public virtual IEnumerable CheckForDuplicates(PXAdapter adapter)
        {
            foreach (BAccount rec in adapter.Get())
            {
                Contact defContact = DefContact.View.SelectSingleBound(new object[] { rec }) as Contact;
                if (defContact != null &&
                    (adapter.ExternalCall ||
                     defContact.DuplicateStatus == DuplicateStatusAttribute.NotValidated))
                {
                    DefContact.Current = defContact;
                    DefContact.Current.DuplicateFound = true;
                    Duplicates.View.Clear();
                    var result = Duplicates.Select();
                    DefContact.Current.DuplicateFound = (result != null && result.Count > 0);

                    Contact contact = (Contact)DefContact.Cache.CreateCopy(defContact);
                    contact.DuplicateStatus = DuplicateStatusAttribute.Validated;

                    Decimal?score = 0;
                    foreach (PXResult <CRDuplicateRecord, BAccount, Contact, CRLeadContactValidationProcess.Contact2> r in result)
                    {
                        CRLeadContactValidationProcess.Contact2 duplicate = r;
                        CRDuplicateRecord contactScore = r;

                        if (duplicate.ContactType == ContactTypesAttribute.BAccountProperty &&
                            duplicate.ContactID < contact.ContactID)
                        {
                            contact.DuplicateStatus = DuplicateStatusAttribute.PossibleDuplicated;
                            if (contactScore.Score > score)
                            {
                                score = contactScore.Score;
                            }
                        }
                    }
                    if (defContact.DuplicateStatus != contact.DuplicateStatus)
                    {
                        DefContact.Update(contact);
                    }

                    if (DefContact.Current.DuplicateFound == false && adapter.ExternalCall)
                    {
                        BAccount.Cache.RaiseExceptionHandling <BAccount.status>(rec, null,
                                                                                new PXSetPropertyException(
                                                                                    Messages.NoPossibleDuplicates,
                                                                                    PXErrorLevel.Warning));
                    }
                }
                yield return(rec);
            }
            if (DefContact.Cache.IsDirty)
            {
                Save.Press();
            }
        }
Пример #2
0
        public virtual IEnumerable CheckForDuplicates(PXAdapter adapter)
        {
            foreach (Contact rec in adapter.Get())
            {
                Contact.Current = rec;
                Contact contact = rec;

                if (adapter.ExternalCall || rec.DuplicateStatus == DuplicateStatusAttribute.NotValidated)
                {
                    Contact.Current.DuplicateFound = true;
                    Duplicates.View.Clear();
                    var result = Duplicates.Select();
                    Contact.Current.DuplicateFound = (result != null && result.Count > 0);

                    contact = Contact.Cache.CreateCopy(Contact.Current) as Contact;
                    contact.DuplicateStatus = DuplicateStatusAttribute.Validated;

                    Decimal?score = 0;
                    foreach (PXResult <CRDuplicateRecord, Contact, CRLeadContactValidationProcess.Contact2> r in result)
                    {
                        CRLeadContactValidationProcess.Contact2 duplicate = r;
                        CRDuplicateRecord contactScore = r;
                        int duplicateWeight            = GetContactWeight(duplicate);
                        int currentWeight = GetContactWeight(Contact.Current);
                        if (duplicateWeight > currentWeight ||
                            (duplicateWeight == currentWeight &&
                             duplicate.ContactID < Contact.Current.ContactID))
                        {
                            contact.DuplicateStatus = DuplicateStatusAttribute.PossibleDuplicated;
                            if (contactScore.Score > score)
                            {
                                score = contactScore.Score;
                            }
                        }
                    }
                    contact = Contact.Update(contact);

                    if (Contact.Current.DuplicateFound == false && adapter.ExternalCall)
                    {
                        Contact.Cache.RaiseExceptionHandling <Contact.duplicateStatus>(contact, null,
                                                                                       new PXSetPropertyException(
                                                                                           Messages.NoPossibleDuplicates,
                                                                                           PXErrorLevel.Warning));
                    }
                }
                yield return(contact);
            }

            if (Contact.Cache.IsDirty)
            {
                Save.Press();
            }
        }
Пример #3
0
        private static void ProcessValidation(ValidationFilter Filter, Contact record)
        {
            PXPrimaryGraphCollection primaryGraph = new PXPrimaryGraphCollection(new PXGraph());
            PXGraph graph = primaryGraph[record];

            if (graph == null)
            {
                throw new PXException(Messages.UnableToFindGraph);
            }

            PXView        view = graph.Views[graph.PrimaryView];
            int           startRow = 0, totalRows = 0;
            List <object> list_contact = view.Select(null, null, new object[] { record.ContactID }, new string[] { typeof(Contact.contactID).Name }, null, null,
                                                     ref startRow, 1, ref totalRows);

            if (list_contact == null || list_contact.Count < 1)
            {
                throw new PXException(Messages.ContactNotFound);
            }
            Contact contact = PXResult.Unwrap <Contact>(list_contact[0]);

            contact.DuplicateFound = true;
            //Find duplicates view
            PXView viewDuplicates = graph.Views.ToArray().First(v => v.Value.Cache.GetItemType() == typeof(CRDuplicateRecord)).Value;

            if (viewDuplicates == null)
            {
                throw new PXException(Messages.DuplicateViewNotFound);
            }
            viewDuplicates.Clear();
            List <object> duplicates = viewDuplicates.SelectMulti();

            contact = (Contact)view.Cache.CreateCopy(contact);
            string prevStatus = contact.DuplicateStatus;

            contact.DuplicateStatus = DuplicateStatusAttribute.Validated;
            Decimal?score = 0;

            contact.DuplicateFound = duplicates.Count > 0;
            foreach (PXResult <CRDuplicateRecord, Contact, Contact2> r in duplicates)
            {
                Contact2          duplicate    = r;
                CRDuplicateRecord contactScore = r;
                int duplicateWeight            = ContactMaint.GetContactWeight(duplicate);
                int currentWeight = ContactMaint.GetContactWeight(contact);

                if (duplicateWeight > currentWeight ||
                    (duplicateWeight == currentWeight &&
                     duplicate.ContactID < contact.ContactID))
                {
                    contact.DuplicateStatus = DuplicateStatusAttribute.PossibleDuplicated;
                    if (contactScore.Score > score)
                    {
                        score = contactScore.Score;
                    }
                }
            }
            view.Cache.Update(contact);

            if (contact.DuplicateStatus == DuplicateStatusAttribute.PossibleDuplicated &&
                contact.ContactType == ContactTypesAttribute.Lead &&
                contact.Status == LeadStatusesAttribute.New &&
                Filter.CloseNoActivityLeads == true &&
                score > Filter.CloseThreshold)
            {
                CRActivity activity = PXSelect <CRActivity,
                                                Where <CRActivity.contactID, Equal <Required <Contact.contactID> > > > .SelectWindowed(graph, 0, 1, contact.ContactID);

                if (activity == null)
                {
                    PXAction  action  = graph.Actions["Action"];
                    PXAdapter adapter = new PXAdapter(view);
                    adapter.StartRow    = 0;
                    adapter.MaximumRows = 1;
                    adapter.Searches    = new object[] { contact.ContactID };
                    adapter.Menu        = Messages.CloseAsDuplicate;
                    adapter.SortColumns = new[] { typeof(Contact.contactID).Name };
                    foreach (Contact c in action.Press(adapter))
                    {
                        ;
                    }
                    prevStatus = null;
                }
            }
            view.Cache.RestoreCopy(record, view.Cache.Current);
            if (prevStatus != contact.DuplicateStatus)
            {
                graph.Actions.PressSave();
            }
        }
Пример #4
0
        private static void ProcessValidation(ValidationFilter filter, Contact record)
        {
            BusinessAccountMaint graph = PXGraph.CreateInstance <BusinessAccountMaint>();
            PXView view = graph.BAccount.View;

            int startRow = 0, totalRows = 0;

            BAccount baccount = null;
            Contact  contact  = null;

            if (record.ContactType == ContactTypesAttribute.BAccountProperty && record.BAccountID != null)
            {
                List <object> list_baccount = view.Select(null, null, new object[] { record.BAccountID }, new string[] { typeof(BAccount.bAccountID).Name }, null, null,
                                                          ref startRow, 1, ref totalRows);
                if (list_baccount != null && list_baccount.Count >= 1)
                {
                    baccount = PXResult.Unwrap <BAccount>(list_baccount[0]);
                }
            }
            if (baccount == null || baccount.DefContactID != record.ContactID)
            {
                throw new PXException(Messages.ContactNotFound);
            }

            contact = graph.DefContact.Current = graph.DefContact.SelectWindowed(0, 1);
            contact.DuplicateFound = true;

            PXView viewDuplicates = graph.Duplicates.View;

            if (viewDuplicates == null)
            {
                throw new PXException(Messages.DuplicateViewNotFound);
            }
            viewDuplicates.Clear();
            List <object> duplicates = viewDuplicates.SelectMulti();

            contact = (Contact)graph.DefContact.Cache.CreateCopy(contact);
            contact.DuplicateStatus = DuplicateStatusAttribute.Validated;
            Decimal?score = 0;

            foreach (PXResult <CRDuplicateRecord, Contact, CRLeadContactValidationProcess.Contact2> r in duplicates)
            {
                CRLeadContactValidationProcess.Contact2 duplicate = r;
                CRDuplicateRecord contactScore = r;

                int duplicateWeight = ContactMaint.GetContactWeight(duplicate);
                int currentWeight   = ContactMaint.GetContactWeight(contact);
                if (duplicateWeight > currentWeight ||
                    (duplicateWeight == currentWeight &&
                     duplicate.ContactID < contact.ContactID))
                {
                    contact.DuplicateStatus = DuplicateStatusAttribute.PossibleDuplicated;
                    if (contactScore.Score > score)
                    {
                        score = contactScore.Score;
                    }
                }
            }
            graph.DefContact.Cache.Update(contact);
            graph.DefContact.Cache.RestoreCopy(record, contact);
            graph.Actions.PressSave();
        }