/****************************************************************************** * Product: Adempiere ERP & CRM Smart Business Solution * * Copyright (C) 1999-2006 ComPiere, Inc. All Rights Reserved. * * This program is free software; you can redistribute it and/or modify it * * under the terms version 2 of the GNU General Public License as published * * by the Free Software Foundation. This program is distributed in the hope * * that it will be useful, but WITHOUT ANY WARRANTY; without even the implied * * warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. * * See the GNU General Public License for more details. * * You should have received a copy of the GNU General Public License along * * with this program; if not, write to the Free Software Foundation, Inc., * * 59 Temple Place, Suite 330, Boston, MA 02111-1307 USA. * * For the text or an alternative of this public license, you may reach us * * ComPiere, Inc., 2620 Augustine Dr. #245, Santa Clara, CA 95054, USA * * or via info@compiere.org or http://www.compiere.org/license.html * *****************************************************************************/ package org.compiere.process; import java.math.BigDecimal; import java.sql.Timestamp; import java.util.List; import org.adempiere.exceptions.FillMandatoryException; import org.compiere.model.I_C_ContactActivity; import org.compiere.model.MBPartner; import org.compiere.model.MBPartnerLocation; import org.compiere.model.MLocation; import org.compiere.model.MOpportunity; import org.compiere.model.MProcessPara; import org.compiere.model.MUser; import org.compiere.model.PO; import org.compiere.model.Query; import org.compiere.model.X_C_ContactActivity; import org.compiere.util.AdempiereUserError; import org.compiere.util.DB; import org.compiere.util.Env; import org.compiere.util.Util; /** * * Convert lead into business partner and opportunity * @author Paul Bowden, Adaxa Pty Ltd * */ @org.adempiere.base.annotation.Process public class ConvertLead extends SvrProcess { private boolean p_createOpportunity = true; private BigDecimal p_opportunityAmt = null; private int p_AD_User_ID = 0; private Timestamp p_expectedCloseDate = null; private int p_C_SalesStage_ID = 0; private String p_Description = null; private int p_C_Currency_ID = 0; private int p_SalesRep_ID = 0; @Override protected String doIt() throws Exception { if (p_AD_User_ID <= 0) throw new FillMandatoryException("AD_User_ID"); MUser lead = new MUser(getCtx(), p_AD_User_ID, get_TrxName()); if (!lead.isSalesLead() && !lead.isVendorLead() && lead.getC_BPartner_ID() != 0) throw new AdempiereUserError("Lead already converted"); MBPartner bp = MBPartner.getTemplate(getCtx(), Env.getAD_Client_ID(getCtx())); bp.set_TrxName(get_TrxName()); if ( !Util.isEmpty(lead.getBPName()) ) bp.setName(lead.getBPName()); else bp.setName(lead.getName()); bp.setIsActive(true); bp.setIsCustomer(lead.isSalesLead()); bp.setIsVendor(lead.isVendorLead()); bp.saveEx(); addBufferLog(bp.getC_BPartner_ID(), null, null, "@C_BPartner_ID@ @Created@", MBPartner.Table_ID, bp.getC_BPartner_ID()); lead.setC_BPartner_ID(bp.getC_BPartner_ID()); if (lead.getC_Location_ID() != 0) { MLocation leadAddress = (MLocation) lead.getC_Location(); MBPartnerLocation loc = new MBPartnerLocation(bp); MLocation address = new MLocation(getCtx(), 0, get_TrxName()); PO.copyValues(leadAddress, address); address.saveEx(); loc.setC_Location_ID(address.getC_Location_ID()); loc.setPhone(lead.getPhone()); loc.setPhone2(lead.getPhone2()); loc.setFax(lead.getFax()); loc.saveEx(); lead.setC_BPartner_Location_ID(loc.getC_BPartner_Location_ID()); addLog("@C_BPartner_Location_ID@ @Created@"); } // company address if (lead.getBP_Location_ID() != 0) { MLocation leadAddress = (MLocation) lead.getBP_Location(); MBPartnerLocation loc = new MBPartnerLocation(bp); MLocation address = new MLocation(getCtx(), 0, get_TrxName()); PO.copyValues(leadAddress, address); address.saveEx(); loc.setC_Location_ID(address.getC_Location_ID()); loc.saveEx(); addLog("@C_Location_ID@ @Created@"); } if (p_createOpportunity ) { MOpportunity op = new MOpportunity(getCtx(), 0, get_TrxName()); op.setAD_User_ID(lead.getAD_User_ID()); op.setC_BPartner_ID(bp.getC_BPartner_ID()); op.setExpectedCloseDate(p_expectedCloseDate != null ? p_expectedCloseDate : new Timestamp(System.currentTimeMillis())); op.setOpportunityAmt(p_opportunityAmt != null ? p_opportunityAmt : Env.ZERO); if ( p_C_SalesStage_ID > 0 ) op.setC_SalesStage_ID(p_C_SalesStage_ID); String sql = "SELECT Probability FROM C_SalesStage WHERE C_SalesStage_ID = ?"; BigDecimal probability = DB.getSQLValueBD(get_TrxName(), sql, p_C_SalesStage_ID); op.setProbability(probability != null ? probability : Env.ZERO); op.setDescription(p_Description); if ( p_C_Currency_ID > 0 ) op.setC_Currency_ID(p_C_Currency_ID); else op.setC_Currency_ID(Env.getContextAsInt(getCtx(), Env.C_CURRENCY_ID)); if (p_SalesRep_ID > 0 ) op.setSalesRep_ID(p_SalesRep_ID); else if ( lead.getSalesRep_ID() > 0 ) op.setSalesRep_ID(lead.getSalesRep_ID()); else op.setSalesRep_ID(Env.getContextAsInt(getCtx(), Env.SALESREP_ID)); op.setC_Campaign_ID(lead.getC_Campaign_ID()); op.saveEx(); addBufferLog(op.getC_Opportunity_ID(), null, null, "@C_Opportunity_ID@ @Created@", MOpportunity.Table_ID, op.getC_Opportunity_ID()); List activities = new Query(getCtx(), I_C_ContactActivity.Table_Name, "AD_User_ID=?", get_TrxName()) .setOnlyActiveRecords(true).setClient_ID() .setParameters(p_AD_User_ID) .list(); for ( X_C_ContactActivity activity : activities ) { activity.setC_Opportunity_ID(op.getC_Opportunity_ID()); activity.saveEx(); } // for each activity } lead.setIsSalesLead(false); lead.setIsVendorLead(false); lead.setLeadStatus(MUser.LEADSTATUS_Converted); lead.saveEx(); return "@OK@"; } @Override protected void prepare() { ProcessInfoParameter[] paras = getParameter(); for (ProcessInfoParameter para : paras) { String name = para.getParameterName(); if ( Util.isEmpty(name) ) ; else if ("AD_User_ID".equals(name)) p_AD_User_ID = para.getParameterAsInt(); else if ( "CreateOpportunity".equals(name)) p_createOpportunity = para.getParameterAsBoolean(); else if ( "OpportunityAmt".equals(name)) p_opportunityAmt = para.getParameterAsBigDecimal(); else if ("ExpectedCloseDate".equals(name)) p_expectedCloseDate = para.getParameterAsTimestamp(); else if ("C_SalesStage_ID".equals(name)) p_C_SalesStage_ID = para.getParameterAsInt(); else if ("SalesRep_ID".equals(name)) p_SalesRep_ID = para.getParameterAsInt(); else if ("Description".equals(name)) p_Description = para.getParameterAsString(); else if ("C_Currency_ID".equals(name)) p_C_Currency_ID = para.getParameterAsInt(); else { MProcessPara.validateUnknownParameter(getProcessInfo().getAD_Process_ID(), para); } if ( MUser.Table_ID == getTable_ID() ) p_AD_User_ID = getRecord_ID(); if (p_C_SalesStage_ID == 0) { String sql = "SELECT MIN(s.C_SalesStage_ID) FROM C_SalesStage s WHERE s.AD_Client_ID = ? AND s.IsActive = 'Y' " + "AND NOT EXISTS (SELECT * FROM C_SalesStage ss WHERE ss.AD_Client_ID=s.AD_Client_ID AND ss.IsActive='Y' AND ss.Value < s.Value)"; p_C_SalesStage_ID = DB.getSQLValue(get_TrxName(), sql, getAD_Client_ID()); } } } }