/// <summary>
/// Get the opportunities for client
/// </summary>
/// <param name="clientID">The Client ID</param>
/// <param name="opportunityName">The opportunity name</param>
/// <param name="companyName">The company name</param>
/// <param name="owner">The owner</param>
/// <param name="opportunityStatus">The opportunity status</param>
/// <returns></returns>
public Response GetOpportunities(int clientID, string oppId, string opportunityName, string companyName, string owner, string opportunityStatus)
{
var response = new Response();
var opportunityBL = new OpportunityBL();
List <OpportunityDto> opportunities = opportunityBL.GetOpportunities(clientID, oppId, opportunityName, companyName, owner, opportunityStatus);
response.Results.Add("Success");
List <SearchOpportunityDto> searchOpportunities = opportunities.Select(opp => new SearchOpportunityDto
{
OppID = opp.OppID,
CRMOppID = opp.CRMOppID,
OppName = opp.OppName,
CompanyName = opp.CompanyName,
OppStatus = opp.OppStatus.HasValue ? opp.OppStatus.Value.ToString() : string.Empty,
OppStatusName = opp.OppStatusName,
OppProbability = opp.OppProbability.HasValue ? opp.OppProbability.Value.ToString() : string.Empty,
OppCloseDate = opp.OppCloseDate,
OppOwner = opp.OppOwner,
OppOwnerName = opp.OppOwnerName
}).ToList();
string userSerialize = JsonConvert.SerializeObject(searchOpportunities);
response.Results.Add(userSerialize);
return(response);
}
/// <summary>
/// Initializes a new instance of the <see cref="HomeController"/> class.
/// </summary>
public HomeController()
{
_userBl = new UserBL();
_opportunityBl = new OpportunityBL();
_quoteBl = new QuoteBL();
_clientLoginBL = new ClientLoginBL();
_clientDefinedFieldBL = new ClientDefinedFieldBL();
_utilityBL = new UtilityBL();
}
/// <summary>
/// Get an opportunity by CRMOppID
/// </summary>
/// <param name="clientID">The ClientID</param>
/// <param name="value">The value.</param>
/// <param name="searchType">Type of the search.</param>
/// <returns></returns>
public Response GetOpportunityByClientIDAndSearchType(int clientID, string value, string searchType)
{
var response = new Response();
var opportunityBL = new OpportunityBL();
OpportunityDto opportunity = null;
// Get the opportunity data
switch (searchType.ToUpper())
{
case "CRMOPPID":
opportunity = opportunityBL.GetNonDeletedOpportunityByClientIDAndCRMOppID(clientID, value);
break;
case "QUOTEID":
opportunity = opportunityBL.GetNonDeletedOpportunityByClientIDAndQuoteID(clientID, value);
break;
case "OPPID":
int oppId;
if (int.TryParse(value, out oppId))
{
opportunity = opportunityBL.GetNonDeletedOpportunityByClientIDAndOppID(clientID, oppId);
}
break;
}
if (opportunity != null)
{
response.Results.Add("Success");
// Serialize the object
string userSerialize = JsonConvert.SerializeObject(opportunity);
response.Results.Add(userSerialize);
}
else
{
response.Results.Add("Error");
response.Errors.Add("Invalid opportunity data.");
}
return(response);
}
public Response RunUpdateCRMOpportunities(OpportunityDto opportunityDto)
{
// Initialise variables
Response response = Authenticate(opportunityDto.LoginInfo);
if (response.Errors.Count > 0)
{
return(response);
}
var opportunitiesToUpdate = opportunityDto.OpportunityTable;
var xRefDef = opportunityDto.CRMXrefDefinition;
CreateSqlAndMapper(xRefDef);
try
{
var opportunityBL = new OpportunityBL();
var utilityBl = new UtilityBL();
// Create a list of opportunities
// mapping the values of the opportunity table with the ones on the Salesforce Opportunity object
var recordsSdaUpdate = new List <OpportunityDto>();
var recordsSdaAdd = new List <OpportunityDto>();
int crmClientId = -1;
foreach (DataRow row in opportunitiesToUpdate.Rows)
{
int clientID = -1;
if (row.Table.Columns.Contains("ClientID") && row["ClientID"] != DBNull.Value)
{
int.TryParse(row["ClientID"].ToString(), out clientID);
crmClientId = clientID;
}
else
{
response.Errors.Add("Invalid Client Id.");
}
var strCRMOppId = string.Empty;
if (row.Table.Columns.Contains("CRMOppID") && row["CRMOppID"] != DBNull.Value)
{
strCRMOppId = row["CRMOppID"].ToString();
}
List <OppStatusDto> lstat = utilityBl.GetStatuses(clientID);
bool hasStatus = false;
if (row.Table.Columns.Contains("OppStatus") && row["OppStatus"] != DBNull.Value)
{
var strStatus = row["OppStatus"].ToString();
int statValue = 0;
foreach (var stat in lstat)
{
if (stat.OppStatus.ToLower().Trim().Equals(strStatus.ToLower().Trim()))
{
statValue = stat.ID;
break;
}
}
if (statValue > 0)
{
row["OppStatus"] = statValue;
hasStatus = true;
}
}
if (!hasStatus)
{
if (lstat.Count > 0)
{
var defaultStatus = lstat.Where(s => s.Default.Equals("Y")).FirstOrDefault();
if (defaultStatus != null)
{
row["OppStatus"] = defaultStatus.ID;
hasStatus = true;
}
}
if (!hasStatus)
{
response.Errors.Add("Invalid Opp Status.");
}
}
OpportunityDto opportunity = null;
if (!string.IsNullOrEmpty(strCRMOppId))
{
opportunity = opportunityBL.GetOpportunityByClientIDAndCRMOppID(clientID, strCRMOppId);
}
bool isNewOpportunity;
if (opportunity == null)
{
// Create a new opportunity
opportunity = new OpportunityDto();
isNewOpportunity = true;
}
else
{
isNewOpportunity = false;
}
// Copy the fields to the opportunity
var type = opportunity.GetType();
//loop over the rows mapping the database field with the corresponding field on the CRM
foreach (var mappingObject in DatabaseToCRMMap)
{
var propertyInfo = type.GetProperty(mappingObject.CRMField);
if (propertyInfo != null)
{
if (row[mappingObject.SdaField] != DBNull.Value)
{
utilityBl.SetProperty(opportunity, propertyInfo,
row[mappingObject.SdaField]);
}
}
}
if (isNewOpportunity)
{
recordsSdaAdd.Add(opportunity);
}
else
{
recordsSdaUpdate.Add(opportunity);
}
}
// Update the list of opportunities on Salesforce
response = new Response();
Response responseUpdate = opportunityBL.UpdateSdaCloudOpportunity(recordsSdaUpdate);
Response responseAdd = opportunityBL.AddSdaCloudOpportunity(recordsSdaAdd);
// Merge both results
foreach (string result in responseUpdate.Results)
{
response.Results.Add(result);
}
foreach (string result in responseAdd.Results)
{
response.Results.Add(result);
}
//Merge both errors
foreach (string error in responseUpdate.Errors)
{
response.Errors.Add(error);
}
foreach (string error in responseAdd.Errors)
{
response.Errors.Add(error);
}
}
catch (Exception ex)
{
response.Errors.Add(ex.Message);
if (ex.InnerException != null)
{
response.Errors.Add(ex.InnerException.Message);
}
}
return(response);
}
