/// <summary>
/// Метод пытается изменить основной контакт на клиенте
/// </summary>
/// <param name="accountViewModel"></param>
/// <param name="errors"></param>
/// <returns></returns>
public bool TryChangePrimaryContact(AccountViewModel accountViewModel, Account account, ModelStateDictionary modelState)
{
Dictionary <string, string> errors = validator.ChangePrimaryContactCheck(accountViewModel, account);
if (errors.Count > 0)
{
errors.Keys.ToList().ForEach(error => modelState.AddModelError(error, errors[error]));
return(false);
}
// В зависимости от типа клиента
switch (account.AccountType)
{
// Для физических лиц основной контакт является обязательным
case AccountType.Individual:
Guid primaryContactId = Guid.Parse(accountViewModel.PrimaryContactId);
AccountContact primaryContact = context.AccountContacts.FirstOrDefault(i => i.Id == primaryContactId);
account.PrimaryContactId = primaryContactId;
account.Name = primaryContact.GetFullName();
break;
// Для остальных типов клиентов основной контакт может отсутствовать
case AccountType.IndividualEntrepreneur:
account.PrimaryContactId = string.IsNullOrEmpty(accountViewModel.PrimaryContactId) ? Guid.Empty : Guid.Parse(accountViewModel.PrimaryContactId);
break;
}
context.Accounts.Update(account);
context.SaveChanges();
return(true);
}
private void BindAccountContact()
{
try
{
AccountContact accountContact = AccountContact.GetAccountContactByAccountContactId(this.accountContactId);
TextBoxFirstName.Text = accountContact.FirstName;
TextBoxLastName.Text = accountContact.LastName;
TextBoxContactNumber.Text = accountContact.ContactNumber;
TextBoxEmail.Text = accountContact.Email;
TextBoxPosition.Text = accountContact.Position;
}
catch (System.Data.SqlClient.SqlException sqlEx)
{
for (int i = 0; i < sqlEx.Errors.Count; i++)
{
LabelError.Text += (sqlEx.Errors[i].Message + "<br />");
}
PanelError.Visible = true;
}
catch (Exception exception)
{
LabelError.Text += (exception.Message + "<br />");
PanelError.Visible = true;
}
}
/// <summary>
/// Метод выполняет проверки, необходимые при изенении основного контакта на клиенте
/// </summary>
/// <param name="accountViewModel"></param>
/// <returns></returns>
public Dictionary <string, string> ChangePrimaryContactCheck(AccountViewModel accountViewModel, Account account)
{
// Для физических лиц основной контакт является обязательным
if (account.AccountType == AccountType.Individual && string.IsNullOrEmpty(accountViewModel.PrimaryContactId))
{
errors.Add("PrimaryIndividualContactIsRequired", resManager.GetString("PrimaryIndividualContactIsRequired"));
return(errors);
}
// Для остальных типов клиентов основной контакт не является обязательным, поэтому осуществляется возврат из метода
if (account.AccountType != AccountType.Individual && string.IsNullOrEmpty(accountViewModel.PrimaryContactId))
{
return(errors);
}
// Если не получается распарсить строку с контактом, возвращается ошибка
if (!Guid.TryParse(accountViewModel.PrimaryContactId, out Guid primaryContactId))
{
errors.Add("AccountContactNotFound", resManager.GetString("AccountContactNotFound"));
return(errors);
}
// Если контак не найден, также возвращается ошибка
AccountContact accountContact = account.AccountContacts.FirstOrDefault(i => i.Id == primaryContactId);
if (accountContact == null)
{
errors.Add("AccountContactNotFound", resManager.GetString("AccountContactNotFound"));
return(errors);
}
return(errors);
}
public async Task Update(AccountContact contact)
{
Contacts.Attach(contact);
var entry = Entry(contact);
entry.State = EntityState.Modified;
await SaveChangesAsync();
}
public async Task DeleteContact(Guid id)
{
var contact = new AccountContact {
Id = id
};
Contacts.Attach(contact);
Contacts.Remove(contact);
await SaveChangesAsync();
}
protected void ButtonSave_Click(object sender, EventArgs e)
{
if (Page.IsValid)
{
AccountContact accountContact = new AccountContact();
accountContact.AccountContactId = this.accountContactId;
accountContact.FirstName = TextBoxFirstName.Text;
accountContact.LastName = TextBoxLastName.Text;
accountContact.ContactNumber = TextBoxContactNumber.Text;
accountContact.Email = TextBoxEmail.Text;
accountContact.Position = (TextBoxPosition.Text.Length == 0) ? "" : TextBoxPosition.Text;
accountContact.ModifiedUser = Context.User.Identity.GetUserName();
try
{
accountContact.Save();
int accountContactId = accountContact.AccountContactId;
if (this.accountId != 0)
{
AccountContactLink accountContactLink = new AccountContactLink();
accountContactLink.AccountContactId = accountContact.AccountContactId;
accountContactLink.AccountId = this.accountId;
accountContactLink.ModifiedUser = Context.User.Identity.GetUserName();
accountContactLink.Save();
BindAccountContactGridView();
}
Button clickedButton = (Button)sender;
switch (clickedButton.ID)
{
case "ButtonSave":
Response.Redirect("AccountContactList.aspx");
break;
case "ButtonSaveNew":
Response.Redirect("AccountContactEdit.aspx");
break;
case "ButtonSaveLink":
Response.Redirect(String.Format("AccountContactEdit.aspx?AccountContactId={0}&AccountId={1}", 0, this.accountId));
break;
}
}
catch (System.Data.SqlClient.SqlException sqlEx)
{
LabelError.Text = "";
for (int i = 0; i < sqlEx.Errors.Count; i++)
{
ErrorMessage.Text += (sqlEx.Errors[i].Message + "<br />");
}
}
}
}
public void AssociateAccountToContact(List <AccountContactModel> accountcontactlist, int createdBy)
{
List <AccountContact> accountContactList = new List <AccountContact>();
foreach (var accountcontact in accountcontactlist)
{
AccountContact acccontact = new AccountContact();
acccontact.AccountId = accountcontact.AccountId;
acccontact.ContactId = accountcontact.ContactId;
acccontact.CreatedBy = createdBy;
acccontact.CreatedDate = DateTime.UtcNow;
accountContactList.Add(acccontact);
}
accountcontactRepository.InsertAll(accountContactList);
}
public override Dictionary <string, string> DeleteCheck(Guid id)
{
AccountContact accountContact = context.AccountContacts.FirstOrDefault(i => i.Id == id);
if (accountContact == null)
{
errors.Add("AccountContactNotFound", resManager.GetString("AccountContactNotFound"));
}
Account account = context.Accounts.FirstOrDefault(i => i.Id == accountContact.AccountId);
if (account == null)
{
errors.Add("AccountContactNotFound", resManager.GetString("AccountContactNotFound"));
}
if (account.PrimaryContactId == accountContact.Id && account.AccountType == AccountType.Individual)
{
errors.Add("PrimaryIndividualContactIsReadonly", resManager.GetString("PrimaryIndividualContactIsReadonly"));
}
return(errors);
}
private void BindAccountContactGridView()
{
GridViewResult.DataSource = AccountContact.GetAccountContactListByAccountId(this.accountId);
GridViewResult.DataBind();
}
/// <remarks/>
public System.IAsyncResult BeginmodifyAccountContact(AccountContact contact, System.AsyncCallback callback, object asyncState)
{
return(this.BeginInvoke("modifyAccountContact", new object[] {
contact
}, callback, asyncState));
}
public void modifyAccountContact(AccountContact contact)
{
this.Invoke("modifyAccountContact", new object[] {
contact
});
}
public void addAccountContact(AccountContact contact)
{
this.Invoke("addAccountContact", new object[] {
contact
});
}
public static string GetFullName(this AccountContact accountContact)
=> $"{accountContact.LastName} {accountContact.FirstName} {accountContact.MiddleName}";
public override Account OnModelCreate(AccountViewModel accountViewModel)
{
// Поля клиента и список контактов
string name = string.Empty;
string kpp = string.Empty;
string okpo = string.Empty;
string ogrn = string.Empty;
Guid newAccountId = Guid.NewGuid();
Guid primaryContactId = Guid.Empty;
List <AccountContact> accountContacts = new List <AccountContact>();
// В зависимости от типа клиента инициализация переменных разными значениями
AccountType accountType = (AccountType)Enum.Parse(typeof(AccountType), accountViewModel.AccountType);
switch (accountType)
{
// Физическое лицо
case AccountType.Individual:
name = accountViewModel.GetIndividualFullName();
AccountContact accountContact = GetNewAccountContact(accountViewModel, newAccountId);
primaryContactId = accountContact.Id;
accountContacts.Add(accountContact);
context.AccountContacts.Add(accountContact);
break;
// ИП
case AccountType.IndividualEntrepreneur:
name = accountViewModel.Name;
kpp = accountViewModel.KPP;
break;
// Юридическое лицо
case AccountType.LegalEntity:
name = accountViewModel.Name;
kpp = accountViewModel.KPP;
okpo = accountViewModel.OKPO;
ogrn = accountViewModel.OGRN;
break;
}
// Создание адреса - при любом типе клиента
List <AccountAddress> accountAddresses = new List <AccountAddress>();
AccountAddress accountAddress = GetNewAccountAddress(accountViewModel, newAccountId);
Guid legalAddressId = accountAddress.Id;
accountAddresses.Add(accountAddress);
context.AccountAddresses.Add(accountAddress);
// Привязка существующего сотрудника организации как основного менеджера по клиенту и добавление его в список "accountManagers"
List <AccountManager> accountManagers = new List <AccountManager>();
AccountManager accountManager = GetNewAccountManager(accountViewModel, newAccountId);
Guid primaryManagerId = accountManager.Id;
accountManagers.Add(accountManager);
context.AccountManagers.Add(accountManager);
return(new Account()
{
Id = newAccountId,
Name = name,
INN = accountViewModel.INN,
KPP = kpp,
OKPO = okpo,
OGRN = ogrn,
AccountStatus = AccountStatus.Active,
AccountType = accountType,
OrganizationId = currentUser.PrimaryOrganizationId,
ParentAccountId = Guid.Empty,
PrimaryContactId = primaryContactId,
LegalAddressId = legalAddressId,
PrimaryManagerId = primaryManagerId,
AccountContacts = accountContacts,
AccountAddresses = accountAddresses,
AccountManagers = accountManagers
});
}
public int AddContact(ContactModel contactModel)
{
Contact contact = new Contact();
AutoMapper.Mapper.Map(contactModel, contact);
contact.CreatedDate = DateTime.UtcNow;
contact.ModifiedBy = contactModel.ModifiedBy;
contact.CreatedBy = contactModel.CreatedBy;
contact.ModifiedDate = DateTime.UtcNow;
contact.Address = null;
contact.User = null;
contact.Address = ValidateAddress(contact.Address, contactModel.AddressModel);
if (contactModel.AccountId > 0)
{
AccountContact accountcontact = new AccountContact();
accountcontact.AccountId = contactModel.AccountId;
accountcontact.CreatedBy = contactModel.CreatedBy;
accountcontact.CreatedDate = DateTime.UtcNow;
contact.AccountContacts.Add(accountcontact);
}
if (contactModel.LeadId > 0)
{
LeadContact leadcontact = new LeadContact();
leadcontact.LeadId = contactModel.LeadId.Value;
leadcontact.CreatedBy = contactModel.CreatedBy;
leadcontact.CreatedDate = DateTime.UtcNow;
contact.LeadContacts.Add(leadcontact);
}
contactRepository.Insert(contact);
List <int> lisTagIds = new List <int>();
if (!string.IsNullOrEmpty(contactModel.ContactTagIds))
{
string[] arrTagIds = contactModel.ContactTagIds.Split(',');
int tagId = 0;
for (int i = 0; i < arrTagIds.Length; i++)
{
tagId = arrTagIds[i].Decrypt();
lisTagIds.Add(tagId);
}
}
if (!string.IsNullOrEmpty(contactModel.NewTagNames))
{
List <int> lisNewAddedTagIds = new List <int>();
lisNewAddedTagIds = AddTagsToSystem(contactModel.NewTagNames, contactModel.CompanyId, contactModel.CreatedBy);
if (lisNewAddedTagIds.Count > 0)
{
lisTagIds = lisTagIds.Concat(lisNewAddedTagIds).ToList();
}
}
//Associate Tagids to contact
if (lisTagIds.Count > 0)
{
ContactTag contactTag;
for (int i = 0; i < lisTagIds.Count; i++)
{
contactTag = new ContactTag();
contactTag.ContactId = contact.ContactId;
contactTag.TagId = lisTagIds[i];
contactTagRepository.Insert(contactTag);
}
}
return(contact.ContactId);
}
public ServiceResponse AddEditContact(UserModel userModel, int accountId)
{
currentLoginCompanyId = GetLoginUserCompanyId();
loginUserId = GetLoginUserId();
IdentityResult result = new IdentityResult();
var user = new User();
var existUser = _unitOfWork.userRespository.Get(m => m.Email == userModel.Email && m.Id != userModel.Id).FirstOrDefault();
if (userModel.Id > 0 && existUser == null)
{
user = _unitOfWork.userRespository.Get(c => c.Id == userModel.Id).FirstOrDefault();
var accountContactInfo = _unitOfWork.accountContactRespository.Get(c => c.UserId == userModel.Id).FirstOrDefault();
Mapper.Map(userModel, user);
user.BusinessName = null;
user.UpdatedBy = loginUserId;
user.CompanyId = currentLoginCompanyId;
if (accountContactInfo != null && accountContactInfo.AccountId != accountId)
{
var accountContact = new AccountContact()
{
AccountId = accountId
};
user.AccountContact = new List <AccountContact> {
accountContact
};
}
_unitOfWork.userRespository.Update(user);
}
else
{
var DeleteUser = UserManager.FindByEmail(userModel.Email);
if (DeleteUser != null && existUser == null)
{
DeleteUser.IsDeleted = false;
Mapper.Map(DeleteUser, user);
Mapper.Map(userModel, user);
user.UpdatedBy = loginUserId;
user.CompanyId = currentLoginCompanyId;
var accountContact = new AccountContact()
{
AccountId = accountId
};
user.AccountContact = new List <AccountContact> {
accountContact
};
_unitOfWork.userRespository.Update(user);
}
else
{
if (existUser == null)
{
Mapper.Map(userModel, user);
var accountContact = new AccountContact()
{
AccountId = accountId
};
user.AccountContact = new List <AccountContact> {
accountContact
};
user.CreatedBy = loginUserId;
user.CompanyId = currentLoginCompanyId;
_unitOfWork.userRespository.Insert(user);
}
else
{
return(new ServiceResponse {
Data = userModel, Message = "Sorry, it looks like <b>" + userModel.Email + " </b> belongs to an existing account", Success = false
});
}
}
}
_unitOfWork.Save();
Mapper.Map(user, userModel);
return(new ServiceResponse()
{
Data = userModel, Message = "Success", Success = true
});
}
public LeadModel UpdateLeadStage(LeadModel leadModel)
{
//LeadModel leadModel = new LeadModel();
int leadId, stageId, modifyBy;
bool isClosedWin;
leadId = leadModel.LeadId;
stageId = (int)leadModel.StageId;
isClosedWin = (bool)leadModel.IsClosedWin;
modifyBy = (int)leadModel.ModifiedBy;
RatingModel ratingModel = new RatingModel();
Stage stage = new Stage();
stage = stageRepository.SingleOrDefault(r => r.StageId == stageId && r.RecordDeleted == false);
leadModel.LeadId = leadId;
leadModel.StageId = stageId;
int?ratingId = stage.DefaultRatingId;
leadModel.RatingId = ratingId;
ratingModel = ratingBusiness.GetRatingByRatingId((int)(leadModel.RatingId == null ? 0 : leadModel.RatingId));
bool?isLastStage = stage.IsLastStage == null ? false : stage.IsLastStage;
leadModel = Update(leadModel, (bool)isLastStage);
leadModel.Rating = ratingModel;
if (isLastStage == true)
{
Lead lead = leadRepository.SingleOrDefault(r => r.LeadId == leadModel.LeadId);
if (isClosedWin == true && lead.AccountId == null)
{//Code for Converting lead to Account as the lead is closed with win status
using (TransactionScope tscope = new TransactionScope(TransactionScopeOption.RequiresNew))
{
int leadModuleId = Convert.ToInt32(Utility.Enums.Module.Lead);
int accountModuleId = Convert.ToInt32(Utility.Enums.Module.Account);
Account account = new Account();
account.AccountName = lead.LeadCompanyName ?? lead.Title;
account.AccountOwnerId = lead.LeadOwnerId.Value;
account.CompanyId = lead.CompanyId;
accountRepository.Insert(account);
account.CreatedBy = modifyBy;
account.CreatedDate = DateTime.UtcNow;
int accountId = account.AccountId;
//Code to Create Sale order automatically just after creating new order
SalesOrder saleaOrder = new SalesOrder();
saleaOrder.Subject = lead.Title;
saleaOrder.AccountId = account.AccountId;
saleaOrder.CompanyId = account.CompanyId;
saleaOrder.OwnerId = account.CreatedBy;
saleaOrder.OrderAmount = lead.Amount;
saleaOrder.GrandTotal = lead.Amount;
saleaOrder.CreatedBy = account.CreatedBy;
saleaOrder.CreatedDate = DateTime.UtcNow;
saleaOrder.ModifiedBy = account.ModifiedBy;
saleaOrder.ModifiedDate = DateTime.UtcNow;
salesOrderRepository.Insert(saleaOrder);
//salesOrderRepository
//code for saving leadcontact to account contact
List <AccountContact> accountContactList = new List <AccountContact>();
AccountContact accountcontact = new AccountContact();
ICollection <LeadContact> leadContacts = new List <LeadContact>();
leadContacts = lead.LeadContacts;
foreach (var leadcontact in leadContacts)
{
accountcontact.AccountId = accountId;
accountcontact.ContactId = leadcontact.ContactId;
accountcontact.CreatedDate = DateTime.UtcNow;
accountcontact.CreatedBy = modifyBy;
accountContactList.Add(accountcontact);
}
accountcontactRepository.InsertAll(accountContactList);
//code for saving leadDocument TO accountDocument
List <FileAttachment> fileAttacmentList = new List <FileAttachment>();
fileAttacmentList = fileAttachmentrepository.GetAll(r => r.LeadId == leadId).ToList();
foreach (FileAttachment file in fileAttacmentList)
{
file.AccountId = accountId;
}
fileAttachmentrepository.UpdateAll(fileAttacmentList);
//Code for Converting LeadActivity to account Activity
List <TaskItem> activityList = new List <TaskItem>();
activityList = taskItemRepository.GetAll(r => r.AssociatedModuleId == leadModuleId && r.AssociatedModuleValue == leadId).ToList();
List <TaskItem> listActivityToAdd = new List <TaskItem>();
foreach (TaskItem task in activityList)
{
TaskItem taskObj = new TaskItem();
taskObj.CompanyId = task.CompanyId;
taskObj.AssociatedModuleId = accountModuleId;
taskObj.AssociatedModuleValue = accountId;
taskObj.Description = task.Description;
taskObj.DueDate = task.DueDate;
taskObj.EndDate = task.EndDate;
taskObj.CreatedDate = task.CreatedDate;
taskObj.CreatedBy = task.CreatedBy;
taskObj.Subject = task.Subject;
taskObj.Status = task.Status;
taskObj.OwnerId = task.OwnerId;
listActivityToAdd.Add(taskObj);
}
taskItemRepository.InsertAll(listActivityToAdd);
//Associating Lead TO NewLy created account
lead.AccountId = accountId;
lead.ClosingDate = DateTime.UtcNow;
lead.IsLeadConvertedToAccount = true;
lead.RatingId = ratingId;
lead.StageId = stageId;
lead.ModifiedBy = modifyBy;
lead.ModifiedDate = DateTime.UtcNow;
lead.IsClosed = true;
leadRepository.Update(lead);
tscope.Complete();
}
leadModel.Rating.Icons = CommonFunctions.GetRatingImage("", true, true);
}
else
{
leadModel.Rating.Icons = CommonFunctions.GetRatingImage("", true, false);
lead.ClosingDate = DateTime.UtcNow;
lead.IsLeadConvertedToAccount = false;
lead.RatingId = ratingId;
lead.StageId = stageId;
lead.ModifiedBy = modifyBy;
lead.ModifiedDate = DateTime.UtcNow;
lead.LeadStatusId = (int?)Utility.Enums.LeadStatus.Lost; //5 is set for lost lead
lead.IsClosed = true;
leadRepository.Update(lead);
}
}
return(leadModel);
}
public async Task Add(AccountContact contact)
{
Contacts.Add(contact);
await SaveChangesAsync();
}
