/// <summary>
/// Adds the contact to account.
/// </summary>
/// <param name="sourceLead">The source lead.</param>
private void AddContactToAccount(ILead sourceLead, string accountID)
{
if (accountID != null)
{
IList <IAccount> selectedAccount = EntityFactory.GetRepository <IAccount>().FindByProperty("Id", accountID);
if (selectedAccount != null)
{
foreach (IAccount account in selectedAccount)
{
IContact newContact = EntityFactory.Create <IContact>();
sourceLead.ConvertLeadToContact(newContact, account, "Add Contact to this Account");
sourceLead.ConvertLeadAddressToContactAddress(newContact);
sourceLead.ConvertLeadAddressToAccountAddress(account);
sourceLead.MergeLeadWithAccount(account, "ACCOUNTWINS", newContact);
account.Save();
newContact.Save();
Response.Redirect(string.Format("Contact.aspx?entityId={0}", (newContact.Id)));
}
}
}
}
/// <summary>
/// Handles the CheckedChanged event of the chkQualificationSelected* controls, used to update the corresponding LeadQualification entity.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="System.EventArgs"/> instance containing the event data.</param>
protected void ChkQualificationSelectedCheckedChanged(object sender, EventArgs e)
{
CheckBox cb = sender as CheckBox;
if (cb != null)
{
string Id = cb.Attributes[cQualificationId];
if (!string.IsNullOrEmpty(Id))
{
IQualification qualification = EntityFactory.GetById <IQualification>(Id);
if (qualification != null)
{
ILead lead = GetCurrentLead();
if (lead != null)
{
ILeadQualification lead_qual = GetLeadQualification(lead, qualification);
if (lead_qual != null)
{
lead_qual.Checked = cb.Checked;
lead_qual.Save();
}
else
{
ILeadQualification new_qual = EntityFactory.Create <ILeadQualification>();
new_qual.Lead = lead;
new_qual.Qualification = qualification;
new_qual.Checked = cb.Checked;
new_qual.Save();
}
}
}
}
}
}
/// <summary>
/// Handles the TextChanged event of the txtQualificationDescription* controls, used to update the corresponding LeadQualification entity.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="System.EventArgs"/> instance containing the event data.</param>
protected void txtQualificationDescription_TextChanged(object sender, EventArgs e)
{
TextBox tb = sender as TextBox;
if (tb != null)
{
string Id = tb.Attributes[cQualificationId];
if (!string.IsNullOrEmpty(Id))
{
IQualification qualification = EntityFactory.GetById <IQualification>(Id);
if (qualification != null)
{
ILead lead = GetCurrentLead();
if (lead != null)
{
ILeadQualification lead_qual = GetLeadQualification(lead, qualification);
if (lead_qual != null)
{
lead_qual.Notes = tb.Text;
lead_qual.Save();
}
else
{
ILeadQualification new_qual = EntityFactory.Create <ILeadQualification>();
new_qual.Lead = lead;
new_qual.Qualification = qualification;
new_qual.Notes = tb.Text;
new_qual.Save();
}
}
}
}
}
}
// Example of target method signature
public static void MyConvertLeadToAccount(ILead lead, IAccount account)
{
//===============================================================
// This code doesn't work.... added it directly to LeadsearchandConvert
//==========================================================================
//foreach (ILeadWebsite tmpWebsite in lead.LeadWebsites)
//{
// // Create Account Additional Website Record
// Sage.Entity.Interfaces.IAccountWebsite Acctwebsite = Sage.Platform.EntityFactory.Create<Sage.Entity.Interfaces.IAccountWebsite >();
// Acctwebsite.Account = account;
// Acctwebsite.Notes = tmpWebsite.Notes ;
// Acctwebsite.WebAddress = tmpWebsite.WebAddress;
// try
// {
// Acctwebsite.Save();
// }
// catch (Exception)
// {
// //Exception But Continue
// }
//}
}
private void UpdateContactOrLeadInfo(bool selectedContact)
{
if (selectedContact)
{
Activity.LeadId = null;
}
else
{
Activity.ContactId = null;
Activity.OpportunityId = null;
Activity.TicketId = null;
Activity.AccountId = null;
}
if (!string.IsNullOrEmpty(Activity.LeadId))
{
ILead lead = EntityFactory.GetById <ILead>(Activity.LeadId);
if (lead != null)
{
if (string.IsNullOrEmpty(Activity.AccountName))
{
Activity.AccountName = lead.Company;
}
Activity.ContactName = lead.LeadNameLastFirst;
}
}
}
public static void SLXSocial_OnLeadCreate(ILead lead)
{
var appCtx = Sage.Platform.Application.ApplicationContext.Current.Services.Get <Sage.Platform.Application.IContextService>();
if (appCtx.HasContext("NewEntityParameters"))
{
var entityParams = appCtx["NewEntityParameters"] as System.Collections.Generic.Dictionary <String, String>;
if (entityParams != null && entityParams.ContainsKey("LeadNotes"))
{
lead.Notes = (String)entityParams["LeadNotes"];
lead.BusinessDescription = (String)entityParams["LeadBusinessDescription"];
lead.WebAddress = (String)entityParams["LeadUrl"];
String name = (String)entityParams["LeadName"];
String[] nameParts = name.Split(new char[] { ' ' }, 2);
if (nameParts.Length == 2)
{
lead.FirstName = nameParts[0];
lead.LastName = nameParts[1];
}
else
{
lead.LastName = name;
}
lead.Company = name;
}
appCtx.RemoveContext("NewEntityParameters");
}
}
private void SetTACODefaultsFromParameters()
{
Activity.AccountId = GetParam("aid");
if (GetParam("cid") != null)
{
Activity.ContactId = GetParam("cid");
}
if (GetParam("oid") != null)
{
Activity.OpportunityId = GetParam("oid");
}
if (GetParam("tid") != null)
{
Activity.TicketId = GetParam("tid");
}
if (GetParam("lid") != null)
{
Activity.LeadId = GetParam("lid");
ILead lead = EntityFactory.GetById <ILead>(Activity.LeadId);
if (lead != null)
{
Activity.AccountName = lead.Company;
}
SetDivVisible(VisibleDiv.Lead);
}
}
public void insert(ILead newLead)
{
var lead = newLead.getLeadDto();
using (IDbConnection db = new SqlConnection(ConfigurationManager.ConnectionStrings["SqlServerConnString"].ConnectionString))
{
string sqlQuery = @"Insert INTO Lead
(Firstname, Surname, TitleId, IdentityNo , ContactNo, EmailAddress)
Values(@FirstName, @Surname, @TitleId, @IdentityNo, @ContactNo, @EmailAddress);
SELECT CAST(SCOPE_IDENTITY() as bigint)";
var id = db.ExecuteScalar(sqlQuery,
new
{
FirstName = lead.firstName,
Surname = lead.surname,
TitleId = lead.title,
IdentityNo = lead.identityNo,
EmailAddress = lead.emailAddress,
ContactNo = lead.contactNo
});
lead.id = long.Parse(id.ToString());
//save lead comsmethod opt-ins
insertLeadComs(lead.id, lead);
}
}
// Example of target method signature
public static void MyConvertLeadToAccount(ILead lead, IAccount account)
{
//===============================================================
// This code doesn't work.... added it directly to LeadsearchandConvert
//==========================================================================
//foreach (ILeadWebsite tmpWebsite in lead.LeadWebsites)
//{
// // Create Account Additional Website Record
// Sage.Entity.Interfaces.IAccountWebsite Acctwebsite = Sage.Platform.EntityFactory.Create<Sage.Entity.Interfaces.IAccountWebsite >();
// Acctwebsite.Account = account;
// Acctwebsite.Notes = tmpWebsite.Notes ;
// Acctwebsite.WebAddress = tmpWebsite.WebAddress;
// try
// {
// Acctwebsite.Save();
// }
// catch (Exception)
// {
// //Exception But Continue
// }
//}
}
protected void btnConvert_Click(object sender, EventArgs e)
{
IContact newContact = EntityFactory.Create <IContact>();
ILeadHistory newHistory = EntityFactory.Create <ILeadHistory>();
ILeadAddressHistory newAddressHistory = EntityFactory.Create <ILeadAddressHistory>();
newAddressHistory.LeadHistory = newHistory;
newHistory.Addresses.Add(newAddressHistory);
ILead curLead = BindingSource.Current as ILead;
if (curLead == null)
{
return;
}
accountID = ((IAccount)dtsAccounts.Current).Id.ToString();
if (accountID != null)
{
var account = EntityFactory.GetById <IAccount>(accountID);
if (account != null)
{
curLead.ConvertLeadToContact(newContact, account,
GetLocalResourceObject("chkAddContacts.Text").ToString());
curLead.ConvertLeadAddressToContactAddress(newContact);
curLead.ConvertLeadAddressToAccountAddress(account);
curLead.MergeLeadWithAccount(account,
GetLocalResourceObject("ExistingAccountwins.Text").ToString(),
newContact);
account.Save();
Response.Redirect(string.Format("Contact.aspx?entityId={0}", (newContact.Id)));
}
}
}
public void SendLeadSyncShouldSendAPostToConversions()
{
_httpClient.PostAsJsonAsync("conversions", Arg.Any <HttpContent>()).ReturnsForAnyArgs(new HttpResponseMessage(HttpStatusCode.OK));
ILead lead = _lead;
_sut.SendLeadSync(lead);
_httpClient.Received().SendAsync(Arg.Is <HttpRequestMessage>(h => h.RequestUri.ToString() == RdStationApiClient.CONVERSION_URL), Arg.Any <CancellationToken>());
}
/// <summary>
/// Loads the marketing.
/// </summary>
private void LoadResponses()
{
ILead lead = EntityFactory.GetRepository <ILead>().Get(EntityContext.EntityID);
if (lead != null)
{
IList <ITargetResponse> responses = EntityFactory.GetRepository <ITargetResponse>().FindByProperty("Lead.Id", lead.Id);
grdLeadResponses.DataSource = responses;
grdLeadResponses.DataBind();
}
}
/// <summary>
/// Gets the current Lead entity.
/// </summary>
/// <returns></returns>
protected ILead GetCurrentLead()
{
ILead lead = null;
object obj = BindingSource.Current;
if (obj != null)
{
lead = (obj as ILead);
}
return(lead);
}
public static void CanSendLeadToBD(ILead lead, out Boolean result)
{
Boolean blnValidFlag = true;
//============================
// http://screencast.com/t/FJAORdM4
// Requirements from Kevin
//=======================================
if (lead.FirstName == null || lead.FirstName == "")
{
blnValidFlag = false;
}
//================================================
if (lead.LastName == null || lead.LastName == "")
{
blnValidFlag = false;
}
//================================================
if (lead.Company == null || lead.Company == "")
{
blnValidFlag = false;
}
//================================================
if (lead.WorkPhone == null || lead.WorkPhone == "")
{
blnValidFlag = false;
}
//================================================
// Lead Status
//================================================
if (lead.CfxLeadQualityCode == null || lead.CfxLeadQualityCode == "")
{
blnValidFlag = false;
}
//================================================
if (lead.CfxCompetitor == null || lead.CfxCompetitor == "")
{
blnValidFlag = false;
}
//================================================
if (lead.CFXBuy != null || lead.CfxSell != null)
{
}
else
{
blnValidFlag = false;
}
result = blnValidFlag;
}
protected void LoadLeadGrid()
{
ILead curLead = BindingSource.Current as ILead;
if (curLead != null)
{
List <ILead> leadlist = new List <ILead>();
leadlist.Add(curLead);
dtsLeads.setCustomData(leadlist);
}
}
private static void StoreLeadInLocalCache(ILead lead)
{
if (lead.Id <= 0)
{
return;
}
var cacheKey = String.Format(LeadCacheKeyTempl, lead.Id);
LocalCache.Put(cacheKey, lead, LocalCacheLeadSecsToLive);
}
/// <summary>
/// Adds the lead entity to data source.
/// </summary>
private void AddLeadEntityToDataSource(DataTable dataTable, MatchResultItem resultItem, string type)
{
try
{
ILead lead = resultItem.Data as ILead;
dataTable.Rows.Add(lead.Id.ToString(), "Lead", resultItem.Score, type, lead.Company, lead.FirstName,
lead.LastName, lead.Title, lead.Email, lead.Address.LeadCtyStZip, lead.WorkPhone);
}
catch
{
}
}
/// <summary>
/// Handles the SelectedIndexChanged event of the cboQualifications control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="System.EventArgs"/> instance containing the event data.</param>
protected void cboQualifications_SelectedIndexChanged(object sender, EventArgs e)
{
ListItem item = cboQualifications.SelectedItem;
if (item != null)
{
using (NHibernate.ISession session = new SessionScopeWrapper())
{
ILead lead = GetCurrentLead();
if (lead != null)
{
IQualificationCategory currentCategory = lead.QualificationCategory;
if (currentCategory != null)
{
IList <IQualification> qualifications = GetQualifications(currentCategory);
if (qualifications != null)
{
IList <ILeadQualification> lead_qualifications = GetLeadQualifications(currentCategory, qualifications, lead);
if (lead_qualifications != null)
{
if (lead_qualifications.Count > 0)
{
string confirmation = htxtConfirmation.Value;
if (!string.IsNullOrEmpty(confirmation))
{
const string cFalse = "false";
if (confirmation.ToLower() == cFalse)
{
cboQualifications.SelectedValue = currentCategory.Id.ToString();
return;
}
}
foreach (ILeadQualification lead_qual in lead_qualifications)
{
lead_qual.Delete();
}
lead_qualifications.Clear();
}
}
}
}
IQualificationCategory category = EntityFactory.GetById <IQualificationCategory>(item.Value);
if (category != null)
{
lead.QualificationCategory = category;
session.Update(lead);
}
}
}
}
}
private bool ValuesSet(EntityHistory hist)
{
switch (hist.EntityType.Name)
{
case "IAccount":
IAccount account = EntityFactory.GetById <IAccount>(hist.EntityId.ToString());
Account.LookupResultValue = account;
Contact.LookupResultValue = GetPrimaryContact(account.Contacts);
return(true);
case "IContact":
IContact contact = EntityFactory.GetById <IContact>(hist.EntityId.ToString());
Contact.LookupResultValue = contact;
Account.LookupResultValue = contact.Account;
return(true);
case "IOpportunity":
IOpportunity opportunity = EntityFactory.GetById <IOpportunity>(hist.EntityId.ToString());
Opportunity.LookupResultValue = opportunity;
Account.LookupResultValue = opportunity.Account;
foreach (IOpportunityContact oppContact in opportunity.Contacts)
{
if (oppContact.IsPrimary.HasValue)
{
if ((bool)oppContact.IsPrimary)
{
Contact.LookupResultValue = oppContact.Contact;
break;
}
}
}
return(true);
case "ITicket":
ITicket ticket = EntityFactory.GetById <ITicket>(hist.EntityId.ToString());
Ticket.LookupResultValue = ticket;
Account.LookupResultValue = ticket.Account;
Contact.LookupResultValue = ticket.Contact;
return(true);
case "ILead":
SetDivVisible(VisibleDiv.Lead);
ILead lead = EntityFactory.GetById <ILead>(hist.EntityId.ToString());
LeadId.LookupResultValue = lead;
Company.Text = lead.Company;
return(true);
}
return(false);
}
void LeadId_LookupResultValueChanged(object sender, EventArgs e)
{
string leadID = LeadId.LookupResultValue.ToString();
ILead lead = EntityFactory.GetById <ILead>(leadID);
if (lead != null)
{
Activity.ContactId = null;
Activity.OpportunityId = null;
Activity.TicketId = null;
Activity.AccountId = null;
Activity.LeadName = lead.LeadNameLastFirst;
Activity.ContactName = lead.LeadNameLastFirst;
Activity.AccountName = lead.Company;
}
}
/// <summary>
/// Gets the LeadQualification entity based on the parameters.
/// </summary>
/// <param name="lead">The Lead.</param>
/// <param name="qualification">The Qualification.</param>
/// <returns></returns>
protected static ILeadQualification GetLeadQualification(ILead lead, IQualification qualification)
{
using (new SessionScopeWrapper())
{
IRepository <ILeadQualification> rep = EntityFactory.GetRepository <ILeadQualification>();
IQueryable qry = (IQueryable)rep;
IExpressionFactory ep = qry.GetExpressionFactory();
ICriteria crt = qry.CreateCriteria();
IJunction all = ep.Conjunction();
all.Add(ep.Eq("Lead", lead));
all.Add(ep.Eq("Qualification", qualification));
crt.Add(all);
ILeadQualification result = crt.UniqueResult <ILeadQualification>();
return(result);
}
}
/// <summary>
/// Loads the source snapshot.
/// </summary>
private void LoadSourceSnapshot()
{
if (BindingSource.Current != null)
{
ILead lead = BindingSource.Current as ILead;
lblLead.Text = !String.IsNullOrEmpty(lead.LastName) ? String.Format("{0}, {1}", lead.LastName, lead.FirstName) : lead.FirstName;
lblValueCompany.Text = lead.Company;
if (lead.Address != null)
{
lblAddress.Text = lead.Address.FormatFullLeadAddress();
}
lblValueEmail.Text = lead.Email;
lblValueTitle.Text = lead.Title;
phnWorkPhone.Text = lead.WorkPhone;
lblValueWeb.Text = lead.WebAddress;
}
}
/// <summary>
/// Handles the OnRowCommand event of the grdAccountMatches control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="System.Web.UI.WebControls.GridViewCommandEventArgs"/> instance containing the event data.</param>
protected void grdAccountMatches_OnRowCommand(object sender, GridViewCommandEventArgs e)
{
if (e.CommandName.Equals("Add Contact"))
{
int rowIndex = Convert.ToInt32(e.CommandArgument);
string entityId = grdAccountMatches.DataKeys[rowIndex].Values[0].ToString();
if (entityId != null)
{
if (DuplicateProvider.EntitySource.EntityData != null)
{
ILead sourceLead = DuplicateProvider.EntitySource.EntityData as ILead;
AddContactToAccount(sourceLead, entityId);
}
}
}
}
/// <summary>
/// Loads the collection of QualificationCategory entities and assigns the collection to the cboQualifications control.
/// </summary>
protected void LoadQualificationCategories()
{
ILead lead = GetCurrentLead();
if (Visible && !IsPostBack)
{
cboQualifications.Items.Clear();
cboQualifications.AppendDataBoundItems = true;
IList <IQualificationCategory> list = GetQualificationCategories();
bool isSelected;
ListItem listItem = new ListItem
{
Text = GetLocalResourceObject("qualification_Category_None").ToString(),
Value = String.Empty,
Selected = lead.QualificationCategory == null
};
cboQualifications.Items.Add(listItem);
foreach (IQualificationCategory qualificationCategory in list)
{
isSelected = lead.QualificationCategory != null && (lead.QualificationCategory.Id.ToString() == qualificationCategory.Id.ToString());
listItem = new ListItem
{
Text = qualificationCategory.CategoryName,
Value = qualificationCategory.Id.ToString(),
Selected = isSelected
};
cboQualifications.Items.Add(listItem);
}
}
else if (Visible)
{
if (lead.QualificationCategory != null)
{
ListItem item = cboQualifications.Items.FindByValue(lead.QualificationCategory.Id.ToString());
if (item != null)
{
cboQualifications.SelectedValue = item.Value;
}
}
else
{
cboQualifications.SelectedValue = String.Empty;
}
}
}
/// <summary>
/// Adds the contact to account.
/// </summary>
/// <param name="sourceLead">The source lead.</param>
/// <param name="accountID">The account ID.</param>
private void AddContactToAccount(ILead sourceLead, string accountID)
{
if (accountID != null)
{
var account = EntityFactory.GetById <IAccount>(accountID);
if (account != null)
{
IContact newContact = EntityFactory.Create <IContact>();
sourceLead.ConvertLeadToContact(newContact, account, "Add Contact to this Account");
sourceLead.ConvertLeadAddressToContactAddress(newContact);
sourceLead.ConvertLeadAddressToAccountAddress(account);
sourceLead.MergeLeadWithAccount(account, "ACCOUNTWINS", newContact);
account.Contacts.Add(newContact);
account.Save();
Response.Redirect(String.Format("Contact.aspx?entityId={0}", (newContact.Id)));
}
}
}
private async Task <int> UpsertLeadAsync(ILead lead)
{
using (var conn = StoneAgeDbConn())
{
const string returnPropName = "ReturnVal";
var arguments = new DynamicParameters(lead);
arguments.Add(returnPropName,
dbType: DbType.Int32,
direction: ParameterDirection.Output);
await conn.ExecuteAsync("FCCWeb.UpsertStagedLead",
arguments,
commandType : CommandType.StoredProcedure)
.ConfigureAwait(false);
return(arguments.Get <int>(returnPropName));
}
}
public async Task <ILead> SaveAsync(ILead lead)
{
var currentLead = RetrieveCurrentLead(lead.Id);
if (currentLead != null)
{
// Sync-up server-side maintained state props
((ILeadState)lead)
.SetSuccessfulPlacementCheck(currentLead.SuccessfulPlacementCheck)
.SetSuccessfulLeadSubmission((currentLead.SuccessfulLeadSubmission))
.SetIpAddress(currentLead.IpAddress);
}
var id = await UpsertLeadAsync(lead).ConfigureAwait(false);
// Set the Id on this lead and then store it in local cache
StoreLeadInLocalCache(lead.SetId(id));
return(lead);
}
protected void LeadId_LookupResultValueChanged(object sender, EventArgs e)
{
string leadID = LeadId.LookupResultValue.ToString();
ILead lead = EntityFactory.GetById <ILead>(leadID);
if (lead != null)
{
Activity.ContactId = null;
Activity.OpportunityId = null;
Activity.TicketId = null;
Activity.AccountId = null;
Activity.LeadName = lead.LeadNameLastFirst;
Activity.AccountName = lead.Company;
Activity.PhoneNumber = (lead.WorkPhone ?? lead.TollFree);
}
else
{
//lead was blanked
Activity.LeadName = null;
Activity.AccountName = null;
}
}
public static void SLXSocial_OnLeadCreate( ILead lead)
{
var appCtx = Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Application.IContextService>();
if(appCtx.HasContext("NewEntityParameters")){
var entityParams = appCtx["NewEntityParameters"] as System.Collections.Generic.Dictionary<String,String>;
if(entityParams != null && entityParams.ContainsKey("LeadNotes")) {
lead.Notes = (String)entityParams["LeadNotes"];
lead.BusinessDescription = (String)entityParams["LeadBusinessDescription"];
lead.WebAddress = (String)entityParams["LeadUrl"];
String name = (String)entityParams["LeadName"];
String[] nameParts = name.Split(new char[] { ' ' }, 2);
if(nameParts.Length == 2) {
lead.FirstName = nameParts[0];
lead.LastName = nameParts[1];
} else {
lead.LastName = name;
}
lead.Company = name;
}
appCtx.RemoveContext("NewEntityParameters");
}
}
private void LoadContactGrid()
{
bool conditionMet = false;
string company = String.Empty;
string firstName = String.Empty;
string lastName = String.Empty;
string title = String.Empty;
string email = String.Empty;
string cityStatePostal = String.Empty;
string workPhone = String.Empty;
string webAddress = String.Empty;
ILead lead = BindingSource.Current as ILead;
if (lead != null)
{
company = lead.Company;
firstName = lead.FirstName;
lastName = lead.LastName;
title = lead.Title;
email = lead.Email;
cityStatePostal = lead.Address.LeadCtyStZip;
workPhone = lead.WorkPhone;
webAddress = lead.WebAddress;
}
IRepository <IContact> contactList = EntityFactory.GetRepository <IContact>();
IQueryable qryContact = (IQueryable)contactList;
IExpressionFactory exp = qryContact.GetExpressionFactory();
ICriteria criteria = qryContact.CreateCriteria();
criteria.CreateAlias("Address", "ad");
IList <IExpression> expression = new List <IExpression>();
if (chkCompany.Checked && company != null)
{
expression.Add(GetExpression(exp, "AccountName", company));
conditionMet = true;
}
if (chkFirstName.Checked && firstName != null)
{
expression.Add(GetExpression(exp, "FirstName", firstName));
conditionMet = true;
}
if (chkLastName.Checked && lastName != null)
{
expression.Add(GetExpression(exp, "LastName", lastName));
conditionMet = true;
}
if (chkTitle.Checked && title != null)
{
expression.Add(GetExpression(exp, "Title", title));
conditionMet = true;
}
if (chkEmail.Checked && email != null)
{
expression.Add(GetExpression(exp, "Email", email));
conditionMet = true;
}
if (chkCityStatePostal.Checked && cityStatePostal != null)
{
expression.Add(GetExpression(exp, "ad.CityStateZip", cityStatePostal));
conditionMet = true;
}
if (chkWorkPhone.Checked && workPhone != null)
{
expression.Add(GetExpression(exp, "WorkPhone", workPhone));
conditionMet = true;
}
if (chkWebAddress.Checked && webAddress != null)
{
expression.Add(GetExpression(exp, "WebAddress", webAddress));
conditionMet = true;
}
IJunction junction = rdbMatchAll.Checked ? exp.Conjunction() : exp.Disjunction();
foreach (IExpression e in expression)
{
junction.Add(e);
}
criteria.Add(junction);
if (conditionMet.Equals(true))
{
IList list = criteria.List();
dtsContacts.setCustomData(list);
lblContactMatches.Text = String.Format(GetLocalResourceObject("PotentialContactMatches_rsc").ToString(), list.Count);
}
}
public static void cfxGetLatestDupeAuditStatus(ILead lead, out String result)
{
string strResult = string.Empty;
string LastStatus = GetField<string>("STATUS", "CFXDUPECHECKAUDIT", "LEADID ='" + lead.Id.ToString() + "' order by CREATEDATE desc");
if (LastStatus == null)
{
strResult = "None";
}
else
{
strResult = LastStatus;
}
result = strResult;
}
public void CreateContactLeadSource(ILead lead, IContact contact)
{
if (lead.LeadSource != null)
{
var contactLeadSource = EntityFactory.Create<IContactLeadSource>();
contactLeadSource.Contact = contact;
contactLeadSource.LeadSource = lead.LeadSource;
contactLeadSource.LeadDate = DateTime.UtcNow;
contact.LeadSources.Add(contactLeadSource);
}
}
/// <summary>
/// Converts the lead to new account and contact.
/// </summary>
/// <param name="lead">The lead.</param>
/// <param name="createOpportunity">if set to <c>true</c> [create opportunity].</param>
/// <param name="options">The options.</param>
private void ConvertLeadToNewAccountAndContact(ILead lead, bool createOpportunity, string options)
{
if (lead.LegalName != null)
{
string qry = "select LegalCompanyName from LegalMaster where LegalCompanyName ='" + lead.LegalName + "'";
Sage.Platform.Data.IDataService service1 = Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Data.IDataService>();
System.Data.OleDb.OleDbConnection conObj = new System.Data.OleDb.OleDbConnection(service1.GetConnectionString());
System.Data.OleDb.OleDbDataAdapter dataAdapterObj = new System.Data.OleDb.OleDbDataAdapter(qry, conObj);
System.Data.DataTable dt = new System.Data.DataTable();
dataAdapterObj.Fill(dt);
if (dt.Rows.Count > 0)
{
lblmsg.Text = lead.LegalName + ": legal Name is already exists";
return;
}
}
//if (ddLSalesProcess.SelectedIndex > 0 || chkCreateOpportunity.Checked == false)
//{
var keyGen = new SalesLogixEntityKeyGenerator();
string key = keyGen.GenerateIds(typeof(IContact), 1).FirstOrDefault();
IContact contact = EntityFactory.Create<IContact>();
((IAssignableId)contact).Id = key;
IAccount account = EntityFactory.Create<IAccount>();
account.Type = "LEAD";
lead.ConvertLeadToContact(contact, account, options);
lead.ConvertLeadToAccount(account);
lead.ConvertLeadAddressToAccountAddress(account);
lead.ConvertLeadAddressToContactAddress(contact);
contact.SaveContactAccount(account);
IOpportunity opportunity = CreateOpportunity(createOpportunity, contact, lead);
IUser usr = lead.AccountManager;
IOwner own = lead.Owner;
if (lkpBranchManager.LookupResultValue != null)
{
usr = (IUser)lkpBranchManager.LookupResultValue;//Sage.Platform.EntityFactory.GetById<IUser>(lkpBranchManager.LookupResultValue.ToString());
Sage.Platform.Data.IDataService service1 = Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Data.IDataService>();
System.Data.OleDb.OleDbConnection conObj = new System.Data.OleDb.OleDbConnection(service1.GetConnectionString());
System.Data.OleDb.OleDbDataAdapter dataAdapterObj3 = new System.Data.OleDb.OleDbDataAdapter("Select Optionvalue as DEFAULTSECCODEID from UserOptions where userid = '" + usr.Id.ToString() + "' and name ='InsertSecCodeID'", conObj);
System.Data.DataTable dt3 = new System.Data.DataTable();
dataAdapterObj3.Fill(dt3);
if (dt3.Rows.Count > 0)
{
Sage.Entity.Interfaces.IOwner objowner2 = Sage.Platform.EntityFactory.GetById<Sage.Entity.Interfaces.IOwner>((object)dt3.Rows[0][0].ToString());
own = objowner2;
}
}
AddAttachmentsToLead(lead, account, contact, opportunity);
lead.AddHistoryAndQualificationRecords(contact, account, opportunity, false);
lead.AddActivities(contact, account, opportunity);
if(chkCreateOpportunity.Checked == true)
account.Type = "Prospect";
else
account.Type = "LEAD";
account.LegalName = lead.LegalName;
Sage.Platform.Data.IDataService service2 = Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Data.IDataService>();
System.Data.OleDb.OleDbConnection conOb2 = new System.Data.OleDb.OleDbConnection(service2.GetConnectionString());
System.Data.OleDb.OleDbDataAdapter dataAdapterObj1 = new System.Data.OleDb.OleDbDataAdapter("Select INDSGMSTID From INDSGMST where CINDSGDESC = '" +lead.Industry+"' and CMKTSGDESC = '" +lead.MKTSegment +"'", conOb2);
System.Data.DataTable dt1 = new System.Data.DataTable();
dataAdapterObj1.Fill(dt1);
if (dt1.Rows.Count > 0)
{
account.SegmentmstID = dt1.Rows[0][0].ToString();
}
//account.Industry = lead.Industry;
//account.MktSegment = lead.MKTSegment;
account.AccountManager = usr;
account.Owner = own;
contact.Owner = own;
contact.AccountManager = usr;
account.Status = "Active";
contact.Save();
account.Save();
IList<ICampaignTarget> campaignTargets = EntityFactory.GetRepository<ICampaignTarget>().FindByProperty("EntityId", lead.Id.ToString());
foreach (ICampaignTarget campaignTarget in campaignTargets)
lead.ChangeCampaignTargetEntityID(contact, campaignTarget);
ILeadHistory leadHistory = EntityFactory.GetById<ILeadHistory>(lead.SaveLeadHistory());
if (leadHistory != null)
{
leadHistory.ContactId = contact.Id.ToString();
leadHistory.AccountId = account.Id.ToString();
leadHistory.Save();
}
//lead.Delete();
Sage.Entity.Interfaces.IOwner objowner = Sage.Platform.EntityFactory.GetById<Sage.Entity.Interfaces.IOwner>((object)"SYST00000002");
lead.Owner = objowner;
lead.Status = "Converted";
lead.Save();
string url;
if (opportunity != null)
{
opportunity.Status = "Active";
opportunity.BusinessPotential = lead.BussinessPortential;
opportunity.AccountManager = usr;
opportunity.Owner = own;
opportunity.Save();
url = string.Format("Opportunity.aspx?entityid={0}", opportunity.Id);
}
else
url = string.Format("Contact.aspx?entityId={0}", contact.Id);
cmdConvert.Click += DialogService.CloseEventHappened;
//Page.ClientScript.RegisterClientScriptBlock(GetType(), "sas", "<script>window.close();if (window.opener && !window.opener.closed) { window.opener.location='" + url + "'; }</script>", false);
Response.Redirect(
opportunity != null
? string.Format("Opportunity.aspx?entityid={0}", opportunity.Id)
: string.Format("Contact.aspx?entityId={0}", contact.Id), false);
/*}
else
{
lblmsg.Text = "Please Select SalesProcess,Then Continue Convert Opportunity";
//throw new Sage.Platform.Application.ValidationException("The call to LeadSearchAndConvert.cmdConvert_Click() failed");
}*/
}
/// <summary>
/// Adds the attachments to lead.
/// </summary>
/// <param name="sourceLead">The source lead.</param>
/// <param name="account">The account.</param>
/// <param name="contact">The contact.</param>
private void AddAttachmentsToLead(ILead sourceLead, IAccount account, IContact contact, IOpportunity opportunity)
{
IList<IAttachment> attachments = EntityFactory.GetRepository<IAttachment>().FindByProperty("LeadId", sourceLead.Id.ToString());
foreach (IAttachment attachment in attachments)
sourceLead.AddAttachmentsContactID(contact, account, opportunity, attachment);
}
/// <summary>
/// Adds the contact to account.
/// </summary>
/// <param name="sourceLead">The source lead.</param>
private void AddContactToAccount(ILead sourceLead, string accountID)
{
if (accountID != null)
{
IList<IAccount> selectedAccount = EntityFactory.GetRepository<IAccount>().FindByProperty("Id", accountID);
if (selectedAccount != null)
{
foreach (IAccount account in selectedAccount)
{
IContact newContact = EntityFactory.Create<IContact>();
sourceLead.ConvertLeadToContact(newContact, account, "Add Contact to this Account");
sourceLead.ConvertLeadAddressToContactAddress(newContact);
sourceLead.ConvertLeadAddressToAccountAddress(account);
sourceLead.MergeLeadWithAccount(account, "ACCOUNTWINS", newContact);
account.Save();
newContact.Save();
Response.Redirect(string.Format("Contact.aspx?entityId={0}", (newContact.Id)));
}
}
}
}
// Example of target method signature
public static void CFXLeadOnBeforeUpdate(ILead Lead, ISession session)
{
////TAC Code here//
Sage.Platform.Security.IRoleSecurityService _roleSecurityService;
_roleSecurityService = Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Security.IRoleSecurityService>(true);
IChangedState state = Lead as IChangedState;
if (state != null)
{
//==============================================
// Stage Change
//==============================================
// Removed September 30, 2011 No longer Lead Stage for Notifications
//PropertyChange chgType = state.GetChangedState().FindPropertyChange("CfxLeadScore");
//if (chgType != null)
//{
// //DateTime oldValue = (DateTime)chgDueDate.OldValue;
// //DateTime newValue = (DateTime)chgDueDate.NewValue;
// if (chgType.NewValue.ToString() == "4- Dupe Check")
// {
// SendEmail(Lead);
// }
//}
//=======================================
// Owner Change
//=======================================
EntityPropertyChange chgType2 = state.GetChangedState().FindMemberChange<EntityPropertyChange>("Owner");
if (chgType2 != null)
{
// Do Something
//Get Current user
Sage.SalesLogix.Security.SLXUserService usersvc = (Sage.SalesLogix.Security.SLXUserService)Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Security.IUserService>();
Sage.Entity.Interfaces.IUser currentuser = usersvc.GetUser();
string Mapid = GetField<string>("CFXTEAMUSERMAPID", "CFXTEAMUSERMAP", "TEAMID = '" + chgType2.NewEntity.EntityId.ToString() + "'");
if (Mapid != null)
{
ICFXTeamUserMap cfxTeamUserMap = Sage.Platform.EntityFactory.GetById<ICFXTeamUserMap>(Mapid) as ICFXTeamUserMap;
Lead.AccountManager = cfxTeamUserMap.MarketerUser;
Lead.BDAccountManager = cfxTeamUserMap.BDUser;
Lead.CfxNewAssignment = "Assigned To:" + cfxTeamUserMap.MarketerUser.UserInfo.FirstName + " By: " + currentuser.UserInfo.FirstName; // July 31, 2012 change to New Assignment
}
}
}
}
/// <summary>
/// Send Lead to RdStation Async
/// </summary>
/// <param name="lead">Lead to be Sent</param>
/// <returns>true if sent</returns>
public async Task<bool> SendLead(ILead lead)
{
var response = await _httpClient.PostAsJsonAsync(CONVERSION_URL, lead);
return response.StatusCode == HttpStatusCode.OK || response.StatusCode == HttpStatusCode.Created;
}
/// <summary>
/// Send Lead to RdStation Sync
/// </summary>
/// <param name="lead">Lead to be Sent</param>
/// <returns>true if sent</returns>
public bool SendLeadSync(ILead lead)
{
var response = _httpClient.PostAsJsonAsync(CONVERSION_URL, lead).Result;
return response.StatusCode == HttpStatusCode.OK || response.StatusCode == HttpStatusCode.Created;
}
/// <summary>
/// Called when the smartpart has been bound. Derived components should override this method to run code that depends on entity context being set and it not changing.
/// </summary>
protected override void OnFormBound()
{
base.OnFormBound();
_parentEntity = GetParentEntity() as IPersistentEntity;
ILeadAddress curAdd = this.BindingSource.Current as ILeadAddress;
_parentEntityReference = _parentEntity as IComponentReference;
ClientBindingMgr.RegisterDialogCancelButton(btnCancel);
if (_parentEntityReference is ILead)
{
ViewState["parentEntityID"] = _parentEntityReference.Id;
_Objlead = _parentEntity as ILead;
}
string script_FormatNumber = "";
//script_FormatNumber += " function only_required(Address1,pincode,Latitude,Logitute,description,isprimary,addtype,add2,add3,city,state,country,attn) ";
script_FormatNumber += " function only_required(Address1,pincode,Latitude,Logitute,add2,add3,city,state,country) ";
script_FormatNumber += " {";
script_FormatNumber += " var df = true;";
script_FormatNumber += " if(Address1 == '') { df = false; }";
script_FormatNumber += " if(pincode == '') {df = false; }";
//script_FormatNumber += " if(Latitude == '') {df = false; }";
//script_FormatNumber += " if(Logitute == '') {df = false; }";
script_FormatNumber += " if(!df) {";
script_FormatNumber += " alert('Please Fill Required fields');";
script_FormatNumber += " return df;} else {";
script_FormatNumber += " var add = Address1 + ', ' + add2 + ', ' + add3 + ', ' + city + ', ' + state + ', ' + country + ', ' + pincode;";
script_FormatNumber += " document.getElementById('MainContent_InsertLead_txtAccountAddress').value = add;";
script_FormatNumber += " return df;";
// script_FormatNumber += " { document.getElementById('MainContent_InsertContact_txtAccountAddress').value = Address1 + pincode + Latitude + Logitute;";
script_FormatNumber += " }}";
ScriptManager.RegisterStartupScript(Page, Page.GetType(), "Validate", script_FormatNumber, true);
// btnSave.Attributes.Add("onclick", "return only_required(document.getElementById('" + txtAddress1.ClientID + "').value,document.getElementById('" + txtPostalCode.ClientID + "').value,document.getElementById('" + txtLatitude.ClientID + "').value,document.getElementById('" + txtLogitute.ClientID + "').value,document.getElementById('" + txtAddress2.ClientID + "').value,document.getElementById('" + txtAddress3.ClientID + "').value,document.getElementById('" + pklCity.ClientID + "').value,document.getElementById('" + pklState.ClientID + "').value,document.getElementById('" + pklCountry.ClientID + "').value);");
btnSave.Attributes.Add("onclick", "return only_required(document.getElementById('" + txtAddress1.ClientID + "').value,document.getElementById('" + txtPostalCode.ClientID + "').value,document.getElementById('" + txtLatitude.ClientID + "').value,document.getElementById('" + txtLogitute.ClientID + "').value,document.getElementById('" + txtAddress2.ClientID + "').value,document.getElementById('" + txtAddress3.ClientID + "').value,document.getElementById('" + pklCity.ClientID + "_Text').value,document.getElementById('" + pklState.ClientID + "_Text').value,document.getElementById('"+ pklCountry.ClientID + "_Text').value);");
if (Session["LeadAddressid"] != null && curAdd.Address1 == null)
{
Sage.Entity.Interfaces.ILeadAddress objadd = Sage.Platform.EntityFactory.GetById<Sage.Entity.Interfaces.ILeadAddress>(Session["LeadAddressid"].ToString());
if (objadd != null )
{
curAdd.Address1 = objadd.Address1;
curAdd.Address2 = objadd.Address2;
curAdd.Address3 = objadd.Address3;
curAdd.City = objadd.City;
curAdd.Country = objadd.Country;
curAdd.IsPrimary = objadd.IsPrimary;
curAdd.Latitude = objadd.Latitude != null ? objadd.Latitude : "0";
curAdd.Logitude = objadd.Logitude != null ? objadd.Logitude : "0";
curAdd.PostalCode = objadd.PostalCode;
curAdd.Salutation = objadd.Salutation;
curAdd.State = objadd.State;
curAdd.Description = objadd.Description;
//curAdd = objadd;
}
}
string _Entityid = "";
if (ViewState["parentEntityID"] != null)
{
//Sage.Entity.Interfaces.ILead objlead = Sage.Platform.EntityFactory.GetById<Sage.Entity.Interfaces.ILead>(ViewState["parentEntityID"].ToString());
//if (objlead != null)
//{
// _Entityid = objlead.Address.Id.ToString();
//}
ILeadAddress curAdd2 = this.BindingSource.Current as ILeadAddress;
Sage.Entity.Interfaces.ILeadAddress objadd2 = Sage.Platform.EntityFactory.GetById<Sage.Entity.Interfaces.ILeadAddress>(curAdd2.Id.ToString());
if (objadd2 != null && curAdd2.Address1 != null)
{
curAdd2.Address1 = objadd2.Address1;
curAdd2.Address2 = objadd2.Address2;
curAdd2.Address3 = objadd2.Address3;
curAdd2.City = objadd2.City;
curAdd2.Country = objadd2.Country;
curAdd2.IsPrimary = objadd2.IsPrimary;
curAdd2.Latitude = objadd2.Latitude != null ? objadd2.Latitude : "0";
curAdd2.Logitude = objadd2.Logitude != null ? objadd2.Logitude : "0";
curAdd2.PostalCode = objadd2.PostalCode;
curAdd2.Salutation = objadd2.Salutation;
curAdd2.State = objadd2.State;
curAdd2.Description = objadd2.Description;
}
curAdd2.LeadId = ViewState["parentEntityID"].ToString();
}
}
public override ISmartPartInfo GetSmartPartInfo(Type smartPartInfoType)
{
ToolsSmartPartInfo tinfo = new ToolsSmartPartInfo();
if (BindingSource != null)
{
if (BindingSource.Current != null)
{
ILeadAddress address = (ILeadAddress)BindingSource.Current;
txtEntityId.Value = "";// _parentEntityReference.Id.ToString();
if (address.Id != null)
{
cbxIsPrimary.Enabled = (address.IsPrimary != true);
cbxIsShipping.Enabled = (address.IsMailing != true);
Mode.Value = "UPDATE";
}
else
{
Mode.Value = "ADD";
// pklDecription.PickListValue = GetLocalResourceObject("DefaultDescription").ToString();
}
if (_parentEntityReference is ILead)
{
ViewState["parentEntityID"] = _parentEntityReference.Id;
_Objlead = _parentEntity as ILead;
}
if (!(_parentEntityReference is IAccount || _parentEntityReference is IContact))
{
// tinfo.Title = Mode.Value == "ADD"
// ? GetLocalResourceObject("DialogTitleAdd").ToString()
// : GetLocalResourceObject("DialogTitleEdit").ToString();
}
}
else
{
if (!Page.IsPostBack)
{
if (Request.QueryString["Type"] != null)
{
string _addid = Request.QueryString["id"].ToString();
Sage.Entity.Interfaces.ILeadAddress objadd = Sage.Platform.EntityFactory.GetById<Sage.Entity.Interfaces.ILeadAddress>(_addid);
if (objadd != null)
{
pklDecription.PickListValue = objadd.Description;
txtAddress1.Text = objadd.Address1;
txtAddress2.Text = objadd.Address2;
txtAddress3.Text = objadd.Address3;
//pklAddressType.PickListValue = objadd.AddressType;
pklCity.PickListValue = objadd.City;
pklState.PickListValue = objadd.State;
pklCountry.PickListValue = objadd.Country;
cbxPrimaryAddr.Checked = objadd.IsPrimary == true ? true : false;
cbxIsShipping.Checked = objadd.IsMailing == true ? true : false;
//cbxIsPrimary.Checked = objadd.PrimaryAddress == true ? true : false;
txtLatitude.Text = Convert.ToString(objadd.Latitude);
txtLogitute.Text = Convert.ToString(objadd.Logitude);
txtPostalCode.Text = objadd.PostalCode;
txtSalutation.Text = objadd.Salutation;
}
}
}
}
}
foreach (Control c in AddressForm_LTools.Controls)
tinfo.LeftTools.Add(c);
foreach (Control c in AddressForm_CTools.Controls)
tinfo.CenterTools.Add(c);
foreach (Control c in AddressForm_RTools.Controls)
tinfo.RightTools.Add(c);
return tinfo;
}
public Opportunity(ILead lead) : base((IContact)lead)
{
}
public static void GetCfxNumCompletedCallsStep(ILead lead, out System.Int32 result)
{
// TODO: Complete business rule implementation
System.Collections.Generic.IList<Sage.Entity.Interfaces.IHistory> myresult;
IRepository<IHistory> repository = EntityFactory.GetRepository<IHistory>();
IQueryable qry = (IQueryable)repository;
IExpressionFactory ef = qry.GetExpressionFactory();
Sage.Platform.Repository.ICriteria criteria = qry.CreateCriteria();
criteria.Add(ef.Eq("LeadId", lead.Id));
myresult = criteria.List<IHistory>();
int iReturnVal = 0; //Intialize.
foreach (IHistory tmpHistory in myresult)
{
if (tmpHistory.Type == HistoryType.atPhoneCall)
{
iReturnVal += 1;
}
}
result = iReturnVal;
}
/// <summary>
/// Converts the lead to new account and contact.
/// </summary>
/// <param name="lead">The lead.</param>
/// <param name="createOpportunity">if set to <c>true</c> [create opportunity].</param>
/// <param name="options">The options.</param>
private void ConvertLeadToNewAccountAndContact(ILead lead, bool createOpportunity, string options)
{
IOpportunity opportunity = null;
IContact contact = EntityFactory.Create<IContact>();
IAccount account = EntityFactory.Create<IAccount>();
string leadHistoryId = string.Empty;
ILeadHistory leadHistory = null; EntityFactory.Create<ILeadHistory>();
leadHistoryId = lead.SaveLeadHistory();
lead.ConvertLeadToContact(contact, account, options);
lead.ConvertLeadToAccount(account);
lead.ConvertLeadAddressToAccountAddress(account);
lead.ConvertLeadAddressToContactAddress(contact);
account.Save();
//==================================================
// CFX Code here
//==================================================
foreach (ILeadWebsite tmpWebsite in lead.LeadWebsites)
{
// Create Account Additional Website Record
Sage.Entity.Interfaces.IAccountWebsite Acctwebsite = Sage.Platform.EntityFactory.Create<Sage.Entity.Interfaces.IAccountWebsite>();
Acctwebsite.Account = account;
Acctwebsite.Notes = tmpWebsite.Notes;
Acctwebsite.WebAddress = tmpWebsite.WebAddress;
try
{
Acctwebsite.Save();
}
catch (Exception)
{
//Exception But Continue
}
}
// ===========================================================
// End CFX Code
//================================================================
contact.SaveContactAccount(account);
if (createOpportunity)
{
opportunity = EntityFactory.Create<IOpportunity>();
opportunity.Account = contact.Account;
opportunity.Description = string.Format(GetLocalResourceObject("Opportunity_Description").ToString(), lead.LeadNameLastFirst);
opportunity.Owner = contact.Account.Owner;
opportunity.AccountManager = contact.Account.AccountManager;
opportunity.Save();
}
AddAttachmentsToLead(lead, account, contact, opportunity);
lead.AddHistoryAndQualificationRecords(contact, account, opportunity, false);
lead.AddActivities(contact, account, opportunity);
IList<ICampaignTarget> campaignTargets = EntityFactory.GetRepository<ICampaignTarget>().FindByProperty("EntityId", lead.Id.ToString());
foreach (ICampaignTarget campaignTarget in campaignTargets)
lead.ChangeCampaignTargetEntityID(contact, campaignTarget);
leadHistory = EntityFactory.GetById<ILeadHistory>(leadHistoryId);
if (leadHistory != null)
{
leadHistory.ContactId = contact.Id.ToString();
leadHistory.AccountId = account.Id.ToString();
leadHistory.Save();
}
lead.Delete();
EntityContext.RemoveEntityHistory(typeof(ILead), lead.Id);
if (opportunity != null)
{
Response.Redirect(string.Format("Opportunity.aspx?entityid={0}", opportunity.Id),false);
}
else
{
Response.Redirect(string.Format("Contact.aspx?entityId={0}", contact.Id), false);
}
}
/// <summary>
/// Gets the LeadQualification entity based on the parameters.
/// </summary>
/// <param name="lead">The Lead.</param>
/// <param name="qualification">The Qualification.</param>
/// <returns></returns>
protected static ILeadQualification GetLeadQualification(ILead lead, IQualification qualification)
{
using (new SessionScopeWrapper())
{
IRepository<ILeadQualification> rep = EntityFactory.GetRepository<ILeadQualification>();
IQueryable qry = (IQueryable)rep;
IExpressionFactory ep = qry.GetExpressionFactory();
ICriteria crt = qry.CreateCriteria();
IJunction all = ep.Conjunction();
all.Add(ep.Eq("Lead", lead));
all.Add(ep.Eq("Qualification", qualification));
crt.Add(all);
ILeadQualification result = crt.UniqueResult<ILeadQualification>();
return result;
}
}
private void ConvertLeadToNewAccountAndContact(ILead lead, bool createOpportunity, string options)
{
//======================================================================
// CFX ssommerfeldt Copied from LeadSearchAndConvert.ascx.cs
//======================================================================
IOpportunity opportunity = null;
IContact contact = EntityFactory.Create<IContact>();
IAccount account = EntityFactory.Create<IAccount>();
string leadHistoryId = string.Empty;
ILeadHistory leadHistory = null; EntityFactory.Create<ILeadHistory>();
leadHistoryId = lead.SaveLeadHistory();
lead.ConvertLeadToContact(contact, account, options);
lead.ConvertLeadToAccount(account);
lead.ConvertLeadAddressToAccountAddress(account);
lead.ConvertLeadAddressToContactAddress(contact);
account.Save();
//==============================================================
// CFX Customized Below this line ssommerfeldt July 28, 2011
//===============================================================
// CFX quite often has contacts with no Person Name
if (contact.FirstName == null && contact.LastName == null)
{
contact.FirstName = "No";
contact.LastName = "Name";
}
try
{
contact.SaveContactAccount(account);
}
catch (Exception)
{
// throw;
}
//==============================================================
// CFX Customized Below this line ssommerfeldt July 28, 2011
//===============================================================
if (createOpportunity)
{
opportunity = EntityFactory.Create<IOpportunity>();
opportunity.Account = contact.Account;
opportunity.Description = string.Format(GetLocalResourceObject("Opportunity_Description").ToString(), lead.LeadNameLastFirst);
opportunity.Owner = contact.Account.Owner;
opportunity.AccountManager = contact.Account.AccountManager;
opportunity.Save();
}
AddAttachmentsToLead(lead, account, contact, opportunity);
lead.AddHistoryAndQualificationRecords(contact, account, opportunity, false);
lead.AddActivities(contact, account, opportunity);
IList<ICampaignTarget> campaignTargets = EntityFactory.GetRepository<ICampaignTarget>().FindByProperty("EntityId", lead.Id.ToString());
foreach (ICampaignTarget campaignTarget in campaignTargets)
lead.ChangeCampaignTargetEntityID(contact, campaignTarget);
leadHistory = EntityFactory.GetById<ILeadHistory>(leadHistoryId);
if (leadHistory != null)
{
leadHistory.ContactId = contact.Id.ToString();
leadHistory.AccountId = account.Id.ToString();
leadHistory.Save();
}
lead.Delete();
//EntityContext.RemoveEntityHistory(typeof(ILead), lead.Id);
//if (opportunity != null)
//{
// Response.Redirect(string.Format("Opportunity.aspx?entityid={0}", opportunity.Id), false);
//}
//else
//{
// //Response.Redirect(string.Format("Contact.aspx?entityId={0}", contact.Id), false); //CFX
// Response.Redirect(string.Format("Account.aspx?entityId={0}", account.Id), false);
//}
}
/// <summary>
/// Gets a collection of LeadQualfication entities based on the parameters.
/// </summary>
/// <param name="qualificationCategory">The QualificationCategory.</param>
/// <param name="qualifications">The Qualifications.</param>
/// <param name="lead">The Lead.</param>
/// <returns></returns>
protected static IList<ILeadQualification> GetLeadQualifications(IQualificationCategory qualificationCategory, IList<IQualification> qualifications, ILead lead)
{
using (new SessionScopeWrapper())
{
IRepository<ILeadQualification> rep = EntityFactory.GetRepository<ILeadQualification>();
IQueryable qry = (IQueryable)rep;
IExpressionFactory ep = qry.GetExpressionFactory();
ICriteria crt = qry.CreateCriteria();
IJunction all = ep.Conjunction();
all.Add(ep.Eq("Lead", lead));
all.Add(ep.In("Qualification", (System.Collections.ICollection)qualifications));
crt.Add(all);
IList<ILeadQualification> list = crt.List<ILeadQualification>();
return list;
}
}
/// <summary>
/// Loads the source snapshot.
/// </summary>
/// <param name="lead">The lead.</param>
private void LoadSourceSnapshot(ILead lead)
{
if (lead != null)
{
lblLead.Text = !String.IsNullOrEmpty(lead.LastName)
? String.Format("{0}, {1}", lead.LastName, lead.FirstName)
: lead.FirstName;
lblValueCompany.Text = lead.Company;
if (lead.Address != null)
lblAddress.Text = lead.Address.FormatFullLeadAddress();
lblValueEmail.Text = lead.Email;
lblValueTitle.Text = lead.Title;
phnWorkPhone.Text = lead.WorkPhone;
lblValueWeb.Text = lead.WebAddress;
}
}
/// <summary>
/// Converts the lead to new account and contact.
/// </summary>
/// <param name="lead">The lead.</param>
/// <param name="createOpportunity">if set to <c>true</c> [create opportunity].</param>
/// <param name="options">The options.</param>
private void ConvertLeadToNewAccountAndContact(ILead lead, bool createOpportunity, string options)
{
var keyGen = new SalesLogixEntityKeyGenerator();
string key = keyGen.GenerateIds(typeof(IContact), 1).FirstOrDefault();
IContact contact = EntityFactory.Create<IContact>();
((IAssignableId)contact).Id = key;
IAccount account = EntityFactory.Create<IAccount>();
lead.ConvertLeadToContact(contact, account, options);
lead.ConvertLeadToAccount(account);
lead.ConvertLeadAddressToAccountAddress(account);
lead.ConvertLeadAddressToContactAddress(contact);
contact.SaveContactAccount(account);
IOpportunity opportunity = CreateOpportunity(createOpportunity, contact, lead);
AddAttachmentsToLead(lead, account, contact, opportunity);
lead.AddHistoryAndQualificationRecords(contact, account, opportunity, false);
lead.AddActivities(contact, account, opportunity);
IList<ICampaignTarget> campaignTargets = EntityFactory.GetRepository<ICampaignTarget>().FindByProperty("EntityId", lead.Id.ToString());
foreach (ICampaignTarget campaignTarget in campaignTargets)
lead.ChangeCampaignTargetEntityID(contact, campaignTarget);
ILeadHistory leadHistory = EntityFactory.GetById<ILeadHistory>(lead.SaveLeadHistory());
if (leadHistory != null)
{
leadHistory.ContactId = contact.Id.ToString();
leadHistory.AccountId = account.Id.ToString();
leadHistory.Save();
}
lead.Delete();
EntityContext.RemoveEntityHistory(typeof(ILead), lead.Id);
Response.Redirect(
opportunity != null
? string.Format("Opportunity.aspx?entityid={0}", opportunity.Id)
: string.Format("Contact.aspx?entityId={0}", contact.Id), false);
}
/// <summary>
/// Converts the lead to contact.
/// </summary>
/// <param name="sourceLead">The source lead.</param>
/// <param name="accountId">The account ID.</param>
/// <param name="createOpportunity">if set to <c>true</c> [create opportunity].</param>
/// <param name="mergeRule">The merge rule.</param>
private void ConvertLeadToContact(ILead sourceLead, string accountId, bool createOpportunity, string mergeRule)
{
if (accountId != null)
{
IAccount account = EntityFactory.GetById<IAccount>(accountId);
if (account != null)
{
var keyGen = new SalesLogixEntityKeyGenerator();
string key = keyGen.GenerateIds(typeof(IContact), 1).FirstOrDefault();
IContact contact = EntityFactory.Create<IContact>();
((IAssignableId)contact).Id = key;
string leadHistoryId = sourceLead.SaveLeadHistory();
sourceLead.ConvertLeadToContact(contact, account, "Add Contact to this Account");
if (mergeRule.ToUpper().Equals("LEADWINS"))
{
sourceLead.ConvertLeadAddressToContactAddress(contact);
}
else
{
contact.Address.Address1 = account.Address.Address1;
contact.Address.Address2 = account.Address.Address2;
contact.Address.Address3 = account.Address.Address3;
contact.Address.Address4 = account.Address.Address4;
contact.Address.City = account.Address.City;
contact.Address.Country = account.Address.Country;
contact.Address.County = account.Address.County;
contact.Address.Description = account.Address.Description;
contact.Address.PostalCode = account.Address.PostalCode;
contact.Address.Salutation = account.Address.Salutation;
contact.Address.State = account.Address.State;
contact.Address.TimeZone = account.Address.TimeZone;
contact.Address.Type = account.Address.Type;
contact.Address.GlobalSyncId = account.Address.GlobalSyncId;
contact.Address.AppId = account.Address.AppId;
contact.Address.Tick = account.Address.Tick;
}
sourceLead.MergeLeadWithAccount(account, mergeRule, contact);
CreateContactLeadSource(sourceLead, contact);
account.Save();
contact.Save();
IOpportunity opportunity = CreateOpportunity(createOpportunity, contact, sourceLead);
IList<IAttachment> attachment = EntityFactory.GetRepository<IAttachment>().FindByProperty("LeadId",
sourceLead.Id.
ToString());
foreach (IAttachment attach in attachment)
sourceLead.AddAttachmentsContactID(contact, account, null, attach);
sourceLead.AddHistoryAndQualificationRecords(contact, account, opportunity, false);
sourceLead.AddActivities(contact, account, opportunity);
IList<ICampaignTarget> campaignTarget =
EntityFactory.GetRepository<ICampaignTarget>().FindByProperty("EntityId", sourceLead.Id.ToString());
foreach (ICampaignTarget ct in campaignTarget)
sourceLead.ChangeCampaignTargetEntityID(contact, ct);
ILeadHistory leadHistory = EntityFactory.GetById<ILeadHistory>(leadHistoryId);
if (leadHistory != null)
{
leadHistory.ContactId = contact.Id.ToString();
leadHistory.AccountId = account.Id.ToString();
leadHistory.Save();
}
sourceLead.Delete();
EntityContext.RemoveEntityHistory(typeof (ILead), sourceLead.Id);
Response.Redirect(
opportunity != null
? string.Format("Opportunity.aspx?entityid={0}", opportunity.Id)
: string.Format("Contact.aspx?entityId={0}", contact.Id), false);
}
}
}
private IOpportunity CreateOpportunity(bool createOpportunity, IContact contact, ILead lead)
{
IOpportunity opportunity = null;
if (createOpportunity)
{
opportunity = EntityFactory.Create<IOpportunity>();
opportunity.Account = contact.Account;
opportunity.Description = String.Format(GetLocalResourceObject("Opportunity_Description").ToString(), lead.LeadNameLastFirst);
opportunity.Owner = contact.Account.Owner;
opportunity.AccountManager = contact.Account.AccountManager;
//assign opp contact based on opportunity default options
string oppContactOption =
BusinessRuleHelper.GetUserOption(BusinessRuleEnums.UserOptionType.String, "grpContact",
"OpportunityDefaults").ToString();
if (oppContactOption == "0" || oppContactOption == "1")
{
IOpportunityContact opportunityContact = EntityFactory.Create<IOpportunityContact>();
opportunityContact.Contact = contact;
opportunityContact.Opportunity = opportunity;
opportunityContact.IsPrimary = contact.IsPrimary;
opportunity.Contacts.Add(opportunityContact);
}
opportunity.Save();
}
return opportunity;
}
private IOpportunity CreateOpportunity(bool createOpportunity, IContact contact, ILead lead)
{
IOpportunity opportunity = null;
if (createOpportunity)
{
opportunity = EntityFactory.Create<IOpportunity>();
opportunity.Account = contact.Account;
opportunity.Description = String.Format(GetLocalResourceObject("Opportunity_Description").ToString(), lead.LeadNameLastFirst);
opportunity.Owner = contact.Account.Owner;
opportunity.AccountManager = contact.Account.AccountManager;
/*string pluginID = "";
pluginID = ddLSalesProcess.SelectedValue.ToString();*/
//assign opp contact based on opportunity default options
string oppContactOption =
BusinessRuleHelper.GetUserOption(BusinessRuleEnums.UserOptionType.String, "grpContact",
"OpportunityDefaults").ToString();
if (oppContactOption == "0" || oppContactOption == "1")
{
IOpportunityContact opportunityContact = EntityFactory.Create<IOpportunityContact>();
opportunityContact.Contact = contact;
opportunityContact.Opportunity = opportunity;
opportunityContact.IsPrimary = contact.IsPrimary;
opportunity.Contacts.Add(opportunityContact);
foreach (ILeadProduct prd in lead.Products)
{
IOpportunityProduct oppr = Sage.Platform.EntityFactory.Create<IOpportunityProduct>();
oppr.Product = prd.Product;
oppr.Opportunity = opportunity;
//oppr.Save();
opportunity.Products.Add(oppr);
}
foreach (ILeadCompetitor prd in lead.Competitors)
{
IOpportunityCompetitor oppr = Sage.Platform.EntityFactory.Create<IOpportunityCompetitor>();
oppr.Competitor = prd.Competitor;
oppr.Opportunity = opportunity;
//oppr.Save();
opportunity.Competitors.Add(oppr);
}
}
opportunity.Save();
/*Sage.Entity.Interfaces.ISalesProcesses salesProcess = Sage.Platform.EntityFactory.Create<Sage.Entity.Interfaces.ISalesProcesses>();
salesProcess.InitSalesProcess(pluginID, opportunity.Id.ToString());*/
}
return opportunity;
}
public static void cfxSendLeadToBD(ILead lead)
{
//Get Current user
Sage.SalesLogix.Security.SLXUserService usersvc = (Sage.SalesLogix.Security.SLXUserService)Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Security.IUserService>();
Sage.Entity.Interfaces.IUser currentuser = usersvc.GetUser();
String Distributionlist = "SendLeadToBD";
String Subject = "*** New Trader Lead*** " + lead.Company;
string Body = "User: "******" " + currentuser.UserInfo.LastName + " is ready to send over this Lead to you. <br/>";
Body += "http://10.10.0.25:3333/slxclient/Lead.aspx?entityid=" + lead.Id.ToString() + "<br/>";
Body += @"<br />
<br />
Please process at your earliest convenience.<br />
<br />
Best Regards,<br />
<br />
-----------------------<br />
<span style=""font-weight: bold; color: rgb(255, 165, 0);"">Calforex Notifications</span><br />
<br />";
//Send Lead Emails to BD and DistributionList
if (lead.BDAccountManager != null)
{
SendSimpleEmail(lead.BDAccountManager.UserInfo.Email, Body, Subject);
}
// Send an Email to All Recipients of the Dupe Check List.
string Listid = GetField<string>("CFXDISTRIBUTIONLISTID", "CFXDISTRIBUTIONLIST", "DESCRIPTION = '" + Distributionlist + "'");
if (Listid != null || Listid != String.Empty)
{
ICFXDistributionList cfxList = Sage.Platform.EntityFactory.GetById<ICFXDistributionList>(Listid) as ICFXDistributionList;
foreach (ICFXDistributionItems tmpRecpient in cfxList.CFXDistributionItems)
{
SendSimpleEmail(tmpRecpient.Email, Body, Subject);
// Redirect to Ticket Page
}
}
}
public Opportunity(ILead lead)
: base((IContact)lead)
{
}
public static void cfxNeedDupeCheck(ILead lead)
{
//Get Current user
Sage.SalesLogix.Security.SLXUserService usersvc = (Sage.SalesLogix.Security.SLXUserService)Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Security.IUserService>();
Sage.Entity.Interfaces.IUser currentuser = usersvc.GetUser();
// Create Audit Record
Sage.Entity.Interfaces.ICFXDupeCheckAudit AuditRecord = Sage.Platform.EntityFactory.Create<Sage.Entity.Interfaces.ICFXDupeCheckAudit>();
AuditRecord.Status = "Dupe Check Needed";
AuditRecord.Lead = lead;
try
{
AuditRecord.Save();
}
catch (Exception)
{
//Exception But Continue
}
// Create History Record
Sage.Entity.Interfaces.IHistory history = Sage.Platform.EntityFactory.Create<Sage.Entity.Interfaces.IHistory>();
history.AccountName = lead.Company;
history.ContactName = lead.LastName + ", " + lead.FirstName;
history.Type = HistoryType.atNote;
history.Category = "DupeCheck";
history.UserId = currentuser.Id.ToString();
history.UserName = currentuser.UserName;
history.Duration = 1;
history.StartDate = DateTime.UtcNow;
history.OriginalDate = DateTime.UtcNow;
history.CompletedDate = DateTime.UtcNow;
history.CompletedUser = currentuser.Id.ToString();
history.Timeless = false;
history.Result = "Complete";
history.Description = "Dupe Check Needed";
history.LongNotes = "Dupe Check Needed";
history.Notes = "Dupe Check Needed";
history.LeadId = lead.Id.ToString();
history.LeadName = lead.LastName + ", " + lead.FirstName;
try
{
history.Save();
}
catch (Exception)
{
//Exception But Continue
}
//=====================================
// Send The Email Notification
//=====================================
//=====================================
// Send The Email Notification
//=====================================
string Subject = "Dupe Check Needed for " + lead.Company;
string Body = "User: "******" Has Requested a Dupe check <br/>";
Body += "http://10.10.0.25:3333/slxclient/Lead.aspx?entityid=" + lead.Id.ToString() + "<br/>";
Body += @"<br />
<br />
Please process at your earliest convenience.<br />
<br />
Best Regards,<br />
<br />
-----------------------<br />
<span style=""font-weight: bold; color: rgb(255, 165, 0);"">Calforex Notifications</span><br />
<br />";
SendEmail("Dupe Check", Body, Subject);
}
public static void cfxDupeCheckComplete(ILead lead)
{
//Get Current user
Sage.SalesLogix.Security.SLXUserService usersvc = (Sage.SalesLogix.Security.SLXUserService)Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Security.IUserService>();
Sage.Entity.Interfaces.IUser currentuser = usersvc.GetUser();
// Create Audit Record
Sage.Entity.Interfaces.ICFXDupeCheckAudit AuditRecord = Sage.Platform.EntityFactory.Create<Sage.Entity.Interfaces.ICFXDupeCheckAudit>();
AuditRecord.Status = "Dupe Check Completed";
AuditRecord.Lead = lead;
try
{
AuditRecord.Save();
}
catch (Exception)
{
//Exception But Continue
}
// Create History Record
Sage.Entity.Interfaces.IHistory history = Sage.Platform.EntityFactory.Create<Sage.Entity.Interfaces.IHistory>();
history.AccountName = lead.Company;
history.ContactName = lead.LastName + ", " + lead.FirstName;
history.Type = HistoryType.atNote;
history.Category = "DupeCheck";
history.UserId = currentuser.Id.ToString();
history.UserName = currentuser.UserName;
history.Duration = 1;
history.StartDate = DateTime.UtcNow;
history.OriginalDate = DateTime.UtcNow;
history.CompletedDate = DateTime.UtcNow;
history.CompletedUser = currentuser.Id.ToString();
history.Timeless = false;
history.Result = "Complete";
history.Description = "Dupe Check Completed";
history.LongNotes = "Dupe Check Completed";
history.Notes = "Dupe Check Completed";
history.LeadId = lead.Id.ToString();
history.LeadName = lead.LastName + ", " + lead.FirstName;
try
{
history.Save();
}
catch (Exception)
{
//Exception But Continue
}
string Subject = "**DUPE CHECK COMPLETED** for " + lead.Company;
string Body = "User: "******" Has Completed the Dupe Check<br/>";
Body += "http://10.10.0.25:3333/slxclient/Lead.aspx?entityid=" + lead.Id.ToString() + "<br/>";
Body += @"<br />
<br />
<br />
Best Regards,<br />
<br />
-----------------------<br />
<span style=""font-weight: bold; color: rgb(255, 165, 0);"">Calforex Notifications</span><br />
<br />";
string userid = GetField<string>("CREATEUSER", "CFXDUPECHECKAUDIT", "status = 'Dupe Check Needed' and Leadid = '" + lead.Id.ToString() + "'");
SendUserEmail(userid, Body, Subject);
}
/// <summary>
/// Converts the lead to contact.
/// </summary>
/// <param name="sourceLead">The source lead.</param>
/// <param name="accountID">The account ID.</param>
private void ConvertLeadToContact(ILead sourceLead, string accountID, bool createOpportinity, string mergeRule)
{
if (accountID != null)
{
IAccount account = EntityFactory.GetById<IAccount>(accountID);
if (account != null)
{
IContact contact = EntityFactory.Create<IContact>();
IOpportunity opportunity = null;
ILeadHistory leadHistory = null;
string leadHistoryId = string.Empty;
leadHistoryId = sourceLead.SaveLeadHistory();
sourceLead.ConvertLeadToContact(contact, account, "Add Contact to this Account");
if (mergeRule.ToUpper().Equals("LEADWINS"))
{
sourceLead.ConvertLeadAddressToContactAddress(contact);
//sourceLead.ConvertLeadAddressToAccountAddress(account);
}
else
{
contact.Address.Address1 = account.Address.Address1;
contact.Address.Address2 = account.Address.Address2;
contact.Address.Address3 = account.Address.Address3;
contact.Address.Address4 = account.Address.Address4;
contact.Address.City = account.Address.City;
contact.Address.Country = account.Address.Country;
contact.Address.County = account.Address.County;
contact.Address.Description = account.Address.Description;
contact.Address.PostalCode = account.Address.PostalCode;
contact.Address.Salutation = account.Address.Salutation;
contact.Address.State = account.Address.State;
contact.Address.TimeZone = account.Address.TimeZone;
contact.Address.Type = account.Address.Type;
}
sourceLead.MergeLeadWithAccount(account, mergeRule, contact);
account.Save();
contact.Save();
if (createOpportinity)
{
opportunity = EntityFactory.Create<IOpportunity>();
opportunity.Account = contact.Account;
opportunity.Description = string.Format("Opportunity for {0}", sourceLead.LeadNameLastFirst);
opportunity.Owner = contact.Account.Owner;
opportunity.AccountManager = contact.Account.AccountManager;
opportunity.Save();
}
IList<IAttachment> attachment = EntityFactory.GetRepository<IAttachment>().FindByProperty("LeadId", sourceLead.Id.ToString());
foreach (IAttachment attach in attachment)
sourceLead.AddAttachmentsContactID(contact, account, null, attach);
sourceLead.AddHistoryAndQualificationRecords(contact, account, opportunity, false);
sourceLead.AddActivities(contact, account, opportunity);
IList<ICampaignTarget> campaignTarget = EntityFactory.GetRepository<ICampaignTarget>().FindByProperty("EntityId", sourceLead.Id.ToString());
foreach (ICampaignTarget ct in campaignTarget)
sourceLead.ChangeCampaignTargetEntityID(contact, ct);
leadHistory = EntityFactory.GetById<ILeadHistory>(leadHistoryId);
if (leadHistory != null)
{
leadHistory.ContactId = contact.Id.ToString();
leadHistory.AccountId = account.Id.ToString();
leadHistory.Save();
}
sourceLead.Delete();
EntityContext.RemoveEntityHistory(typeof(ILead), sourceLead.Id);
if (opportunity != null)
{
Response.Redirect(string.Format("Opportunity.aspx?entityid={0}", opportunity.Id), false);
}
else
{
Response.Redirect(string.Format("Contact.aspx?entityId={0}", contact.Id),false);
}
}
}
}
private void LoadAccountGrid()
{
bool conditionMet = false;
string company = String.Empty;
string cityStatePostal = String.Empty;
string workPhone = String.Empty;
string tollFree = String.Empty;
string webAddress = String.Empty;
string industry = String.Empty;
ILead lead = BindingSource.Current as ILead;
if (lead != null)
{
company = lead.Company;
cityStatePostal = lead.Address.LeadCtyStZip;
workPhone = lead.WorkPhone;
tollFree = lead.TollFree;
webAddress = lead.WebAddress;
industry = lead.Industry;
}
IRepository <IAccount> accountList = EntityFactory.GetRepository <IAccount>();
IQueryable qryAccount = (IQueryable)accountList;
IExpressionFactory exp = qryAccount.GetExpressionFactory();
ICriteria criteria = qryAccount.CreateCriteria();
criteria.CreateAlias("Address", "ad");
IList <IExpression> expression = new List <IExpression>();
if (chkCompany.Checked && company != null)
{
expression.Add(GetExpression(exp, "AccountName", company));
conditionMet = true;
}
if (chkIndustry.Checked && industry != null)
{
expression.Add(GetExpression(exp, "Industry", industry));
conditionMet = true;
}
if (chkWebAddress.Checked && webAddress != null)
{
expression.Add(GetExpression(exp, "WebAddress", webAddress));
conditionMet = true;
}
if (chkCityStatePostal.Checked && cityStatePostal != null)
{
expression.Add(GetExpression(exp, "ad.CityStateZip", cityStatePostal));
conditionMet = true;
}
if (chkWorkPhone.Checked && workPhone != null)
{
expression.Add(GetExpression(exp, "MainPhone", workPhone));
conditionMet = true;
}
if (chkTollFreePhone.Checked && tollFree != null)
{
expression.Add(GetExpression(exp, "TollFree", tollFree));
conditionMet = true;
}
IJunction junction = rdbMatchAll.Checked ? exp.Conjunction() : exp.Disjunction();
foreach (IExpression e in expression)
{
junction.Add(e);
}
criteria.Add(junction);
if (conditionMet.Equals(true))
{
IList list = criteria.List();
dtsAccounts.setCustomData(list);
lblAccountMatches.Text = String.Format(GetLocalResourceObject("PotentialAccountMatches_rsc").ToString(), list.Count);
}
}
public void CreateContactLeadSource(ILead lead, IContact contact)
{
IContactLeadSource contactLeadSource = EntityFactory.GetRepository<IContactLeadSource>().Create();
contactLeadSource.Contact = contact;
contactLeadSource.LeadSource = lead.LeadSource;
contactLeadSource.LeadDate = DateTime.UtcNow;
contact.LeadSources.Add(contactLeadSource);
}
/// <summary>
/// Loads the marketing.
/// </summary>
private void LoadMarketing()
{
try
{
ISession session = SessionFactoryHolder.HolderInstance.CreateSession();
try
{
if (EntityContext != null && EntityContext.EntityType == typeof(ILead))
{
ILead lead = BindingSource.Current as ILead;
StringBuilder qry = new StringBuilder();
qry.Append("Select campaign.CampaignName, campaign.CampaignCode, target.Status, target.Stage, ");
qry.Append("campaign.StartDate, campaign.EndDate, response.ResponseDate, response.ResponseMethod, ");
qry.Append("target.Id, response.Id ");
qry.Append("From CampaignTarget as target ");
qry.Append("Join target.Campaign as campaign ");
qry.Append("Left Join target.TargetResponses as response ");
qry.Append("Where target.EntityId = :leadId");
if (grdLeadMarketing.AllowSorting)
{
qry.Append(GetOrderByClause());
}
IQuery q = session.CreateQuery(qry.ToString());
q.SetAnsiString("leadId", lead.Id.ToString());
IList result;
using (new SparseQueryScope())
result = q.List();
System.Data.DataTable dt = new System.Data.DataTable();
dt.Columns.Add("CampaignName");
dt.Columns.Add("CampaignCode");
dt.Columns.Add("Status");
dt.Columns.Add("Stage");
System.Data.DataColumn col = new System.Data.DataColumn("StartDate", typeof(DateTime));
dt.Columns.Add(col);
col = new System.Data.DataColumn("EndDate", typeof(DateTime));
dt.Columns.Add(col);
col = new System.Data.DataColumn("ResponseDate", typeof(DateTime));
dt.Columns.Add(col);
dt.Columns.Add("ResponseMethod");
dt.Columns.Add("TargetId");
dt.Columns.Add("ResponseId");
if (result != null)
{
foreach (object[] data in result)
{
dt.Rows.Add(data[0], data[1], data[2], data[3], ConvertData(data[4]), ConvertData(data[5]), ConvertData(data[6]), data[7], data[8], data[9]);
}
}
grdLeadMarketing.DataSource = dt;
grdLeadMarketing.DataBind();
}
}
finally
{
SessionFactoryHolder.HolderInstance.ReleaseSession(session);
}
}
catch (Exception ex)
{
log.Error(ex.Message);
throw;
}
}
/// <summary>
/// Converts the lead to new account and contact.
/// </summary>
/// <param name="lead">The lead.</param>
/// <param name="createOpportunity">if set to <c>true</c> [create opportunity].</param>
/// <param name="options">The options.</param>
private void ConvertLeadToNewAccountAndContact(ILead lead, bool createOpportunity, string options)
{
IOpportunity opportunity = null;
IContact contact = EntityFactory.Create<IContact>();
IAccount account = EntityFactory.Create<IAccount>();
string leadHistoryId = string.Empty;
ILeadHistory leadHistory = null; EntityFactory.Create<ILeadHistory>();
leadHistoryId = lead.SaveLeadHistory();
lead.ConvertLeadToContact(contact, account, options);
lead.ConvertLeadToAccount(account);
lead.ConvertLeadAddressToAccountAddress(account);
lead.ConvertLeadAddressToContactAddress(contact);
account.Save();
contact.SaveContactAccount(account);
if (createOpportunity)
{
opportunity = EntityFactory.Create<IOpportunity>();
opportunity.Account = contact.Account;
opportunity.Description = string.Format(GetLocalResourceObject("Opportunity_Description").ToString(), lead.LeadNameLastFirst);
opportunity.Owner = contact.Account.Owner;
opportunity.AccountManager = contact.Account.AccountManager;
opportunity.Save();
}
AddAttachmentsToLead(lead, account, contact, opportunity);
lead.AddHistoryAndQualificationRecords(contact, account, opportunity, false);
lead.AddActivities(contact, account, opportunity);
IList<ICampaignTarget> campaignTargets = EntityFactory.GetRepository<ICampaignTarget>().FindByProperty("EntityId", lead.Id.ToString());
foreach (ICampaignTarget campaignTarget in campaignTargets)
lead.ChangeCampaignTargetEntityID(contact, campaignTarget);
leadHistory = EntityFactory.GetById<ILeadHistory>(leadHistoryId);
if (leadHistory != null)
{
leadHistory.ContactId = contact.Id.ToString();
leadHistory.AccountId = account.Id.ToString();
leadHistory.Save();
}
lead.Delete();
EntityContext.RemoveEntityHistory(typeof(ILead), lead.Id);
if (opportunity != null)
{
Response.Redirect(string.Format("Opportunity.aspx?entityid={0}", opportunity.Id),false);
}
else
{
Response.Redirect(string.Format("Contact.aspx?entityId={0}", contact.Id), false);
}
}
