public override ConversionResult <BAccount> Convert(AccountConversionOptions options = null)
{
// do nothing if account already exist
if (ExistingAccount.SelectSingle() is BAccount account)
{
//PXTrace.WriteVerbose($"Using existing account: {account.AcctCD}.");
return(new ConversionResult <BAccount>
{
Converted = false,
Entity = account,
});
}
return(base.Convert(options));
}
protected override BAccount CreateMaster(BusinessAccountMaint graph, AccountConversionOptions config)
{
var param = AccountInfo.Current;
var document = Documents.Current;
var docContact = Contacts.Current ?? Contacts.SelectSingle();
var docAddress = Addresses.Current ?? Addresses.SelectSingle();
object cd = param.BAccountID;
graph.BAccount.Cache.RaiseFieldUpdating <BAccount.acctCD>(null, ref cd);
BAccount account = graph.BAccount.Insert(new BAccount
{
AcctCD = (string)cd,
AcctName = param.AccountName,
Type = BAccountType.ProspectType,
ParentBAccountID = document.ParentBAccountID,
CampaignSourceID = document.CampaignID,
});
account.ClassID = param.AccountClass; // In case of (param.AccountClass == null) constructor fills ClassID with default value, so we have to set this directly.
CRCustomerClass ocls = PXSelect <
CRCustomerClass,
Where <
CRCustomerClass.cRCustomerClassID, Equal <Required <CRCustomerClass.cRCustomerClassID> > > >
.SelectSingleBound(graph, null, account.ClassID);
if (ocls?.DefaultOwner == CRDefaultOwnerAttribute.Source)
{
account.WorkgroupID = document.WorkgroupID;
account.OwnerID = document.OwnerID;
}
account = graph.BAccount.Update(account);
if (param.LinkContactToAccount == true)
{
// in case of opportunity
Contact contact = PXSelect <Contact, Where <Contact.contactID, Equal <Required <CROpportunity.contactID> > > > .Select(graph, document.RefContactID);
if (contact != null)
{
graph.Answers.CopyAttributes(account, contact);
contact.BAccountID = account.BAccountID;
graph.Contacts.Update(contact);
}
}
var defContact = graph.DefContact.SelectSingle()
?? throw new InvalidOperationException("Cannot get Contact for Business Account."); // just to ensure
MapContact(docContact, account, ref defContact);
MapConsentable(docContact, defContact);
defContact = graph.DefContact.Update(defContact);
var defAddress = graph.AddressCurrent.SelectSingle()
?? throw new InvalidOperationException("Cannot get Address for Business Account."); // just to ensure
MapAddress(docAddress, account, ref defAddress);
defAddress = graph.AddressCurrent.Update(defAddress);
CR.Location location = graph.DefLocation.Select();
location.DefAddressID = defAddress.AddressID;
location.CTaxZoneID = document.TaxZoneID; // Saving tax zone before ReverseDocumentUpdate() removes it
graph.DefLocation.Update(location);
ReverseDocumentUpdate(graph, account);
FillRelations(graph.Relations, account);
FillAttributes(graph.Answers, account);
TransferActivities(graph, account);
// Copy Note text and Files references
CRSetup setup = PXSetupOptional <CRSetup> .Select(graph);
PXNoteAttribute.CopyNoteAndFiles(graph.Caches <TMain>(), GetMain(document), graph.CurrentBAccount.Cache, account, setup);
return(account);
}
