/**
* 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);
}
$encoded_contact_popup_request_data = $json->encode($popup_request_data);
//Account
require_once 'include/QuickSearchDefaults.php';
$qsd = QuickSearchDefaults::getQuickSearchDefaults();
$qsd->setFormName('BusinessCard');
$sqs_objects = array('BusinessCard_display_account_name' => $qsd->getQSParent());
$sqs_objects['BusinessCard_display_account_name']['populate_list'] = array('display_account_name', 'selectedAccount');
$quicksearch_js = '<script type="text/javascript" language="javascript">
sqs_objects = ' . $json->encode($sqs_objects) . ';
addToValidateBinaryDependency(\'BusinessCard\', \'display_account_name\', \'alpha\', false, \'' . $app_strings['ERR_SQS_NO_MATCH_FIELD'] . $app_strings['LBL_ACCOUNT'] . '\', \'selectedAccount\' );
</script>';
$selectAccountButton = $quicksearch_js;
$selectAccountButton .= "<div id='newaccountdivlink' style='display:inline' class='dataLabel'>{$mod_strings['LNK_SELECT_ACCOUNT']}: <input class='sqsEnabled' name='display_account_name' id='display_account_name' type=\"text\" value=\"\"><input name='selectedAccount' id='selectedAccount' type=\"hidden\" value=''> <input type='button' title=\"{$app_strings['LBL_SELECT_BUTTON_TITLE']}\" type=\"button\" class=\"button\" value='{$app_strings['LBL_SELECT_BUTTON_LABEL']}' name=btn1 LANGUAGE=javascript onclick='open_popup(\"Accounts\", 600, 400, \"\", true, false, {$encoded_contact_popup_request_data});'/> <input type='button' title=\"{$app_strings['LBL_CLEAR_BUTTON_TITLE']}\" accessKey=\"{$app_strings['LBL_CLEAR_BUTTON_KEY']}\" type=\"button\" class=\"button\" value='{$app_strings['LBL_CLEAR_BUTTON_LABEL']}' name=btn1 LANGUAGE=javascript onclick='document.forms[\"BusinessCard\"].selectedAccount.value=\"\";document.forms[\"BusinessCard\"].display_account_name.value=\"\"; '><br><b>{$app_strings['LBL_OR']}</b></div><br><br>";
$xtpl->assign('FORMHEADER', get_form_header($mod_strings['LNK_NEW_ACCOUNT'], '', ''));
require_once 'modules/Accounts/AccountFormBase.php';
$accountForm = new AccountFormBase();
$xtpl->assign('CLASS', 'evenListRow');
$xtpl->assign('FORMBODY', $selectAccountButton . "<slot class='dataLabel'><input class='checkbox' type='checkbox' name='newaccount' onclick='document.forms[\"BusinessCard\"].selectedAccount.value=\"\";document.forms[\"BusinessCard\"].display_account_name.value=\"\";toggleDisplay(\"newaccountdiv\");'> " . $mod_strings['LNK_NEW_ACCOUNT'] . "</slot> <div id='newaccountdiv' style='display:none'>" . $accountForm->getWideFormBody('Accounts', 'Accounts', 'BusinessCard', ''));
require_once 'modules/Notes/NoteFormBase.php';
$noteForm = new NoteFormBase();
$postform = "<div id='accountnotelink'><p><a href='javascript:toggleDisplay(\"accountnote\");'>{$mod_strings['LNK_NEW_NOTE']}</a></p></div>";
$postform .= '<div id="accountnote" style="display:none">' . $noteForm->getFormBody('AccountNotes', 'Notes', 'BusinessCard', 85) . '</div>';
$xtpl->assign('POSTFORM', $postform);
$xtpl->parse("main.headlessform");
//OPPORTUNITTY
$xtpl->assign('FORMHEADER', get_form_header($mod_strings['LNK_NEW_OPPORTUNITY'], '', ''));
require_once 'modules/Opportunities/OpportunityFormBase.php';
$oppForm = new OpportunityFormBase();
$xtpl->assign('CLASS', 'evenListRow');
$xtpl->assign('FORMBODY', "<slot class='dataLabel'><input class='checkbox' type='checkbox' name='newopportunity' onclick='toggleDisplay(\"newoppdiv\");'> " . $mod_strings['LNK_NEW_OPPORTUNITY'] . "</slot><div id='newoppdiv' style='display:none'>" . $oppForm->getWideFormBody('Opportunities', 'Opportunities', 'BusinessCard', '', false));
require_once 'modules/Notes/NoteFormBase.php';
<?php
if (!defined('sugarEntry') || !sugarEntry) {
die('Not A Valid Entry Point');
}
/*
* Your installation or use of this SugarCRM file is subject to the applicable
* terms available at
* http://support.sugarcrm.com/06_Customer_Center/10_Master_Subscription_Agreements/.
* If you do not agree to all of the applicable terms or do not have the
* authority to bind the entity as an authorized representative, then do not
* install or use this SugarCRM file.
*
* Copyright (C) SugarCRM Inc. All rights reserved.
*/
/*********************************************************************************
* Description: Saves an Account record and then redirects the browser to the
* defined return URL.
* Portions created by SugarCRM are Copyright (C) SugarCRM, Inc.
* All Rights Reserved.
* Contributor(s): ______________________________________..
********************************************************************************/
require_once 'modules/Accounts/AccountFormBase.php';
$accountForm = new AccountFormBase();
$prefix = empty($_REQUEST['dup_checked']) ? '' : 'Accounts';
$accountForm->handleSave($prefix, true, false);
echo getClassicModuleTitle('Accounts', array($moduleName, $mod_strings['LBL_SAVE_ACCOUNT']), true);
$xtpl = new XTemplate('modules/Accounts/ShowDuplicates.html');
$xtpl->assign("MOD", $mod_strings);
$xtpl->assign("APP", $app_strings);
$xtpl->assign("PRINT_URL", "index.php?" . $GLOBALS['request_string']);
$xtpl->assign("MODULE", $_REQUEST['module']);
if ($error_msg != '') {
$xtpl->assign("ERROR", $error_msg);
$xtpl->parse("main.error");
}
if (isset($_REQUEST['popup']) && $_REQUEST['popup'] == 'true' || isset($_POST['popup']) && $_POST['popup'] == true) {
insert_popup_header($theme);
}
$account = new Account();
require_once 'modules/Accounts/AccountFormBase.php';
$accountForm = new AccountFormBase();
$GLOBALS['check_notify'] = FALSE;
$query = 'select id, name, website, billing_address_city from accounts where deleted=0 ';
$duplicates = $_POST['duplicate'];
$count = count($duplicates);
if ($count > 0) {
$query .= "and (";
$first = true;
foreach ($duplicates as $duplicate_id) {
if (!$first) {
$query .= ' OR ';
}
$first = false;
$query .= "id='{$duplicate_id}' ";
}
$query .= ')';
/*********************************************************************************
* The contents of this file are subject to the SugarCRM Public License Version
* 1.1.3 ("License"); You may not use this file except in compliance with the
* License. You may obtain a copy of the License at http://www.sugarcrm.com/SPL
* Software distributed under the License is distributed on an "AS IS" basis,
* WITHOUT WARRANTY OF ANY KIND, either express or implied. See the License
* for the specific language governing rights and limitations under the
* License.
*
* All copies of the Covered Code must include on each user interface screen:
* (i) the "Powered by SugarCRM" logo and
* (ii) the SugarCRM copyright notice
* in the same form as they appear in the distribution. See full license for
* requirements.
*
* The Original Code is: SugarCRM Open Source
* The Initial Developer of the Original Code is SugarCRM, Inc.
* Portions created by SugarCRM are Copyright (C) 2004-2006 SugarCRM, Inc.;
* All Rights Reserved.
* Contributor(s): ______________________________________.
********************************************************************************/
/*********************************************************************************
* Description: Saves an Account record and then redirects the browser to the
* defined return URL.
* Portions created by SugarCRM are Copyright (C) SugarCRM, Inc.
* All Rights Reserved.
* Contributor(s): ______________________________________..
********************************************************************************/
require_once 'modules/Accounts/AccountFormBase.php';
$accountForm = new AccountFormBase();
$accountForm->handleSave('', true, false);
/**
* Saves a new Contact as well as any related items passed in.
*
* @return null
*/
protected function handleSave()
{
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;
}
}
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);
$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'];
}
}
}
$this->copyAddressFields($bean, $beans['Contacts']);
$bean->save();
}
if (!empty($lead)) {
//Mark the original Lead converted
$lead->status = "Converted";
$lead->converted = '1';
$lead->in_workflow = true;
$lead->save();
}
$this->displaySaveResults($beans);
}
/**
* Create HTML form to enter a new record with the minimum necessary fields.
* Portions created by SugarCRM are Copyright (C) SugarCRM, Inc.
* All Rights Reserved.
* Contributor(s): ______________________________________..
*/
function get_new_record_form()
{
require_once 'modules/Accounts/AccountFormBase.php';
$accountForm = new AccountFormBase();
return $accountForm->getForm('', 'Accounts');
}
$sugar_smarty->assign('RELATED_RECORDS_HEADER', $app_strings['LBL_RELATED_RECORDS']);
$Relateds = array();
$Related = array();
//Account
///////////////////////////////////////
///
/// SETUP PARENT POPUP
$popup_request_data = array('call_back_function' => 'set_return', 'form_name' => 'ConvertLead', 'field_to_name_array' => array('id' => 'selectedAccount', 'name' => 'display_account_name'));
$json = getJSONobj();
$encoded_popup_request_data = $json->encode($popup_request_data);
//
///////////////////////////////////////
$selectAccountButton = "<div id='newaccountdivlink' style='display:inline'><b>{$mod_strings['LNK_SELECT_ACCOUNT']}</b> <input readonly='readonly' name='display_account_name' id='display_account_name' type=\"text\" value=\"\"><input name='selectedAccount' id='selectedAccount' type=\"hidden\" value=''> <input type='button' title=\"{$app_strings['LBL_SELECT_BUTTON_TITLE']}\" accessKey=\"{$app_strings['LBL_SELECT_BUTTON_KEY']}\" type=\"button\" class=\"button\" value='{$app_strings['LBL_SELECT_BUTTON_LABEL']}' name=btn1 onclick='open_popup(\"Accounts\", 600, 400, \"\", true, false, {$encoded_popup_request_data});'> <input type='button' title=\"{$app_strings['LBL_CLEAR_BUTTON_TITLE']}\" accessKey=\"{$app_strings['LBL_CLEAR_BUTTON_KEY']}\" type=\"button\" class=\"button\" value='{$app_strings['LBL_CLEAR_BUTTON_LABEL']}' name=btn1 LANGUAGE=javascript onclick='document.forms[\"ConvertLead\"].selectedAccount.value=\"\";document.forms[\"ConvertLead\"].display_account_name.value=\"\"; '><br><b>{$app_strings['LBL_OR']}</b></div>";
$Related['FORMHEADER'] = get_form_header($mod_strings['LNK_NEW_ACCOUNT'], '', '');
require_once 'modules/Accounts/AccountFormBase.php';
$accountForm = new AccountFormBase();
$Related['Class'] = 'evenListRow';
$Related['FORMBODY'] = $selectAccountButton . "<h5 class='dataLabel'><input class='checkbox' type='checkbox' name='newaccount' onclick='document.forms[\"ConvertLead\"].selectedAccount.value=\"\";document.forms[\"ConvertLead\"].display_account_name.value=\"\";toggleDisplay(\"newaccountdiv\");'> " . $mod_strings['LNK_NEW_ACCOUNT'] . "</h5><div id='newaccountdiv' style='display:none'>" . $accountForm->getWideFormBody('Accounts', 'Accounts', 'ConvertLead', $lead);
//$Related['FORMFOOTER']=get_form_footer();
require_once 'modules/Notes/NoteFormBase.php';
$noteForm = new NoteFormBase();
$postform = "<h5 class='dataLabel'><input class='checkbox' type='checkbox' name='newaccountnote' onclick='toggleDisplay(\"accountnote\");'> {$mod_strings['LNK_NEW_NOTE']}</h5>";
$postform .= '<div id="accountnote" style="display:none">' . $noteForm->getFormBody('AccountNotes', 'Notes', 'ConvertLead', 85) . '</div><br>';
if (!empty($lead->account_name)) {
$postform .= '<script>document.forms["ConvertLead"].newaccount.checked=true;toggleDisplay("newaccountdiv");</script>';
}
$Related['POSTFORM'] = $postform;
array_push($Relateds, $Related);
//OPPORTUNITTY
$Related['FORMHEADER'] = get_form_header($mod_strings['LNK_NEW_OPPORTUNITY'], '', '');
require_once 'modules/Opportunities/OpportunityFormBase.php';