public static CustomerRelationsModel Create(CustomerRelations customerRelations)
{
return(new CustomerRelationsModel
{
User = customerRelations.UserName,
Action = customerRelations.Action == null ? "-" : customerRelations.Action.Name,
Status = customerRelations.Status == null ? "-" : customerRelations.Status.Name,
Rank = customerRelations.Rank == null ? "-" : customerRelations.Rank.Name,
DateTime = customerRelations.Timestamp,
Comment = customerRelations.Comment,
Type = customerRelations.Type,
PhoneNumber = customerRelations.PhoneNumber
});
}
public JsonResult SaveEntry(string type, int action, int status, int?rank, string comment, int customerId, bool isBroker, string phoneNumber)
{
try {
var actionItem = this._crmActionsRepository.Get(action);
var statusItem = this._crmStatusesRepository.Get(status);
var rankItem = rank.HasValue ? this._crmRanksRepository.Get(rank.Value) : null;
var newEntry = new CustomerRelations {
CustomerId = customerId,
UserName = User.Identity.Name,
Type = type,
Action = actionItem,
Status = statusItem,
Rank = rankItem,
Comment = comment,
Timestamp = DateTime.UtcNow,
IsBroker = isBroker,
PhoneNumber = phoneNumber
};
this._customerRelationsRepository.SaveOrUpdate(newEntry);
this._customerRelationStateRepository.SaveUpdateState(customerId, false, null, newEntry);
//Add SF activity
var customer = this.customerRepository.ReallyTryGet(customerId);
if (customer != null)
{
this._serviceClient.Instance.SalesForceAddActivity(this._context.UserId, customerId, new ActivityModel {
Description = string.Format("{0}, {1}, {2}, {3}", type, actionItem.Name, statusItem.Name, comment),
Email = customer.Name,
Origin = customer.CustomerOrigin.Name,
StartDate = DateTime.UtcNow,
EndDate = DateTime.UtcNow,
IsOpportunity = false,
Originator = this._context.User.Name,
Type = actionItem.Name,
});
}
return(Json(new { success = true, error = "" }));
} catch (Exception e) {
Log.ErrorFormat("Exception while trying to save customer relations new entry:{0}", e);
return(Json(new { success = false, error = "Error saving new customer relations entry." }));
} // try
} // SaveEntry
public JsonResult ChangeRank(int customerId, int rankId)
{
try {
var crm = new CustomerRelations {
Rank = this._crmRanksRepository.Get(rankId),
Timestamp = DateTime.UtcNow,
Comment = "Rank change",
UserName = User.Identity.Name,
};
this._customerRelationsRepository.Save(crm);
this._customerRelationStateRepository.SaveUpdateRank(customerId, crm);
return(Json(new { success = true, error = "" }));
} catch (Exception e) {
Log.ErrorFormat("Exception while trying to change customer relations rank:{0}", e);
return(Json(new { success = false, error = "Error saving new customer relations rank." }));
} // try
} // ChangeRank
}//HandleOneSms
private void AddCrm(EzbobSmsMessage message)
{
if (!message.UserId.HasValue)
{
return;
}
var newEntry = new CustomerRelations {
CustomerId = message.UserId.Value,
UserName = "******",
Type = "In",
Action = this.smsActionItem,
Status = this.noteStatusItem,
Comment = message.Body,
Timestamp = message.DateSent,
IsBroker = false,
PhoneNumber = message.From
};
this.customerRelationsRepository.SaveOrUpdate(newEntry);
this.customerRelationStateRepository.SaveUpdateState(message.UserId.Value, false, null, newEntry);
}
public void MarkAsPending(int customerId, string actionItems, string costumeActionItemValue)
{
DateTime now = DateTime.UtcNow;
List <int> checkedIds = GetCheckedActionItemIds(actionItems);
bool changed = false;
// "Close" action items
var openActionItemsInDb = this.frequentActionItemsForCustomerRepository.GetAll().Where(x => x.CustomerId == customerId && x.UnmarkedDate == null);
foreach (var openActionItem in openActionItemsInDb)
{
if (!checkedIds.Contains(openActionItem.ItemId))
{
changed = true;
openActionItem.UnmarkedDate = now;
this.frequentActionItemsForCustomerRepository.SaveOrUpdate(openActionItem);
}
}
// Insert new action items
foreach (int checkedId in checkedIds)
{
if (!openActionItemsInDb.Any(x => x.ItemId == checkedId))
{
changed = true;
var newCheckedItem = new FrequentActionItemsForCustomer {
CustomerId = customerId, ItemId = checkedId, MarkedDate = now
};
this.frequentActionItemsForCustomerRepository.SaveOrUpdate(newCheckedItem);
}
}
// Update costume action item
Customer customer = this.customerRepository.Get(customerId);
if (customer.CostumeActionItem != costumeActionItemValue)
{
changed = true;
customer.CostumeActionItem = costumeActionItemValue;
}
if (changed)
{
var entry = new CustomerRelations {
Action = this._crmActionsRepository.GetAll().FirstOrDefault(x => x.Name == "Action items change"),
CustomerId = customerId,
IsBroker = false,
Rank = this._crmRanksRepository.GetAll().FirstOrDefault(x => x.Name == "High"),
Status = this._crmStatusesRepository.GetAll().FirstOrDefault(x => x.Name == "Pending"),
Timestamp = DateTime.UtcNow,
Type = "Internal",
UserName = User.Identity.Name
};
this._customerRelationsRepository.SaveOrUpdate(entry);
if (checkedIds.Count == 0 && string.IsNullOrEmpty(customer.CostumeActionItem))
{
// Mark as waiting for decision
customer.CreditResult = CreditResultStatus.WaitingForDecision;
this.customerRepository.SaveOrUpdate(customer);
}
else
{
// Mark as pending
customer.CreditResult = CreditResultStatus.ApprovedPending;
this.customerRepository.SaveOrUpdate(customer);
// Send mail
this._serviceClient.Instance.SendPendingMails(this._context.UserId, customerId);
}
}
}
