forecast.jsp

国外的一套开源CRM

   
   boolean opportunityHasProducts = opportunityHasProductsString.equals("yes");

   double dealTotal = 0.0;
   ArrayList subRoles = null;
   String view = "individual";
   if(request.getParameter("view") != null){
     view = request.getParameter("view");
     if(view.equalsIgnoreCase("role")){
      subRoles = (ArrayList)RoleHelper.getSubordinateRolesForParty((String)session.getAttribute("partyId"), (String)session.getAttribute("roleId"), delegator);

	  Debug.logVerbose("sub-roles = " + subRoles.toString(), "forecast");
	 }
   }

    int month = (request.getParameter("month") == null ? (Calendar.getInstance().get(Calendar.MONTH) + 1) : Integer.parseInt(request.getParameter("month")));
    int year = (request.getParameter("year") == null ? Calendar.getInstance().get(Calendar.YEAR) : Integer.parseInt(request.getParameter("year")));
    String quarterString = CalendarUtil.getQuarterString(month, fyStartMonth);
    int quarterMonthNumbers[] = CalendarUtil.getQuarterMonthNumbers(month, fyStartMonth);
    String quarterMonthNames[] = CalendarUtil.getQuarterMonthNames(month, fyStartMonth);

    // Get Forecasts
    ArrayList forecastFindList = new ArrayList();
    forecastFindList.add(new EntityExpr("contactId", EntityOperator.EQUALS, userInfo.getPartyId()));
    forecastFindList.add(new EntityExpr("month", EntityOperator.GREATER_THAN_EQUAL_TO, new Long(quarterMonthNumbers[0])));
    forecastFindList.add(new EntityExpr("month", EntityOperator.LESS_THAN_EQUAL_TO, new Long(quarterMonthNumbers[2])));
    forecastFindList.add(new EntityExpr("year", EntityOperator.EQUALS, new Long(year)));
    List forecastList = delegator.findByAnd("Forecast", forecastFindList, UtilMisc.toList("year", "month"));

    // Make sure there are 3 forecast records.  If not, create them in the list,
    // but don't store them yet.
    for (int monthNdx = 0; monthNdx < 3; monthNdx++) {
        boolean foundForecast = false;
        // Look through the forecasts and see if one was found for this month.
        Iterator forecastI = forecastList.iterator();
        while (forecastI.hasNext() && !foundForecast) {
            GenericValue forecastGV = (GenericValue) forecastI.next();
            long forecastMonth = forecastGV.getLong("month").longValue();
            if (forecastMonth == quarterMonthNumbers[monthNdx]) {
                foundForecast = true;
            }
        }
        if (!foundForecast) {
            // Need to create a new forecast.
            GenericValue forecastGV = new GenericValue(delegator.getModelEntity("Forecast"));
            forecastGV.setDelegator(delegator);
            forecastGV.set("contactId", userInfo.getPartyId());
            forecastGV.set("year", new Long(year));
            forecastGV.set("month", new Long(quarterMonthNumbers[monthNdx]));
            forecastGV.set("quotaAmount", new Double(0));
            forecastList.add(forecastGV);
        }
    }

    boolean quotaSaved = false;
    if (request.getParameter("saveQuotaButton") != null && request.getParameter("saveQuotaButton").equals("Save")) {

        // Update all 3 forecast records.
        Iterator forecastI = forecastList.iterator();
        while (forecastI.hasNext()) {
            GenericValue forecastGV = (GenericValue) forecastI.next();
            long forecastMonth = forecastGV.getLong("month").longValue();

            Double quotaAmount;
            String parameterName = "quota" + String.valueOf(forecastMonth - quarterMonthNumbers[0]);
            if (request.getParameter(parameterName) != null) {
                String quotaAmountString = request.getParameter(parameterName);
                DecimalFormat decimalParser = new DecimalFormat();
                ParsePosition parsePosition = new ParsePosition(0);
                Number parsedNumber = decimalParser.parse(quotaAmountString, parsePosition);
//out.write("parsed value: " + String.valueOf(parsedNumber) + "<BR>");
                quotaAmount = new Double(String.valueOf(parsedNumber));
            } else {
                quotaAmount = new Double(0);
            }

            if (forecastGV.get("forecastId")==null) forecastGV.set("forecastId", GenericReplicator.getNextSeqId("Forecast", delegator));
            forecastGV.set("quotaAmount", quotaAmount);
            Timestamp now = new Timestamp(new java.util.Date().getTime());
            if (forecastGV.get("createdBy")==null ) forecastGV.set("createdBy", userInfo.getPartyId());
            if (forecastGV.get("createdDate")==null ) forecastGV.set("createdDate", now);
            forecastGV.set("modifiedBy", userInfo.getPartyId());
            forecastGV.set("modifiedDate", now);
        }

        delegator.storeAll(forecastList);
        quotaSaved = true;
    }

  //get deail/forecast details
  Calendar cal = Calendar.getInstance();
  cal.set(Calendar.MONTH, month - 1);
  cal.set(Calendar.YEAR, year);

  //for a role, find every oportunity under this role.  Each opportunity should be owned by the role-contact.  the opportunity should be in-forecast, and within the current quarter.

  DynamicViewEntity dve = EntityHelper.createDynamicViewEntity( delegator, "Deal"); 
  dve.addMemberEntity("EntityAccess", "EntityAccess");
  dve.addViewLink("Deal", "EntityAccess", Boolean.FALSE, UtilMisc.toList(new ModelKeyMap("dealId", "entityId")));
  dve.addMemberEntity("TeamMember", "TeamMember");
  dve.addViewLink("EntityAccess", "TeamMember", Boolean.FALSE, UtilMisc.toList(new ModelKeyMap("partyId", "teamId")));

  dve.addAlias("TeamMember", "teamOwner", null, null, null, null, null);
  dve.addAlias("TeamMember", "partyId", null, null, null, null, null);
  dve.addAlias("EntityAccess", "entity", null, null, null, null, null);
  dve.addAlias("EntityAccess", "partyEntityType", null, null, null, null, null);
     
  ArrayList list = new ArrayList();
  list.add(new EntityExpr("teamOwner", EntityOperator.EQUALS, "Y"));
  list.add(new EntityExpr("projectedCloseDate", EntityOperator.LESS_THAN_EQUAL_TO, new java.sql.Date( CalendarUtil.getMaximumQuarterDate(month, year, fyStartMonth).getTime())));
  list.add(new EntityExpr("projectedCloseDate", EntityOperator.GREATER_THAN_EQUAL_TO, new java.sql.Date( CalendarUtil.getMinimumQuarterDate(month, year, fyStartMonth).getTime())));
  list.add(new EntityExpr("isInForecast", EntityOperator.EQUALS, "Y"));
  list.add(new EntityExpr("entity", EntityOperator.EQUALS, "Deal"));
  list.add(new EntityExpr("partyEntityType", EntityOperator.EQUALS, "Team"));
  
  if(view.equals("individual")){
    list.add(new EntityExpr("ownerId", EntityOperator.EQUALS, (String)session.getAttribute("partyId")));
    list.add(new EntityExpr("partyId", EntityOperator.EQUALS, (String)session.getAttribute("partyId")));
  }
  
  EntityCondition condition = new EntityConditionList(list,	EntityOperator.AND);
  
  if(view.equals("role")){
  
    dve.addMemberEntity("Contact", "Contact");
    dve.addViewLink("TeamMember", "Contact", Boolean.FALSE, UtilMisc.toList(new ModelKeyMap("partyId", "contactId")));
    dve.addAlias("Contact", "roleId", null, null, null, null, null);
    
    ArrayList list2 = new ArrayList();
    
    for(int i=0;i<subRoles.size();i++){
      list2.add(new EntityExpr("roleId", EntityOperator.EQUALS, subRoles.get(i)));
    }
    
    EntityCondition condition2 = new EntityConditionList( list2, EntityOperator.OR );
    condition = new EntityConditionList( UtilMisc.toList( condition, condition2), EntityOperator.AND );
  }
  
  List dealList = EntityHelper.findByCondition(delegator, dve, condition, UtilMisc.toList("projectedCloseDate"));
  GenericValue dealValues[] = (GenericValue[])dealList.toArray(new GenericValue[0]);


  dve = EntityHelper.createDynamicViewEntity( delegator, "OpportunityProduct"); 
  dve.addMemberEntity("Deal", "Deal");
  dve.addViewLink("OpportunityProduct", "Deal", Boolean.FALSE, UtilMisc.toList(new ModelKeyMap("dealId", "dealId")));
  dve.addMemberEntity("EntityAccess", "EntityAccess");
  dve.addViewLink("Deal", "EntityAccess", Boolean.FALSE, UtilMisc.toList(new ModelKeyMap("dealId", "entityId")));
  dve.addMemberEntity("TeamMember", "TeamMember");
  dve.addViewLink("EntityAccess", "TeamMember", Boolean.FALSE, UtilMisc.toList(new ModelKeyMap("partyId", "teamId")));
  dve.addMemberEntity("Contact", "Contact");

  dve.addAlias("TeamMember", "teamOwner", null, null, null, null, null);
  dve.addAlias("TeamMember", "partyId", null, null, null, null, null);
  dve.addAlias("EntityAccess", "entity", null, null, null, null, null);
  dve.addAlias("EntityAccess", "partyEntityType", null, null, null, null, null);
  dve.addAlias("Deal", "projectedCloseDate", null, null, null, null, null);
  dve.addAlias("Deal", "useProductsForAmount", null, null, null, null, null);
  dve.addAlias("Deal", "isInForecast", null, null, null, null, null);
     
  list = new ArrayList();
  list.add(new EntityExpr("teamOwner", EntityOperator.EQUALS, "Y"));
  list.add(new EntityExpr("projectedCloseDate", EntityOperator.LESS_THAN_EQUAL_TO, new java.sql.Date( CalendarUtil.getMaximumQuarterDate(month, year, fyStartMonth).getTime())));
  list.add(new EntityExpr("projectedCloseDate", EntityOperator.GREATER_THAN_EQUAL_TO, new java.sql.Date( CalendarUtil.getMinimumQuarterDate(month, year, fyStartMonth).getTime())));
  list.add(new EntityExpr("isInForecast", EntityOperator.EQUALS, "Y"));
  list.add(new EntityExpr("useProductsForAmount", EntityOperator.EQUALS, "Y"));
  list.add(new EntityExpr("entity", EntityOperator.EQUALS, "Deal"));
  list.add(new EntityExpr("partyEntityType", EntityOperator.EQUALS, "Team"));
  
  if(view.equals("individual")){
    list.add(new EntityExpr("partyId", EntityOperator.EQUALS, (String)session.getAttribute("partyId")));
  }
  
  condition = new EntityConditionList(list,	EntityOperator.AND);

  if(view.equals("role")){
  
    dve.addMemberEntity("Contact", "Contact");
    dve.addViewLink("TeamMember", "Contact", Boolean.FALSE, UtilMisc.toList(new ModelKeyMap("partyId", "contactId")));
    dve.addAlias("Contact", "roleId", null, null, null, null, null);
    
    ArrayList list2 = new ArrayList();
    
    for(int i=0;i<subRoles.size();i++){
      list2.add(new EntityExpr("roleId", EntityOperator.EQUALS, subRoles.get(i)));
    }
    
    EntityCondition condition2 = new EntityConditionList( list2, EntityOperator.OR );
    condition = new EntityConditionList( UtilMisc.toList( condition, condition2), EntityOperator.AND );
  }

  List opportunityProductList = null;
  if ( opportunityHasProducts )
  {
	  opportunityProductList = EntityHelper.findByCondition(delegator, dve, condition, null);
  }

  HashMap dealStatusFields = new HashMap();
  dealStatusFields.put("codeTypeId", "OPPORTUNITY_STATUS");

  ArrayList dealStatusOrderBy = new ArrayList();
  dealStatusOrderBy.add("codeTypeId");

  List dealStatus = delegator.findByAnd("Code", dealStatusFields, dealStatusOrderBy);
  List dealStage = delegator.findAll("DealStage", null);

  //Accounts
  HashMap accountFields = new HashMap();
  accountFields.put("accountOwnerId", session.getAttribute("partyId"));
  List accountList = delegator.findByAnd("Account", accountFields);
  HashMap accountMap = new HashMap();

  if ( accountList != null )
  {
     for ( int ii=0; ii < accountList.size(); ii++ )
     {
  	    GenericValue acct = (GenericValue) accountList.get(ii);
  	    String acctId = acct.getString("accountId");
  	    accountMap.put( acctId, acct );
  	 }
  }

  String requestMonth = "";
  if(request.getParameter("month") != null){
    requestMonth = request.getParameter("month");
  } else {
    requestMonth = String.valueOf(Calendar.getInstance().get(Calendar.MONTH) + 1);
  }
  String requestQuarter = "Q1";
  try {
  	requestQuarter = CalendarUtil.getQuarterString(Integer.valueOf(requestMonth).intValue(), fyStartMonth);
  }
  catch ( Exception qe )
  {
  	Debug.logError("invalid number format", "forecast.jsp");
  }
%>
   <form method="post" action="<ofbiz:url>/forecasts</ofbiz:url>" name="MonthForm">
     <table width=100% class="freeFormSectionTitleTable">
      <tr>
       <td>
        <table class="freeFormSectionTitleTable">
          <tr>
           <td>
             Q1<input type="radio" name="month" value="<%=fyStartMonth%>" onclick="document.MonthForm.submit();" <%if(requestQuarter.equals("Q1")){%> checked <%}%>>
           </td>
           <td>
             Q2<input type="radio" name="month" value="<%=fyStartMonth == 9 ? 12 : ((fyStartMonth + 3) % 12)%>" onclick="document.MonthForm.submit();" <%if(requestQuarter.equals("Q2")){%> checked <%}%>>
           </td>
           <td>
             Q3<input type="radio" name="month" value="<%=fyStartMonth == 6 ? 12 : ((fyStartMonth + 6) % 12)%>" onclick="document.MonthForm.submit();" <%if(requestQuarter.equals("Q3")){%> checked <%}%>>
           </td>
           <td>
             Q4<input type="radio" name="month" value="<%=fyStartMonth == 3 ? 12 : ((fyStartMonth + 9) % 12)%>" onclick="document.MonthForm.submit();" <%if(requestQuarter.equals("Q4")){%> checked <%}%>>
           </td>
           <td>
            Year:
           </td>
           <td>
            <input maxlength=4 size=4 type="text" name="year" value="<%=year%>" class="freeFormSectionInputBox" onblur="document.MonthForm.submit();">
           </td>
          </tr>
         </table>
        </td>
        <td ALIGN="right" width="*">
          Individual&nbsp;<input type="radio" name="view" value="individual" onclick='javascrip:document.forms("MonthForm").submit();' <%if(view.equals("individual")){%> checked <%}%>>
          &nbsp;Rollup&nbsp;<input type="radio" name="view" value="role" onclick='javascrip:document.forms("MonthForm").submit();' <%if(view.equals("role")){%> checked <%}%>>
          <input type=hidden name=month value=<%=requestMonth%>>
        </td>
       </tr>
     </table>


  <table width="100%" class="freeFormSectionTitleTable">
    <tr>
      <td>
        <%=userName%>'s
        <% if(view.equals("role")) { %>
          Rollup
        <% } else { %>
          Individual
        <% } %>
          Forecast Summary for <%=quarterString%>-<%=year%>
      </td>
    </tr>
  </table>

<%

  List productsList = null;
  GenericValue productValues[] = null;
  GenericValue productValue = null;
  List productCategoryList = null;
  GenericValue productCategoryValues[] = null;
  GenericValue productCategoryValue = null;

  if ( opportunityHasProducts )
  {
    //Get a list of all products for column rows.
    productsList = ProductHelper.getProducts(delegator, userInfo);
    productValues = (GenericValue[])productsList.toArray(new GenericValue[0]);
    productValue = null;

    productCategoryList = ProductHelper.getProductCategories(delegator, userInfo);
    productCategoryValues = (GenericValue[])productCategoryList.toArray(new GenericValue[0]);
    productCategoryValue = null;
  }
%>
 <table class="tabularSectionDisplayTable" width="*">
  <tr class="tabularSectionLabel">
    <td>Status</td>
    <td># of Opps</td>
    <td>Total</td>