/// <summary>
/// 根据商机获取相应项目的值
/// </summary>
public void GetPorUdfByOpp(HttpContext context, long oppo_id)
{
var thisOpp = new crm_opportunity_dal().FindNoDeleteById(oppo_id);
if (thisOpp != null)
{
var projectUdfList = new UserDefinedFieldsBLL().GetUdf(DicEnum.UDF_CATE.PROJECTS);
var oppoUdfList = new UserDefinedFieldsBLL().GetUdf(DicEnum.UDF_CATE.OPPORTUNITY);
var oppoValueList = new UserDefinedFieldsBLL().GetUdfValue(DicEnum.UDF_CATE.OPPORTUNITY, thisOpp.id, oppoUdfList);
if (projectUdfList != null && projectUdfList.Count > 0)
{
StringBuilder udfHtml = new StringBuilder();
var sufDal = new sys_udf_field_dal();
foreach (var thisProUdf in projectUdfList)
{
var thisSysProFile = sufDal.FindNoDeleteById(thisProUdf.id);
if (thisSysProFile != null && thisSysProFile.crm_to_project_udf_id != null)
{
var thisSysOppFile = sufDal.FindNoDeleteById((long)thisSysProFile.crm_to_project_udf_id);
var oppoValue = oppoValueList.FirstOrDefault(_ => _.id == thisSysProFile.crm_to_project_udf_id);
if (oppoValue != null && thisSysOppFile != null && !string.IsNullOrEmpty(oppoValue.value.ToString()))
{
udfHtml.Append($"<tr height='21'><td id ='txtBlack8'>{thisSysProFile.col_comment}</td><td> {thisSysOppFile.col_comment} </td><td>{oppoValue.value.ToString()}<input type='hidden' name='{thisProUdf.id.ToString()}' id='{thisProUdf.id.ToString()}' value='{oppoValue.value.ToString()}' /></ td></ tr>");
}
}
}
context.Response.Write(udfHtml.ToString());
}
}
}
/// <summary>
/// 得到该用户下的所有商机
/// </summary>
/// <param name="context"></param>
/// <param name="account_id"></param>
private void GetOpportunity(HttpContext context, string account_id)
{
try
{
StringBuilder opportunitys = new StringBuilder();
var NoQuoteOpportinotyList = new crm_opportunity_dal().GetNoQuoteOppo(Convert.ToInt64(account_id));
if (NoQuoteOpportinotyList != null && NoQuoteOpportinotyList.Count > 0)
{
opportunitys.Append("<option value='0'>---无报价商机---</option>");
foreach (var opportunity in NoQuoteOpportinotyList)
{
opportunitys.Append("<option value='" + opportunity.id + "'>" + opportunity.name + "</option>");
}
}
var HasQuoteOpportinotyList = new crm_opportunity_dal().GetHasQuoteOppo(Convert.ToInt64(account_id));
if (HasQuoteOpportinotyList != null && HasQuoteOpportinotyList.Count > 0)
{
opportunitys.Append("<option value='0'>---有报价商机---</option>");
foreach (var opportunity in HasQuoteOpportinotyList)
{
opportunitys.Append("<option value='" + opportunity.id + "'>" + opportunity.name + "</option>");
}
}
context.Response.Write(opportunitys);
}
catch (Exception)
{
context.Response.End();
}
}
/// <summary>
/// 根据状态，对商机进行分类
/// </summary>
public void GetOppByStatus(HttpContext context, long account_id)
{
var oppList = new crm_opportunity_dal().FindOpHistoryByAccountId(account_id);
if (oppList != null && oppList.Count > 0)
{
StringBuilder op = new StringBuilder();
op.Append("<option value=''> </option>");
var activeOPList = oppList.Where(_ => _.status_id == (int)DTO.DicEnum.OPPORTUNITY_STATUS.ACTIVE).ToList();
var noActiveOPList = oppList.Where(_ => _.status_id != (int)DTO.DicEnum.OPPORTUNITY_STATUS.ACTIVE).ToList();
if (activeOPList != null && activeOPList.Count > 0)
{
foreach (var thisOp in activeOPList)
{
op.Append($"<option value='{thisOp.id}'>{thisOp.name}</option>");
}
}
if (noActiveOPList != null && noActiveOPList.Count > 0)
{
op.Append("<option value=''>-------</option>");
foreach (var thisOp in noActiveOPList)
{
op.Append($"<option value='{thisOp.id}'>{thisOp.name}</option>");
}
}
context.Response.Write(op.ToString());
}
}
public void GetAccOpp(HttpContext context, long account_id)
{
var oppList = new crm_opportunity_dal().FindOpHistoryByAccountId(account_id);
if (oppList != null && oppList.Count > 0)
{
StringBuilder op = new StringBuilder();
op.Append("<option value='0'> </option>");
oppList.ForEach(_ => op.Append($"<option value='{_.id}'>{_.name}</option>"));
context.Response.Write(op.ToString());
}
}
/// <summary>
/// 得到客户下的所有商机
/// </summary>
/// <param name="context"></param>
/// <param name="account_id"></param>
private void GetOpportunityList(HttpContext context, string account_id)
{
try
{
StringBuilder opportunitys = new StringBuilder();
opportunitys.Append("<option value=''></option>");
var opportinotyList = new crm_opportunity_dal().FindByAccountId(Convert.ToInt64(account_id));
if (opportinotyList != null)
{
foreach (var opportunity in opportinotyList)
{
opportunitys.Append("<option value='" + opportunity.id + "'>" + opportunity.name + "</option>");
}
}
context.Response.Write(opportunitys);
}
catch (Exception)
{
context.Response.Write("");
}
}
protected List <crm_quote_item> degressionItem = null; // 成本的配置项
protected void Page_Load(object sender, EventArgs e)
{
try
{
#region 拉框赋值
stage_id.DataTextField = "show";
stage_id.DataValueField = "val";
stage_id.DataSource = dic.FirstOrDefault(_ => _.Key == "opportunity_stage").Value;
stage_id.DataBind();
win_reason_type_id.DataTextField = "show";
win_reason_type_id.DataValueField = "val";
win_reason_type_id.DataSource = dic.FirstOrDefault(_ => _.Key == "oppportunity_win_reason_type").Value;
win_reason_type_id.DataBind();
win_reason_type_id.Items.Insert(0, new ListItem()
{
Value = "0", Text = " ", Selected = true
});
resource_id.DataTextField = "show";
resource_id.DataValueField = "val";
resource_id.DataSource = dic.FirstOrDefault(_ => _.Key == "sys_resource").Value;
resource_id.DataBind();
competitor_id.DataTextField = "show";
competitor_id.DataValueField = "val";
competitor_id.DataSource = dic.FirstOrDefault(_ => _.Key == "competition").Value;
competitor_id.DataBind();
competitor_id.Items.Insert(0, new ListItem()
{
Value = "0", Text = " ", Selected = true
});
// period_type
period_type.DataTextField = "show";
period_type.DataValueField = "val";
period_type.DataSource = dic.FirstOrDefault(_ => _.Key == "period_type").Value;
period_type.DataBind();
period_type.Items.Insert(0, new ListItem()
{
Value = "0", Text = " ", Selected = true
});
// notifi_temp 通知模板
var tempList = new sys_notify_tmpl_dal().GetTempByEvent(DicEnum.NOTIFY_EVENT.OPPORTUNITY_CLOSED);
notifi_temp.DataTextField = "name";
notifi_temp.DataValueField = "id";
notifi_temp.DataSource = tempList;
notifi_temp.DataBind();
#endregion
var id = Request.QueryString["id"];
var account_id = Request.QueryString["account_id"];
if (!string.IsNullOrEmpty(id))
{
if (string.IsNullOrEmpty(account_id))
{
if (!IsPostBack)
{
opportunity_id.Enabled = false;
}
}
opportunity = new crm_opportunity_dal().GetOpportunityById(long.Parse(id));
if (opportunity != null)
{
account = new CompanyBLL().GetCompany(opportunity.account_id);
account_id = account.id.ToString();
}
}
if (!string.IsNullOrEmpty(account_id))
{
account = new CompanyBLL().GetCompany(long.Parse(account_id));
var oppoList = new crm_opportunity_dal().FindOpHistoryByAccountId(long.Parse(account_id));
if (oppoList != null && oppoList.Count > 0)
{
opportunity_id.DataTextField = "name";
opportunity_id.DataValueField = "id";
opportunity_id.DataSource = oppoList;
opportunity_id.DataBind();
}
else
{
Response.Write("<script>alert('该客户还没有商机！');window.close();</script>");
}
//opportunity_id.Items.Insert(0, new ListItem() { Value = "0", Text = " ", Selected = true });
if (string.IsNullOrEmpty(id))
{
opportunity = oppoList[0];
}
opportunity_id.SelectedValue = opportunity.id.ToString();
}
if (!IsPostBack)
{
if (opportunity != null)
{
if (opportunity.status_id == (int)OPPORTUNITY_STATUS.CLOSED)
{
Response.Write("<script>if(!confirm('商机已被关闭，如果继续，系统会重复创建计费项和合同？')){window.close();}</script>");
}
}
if (opportunity.stage_id != null)
{
stage_id.SelectedValue = opportunity.stage_id.ToString();
}
else
{
var stageList = new d_general_dal().GetGeneralByTableId((int)GeneralTableEnum.OPPORTUNITY_STATUS);
var defaultStage = stageList.FirstOrDefault(_ => _.ext1 == "1");
if (defaultStage != null)
{
stage_id.SelectedValue = defaultStage.id.ToString();
}
}
// stage_id.SelectedValue = opportunity.stage_id == null ? "0" : opportunity.stage_id.ToString();
resource_id.SelectedValue = opportunity.resource_id.ToString();
competitor_id.SelectedValue = opportunity.competitor_id == null ? "0" : opportunity.competitor_id.ToString();
win_reason_type_id.SelectedValue = opportunity.win_reason_type_id == null ? "0" : opportunity.win_reason_type_id.ToString();
}
// 折扣的下拉框不同于别的下拉框-- 需要去两个数据源去赋值
StringBuilder text = new StringBuilder();
var costCode = new d_cost_code_dal().GetListCostCode((int)COST_CODE_CATE.MATERIAL_COST_CODE);
text.Append($"<option value='0'> </option>");
if (costCode != null && costCode.Count > 0)
{
foreach (var item in costCode)
{
text.Append($"<option value='{item.id}'>{item.name}</option>");
}
}
codeSelect.Value = text.ToString();
var disSource = "";
var disCostCode = costCode.Where(_ => _.id == (int)CostCode.NOTAXDISCOUNT || _.id == (int)CostCode.DISCOUNT).ToList();
if (disCostCode != null && disCostCode.Count > 0)
{
foreach (var item in disCostCode)
{
disSource += $"<option value='{item.id}'>{item.name}</option>";
}
}
disCodeSelct.Value = disSource;
period_type.SelectedValue = ((int)QUOTE_ITEM_PERIOD_TYPE.MONTH).ToString();
primaryQuote = new QuoteBLL().GetPrimaryQuote(opportunity.id);
if (primaryQuote != null)
{
if (!IsPostBack)
{
if (primaryQuote.project_id != null) // 判断该报价是否关联项目提案，如果关联，默认选中，不关联，灰掉，不可选
{
activeproject.Checked = true;
activeproject.Enabled = true;
addRequest.Enabled = false;
isaddRequest.Value = "1";
}
else
{
activeproject.Checked = false;
addRequest.Enabled = true;
activeproject.Enabled = false;
isactiveproject.Value = "1";
}
}
quoteItemList = new crm_quote_item_dal().GetQuoteItems($" and quote_id = {primaryQuote.id}");
if (quoteItemList != null && quoteItemList.Count > 0)
{
// 如果报价项中包含了服务 / 服务包、初始费用，则可以选中（默认不选）
// 此功能需要具有合同模块权限以及修改合同服务/包权限
var isServiceChargeItem = quoteItemList.Where(_ => _.type_id == (int)QUOTE_ITEM_TYPE.SERVICE || _.type_id == (int)QUOTE_ITEM_TYPE.SERVICE_PACK || _.type_id == (int)QUOTE_ITEM_TYPE.START_COST).ToList();
if (!IsPostBack)
{
if (isServiceChargeItem != null && isServiceChargeItem.Count > 0)
{
// todo--需要判断用户权限
}
else
{
addContractRequest.Enabled = false;
isAddContractRequest.Value = "1";
addContractServices.Enabled = false;
isaddContractServices.Value = "1";
}
}
proAndOneTimeItem = quoteItemList.Where(_ => _.optional != 1).Where(_ => _.type_id == (int)QUOTE_ITEM_TYPE.PRODUCT || _.type_id == (int)QUOTE_ITEM_TYPE.DISCOUNT).ToList();
if (!IsPostBack)
{
if (proAndOneTimeItem != null && proAndOneTimeItem.Count > 0)
{
isIncludePO.Checked = true;
}
else
{
IncludePO.Value = "1";
isIncludePO.Enabled = false;
}
}
shipItem = quoteItemList.Where(_ => _.type_id == (int)QUOTE_ITEM_TYPE.DISTRIBUTION_EXPENSES && _.optional != 1).ToList();
if (!IsPostBack)
{
if (shipItem != null && shipItem.Count > 0)
{
isIncludeShip.Checked = true;
}
else
{
IncludeShip.Value = "1";
isIncludeShip.Enabled = false;
}
}
degressionItem = quoteItemList.Where(_ => _.type_id == (int)QUOTE_ITEM_TYPE.DEGRESSION & _.optional != 1).ToList();
if (!IsPostBack)
{
if (degressionItem != null && degressionItem.Count > 0)
{
isIncludeCharges.Checked = true;
}
else
{
IncludeCharges.Value = "1";
isIncludeCharges.Enabled = false;
}
}
jqueryCode.Value = ReturnJquery();
}
else
{
// activeproject.Enabled = false;
//isactiveproject.Value = "1";
addContractRequest.Enabled = false;
isAddContractRequest.Value = "1";
addContractServices.Enabled = false;
isaddContractServices.Value = "1";
IncludePO.Value = "1";
isIncludePO.Enabled = false;
IncludeShip.Value = "1";
isIncludeShip.Enabled = false;
IncludeCharges.Value = "1";
isIncludeCharges.Enabled = false;
}
}
else
{
activeproject.Enabled = false;
isactiveproject.Value = "1";
addContractRequest.Enabled = false;
isAddContractRequest.Value = "1";
addContractServices.Enabled = false;
isaddContractServices.Value = "1";
IncludePO.Value = "1";
isIncludePO.Enabled = false;
IncludeShip.Value = "1";
isIncludeShip.Enabled = false;
IncludeCharges.Value = "1";
isIncludeCharges.Enabled = false;
}
}
catch (Exception msg)
{
Response.End();
}
}
/// <summary>
/// 删除报价项
/// </summary>
/// <param name="quote_item_id"></param>
/// <param name="user_id"></param>
/// <returns></returns>
public bool DeleteQuoteItem(long quote_item_id, long user_id)
{
// todo 报价如果关联了销售订单，则不可删除报价项 -- 验证
var quote_item = _dal.GetQuoteItem(quote_item_id);
var user = UserInfoBLL.GetUserInfo(user_id);
if (quote_item != null && user != null)
{
var isSaleOrder = new QuoteBLL().CheckRelatSaleOrder(quote_item_id);
if (isSaleOrder)
{
return(false);
}
quote_item.delete_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now);
quote_item.delete_user_id = user_id;
_dal.Update(quote_item);
new sys_oper_log_dal().Insert(new sys_oper_log()
{
user_cate = "用户",
user_id = (int)user.id,
name = user.name,
phone = user.mobile == null ? "" : user.mobile,
oper_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
oper_object_cate_id = (int)OPER_LOG_OBJ_CATE.QUOTE_ITEM,
oper_object_id = quote_item.id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.DELETE,
oper_description = _dal.AddValue(quote_item),
remark = "删除报价项"
});
var oDal = new crm_opportunity_dal();
var oppo = oDal.GetOpByItemID(quote_item.id);
if (oppo != null && oppo.use_quote == 1)
{
if (quote_item.optional != 1 && quote_item.type_id != (int)DicEnum.QUOTE_ITEM_TYPE.DISCOUNT && quote_item.type_id != (int)DicEnum.QUOTE_ITEM_TYPE.DISTRIBUTION_EXPENSES)
{
decimal?changeRevenue = quote_item.quantity * quote_item.unit_price;
decimal?changeCost = quote_item.quantity * quote_item.unit_cost;
switch (quote_item.period_type_id)
{
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.ONE_TIME:
oppo.one_time_revenue -= (changeRevenue ?? 0);
oppo.one_time_cost -= (changeCost ?? 0);
break;
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.MONTH:
oppo.monthly_revenue -= (changeRevenue ?? 0);
oppo.monthly_cost -= (changeCost ?? 0);
break;
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.QUARTER:
oppo.quarterly_revenue -= (changeRevenue ?? 0);
oppo.quarterly_cost -= (changeCost ?? 0);
break;
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.HALFYEAR:
oppo.semi_annual_revenue -= (changeRevenue ?? 0);
oppo.semi_annual_cost -= (changeCost ?? 0);
break;
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.YEAR:
oppo.yearly_revenue -= (changeRevenue ?? 0);
oppo.yearly_cost -= (changeCost ?? 0);
break;
default:
break;
}
// var udfDto = new UserDefinedFieldsBLL().GetUdf(DicEnum.UDF_CATE.OPPORTUNITY);
// var udfValue =
OpportunityAddOrUpdateDto param = new OpportunityAddOrUpdateDto()
{
general = oppo,
udf = null,
notify = null
};
new OpportunityBLL().Update(param, user.id);
}
}
return(true);
}
return(false);
}
/// <summary>
/// 商机计算
/// </summary>
private void GetQuoteItemMoney(HttpContext context, long oid)
{
var oppo = new crm_opportunity_dal().FindNoDeleteById(oid);
if (oppo != null)
{
// 将一次性，按月，季度，赋值之后 ， 需要将配送的金额和折扣的金额 存储之后计算
var priQuote = new crm_quote_dal().GetPriQuote(oid);
if (priQuote != null)
{
decimal oneTimeRevenue = 0;
decimal oneTimeCost = 0;
decimal monthRevenue = 0;
decimal monthCost = 0;
decimal quarterRevenue = 0;
decimal quarterCost = 0;
decimal halfRevenue = 0;
decimal halfCost = 0;
decimal yearRevenue = 0;
decimal yearCost = 0;
decimal shipRevenue = 0;
decimal shipCost = 0;
decimal discount = 0;
var itemList = new crm_quote_item_dal().GetAllQuoteItem(priQuote.id);
if (itemList != null && itemList.Count > 0)
{
var thisItem = itemList.Where(_ => _.type_id != (int)EMT.DoneNOW.DTO.DicEnum.QUOTE_ITEM_TYPE.DISTRIBUTION_EXPENSES && _.optional != 1 && _.type_id != (int)DTO.DicEnum.QUOTE_ITEM_TYPE.DISCOUNT).ToList();
var shipList = itemList.Where(_ => _.type_id == (int)DTO.DicEnum.QUOTE_ITEM_TYPE.DISTRIBUTION_EXPENSES && _.optional == 0).ToList(); // 配送类型的报价项
var thisOneTimeList = itemList.Where(_ => _.period_type_id == (int)DTO.DicEnum.QUOTE_ITEM_PERIOD_TYPE.ONE_TIME && _.optional == 0 && _.type_id != (int)DTO.DicEnum.QUOTE_ITEM_TYPE.DISCOUNT && _.type_id != (int)DTO.DicEnum.QUOTE_ITEM_TYPE.DISTRIBUTION_EXPENSES).ToList();
var discountQIList = itemList.Where(_ => _.type_id == (int)DTO.DicEnum.QUOTE_ITEM_TYPE.DISCOUNT && _.optional == 0).ToList();
if (shipList != null && shipList.Count > 0)
{
var totalPrice = shipList.Sum(_ => (_.unit_discount != null && _.unit_price != null && _.quantity != null) ? (_.unit_price - _.unit_discount) * _.quantity : 0);
shipRevenue = (decimal)totalPrice;
var totalCost = shipList.Sum(_ => (_.unit_cost != null && _.quantity != null) ? _.unit_cost * _.quantity : 0);
shipCost = (decimal)totalCost;
}
if (discountQIList != null && discountQIList.Count > 0)
{
var totalPrice = (discountQIList.Where(_ => _.discount_percent == null).ToList().Sum(_ => (_.unit_discount != null && _.quantity != null) ? _.unit_discount * _.quantity : 0) + (thisOneTimeList != null && thisOneTimeList.Count > 0 ? discountQIList.Where(_ => _.discount_percent != null).ToList().Sum(_ => thisOneTimeList.Sum(one => (one.unit_discount != null && one.unit_price != null && one.quantity != null) ? (one.unit_price - one.unit_discount) * one.quantity : 0) * _.discount_percent * 100 / 100) : 0));
discount = (decimal)totalPrice;
}
if (thisItem != null && thisItem.Count > 0)
{
var oneTimeList = thisItem.Where(_ => _.period_type_id == (int)DTO.DicEnum.QUOTE_ITEM_PERIOD_TYPE.ONE_TIME).ToList();
var monthList = thisItem.Where(_ => _.period_type_id == (int)DTO.DicEnum.QUOTE_ITEM_PERIOD_TYPE.MONTH).ToList();
var quarterList = thisItem.Where(_ => _.period_type_id == (int)DTO.DicEnum.QUOTE_ITEM_PERIOD_TYPE.QUARTER).ToList();
var halfList = thisItem.Where(_ => _.period_type_id == (int)DTO.DicEnum.QUOTE_ITEM_PERIOD_TYPE.HALFYEAR).ToList();
var yearList = thisItem.Where(_ => _.period_type_id == (int)DTO.DicEnum.QUOTE_ITEM_PERIOD_TYPE.YEAR).ToList();
if (oneTimeList != null && oneTimeList.Count > 0)
{
oneTimeRevenue = (decimal)oneTimeList.Sum(_ => (_.unit_price != null && _.quantity != null) ? (((_.unit_price ?? 0) - (_.unit_discount ?? 0)) * _.quantity) : 0);
oneTimeCost = (decimal)oneTimeList.Sum(_ => (_.unit_cost != null && _.quantity != null) ? (_.unit_cost * _.quantity) : 0);
}
if (monthList != null && monthList.Count > 0)
{
monthRevenue = (decimal)monthList.Sum(_ => (_.unit_price != null && _.quantity != null) ? (((_.unit_price ?? 0) - (_.unit_discount ?? 0)) * _.quantity) : 0);
monthCost = (decimal)monthList.Sum(_ => (_.unit_cost != null && _.quantity != null) ? (_.unit_cost * _.quantity) : 0);
}
if (quarterList != null && quarterList.Count > 0)
{
quarterRevenue = (decimal)quarterList.Sum(_ => (_.unit_price != null && _.quantity != null) ? (((_.unit_price ?? 0) - (_.unit_discount ?? 0)) * _.quantity) : 0);
quarterCost = (decimal)quarterList.Sum(_ => (_.unit_cost != null && _.quantity != null) ? (_.unit_cost * _.quantity) : 0);
}
if (halfList != null && halfList.Count > 0)
{
halfRevenue = (decimal)halfList.Sum(_ => (_.unit_price != null && _.quantity != null) ? (((_.unit_price ?? 0) - (_.unit_discount ?? 0)) * _.quantity) : 0);
halfCost = (decimal)halfList.Sum(_ => (_.unit_cost != null && _.quantity != null) ? (_.unit_cost * _.quantity) : 0);
}
if (yearList != null && yearList.Count > 0)
{
yearRevenue = (decimal)yearList.Sum(_ => (_.unit_price != null && _.quantity != null) ? (((_.unit_price ?? 0) - (_.unit_discount ?? 0)) * _.quantity) : 0);
yearCost = (decimal)yearList.Sum(_ => (_.unit_cost != null && _.quantity != null) ? (_.unit_cost * _.quantity) : 0);
}
}
}
context.Response.Write(new EMT.Tools.Serialize().SerializeJson(new { oneTimeRevenue = oneTimeRevenue, oneTimeCost = oneTimeCost, monthRevenue = monthRevenue, monthCost = monthCost, quarterRevenue = quarterRevenue, quarterCost = quarterCost, halfRevenue = halfRevenue, halfCost = halfCost, yearRevenue = yearRevenue, yearCost = yearCost, shipRevenue = shipRevenue, shipCost = shipCost, discount = discount }));
}
}
// quoteItemList.Where(_ => _.type_id != (int)EMT.DoneNOW.DTO.DicEnum.QUOTE_ITEM_TYPE.DISTRIBUTION_EXPENSES && _.optional != 1&&_.type_id != (int)DTO.DicEnum.QUOTE_ITEM_TYPE.DISCOUNT).ToList();
}
/// <summary>
/// 编辑报价项
/// </summary>
/// <param name="quote_item"></param>
/// <param name="user_id"></param>
/// <returns></returns>
public ERROR_CODE Update(crm_quote_item quote_item, Dictionary <long, int> wareDic, long user_id, bool isSaleOrder = false, long?saleOrderId = null)
{
if (quote_item.type_id != (int)DicEnum.QUOTE_ITEM_TYPE.DISCOUNT)
{
if (quote_item.unit_price == null || quote_item.unit_cost == null || quote_item.quantity == null || quote_item.unit_discount == null)
{
return(ERROR_CODE.PARAMS_ERROR);
}
if (string.IsNullOrEmpty(quote_item.name))
{
return(ERROR_CODE.PARAMS_ERROR);
}
}
else
{
if (string.IsNullOrEmpty(quote_item.name))
{
return(ERROR_CODE.PARAMS_ERROR);
}
if (quote_item.discount_percent == null && quote_item.unit_discount == null)
{
return(ERROR_CODE.PARAMS_ERROR);
}
}
var user = UserInfoBLL.GetUserInfo(user_id);
if (user == null)
{
return(ERROR_CODE.USER_NOT_FIND);
}
var old_quote_item = _dal.GetQuoteItem(quote_item.id);
int?oldPeriod = old_quote_item.period_type_id;
quote_item.oid = old_quote_item.oid;
quote_item.update_user_id = user_id;
quote_item.update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now);
quote_item.tax_cate_id = quote_item.tax_cate_id == 0 ? null : quote_item.tax_cate_id;
_dal.Update(quote_item);
new sys_oper_log_dal().Insert(new sys_oper_log()
{
user_cate = "用户",
user_id = (int)user.id,
name = user.name,
phone = user.mobile == null ? "" : user.mobile,
oper_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
oper_object_cate_id = (int)OPER_LOG_OBJ_CATE.QUOTE_ITEM,
oper_object_id = quote_item.id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.UPDATE,
oper_description = _dal.CompareValue(old_quote_item, quote_item),
remark = "编辑报价项信息"
});
var oDal = new crm_opportunity_dal();
var oppo = oDal.GetOpByItemID(quote_item.id);
if (oppo != null && oppo.use_quote == 1)
{
if (quote_item.optional != 1 && quote_item.type_id != (int)DicEnum.QUOTE_ITEM_TYPE.DISCOUNT && quote_item.type_id != (int)DicEnum.QUOTE_ITEM_TYPE.DISTRIBUTION_EXPENSES)
{
decimal?changeRevenue = quote_item.quantity * quote_item.unit_price;
decimal?changeCost = quote_item.quantity * quote_item.unit_cost;
decimal?oldChangeRevenue = old_quote_item.quantity * ((old_quote_item.unit_price ?? 0) - (old_quote_item.unit_discount ?? 0));
decimal?oldChangeCost = old_quote_item.quantity * old_quote_item.unit_cost;
switch (oldPeriod)
{
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.ONE_TIME:
oppo.one_time_revenue = oppo.one_time_revenue - (oldChangeRevenue ?? 0);
oppo.one_time_cost = oppo.one_time_cost - (oldChangeCost ?? 0);
break;
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.MONTH:
oppo.one_time_revenue = oppo.one_time_revenue - (oldChangeRevenue ?? 0);
oppo.one_time_cost = oppo.one_time_cost - (oldChangeCost ?? 0);
break;
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.QUARTER:
oppo.one_time_revenue = oppo.one_time_revenue - (oldChangeRevenue ?? 0);
oppo.one_time_cost = oppo.one_time_cost - (oldChangeCost ?? 0);
break;
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.HALFYEAR:
oppo.one_time_revenue = oppo.one_time_revenue - (oldChangeRevenue ?? 0);
oppo.one_time_cost = oppo.one_time_cost - (oldChangeCost ?? 0);
break;
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.YEAR:
oppo.one_time_revenue = oppo.one_time_revenue - (oldChangeRevenue ?? 0);
oppo.one_time_cost = oppo.one_time_cost - (oldChangeCost ?? 0);
break;
default:
break;
}
switch (quote_item.period_type_id)
{
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.ONE_TIME:
oppo.one_time_revenue += (changeRevenue ?? 0);
oppo.one_time_cost += (changeCost ?? 0);
break;
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.MONTH:
oppo.monthly_revenue += (changeRevenue ?? 0);
oppo.monthly_cost += (changeCost ?? 0);
break;
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.QUARTER:
oppo.quarterly_revenue += (changeRevenue ?? 0);
oppo.quarterly_cost += (changeCost ?? 0);
break;
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.HALFYEAR:
oppo.semi_annual_revenue += (changeRevenue ?? 0);
oppo.semi_annual_cost += (changeCost ?? 0);
break;
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.YEAR:
oppo.yearly_revenue += (changeRevenue ?? 0);
oppo.yearly_cost += (changeCost ?? 0);
break;
default:
break;
}
// var udfDto = new UserDefinedFieldsBLL().GetUdf(DicEnum.UDF_CATE.OPPORTUNITY);
// var udfValue =
OpportunityAddOrUpdateDto param = new OpportunityAddOrUpdateDto()
{
general = oppo,
udf = null,
notify = null
};
new OpportunityBLL().Update(param, user.id);
}
}
if (quote_item.type_id == (int)QUOTE_ITEM_TYPE.PRODUCT)
{
var irDal = new ivt_reserve_dal();
var iwDal = new ivt_warehouse_dal();
var oldReserList = irDal.GetListByItemId(quote_item.id);
if (wareDic != null && wareDic.Count > 0)
{
if (oldReserList != null && oldReserList.Count > 0)
{
foreach (var thisPageWare in wareDic)
{
var thisWareHouse = iwDal.FindNoDeleteById(thisPageWare.Key);
var thisOldReser = oldReserList.FirstOrDefault(_ => _.warehouse_id == thisPageWare.Key);
if (thisOldReser != null)
{
oldReserList.Remove(thisOldReser);
if (thisWareHouse != null)
{
if (thisPageWare.Value == 0)
{
irDal.SoftDelete(thisOldReser, user_id);
OperLogBLL.OperLogDelete <ivt_reserve>(thisOldReser, thisOldReser.id, user_id, OPER_LOG_OBJ_CATE.WAREHOUSE_RESERVE, "删除库存预留");
continue;
}
if (thisOldReser.quantity != thisPageWare.Value || thisOldReser.resource_id != thisWareHouse.resource_id)
{
thisOldReser.quantity = thisPageWare.Value;
thisOldReser.resource_id = thisWareHouse.resource_id;
var thisOld = irDal.FindNoDeleteById(thisOldReser.id);
irDal.Update(thisOldReser);
OperLogBLL.OperLogUpdate <ivt_reserve>(thisOldReser, thisOld, thisOldReser.id, user_id, OPER_LOG_OBJ_CATE.WAREHOUSE_RESERVE, "修改库存预留");
}
}
}
else
{
if (thisWareHouse != null && thisPageWare.Value != 0)
{
var thisReserve = new ivt_reserve()
{
id = irDal.GetNextIdCom(),
create_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
create_user_id = user_id,
update_user_id = user_id,
quote_item_id = quote_item.id,
warehouse_id = thisPageWare.Key,
quantity = thisPageWare.Value,
resource_id = thisWareHouse.resource_id,
};
irDal.Insert(thisReserve);
OperLogBLL.OperLogAdd <ivt_reserve>(thisReserve, thisReserve.id, user_id, OPER_LOG_OBJ_CATE.WAREHOUSE_RESERVE, "新增库存预留");
}
}
}
}
else
{
foreach (var thisPageWare in wareDic)
{
var thisWareHouse = iwDal.FindNoDeleteById(thisPageWare.Key);
if (thisWareHouse != null)
{
var thisReserve = new ivt_reserve()
{
id = irDal.GetNextIdCom(),
create_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
create_user_id = user_id,
update_user_id = user_id,
quote_item_id = quote_item.id,
warehouse_id = thisPageWare.Key,
quantity = thisPageWare.Value,
resource_id = thisWareHouse.resource_id,
};
irDal.Insert(thisReserve);
OperLogBLL.OperLogAdd <ivt_reserve>(thisReserve, thisReserve.id, user_id, OPER_LOG_OBJ_CATE.WAREHOUSE_RESERVE, "新增库存预留");
}
}
}
}
if (oldReserList != null && oldReserList.Count > 0)
{
oldReserList.ForEach(_ =>
{
irDal.SoftDelete(_, user_id);
OperLogBLL.OperLogDelete <ivt_reserve>(_, _.id, user_id, OPER_LOG_OBJ_CATE.WAREHOUSE_RESERVE, "删除库存预留");
});
}
}
if (isSaleOrder && saleOrderId != null && (quote_item.type_id == (int)DicEnum.QUOTE_ITEM_TYPE.PRODUCT || quote_item.type_id == (int)DicEnum.QUOTE_ITEM_TYPE.DEGRESSION || quote_item.type_id == (int)DicEnum.QUOTE_ITEM_TYPE.DISTRIBUTION_EXPENSES))
{
var cccDal = new ctt_contract_cost_dal();
var thisCost = cccDal.GetSinBuQuoteItem(quote_item.id);
if (thisCost != null)
{
long?product_id = thisCost.product_id;
int status_id = thisCost.status_id;
long cost_code_id = thisCost.cost_code_id;
if (quote_item.type_id == (int)QUOTE_ITEM_TYPE.PRODUCT)
{
product_id = quote_item.object_id;
status_id = thisCost.status_id;
var thisProduct = new ivt_product_dal().FindNoDeleteById((long)quote_item.object_id);
if (thisProduct != null)
{
cost_code_id = thisProduct.cost_code_id;
}
else
{
return(ERROR_CODE.ERROR);
}
if (status_id != (int)COST_STATUS.UNDETERMINED && status_id != (int)COST_STATUS.PENDING_APPROVAL && status_id != (int)COST_STATUS.CANCELED)
{
if (thisCost.quantity != quote_item.quantity)
{
status_id = (int)COST_STATUS.PENDING_PURCHASE;
var appSet = new SysSettingBLL().GetSetById(DTO.SysSettingEnum.CTT_COST_APPROVAL_VALUE);
if (appSet != null && !string.IsNullOrEmpty(appSet.setting_value) && thisProduct.does_not_require_procurement == 0)
{
if (((decimal)quote_item.quantity * (decimal)quote_item.unit_price) > decimal.Parse(appSet.setting_value)) // 金额超出（待审批）
{
status_id = (int)COST_STATUS.PENDING_APPROVAL;
}
}
}
}
}
thisCost.product_id = product_id;
thisCost.cost_code_id = cost_code_id;
thisCost.name = quote_item.name;
thisCost.description = quote_item.description;
thisCost.unit_price = (quote_item.unit_price ?? 0) - (quote_item.unit_discount ?? 0);
thisCost.unit_cost = quote_item.unit_cost;
thisCost.quantity = quote_item.quantity;
thisCost.status_id = status_id;
var olderCost = cccDal.FindNoDeleteById(thisCost.id);
cccDal.Update(thisCost);
OperLogBLL.OperLogUpdate <ctt_contract_cost>(thisCost, olderCost, thisCost.id, user_id, OPER_LOG_OBJ_CATE.CONTRACT_COST, "修改成本");
if (quote_item.type_id == (int)QUOTE_ITEM_TYPE.PRODUCT)
{
var ccBll = new ContractCostBLL();
var irDal = new ivt_reserve_dal();
var thisPro = new ivt_product_dal().FindNoDeleteById((long)quote_item.object_id);
var thisProResList = irDal.GetListByItemId(quote_item.id);
if (thisProResList != null && thisProResList.Count > 0 && thisPro != null)
{
foreach (var thisProRes in thisProResList)
{
ccBll.AddCostProduct(thisCost.id, thisPro.id, thisProRes.warehouse_id, thisProRes.quantity, "", "", user.id);
irDal.SoftDelete(thisProRes, user.id);
OperLogBLL.OperLogDelete <ivt_reserve>(thisProRes, thisProRes.id, user.id, OPER_LOG_OBJ_CATE.WAREHOUSE_RESERVE, "删除产品预留");
}
ccBll.ChangCostStatus(thisCost.id, user_id);
}
}
}
}
return(ERROR_CODE.SUCCESS);
}
/// <summary>
/// 新增报价项
/// </summary>
/// <param name="quote_item"></param>
/// <param name="user_id"></param>
/// <returns></returns>
public ERROR_CODE Insert(crm_quote_item quote_item, Dictionary <long, int> wareDic, long user_id, bool isSaleOrder = false, long?saleOrderId = null)
{
if (quote_item.type_id != (int)DicEnum.QUOTE_ITEM_TYPE.DISCOUNT)
{
if (quote_item.unit_price == null || quote_item.unit_cost == null || quote_item.quantity == null || quote_item.unit_discount == null)
{
return(ERROR_CODE.PARAMS_ERROR);
}
if (string.IsNullOrEmpty(quote_item.name))
{
return(ERROR_CODE.PARAMS_ERROR);
}
}
else
{
if (string.IsNullOrEmpty(quote_item.name))
{
return(ERROR_CODE.PARAMS_ERROR);
}
if (quote_item.discount_percent == null && quote_item.unit_discount == null)
{
return(ERROR_CODE.PARAMS_ERROR);
}
}
var user = UserInfoBLL.GetUserInfo(user_id);
if (user == null)
{
return(ERROR_CODE.USER_NOT_FIND);
}
quote_item.id = _dal.GetNextIdCom();
quote_item.tax_cate_id = quote_item.tax_cate_id == 0 ? null : quote_item.tax_cate_id;
quote_item.period_type_id = quote_item.period_type_id == 0 ? null : quote_item.period_type_id;
quote_item.create_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now);
quote_item.update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now);
quote_item.create_user_id = user_id;
quote_item.update_user_id = user_id;
_dal.Insert(quote_item);
new sys_oper_log_dal().Insert(new sys_oper_log()
{
user_cate = "用户",
user_id = (int)user.id,
name = user.name,
phone = user.mobile == null ? "" : user.mobile,
oper_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
oper_object_cate_id = (int)OPER_LOG_OBJ_CATE.QUOTE_ITEM,
oper_object_id = quote_item.id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.ADD,
oper_description = _dal.AddValue(quote_item),
remark = "保存报价项信息"
});
var oDal = new crm_opportunity_dal();
var oppo = oDal.GetOpByItemID(quote_item.id);
if (oppo != null && oppo.use_quote == 1)
{
if (quote_item.optional != 1 && quote_item.type_id != (int)DicEnum.QUOTE_ITEM_TYPE.DISCOUNT && quote_item.type_id != (int)DicEnum.QUOTE_ITEM_TYPE.DISTRIBUTION_EXPENSES)
{
decimal?changeRevenue = quote_item.quantity * ((quote_item.unit_price ?? 0) - (quote_item.unit_discount ?? 0));
decimal?changeCost = quote_item.quantity * quote_item.unit_cost;
switch (quote_item.period_type_id)
{
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.ONE_TIME:
oppo.one_time_revenue += (changeRevenue ?? 0);
oppo.one_time_cost += (changeCost ?? 0);
break;
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.MONTH:
oppo.monthly_revenue += (changeRevenue ?? 0);
oppo.monthly_cost += (changeCost ?? 0);
break;
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.QUARTER:
oppo.quarterly_revenue += (changeRevenue ?? 0);
oppo.quarterly_cost += (changeCost ?? 0);
break;
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.HALFYEAR:
oppo.semi_annual_revenue += (changeRevenue ?? 0);
oppo.semi_annual_cost += (changeCost ?? 0);
break;
case (int)DicEnum.QUOTE_ITEM_PERIOD_TYPE.YEAR:
oppo.yearly_revenue += (changeRevenue ?? 0);
oppo.yearly_cost += (changeCost ?? 0);
break;
default:
break;
}
// var udfDto = new UserDefinedFieldsBLL().GetUdf(DicEnum.UDF_CATE.OPPORTUNITY);
// var udfValue =
OpportunityAddOrUpdateDto param = new OpportunityAddOrUpdateDto()
{
general = oppo,
udf = null,
notify = null
};
new OpportunityBLL().Update(param, user.id);
}
}
if (quote_item.type_id == (int)QUOTE_ITEM_TYPE.PRODUCT)
{
if (wareDic != null && wareDic.Count > 0)
{
var irDal = new ivt_reserve_dal();
var iwDal = new ivt_warehouse_dal();
foreach (var thisPageWare in wareDic)
{
var thisWareHouse = iwDal.FindNoDeleteById(thisPageWare.Key);
if (thisWareHouse != null && thisPageWare.Value != 0)
{
var thisReserve = new ivt_reserve()
{
id = irDal.GetNextIdCom(),
create_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
create_user_id = user_id,
update_user_id = user_id,
quote_item_id = quote_item.id,
warehouse_id = thisPageWare.Key,
quantity = thisPageWare.Value,
resource_id = thisWareHouse.resource_id,
};
irDal.Insert(thisReserve);
OperLogBLL.OperLogAdd <ivt_reserve>(thisReserve, thisReserve.id, user_id, OPER_LOG_OBJ_CATE.WAREHOUSE_RESERVE, "新增库存预留");
}
}
}
}
if (isSaleOrder && saleOrderId != null && (quote_item.type_id == (int)DicEnum.QUOTE_ITEM_TYPE.PRODUCT || quote_item.type_id == (int)DicEnum.QUOTE_ITEM_TYPE.DEGRESSION || quote_item.type_id == (int)DicEnum.QUOTE_ITEM_TYPE.DISTRIBUTION_EXPENSES))
{
var cccDal = new ctt_contract_cost_dal();
var costList = cccDal.GetListBySaleOrderId((long)saleOrderId);
if (costList != null && costList.Count > 0)
{
int status_id = 0;
long cost_code_id = (long)quote_item.object_id;
long?product_id = null;
if (quote_item.type_id == (int)QUOTE_ITEM_TYPE.PRODUCT)
{
product_id = quote_item.object_id;
status_id = (int)COST_STATUS.PENDING_PURCHASE;
var thisProduct = new ivt_product_dal().FindNoDeleteById((long)quote_item.object_id);
if (thisProduct != null)
{
cost_code_id = thisProduct.cost_code_id;
}
else
{
return(ERROR_CODE.ERROR);
}
var appSet = new SysSettingBLL().GetSetById(DTO.SysSettingEnum.CTT_COST_APPROVAL_VALUE);
if (appSet != null && !string.IsNullOrEmpty(appSet.setting_value) && thisProduct.does_not_require_procurement == 0) // 该产品走采购流程，并且价格大于设置，则带审批
{
if (((decimal)quote_item.quantity * (decimal)quote_item.unit_price) > decimal.Parse(appSet.setting_value)) // 金额超出（待审批）
{
status_id = (int)COST_STATUS.PENDING_APPROVAL;
}
}
}
else
{
status_id = (int)COST_STATUS.PENDING_DELIVERY;
}
ctt_contract_cost cost = new ctt_contract_cost()
{
id = _dal.GetNextIdCom(),
opportunity_id = costList[0].opportunity_id,
quote_item_id = quote_item.id,
cost_code_id = cost_code_id,
product_id = product_id,
name = quote_item.name,
description = quote_item.description,
date_purchased = DateTime.Now,
is_billable = 1,
bill_status = 0,
cost_type_id = (int)COST_TYPE.OPERATIONA,
status_id = status_id,
quantity = quote_item.quantity ?? 0,
unit_price = (quote_item.unit_price ?? 0) - (quote_item.unit_discount ?? 0),
unit_cost = quote_item.unit_cost,
extended_price = ((quote_item.unit_price ?? 0) - (quote_item.unit_discount ?? 0)) * quote_item.quantity,
create_user_id = user.id,
update_user_id = user.id,
create_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
project_id = costList[0].project_id,
contract_id = costList[0].contract_id,
task_id = costList[0].task_id,
sub_cate_id = costList[0].sub_cate_id,
};
cccDal.Insert(cost);
OperLogBLL.OperLogAdd <ctt_contract_cost>(cost, cost.id, user_id, OPER_LOG_OBJ_CATE.CONTRACT_COST, "新增成本");
if (quote_item.type_id == (int)QUOTE_ITEM_TYPE.PRODUCT)
{
var ccBll = new ContractCostBLL();
var irDal = new ivt_reserve_dal();
var thisPro = new ivt_product_dal().FindNoDeleteById((long)quote_item.object_id);
var thisProResList = irDal.GetListByItemId(quote_item.id);
if (thisProResList != null && thisProResList.Count > 0 && thisPro != null)
{
foreach (var thisProRes in thisProResList)
{
ccBll.AddCostProduct(cost.id, thisPro.id, thisProRes.warehouse_id, thisProRes.quantity, "", "", user.id);
irDal.SoftDelete(thisProRes, user.id);
OperLogBLL.OperLogDelete <ivt_reserve>(thisProRes, thisProRes.id, user.id, OPER_LOG_OBJ_CATE.WAREHOUSE_RESERVE, "删除产品预留");
}
ccBll.ChangCostStatus(cost.id, user_id);
}
}
}
}
return(ERROR_CODE.SUCCESS);
}
/// <summary>
/// 产品删除
/// </summary>
/// <param name="id"></param>
/// <returns></returns>
public ERROR_CODE DeleteProduct(long id, long user_id, out string returnvalue)
{
returnvalue = string.Empty;
var user = UserInfoBLL.GetUserInfo(user_id);
if (user == null)
{ // 查询不到用户，用户丢失
return(ERROR_CODE.USER_NOT_FIND);
}
StringBuilder result = new StringBuilder();
result.Append("产品不能被删除，因为它被以下对象引用\n");
var opportunitylist = new crm_opportunity_dal().FindListBySql($"select * from crm_opportunity where primary_product_id={id} and delete_time=0");
var installed_productlist = new crm_installed_product_dal().FindListBySql($"select * from crm_installed_product where product_id={id} and delete_time=0");
var warehouse_productlist = new ivt_warehouse_product_dal().FindListBySql($"select * from ivt_warehouse_product where product_id={id} and delete_time=0");
var contract_costlist = new ctt_contract_cost_dal().FindListBySql($"select * from ctt_contract_cost where product_id={id} and delete_time=0");
int n = 1;
if (opportunitylist.Count > 0)
{
result.Append($"{opportunitylist.Count} 商机\n");
//foreach (var op in opportunitylist) {
// result.Append("N"+(n++)+" "+op.id + "\n");
//}
}
if (installed_productlist.Count > 0)
{
result.Append($"{installed_productlist.Count} 配置项\n");
//foreach (var op in installed_productlist)
//{
// result.Append("N" + (n++) + " " + op.id + "\n");
//}
}
if (warehouse_productlist.Count > 0)
{
result.Append($"{warehouse_productlist.Count} 库存\n");
//foreach (var op in warehouse_productlist)
//{
// result.Append("N" + (n++) + " " + op.id + "\n");
//}
}
if (contract_costlist.Count > 0)
{
result.Append($"{contract_costlist.Count} 工单\n");
//foreach (var op in contract_costlist)
//{
// result.Append("N" + (n++) + " " + op.id + "\n");
//}
}
if (contract_costlist.Count > 0 || warehouse_productlist.Count > 0 || installed_productlist.Count > 0 || opportunitylist.Count > 0)
{
returnvalue = result.ToString();
return(ERROR_CODE.EXIST);
}
var product_del = _dal.FindSignleBySql <ivt_product>($"select * from ivt_product where id={id} and delete_time=0");
if (product_del == null)
{
return(ERROR_CODE.ERROR);
}
product_del.delete_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now);
product_del.delete_user_id = user.id;
if (!_dal.Update(product_del))
{
return(ERROR_CODE.ERROR);
}
//操作日志
var add_log = new sys_oper_log()
{
user_cate = "用户",
user_id = (int)user.id,
name = user.name,
phone = user.mobile == null ? "" : user.mobile,
oper_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
oper_object_cate_id = (int)OPER_LOG_OBJ_CATE.PRODUCT, //
oper_object_id = product_del.id, // 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.DELETE,
oper_description = _dal.AddValue(product_del),
remark = "删除产品信息"
}; // 创建日志
new sys_oper_log_dal().Insert(add_log); // 插入日志
var del = _dal.FindSignleBySql <ivt_product>($"select * from ivt_product where id={id} and delete_time=0");
return(ERROR_CODE.SUCCESS);
}
/// <summary>
/// 新增附件
/// </summary>
/// <param name="objType">对象类型</param>
/// <param name="objId">对象id</param>
/// <param name="typeId">附件类型</param>
/// <param name="title">附件名</param>
/// <param name="attLink">附件内容</param>
/// <param name="fileName">上传的文件名</param>
/// <param name="fileSaveName">文件保存服务器的名称</param>
/// <param name="contentType">文件类型</param>
/// <param name="size">文件大小</param>
/// <param name="userId"></param>
/// <returns></returns>
public bool AddAttachment(int objType, long objId, int typeId, string title, string attLink, string fileName, string fileSaveName, string contentType, int size, long userId, string pubTypeId = "")
{
com_attachment att = new com_attachment();
att.object_type_id = objType;
att.object_id = objId;
// 备注和附件的下级备注和附件不能再添加附件
if (objType == (int)DicEnum.ATTACHMENT_OBJECT_TYPE.NOTES)
{
var note = new com_activity_dal().FindById(objId);
if (note.object_type_id == (int)DicEnum.OBJECT_TYPE.NOTES)
{
att.object_type_id = (int)DicEnum.ATTACHMENT_OBJECT_TYPE.NOTES;
att.object_id = note.object_id;
}
else if (note.object_type_id == (int)DicEnum.OBJECT_TYPE.ATTACHMENT)
{
att.object_type_id = (int)DicEnum.ATTACHMENT_OBJECT_TYPE.ATTACHMENT;
att.object_id = note.object_id;
}
}
else if (objType == (int)DicEnum.ATTACHMENT_OBJECT_TYPE.ATTACHMENT)
{
var attachment = dal.FindById(objId);
if (attachment.object_type_id == (int)DicEnum.ATTACHMENT_OBJECT_TYPE.NOTES)
{
att.object_type_id = (int)DicEnum.ATTACHMENT_OBJECT_TYPE.NOTES;
att.object_id = attachment.object_id;
}
else if (attachment.object_type_id == (int)DicEnum.ATTACHMENT_OBJECT_TYPE.ATTACHMENT)
{
att.object_type_id = (int)DicEnum.ATTACHMENT_OBJECT_TYPE.ATTACHMENT;
att.object_id = attachment.object_id;
}
}
else if (objType == (int)DicEnum.ATTACHMENT_OBJECT_TYPE.LABOUR)
{
var labour = new sdk_work_entry_dal().FindById(objId);
if (labour.parent_id != null)
{
att.object_type_id = (int)DicEnum.ATTACHMENT_OBJECT_TYPE.LABOUR;
att.object_id = (long)labour.parent_id;
}
else if (labour.parent_attachment_id != null)
{
att.object_type_id = (int)DicEnum.ATTACHMENT_OBJECT_TYPE.ATTACHMENT;
att.object_id = (long)labour.parent_attachment_id;
}
else if (labour.parent_note_id != null)
{
att.object_type_id = (int)DicEnum.ATTACHMENT_OBJECT_TYPE.NOTES;
att.object_id = (long)labour.parent_note_id;
}
}
if (att.object_type_id == (int)DicEnum.ATTACHMENT_OBJECT_TYPE.ATTACHMENT)
{
var attachment = dal.FindById(att.object_id);
att.account_id = attachment.account_id;
att.parent_id = attachment.id;
}
else if (att.object_type_id == (int)DicEnum.ATTACHMENT_OBJECT_TYPE.NOTES)
{
var note = new com_activity_dal().FindById(att.object_id);
att.account_id = note.account_id;
}
else if (att.object_type_id == (int)DicEnum.ATTACHMENT_OBJECT_TYPE.OPPORTUNITY)
{
var opp = new crm_opportunity_dal().FindById(att.object_id);
att.account_id = opp.account_id;
}
else if (att.object_type_id == (int)DicEnum.ATTACHMENT_OBJECT_TYPE.SALES_ORDER)
{
var so = new crm_sales_order_dal().FindById(att.object_id);
var opp = new crm_opportunity_dal().FindById(so.opportunity_id);
att.account_id = opp.account_id;
}
else if (att.object_type_id == (int)DicEnum.ATTACHMENT_OBJECT_TYPE.CONTRACT)
{
var contract = new ctt_contract_dal().FindById(att.object_id);
att.account_id = contract.account_id;
}
else if (att.object_type_id == (int)DicEnum.ATTACHMENT_OBJECT_TYPE.COMPANY)
{
att.account_id = att.object_id;
}
else if (att.object_type_id == (int)DicEnum.ATTACHMENT_OBJECT_TYPE.PROJECT)
{
var project = new pro_project_dal().FindNoDeleteById(att.object_id);
att.account_id = project.account_id;
}
else if (att.object_type_id == (int)DicEnum.ATTACHMENT_OBJECT_TYPE.EXPENSE_REPORT)
{
// 从报表添加附件 - 默认使用声联（oid=0） 的客户
var defaultAccount = new CompanyBLL().GetDefaultAccount();
att.account_id = defaultAccount.id;
}
else if (att.object_type_id == (int)DicEnum.ATTACHMENT_OBJECT_TYPE.TASK)
{
var task = new sdk_task_dal().FindNoDeleteById(att.object_id);
if (task != null)
{
att.account_id = task.account_id;
#region 更新客户最后活动时间
crm_account thisAccount = new CompanyBLL().GetCompany(task.account_id);
if (thisAccount != null)
{
thisAccount.last_activity_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now); new CompanyBLL().EditAccount(thisAccount, userId);
}
#endregion
}
if (!string.IsNullOrEmpty(pubTypeId))
{
att.publish_type_id = int.Parse(pubTypeId);
}
}
else if (att.object_type_id == (int)DicEnum.ATTACHMENT_OBJECT_TYPE.LABOUR)
{
var labour = new sdk_work_entry_dal().FindNoDeleteById(att.object_id);
if (labour == null)
{
return(false);
}
var ticket = new sdk_task_dal().FindNoDeleteById(labour.task_id);
if (ticket == null)
{
return(false);
}
att.account_id = ticket.account_id;
}
else if (att.object_type_id == (int)DicEnum.ATTACHMENT_OBJECT_TYPE.KNOWLEDGE)
{
var thisArt = new sdk_kb_article_dal().FindNoDeleteById(att.object_id);
if (thisArt == null)
{
return(false);
}
att.account_id = thisArt.account_id;
}
else if (att.object_type_id == (int)DicEnum.ATTACHMENT_OBJECT_TYPE.RESOURCE)
{
}
else if (att.object_type_id == (int)DicEnum.ATTACHMENT_OBJECT_TYPE.CONFIGITEM)
{
crm_installed_product insPro = new crm_installed_product_dal().FindNoDeleteById(att.object_id);
if (insPro == null)
{
return(false);
}
att.account_id = insPro.account_id;
}
else
{
return(false);
}
att.id = dal.GetNextIdCom();
att.create_time = Tools.Date.DateHelper.ToUniversalTimeStamp();
att.create_user_id = userId;
att.update_time = att.create_time;
att.update_user_id = userId;
att.title = title;
att.type_id = typeId;
if (typeId == (int)DicEnum.ATTACHMENT_TYPE.FILE_LINK ||
typeId == (int)DicEnum.ATTACHMENT_TYPE.FOLDER_LINK)
{
att.uncpath = attLink;
att.filename = @"file://" + attLink;
}
else if (typeId == (int)DicEnum.ATTACHMENT_TYPE.URL)
{
if (attLink.IndexOf(@"http://") == 0)
{
attLink = attLink.Remove(0, 7);
att.urlpath = attLink;
att.filename = @"http://" + attLink;
}
else if (attLink.IndexOf(@"https://") == 0)
{
attLink = attLink.Remove(0, 8);
att.urlpath = attLink;
att.filename = @"https://" + attLink;
}
else
{
att.urlpath = attLink;
att.filename = @"http://" + attLink;
}
}
else if (typeId == (int)DicEnum.ATTACHMENT_TYPE.ATTACHMENT)
{
att.href = fileSaveName;
att.filename = fileName;
att.sizeinbyte = size;
att.content_type = contentType;
}
else
{
return(false);
}
dal.Insert(att);
OperLogBLL.OperLogAdd <com_attachment>(att, att.id, userId, DicEnum.OPER_LOG_OBJ_CATE.ATTACHMENT, "新增附件");
return(true);
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
var dic = new OpportunityBLL().GetField();
#region 拉框赋值
stage_id.DataTextField = "show";
stage_id.DataValueField = "val";
stage_id.DataSource = dic.FirstOrDefault(_ => _.Key == "opportunity_stage").Value;
stage_id.DataBind();
resource_id.DataTextField = "show";
resource_id.DataValueField = "val";
resource_id.DataSource = dic.FirstOrDefault(_ => _.Key == "sys_resource").Value;
resource_id.DataBind();
//opportunity_id.DataTextField = "name";
//opportunity_id.DataValueField = "id";
//opportunity_id.DataSource = new crm_opportunity_dal().FindOpHistoryByAccountId(opportunity.account_id);
//opportunity_id.DataBind();
loss_reason_type_id.DataTextField = "show";
loss_reason_type_id.DataValueField = "val";
loss_reason_type_id.DataSource = dic.FirstOrDefault(_ => _.Key == "oppportunity_loss_reason_type").Value;
loss_reason_type_id.DataBind();
loss_reason_type_id.Items.Insert(0, new ListItem()
{
Value = "0", Text = " ", Selected = true
});
// competition competitor_id
competitor_id.DataTextField = "show";
competitor_id.DataValueField = "val";
competitor_id.DataSource = dic.FirstOrDefault(_ => _.Key == "competition").Value;
competitor_id.DataBind();
competitor_id.Items.Insert(0, new ListItem()
{
Value = "0", Text = " ", Selected = true
});
#endregion
var account_id = Request.QueryString["account_id"];
var opportunityId = Request.QueryString["id"];
if (!string.IsNullOrEmpty(opportunityId))
{
if (string.IsNullOrEmpty(account_id))
{
if (!IsPostBack)
{
opportunity_id.Enabled = false;
}
}
opportunity = new crm_opportunity_dal().GetOpportunityById(long.Parse(opportunityId));
if (opportunity != null)
{
account = new CompanyBLL().GetCompany(opportunity.account_id);
account_id = account.id.ToString();
ownRes = new UserResourceBLL().GetResourceById(opportunity.resource_id);
}
}
if (!string.IsNullOrEmpty(account_id))
{
account = new CompanyBLL().GetCompany(long.Parse(account_id));
var oppoList = new crm_opportunity_dal().FindOpHistoryByAccountId(long.Parse(account_id));
if (oppoList != null && oppoList.Count > 0)
{
opportunity_id.DataTextField = "name";
opportunity_id.DataValueField = "id";
opportunity_id.DataSource = oppoList;
opportunity_id.DataBind();
}
else
{
Response.Write("<script>alert('该客户还没有商机！');window.close();</script>");
}
if (string.IsNullOrEmpty(opportunityId))
{
opportunity = oppoList[0];
}
opportunity_id.SelectedValue = opportunity.id.ToString();
}
if (opportunity == null)
{
Response.End();
}
// 商机已经关闭，丢失提示信息
if (!IsPostBack)
{
if (opportunity.status_id == (int)OPPORTUNITY_STATUS.CLOSED)
{
Response.Write("<script>alert('商机已关闭，继续则以前创建的已确认计费项和合同不会受影响！');</script>");
Response.Write("<script>if(!confirm('本操作将会改变商机状态，相关的销售订单将被取消，是否继续？')){window.close();}</script>");
}
}
stage_id.SelectedValue = opportunity.stage_id == null ? "0" : opportunity.stage_id.ToString();
resource_id.SelectedValue = opportunity.resource_id.ToString();
opportunity_id.SelectedValue = opportunity.id.ToString();
competitor_id.SelectedValue = opportunity.competitor_id == null ? "0" : opportunity.competitor_id.ToString();
}
catch (Exception)
{
Response.End();
}
}
public ERROR_CODE CloseQuote(long user_id, QuoteCloseDto param)
{
// 此向导将会把产品、一次性折扣、配送、成本转为计费项。可选项和费用不会被转换。如果有产品，会生成销售订单。
// 报价中如果有服务 / 包或初始费用，将不会被转换为计费项，也不会创建定期服务合同
// 如果商机状态已经是“关闭”或“已实施”，将会为此商机生成重复的计费项。
// 报价项中如果有物料代码为空的，则需要设置。如果没有需要配置的，则此界面不显示
// 计费项将会生成，是否需要创建发票
// 打开新建的销售订单（链接）——如果创建了销售单才显示
// 关闭报价是关闭商机的另一种方式，
// -- 必填项校验-- 根据系统设置来判断 TODO
var user = UserInfoBLL.GetUserInfo(user_id);
// 1.更新商机信息
#region 1.更新商机信息
// 根据系统设置来选择商机的阶段-- todo
param.opportunity.status_id = (int)DicEnum.OPPORTUNITY_STATUS.CLOSED;
var stageList = new d_general_dal().GetGeneralByTableId((int)GeneralTableEnum.OPPORTUNITY_STATUS);
var defaultStage = stageList.FirstOrDefault(_ => _.ext1 == "1");
if (defaultStage != null)
{
param.opportunity.stage_id = defaultStage.id;
}
var old_opportunity = new crm_opportunity_dal().GetOpportunityById(param.opportunity.id);
new crm_opportunity_dal().Update(param.opportunity);
new sys_oper_log_dal().Insert(new sys_oper_log()
{
user_cate = "用户",
user_id = user_id,
name = user.name,
phone = user.mobile == null ? "" : user.mobile,
oper_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
oper_object_cate_id = (int)OPER_LOG_OBJ_CATE.OPPORTUNITY,
oper_object_id = param.opportunity.id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.UPDATE,
oper_description = _dal.CompareValue(old_opportunity, param.opportunity),
remark = "修改商机信息"
});
#endregion
// 2.更新客户信息
#region 2.更新客户信息
var account = new CompanyBLL().GetCompany(param.quote.account_id);
if (account.type_id != (int)DicEnum.ACCOUNT_TYPE.CUSTOMER)
{
account.type_id = (int)DicEnum.ACCOUNT_TYPE.CUSTOMER;
new crm_account_dal().Update(account);
new sys_oper_log_dal().Insert(new sys_oper_log()
{
user_cate = "用户",
user_id = user_id,
name = user.name,
phone = user.mobile == null ? "" : user.mobile,
oper_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
oper_object_cate_id = (int)OPER_LOG_OBJ_CATE.CUSTOMER,
oper_object_id = param.quote.account_id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.UPDATE,
oper_description = _dal.CompareValue(new CompanyBLL().GetCompany(param.quote.account_id), account),
remark = "修改客户信息"
});
}
#endregion
long?contact_id = null;
if (param.opportunity.contact_id != null)
{
crm_contact contact = new ContactBLL().GetContact((long)param.opportunity.contact_id);
if (contact.is_active == 1)
{
contact_id = contact.id;
}
}
// 3.保存项目信息
#region 3.如果项目关联了项目提案，修改项目提案信息
if (param.quote.project_id != null)
{
var project = new pro_project_dal().GetProjectById((long)param.quote.project_id);
if (project != null)
{
if (project.type_id != (int)PROJECT_TYPE.ACCOUNT_PROJECT)
{
project.type_id = (int)PROJECT_TYPE.ACCOUNT_PROJECT;
project.update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now);
project.update_user_id = user.id;
new sys_oper_log_dal().Insert(new sys_oper_log()
{
user_cate = "用户",
user_id = (int)user.id,
name = user.name,
phone = user.mobile == null ? "" : user.mobile,
oper_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
oper_object_cate_id = (int)OPER_LOG_OBJ_CATE.PROJECT,
oper_object_id = project.id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.UPDATE,
oper_description = _dal.CompareValue(new pro_project_dal().GetProjectById((long)param.quote.project_id), project),
remark = "修改项目提案类型"
});
new pro_project_dal().Update(project);
}
param.project_id = project.id;
}
string costIds = "";
new OpportunityBLL().InsertContract(param.dic, param.opportunity, user, null, out costIds, param.project_id, null);
if (!string.IsNullOrEmpty(costIds))
{
var aapBLL = new ApproveAndPostBLL();
costIds = costIds.Substring(0, costIds.Length - 1);
var costList = costIds.Split(new char[] { ',' }, StringSplitOptions.RemoveEmptyEntries);
foreach (var costId in costList)
{
// 审批并提交
aapBLL.Post_Charges(int.Parse(costId), int.Parse(DateTime.Now.ToString("yyyyMMdd")), user);
}
}
}
#endregion
// 4.新增工单信息
#region 4.如果报价未关联项目提案，有需要转换的计费项
// todo 关联sdk_ticket
#endregion
// 5.转换为工单/项目成本
#region 5.转换为工单/项目成本
// todo 关联sdk_ticket_charge
// 一次性折扣根据需要拆分为两行——收税的、不收税的，分别计算折扣额。计算时仍然按照全部周期为一次性的报价项，而不是排除了服务和工时等报价项。
#endregion
// 将报价项转换为计费项
#region 将报价项转换为计费项并审批提交 todo-需要项目ID 或者工单ID才可以进行操作
//string costIds ="";
//new OpportunityBLL().InsertContract(param.dic,param.opportunity,user,null,out costIds, param.project_id,null);
//if (!string.IsNullOrEmpty(costIds))
//{
// var aapBLL = new ApproveAndPostBLL();
// costIds = costIds.Substring(0,costIds.Length-1);
// var costList = costIds.Split(new char[] { ','},StringSplitOptions.RemoveEmptyEntries);
// foreach (var costId in costList)
// {
// // 审批并提交
// aapBLL.Post_Charges(int.Parse(costId),int.Parse(DateTime.Now.ToString("yyyyMMdd")),user);
// }
//}
#endregion
// 6.新增销售订单
#region 6.当有产品/一次性折扣、成本、配送转为计费项时，销售订单就会自动生成。Crm_sales_order
if (param.dic != null && param.dic.Count > 0)
{
var saleOrder = new crm_sales_order_dal().GetSingleSalesOrderByWhere($" and opportunity_id = {param.opportunity.id} ");
if (saleOrder == null)
{
saleOrder = new crm_sales_order()
{
id = _dal.GetNextIdCom(),
opportunity_id = param.opportunity.id,
status_id = (int)SALES_ORDER_STATUS.OPEN,
contact_id = contact_id,
owner_resource_id = param.opportunity.resource_id,
begin_date = DateTime.Now,
create_user_id = user.id,
update_user_id = user.id,
create_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
};
new crm_sales_order_dal().Insert(saleOrder);
new sys_oper_log_dal().Insert(new sys_oper_log()
{
user_cate = "用户",
user_id = (int)user.id,
name = user.name,
phone = user.mobile == null ? "" : user.mobile,
oper_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
oper_object_cate_id = (int)OPER_LOG_OBJ_CATE.SALE_ORDER,
oper_object_id = saleOrder.id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.ADD,
oper_description = _dal.AddValue(saleOrder),
remark = "关闭报价，新增销售订单"
});
param.saleOrderId = saleOrder.id;
}
}
#endregion
// 7.新增项目备注
#region 7.转为项目计费项时，会生成备注
if (param.quote.project_id != null)
{
com_activity addActivity = new com_activity()
{
id = _dal.GetNextIdCom(),
cate_id = (int)ACTIVITY_CATE.PROJECT_NOTE,
action_type_id = (int)ACTIVITY_TYPE.PROJECT_NOTE,
parent_id = null,
object_id = (long)param.quote.project_id,
object_type_id = (int)OBJECT_TYPE.PROJECT,
// todo发布范围
account_id = param.opportunity.account_id,
contact_id = contact_id,
resource_id = param.opportunity.resource_id,
contract_id = contact_id,
opportunity_id = param.opportunity.id,
ticket_id = null,
// todo 标题
description = $"", // todo 内容描述拼接
status_id = null,
complete_description = null,
complete_time = null,
create_user_id = user.id,
create_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
update_user_id = user.id,
update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
is_system_generate = 1,
};
new com_activity_dal().Insert(addActivity);
new sys_oper_log_dal().Insert(new sys_oper_log()
{
user_cate = "用户",
user_id = (int)user.id,
name = user.name,
phone = user.mobile == null ? "" : user.mobile,
oper_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
oper_object_cate_id = (int)OPER_LOG_OBJ_CATE.ACTIVITY,
oper_object_id = addActivity.id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.ADD,
oper_description = _dal.AddValue(addActivity),
remark = "商机关闭，新增项目备注"
});
}
#endregion
// 8.新增备注（商机关闭）
#region 8.商机关闭时，会自动生成备注
com_activity closeOppoActivity = new com_activity()
{
id = _dal.GetNextIdCom(),
cate_id = (int)ACTIVITY_CATE.NOTE,
action_type_id = (int)ACTIVITY_TYPE.OPPORTUNITYUPDATE,
parent_id = null,
object_id = param.opportunity.id,
object_type_id = (int)OBJECT_TYPE.OPPORTUNITY,
account_id = param.opportunity.account_id,
contact_id = contact_id,
resource_id = param.opportunity.resource_id,
contract_id = null, // todo 如果转为合同成本，则为“合同”；否则为空
opportunity_id = param.opportunity.id,
ticket_id = null,
start_date = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Parse(DateTime.Now.ToShortDateString() + " 12:00:00")), // todo 从页面获取时间，去页面时间的12：00：00
end_date = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Parse(DateTime.Now.ToShortDateString() + " 12:00:00")),
description = $"关闭时间：{DateTime.Now.ToString("dd/MM/yyyy")}/r通知人：{user.email}/r主题：{param.opportunity.name}已经关闭/r内容：商机关闭向导定义", // todo 内容描述拼接
status_id = null,
complete_description = null,
complete_time = null,
create_user_id = user.id,
create_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
update_user_id = user.id,
update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
is_system_generate = 1,
};
new com_activity_dal().Insert(closeOppoActivity);
new sys_oper_log_dal().Insert(new sys_oper_log()
{
user_cate = "用户",
user_id = (int)user.id,
name = user.name,
phone = user.mobile == null ? "" : user.mobile,
oper_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
oper_object_cate_id = (int)OPER_LOG_OBJ_CATE.ACTIVITY,
oper_object_id = closeOppoActivity.id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.ADD,
oper_description = _dal.AddValue(closeOppoActivity),
remark = "新增关闭商机的备注"
});
#endregion
return(ERROR_CODE.SUCCESS);
}
/// <summary>
/// 丢失报价
/// </summary>
/// <param name="userId"></param>
/// <param name="quoteId"></param>
/// <param name="reasonType">丢失原因类型</param>
/// <param name="reasonDetail">丢失原因详情</param>
/// <returns></returns>
public string LossQuote(long userId, long quoteId, int reasonType, string reasonDetail)
{
DicEnum.SYS_CLOSE_OPPORTUNITY needReasonType;
var type = new SysSettingBLL().GetValueById(SysSettingEnum.CRM_OPPORTUNITY_LOSS_REASON);
int value = 0;
if (!int.TryParse(type, out value))
{
needReasonType = DicEnum.SYS_CLOSE_OPPORTUNITY.NEED_NONE;
}
else
{
needReasonType = (DicEnum.SYS_CLOSE_OPPORTUNITY)value;
}
// 更新商机状态为丢失
var opporDal = new crm_opportunity_dal();
var quote = _dal.FindById(quoteId);
var oppor = opporDal.FindById(quote.opportunity_id);
var oldOppor = opporDal.FindById(quote.opportunity_id);
oppor.status_id = (int)DicEnum.OPPORTUNITY_STATUS.LOST;
oppor.update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now);
oppor.update_user_id = userId;
if (needReasonType == SYS_CLOSE_OPPORTUNITY.NEED_TYPE_DETAIL)
{
oppor.loss_reason = reasonDetail;
}
if (needReasonType != SYS_CLOSE_OPPORTUNITY.NEED_NONE)
{
oppor.loss_reason_type_id = reasonType;
}
opporDal.Update(oppor);
// 保存操作商机日志
var user = UserInfoBLL.GetUserInfo(userId);
new sys_oper_log_dal().Insert(new sys_oper_log()
{
user_cate = "用户",
user_id = userId,
name = user.name,
phone = user.mobile == null ? "" : user.mobile,
oper_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
oper_object_cate_id = (int)OPER_LOG_OBJ_CATE.OPPORTUNITY,
oper_object_id = oppor.id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.UPDATE,
oper_description = opporDal.CompareValue(oldOppor, oppor),
remark = "丢失报价"
});
// 新增通知信息
var notify_email_dal = new com_notify_email_dal();
var notify_email = new com_notify_email()
{
id = notify_email_dal.GetNextIdCom(),
cate_id = (int)NOTIFY_CATE.CRM,
event_id = 1, // TODO:
to_email = "", // TODO:
notify_tmpl_id = 1, // TODO:
from_email = user.email, // todo
from_email_name = user.name, // todo
subject = "", // TODO:
body_text = "", // TODO:
is_html_format = 0, // 内容是否是html格式，0纯文本 1html
create_user_id = user.id,
update_user_id = user.id,
create_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
};
notify_email_dal.Insert(notify_email);
new sys_oper_log_dal().Insert(new sys_oper_log()
{
user_cate = "用户",
user_id = user.id,
name = user.name,
phone = user.mobile == null ? "" : user.mobile,
oper_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
oper_object_cate_id = (int)OPER_LOG_OBJ_CATE.OPPORTUNITY,
oper_object_id = notify_email.id,
oper_type_id = (int)OPER_LOG_TYPE.ADD,
oper_description = notify_email_dal.AddValue(notify_email),
remark = "新增通知",
}); // 插入日志
return("");
}
