public ActionResult Update(CRMPotential potential)
{
ApiResult <CRMPotential> apiResult;
if (ModelState.IsValid)
{
if (potential.Id > 0)
{
apiResult = TryExecute(() =>
{
_crmPotentialRepository.Update(potential);
_unitOfWork.Commit();
return(potential);
}, "Potential updated sucessfully");
}
else
{
apiResult = TryExecute(() =>
{
_crmPotentialRepository.Create(potential);
_unitOfWork.Commit();
return(potential);
}, "Potential created sucessfully");
}
}
else
{
apiResult = ApiResultFromModelErrors <CRMPotential>();
}
return(Json(apiResult, JsonRequestBehavior.AllowGet));
}
public ActionResult Edit(CRMPotential cRMPotential)
{
if (ModelState.IsValid)
{
var selectedPotential = _crmPotentialRepository.GetBy(l => l.Id == cRMPotential.Id, "Contact.Person");
if (selectedPotential != null)
{
selectedPotential.AssignedToUserId = cRMPotential.AssignedToUserId;
selectedPotential.CategoryId = cRMPotential.CategoryId;
selectedPotential.ExpectedAmount = cRMPotential.ExpectedAmount;
selectedPotential.ExpectedCloseDate = cRMPotential.ExpectedCloseDate;
selectedPotential.EnquiredOn = cRMPotential.EnquiredOn;
selectedPotential.Description = cRMPotential.Description;
selectedPotential.UpdatedByUserId = WebUser.Id;
}
_crmPotentialRepository.Update(selectedPotential);
_unitOfWork.Commit();
return(RedirectToAction("Index"));
}
return(View(cRMPotential));
}
public ActionResult Create(CRMPotential cRMPotential)
{
if (ModelState.IsValid)
{
cRMPotential.CreatedByUserId = WebUser.Id;
cRMPotential.Contact.CreatedByUserId = WebUser.Id;
_crmPotentialRepository.Create(cRMPotential);
_unitOfWork.Commit();
return(RedirectToAction("Index"));
}
return(View(cRMPotential));
}
public CRMPotentialDetailsViewModel(CRMPotential potential)
{
Id = potential.Id;
CategoryId = potential.CategoryId;
Category = potential.Category;
ExpectedAmount = potential.ExpectedAmount;
ExpectedCloseDate = potential.ExpectedCloseDate;
Description = potential.Description;
EnquiredOn = potential.EnquiredOn;
SalesStageId = potential.SalesStageId;
SalesStage = potential.SalesStage;
AssignedToUserId = potential.AssignedToUserId;
AssignedToUser = potential.AssignedToUser;
ContactId = potential.ContactId;
Contact = potential.Contact;
}
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);
}
