public virtual IEnumerable ConvertToBAccount(PXAdapter adapter)
{
List <Contact> contacts = new List <Contact>(adapter.Get().Cast <Contact>());
foreach (Contact contact in contacts.Where(contact => contact != null))
{
if (AccountInfo.AskExt((graph, view) => graph.Views[view].Cache.Clear(), true) != WebDialogResult.Yes)
{
return(contacts);
}
bool empty_required = !AccountInfo.VerifyRequired();
BAccount existing = PXSelect <BAccount, Where <BAccount.acctCD, Equal <Required <BAccount.acctCD> > > > .SelectSingleBound(this, null, AccountInfo.Current.BAccountID);
if (existing != null)
{
AccountInfo.Cache.RaiseExceptionHandling <LeadMaint.AccountsFilter.bAccountID>(AccountInfo.Current, AccountInfo.Current.BAccountID, new PXSetPropertyException(Messages.BAccountAlreadyExists, AccountInfo.Current.BAccountID));
return(contacts);
}
if (empty_required)
{
return(contacts);
}
Save.Press();
Contact c = contact;
PXLongOperation.StartOperation(this, () => LeadMaint.ConvertToAccount(c, AccountInfo.Current, this.IsContractBasedAPI));
}
return(contacts);
}
protected override bool Process(Package package)
{
var account = package.Account;
if (account.IncomingProcessing != true ||
account.CreateLead != true)
{
return(false);
}
var message = package.Message;
if (!string.IsNullOrEmpty(message.Exception) ||
message.IsIncome != true ||
message.RefNoteID != null ||
message.ClassID == CRActivityClass.EmailRouting)
{
return(false);
}
var copy = package.Graph.Caches[typeof(CRSMEmail)].CreateCopy(message);
try
{
LeadMaint graph = PXGraph.CreateInstance <LeadMaint>();
var leadCache = graph.Lead.Cache;
var lead = (Contact)leadCache.Insert();
lead = PXCache <Contact> .CreateCopy(graph.Lead.Search <Contact.contactID>(lead.ContactID));
lead.EMail = package.Address;
lead.LastName = package.Description;
CREmailActivityMaint.EmailAddress address = CREmailActivityMaint.ParseNames(message.MailFrom);
lead.FirstName = address.FirstName;
lead.LastName = address.LastName;
if (account.CreateLeadClassID != null)
{
lead.ClassID = account.CreateLeadClassID;
}
lead = (Contact)leadCache.Update(lead);
message.RefNoteID = PXNoteAttribute.GetNoteID <Contact.noteID>(leadCache, lead);
graph.Actions.PressSave();
message.ContactID = message.ContactID ?? lead.ContactID;
}
catch (Exception e)
{
package.Graph.Caches[typeof(CRSMEmail)].RestoreCopy(message, copy);
throw new PXException(Messages.CreateLeadException, e is PXOuterException ? ("\r\n" + String.Join("\r\n", ((PXOuterException)e).InnerMessages)) : e.Message);
}
return(true);
}
protected override PXGraph GetGraphForDetails(CRContactBatch selectedItem)
{
if (CRLeadBatch.IsLead(selectedItem))
{
LeadMaint leadGraph = CreateGraph <LeadMaint>();
leadGraph.Lead.Current = leadGraph.Lead.Search <Lead.contactID>(selectedItem.ContactID);
return(leadGraph);
}
ContactMaint contactGraph = new ContactMaint();
contactGraph.Contact.Current = contactGraph.Contact.Search <Contact.contactID>(selectedItem.ContactID);
return(contactGraph);
}
protected override bool Process(Package package)
{
var account = package.Account;
if (account.IncomingProcessing != true ||
account.CreateLead != true)
{
return(false);
}
var message = package.Message;
if (!string.IsNullOrEmpty(message.Exception) ||
message.IsIncome != true ||
message.RefNoteID != null ||
message.ClassID == CRActivityClass.EmailRouting)
{
return(false);
}
var copy = package.Graph.Caches[typeof(CRSMEmail)].CreateCopy(message);
try
{
LeadMaint graph = PXGraph.CreateInstance <LeadMaint>();
var leadCache = graph.Lead.Cache;
var lead = (CRLead)leadCache.Insert();
lead = PXCache <CRLead> .CreateCopy(graph.Lead.Search <CRLead.contactID>(lead.ContactID));
lead.EMail = package.Address;
lead.LastName = package.Description;
lead.RefContactID = message.ContactID;
lead.OverrideRefContact = true;
CREmailActivityMaint.EmailAddress address = CREmailActivityMaint.ParseNames(message.MailFrom);
lead.FirstName = address.FirstName;
lead.LastName = string.IsNullOrEmpty(address.LastName) ? address.Email : address.LastName;
if (account.CreateLeadClassID != null)
{
lead.ClassID = account.CreateLeadClassID;
}
lead = (CRLead)leadCache.Update(lead);
if (lead.ClassID != null)
{
CRLeadClass cls = PXSelect <
CRLeadClass,
Where <
CRLeadClass.classID, Equal <Required <CRLeadClass.classID> > > >
.SelectSingleBound(graph, null, lead.ClassID);
if (cls?.DefaultOwner == CRDefaultOwnerAttribute.Source)
{
lead.WorkgroupID = message.WorkgroupID;
lead.OwnerID = message.OwnerID;
}
}
message.RefNoteID = PXNoteAttribute.GetNoteID <CRLead.noteID>(leadCache, lead);
graph.Actions.PressSave();
}
catch (Exception e)
{
package.Graph.Caches[typeof(CRSMEmail)].RestoreCopy(message, copy);
throw new PXException(Messages.CreateLeadException, e is PXOuterException ? ("\r\n" + String.Join("\r\n", ((PXOuterException)e).InnerMessages)) : e.Message);
}
return(true);
}