public JsonResult ValidateEmail(string email)
{
if (!string.IsNullOrEmpty(email))
{
var selectedCRMLead = _crmLeadRepository.GetBy(c => c.Person.Email == email || c.Person.SecondaryEmail == email, "Person");
if (selectedCRMLead != null)
{
return(Json(new RemoteValidationResult
{
Status = false,
Message = GetCRMLeadDetails(selectedCRMLead)
}));
}
return(Json(new RemoteValidationResult
{
Status = true,
Message = "No Lead Found"
}));
}
return(Json(new RemoteValidationResult
{
Status = true,
Message = "No Lead Found"
}));
}
public ActionResult Convert(int id)
{
var selectedLead = _crmLeadRepository.GetBy(l => l.Id == id, "Person");
var vm = new ConvertLeadViewModel();
if (selectedLead != null)
{
vm.LeadId = selectedLead.Id;
ViewBag.AssignedToUserId = new SelectList(_userRepository.GetAll("Person"), "Id", "Person.Name", selectedLead.AssignedToUserId);
vm.Person = selectedLead.Person;
vm.Description = selectedLead.Description;
}
return(View(vm));
}
public bool Convert(bool createAccount, bool createPotential, int id, int assignedToUserId, int?categoryId, double?expectedAmount, DateTime?expectedCloseDate, string description, DateTime?enquiredOn, int salesStage, int createdByUserId)
{
var selectedLead = _crmLeadRepository.GetBy(l => l.Id == id, "Person");
if (selectedLead != null)
{
CRMAccount selectedOrganization = null;
if (createAccount)
{
// Create the Account First
var organization = selectedLead.Person.Organization;
if (!string.IsNullOrEmpty(organization))
{
selectedOrganization = _crmAccountRepository.GetBy(a => a.Title == organization);
if (selectedOrganization == null)
{
selectedOrganization = new CRMAccount
{
Title = organization,
EmployeeCount = EmployeeCount.One2Ten,
AssignedToEmployeeId = assignedToUserId,
CreatedByUserId = createdByUserId
};
_crmAccountRepository.Create(selectedOrganization);
_unitOfWork.Commit();
}
}
}
// Create Contact
var contact = new CRMContact
{
PersonId = selectedLead.PersonId,
CreatedByUserId = createdByUserId
};
// Assign the account Id
if (selectedOrganization != null)
{
contact.ParentAccountId = selectedOrganization.Id;
}
_crmContactRepository.Create(contact);
_unitOfWork.Commit();
if (createPotential)
{
// Create the Potential
var potential = new CRMPotential
{
CategoryId = categoryId,
ExpectedAmount = expectedAmount,
ExpectedCloseDate = expectedCloseDate,
Description = description,
EnquiredOn = enquiredOn,
SalesStageId = salesStage,
AssignedToUserId = assignedToUserId,
ContactId = contact.Id,
CreatedByUserId = createdByUserId
};
_crmPotentialRepository.Create(potential);
_unitOfWork.Commit();
// Move all Lead Technologies to Potential Technologies
var technologies = _crmLeadTechnologyMapRepository.GetAllBy(m => m.LeadId == selectedLead.Id).ToList();
foreach (var technology in technologies)
{
var technologyMap = new CRMPotentialTechnologyMap
{
PotentialId = potential.Id,
TechnologyId = technology.TechnologyId
};
_crmPotentialTechnologyMapRepository.Create(technologyMap);
}
// Move all Lead Activities to Potential Activities
var activities = _crmLeadActivityRepository.GetAllBy(m => m.CRMLeadId == selectedLead.Id).ToList();
foreach (var activity in activities)
{
var potentialActivity = new CRMPotentialActivity
{
CRMPotentialId = potential.Id,
Title = activity.Title,
Comment = activity.Comment,
CreatedOn = activity.CreatedOn,
CreatedByUserId = createdByUserId
};
_crmPotentialActivityRepository.Create(potentialActivity);
}
_unitOfWork.Commit();
}
// Delete the Lead
_crmLeadService.Delete(id);
return(true);
}
return(false);
}