MngConvertLeadsToClientsByFilter

Converts every lead matching the supplied filter into a client, setting customer_kind for all of them in one pass.

The confirm flag decides whether anything is written. With confirm: false the command runs every check and returns the counters describing what would happen, without touching a record. With confirm: true the same run also persists the change. The response shape is identical in both modes.

The command is available through the manager command API only; there is no REST path for it. It is the bulk form of MngConvertLeadToClient; for one record, use that command instead.

Access Control

Allowed sessions:

• SESSION_MANAGER
• SESSION_ADMIN
• SESSION_DEALER
• SESSION_CRM_MANAGER
• SESSION_CRM_ADMIN

The caller must have CRM access and both set_leads and set_clients: the record leaves one half of the base and appears in the other, so either side alone is not enough.

The requested deskFilter is first narrowed to the desks the caller may see, and then every selected record is checked individually against the caller's brand and desk scope.

Every call is written to the journal, successful ones included.

Request

Dry run:

{
  "command": "MngConvertLeadsToClientsByFilter",
  "extID": "1",
  "data": {
    "confirm": false,
    "filter": {
      "deskFilter": "*",
      "limit": 100,
      "offset": 0
    }
  }
}

Request Data

Top level:

Field	Type	Required	Description
confirm	bool	Yes	false reports what would change without writing. true applies the change
filter	object	Yes	Record selection

There is no fields object: the operation is a single one and there is nothing to choose.

filter object:

Field	Type	Required	Description
deskFilter	string	Yes	Desk wildcard mask, for example *, DESK_*, DESK_EU*,!DESK_EU_TEST. Must not be empty
limit	int	Yes	From 1 to 50000. Validated, but it does not limit how much is processed
offset	int	Yes	Minimum 0. Validated, but it does not limit how much is processed
where	array	No	[[field, operator, value], ...], all conditions must match
orWhere	array	No	OR comparison group; at least one condition must match
whereNot	array	No	[[field, value], ...]
whereIn	array	No	[[field, [values...]], ...]
whereNotIn	array	No	[[field, [values...]], ...]
whereBetween	array	No	[[field, [from, to]], ...]
whereNotBetween	array	No	[[field, [from, to]], ...]
orderBy	array	No	Example: [["created_time", "desc"]]

Filter fields and operators are the same as for the customer table, including the lifecycle_flags operators has_all, has_any, and has_none. Common filter semantics are described in Table filter syntax; desk masks in Desks TCP API.

Response Data

{
  "confirm": true,
  "matched": 240,
  "updated": 240,
  "skipped": 0,
  "failed": 0
}

Field	Type	Description
confirm	bool	Echo of the request flag
matched	int	Records selected by the filter, kind, brand scope, and desk mask
updated	int	Records actually converted. Always 0 when confirm is false
skipped	int	Always 0; see below
failed	int	Records that did not pass the per-record checks
failures	array	One entry per failure with customer_id, error, and an optional message. Present only when non-empty

Why skipped Is Always Zero

A record of the other kind never enters the selection in the first place, so there is nothing to skip. The field is kept for a uniform response shape with the neighbouring bulk commands.

Reading the Counters

After an applied run the identity matched = updated + failed holds. On a dry run updated is 0 by definition, and the number of records that would be converted is matched - failed.

Response Statuses

Status	Condition
200	Dry run. Always, since nothing was meant to change
200	Applied, at least one record written, no failures
207	Applied, at least one record written, some failed
409	Applied, nothing was written

Errors

HTTP	Error	Description
400	INVALID_DATA	Request validation failed
403	RET_NOT_ENOUGH_RIGHTS	Missing permission, missing scope, or the record is outside the caller's visibility
404	RET_NOT_FOUND	No customer with that identifier exists

Every error carries a message field with free-form text. Its contents are not part of the contract; branch on error.