public virtual IEnumerable ConvertToContact(PXAdapter adapter)
{
Save.Press();
List <Contact> contacts = new List <Contact>(adapter.Get().Cast <Contact>());
foreach (Contact lead in contacts)
{
PXLongOperation.StartOperation(this, () =>
{
ContactMaint graph = CreateInstance <ContactMaint>();
lead.DuplicateFound = false;
lead.DuplicateStatus = DuplicateStatusAttribute.NotValidated;
lead.QualificationDate = PXTimeZoneInfo.Now;
lead.ConvertedBy = Accessinfo.UserID;
graph.Contact.Current = lead;
graph.Contact.Current.Status = LeadStatusesAttribute.Converted;
graph.Contact.Current.MajorStatus = LeadMajorStatusesAttribute._CONVERTED;
graph.Contact.Cache.SetStatus(lead, PXEntryStatus.Updated);
graph.Save.Press();
throw new PXRedirectRequiredException(graph, "Contact");
});
}
return(contacts);
}
protected override PXGraph GetGraphForDetails(CRContactBatch selectedItem)
{
ContactMaint target = CreateGraph <ContactMaint>();
target.Contact.Current = target.Contact.Search <Contact.contactID>(selectedItem.ContactID);
return(target);
}
public override void Persist()
{
using (PXTransactionScope ts = new PXTransactionScope())
{
BAccount acct = (BAccount)BAccount.Cache.Current;
if (acct != null && acct.Status == CR.BAccount.status.Inactive)
{
ContactMaint graph = CreateInstance <ContactMaint>();
foreach (Contact c in Contacts.Select())
{
c.IsActive = false;
graph.ContactCurrent.Cache.Update(c);
graph.Save.Press();
}
}
base.Persist();
ts.Complete();
}
if (Setup.Current.ValidateAccountDuplicatesOnEntry == true)
{
checkForDuplicates.Press();
}
}
public virtual IEnumerable ConvertToOpportunity(PXAdapter adapter)
{
bool isOpportunityAutoNumberOn = this.IsNumberingAutonumbered(Setup.Current.OpportunityNumberingID);
List <Contact> contacts = new List <Contact>(adapter.Get().Cast <Contact>());
foreach (Contact lead in contacts)
{
OpportunityMaint opportunityMaint = PXGraph.CreateInstance <OpportunityMaint>();
CROpportunity opportunity = (CROpportunity)opportunityMaint.Opportunity.Cache.CreateInstance();
if (!isOpportunityAutoNumberOn)
{
if (OpportunityInfo.AskExt() != WebDialogResult.OK || !OpportunityInfo.VerifyRequired())
{
return(contacts);
}
CROpportunity existing = PXSelect <CROpportunity, Where <CROpportunity.opportunityID, Equal <Required <CROpportunity.opportunityID> > > > .SelectSingleBound(this, null, OpportunityInfo.Current.OpportunityID);
if (existing != null)
{
OpportunityInfo.Cache.RaiseExceptionHandling <OpportunityFilter.opportunityID>(OpportunityInfo.Current, OpportunityInfo.Current.OpportunityID, new PXSetPropertyException(Messages.OpportunityAlreadyExists, OpportunityInfo.Current.OpportunityID));
return(contacts);
}
object cd = OpportunityInfo.Current.OpportunityID;
opportunityMaint.Opportunity.Cache.RaiseFieldUpdating <CROpportunity.opportunityID>(null, ref cd);
opportunity.OpportunityID = (string)cd;
}
PXLongOperation.StartOperation(this, delegate()
{
CRContactClass cls = PXSelect <CRContactClass, Where <CRContactClass.classID, Equal <Current <Contact.classID> > > > .SelectSingleBound(this, new object[] { lead });
if (cls != null && cls.OwnerToOpportunity == true)
{
opportunity.WorkgroupID = lead.WorkgroupID;
opportunity.OwnerID = lead.OwnerID;
}
if (lead.BAccountID != null)
{
opportunity.BAccountID = lead.BAccountID;
}
opportunity.ContactID = lead.ContactID;
opportunity = (CROpportunity)opportunityMaint.Opportunity.Cache.Insert(opportunity);
ContactMaint contactGraph = PXGraph.CreateInstance <ContactMaint>();
lead.ContactType = ContactTypesAttribute.Person;
contactGraph.Contact.Update(lead);
contactGraph.Save.Press();
opportunityMaint.Opportunity.Search <CROpportunity.opportunityID>(opportunity.OpportunityID);
throw new PXRedirectRequiredException(opportunityMaint, "Opportunity", true);
});
}
return(contacts);
}
protected override PXGraph GetGraphForDetails(CRContactBatch selectedItem)
{
if (CRLeadBatch.IsLead(selectedItem))
{
LeadMaint leadGraph = CreateGraph <LeadMaint>();
leadGraph.Lead.Current = leadGraph.Lead.Search <Lead.contactID>(selectedItem.ContactID);
return(leadGraph);
}
ContactMaint contactGraph = new ContactMaint();
contactGraph.Contact.Current = contactGraph.Contact.Search <Contact.contactID>(selectedItem.ContactID);
return(contactGraph);
}
public virtual IEnumerable ConvertToContact(PXAdapter adapter)
{
List <Contact> contacts = new List <Contact>(adapter.Get().Cast <Contact>());
foreach (Contact lead in contacts)
{
PXLongOperation.StartOperation(this, () =>
{
ContactMaint graph = CreateInstance <ContactMaint>();
lead.DuplicateFound = false;
lead.DuplicateStatus = DuplicateStatusAttribute.NotValidated;
graph.Contact.Current = lead;
graph.Contact.Cache.SetStatus(lead, PXEntryStatus.Updated);
graph.Save.Press();
throw new PXRedirectRequiredException(graph, "Contact");
});
}
return(contacts);
}
public virtual IEnumerable CheckForDuplicates(PXAdapter adapter)
{
foreach (Contact rec in adapter.Get())
{
Lead.Current = rec;
Contact orig = rec;
Contact lead = rec;
if (lead.MajorStatus != LeadMajorStatusesAttribute._CLOSED &&
(adapter.ExternalCall || rec.DuplicateStatus == DuplicateStatusAttribute.NotValidated))
{
lead = Lead.Cache.CreateCopy(Lead.Current) as Contact;
lead.DuplicateStatus = DuplicateStatusAttribute.NotValidated;
Lead.Update(lead);
Lead.Current.DuplicateFound = true;
Duplicates.View.Clear();
var result = Duplicates.Select();
Lead.Current.DuplicateFound = (result != null && result.Count > 0);
lead = Lead.Cache.CreateCopy(Lead.Current) as Contact;
lead.DuplicateStatus = DuplicateStatusAttribute.Validated;
Decimal?score = 0;
foreach (PXResult <CRDuplicateRecord, Contact, CRLeadContactValidationProcess.Contact2> r in result)
{
CRLeadContactValidationProcess.Contact2 duplicate = r;
CRDuplicateRecord contactScore = r;
int duplicateWeight = ContactMaint.GetContactWeight(duplicate);
int currentWeight = ContactMaint.GetContactWeight(Lead.Current);
if (duplicateWeight > currentWeight ||
(duplicateWeight == currentWeight &&
duplicate.ContactID < Lead.Current.ContactID))
{
lead.DuplicateStatus = DuplicateStatusAttribute.PossibleDuplicated;
if (contactScore.Score > score)
{
score = contactScore.Score;
}
}
}
if (orig.DuplicateStatus != lead.DuplicateStatus)
{
lead = Lead.Update(lead);
}
if (Lead.Current.DuplicateFound == false && adapter.ExternalCall)
{
Lead.Cache.RaiseExceptionHandling <Contact.duplicateStatus>(lead, null,
new PXSetPropertyException(
Messages.NoPossibleDuplicates,
PXErrorLevel.RowInfo));
}
}
yield return(lead);
}
if (Lead.Cache.IsDirty)
{
Save.Press();
}
}
public virtual IEnumerable ConvertToOpportunity(PXAdapter adapter)
{
Save.Press();
bool isOpportunityAutoNumberOn = this.IsNumberingAutonumbered(Setup.Current.OpportunityNumberingID);
List <Contact> contacts = new List <Contact>(adapter.Get().Cast <Contact>());
foreach (Contact l in contacts)
{
OpportunityMaint opportunityMaint = CreateInstance <OpportunityMaint>();
CROpportunity opportunity = (CROpportunity)opportunityMaint.Opportunity.Cache.Insert();
if (!isOpportunityAutoNumberOn)
{
if (OpportunityInfo.AskExt() != WebDialogResult.OK || !OpportunityInfo.VerifyRequired())
{
return(contacts);
}
CROpportunity existing = PXSelect <CROpportunity, Where <CROpportunity.opportunityID, Equal <Required <CROpportunity.opportunityID> > > > .SelectSingleBound(this, null, OpportunityInfo.Current.OpportunityID);
if (existing != null)
{
OpportunityInfo.Cache.RaiseExceptionHandling <OpportunityFilter.opportunityID>(OpportunityInfo.Current, OpportunityInfo.Current.OpportunityID, new PXSetPropertyException(Messages.OpportunityAlreadyExists, OpportunityInfo.Current.OpportunityID));
return(contacts);
}
object cd = OpportunityInfo.Current.OpportunityID;
opportunityMaint.Opportunity.Cache.RaiseFieldUpdating <CROpportunity.opportunityID>(null, ref cd);
opportunity.OpportunityID = (string)cd;
}
Contact lead = l;
PXLongOperation.StartOperation(this, delegate()
{
CRContactClass cls = PXSelect <CRContactClass, Where <CRContactClass.classID, Equal <Current <Contact.classID> > > > .SelectSingleBound(this, new object[] { lead });
if (cls != null && cls.OwnerToOpportunity == true)
{
opportunity.WorkgroupID = lead.WorkgroupID;
opportunity.OwnerID = lead.OwnerID;
}
if (cls != null && cls.TargetOpportunityClassID != null)
{
opportunity.CROpportunityClassID = cls.TargetOpportunityClassID;
}
if (lead.BAccountID != null)
{
opportunity.BAccountID = lead.BAccountID;
}
if (lead.ParentBAccountID != null)
{
opportunity.ParentBAccountID = lead.ParentBAccountID;
}
if (lead.CampaignID != null)
{
opportunity.CampaignSourceID = lead.CampaignID;
}
opportunity.ContactID = lead.ContactID;
opportunity.ConvertedLeadID = lead.ContactID;
opportunity.OpportunityName = string.IsNullOrEmpty(lead.FullName) ? lead.DisplayName : lead.FullName;
opportunity = (CROpportunity)opportunityMaint.Opportunity.Cache.Update(opportunity);
ContactMaint contactGraph = CreateInstance <ContactMaint>();
lead.ContactType = ContactTypesAttribute.Person;
lead.QualificationDate = PXTimeZoneInfo.Now;
lead.ConvertedBy = Accessinfo.UserID;
lead = contactGraph.Contact.Update(lead);
opportunityMaint.Opportunity.Search <CROpportunity.opportunityID>(opportunity.OpportunityID);
lead = opportunityMaint.Leads.Update(lead);
// Copy Note text and Files references
CRSetup setup = PXSetupOptional <CRSetup> .Select(opportunityMaint);
PXNoteAttribute.CopyNoteAndFiles(opportunityMaint.Leads.Cache, lead, opportunityMaint.OpportunityCurrent.Cache, opportunity, setup);
throw new PXRedirectRequiredException(opportunityMaint, "Opportunity", true);
});
}
return(contacts);
}
private static void ProcessValidation(ValidationFilter Filter, Contact record)
{
PXPrimaryGraphCollection primaryGraph = new PXPrimaryGraphCollection(new PXGraph());
PXGraph graph = primaryGraph[record];
if (graph == null)
{
throw new PXException(Messages.UnableToFindGraph);
}
PXView view = graph.Views[graph.PrimaryView];
int startRow = 0, totalRows = 0;
List <object> list_contact = view.Select(null, null, new object[] { record.ContactID }, new string[] { typeof(Contact.contactID).Name }, null, null,
ref startRow, 1, ref totalRows);
if (list_contact == null || list_contact.Count < 1)
{
throw new PXException(Messages.ContactNotFound);
}
Contact contact = PXResult.Unwrap <Contact>(list_contact[0]);
contact.DuplicateFound = true;
//Find duplicates view
PXView viewDuplicates = graph.Views.ToArray().First(v => v.Value.Cache.GetItemType() == typeof(CRDuplicateRecord)).Value;
if (viewDuplicates == null)
{
throw new PXException(Messages.DuplicateViewNotFound);
}
viewDuplicates.Clear();
List <object> duplicates = viewDuplicates.SelectMulti();
contact = (Contact)view.Cache.CreateCopy(contact);
string prevStatus = contact.DuplicateStatus;
contact.DuplicateStatus = DuplicateStatusAttribute.Validated;
Decimal?score = 0;
contact.DuplicateFound = duplicates.Count > 0;
foreach (PXResult <CRDuplicateRecord, Contact, Contact2> r in duplicates)
{
Contact2 duplicate = r;
CRDuplicateRecord contactScore = r;
int duplicateWeight = ContactMaint.GetContactWeight(duplicate);
int currentWeight = ContactMaint.GetContactWeight(contact);
if (duplicateWeight > currentWeight ||
(duplicateWeight == currentWeight &&
duplicate.ContactID < contact.ContactID))
{
contact.DuplicateStatus = DuplicateStatusAttribute.PossibleDuplicated;
if (contactScore.Score > score)
{
score = contactScore.Score;
}
}
}
view.Cache.Update(contact);
if (contact.DuplicateStatus == DuplicateStatusAttribute.PossibleDuplicated &&
contact.ContactType == ContactTypesAttribute.Lead &&
contact.Status == LeadStatusesAttribute.New &&
Filter.CloseNoActivityLeads == true &&
score > Filter.CloseThreshold)
{
CRActivity activity = PXSelect <CRActivity,
Where <CRActivity.contactID, Equal <Required <Contact.contactID> > > > .SelectWindowed(graph, 0, 1, contact.ContactID);
if (activity == null)
{
PXAction action = graph.Actions["Action"];
PXAdapter adapter = new PXAdapter(view);
adapter.StartRow = 0;
adapter.MaximumRows = 1;
adapter.Searches = new object[] { contact.ContactID };
adapter.Menu = Messages.CloseAsDuplicate;
adapter.SortColumns = new[] { typeof(Contact.contactID).Name };
foreach (Contact c in action.Press(adapter))
{
;
}
prevStatus = null;
}
}
view.Cache.RestoreCopy(record, view.Cache.Current);
if (prevStatus != contact.DuplicateStatus)
{
graph.Actions.PressSave();
}
}
private static void ProcessValidation(ValidationFilter filter, Contact record)
{
BusinessAccountMaint graph = PXGraph.CreateInstance <BusinessAccountMaint>();
PXView view = graph.BAccount.View;
int startRow = 0, totalRows = 0;
BAccount baccount = null;
Contact contact = null;
if (record.ContactType == ContactTypesAttribute.BAccountProperty && record.BAccountID != null)
{
List <object> list_baccount = view.Select(null, null, new object[] { record.BAccountID }, new string[] { typeof(BAccount.bAccountID).Name }, null, null,
ref startRow, 1, ref totalRows);
if (list_baccount != null && list_baccount.Count >= 1)
{
baccount = PXResult.Unwrap <BAccount>(list_baccount[0]);
}
}
if (baccount == null || baccount.DefContactID != record.ContactID)
{
throw new PXException(Messages.ContactNotFound);
}
contact = graph.DefContact.Current = graph.DefContact.SelectWindowed(0, 1);
contact.DuplicateFound = true;
PXView viewDuplicates = graph.Duplicates.View;
if (viewDuplicates == null)
{
throw new PXException(Messages.DuplicateViewNotFound);
}
viewDuplicates.Clear();
List <object> duplicates = viewDuplicates.SelectMulti();
contact = (Contact)graph.DefContact.Cache.CreateCopy(contact);
contact.DuplicateStatus = DuplicateStatusAttribute.Validated;
Decimal?score = 0;
foreach (PXResult <CRDuplicateRecord, Contact, CRLeadContactValidationProcess.Contact2> r in duplicates)
{
CRLeadContactValidationProcess.Contact2 duplicate = r;
CRDuplicateRecord contactScore = r;
int duplicateWeight = ContactMaint.GetContactWeight(duplicate);
int currentWeight = ContactMaint.GetContactWeight(contact);
if (duplicateWeight > currentWeight ||
(duplicateWeight == currentWeight &&
duplicate.ContactID < contact.ContactID))
{
contact.DuplicateStatus = DuplicateStatusAttribute.PossibleDuplicated;
if (contactScore.Score > score)
{
score = contactScore.Score;
}
}
}
graph.DefContact.Cache.Update(contact);
graph.DefContact.Cache.RestoreCopy(record, contact);
graph.Actions.PressSave();
}
