Exemplo n.º 1
0
 /**
  * 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);
 }
Exemplo n.º 2
0
$xtpl->assign("MODULE", $_REQUEST['module']);
if ($error_msg != '') {
    $xtpl->assign("ERROR", $error_msg);
    $xtpl->parse("main.error");
}
if (isset($_POST['handle']) && $_POST['handle'] == 'Save') {
    require_once 'modules/Contacts/ContactFormBase.php';
    $contactForm = new ContactFormBase();
    require_once 'modules/Accounts/AccountFormBase.php';
    $accountForm = new AccountFormBase();
    require_once 'modules/Opportunities/OpportunityFormBase.php';
    $oppForm = new OpportunityFormBase();
    if (!isset($_POST['selectedContact']) && !isset($_POST['ContinueContact'])) {
        $duplicateContacts = $contactForm->checkForDuplicates('Contacts');
        if (isset($duplicateContacts)) {
            $formBody = $contactForm->buildTableForm($duplicateContacts);
            $xtpl->assign('FORMBODY', $formBody);
            $xtpl->parse('main.formnoborder');
            $xtpl->parse('main');
            $xtpl->out('main');
            return;
        }
    }
    if (empty($_POST['selectedAccount']) && empty($_POST['ContinueAccount'])) {
        $duplicateAccounts = $accountForm->checkForDuplicates('Accounts');
        if (isset($duplicateAccounts)) {
            $xtpl->assign('FORMBODY', $accountForm->buildTableForm($duplicateAccounts));
            $xtpl->parse('main.formnoborder');
            $xtpl->parse('main');
            $xtpl->out('main');
            return;
Exemplo n.º 3
0
 /**
  * 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);
 }
    $xtpl->assign("ERROR", $error_msg);
    $xtpl->parse("main.error");
}
if (isset($_POST['handle']) && $_POST['handle'] == 'Save') {
    require_once 'modules/Contacts/Contact.php';
    require_once 'modules/Contacts/ContactFormBase.php';
    $contactForm = new ContactFormBase();
    require_once 'modules/Accounts/AccountFormBase.php';
    $accountForm = new AccountFormBase();
    require_once 'modules/Opportunities/Opportunity.php';
    require_once 'modules/Opportunities/OpportunityFormBase.php';
    $oppForm = new OpportunityFormBase();
    if (!isset($_POST['selectedContact']) && !isset($_POST['ContinueContact'])) {
        $duplicateContacts = $contactForm->checkForDuplicates('Contacts');
        if (isset($duplicateContacts)) {
            $xtpl->assign('FORMBODY', $contactForm->buildTableForm($duplicateContacts));
            $xtpl->parse('main.formnoborder');
            $xtpl->parse('main');
            $xtpl->out('main');
            return;
        }
    }
    if (empty($_POST['selectedAccount']) && empty($_POST['ContinueAccount'])) {
        $duplicateAccounts = $accountForm->checkForDuplicates('Accounts');
        if (isset($duplicateAccounts)) {
            $xtpl->assign('FORMBODY', $accountForm->buildTableForm($duplicateAccounts));
            $xtpl->parse('main.formnoborder');
            $xtpl->parse('main');
            $xtpl->out('main');
            return;
        }
Exemplo n.º 5
0
 $linked_beans[] = $lead->get_linked_beans('meetings', 'Meeting');
 $linked_beans[] = $lead->get_linked_beans('emails', 'Email');
 $GLOBALS['check_notify'] = FALSE;
 foreach ($_POST as $k => $v) {
     if (is_array($v)) {
         $val = encodeMultienumValue($_POST[$k]);
         $_POST[$k] = $val;
     }
 }
 $formbody = array();
 $sugar_smarty->assign('SAVE_BUTTON_DISPLAY', 'style="display:none;"');
 $sugar_smarty->assign('CANCEL_BUTTON_DISPLAY', 'style="display:none;"');
 if (!isset($_POST['selectedContact']) && !isset($_POST['ContinueContact'])) {
     $duplicateContacts = $contactForm->checkForDuplicates('Contacts');
     if (isset($duplicateContacts)) {
         $sugar_smarty->assign('DUPLICATEFORMBODY', $contactForm->buildTableForm($duplicateContacts, 'Contacts'));
         $selected_menu = 'form';
         echo $sugar_smarty->fetch('modules/Leads/ConvertLead.tpl');
         return;
     }
 }
 if (isset($_POST['newaccount']) && $_POST['newaccount'] == 'on' && empty($_POST['selectedAccount']) && empty($_POST['ContinueAccount'])) {
     $duplicateAccounts = $accountForm->checkForDuplicates('Accounts');
     if (isset($duplicateAccounts)) {
         $sugar_smarty->assign('DUPLICATEFORMBODY', $accountForm->buildTableForm($duplicateAccounts));
         $selected_menu = 'form';
         echo $sugar_smarty->fetch('modules/Leads/ConvertLead.tpl');
         return;
     }
 }
 if (isset($_POST['newopportunity']) && $_POST['newopportunity'] == 'on' && !isset($_POST['selectedOpportunity']) && !isset($_POST['ContinueOpportunity'])) {