/**
* function to edit the combo values
* @param object $evctl
*/
public function eventEditComboValues(EventControler $evctl)
{
$idfields = (int) $evctl->idfields;
if ($idfields > 0) {
$referrar_module_id = (int) $evctl->referrar_module_id;
$pick_values_seperated = preg_split('/[\\r\\n]+/', $evctl->pick_values, -1, PREG_SPLIT_NO_EMPTY);
$this->update_combo_values($idfields, $pick_values_seperated);
//check if the field is mapped with some other fields and if yes then update the mapped fields also
$do_crm_fields_mapping = new CRMFieldsMapping();
$mapped_fields = $do_crm_fields_mapping->is_mapped($idfields);
if (is_array($mapped_fields) && count($mapped_fields) > 0) {
foreach ($mapped_fields as $mapped_fieldid) {
$this->update_combo_values($mapped_fieldid, $pick_values_seperated);
}
}
$_SESSION["do_crm_messages"]->set_message('success', _('Data has been updated successfully.'));
$next_page = NavigationControl::getNavigationLink("Settings", "picklist");
$dis = new Display($next_page);
$dis->addParam("cmid", $referrar_module_id);
$evctl->setDisplayNext($dis);
}
}
<th width="15%"><?php echo $modules_info[4]["label"];?></th>
<th width="15%"><?php echo $modules_info[5]["label"];?></th>
</tr>
</thead>
</table>
</th>
<th width="10%"><?php echo _('Action'); ?></th>
</tr>
</thead>
</table>
<table class="datadisplay_collapse_center">
<tbody>
<?php
if ($do_custom_field->getNumRows() > 0) {
$count = 0 ;
$do_fields_mapping = new CRMFieldsMapping();
while ($do_custom_field->next()) {
$fieldobject = 'FieldType'.$do_custom_field->field_type;
$field_type_name = $fieldobject::get_field_type();
$mapped_fields_info = $do_fields_mapping->get_custom_field_mapped_detail($do_custom_field->idfields);
?>
<tr>
<td width="5%"><?php echo ++$count; ?></td>
<td width="25%"><?php echo $do_custom_field->field_label;?></td>
<td width="15%"><?php echo $field_type_name ; ?></td>
<?php
if (count($mapped_fields_info) > 0) {
?>
<td colspan=1 width="15%"><?php echo $mapped_fields_info["organization"]["mapped_fieldlabel"]; ?></td>
<td colspan=1 width="15%"><?php echo $mapped_fields_info["contacts"]["mapped_fieldlabel"]; ?></td>
<td colspan=1 width="15%"><?php echo $mapped_fields_info["potentials"]["mapped_fieldlabel"]; ?></td>
/**
* Event function to convert lead
* The conversion process goes as -
* if a new organization is set to be created then create it and transfer other information and mapped custom fields.
* if a new contact is set to be created then create it and transfer other information and mapped custom fields.
* if a new potential is set to be created then create it and transfer other information and mapped custom fields,also
* see the related to and if organization is created or selected then the related to is set to idorganization, else related
* to should be idcontacts depending on if its created or selected from the conversion form.
* if no potential is set to be created then check what is set to be created, and if just organization or contact is set to
* be created then create and transfer the data and custom fields mapped information.
* if both organization and contact is set to be created then the created contact is mapped to the organization which is created
* or selected.
* if both organization and contact or one of them is set to be conveted and instead of creating if the values are selected
* then nothing to be done.
* @param object $evctl
* @see popups/convert_lead_modal.php
*/
public function eventConvertLeads(EventControler $evctl)
{
$idleads = (int) $evctl->idleads;
$idcontacts = 0;
$idorganization = 0;
$idpotentials = 0;
$create_potential = false;
$create_organization = false;
$create_contact = false;
$assigned_to_as_group = false;
$group_id = 0;
$assigned_to = $evctl->assigned_to_selector;
if ($assigned_to == 'user') {
$fld_value = $evctl->user_selector;
} else {
$fld_value = 0;
$group_id = $evctl->group_selector;
$assigned_to_as_group = true;
}
$assigned_to_data = array("value" => $fld_value, "assigned_to_as_group" => $assigned_to_as_group, "group_id" => $group_id);
if ($evctl->pot_convertion == 'on' && true === $_SESSION["do_crm_action_permission"]->action_permitted('add', 5)) {
$create_potential = true;
}
if ($evctl->org_convertion == 'on' && true === $_SESSION["do_crm_action_permission"]->action_permitted('add', 6)) {
$create_organization = true;
}
if ($evctl->cnt_convertion == 'on' && true === $_SESSION["do_crm_action_permission"]->action_permitted('add', 4)) {
$create_contact = true;
}
$do_convert = true;
if ($create_organization === true && $evctl->select_org == 'on' && $create_potential === false && $create_contact === false) {
$do_convert = false;
}
if ($create_contact === true && $evctl->select_cnt == 'on' && $create_potential === false && $create_organization === false) {
$do_convert = false;
}
if ($do_convert === true) {
$this->getId($idleads);
$do_feed_queue = new LiveFeedQueue();
$do_data_history = new DataHistory();
$related_identifier_data = array("related_identifier" => $this->firstname . ' ' . $this->lastname, "related_identifier_idrecord" => $idleads, "related_identifier_idmodule" => 3);
//add to feed queue
$feed_other_assigne = array();
if ($this->idgroup > 0) {
$feed_other_assigne = array("related" => "group", "data" => array("key" => "oldgroup", "val" => $this->idgroup));
}
$do_feed_queue->add_feed_queue($idleads, 3, $this->firstname . ' ' . $this->lastname, 'lead_covert', $feed_other_assigne);
// add to data history
$do_data_history->add_history($idleads, 3, 'add');
$do_fields_mapping = new CRMFieldsMapping();
$qry_mapped_fields = "\n\t\t\tselect custom_field_mapping.*,\n\t\t\tfields.field_name as lead_field_name\n\t\t\tfrom custom_field_mapping\n\t\t\tinner join fields on fields.idfields = custom_field_mapping.mapping_field_id";
$stmt = $do_fields_mapping->getDbConnection()->executeQuery($qry_mapped_fields);
$mapped_fields = $stmt->fetchAll();
$do_custom_field_map = false;
if (count($mapped_fields) > 0) {
$do_custom_field_map = true;
}
if ($create_organization === true) {
if ($evctl->create_org == 'on') {
$idorganization = $this->create_new_organization_converted($evctl, $assigned_to_data);
// add to feed queue
$feed_other_assigne = array();
if ($assigned_to_as_group === true) {
$feed_other_assigne = array("related" => "group", "data" => array("key" => "newgroup", "val" => $group_id));
}
$do_feed_queue->add_feed_queue($idorganization, 6, $evctl->organization_name, 'add_organization_lead_convert', $feed_other_assigne, $related_identifier_data);
// add to data history
$do_data_history->add_history($idorganization, 6, 'add');
$map_entity = "\n\t\t\t\t\tUPDATE \n\t\t\t\t\t`organization`\n\t\t\t\t\tset \n\t\t\t\t\t`rating` = ?,\n\t\t\t\t\t`phone` = ?,\n\t\t\t\t\t`fax` = ? \n\t\t\t\t\twhere `idorganization` = ? limit 1 ";
$this->getDbConnection()->executeQuery($map_entity, array($this->rating, $this->phone, $this->fax, $idorganization));
$map_addr = "\n\t\t\t\t\tUPDATE \n\t\t\t\t\t`organization_address` \n\t\t\t\t\tset\n\t\t\t\t\t`org_bill_address` = ?,\n\t\t\t\t\t`org_bill_pobox` = ?,\n\t\t\t\t\t`org_bill_city` = ?,\n\t\t\t\t\t`org_bill_state` = ?,\n\t\t\t\t\t`org_bill_postalcode` = ?,\n\t\t\t\t\t`org_bill_country` = ?\n\t\t\t\t\twhere `idorganization` = ? limit 1 ";
$this->getDbConnection()->executeQuery($map_addr, array($this->street, $this->po_box, $this->city, $this->state, $this->postal_code, $this->country, $idorganization));
if ($do_custom_field_map === true) {
$this->update_mapped_fields_data(6, $idorganization, $mapped_fields);
}
} elseif ($evctl->select_org == 'on') {
$idorganization = $evctl->idorganization;
}
}
if ($create_contact === true) {
if ($evctl->create_cnt == 'on') {
$idcontacts = $this->create_new_contact_converted($evctl, $assigned_to_data, $idorganization);
// add to feed queue
$feed_other_assigne = array();
if ($assigned_to_as_group === true) {
$feed_other_assigne = array("related" => "group", "data" => array("key" => "newgroup", "val" => $group_id));
}
$do_feed_queue->add_feed_queue($idcontacts, 4, $evctl->firstname . ' ' . $evctl->lastname, 'add_contact_lead_convert', $feed_other_assigne, $related_identifier_data);
// add to data history
$do_data_history->add_history($idcontacts, 4, 'add');
$map_entity = "\n\t\t\t\t\tUPDATE\n\t\t\t\t\t`contacts`\n\t\t\t\t\tset \n\t\t\t\t\t`office_phone` = ?,\n\t\t\t\t\t`mobile_num` = ?,\n\t\t\t\t\t`leadsource` = ?,\n\t\t\t\t\t`title` = ?,\n\t\t\t\t\t`fax` = ?\n\t\t\t\t\twhere `idcontacts` = ? limit 1 ";
$this->getDbConnection()->executeQuery($map_entity, array($this->phone, $this->mobile, $this->leadsource, $this->title, $this->fax, $idcontacts));
$map_addr = "\n\t\t\t\t\tUPDATE\n\t\t\t\t\t`contacts_address`\n\t\t\t\t\tset\n\t\t\t\t\t`cnt_mail_street` = ?,\n\t\t\t\t\t`cnt_mail_pobox` = ?,\n\t\t\t\t\t`cnt_mailing_city` = ?,\n\t\t\t\t\t`cnt_mailing_state` = ?,\n\t\t\t\t\t`cnt_mailing_postalcode` = ?,\n\t\t\t\t\t`cnt_mailing_country` = ?\n\t\t\t\t\twhere `idcontacts` = ? limit 1 ";
$this->getDbConnection()->executeQuery($map_addr, array($this->street, $this->po_box, $this->city, $this->state, $this->postal_code, $this->country, $idcontacts));
if ($do_custom_field_map === true) {
$this->update_mapped_fields_data(4, $idcontacts, $mapped_fields);
}
} elseif ($evctl->select_cnt == 'on') {
$idcontacts = $evctl->idcontacts;
}
}
if ($create_potential === true) {
if ($idorganization > 0 && $create_organization === true) {
$related_to = $idorganization;
$related_to_module = 6;
} elseif ($idcontacts > 0 && $create_contact === true) {
$related_to = $idcontacts;
$related_to_module = 4;
} else {
$related_to = $idorganization;
$related_to_module = 6;
}
$idpotentials = $this->create_new_potential_converted($evctl, $assigned_to_data, $related_to, $related_to_module);
if ($do_custom_field_map === true) {
$this->update_mapped_fields_data(5, $idpotentials, $mapped_fields);
}
// add to feed queue
$feed_other_assigne = array();
if ($assigned_to_as_group === true) {
$feed_other_assigne = array("related" => "group", "data" => array("key" => "newgroup", "val" => $group_id));
}
$do_feed_queue->add_feed_queue($idpotentials, 5, $evctl->potential_name, 'add_potential_lead_convert', $feed_other_assigne, $related_identifier_data);
// add to data history
$do_data_history->add_history($idpotentials, 5, 'add');
}
if ($idpotentials > 0) {
$next_page = NavigationControl::getNavigationLink("Potentials", "detail");
$sqrecord = $idpotentials;
} elseif ($idorganization > 0 && $evctl->create_org == 'on') {
$next_page = NavigationControl::getNavigationLink("Organization", "detail");
$sqrecord = $idorganization;
} else {
$next_page = NavigationControl::getNavigationLink("Contacts", "detail");
$sqrecord = $idcontacts;
}
$this->query("update " . $this->getTable() . " set `converted` = 1 where idleads = ? limit 1", array($idleads));
if ($evctl->create_org == 'on') {
$idorganization_converted = $idorganization;
} else {
$idorganization_converted = 0;
}
if ($evctl->create_cnt == 'on') {
$idcontacts_converted = $idcontacts;
} else {
$idcontacts_converted = 0;
}
$this->record_lead_conversion_matrix($idleads, $idpotentials, $idorganization_converted, $idcontacts_converted);
// transfer the related data to the selected one
if ((int) $evctl->transfer_related_data == 1) {
$transfer_module_id = 6;
$idtransfer_to = $idorganization;
} elseif ((int) $evctl->transfer_related_data == 2) {
$transfer_module_id = 4;
$idtransfer_to = $idcontacts;
} elseif ((int) $evctl->transfer_related_data == 3) {
$transfer_module_id = 5;
$idtransfer_to = $idpotentials;
}
$this->transfer_relateddata_on_conversion($idleads, $idtransfer_to, $transfer_module_id);
$dis = new Display($next_page);
$dis->addParam("sqrecord", $sqrecord);
$evctl->setDisplayNext($dis);
} else {
$_SESSION["do_crm_messages"]->set_message('error', _('No conversion has been done, please try again !'));
}
}
<?php // Copyright SQCRM. For licensing, reuse, modification and distribution see license.txt /** * Custom field mapping * @author Abhik Chakraborty */ $modules_info = $_SESSION["do_module"]->get_modules_with_full_info(); $do_fields_mapping = new CRMFieldsMapping(); $custom_fields_mapping_info = $do_fields_mapping->get_custom_field_mappings(); $custom_fields = new CustomFields(); $contacts_custom_fields = $custom_fields->get_custom_fields_as_array(4); $potentials_custom_fields = $custom_fields->get_custom_fields_as_array(5); $organization_custom_fields = $custom_fields->get_custom_fields_as_array(6); require_once 'view/customfield_mapping_view.php';
