protected override PXGraph GetGraphForDetails(CRBAccountBatch selectedItem)
{
BusinessAccountMaint target = CreateGraph <BusinessAccountMaint>();
target.BAccount.Current = target.BAccount.Search <BAccount.acctCD>(selectedItem.AcctCD);
return(target);
}
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));
}
public static void ConvertToAccount(Contact contact, AccountsFilter param)
{
BusinessAccountMaint accountMaint = CreateInstance <BusinessAccountMaint>();
object cd = param.BAccountID;
accountMaint.BAccount.Cache.RaiseFieldUpdating <BAccount.acctCD>(null, ref cd);
BAccount account = new BAccount
{
AcctCD = (string)cd,
AcctName = param.AccountName,
Type = BAccountType.ProspectType,
ClassID = param.AccountClass,
ParentBAccountID = contact.ParentBAccountID
};
#region Set Contact and Address fields
CRContactClass cls = PXSelect <CRContactClass, Where <CRContactClass.classID, Equal <Current <Contact.classID> > > > .SelectSingleBound(accountMaint, new object[] { contact });
if (cls != null && cls.OwnerToBAccount == true)
{
account.WorkgroupID = contact.WorkgroupID;
account.OwnerID = contact.OwnerID;
}
try
{
object newValue = account.OwnerID;
accountMaint.BAccount.Cache.RaiseFieldVerifying <BAccount.ownerID>(account, ref newValue);
}
catch (PXSetPropertyException)
{
account.OwnerID = null;
}
account = accountMaint.BAccount.Insert(account);
accountMaint.Answers.CopyAllAttributes(account, contact);
Contact defContact = PXCache <Contact> .CreateCopy(PXSelect <Contact, Where <Contact.contactID, Equal <Current <BAccount.defContactID> > > > .SelectSingleBound(accountMaint, new object[] { account }));
var defContactNoteID = defContact.NoteID;
PXCache <Contact> .RestoreCopy(defContact, contact);
defContact.ContactType = ContactTypesAttribute.BAccountProperty;
defContact.FullName = account.AcctName;
defContact.ContactID = account.DefContactID;
defContact.BAccountID = account.BAccountID;
defContact.DuplicateStatus = DuplicateStatusAttribute.NotValidated;
defContact.DuplicateFound = false;
defContact.WorkgroupID = null;
defContact.OwnerID = null;
defContact.NoteID = defContactNoteID;
defContact = accountMaint.DefContact.Update(defContact);
Address contactAddress = PXSelect <Address, Where <Address.addressID, Equal <Required <Contact.defAddressID> > > > .Select(accountMaint, contact.DefAddressID);
if (contactAddress == null)
{
throw new PXException(Messages.DefAddressNotExists, contact.DisplayName);
}
contactAddress.BAccountID = account.BAccountID;
accountMaint.AddressCurrent.Cache.Clear();
defContact.DefAddressID = contactAddress.AddressID;
defContact = accountMaint.DefContact.Update(defContact);
contactAddress = accountMaint.AddressCurrent.Update(contactAddress);
account.DefAddressID = contactAddress.AddressID;
accountMaint.BAccount.Update(account);
contact.BAccountID = account.BAccountID;
contact.DuplicateStatus = DuplicateStatusAttribute.NotValidated;
contact.DuplicateFound = false;
if (contact.QualificationDate == null)
{
contact.QualificationDate = PXTimeZoneInfo.Now;
}
accountMaint.Contacts.Cache.SetStatus(contact, PXEntryStatus.Updated);
CR.Location location = accountMaint.DefLocation.Select();
location.DefAddressID = contactAddress.AddressID;
accountMaint.DefLocation.Update(location);
account.NoteID = PXNoteAttribute.GetNoteID <CRActivity.noteID>(accountMaint.CurrentBAccount.Cache, account);
foreach (CRPMTimeActivity a in PXSelect <CRPMTimeActivity, Where <CRPMTimeActivity.refNoteID, Equal <Required <Contact.noteID> > > > .Select(accountMaint, contact.NoteID))
{
a.BAccountID = account.BAccountID;
accountMaint.Activities.Cache.Update(a);
}
#endregion
// Copy Note text and Files references
CRSetup setup = PXSetupOptional <CRSetup> .Select(accountMaint);
PXNoteAttribute.CopyNoteAndFiles(accountMaint.Contacts.Cache, contact, accountMaint.CurrentBAccount.Cache, account, setup);
throw new PXRedirectRequiredException(accountMaint, "Business Account");
}
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();
}
