/**
* Create the lead record and optionally perform post-save actions for Convert Target & Lead from Email cases
*/
public function createRecord($api, $args)
{
//create the lead using the ModuleApi
$data = parent::createRecord($api, $args);
$leadId = null;
if (isset($data['id']) && !empty($data['id'])) {
$leadId = $data['id'];
} else {
//lead not created, can't do post-processes - bail out
return $data;
}
// Handle Lead-Prospect post processing
if (!empty($args['relate_to']) && $args['relate_to'] === 'Prospects' && !empty($args['relate_id'])) {
// Save lead_id for display purposes
$prospectId = $args['relate_id'];
$prospect = BeanFactory::getBean('Prospects', $prospectId);
$prospect->lead_id = $leadId;
$prospect->save();
// Handle Campaign Log entry creation
if (!empty($data['campaign_id'])) {
$lead = BeanFactory::getBean('Leads', $leadId);
campaign_log_lead_or_contact_entry($data['campaign_id'], $prospect, $lead, 'lead');
}
}
//handle Create Lead from Email use case
if (isset($args['inbound_email_id']) && !empty($args['inbound_email_id'])) {
$this->linkLeadToEmail($args['inbound_email_id'], $leadId);
}
return $data;
}
protected function addCampaignLog($campaignId, $lead, $contact, $moduleName)
{
return campaign_log_lead_or_contact_entry($campaignId, $lead, $contact, $moduleName);
}
/**
* Saves a new Contact as well as any related items passed in.
*
* @return null
*/
protected function handleSave()
{
require_once 'modules/Campaigns/utils.php';
require_once "include/formbase.php";
$lead = false;
if (!empty($_REQUEST['record'])) {
$lead = new Lead();
$lead->retrieve($_REQUEST['record']);
}
global $beanList;
$this->loadDefs();
$beans = array();
$selectedBeans = array();
$selects = array();
// Make sure the contact object is availible for relationships.
$beans['Contacts'] = new Contact();
// Contacts
if (!empty($_REQUEST['selectedContact'])) {
$beans['Contacts']->retrieve($_REQUEST['selectedContact']);
if (!empty($beans['Contacts']->id)) {
$beans['Contacts']->new_with_id = false;
unset($_REQUEST["convert_create_Contacts"]);
unset($_POST["convert_create_Contacts"]);
}
} elseif (!empty($_REQUEST["convert_create_Contacts"]) && $_REQUEST["convert_create_Contacts"] != "false" && !isset($_POST['ContinueContact'])) {
require_once 'modules/Contacts/ContactFormBase.php';
$contactForm = new ContactFormBase();
$duplicateContacts = $contactForm->checkForDuplicates('Contacts');
if (isset($duplicateContacts)) {
echo $contactForm->buildTableForm($duplicateContacts, 'Contacts');
return;
}
$this->new_contact = true;
} elseif (isset($_POST['ContinueContact'])) {
$this->new_contact = true;
}
// Accounts
if (!empty($_REQUEST['selectedAccount'])) {
$_REQUEST['account_id'] = $_REQUEST['selectedAccount'];
unset($_REQUEST["convert_create_Accounts"]);
unset($_POST["convert_create_Accounts"]);
} elseif (!empty($_REQUEST["convert_create_Accounts"]) && $_REQUEST["convert_create_Accounts"] != "false" && empty($_POST['ContinueAccount'])) {
require_once 'modules/Accounts/AccountFormBase.php';
$accountForm = new AccountFormBase();
$duplicateAccounts = $accountForm->checkForDuplicates('Accounts');
if (isset($duplicateAccounts)) {
echo $accountForm->buildTableForm($duplicateAccounts);
return;
}
}
foreach ($this->defs as $module => $vdef) {
//Create a new record if "create" was selected
if (!empty($_REQUEST["convert_create_{$module}"]) && $_REQUEST["convert_create_{$module}"] != "false") {
//Save the new record
$bean = $beanList[$module];
if (empty($beans[$module])) {
$beans[$module] = new $bean();
}
$this->populateNewBean($module, $beans[$module], $beans['Contacts'], $lead);
// when creating a new contact, create the id for linking with other modules
// and do not populate it with lead's old account_id
if ($module == 'Contacts') {
$beans[$module]->id = create_guid();
$beans[$module]->new_with_id = true;
$beans[$module]->account_id = '';
}
} else {
if (!empty($vdef['ConvertLead']['select'])) {
//Save the new record
$select = $vdef['ConvertLead']['select'];
$fieldDef = $beans['Contacts']->field_defs[$select];
if (!empty($fieldDef['id_name']) && !empty($_REQUEST[$fieldDef['id_name']])) {
$beans['Contacts']->{$fieldDef}['id_name'] = $_REQUEST[$fieldDef['id_name']];
$selects[$module] = $_REQUEST[$fieldDef['id_name']];
if (!empty($_REQUEST[$select])) {
$beans['Contacts']->{$select} = $_REQUEST[$select];
}
// Bug 39268 - Add the existing beans to a list of beans we'll potentially add the lead's activities to
$bean = loadBean($module);
$bean->retrieve($_REQUEST[$fieldDef['id_name']]);
$selectedBeans[$module] = $bean;
// If we selected the Contact, just overwrite the $beans['Contacts']
if ($module == 'Contacts') {
$beans[$module] = $bean;
}
}
}
}
}
$this->handleActivities($lead, $beans);
// Bug 39268 - Add the lead's activities to the selected beans
$this->handleActivities($lead, $selectedBeans);
//link selected account to lead if it exists
if (!empty($selectedBeans['Accounts'])) {
$lead->account_id = $selectedBeans['Accounts']->id;
}
// link account to contact, if we picked an existing contact and created a new account
if (!empty($beans['Accounts']->id) && !empty($beans['Contacts']->account_id) && $beans['Accounts']->id != $beans['Contacts']->account_id) {
$beans['Contacts']->account_id = $beans['Accounts']->id;
}
// Saving beans with priorities.
// Contacts and Accounts should be saved before lead activities to create correct relations
$saveBeanPriority = array('Contacts', 'Accounts');
$tempBeans = array();
foreach ($saveBeanPriority as $name) {
if (isset($beans[$name])) {
$tempBeans[$name] = $beans[$name];
}
}
$beans = array_merge($tempBeans, $beans);
unset($tempBeans);
//Handle non-contacts relationships
foreach ($beans as $bean) {
if (!empty($lead)) {
if (empty($bean->assigned_user_id)) {
$bean->assigned_user_id = $lead->assigned_user_id;
}
$leadsRel = $this->findRelationship($bean, $lead);
if (!empty($leadsRel)) {
$bean->load_relationship($leadsRel);
$relObject = $bean->{$leadsRel}->getRelationshipObject();
if ($relObject->relationship_type == "one-to-many" && $bean->{$leadsRel}->_get_bean_position()) {
$id_field = $relObject->rhs_key;
$lead->{$id_field} = $bean->id;
} else {
$bean->{$leadsRel}->add($lead->id);
}
}
}
//Special case code for opportunities->Accounts
if ($bean->object_name == "Opportunity" && empty($bean->account_id)) {
if (isset($beans['Accounts'])) {
$bean->account_id = $beans['Accounts']->id;
$bean->account_name = $beans['Accounts']->name;
} else {
if (!empty($selects['Accounts'])) {
$bean->account_id = $selects['Accounts'];
}
}
}
//create meetings-users relationship
if ($bean->object_name == "Meeting") {
$bean = $this->setMeetingsUsersRelationship($bean);
}
$this->copyAddressFields($bean, $beans['Contacts']);
$bean->save();
//if campaign id exists then there should be an entry in campaign_log table for the newly created contact: bug 44522
if (isset($lead->campaign_id) && $lead->campaign_id != null && $bean->object_name == "Contact") {
campaign_log_lead_or_contact_entry($lead->campaign_id, $lead, $beans['Contacts'], 'contact');
}
}
if (!empty($lead)) {
//Mark the original Lead converted
$lead->status = "Converted";
$lead->converted = '1';
$lead->in_workflow = true;
$lead->save();
}
$this->displaySaveResults($beans);
}
/**
*
* This method is deprecated
* @deprecated 62_Joneses - June 24, 2011
* @see campaign_log_lead_or_contact_entry()
*/
function campaign_log_lead_entry($campaign_id, $parent_bean,$child_bean,$activity_type){
campaign_log_lead_or_contact_entry($campaign_id, $parent_bean,$child_bean,$activity_type);
}
/**
* Saves a new Contact as well as any related items passed in.
*
* @return null
*/
protected function handleSave()
{
require_once 'modules/Campaigns/utils.php';
require_once "include/formbase.php";
$lead = false;
if (!empty($_REQUEST['record'])) {
$lead = new Lead();
$lead->retrieve($_REQUEST['record']);
}
global $beanList;
$this->loadDefs();
$beans = array();
$selectedBeans = array();
$selects = array();
//Make sure the contact object is availible for relationships.
$beans['Contacts'] = new Contact();
$beans['Contacts']->id = create_guid();
$beans['Contacts']->new_with_id = true;
// Bug 39287 - Check for Duplicates on selected modules before save
if (!empty($_REQUEST['selectedContact'])) {
$beans['Contacts']->retrieve($_REQUEST['selectedContact']);
if (!empty($beans['Contacts']->id)) {
$beans['Contacts']->new_with_id = false;
unset($_REQUEST["convert_create_Contacts"]);
unset($_POST["convert_create_Contacts"]);
}
} elseif (!empty($_REQUEST["convert_create_Contacts"]) && $_REQUEST["convert_create_Contacts"] != "false" && !isset($_POST['ContinueContact'])) {
require_once 'modules/Contacts/ContactFormBase.php';
$contactForm = new ContactFormBase();
$duplicateContacts = $contactForm->checkForDuplicates('Contacts');
if (isset($duplicateContacts)) {
echo $contactForm->buildTableForm($duplicateContacts, 'Contacts');
return;
}
$this->new_contact = true;
}
if (!empty($_REQUEST['selectedAccount'])) {
$_REQUEST['account_id'] = $_REQUEST['selectedAccount'];
unset($_REQUEST["convert_create_Accounts"]);
unset($_POST["convert_create_Accounts"]);
} elseif (!empty($_REQUEST["convert_create_Accounts"]) && $_REQUEST["convert_create_Accounts"] != "false" && empty($_POST['ContinueAccount'])) {
require_once 'modules/Accounts/AccountFormBase.php';
$accountForm = new AccountFormBase();
$duplicateAccounts = $accountForm->checkForDuplicates('Accounts');
if (isset($duplicateAccounts)) {
echo $accountForm->buildTableForm($duplicateAccounts);
return;
}
}
foreach ($this->defs as $module => $vdef) {
//Create a new record if "create" was selected
if (!empty($_REQUEST["convert_create_{$module}"]) && $_REQUEST["convert_create_{$module}"] != "false") {
//Save the new record
$bean = $beanList[$module];
if (empty($beans[$module])) {
$beans[$module] = new $bean();
}
$this->populateNewBean($module, $beans[$module], $beans['Contacts'], $lead);
} else {
if (!empty($vdef['ConvertLead']['select'])) {
//Save the new record
$select = $vdef['ConvertLead']['select'];
$fieldDef = $beans['Contacts']->field_defs[$select];
if (!empty($fieldDef['id_name']) && !empty($_REQUEST[$fieldDef['id_name']])) {
$beans['Contacts']->{$fieldDef}['id_name'] = $_REQUEST[$fieldDef['id_name']];
$selects[$module] = $_REQUEST[$fieldDef['id_name']];
if (!empty($_REQUEST[$select])) {
$beans['Contacts']->{$select} = $_REQUEST[$select];
}
// Bug 39268 - Add the existing beans to a list of beans we'll potentially add the lead's activities to
$bean = loadBean($module);
$bean->retrieve($_REQUEST[$fieldDef['id_name']]);
$selectedBeans[$module] = $bean;
}
}
}
}
$this->handleActivities($lead, $beans);
// Bug 39268 - Add the lead's activities to the selected beans
$this->handleActivities($lead, $selectedBeans);
//link selected account to lead if it exists
if (!empty($selectedBeans['Accounts'])) {
$lead->account_id = $selectedBeans['Accounts']->id;
}
//Handle non-contacts relationships
foreach ($beans as $bean) {
if (!empty($lead)) {
if (empty($bean->assigned_user_id)) {
$bean->assigned_user_id = $lead->assigned_user_id;
}
$leadsRel = $this->findRelationship($bean, $lead);
if (!empty($leadsRel)) {
$bean->load_relationship($leadsRel);
if (!$bean->{$leadsRel}->isParentRelationship()) {
$bean->{$leadsRel}->add($lead);
}
}
}
//Special case code for opportunities->Accounts
if ($bean->object_name == "Opportunity" && empty($bean->account_id)) {
if (isset($beans['Accounts'])) {
$bean->account_id = $beans['Accounts']->id;
$bean->account_name = $beans['Accounts']->name;
} else {
if (!empty($selects['Accounts'])) {
$bean->account_id = $selects['Accounts'];
}
}
}
$this->copyAddressFields($bean, $beans['Contacts']);
$bean->save();
//if campaign id exists then there should be an entry in campaign_log table for the newly created contact: bug 44522
if (isset($lead->campaign_id) && $lead->campaign_id != null && $bean->object_name == "Contact") {
campaign_log_lead_or_contact_entry($lead->campaign_id, $lead, $beans['Contacts'], 'contact');
}
}
if (!empty($lead)) {
//Mark the original Lead converted
$lead->status = "Converted";
$lead->converted = '1';
$lead->in_workflow = true;
$lead->save();
}
$this->displaySaveResults($beans);
}
