release13.07/applications/marketing/script/org/ofbiz/sfa/lead/LeadServices.xml

<?xml version="1.0" encoding="UTF-8"?>
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<simple-methods xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
    xsi:noNamespaceSchemaLocation="http://ofbiz.apache.org/dtds/simple-methods-v2.xsd">

    <simple-method method-name="createLead"  short-description="">
        <!-- Check if Person or PartyGroup name is supplied -->
        <if>
            <condition>
                <and>
                    <or>
                        <if-empty field="parameters.firstName"/>
                        <if-empty field="parameters.lastName"/>
                    </or>
                    <if-empty field="parameters.groupName"/>
                </and>
            </condition>
            <then>
                <add-error><fail-property resource="MarketingUiLabels" property="SfaFirstNameLastNameAndCompanyNameMissingError"/></add-error>
            </then>
        </if>
        <check-errors/>
        <set field="createPartyRoleCtx.partyId" from-field="userLogin.partyId"/>
        <set field="createPartyRoleCtx.roleTypeId" value="OWNER"/>
        <call-service service-name="createPartyRole" in-map-name="createPartyRoleCtx"/>
        <if>
            <condition>
                <and>
                    <not><if-empty field="parameters.firstName"/></not>
                    <not><if-empty field="parameters.lastName"/></not>
                </and>
            </condition>
            <then>
                <set field="parameters.roleTypeId" value="LEAD"/>
                <call-simple-method method-name="createPersonRoleAndContactMechs" xml-resource="component://party/script/org/ofbiz/party/party/PartySimpleMethods.xml"/>
                <check-errors/>
                
                <set field="leadContactPartyId" from-field="partyId"/>
                <clear-field field="partyId"/>
                <set field="partyRelationshipCtx.partyIdFrom" from-field="userLogin.partyId"/>
                <set field="partyRelationshipCtx.partyIdTo" from-field="leadContactPartyId"/>
                <set field="partyRelationshipCtx.roleTypeIdFrom" value="OWNER"/>
                <set field="partyRelationshipCtx.roleTypeIdTo" value="LEAD"/>
                <set field="partyRelationshipCtx.partyRelationshipTypeId" value="LEAD_OWNER"/>
                <call-service service-name="createPartyRelationship" in-map-name="partyRelationshipCtx"/>
                <check-errors/>
        
                <set field="updatePartyStatusCtx.partyId" from-field="leadContactPartyId"/>
                <set field="updatePartyStatusCtx.statusId" value="LEAD_ASSIGNED"/>
                <call-service service-name="setPartyStatus" in-map-name="updatePartyStatusCtx"/>
            </then>
        </if>
        <!-- Now create PartyGroup corresponding to the companyName, if its not null and then set up relationship of Person and PartyGroup as Employee and title -->
        <if-not-empty field="parameters.groupName">
            <set field="parameters.partyTypeId" value="PARTY_GROUP"/>
            <set field="parameters.roleTypeId" value="ACCOUNT_LEAD"/>
            <if-empty field="leadContactPartyId">
                <!-- In case we have any contact mech data then associate with party group  -->
                <call-simple-method method-name="createPartyGroupRoleAndContactMechs" xml-resource="component://party/script/org/ofbiz/party/party/PartySimpleMethods.xml"/>
                <set field="partyGroupPartyId" from-field="partyId"/>
                <clear-field field="partyId"/>
         
               <set field="updatePartyStatusCtx.partyId" from-field="partyGroupPartyId"/>
               <set field="updatePartyStatusCtx.statusId" value="LEAD_ASSIGNED"/>
               <call-service service-name="setPartyStatus" in-map-name="updatePartyStatusCtx"/>

                <else>
                    <call-map-processor processor-name="partyGroup" in-map-name="parameters" out-map-name="partyGroupCtx"
                        xml-resource="component://party/script/org/ofbiz/party/party/PartyMapProcs.xml"/>
                    <call-service service-name="createPartyGroup" in-map-name="partyGroupCtx">
                        <result-to-field result-name="partyId" field="partyGroupPartyId"/>
                    </call-service>
                    <set field="createPartyRoleCtx.partyId" from-field="partyGroupPartyId"/>
                    <set field="createPartyRoleCtx.roleTypeId" value="ACCOUNT_LEAD"/>
                    <call-service service-name="createPartyRole" in-map-name="createPartyRoleCtx"/>
                    <check-errors/>
                </else>
            </if-empty>
            
            <if-not-empty field="leadContactPartyId">
                <set field="partyRelationshipCtx.partyIdFrom" from-field="partyGroupPartyId"/>
                <set field="partyRelationshipCtx.partyIdTo" from-field="leadContactPartyId"/>
                <set field="partyRelationshipCtx.roleTypeIdFrom" value="ACCOUNT_LEAD"/>
                <set field="partyRelationshipCtx.roleTypeIdTo" value="LEAD"/>
                <set field="partyRelationshipCtx.positionTitle" from-field="parameters.title"/>
                <set field="partyRelationshipCtx.partyRelationshipTypeId" value="EMPLOYMENT"/>
                <call-service service-name="createPartyRelationship" in-map-name="partyRelationshipCtx"/>
            </if-not-empty>
            <set field="partyRelationshipCtx.partyIdFrom" from-field="userLogin.partyId"/>
            <set field="partyRelationshipCtx.partyIdTo" from-field="partyGroupPartyId"/>
            <set field="partyRelationshipCtx.roleTypeIdFrom" value="OWNER"/>
            <set field="partyRelationshipCtx.roleTypeIdTo" value="ACCOUNT_LEAD"/>
            <set field="partyRelationshipCtx.partyRelationshipTypeId" value="LEAD_OWNER"/>
            <call-service service-name="createPartyRelationship" in-map-name="partyRelationshipCtx"/>
            <if-not-empty field="parameters.dataSourceId">
                <set field="partyDataSourceCtx.partyId" from-field="partyGroupPartyId"/>
                <set field="partyDataSourceCtx.dataSourceId" from-field="parameters.dataSourceId"/>
                <call-service service-name="createPartyDataSource" in-map-name="partyDataSourceCtx"/>
            </if-not-empty>

        </if-not-empty>

        <field-to-result field="leadContactPartyId" result-name="partyId" />
        <field-to-result field="partyGroupPartyId"/>
        <field-to-result field="parameters.roleTypeId" result-name="roleTypeId"/>
    </simple-method>

    <simple-method method-name="convertLeadToContact" short-description="Convert a lead person into a contact and associated lead group to an account">
        <set field="partyId" from-field="parameters.partyId"/>
        <set field="partyGroupId" from-field="parameters.partyGroupId"/>
        <now-timestamp field="nowTimestamp"/>
        <entity-and entity-name="PartyRelationship" list="partyRelationships" filter-by-date="true">
            <field-map field-name="partyIdTo" from-field="partyId"/>
            <field-map field-name="roleTypeIdFrom" value="OWNER"/>
            <field-map field-name="roleTypeIdTo" value="LEAD"/>
            <field-map field-name="partyRelationshipTypeId" value="LEAD_OWNER"/>
            <order-by field-name="-fromDate"/>
        </entity-and>
        <first-from-list list="partyRelationships" entry="partyRelationship"/>
        <if-not-empty field="partyRelationship">
            <set-service-fields service-name="updatePartyRelationship" map="partyRelationship" to-map="deletePartyRelationship"/>
            <set from-field="nowTimestamp" field="deletePartyRelationship.thruDate"/>
            <call-service service-name="updatePartyRelationship" in-map-name="deletePartyRelationship"/>
            <log level="info" message="Expiring relationship  ${deletePartyRelationship}"/>
            <clear-field field="deletePartyRelationship"/>
            <clear-field field="partyRelationship"/>
        </if-not-empty>
        
        <!-- Expire relation between lead company and lead person -->
        <entity-and entity-name="PartyRelationship" list="partyRelationships" filter-by-date="true">
            <field-map field-name="partyIdFrom" from-field="partyGroupId"/>
            <field-map field-name="roleTypeIdTo" value="LEAD"/>
            <field-map field-name="roleTypeIdFrom" value="ACCOUNT_LEAD"/>
            <field-map field-name="partyRelationshipTypeId" value="EMPLOYMENT"/>
            <order-by field-name="-fromDate"/>
        </entity-and>

        <first-from-list list="partyRelationships" entry="partyRelationship"/>
        <if-not-empty field="partyRelationship">
            <set-service-fields service-name="updatePartyRelationship" map="partyRelationship" to-map="deletePartyRelationship"/>
            <set from-field="nowTimestamp" field="deletePartyRelationship.thruDate"/>
            <call-service service-name="updatePartyRelationship" in-map-name="deletePartyRelationship"/>
            <clear-field field="deletePartyRelationship"/>
            <clear-field field="partyRelationship"/>
        </if-not-empty>

        <!-- Expire relation between lead company and its owner -->
        <entity-and entity-name="PartyRelationship" list="partyRelationships" filter-by-date="true">
            <field-map field-name="partyIdFrom" from-field="userLogin.partyId"/>
            <field-map field-name="partyIdTo" from-field="partyGroupId"/>
            <field-map field-name="roleTypeIdTo" value="ACCOUNT_LEAD"/>
            <field-map field-name="roleTypeIdFrom" value="OWNER"/>
            <order-by field-name="-fromDate"/>
        </entity-and>
        <first-from-list list="partyRelationships" entry="partyRelationship"/>
        <if-not-empty field="partyRelationship">
            <set-service-fields service-name="updatePartyRelationship" map="partyRelationship" to-map="deletePartyRelationship"/>
            <set from-field="nowTimestamp" field="deletePartyRelationship.thruDate"/>
            <call-service service-name="updatePartyRelationship" in-map-name="deletePartyRelationship"/>
            <clear-field field="deletePartyRelationship"/>
            <clear-field field="partyRelationship"/>
        </if-not-empty>

        <set field="partyRoleCtx.partyId" from-field="partyGroupId"/>
        <set field="partyRoleCtx.roleTypeId" value="ACCOUNT"/>
        <call-service service-name="createPartyRole" in-map-name="partyRoleCtx"/>

        <set field="partyRelationshipCtx.partyIdFrom" from-field="userLogin.partyId"/>
        <set field="partyRelationshipCtx.partyIdTo" from-field="partyGroupId"/>
        <set field="partyRelationshipCtx.roleTypeIdFrom" value="OWNER"/>
        <set field="partyRelationshipCtx.roleTypeIdTo" value="ACCOUNT"/>
        <set field="partyRelationshipCtx.partyRelationshipTypeId" value="ACCOUNT"/>
        <call-service service-name="createPartyRelationship" in-map-name="partyRelationshipCtx"/>
        <clear-field field="partyRelationshipCtx"/>

        <set field="updatePartyCtx.partyId" from-field="partyGroupId"/>
        <set field="updatePartyCtx.statusId" value="LEAD_CONVERTED"/>
        <call-service service-name="setPartyStatus" in-map-name="updatePartyCtx"/>

        <set field="createPartyRoleCtx.partyId" from-field="partyId"/>
        <set field="createPartyRoleCtx.roleTypeId" value="CONTACT"/>
        <call-service service-name="createPartyRole" in-map-name="createPartyRoleCtx"/>
        <!-- create new relationship between new account and contact person there -->
        <set field="partyRelationshipCtx.partyIdFrom" from-field="partyGroupId"/>
        <set field="partyRelationshipCtx.roleTypeIdFrom" value="ACCOUNT"/>
        <set field="partyRelationshipCtx.partyIdTo" from-field="partyId"/>
        <set field="partyRelationshipCtx.roleTypeIdTo" value="CONTACT"/>
        <set field="partyRelationshipCtx.partyRelationshipTypeId" value="EMPLOYMENT"/>
        <call-service service-name="createPartyRelationship" in-map-name="partyRelationshipCtx"/>

        <clear-field field="partyRelationshipCtx"/>
        <set field="updatePartyCtx.partyId" from-field="partyId"/>
        <set field="updatePartyCtx.statusId" value="LEAD_CONVERTED"/>
        <call-service service-name="setPartyStatus" in-map-name="updatePartyCtx"/>
 
        <field-to-result field="partyId"/>
        <field-to-result field="partyGroupId"/>
        <set field="successMessage" value="Lead ${partyGroupId} ${partyId}  succesfully converted to Account/Contact"/>
    </simple-method>
</simple-methods>