public void SetCRMAccount(CRMAccount crmAccount)
{
if (crmAccount != null)
{
m_crmAccount = crmAccount;
SetStatusMessage(UPDATE_TEXT, false);
m_crmType.SelectedIndex = m_crmType.Items.IndexOf(m_crmType.Items.Single(x => ((TextBlock)x).Text == crmAccount.CRMAccountType.ToString()));
m_crmURL.Text = crmAccount.URL;
m_crmUsername.Text = crmAccount.Username;
m_crmPassword.Text = crmAccount.Password;
m_deleteButton.IsEnabled = true;
}
else
{
m_crmAccount = null;
SetStatusMessage(ADD_TEXT, false);
m_crmURL.Text = String.Empty;
m_crmUsername.Text = String.Empty;
m_crmPassword.Text = String.Empty;
m_deleteButton.IsEnabled = false;
}
}
public AccountDetailsViewModel(CRMAccount account) : this()
{
Id = account.Id;
Title = account.Title;
Industry = account.Industry;
EmployeeCount = account.EmployeeCount;
FoundedOn = account.FoundedOn;
Email = account.Email;
PhoneNo = account.PhoneNo;
SecondaryEmail = account.SecondaryEmail;
OfficePhone = account.OfficePhone;
Website = account.Website;
Facebook = account.Facebook;
Twitter = account.Twitter;
GooglePlus = account.GooglePlus;
LinkedIn = account.LinkedIn;
City = account.City;
Country = account.Country;
Address = account.Address;
CommunicationAddress = account.CommunicationAddress;
Expertise = account.Expertise;
Description = account.Description;
AssignedToUserId = account.AssignedToEmployeeId;
AssignedToUser = account.AssignedToEmployee;
ParentId = account.ParentId;
Parent = account.Parent;
}
public ActionResult Create(CRMAccount cRMAccount)
{
if (ModelState.IsValid)
{
cRMAccount.CreatedByUserId = WebUser.Id;
_crmAccountRepository.Create(cRMAccount);
_unitOfWork.Commit();
return(RedirectToAction("Index"));
}
return(View(cRMAccount));
}
private string Validate(CRMAccount crmAccount)
{
var validationResults = new List <ValidationResult>();
var validationContext = new ValidationContext(crmAccount, null, null);
Validator.TryValidateObject(crmAccount, validationContext, validationResults);
crmAccount.ValidationErrors.Clear();
if (validationResults.Count > 0)
{
return(validationResults[0].ErrorMessage);
}
else
{
// Do any other client side validation required.
return(null);
}
}
private void Submit(object sender, System.Windows.RoutedEventArgs e)
{
if (m_crmAccount == null)
{
CRMAccount crmAccount = new CRMAccount()
{
ID = Guid.Empty.ToString(), // Will be set in the manager.
Owner = "None", // Will be set in the manager.
CRMTypeID = Enum.Parse(typeof(CRMAccountTypes), ((TextBlock)m_crmType.SelectedValue).Text, true).GetHashCode(),
URL = m_crmURL.Text,
Username = m_crmUsername.Text,
Password = m_crmPassword.Text,
};
string validationError = Validate(crmAccount);
if (validationError != null)
{
SetErrorMessage(validationError);
}
else
{
Add(crmAccount);
}
}
else
{
m_crmAccount.CRMTypeID = Enum.Parse(typeof(CRMAccountTypes), ((TextBlock)m_crmType.SelectedValue).Text, true).GetHashCode();
m_crmAccount.URL = m_crmURL.Text;
m_crmAccount.Username = m_crmUsername.Text;
m_crmAccount.Password = m_crmPassword.Text;
string validationError = Validate(m_crmAccount);
if (validationError != null)
{
SetErrorMessage(validationError);
}
else
{
Update(m_crmAccount);
}
}
}
public ActionResult Edit(CRMAccount cRMAccount)
{
if (ModelState.IsValid)
{
var selectedAccount = _crmAccountRepository.Get(cRMAccount.Id);
if (selectedAccount != null)
{
selectedAccount.Title = cRMAccount.Title;
selectedAccount.Industry = cRMAccount.Industry;
selectedAccount.EmployeeCount = cRMAccount.EmployeeCount;
selectedAccount.FoundedOn = cRMAccount.FoundedOn;
selectedAccount.Email = cRMAccount.Email;
selectedAccount.PhoneNo = cRMAccount.PhoneNo;
selectedAccount.SecondaryEmail = cRMAccount.SecondaryEmail;
selectedAccount.OfficePhone = cRMAccount.OfficePhone;
selectedAccount.Website = cRMAccount.Website;
selectedAccount.Facebook = cRMAccount.Facebook;
selectedAccount.Twitter = cRMAccount.Twitter;
selectedAccount.GooglePlus = cRMAccount.GooglePlus;
selectedAccount.LinkedIn = cRMAccount.LinkedIn;
selectedAccount.City = cRMAccount.City;
selectedAccount.Country = cRMAccount.Country;
selectedAccount.Address = cRMAccount.Address;
selectedAccount.CommunicationAddress = cRMAccount.CommunicationAddress;
selectedAccount.Expertise = cRMAccount.Expertise;
selectedAccount.Description = cRMAccount.Description;
selectedAccount.AssignedToEmployeeId = cRMAccount.AssignedToEmployeeId;
selectedAccount.ParentId = cRMAccount.ParentId;
selectedAccount.UpdatedByUserId = WebUser.Id;
_crmAccountRepository.Update(selectedAccount);
_unitOfWork.Commit();
return(RedirectToAction("Index"));
}
}
return(View(cRMAccount));
}
public CRMAccountModel(CRMAccount contact)
{
Id = contact.Id;
if (contact.Parent != null)
{
Parent = contact.Parent.Title;
}
if (contact.AssignedToEmployee != null)
{
AssignedToEmployee = contact.AssignedToEmployee.User.Person.Name;
}
ParentId = contact.ParentId;
AssignedToEmployeeId = contact.AssignedToEmployeeId;
PhoneNo = contact.PhoneNo;
Email = contact.Email;
CreatedOn = contact.CreatedOn;
Title = contact.Title;
Industry = contact.Industry;
EmployeeCount = contact.EmployeeCount;
FoundedOn = contact.FoundedOn;
Email = contact.Email;
SecondaryEmail = contact.SecondaryEmail;
OfficePhone = contact.OfficePhone;
Website = contact.Website;
Facebook = contact.Facebook;
LinkedIn = contact.LinkedIn;
Twitter = contact.Twitter;
Country = contact.Country;
GooglePlus = contact.GooglePlus;
City = contact.City;
Description = contact.Description;
Country = contact.Country;
Address = contact.Address;
CommunicationAddress = contact.CommunicationAddress;
Expertise = contact.Expertise;
}
public bool Convert(bool createAccount, bool createPotential, int id, int assignedToUserId, int?categoryId, double?expectedAmount, DateTime?expectedCloseDate, string description, DateTime?enquiredOn, int salesStage, int createdByUserId)
{
var selectedLead = _crmLeadRepository.GetBy(l => l.Id == id, "Person");
if (selectedLead != null)
{
CRMAccount selectedOrganization = null;
if (createAccount)
{
// Create the Account First
var organization = selectedLead.Person.Organization;
if (!string.IsNullOrEmpty(organization))
{
selectedOrganization = _crmAccountRepository.GetBy(a => a.Title == organization);
if (selectedOrganization == null)
{
selectedOrganization = new CRMAccount
{
Title = organization,
EmployeeCount = EmployeeCount.One2Ten,
AssignedToEmployeeId = assignedToUserId,
CreatedByUserId = createdByUserId
};
_crmAccountRepository.Create(selectedOrganization);
_unitOfWork.Commit();
}
}
}
// Create Contact
var contact = new CRMContact
{
PersonId = selectedLead.PersonId,
CreatedByUserId = createdByUserId
};
// Assign the account Id
if (selectedOrganization != null)
{
contact.ParentAccountId = selectedOrganization.Id;
}
_crmContactRepository.Create(contact);
_unitOfWork.Commit();
if (createPotential)
{
// Create the Potential
var potential = new CRMPotential
{
CategoryId = categoryId,
ExpectedAmount = expectedAmount,
ExpectedCloseDate = expectedCloseDate,
Description = description,
EnquiredOn = enquiredOn,
SalesStageId = salesStage,
AssignedToUserId = assignedToUserId,
ContactId = contact.Id,
CreatedByUserId = createdByUserId
};
_crmPotentialRepository.Create(potential);
_unitOfWork.Commit();
// Move all Lead Technologies to Potential Technologies
var technologies = _crmLeadTechnologyMapRepository.GetAllBy(m => m.LeadId == selectedLead.Id).ToList();
foreach (var technology in technologies)
{
var technologyMap = new CRMPotentialTechnologyMap
{
PotentialId = potential.Id,
TechnologyId = technology.TechnologyId
};
_crmPotentialTechnologyMapRepository.Create(technologyMap);
}
// Move all Lead Activities to Potential Activities
var activities = _crmLeadActivityRepository.GetAllBy(m => m.CRMLeadId == selectedLead.Id).ToList();
foreach (var activity in activities)
{
var potentialActivity = new CRMPotentialActivity
{
CRMPotentialId = potential.Id,
Title = activity.Title,
Comment = activity.Comment,
CreatedOn = activity.CreatedOn,
CreatedByUserId = createdByUserId
};
_crmPotentialActivityRepository.Create(potentialActivity);
}
_unitOfWork.Commit();
}
// Delete the Lead
_crmLeadService.Delete(id);
return(true);
}
return(false);
}
public ActionResult Update(CRMAccountModel cRMAccount)
{
ApiResult <CRMAccount> apiResult;
if (ModelState.IsValid)
{
if (cRMAccount.Id > 0)
{
apiResult = TryExecute(() =>
{
var selectedAccount = _crmAccountRepository.Get(cRMAccount.Id);
if (selectedAccount != null)
{
selectedAccount.Title = cRMAccount.Title;
selectedAccount.Industry = cRMAccount.Industry;
selectedAccount.EmployeeCount = cRMAccount.EmployeeCount;
selectedAccount.FoundedOn = cRMAccount.FoundedOn;
selectedAccount.Email = cRMAccount.Email;
selectedAccount.PhoneNo = cRMAccount.PhoneNo;
selectedAccount.SecondaryEmail = cRMAccount.SecondaryEmail;
selectedAccount.OfficePhone = cRMAccount.OfficePhone;
selectedAccount.Website = cRMAccount.Website;
selectedAccount.Facebook = cRMAccount.Facebook;
selectedAccount.Twitter = cRMAccount.Twitter;
selectedAccount.GooglePlus = cRMAccount.GooglePlus;
selectedAccount.LinkedIn = cRMAccount.LinkedIn;
selectedAccount.City = cRMAccount.City;
selectedAccount.Country = cRMAccount.Country;
selectedAccount.Address = cRMAccount.Address;
selectedAccount.CommunicationAddress = cRMAccount.CommunicationAddress;
selectedAccount.Expertise = cRMAccount.Expertise;
selectedAccount.Description = cRMAccount.Description;
selectedAccount.AssignedToEmployeeId = cRMAccount.AssignedToEmployeeId;
selectedAccount.ParentId = cRMAccount.ParentId;
selectedAccount.UpdatedByUserId = WebUser.Id;
_crmAccountRepository.Update(selectedAccount);
_unitOfWork.Commit();
}
return(selectedAccount);
}, "CRM Account updated sucessfully");
}
else
{
apiResult = TryExecute(() =>
{
var crmAccount = new CRMAccount
{
Title = cRMAccount.Title,
Industry = cRMAccount.Industry,
EmployeeCount = cRMAccount.EmployeeCount,
FoundedOn = cRMAccount.FoundedOn,
Email = cRMAccount.Email,
PhoneNo = cRMAccount.PhoneNo,
SecondaryEmail = cRMAccount.SecondaryEmail,
OfficePhone = cRMAccount.OfficePhone,
Website = cRMAccount.Website,
Facebook = cRMAccount.Facebook,
Twitter = cRMAccount.Twitter,
GooglePlus = cRMAccount.GooglePlus,
LinkedIn = cRMAccount.LinkedIn,
City = cRMAccount.City,
Country = cRMAccount.Country,
Address = cRMAccount.Address,
CommunicationAddress = cRMAccount.CommunicationAddress,
Expertise = cRMAccount.Expertise,
Description = cRMAccount.Description,
AssignedToEmployeeId = cRMAccount.AssignedToEmployeeId,
ParentId = cRMAccount.ParentId,
CreatedByUserId = WebUser.Id,
};
_crmAccountRepository.Create(crmAccount);
_unitOfWork.Commit();
return(crmAccount);
}, "CRM Account created sucessfully");
}
}
else
{
apiResult = ApiResultFromModelErrors <CRMAccount>();
}
return(Json(apiResult, JsonRequestBehavior.AllowGet));
}
