dealadd.jsp

国外的一套开源CRM

<%@ page import="org.ofbiz.entity.*" %>
<%@ page import="org.ofbiz.entity.model.*" %>
<%@ page import="java.lang.reflect.Method" %>
<%@ page import="java.util.*" %>
<%@ page import="java.sql.*" %>
<%@ page import="java.text.*" %>
<%@ page import="org.ofbiz.entity.util.SequenceUtil" %>
<%@ page import="com.sourcetap.sfa.role.RoleHelper" %>
<%@ page import="com.sourcetap.sfa.replication.*" %>

<%@ include file="/includes/header.jsp" %>

<%!
    /*
     This method needs to validate that the opportunity is correct before it updates the database
     needs to validate the following:
        The opportunity is in the first stage. i.e. cant create an opportunity in the sold stage.
    */
    boolean validateOpportunity(HttpServletRequest request){
       return true;
    }
%>


<%
Enumeration enum = request.getParameterNames();
while(enum.hasMoreElements()){
  String na = (String)enum.nextElement();
}
   String ENTITY = "Deal";
   String action = "";

   ModelEntity entity = delegator.getModelEntity(ENTITY);

   if(request.getParameter("action") != null){
     //actions=search, update, create
     action = request.getParameter("action");
   }

   //handle creating a deal action
   if(action.equals("create")){
try {
    GenericValue genericValue = new GenericValue(entity);
    genericValue.setDelegator(delegator);
    Vector dealFields = entity.getFieldsCopy();
    genericValue.set("dealId", GenericReplicator.getNextSeqId(ENTITY, delegator));
    Enumeration params = request.getParameterNames();
    String pName = "";
    ModelField modelField = null;
    while(params.hasMoreElements()){
      pName = (String)params.nextElement();
      if((modelField = contains(dealFields, pName)) != null){
        genericValue = setCorrectDataType( genericValue, modelField, request.getParameter(pName));
      }
    }

    //set the owner to the person adding the deal.
    genericValue = setCorrectDataType( genericValue, entity.getField("ownerId"), (String)session.getAttribute("partyId"));
    genericValue.set("createdBy", session.getAttribute("userName"));
    genericValue.set("createdDate", new Timestamp(new java.util.Date().getTime()));
    genericValue.set("modifiedBy", session.getAttribute("userName"));
    genericValue.set("modifiedDate", new Timestamp(new java.util.Date().getTime()));

    //Create a new Team, with the current logged-in user as primary.
    GenericValue team = new GenericValue(delegator.getModelEntity("Team"));
    team.setDelegator(delegator);
    GenericValue party = new GenericValue(delegator.getModelEntity("Party"));
    party.setDelegator(delegator);
    GenericValue teamMember = new GenericValue(delegator.getModelEntity("TeamMember"));
    teamMember.setDelegator(delegator);
    GenericValue entityAccess = new GenericValue(delegator.getModelEntity("EntityAccess"));
    entityAccess.setDelegator(delegator);
    GenericValue entityRoleAccess = new GenericValue(delegator.getModelEntity("EntityAccess"));
    entityRoleAccess.setDelegator(delegator);

    party.set("partyId", GenericReplicator.getNextSeqId("Party", delegator));

    team.set("teamId", party.getString("partyId"));
    team.set("createdBy", session.getAttribute("userName"));
    team.set("createdDate", new Timestamp(new java.util.Date().getTime()));
    team.set("modifiedBy", session.getAttribute("userName"));
    team.set("modifiedDate", new Timestamp(new java.util.Date().getTime()));

    //Add team owner to team_member
    teamMember.set("teamMemberId", GenericReplicator.getNextSeqId("TeamMember", delegator));
    teamMember.set("teamId", team.getString("teamId"));
    teamMember.set("partyId", (String)session.getAttribute("partyId"));
    teamMember.set("teamOwner", "Y");
    teamMember.set("createdBy", session.getAttribute("userName"));
    teamMember.set("createdDate", new Timestamp(new java.util.Date().getTime()));
    teamMember.set("modifiedBy", session.getAttribute("userName"));
    teamMember.set("modifiedDate", new Timestamp(new java.util.Date().getTime()));

    //add Team to Entity Access.
    entityAccess.set("entityAccessId", GenericReplicator.getNextSeqId("EntityAccess", delegator));
    entityAccess.set("entity", "Deal");
    entityAccess.set("entityId", genericValue.getString("dealId"));
    entityAccess.set("partyId", team.getString("teamId"));
    entityAccess.set("partyEntityType", "Team");
    entityAccess.set("createdBy", session.getAttribute("userName"));
    entityAccess.set("createdDate", new Timestamp(new java.util.Date().getTime()));
    entityAccess.set("modifiedBy", session.getAttribute("userName"));
    entityAccess.set("modifiedDate", new Timestamp(new java.util.Date().getTime()));

    //Add a Role entity to Entity_Access with Role_Path as the party_id
    entityRoleAccess.set("entityAccessId", GenericReplicator.getNextSeqId("EntityAccess", delegator));
    entityRoleAccess.set("entity", "Deal");
    entityRoleAccess.set("entityId", genericValue.getString("dealId"));
    entityRoleAccess.set("partyId", RoleHelper.getRolePath((String)session.getAttribute("partyId"), (String)session.getAttribute("roleId"),delegator));
    entityRoleAccess.set("partyEntityType", "Role");
    entityRoleAccess.set("createdBy", session.getAttribute("userName"));
    entityRoleAccess.set("createdDate", new Timestamp(new java.util.Date().getTime()));
    entityRoleAccess.set("modifiedBy", session.getAttribute("userName"));
    entityRoleAccess.set("modifiedDate", new Timestamp(new java.util.Date().getTime()));

	List storeGVL = new LinkedList();
	storeGVL.add(genericValue);
	storeGVL.add(party);
	storeGVL.add(team);
	storeGVL.add(teamMember);
	storeGVL.add(entityAccess);
	storeGVL.add(entityRoleAccess);
    delegator.storeAll(storeGVL);

} catch (Exception e) { e.printStackTrace(); }

  }

    //build Deal status drop-down
    HashMap statusProps = new HashMap();
    statusProps.put("NAME", "dealStatusId");
    statusProps.put("VALUE_FIELD", "dealStatusId" );
    statusProps.put("DISPLAY_FIELD", "dealStatusName" );
    statusProps.put("SELECTED", getFieldValue(request, "dealStatusId"));
    ArrayList order = new ArrayList();
    order.add("dealStatusId");
    String dealStatusDropDown = buildDropDown(delegator.findAll("DealStatus", order), statusProps );

    //build deal stage drop-down
    HashMap stageProps = new HashMap();
    stageProps.put("NAME", "stageId");
    stageProps.put("VALUE_FIELD", "stageOrder" );
    stageProps.put("DISPLAY_FIELD", "stageName" );
    stageProps.put("SELECTED", getFieldValue(request, "stageId"));
    order.remove(0);
    order.add("stageOrder");
    String dealStageDropDown = buildDropDown(delegator.findAll("DealStage", order), stageProps );

    //build rep's account drop-down
    HashMap accountProps = new HashMap();
    accountProps.put("NAME", "accountId");
    accountProps.put("VALUE_FIELD", "accountId" );
    accountProps.put("DISPLAY_FIELD", "accountName");
    accountProps.put("EMPTY_FIRST", "0,-- none --" );
    accountProps.put("SELECTED", getFieldValue(request, "accountId"));
    HashMap accountFields = new HashMap();
    accountFields.put("accountOwnerId", session.getAttribute("partyId"));
    String accountDropDown = buildDropDown(delegator.findByAnd("Account",  accountFields, null), accountProps );

    //build rep's contact drop-down
    HashMap contactProps = new HashMap();
    contactProps.put("NAME", "contactId");
    contactProps.put("VALUE_FIELD", "contactId" );
    contactProps.put("DISPLAY_FIELD", "firstName,lastName");
    contactProps.put("EMPTY_FIRST", "0,-- none --" );
    contactProps.put("SELECTED", getFieldValue(request, "contactId"));
    HashMap contactFields = new HashMap();
    contactFields.put("contactOwnerId", session.getAttribute("partyId"));
    String contactDropDown = buildDropDown(delegator.findByAnd("Contact",  contactFields, null), contactProps );

    //build deal stage type drop-down
    HashMap dealStageTypeProps = new HashMap();
    dealStageTypeProps.put("NAME", "dealStageTypeId");
    dealStageTypeProps.put("VALUE_FIELD", "dealStageTypeId" );
    dealStageTypeProps.put("DISPLAY_FIELD", "dealStageTypeName");
    dealStageTypeProps.put("EMPTY_FIRST", "0,-- none --" );
    String dealStageTypeDropDown = buildDropDown(delegator.findAll("DealStageType", null), dealStageTypeProps);
%>

<!-- title table -->
<table width="100%" height="30" class="head1" ><tr><td>Opportunity</td></tr></table>
<!-- Outer table : begin -->
<table class="viewOneHeader" cellpadding='1' cellspacing='1' border="0" width='100%' >
  <tr>
    <td>Add a new Opportunity</td>
  </tr>
  <tr class="viewOneHeader" ><td>

      <form method="post" action="<ofbiz:url>/dealAdd</ofbiz:url>">
      <input type="hidden" value="create" name="action" >
      <input type="hidden" value="<%=getFieldValue(request, "partyId")%>" name="ownerId" value="<%=getFieldValue(request, "ownerId")%>" >

      <table cellpadding='1' cellspacing='1' border='0' width='100%' >
      <tr>
        <td class="viewOneLabel">Status</td>
        <td class="viewOneField"><%=dealStatusDropDown%></td><!-- status -->
      </tr>
      <tr>
        <td class="viewOneLabel">Region</td>
        <td class="viewOneField"></td><!-- region -->
      </tr>
      <tr>
        <td class="viewOneLabel">Stage</td>
        <td class="viewOneField"><%=dealStageDropDown%></td><!-- stage -->
      </tr>
      <tr>
        <td class="viewOneLabel">Opportunity Name</td>
        <td class="viewOneField"><input type="text" name="dealName" size="40" value="<%=getFieldValue(request, "dealName")%>"></td><!-- deal name -->
      </tr>
      <tr>
       <td class="viewOneLabel">Opportunity Amount</td>
        <td class="viewOneField"><input type="text" name="amount" size="40" value="<%=getFieldValue(request, "amount")%>"></td><!-- amount -->
      </tr>
      <tr>
        <td class="viewOneLabel">Projected Close Date</td>
        <td class="viewOneField"><input type="text" name="projectedCloseDate" size="40" value="<%=getFieldValue(request, "projectedCloseDate")%>"></td><!-- projected close date -->
      </tr>
      <tr>
        <td class="viewOneLabel">Actual Close</td>
        <td class="viewOneField"><%=getFieldValue(request, "actualCloseDate")%></td><!-- actual close date -->
      </tr>
      <tr>
        <td class="viewOneLabel">Description</td>
        <td class="viewOneField"><input type="text" name="description" size="40" value="<%=getFieldValue(request, "description")%>"></td><!-- description -->
      </tr>
      <tr>
        <td class="viewOneLabel">Lead Source</td>
        <td class="viewOneField"><input type="text" name="leadSource" size="40" value="<%=getFieldValue(request, "leadSource")%>"></td><!-- Lead Source -->
      </tr>
      <tr>
        <td class="viewOneLabel">Should this opportunity be included in your forecast?</td>
        <td class="viewOneField"><input type="checkbox" name="isInForecast" <%=(getFieldValue(request, "isInForecast") != null && getFieldValue(request, "isInForecast").equals("1") ? "CHECKED" : "") %> ></td>
      </tr>
      <tr>
        <td class="viewOneLabel">What is the proposed solution?</td>
        <td class="viewOneField"><textarea name="proposedSolution"  rows="10"  cols="40" ><%=getFieldValue(request, "proposedSolution")%></textarea></td>
      </tr>
      <tr>
        <td class="viewOneLabel">What sales process should be used?</td>
        <td class="viewOneField"><%=dealStageTypeDropDown%></td>
      </tr>
      <tr>
        <td class="viewOneLabel">What account is the opportunity with?</td>
        <td class="viewOneField"><%=accountDropDown%></td>
      </tr>
      <tr>
        <td class="viewOneLabel">Is there corporate approval for the opportunity?</td>
        <td class="viewOneField">Yes<input type="radio" name="isCorporateApproved" value="1" checked>&nbsp;No<input type="radio" name="isCorporateApproved" value="0"></td>
      </tr>
      <tr>
        <td class="viewOneLabel">Whose budget will the opportunity come from?</td>
        <td class="viewOneField"><%=contactDropDown%></td>
      </tr>
      <tr>
        <td class="viewOneLabel">Prospect Qualification</td>
        <td class="viewOneField">
            <%String fieldValue = getFieldValue(request, "prospectQualification");%>
            Qualified<input type="radio" name="prospectQualification" value="qualified" <%=(fieldValue.equals("qualified") ? "checked" :  " " )%> ><br>
            Need information<input type="radio" name="prospectQualification" value="needInfo" <%=(fieldValue.equals("needInfo") ? "checked" :  " " )%> ><br>
            Invest in Next Step<input type="radio" name="prospectQualification" value="invest" <%=(fieldValue.equals("invest") ? "checked" :  " " )%> ><br>
            Disqualified<input type="radio" name="prospectQualification" value="disQualified" <%=(fieldValue.equals("disQualified") ? "checked" :  " " )%> >
      </tr>
      <tr>
        <td class="viewOneLabel">Preference Momentum</td>
        <td class="viewOneField">
            Selected<input type="radio" name="preferenceMomentum" value="selected" ><br>
            Leaning Our Way<input type="radio" name="preferenceMomentum" value="leaning" ><br>
            Going Away<input type="radio" name="preferenceMomentum" value="going" ><br>
            Unknown<input type="radio" name="preferenceMomentum" value="unknown" ><br>