feat: Prospect

erpnext/crm/doctype/lead/lead.js

@@ -51,7 +51,7 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
 
 	make_customer () {
 		frappe.model.open_mapped_doc({
-			method: "erpnext.crm.doctype.lead.lead.make_customer",
+			method: "erpnext.crm.doctype.lead.lead.make_prospect",
 			frm: cur_frm
 		})
 	}

erpnext/crm/doctype/lead/lead.py

@@ -190,6 +190,16 @@ class Lead(SellingController):
 
 		return contact
 
+@frappe.whitelist()
+def make_prospect(source_name, target_doc=None, leads=None):
+	print("``````````````````````````")
+	print(source_name)
+	print("``````````````````````````")
+	print(target_doc)
+	print("``````````````````````````")
+	print(leads)
+	print("``````````````````````````")
+
 @frappe.whitelist()
 def make_customer(source_name, target_doc=None):
 	return _make_customer(source_name, target_doc)

erpnext/crm/doctype/lead/lead_list.js

@@ -0,0 +1,36 @@
+frappe.listview_settings['Lead'] = {
+	onload: function(listview) {
+		if (frappe.boot.user.can_create.includes("Prospect")) {
+			listview.page.add_action_item(__("Create Prospect"), function() {
+				let leads = listview.get_checked_items();
+				console.log(listview.get_checked_items());
+				frappe.model.open_mapped_doc({
+					method: "erpnext.crm.doctype.lead.lead.make_prospect",
+					frm: cur_frm,
+					leads: leads
+				})
+
+				// listview.call_for_selected_items(method, {"status": "Open"});
+			// 	let prospect_lead = []
+			// 	leads.forEach(lead => {
+			// 		prospect_lead.push({
+			// 			"lead": lead.name
+			// 		});
+			// 	});
+			// 	console.log("check");
+			// 	console.log(prospect_lead);
+			// 	frappe.new_doc("Prospect", {
+			// 		"company_name": leads[0].company_name,
+			// 		"industry": leads[0].industry,
+			// 		"market_segment": leads[0].market_segment,
+			// 		"territory": leads[0].territory,
+			// 		"no_of_employees": leads[0].no_of_employees,
+			// 		"fax": leads[0].fax,
+			// 		"website": leads[0].website,
+			// 		"prospect_owner": leads[0].lead_owner,
+			// 		"prospect_lead": prospect_lead
+			// 	});
+			});
+		}
+	}
+};

erpnext/crm/doctype/opportunity/opportunity.js

@@ -10,15 +10,7 @@ frappe.ui.form.on("Opportunity", {
 		frm.custom_make_buttons = {
 			'Quotation': 'Quotation',
 			'Supplier Quotation': 'Supplier Quotation'
-		},
+		};
-
-		frm.set_query("opportunity_from", function() {
-			return{
-				"filters": {
-					"name": ["in", ["Customer", "Lead"]],
-				}
-			}
-		});
 
 		if (frm.doc.opportunity_from && frm.doc.party_name){
 			frm.trigger('set_contact_link');

erpnext/crm/doctype/opportunity/opportunity.json

@@ -78,13 +78,13 @@
   },
   {
    "fieldname": "opportunity_from",
-   "fieldtype": "Link",
+   "fieldtype": "Select",
    "in_list_view": 1,
    "in_standard_filter": 1,
    "label": "Opportunity From",
    "oldfieldname": "enquiry_from",
    "oldfieldtype": "Select",
-   "options": "DocType",
+   "options": "\nLead\nProspect\nCustomer",
    "print_hide": 1,
    "reqd": 1
   },
@@ -430,7 +430,7 @@
  "icon": "fa fa-info-sign",
  "idx": 195,
  "links": [],
- "modified": "2021-06-04 10:11:22.831139",
+ "modified": "2021-08-23 14:43:09.484227",
  "modified_by": "Administrator",
  "module": "CRM",
  "name": "Opportunity",

erpnext/crm/doctype/prospect/prospect.js

@@ -0,0 +1,39 @@
+// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Prospect', {
+	refresh () {
+		if (!cur_frm.is_new() && frappe.boot.user.can_create.includes("Customer")) {
+			cur_frm.add_custom_button(__("Customer"), function() {
+				frappe.model.open_mapped_doc({
+					method: "erpnext.crm.doctype.prospect.prospect.make_customer",
+					frm: cur_frm
+				})
+			}, __("Create"));
+		}
+		if (!cur_frm.is_new() && frappe.boot.user.can_create.includes("Opportunity")) {
+			cur_frm.add_custom_button(__("Opportunity"), function() {
+				frappe.model.open_mapped_doc({
+					method: "erpnext.crm.doctype.prospect.prospect.make_opportunity",
+					frm: cur_frm
+				})
+			}, __("Create"));
+		}
+	},
+
+	make_customer () {
+		console.log("Make Customer");
+		frappe.model.open_mapped_doc({
+			method: "erpnext.crm.doctype.prospect.prospect.make_customer",
+			frm: cur_frm
+		})
+	},
+
+	make_opportunity () {
+		console.log("Make Opportunity");
+		// frappe.model.open_mapped_doc({
+		// 	method: "erpnext.crm.doctype.lead.lead.make_opportunity",
+		// 	frm: cur_frm
+		// })
+	}
+});

erpnext/crm/doctype/prospect/prospect.json

@@ -0,0 +1,165 @@
+{
+ "actions": [],
+ "autoname": "field:company_name",
+ "creation": "2021-08-19 00:21:06.995448",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "company_name",
+  "industry",
+  "market_segment",
+  "customer_group",
+  "territory",
+  "column_break_6",
+  "no_of_employees",
+  "currency",
+  "annual_revenue",
+  "fax",
+  "website",
+  "prospect_owner",
+  "leads_section",
+  "prospect_lead",
+  "addresses_and_contacts_section",
+  "address_html",
+  "column_break_17",
+  "contact_html",
+  "notes_section",
+  "notes"
+ ],
+ "fields": [
+  {
+   "fieldname": "company_name",
+   "fieldtype": "Data",
+   "label": "Company Name",
+   "unique": 1
+  },
+  {
+   "fieldname": "industry",
+   "fieldtype": "Link",
+   "label": "Industry",
+   "options": "Industry Type"
+  },
+  {
+   "fieldname": "market_segment",
+   "fieldtype": "Link",
+   "label": "Market Segment",
+   "options": "Market Segment"
+  },
+  {
+   "fieldname": "customer_group",
+   "fieldtype": "Link",
+   "label": "Customer Group",
+   "options": "Customer Group"
+  },
+  {
+   "fieldname": "territory",
+   "fieldtype": "Link",
+   "label": "Territory",
+   "options": "Territory"
+  },
+  {
+   "fieldname": "column_break_6",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "no_of_employees",
+   "fieldtype": "Int",
+   "label": "No. of Employees"
+  },
+  {
+   "fieldname": "currency",
+   "fieldtype": "Link",
+   "label": "Currency",
+   "options": "Currency"
+  },
+  {
+   "fieldname": "annual_revenue",
+   "fieldtype": "Currency",
+   "label": "Annual Revenue",
+   "options": "currency"
+  },
+  {
+   "fieldname": "fax",
+   "fieldtype": "Data",
+   "label": "Fax",
+   "options": "Phone"
+  },
+  {
+   "fieldname": "website",
+   "fieldtype": "Data",
+   "label": "Website",
+   "options": "URL"
+  },
+  {
+   "fieldname": "prospect_owner",
+   "fieldtype": "Link",
+   "label": "Prospect Owner",
+   "options": "User"
+  },
+  {
+   "fieldname": "leads_section",
+   "fieldtype": "Section Break",
+   "label": "Leads"
+  },
+  {
+   "fieldname": "prospect_lead",
+   "fieldtype": "Table",
+   "options": "Prospect Lead"
+  },
+  {
+   "depends_on": "eval: !doc.__islocal",
+   "fieldname": "addresses_and_contacts_section",
+   "fieldtype": "Section Break",
+   "label": "Addresses and Contacts"
+  },
+  {
+   "fieldname": "address_html",
+   "fieldtype": "HTML",
+   "label": "Address HTML"
+  },
+  {
+   "fieldname": "column_break_17",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "contact_html",
+   "fieldtype": "HTML",
+   "label": "Contact HTML"
+  },
+  {
+   "collapsible": 1,
+   "fieldname": "notes_section",
+   "fieldtype": "Section Break",
+   "label": "Notes"
+  },
+  {
+   "fieldname": "notes",
+   "fieldtype": "Text Editor"
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2021-08-19 00:29:00.767038",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Prospect",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1
+}

erpnext/crm/doctype/prospect/prospect.py

@@ -0,0 +1,45 @@
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+import frappe
+from frappe.model.document import Document
+from frappe.model.mapper import get_mapped_doc
+
+class Prospect(Document):
+	pass
+
+@frappe.whitelist()
+def make_customer(source_name, target_doc=None):
+	def set_missing_values(source, target):
+		target.customer_type = "Company"
+		target.company_name = source.name
+		target.customer_group = source.customer_group or frappe.db.get_default("Customer Group")
+
+	doclist = get_mapped_doc("Prospect", source_name,
+		{"Prospect": {
+			"doctype": "Customer",
+			"field_map": {
+				"company_name": "customer_name",
+				"currency": "default_currency",
+				"fax": "fax"
+			}
+		}}, target_doc, set_missing_values, ignore_permissions=False)
+
+	return doclist
+
+@frappe.whitelist()
+def make_opportunity(source_name, target_doc=None):
+	def set_missing_values(source, target):
+		target.opportunity_from = "Prospect"
+		target.customer_name = source.company_name
+		target.customer_group = source.customer_group or frappe.db.get_default("Customer Group")
+
+	doclist = get_mapped_doc("Prospect", source_name,
+		{"Prospect": {
+			"doctype": "Opportunity",
+			"field_map": {
+				"name": "party_name",
+			}
+		}}, target_doc, set_missing_values, ignore_permissions=False)
+
+	return doclist

erpnext/crm/doctype/prospect/test_prospect.py

@@ -0,0 +1,8 @@
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+# import frappe
+import unittest
+
+class TestProspect(unittest.TestCase):
+	pass

erpnext/crm/doctype/prospect_lead/prospect_lead.json

@@ -0,0 +1,71 @@
+{
+ "actions": [],
+ "creation": "2021-08-19 00:14:14.857421",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "lead",
+  "lead_name",
+  "status",
+  "email",
+  "mobile_no"
+ ],
+ "fields": [
+  {
+   "fieldname": "lead",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Lead",
+   "options": "Lead",
+   "reqd": 1
+  },
+  {
+   "fetch_from": "lead.lead_name",
+   "fetch_if_empty": 1,
+   "fieldname": "lead_name",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Lead Name"
+  },
+  {
+   "fetch_from": "lead.status",
+   "fetch_if_empty": 1,
+   "fieldname": "status",
+   "fieldtype": "Select",
+   "in_list_view": 1,
+   "label": "Status",
+   "options": "Lead\nOpen\nReplied\nOpportunity\nQuotation\nLost Quotation\nInterested\nConverted\nDo Not Contact"
+  },
+  {
+   "fetch_from": "lead.email_id",
+   "fetch_if_empty": 1,
+   "fieldname": "email",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Email",
+   "options": "Email"
+  },
+  {
+   "fetch_from": "lead.mobile_no",
+   "fetch_if_empty": 1,
+   "fieldname": "mobile_no",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Mobile No",
+   "options": "Phone"
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2021-08-20 01:58:39.387874",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Prospect Lead",
+ "owner": "Administrator",
+ "permissions": [],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1
+}

erpnext/crm/doctype/prospect_lead/prospect_lead.py

@@ -0,0 +1,8 @@
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+# import frappe
+from frappe.model.document import Document
+
+class ProspectLead(Document):
+	pass

erpnext/selling/doctype/customer/customer.json

@@ -20,6 +20,7 @@
   "tax_withholding_category",
   "default_bank_account",
   "lead_name",
+  "prospect",
   "image",
   "column_break0",
   "account_manager",
@@ -212,8 +213,7 @@
    "fieldtype": "Link",
    "ignore_user_permissions": 1,
    "label": "Represents Company",
-   "options": "Company",
+   "options": "Company"
-   "unique": 1
   },
   {
    "depends_on": "represents_company",
@@ -493,6 +493,12 @@
    "fieldtype": "Link",
    "label": "Tax Withholding Category",
    "options": "Tax Withholding Category"
+  },
+  {
+   "fieldname": "prospect",
+   "fieldtype": "Link",
+   "label": "Prospect",
+   "options": "Prospect"
   }
  ],
  "icon": "fa fa-user",
@@ -500,7 +506,7 @@
  "image_field": "image",
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2021-01-28 12:54:57.258959",
+ "modified": "2021-08-23 14:40:15.214350",
  "modified_by": "Administrator",
  "module": "Selling",
  "name": "Customer",