modules/Leads/views/view.convertlead.php

   1 <?php
   2 if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
   3 /*********************************************************************************
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  37
  38 require_once("include/EditView/EditView2.php");
  39 require_once("include/upload_file.php");
  40
  41 class ViewConvertLead extends SugarView
  42 {
  43     protected $fileName = "modules/Leads/metadata/convertdefs.php";
  44     protected $new_contact = false;
  45
  46     public function __construct(
  47         $bean = null,
  48         $view_object_map = array()
  49         )
  50     {
  51         parent::SugarView($bean, $view_object_map);
  52         $this->medataDataFile = $this->fileName;
  53         if (file_exists("custom/$this->fileName"))
  54         {
  55             $this->medataDataFile = "custom/$this->fileName";
  56         }
  57     }
  58
  59     public function preDisplay()
  60     {
  61         if (!$this->bean->ACLAccess('edit')) {
  62             ACLController::displayNoAccess();
  63             sugar_die('');
  64         }
  65     }
  66
  67     /**
  68          * @see SugarView::display()
  69          */
  70         public function display()
  71     {
  72         if (!empty($_REQUEST['handle']) && $_REQUEST['handle'] == 'save')
  73         {
  74                 return $this->handleSave();
  75         }
  76
  77         global $beanList;
  78
  79         // get the EditView defs to check if opportunity_name exists, for a check below for populating data
  80         $opportunityNameInLayout = false;
  81         $editviewFile = 'modules/Leads/metadata/editviewdefs.php';
  82         $this->medataDataFile = $editviewFile;
  83         if (file_exists("custom/{$editviewFile}"))
  84         {
  85             $this->medataDataFile = "custom/{$editviewFile}";
  86         }
  87         include($this->medataDataFile);
  88         foreach($viewdefs['Leads']['EditView']['panels'] as $panel_index => $section){
  89             foreach($section as $row_array){
  90                 foreach($row_array as $cell){
  91                         if(isset($cell['name']) && $cell['name'] == 'opportunity_name'){
  92                             $opportunityNameInLayout = true;
  93                         }
  94                 }
  95             }
  96         }
  97
  98         $this->medataDataFile = $this->fileName;
  99         if (file_exists("custom/$this->fileName"))
 100         {
 101             $this->medataDataFile = "custom/$this->fileName";
 102         }
 103         $this->loadDefs();
 104         $this->getRecord();
 105         $this->checkForDuplicates($this->focus);
 106         $smarty = new Sugar_Smarty();
 107         $ev = new EditView();
 108         $ev->ss = $smarty;
 109         $ev->view = "ConvertLead";
 110         echo $this->getModuleTitle();
 111
 112         require_once("include/QuickSearchDefaults.php");
 113         $qsd = QuickSearchDefaults::getQuickSearchDefaults();
 114         $qsd->setFormName("ConvertLead");
 115
 116         $this->contact = new Contact();
 117         // Bug #50126 We have to fill account_name & add ability to select account from popup with pre populated name
 118         if (!empty($this->focus->account_name))
 119         {
 120             $smarty->assign('displayParams', array(
 121                 'initial_filter' => '&name_advanced=' . urlencode($this->focus->account_name))
 122             );
 123         }
 124         $smarty->assign("contact_def", $this->contact->field_defs);
 125         $smarty->assign("form_name", "ConvertLead");
 126         $smarty->assign("form_id", "ConvertLead");
 127         $smarty->assign("module", "Leads");
 128         $smarty->assign("view", "convertlead");
 129         $smarty->assign("bean", $this->focus);
 130                 $smarty->assign("record_id", $this->focus->id);
 131         global $mod_strings;
 132         $smarty->assign('MOD', $mod_strings);
 133         $smarty->display("modules/Leads/tpls/ConvertLeadHeader.tpl");
 134
 135         echo "<div class='edit view' style='width:auto;'>";
 136
 137         global $sugar_config, $app_list_strings, $app_strings;
 138         $smarty->assign('lead_conv_activity_opt', $sugar_config['lead_conv_activity_opt']);
 139
 140         //Switch up list depending on copy or move
 141         if($sugar_config['lead_conv_activity_opt'] == 'move')
 142         {
 143                 $smarty->assign('convertModuleListOptions', get_select_options_with_id(array('None'=>$app_strings['LBL_NONE'], 'Contacts' => $app_list_strings["moduleListSingular"]['Contacts']), ''));
 144         }
 145         else if($sugar_config['lead_conv_activity_opt'] == 'copy')
 146         {
 147                 $smarty->assign('convertModuleListOptions', get_select_options_with_id(array('Contacts' => $app_list_strings["moduleListSingular"]['Contacts']), ''));
 148         }
 149
 150
 151
 152         foreach($this->defs as $module => $vdef)
 153         {
 154             if(!isset($beanList[$module]))
 155             {
 156                 continue;
 157             }
 158
 159
 160             $bean = $beanList[$module];
 161             $focus = new $bean();
 162
 163             // skip if we aren't allowed to save this bean
 164             if (!$focus->ACLAccess('save'))
 165             {
 166                 continue;
 167             }
 168
 169             $focus->fill_in_additional_detail_fields();
 170             foreach($focus->field_defs as $field => $def)
 171             {
 172                 if(isset($vdef[$ev->view]['copyData']) && $vdef[$ev->view]['copyData'])
 173                 {
 174                         if ($module == "Accounts" && $field == 'name')
 175                         {
 176                             $focus->name = $this->focus->account_name;
 177                         }
 178                         else if ($module == "Opportunities" && $field == 'amount')
 179                         {
 180                             $focus->amount = unformat_number($this->focus->opportunity_amount);
 181                         }
 182                         else if ($module == "Opportunities" && $field == 'name') {
 183                                 if ($opportunityNameInLayout && !empty($this->focus->opportunity_name)){
 184                            $focus->name = $this->focus->opportunity_name;
 185                                 }
 186                         }
 187                         else if ($field == "id")
 188                     {
 189                                                 //If it is not a contact, don't copy the ID from the lead
 190                         if ($module == "Contacts") {
 191                            $focus->$field = $this->focus->$field;
 192                         }
 193                     } else if (is_a($focus, "Company") && $field == 'phone_office')
 194                         {
 195                                 //Special case where company and person have the same field with a different name
 196                                 $focus->phone_office = $this->focus->phone_work;
 197                         }
 198                                         else if (strpos($field, "billing_address") !== false && $focus->field_defs[$field]["type"] == "varchar") /* Bug 42219 fix */
 199                                         {
 200                                                 $tmp_field = str_replace("billing_", "primary_", $field);
 201                                                 $focus->field_defs[$field]["type"] = "text";
 202                         if (isset($this->focus->$tmp_field)) {
 203                                                     $focus->$field = $this->focus->$tmp_field;
 204                         }
 205                                          }
 206
 207                                         else if (strpos($field, "shipping_address") !== false && $focus->field_defs[$field]["type"] == "varchar") /* Bug 42219 fix */
 208                                         {
 209                                                 $tmp_field = str_replace("shipping_", "primary_", $field);
 210                                                 if (isset($this->focus->$tmp_field)) {
 211                             $focus->$field = $this->focus->$tmp_field;
 212                         }
 213                                                 $focus->field_defs[$field]["type"] = "text";
 214                                         }
 215                     else if (isset($this->focus->$field))
 216                     {
 217                         $focus->$field = $this->focus->$field;
 218                     }
 219                 }
 220             }
 221
 222             //Copy over email data
 223             $ev->setup($module, $focus, $this->medataDataFile, "modules/Leads/tpls/ConvertLead.tpl", false);
 224             $ev->process();
 225             echo($ev->display(false));
 226             echo($this->getValidationJS($module, $focus, $vdef[$ev->view]));
 227         }
 228         echo "</div>";
 229         echo ($qsd->getQSScriptsJSONAlreadyDefined());
 230         // need to re-assign bean as it gets overridden by $ev->display
 231         $smarty->assign("bean", $this->focus);
 232         $smarty->display("modules/Leads/tpls/ConvertLeadFooter.tpl");
 233     }
 234
 235     protected function getRecord()
 236     {
 237         $this->focus = new Lead();
 238         if (isset($_REQUEST['record']))
 239         {
 240                 $this->focus->retrieve($_REQUEST['record']);
 241         }
 242     }
 243
 244     protected function loadDefs()
 245     {
 246         $viewdefs = array();
 247         include($this->medataDataFile);
 248         $this->defs = $viewdefs;
 249     }
 250
 251     /**
 252      * Returns the javascript to enable/disable validation of each module's sub-form
 253      * //TODO: This should probably be on the smarty template
 254      * @param $module String the target module name.
 255      * @param $focus SugarBean instance of the target module.
 256      * @param $focus EditView def for the module.
 257      * @return String, javascript to echo to page.
 258      */
 259     protected function getValidationJS(
 260         $module,
 261         $focus,
 262         $viewdef
 263         )
 264     {
 265         $validateSelect = isset($viewdef['required']) && $viewdef['required'] && !empty($viewdef['select']);
 266         $jsOut  = "
 267         <script type='text/javascript'>
 268             if (!SUGAR.convert)  SUGAR.convert = {requiredFields: {}};
 269             SUGAR.convert.toggle$module = function(){
 270                 clear_all_errors();
 271                 inputsWithErrors = [];
 272                 if(!SUGAR.convert.{$module}Enabled)
 273                 {
 274                     for(var i in SUGAR.convert.requiredFields.$module)
 275                     {
 276                         addToValidate('ConvertLead', '$module' + i, 'varchar', true, SUGAR.convert.requiredFields.{$module}[i]);
 277                     }
 278                     ";
 279         if ($validateSelect) {
 280                 $jsOut  .= "
 281                     removeFromValidate('ConvertLead', '{$viewdef['select']}');";
 282         }
 283
 284         $jsOut .= "
 285                     SUGAR.convert.{$module}Enabled = true;
 286                 } else {
 287                     for(var i in SUGAR.convert.requiredFields.$module)
 288                     {
 289                         removeFromValidate('ConvertLead', '$module' + i);
 290                     }";
 291         if ($validateSelect) {
 292             $jsOut  .= "
 293                 addToValidate('ConvertLead', '{$viewdef['select']}', 'varchar', true, '"
 294             . translate($this->contact->field_defs[$viewdef['select']]['vname']) . "');";
 295         }
 296         $jsOut .= "
 297                     SUGAR.convert.{$module}Enabled = false;
 298                 }
 299                 YAHOO.util.Dom.get('convert_create_{$module}').value = SUGAR.convert.{$module}Enabled;
 300             };\n";
 301
 302         if (isset($viewdef['required']) && $viewdef['required'])
 303         {
 304             if (!empty($viewdef['select']) && (empty($viewdef['default_action']) || $viewdef['default_action'] != 'create'))
 305             {
 306                 $jsOut .= "
 307             SUGAR.convert.{$module}Enabled = true;";
 308             }
 309             $jsOut .= "
 310             YAHOO.util.Event.onDOMReady(SUGAR.convert.toggle$module);";
 311         } else if (isset($viewdef['default_action'])  && $viewdef['default_action'] == "create")
 312         {
 313              $jsOut .= "\n            SUGAR.convert.{$module}Enabled = true;";
 314         }
 315         $jsOut .= "
 316             YAHOO.util.Event.addListener('new$module', 'click', SUGAR.convert.toggle$module);
 317             SUGAR.convert.requiredFields.$module = {};";
 318         foreach($focus->field_defs as $field => $def)
 319         {
 320             if (isset($def['required']) && $def['required'])
 321             {
 322                 $jsOut .= "
 323             SUGAR.convert.requiredFields.$module.$field = '". translate($def['vname'], $module) . "';\n";
 324             }
 325         }
 326
 327         $jsOut .= "
 328         </script>";
 329
 330         return $jsOut;
 331     }
 332
 333     /**
 334      * Saves a new Contact as well as any related items passed in.
 335      *
 336      * @return null
 337      */
 338     protected function handleSave()
 339     {
 340         require_once('modules/Campaigns/utils.php');
 341         require_once("include/formbase.php");
 342         $lead = false;
 343         if (!empty($_REQUEST['record']))
 344         {
 345             $lead = new Lead();
 346             $lead->retrieve($_REQUEST['record']);
 347         }
 348
 349         global $beanList;
 350         $this->loadDefs();
 351         $beans = array();
 352         $selectedBeans = array();
 353         $selects = array();
 354         //Make sure the contact object is availible for relationships.
 355         $beans['Contacts'] = new Contact();
 356         $beans['Contacts']->id = create_guid();
 357         $beans['Contacts']->new_with_id = true;
 358
 359         // Bug 39287 - Check for Duplicates on selected modules before save
 360         if (!empty($_REQUEST['selectedContact']))
 361         {
 362             $beans['Contacts']->retrieve($_REQUEST['selectedContact']);
 363             if (!empty($beans['Contacts']->id))
 364             {
 365                 $beans['Contacts']->new_with_id = false;
 366                 unset($_REQUEST["convert_create_Contacts"]);
 367                 unset($_POST["convert_create_Contacts"]);
 368             }
 369         }
 370         elseif (!empty($_REQUEST["convert_create_Contacts"]) && $_REQUEST["convert_create_Contacts"] != "false" && !isset($_POST['ContinueContact']))
 371         {
 372             require_once('modules/Contacts/ContactFormBase.php');
 373             $contactForm = new ContactFormBase();
 374             $duplicateContacts = $contactForm->checkForDuplicates('Contacts');
 375
 376             if (isset($duplicateContacts))
 377             {
 378                 echo $contactForm->buildTableForm($duplicateContacts,  'Contacts');
 379                 return;
 380             }
 381             $this->new_contact = true;
 382         } elseif (isset($_POST['ContinueContact'])) {
 383             $this->new_contact = true;
 384         }
 385         if (!empty($_REQUEST['selectedAccount']))
 386         {
 387             $_REQUEST['account_id'] = $_REQUEST['selectedAccount'];
 388             unset($_REQUEST["convert_create_Accounts"]);
 389             unset($_POST["convert_create_Accounts"]);
 390         }
 391         elseif (!empty($_REQUEST["convert_create_Accounts"]) && $_REQUEST["convert_create_Accounts"] != "false" && empty($_POST['ContinueAccount']))
 392         {
 393             require_once('modules/Accounts/AccountFormBase.php');
 394             $accountForm = new AccountFormBase();
 395             $duplicateAccounts = $accountForm->checkForDuplicates('Accounts');
 396             if (isset($duplicateAccounts))
 397             {
 398                 echo $accountForm->buildTableForm($duplicateAccounts);
 399                 return;
 400             }
 401         }
 402
 403         foreach ($this->defs as $module => $vdef)
 404         {
 405             //Create a new record if "create" was selected
 406                 if (!empty($_REQUEST["convert_create_$module"]) && $_REQUEST["convert_create_$module"] != "false")
 407             {
 408                 //Save the new record
 409                 $bean = $beanList[$module];
 410                     if (empty($beans[$module]))
 411                         $beans[$module] = new $bean();
 412
 413                 $this->populateNewBean($module, $beans[$module], $beans['Contacts'], $lead);
 414
 415                 // when creating a new contact, do not populate it with lead's old account_id
 416                 if ($module == 'Contacts') {
 417                     $beans[$module]->account_id = '';
 418                 }
 419             }
 420             //If an existing bean was selected, relate it to the contact
 421             else if (!empty($vdef['ConvertLead']['select']))
 422             {
 423                 //Save the new record
 424                 $select = $vdef['ConvertLead']['select'];
 425                 $fieldDef = $beans['Contacts']->field_defs[$select];
 426                 if (!empty($fieldDef['id_name']) && !empty($_REQUEST[$fieldDef['id_name']]))
 427                 {
 428                     $beans['Contacts']->$fieldDef['id_name'] = $_REQUEST[$fieldDef['id_name']];
 429                     $selects[$module] = $_REQUEST[$fieldDef['id_name']];
 430                     if (!empty($_REQUEST[$select]))
 431                     {
 432                         $beans['Contacts']->$select = $_REQUEST[$select];
 433                     }
 434                     // Bug 39268 - Add the existing beans to a list of beans we'll potentially add the lead's activities to
 435                     $bean = loadBean($module);
 436                     $bean->retrieve($_REQUEST[$fieldDef['id_name']]);
 437                     $selectedBeans[$module] = $bean;
 438                 }
 439             }
 440         }
 441
 442         $this->handleActivities($lead, $beans);
 443         // Bug 39268 - Add the lead's activities to the selected beans
 444         $this->handleActivities($lead, $selectedBeans);
 445
 446         //link selected account to lead if it exists
 447         if (!empty($selectedBeans['Accounts']))
 448         {
 449             $lead->account_id = $selectedBeans['Accounts']->id;
 450         }
 451
 452         //Handle non-contacts relationships
 453         foreach ($beans as $bean)
 454         {
 455             if (!empty($lead))
 456             {
 457                 if (empty($bean->assigned_user_id))
 458                 {
 459                     $bean->assigned_user_id = $lead->assigned_user_id;
 460                 }
 461                 $leadsRel = $this->findRelationship($bean, $lead);
 462                 if (!empty($leadsRel))
 463                 {
 464                     $bean->load_relationship($leadsRel);
 465                     $relObject = $bean->$leadsRel->getRelationshipObject();
 466                     if ($relObject->relationship_type == "one-to-many" && $bean->$leadsRel->_get_bean_position())
 467                     {
 468                         $id_field = $relObject->rhs_key;
 469                         $lead->$id_field = $bean->id;
 470                     }
 471                     else
 472                     {
 473                         $bean->$leadsRel->add($lead->id);
 474                     }
 475                 }
 476             }
 477             //Special case code for opportunities->Accounts
 478             if ($bean->object_name == "Opportunity" && empty($bean->account_id))
 479             {
 480                 if (isset($beans['Accounts']))
 481                 {
 482                     $bean->account_id = $beans['Accounts']->id;
 483                     $bean->account_name = $beans['Accounts']->name;
 484                 }
 485                 else if (!empty($selects['Accounts']))
 486                 {
 487                     $bean->account_id = $selects['Accounts'];
 488                 }
 489             }
 490
 491             //create meetings-users relationship
 492             if ($bean->object_name == "Meeting")
 493             {
 494                 $bean = $this->setMeetingsUsersRelationship($bean);
 495             }
 496             $this->copyAddressFields($bean, $beans['Contacts']);
 497
 498             $bean->save();
 499             //if campaign id exists then there should be an entry in campaign_log table for the newly created contact: bug 44522
 500             if (isset($lead->campaign_id) && $lead->campaign_id != null && $bean->object_name == "Contact")
 501             {
 502                 campaign_log_lead_or_contact_entry($lead->campaign_id, $lead, $beans['Contacts'], 'contact');
 503             }
 504         }
 505         if (!empty($lead))
 506         {       //Mark the original Lead converted
 507             $lead->status = "Converted";
 508             $lead->converted = '1';
 509             $lead->in_workflow = true;
 510             $lead->save();
 511         }
 512
 513         $this->displaySaveResults($beans);
 514     }
 515
 516     public function setMeetingsUsersRelationship($bean)
 517     {
 518         global $current_user;
 519         $meetingsRel = $this->findRelationshipByName($bean, $this->defs['Meetings']['ConvertLead']['relationship']);
 520         if (!empty($meetingsRel))
 521         {
 522             $bean->load_relationship($meetingsRel);
 523             $bean->$meetingsRel->add($current_user->id);
 524             return $bean;
 525         }
 526         else
 527         {
 528             return false;
 529         }
 530     }
 531     protected function displaySaveResults(
 532         $beans
 533         )
 534     {
 535         global $beanList;
 536         echo "<div><ul>";
 537         foreach($beans as $bean)
 538         {
 539             $beanName = $bean->object_name;
 540             if ( $beanName == 'Contact' && !$this->new_contact ) {
 541                 echo "<li>" . translate("LBL_EXISTING_CONTACT") . " -
 542                     <a href='index.php?module={$bean->module_dir}&action=DetailView&record={$bean->id}'>
 543                        {$bean->get_summary_text()}
 544                     </a></li>";
 545             }
 546             else {
 547                 global $app_list_strings;
 548                 if(!empty($app_list_strings['moduleListSingular'][$bean->module_dir])) {
 549                     $module_name = $app_list_strings['moduleListSingular'][$bean->module_dir];
 550                 } else {
 551                     $module_name = translate('LBL_MODULE_NAME', $bean->module_dir);
 552                 }
 553                 if(empty($module_name)) {
 554                     $module_name = translate($beanName);
 555                 }
 556                 echo "<li>" . translate("LBL_CREATED_NEW") . ' ' . $module_name . " -
 557                     <a href='index.php?module={$bean->module_dir}&action=DetailView&record={$bean->id}'>
 558                        {$bean->get_summary_text()}
 559                     </a></li>";
 560             }
 561         }
 562
 563         echo "</ul></div>";
 564     }
 565
 566     protected function handleActivities(
 567         $lead,
 568         $beans
 569         )
 570     {
 571         global $app_list_strings;
 572         global $sugar_config;
 573         global $app_strings;
 574         $parent_types = $app_list_strings['record_type_display'];
 575
 576         $activities = $this->getActivitiesFromLead($lead);
 577
 578         //if account is being created, we will specify the account as the parent bean
 579         $accountParentInfo = array();
 580
 581         //determine the account id info ahead of time if it is being created as part of this conversion
 582         if(!empty($beans['Accounts'])){
 583             $account_id = create_guid();
 584             if(!empty($beans['Accounts']->id)){
 585                 $account_id = $beans['Accounts']->id;
 586             }else{
 587                 $beans['Accounts']->id = $account_id;
 588             }
 589             $accountParentInfo = array('id'=>$account_id,'type'=>'Accounts');
 590         }
 591
 592         foreach($beans as $module => $bean)
 593         {
 594                 if (isset($parent_types[$module]))
 595                 {
 596                 if (empty($bean->id))
 597                 {
 598                     $bean->id = create_guid();
 599                             $bean->new_with_id = true;
 600                 }
 601                 if( isset($_POST['lead_conv_ac_op_sel']) && $_POST['lead_conv_ac_op_sel'] != 'None')
 602                 {
 603                         foreach($activities as $activity)
 604                                 {
 605                                     if (!isset($sugar_config['lead_conv_activity_opt']) || $sugar_config['lead_conv_activity_opt'] == 'copy') {
 606                                         if (isset($_POST['lead_conv_ac_op_sel'])) {
 607                                             //if the copy to module(s) are defined, copy only to those module(s)
 608                                             if (is_array($_POST['lead_conv_ac_op_sel'])) {
 609                                                 foreach ($_POST['lead_conv_ac_op_sel'] as $mod) {
 610                                                     if ($mod == $module) {
 611                                                         $this->copyActivityAndRelateToBean($activity, $bean, $accountParentInfo);
 612                                                         break;
 613                                                     }
 614                                                 }
 615                                             }
 616                                         }
 617                                     }
 618                                     else if ($sugar_config['lead_conv_activity_opt'] == 'move') {
 619                                         // if to move activities, should be only one module selected
 620                                         if ($_POST['lead_conv_ac_op_sel'] == $module) {
 621                                             $this->moveActivity($activity, $bean);
 622                                         }
 623                                     }
 624                                 }
 625                 }
 626                 }
 627         }
 628     }
 629
 630     /**
 631      * Change the parent id and parent type of an activity
 632      * @param $activity Activity to be modified
 633      * @param $bean New parent bean of the activity
 634      */
 635     protected function moveActivity($activity, $bean) {
 636         global $beanList;
 637
 638         $lead = null;
 639         if (!empty($_REQUEST['record']))
 640         {
 641             $lead = new Lead();
 642             $lead->retrieve($_REQUEST['record']);
 643         }
 644
 645         // delete the old relationship to the old parent (lead)
 646         if ($rel = $this->findRelationship($activity, $lead)) {
 647             $activity->load_relationship ($rel) ;
 648
 649             if ($activity->parent_id && $activity->id) {
 650                 $activity->$rel->delete($activity->id, $activity->parent_id);
 651             }
 652         }
 653
 654         // add the new relationship to the new parent (contact, account, etc)
 655         if ($rel = $this->findRelationship($activity, $bean)) {
 656             $activity->load_relationship ($rel) ;
 657
 658             $relObj = $activity->$rel->getRelationshipObject();
 659             if ( $relObj->relationship_type=='one-to-one' || $relObj->relationship_type == 'one-to-many' )
 660             {
 661                 $key = $relObj->rhs_key;
 662                 $activity->$key = $bean->id;
 663             }
 664             $activity->$rel->add($bean);
 665         }
 666
 667         // set the new parent id and type
 668         $activity->parent_id = $bean->id;
 669         $activity->parent_type = $bean->module_dir;
 670
 671         $activity->save();
 672     }
 673
 674     /**
 675      * Gets the list of activities related to the lead
 676      * @param Lead $lead Lead to get activities from
 677      * @return Array of Activity SugarBeans .
 678      */
 679         protected function getActivitiesFromLead(
 680             $lead
 681             )
 682         {
 683                 if (!$lead) return;
 684
 685                 global $beanList, $db;
 686
 687                 $activitesList = array("Calls", "Tasks", "Meetings", "Emails", "Notes");
 688                 $activities = array();
 689
 690                 foreach($activitesList as $module)
 691                 {
 692                         $beanName = $beanList[$module];
 693                         $activity = new $beanName();
 694                         $query = "SELECT id FROM {$activity->table_name} WHERE parent_id = '{$lead->id}' AND parent_type = 'Leads'";
 695                         $result = $db->query($query,true);
 696             while($row = $db->fetchByAssoc($result))
 697             {
 698                 $activity = new $beanName();
 699                                 $activity->retrieve($row['id']);
 700                                 $activity->fixUpFormatting();
 701                                 $activities[] = $activity;
 702             }
 703                 }
 704
 705                 return $activities;
 706         }
 707
 708         protected function copyActivityAndRelateToBean(
 709             $activity,
 710             $bean,
 711         $parentArr = array()
 712             )
 713         {
 714                 global $beanList;
 715
 716                 $newActivity = clone $activity;
 717                 $newActivity->id = create_guid();
 718                 $newActivity->new_with_id = true;
 719
 720         //set the parent id and type if it was passed in, otherwise use blank to wipe it out
 721         $parentID = '';
 722         $parentType = '';
 723         if(!empty($parentArr)){
 724             if(!empty($parentArr['id'])){
 725                 $parentID = $parentArr['id'];
 726             }
 727
 728             if(!empty($parentArr['type'])){
 729                 $parentType = $parentArr['type'];
 730             }
 731
 732         }
 733
 734                 //Special case to prevent duplicated tasks from appearing under Contacts multiple times
 735         if ($newActivity->module_dir == "Tasks" && $bean->module_dir != "Contacts")
 736         {
 737             $newActivity->contact_id = $newActivity->contact_name = "";
 738         }
 739
 740                 if ($rel = $this->findRelationship($newActivity, $bean))
 741         {
 742             if (isset($newActivity->$rel))
 743             {
 744                 // this comes form $activity, get rid of it and load our own
 745                 $newActivity->$rel = '';
 746             }
 747
 748             $newActivity->load_relationship ($rel) ;
 749             $relObj = $newActivity->$rel->getRelationshipObject();
 750             if ( $relObj->relationship_type=='one-to-one' || $relObj->relationship_type == 'one-to-many' )
 751             {
 752                 $key = $relObj->rhs_key;
 753                 $newActivity->$key = $bean->id;
 754             }
 755
 756             //parent (related to field) should be blank unless it is explicitly sent in
 757             //it is not sent in unless the account is being created as well during lead conversion
 758             $newActivity->parent_id =  $parentID;
 759             $newActivity->parent_type = $parentType;
 760
 761                 $newActivity->update_date_modified = false; //bug 41747
 762                 $newActivity->save();
 763             $newActivity->$rel->add($bean);
 764             if ($newActivity->module_dir == "Notes" && $newActivity->filename) {
 765                         UploadFile::duplicate_file($activity->id, $newActivity->id,  $newActivity->filename);
 766                 }
 767          }
 768         }
 769
 770     /**
 771      * Populates the passed in Bean fron the contact and the $_REQUEST
 772      * @param String $module Module of new bean
 773      * @param SugarBean $bean SugarBean to be populated.
 774      * @param Contact $contact Contact to relate the bean to.
 775      */
 776         protected function populateNewBean(
 777             $module,
 778             $bean,
 779             $contact,
 780             $lead
 781             )
 782         {
 783                 populateFromPost($module, $bean, true);
 784
 785                 //Copy data from the contact to new bean
 786                 foreach($bean->field_defs as $field => $def)
 787                 {
 788                         if(!isset($_REQUEST[$module . $field]) && isset($lead->$field) && $field != 'id')
 789                         {
 790                                 $bean->$field = $lead->$field;
 791                                 if($field == 'date_entered') $bean->$field = gmdate($GLOBALS['timedate']->get_db_date_time_format()); //bug 41030
 792                         }
 793                 }
 794                 //Try to link to the new contact
 795                 $contactRel = "";
 796                 if (!empty($vdef['ConvertLead']['select']))
 797                 {
 798                         $select = $vdef['ConvertLead']['select'];
 799                         $fieldDef = $contact->field_defs[$select];
 800                         if (!empty($fieldDef['id_name']))
 801                         {
 802                                 $bean->id = create_guid();
 803                                 $bean->new_with_id = true;
 804                                 $contact->$fieldDef['id_name'] = $bean->id ;
 805                                 if ($fieldDef['id_name'] != $select) {
 806                                         $rname = isset($fieldDef['rname']) ? $fieldDef['rname'] : "";
 807                                         if (!empty($rname) && isset($bean->$rname))
 808                                                 $contact->$select = $bean->$rname;
 809                                         else
 810                                                 $contact->$select = $bean->name;
 811                                 }
 812                         }
 813                 } else if ($module != "Contacts"){
 814                         $contactRel = $this->findRelationship($contact, $bean);
 815                         if (!empty($contactRel))
 816                         {
 817                                 $bean->id = create_guid();
 818                                 $bean->new_with_id = true;
 819                                 $contact->load_relationship ($contactRel) ;
 820                                 $relObject = $contact->$contactRel->getRelationshipObject();
 821                                 if ($relObject->relationship_type == "one-to-many" && $contact->$contactRel->_get_bean_position())
 822                                 {
 823                                         $id_field = $relObject->rhs_key;
 824                                         $bean->$id_field = $contact->id;
 825                                 } else {
 826                                         $contact->$contactRel->add($bean);
 827                                 }
 828                                 //Set the parent of activites to the new Contact
 829                                 if (isset($bean->field_defs['parent_id']) && isset($bean->field_defs['parent_type']))
 830                                 {
 831                                         $bean->parent_id = $contact->id;
 832                                         $bean->parent_type = "Contacts";
 833                                 }
 834                         }
 835                 }
 836         }
 837
 838         protected function copyAddressFields($bean, $contact)
 839         {
 840         //Copy over address info from the contact to any beans with address not set
 841                 foreach($bean->field_defs as $field => $def)
 842                         {
 843                                 if(!isset($_REQUEST[$bean->module_dir . $field]) && strpos($field, "_address_") !== false)
 844                                 {
 845                                         $set = "primary";
 846                                         if (strpos($field, "alt_") !== false || strpos($field, "shipping_") !== false)
 847                                                 $set = "alt";
 848                                         $type = "";
 849
 850                                         if(strpos($field, "_address_street_2") !== false)
 851                                                 $type = "_address_street_2";
 852                                         else if(strpos($field, "_address_street_3") !== false)
 853                                                 $type = "_address_street_3";
 854                                         else if(strpos($field, "_address_street_4") !== false)
 855                                                 $type = "";
 856                                         else if(strpos($field, "_address_street") !== false)
 857                                                 $type = "_address_street";
 858                                         else if(strpos($field, "_address_city") !== false)
 859                                                 $type = "_address_city";
 860                                         else if(strpos($field, "_address_state") !== false)
 861                                                 $type = "_address_state";
 862                                         else if(strpos($field, "_address_postalcode") !== false)
 863                                                 $type = "_address_postalcode";
 864                                         else if(strpos($field, "_address_country") !== false)
 865                                                 $type = "_address_country";
 866
 867                                                 $var = $set.$type;
 868                                         if (isset($contact->$var))
 869                                                 $bean->$field = $contact->$var;
 870                                 }
 871                         }
 872         }
 873
 874
 875     protected function findRelationship(
 876         $from,
 877         $to
 878         )
 879     {
 880         global $dictionary;
 881         require_once("modules/TableDictionary.php");
 882         foreach ($from->field_defs as $field=>$def)
 883         {
 884             if (isset($def['type']) && $def['type'] == "link" && isset($def['relationship']))
 885                         {
 886                 $rel_name = $def['relationship'];
 887                 $rel_def = "";
 888                 if (isset($dictionary[$from->object_name]['relationships']) && isset($dictionary[$from->object_name]['relationships'][$rel_name]))
 889                 {
 890                     $rel_def = $dictionary[$from->object_name]['relationships'][$rel_name];
 891                 }
 892                 else if (isset($dictionary[$to->object_name]['relationships']) && isset($dictionary[$to->object_name]['relationships'][$rel_name]))
 893                 {
 894                     $rel_def = $dictionary[$to->object_name]['relationships'][$rel_name];
 895                 }
 896                 else if (isset($dictionary[$rel_name]) && isset($dictionary[$rel_name]['relationships'])
 897                         && isset($dictionary[$rel_name]['relationships'][$rel_name]))
 898                 {
 899                         $rel_def = $dictionary[$rel_name]['relationships'][$rel_name];
 900                 }
 901                 if (!empty($rel_def)) {
 902                     if ($rel_def['lhs_module'] == $from->module_dir && $rel_def['rhs_module'] == $to->module_dir )
 903                     {
 904                         return $field;
 905                     }
 906                     else if ($rel_def['rhs_module'] == $from->module_dir && $rel_def['lhs_module'] == $to->module_dir )
 907                     {
 908                         return $field;
 909                     }
 910                 }
 911             }
 912         }
 913         return false;
 914     }
 915
 916     protected function findRelationshipByName($from, $rel_name)
 917     {
 918         global $dictionary;
 919         require_once("modules/TableDictionary.php");
 920         foreach ($from->field_defs as $field => $def)
 921         {
 922             if (isset($def['relationship']) && $def['relationship'] == $rel_name)
 923             {
 924                 return $field;
 925             }
 926         }
 927         return false;
 928     }
 929         /**
 930          * @see SugarView::_getModuleTitleParams()
 931          */
 932         protected function _getModuleTitleParams($browserTitle = false)
 933         {
 934             global $mod_strings;
 935             $params = parent::_getModuleTitleParams($browserTitle);
 936             $params[] = "<a href='index.php?module=Leads&action=DetailView&record={$this->bean->id}'>{$this->bean->name}</a>";
 937             $params[] = $mod_strings['LBL_CONVERTLEAD'];
 938         return $params;
 939     }
 940
 941
 942     protected function checkForDuplicates(
 943         $lead
 944         )
 945     {
 946         if ($lead->status == "Converted")
 947         {
 948                 echo ("<span class='error'>" . translate('LBL_CONVERTLEAD_WARNING'));
 949                 $dupes = array();
 950                 $q = "SELECT id, first_name, last_name FROM contacts WHERE first_name LIKE '{$lead->first_name}' AND last_name LIKE '{$lead->last_name}'";
 951                 $result = $lead->db->query($q);
 952                 while($row = $lead->db->fetchByAssoc($result)) {
 953                         $contact = new Contact();
 954                         $contact->retrieve($row['id']);
 955                         $dupes[$row['id']] = $contact->name;
 956                 }
 957                 if (!empty($dupes))
 958                 {
 959                         foreach($dupes as $id => $name)
 960                         {
 961                                 echo (translate('LBL_CONVERTLEAD_WARNING_INTO_RECORD') . "<a href='index.php?module=Contacts&action=DetailView&record=$id'>$name</a>");
 962                                 break;
 963                         }
 964                 }
 965                 echo "</span>";
 966         }
 967         return false;
 968     }
 969 }