public async Task <IActionResult> PromoteLead([FromRoute] Guid organizationId, [FromRoute] Guid leadId,
[FromBody] PromoteLeadOptions options)
{
var r = await _leadService.PromoteLead(_accountManager, leadId, options);
return(Ok(r));
}
private bool CheckValidation(Guid leadId, PromoteLeadOptions options, bool customerExists, out PromoteLeadResult retVal)
{
bool isPhoneExists = false;
bool isOrganizationExists = false;
bool isEmailExists = false;
if (!string.IsNullOrEmpty(options.PhoneNumber?.Trim()))
{
_logger.LogInformation(GetLogMessage("Phone Number validation : {0}"), options.PhoneNumber);
isPhoneExists = _applicationUsers.Queryable().Any(a => a.PhoneNumber == options.PhoneNumber);
}
if (!customerExists && !string.IsNullOrEmpty(options.Email?.Trim()))
{
_logger.LogInformation(GetLogMessage("Email validation : {0}"), options.Email);
isEmailExists = _applicationUsers.Queryable().Any(a => a.Email == options.Email);
}
if (!customerExists && !string.IsNullOrEmpty(options.OrganizationName?.Trim()))
{
_logger.LogInformation(GetLogMessage("Organization Name validation : {0}"), options.OrganizationName);
isOrganizationExists = _organizations.Queryable().Any(a => a.Name == options.OrganizationName);
}
retVal = new PromoteLeadResult
{
LeadId = leadId
};
if (!isPhoneExists && !isOrganizationExists && !isEmailExists)
{
return(false);
}
retVal.Succeeded = false;
retVal.ErrorMessage = GetErrorMessage(isPhoneExists, isOrganizationExists, isEmailExists);
_logger.LogInformation(GetLogMessage(retVal.ErrorMessage));
return(true);
}
public async Task <PromoteLeadResult> PromoteLead(
IOrganizationAccountManager am,
Guid leadId,
PromoteLeadOptions options)
{
_logger.LogInformation(GetLogMessage("Account manager promotes lead: {0}"), leadId);
var lead = await Repository.Queryable()
.Where(x => x.Id == leadId)
.ForOrganizationAccountManager(am)
.FirstOrDefaultAsync();
if (lead == null)
{
throw new ApplicationException("Lead not found");
}
options.PhoneNumber =
!string.IsNullOrEmpty(options.PhoneNumber?.Trim()) ? options.PhoneNumber.Trim() : null;
var customer = await _customers.Queryable()
.Include(x => x.Person)
.ThenInclude(x => x.ApplicationUser)
.Where(x => x.Person.ApplicationUser.Email == options.Email)
.FirstOrDefaultAsync();
var isNotValid = CheckValidation(leadId, options, customer != null, out var retVal);
if (isNotValid)
{
return(retVal);
}
if (lead.Status != LeadStatus.Promoted)
{
lead.EmailAddress = options.Email;
lead.PhoneNumber = options.PhoneNumber;
lead.OrganizationName = options.OrganizationName;
lead.Status = LeadStatus.Promoted;
lead.IsContacted = true;
lead.UpdatedById = _userInfo.Value.UserId;
lead.Updated = DateTimeOffset.UtcNow;
lead.ObjectState = ObjectState.Modified;
lead.StatusTransitions.Add(new LeadStatusTransition()
{
Status = LeadStatus.Promoted,
ObjectState = ObjectState.Added
});
var leadResult = Repository.InsertOrUpdateGraph(lead, true);
_logger.LogDebug(GetLogMessage("{0} records updated"), leadResult);
if (leadResult > 0)
{
retVal.Succeeded = true;
CustomerAccountResult account;
if (customer == null)
{
_logger.LogDebug(GetLogMessage("Customer not found with Lead Email: {0}"), lead.EmailAddress);
account = await _accountService.Create(am, new NewCustomerAccountInput()
{
Iso2 = options.Iso2,
ProvinceState = options.ProvinceState,
FirstName = options.FirstName,
LastName = options.LastName,
AccountManagerId = am.AccountManagerId,
EmailAddress = options.Email,
MarketerId = lead.MarketerId,
MarketerOrganizationId = lead.MarketerOrganizationId,
PaymentTermId = options.PaymentTermId.GetValueOrDefault(1),
OrganizationName = options.OrganizationName,
PhoneNumber = options.PhoneNumber,
SendEmail = true,
}, false);
if (account.Succeeded)
{
_logger.LogDebug(GetLogMessage("Account created"));
retVal.AccountCreated = true;
lead.PersonId = account.CustomerId;
lead.ObjectState = ObjectState.Modified;
lead.Updated = DateTimeOffset.UtcNow;
var records = Repository.InsertOrUpdateGraph(lead, true);
_logger.LogDebug(GetLogMessage("{0} Records updated"), records);
if (records > 0)
{
await Task.Run(() =>
{
RaiseEvent(new LeadPromotedEvent()
{
LeadId = leadId
});
});
}
}
else
{
_logger.LogDebug(GetLogMessage("Account creation failed : {0}"), account.ErrorMessage);
}
}
else
{
_logger.LogDebug(GetLogMessage("Customer found with Id : {0}, Lead Email : {1}"), customer.Id, lead.EmailAddress);
account = await _accountService.LinkOrganizationCustomer(am, new LinkCustomerInput()
{
AccountManagerId = am.AccountManagerId,
AccountManagerOrganizationId = am.OrganizationId,
EmailAddress = lead.EmailAddress,
PaymentTermId = options.PaymentTermId
});
if (account.Succeeded)
{
retVal.AccountLinked = true;
await Task.Run(() =>
{
RaiseEvent(new LeadPromotedExistingCustomer()
{
LeadId = leadId
});
});
}
else
{
_logger.LogDebug(GetLogMessage("Account Link failed : {0}"), account.ErrorMessage);
}
}
if (account.Succeeded)
{
retVal.Succeeded = true;
retVal.AccountNumber = account.Number;
retVal.CustomerOrganizationId = account.CustomerOrganizationId;
}
}
}
else
{
_logger.LogDebug(GetLogMessage("Lead is already promoted"));
}
return(retVal);
}
