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feat: Prospect

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This commit is contained in:
Anupam 2021-08-24 09:35:59 +05:30
parent 44434ff70f
commit 4a529f8039
14 changed files with 396 additions and 16 deletions
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2
erpnext/crm/doctype/lead/lead.js
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@ -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
})
}

10
erpnext/crm/doctype/lead/lead.py
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@ -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)

36
erpnext/crm/doctype/lead/lead_list.js Normal file
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@ -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
// });
});
}
}
};

10
erpnext/crm/doctype/opportunity/opportunity.js
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@ -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');

6
erpnext/crm/doctype/opportunity/opportunity.json
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@ -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",

0
erpnext/crm/doctype/prospect/__init__.py Normal file
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39
erpnext/crm/doctype/prospect/prospect.js Normal file
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@ -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
// })
}
});

165
erpnext/crm/doctype/prospect/prospect.json Normal file
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@ -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
}

45
erpnext/crm/doctype/prospect/prospect.py Normal file
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@ -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

8
erpnext/crm/doctype/prospect/test_prospect.py Normal file
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@ -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

0
erpnext/crm/doctype/prospect_lead/__init__.py Normal file
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71
erpnext/crm/doctype/prospect_lead/prospect_lead.json Normal file
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@ -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
}

8
erpnext/crm/doctype/prospect_lead/prospect_lead.py Normal file
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@ -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

12
erpnext/selling/doctype/customer/customer.json
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@ -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",
"unique": 1
"options": "Company"
},
{
"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",