Example #1
0
        public override int CreateNewDeal(Deal deal)
        {

            deal.ID = base.CreateNewDeal(deal);

            _dealCache.Add(deal.ID.ToString(), deal);

            return deal.ID;

        }
 public static void Deal(Deal deal, String actionText, int actionType, int businessValue)
 {
     UserActivityPublisher.Publish<TimeLinePublisher>(new TimeLineUserActivity(actionText, actionType, businessValue)
     {
         ContentID = deal.ID.ToString(),
         Title = deal.Title,
         SecurityId = String.Format(SecurityDataPattern, (int)EntityType.Opportunity, deal.SecurityId),
         URL = String.Concat(VirtualPathUtility.ToAbsolute(PathProvider.BaseVirtualPath + "deals.aspx"), String.Format("?id={0}", deal.ID))
     });
 }
 public OpportunityWrapper(Deal deal)
     : base(deal.ID)
 {
     CreateBy = EmployeeWraper.Get(deal.CreateBy);
     Created = (ApiDateTime)deal.CreateOn;
     Title = deal.Title;
     Description = deal.Description;
     Responsible = EmployeeWraper.Get(deal.ResponsibleID);
     BidType = deal.BidType;
     BidValue = deal.BidValue;
     PerPeriodValue = deal.PerPeriodValue;
     SuccessProbability = deal.DealMilestoneProbability;
     ActualCloseDate = (ApiDateTime)deal.ActualCloseDate;
     ExpectedCloseDate = (ApiDateTime)deal.ExpectedCloseDate;
     CanEdit = CRMSecurity.CanEdit(deal);
 }
Example #4
0
        protected void ExecDealDetailsView(Deal targetDeal)
        {
            if (!CRMSecurity.CanAccessTo(targetDeal))
                Response.Redirect(PathProvider.StartURL());

            var dealActionViewControl = (DealDetailsView)LoadControl(DealDetailsView.Location);
            dealActionViewControl.TargetDeal = targetDeal;
            CommonContainerHolder.Controls.Add(dealActionViewControl);

            var headerTitle = targetDeal.Title.HtmlEncode();

            Master.CurrentPageCaption = headerTitle;

            Master.CommonContainerHeader = Global.RenderItemHeaderWithMenu(headerTitle, EntityType.Opportunity, CRMSecurity.IsPrivate(targetDeal));

            Title = HeaderStringHelper.GetPageTitle(headerTitle);
        }
Example #5
0
        protected void ExecDealDetailsView(Deal targetDeal)
        {

            if (!CRMSecurity.CanAccessTo(targetDeal))
                Response.Redirect(PathProvider.StartURL());

            var dealActionViewControl = (DealDetailsView) LoadControl(DealDetailsView.Location);

            dealActionViewControl.TargetDeal = targetDeal;

            Master.DisabledSidePanel = true;

            Master.BreadCrumbs.Add(new BreadCrumb
                                       {
                                           Caption = CRMDealResource.AllDeals,
                                           NavigationUrl = "deals.aspx"
                                       });

            var currentPageTitle = targetDeal.Title;

            if (targetDeal.ContactID > 0)
            {
                var contact = Global.DaoFactory.GetContactDao().GetByID(targetDeal.ContactID);
                if (contact != null)
                    currentPageTitle = String.Format("{0}: {1}", contact.GetTitle(), targetDeal.Title);
            }

            Master.BreadCrumbs.Add(new BreadCrumb
                                       {
                                           Caption = currentPageTitle
                                       });

            if (CRMSecurity.IsPrivate(targetDeal))
                Master.CommonContainerHeader = Global.RenderPrivateItemHeader(currentPageTitle.HtmlEncode(), EntityType.Opportunity, targetDeal.ID);

            CommonContainerHolder.Controls.Add(dealActionViewControl);

            Title = HeaderStringHelper.GetPageTitle(String.Format("{0}: {1}", currentPageTitle.HtmlEncode(), targetDeal.Title.HtmlEncode()), Master.BreadCrumbs);
        }
Example #6
0
        public void SendAutoReminderAboutTask(DateTime scheduleDate)
        {
            using var scope = _serviceProvider.CreateScope();

            var defaultDao      = scope.ServiceProvider.GetService <DaoFactory>();
            var tenantManager   = scope.ServiceProvider.GetService <TenantManager>();
            var userManager     = scope.ServiceProvider.GetService <UserManager>();
            var securityContext = scope.ServiceProvider.GetService <SecurityContext>();
            var paymentManager  = scope.ServiceProvider.GetService <PaymentManager>();
            var logger          = scope.ServiceProvider.GetService <IOptionsMonitor <ILog> >().Get("ASC.CRM");
            var coreSettings    = scope.ServiceProvider.GetService <CoreSettings>();

            var execAlert = new List <int>();

            foreach (var row in defaultDao.GetTaskDao()
                     .GetInfoForReminder(scheduleDate))
            {
                var tenantId      = Convert.ToInt32(row[0]);
                var taskId        = Convert.ToInt32(row[1]);
                var deadline      = Convert.ToDateTime(row[2]);
                var alertValue    = Convert.ToInt32(row[3]);
                var responsibleID = !string.IsNullOrEmpty(Convert.ToString(row[4]))
                    ? new Guid(Convert.ToString(row[4]))
                    : Guid.Empty;

                var deadlineReminderDate = deadline.AddMinutes(-alertValue);

                if (deadlineReminderDate.Subtract(scheduleDate).Minutes > 1)
                {
                    continue;
                }

                execAlert.Add(taskId);

                var tenant = tenantManager.GetTenant(tenantId);
                if (tenant == null ||
                    tenant.Status != TenantStatus.Active ||
                    TariffState.NotPaid <= paymentManager.GetTariff(tenant.TenantId).State)
                {
                    continue;
                }

                try
                {
                    tenantManager.SetCurrentTenant(tenant);
                    securityContext.AuthenticateMeWithoutCookie(ASC.Core.Configuration.Constants.CoreSystem);

                    var user = userManager.GetUsers(responsibleID);

                    if (!(!Constants.LostUser.Equals(user) && user.Status == EmployeeStatus.Active))
                    {
                        continue;
                    }

                    securityContext.AuthenticateMeWithoutCookie(user.ID);

                    Thread.CurrentThread.CurrentCulture   = user.GetCulture();
                    Thread.CurrentThread.CurrentUICulture = user.GetCulture();

                    var dao  = defaultDao;
                    var task = dao.GetTaskDao().GetByID(taskId);

                    if (task == null)
                    {
                        continue;
                    }

                    ASC.CRM.Core.Entities.Contact taskContact = null;
                    ASC.CRM.Core.Entities.Cases   taskCase    = null;
                    ASC.CRM.Core.Entities.Deal    taskDeal    = null;

                    if (task.ContactID > 0)
                    {
                        taskContact = dao.GetContactDao().GetByID(task.ContactID);
                    }

                    if (task.EntityID > 0)
                    {
                        switch (task.EntityType)
                        {
                        case EntityType.Case:
                            taskCase = dao.GetCasesDao().GetByID(task.EntityID);
                            break;

                        case EntityType.Opportunity:
                            taskDeal = dao.GetDealDao().GetByID(task.EntityID);
                            break;
                        }
                    }

                    var listItem = dao.GetListItemDao().GetByID(task.CategoryID);

                    SendTaskReminder(task,
                                     listItem != null ? listItem.Title : string.Empty,
                                     taskContact, taskCase, taskDeal);
                }
                catch (Exception ex)
                {
                    logger.Error("SendAutoReminderAboutTask, tenant: " + tenant.GetTenantDomain(coreSettings), ex);
                }
            }

            defaultDao.GetTaskDao().ExecAlert(execAlert);
        }
        protected void SaveOrUpdateDeal(Object sender, CommandEventArgs e)
        {
            int dealID;

            var deal = new Deal
                {
                    Title = Request["nameDeal"],
                    Description = Request["descriptionDeal"],
                    DealMilestoneID = Convert.ToInt32(Request["dealMilestone"])
                };

            int contactID;

            if (int.TryParse(Request["selectedContactID"], out contactID))
                deal.ContactID = contactID;

            int probability;

            if (int.TryParse(Request["probability"], out probability))
                deal.DealMilestoneProbability = probability;

            deal.BidCurrency = Request["bidCurrency"];

            if (String.IsNullOrEmpty(deal.BidCurrency))
                deal.BidCurrency = Global.TenantSettings.DefaultCurrency.Abbreviation;

            if (!String.IsNullOrEmpty(Request["bidValue"]))
            {
                decimal bidValue;

                if (!decimal.TryParse(Request["bidValue"], out bidValue))
                    bidValue = 0;

                deal.BidValue = bidValue;



                deal.BidType = (BidType)Enum.Parse(typeof(BidType), Request["bidType"]);

                if (deal.BidType != BidType.FixedBid)
                {
                    int perPeriodValue;

                    if (int.TryParse(Request["perPeriodValue"], out perPeriodValue))
                        deal.PerPeriodValue = perPeriodValue;
                }
            }
            else
            {
                deal.BidValue = 0;
                deal.BidType = BidType.FixedBid;
            }

            DateTime expectedCloseDate;

            if (!DateTime.TryParse(Request["expectedCloseDate"], out expectedCloseDate))
                expectedCloseDate = DateTime.MinValue;

            deal.ExpectedCloseDate = expectedCloseDate;

            deal.ResponsibleID = new Guid(Request["responsibleID"]);

            var dealMilestone = Global.DaoFactory.GetDealMilestoneDao().GetByID(deal.DealMilestoneID);

            if (TargetDeal == null)
            {
                if (dealMilestone.Status != DealMilestoneStatus.Open)
                    deal.ActualCloseDate = TenantUtil.DateTimeNow();


                dealID = Global.DaoFactory.GetDealDao().CreateNewDeal(deal);
                deal.ID = dealID;
                deal.CreateBy = SecurityContext.CurrentAccount.ID;
                deal.CreateOn = TenantUtil.DateTimeNow();
                deal = Global.DaoFactory.GetDealDao().GetByID(dealID);

                SetPermission(deal);

                if (deal.ResponsibleID != Guid.Empty && deal.ResponsibleID != SecurityContext.CurrentAccount.ID)
                    NotifyClient.Instance.SendAboutResponsibleForOpportunity(deal);
            }
            else
            {
                dealID = TargetDeal.ID;
                deal.ID = TargetDeal.ID;
                deal.ActualCloseDate = TargetDeal.ActualCloseDate;

                if (TargetDeal.ResponsibleID != Guid.Empty && TargetDeal.ResponsibleID != deal.ResponsibleID)
                    NotifyClient.Instance.SendAboutResponsibleForOpportunity(deal);


                if (TargetDeal.DealMilestoneID != deal.DealMilestoneID)
                    deal.ActualCloseDate = dealMilestone.Status != DealMilestoneStatus.Open ? TenantUtil.DateTimeNow() : DateTime.MinValue;

                Global.DaoFactory.GetDealDao().EditDeal(deal);
                deal = Global.DaoFactory.GetDealDao().GetByID(dealID);
                SetPermission(deal);
            }

            var dealMembers = !String.IsNullOrEmpty(Request["selectedMembersID"])
                                  ? Request["selectedMembersID"].Split(new[] { ',' }).Select(
                                      id => Convert.ToInt32(id)).Where(id => id != deal.ContactID).ToList()
                                  : new List<int>();

            if (deal.ContactID > 0 && !dealMembers.Contains(deal.ContactID))
                dealMembers.Add(deal.ContactID);

            Global.DaoFactory.GetDealDao().SetMembers(dealID, dealMembers.ToArray());


            foreach (var customField in Request.Form.AllKeys)
            {
                if (!customField.StartsWith("customField_")) continue;

                var fieldID = Convert.ToInt32(customField.Split('_')[1]);

                var fieldValue = Request.Form[customField];

                if (String.IsNullOrEmpty(fieldValue) && TargetDeal == null)
                    continue;

                Global.DaoFactory.GetCustomFieldDao().SetFieldValue(EntityType.Opportunity, dealID, fieldID, fieldValue);

            }

            if (TargetDeal == null && UrlParameters.ContactID != 0)
                Response.Redirect(String.Format("default.aspx?id={0}#deals", UrlParameters.ContactID));

            Response.Redirect(String.Compare(e.CommandArgument.ToString(), "0", true) == 0
                                  ? String.Format("deals.aspx?id={0}", dealID)
                                  : "deals.aspx?action=manage");
        }
 public static bool CanEdit(Deal deal)
 {
     return (IsAdmin || deal.ResponsibleID == SecurityContext.CurrentAccount.ID || deal.CreateBy == SecurityContext.CurrentAccount.ID || 
         !CRMSecurity.IsPrivate(deal) || GetAccessSubjectTo(deal).ContainsKey(SecurityContext.CurrentAccount.ID));
 }
Example #9
0
 public static void DemandAccessTo(Deal deal)
 {
     if (!CanAccessTo(deal)) throw CreateSecurityException();
 }
Example #10
0
 public static Dictionary<Guid, string> GetAccessSubjectTo(Deal deal)
 {
     return GetAccessSubjectTo((ISecurityObjectId)deal);
 }
Example #11
0
 public static void MakePublic(Deal deal)
 {
     MakePublic((ISecurityObjectId)deal);
 }
Example #12
0
 public static bool CanAccessTo(Deal deal)
 {
     return CanAccessTo((ISecurityObjectId)deal);
 }
Example #13
0
        private void ImportOpportunityData()
        {
            var allUsers = ASC.Core.CoreContext.UserManager.GetUsers(EmployeeStatus.All).ToList();

            using (var CSVFileStream = _dataStore.GetReadStream("temp", _CSVFileURI))
            using (CsvReader csv = ImportFromCSV.CreateCsvReaderInstance(CSVFileStream, _importSettings))
            {
                int currentIndex = 0;

                var customFieldDao = _daoFactory.GetCustomFieldDao();
                var contactDao = _daoFactory.GetContactDao();
                var tagDao = _daoFactory.GetTagDao();
                var dealDao = _daoFactory.GetDealDao();
                var dealMilestoneDao = _daoFactory.GetDealMilestoneDao();

                var findedTags = new Dictionary<int, List<String>>();
                var findedCustomField = new List<CustomField>();
                var findedDeals = new List<Deal>();
                var findedDealMembers = new Dictionary<int, List<int>>();

                var dealMilestones = dealMilestoneDao.GetAll();

                while (csv.ReadNextRecord())
                {
                    _columns = csv.GetCurrentRowFields(false);

                    var obj = new Deal();

                    obj.ID = currentIndex;

                    obj.Title = GetPropertyValue("title");

                    if (String.IsNullOrEmpty(obj.Title)) continue;

                    obj.Description = GetPropertyValue("description");

                    var csvResponsibleValue = GetPropertyValue("responsible");
                    var responsible = allUsers.Where(n => n.DisplayUserName().Equals(csvResponsibleValue)).FirstOrDefault();

                    if (responsible != null)
                        obj.ResponsibleID = responsible.ID;
                    else
                        obj.ResponsibleID = Constants.LostUser.ID;

                    DateTime actualCloseDate;

                    DateTime expectedCloseDate;

                    if (DateTime.TryParse(GetPropertyValue("actual_close_date"), out actualCloseDate))
                        obj.ActualCloseDate = actualCloseDate;

                    if (DateTime.TryParse(GetPropertyValue("expected_close_date"), out expectedCloseDate))
                        obj.ExpectedCloseDate = expectedCloseDate;

                    var currency = CurrencyProvider.Get(GetPropertyValue("bid_currency"));

                    if (currency != null)
                        obj.BidCurrency = currency.Abbreviation;
                    else
                        obj.BidCurrency = Global.TenantSettings.DefaultCurrency.Abbreviation;

                    decimal bidValue;

                    var bidValueStr = GetPropertyValue("bid_amount");

                    if (Decimal.TryParse(bidValueStr, out  bidValue))
                        obj.BidValue = bidValue;
                    else
                        obj.BidValue = 0;


                    var bidTypeStr = GetPropertyValue("bid_type");

                    BidType bidType = BidType.FixedBid;

                    if (!String.IsNullOrEmpty(bidTypeStr))
                    {
                        if (String.Compare(CRMDealResource.BidType_FixedBid, bidTypeStr, true) == 0)
                            bidType = BidType.FixedBid;
                        else if (String.Compare(CRMDealResource.BidType_PerDay, bidTypeStr, true) == 0)
                            bidType = BidType.PerDay;
                        else if (String.Compare(CRMDealResource.BidType_PerHour, bidTypeStr, true) == 0)
                            bidType = BidType.PerHour;
                        else if (String.Compare(CRMDealResource.BidType_PerMonth, bidTypeStr, true) == 0)
                            bidType = BidType.PerMonth;
                        else if (String.Compare(CRMDealResource.BidType_PerWeek, bidTypeStr, true) == 0)
                            bidType = BidType.PerWeek;
                        else if (String.Compare(CRMDealResource.BidType_PerYear, bidTypeStr, true) == 0)
                            bidType = BidType.PerYear;
                    }

                    obj.BidType = bidType;

                    if (obj.BidType != BidType.FixedBid)
                    {
                        int perPeriodValue;

                        if (int.TryParse(GetPropertyValue("per_period_value"), out perPeriodValue))
                            obj.PerPeriodValue = perPeriodValue;
                    }

                    int probabilityOfWinning;

                    if (int.TryParse(GetPropertyValue("probability_of_winning"), out probabilityOfWinning))
                        obj.DealMilestoneProbability = probabilityOfWinning;

                    var dealMilestoneTitle = GetPropertyValue("deal_milestone");

                    var tag = GetPropertyValue("tag");

                    if (!String.IsNullOrEmpty(tag))
                        findedTags.Add(obj.ID, tag.Split(new[] { ',' }, StringSplitOptions.RemoveEmptyEntries).ToList());

                    if (String.IsNullOrEmpty(dealMilestoneTitle))
                        obj.DealMilestoneID = dealMilestones[0].ID;
                    else
                    {
                        var dealMilestone = dealMilestones.Find(item => String.Compare(item.Title, dealMilestoneTitle, true) == 0);

                        if (dealMilestone == null)
                            obj.DealMilestoneID = dealMilestones[0].ID;
                        else
                            obj.DealMilestoneID = dealMilestone.ID;
                    }

                    var contactName = GetPropertyValue("client");

                    var localMembersDeal = new List<int>();

                    if (!String.IsNullOrEmpty(contactName))
                    {
                        var contacts = contactDao.GetContactsByName(contactName);

                        if (contacts.Count > 0)
                        {

                            obj.ContactID = contacts[0].ID;

                            localMembersDeal.Add(obj.ContactID);

                        }
                    }

                    var members = GetPropertyValue("member");

                    if (!String.IsNullOrEmpty(members))
                    {
                        var membersList = members.Split(new[] { ',' }, StringSplitOptions.RemoveEmptyEntries);

                        foreach (var item in membersList)
                        {
                            var findedMember = contactDao.GetContactsByName(item);

                            if (findedMember.Count > 0)
                                localMembersDeal.Add(findedMember[0].ID);
                        }

                    }

                    if (localMembersDeal.Count > 0)
                        findedDealMembers.Add(obj.ID, localMembersDeal);







                    foreach (JProperty jToken in _importSettings.ColumnMapping.Children())
                    {
                        var propertyValue = GetPropertyValue(jToken.Name);

                        if (String.IsNullOrEmpty(propertyValue)) continue;

                        if (!jToken.Name.StartsWith("customField_")) continue;

                        var fieldID = Convert.ToInt32(jToken.Name.Split(new[] { '_' })[1]);

                        findedCustomField.Add(new CustomField
                        {
                            EntityID = obj.ID,
                            EntityType = EntityType.Opportunity,
                            ID = fieldID,
                            Value = propertyValue
                        });
                    }

                    Percentage += 1.0 * 100 / (ImportFromCSV.MaxRoxCount * 2);



                    findedDeals.Add(obj);

                    if (currentIndex + 1 > ImportFromCSV.MaxRoxCount) break;

                    currentIndex++;

                }


                Percentage = 50;

                var newDealIDs = dealDao.SaveDealList(findedDeals);

                Percentage += 12.5;

                findedCustomField.ForEach(item => item.EntityID = newDealIDs[item.EntityID]);

                customFieldDao.SaveList(findedCustomField);

                Percentage += 12.5;

                foreach (var findedDealMemberKey in findedDealMembers.Keys)
                {
                    dealDao.SetMembers(newDealIDs[findedDealMemberKey], findedDealMembers[findedDealMemberKey].ToArray());
                }

                Percentage += 12.5;

                foreach (var findedTagKey in findedTags.Keys)
                {
                    tagDao.SetTagToEntity(EntityType.Opportunity, newDealIDs[findedTagKey], findedTags[findedTagKey].ToArray());
                }

                if (_importSettings.IsPrivate)
                    findedDeals.ForEach(dealItem => CRMSecurity.SetAccessTo(dealItem, _importSettings.AccessList));

                Percentage += 12.5;
            }

            Complete();
        }
Example #14
0
        public static void DemandCreateOrUpdate(Deal deal)
        {
            if (string.IsNullOrEmpty(deal.Title) || deal.ResponsibleID == Guid.Empty ||
                deal.DealMilestoneID <= 0 || string.IsNullOrEmpty(deal.BidCurrency))
                throw new ArgumentException();


            var listItem = Global.DaoFactory.GetDealMilestoneDao().GetByID(deal.DealMilestoneID);
            if (listItem == null) throw new ArgumentException("Deal milestone is not found");

            if (deal.ContactID != 0)
            {
                var contact = Global.DaoFactory.GetContactDao().GetByID(deal.ContactID);
                if (contact == null) throw new ArgumentException();
                CRMSecurity.DemandAccessTo(contact);
            }

            if (string.IsNullOrEmpty(deal.BidCurrency))
            {
                throw new ArgumentException();
            }
            else
            {
                if (CurrencyProvider.Get(deal.BidCurrency.ToUpper()) == null)
                {
                    throw new ArgumentException();
                }
            }
        }
Example #15
0
 public static void DemandDelete(Deal deal)
 {
     if (!CanDelete(deal)) throw CreateSecurityException();
 }
Example #16
0
 public static void DemandEdit(Deal deal)
 {
     if (!CanEdit(deal)) throw CreateSecurityException();
 }
Example #17
0
 public static bool CanDelete(Deal deal)
 {
     return CanEdit(deal);
 }
Example #18
0
 public override void EditDeal(Deal deal)
 {
     ResetCache(deal.ID);
     base.EditDeal(deal);
 }
        public void SendTaskReminder(Task task, String taskCategoryTitle, Contact taskContact, ASC.CRM.Core.Entities.Cases taskCase, ASC.CRM.Core.Entities.Deal taskDeal)
        {
            var recipient = ToRecipient(task.ResponsibleID);

            if (recipient == null)
            {
                return;
            }

            var deadLineString = task.DeadLine.Hour == 0 && task.DeadLine.Minute == 0
                ? task.DeadLine.ToShortDateString()
                : task.DeadLine.ToString(CultureInfo.InvariantCulture);

            string taskContactRelativeUrl = null;
            string taskContactTitle       = null;

            string taskCaseRelativeUrl = null;
            string taskCaseTitle       = null;

            string taskDealRelativeUrl = null;
            string taskDealTitle       = null;

            if (taskContact != null)
            {
                taskContactRelativeUrl = String.Format("Products/CRM/Default.aspx?id={0}{1}", taskContact.ID, taskContact is Person ? "&type=people" : "");
                taskContactTitle       = taskContact.GetTitle();
            }

            if (taskCase != null)
            {
                taskCaseRelativeUrl = String.Format("Products/CRM/Cases.aspx?id={0}", taskCase.ID);
                taskCaseTitle       = taskCase.Title.HtmlEncode();
            }

            if (taskDeal != null)
            {
                taskDealRelativeUrl = String.Format("Products/CRM/Deals.aspx?id={0}", taskDeal.ID);
                taskDealTitle       = taskDeal.Title.HtmlEncode();
            }


            client.SendNoticeToAsync(
                NotifyConstants.Event_TaskReminder,
                null,
                new[] { recipient },
                true,
                new TagValue(NotifyConstants.Tag_EntityTitle, task.Title),
                new TagValue(NotifyConstants.Tag_AdditionalData,
                             new Hashtable {
                { "TaskDescription", HttpUtility.HtmlEncode(task.Description) },
                { "TaskCategory", taskCategoryTitle },

                { "ContactRelativeUrl", taskContactRelativeUrl },
                { "ContactTitle", taskContactTitle },

                { "CaseRelativeUrl", taskCaseRelativeUrl },
                { "CaseTitle", taskCaseTitle },

                { "DealRelativeUrl", taskDealRelativeUrl },
                { "DealTitle", taskDealTitle },

                { "DueDate", deadLineString }
            })
                );
        }
Example #20
0
        protected void ExecDealActionView(Deal targetDeal)
        {
            var dealActionViewControl = (DealActionView)LoadControl(DealActionView.Location);
            dealActionViewControl.TargetDeal = targetDeal;
            CommonContainerHolder.Controls.Add(dealActionViewControl);

            var headerTitle = targetDeal == null ? CRMDealResource.CreateNewDeal : String.Format(CRMDealResource.EditDealLabel, targetDeal.Title);
            Master.CurrentPageCaption = headerTitle;
            Title = HeaderStringHelper.GetPageTitle(headerTitle);
        }
Example #21
0
 public static void SetAccessTo(Deal deal, List<Guid> subjectID)
 {
     SetAccessTo((ISecurityObjectId)deal, subjectID);
 }
        protected void SaveOrUpdateDeal(Object sender, CommandEventArgs e)
        {
            var dao = Global.DaoFactory;
            int dealID;

            var _isPrivate = false;
            var _selectedUsersWithoutCurUsr = new List<Guid>();

            #region BaseInfo

            var deal = new Deal
                {
                    Title = Request["nameDeal"],
                    Description = Request["descriptionDeal"],
                    DealMilestoneID = Convert.ToInt32(Request["dealMilestone"])
                };

            int contactID;
            if (int.TryParse(Request["selectedContactID"], out contactID))
                deal.ContactID = contactID;

            int probability;
            if (int.TryParse(Request["probability"], out probability))
                deal.DealMilestoneProbability = probability;

            if (deal.DealMilestoneProbability < 0) deal.DealMilestoneProbability = 0;
            if (deal.DealMilestoneProbability > 100) deal.DealMilestoneProbability = 100;

            deal.BidCurrency = Request["bidCurrency"];

            if (String.IsNullOrEmpty(deal.BidCurrency))
                deal.BidCurrency = Global.TenantSettings.DefaultCurrency.Abbreviation;
            else
                deal.BidCurrency = deal.BidCurrency.ToUpper();

            if (!String.IsNullOrEmpty(Request["bidValue"]))
            {
                decimal bidValue;
                if (!decimal.TryParse(Request["bidValue"], out bidValue))
                    bidValue = 0;

                deal.BidValue = bidValue;
                deal.BidType = (BidType)Enum.Parse(typeof(BidType), Request["bidType"]);

                if (deal.BidType != BidType.FixedBid)
                {
                    int perPeriodValue;

                    if (int.TryParse(Request["perPeriodValue"], out perPeriodValue))
                        deal.PerPeriodValue = perPeriodValue;
                }
            }
            else
            {
                deal.BidValue = 0;
                deal.BidType = BidType.FixedBid;
            }

            DateTime expectedCloseDate;

            if (!DateTime.TryParse(Request["expectedCloseDate"], out expectedCloseDate))
                expectedCloseDate = DateTime.MinValue;
            deal.ExpectedCloseDate = expectedCloseDate;

            deal.ResponsibleID = new Guid(Request["responsibleID"]);

            #endregion

            #region Validation

            CRMSecurity.DemandCreateOrUpdate(deal);

            if (HavePermission)
            {
                var CurrentAccountID = SecurityContext.CurrentAccount.ID;

                bool value;
                if (bool.TryParse(Request.Form["isPrivateDeal"], out value))
                {
                    _isPrivate = value;
                }

                if (_isPrivate)
                {
                    _selectedUsersWithoutCurUsr = Request.Form["selectedPrivateUsers"]
                        .Split(new[] { ',' }, StringSplitOptions.RemoveEmptyEntries)
                        .Select(item => new Guid(item)).Where(i => i != CurrentAccountID).Distinct().ToList();

                    foreach (var uID in _selectedUsersWithoutCurUsr) {
                        var usr = CoreContext.UserManager.GetUsers(uID);
                        if (usr.IsVisitor()) throw new ArgumentException();
                    }

                    if (deal.ResponsibleID != CurrentAccountID)
                    {
                        _selectedUsersWithoutCurUsr.Add(deal.ResponsibleID);

                        var responsible = CoreContext.UserManager.GetUsers(deal.ResponsibleID);
                        if (responsible.IsVisitor()) throw new ArgumentException("responsible user cannot be visitor");
                    }
                }
            }


            #endregion

            var dealMilestone = dao.GetDealMilestoneDao().GetByID(deal.DealMilestoneID);
            if (TargetDeal == null)
            {
                if (dealMilestone.Status != DealMilestoneStatus.Open)
                    deal.ActualCloseDate = TenantUtil.DateTimeNow();

                dealID = dao.GetDealDao().CreateNewDeal(deal);
                deal.ID = dealID;
                deal.CreateBy = SecurityContext.CurrentAccount.ID;
                deal.CreateOn = TenantUtil.DateTimeNow();
                deal = dao.GetDealDao().GetByID(dealID);

                SetPermission(deal, _isPrivate, _selectedUsersWithoutCurUsr);

                if (deal.ResponsibleID != Guid.Empty && deal.ResponsibleID != SecurityContext.CurrentAccount.ID)
                {
                    NotifyClient.Instance.SendAboutResponsibleForOpportunity(deal);
                }
                MessageService.Send(HttpContext.Current.Request, MessageAction.OpportunityCreated, deal.Title);
            }
            else
            {
                dealID = TargetDeal.ID;
                deal.ID = TargetDeal.ID;
                deal.ActualCloseDate = TargetDeal.ActualCloseDate;

                if (TargetDeal.ResponsibleID != Guid.Empty && TargetDeal.ResponsibleID != deal.ResponsibleID)
                    NotifyClient.Instance.SendAboutResponsibleForOpportunity(deal);


                if (TargetDeal.DealMilestoneID != deal.DealMilestoneID)
                    deal.ActualCloseDate = dealMilestone.Status != DealMilestoneStatus.Open ? TenantUtil.DateTimeNow() : DateTime.MinValue;

                dao.GetDealDao().EditDeal(deal);
                deal = dao.GetDealDao().GetByID(dealID);
                SetPermission(deal, _isPrivate, _selectedUsersWithoutCurUsr);
                MessageService.Send(HttpContext.Current.Request, MessageAction.OpportunityUpdated, deal.Title);
            }

            #region Members

            var dealMembers = !String.IsNullOrEmpty(Request["selectedMembersID"])
                                  ? Request["selectedMembersID"].Split(new[] { ',' }).Select(
                                      id => Convert.ToInt32(id)).Where(id => id != deal.ContactID).ToList()
                                  : new List<int>();

            var dealMembersContacts = dao.GetContactDao().GetContacts(dealMembers.ToArray()).Where(CRMSecurity.CanAccessTo).ToList();
            dealMembers = dealMembersContacts.Select(m => m.ID).ToList();

            if (deal.ContactID > 0)
                dealMembers.Add(deal.ContactID);

            dao.GetDealDao().SetMembers(dealID, dealMembers.ToArray());

            #endregion

            #region CustomFields

            foreach (var customField in Request.Form.AllKeys)
            {
                if (!customField.StartsWith("customField_")) continue;

                var fieldID = Convert.ToInt32(customField.Split('_')[1]);

                var fieldValue = Request.Form[customField];

                if (String.IsNullOrEmpty(fieldValue) && TargetDeal == null)
                    continue;

                dao.GetCustomFieldDao().SetFieldValue(EntityType.Opportunity, dealID, fieldID, fieldValue);

            }

            #endregion

            if (TargetDeal == null && UrlParameters.ContactID != 0)
                Response.Redirect(String.Format("default.aspx?id={0}#deals", UrlParameters.ContactID));

            Response.Redirect(String.Compare(e.CommandArgument.ToString(), "0", true) == 0
                                  ? String.Format("deals.aspx?id={0}", dealID)
                                  : "deals.aspx?action=manage");
        }
Example #23
0
 public static bool IsPrivate(Deal deal)
 {
     return IsPrivate((ISecurityObjectId)deal);
 }
        protected void SetPermission(Deal deal, bool isPrivate, List<Guid> selectedUsersWithoutCurUsr)
        {
            if (HavePermission)
            {
                var notifyPrivateUsers = false;

                bool value;
                if (bool.TryParse(Request.Form["notifyPrivateUsers"], out value))
                {
                    notifyPrivateUsers = value;
                }

                if (isPrivate)
                {
                    if (notifyPrivateUsers)
                        Services.NotifyService.NotifyClient.Instance.SendAboutSetAccess(EntityType.Opportunity, deal.ID, selectedUsersWithoutCurUsr.ToArray());

                    selectedUsersWithoutCurUsr.Add(SecurityContext.CurrentAccount.ID);

                    CRMSecurity.SetAccessTo(deal, selectedUsersWithoutCurUsr);
                }
                else
                {
                    CRMSecurity.MakePublic(deal);
                }
            }
        }
Example #25
0
 public static List<Guid> GetAccessSubjectGuidsTo(Deal deal)
 {
     return GetAccessSubjectGuidsTo((ISecurityObjectId)deal);
 }
Example #26
0
        private static Deal ToDeal(object[] r)
        {
            var deal = new Deal
                {
                    ID = Convert.ToInt32(r[0]),
                    Title = Convert.ToString(r[1]),
                    Description = Convert.ToString(r[2]),
                    ResponsibleID = new Guid(Convert.ToString(r[3])),
                    CreateBy = new Guid(Convert.ToString(r[4])),
                    CreateOn = Convert.ToDateTime(r[5]),
                    LastModifedBy = new Guid(Convert.ToString(r[6])),
                    LastModifedOn = Convert.ToDateTime(r[7])
                };

            var contactId = Convert.ToInt32(r[8]);
            if (!string.IsNullOrEmpty(Convert.ToString(r[9])))
            {
                var isCompany = Convert.ToBoolean(r[9]);
                if (contactId > 0 && isCompany)
                {
                    deal.Contact = new Company
                        {
                            ID = Convert.ToInt32(r[10]),
                            About = Convert.ToString(r[11]),
                            CompanyName = Convert.ToString(r[14]),
                            CreateBy = new Guid(Convert.ToString(r[17])),
                            CreateOn = Convert.ToDateTime(r[18]),
                            LastModifedBy = new Guid(Convert.ToString(r[19])),
                            LastModifedOn = Convert.ToDateTime(r[20])
                        };
                }
                else
                {
                    deal.Contact = new Person
                        {
                            ID = Convert.ToInt32(r[10]),
                            About = Convert.ToString(r[11]),
                            FirstName = Convert.ToString(r[12]),
                            LastName = Convert.ToString(r[13]),
                            CompanyID = Convert.ToInt32(r[15]),
                            JobTitle = Convert.ToString(r[16]),
                            CreateBy = new Guid(Convert.ToString(r[17])),
                            CreateOn = Convert.ToDateTime(r[18]),
                            LastModifedBy = new Guid(Convert.ToString(r[19])),
                            LastModifedOn = Convert.ToDateTime(r[20])
                        };
                }
            }

            return deal;
        }
        public void SendAboutResponsibleForOpportunity(Deal deal)
        {
            var recipient = ToRecipient(deal.ResponsibleID);

            if (recipient == null) return;

            client.SendNoticeToAsync(
            NotifyConstants.Event_ResponsibleForOpportunity,
            null,
            new[] { recipient },
            true,
            new TagValue(NotifyConstants.Tag_EntityTitle, deal.Title),
            new TagValue(NotifyConstants.Tag_EntityID, deal.ID),
            new TagValue(NotifyConstants.Tag_AdditionalData,
            new Hashtable { 
                      { "OpportunityDescription", HttpUtility.HtmlEncode(deal.Description) }
                 }));
        }
Example #28
0
        public static void SendAutoReminderAboutTask(DateTime scheduleDate)
        {
            var execAlert = new List <int>();

            var defaultDao = new DaoFactory(Tenant.DEFAULT_TENANT, CRMConstants.StorageModule);

            foreach (var row in defaultDao.GetTaskDao()
                     .GetInfoForReminder(scheduleDate))
            {
                var tenantId      = Convert.ToInt32(row[0]);
                var taskId        = Convert.ToInt32(row[1]);
                var deadline      = Convert.ToDateTime(row[2]);
                var alertValue    = Convert.ToInt32(row[3]);
                var responsibleID = !string.IsNullOrEmpty(Convert.ToString(row[4])) ? new Guid(Convert.ToString(row[4])) : Guid.Empty;

                var deadlineReminderDate = deadline.AddMinutes(-alertValue);

                if (deadlineReminderDate.Subtract(scheduleDate).Minutes > 1)
                {
                    continue;
                }

                execAlert.Add(taskId);

                var tenant = CoreContext.TenantManager.GetTenant(tenantId);
                if (tenant == null ||
                    tenant.Status != TenantStatus.Active ||
                    TariffState.NotPaid <= CoreContext.PaymentManager.GetTariff(tenant.TenantId).State)
                {
                    continue;
                }

                try
                {
                    CoreContext.TenantManager.SetCurrentTenant(tenant);
                    SecurityContext.AuthenticateMe(ASC.Core.Configuration.Constants.CoreSystem);

                    var user = CoreContext.UserManager.GetUsers(responsibleID);

                    if (!(!Constants.LostUser.Equals(user) && user.Status == EmployeeStatus.Active))
                    {
                        continue;
                    }

                    SecurityContext.AuthenticateMe(user.ID);

                    Thread.CurrentThread.CurrentCulture   = user.GetCulture();
                    Thread.CurrentThread.CurrentUICulture = user.GetCulture();

                    var dao  = new DaoFactory(tenantId, CRMConstants.StorageModule);
                    var task = dao.GetTaskDao().GetByID(taskId);

                    if (task == null)
                    {
                        continue;
                    }

                    ASC.CRM.Core.Entities.Contact taskContact = null;
                    ASC.CRM.Core.Entities.Cases   taskCase    = null;
                    ASC.CRM.Core.Entities.Deal    taskDeal    = null;

                    if (task.ContactID > 0)
                    {
                        taskContact = dao.GetContactDao().GetByID(task.ContactID);
                    }

                    if (task.EntityID > 0)
                    {
                        switch (task.EntityType)
                        {
                        case EntityType.Case:
                            taskCase = dao.GetCasesDao().GetByID(task.EntityID);
                            break;

                        case EntityType.Opportunity:
                            taskDeal = dao.GetDealDao().GetByID(task.EntityID);
                            break;
                        }
                    }

                    var listItem = dao.GetListItemDao().GetByID(task.CategoryID);

                    NotifyClient.Instance.SendTaskReminder(task, listItem != null ? listItem.Title : string.Empty, taskContact, taskCase, taskDeal);
                }
                catch (Exception ex)
                {
                    LogManager.GetLogger("ASC.CRM.Tasks").Error("SendAutoReminderAboutTask, tenant: " + tenant.TenantDomain, ex);
                }
            }

            defaultDao.GetTaskDao().ExecAlert(execAlert);
        }
Example #29
0
 private Feed ToFeed(Deal deal)
 {
     var itemId = "/products/crm/deals.aspx?id=" + deal.ID + "#profile";
     return new Feed(deal.CreateBy, deal.CreateOn)
         {
             Item = item,
             ItemId = deal.ID.ToString(CultureInfo.InvariantCulture),
             ItemUrl = CommonLinkUtility.ToAbsolute(itemId),
             Product = Product,
             Module = Name,
             Title = deal.Title,
             Description = Helper.GetHtmlDescription(HttpUtility.HtmlEncode(deal.Description)),
             AdditionalInfo = deal.Contact.GetTitle(),
             Keywords = string.Format("{0} {1}", deal.Title, deal.Description),
             HasPreview = false,
             CanComment = false,
             GroupId = GetGroupId(item, deal.CreateBy)
         };
 }
Example #30
0
 public virtual int CreateNewDeal(Deal deal)
 {
     using (var db = GetDb())
     {
         return CreateNewDeal(deal, db);
     }
 }
Example #31
0
        public void SendAboutResponsibleByTask(Task task, String taskCategoryTitle, Contact taskContact, ASC.CRM.Core.Entities.Cases taskCase, ASC.CRM.Core.Entities.Deal taskDeal, Hashtable fileListInfoHashtable)
        {
            var recipient = ToRecipient(task.ResponsibleID);

            if (recipient == null)
            {
                return;
            }

            task.DeadLine = TenantUtil.DateTimeFromUtc(task.DeadLine);
            var deadLineString = task.DeadLine.Hour == 0 && task.DeadLine.Minute == 0
                ? task.DeadLine.ToShortDateString()
                : task.DeadLine.ToString();


            string taskContactRelativeUrl = null;
            string taskContactTitle       = null;

            string taskCaseRelativeUrl = null;
            string taskCaseTitle       = null;

            string taskDealRelativeUrl = null;
            string taskDealTitle       = null;

            if (taskContact != null)
            {
                taskContactRelativeUrl = String.Format("products/crm/default.aspx?id={0}{1}", taskContact.ID, taskContact is Person ? "&type=people" : "");
                taskContactTitle       = taskContact.GetTitle();
            }

            if (taskCase != null)
            {
                taskCaseRelativeUrl = String.Format("products/crm/cases.aspx?id={0}", taskCase.ID);
                taskCaseTitle       = taskCase.Title.HtmlEncode();
            }

            if (taskDeal != null)
            {
                taskDealRelativeUrl = String.Format("products/crm/deals.aspx?id={0}", taskDeal.ID);
                taskDealTitle       = taskDeal.Title.HtmlEncode();
            }

            client.SendNoticeToAsync(
                NotifyConstants.Event_ResponsibleForTask,
                null,
                new[] { recipient },
                true,
                new TagValue(NotifyConstants.Tag_EntityTitle, task.Title),
                new TagValue(NotifyConstants.Tag_AdditionalData,
                             new Hashtable {
                { "TaskDescription", HttpUtility.HtmlEncode(task.Description) },
                { "Files", fileListInfoHashtable },
                { "TaskCategory", taskCategoryTitle },

                { "ContactRelativeUrl", taskContactRelativeUrl },
                { "ContactTitle", taskContactTitle },

                { "CaseRelativeUrl", taskCaseRelativeUrl },
                { "CaseTitle", taskCaseTitle },

                { "DealRelativeUrl", taskDealRelativeUrl },
                { "DealTitle", taskDealTitle },

                { "DueDate", deadLineString }
            })
                );
        }
Example #32
0
        private int CreateNewDeal(Deal deal, DbManager db)
        {

            if (String.IsNullOrEmpty(deal.Title) || deal.ResponsibleID == Guid.Empty || deal.DealMilestoneID <= 0)
                throw new ArgumentException();

            // Delete relative  keys
            _cache.Insert(_dealCacheKey, String.Empty);


            var dealID = db.ExecuteScalar<int>(
                Insert("crm_deal")
                .InColumnValue("id", 0)
                .InColumnValue("title", deal.Title)
                .InColumnValue("description", deal.Description)
                .InColumnValue("responsible_id", deal.ResponsibleID)
                .InColumnValue("contact_id", deal.ContactID)
                .InColumnValue("bid_currency", deal.BidCurrency)
                .InColumnValue("bid_value", deal.BidValue)
                .InColumnValue("bid_type", deal.BidType)
                .InColumnValue("deal_milestone_id", deal.DealMilestoneID)
                .InColumnValue("deal_milestone_probability", deal.DealMilestoneProbability)
                .InColumnValue("expected_close_date", TenantUtil.DateTimeToUtc(deal.ExpectedCloseDate))
                .InColumnValue("actual_close_date", TenantUtil.DateTimeToUtc(deal.ActualCloseDate))
                .InColumnValue("per_period_value", deal.PerPeriodValue)
                .InColumnValue("create_on", TenantUtil.DateTimeToUtc(TenantUtil.DateTimeNow()))
                .InColumnValue("create_by", ASC.Core.SecurityContext.CurrentAccount.ID)
                .InColumnValue("last_modifed_on", TenantUtil.DateTimeToUtc(TenantUtil.DateTimeNow()))
                .InColumnValue("last_modifed_by", ASC.Core.SecurityContext.CurrentAccount.ID)
                .Identity(1, 0, true));

            //    if (deal.ContactID > 0)
            //      AddMember(dealID, deal.ContactID);

            return dealID;
        }
        protected void SetPermission(Deal deal)
        {
            if (CRMSecurity.IsAdmin || deal.CreateBy == SecurityContext.CurrentAccount.ID)
            {
                var isPrivate = false;
                var notifyPrivateUsers = false;

                bool value;
                if (bool.TryParse(Request.Form["isPrivateDeal"], out value))
                {
                    isPrivate = value;
                }
                if (bool.TryParse(Request.Form["notifyPrivateUsers"], out value))
                {
                    notifyPrivateUsers = value;
                }

                if (isPrivate)
                {
                    var selectedUsers = Request.Form["selectedPrivateUsers"]
                        .Split(new[] { ',' }, StringSplitOptions.RemoveEmptyEntries)
                        .Select(item => new Guid(item)).ToList();

                    var responsibleID = new Guid(Request["responsibleID"]);
                    if (responsibleID != SecurityContext.CurrentAccount.ID)
                    {
                        selectedUsers.Add(responsibleID);
                    }

                    if (notifyPrivateUsers)
                        Services.NotifyService.NotifyClient.Instance.SendAboutSetAccess(EntityType.Opportunity, deal.ID, selectedUsers.ToArray());

                    selectedUsers.Add(SecurityContext.CurrentAccount.ID);

                    CRMSecurity.SetAccessTo(deal, selectedUsers);
                }
                else
                {
                    CRMSecurity.MakePublic(deal);
                }
            }
        }
Example #34
0
        public virtual void EditDeal(Deal deal)
        {
            CRMSecurity.DemandEdit(deal);

            //   var oldDeal = GetByID(deal.ID);

            //   if (oldDeal.ContactID > 0)
            //      RemoveMember(oldDeal.ID, oldDeal.ContactID);

            //    AddMember(deal.ID, deal.ContactID);

            using (var db = GetDb())
            {
                db.ExecuteNonQuery(
                    Update("crm_deal")
                    .Set("title", deal.Title)
                    .Set("description", deal.Description)
                    .Set("responsible_id", deal.ResponsibleID)
                    .Set("contact_id", deal.ContactID)
                    .Set("bid_currency", deal.BidCurrency)
                    .Set("bid_value", deal.BidValue)
                    .Set("bid_type", deal.BidType)
                    .Set("deal_milestone_id", deal.DealMilestoneID)
                    .Set("deal_milestone_probability", deal.DealMilestoneProbability)
                    .Set("expected_close_date", TenantUtil.DateTimeToUtc(deal.ExpectedCloseDate))
                    .Set("per_period_value", deal.PerPeriodValue)
                    .Set("actual_close_date", TenantUtil.DateTimeToUtc(deal.ActualCloseDate))
                    .Set("last_modifed_on", TenantUtil.DateTimeToUtc(TenantUtil.DateTimeNow()))
                    .Set("last_modifed_by", ASC.Core.SecurityContext.CurrentAccount.ID)
                    .Where(Exp.Eq("id", deal.ID))
                    );
            }
        }