protected List <crm_quote_item> degressionItem = null; // 成本的配置项
protected void Page_Load(object sender, EventArgs e)
{
try
{
#region 拉框赋值
stage_id.DataTextField = "show";
stage_id.DataValueField = "val";
stage_id.DataSource = dic.FirstOrDefault(_ => _.Key == "opportunity_stage").Value;
stage_id.DataBind();
win_reason_type_id.DataTextField = "show";
win_reason_type_id.DataValueField = "val";
win_reason_type_id.DataSource = dic.FirstOrDefault(_ => _.Key == "oppportunity_win_reason_type").Value;
win_reason_type_id.DataBind();
win_reason_type_id.Items.Insert(0, new ListItem()
{
Value = "0", Text = " ", Selected = true
});
resource_id.DataTextField = "show";
resource_id.DataValueField = "val";
resource_id.DataSource = dic.FirstOrDefault(_ => _.Key == "sys_resource").Value;
resource_id.DataBind();
competitor_id.DataTextField = "show";
competitor_id.DataValueField = "val";
competitor_id.DataSource = dic.FirstOrDefault(_ => _.Key == "competition").Value;
competitor_id.DataBind();
competitor_id.Items.Insert(0, new ListItem()
{
Value = "0", Text = " ", Selected = true
});
// period_type
period_type.DataTextField = "show";
period_type.DataValueField = "val";
period_type.DataSource = dic.FirstOrDefault(_ => _.Key == "period_type").Value;
period_type.DataBind();
period_type.Items.Insert(0, new ListItem()
{
Value = "0", Text = " ", Selected = true
});
// notifi_temp 通知模板
var tempList = new sys_notify_tmpl_dal().GetTempByEvent(DicEnum.NOTIFY_EVENT.OPPORTUNITY_CLOSED);
notifi_temp.DataTextField = "name";
notifi_temp.DataValueField = "id";
notifi_temp.DataSource = tempList;
notifi_temp.DataBind();
#endregion
var id = Request.QueryString["id"];
var account_id = Request.QueryString["account_id"];
if (!string.IsNullOrEmpty(id))
{
if (string.IsNullOrEmpty(account_id))
{
if (!IsPostBack)
{
opportunity_id.Enabled = false;
}
}
opportunity = new crm_opportunity_dal().GetOpportunityById(long.Parse(id));
if (opportunity != null)
{
account = new CompanyBLL().GetCompany(opportunity.account_id);
account_id = account.id.ToString();
}
}
if (!string.IsNullOrEmpty(account_id))
{
account = new CompanyBLL().GetCompany(long.Parse(account_id));
var oppoList = new crm_opportunity_dal().FindOpHistoryByAccountId(long.Parse(account_id));
if (oppoList != null && oppoList.Count > 0)
{
opportunity_id.DataTextField = "name";
opportunity_id.DataValueField = "id";
opportunity_id.DataSource = oppoList;
opportunity_id.DataBind();
}
else
{
Response.Write("<script>alert('该客户还没有商机！');window.close();</script>");
}
//opportunity_id.Items.Insert(0, new ListItem() { Value = "0", Text = " ", Selected = true });
if (string.IsNullOrEmpty(id))
{
opportunity = oppoList[0];
}
opportunity_id.SelectedValue = opportunity.id.ToString();
}
if (!IsPostBack)
{
if (opportunity != null)
{
if (opportunity.status_id == (int)OPPORTUNITY_STATUS.CLOSED)
{
Response.Write("<script>if(!confirm('商机已被关闭，如果继续，系统会重复创建计费项和合同？')){window.close();}</script>");
}
}
if (opportunity.stage_id != null)
{
stage_id.SelectedValue = opportunity.stage_id.ToString();
}
else
{
var stageList = new d_general_dal().GetGeneralByTableId((int)GeneralTableEnum.OPPORTUNITY_STATUS);
var defaultStage = stageList.FirstOrDefault(_ => _.ext1 == "1");
if (defaultStage != null)
{
stage_id.SelectedValue = defaultStage.id.ToString();
}
}
// stage_id.SelectedValue = opportunity.stage_id == null ? "0" : opportunity.stage_id.ToString();
resource_id.SelectedValue = opportunity.resource_id.ToString();
competitor_id.SelectedValue = opportunity.competitor_id == null ? "0" : opportunity.competitor_id.ToString();
win_reason_type_id.SelectedValue = opportunity.win_reason_type_id == null ? "0" : opportunity.win_reason_type_id.ToString();
}
// 折扣的下拉框不同于别的下拉框-- 需要去两个数据源去赋值
StringBuilder text = new StringBuilder();
var costCode = new d_cost_code_dal().GetListCostCode((int)COST_CODE_CATE.MATERIAL_COST_CODE);
text.Append($"<option value='0'> </option>");
if (costCode != null && costCode.Count > 0)
{
foreach (var item in costCode)
{
text.Append($"<option value='{item.id}'>{item.name}</option>");
}
}
codeSelect.Value = text.ToString();
var disSource = "";
var disCostCode = costCode.Where(_ => _.id == (int)CostCode.NOTAXDISCOUNT || _.id == (int)CostCode.DISCOUNT).ToList();
if (disCostCode != null && disCostCode.Count > 0)
{
foreach (var item in disCostCode)
{
disSource += $"<option value='{item.id}'>{item.name}</option>";
}
}
disCodeSelct.Value = disSource;
period_type.SelectedValue = ((int)QUOTE_ITEM_PERIOD_TYPE.MONTH).ToString();
primaryQuote = new QuoteBLL().GetPrimaryQuote(opportunity.id);
if (primaryQuote != null)
{
if (!IsPostBack)
{
if (primaryQuote.project_id != null) // 判断该报价是否关联项目提案，如果关联，默认选中，不关联，灰掉，不可选
{
activeproject.Checked = true;
activeproject.Enabled = true;
addRequest.Enabled = false;
isaddRequest.Value = "1";
}
else
{
activeproject.Checked = false;
addRequest.Enabled = true;
activeproject.Enabled = false;
isactiveproject.Value = "1";
}
}
quoteItemList = new crm_quote_item_dal().GetQuoteItems($" and quote_id = {primaryQuote.id}");
if (quoteItemList != null && quoteItemList.Count > 0)
{
// 如果报价项中包含了服务 / 服务包、初始费用，则可以选中（默认不选）
// 此功能需要具有合同模块权限以及修改合同服务/包权限
var isServiceChargeItem = quoteItemList.Where(_ => _.type_id == (int)QUOTE_ITEM_TYPE.SERVICE || _.type_id == (int)QUOTE_ITEM_TYPE.SERVICE_PACK || _.type_id == (int)QUOTE_ITEM_TYPE.START_COST).ToList();
if (!IsPostBack)
{
if (isServiceChargeItem != null && isServiceChargeItem.Count > 0)
{
// todo--需要判断用户权限
}
else
{
addContractRequest.Enabled = false;
isAddContractRequest.Value = "1";
addContractServices.Enabled = false;
isaddContractServices.Value = "1";
}
}
proAndOneTimeItem = quoteItemList.Where(_ => _.optional != 1).Where(_ => _.type_id == (int)QUOTE_ITEM_TYPE.PRODUCT || _.type_id == (int)QUOTE_ITEM_TYPE.DISCOUNT).ToList();
if (!IsPostBack)
{
if (proAndOneTimeItem != null && proAndOneTimeItem.Count > 0)
{
isIncludePO.Checked = true;
}
else
{
IncludePO.Value = "1";
isIncludePO.Enabled = false;
}
}
shipItem = quoteItemList.Where(_ => _.type_id == (int)QUOTE_ITEM_TYPE.DISTRIBUTION_EXPENSES && _.optional != 1).ToList();
if (!IsPostBack)
{
if (shipItem != null && shipItem.Count > 0)
{
isIncludeShip.Checked = true;
}
else
{
IncludeShip.Value = "1";
isIncludeShip.Enabled = false;
}
}
degressionItem = quoteItemList.Where(_ => _.type_id == (int)QUOTE_ITEM_TYPE.DEGRESSION & _.optional != 1).ToList();
if (!IsPostBack)
{
if (degressionItem != null && degressionItem.Count > 0)
{
isIncludeCharges.Checked = true;
}
else
{
IncludeCharges.Value = "1";
isIncludeCharges.Enabled = false;
}
}
jqueryCode.Value = ReturnJquery();
}
else
{
// activeproject.Enabled = false;
//isactiveproject.Value = "1";
addContractRequest.Enabled = false;
isAddContractRequest.Value = "1";
addContractServices.Enabled = false;
isaddContractServices.Value = "1";
IncludePO.Value = "1";
isIncludePO.Enabled = false;
IncludeShip.Value = "1";
isIncludeShip.Enabled = false;
IncludeCharges.Value = "1";
isIncludeCharges.Enabled = false;
}
}
else
{
activeproject.Enabled = false;
isactiveproject.Value = "1";
addContractRequest.Enabled = false;
isAddContractRequest.Value = "1";
addContractServices.Enabled = false;
isaddContractServices.Value = "1";
IncludePO.Value = "1";
isIncludePO.Enabled = false;
IncludeShip.Value = "1";
isIncludeShip.Enabled = false;
IncludeCharges.Value = "1";
isIncludeCharges.Enabled = false;
}
}
catch (Exception msg)
{
Response.End();
}
}
public ERROR_CODE CloseQuote(long user_id, QuoteCloseDto param)
{
// 此向导将会把产品、一次性折扣、配送、成本转为计费项。可选项和费用不会被转换。如果有产品，会生成销售订单。
// 报价中如果有服务 / 包或初始费用，将不会被转换为计费项，也不会创建定期服务合同
// 如果商机状态已经是“关闭”或“已实施”，将会为此商机生成重复的计费项。
// 报价项中如果有物料代码为空的，则需要设置。如果没有需要配置的，则此界面不显示
// 计费项将会生成，是否需要创建发票
// 打开新建的销售订单（链接）——如果创建了销售单才显示
// 关闭报价是关闭商机的另一种方式，
// -- 必填项校验-- 根据系统设置来判断 TODO
var user = UserInfoBLL.GetUserInfo(user_id);
// 1.更新商机信息
#region 1.更新商机信息
// 根据系统设置来选择商机的阶段-- todo
param.opportunity.status_id = (int)DicEnum.OPPORTUNITY_STATUS.CLOSED;
var stageList = new d_general_dal().GetGeneralByTableId((int)GeneralTableEnum.OPPORTUNITY_STATUS);
var defaultStage = stageList.FirstOrDefault(_ => _.ext1 == "1");
if (defaultStage != null)
{
param.opportunity.stage_id = defaultStage.id;
}
var old_opportunity = new crm_opportunity_dal().GetOpportunityById(param.opportunity.id);
new crm_opportunity_dal().Update(param.opportunity);
new sys_oper_log_dal().Insert(new sys_oper_log()
{
user_cate = "用户",
user_id = user_id,
name = user.name,
phone = user.mobile == null ? "" : user.mobile,
oper_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
oper_object_cate_id = (int)OPER_LOG_OBJ_CATE.OPPORTUNITY,
oper_object_id = param.opportunity.id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.UPDATE,
oper_description = _dal.CompareValue(old_opportunity, param.opportunity),
remark = "修改商机信息"
});
#endregion
// 2.更新客户信息
#region 2.更新客户信息
var account = new CompanyBLL().GetCompany(param.quote.account_id);
if (account.type_id != (int)DicEnum.ACCOUNT_TYPE.CUSTOMER)
{
account.type_id = (int)DicEnum.ACCOUNT_TYPE.CUSTOMER;
new crm_account_dal().Update(account);
new sys_oper_log_dal().Insert(new sys_oper_log()
{
user_cate = "用户",
user_id = user_id,
name = user.name,
phone = user.mobile == null ? "" : user.mobile,
oper_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
oper_object_cate_id = (int)OPER_LOG_OBJ_CATE.CUSTOMER,
oper_object_id = param.quote.account_id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.UPDATE,
oper_description = _dal.CompareValue(new CompanyBLL().GetCompany(param.quote.account_id), account),
remark = "修改客户信息"
});
}
#endregion
long?contact_id = null;
if (param.opportunity.contact_id != null)
{
crm_contact contact = new ContactBLL().GetContact((long)param.opportunity.contact_id);
if (contact.is_active == 1)
{
contact_id = contact.id;
}
}
// 3.保存项目信息
#region 3.如果项目关联了项目提案，修改项目提案信息
if (param.quote.project_id != null)
{
var project = new pro_project_dal().GetProjectById((long)param.quote.project_id);
if (project != null)
{
if (project.type_id != (int)PROJECT_TYPE.ACCOUNT_PROJECT)
{
project.type_id = (int)PROJECT_TYPE.ACCOUNT_PROJECT;
project.update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now);
project.update_user_id = user.id;
new sys_oper_log_dal().Insert(new sys_oper_log()
{
user_cate = "用户",
user_id = (int)user.id,
name = user.name,
phone = user.mobile == null ? "" : user.mobile,
oper_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
oper_object_cate_id = (int)OPER_LOG_OBJ_CATE.PROJECT,
oper_object_id = project.id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.UPDATE,
oper_description = _dal.CompareValue(new pro_project_dal().GetProjectById((long)param.quote.project_id), project),
remark = "修改项目提案类型"
});
new pro_project_dal().Update(project);
}
param.project_id = project.id;
}
string costIds = "";
new OpportunityBLL().InsertContract(param.dic, param.opportunity, user, null, out costIds, param.project_id, null);
if (!string.IsNullOrEmpty(costIds))
{
var aapBLL = new ApproveAndPostBLL();
costIds = costIds.Substring(0, costIds.Length - 1);
var costList = costIds.Split(new char[] { ',' }, StringSplitOptions.RemoveEmptyEntries);
foreach (var costId in costList)
{
// 审批并提交
aapBLL.Post_Charges(int.Parse(costId), int.Parse(DateTime.Now.ToString("yyyyMMdd")), user);
}
}
}
#endregion
// 4.新增工单信息
#region 4.如果报价未关联项目提案，有需要转换的计费项
// todo 关联sdk_ticket
#endregion
// 5.转换为工单/项目成本
#region 5.转换为工单/项目成本
// todo 关联sdk_ticket_charge
// 一次性折扣根据需要拆分为两行——收税的、不收税的，分别计算折扣额。计算时仍然按照全部周期为一次性的报价项，而不是排除了服务和工时等报价项。
#endregion
// 将报价项转换为计费项
#region 将报价项转换为计费项并审批提交 todo-需要项目ID 或者工单ID才可以进行操作
//string costIds ="";
//new OpportunityBLL().InsertContract(param.dic,param.opportunity,user,null,out costIds, param.project_id,null);
//if (!string.IsNullOrEmpty(costIds))
//{
// var aapBLL = new ApproveAndPostBLL();
// costIds = costIds.Substring(0,costIds.Length-1);
// var costList = costIds.Split(new char[] { ','},StringSplitOptions.RemoveEmptyEntries);
// foreach (var costId in costList)
// {
// // 审批并提交
// aapBLL.Post_Charges(int.Parse(costId),int.Parse(DateTime.Now.ToString("yyyyMMdd")),user);
// }
//}
#endregion
// 6.新增销售订单
#region 6.当有产品/一次性折扣、成本、配送转为计费项时，销售订单就会自动生成。Crm_sales_order
if (param.dic != null && param.dic.Count > 0)
{
var saleOrder = new crm_sales_order_dal().GetSingleSalesOrderByWhere($" and opportunity_id = {param.opportunity.id} ");
if (saleOrder == null)
{
saleOrder = new crm_sales_order()
{
id = _dal.GetNextIdCom(),
opportunity_id = param.opportunity.id,
status_id = (int)SALES_ORDER_STATUS.OPEN,
contact_id = contact_id,
owner_resource_id = param.opportunity.resource_id,
begin_date = DateTime.Now,
create_user_id = user.id,
update_user_id = user.id,
create_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
};
new crm_sales_order_dal().Insert(saleOrder);
new sys_oper_log_dal().Insert(new sys_oper_log()
{
user_cate = "用户",
user_id = (int)user.id,
name = user.name,
phone = user.mobile == null ? "" : user.mobile,
oper_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
oper_object_cate_id = (int)OPER_LOG_OBJ_CATE.SALE_ORDER,
oper_object_id = saleOrder.id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.ADD,
oper_description = _dal.AddValue(saleOrder),
remark = "关闭报价，新增销售订单"
});
param.saleOrderId = saleOrder.id;
}
}
#endregion
// 7.新增项目备注
#region 7.转为项目计费项时，会生成备注
if (param.quote.project_id != null)
{
com_activity addActivity = new com_activity()
{
id = _dal.GetNextIdCom(),
cate_id = (int)ACTIVITY_CATE.PROJECT_NOTE,
action_type_id = (int)ACTIVITY_TYPE.PROJECT_NOTE,
parent_id = null,
object_id = (long)param.quote.project_id,
object_type_id = (int)OBJECT_TYPE.PROJECT,
// todo发布范围
account_id = param.opportunity.account_id,
contact_id = contact_id,
resource_id = param.opportunity.resource_id,
contract_id = contact_id,
opportunity_id = param.opportunity.id,
ticket_id = null,
// todo 标题
description = $"", // todo 内容描述拼接
status_id = null,
complete_description = null,
complete_time = null,
create_user_id = user.id,
create_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
update_user_id = user.id,
update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
is_system_generate = 1,
};
new com_activity_dal().Insert(addActivity);
new sys_oper_log_dal().Insert(new sys_oper_log()
{
user_cate = "用户",
user_id = (int)user.id,
name = user.name,
phone = user.mobile == null ? "" : user.mobile,
oper_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
oper_object_cate_id = (int)OPER_LOG_OBJ_CATE.ACTIVITY,
oper_object_id = addActivity.id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.ADD,
oper_description = _dal.AddValue(addActivity),
remark = "商机关闭，新增项目备注"
});
}
#endregion
// 8.新增备注（商机关闭）
#region 8.商机关闭时，会自动生成备注
com_activity closeOppoActivity = new com_activity()
{
id = _dal.GetNextIdCom(),
cate_id = (int)ACTIVITY_CATE.NOTE,
action_type_id = (int)ACTIVITY_TYPE.OPPORTUNITYUPDATE,
parent_id = null,
object_id = param.opportunity.id,
object_type_id = (int)OBJECT_TYPE.OPPORTUNITY,
account_id = param.opportunity.account_id,
contact_id = contact_id,
resource_id = param.opportunity.resource_id,
contract_id = null, // todo 如果转为合同成本，则为“合同”；否则为空
opportunity_id = param.opportunity.id,
ticket_id = null,
start_date = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Parse(DateTime.Now.ToShortDateString() + " 12:00:00")), // todo 从页面获取时间，去页面时间的12：00：00
end_date = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Parse(DateTime.Now.ToShortDateString() + " 12:00:00")),
description = $"关闭时间：{DateTime.Now.ToString("dd/MM/yyyy")}/r通知人：{user.email}/r主题：{param.opportunity.name}已经关闭/r内容：商机关闭向导定义", // todo 内容描述拼接
status_id = null,
complete_description = null,
complete_time = null,
create_user_id = user.id,
create_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
update_user_id = user.id,
update_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
is_system_generate = 1,
};
new com_activity_dal().Insert(closeOppoActivity);
new sys_oper_log_dal().Insert(new sys_oper_log()
{
user_cate = "用户",
user_id = (int)user.id,
name = user.name,
phone = user.mobile == null ? "" : user.mobile,
oper_time = Tools.Date.DateHelper.ToUniversalTimeStamp(DateTime.Now),
oper_object_cate_id = (int)OPER_LOG_OBJ_CATE.ACTIVITY,
oper_object_id = closeOppoActivity.id,// 操作对象id
oper_type_id = (int)OPER_LOG_TYPE.ADD,
oper_description = _dal.AddValue(closeOppoActivity),
remark = "新增关闭商机的备注"
});
#endregion
return(ERROR_CODE.SUCCESS);
}