Merge pull request #27102 from anupamvs/prospect
feat(CRM): Prospect to group Leads
This commit is contained in:
Rucha Mahabal
GitHub
commit
5f3ec8230f
@ -39,6 +39,8 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
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this.frm.add_custom_button(__("Customer"), this.make_customer, __("Create"));
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this.frm.add_custom_button(__("Opportunity"), this.make_opportunity, __("Create"));
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this.frm.add_custom_button(__("Quotation"), this.make_quotation, __("Create"));
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this.frm.add_custom_button(__("Prospect"), this.make_prospect, __("Create"));
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this.frm.add_custom_button(__('Add to Prospect'), this.add_lead_to_prospect, __('Action'));
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}
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if (!this.frm.is_new()) {
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@ -49,27 +51,74 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
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}
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}
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make_customer () {
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add_lead_to_prospect (frm) {
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frappe.prompt([
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{
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fieldname: 'prospect',
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label: __('Prospect'),
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fieldtype: 'Link',
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options: 'Prospect',
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reqd: 1
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}
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],
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function(data) {
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frappe.call({
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method: 'erpnext.crm.doctype.lead.lead.add_lead_to_prospect',
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args: {
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'lead': frm.doc.name,
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'prospect': data.prospect
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},
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callback: function(r) {
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if (!r.exc) {
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frm.reload_doc();
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}
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},
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freeze: true,
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freeze_message: __('...Adding Lead to Prospect')
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});
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}, __('Add Lead to Prospect'), __('Add'));
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}
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make_customer (frm) {
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frappe.model.open_mapped_doc({
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method: "erpnext.crm.doctype.lead.lead.make_customer",
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frm: cur_frm
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frm: frm
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})
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}
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make_opportunity () {
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make_opportunity (frm) {
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frappe.model.open_mapped_doc({
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method: "erpnext.crm.doctype.lead.lead.make_opportunity",
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frm: cur_frm
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frm: frm
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})
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}
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make_quotation () {
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make_quotation (frm) {
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frappe.model.open_mapped_doc({
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method: "erpnext.crm.doctype.lead.lead.make_quotation",
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frm: cur_frm
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frm: frm
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})
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}
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make_prospect (frm) {
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frappe.model.with_doctype("Prospect", function() {
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let prospect = frappe.model.get_new_doc("Prospect");
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prospect.company_name = frm.doc.company_name;
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prospect.no_of_employees = frm.doc.no_of_employees;
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prospect.industry = frm.doc.industry;
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prospect.market_segment = frm.doc.market_segment;
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prospect.territory = frm.doc.territory;
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prospect.fax = frm.doc.fax;
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prospect.website = frm.doc.website;
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prospect.prospect_owner = frm.doc.lead_owner;
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let lead_prospect_row = frappe.model.add_child(prospect, 'prospect_lead');
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lead_prospect_row.lead = frm.doc.name;
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frappe.set_route("Form", "Prospect", prospect.name);
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});
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}
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company_name () {
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if (!this.frm.doc.lead_name) {
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this.frm.set_value("lead_name", this.frm.doc.company_name);
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@ -63,6 +63,7 @@ class Lead(SellingController):
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def on_update(self):
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self.add_calendar_event()
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self.update_prospects()
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def before_insert(self):
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self.contact_doc = self.create_contact()
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@ -89,6 +90,12 @@ class Lead(SellingController):
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"description": ('Contact ' + cstr(self.lead_name)) + (self.contact_by and ('. By : ' + cstr(self.contact_by)) or '')
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}, force)
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def update_prospects(self):
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prospects = frappe.get_all('Prospect Lead', filters={'lead': self.name}, fields=['parent'])
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for row in prospects:
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prospect = frappe.get_doc('Prospect', row.parent)
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prospect.save(ignore_permissions=True)
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def check_email_id_is_unique(self):
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if self.email_id:
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# validate email is unique
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@ -354,3 +361,14 @@ def daily_open_lead():
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leads = frappe.get_all("Lead", filters = [["contact_date", "Between", [nowdate(), nowdate()]]])
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for lead in leads:
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frappe.db.set_value("Lead", lead.name, "status", "Open")
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@frappe.whitelist()
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def add_lead_to_prospect(lead, prospect):
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prospect = frappe.get_doc('Prospect', prospect)
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prospect.append('prospect_lead', {
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'lead': lead
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})
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prospect.save(ignore_permissions=True)
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frappe.msgprint(_('Lead {0} has been added to prospect {1}.').format(frappe.bold(lead), frappe.bold(prospect.name)),
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title=_('Lead Added'), indicator='green')
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@ -13,7 +13,7 @@ def get_data():
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},
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'transactions': [
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{
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'items': ['Opportunity', 'Quotation']
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'items': ['Opportunity', 'Quotation', 'Prospect']
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},
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]
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}
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28
erpnext/crm/doctype/lead/lead_list.js
Normal file
28
erpnext/crm/doctype/lead/lead_list.js
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@ -0,0 +1,28 @@
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frappe.listview_settings['Lead'] = {
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onload: function(listview) {
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if (frappe.boot.user.can_create.includes("Prospect")) {
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listview.page.add_action_item(__("Create Prospect"), function() {
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frappe.model.with_doctype("Prospect", function() {
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let prospect = frappe.model.get_new_doc("Prospect");
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let leads = listview.get_checked_items();
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frappe.db.get_value("Lead", leads[0].name, ["company_name", "no_of_employees", "industry", "market_segment", "territory", "fax", "website", "lead_owner"], (r) => {
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prospect.company_name = r.company_name;
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prospect.no_of_employees = r.no_of_employees;
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prospect.industry = r.industry;
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prospect.market_segment = r.market_segment;
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prospect.territory = r.territory;
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prospect.fax = r.fax;
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prospect.website = r.website;
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prospect.prospect_owner = r.lead_owner;
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leads.forEach(function(lead) {
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let lead_prospect_row = frappe.model.add_child(prospect, 'prospect_lead');
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lead_prospect_row.lead = lead.name;
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});
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frappe.set_route("Form", "Prospect", prospect.name);
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});
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});
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});
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}
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}
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};
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@ -10,12 +10,12 @@ frappe.ui.form.on("Opportunity", {
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frm.custom_make_buttons = {
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'Quotation': 'Quotation',
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'Supplier Quotation': 'Supplier Quotation'
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},
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};
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frm.set_query("opportunity_from", function() {
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return{
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"filters": {
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"name": ["in", ["Customer", "Lead"]],
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"name": ["in", ["Customer", "Lead", "Prospect"]],
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}
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}
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});
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@ -430,7 +430,7 @@
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"icon": "fa fa-info-sign",
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"idx": 195,
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"links": [],
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"modified": "2021-06-04 10:11:22.831139",
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"modified": "2021-08-25 10:28:24.923543",
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"modified_by": "Administrator",
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"module": "CRM",
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"name": "Opportunity",
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0
erpnext/crm/doctype/prospect/__init__.py
Normal file
0
erpnext/crm/doctype/prospect/__init__.py
Normal file
29
erpnext/crm/doctype/prospect/prospect.js
Normal file
29
erpnext/crm/doctype/prospect/prospect.js
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@ -0,0 +1,29 @@
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// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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frappe.ui.form.on('Prospect', {
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refresh (frm) {
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if (!frm.is_new() && frappe.boot.user.can_create.includes("Customer")) {
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frm.add_custom_button(__("Customer"), function() {
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frappe.model.open_mapped_doc({
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method: "erpnext.crm.doctype.prospect.prospect.make_customer",
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frm: frm
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});
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}, __("Create"));
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}
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if (!frm.is_new() && frappe.boot.user.can_create.includes("Opportunity")) {
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frm.add_custom_button(__("Opportunity"), function() {
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frappe.model.open_mapped_doc({
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method: "erpnext.crm.doctype.prospect.prospect.make_opportunity",
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frm: frm
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});
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}, __("Create"));
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}
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if (!frm.is_new()) {
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frappe.contacts.render_address_and_contact(frm);
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} else {
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frappe.contacts.clear_address_and_contact(frm);
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}
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}
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});
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203
erpnext/crm/doctype/prospect/prospect.json
Normal file
203
erpnext/crm/doctype/prospect/prospect.json
Normal file
@ -0,0 +1,203 @@
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{
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"actions": [],
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"autoname": "field:company_name",
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"creation": "2021-08-19 00:21:06.995448",
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"doctype": "DocType",
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"editable_grid": 1,
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"engine": "InnoDB",
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"field_order": [
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"company_name",
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"industry",
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"market_segment",
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"customer_group",
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"territory",
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"column_break_6",
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"no_of_employees",
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"currency",
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"annual_revenue",
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"more_details_section",
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"fax",
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"website",
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"column_break_13",
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"prospect_owner",
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"leads_section",
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"prospect_lead",
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"address_and_contact_section",
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"address_html",
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"column_break_17",
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"contact_html",
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"notes_section",
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"notes"
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],
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"fields": [
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{
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"fieldname": "company_name",
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"fieldtype": "Data",
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"label": "Company Name",
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"unique": 1
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},
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{
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"fieldname": "industry",
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"fieldtype": "Link",
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"in_list_view": 1,
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"in_standard_filter": 1,
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"label": "Industry",
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"options": "Industry Type"
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},
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{
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"fieldname": "market_segment",
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"fieldtype": "Link",
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"label": "Market Segment",
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"options": "Market Segment"
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},
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{
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"fieldname": "customer_group",
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"fieldtype": "Link",
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"label": "Customer Group",
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"options": "Customer Group"
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},
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{
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"fieldname": "territory",
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"fieldtype": "Link",
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"in_list_view": 1,
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"in_standard_filter": 1,
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"label": "Territory",
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"options": "Territory"
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},
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{
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"fieldname": "column_break_6",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "no_of_employees",
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"fieldtype": "Int",
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"label": "No. of Employees"
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},
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{
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"fieldname": "currency",
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"fieldtype": "Link",
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"in_list_view": 1,
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"label": "Currency",
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"options": "Currency"
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},
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{
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"fieldname": "annual_revenue",
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"fieldtype": "Currency",
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"in_list_view": 1,
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"label": "Annual Revenue",
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"options": "currency"
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},
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{
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"fieldname": "fax",
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"fieldtype": "Data",
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"label": "Fax",
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"options": "Phone"
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},
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{
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"fieldname": "website",
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"fieldtype": "Data",
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"label": "Website",
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"options": "URL"
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},
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{
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"fieldname": "prospect_owner",
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"fieldtype": "Link",
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"label": "Prospect Owner",
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"options": "User"
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},
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{
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"fieldname": "leads_section",
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"fieldtype": "Section Break",
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"label": "Leads"
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},
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{
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"fieldname": "prospect_lead",
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"fieldtype": "Table",
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"options": "Prospect Lead"
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},
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{
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"fieldname": "address_html",
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"fieldtype": "HTML",
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"label": "Address HTML"
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},
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{
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"fieldname": "column_break_17",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "contact_html",
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"fieldtype": "HTML",
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"label": "Contact HTML"
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},
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{
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"collapsible": 1,
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"fieldname": "notes_section",
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"fieldtype": "Section Break",
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"label": "Notes"
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},
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{
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"fieldname": "notes",
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"fieldtype": "Text Editor"
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},
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{
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"fieldname": "more_details_section",
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"fieldtype": "Section Break",
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"label": "More Details"
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},
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{
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"fieldname": "column_break_13",
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"fieldtype": "Column Break"
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},
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{
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"depends_on": "eval: !doc.__islocal",
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"fieldname": "address_and_contact_section",
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"fieldtype": "Section Break",
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"label": "Address and Contact"
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}
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],
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"index_web_pages_for_search": 1,
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"links": [],
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"modified": "2021-08-27 16:24:42.961967",
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"modified_by": "Administrator",
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"module": "CRM",
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"name": "Prospect",
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"owner": "Administrator",
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"permissions": [
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{
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"create": 1,
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"email": 1,
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"export": 1,
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"print": 1,
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"read": 1,
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"report": 1,
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"role": "System Manager",
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"share": 1,
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"write": 1
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},
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{
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"create": 1,
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"delete": 1,
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"email": 1,
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"export": 1,
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"print": 1,
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"read": 1,
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"report": 1,
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"role": "Sales Manager",
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"share": 1,
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"write": 1
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},
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{
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"email": 1,
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"export": 1,
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"print": 1,
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"read": 1,
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"report": 1,
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"role": "Sales User",
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"share": 1
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}
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],
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"sort_field": "modified",
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"sort_order": "DESC",
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"title_field": "company_name",
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"track_changes": 1
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}
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99
erpnext/crm/doctype/prospect/prospect.py
Normal file
99
erpnext/crm/doctype/prospect/prospect.py
Normal file
@ -0,0 +1,99 @@
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# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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import frappe
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from frappe.model.document import Document
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from frappe.model.mapper import get_mapped_doc
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from frappe.contacts.address_and_contact import load_address_and_contact
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class Prospect(Document):
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def onload(self):
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load_address_and_contact(self)
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def validate(self):
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self.update_lead_details()
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def on_update(self):
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self.link_with_lead_contact_and_address()
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def on_trash(self):
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self.unlink_dynamic_links()
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def update_lead_details(self):
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for row in self.get('prospect_lead'):
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lead = frappe.get_value('Lead', row.lead, ['lead_name', 'status', 'email_id', 'mobile_no'], as_dict=True)
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row.lead_name = lead.lead_name
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row.status = lead.status
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row.email = lead.email_id
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row.mobile_no = lead.mobile_no
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def link_with_lead_contact_and_address(self):
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for row in self.prospect_lead:
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links = frappe.get_all('Dynamic Link', filters={'link_doctype': 'Lead', 'link_name': row.lead}, fields=['parent', 'parenttype'])
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for link in links:
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linked_doc = frappe.get_doc(link['parenttype'], link['parent'])
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exists = False
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for d in linked_doc.get('links'):
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if d.link_doctype == self.doctype and d.link_name == self.name:
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exists = True
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if not exists:
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linked_doc.append('links', {
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'link_doctype': self.doctype,
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'link_name': self.name
|
||||
})
|
||||
linked_doc.save(ignore_permissions=True)
|
||||
|
||||
def unlink_dynamic_links(self):
|
||||
links = frappe.get_all('Dynamic Link', filters={'link_doctype': self.doctype, 'link_name': self.name}, fields=['parent', 'parenttype'])
|
||||
|
||||
for link in links:
|
||||
linked_doc = frappe.get_doc(link['parenttype'], link['parent'])
|
||||
|
||||
if len(linked_doc.get('links')) == 1:
|
||||
linked_doc.delete(ignore_permissions=True)
|
||||
else:
|
||||
to_remove = None
|
||||
for d in linked_doc.get('links'):
|
||||
if d.link_doctype == self.doctype and d.link_name == self.name:
|
||||
to_remove = d
|
||||
if to_remove:
|
||||
linked_doc.remove(to_remove)
|
||||
linked_doc.save(ignore_permissions=True)
|
||||
|
||||
@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
|
||||
54
erpnext/crm/doctype/prospect/test_prospect.py
Normal file
54
erpnext/crm/doctype/prospect/test_prospect.py
Normal file
@ -0,0 +1,54 @@
|
||||
# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# See license.txt
|
||||
|
||||
import frappe
|
||||
import unittest
|
||||
from frappe.utils import random_string
|
||||
from erpnext.crm.doctype.lead.test_lead import make_lead
|
||||
from erpnext.crm.doctype.lead.lead import add_lead_to_prospect
|
||||
|
||||
|
||||
class TestProspect(unittest.TestCase):
|
||||
def test_add_lead_to_prospect_and_address_linking(self):
|
||||
lead_doc = make_lead()
|
||||
address_doc = make_address(address_title=lead_doc.name)
|
||||
address_doc.append('links', {
|
||||
"link_doctype": lead_doc.doctype,
|
||||
"link_name": lead_doc.name
|
||||
})
|
||||
address_doc.save()
|
||||
prospect_doc = make_prospect()
|
||||
add_lead_to_prospect(lead_doc.name, prospect_doc.name)
|
||||
prospect_doc.reload()
|
||||
lead_exists_in_prosoect = False
|
||||
for rec in prospect_doc.get('prospect_lead'):
|
||||
if rec.lead == lead_doc.name:
|
||||
lead_exists_in_prosoect = True
|
||||
self.assertEqual(lead_exists_in_prosoect, True)
|
||||
address_doc.reload()
|
||||
self.assertEqual(address_doc.has_link('Prospect', prospect_doc.name), True)
|
||||
|
||||
|
||||
def make_prospect(**args):
|
||||
args = frappe._dict(args)
|
||||
|
||||
prospect_doc = frappe.get_doc({
|
||||
"doctype": "Prospect",
|
||||
"company_name": args.company_name or "_Test Company {}".format(random_string(3)),
|
||||
}).insert()
|
||||
|
||||
return prospect_doc
|
||||
|
||||
def make_address(**args):
|
||||
args = frappe._dict(args)
|
||||
|
||||
address_doc = frappe.get_doc({
|
||||
"doctype": "Address",
|
||||
"address_title": args.address_title or "Address Title",
|
||||
"address_type": args.address_type or "Billing",
|
||||
"city": args.city or "Mumbai",
|
||||
"address_line1": args.address_line1 or "Vidya Vihar West",
|
||||
"country": args.country or "India"
|
||||
}).insert()
|
||||
|
||||
return address_doc
|
||||
0
erpnext/crm/doctype/prospect_lead/__init__.py
Normal file
0
erpnext/crm/doctype/prospect_lead/__init__.py
Normal file
67
erpnext/crm/doctype/prospect_lead/prospect_lead.json
Normal file
67
erpnext/crm/doctype/prospect_lead/prospect_lead.json
Normal file
@ -0,0 +1,67 @@
|
||||
{
|
||||
"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
|
||||
},
|
||||
{
|
||||
"fieldname": "lead_name",
|
||||
"fieldtype": "Data",
|
||||
"in_list_view": 1,
|
||||
"label": "Lead Name",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "status",
|
||||
"fieldtype": "Select",
|
||||
"in_list_view": 1,
|
||||
"label": "Status",
|
||||
"options": "Lead\nOpen\nReplied\nOpportunity\nQuotation\nLost Quotation\nInterested\nConverted\nDo Not Contact",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "email",
|
||||
"fieldtype": "Data",
|
||||
"in_list_view": 1,
|
||||
"label": "Email",
|
||||
"options": "Email",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "mobile_no",
|
||||
"fieldtype": "Data",
|
||||
"in_list_view": 1,
|
||||
"label": "Mobile No",
|
||||
"options": "Phone",
|
||||
"read_only": 1
|
||||
}
|
||||
],
|
||||
"index_web_pages_for_search": 1,
|
||||
"istable": 1,
|
||||
"links": [],
|
||||
"modified": "2021-08-25 12:58:24.638054",
|
||||
"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
8
erpnext/crm/doctype/prospect_lead/prospect_lead.py
Normal file
@ -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
|
||||
@ -20,6 +20,7 @@
|
||||
"tax_withholding_category",
|
||||
"default_bank_account",
|
||||
"lead_name",
|
||||
"prospect",
|
||||
"opportunity_name",
|
||||
"image",
|
||||
"column_break0",
|
||||
@ -213,8 +214,7 @@
|
||||
"fieldtype": "Link",
|
||||
"ignore_user_permissions": 1,
|
||||
"label": "Represents Company",
|
||||
"options": "Company",
|
||||
"unique": 1
|
||||
"options": "Company"
|
||||
},
|
||||
{
|
||||
"depends_on": "represents_company",
|
||||
@ -497,6 +497,14 @@
|
||||
"label": "Tax Withholding Category",
|
||||
"options": "Tax Withholding Category"
|
||||
},
|
||||
{
|
||||
"fieldname": "prospect",
|
||||
"fieldtype": "Link",
|
||||
"label": "Prospect",
|
||||
"no_copy": 1,
|
||||
"options": "Prospect",
|
||||
"print_hide": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "opportunity_name",
|
||||
"fieldtype": "Link",
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user