private static void ProcessValidation(PXGraph graph, Contact record, ValidationFilter Filter)
{
Type itemType = record.GetType();
PXCache cache = PXGraph.CreateInstance <PXGraph>().Caches[itemType];
Type graphType;
object copy = cache.CreateCopy(record);
PXPrimaryGraphAttribute.FindPrimaryGraph(cache, ref copy, out graphType);
if (graphType == null)
{
throw new PXException(Messages.UnableToFindGraph);
}
graph = PXGraph.CreateInstance(graphType);
graph.Views[graph.PrimaryView].Cache.Current = copy;
CRDuplicateEntities <PXGraph, Contact> .RunActionWithAppliedAutomation(
graph,
copy,
nameof(CRDuplicateEntities <PXGraph, Contact> .CheckForDuplicates));
DuplicateDocument document = graph.Caches[typeof(DuplicateDocument)].Current as DuplicateDocument;
record.DuplicateStatus = document?.DuplicateStatus;
record.DuplicateFound = document?.DuplicateFound;
var maxScore = graph
.Caches[typeof(CRDuplicateRecord)]
.Cached
.Cast <CRDuplicateRecord>()
.Max(_ => _?.Score) ?? 0;
if (record.DuplicateStatus == DuplicateStatusAttribute.PossibleDuplicated &&
record.ContactType == ContactTypesAttribute.Lead
//&& record.Status == LeadStatusesAttribute.New
&& Filter.CloseNoActivityLeads == true &&
maxScore > Filter.CloseThreshold)
{
CRActivity activity = PXSelect <CRActivity,
Where <CRActivity.refNoteID, Equal <Required <Contact.noteID> > > > .SelectWindowed(graph, 0, 1, record.NoteID);
if (activity == null)
{
CRDuplicateEntities <PXGraph, Contact> .RunActionWithAppliedAutomation(
graph,
copy,
nameof(CRDuplicateEntities <PXGraph, Contact> .CloseAsDuplicate));
}
}
}
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();
}
}
public void ValidationFilter_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
ValidationFilter filter = (ValidationFilter)e.Row;
Contacts.SetProcessDelegate(record => ProcessValidation(filter, record));
}
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();
}
public void ValidationFilter_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
ValidationFilter filter = (ValidationFilter)e.Row;
Contacts.SetProcessDelegate((PXGraph graph, ContactAccount record) => ProcessValidation(graph, record, filter));
}
private static void ProcessValidation(BusinessAccountMaint graph, Contact record, ValidationFilter Filter)
{
Type itemType = record.GetType();
PXCache cache = PXGraph.CreateInstance <PXGraph>().Caches[itemType];
Type graphType;
object copy = cache.CreateCopy(record);
PXPrimaryGraphAttribute.FindPrimaryGraph(cache, ref copy, out graphType);
graph.Views[graph.PrimaryView].Cache.Current = copy as BAccount;
CRDuplicateEntities <PXGraph, BAccount> .RunActionWithAppliedAutomation(
graph,
copy,
nameof(CRDuplicateEntities <PXGraph, BAccount> .CheckForDuplicates));
}
