public function actionConvertFinal($id) { assert('!empty($id)'); $accountPostData = LeadsUtil::getFromSession(LeadsUtil::LEAD_CONVERSION_ACCOUNT_DATA_SESSION_KEY); if (empty($accountPostData)) { $urlParams = array('/leads/' . $this->getId() . '/convert', 'id' => $id); $this->redirect($urlParams); } $contact = Contact::getById(intval($id)); if (!LeadsUtil::isStateALead($contact->state)) { $urlParams = array('/contacts/' . $this->getId() . '/details', 'id' => $contact->id); $this->redirect($urlParams); } $convertToAccountSetting = LeadsModule::getConvertToAccountSetting(); $convertToOpportunitySetting = LeadsModule::getConvertToOpportunitySetting(); $opportunity = new Opportunity(); ControllerSecurityUtil::resolveAccessCanCurrentUserWriteModel($contact); $userCanAccessContacts = RightsUtil::canUserAccessModule('ContactsModule', Yii::app()->user->userModel); $userCanAccessAccounts = RightsUtil::canUserAccessModule('AccountsModule', Yii::app()->user->userModel); $userCanAccessOpportunities = RightsUtil::canUserAccessModule('OpportunitiesModule', Yii::app()->user->userModel); $userCanCreateOpportunity = RightsUtil::doesUserHaveAllowByRightName('OpportunitiesModule', OpportunitiesModule::RIGHT_CREATE_OPPORTUNITIES, Yii::app()->user->userModel); LeadsControllerSecurityUtil::resolveCanUserProperlyConvertLead($userCanAccessContacts, $userCanAccessAccounts, $convertToAccountSetting); LeadsControllerSecurityUtil::resolveCanUserProperlyConvertLeadFinalStep($userCanAccessContacts, $userCanAccessOpportunities, $convertToOpportunitySetting); if (isset($_POST['Opportunity'])) { $controllerUtil = static::getZurmoControllerUtil(); $savedSuccessfully = false; $modelToStringValue = null; $postData = $_POST['Opportunity']; $opportunity = $controllerUtil->saveModelFromPost($postData, $opportunity, $savedSuccessfully, $modelToStringValue, false); if ($savedSuccessfully) { $explicitReadWriteModelPermissions = ExplicitReadWriteModelPermissionsUtil::makeBySecurableItem($contact); ExplicitReadWriteModelPermissionsUtil::resolveExplicitReadWriteModelPermissions($opportunity, $explicitReadWriteModelPermissions); $account = LeadsUtil::createAccountForLeadConversionFromAccountPostData($accountPostData, $contact, $controllerUtil); $opportunity->account = $account; if (!$opportunity->save()) { throw new NotSupportedException(); } LeadsUtil::removeFromSession(LeadsUtil::LEAD_CONVERSION_ACCOUNT_DATA_SESSION_KEY); $this->actionSaveConvertedContact($contact, $account, $opportunity); } } elseif (isset($_POST['OpportunitySkip']) || $convertToOpportunitySetting == LeadsModule::CONVERT_NO_OPPORTUNITY || $convertToOpportunitySetting == LeadsModule::CONVERT_OPPORTUNITY_NOT_REQUIRED && !$userCanAccessOpportunities) { $controllerUtil = static::getZurmoControllerUtil(); $account = LeadsUtil::createAccountForLeadConversionFromAccountPostData($accountPostData, $contact, $controllerUtil); LeadsUtil::removeFromSession(LeadsUtil::LEAD_CONVERSION_ACCOUNT_DATA_SESSION_KEY); $this->actionSaveConvertedContact($contact, $account, null); } $progressBarAndStepsView = new LeadConversionStepsAndProgressBarForWizardView(1); $convertView = new LeadConvertOpportunityView($this->getId(), $this->getModule()->getId(), $contact->id, strval($contact), $opportunity, $convertToOpportunitySetting, $userCanCreateOpportunity); $view = new LeadsPageView(ZurmoDefaultViewUtil::makeTwoStandardViewsForCurrentUser($this, $progressBarAndStepsView, $convertView)); echo $view->render(); }
public function testCreateAccountForLeadConversionFromAccountPostData() { Yii::app()->user->userModel = User::getByUsername('super'); $super = Yii::app()->user->userModel; $contact = ContactTestHelper::createContactByNameForOwner('Contact3', $super); $controllerUtil = new ZurmoControllerUtil(); //Scenario #1 - Skip the account creation $accountPostData = array('AccountSkip' => true); $account = LeadsUtil::createAccountForLeadConversionFromAccountPostData($accountPostData, $contact, $controllerUtil); $this->assertNull($account); //Scenario #2 - Select an already existing account $account3 = AccountTestHelper::createAccountByNameForOwner('Account3', $super); $accountPostData = array('SelectAccount' => true, 'accountId' => $account3->id); $account = LeadsUtil::createAccountForLeadConversionFromAccountPostData($accountPostData, $contact, $controllerUtil); $this->assertEquals($account3->id, $account->id); //Scenario #3 - Create new account from POST data $accountPostData = array('CreateAccount' => true, 'name' => 'Account Created From Post', 'employees' => '5', 'website' => 'http://www.exa.com'); $account = LeadsUtil::createAccountForLeadConversionFromAccountPostData($accountPostData, $contact, $controllerUtil); $this->assertEquals('Account Created From Post', $account->name); $this->assertEquals(5, $account->employees); $this->assertEquals('http://www.exa.com', $account->website); }