public static Contact UpdateProperty(this Contact contact, string alias, dynamic value)
{
var props = contact.GetProperties().ToList();
var prop = props.Where(x => x.alias.ToString().ToLower() == alias.ToLower()).FirstOrDefault();
if (prop == null)
{
var pipelineConfig = PipelineConfig.GetConfig().AppSettings;
var docType = ApplicationContext.Current.Services.ContentTypeService.GetContentType(pipelineConfig.ContactDocTypes);
var typeId = docType.PropertyTypes.FirstOrDefault(x => x.Alias.ToLower() == alias.ToLower()).Id;
var newProp = new
{
alias = alias,
value = value,
id = typeId
};
props.Add(newProp);
}
else
{
props.Where(x => x.alias.ToString().ToLower() == alias.ToLower()).FirstOrDefault().value = value;
}
contact.CustomProps = Newtonsoft.Json.JsonConvert.SerializeObject(props);
return(contact);
}
// method to get config values needed by the UI
public Dictionary <string, string> GetConfig()
{
var settings = PipelineConfig.GetConfig().AppSettings;
var config = new Dictionary <string, string>();
config["UseBoard"] = settings.UseBoard ? "true" : "false";
return(config);
}
private string TaskRow(Task task)
{
string notificationEmailRow = PipelineConfig.GetConfig().DigestRow.InnerHtml;
string baseUrl = Request.Url.GetLeftPart(UriPartial.Authority) + "/umbraco#/pipelineCrm/";
return(notificationEmailRow
.Replace("{0}", baseUrl + task.ParentId.ToString())
.Replace("{1}", !string.IsNullOrEmpty(task.Type) ? task.Type + ": " : "")
.Replace("{2}", task.Description)
.Replace("{3}", "In " + task.ParentName + ", due" + task.DateDue.ToString("dd MMM yyyy")));
}
public PagedSegments GetPagedSegments(int pageNumber, string sortColumn, string sortOrder, string searchTerm, int typeId)
{
int itemsPerPage = PipelineConfig.GetConfig().AppSettings.PageSize;
var items = new List <Segment>();
var SegmentType = typeof(Segment);
var query = new Sql().Select("*").From("pipelineSegment");
if (typeId == 0)
{
query.Append(" where Archived=0 ", typeId);
}
else if (typeId == -1)
{
query.Append(" where Archived=1 ", typeId);
}
else if (typeId == -2)
{
query.Append(" where TypeId=0 and Archived=0 ", typeId);
}
else
{
query.Append(" where TypeId=@0 and Archived=0 ", typeId);
}
if (!string.IsNullOrEmpty(searchTerm))
{
query.Append(" and (Name like @0) ", "%" + searchTerm + "%");
}
if (!string.IsNullOrEmpty(sortColumn) && !string.IsNullOrEmpty(sortOrder))
{
query.OrderBy(sortColumn + " " + sortOrder);
}
else
{
query.OrderBy("Name asc");
}
var p = DbService.db().Page <Segment>(pageNumber, itemsPerPage, query);
return(new PagedSegments
{
TotalPages = p.TotalPages,
TotalItems = p.TotalItems,
ItemsPerPage = p.ItemsPerPage,
CurrentPage = p.CurrentPage,
Segments = p.Items.ToList()
});
}
private string PipelineRow(Pipeline pipeline)
{
string notificationEmailRow = PipelineConfig.GetConfig().DigestRow.InnerHtml;
string baseUrl = Request.Url.GetLeftPart(UriPartial.Authority) + "/umbraco#/pipelineCrm/";
if (pipeline.Status == null)
{
return("");
}
return(notificationEmailRow
.Replace("{0}", baseUrl + pipeline.Id.ToString())
.Replace("{1}", pipeline.Status.Name + ": ")
.Replace("{2}", pipeline.Name)
.Replace("{3}", "Created at " + pipeline.DateCreated.ToString("dd MMM yyyy")));;
}
public void CreateMember(Contact contact, bool approved = true)
{
bool createMembers = PipelineConfig.GetConfig().AppSettings.CreateMembers;
if (createMembers)
{
var memberService = UmbracoContext.Application.Services.MemberService;
if (memberService.GetByEmail(contact.Email) == null)
{
var newMember = memberService.CreateMemberWithIdentity(contact.Email, contact.Email, contact.Name, "Member");
newMember.RawPasswordValue = RandomPassword();
newMember.IsApproved = !approved;
memberService.Save(newMember);
}
}
}
public static Contact UpdateArrayProperties(this Contact contact, Dictionary <string, string[]> updates)
{
var props = contact.GetProperties().ToList();
foreach (var update in updates)
{
var prop = props.Where(x => x.alias.ToString().ToLower() == update.Key.ToLower()).FirstOrDefault();
JArray jValue = JArray.FromObject(update.Value);
if (prop == null)
{
// get doc type from pipeline config
string alias = update.Key;
var pipelineConfig = PipelineConfig.GetConfig().AppSettings;
var docType = ApplicationContext.Current.Services.ContentTypeService.GetContentType(pipelineConfig.ContactDocTypes);
if (docType != null)
{
var type = docType.PropertyTypes.SingleOrDefault(x => x.Alias.ToLower() == alias.ToLower());
if (type != null)
{
var newProp = new
{
alias = alias,
value = jValue,
id = type.Id
};
props.Add(newProp);
}
}
}
else
{
prop.value = jValue;
}
}
contact.CustomProps = Newtonsoft.Json.JsonConvert.SerializeObject(props);
return(contact);
}
protected override TreeNodeCollection GetTreeNodes(string id, System.Net.Http.Formatting.FormDataCollection queryStrings)
{
var ctrl = new PipelineApiController();
var nodes = new TreeNodeCollection();
var mainRoute = "/pipelineCrm/pipelineCrmTree";
bool useBoard = PipelineConfig.GetConfig().AppSettings.UseBoard;
var customAreas = GetCustomAreas();
if (id == Constants.System.Root.ToInvariantString())
{
nodes.Add(
CreateTreeNode(
"pipelines",
null,
queryStrings,
GetTranslation("pipeline/opportunities"),
"icon-dashboard",
true,
useBoard ? "/pipelineCrm" : "/pipelineCrm/pipelineCrmTree/browse/0"
)
);
nodes.Add(
CreateTreeNode(
"tasks",
null,
queryStrings,
GetTranslation("pipeline/tasks"),
"icon-checkbox",
false,
mainRoute + "/tasks/0"
)
);
nodes.Add(
CreateTreeNode(
"contacts",
null,
queryStrings,
GetTranslation("pipeline/contacts"),
"icon-user",
true,
mainRoute + "/contacts/0"
)
);
nodes.Add(
CreateTreeNode(
"organisations",
"-1",
queryStrings,
GetTranslation("pipeline/organisations"),
"icon-company",
true,
mainRoute + "/organisations/0"
)
);
nodes.Add(
CreateTreeNode(
"segments",
"-1",
queryStrings,
GetTranslation("pipeline/segments"),
"icon-users",
true,
mainRoute + "/segments/0"
)
);
// get custom building blocks
foreach (var type in customAreas)
{
nodes.Add(
CreateTreeNode(
type.Alias,
"-1",
queryStrings,
type.Name,
type.Icon,
type.Folders.Any(),
mainRoute + "/" + type.Url
)
);
}
nodes.Add(
CreateTreeNode(
"recyclebin",
null,
queryStrings,
GetTranslation("general/recycleBin"),
"icon-trash",
true,
"/pipelineCrm/pipelineCrmTree/browse/-1"
)
);
nodes.Add(
CreateTreeNode(
"settings",
null,
queryStrings,
GetTranslation("pipeline/settings"),
"icon-settings",
false,
mainRoute + "/settings/0"
)
);
}
else if (id == "pipelines")
{
// list all opp statuses
foreach (var status in GetStatuses())
{
var newTreeNode = CreateTreeNode(
status.Id.ToString() + "_pipelines",
id,
queryStrings,
status.Name,
"icon-dashboard",
false,
"/pipelineCrm/pipelineCrmTree/browse/" + status.Id.ToString());
nodes.Add(newTreeNode);
}
// get unassigned pipelines
var unassigned = ctrl.GetByStatusId(0);
nodes.Add(
CreateTreeNode(
"0",
id,
queryStrings,
GetTranslation("pipeline/unassigned"),
"icon-dashboard",
false,
"/pipelineCrm/pipelineCrmTree/browse/-2"
)
);
}
else if (id == "organisations")
{
// list all org types
foreach (var type in GetOrgTypes())
{
var newTreeNode = CreateTreeNode(
type.Id.ToString() + "_organisations",
id,
queryStrings,
type.Name,
"icon-company",
false,
mainRoute + "/organisations/" + type.Id.ToString());
nodes.Add(newTreeNode);
}
// get unassigned orgs
var unassigned = ctrl.GetByStatusId(0);
nodes.Add(
CreateTreeNode(
"0",
id,
queryStrings,
GetTranslation("pipeline/unassigned"),
"icon-company",
false,
mainRoute + "/organisations/-2"
)
);
}
else if (id == "contacts")
{
// list all orgs
foreach (var type in new ContactTypeApiController().GetAll())
{
var newTreeNode = CreateTreeNode(
type.Id.ToString() + "_contacts",
id,
queryStrings,
type.Name,
"icon-user",
false,
mainRoute + "/contacts/" + type.Id.ToString());
nodes.Add(newTreeNode);
}
// get contacts with no groups
nodes.Add(
CreateTreeNode(
"0",
id,
queryStrings,
GetTranslation("pipeline/unassigned"),
"icon-user",
false,
mainRoute + "/contacts/-2"
)
);
}
// segments
else if (id == "segments")
{
// list all segment types
foreach (var type in new SegmentTypeApiController().GetAll())
{
var newTreeNode = CreateTreeNode(
type.Id.ToString() + "_segments",
id,
queryStrings,
type.Name,
"icon-users",
false,
mainRoute + "/segments/" + type.Id.ToString());
nodes.Add(newTreeNode);
}
}
else if (id == "recyclebin")
{
// pipelines
nodes.Add(
CreateTreeNode(
"0",
id,
queryStrings,
GetTranslation("pipeline/opportunities"),
"icon-dashboard",
false,
"/pipelineCrm/pipelineCrmTree/browse/-1"
)
);
// contacts
nodes.Add(
CreateTreeNode(
"0",
id,
queryStrings,
GetTranslation("pipeline/contacts"),
"icon-user",
false,
mainRoute + "/contacts/-1"
)
);
// groups
nodes.Add(
CreateTreeNode(
"0",
id,
queryStrings,
GetTranslation("pipeline/organisations"),
"icon-company",
false,
mainRoute + "/organisations/-1"
)
);
nodes.Add(
CreateTreeNode(
"0",
id,
queryStrings,
GetTranslation("pipeline/segments"),
"icon-users",
false,
mainRoute + "/segments/-1"
)
);
}
else if (customAreas.Any(x => x.Alias == id))
{
var area = customAreas.FirstOrDefault(x => x.Alias == id);
// list all orgs
foreach (var folder in area.Folders)
{
var newTreeNode = CreateTreeNode(
folder.Url + "_" + area.Alias,
id,
queryStrings,
folder.Name,
area.Icon,
false,
mainRoute + "/" + folder.Url);
nodes.Add(newTreeNode);
}
}
return(nodes);
//this tree doesn't suport rendering more than 1 level
throw new NotSupportedException();
}
public PagedPipelines GetPagedPipelines(int pageNumber, string sortColumn, string sortOrder, string searchTerm, int statusId = 0, int contactId = 0, int organisationId = 0)
{
int itemsPerPage = PipelineConfig.GetConfig().AppSettings.PageSize;
var items = new List <Contact>();
var contactType = typeof(Contact);
var query = new Sql().Select("*").From("pipelinePipeline");
if (statusId == 0)
{
query.Append(" where Archived=0 ", statusId);
}
else if (statusId == -1)
{
query.Append(" where Archived=1 ", statusId);
}
else if (statusId == -2)
{
query.Append(" where StatusId=0 and Archived=0 ", statusId);
}
else
{
query.Append(" where StatusId=@0 and Archived=0 ", statusId);
}
if (contactId > 0)
{
query.Append(" and ContactId = @0 ", contactId);
}
if (organisationId > 0)
{
query.Append(" and OrganisationId = @0 ", organisationId);
}
if (!string.IsNullOrEmpty(searchTerm))
{
query.Append(" and Name like @0 ", "%" + searchTerm + "%");
}
if (!string.IsNullOrEmpty(sortColumn) && !string.IsNullOrEmpty(sortOrder))
{
query.OrderBy(sortColumn + " " + sortOrder);
}
else
{
query.OrderBy("StatusId, Name, DateUpdated asc");
}
var p = DbService.db().Page <Pipeline>(pageNumber, itemsPerPage, query);
for (int i = 0; i < p.Items.ToList().Count(); i++)
{
p.Items[i] = new PipelineApiController().GetLinks(p.Items[i]);
}
return(new PagedPipelines
{
TotalPages = p.TotalPages,
TotalItems = p.TotalItems,
ItemsPerPage = p.ItemsPerPage,
CurrentPage = p.CurrentPage,
Pipelines = p.Items.ToList()
});
}
public PagedContacts GetPagedContacts(int pageNumber, string sortColumn, string sortOrder, string searchTerm, int typeId)
{
int itemsPerPage = PipelineConfig.GetConfig().AppSettings.PageSize;
var items = new List <Contact>();
var contactType = typeof(Contact);
var query = new Sql().Select("*").From("pipelineContact");
if (typeId == 0)
{
query.Append(" where Archived=0 ", typeId);
}
else if (typeId == -1)
{
query.Append(" where Archived=1 ", typeId);
}
else if (typeId == -2)
{
query.Append(" where TypeId=0 and Archived=0 ", typeId);
}
else
{
query.Append(" where TypeId=@0 and Archived=0 ", typeId);
}
if (!string.IsNullOrEmpty(searchTerm))
{
query.Append(" and (Name like @0 or Email like @0) ", "%" + searchTerm + "%");
}
if (!string.IsNullOrEmpty(sortColumn) && !string.IsNullOrEmpty(sortOrder) && sortColumn != "OrganisationNames")
{
query.OrderBy(sortColumn + " " + sortOrder);
}
else
{
query.OrderBy("Name asc");
}
var p = DbService.db().Page <Contact>(pageNumber, itemsPerPage, query);
for (int i = 0; i < p.Items.ToList().Count(); i++)
{
p.Items[i].Organisations = new OrganisationApiController().GetByIds(p.Items[i].OrganisationIds);
p.Items[i].OrganisationNames = p.Items[i].Organisations.Select(x => x.Name).OrderBy(x => x);
}
// special sorting for organisations
if (sortColumn == "OrganisationNames")
{
p.Items = sortOrder.ToLower() != "desc" ?
p.Items.OrderBy(x => x.OrganisationNames.FirstOrDefault()).ToList() : p.Items.OrderByDescending(x => x.OrganisationNames.FirstOrDefault()).ToList();
}
return(new PagedContacts
{
TotalPages = p.TotalPages,
TotalItems = p.TotalItems,
ItemsPerPage = p.ItemsPerPage,
CurrentPage = p.CurrentPage,
Contacts = p.Items.ToList()
});
}
public IEnumerable <CustomPropertyTab> GetCustomProps(string type = "", string docTypeAlias = "")
{
var outProps = new List <CustomPropertyTab>();
// we need either param
if (string.IsNullOrEmpty(docTypeAlias) && string.IsNullOrEmpty(type))
{
return(outProps);
}
// get doc type from pipeline config
if (string.IsNullOrEmpty(docTypeAlias) && !string.IsNullOrEmpty(type))
{
var pipelineConfig = PipelineConfig.GetConfig().AppSettings;
switch (type)
{
case "contact":
docTypeAlias = pipelineConfig.ContactDocTypes;
break;
case "organisation":
docTypeAlias = pipelineConfig.OrganisationDocTypes;
break;
case "segment":
docTypeAlias = pipelineConfig.SegmentDocTypes;
break;
default:
docTypeAlias = pipelineConfig.OpportunityDocTypes;
break;
}
if (string.IsNullOrEmpty(docTypeAlias) || Services.ContentTypeService.GetContentType(docTypeAlias) == null)
{
return(outProps);
}
}
// check there is such a doc type
if (Services.ContentTypeService.GetContentType(docTypeAlias) == null)
{
return(outProps);
}
// construct shadow doc type definition
var tabs = Services.ContentTypeService.GetContentType(docTypeAlias).PropertyGroups.OrderBy(x => x.SortOrder);
foreach (var tab in tabs)
{
var tabProps = new CustomPropertyTab()
{
name = tab.Name.Contains('.') ? tab.Name.Split('.')[1] : tab.Name,
items = new List <CustomProperty>()
};
var props = tab.PropertyTypes.OrderBy(x => x.SortOrder);
if (props.Any())
{
foreach (var prop in props)
{
dynamic config = new ExpandoObject();
var prevalues = Services.DataTypeService.GetPreValuesCollectionByDataTypeId(prop.DataTypeDefinitionId).PreValuesAsDictionary;
if (prevalues.Any())
{
var items = new List <CustomPropertyPreValue>();
foreach (var preval in prevalues)
{
items.Add(new CustomPropertyPreValue()
{
id = preval.Value.Id,
alias = preval.Key,
value = preval.Value.Value
});
}
config.items = items;
// marks as multiPicker if it has min/max number
if (items.Any(x => x.alias == "minNumber" || x.alias == "maxNumber"))
{
config.multiPicker = "1";
}
}
var newProp = new CustomProperty()
{
id = prop.Id,
alias = prop.Alias,
label = prop.Name,
description = prop.Description,
view = PropertyEditorResolver.Current.GetByAlias(prop.PropertyEditorAlias).ValueEditor.View,
config = config
};
tabProps.items.Add(newProp);
}
outProps.Add(tabProps);
}
}
return(outProps);
}
public ActionResult SendNotifications(string force = "")
{
if (force == "true" || (DateTime.Now.Hour == PipelineConfig.GetConfig().AppSettings.DigestTime&& DateTime.Now.DayOfWeek != DayOfWeek.Saturday && DateTime.Now.DayOfWeek != DayOfWeek.Sunday))
{
var notifactions = CollectNotifications();
string notificationEmailBody = PipelineConfig.GetConfig().DigestBody.InnerHtml;
string sender = PipelineConfig.GetConfig().AppSettings.DigestSender;
string baseUrl = Request.Url.GetLeftPart(UriPartial.Authority) + "/umbraco#/pipelineCrm/";
foreach (var notification in notifactions)
{
string subject = PipelineConfig.GetConfig().AppSettings.DigestSubject;
string todaysTasks = "";
string reminderTasks = "";
string overdueTasks = "";
string upcomingTasks = "";
string pipelineRows = "";
subject = subject.Replace("{0}", notification.userName).Replace("{1}", DateTime.Now.ToString("dd MMM yyyy"));
if (notification.todaysTasks.Any())
{
foreach (var task in notification.todaysTasks)
{
todaysTasks += TaskRow(task);
}
}
else
{
todaysTasks = "No tasks due today.";
}
if (notification.reminders.Any())
{
foreach (var task in notification.reminders)
{
reminderTasks += TaskRow(task);
}
}
else
{
reminderTasks = "No task reminders today.";
}
if (notification.overdueTasks.Any())
{
foreach (var task in notification.overdueTasks)
{
overdueTasks += TaskRow(task);
}
}
else
{
overdueTasks = "No overdue tasks.";
}
if (notification.newPipelines.Any())
{
foreach (var pipeline in notification.newPipelines)
{
pipelineRows += PipelineRow(pipeline);
}
}
else
{
pipelineRows = "No new pipelines today.";
}
string emailBody = notificationEmailBody
.Replace("{0}", subject)
.Replace("{1}", todaysTasks)
.Replace("{2}", reminderTasks)
.Replace("{3}", overdueTasks)
.Replace("{4}", upcomingTasks)
.Replace("{5}", pipelineRows);
umbraco.library.SendMail(
sender,
notification.userEmail,
subject,
emailBody,
true
);
//return Content(emailBody);
}
return(Json(notifactions.Count() + " emails sent.", JsonRequestBehavior.AllowGet));
}
return(Json("Please wait until the time set in the config.", JsonRequestBehavior.AllowGet));
}