public ActionResult Create(LeadViewModel leadViewModel)
{
var lead = new Lead();
lead.Company = leadViewModel.Company;
lead.ExpectedValue = leadViewModel.ExpectedValue;
lead.ProbabilityOfSale = leadViewModel.ProbabilityOfSale;
lead.Status = new Tuple<int, string>(leadViewModel.Status, "");
lead.NextFollowUp = leadViewModel.NextFollowUp;
lead.StreetAddress = leadViewModel.StreetAddress;
lead.City = leadViewModel.City;
lead.State = leadViewModel.State;
lead.Zip = leadViewModel.Zip;
lead.Country = leadViewModel.Country;
if (leadViewModel.LeadContacts != null && leadViewModel.LeadContacts.Any())
lead.Contacts = leadViewModel.LeadContacts.ToDictionary(k => k.Value, v => v.Value.ToString());
if (leadViewModel.LeadOwners != null && leadViewModel.LeadOwners.Any())
lead.LeadOwners = leadViewModel.LeadOwners.ToDictionary(k => k.Value, v => v.Value.ToString());
int itemId = lead.CreateLead(lead);
return RedirectToAction("Index");
}
public ActionResult Delete(int id)
{
var lead = new Lead();
try
{
lead.DeleteLead(id);
TempData["message"] = "Lead deleted successfully";
}
catch (PodioException ex)
{
TempData["error"] = ex.Error.ErrorDescription;
}
return RedirectToAction("Index");
}
public ActionResult Create()
{
var lead = new Lead();
var spaceContacts = lead.GetSpaceContacts();
var spaceUsers = lead.GetUsers();
var statuses = lead.GetAllStatuses();
var leadContactsItems = spaceContacts.Select(x => new SelectListItem { Text = x.Name, Value = x.ProfileId.ToString() });
var leadOwnerItems = spaceUsers.Select(x => new SelectListItem { Text = x.Name, Value = x.ProfileId.ToString() });
var statusOptions = statuses.Select(x => new SelectListItem { Text = x.Value.ToString(), Value = x.Key.ToString() });
var model = new LeadViewModel();
model.LeadContactsOptions = leadContactsItems;
model.LeadOwnersOptions = leadOwnerItems;
model.StatusOptions = statusOptions;
return View(model);
}
public async Task<ActionResult> Filter(LeadListingViewModel leadListingModel)
{
var lead = new Lead();
var model = new LeadListingViewModel();
try
{
DateTime? nextFollowUpFromDate = leadListingModel.NextFollowUpFrom;
DateTime? nextFollowUpToDate = leadListingModel.NextFollowUpTo;
decimal? expectedValueFrom = leadListingModel.ExpectedValueFrom;
decimal? expectedValueTo = leadListingModel.ExpectedValueTo;
int? status = leadListingModel.Status;
int? leadOwner = leadListingModel.LeadOwner;
IEnumerable<Contact> spaceUsers = await lead.GetUsers();
Dictionary<int, string> statuses = await lead.GetAllStatuses();
IEnumerable<Lead> leads = await lead.GetAllLeads(nextFollowUpFromDate, nextFollowUpToDate, expectedValueFrom, expectedValueTo, status, leadOwner);
model.LeadOwnersOptions = new SelectList(spaceUsers, "ProfileId", "Name", leadOwner);
model.StatusOptions = new SelectList(statuses, "Key", "Value", status);
if (leads.Any())
{
model.Leads = leads.Select(x =>
new LeadView
{
Company = x.Company,
LeadOwners = x.LeadOwners,
ExpectedValue = x.ExpectedValue,
Status = x.Status,
NextFollowUp = x.NextFollowUp,
PodioItemID = x.PodioItemID
});
}
}
catch (PodioException ex)
{
ViewBag.error = ex.Error.ErrorDescription;
}
return View("Index", model);
}
public async Task<ActionResult> Index()
{
ViewBag.message = TempData["message"];
ViewBag.error = TempData["error"];
var model = new LeadListingViewModel();
var lead = new Lead();
try
{
var getSpaceUsersTask = lead.GetUsers();
var getStatusesTask = lead.GetAllStatuses();
var getLeadsTask = lead.GetAllLeads();
await System.Threading.Tasks.Task.WhenAll(getSpaceUsersTask, getStatusesTask, getLeadsTask);
model.LeadOwnersOptions = new SelectList(getSpaceUsersTask.Result, "ProfileId", "Name");
model.StatusOptions = new SelectList(getStatusesTask.Result, "Key", "Value");
var leads = getLeadsTask.Result;
if (leads.Any())
{
model.Leads = leads.Select(x =>
new LeadView
{
Company = x.Company,
LeadOwners = x.LeadOwners,
ExpectedValue = x.ExpectedValue,
Status = x.Status,
NextFollowUp = x.NextFollowUp,
PodioItemID = x.PodioItemID
}).ToList();
}
}
catch (PodioException ex)
{
ViewBag.error = ex.Error.ErrorDescription;
}
return View(model);
}
public ActionResult Create()
{
var lead = new Lead();
var model = new LeadViewModel();
try
{
List<Contact> spaceContacts = lead.GetSpaceContacts();
List<Contact> spaceUsers = lead.GetUsers();
Dictionary<int, string> statuses = lead.GetAllStatuses();
model.LeadContactsOptions = new SelectList(spaceContacts, "ProfileId", "Name");
model.LeadOwnersOptions = new SelectList(spaceUsers, "ProfileId", "Name");
model.StatusOptions = new SelectList(statuses, "Key", "Value");
}
catch (PodioException ex)
{
ViewBag.error = ex.Error.ErrorDescription;
}
return View(model);
}
public ActionResult Filter(FormCollection formCollection)
{
var nextFollowUpFromDate = !string.IsNullOrEmpty(formCollection["inputFromDate"]) ? DateTime.Parse(formCollection["inputFromDate"]) : (DateTime?)null;
var nextFollowUpToDate = !string.IsNullOrEmpty(formCollection["inputToDate"]) ? DateTime.Parse(formCollection["inputToDate"]) : (DateTime?)null;
var expectedValueFrom = !string.IsNullOrEmpty(formCollection["inputExpectedValueFrom"]) ? int.Parse(formCollection["inputExpectedValueFrom"]) : (int?)null;
var expectedValueTo = !string.IsNullOrEmpty(formCollection["inputExpectedValueTo"]) ? int.Parse(formCollection["inputExpectedValueTo"]) : (int?)null;
var status = !string.IsNullOrEmpty(formCollection["ddlStatus"]) && formCollection["ddlStatus"] != "-1" ? int.Parse(formCollection["ddlStatus"]) : (int?)null;
var leadOwner = !string.IsNullOrEmpty(formCollection["ddlLeadOwner"]) && formCollection["ddlLeadOwner"] != "-1" ? int.Parse(formCollection["ddlLeadOwner"]) : (int?)null;
var lead = new Lead();
var spaceUsers = lead.GetUsers();
var statuses = lead.GetAllStatuses();
var leads = lead.GetAllLeads(nextFollowUpFromDate, nextFollowUpToDate, expectedValueFrom, expectedValueTo, status, leadOwner);
var model = new LeadListingViewModel();
LeadViewModelOptions leadModelOption = new LeadViewModelOptions();
if (spaceUsers.Any())
leadModelOption.LeadOwnersOptions = spaceUsers.Select(x => new SelectListItem { Text = x.Name, Value = x.ProfileId.ToString() });
if (statuses.Any())
leadModelOption.StatusOptions = statuses.Select(x => new SelectListItem { Text = x.Value.ToString(), Value = x.Key.ToString() });
if (leads.Any())
model.Leads = leads.Select(x =>
new LeadView
{
Company = x.Company,
LeadOwners = x.LeadOwners,
ExpectedValue = x.ExpectedValue,
Status = x.Status,
NextFollowUp = x.NextFollowUp})
.ToList();
model.LeadViewModelOptions = leadModelOption;
return View("Index", model);
}
public async Task<int> CreateLead(Lead lead)
{
int appId = AppId;
Item item = LeadToPodioItem(lead);
int itemId = await _Podio.ItemService.AddNewItem(appId, item);
return itemId;
}
/// <summary>
/// Convert Lead object to PodioAPI.Item object
/// </summary>
/// <param name="lead"></param>
/// <returns></returns>
private Item LeadToPodioItem(Lead lead)
{
var item = new Item();
var companyField = item.Field <TextItemField>("company-or-organisation");
if (!string.IsNullOrEmpty(lead.Company))
{
companyField.Value = lead.Company;
}
var leadContactsField = item.Field <ContactItemField>("contacts");
if (lead.Contacts != null)
{
leadContactsField.ContactIds = lead.Contacts.Select(x => x.Key);
}
var leadOwnerField = item.Field <ContactItemField>("sales-contact");
if (lead.LeadOwners != null)
{
leadOwnerField.ContactIds = lead.LeadOwners.Select(x => x.Key);
}
var statusField = item.Field <CategoryItemField>("status2");
if (lead.Status.Item1 != default(int))
{
statusField.OptionIds = new List <int> {
lead.Status.Item1
}
}
;
var expectedValueField = item.Field <MoneyItemField>("potential-revenue");
if (lead.ExpectedValue.HasValue)
{
expectedValueField.Currency = "USD";
expectedValueField.Value = lead.ExpectedValue;
}
var probabilityOfSaleField = item.Field <ProgressItemField>("probability-of-sale");
if (lead.ProbabilityOfSale.HasValue)
{
probabilityOfSaleField.Value = lead.ProbabilityOfSale;
}
var nextFollowUpField = item.Field <DateItemField>("next-follow-up");
if (lead.NextFollowUp.HasValue)
{
nextFollowUpField.Start = lead.NextFollowUp;
}
var streetAddressField = item.Field <TextItemField>("street-address");
if (!string.IsNullOrEmpty(lead.StreetAddress))
{
streetAddressField.Value = lead.StreetAddress;
}
var cityField = item.Field <TextItemField>("city");
if (!string.IsNullOrEmpty(lead.City))
{
cityField.Value = lead.City;
}
var stateField = item.Field <TextItemField>("state-provins-or-territory");
if (!string.IsNullOrEmpty(lead.State))
{
stateField.Value = lead.State;
}
var zipField = item.Field <TextItemField>("zip-codepost-code");
if (!string.IsNullOrEmpty(lead.Zip))
{
zipField.Value = lead.Zip;
}
var countryField = item.Field <TextItemField>("country");
if (!string.IsNullOrEmpty(lead.Country))
{
countryField.Value = lead.Country;
}
return(item);
}
/// <summary>
/// Get specified item from podio and convert to Lead object.
/// </summary>
/// <param name="itemId"></param>
/// <returns></returns>
public async Task<Lead> GetLead(int itemId)
{
int appId = AppId;
var item = await _Podio.ItemService.GetItemBasic(itemId);
var lead = new Lead();
lead.PodioItemID = item.ItemId;
var companyField = item.Field<TextItemField>("company-or-organisation");
lead.Company = companyField.Value;
var leadContactsField = item.Field<ContactItemField>("contacts");
lead.Contacts = leadContactsField.Contacts != null ? leadContactsField.Contacts.ToDictionary(k => k.ProfileId, v => v.Name) : null;
var leadOwnerField = item.Field<ContactItemField>("sales-contact");
lead.LeadOwners = leadOwnerField.Contacts != null ? leadOwnerField.Contacts.ToDictionary(k => k.ProfileId, v => v.Name) : null;
var statusField = item.Field<CategoryItemField>("status2");
if (statusField.Options != null && statusField.Options.Any())
lead.Status = new Tuple<int, string>(statusField.Options.First().Id.Value, statusField.Options.First().Text);
var expectedValueField = item.Field<MoneyItemField>("potential-revenue");
lead.ExpectedValue = expectedValueField.Value;
var probabilityOfSaleField = item.Field<ProgressItemField>("probability-of-sale");
lead.ProbabilityOfSale = probabilityOfSaleField.Value;
var nextFollowUpField = item.Field<DateItemField>("next-follow-up");
lead.NextFollowUp = nextFollowUpField.StartDate;
var streetAddressField = item.Field<TextItemField>("street-address");
lead.StreetAddress = streetAddressField.Value;
var cityField = item.Field<TextItemField>("city");
lead.City = cityField.Value;
var stateField = item.Field<TextItemField>("state-provins-or-territory");
lead.State = stateField.Value;
var zipField = item.Field<TextItemField>("zip-codepost-code");
lead.Zip = zipField.Value;
var countryField = item.Field<TextItemField>("country");
lead.Country = countryField.Value;
return lead;
}
public async Task<ActionResult> Edit(int id)
{
ViewBag.message = TempData["message"];
ViewBag.error = TempData["error"];
var lead = new Lead();
var model = new LeadViewModel();
try
{
var getLeadToEditTask = lead.GetLead(id);
var getSpaceContactsTask = lead.GetSpaceContacts();
var getSpaceUsersTask = lead.GetUsers();
var getStatusesTask = lead.GetAllStatuses();
await System.Threading.Tasks.Task.WhenAll(getSpaceContactsTask, getSpaceUsersTask, getStatusesTask, getLeadToEditTask);
var leadToEdit = getLeadToEditTask.Result;
IEnumerable<int> selectedLeadContacts = leadToEdit.Contacts != null ? leadToEdit.Contacts.Select(x => x.Key) : null;
IEnumerable<int> selectedLeadOwners = leadToEdit.LeadOwners != null ? leadToEdit.LeadOwners.Select(x => x.Key) : null;
int selectedStatus = leadToEdit.Status.Item1;
model.PodioItemID = leadToEdit.PodioItemID;
model.Company = leadToEdit.Company;
model.ExpectedValue = leadToEdit.ExpectedValue;
model.ProbabilityOfSale = leadToEdit.ProbabilityOfSale;
model.NextFollowUp = leadToEdit.NextFollowUp;
model.StreetAddress = leadToEdit.StreetAddress;
model.City = leadToEdit.City;
model.Zip = leadToEdit.Zip;
model.State = leadToEdit.State;
model.Country = leadToEdit.Country;
model.LeadContactsOptions = new SelectList(getSpaceContactsTask.Result, "ProfileId", "Name");
model.LeadOwnersOptions = new SelectList(getSpaceUsersTask.Result, "ProfileId", "Name");
model.StatusOptions = new SelectList(getStatusesTask.Result, "Key", "Value");
}
catch (PodioException ex)
{
ViewBag.error = ex.Error.ErrorDescription;
}
return View(model);
}
public ActionResult Index()
{
ViewBag.message = TempData["message"];
ViewBag.error = TempData["error"];
var model = new LeadListingViewModel();
var lead = new Lead();
try
{
List<Contact> spaceUsers = lead.GetUsers();
Dictionary<int,string> statuses = lead.GetAllStatuses();
IEnumerable<Lead> leads = lead.GetAllLeads();
model.LeadOwnersOptions = new SelectList(spaceUsers, "ProfileId", "Name");
model.StatusOptions = new SelectList(statuses, "Key", "Value");
if (leads.Any())
{
model.Leads = leads.Select(x =>
new LeadView
{
Company = x.Company,
LeadOwners = x.LeadOwners,
ExpectedValue = x.ExpectedValue,
Status = x.Status,
NextFollowUp = x.NextFollowUp,
PodioItemID = x.PodioItemID
}).ToList();
}
}
catch (PodioException ex)
{
ViewBag.error = ex.Error.ErrorDescription;
}
return View(model);
}
public void UpdateLead(Lead lead)
{
Item item = LeadToPodioItem(lead);
item.ItemId = lead.PodioItemID;
_Podio.ItemService.UpdateItem(item);
}
public async Task<ActionResult> Create()
{
var lead = new Lead();
var model = new LeadViewModel();
try
{
var getSpaceContactsTask = lead.GetSpaceContacts();
var getSpaceUsersTask = lead.GetUsers();
var getStatusesTask = lead.GetAllStatuses();
await System.Threading.Tasks.Task.WhenAll(getSpaceContactsTask, getSpaceUsersTask, getStatusesTask);
model.LeadContactsOptions = new SelectList(getSpaceContactsTask.Result, "ProfileId", "Name");
model.LeadOwnersOptions = new SelectList(getSpaceUsersTask.Result, "ProfileId", "Name");
model.StatusOptions = new SelectList(getStatusesTask.Result, "Key", "Value");
}
catch (PodioException ex)
{
ViewBag.error = ex.Error.ErrorDescription;
}
return View(model);
}
/// <summary>
/// Get specified item from podio and convert to Lead object.
/// </summary>
/// <param name="itemId"></param>
/// <returns></returns>
public async Task <Lead> GetLead(int itemId)
{
int appId = AppId;
var item = await _Podio.ItemService.GetItemBasic(itemId);
var lead = new Lead();
lead.PodioItemID = item.ItemId;
var companyField = item.Field <TextItemField>("company-or-organisation");
lead.Company = companyField.Value;
var leadContactsField = item.Field <ContactItemField>("contacts");
lead.Contacts = leadContactsField.Contacts != null?leadContactsField.Contacts.ToDictionary(k => k.ProfileId, v => v.Name) : null;
var leadOwnerField = item.Field <ContactItemField>("sales-contact");
lead.LeadOwners = leadOwnerField.Contacts != null?leadOwnerField.Contacts.ToDictionary(k => k.ProfileId, v => v.Name) : null;
var statusField = item.Field <CategoryItemField>("status2");
if (statusField.Options != null && statusField.Options.Any())
{
lead.Status = new Tuple <int, string>(statusField.Options.First().Id.Value, statusField.Options.First().Text);
}
var expectedValueField = item.Field <MoneyItemField>("potential-revenue");
lead.ExpectedValue = expectedValueField.Value;
var probabilityOfSaleField = item.Field <ProgressItemField>("probability-of-sale");
lead.ProbabilityOfSale = probabilityOfSaleField.Value;
var nextFollowUpField = item.Field <DateItemField>("next-follow-up");
lead.NextFollowUp = nextFollowUpField.StartDate;
var streetAddressField = item.Field <TextItemField>("street-address");
lead.StreetAddress = streetAddressField.Value;
var cityField = item.Field <TextItemField>("city");
lead.City = cityField.Value;
var stateField = item.Field <TextItemField>("state-provins-or-territory");
lead.State = stateField.Value;
var zipField = item.Field <TextItemField>("zip-codepost-code");
lead.Zip = zipField.Value;
var countryField = item.Field <TextItemField>("country");
lead.Country = countryField.Value;
return(lead);
}
/// <summary>
/// Convert LeadViewModel to Lead object
/// </summary>
/// <param name="leadViewModel"></param>
/// <returns></returns>
public static Lead LeadViewModelToLead(LeadViewModel leadViewModel)
{
var lead = new Lead();
lead.PodioItemID = leadViewModel.PodioItemID;
lead.Company = leadViewModel.Company;
lead.ExpectedValue = leadViewModel.ExpectedValue;
lead.ProbabilityOfSale = leadViewModel.ProbabilityOfSale;
lead.Status = new Tuple<int, string>(leadViewModel.Status, "");
lead.NextFollowUp = leadViewModel.NextFollowUp;
lead.StreetAddress = leadViewModel.StreetAddress;
lead.City = leadViewModel.City;
lead.State = leadViewModel.State;
lead.Zip = leadViewModel.Zip;
lead.Country = leadViewModel.Country;
if (leadViewModel.LeadContacts != null && leadViewModel.LeadContacts.Any())
lead.Contacts = leadViewModel.LeadContacts.ToDictionary(k => k.Value, v => v.Value.ToString());
if (leadViewModel.LeadOwners != null && leadViewModel.LeadOwners.Any())
lead.LeadOwners = leadViewModel.LeadOwners.ToDictionary(k => k.Value, v => v.Value.ToString());
return lead;
}
public async Task<bool> UpdateLead(Lead lead)
{
Item item = LeadToPodioItem(lead);
item.ItemId = lead.PodioItemID;
var revisionId = await _Podio.ItemService.UpdateItem(item);
return revisionId.HasValue;
}
public ActionResult Edit(int id)
{
ViewBag.message = TempData["message"];
ViewBag.error = TempData["error"];
var lead = new Lead();
var model = new LeadViewModel();
try
{
Lead leadToEdit = lead.GetLead(id);
List<Contact> spaceContacts = lead.GetSpaceContacts();
List<Contact> spaceUsers = lead.GetUsers();
Dictionary<int,string> statuses = lead.GetAllStatuses();
IEnumerable<int> selectedLeadContacts = leadToEdit.Contacts != null ? leadToEdit.Contacts.Select(x => x.Key) : null;
IEnumerable<int> selectedLeadOwners = leadToEdit.LeadOwners != null ? leadToEdit.LeadOwners.Select(x => x.Key) : null;
int selectedStatus = leadToEdit.Status.Item1;
model.PodioItemID = leadToEdit.PodioItemID;
model.Company = leadToEdit.Company;
model.ExpectedValue = leadToEdit.ExpectedValue;
model.ProbabilityOfSale = leadToEdit.ProbabilityOfSale;
model.NextFollowUp = leadToEdit.NextFollowUp;
model.StreetAddress = leadToEdit.StreetAddress;
model.City = leadToEdit.City;
model.Zip = leadToEdit.Zip;
model.State = leadToEdit.State;
model.Country = leadToEdit.Country;
model.LeadContactsOptions = new MultiSelectList(spaceContacts, "ProfileId", "Name", selectedLeadContacts);
model.LeadOwnersOptions = new MultiSelectList(spaceUsers, "ProfileId", "Name", selectedLeadOwners);
model.StatusOptions = new SelectList(statuses, "Key", "Value", selectedStatus);
}
catch (PodioException ex)
{
ViewBag.error = ex.Error.ErrorDescription;
}
return View(model);
}
public ActionResult Index()
{
var lead = new Lead();
var spaceUsers = lead.GetUsers();
var statuses = lead.GetAllStatuses();
var leads = lead.GetAllLeads();
var model = new LeadListingViewModel();
LeadViewModelOptions leadModelOption = new LeadViewModelOptions();
if (spaceUsers.Any())
leadModelOption.LeadOwnersOptions = spaceUsers.Select(x => new SelectListItem { Text = x.Name, Value = x.ProfileId.ToString() });
if (statuses.Any())
leadModelOption.StatusOptions = statuses.Select(x => new SelectListItem { Text = x.Value.ToString(), Value = x.Key.ToString() });
if (leads.Any())
model.Leads = leads.Select(x =>
new LeadView { Company = x.Company,
LeadOwners = x.LeadOwners,
ExpectedValue = x.ExpectedValue,
Status = x.Status,
NextFollowUp = x.NextFollowUp })
.ToList();
model.LeadViewModelOptions = leadModelOption;
return View(model);
}
/// <summary>
/// Convert Lead object to PodioAPI.Item object
/// </summary>
/// <param name="lead"></param>
/// <returns></returns>
private Item LeadToPodioItem(Lead lead)
{
var item = new Item();
var companyField = item.Field<TextItemField>("company-or-organisation");
if (!string.IsNullOrEmpty(lead.Company))
companyField.Value = lead.Company;
var leadContactsField = item.Field<ContactItemField>("contacts");
if (lead.Contacts != null)
leadContactsField.ContactIds = lead.Contacts.Select(x => x.Key);
var leadOwnerField = item.Field<ContactItemField>("sales-contact");
if (lead.LeadOwners != null)
leadOwnerField.ContactIds = lead.LeadOwners.Select(x => x.Key);
var statusField = item.Field<CategoryItemField>("status2");
if (lead.Status.Item1 != default(int))
statusField.OptionIds = new List<int> { lead.Status.Item1 };
var expectedValueField = item.Field<MoneyItemField>("potential-revenue");
if (lead.ExpectedValue.HasValue)
{
expectedValueField.Currency = "USD";
expectedValueField.Value = lead.ExpectedValue;
}
var probabilityOfSaleField = item.Field<ProgressItemField>("probability-of-sale");
if (lead.ProbabilityOfSale.HasValue)
probabilityOfSaleField.Value = lead.ProbabilityOfSale;
var nextFollowUpField = item.Field<DateItemField>("next-follow-up");
if(lead.NextFollowUp.HasValue)
nextFollowUpField.Start = lead.NextFollowUp;
var streetAddressField = item.Field<TextItemField>("street-address");
if (!string.IsNullOrEmpty(lead.StreetAddress))
streetAddressField.Value = lead.StreetAddress;
var cityField = item.Field<TextItemField>("city");
if (!string.IsNullOrEmpty(lead.City))
cityField.Value = lead.City;
var stateField = item.Field<TextItemField>("state-provins-or-territory");
if (!string.IsNullOrEmpty(lead.State))
stateField.Value = lead.State;
var zipField = item.Field<TextItemField>("zip-codepost-code");
if (!string.IsNullOrEmpty(lead.Zip))
zipField.Value = lead.Zip;
var countryField = item.Field<TextItemField>("country");
if(!string.IsNullOrEmpty(lead.Country))
countryField.Value = lead.Country;
return item;
}
public int CreateLead(Lead lead)
{
int appId = AppId;
Item item = LeadToPodioItem(lead);
int itemId = _Podio.ItemService.AddNewItem(appId, item);
return itemId;
}
public async Task<IEnumerable<Lead>> GetAllLeads(DateTime? nextFollowUpFrom = null, DateTime? nextFollowUpTo = null, decimal? potentialRevenueFrom = null, decimal? potentialRevenueTo = null, int? status = null, int? leadOwner = null)
{
List<Lead> leads = new List<Lead>();
int appId = AppId;
var filterOption = new FilterOptions();
Dictionary<string, object> filters = new Dictionary<string, object>();
// Filter leads based on incomig parameters
if (status != null)
filters.Add("status2", status);
if (leadOwner != null)
filters.Add("sales-contact", new int[]{leadOwner.Value});
if (potentialRevenueFrom != null || potentialRevenueTo != null)
filters.Add("potential-revenue", new { from = potentialRevenueFrom, to = potentialRevenueTo });
if (nextFollowUpFrom != null || nextFollowUpTo != null)
filters.Add("next-follow-up", new { from = nextFollowUpFrom, to = nextFollowUpTo });
filterOption.Filters = filters;
var filteredContent = await _Podio.ItemService.FilterItems(appId,filterOption);
if (filteredContent.Items.Any())
{
//Loop through and convert the podio items collection of Lead objects
foreach (var item in filteredContent.Items)
{
var lead = new Lead();
lead.PodioItemID = item.ItemId;
var companyField = item.Field<TextItemField>("company-or-organisation");
lead.Company = companyField.Value;
var potentialRevenueField = item.Field<MoneyItemField>("potential-revenue");
lead.ExpectedValue = potentialRevenueField.Value;
var statusField = item.Field<CategoryItemField>("status2");
if (statusField.Options != null && statusField.Options.Any())
lead.Status = new Tuple<int, string>(statusField.Options.First().Id.Value, statusField.Options.First().Text);
var leadOwnerField = item.Field<ContactItemField>("sales-contact");
lead.LeadOwners = leadOwnerField.Contacts != null ? leadOwnerField.Contacts.ToDictionary(k => k.UserId.Value, v => v.Name) : null;
var nextFollowUpField = item.Field<DateItemField>("next-follow-up");
lead.NextFollowUp = nextFollowUpField.StartDate;
leads.Add(lead);
}
}
return leads;
}
public async Task <IEnumerable <Lead> > GetAllLeads(DateTime?nextFollowUpFrom = null, DateTime?nextFollowUpTo = null, decimal?potentialRevenueFrom = null, decimal?potentialRevenueTo = null, int?status = null, int?leadOwner = null)
{
List <Lead> leads = new List <Lead>();
int appId = AppId;
var filterOption = new FilterOptions();
Dictionary <string, object> filters = new Dictionary <string, object>();
// Filter leads based on incomig parameters
if (status != null)
{
filters.Add("status2", status);
}
if (leadOwner != null)
{
filters.Add("sales-contact", new int[] { leadOwner.Value });
}
if (potentialRevenueFrom != null || potentialRevenueTo != null)
{
filters.Add("potential-revenue", new { from = potentialRevenueFrom, to = potentialRevenueTo });
}
if (nextFollowUpFrom != null || nextFollowUpTo != null)
{
filters.Add("next-follow-up", new { from = nextFollowUpFrom, to = nextFollowUpTo });
}
filterOption.Filters = filters;
var filteredContent = await _Podio.ItemService.FilterItems(appId, filterOption);
if (filteredContent.Items.Any())
{
//Loop through and convert the podio items collection of Lead objects
foreach (var item in filteredContent.Items)
{
var lead = new Lead();
lead.PodioItemID = item.ItemId;
var companyField = item.Field <TextItemField>("company-or-organisation");
lead.Company = companyField.Value;
var potentialRevenueField = item.Field <MoneyItemField>("potential-revenue");
lead.ExpectedValue = potentialRevenueField.Value;
var statusField = item.Field <CategoryItemField>("status2");
if (statusField.Options != null && statusField.Options.Any())
{
lead.Status = new Tuple <int, string>(statusField.Options.First().Id.Value, statusField.Options.First().Text);
}
var leadOwnerField = item.Field <ContactItemField>("sales-contact");
lead.LeadOwners = leadOwnerField.Contacts != null?leadOwnerField.Contacts.ToDictionary(k => k.UserId.Value, v => v.Name) : null;
var nextFollowUpField = item.Field <DateItemField>("next-follow-up");
lead.NextFollowUp = nextFollowUpField.StartDate;
leads.Add(lead);
}
}
return(leads);
}