public bool SetPrimaryQuote(long user_id, long quote_id)
{
var user = UserInfoBLL.GetUserInfo(user_id);
var quote = new crm_quote_dal().GetQuote(quote_id);
if (quote != null)
{
var quoteList = new crm_quote_dal().GetQuoteByWhere($" and opportunity_id = {quote.opportunity_id} ");
var primaryQuote = quoteList.FirstOrDefault(_ => _.is_primary_quote == 1);
if (primaryQuote != null && quote.id != primaryQuote.id)
{
primaryQuote.is_primary_quote = null;
primaryQuote.update_user_id = user.id;
primaryQuote.update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now);
var oldPrimaryQuote = new QuoteBLL().GetQuote(primaryQuote.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.QUOTE,
oper_object_id = primaryQuote.id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.UPDATE,
oper_description = _dal.CompareValue(oldPrimaryQuote, primaryQuote),
remark = "更改主报价为报价"
});
new crm_quote_dal().Update(primaryQuote);
quote.is_primary_quote = 1;
quote.update_user_id = user.id;
quote.update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now);
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,
oper_object_id = quote.id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.UPDATE,
oper_description = _dal.CompareValue(new crm_quote_dal().GetQuote(quote_id), quote),
remark = "更改报价为主报价"
});
new crm_quote_dal().Update(quote);
}
return(true);
}
return(false);
}
void GetQuote(HttpContext context)
{
var quoteId = context.Request.QueryString["quoteId"];
if (!string.IsNullOrEmpty(quoteId))
{
var item = new crm_quote_dal().FindNoDeleteById(long.Parse(quoteId));
if (item != null)
{
WriteResponseJson(item);
}
}
}
/// <summary>
/// 判断crm_quote表是否引用当前报价模板
/// </summary>
/// <returns></returns>
public ERROR_CODE is_quote(int id)
{
string sql = $"select * from crm_quote where quote_tmpl_id = {id} and delete_time = 0";
var crm_quote_dal = new crm_quote_dal();
var templ = crm_quote_dal.FindSignleBySql <crm_quote>(sql);
if (templ != null)
{
return(ERROR_CODE.ERROR);
}
return(ERROR_CODE.SUCCESS);
}
/// <summary>
/// 根据报价税区 和税种 返回税率
/// </summary>
public void GetTax(HttpContext context)
{
var quote_id = context.Request.QueryString["quote_id"];
var tax_cate_id = context.Request.QueryString["tax_cate_id"];
if (!string.IsNullOrEmpty(quote_id) && !string.IsNullOrEmpty(tax_cate_id))
{
var thisQuote = new crm_quote_dal().FindNoDeleteById(long.Parse(quote_id));
if (thisQuote != null && thisQuote.tax_region_id != null)
{
var taxCate = new d_tax_region_cate_dal().GetSingleTax((long)thisQuote.tax_region_id,long.Parse(tax_cate_id));
if (taxCate != null)
{
context.Response.Write(taxCate.total_effective_tax_rate);
}
}
}
}
/// <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();
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
var id = Request.QueryString["id"];
if (AuthBLL.GetUserOppAuth(LoginUserId, LoginUser.security_Level_id, Convert.ToInt64(id)).CanView == false)
{
Response.End();
return;
}
opportunity = new crm_opportunity_dal().GetOpportunityByOtherId(Convert.ToInt64(id));
type = Request.QueryString["type"];
if (opportunity != null)
{
dic = new OpportunityBLL().GetField();
quoteList = new crm_quote_dal().GetQuoteByOpportunityId(opportunity.id);
account = new CompanyBLL().GetCompany(opportunity.account_id);
if (opportunity.contact_id != null)
{
contact = new ContactBLL().GetContact((long)opportunity.contact_id);
}
thisBookMark = new IndexBLL().GetSingBook(Request.Url.LocalPath + "?id=" + opportunity.id, LoginUserId);
switch (type) // 根据传过来的不同的类型，为页面中的iframe控件选择不同的src
{
case "todo":
iframeSrc = "../Common/SearchBodyFrame.aspx?cat=" + (int)DicEnum.QUERY_CATE.TODOS + "&type=" + (int)QueryType.Todos + "&group=112&con660=" + opportunity.id + "¶m1=opportunityId¶m2=" + opportunity.id; // 待办
actType = "待办";
break;
case "note":
iframeSrc = "../Common/SearchBodyFrame.aspx?cat=" + (int)DicEnum.QUERY_CATE.CRM_NOTE_SEARCH + "&type=" + (int)QueryType.CRMNote + "&group=110&con647=" + opportunity.id + "¶m1=opportunityId¶m2=" + opportunity.id; // 备注
actType = "备注";
break;
case "activity":
iframeSrc = ""; // 活动
actType = "活动";
break;
case "ticket":
iframeSrc = "../Common/SearchBodyFrame.aspx?cat=" + (int)EMT.DoneNOW.DTO.DicEnum.QUERY_CATE.MY_QUEUE_ACTIVE + "&type=" + (int)EMT.DoneNOW.DTO.QueryType.MY_QUEUE_ACTIVE + "&group=215&con5603=" + opportunity.id + "¶m1=ShowPara";
actType = "工单";
break;
case "quoteItem":
var oppoQuoteList = new crm_quote_dal().GetQuoteByWhere($" and opportunity_id = {opportunity.id} ");
if (oppoQuoteList != null && oppoQuoteList.Count > 0)
{
iframeSrc = "../QuoteItem/QuoteItemManage?isShow=show&opportunity_id=" + opportunity.id; // 报价项
isAddQuote.Value = "0";
}
else
{
isAddQuote.Value = "1";
//ClientScript.RegisterStartupScript(this.GetType(), "提示信息", "<script>if(confirm('商机尚未创建报价，需要现在创建吗?')){window.open('../Quote/QuoteAddAndUpdate.aspx?quote_opportunity_id=" + opportunity.id + "', '" + (int)EMT.DoneNOW.DTO.OpenWindow.QuoteAdd + "', 'left=200,top=200,width=960,height=750', false);}</script>");
//Response.Write("<script>debugger;</script>");
}
actType = "报价项";
break;
case "att":
iframeSrc = "../Common/SearchBodyFrame.aspx?cat=" + (int)DicEnum.QUERY_CATE.OPPORTUNITY_VIEW_ATTACHMENT + "&type=" + (int)QueryType.OpportunityViewAttachment + "&con976=" + opportunity.id;
actType = "附件";
break;
default:
iframeSrc = ""; // 默认
actType = "活动";
type = "activity";
break;
}
if (type == "activity" || type == "note" || type == "todo")
{
isHide.Value = "show";
}
if (type.Equals("activity"))
{
var typeList = new ActivityBLL().GetCRMActionType();
noteType.DataSource = typeList;
noteType.DataTextField = "name";
noteType.DataValueField = "id";
noteType.DataBind();
}
}
else
{
Response.End();
}
}
catch (Exception)
{
Response.End();
}
}
protected long quote_id; // 报价ID
protected void Page_Load(object sender, EventArgs e)
{
try
{
isSaleOrder = !string.IsNullOrEmpty(Request.QueryString["isSaleOrder"]);
var sId = Request.QueryString["sale_order_id"];
if (!string.IsNullOrEmpty(sId))
{
saleOrderId = long.Parse(sId);
}
type = Request.QueryString["type_id"]; // 报价项类型
var quote_id = Request.QueryString["quote_id"]; // 报价ID 需要根据报价ID 添加报价项
if (!string.IsNullOrEmpty(quote_id))
{
this.quote_id = long.Parse(quote_id);
}
var quote_item_id = Request.QueryString["id"];
thisQuoteId.Value = quote_id;
dic = new QuoteItemBLL().GetField();
if (!string.IsNullOrEmpty(quote_item_id))
{
quote_item = new crm_quote_item_dal().GetQuoteItem(long.Parse(quote_item_id));
if (quote_item != null)
{
if (quote_item.quote_id != null)
{
this.quote_id = (long)quote_item.quote_id;
}
isAdd = false;
if (!IsPostBack)
{
_optional.Checked = quote_item.optional == 1;
}
ItemTypeId.Value = quote_item.type_id.ToString();
switch (quote_item.type_id) // todo 不同类型的报价项
{
case (int)QUOTE_ITEM_TYPE.WORKING_HOURS:
type = "工时";
break;
case (int)QUOTE_ITEM_TYPE.COST:
type = "费用";
break;
case (int)QUOTE_ITEM_TYPE.DEGRESSION:
type = "成本";
break;
case (int)QUOTE_ITEM_TYPE.DISCOUNT:
type = "折扣";
break;
case (int)QUOTE_ITEM_TYPE.PRODUCT:
type = "产品";
break;
case (int)QUOTE_ITEM_TYPE.DISTRIBUTION_EXPENSES:
type = "配送费用";
break;
case (int)QUOTE_ITEM_TYPE.SERVICE:
type = "服务";
break;
case (int)QUOTE_ITEM_TYPE.START_COST:
type = "初始费用";
break;
default:
break;
}
#region 记录浏览历史
var accountName = "";
if (quote_item.quote_id != null)
{
var quote = new crm_quote_dal().FindNoDeleteById((long)quote_item.quote_id);
if (quote != null)
{
var account = new CompanyBLL().GetCompany(quote.account_id);
accountName = account != null ? account.name : "";
}
}
var history = new sys_windows_history()
{
title = $"编辑报价项：" + quote_item.name + " " + accountName,
url = Request.RawUrl,
};
new IndexBLL().BrowseHistory(history, LoginUserId);
#endregion
}
}
else
{
ItemTypeId.Value = type;
switch (Convert.ToInt64(type)) // todo 不同类型的报价项
{
case (int)QUOTE_ITEM_TYPE.WORKING_HOURS:
type = "工时";
break;
case (int)QUOTE_ITEM_TYPE.COST:
type = "费用";
break;
case (int)QUOTE_ITEM_TYPE.DEGRESSION:
type = "成本";
break;
case (int)QUOTE_ITEM_TYPE.DISCOUNT:
type = "折扣";
break;
case (int)QUOTE_ITEM_TYPE.PRODUCT:
type = "产品";
break;
case (int)QUOTE_ITEM_TYPE.DISTRIBUTION_EXPENSES:
type = "配送费用";
break;
case (int)QUOTE_ITEM_TYPE.SERVICE:
type = "服务";
break;
case (int)QUOTE_ITEM_TYPE.START_COST:
type = "初始费用";
break;
default:
Response.End(); // 未传类型，暂不创建
break;
}
}
//if (string.IsNullOrEmpty(quote_id))
//{
// //Response.End();
//}
// var type_id = Convert.ToInt64(type);
#region 拉框配置数据源
// 税收种类
tax_cate_id.DataTextField = "show";
tax_cate_id.DataValueField = "val";
tax_cate_id.DataSource = dic.FirstOrDefault(_ => _.Key == "quote_item_tax_cate").Value;
tax_cate_id.DataBind();
tax_cate_id.Items.Insert(0, new ListItem()
{
Value = "0", Text = " ", Selected = true
});
// 期间类型
period_type_id.DataTextField = "show";
period_type_id.DataValueField = "val";
period_type_id.DataSource = dic.FirstOrDefault(_ => _.Key == "quote_item_period_type").Value;
period_type_id.DataBind();
period_type_id.Items.Insert(0, new ListItem()
{
Value = "0", Text = " ", Selected = true
});
period_type_id.SelectedValue = ((int)QUOTE_ITEM_PERIOD_TYPE.ONE_TIME).ToString();
period_type_id.Enabled = true;
#endregion
if (!isAdd)
{
if (quote_item.tax_cate_id != null)
{
tax_cate_id.SelectedValue = quote_item.tax_cate_id.ToString();
}
if (quote_item.period_type_id != null)
{
period_type_id.SelectedValue = quote_item.period_type_id.ToString();
}
if (quote_item.type_id == (int)DTO.DicEnum.QUOTE_ITEM_TYPE.PRODUCT)
{
thisReserList = new ivt_reserve_dal().GetListByItemId(quote_item.id);
}
}
}
catch (Exception)
{
Response.End();
}
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
thisBookMark = new IndexBLL().GetSingBook(Request.RawUrl, LoginUserId);
// quote_group_by
groupBy.DataTextField = "show";
groupBy.DataValueField = "val";
groupBy.DataSource = dic.FirstOrDefault(_ => _.Key == "quote_group_by").Value;
groupBy.DataBind();
isShow = Request.QueryString["isShow"];
IssaleOrder = !string.IsNullOrEmpty(Request.QueryString["isSaleOrder"]);
var sid = Request.QueryString["sale_order_id"];
if (!string.IsNullOrEmpty(sid))
{
sale_order_id = long.Parse(sid);
}
var quote_id = Request.QueryString["quote_id"];
if (!string.IsNullOrEmpty(quote_id))
{
quote = new QuoteBLL().GetQuote(Convert.ToInt64(quote_id));
if (quote.quote_tmpl_id != null)
{
var sys_quote_temp = new QuoteTemplateBLL().GetQuoteTemplate((long)quote.quote_tmpl_id);
if (sys_quote_temp != null)
{
// 获取到该报价的报价模板用于设置税的显示方式和汇总名称
show_each_tax_in_tax_group.Value = sys_quote_temp.show_each_tax_in_tax_group.ToString();
show_each_tax_in_tax_period.Value = sys_quote_temp.show_each_tax_in_tax_period.ToString(); // 选中第一个：按照周期分组时起作用，每个周期后显示税 最后的汇总也有税）
// var a3 =sys_quote_temp.show_labels_when_grouped; // 预留字段
show_tax_cate.Value = sys_quote_temp.show_tax_cate.ToString();
show_tax_cate_superscript.Value = sys_quote_temp.show_tax_cate_superscript.ToString();
}
}
}
var opportunity_id = Request.QueryString["opportunity_id"]; // 这里是通过商机查看报价项的情况
if (!string.IsNullOrEmpty(opportunity_id))
{
var oppoQuoteList = new crm_quote_dal().GetQuoteByWhere($" and opportunity_id = {opportunity_id} ");
if (oppoQuoteList != null && oppoQuoteList.Count > 0)
{
quote = oppoQuoteList.FirstOrDefault(_ => _.is_primary_quote == 1); // 如果该商机下有报价则一定会有主报价
}
}
if (quote != null)
{
quoteItemList = new crm_quote_item_dal().GetQuoteItems($" and quote_id={quote.id} ");
// quoteItemList.Sort(SortCycle); // 自定义排序测试
quoteItemList = quoteItemList.OrderBy(_ => SortQuoteItem(_.period_type_id)).ToList();
quoteList = new crm_quote_dal().GetQuoteByWhere($" and opportunity_id = {quote.opportunity_id} ");
var primaryQuote = quoteList.FirstOrDefault(_ => _.is_primary_quote == 1);
if (primaryQuote != null)
{
var thisQuoteItemList = new crm_quote_item_dal().GetQuoteItems($" and quote_id={primaryQuote.id} ");
var thisDiscountQIList = thisQuoteItemList.Where(_ => _.type_id == (int)DTO.DicEnum.QUOTE_ITEM_TYPE.DISCOUNT && _.optional == 0).ToList();
var thisOneTimeQTList = thisQuoteItemList.Where(_ => _.period_type_id == (int)DTO.DicEnum.QUOTE_ITEM_PERIOD_TYPE.ONE_TIME && _.optional == 0).ToList();
var thisOptionalItemList = thisQuoteItemList.Where(_ => _.optional == 1).ToList();
var totalPrice = ((decimal)((thisQuoteItemList.Sum(_ => (_.unit_discount != null && _.unit_price != null && _.quantity != null) ? (_.unit_price - _.unit_discount) * _.quantity : 0) - thisDiscountQIList.Where(_ => _.discount_percent != null).ToList().Sum(_ => (_.unit_discount != null && _.quantity != null) ? _.unit_discount * _.quantity : 0) - (thisOneTimeQTList != null && thisOneTimeQTList.Count > 0 ? thisDiscountQIList.Where(_ => _.discount_percent != null).ToList().Sum(_ => thisOneTimeQTList.Sum(one => (one.unit_discount != null && one.unit_price != null && one.quantity != null) ? (one.unit_price - one.unit_discount) * one.quantity : 0) * _.discount_percent) : 0)))).ToString("#0.00");
quoteList.Remove(primaryQuote);
primaryQuote.name = "PRIMARY:" + primaryQuote.name + "(" + totalPrice + ")";
quoteList.Add(primaryQuote);
}
#region // 为报价下拉框赋值
quoteDropList.DataValueField = "id";
quoteDropList.DataTextField = "name";
quoteDropList.DataSource = quoteList;
quoteDropList.DataBind();
quoteDropList.SelectedValue = quote.id.ToString();
#endregion
if (quoteItemList != null && quoteItemList.Count > 0)
{
// 用户需要添加折扣类型的报价项，然后可以针对付费周期类型为一次性的报价项进行折扣
// 折扣只针对一次性周期的报价项折扣
oneTimeList = quoteItemList.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();
discountQIList = quoteItemList.Where(_ => _.type_id == (int)DTO.DicEnum.QUOTE_ITEM_TYPE.DISCOUNT && _.optional == 0).ToList();
// 获取到可选的报价项，
optionalItemList = quoteItemList.Where(_ => _.optional == 1).ToList(); // 获取到可选的报价项
// optionalItemList.Sort();
// &&optionalItemList.Any(op=>op.id!=_.id)&&oneTimeList.Any(one=>one.id!=_.id) 满足多个报价项过滤条件的，选择其中的一个
distributionList = quoteItemList.Where(_ => _.type_id == (int)DTO.DicEnum.QUOTE_ITEM_TYPE.DISTRIBUTION_EXPENSES && _.optional == 0).ToList(); // 配送类型的报价项
// 配送，一次性，可选的配置项独立显示，所以在这里分离出来，传到前台后单独处理
// 获取到筛选后报价项列表方便分组管理 筛选后的列表不包括可选，一次性的折扣和配送
var screenList = 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();
if (!string.IsNullOrEmpty(Request.QueryString["group_by"]))
{
groupByType = Request.QueryString["group_by"];
}
else
{
if (quote.group_by_id != null)
{
groupByType = ((long)quote.group_by_id).ToString();
}
}
// groupByType = ?((long)quote.group_by_id).ToString():Request.QueryString["group_by"];
if (groupByType == ((int)EMT.DoneNOW.DTO.DicEnum.QUOTE_GROUP_BY.CYCLE).ToString()) // 按周期分组
{
groupList = screenList.GroupBy(_ => _.period_type_id == null ? "" : _.period_type_id.ToString()).ToDictionary(_ => (object)_.Key, _ => _.ToList()); // as Dictionary<long?,
new QuoteBLL().UpdateGroup(quote.id, (int)QUOTE_GROUP_BY.CYCLE, GetLoginUserId());
groupBy.SelectedValue = ((int)QUOTE_GROUP_BY.CYCLE).ToString();
}
else if (groupByType == ((int)QUOTE_GROUP_BY.PRODUCT).ToString()) // 按产品分组
{
groupList = screenList.GroupBy(_ => _.object_id == null ? "" : ReturnProductID((long)_.object_id)).ToDictionary(_ => (object)_.Key, _ => _.ToList());
new QuoteBLL().UpdateGroup(quote.id, (int)QUOTE_GROUP_BY.PRODUCT, GetLoginUserId());
groupBy.SelectedValue = ((int)QUOTE_GROUP_BY.PRODUCT).ToString();
}
else if (groupByType == ((int)QUOTE_GROUP_BY.CYCLE_PRODUCT).ToString()) // 按周期产品分组
{
new QuoteBLL().UpdateGroup(quote.id, (int)QUOTE_GROUP_BY.CYCLE_PRODUCT, GetLoginUserId());
groupBy.SelectedValue = ((int)QUOTE_GROUP_BY.CYCLE_PRODUCT).ToString();
doubleGroupList = screenList.GroupBy(d => d.period_type_id == null ? "" : d.period_type_id.ToString()).ToDictionary(_ => (object)_.Key, _ => _.ToList().GroupBy(d => d.object_id == null ? "" : ReturnProductID((long)d.object_id)).ToDictionary(d => (object)d.Key, d => d.ToList()));
}
else if (groupByType == ((int)QUOTE_GROUP_BY.PRODUCT_CYCLE).ToString()) // 按产品周期分组
{
new QuoteBLL().UpdateGroup(quote.id, (int)QUOTE_GROUP_BY.PRODUCT_CYCLE, GetLoginUserId());
groupBy.SelectedValue = ((int)QUOTE_GROUP_BY.PRODUCT_CYCLE).ToString();
doubleGroupList = screenList.GroupBy(_ => _.object_id == null ? "" : ReturnProductID((long)_.object_id)).ToDictionary(_ => (object)_.Key, _ => _.ToList().GroupBy(d => d.period_type_id == null ? "" : d.period_type_id.ToString()).ToDictionary(d => (object)d.Key, d => d.ToList()));
}
else // 不分组
{
new QuoteBLL().UpdateGroup(quote.id, (int)QUOTE_GROUP_BY.NO, GetLoginUserId());
groupBy.SelectedValue = ((int)QUOTE_GROUP_BY.NO).ToString();
}
//switch (groupByType)
//{
// case "cycle":
// // 按照周期分组
// break;
// case "product":
// break;
// default:
// groupByType = "no";
// break;
//}
// ClientScript.RegisterStartupScript(this.GetType(), "提示信息", "<script> $(\"#groupBy\").val('"+groupBy+"')</script>");
if (discountQIList != null && discountQIList.Count > 0)
{
discountQIList.ForEach(_ => { if (_.discount_percent != null)
{
_.discount_percent = _.discount_percent / 100;
}
});
}
}
}
else
{
Response.End();
}
}
catch (Exception)
{
throw;
}
}
/// <summary>
/// 插入报价
/// </summary>
/// <param name="quote"></param>
/// <param name="user_id"></param>
/// <returns></returns>
public ERROR_CODE Insert(crm_quote quote, long user_id)
{
if (quote.account_id == 0 || string.IsNullOrEmpty(quote.name) || (quote.contact_id == 0 && quote.opportunity_id == 0))
{
return(ERROR_CODE.PARAMS_ERROR);
}
var user = UserInfoBLL.GetUserInfo(user_id);
if (user == null)
{
return(ERROR_CODE.USER_NOT_FIND);
}
#region 3.保存商机
if (quote.opportunity_id == 0) // 代表用户未选择商机，此时自动创建商机
{
var opportunity = new crm_opportunity()
{
id = _dal.GetNextIdCom(),
name = quote.name,
account_id = quote.account_id,
resource_id = user_id,
stage_id = (int)OPPORTUNITY_STAGE.NEW_CLUE, // todo 取到商机阶段中的最小值
status_id = (int)OPPORTUNITY_STATUS.ACTIVE,
create_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
projected_close_date = quote.projected_close_date,
use_quote = 1,
one_time_cost = 0,
one_time_revenue = 0,
monthly_cost = 0,
monthly_revenue = 0,
quarterly_cost = 0,
quarterly_revenue = 0,
semi_annual_cost = 0,
semi_annual_revenue = 0,
yearly_cost = 0,
yearly_revenue = 0,
ext1 = 0,
ext2 = 0,
ext3 = 0,
ext4 = 0,
ext5 = 0,
spread_value = 0,
// 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,
};
new crm_opportunity_dal().Insert(opportunity);
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.OPPORTUNITY,
oper_object_id = opportunity.id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.ADD,
oper_description = _dal.AddValue(opportunity),
remark = "保存商机信息"
});
quote.opportunity_id = opportunity.id;
}
quote.is_primary_quote = 1;
#endregion
// 验证该商机下是否有报价，如果是第一个添加的报价，则设置成为主报价
var quoteList = new crm_quote_dal().GetQuoteByWhere($" and opportunity_id = {quote.opportunity_id} ");
if (quoteList != null && quoteList.Count > 0)
{
quote.is_primary_quote = null;
}
#region 1.保存报价
quote.id = _dal.GetNextIdCom();
quote.create_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now);
quote.update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now);
quote.create_user_id = user_id;
quote.update_user_id = user_id;
quote.payment_term_id = quote.payment_term_id == 0 ? null : quote.payment_term_id;
quote.payment_type_id = quote.payment_type_id == 0 ? null : quote.payment_type_id;
quote.shipping_type_id = quote.shipping_type_id == 0 ? null : quote.shipping_type_id;
quote.tax_region_id = quote.tax_region_id == 0 ? null : quote.tax_region_id;
quote.quote_tmpl_id = quote.quote_tmpl_id == 0 ? null : quote.quote_tmpl_id;
quote.project_id = quote.project_id == 0 ? null : quote.project_id;
_dal.Insert(quote);
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.QUOTE,
oper_object_id = quote.id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.ADD,
oper_description = _dal.AddValue(quote),
remark = "保存报价信息"
});
#endregion
#region 2.保存通知
#endregion
#region 更新客户最后活动时间
crm_account thisAccount = new CompanyBLL().GetCompany(quote.account_id);
if (thisAccount != null)
{
thisAccount.last_activity_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now); new CompanyBLL().EditAccount(thisAccount, user_id);
}
#endregion
return(ERROR_CODE.SUCCESS);
}
