/**
* Function used to transfer all the lead related records to given Entity(Contact/Account) record
* @param $leadid - leadid
* @param $relatedid - related entity id (contactid/accountid)
* @param $setype - related module(Accounts/Contacts)
*/
function vtws_transferLeadRelatedRecords($leadId, $relatedId, $seType)
{
if (empty($leadId) || empty($relatedId) || empty($seType)) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move related Records");
}
$status = vtws_getRelatedNotesAttachments($leadId, $relatedId);
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move related Documents to the " . $seType);
}
//Retrieve the lead related products and relate them with this new account
$status = vtws_saveLeadRelatedProducts($leadId, $relatedId, $seType);
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move related Products to the " . $seType);
}
$status = vtws_saveLeadRelations($leadId, $relatedId, $seType);
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move Records to the " . $seType);
}
$status = vtws_saveLeadRelatedCampaigns($leadId, $relatedId, $seType);
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move Records to the " . $seType);
}
vtws_transferComments($leadId, $relatedId);
}
/**
* Function used to transfer all the lead related records to given Entity(Contact/Account) record
* @param $leadid - leadid
* @param $relatedid - related entity id (contactid/accountid)
* @param $setype - related module(Accounts/Contacts)
*/
function vtws_transferLeadRelatedRecords($leadId, $relatedId, $seType)
{
global $adb;
if (empty($leadId) || empty($relatedId) || empty($seType)) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move related Records");
}
$status = vtws_getRelatedNotesAttachments($leadId, $relatedId);
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move related Documents to the " . $seType);
}
//Retrieve the lead related products and relate them with this new account
$status = vtws_saveLeadRelatedProducts($leadId, $relatedId, $seType);
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move related Products to the " . $seType);
}
$status = vtws_saveLeadRelations($leadId, $relatedId, $seType);
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move Records to the " . $seType);
}
$status = vtws_saveLeadRelatedCampaigns($leadId, $relatedId, $seType);
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move Records to the " . $seType);
}
vtws_transferComments($leadId, $relatedId);
// Tags
$adb->pquery('update vtiger_freetagged_objects set object_id=?,module=? where object_id=?', array($relatedId, $seType, $leadId));
}
function vtws_convertlead($leadId, $assignedTo, $accountName, $avoidPotential, $potential, $user)
{
global $adb, $log;
if (empty($assignedTo)) {
$assignedTo = vtws_getWebserviceEntityId('Users', $user->id);
}
if ((bool) $avoidPotential !== true) {
try {
if (empty($potential)) {
throw new WebServiceException(WebServiceErrorCode::$INVALID_POTENTIAL_FOR_CONVERT_LEAD, "Invalid lead information given for potential");
}
} catch (Zend_Json_Exception $e) {
throw new WebServiceException(WebServiceErrorCode::$INVALID_POTENTIAL_FOR_CONVERT_LEAD, "Potentail information given is not in valid JSON format");
}
}
$currencyInfo = getCurrencySymbolandCRate($user->currency_id);
$rate = $currencyInfo['rate'];
if ($potential['amount'] != '') {
$potential['amount'] = convertToDollar($potential['amount'], $rate);
}
$leadObject = VtigerWebserviceObject::fromName($adb, 'Leads');
$handlerPath = $leadObject->getHandlerPath();
$handlerClass = $leadObject->getHandlerClass();
require_once $handlerPath;
$leadHandler = new $handlerClass($leadObject, $user, $adb, $log);
$leadHandler->getMeta()->retrieveMeta();
$leadInfo = vtws_retrieve($leadId, $user);
$sql = "select converted from vtiger_leaddetails where converted = 1 and leadid=?";
$leadIdComponents = vtws_getIdComponents($leadId);
$result = $adb->pquery($sql, array($leadIdComponents[1]));
if ($result === false) {
throw new WebServiceException(WebServiceErrorCode::$DATABASEQUERYERROR, "Database error while performing required operation");
}
$rowCount = $adb->num_rows($result);
if ($rowCount > 0) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_ALREADY_CONVERTED, "Lead is already converted");
}
$customFieldMapping = vtws_getConvertLeadFieldMapping();
//check if accountName given in request is empty then default to lead company field.
if (empty($accountName)) {
$accountName = $leadInfo['company'];
}
$sql = "select vtiger_account.accountid from vtiger_account\n\t\tleft join vtiger_crmentity on vtiger_account.accountid = vtiger_crmentity.crmid\n\t\twhere vtiger_crmentity.deleted=0 and vtiger_account.accountname = ?";
$result = $adb->pquery($sql, array($accountName));
if ($result === false) {
throw new WebServiceException(WebServiceErrorCode::$DATABASEQUERYERROR, "Database error while performing required operation");
}
$rowCount = $adb->num_rows($result);
if ($rowCount != 0 && vtlib_isModuleActive('Accounts') === true) {
$crmId = $adb->query_result($result, 0, "accountid");
$status = vtws_getRelatedNotesAttachments($leadIdComponents[1], $crmId);
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move related Documents to the Account");
}
//Retrieve the lead related products and relate them with this new account
$status = vtws_saveLeadRelatedProducts($leadIdComponents[1], $crmId, "Accounts");
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move related Products to the Account");
}
$status = vtws_saveLeadRelations($leadIdComponents[1], $crmId, "Accounts");
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move Records to the Account");
}
} else {
//don't create account if no company name is given in input and lead doest not have
// company field populated, DONE TO RESPECT B2C model.
if (!empty($accountName)) {
$accountObject = VtigerWebserviceObject::fromName($adb, 'Accounts');
$handlerPath = $accountObject->getHandlerPath();
$handlerClass = $accountObject->getHandlerClass();
require_once $handlerPath;
$accountHandler = new $handlerClass($accountObject, $user, $adb, $log);
if ($accountHandler->getMeta()->hasWriteAccess()) {
$account = array();
if (!empty($leadInfo["annualrevenue"])) {
$account['annual_revenue'] = $leadInfo["annualrevenue"];
}
if (!empty($leadInfo["noofemployees"])) {
$account['employees'] = $leadInfo["noofemployees"];
}
$account['accountname'] = $accountName;
$account['industry'] = $leadInfo["industry"];
$account['phone'] = $leadInfo["phone"];
$account['fax'] = $leadInfo["fax"];
$account['rating'] = $leadInfo["rating"];
$account['email1'] = $leadInfo["email"];
$account['website'] = $leadInfo["website"];
$account['bill_city'] = $leadInfo["city"];
$account['bill_code'] = $leadInfo["code"];
$account['bill_country'] = $leadInfo["country"];
$account['bill_state'] = $leadInfo["state"];
$account['bill_street'] = $leadInfo["lane"];
$account['bill_pobox'] = $leadInfo["pobox"];
$account['ship_city'] = $leadInfo["city"];
$account['ship_code'] = $leadInfo["code"];
$account['ship_country'] = $leadInfo["country"];
$account['ship_state'] = $leadInfo["state"];
$account['ship_street'] = $leadInfo["lane"];
$account['ship_pobox'] = $leadInfo["pobox"];
$account['assigned_user_id'] = $assignedTo;
$account['description'] = $leadInfo['description'];
$leadFields = $leadHandler->getMeta()->getModuleFields();
$accountFields = $accountHandler->getMeta()->getModuleFields();
foreach ($customFieldMapping as $leadFieldId => $mappingDetails) {
$accountFieldId = $mappingDetails['Accounts'];
if (empty($accountFieldId)) {
continue;
}
$accountField = vtws_getFieldfromFieldId($accountFieldId, $accountFields);
if ($accountField == null) {
//user doesn't have access so continue.TODO update even if user doesn't have access
continue;
}
$leadField = vtws_getFieldfromFieldId($leadFieldId, $leadFields);
if ($leadField == null) {
//user doesn't have access so continue.TODO update even if user doesn't have access
continue;
}
$leadFieldName = $leadField->getFieldName();
$accountFieldName = $accountField->getFieldName();
$account[$accountFieldName] = $leadInfo[$leadFieldName];
}
$account = vtws_create('Accounts', $account, $user);
$accountIdComponents = vtws_getIdComponents($account['id']);
$status = vtws_getRelatedNotesAttachments($leadIdComponents[1], $accountIdComponents[1]);
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move related Documents to the Account");
}
//Retrieve the lead related products and relate them with this new account
$status = vtws_saveLeadRelatedProducts($leadIdComponents[1], $accountIdComponents[1], "Accounts");
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move related Products to the Account");
}
$status = vtws_saveLeadRelations($leadIdComponents[1], $accountIdComponents[1], "Accounts");
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move Records to the Account");
}
}
}
}
$contactObject = VtigerWebserviceObject::fromName($adb, 'Contacts');
$handlerPath = $contactObject->getHandlerPath();
$handlerClass = $contactObject->getHandlerClass();
require_once $handlerPath;
$contactHandler = new $handlerClass($contactObject, $user, $adb, $log);
if (!empty($crmId)) {
$accountId = $crmId;
$webserviceAccountId = vtws_getWebserviceEntityId('Accounts', $crmId);
} elseif (!empty($accountName)) {
if (count($accountIdComponents) === 2) {
$accountId = $accountIdComponents[1];
$webserviceAccountId = vtws_getId($accountIdComponents[0], $accountIdComponents[1]);
}
} else {
$accountId = '';
$webserviceAccountId = '';
}
if ($contactHandler->getMeta()->hasWriteAccess()) {
$contact = array();
$contact['assigned_user_id'] = $assignedTo;
$contact['description'] = $leadInfo['description'];
$contact['account_id'] = $webserviceAccountId;
$contact['salutationtype'] = $leadInfo["salutationtype"];
$contact['firstname'] = $leadInfo["firstname"];
$contact['lastname'] = $leadInfo["lastname"];
$contact['email'] = $leadInfo["email"];
$contact['phone'] = $leadInfo["phone"];
$contact['mobile'] = $leadInfo["mobile"];
$contact['title'] = $leadInfo["designation"];
$contact['fax'] = $leadInfo["fax"];
$contact['yahooid'] = $leadInfo['yahooid'];
$contact['leadsource'] = $leadInfo['leadsource'];
$contact['mailingcity'] = $leadInfo["city"];
$contact['mailingzip'] = $leadInfo["code"];
$contact['mailingcountry'] = $leadInfo["country"];
$contact['mailingstate'] = $leadInfo["state"];
$contact['mailingstreet'] = $leadInfo["lane"];
$contact['mailingpobox'] = $leadInfo["pobox"];
$leadFields = $leadHandler->getMeta()->getModuleFields();
$contactFields = $contactHandler->getMeta()->getModuleFields();
foreach ($customFieldMapping as $leadFieldId => $mappingDetails) {
$contactFieldId = $mappingDetails['Contacts'];
if (empty($contactFieldId)) {
continue;
}
$contactField = vtws_getFieldfromFieldId($contactFieldId, $contactFields);
if ($contactField == null) {
//user doesn't have access so continue.TODO update even if user doesn't have access
continue;
}
$leadField = vtws_getFieldfromFieldId($leadFieldId, $leadFields);
if ($leadField == null) {
//user doesn't have access so continue.TODO update even if user doesn't have access
continue;
}
$leadFieldName = $leadField->getFieldName();
$contactFieldName = $contactField->getFieldName();
$contact[$contactFieldName] = $leadInfo[$leadFieldName];
}
$contact = vtws_create('Contacts', $contact, $user);
$contactIdComponents = vtws_getIdComponents($contact['id']);
$contactId = $contactIdComponents[1];
//To convert relates Activites and Email.
$status = vtws_getRelatedActivities($leadIdComponents[1], $accountId, $contactIdComponents[1]);
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move Related Activities to the Contact");
}
$status = vtws_getRelatedNotesAttachments($leadIdComponents[1], $contactIdComponents[1]);
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move related Documents to the Contact");
}
//Retrieve the lead related products and relate them with this new contact
$status = vtws_saveLeadRelatedProducts($leadIdComponents[1], $contactIdComponents[1], "Contacts");
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move related Products to the Contact");
}
$status = vtws_saveLeadRelations($leadIdComponents[1], $contactIdComponents[1], "Contacts");
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move Records to the Contact");
}
//Retrieve the lead related Campaigns and relate them with this new contact --Minnie
$status = vtws_saveLeadRelatedCampaigns($leadIdComponents[1], $contactIdComponents[1]);
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move Related Campaigns to the Contact");
}
}
if ((bool) $avoidPotential != true) {
$potentialObject = VtigerWebserviceObject::fromName($adb, 'Potentials');
$handlerPath = $potentialObject->getHandlerPath();
$handlerClass = $potentialObject->getHandlerClass();
require_once $handlerPath;
$potentialHandler = new $handlerClass($potentialObject, $user, $adb, $log);
if ($potentialHandler->getMeta()->hasWriteAccess()) {
if (!empty($webserviceAccountId)) {
$relatedTo = $webserviceAccountId;
} else {
if (!empty($contactId)) {
$relatedTo = vtws_getWebserviceEntityId('Contacts', $contactId);
}
}
$potential['assigned_user_id'] = $assignedTo;
$potential['description'] = $leadInfo['description'];
$potential['related_to'] = $relatedTo;
$potential['leadsource'] = $leadInfo['leadsource'];
$leadFields = $leadHandler->getMeta()->getModuleFields();
$potentialFields = $potentialHandler->getMeta()->getModuleFields();
foreach ($customFieldMapping as $leadFieldId => $mappingDetails) {
$potentialFieldId = $mappingDetails['Potentials'];
if (empty($potentialFieldId)) {
continue;
}
$potentialField = vtws_getFieldfromFieldId($potentialFieldId, $potentialFields);
if ($potentialField == null) {
//user doesn't have access so continue.TODO update even if user doesn't have access
continue;
}
$leadField = vtws_getFieldfromFieldId($leadFieldId, $leadFields);
if ($leadField == null) {
//user doesn't have access so continue.TODO update even if user doesn't have access
continue;
}
$leadFieldName = $leadField->getFieldName();
$potentialFieldName = $potentialField->getFieldName();
$potential[$potentialFieldName] = $leadInfo[$leadFieldName];
}
$potential = vtws_create('Potentials', $potential, $user);
$potentialIdComponents = vtws_getIdComponents($potential['id']);
if (!empty($accountId) && !empty($contactId)) {
$sql = "insert into vtiger_contpotentialrel values(?,?)";
$result = $adb->pquery($sql, array($contactId, $potentialIdComponents[1]));
if ($result === false) {
throw new WebServiceException(WebServiceErrorCode::$FAILED_TO_CREATE_RELATION, "Failed to related Contact with the Potential");
}
}
//Retrieve the lead related products and relate them with this new potential
$status = vtws_saveLeadRelatedProducts($leadIdComponents[1], $potentialIdComponents[1], "Potentials");
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move related Products to the Potential");
}
$status = vtws_saveLeadRelations($leadIdComponents[1], $potentialIdComponents[1], "Potentials");
if ($status === false) {
throw new WebServiceException(WebServiceErrorCode::$LEAD_RELATED_UPDATE_FAILED, "Failed to move Records to the Potential");
}
$potentialId = $potentialIdComponents[1];
}
}
//Updating the converted status
if ($accountId != '' || $contactId != '') {
$sql = "UPDATE vtiger_leaddetails SET converted = 1 where leadid=?";
$result = $adb->pquery($sql, array($leadIdComponents[1]));
if ($result === false) {
throw new WebServiceException(WebServiceErrorCode::$FAILED_TO_MARK_CONVERTED, "Failed mark lead converted");
}
//updating the campaign-lead relation --Minnie
$sql = "delete from vtiger_campaignleadrel where leadid=?";
$adb->pquery($sql, array($leadIdComponents[1]));
}
$result = array('leadId' => $leadId);
if (!empty($webserviceAccountId)) {
$result['accountId'] = $webserviceAccountId;
} else {
$result['accountId'] = '';
}
if (!empty($contactId)) {
$result['contactId'] = vtws_getWebserviceEntityId('Contacts', $contactId);
} else {
$result['contactId'] = '';
}
if (!empty($potentialId)) {
$result['potentialId'] = $potential['id'];
} else {
$result['potentialId'] = '';
}
return $result;
}