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Classes

  • QuotesController
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  1: <?php
  2: /*****************************************************************************************
  3:  * X2Engine Open Source Edition is a customer relationship management program developed by
  4:  * X2Engine, Inc. Copyright (C) 2011-2016 X2Engine Inc.
  5:  * 
  6:  * This program is free software; you can redistribute it and/or modify it under
  7:  * the terms of the GNU Affero General Public License version 3 as published by the
  8:  * Free Software Foundation with the addition of the following permission added
  9:  * to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK
 10:  * IN WHICH THE COPYRIGHT IS OWNED BY X2ENGINE, X2ENGINE DISCLAIMS THE WARRANTY
 11:  * OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.
 12:  * 
 13:  * This program is distributed in the hope that it will be useful, but WITHOUT
 14:  * ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
 15:  * FOR A PARTICULAR PURPOSE.  See the GNU Affero General Public License for more
 16:  * details.
 17:  * 
 18:  * You should have received a copy of the GNU Affero General Public License along with
 19:  * this program; if not, see http://www.gnu.org/licenses or write to the Free
 20:  * Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA
 21:  * 02110-1301 USA.
 22:  * 
 23:  * You can contact X2Engine, Inc. P.O. Box 66752, Scotts Valley,
 24:  * California 95067, USA. or at email address contact@x2engine.com.
 25:  * 
 26:  * The interactive user interfaces in modified source and object code versions
 27:  * of this program must display Appropriate Legal Notices, as required under
 28:  * Section 5 of the GNU Affero General Public License version 3.
 29:  * 
 30:  * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
 31:  * these Appropriate Legal Notices must retain the display of the "Powered by
 32:  * X2Engine" logo. If the display of the logo is not reasonably feasible for
 33:  * technical reasons, the Appropriate Legal Notices must display the words
 34:  * "Powered by X2Engine".
 35:  *****************************************************************************************/
 36: 
 37: /**
 38:  * The Quotes module lets users send people a quote with a list of products. Quotes can be converted to invoices.
 39:  *
 40:  * Quotes can be created, updated, deleted, and converted into invoices from the contacts view. The code
 41:  * for that is in the file components/InlineQuotes.php and is heavily based on ajax calls to this controller.
 42:  *
 43:  * The function actionConvertToInvoice handles both ajax and non-ajax calls. If called via ajax,
 44:  * it will return the list of quotes for the contact id passed in the ajax call.
 45:  *
 46:  * @property Quote $model Model class being dealt with.
 47:  * @package application.modules.quotes.controllers
 48:  * @author David Visbal, Demitri Morgan <demitri@x2engine.com>
 49:  */
 50: class QuotesController extends x2base {
 51: 
 52:     public $modelClass = 'Quote';
 53: 
 54:     public function behaviors () {
 55:          return array_merge (parent::behaviors (), array (
 56:             'X2MobileControllerBehavior' => array(
 57:                 'class' => 
 58:                     'application.modules.mobile.components.behaviors.'.
 59:                     'X2MobileQuotesControllerBehavior'
 60:             ),
 61:          ));
 62:     }
 63: 
 64:     /**
 65:      * Displays a particular model.
 66:      * @param integer $id the ID of the model to be displayed
 67:      */
 68:     public function actionView($id){
 69:         $type = 'quotes';
 70:         $model = $this->getModel($id);
 71:         if (!$this->checkPermissions($model, 'view')) $this->denied ();
 72: 
 73:         $quoteProducts = $model->lineItems;
 74: 
 75:         // add quote to user's recent item list
 76:         User::addRecentItem('q', $id, Yii::app()->user->getId()); 
 77: 
 78:         $contactNameId = Fields::nameAndId ($model->associatedContacts);
 79:         $contactId = $contactNameId[1];
 80:         parent::view($model, $type, array('orders' => $quoteProducts,
 81:             'contactId' => $contactId
 82:         ));
 83:     }
 84: 
 85:     /**
 86:      * Return a set of copies of the specified quotes line items
 87:      * @param Quote The quote whose line items are to be duplicated
 88:      * @return array of line items
 89:      */
 90:     private function duplicateLineItems(Quote $quote) {
 91:         $lineItems = array();
 92:         foreach ($quote->lineItems as $item) {
 93:             $copy = new QuoteProduct;
 94:             foreach($item->attributes as $name => $value)
 95:                 if ($name !== 'id' && $name !== 'listId') {
 96:                     $copy->$name = $value;
 97:                 }
 98:             $lineItems[] = $copy;
 99:         }
100:         return $lineItems;
101:     }
102: 
103:     /**
104:      * Creates a new model.
105:      *
106:      * If creation is successful, the browser will be redirected to the 'view' page.
107:      *
108:      * @param bool $quick If true, this indicates the action is being requested via AJAX
109:      */
110:     public function actionCreate($quick=false,$duplicate = false){
111:         $model = new Quote;
112:         if($duplicate && !isset ($_POST['Quote'])) {
113:             $copiedModel = Quote::model()->findByPk($duplicate);
114:             if(!empty($copiedModel)) {
115:                 foreach($copiedModel->attributes as $name => $value)
116:                     if($name != 'id')
117:                         $model->$name = $value;
118:                 $model->setLineItems ($this->duplicateLineItems($copiedModel), false, true);
119:             }
120:         }
121: 
122:         $users = User::getNames();
123: 
124:         if($quick && !Yii::app()->request->isAjaxRequest)
125:             throw new CHttpException(400);
126: 
127:         $currency = Yii::app()->params->currency;
128: 
129:         // Uncomment the following line if AJAX validation is needed
130:         // $this->performAjaxValidation($model);
131: 
132:         if(isset($_POST['Quote'])){
133:             $model->setX2Fields($_POST['Quote']);
134:             $model->currency = $currency;
135:             $model->createDate = time();
136:             $model->lastUpdated = $model->createDate;
137:             $model->createdBy = Yii::app()->user->name;
138:             $model->updatedBy = $model->createdBy;
139:             if(empty($model->name))
140:                 $model->name = '';
141:             if(isset($_POST['lineitem']))
142:                 $model->lineItems = $_POST['lineitem'];
143:             if(!$model->hasLineItemErrors){
144:                 if($model->save()){
145:                     $model->createEventRecord();
146:                     $model->createActionRecord();
147:                     $model->saveLineItems();
148:                     if(!$quick) {
149:                         $this->redirect(array('view', 'id' => $model->id));
150:                     } else {
151:                         if (isset ($_GET['recordId']) && isset ($_GET['recordType'])) {
152:                             $recordId = $_GET['recordId'];
153:                             $recordType = $_GET['recordType'];
154:                             $relatedModel = X2Model::model ($_GET['recordType'])->findByPk ($recordId);
155:                             $model->createRelationship($relatedModel);
156:                         }
157:                         return;
158:                     }
159:                 }
160:             }
161:         }
162: 
163:         // get products
164:         $products = Product::activeProducts();
165:         $viewData = array(
166:             'model' => $model,
167:             'users' => $users,
168:             'products' => $products,
169:             'quick' => $quick,
170: 
171:         );
172: 
173:         if(!$quick)
174:             $this->render('create', $viewData);
175:         else {
176:             if($model->hasErrors() || $model->hasLineItemErrors) {
177:                 // Sneak into the response that validation failed via setting
178:                 // the response code manually:
179:                 header('HTTP/1.1 400 Validation Error');
180:             }
181:             $this->renderPartial('create', $viewData,false,true);
182:         }
183:     }
184: 
185:     /**
186:      * Updates a particular model.
187:      * If update is successful, the browser will be redirected to the 'view' page.
188:      * @param integer $id the ID of the model to be updated
189:      */
190:     public function actionUpdate($id,$quick=0){
191:         $model = $this->getModel($id);
192: 
193:         if(isset($_POST['Quote'])){
194:             $model->setX2Fields($_POST['Quote']);
195:             if(isset($_POST['lineitem']))
196:                 $model->lineItems = $_POST['lineitem'];
197: 
198:             if(!$model->hasLineItemErrors) {
199:                 if($model->save()) {
200:                     $model->saveLineItems();
201:                     $this->redirect(array('view','id' => $model->id));
202:                 }
203:             }
204:         }
205:         $users=User::getNames();
206:         $products = $model->activeProducts();
207:         $quoteProducts = $model->lineItems;
208:         $viewData = array(
209:             'model' => $model,
210:             'users' => $users,
211:             'products' => $products,
212:             'orders' => $quoteProducts,
213:             'quick'=>$quick,
214:         );
215: 
216:         if(!$quick)
217:             $this->render('update', $viewData);
218:         else {
219:             if($model->hasErrors() || $model->hasLineItemErrors) {
220:                 // Sneak into the response that validation failed via setting
221:                 // the response code manually:
222:                 header('HTTP/1.1 400 Validation Error');
223:             }
224:             $this->renderPartial('update', $viewData,false,true);
225:         }
226:     }
227: 
228:     /**
229:      * Print a quote using a template or the legacy print view.
230:      */
231:     public function actionPrint($id,$inline=false) {
232:         header('Content-type: text/html; charset=utf-8');
233:         if (!$inline) { 
234:             $this->layout = '//layouts/print';
235:         } else {
236:             $this->layout = false;
237:         }
238:         $this->render('printQuote', array(
239:             'id' => $id
240:         ));
241:         return;
242:     }
243: 
244:     /**
245:      * Generate presentation markup for the quote.
246:      *
247:      * @param integer $id ID of the quote for which to create a presentation
248:      * @param bool $email Parameter passed to the item table markup generator
249:      * @param string $header Optional header to pass to the print view
250:      * @return type
251:      */
252:     public function getPrintQuote($id = null,$email = false) {
253:         $this->throwOnNullModel = false;
254:         $model = $this->getModel($id);
255:         if($model == null)
256:             return Yii::t('quotes','Quote {id} does not exist. It may have been deleted.',array('{id}'=>$id));
257:         if (! ($model->templateModel instanceof Docs)) { // Legacy view (very, very plain!)
258:             return $this->renderPartial('print', array(
259:                 'model' => $model,
260:                 'email' => $email
261:             ),true);
262:         } else { // User-defined template
263:             $template = $model->templateModel;
264:             if(!($template instanceof Docs)) {
265:                 // Template not found (it was probably deleted).
266:                 // Use the default quotes view.
267:                 $model->template = null;
268:                 $model->update(array('template'));
269:                 return $this->getPrintQuote($model->id);
270:             }
271:             return Docs::replaceVariables($template->text,$model);
272:         }
273:     }
274: 
275:     /**
276:      * Lists all models.
277:      */
278:     public function actionIndex() {
279:         $model=new Quote('search');
280:         $this->render('index', array('model'=>$model));
281:     }
282: 
283:     /**
284:      * Lists all models.
285:      *
286:      *  This is a separate list for invoices. An invoice is a quote
287:      *  with field type='invoice'. The only difference is that when listing,
288:      *  printing, or emailing an invoice, we call it an invoice instead of a
289:      *  quote.
290:      */
291:     public function actionIndexInvoice() {
292:         $model=new Quote('search');
293:         $this->render('indexInvoice', array('model'=>$model));
294:     }
295: 
296:     public function delete($id){
297:         $model = $this->getModel($id);
298:         $dataProvider = new CActiveDataProvider('Actions', array(
299:                     'criteria' => array(
300:                         'condition' => 'associationId='.$id.' AND associationType=\'quote\'',
301:                         )));
302:         $actions = $dataProvider->getData();
303:         foreach($actions as $action){
304:             $action->delete();
305:         }
306:         $this->cleanUpTags($model);
307:         $model->delete();
308:     }
309: 
310:     public function actionDelete($id) {
311:         $model=$this->getModel($id);
312:         if(Yii::app()->request->isPostRequest) {
313:             $this->cleanUpTags($model);
314:             $model->delete();
315:         } else
316:             throw new CHttpException(400,Yii::t('app','Invalid request. Please do not repeat this request again.'));
317:             // if AJAX request (triggered by deletion via admin grid view), we should not redirect the browser
318:         if(!isset($_GET['ajax']))
319:             $this->redirect(isset($_POST['returnUrl']) ? $_POST['returnUrl'] : array('index'));
320:     }
321: 
322:     /**
323:      *  Convert the Quote into an Invoice
324:      *  An invoice is a quote with field type='invoice'. The only difference is that
325:      *  when listing, printing, or emailing an invoice, we call it an invoice instead
326:      *  of a quote.
327:      *
328:      *  @param $id id of the quote to convert to invoice
329:      *
330:      */
331:     public function actionConvertToInvoice($id) {
332:         $model=$this->getModel($id); // get model
333: 
334:         // convert to invoice
335:         $model->type = 'invoice';
336:         $model->invoiceCreateDate = time();
337: 
338:         // set invoice status to the top choice in the invoice status drop down
339:         $field = $model->getField('invoiceStatus');
340:         if($field) {
341:             $dropDownId = $field->linkType;
342:             if($dropDownId) {
343:                 $dropdowns = Dropdowns::getItems($field->linkType);
344:                 if($dropdowns) {
345:                     reset($dropdowns);
346:                     $status = key($dropdowns);
347:                     if($status) {
348:                         $model->invoiceStatus = $status;
349:                     }
350:                 }
351:             }
352:         }
353: 
354:         $model->update();
355: 
356:         // ajax request from a contact view, don't reload page, instead return a list of quotes 
357:         // for this contact
358:         if(isset ($_GET['modelName']) && isset($_GET['recordId'])) { 
359:             //$contact = X2Model::model('Contacts')->findByPk($_GET['contactId']);
360: 
361:             if($model) {
362:                 Yii::app()->clientScript->scriptMap['*.js'] = false;
363:                 $this->renderPartial(
364:                     'quoteFormWrapper', 
365:                     array(
366:                         'modelId'=>$_GET['recordId'],
367:                         'modelName'=>$_GET['modelName']
368:                     ), false, true);
369:                 return;
370:             }
371:         }
372: 
373:         $this->redirect(array('view','id'=>$model->id)); // view quote
374:     }
375: 
376:     /**
377:      * Obtain the markup for the inline quotes widget.
378:      *
379:      * @param type $contactId Contact ID to use for displaying quotes
380:      */
381:     public function actionViewInline($recordId, $recordType){
382:         Yii::app()->clientScript->scriptMap['*.js'] = false;
383:         $model = X2Model::model ($recordType)->findByPk ($recordId);
384:         $this->renderPartial(
385:             'quoteFormWrapper', 
386:             array(
387:                 'modelId' => $model->id,
388:                 'modelName' => $recordType
389:             ), false, true
390:         );
391:     }
392: 
393:     public function updateQuote($model, $oldAttributes, $products) {
394: 
395:         $model->lastUpdated = time();
396:         $model->updatedBy = Yii::app()->user->name;
397: 
398:         if($model->save()) {
399:             // update products
400:             $orders = QuoteProduct::model()->findAllByAttributes(array('quoteId'=>$model->id));
401:             foreach($orders as $order) {
402:                 $found = false;
403:                 foreach($products as $key=>$product) {
404:                     if($order->productId == $product['id']) {
405:                         $order->price = $product['price'];
406:                         $order->quantity = $product['quantity'];
407:                         $order->adjustment = $product['adjustment'];
408:                         $order->adjustmentType = $product['adjustmentType'];
409:                         $order->save();
410:                         unset($products[$key]);
411:                         $found = true;
412:                         break;
413:                     }
414:                 }
415:                 if(!$found)
416:                     $order->delete();
417:             }
418: 
419:             // tie new products to quote
420:             foreach($products as $product) {
421:                 $qp = new QuoteProduct;
422:                 $qp->quoteId = $model->id;
423:                 $qp->productId = $product['id'];
424:                 $qp->name = $product['name'];
425:                 $qp->price = $product['price'];
426:                 $qp->quantity = $product['quantity'];
427:                 $qp->adjustment = $product['adjustment'];
428:                 $qp->adjustmentType = $product['adjustmentType'];
429:                 $qp->save();
430:             }
431: 
432:             $this->redirect(array('view','id'=>$model->id));
433:         } else {
434:             return false;
435:         }
436:     }
437: 
438:     public function actionQuickDelete($id) {
439:         $model=$this->getModel($id);
440: 
441:         if($model) {
442:             $this->cleanUpTags($model);
443:             $model->delete();
444: 
445:         }  else
446:             throw new CHttpException(400,Yii::t('app','Invalid request. Please do not repeat this request again.'));
447:     }
448: 
449:     // delete a product from a quote
450:     public function actionAddProduct($id) {
451:         $model=$this->getModel($id);
452: 
453:         if(isset($_POST['ExistingProducts'])) {
454:             // get products
455:             $ids = $_POST['ExistingProducts']['id'];
456:             $quantities = $_POST['ExistingProducts']['quantity'];
457:             $products = array();
458:             foreach($ids as $key=>$id) {
459:                 if($id != 0) { // remove blanks
460:                     $products[$key]['id'] = $id;
461:                     $products[$key]['quantity'] = $quantities[$key];
462:                 }
463:             }
464:             // tie products to quote
465:             foreach($products as $product) {
466:                 $qp = new QuoteProduct;
467:                 $qp->quoteId = $model->id;
468:                 $qp->productId = $product['id'];
469:                 $qp->quantity = $product['quantity'];
470:                 $qp->save();
471:             }
472: 
473:             if(isset($_POST['recordId'])) {
474:                 Yii::app()->clientScript->scriptMap['*.js'] = false;
475:                 $contact = X2Model::model('Contacts')->findByPk($_POST['recordId']);
476:                 $this->renderPartial(
477:                     'quoteFormWrapper', 
478:                     array(
479:                         'recordId'=>$contact->id,'accountName'=>$contact->company
480:                     ), false, true
481:                 );
482:             }
483:         }
484:     }
485: 
486:     // delete a product from a quote
487:     public function actionDeleteProduct($id) {
488:         $model=$this->getModel($id);
489: 
490:         if(isset($_GET['productId']))
491:             QuoteProduct::model()->deleteAllByAttributes(array('quoteId'=>$id, 'productId'=>$_GET['productId']));
492: 
493:         if($_GET['contactId']) {
494:             Yii::app()->clientScript->scriptMap['*.js'] = false;
495:             $contact = X2Model::model('Contacts')->findByPk($_GET['contactId']);
496:             $this->renderPartial('quoteFormWrapper', array('contactId'=>$contact->id,'accountName'=>$contact->company), false, true);
497:         }
498:     }
499: 
500:     public function actionGetTerms(){
501:         $sql = 'SELECT id, name as value FROM x2_accounts WHERE name LIKE :qterm ORDER BY name ASC';
502:         $command = Yii::app()->db->createCommand($sql);
503:         $qterm = $_GET['term'].'%';
504:         $command->bindParam(":qterm", $qterm, PDO::PARAM_STR);
505:         $result = $command->queryAll();
506:         echo CJSON::encode($result); exit;
507:     }
508: 
509:     public function actionGetItems ($term) {
510:         X2LinkableBehavior::getItems ($term);
511:     }
512: 
513:     /**
514:      * Create a menu for Quotes
515:      * @param array Menu options to remove
516:      * @param X2Model Model object passed to the view
517:      * @param array Additional menu parameters
518:      */
519:     public function insertMenu($selectOptions = array(), $model = null, $menuParams = null) {
520:         $Quotes = Modules::displayName();
521:         $Quote = Modules::displayName(false);
522:         $modelId = isset($model) ? $model->id : 0;
523: 
524:         /**
525:          * To show all options:
526:          * $menuOptions = array(
527:          *     'index', 'invoices', 'create', 'view', 'email', 'edit', 'editLock', 'editStrictLock',
528:          *     'delete', 'attach', 'print', 'import', 'export', 'convert', 'duplicate'
529:          * );
530:          */
531: 
532:         $menuItems = array(
533:             array(
534:                 'name'=>'index',
535:                 'label'=>Yii::t('quotes','{module} List', array(
536:                     '{module}'=>$Quotes
537:                 )),
538:                 'url' => array('index'),
539:             ),
540:             array(
541:                 'name'=>'invoices',
542:                 'label'=>Yii::t('quotes','Invoice List'),
543:                 'url'=>array('indexInvoice')
544:             ),
545:             array(
546:                 'name'=>'create',
547:                 'label'=>Yii::t('quotes','Create'),
548:                 'url'=>array('create')
549:             ),
550:             RecordViewLayoutManager::getViewActionMenuListItem ($modelId),
551:             array(
552:                 'name'=>'email',
553:                 'label'=>Yii::t('app','Email {type}', array(
554:                     '{type}' => ((isset($model) && $model->type=='invoice') ? 'Invoice' : $Quote)
555:                 )),
556:                 'url'=>'#','linkOptions'=>array('onclick'=>'toggleEmailForm(); return false;'),
557:             ),
558:             array(
559:                 'name'=>'editStrictLock',
560:                 'label'=>Yii::t('quotes','Update'),
561:                 'url'=>'#',
562:                 'linkOptions'=>array('onClick'=>'dialogStrictLock();')
563:             ),
564:             array(
565:                 'name'=>'editLock',
566:                 'label'=>Yii::t('quotes','Update'),
567:                 'url'=>'#',
568:                 'linkOptions'=>array('onClick'=>'dialogLock();')
569:             ),
570:             array(
571:                 'name'=>'edit',
572:                 'label'=>Yii::t('quotes','Update'),
573:                 'url'=>array('update', 'id'=>$modelId),
574:             ),
575:             array(
576:                 'name'=>'delete',
577:                 'label'=>Yii::t('quotes','Delete'),
578:                 'url'=>'#',
579:                 'linkOptions'=>array(
580:                     'submit'=>array('delete','id'=>$modelId),
581:                     'confirm'=>'Are you sure you want to delete this item?'
582:                 ),
583:             ),
584:             ModelFileUploader::menuLink(),
585:             array(
586:                 'name'=>'print',
587:                 'label'=>((isset($model) && $model->type == 'invoice') ? 
588:                     Yii::t('quotes', 'Print Invoice') : Yii::t('quotes','Print {quote}', array(
589:                         '{quote}' => $Quote,
590:                     ))),
591:                 'url'=>'#',
592:                 'linkOptions'=>array(
593:                     'onClick'=>"window.open('".
594:                         Yii::app()->createUrl('/quotes/quotes/print',
595:                         array('id'=>$modelId)) ."')"
596:                 )
597:             ),
598:             array(
599:                 'name'=>'import',
600:                 'label'=>Yii::t('quotes', 'Import {module}', array(
601:                     '{module}' =>$Quotes,
602:                 )),
603:                 'url'=>array('admin/importModels', 'model'=>'Quote'),
604:             ),
605:             array(
606:                 'name'=>'export',
607:                 'label'=>Yii::t('quotes', 'Export {module}', array(
608:                     '{module}' => $Quotes,
609:                 )),
610:                 'url'=>array('admin/exportModels', 'model'=>'Quote'),
611:             ),
612:             array(
613:                 'name' => 'convert',
614:                 'label' => Yii::t('quotes', 'Convert To Invoice'),
615:                 'url' => array ('convertToInvoice', 'id' => $modelId),
616:             ),
617:             array(
618:                 'name' => 'duplicate',
619:                 'label' => Yii::t('quotes', 'Duplicate'),
620:                 'url' => array ('create', 'duplicate' => $modelId),
621:             ),
622:             RecordViewLayoutManager::getEditLayoutActionMenuListItem (),
623:         );
624: 
625:         $this->prepareMenu($menuItems, $selectOptions);
626:         $this->actionMenu = $this->formatMenu($menuItems, $menuParams);
627:     }
628: 
629: 
630: }
631: 
X2CRM Documentation API documentation generated by ApiGen 2.8.0