Files
crm.twinpol.com/modules/Leads/Lead.php
2025-05-12 15:44:39 +00:00

585 lines
21 KiB
PHP
Executable File

<?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
/*********************************************************************************
* SugarCRM is a customer relationship management program developed by
* SugarCRM, Inc. Copyright (C) 2004-2010 SugarCRM Inc.
*
* This program is free software; you can redistribute it and/or modify it under
* the terms of the GNU Affero General Public License version 3 as published by the
* Free Software Foundation with the addition of the following permission added
* to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK
* IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY
* OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.
*
* 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 Affero General Public License for more
* details.
*
* You should have received a copy of the GNU Affero General Public License along with
* this program; if not, see http://www.gnu.org/licenses or write to the Free
* Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA
* 02110-1301 USA.
*
* You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road,
* SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com.
*
* The interactive user interfaces in modified source and object code versions
* of this program must display Appropriate Legal Notices, as required under
* Section 5 of the GNU Affero General Public License version 3.
*
* In accordance with Section 7(b) of the GNU Affero General Public License version 3,
* these Appropriate Legal Notices must retain the display of the "Powered by
* SugarCRM" logo. If the display of the logo is not reasonably feasible for
* technical reasons, the Appropriate Legal Notices must display the words
* "Powered by SugarCRM".
********************************************************************************/
/*********************************************************************************
* Description: TODO: To be written.
* Portions created by SugarCRM are Copyright (C) SugarCRM, Inc.
* All Rights Reserved.
* Contributor(s): ______________________________________..
********************************************************************************/
require_once('include/SugarObjects/templates/person/Person.php');
require_once('include/SugarObjects/templates/person/Person.php');
// Lead is used to store profile information for people who may become customers.
class Lead extends Person {
var $field_name_map;
// Stored fields
var $id;
var $date_entered;
var $date_modified;
var $modified_user_id;
var $assigned_user_id;
var $created_by;
var $created_by_name;
var $modified_by_name;
var $description;
var $salutation;
var $first_name;
var $last_name;
var $title;
var $department;
var $reports_to_id;
var $do_not_call;
var $phone_home;
var $phone_mobile;
var $phone_work;
var $phone_other;
var $phone_fax;
var $refered_by;
var $email1;
var $email2;
var $primary_address_street;
var $primary_address_city;
var $primary_address_state;
var $primary_address_postalcode;
var $primary_address_country;
var $alt_address_street;
var $alt_address_city;
var $alt_address_state;
var $alt_address_postalcode;
var $alt_address_country;
var $name;
var $full_name;
var $portal_name;
var $portal_app;
var $contact_id;
var $contact_name;
var $account_id;
var $opportunity_id;
var $opportunity_name;
var $opportunity_amount;
//used for vcard export only
var $birthdate;
var $status;
var $status_description;
var $lead_source;
var $lead_source_description;
// These are for related fields
var $account_name;
var $acc_name_from_accounts;
var $account_site;
var $account_description;
var $case_role;
var $case_rel_id;
var $case_id;
var $task_id;
var $note_id;
var $meeting_id;
var $call_id;
var $email_id;
var $assigned_user_name;
var $campaign_id;
var $campaign_name;
var $alt_address_street_2;
var $alt_address_street_3;
var $primary_address_street_2;
var $primary_address_street_3;
var $table_name = "leads";
var $object_name = "Lead";
var $object_names = "Leads";
var $module_dir = "Leads";
var $new_schema = true;
var $emailAddress;
var $importable = true;
// This is used to retrieve related fields from form posts.
var $additional_column_fields = Array('assigned_user_name', 'task_id', 'note_id', 'meeting_id', 'call_id', 'email_id');
var $relationship_fields = Array('email_id'=>'emails','call_id'=>'calls','meeting_id'=>'meetings','task_id'=>'tasks',);
function Lead() {
parent::Person();
}
function get_account()
{
if(isset($this->account_id) && !empty($this->account_id)){
$query = "SELECT name , assigned_user_id account_name_owner FROM accounts WHERE id='{$this->account_id}'";
//requireSingleResult has beeen deprecated.
//$result = $this->db->requireSingleResult($query);
$result = $this->db->limitQuery($query,0,1,true, "Want only a single row");
if(!empty($result)){
$row = $this->db->fetchByAssoc($result);
$this->account_name = $row['name'];
$this->account_name_owner = $row['account_name_owner'];
$this->account_name_mod = 'Accounts';
}
}}
function get_opportunity()
{
if(isset($this->opportunity_id) && !empty($this->opportunity_id)){
$query = "SELECT name, assigned_user_id opportunity_name_owner FROM opportunities WHERE id='{$this->opportunity_id}'";
//requireSingleResult has beeen deprecated.
//$result = $this->db->requireSingleResult($query);
$result = $this->db->limitQuery($query,0,1,true, "Want only a single row");
if(!empty($result)){
$row = $this->db->fetchByAssoc($result);
$this->opportunity_name = $row['name'];
$this->opportunity_name_owner = $row['opportunity_name_owner'];
$this->opportunity_name_mod = 'Opportunities';
}
}}
function get_contact()
{
global $locale;
if(isset($this->contact_id) && !empty($this->contact_id)){
$query = "SELECT first_name, last_name, assigned_user_id contact_name_owner FROM contacts WHERE id='{$this->contact_id}'";
//requireSingleResult has beeen deprecated.
//$result = $this->db->requireSingleResult($query);
$result = $this->db->limitQuery($query,0,1,true, "Want only a single row");
if(!empty($result)){
$row= $this->db->fetchByAssoc($result);
$this->contact_name = $locale->getLocaleFormattedName($row['first_name'], $row['last_name']);
$this->contact_name_owner = $row['contact_name_owner'];
$this->contact_name_mod = 'Contacts';
}
}}
function create_list_query($order_by, $where, $show_deleted=0)
{
$custom_join = $this->custom_fields->getJOIN();
$query = "SELECT ";
$query .= "$this->table_name.*, users.user_name assigned_user_name";
if($custom_join){
$query .= $custom_join['select'];
}
$query .= " FROM leads ";
$query .= " LEFT JOIN users
ON leads.assigned_user_id=users.id ";
$query .= "LEFT JOIN email_addr_bean_rel eabl ON eabl.bean_id = leads.id AND eabl.bean_module = 'Leads' and eabl.primary_address = 1 and eabl.deleted=0 ";
$query .= "LEFT JOIN email_addresses ea ON (ea.id = eabl.email_address_id) ";
if($custom_join){
$query .= $custom_join['join'];
}
$where_auto = '1=1';
if($show_deleted == 0){
$where_auto = " leads.deleted=0 ";
}else if($show_deleted == 1){
$where_auto = " leads.deleted=1 ";
}
if($where != "")
$query .= "where ($where) AND ".$where_auto;
else
$query .= "where ".$where_auto; //."and (leads.converted='0')";
if(!empty($order_by))
$query .= " ORDER BY $order_by";
return $query;
}
function create_new_list_query($order_by, $where,$filter=array(),$params=array(), $show_deleted = 0,$join_type='', $return_array = false, $parentbean = null, $singleSelect = false){
$ret_array = parent::create_new_list_query($order_by, $where, $filter, $params, $show_deleted, $join_type, true, $parentbean, $singleSelect);
if(strpos($ret_array['select'],"leads.account_name") == false && strpos($ret_array['select'],"leads.*") == false)
$ret_array['select'] .= " ,leads.account_name";
if ( !$return_array )
return $ret_array['select'] . $ret_array['from'] . $ret_array['where']. $ret_array['order_by'];
return $ret_array;
}
function create_export_query(&$order_by, &$where, $relate_link_join='')
{
$custom_join = $this->custom_fields->getJOIN(true, true,$where);
if($custom_join)
$custom_join['join'] .= $relate_link_join;
$query = "SELECT
leads.*, email_addresses.email_address email1,
users.user_name assigned_user_name";
if($custom_join){
$query .= $custom_join['select'];
}
$query .= " FROM leads ";
$query .= " LEFT JOIN users
ON leads.assigned_user_id=users.id ";
//join email address table too.
$query .= ' LEFT JOIN email_addr_bean_rel on leads.id = email_addr_bean_rel.bean_id and email_addr_bean_rel.bean_module=\'Leads\' and email_addr_bean_rel.deleted=0 and email_addr_bean_rel.primary_address=1 ';
$query .= ' LEFT JOIN email_addresses on email_addresses.id = email_addr_bean_rel.email_address_id ' ;
if($custom_join){
$query .= $custom_join['join'];
}
$where_auto = " leads.deleted=0 ";
if($where != "")
$query .= "where ($where) AND ".$where_auto;
else
$query .= "where ".$where_auto;
if(!empty($order_by))
$query .= " ORDER BY $order_by";
return $query;
}
function converted_lead($leadid, $contactid, $accountid, $opportunityid){
$query = "UPDATE leads set converted='1', contact_id=$contactid, account_id=$accountid, opportunity_id=$opportunityid where id=$leadid and deleted=0";
$this->db->query($query,true,"Error converting lead: ");
//we must move the status out here in order to be able to capture workflow conditions
$leadid = str_replace("'","", $leadid);
$lead = new Lead();
$lead->retrieve($leadid);
$lead->status='Converted';
$lead->save();
}
function fill_in_additional_list_fields()
{
parent::fill_in_additional_list_fields();
$this->_create_proper_name_field();
$this->get_account();
}
function fill_in_additional_detail_fields()
{
//Fill in the assigned_user_name
//if(!empty($this->status))
//$this->status = translate('lead_status_dom', '', $this->status);
parent::fill_in_additional_detail_fields();
$this->_create_proper_name_field();
$this->get_contact();
$this->get_opportunity();
$this->get_account();
if(!empty($this->campaign_id)){
$camp = new Campaign();
$where = "campaigns.id='$this->campaign_id'";
$campaign_list = $camp->get_full_list("campaigns.name", $where, true);
if(!empty($campaign_list))
$this->campaign_name = $campaign_list[0]->name;
}
}
function get_list_view_data(){
/*global $app_list_strings;
global $current_user;
$temp_array = $this->get_list_view_array();
$temp_array['STATUS'] = (empty($temp_array['STATUS'])) ? '' : $temp_array['STATUS'];
$temp_array['ENCODED_NAME']=$this->name;
$temp_array['NAME']=$this->name;
$temp_array['EMAIL1'] = $this->emailAddress->getPrimaryAddress($this);
$this->email1 = $temp_array['EMAIL1'];
$temp_array['EMAIL1_LINK'] = $current_user->getEmailLink('email1', $this, '', '', 'ListView');
$temp_array['ACC_NAME_FROM_ACCOUNTS'] = empty($temp_array['ACC_NAME_FROM_ACCOUNTS']) ? ($temp_array['ACCOUNT_NAME']) : ($temp_array['ACC_NAME_FROM_ACCOUNTS']);
return $temp_array;
*/
$this->_create_proper_name_field();
$temp_array = parent::get_list_view_data();
$temp_array['ACC_NAME_FROM_ACCOUNTS'] = empty($temp_array['ACC_NAME_FROM_ACCOUNTS']) ? ($temp_array['ACCOUNT_NAME']) : ($temp_array['ACC_NAME_FROM_ACCOUNTS']);
return $temp_array;
}
/**
* Returns an array of fields that are of type link.
*
* @return array List of fields.
*
* Internal function, do not override.
*/
//fix for bug 27339 Shine
function get_linked_fields()
{
$linked_fields=array();
$fieldDefs = $this->getFieldDefinitions();
//find all definitions of type link.
if (!empty($fieldDefs))
{
foreach ($fieldDefs as $name=>$properties)
{
if ($name == 'oldmeetings' || $name == 'oldcalls') { continue; }
elseif (array_search('link',$properties) === 'type')
{
$linked_fields[$name]=$properties;
}
}
}
return $linked_fields;
}
/**
builds a generic search based on the query string using or
do not include any $this-> because this is called on without having the class instantiated
*/
function build_generic_where_clause ($the_query_string) {
$where_clauses = Array();
$the_query_string = $GLOBALS['db']->quote($the_query_string);
array_push($where_clauses, "leads.last_name like '$the_query_string%'");
array_push($where_clauses, "leads.account_name like '$the_query_string%'");
array_push($where_clauses, "leads.first_name like '$the_query_string%'");
array_push($where_clauses, "ea.email_address like '$the_query_string%'");
if (is_numeric($the_query_string)) {
array_push($where_clauses, "leads.phone_home like '%$the_query_string%'");
array_push($where_clauses, "leads.phone_mobile like '%$the_query_string%'");
array_push($where_clauses, "leads.phone_work like '%$the_query_string%'");
array_push($where_clauses, "leads.phone_other like '%$the_query_string%'");
array_push($where_clauses, "leads.phone_fax like '%$the_query_string%'");
}
$the_where = "";
foreach($where_clauses as $clause)
{
if($the_where != "") $the_where .= " or ";
$the_where .= $clause;
}
return $the_where;
}
function set_notification_body($xtpl, $lead)
{
global $app_list_strings;
global $locale;
$xtpl->assign("LEAD_NAME", $locale->getLocaleFormattedName($lead->first_name, $lead->last_name, $lead->salutation));
$xtpl->assign("LEAD_SOURCE", (isset($lead->lead_source) ? $app_list_strings['lead_source_dom'][$lead->lead_source] : ""));
$xtpl->assign("LEAD_STATUS", (isset($lead->status)? $app_list_strings['lead_status_dom'][$lead->status]:""));
$xtpl->assign("LEAD_DESCRIPTION", $lead->description);
return $xtpl;
}
function bean_implements($interface){
switch($interface){
case 'ACL':return true;
}
return false;
}
function listviewACLHelper(){
$array_assign = parent::listviewACLHelper();
$is_owner = false;
if(!empty($this->account_name)){
if(!empty($this->account_name_owner)){
global $current_user;
$is_owner = $current_user->id == $this->account_name_owner;
}
}
if( ACLController::checkAccess('Accounts', 'view', $is_owner)){
$array_assign['ACCOUNT'] = 'a';
}else{
$array_assign['ACCOUNT'] = 'span';
}
$is_owner = false;
if(!empty($this->opportunity_name)){
if(!empty($this->opportunity_name_owner)){
global $current_user;
$is_owner = $current_user->id == $this->opportunity_name_owner;
}
}
if( ACLController::checkAccess('Opportunities', 'view', $is_owner)){
$array_assign['OPPORTUNITY'] = 'a';
}else{
$array_assign['OPPORTUNITY'] = 'span';
}
$is_owner = false;
if(!empty($this->contact_name)){
if(!empty($this->contact_name_owner)){
global $current_user;
$is_owner = $current_user->id == $this->contact_name_owner;
}
}
if( ACLController::checkAccess('Contacts', 'view', $is_owner)){
$array_assign['CONTACT'] = 'a';
}else{
$array_assign['CONTACT'] = 'span';
}
return $array_assign;
}
//carrys forward custom lead fields to contacts, accounts, opportunities during Lead Conversion
function convertCustomFieldsForm(&$form, &$tempBean, &$prefix) {
global $mod_strings, $app_list_strings, $app_strings, $lbl_required_symbol;
foreach($this->field_defs as $field => $value) {
if(!empty($value['source']) && $value['source'] == 'custom_fields') {
if( !empty($tempBean->field_defs[$field]) AND isset($tempBean->field_defs[$field]) ) {
$form .= "<tr><td nowrap colspan='4' class='dataLabel'>".$mod_strings[$tempBean->field_defs[$field]['vname']].":";
if( !empty($tempBean->custom_fields->avail_fields[$field]['required']) AND ( ($tempBean->custom_fields->avail_fields[$field]['required']== 1) OR ($tempBean->custom_fields->avail_fields[$field]['required']== '1') OR ($tempBean->custom_fields->avail_fields[$field]['required']== 'true') OR ($tempBean->custom_fields->avail_fields[$field]['required']== true) ) ) {
$form .= "&nbsp;<span class='required'>".$lbl_required_symbol."</span>";
}
$form .= "</td></tr>";
$form .= "<tr><td nowrap colspan='4' class='dataField' nowrap>";
if(isset($value['isMultiSelect']) && $value['isMultiSelect'] == 1){
$this->$field = unencodeMultienum($this->$field);
$multiple = "multiple";
$array = '[]';
} else {
$multiple = null;
$array = null;
}
if(!empty($value['options']) AND isset($value['options']) ) {
$form .= "<select " . $multiple . " name='".$prefix.$field.$array."'>";
$form .= get_select_options_with_id($app_list_strings[$value['options']], $this->$field);
$form .= "</select";
} elseif($value['type'] == 'bool' ) {
if( ($this->$field == 1) OR ($this->$field == '1') ) { $checked = 'checked'; } else { $checked = ''; }
$form .= "<input type='checkbox' name='".$prefix.$field."' id='".$prefix.$field."' value='1' ".$checked."/>";
} elseif($value['type'] == 'text' ) {
$form .= "<textarea name='".$prefix.$field."' rows='6' cols='50'>".$this->$field."</textarea>";
} elseif($value['type'] == 'date' ) {
$form .= "<input name='".$prefix.$field."' id='jscal_field".$field."' type='text' size='11' maxlength='10' value='".$this->$field."'>&nbsp;<img src='".SugarThemeRegistry::current()->getImageURL('jscalendar.gif')."' alt='Enter Date' id='jscal_trigger".$field."' align='absmiddle'> <span class='dateFormat'>yyyy-mm-dd</span><script type='text/javascript'>Calendar.setup ({inputField : 'jscal_field".$field."', ifFormat : '%Y-%m-%d', showsTime : false, button : 'jscal_trigger".$field."', singleClick : true, step : 1, weekNumbers:false}); addToValidate('ConvertLead', '".$field."', 'date', false,'".$mod_strings[$tempBean->field_defs[$field]['vname']]."' );</script>";
} else {
$form .= "<input name='".$prefix.$field."' type='text' value='".$this->$field."'>";
if($this->custom_fields->avail_fields[$field]['type'] == 'int') {
$form .= "<script>addToValidate('ConvertLead', '".$prefix.$field."', 'int', false,'".$prefix.":".$mod_strings[$tempBean->field_defs[$field]['vname']]."' );</script>";
}
elseif($this->custom_fields->avail_fields[$field]['type'] == 'float') {
$form .= "<script>addToValidate('ConvertLead', '".$prefix.$field."', 'float', false,'".$prefix.":".$mod_strings[$tempBean->field_defs[$field]['vname']]."' );</script>";
}
}
if( !empty($tempBean->custom_fields->avail_fields[$field]['required']) AND ( ($tempBean->custom_fields->avail_fields[$field]['required']== 1) OR ($tempBean->custom_fields->avail_fields[$field]['required']== '1') OR ($tempBean->custom_fields->avail_fields[$field]['required']== 'true') OR ($tempBean->custom_fields->avail_fields[$field]['required']== true) ) ) {
$form .= "<script>addToValidate('ConvertLead', '".$prefix.$field."', 'relate', true,'".$prefix.":".$mod_strings[$tempBean->field_defs[$field]['vname']]."' );</script>";
}
$form .= "</td></tr>";
}
}
}
return true;
}
function save($check_notify = false) {
if(empty($this->status))
$this->status = 'New';
// call save first so that $this->id will be set
$value = parent::save($check_notify);
return $value;
}
function get_unlinked_email_query($type=array()) {
return get_unlinked_email_query($type, $this);
}
/**
* Returns query to find the related calls created pre-5.1
*
* @return string SQL statement
*/
public function get_old_related_calls()
{
$return_array['select']='SELECT calls.id ';
$return_array['from']='FROM calls ';
$return_array['where']=" WHERE calls.parent_id = '$this->id'
AND calls.parent_type = 'Leads' AND calls.id NOT IN ( SELECT call_id FROM calls_leads ) ";
$return_array['join'] = "";
$return_array['join_tables'][0] = '';
return $return_array;
}
/**
* Returns query to find the related meetings created pre-5.1
*
* @return string SQL statement
*/
public function get_old_related_meetings()
{
$return_array['select']='SELECT meetings.id ';
$return_array['from']='FROM meetings ';
$return_array['where']=" WHERE meetings.parent_id = '$this->id'
AND meetings.parent_type = 'Leads' AND meetings.id NOT IN ( SELECT meeting_id FROM meetings_leads ) ";
$return_array['join'] = "";
$return_array['join_tables'][0] = '';
return $return_array;
}
}
?>