modules/Leads/views/view.convertlead.php

   1 <?php
   2 if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
   3 /*********************************************************************************
   4  * SugarCRM Community Edition is a customer relationship management program developed by
   5  * SugarCRM, Inc. Copyright (C) 2004-2013 SugarCRM Inc.
   6  *
   7  * This program is free software; you can redistribute it and/or modify it under
   8  * the terms of the GNU Affero General Public License version 3 as published by the
   9  * Free Software Foundation with the addition of the following permission added
  10  * to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK
  11  * IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY
  12  * OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.
  13  *
  14  * This program is distributed in the hope that it will be useful, but WITHOUT
  15  * ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
  16  * FOR A PARTICULAR PURPOSE.  See the GNU Affero General Public License for more
  17  * details.
  18  *
  19  * You should have received a copy of the GNU Affero General Public License along with
  20  * this program; if not, see http://www.gnu.org/licenses or write to the Free
  21  * Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA
  22  * 02110-1301 USA.
  23  *
  24  * You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road,
  25  * SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com.
  26  *
  27  * The interactive user interfaces in modified source and object code versions
  28  * of this program must display Appropriate Legal Notices, as required under
  29  * Section 5 of the GNU Affero General Public License version 3.
  30  *
  31  * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
  32  * these Appropriate Legal Notices must retain the display of the "Powered by
  33  * SugarCRM" logo. If the display of the logo is not reasonably feasible for
  34  * technical reasons, the Appropriate Legal Notices must display the words
  35  * "Powered by SugarCRM".
  36  ********************************************************************************/
  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
 118         /*
 119          * Setup filter for Account/Contact popup picker
 120          */
 121         $filter = '';
 122         // Check if Lead has an account set
 123         if (!empty($this->focus->account_name))
 124         {
 125             $filter .= '&name_advanced=' . urlencode($this->focus->account_name);
 126         }
 127         // Check if Lead First name is available
 128         if (!empty($this->focus->first_name))
 129         {
 130             $filter .= '&first_name_advanced=' . urlencode($this->focus->first_name);
 131         }
 132         // Lead Last Name is always available
 133         $filter .= '&last_name_advanced=' . urlencode($this->focus->last_name);
 134
 135         $smarty->assign('initialFilter', $filter);
 136         $smarty->assign('displayParams', array('initial_filter' => '{$initialFilter}'));
 137
 138         $relatedFields = $this->contact->get_related_fields();
 139         $selectFields = array();
 140         foreach ($this->defs as $moduleName => $mDefs)
 141         {
 142             if (!empty($mDefs[$ev->view]['select']) && !empty($relatedFields[$mDefs[$ev->view]['select']]))
 143             {
 144                 $selectFields[$moduleName] = $mDefs[$ev->view]['select'];
 145                 continue;
 146             }
 147             foreach ($relatedFields as $fDef)
 148             {
 149                 if (!empty($fDef['link']) && !empty($fDef['module']) && $fDef['module'] == $moduleName)
 150                 {
 151                     $selectFields[$moduleName] = $fDef['name'];
 152                     break;
 153                 }
 154             }
 155         }
 156
 157         $smarty->assign('selectFields', $selectFields);
 158
 159         $smarty->assign("contact_def", $this->contact->field_defs);
 160         $smarty->assign("form_name", "ConvertLead");
 161         $smarty->assign("form_id", "ConvertLead");
 162         $smarty->assign("module", "Leads");
 163         $smarty->assign("view", "convertlead");
 164         $smarty->assign("bean", $this->focus);
 165                 $smarty->assign("record_id", $this->focus->id);
 166         global $mod_strings;
 167         $smarty->assign('MOD', $mod_strings);
 168         $smarty->display("modules/Leads/tpls/ConvertLeadHeader.tpl");
 169
 170         echo "<div class='edit view' style='width:auto;'>";
 171
 172         global $sugar_config, $app_list_strings, $app_strings;
 173         $smarty->assign('lead_conv_activity_opt', $sugar_config['lead_conv_activity_opt']);
 174
 175         //Switch up list depending on copy or move
 176         if($sugar_config['lead_conv_activity_opt'] == 'move')
 177         {
 178                 $smarty->assign('convertModuleListOptions', get_select_options_with_id(array('None'=>$app_strings['LBL_NONE'], 'Contacts' => $app_list_strings["moduleListSingular"]['Contacts']), ''));
 179         }
 180         else if($sugar_config['lead_conv_activity_opt'] == 'copy')
 181         {
 182                 $smarty->assign('convertModuleListOptions', get_select_options_with_id(array('Contacts' => $app_list_strings["moduleListSingular"]['Contacts']), ''));
 183         }
 184
 185
 186
 187         foreach($this->defs as $module => $vdef)
 188         {
 189             if(!isset($beanList[$module]))
 190             {
 191                 continue;
 192             }
 193
 194
 195             $bean = $beanList[$module];
 196             $focus = new $bean();
 197
 198             // skip if we aren't allowed to save this bean
 199             if (!$focus->ACLAccess('save'))
 200             {
 201                 continue;
 202             }
 203
 204             $focus->fill_in_additional_detail_fields();
 205             foreach($focus->field_defs as $field => $def)
 206             {
 207                 if(isset($vdef[$ev->view]['copyData']) && $vdef[$ev->view]['copyData'])
 208                 {
 209                         if ($module == "Accounts" && $field == 'name')
 210                         {
 211                             $focus->name = $this->focus->account_name;
 212                         }
 213                         else if ($module == "Opportunities" && $field == 'amount')
 214                         {
 215                             $focus->amount = unformat_number($this->focus->opportunity_amount);
 216                         }
 217                         else if ($module == "Opportunities" && $field == 'name') {
 218                                 if ($opportunityNameInLayout && !empty($this->focus->opportunity_name)){
 219                            $focus->name = $this->focus->opportunity_name;
 220                                 }
 221                         }
 222                         else if ($field == "id")
 223                     {
 224                                                 //If it is not a contact, don't copy the ID from the lead
 225                         if ($module == "Contacts") {
 226                            $focus->$field = $this->focus->$field;
 227                         }
 228                     } else if (is_a($focus, "Company") && $field == 'phone_office')
 229                         {
 230                                 //Special case where company and person have the same field with a different name
 231                                 $focus->phone_office = $this->focus->phone_work;
 232                         }
 233                                         else if (strpos($field, "billing_address") !== false && $focus->field_defs[$field]["type"] == "varchar") /* Bug 42219 fix */
 234                                         {
 235                                                 $tmp_field = str_replace("billing_", "primary_", $field);
 236                                                 $focus->field_defs[$field]["type"] = "text";
 237                         if (isset($this->focus->$tmp_field)) {
 238                                                     $focus->$field = $this->focus->$tmp_field;
 239                         }
 240                                          }
 241
 242                                         else if (strpos($field, "shipping_address") !== false && $focus->field_defs[$field]["type"] == "varchar") /* Bug 42219 fix */
 243                                         {
 244                                                 $tmp_field = str_replace("shipping_", "primary_", $field);
 245                                                 if (isset($this->focus->$tmp_field)) {
 246                             $focus->$field = $this->focus->$tmp_field;
 247                         }
 248                                                 $focus->field_defs[$field]["type"] = "text";
 249                                         }
 250                     else if (isset($this->focus->$field))
 251                     {
 252                         $focus->$field = $this->focus->$field;
 253                     }
 254                 }
 255             }
 256
 257             //Copy over email data
 258             $ev->setup($module, $focus, $this->medataDataFile, "modules/Leads/tpls/ConvertLead.tpl", false);
 259             $ev->process();
 260             echo($ev->display(false));
 261             echo($this->getValidationJS($module, $focus, $vdef[$ev->view]));
 262         }
 263         echo "</div>";
 264         echo ($qsd->getQSScriptsJSONAlreadyDefined());
 265         // need to re-assign bean as it gets overridden by $ev->display
 266         $smarty->assign("bean", $this->focus);
 267         $smarty->display("modules/Leads/tpls/ConvertLeadFooter.tpl");
 268     }
 269
 270     protected function getRecord()
 271     {
 272         $this->focus = new Lead();
 273         if (isset($_REQUEST['record']))
 274         {
 275                 $this->focus->retrieve($_REQUEST['record']);
 276         }
 277     }
 278
 279     protected function loadDefs()
 280     {
 281         $viewdefs = array();
 282         include($this->medataDataFile);
 283         $this->defs = $viewdefs;
 284     }
 285
 286     /**
 287      * Returns the javascript to enable/disable validation of each module's sub-form
 288      * //TODO: This should probably be on the smarty template
 289      * @param $module String the target module name.
 290      * @param $focus SugarBean instance of the target module.
 291      * @param $focus EditView def for the module.
 292      * @return String, javascript to echo to page.
 293      */
 294     protected function getValidationJS(
 295         $module,
 296         $focus,
 297         $viewdef
 298         )
 299     {
 300         $validateSelect = isset($viewdef['required']) && $viewdef['required'] && !empty($viewdef['select']);
 301         $jsOut  = "
 302         <script type='text/javascript'>
 303             if (!SUGAR.convert)  SUGAR.convert = {requiredFields: {}};
 304             SUGAR.convert.toggle$module = function(){
 305                 clear_all_errors();
 306                 inputsWithErrors = [];
 307                 if(!SUGAR.convert.{$module}Enabled)
 308                 {
 309                     for(var i in SUGAR.convert.requiredFields.$module)
 310                     {
 311                         addToValidate('ConvertLead', '$module' + i, 'varchar', true, SUGAR.convert.requiredFields.{$module}[i]);
 312                     }
 313                     ";
 314         if ($validateSelect) {
 315                 $jsOut  .= "
 316                     removeFromValidate('ConvertLead', '{$viewdef['select']}');";
 317         }
 318
 319         $jsOut .= "
 320                     SUGAR.convert.{$module}Enabled = true;
 321                 } else {
 322                     for(var i in SUGAR.convert.requiredFields.$module)
 323                     {
 324                         removeFromValidate('ConvertLead', '$module' + i);
 325                     }";
 326         if ($validateSelect) {
 327             $jsOut  .= "
 328                 addToValidate('ConvertLead', '{$viewdef['select']}', 'varchar', true, '"
 329             . translate($this->contact->field_defs[$viewdef['select']]['vname']) . "');";
 330         }
 331         $jsOut .= "
 332                     SUGAR.convert.{$module}Enabled = false;
 333                 }
 334                 YAHOO.util.Dom.get('convert_create_{$module}').value = SUGAR.convert.{$module}Enabled;
 335             };\n";
 336
 337         if (isset($viewdef['required']) && $viewdef['required'])
 338         {
 339             if (!empty($viewdef['select']) && (empty($viewdef['default_action']) || $viewdef['default_action'] != 'create'))
 340             {
 341                 $jsOut .= "
 342             SUGAR.convert.{$module}Enabled = true;";
 343             }
 344             $jsOut .= "
 345             YAHOO.util.Event.onDOMReady(SUGAR.convert.toggle$module);";
 346         } else if (isset($viewdef['default_action'])  && $viewdef['default_action'] == "create")
 347         {
 348              $jsOut .= "\n            SUGAR.convert.{$module}Enabled = true;";
 349         }
 350         $jsOut .= "
 351             YAHOO.util.Event.addListener('new$module', 'click', SUGAR.convert.toggle$module);
 352             SUGAR.convert.requiredFields.$module = {};";
 353         foreach($focus->field_defs as $field => $def)
 354         {
 355             if (isset($def['required']) && $def['required'])
 356             {
 357                 $jsOut .= "
 358             SUGAR.convert.requiredFields.$module.$field = '". translate($def['vname'], $module) . "';\n";
 359             }
 360         }
 361
 362         $jsOut .= "
 363         </script>";
 364
 365         return $jsOut;
 366     }
 367
 368     /**
 369      * Saves a new Contact as well as any related items passed in.
 370      *
 371      * @return null
 372      */
 373     protected function handleSave()
 374     {
 375         require_once('modules/Campaigns/utils.php');
 376         require_once("include/formbase.php");
 377         $lead = false;
 378         if (!empty($_REQUEST['record']))
 379         {
 380             $lead = new Lead();
 381             $lead->retrieve($_REQUEST['record']);
 382         }
 383
 384         global $beanList;
 385         $this->loadDefs();
 386         $beans = array();
 387         $selectedBeans = array();
 388         $selects = array();
 389
 390         // Make sure the contact object is availible for relationships.
 391         $beans['Contacts'] = new Contact();
 392
 393         // Contacts
 394         if (!empty($_REQUEST['selectedContact']))
 395         {
 396             $beans['Contacts']->retrieve($_REQUEST['selectedContact']);
 397             if (!empty($beans['Contacts']->id))
 398             {
 399                 $beans['Contacts']->new_with_id = false;
 400                 unset($_REQUEST["convert_create_Contacts"]);
 401                 unset($_POST["convert_create_Contacts"]);
 402             }
 403         }
 404         elseif (!empty($_REQUEST["convert_create_Contacts"]) && $_REQUEST["convert_create_Contacts"] != "false" && !isset($_POST['ContinueContact']))
 405         {
 406             require_once('modules/Contacts/ContactFormBase.php');
 407             $contactForm = new ContactFormBase();
 408             $duplicateContacts = $contactForm->checkForDuplicates('Contacts');
 409
 410             if (isset($duplicateContacts))
 411             {
 412                 echo $contactForm->buildTableForm($duplicateContacts,  'Contacts');
 413                 return;
 414             }
 415             $this->new_contact = true;
 416         } elseif (isset($_POST['ContinueContact'])) {
 417             $this->new_contact = true;
 418         }
 419         // Accounts
 420         if (!empty($_REQUEST['selectedAccount']))
 421         {
 422             $_REQUEST['account_id'] = $_REQUEST['selectedAccount'];
 423             unset($_REQUEST["convert_create_Accounts"]);
 424             unset($_POST["convert_create_Accounts"]);
 425         }
 426         elseif (!empty($_REQUEST["convert_create_Accounts"]) && $_REQUEST["convert_create_Accounts"] != "false" && empty($_POST['ContinueAccount']))
 427         {
 428             require_once('modules/Accounts/AccountFormBase.php');
 429             $accountForm = new AccountFormBase();
 430             $duplicateAccounts = $accountForm->checkForDuplicates('Accounts');
 431             if (isset($duplicateAccounts))
 432             {
 433                 echo $accountForm->buildTableForm($duplicateAccounts);
 434                 return;
 435             }
 436         }
 437
 438         foreach ($this->defs as $module => $vdef)
 439         {
 440             //Create a new record if "create" was selected
 441                 if (!empty($_REQUEST["convert_create_$module"]) && $_REQUEST["convert_create_$module"] != "false")
 442             {
 443                 //Save the new record
 444                 $bean = $beanList[$module];
 445                     if (empty($beans[$module]))
 446                         $beans[$module] = new $bean();
 447
 448                 $this->populateNewBean($module, $beans[$module], $beans['Contacts'], $lead);
 449
 450                 // when creating a new contact, create the id for linking with other modules
 451                 // and do not populate it with lead's old account_id
 452                 if ($module == 'Contacts')
 453                 {
 454                     $beans[$module]->id = create_guid();
 455                     $beans[$module]->new_with_id = true;
 456                     $beans[$module]->account_id = '';
 457                 }
 458             }
 459             //If an existing bean was selected, relate it to the contact
 460             else if (!empty($vdef['ConvertLead']['select']))
 461             {
 462                 //Save the new record
 463                 $select = $vdef['ConvertLead']['select'];
 464                 $fieldDef = $beans['Contacts']->field_defs[$select];
 465                 if (!empty($fieldDef['id_name']) && !empty($_REQUEST[$fieldDef['id_name']]))
 466                 {
 467                     $beans['Contacts']->$fieldDef['id_name'] = $_REQUEST[$fieldDef['id_name']];
 468                     $selects[$module] = $_REQUEST[$fieldDef['id_name']];
 469                     if (!empty($_REQUEST[$select]))
 470                     {
 471                         $beans['Contacts']->$select = $_REQUEST[$select];
 472                     }
 473                     // Bug 39268 - Add the existing beans to a list of beans we'll potentially add the lead's activities to
 474                     $bean = loadBean($module);
 475                     $bean->retrieve($_REQUEST[$fieldDef['id_name']]);
 476                     $selectedBeans[$module] = $bean;
 477                     // If we selected the Contact, just overwrite the $beans['Contacts']
 478                     if ($module == 'Contacts')
 479                     {
 480                         $beans[$module] = $bean;
 481                     }
 482                 }
 483             }
 484         }
 485
 486         $this->handleActivities($lead, $beans);
 487         // Bug 39268 - Add the lead's activities to the selected beans
 488         $this->handleActivities($lead, $selectedBeans);
 489
 490         //link selected account to lead if it exists
 491         if (!empty($selectedBeans['Accounts']))
 492         {
 493             $lead->account_id = $selectedBeans['Accounts']->id;
 494         }
 495
 496         // link account to contact, if we picked an existing contact and created a new account
 497         if (!empty($beans['Accounts']->id) && !empty($beans['Contacts']->account_id)
 498                 && $beans['Accounts']->id != $beans['Contacts']->account_id)
 499         {
 500             $beans['Contacts']->account_id = $beans['Accounts']->id;
 501         }
 502
 503         // Saving beans with priorities.
 504         // Contacts and Accounts should be saved before lead activities to create correct relations
 505         $saveBeanPriority = array('Contacts', 'Accounts');
 506         $tempBeans = array();
 507
 508         foreach ($saveBeanPriority as $name)
 509         {
 510             if (isset($beans[$name]))
 511             {
 512                 $tempBeans[$name] = $beans[$name];
 513             }
 514         }
 515
 516         $beans = array_merge($tempBeans, $beans);
 517         unset($tempBeans);
 518
 519         //Handle non-contacts relationships
 520         foreach ($beans as $bean)
 521         {
 522             if (!empty($lead))
 523             {
 524                 if (empty($bean->assigned_user_id))
 525                 {
 526                     $bean->assigned_user_id = $lead->assigned_user_id;
 527                 }
 528                 $leadsRel = $this->findRelationship($bean, $lead);
 529                 if (!empty($leadsRel))
 530                 {
 531                     $bean->load_relationship($leadsRel);
 532                     $relObject = $bean->$leadsRel->getRelationshipObject();
 533                     if ($relObject->relationship_type == "one-to-many" && $bean->$leadsRel->_get_bean_position())
 534                     {
 535                         $id_field = $relObject->rhs_key;
 536                         $lead->$id_field = $bean->id;
 537                     }
 538                     else
 539                     {
 540                         $bean->$leadsRel->add($lead->id);
 541                     }
 542                 }
 543             }
 544             //Special case code for opportunities->Accounts
 545             if ($bean->object_name == "Opportunity" && empty($bean->account_id))
 546             {
 547                 if (isset($beans['Accounts']))
 548                 {
 549                     $bean->account_id = $beans['Accounts']->id;
 550                     $bean->account_name = $beans['Accounts']->name;
 551                 }
 552                 else if (!empty($selects['Accounts']))
 553                 {
 554                     $bean->account_id = $selects['Accounts'];
 555                 }
 556             }
 557
 558             //create meetings-users relationship
 559             if ($bean->object_name == "Meeting")
 560             {
 561                 $bean = $this->setMeetingsUsersRelationship($bean);
 562             }
 563             $this->copyAddressFields($bean, $beans['Contacts']);
 564
 565             $bean->save();
 566             //if campaign id exists then there should be an entry in campaign_log table for the newly created contact: bug 44522
 567             if (isset($lead->campaign_id) && $lead->campaign_id != null && $bean->object_name == "Contact")
 568             {
 569                 campaign_log_lead_or_contact_entry($lead->campaign_id, $lead, $beans['Contacts'], 'contact');
 570             }
 571         }
 572         if (!empty($lead))
 573         {       //Mark the original Lead converted
 574             $lead->status = "Converted";
 575             $lead->converted = '1';
 576             $lead->in_workflow = true;
 577             $lead->save();
 578         }
 579
 580         $this->displaySaveResults($beans);
 581     }
 582
 583     public function setMeetingsUsersRelationship($bean)
 584     {
 585         global $current_user;
 586         $meetingsRel = $this->findRelationshipByName($bean, $this->defs['Meetings']['ConvertLead']['relationship']);
 587         if (!empty($meetingsRel))
 588         {
 589             $bean->load_relationship($meetingsRel);
 590             $bean->$meetingsRel->add($current_user->id);
 591             return $bean;
 592         }
 593         else
 594         {
 595             return false;
 596         }
 597     }
 598     protected function displaySaveResults(
 599         $beans
 600         )
 601     {
 602         global $beanList;
 603         echo "<div><ul>";
 604         foreach($beans as $bean)
 605         {
 606             $beanName = $bean->object_name;
 607             if ( $beanName == 'Contact' && !$this->new_contact ) {
 608                 echo "<li>" . translate("LBL_EXISTING_CONTACT") . " -
 609                     <a href='index.php?module={$bean->module_dir}&action=DetailView&record={$bean->id}'>
 610                        {$bean->get_summary_text()}
 611                     </a></li>";
 612             }
 613             else {
 614                 global $app_list_strings;
 615                 if(!empty($app_list_strings['moduleListSingular'][$bean->module_dir])) {
 616                     $module_name = $app_list_strings['moduleListSingular'][$bean->module_dir];
 617                 } else {
 618                     $module_name = translate('LBL_MODULE_NAME', $bean->module_dir);
 619                 }
 620                 if(empty($module_name)) {
 621                     $module_name = translate($beanName);
 622                 }
 623                 echo "<li>" . translate("LBL_CREATED_NEW") . ' ' . $module_name . " -
 624                     <a href='index.php?module={$bean->module_dir}&action=DetailView&record={$bean->id}'>
 625                        {$bean->get_summary_text()}
 626                     </a></li>";
 627             }
 628         }
 629
 630         echo "</ul></div>";
 631     }
 632
 633     protected function handleActivities(
 634         $lead,
 635         $beans
 636         )
 637     {
 638         global $app_list_strings;
 639         global $sugar_config;
 640         global $app_strings;
 641         $parent_types = $app_list_strings['record_type_display'];
 642
 643         $activities = $this->getActivitiesFromLead($lead);
 644
 645         //if account is being created, we will specify the account as the parent bean
 646         $accountParentInfo = array();
 647
 648         //determine the account id info ahead of time if it is being created as part of this conversion
 649         if(!empty($beans['Accounts'])){
 650             $account_id = create_guid();
 651             if(!empty($beans['Accounts']->id)){
 652                 $account_id = $beans['Accounts']->id;
 653             }else{
 654                 $beans['Accounts']->id = $account_id;
 655             }
 656             $accountParentInfo = array('id'=>$account_id,'type'=>'Accounts');
 657         }
 658
 659         foreach($beans as $module => $bean)
 660         {
 661                 if (isset($parent_types[$module]))
 662                 {
 663                 if (empty($bean->id))
 664                 {
 665                     $bean->id = create_guid();
 666                             $bean->new_with_id = true;
 667                 }
 668                 if( isset($_POST['lead_conv_ac_op_sel']) && $_POST['lead_conv_ac_op_sel'] != 'None')
 669                 {
 670                         foreach($activities as $activity)
 671                                 {
 672                                     if (!isset($sugar_config['lead_conv_activity_opt']) || $sugar_config['lead_conv_activity_opt'] == 'copy') {
 673                                         if (isset($_POST['lead_conv_ac_op_sel'])) {
 674                                             //if the copy to module(s) are defined, copy only to those module(s)
 675                                             if (is_array($_POST['lead_conv_ac_op_sel'])) {
 676                                                 foreach ($_POST['lead_conv_ac_op_sel'] as $mod) {
 677                                                     if ($mod == $module) {
 678                                                         $this->copyActivityAndRelateToBean($activity, $bean, $accountParentInfo);
 679                                                         break;
 680                                                     }
 681                                                 }
 682                                             }
 683                                         }
 684                                     }
 685                                     else if ($sugar_config['lead_conv_activity_opt'] == 'move') {
 686                                         // if to move activities, should be only one module selected
 687                                         if ($_POST['lead_conv_ac_op_sel'] == $module) {
 688                                             $this->moveActivity($activity, $bean);
 689                                         }
 690                                     }
 691                                 }
 692                 }
 693                 }
 694         }
 695     }
 696
 697     /**
 698      * Change the parent id and parent type of an activity
 699      * @param $activity Activity to be modified
 700      * @param $bean New parent bean of the activity
 701      */
 702     protected function moveActivity($activity, $bean) {
 703         global $beanList;
 704
 705         $lead = null;
 706         if (!empty($_REQUEST['record']))
 707         {
 708             $lead = new Lead();
 709             $lead->retrieve($_REQUEST['record']);
 710         }
 711
 712         // delete the old relationship to the old parent (lead)
 713         if ($rel = $this->findRelationship($activity, $lead)) {
 714             $activity->load_relationship ($rel) ;
 715
 716             if ($activity->parent_id && $activity->id) {
 717                 $activity->$rel->delete($activity->id, $activity->parent_id);
 718             }
 719         }
 720
 721         // add the new relationship to the new parent (contact, account, etc)
 722         if ($rel = $this->findRelationship($activity, $bean)) {
 723             $activity->load_relationship ($rel) ;
 724
 725             $relObj = $activity->$rel->getRelationshipObject();
 726             if ( $relObj->relationship_type=='one-to-one' || $relObj->relationship_type == 'one-to-many' )
 727             {
 728                 $key = $relObj->rhs_key;
 729                 $activity->$key = $bean->id;
 730             }
 731             $activity->$rel->add($bean);
 732         }
 733
 734         // set the new parent id and type
 735         $activity->parent_id = $bean->id;
 736         $activity->parent_type = $bean->module_dir;
 737
 738         $activity->save();
 739     }
 740
 741     /**
 742      * Gets the list of activities related to the lead
 743      * @param Lead $lead Lead to get activities from
 744      * @return Array of Activity SugarBeans .
 745      */
 746         protected function getActivitiesFromLead(
 747             $lead
 748             )
 749         {
 750                 if (!$lead) return;
 751
 752                 global $beanList, $db;
 753
 754                 $activitesList = array("Calls", "Tasks", "Meetings", "Emails", "Notes");
 755                 $activities = array();
 756
 757                 foreach($activitesList as $module)
 758                 {
 759                         $beanName = $beanList[$module];
 760                         $activity = new $beanName();
 761                         $query = "SELECT id FROM {$activity->table_name} WHERE parent_id = '{$lead->id}' AND parent_type = 'Leads'";
 762                         $result = $db->query($query,true);
 763             while($row = $db->fetchByAssoc($result))
 764             {
 765                 $activity = new $beanName();
 766                                 $activity->retrieve($row['id']);
 767                                 $activity->fixUpFormatting();
 768                                 $activities[] = $activity;
 769             }
 770                 }
 771
 772                 return $activities;
 773         }
 774
 775         protected function copyActivityAndRelateToBean(
 776             $activity,
 777             $bean,
 778         $parentArr = array()
 779             )
 780         {
 781                 global $beanList;
 782
 783                 $newActivity = clone $activity;
 784                 $newActivity->id = create_guid();
 785                 $newActivity->new_with_id = true;
 786
 787         //set the parent id and type if it was passed in, otherwise use blank to wipe it out
 788         $parentID = '';
 789         $parentType = '';
 790         if(!empty($parentArr)){
 791             if(!empty($parentArr['id'])){
 792                 $parentID = $parentArr['id'];
 793             }
 794
 795             if(!empty($parentArr['type'])){
 796                 $parentType = $parentArr['type'];
 797             }
 798
 799         }
 800
 801                 //Special case to prevent duplicated tasks from appearing under Contacts multiple times
 802         if ($newActivity->module_dir == "Tasks" && $bean->module_dir != "Contacts")
 803         {
 804             $newActivity->contact_id = $newActivity->contact_name = "";
 805         }
 806
 807                 if ($rel = $this->findRelationship($newActivity, $bean))
 808         {
 809             if (isset($newActivity->$rel))
 810             {
 811                 // this comes form $activity, get rid of it and load our own
 812                 $newActivity->$rel = '';
 813             }
 814
 815             $newActivity->load_relationship ($rel) ;
 816             $relObj = $newActivity->$rel->getRelationshipObject();
 817             if ( $relObj->relationship_type=='one-to-one' || $relObj->relationship_type == 'one-to-many' )
 818             {
 819                 $key = $relObj->rhs_key;
 820                 $newActivity->$key = $bean->id;
 821             }
 822
 823             //parent (related to field) should be blank unless it is explicitly sent in
 824             //it is not sent in unless the account is being created as well during lead conversion
 825             $newActivity->parent_id =  $parentID;
 826             $newActivity->parent_type = $parentType;
 827
 828                 $newActivity->update_date_modified = false; //bug 41747
 829                 $newActivity->save();
 830             $newActivity->$rel->add($bean);
 831             if ($newActivity->module_dir == "Notes" && $newActivity->filename) {
 832                         UploadFile::duplicate_file($activity->id, $newActivity->id,  $newActivity->filename);
 833                 }
 834          }
 835         }
 836
 837     /**
 838      * Populates the passed in Bean fron the contact and the $_REQUEST
 839      * @param String $module Module of new bean
 840      * @param SugarBean $bean SugarBean to be populated.
 841      * @param Contact $contact Contact to relate the bean to.
 842      */
 843         protected function populateNewBean(
 844             $module,
 845             $bean,
 846             $contact,
 847             $lead
 848             )
 849         {
 850                 populateFromPost($module, $bean, true);
 851
 852                 //Copy data from the contact to new bean
 853                 foreach($bean->field_defs as $field => $def)
 854                 {
 855                         if(!isset($_REQUEST[$module . $field]) && isset($lead->$field) && $field != 'id')
 856                         {
 857                                 $bean->$field = $lead->$field;
 858                                 if($field == 'date_entered') $bean->$field = gmdate($GLOBALS['timedate']->get_db_date_time_format()); //bug 41030
 859                         }
 860                 }
 861                 //Try to link to the new contact
 862                 $contactRel = "";
 863                 if (!empty($vdef['ConvertLead']['select']))
 864                 {
 865                         $select = $vdef['ConvertLead']['select'];
 866                         $fieldDef = $contact->field_defs[$select];
 867                         if (!empty($fieldDef['id_name']))
 868                         {
 869                                 $bean->id = create_guid();
 870                                 $bean->new_with_id = true;
 871                                 $contact->$fieldDef['id_name'] = $bean->id ;
 872                                 if ($fieldDef['id_name'] != $select) {
 873                                         $rname = isset($fieldDef['rname']) ? $fieldDef['rname'] : "";
 874                                         if (!empty($rname) && isset($bean->$rname))
 875                                                 $contact->$select = $bean->$rname;
 876                                         else
 877                                                 $contact->$select = $bean->name;
 878                                 }
 879                         }
 880                 } else if ($module != "Contacts"){
 881                         $contactRel = $this->findRelationship($contact, $bean);
 882                         if (!empty($contactRel))
 883                         {
 884                                 $bean->id = create_guid();
 885                                 $bean->new_with_id = true;
 886                                 $contact->load_relationship ($contactRel) ;
 887                                 $relObject = $contact->$contactRel->getRelationshipObject();
 888                                 if ($relObject->relationship_type == "one-to-many" && $contact->$contactRel->_get_bean_position())
 889                                 {
 890                                         $id_field = $relObject->rhs_key;
 891                                         $bean->$id_field = $contact->id;
 892                                 } else {
 893                                         $contact->$contactRel->add($bean);
 894                                 }
 895                                 //Set the parent of activites to the new Contact
 896                                 if (isset($bean->field_defs['parent_id']) && isset($bean->field_defs['parent_type']))
 897                                 {
 898                                         $bean->parent_id = $contact->id;
 899                                         $bean->parent_type = "Contacts";
 900                                 }
 901                         }
 902                 }
 903         }
 904
 905         protected function copyAddressFields($bean, $contact)
 906         {
 907         //Copy over address info from the contact to any beans with address not set
 908                 foreach($bean->field_defs as $field => $def)
 909                         {
 910                                 if(!isset($_REQUEST[$bean->module_dir . $field]) && strpos($field, "_address_") !== false)
 911                                 {
 912                                         $set = "primary";
 913                                         if (strpos($field, "alt_") !== false || strpos($field, "shipping_") !== false)
 914                                                 $set = "alt";
 915                                         $type = "";
 916
 917                                         if(strpos($field, "_address_street_2") !== false)
 918                                                 $type = "_address_street_2";
 919                                         else if(strpos($field, "_address_street_3") !== false)
 920                                                 $type = "_address_street_3";
 921                                         else if(strpos($field, "_address_street_4") !== false)
 922                                                 $type = "";
 923                                         else if(strpos($field, "_address_street") !== false)
 924                                                 $type = "_address_street";
 925                                         else if(strpos($field, "_address_city") !== false)
 926                                                 $type = "_address_city";
 927                                         else if(strpos($field, "_address_state") !== false)
 928                                                 $type = "_address_state";
 929                                         else if(strpos($field, "_address_postalcode") !== false)
 930                                                 $type = "_address_postalcode";
 931                                         else if(strpos($field, "_address_country") !== false)
 932                                                 $type = "_address_country";
 933
 934                                                 $var = $set.$type;
 935                                         if (isset($contact->$var))
 936                                                 $bean->$field = $contact->$var;
 937                                 }
 938                         }
 939         }
 940
 941
 942     protected function findRelationship(
 943         $from,
 944         $to
 945         )
 946     {
 947         global $dictionary;
 948         require_once("modules/TableDictionary.php");
 949         foreach ($from->field_defs as $field=>$def)
 950         {
 951             if (isset($def['type']) && $def['type'] == "link" && isset($def['relationship']))
 952                         {
 953                 $rel_name = $def['relationship'];
 954                 $rel_def = "";
 955                 if (isset($dictionary[$from->object_name]['relationships']) && isset($dictionary[$from->object_name]['relationships'][$rel_name]))
 956                 {
 957                     $rel_def = $dictionary[$from->object_name]['relationships'][$rel_name];
 958                 }
 959                 else if (isset($dictionary[$to->object_name]['relationships']) && isset($dictionary[$to->object_name]['relationships'][$rel_name]))
 960                 {
 961                     $rel_def = $dictionary[$to->object_name]['relationships'][$rel_name];
 962                 }
 963                 else if (isset($dictionary[$rel_name]) && isset($dictionary[$rel_name]['relationships'])
 964                         && isset($dictionary[$rel_name]['relationships'][$rel_name]))
 965                 {
 966                         $rel_def = $dictionary[$rel_name]['relationships'][$rel_name];
 967                 }
 968                 if (!empty($rel_def)) {
 969                     if ($rel_def['lhs_module'] == $from->module_dir && $rel_def['rhs_module'] == $to->module_dir )
 970                     {
 971                         return $field;
 972                     }
 973                     else if ($rel_def['rhs_module'] == $from->module_dir && $rel_def['lhs_module'] == $to->module_dir )
 974                     {
 975                         return $field;
 976                     }
 977                 }
 978             }
 979         }
 980         return false;
 981     }
 982
 983     protected function findRelationshipByName($from, $rel_name)
 984     {
 985         global $dictionary;
 986         require_once("modules/TableDictionary.php");
 987         foreach ($from->field_defs as $field => $def)
 988         {
 989             if (isset($def['relationship']) && $def['relationship'] == $rel_name)
 990             {
 991                 return $field;
 992             }
 993         }
 994         return false;
 995     }
 996         /**
 997          * @see SugarView::_getModuleTitleParams()
 998          */
 999         protected function _getModuleTitleParams($browserTitle = false)
1000         {
1001             global $mod_strings;
1002             $params = parent::_getModuleTitleParams($browserTitle);
1003             $params[] = "<a href='index.php?module=Leads&action=DetailView&record={$this->bean->id}'>{$this->bean->name}</a>";
1004             $params[] = $mod_strings['LBL_CONVERTLEAD'];
1005         return $params;
1006     }
1007
1008
1009     protected function checkForDuplicates(
1010         $lead
1011         )
1012     {
1013         if ($lead->status == "Converted")
1014         {
1015                 echo ("<span class='error'>" . translate('LBL_CONVERTLEAD_WARNING'));
1016                 $dupes = array();
1017                 $q = "SELECT id, first_name, last_name FROM contacts WHERE first_name LIKE '{$lead->first_name}' AND last_name LIKE '{$lead->last_name}'";
1018                 $result = $lead->db->query($q);
1019                 while($row = $lead->db->fetchByAssoc($result)) {
1020                         $contact = new Contact();
1021                         $contact->retrieve($row['id']);
1022                         $dupes[$row['id']] = $contact->name;
1023                 }
1024                 if (!empty($dupes))
1025                 {
1026                         foreach($dupes as $id => $name)
1027                         {
1028                                 echo (translate('LBL_CONVERTLEAD_WARNING_INTO_RECORD') . "<a href='index.php?module=Contacts&action=DetailView&record=$id'>$name</a>");
1029                                 break;
1030                         }
1031                 }
1032                 echo "</span>";
1033         }
1034         return false;
1035     }
1036 }