983 lines
43 KiB
C#
983 lines
43 KiB
C#
/*
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*
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* (c) Copyright Ascensio System Limited 2010-2018
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*
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* This program is freeware. You can redistribute it and/or modify it under the terms of the GNU
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* General Public License (GPL) version 3 as published by the Free Software Foundation (https://www.gnu.org/copyleft/gpl.html).
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* In accordance with Section 7(a) of the GNU GPL its Section 15 shall be amended to the effect that
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* Ascensio System SIA expressly excludes the warranty of non-infringement of any third-party rights.
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*
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* THIS PROGRAM IS DISTRIBUTED WITHOUT ANY WARRANTY; WITHOUT EVEN THE IMPLIED WARRANTY OF MERCHANTABILITY OR
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* FITNESS FOR A PARTICULAR PURPOSE. For more details, see GNU GPL at https://www.gnu.org/copyleft/gpl.html
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*
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* You can contact Ascensio System SIA by email at sales@onlyoffice.com
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*
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* The interactive user interfaces in modified source and object code versions of ONLYOFFICE must display
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* Appropriate Legal Notices, as required under Section 5 of the GNU GPL version 3.
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*
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* Pursuant to Section 7 § 3(b) of the GNU GPL you must retain the original ONLYOFFICE logo which contains
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* relevant author attributions when distributing the software. If the display of the logo in its graphic
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* form is not reasonably feasible for technical reasons, you must include the words "Powered by ONLYOFFICE"
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* in every copy of the program you distribute.
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* Pursuant to Section 7 § 3(e) we decline to grant you any rights under trademark law for use of our trademarks.
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*
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*/
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using System;
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using System.Collections.Generic;
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using System.Linq;
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using ASC.Api.Core;
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using ASC.Api.CRM;
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using ASC.Common.Web;
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using ASC.Core;
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using ASC.Core.Users;
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using ASC.CRM.ApiModels;
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using ASC.CRM.Core;
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using ASC.CRM.Core.Dao;
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using ASC.CRM.Core.Entities;
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using ASC.CRM.Core.Enums;
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using ASC.MessagingSystem;
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using ASC.Web.Api.Models;
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using ASC.Web.Api.Routing;
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using ASC.Web.Core.Users;
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using ASC.Web.CRM.Classes;
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using ASC.Web.CRM.Services.NotifyService;
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using AutoMapper;
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using Microsoft.AspNetCore.Mvc;
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namespace ASC.CRM.Api
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{
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public class DealsController : BaseApiController
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{
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private readonly DisplayUserSettingsHelper _displayUserSettingsHelper;
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private readonly NotifyClient _notifyClient;
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private readonly ApiContext _apiContext;
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private readonly MessageService _messageService;
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private readonly MessageTarget _messageTarget;
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private readonly SecurityContext _securityContext;
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private readonly CurrencyProvider _currencyProvider;
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private readonly UserManager _userManager;
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private readonly EmployeeWraperHelper _employeeWraperHelper;
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public DealsController(CrmSecurity crmSecurity,
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DaoFactory daoFactory,
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ApiContext apiContext,
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MessageTarget messageTarget,
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MessageService messageService,
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NotifyClient notifyClient,
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CurrencyProvider currencyProvider,
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UserManager userManager,
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EmployeeWraperHelper employeeWraperHelper,
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DisplayUserSettingsHelper displayUserSettingsHelper,
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SecurityContext securityContext,
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IMapper mapper)
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: base(daoFactory, crmSecurity, mapper)
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{
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_apiContext = apiContext;
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_messageTarget = messageTarget;
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_messageService = messageService;
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_notifyClient = notifyClient;
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_currencyProvider = currencyProvider;
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_userManager = userManager;
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_employeeWraperHelper = employeeWraperHelper;
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_displayUserSettingsHelper = displayUserSettingsHelper;
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_securityContext = securityContext;
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}
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/// <summary>
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/// Returns the detailed information about the opportunity with the ID specified in the request
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/// </summary>
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/// <param name="opportunityid">Opportunity ID</param>
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/// <returns>
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/// Opportunity
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/// </returns>
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/// <short>Get opportunity by ID</short>
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/// <category>Opportunities</category>
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///<exception cref="ArgumentException"></exception>
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///<exception cref="ItemNotFoundException"></exception>
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[Read(@"opportunity/{opportunityid:int}")]
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public OpportunityDto GetDealByID(int opportunityid)
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{
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if (opportunityid <= 0) throw new ArgumentException();
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var deal = _daoFactory.GetDealDao().GetByID(opportunityid);
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if (deal == null || !_crmSecurity.CanAccessTo(deal)) throw new ItemNotFoundException();
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return _mapper.Map<OpportunityDto>(deal);
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}
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/// <summary>
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/// Updates the selected opportunity to the stage with the ID specified in the request
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/// </summary>
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/// <param name="opportunityid">Opportunity ID</param>
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/// <param name="stageid">Opportunity stage ID</param>
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/// <returns>
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/// Opportunity
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/// </returns>
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/// <short>Update opportunity stage</short>
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/// <category>Opportunities</category>
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///<exception cref="ArgumentException"></exception>
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///<exception cref="ItemNotFoundException"></exception>
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[Update(@"opportunity/{opportunityid:int}/stage/{id:int}")]
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public OpportunityDto UpdateToDealMilestone(int opportunityid, int stageid)
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{
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if (opportunityid <= 0 || stageid <= 0) throw new ArgumentException();
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var deal = _daoFactory.GetDealDao().GetByID(opportunityid);
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if (deal == null || !_crmSecurity.CanEdit(deal)) throw new ItemNotFoundException();
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var stage = _daoFactory.GetDealMilestoneDao().GetByID(stageid);
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if (stage == null) throw new ItemNotFoundException();
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deal.DealMilestoneID = stageid;
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deal.DealMilestoneProbability = stage.Probability;
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deal.ActualCloseDate = stage.Status != DealMilestoneStatus.Open ? DateTime.UtcNow : DateTime.MinValue;
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_daoFactory.GetDealDao().EditDeal(deal);
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_messageService.Send(MessageAction.OpportunityUpdatedStage, _messageTarget.Create(deal.ID), deal.Title);
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return _mapper.Map<OpportunityDto>(deal);
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}
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/// <summary>
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/// Sets access rights for the selected opportunity with the parameters specified in the request
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/// </summary>
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/// <param name="opportunityid">Opportunity ID</param>
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/// <param name="isPrivate">Opportunity privacy: private or not</param>
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/// <param name="accessList">List of users with access</param>
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/// <short>Set rights to opportunity</short>
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/// <category>Opportunities</category>
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///<exception cref="ArgumentException"></exception>
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///<exception cref="ItemNotFoundException"></exception>
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/// <returns>
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/// Opportunity
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/// </returns>
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[Update(@"opportunity/{opportunityid:int}/access")]
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public OpportunityDto SetAccessToDeal(int opportunityid, bool isPrivate, IEnumerable<Guid> accessList)
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{
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if (opportunityid <= 0) throw new ArgumentException();
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var deal = _daoFactory.GetDealDao().GetByID(opportunityid);
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if (deal == null) throw new ItemNotFoundException();
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if (!(_crmSecurity.IsAdmin || deal.CreateBy == _securityContext.CurrentAccount.ID)) throw _crmSecurity.CreateSecurityException();
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return SetAccessToDeal(deal, isPrivate, accessList, false, true);
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}
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private OpportunityDto SetAccessToDeal(Deal deal, bool isPrivate, IEnumerable<Guid> accessList, bool isNotify, bool isMessageServicSende)
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{
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var accessListLocal = accessList != null ? accessList.Distinct().ToList() : new List<Guid>();
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if (isPrivate && accessListLocal.Count > 0)
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{
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if (isNotify)
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{
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accessListLocal = accessListLocal.Where(u => u != _securityContext.CurrentAccount.ID).ToList();
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_notifyClient.SendAboutSetAccess(EntityType.Opportunity, deal.ID, _daoFactory, accessListLocal.ToArray());
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}
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if (!accessListLocal.Contains(_securityContext.CurrentAccount.ID))
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{
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accessListLocal.Add(_securityContext.CurrentAccount.ID);
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}
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_crmSecurity.SetAccessTo(deal, accessListLocal);
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if (isMessageServicSende)
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{
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var users = _userManager.GetUsers().Where(x => accessListLocal.Contains(x.ID));
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_messageService.Send(MessageAction.OpportunityRestrictedAccess, _messageTarget.Create(deal.ID), deal.Title, users.Select(x => x.DisplayUserName(false, _displayUserSettingsHelper)));
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}
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}
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else
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{
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_crmSecurity.MakePublic(deal);
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if (isMessageServicSende)
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{
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_messageService.Send(MessageAction.OpportunityOpenedAccess, _messageTarget.Create(deal.ID), deal.Title);
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}
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}
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return _mapper.Map<OpportunityDto>(deal);
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}
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/// <summary>
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/// Sets access rights for other users to the list of all opportunities matching the parameters specified in the request
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/// </summary>
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/// <param optional="true" name="responsibleid">Opportunity responsible</param>
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/// <param optional="true" name="opportunityStagesid">Opportunity stage ID</param>
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/// <param optional="true" name="tags">Tags</param>
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/// <param optional="true" name="contactid">Contact ID</param>
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/// <param optional="true" name="contactAlsoIsParticipant">Participation status: take into account opportunities where the contact is a participant or not</param>
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/// <param optional="true" name="fromDate">Start date</param>
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/// <param optional="true" name="toDate">End date</param>
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/// <param optional="true" name="stageType" remark="Allowed values: {Open, ClosedAndWon, ClosedAndLost}">Opportunity stage type</param>
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/// <param name="isPrivate">Opportunity privacy: private or not</param>
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/// <param name="accessList">List of users with access</param>
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/// <short>Set opportunity access rights</short>
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/// <category>Opportunities</category>
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/// <exception cref="ArgumentException"></exception>
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/// <exception cref="ItemNotFoundException"></exception>
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/// <returns>
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/// Opportunity list
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/// </returns>
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[Update(@"opportunity/filter/access")]
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public IEnumerable<OpportunityDto> SetAccessToBatchDeal([FromForm] SetAccessToBatchDealByFilterRequestDto inDto)
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{
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var responsibleid = inDto.Responsibleid;
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var opportunityStagesid = inDto.OpportunityStagesid;
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var contactid = inDto.Contactid;
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var tags = inDto.Tags;
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var stageType = inDto.StageType;
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var contactAlsoIsParticipant = inDto.ContactAlsoIsParticipant;
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var fromDate = inDto.FromDate;
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var toDate = inDto.ToDate;
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var isPrivate = inDto.isPrivate;
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var accessList = inDto.AccessList;
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var result = new List<Deal>();
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var deals = _daoFactory.GetDealDao()
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.GetDeals(_apiContext.FilterValue,
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responsibleid,
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opportunityStagesid,
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tags,
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contactid,
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stageType,
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contactAlsoIsParticipant,
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fromDate, toDate, 0, 0, null);
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if (!deals.Any()) return Enumerable.Empty<OpportunityDto>();
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foreach (var deal in deals)
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{
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if (deal == null) throw new ItemNotFoundException();
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if (!(_crmSecurity.IsAdmin || deal.CreateBy == _securityContext.CurrentAccount.ID)) continue;
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SetAccessToDeal(deal.ID, isPrivate, accessList);
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result.Add(deal);
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}
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return ToListOpportunityDto(result);
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}
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/// <summary>
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/// Sets access rights for other users to the list of opportunities with the IDs specified in the request
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/// </summary>
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/// <param name="opportunityid">Opportunity ID list</param>
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/// <param name="isPrivate">Opportunity privacy: private or not</param>
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/// <param name="accessList">List of users with access</param>
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/// <short>Set opportunity access rights</short>
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/// <category>Opportunities</category>
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/// <exception cref="ArgumentException"></exception>
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/// <exception cref="ItemNotFoundException"></exception>
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/// <returns>
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/// Opportunity list
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/// </returns>
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[Update(@"opportunity/access")]
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public IEnumerable<OpportunityDto> SetAccessToBatchDeal(SetAccessToBatchDealRequestDto inDto)
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{
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var opportunityid = inDto.Opportunityid;
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var isPrivate = inDto.isPrivate;
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var accessList = inDto.AccessList;
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if (opportunityid == null) throw new ArgumentException();
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var result = new List<Deal>();
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var deals = _daoFactory.GetDealDao().GetDeals(opportunityid.ToArray());
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if (!deals.Any()) return new List<OpportunityDto>();
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foreach (var d in deals)
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{
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if (d == null) throw new ItemNotFoundException();
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if (!(_crmSecurity.IsAdmin || d.CreateBy == _securityContext.CurrentAccount.ID)) continue;
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SetAccessToDeal(d, isPrivate, accessList, false, true);
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result.Add(d);
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}
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return ToListOpportunityDto(result);
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}
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/// <summary>
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/// Deletes the group of opportunities with the IDs specified in the request
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/// </summary>
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/// <param name="opportunityids">Opportunity ID list</param>
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/// <exception cref="ArgumentException"></exception>
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/// <exception cref="ItemNotFoundException"></exception>
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/// <short>Delete opportunity group</short>
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/// <category>Opportunities</category>
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/// <returns>
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/// Opportunity list
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/// </returns>
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[Update(@"opportunity")]
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public IEnumerable<OpportunityDto> DeleteBatchDeals(IEnumerable<int> opportunityids)
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{
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if (opportunityids == null || !opportunityids.Any()) throw new ArgumentException();
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var opportunities = _daoFactory.GetDealDao().DeleteBatchDeals(opportunityids.ToArray());
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_messageService.Send(MessageAction.OpportunitiesDeleted, _messageTarget.Create(opportunityids), opportunities.Select(o => o.Title));
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return ToListOpportunityDto(opportunities);
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}
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/// <summary>
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/// Deletes the list of all opportunities matching the parameters specified in the request
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/// </summary>
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/// <param optional="true" name="responsibleid">Opportunity responsible</param>
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/// <param optional="true" name="opportunityStagesid">Opportunity stage ID</param>
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/// <param optional="true" name="tags">Tags</param>
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/// <param optional="true" name="contactid">Contact ID</param>
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/// <param optional="true" name="contactAlsoIsParticipant">Participation status: take into account opportunities where the contact is a participant or not</param>
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/// <param optional="true" name="fromDate">Start date</param>
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/// <param optional="true" name="toDate">End date</param>
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/// <param optional="true" name="stageType" remark="Allowed values: {Open, ClosedAndWon, ClosedAndLost}">Opportunity stage type</param>
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/// <exception cref="ArgumentException"></exception>
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/// <exception cref="ItemNotFoundException"></exception>
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/// <short>Delete opportunity group</short>
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/// <category>Opportunities</category>
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/// <returns>
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/// Opportunity list
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/// </returns>
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[Delete(@"opportunity/filter")]
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public IEnumerable<OpportunityDto> DeleteBatchDeals(
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Guid responsibleid,
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int opportunityStagesid,
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IEnumerable<string> tags,
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int contactid,
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DealMilestoneStatus? stageType,
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bool? contactAlsoIsParticipant,
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ApiDateTime fromDate,
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ApiDateTime toDate)
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{
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var deals = _daoFactory.GetDealDao().GetDeals(_apiContext.FilterValue,
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responsibleid,
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opportunityStagesid,
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tags,
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contactid,
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stageType,
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contactAlsoIsParticipant,
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fromDate, toDate, 0, 0, null);
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if (!deals.Any()) return Enumerable.Empty<OpportunityDto>();
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deals = _daoFactory.GetDealDao().DeleteBatchDeals(deals);
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_messageService.Send(MessageAction.OpportunitiesDeleted, _messageTarget.Create(deals.Select(x => x.ID)), deals.Select(d => d.Title));
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return ToListOpportunityDto(deals);
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}
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/// <summary>
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/// Returns the list of all opportunities matching the parameters specified in the request
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/// </summary>
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/// <param optional="true" name="responsibleid">Opportunity responsible</param>
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/// <param optional="true" name="opportunityStagesid">Opportunity stage ID</param>
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/// <param optional="true" name="tags">Tags</param>
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/// <param optional="true" name="contactid">Contact ID</param>
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/// <param optional="true" name="contactAlsoIsParticipant">Participation status: take into account opportunities where the contact is a participant or not</param>
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/// <param optional="true" name="fromDate">Start date</param>
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/// <param optional="true" name="toDate">End date</param>
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/// <param optional="true" name="stageType" remark="Allowed values: {Open, ClosedAndWon, ClosedAndLost}">Opportunity stage type</param>
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/// <short>Get opportunity list</short>
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/// <category>Opportunities</category>
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/// <returns>
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/// Opportunity list
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/// </returns>
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[Read(@"opportunity/filter")]
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public IEnumerable<OpportunityDto> GetDeals(
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[FromQuery] Guid responsibleid,
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[FromQuery] int opportunityStagesid,
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[FromQuery] IEnumerable<string> tags,
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[FromQuery] int contactid,
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[FromQuery] DealMilestoneStatus? stageType,
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[FromQuery] bool? contactAlsoIsParticipant,
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[FromQuery] ApiDateTime fromDate,
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[FromQuery] ApiDateTime toDate)
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{
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DealSortedByType dealSortedByType;
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IEnumerable<OpportunityDto> result;
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var searchString = _apiContext.FilterValue;
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OrderBy dealsOrderBy;
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if (ASC.CRM.Classes.EnumExtension.TryParse(_apiContext.SortBy, true, out dealSortedByType))
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{
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dealsOrderBy = new OrderBy(dealSortedByType, !_apiContext.SortDescending);
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}
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else if (string.IsNullOrEmpty(_apiContext.SortBy))
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{
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dealsOrderBy = new OrderBy(DealSortedByType.Stage, true);
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}
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else
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{
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dealsOrderBy = null;
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}
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var fromIndex = (int)_apiContext.StartIndex;
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var count = (int)_apiContext.Count;
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if (dealsOrderBy != null)
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{
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result = ToListOpportunityDto(_daoFactory.GetDealDao().GetDeals(
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searchString,
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responsibleid,
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opportunityStagesid,
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tags,
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contactid,
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stageType,
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contactAlsoIsParticipant,
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fromDate,
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toDate,
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fromIndex,
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count,
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dealsOrderBy)).ToList();
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_apiContext.SetDataPaginated();
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_apiContext.SetDataFiltered();
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_apiContext.SetDataSorted();
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}
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else
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{
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result = ToListOpportunityDto(_daoFactory.GetDealDao().GetDeals(
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searchString,
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responsibleid,
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opportunityStagesid,
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tags,
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contactid,
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stageType,
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contactAlsoIsParticipant,
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fromDate,
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toDate,
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0, 0, null)).ToList();
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}
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|
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int totalCount;
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if (result.Count() < count)
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{
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totalCount = fromIndex + result.Count();
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}
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else
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{
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totalCount = _daoFactory
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.GetDealDao()
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.GetDealsCount(searchString,
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responsibleid,
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opportunityStagesid,
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tags,
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contactid,
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stageType,
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contactAlsoIsParticipant,
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fromDate,
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toDate);
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|
}
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_apiContext.SetTotalCount(totalCount);
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|
|
return result;
|
|
}
|
|
|
|
/// <summary>
|
|
/// Deletes the opportunity with the ID specified in the request
|
|
/// </summary>
|
|
/// <param name="opportunityid">Opportunity ID</param>
|
|
/// <short>Delete opportunity</short>
|
|
/// <category>Opportunities</category>
|
|
///<exception cref="ArgumentException"></exception>
|
|
///<exception cref="ItemNotFoundException"></exception>
|
|
/// <returns>
|
|
/// Opportunity
|
|
/// </returns>
|
|
[Delete(@"opportunity/{opportunityid:int}")]
|
|
public OpportunityDto DeleteDeal(int opportunityid)
|
|
{
|
|
if (opportunityid <= 0) throw new ArgumentException();
|
|
|
|
var deal = _daoFactory.GetDealDao().DeleteDeal(opportunityid);
|
|
if (deal == null) throw new ItemNotFoundException();
|
|
|
|
_messageService.Send(MessageAction.OpportunityDeleted, _messageTarget.Create(deal.ID), deal.Title);
|
|
|
|
return _mapper.Map<OpportunityDto>(deal);
|
|
}
|
|
|
|
/// <summary>
|
|
/// Creates the opportunity with the parameters specified in the request
|
|
/// </summary>
|
|
/// <short>Create opportunity</short>
|
|
/// <param name="contactid">Opportunity primary contact</param>
|
|
/// <param optional="true" name="members">Participants</param>
|
|
/// <param name="title">Opportunity title</param>
|
|
/// <param optional="true" name="description">Opportunity description</param>
|
|
/// <param name="responsibleid">Opportunity responsible</param>
|
|
/// <param name="bidType" remark="Allowed values: FixedBid, PerHour, PerDay,PerWeek, PerMonth, PerYear">Bid</param>
|
|
/// <param optional="true" name="bidValue">Amount of transaction</param>
|
|
/// <param name="bidCurrencyAbbr">Currency (Abbreviation)</param>
|
|
/// <param name="perPeriodValue">Period</param>
|
|
/// <param name="stageid">Stage ID</param>
|
|
/// <param optional="true" name="successProbability">Opportunity success probability</param>
|
|
/// <param optional="true" name="actualCloseDate">Actual opportunity closure date</param>
|
|
/// <param optional="true" name="expectedCloseDate">Expected opportunity closure date</param>
|
|
/// <param optional="true" name="customFieldList">User field list</param>
|
|
/// <param name="isPrivate">Opportunity privacy: private or not</param>
|
|
/// <param optional="true" name="accessList">List of users with access to the opportunity</param>
|
|
/// <param name="isNotify" optional="true">Notify users in accessList about the opportunity</param>
|
|
/// <category>Opportunities</category>
|
|
/// <returns>
|
|
/// Opportunity
|
|
/// </returns>
|
|
///<exception cref="ArgumentException"></exception>
|
|
[Create(@"opportunity")]
|
|
public OpportunityDto CreateDeal(CreateOrUpdateDealRequestDto inDto)
|
|
{
|
|
|
|
var title = inDto.Title;
|
|
var description = inDto.Description;
|
|
var responsibleid = inDto.Responsibleid;
|
|
var bidType = inDto.BidType;
|
|
var bidValue = inDto.BidValue;
|
|
var perPeriodValue = inDto.PerPeriodValue;
|
|
var stageid = inDto.Stageid;
|
|
var successProbability = inDto.SuccessProbability;
|
|
var contactid = inDto.Contactid;
|
|
var actualCloseDate = inDto.ActualCloseDate;
|
|
var expectedCloseDate = inDto.ExpectedCloseDate;
|
|
var bidCurrencyAbbr = inDto.BidCurrencyAbbr;
|
|
var isPrivate = inDto.isPrivate;
|
|
var isNotify = inDto.isNotify;
|
|
var accessList = inDto.AccessList;
|
|
var customFieldList = inDto.CustomFieldList;
|
|
var members = inDto.Members;
|
|
|
|
var deal = new Deal
|
|
{
|
|
Title = title,
|
|
Description = description,
|
|
ResponsibleID = responsibleid,
|
|
BidType = bidType,
|
|
BidValue = bidValue,
|
|
PerPeriodValue = perPeriodValue,
|
|
DealMilestoneID = stageid,
|
|
DealMilestoneProbability = successProbability < 0 ? 0 : (successProbability > 100 ? 100 : successProbability),
|
|
ContactID = contactid,
|
|
ActualCloseDate = actualCloseDate,
|
|
ExpectedCloseDate = expectedCloseDate,
|
|
BidCurrency = !String.IsNullOrEmpty(bidCurrencyAbbr) ? bidCurrencyAbbr.ToUpper() : null,
|
|
};
|
|
|
|
_crmSecurity.DemandCreateOrUpdate(deal);
|
|
|
|
deal.ID = _daoFactory.GetDealDao().CreateNewDeal(deal);
|
|
|
|
deal.CreateBy = _securityContext.CurrentAccount.ID;
|
|
deal.CreateOn = DateTime.UtcNow;
|
|
|
|
SetAccessToDeal(deal, isPrivate, accessList, isNotify, false);
|
|
|
|
var membersList = members != null ? members.ToList() : new List<int>();
|
|
|
|
if (deal.ContactID > 0)
|
|
membersList.Add(deal.ContactID);
|
|
|
|
if (membersList.Any())
|
|
{
|
|
var contacts = _daoFactory.GetContactDao().GetContacts(membersList.ToArray()).Where(_crmSecurity.CanAccessTo).ToList();
|
|
membersList = contacts.Select(m => m.ID).ToList();
|
|
_daoFactory.GetDealDao().SetMembers(deal.ID, membersList.ToArray());
|
|
}
|
|
|
|
if (customFieldList != null)
|
|
{
|
|
var existingCustomFieldList = _daoFactory.GetCustomFieldDao().GetFieldsDescription(EntityType.Opportunity).Select(fd => fd.ID).ToList();
|
|
foreach (var field in customFieldList)
|
|
{
|
|
if (string.IsNullOrEmpty(field.Value) || !existingCustomFieldList.Contains(field.Key)) continue;
|
|
_daoFactory.GetCustomFieldDao().SetFieldValue(EntityType.Opportunity, deal.ID, field.Key, field.Value);
|
|
}
|
|
}
|
|
|
|
return _mapper.Map<OpportunityDto>(deal);
|
|
}
|
|
|
|
/// <summary>
|
|
/// Updates the selected opportunity with the parameters specified in the request
|
|
/// </summary>
|
|
/// <short>Update opportunity</short>
|
|
///<param name="opportunityid">Opportunity ID</param>
|
|
///<param name="contactid">Opportunity primary contact</param>
|
|
/// <param optional="true" name="members">Participants</param>
|
|
/// <param name="title">Opportunity title</param>
|
|
/// <param optional="true" name="description">Opportunity description</param>
|
|
/// <param name="responsibleid">Opportunity responsible</param>
|
|
/// <param name="bidType" remark="Allowed values: FixedBid, PerHour, PerDay,PerWeek, PerMonth, PerYear">Bid</param>
|
|
/// <param optional="true" name="bidValue">Amount of transaction</param>
|
|
/// <param optional="true" name="bidCurrencyAbbr">Currency (Abbreviation)</param>
|
|
/// <param name="perPeriodValue">Period</param>
|
|
/// <param name="stageid">Stage ID</param>
|
|
/// <param optional="true" name="successProbability">Opportunity success probability</param>
|
|
/// <param optional="true" name="actualCloseDate">Actual opportunity closure date</param>
|
|
/// <param optional="true" name="expectedCloseDate">Expected opportunity closure date</param>
|
|
/// <param optional="true" name="customFieldList">User field list</param>
|
|
/// <param name="isPrivate">Opportunity privacy: private or not</param>
|
|
/// <param optional="true" name="accessList">List of users with access to the opportunity</param>
|
|
/// <param name="isNotify" optional="true">Notify users in accessList about the opportunity</param>
|
|
/// <category>Opportunities</category>
|
|
/// <returns>
|
|
/// Opportunity
|
|
/// </returns>
|
|
///<exception cref="ArgumentException"></exception>
|
|
[Update(@"opportunity/{opportunityid:int}")]
|
|
public OpportunityDto UpdateDeal(
|
|
int opportunityid, CreateOrUpdateDealRequestDto inDto)
|
|
{
|
|
|
|
var title = inDto.Title;
|
|
var description = inDto.Description;
|
|
var responsibleid = inDto.Responsibleid;
|
|
var bidType = inDto.BidType;
|
|
var bidValue = inDto.BidValue;
|
|
var perPeriodValue = inDto.PerPeriodValue;
|
|
var stageid = inDto.Stageid;
|
|
var successProbability = inDto.SuccessProbability;
|
|
var contactid = inDto.Contactid;
|
|
var actualCloseDate = inDto.ActualCloseDate;
|
|
var expectedCloseDate = inDto.ExpectedCloseDate;
|
|
var bidCurrencyAbbr = inDto.BidCurrencyAbbr;
|
|
var isPrivate = inDto.isPrivate;
|
|
var isNotify = inDto.isNotify;
|
|
var accessList = inDto.AccessList;
|
|
var customFieldList = inDto.CustomFieldList;
|
|
var members = inDto.Members;
|
|
|
|
var deal = _daoFactory.GetDealDao().GetByID(opportunityid);
|
|
if (deal == null) throw new ItemNotFoundException();
|
|
|
|
deal.Title = title;
|
|
deal.Description = description;
|
|
deal.ResponsibleID = responsibleid;
|
|
deal.BidType = bidType;
|
|
deal.BidValue = bidValue;
|
|
deal.PerPeriodValue = perPeriodValue;
|
|
deal.DealMilestoneID = stageid;
|
|
deal.DealMilestoneProbability = successProbability < 0 ? 0 : (successProbability > 100 ? 100 : successProbability);
|
|
deal.ContactID = contactid;
|
|
deal.ActualCloseDate = actualCloseDate;
|
|
deal.ExpectedCloseDate = expectedCloseDate;
|
|
deal.BidCurrency = !String.IsNullOrEmpty(bidCurrencyAbbr) ? bidCurrencyAbbr.ToUpper() : null;
|
|
|
|
_crmSecurity.DemandCreateOrUpdate(deal);
|
|
|
|
_daoFactory.GetDealDao().EditDeal(deal);
|
|
|
|
deal = _daoFactory.GetDealDao().GetByID(opportunityid);
|
|
|
|
var membersList = members != null ? members.ToList() : new List<int>();
|
|
if (membersList.Any())
|
|
{
|
|
var contacts = _daoFactory.GetContactDao().GetContacts(membersList.ToArray()).Where(_crmSecurity.CanAccessTo).ToList();
|
|
membersList = contacts.Select(m => m.ID).ToList();
|
|
|
|
_daoFactory.GetDealDao().SetMembers(deal.ID, membersList.ToArray());
|
|
}
|
|
|
|
|
|
if (_crmSecurity.IsAdmin || deal.CreateBy == _securityContext.CurrentAccount.ID)
|
|
{
|
|
SetAccessToDeal(deal, isPrivate, accessList, isNotify, false);
|
|
}
|
|
|
|
if (customFieldList != null)
|
|
{
|
|
var existingCustomFieldList = _daoFactory.GetCustomFieldDao().GetFieldsDescription(EntityType.Opportunity).Select(fd => fd.ID).ToList();
|
|
foreach (var field in customFieldList)
|
|
{
|
|
if (string.IsNullOrEmpty(field.Value) || !existingCustomFieldList.Contains(field.Key)) continue;
|
|
_daoFactory.GetCustomFieldDao().SetFieldValue(EntityType.Opportunity, deal.ID, field.Key, field.Value);
|
|
}
|
|
}
|
|
|
|
return _mapper.Map<OpportunityDto>(deal);
|
|
}
|
|
|
|
/// <summary>
|
|
/// Returns the list of all contacts associated with the opportunity with the ID specified in the request
|
|
/// </summary>
|
|
/// <param name="opportunityid">Opportunity ID</param>
|
|
/// <short>Get all opportunity contacts</short>
|
|
/// <category>Opportunities</category>
|
|
/// <returns>Contact list</returns>
|
|
///<exception cref="ArgumentException"></exception>
|
|
///<exception cref="ItemNotFoundException"></exception>
|
|
[Read(@"opportunity/{opportunityid:int}/contact")]
|
|
public IEnumerable<ContactDto> GetDealMembers(int opportunityid)
|
|
{
|
|
var opportunity = _daoFactory.GetDealDao().GetByID(opportunityid);
|
|
|
|
if (opportunity == null || !_crmSecurity.CanAccessTo(opportunity)) throw new ItemNotFoundException();
|
|
|
|
var contactIDs = _daoFactory.GetDealDao().GetMembers(opportunityid);
|
|
|
|
if (contactIDs == null) return new List<ContactDto>();
|
|
|
|
var contacts = _daoFactory.GetContactDao().GetContacts(contactIDs);
|
|
|
|
var result = _mapper.Map<List<Core.Entities.Contact>, List<ContactDto>>(contacts);
|
|
|
|
result.ForEach(item => { if (item.Id == opportunity.ContactID) item.CanEdit = false; });
|
|
|
|
return result;
|
|
}
|
|
|
|
/// <summary>
|
|
/// Adds the selected contact to the opportunity with the ID specified in the request
|
|
/// </summary>
|
|
/// <param name="opportunityid">Opportunity ID</param>
|
|
/// <param name="contactid">Contact ID</param>
|
|
/// <short>Add opportunity contact</short>
|
|
/// <category>Opportunities</category>
|
|
/// <exception cref="ArgumentException"></exception>
|
|
/// <returns>
|
|
/// Participant
|
|
/// </returns>
|
|
[Create(@"opportunity/{opportunityid:int}/contact/{contactid:int}")]
|
|
public ContactDto AddMemberToDeal([FromRoute] int opportunityid, [FromRoute] int contactid)
|
|
{
|
|
if (opportunityid <= 0 || contactid <= 0) throw new ArgumentException();
|
|
|
|
var opportunity = _daoFactory.GetDealDao().GetByID(opportunityid);
|
|
if (opportunity == null || !_crmSecurity.CanAccessTo(opportunity)) throw new ItemNotFoundException();
|
|
|
|
var contact = _daoFactory.GetContactDao().GetByID(contactid);
|
|
if (contact == null || !_crmSecurity.CanAccessTo(contact)) throw new ItemNotFoundException();
|
|
|
|
var result = _mapper.Map<ContactDto>(contact);
|
|
|
|
_daoFactory.GetDealDao().AddMember(opportunityid, contactid);
|
|
|
|
var messageAction = contact is Company ? MessageAction.OpportunityLinkedCompany : MessageAction.OpportunityLinkedPerson;
|
|
_messageService.Send(messageAction, _messageTarget.Create(opportunity.ID), opportunity.Title, contact.GetTitle());
|
|
|
|
return result;
|
|
}
|
|
|
|
/// <summary>
|
|
/// Deletes the selected contact from the opportunity with the ID specified in the request
|
|
/// </summary>
|
|
/// <param name="opportunityid">Opportunity ID</param>
|
|
/// <param name="contactid">Contact ID</param>
|
|
/// <short>Delete opportunity contact</short>
|
|
/// <category>Opportunities</category>
|
|
/// <exception cref="ArgumentException"></exception>
|
|
/// <exception cref="ItemNotFoundException"></exception>
|
|
/// <returns>
|
|
/// Participant
|
|
/// </returns>
|
|
[Delete(@"opportunity/{opportunityid:int}/contact/{contactid:int}")]
|
|
public ContactDto DeleteMemberFromDeal(int opportunityid, int contactid)
|
|
{
|
|
if ((opportunityid <= 0) || (contactid <= 0)) throw new ArgumentException();
|
|
|
|
var opportunity = _daoFactory.GetDealDao().GetByID(opportunityid);
|
|
if (opportunity == null || !_crmSecurity.CanAccessTo(opportunity)) throw new ItemNotFoundException();
|
|
|
|
var contact = _daoFactory.GetContactDao().GetByID(contactid);
|
|
if (contact == null || !_crmSecurity.CanAccessTo(contact)) throw new ItemNotFoundException();
|
|
|
|
var result = _mapper.Map<ContactDto>(contact);
|
|
|
|
_daoFactory.GetDealDao().RemoveMember(opportunityid, contactid);
|
|
|
|
var messageAction = contact is Company ? MessageAction.OpportunityUnlinkedCompany : MessageAction.OpportunityUnlinkedPerson;
|
|
_messageService.Send(messageAction, _messageTarget.Create(opportunity.ID), opportunity.Title, contact.GetTitle());
|
|
|
|
return result;
|
|
}
|
|
|
|
/// <summary>
|
|
/// Returns the list of 30 opportunities in the CRM module with prefix
|
|
/// </summary>
|
|
/// <param optional="true" name="prefix"></param>
|
|
/// <param optional="true" name="contactID"></param>
|
|
/// <param optional="true" name="internalSearch"></param>
|
|
/// <category>Opportunities</category>
|
|
/// <returns>
|
|
/// Opportunities list
|
|
/// </returns>
|
|
/// <visible>false</visible>
|
|
[Read(@"opportunity/byprefix")]
|
|
public IEnumerable<OpportunityDto> GetDealsByPrefix(string prefix, int contactID, bool internalSearch = true)
|
|
{
|
|
var result = new List<OpportunityDto>();
|
|
|
|
if (contactID > 0 && internalSearch)
|
|
{
|
|
var findedDeals = _daoFactory.GetDealDao().GetDealsByContactID(contactID);
|
|
foreach (var item in findedDeals)
|
|
{
|
|
if (item.Title.IndexOf(prefix, StringComparison.Ordinal) != -1)
|
|
{
|
|
result.Add(_mapper.Map<OpportunityDto>(item));
|
|
}
|
|
}
|
|
|
|
_apiContext.SetTotalCount(result.Count);
|
|
}
|
|
else
|
|
{
|
|
const int maxItemCount = 30;
|
|
var findedDeals = _daoFactory.GetDealDao().GetDealsByPrefix(prefix, 0, maxItemCount, contactID, internalSearch);
|
|
foreach (var item in findedDeals)
|
|
{
|
|
result.Add(_mapper.Map<OpportunityDto>(item));
|
|
}
|
|
}
|
|
|
|
return result;
|
|
}
|
|
|
|
/// <summary>
|
|
/// Returns the list of all contact opportunities
|
|
/// </summary>
|
|
/// <param optional="true" name="contactid">Contact ID</param>
|
|
/// <short>Get opportunity list</short>
|
|
/// <category>Opportunities</category>
|
|
/// <returns>
|
|
/// Opportunity list
|
|
/// </returns>
|
|
[Read(@"opportunity/bycontact/{contactid:int}")]
|
|
public IEnumerable<OpportunityDto> GetDeals(int contactid)
|
|
{
|
|
var deals = _daoFactory.GetDealDao().GetDealsByContactID(contactid);
|
|
return ToListOpportunityDto(deals);
|
|
}
|
|
|
|
/// <visible>false</visible>
|
|
[Update(@"opportunity/{opportunityid:int}/creationdate")]
|
|
public void SetDealCreationDate(int opportunityid, ApiDateTime creationDate)
|
|
{
|
|
var dao = _daoFactory.GetDealDao();
|
|
var opportunity = dao.GetByID(opportunityid);
|
|
|
|
if (opportunity == null || !_crmSecurity.CanAccessTo(opportunity))
|
|
throw new ItemNotFoundException();
|
|
|
|
dao.SetDealCreationDate(opportunityid, creationDate);
|
|
}
|
|
|
|
/// <visible>false</visible>
|
|
[Update(@"opportunity/{opportunityid:int}/lastmodifeddate")]
|
|
public void SetDealLastModifedDate(int opportunityid, ApiDateTime lastModifedDate)
|
|
{
|
|
var dao = _daoFactory.GetDealDao();
|
|
var opportunity = dao.GetByID(opportunityid);
|
|
|
|
if (opportunity == null || !_crmSecurity.CanAccessTo(opportunity))
|
|
throw new ItemNotFoundException();
|
|
|
|
dao.SetDealLastModifedDate(opportunityid, lastModifedDate);
|
|
}
|
|
|
|
|
|
private IEnumerable<OpportunityDto> ToListOpportunityDto(ICollection<Deal> deals)
|
|
{
|
|
if (deals == null || deals.Count == 0) return new List<OpportunityDto>();
|
|
|
|
var result = new List<OpportunityDto>();
|
|
|
|
var contactIDs = new List<int>();
|
|
var dealIDs = new List<int>();
|
|
var dealMilestoneIDs = new List<int>();
|
|
|
|
foreach (var deal in deals)
|
|
{
|
|
contactIDs.Add(deal.ContactID);
|
|
dealIDs.Add(deal.ID);
|
|
dealMilestoneIDs.Add(deal.DealMilestoneID);
|
|
}
|
|
|
|
dealMilestoneIDs = dealMilestoneIDs.Distinct().ToList();
|
|
|
|
var contacts = new Dictionary<int, ContactBaseDto>();
|
|
|
|
var customFields = _daoFactory.GetCustomFieldDao().GetEnityFields(EntityType.Opportunity, dealIDs.ToArray())
|
|
.GroupBy(item => item.EntityID)
|
|
.ToDictionary(item => item.Key, item => item.Select(x => _mapper.Map<CustomFieldBaseDto>(x)));
|
|
|
|
var dealMilestones = _daoFactory.GetDealMilestoneDao().GetAll(dealMilestoneIDs.ToArray())
|
|
.ToDictionary(item => item.ID, item => new DealMilestoneBaseDto(item));
|
|
|
|
|
|
var dealMembers = _daoFactory.GetDealDao().GetMembers(dealIDs.ToArray());
|
|
|
|
foreach (var value in dealMembers.Values)
|
|
{
|
|
contactIDs.AddRange(value);
|
|
}
|
|
|
|
contactIDs = contactIDs.Distinct().ToList();
|
|
|
|
if (contactIDs.Count > 0)
|
|
{
|
|
_daoFactory.GetContactDao().GetContacts(contactIDs.ToArray()).ForEach(item =>
|
|
{
|
|
if (item == null) return;
|
|
contacts.Add(item.ID, _mapper.Map<ContactBaseDto>(item));
|
|
});
|
|
}
|
|
|
|
foreach (var deal in deals)
|
|
{
|
|
var dealDto = _mapper.Map<OpportunityDto>(deal);
|
|
|
|
if (contacts.ContainsKey(deal.ContactID))
|
|
{
|
|
dealDto.Contact = contacts[deal.ContactID];
|
|
}
|
|
|
|
dealDto.CustomFields = customFields.ContainsKey(deal.ID)
|
|
? customFields[deal.ID]
|
|
: new List<CustomFieldBaseDto>();
|
|
|
|
dealDto.Members = dealMembers.ContainsKey(dealDto.Id)
|
|
? dealMembers[dealDto.Id].Where(contacts.ContainsKey).Select(item => contacts[item])
|
|
: new List<ContactBaseDto>();
|
|
|
|
if (dealMilestones.ContainsKey(deal.DealMilestoneID))
|
|
{
|
|
dealDto.Stage = dealMilestones[deal.DealMilestoneID];
|
|
}
|
|
|
|
dealDto.IsPrivate = _crmSecurity.IsPrivate(deal);
|
|
|
|
if (dealDto.IsPrivate)
|
|
{
|
|
dealDto.AccessList = _crmSecurity.GetAccessSubjectTo(deal).Select(item => _employeeWraperHelper.Get(item.Key));
|
|
}
|
|
|
|
if (!string.IsNullOrEmpty(deal.BidCurrency))
|
|
{
|
|
dealDto.BidCurrency = _mapper.Map<CurrencyInfoDto>(_currencyProvider.Get(deal.BidCurrency));
|
|
}
|
|
|
|
result.Add(dealDto);
|
|
}
|
|
|
|
return result;
|
|
}
|
|
}
|
|
} |