetup_RowUpdated(PXCache sender, PXRowUpdatedEventArgs e)
{
if (!sender.ObjectsEqual <CRSetup.contactEmailUnique, CRSetup.leadValidationThreshold>(e.Row, e.OldRow))
{
CRSetup row = (CRSetup)e.Row;
LeadContactValidationRules rule = LeadContactValidationRules.Search <CRValidationRules.matchingField>(typeof(Contact.eMail).Name);
if (row.ContactEmailUnique == true)
{
var emailRule = (LeadContactValidationRules)(LeadContactValidationRules.Cache.CreateCopy(rule ?? LeadContactValidationRules.Cache.CreateInstance()));
emailRule.ValidationType = ValidationTypesAttribute.LeadContact;
emailRule.MatchingField = this.Caches[typeof(Contact)].GetField(typeof(Contact.eMail));
emailRule.TransformationRule = TransformationRulesAttribute.None;
emailRule.ScoreWeight = row.LeadValidationThreshold;
LeadContactValidationRules.Update(emailRule);
}
else
{
if (rule != null)
{
LeadContactValidationRules.Cache.SetDefaultExt <CRValidationRules.scoreWeight>(rule);
LeadContactValidationRules.Cache.SetDefaultExt <CRValidationRules.transformationRule>(rule);
LeadContactValidationRules.Update(rule);
}
}
}
}
private void UpdateGrammValidationDate()
{
CRSetup record = PXCache <CRSetup> .CreateCopy(this.CRSetupRecord.Current) as CRSetup;
record.GrammValidationDateTime = null;
CRSetupRecord.Update(record);
}
public IEnumerable AddMailActivity(PXAdapter adapter, string emailAddress)
{
if (!IsCurrentRedy)
{
return(adapter.Get());
}
PrepareGraph();
CRActivityMaint graph = CreateSpecGraph <CRActivityMaint>();
CRActivity activity = CreateActivity();
CRSetup setup = PXSelect <CRSetup> .Select(this.Graph);
activity.Type = setup.EMailActivityType;
activity.Status = ActivityStatus.NotStarted;
graph.Activites.Current = graph.Activites.Insert(activity);
PXAdapter mailCreate = new PXAdapter(graph.Activites);
mailCreate.StartRow = 0;
mailCreate.MaximumRows = 1;
foreach (object e in graph.CreateMail.Press(mailCreate))
{
;
}
if (!string.IsNullOrEmpty(emailAddress))
{
graph.Message.Current.MailTo = emailAddress;
}
throw new PXPopupRedirectException(true, graph, Messages.CRActivityMaint);
}
protected virtual void CRSetup_RowPersisting(PXCache sender, PXRowPersistingEventArgs e)
{
CRSetup row = e.Row as CRSetup;
if (row != null && row.GrammValidationDateTime == null)
{
row.GrammValidationDateTime = PXTimeZoneInfo.Now;
}
}
protected virtual void _(Events.RowDeleted <CRContactClass> e)
{
var row = e.Row;
if (row == null)
{
return;
}
CRSetup s = Setup.Select();
if (s != null && (s.DefaultContactClassID == row.ClassID))
{
s.DefaultContactClassID = null;
Setup.Update(s);
}
}
protected virtual void CROpportunityClass_RowDeleted(PXCache sender, PXRowDeletedEventArgs e)
{
var row = e.Row as CROpportunityClass;
if (row == null)
{
return;
}
CRSetup s = Setup.Select();
if (s != null && s.DefaultOpportunityClassID == row.CROpportunityClassID)
{
s.DefaultOpportunityClassID = null;
Setup.Update(s);
}
}
protected virtual void CRPurgeFilter_PurgePeriodWithoutActivity_FieldVerifying(PXCache sender, PXFieldVerifyingEventArgs e)
{
if (e.NewValue == null)
{
return;
}
int val = (int)e.NewValue;
CRSetup crSetup = setup.Current;
if (val < 0)
{
throw new PXSetPropertyException(Messages.PurgeLimitCannotBeNegative);
}
if (crSetup.PurgePeriodWithoutActivity != null && val < crSetup.PurgePeriodWithoutActivity)
{
throw new PXSetPropertyException(Messages.PurgeLimitCannotBeLessThanInCRSetup);
}
}
protected virtual void CRContactClass_RowDeleted(PXCache sender, PXRowDeletedEventArgs e)
{
var row = e.Row as CRContactClass;
if (row == null)
{
return;
}
CRSetup s = Setup.Select();
if (s != null && (s.DefaultLeadClassID == row.ClassID))
{
s.DefaultLeadClassID = null;
Setup.Update(s);
}
if (s != null && (s.DefaultContactClassID == row.ClassID))
{
s.DefaultContactClassID = null;
Setup.Update(s);
}
}
public static void ConvertToAccount(Contact contact, AccountsFilter param)
{
BusinessAccountMaint accountMaint = CreateInstance <BusinessAccountMaint>();
object cd = param.BAccountID;
accountMaint.BAccount.Cache.RaiseFieldUpdating <BAccount.acctCD>(null, ref cd);
BAccount account = new BAccount
{
AcctCD = (string)cd,
AcctName = param.AccountName,
Type = BAccountType.ProspectType,
ClassID = param.AccountClass,
ParentBAccountID = contact.ParentBAccountID
};
#region Set Contact and Address fields
CRContactClass cls = PXSelect <CRContactClass, Where <CRContactClass.classID, Equal <Current <Contact.classID> > > > .SelectSingleBound(accountMaint, new object[] { contact });
if (cls != null && cls.OwnerToBAccount == true)
{
account.WorkgroupID = contact.WorkgroupID;
account.OwnerID = contact.OwnerID;
}
try
{
object newValue = account.OwnerID;
accountMaint.BAccount.Cache.RaiseFieldVerifying <BAccount.ownerID>(account, ref newValue);
}
catch (PXSetPropertyException)
{
account.OwnerID = null;
}
account = accountMaint.BAccount.Insert(account);
accountMaint.Answers.CopyAllAttributes(account, contact);
Contact defContact = PXCache <Contact> .CreateCopy(PXSelect <Contact, Where <Contact.contactID, Equal <Current <BAccount.defContactID> > > > .SelectSingleBound(accountMaint, new object[] { account }));
var defContactNoteID = defContact.NoteID;
PXCache <Contact> .RestoreCopy(defContact, contact);
defContact.ContactType = ContactTypesAttribute.BAccountProperty;
defContact.FullName = account.AcctName;
defContact.ContactID = account.DefContactID;
defContact.BAccountID = account.BAccountID;
defContact.DuplicateStatus = DuplicateStatusAttribute.NotValidated;
defContact.DuplicateFound = false;
defContact.WorkgroupID = null;
defContact.OwnerID = null;
defContact.NoteID = defContactNoteID;
defContact = accountMaint.DefContact.Update(defContact);
Address contactAddress = PXSelect <Address, Where <Address.addressID, Equal <Required <Contact.defAddressID> > > > .Select(accountMaint, contact.DefAddressID);
if (contactAddress == null)
{
throw new PXException(Messages.DefAddressNotExists, contact.DisplayName);
}
contactAddress.BAccountID = account.BAccountID;
accountMaint.AddressCurrent.Cache.Clear();
defContact.DefAddressID = contactAddress.AddressID;
defContact = accountMaint.DefContact.Update(defContact);
contactAddress = accountMaint.AddressCurrent.Update(contactAddress);
account.DefAddressID = contactAddress.AddressID;
accountMaint.BAccount.Update(account);
contact.BAccountID = account.BAccountID;
contact.DuplicateStatus = DuplicateStatusAttribute.NotValidated;
contact.DuplicateFound = false;
if (contact.QualificationDate == null)
{
contact.QualificationDate = PXTimeZoneInfo.Now;
}
accountMaint.Contacts.Cache.SetStatus(contact, PXEntryStatus.Updated);
CR.Location location = accountMaint.DefLocation.Select();
location.DefAddressID = contactAddress.AddressID;
accountMaint.DefLocation.Update(location);
account.NoteID = PXNoteAttribute.GetNoteID <CRActivity.noteID>(accountMaint.CurrentBAccount.Cache, account);
foreach (CRPMTimeActivity a in PXSelect <CRPMTimeActivity, Where <CRPMTimeActivity.refNoteID, Equal <Required <Contact.noteID> > > > .Select(accountMaint, contact.NoteID))
{
a.BAccountID = account.BAccountID;
accountMaint.Activities.Cache.Update(a);
}
#endregion
// Copy Note text and Files references
CRSetup setup = PXSetupOptional <CRSetup> .Select(accountMaint);
PXNoteAttribute.CopyNoteAndFiles(accountMaint.Contacts.Cache, contact, accountMaint.CurrentBAccount.Cache, account, setup);
throw new PXRedirectRequiredException(accountMaint, "Business Account");
}
public virtual IEnumerable ConvertToOpportunity(PXAdapter adapter)
{
Save.Press();
bool isOpportunityAutoNumberOn = this.IsNumberingAutonumbered(Setup.Current.OpportunityNumberingID);
List <Contact> contacts = new List <Contact>(adapter.Get().Cast <Contact>());
foreach (Contact l in contacts)
{
OpportunityMaint opportunityMaint = CreateInstance <OpportunityMaint>();
CROpportunity opportunity = (CROpportunity)opportunityMaint.Opportunity.Cache.Insert();
if (!isOpportunityAutoNumberOn)
{
if (OpportunityInfo.AskExt() != WebDialogResult.OK || !OpportunityInfo.VerifyRequired())
{
return(contacts);
}
CROpportunity existing = PXSelect <CROpportunity, Where <CROpportunity.opportunityID, Equal <Required <CROpportunity.opportunityID> > > > .SelectSingleBound(this, null, OpportunityInfo.Current.OpportunityID);
if (existing != null)
{
OpportunityInfo.Cache.RaiseExceptionHandling <OpportunityFilter.opportunityID>(OpportunityInfo.Current, OpportunityInfo.Current.OpportunityID, new PXSetPropertyException(Messages.OpportunityAlreadyExists, OpportunityInfo.Current.OpportunityID));
return(contacts);
}
object cd = OpportunityInfo.Current.OpportunityID;
opportunityMaint.Opportunity.Cache.RaiseFieldUpdating <CROpportunity.opportunityID>(null, ref cd);
opportunity.OpportunityID = (string)cd;
}
Contact lead = l;
PXLongOperation.StartOperation(this, delegate()
{
CRContactClass cls = PXSelect <CRContactClass, Where <CRContactClass.classID, Equal <Current <Contact.classID> > > > .SelectSingleBound(this, new object[] { lead });
if (cls != null && cls.OwnerToOpportunity == true)
{
opportunity.WorkgroupID = lead.WorkgroupID;
opportunity.OwnerID = lead.OwnerID;
}
if (cls != null && cls.TargetOpportunityClassID != null)
{
opportunity.CROpportunityClassID = cls.TargetOpportunityClassID;
}
if (lead.BAccountID != null)
{
opportunity.BAccountID = lead.BAccountID;
}
if (lead.ParentBAccountID != null)
{
opportunity.ParentBAccountID = lead.ParentBAccountID;
}
if (lead.CampaignID != null)
{
opportunity.CampaignSourceID = lead.CampaignID;
}
opportunity.ContactID = lead.ContactID;
opportunity.ConvertedLeadID = lead.ContactID;
opportunity.OpportunityName = string.IsNullOrEmpty(lead.FullName) ? lead.DisplayName : lead.FullName;
opportunity = (CROpportunity)opportunityMaint.Opportunity.Cache.Update(opportunity);
ContactMaint contactGraph = CreateInstance <ContactMaint>();
lead.ContactType = ContactTypesAttribute.Person;
lead.QualificationDate = PXTimeZoneInfo.Now;
lead.ConvertedBy = Accessinfo.UserID;
lead = contactGraph.Contact.Update(lead);
opportunityMaint.Opportunity.Search <CROpportunity.opportunityID>(opportunity.OpportunityID);
lead = opportunityMaint.Leads.Update(lead);
// Copy Note text and Files references
CRSetup setup = PXSetupOptional <CRSetup> .Select(opportunityMaint);
PXNoteAttribute.CopyNoteAndFiles(opportunityMaint.Leads.Cache, lead, opportunityMaint.OpportunityCurrent.Cache, opportunity, setup);
throw new PXRedirectRequiredException(opportunityMaint, "Opportunity", true);
});
}
return(contacts);
}