/// <summary>
/// Converts the lead to new account and contact.
/// </summary>
/// <param name="lead">The lead.</param>
/// <param name="createOpportunity">if set to <c>true</c> [create opportunity].</param>
/// <param name="options">The options.</param>
private void ConvertLeadToNewAccountAndContact(ILead lead, bool createOpportunity, string options)
{
if (lead.LegalName != null)
{
string qry = "select LegalCompanyName from LegalMaster where LegalCompanyName ='" + lead.LegalName + "'";
Sage.Platform.Data.IDataService service1 = Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Data.IDataService>();
System.Data.OleDb.OleDbConnection conObj = new System.Data.OleDb.OleDbConnection(service1.GetConnectionString());
System.Data.OleDb.OleDbDataAdapter dataAdapterObj = new System.Data.OleDb.OleDbDataAdapter(qry, conObj);
System.Data.DataTable dt = new System.Data.DataTable();
dataAdapterObj.Fill(dt);
if (dt.Rows.Count > 0)
{
lblmsg.Text = lead.LegalName + ": legal Name is already exists";
return;
}
}
//if (ddLSalesProcess.SelectedIndex > 0 || chkCreateOpportunity.Checked == false)
//{
var keyGen = new SalesLogixEntityKeyGenerator();
string key = keyGen.GenerateIds(typeof(IContact), 1).FirstOrDefault();
IContact contact = EntityFactory.Create<IContact>();
((IAssignableId)contact).Id = key;
IAccount account = EntityFactory.Create<IAccount>();
account.Type = "LEAD";
lead.ConvertLeadToContact(contact, account, options);
lead.ConvertLeadToAccount(account);
lead.ConvertLeadAddressToAccountAddress(account);
lead.ConvertLeadAddressToContactAddress(contact);
contact.SaveContactAccount(account);
IOpportunity opportunity = CreateOpportunity(createOpportunity, contact, lead);
IUser usr = lead.AccountManager;
IOwner own = lead.Owner;
if (lkpBranchManager.LookupResultValue != null)
{
usr = (IUser)lkpBranchManager.LookupResultValue;//Sage.Platform.EntityFactory.GetById<IUser>(lkpBranchManager.LookupResultValue.ToString());
Sage.Platform.Data.IDataService service1 = Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Data.IDataService>();
System.Data.OleDb.OleDbConnection conObj = new System.Data.OleDb.OleDbConnection(service1.GetConnectionString());
System.Data.OleDb.OleDbDataAdapter dataAdapterObj3 = new System.Data.OleDb.OleDbDataAdapter("Select Optionvalue as DEFAULTSECCODEID from UserOptions where userid = '" + usr.Id.ToString() + "' and name ='InsertSecCodeID'", conObj);
System.Data.DataTable dt3 = new System.Data.DataTable();
dataAdapterObj3.Fill(dt3);
if (dt3.Rows.Count > 0)
{
Sage.Entity.Interfaces.IOwner objowner2 = Sage.Platform.EntityFactory.GetById<Sage.Entity.Interfaces.IOwner>((object)dt3.Rows[0][0].ToString());
own = objowner2;
}
}
AddAttachmentsToLead(lead, account, contact, opportunity);
lead.AddHistoryAndQualificationRecords(contact, account, opportunity, false);
lead.AddActivities(contact, account, opportunity);
if(chkCreateOpportunity.Checked == true)
account.Type = "Prospect";
else
account.Type = "LEAD";
account.LegalName = lead.LegalName;
Sage.Platform.Data.IDataService service2 = Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Data.IDataService>();
System.Data.OleDb.OleDbConnection conOb2 = new System.Data.OleDb.OleDbConnection(service2.GetConnectionString());
System.Data.OleDb.OleDbDataAdapter dataAdapterObj1 = new System.Data.OleDb.OleDbDataAdapter("Select INDSGMSTID From INDSGMST where CINDSGDESC = '" +lead.Industry+"' and CMKTSGDESC = '" +lead.MKTSegment +"'", conOb2);
System.Data.DataTable dt1 = new System.Data.DataTable();
dataAdapterObj1.Fill(dt1);
if (dt1.Rows.Count > 0)
{
account.SegmentmstID = dt1.Rows[0][0].ToString();
}
//account.Industry = lead.Industry;
//account.MktSegment = lead.MKTSegment;
account.AccountManager = usr;
account.Owner = own;
contact.Owner = own;
contact.AccountManager = usr;
account.Status = "Active";
contact.Save();
account.Save();
IList<ICampaignTarget> campaignTargets = EntityFactory.GetRepository<ICampaignTarget>().FindByProperty("EntityId", lead.Id.ToString());
foreach (ICampaignTarget campaignTarget in campaignTargets)
lead.ChangeCampaignTargetEntityID(contact, campaignTarget);
ILeadHistory leadHistory = EntityFactory.GetById<ILeadHistory>(lead.SaveLeadHistory());
if (leadHistory != null)
{
leadHistory.ContactId = contact.Id.ToString();
leadHistory.AccountId = account.Id.ToString();
leadHistory.Save();
}
//lead.Delete();
Sage.Entity.Interfaces.IOwner objowner = Sage.Platform.EntityFactory.GetById<Sage.Entity.Interfaces.IOwner>((object)"SYST00000002");
lead.Owner = objowner;
lead.Status = "Converted";
lead.Save();
string url;
if (opportunity != null)
{
opportunity.Status = "Active";
opportunity.BusinessPotential = lead.BussinessPortential;
opportunity.AccountManager = usr;
opportunity.Owner = own;
opportunity.Save();
url = string.Format("Opportunity.aspx?entityid={0}", opportunity.Id);
}
else
url = string.Format("Contact.aspx?entityId={0}", contact.Id);
cmdConvert.Click += DialogService.CloseEventHappened;
//Page.ClientScript.RegisterClientScriptBlock(GetType(), "sas", "<script>window.close();if (window.opener && !window.opener.closed) { window.opener.location='" + url + "'; }</script>", false);
Response.Redirect(
opportunity != null
? string.Format("Opportunity.aspx?entityid={0}", opportunity.Id)
: string.Format("Contact.aspx?entityId={0}", contact.Id), false);
/*}
else
{
lblmsg.Text = "Please Select SalesProcess,Then Continue Convert Opportunity";
//throw new Sage.Platform.Application.ValidationException("The call to LeadSearchAndConvert.cmdConvert_Click() failed");
}*/
}
protected void btnSaveHistory_ClickAction(object sender, EventArgs e)
{
ILead CurrentLead = this.BindingSource.Current as ILead;
//TAC Code Here to Create the Linked Activity.
// Create Activity Record
Sage.Entity.Interfaces.IHistory History = Sage.Platform.EntityFactory.Create <Sage.Entity.Interfaces.IHistory>();
//History.AccountId = oppfulfiltask.Opportunity.Account.Id.ToString();
//History.AccountName = oppfulfiltask.Opportunity.Account.AccountName;
//History.OpportunityId = oppfulfiltask.Opportunity.Id.ToString();
//History.OpportunityName = oppfulfiltask.Opportunity.Description;
//todo.ContactId = histContactID;
//todo.ContactName = histContactName;
History.LeadId = CurrentLead.Id.ToString();
History.LeadName = CurrentLead.LeadNameFirstLast;
History.Type = HistoryType.atPhoneCall;
//todo.Category = histCategory;
// get the current user as a User
Sage.SalesLogix.Security.SLXUserService usersvc = (Sage.SalesLogix.Security.SLXUserService)Sage.Platform.Application.ApplicationContext.Current.Services.Get <Sage.Platform.Security.IUserService>();
Sage.Entity.Interfaces.IUser user = usersvc.GetUser();
History.UserId = user.Id.ToString();
History.Duration = 5;
History.StartDate = System.DateTime.UtcNow.AddMinutes(-5);
History.OriginalDate = System.DateTime.UtcNow.AddMinutes(-5);
History.CompletedDate = System.DateTime.UtcNow;
History.CompletedUser = user.Id.ToString();
History.Description = Left(Description.PickListValue, 64);
History.LongNotes = Notes.Text;
History.Notes = Left(Notes.Text, 255);
History.Timeless = false;
History.Result = Left(Result.PickListValue, 64);
History.ResultCode = "COMP";
try
{
History.Save();
//ListBox lbFollowUp = FindCompActControl("FollowUp") as ListBox;
//if (lbFollowUp == null) return false;
//CheckBox cxCarryOverNotes = FindCompActControl("CarryOverNotes") as CheckBox;
//if (cxCarryOverNotes == null) return false;
//CheckBox cxCarryOverAttachments = FindCompActControl("CarryOverAttachments") as CheckBox;
//if (cxCarryOverAttachments == null) return false;
if (CurrentLead.FirstName == null && CurrentLead.LastName == null)
{
CurrentLead.FirstName = "No";
CurrentLead.LastName = "Name";
}
CurrentLead.CfxLastCallResult = Left(Result.PickListValue, 64);
CurrentLead.ModifyUser = user.Id.ToString(); // Force Modify User and Modify Date to be set
CurrentLead.ModifyDate = DateTime.UtcNow;
CurrentLead.ValidateLead();
CurrentLead.Save();
//Refresh
if (this.PageWorkItem != null)
{
Sage.Platform.WebPortal.Services.IPanelRefreshService refresher = PageWorkItem.Services.Get <Sage.Platform.WebPortal.Services.IPanelRefreshService>();
if (refresher != null)
{
refresher.RefreshAll();
}
else
{
Response.Redirect(Request.Url.ToString());
}
}
if (Followup.Checked)
{
Dictionary <string, string> args = new Dictionary <string, string>();
args.Add("type", "atPhoneCall");
//if (cxCarryOverNotes.Checked || cxCarryOverAttachments.Checked)
//{
args.Add("historyid", History.Id.ToString());
//}
//if (cxCarryOverNotes.Checkeod)
//{
args.Add("carryovernotes", "true");
//}
//if (cxCarryOverAttachments.Checked)
//{
// args.Add("carryoverattachments", "true");
//}
args.Add("aid", History.AccountId);
args.Add("cid", History.ContactId);
args.Add("oid", History.OpportunityId);
args.Add("tid", History.TicketId);
args.Add("lid", History.LeadId);
args.Add("leadname", History.LeadName);
args.Add("description", History.Description);
// if we're in batch mode (multiple complete from ActivityReminders)
// pass that fact on to ScheduleActivity, so it can link to next activity in batch
Link.ScheduleActivity(args);
}
//===================================================
// Initialize
//===================================================
Result.PickListValue = String.Empty;
Description.PickListValue = String.Empty;
Notes.Text = String.Empty;
Followup.Checked = false;
}
catch (Exception)
{
//Exception But Continue
}
}
