diff --git a/erpnext/crm/doctype/opportunity/opportunity.json b/erpnext/crm/doctype/opportunity/opportunity.json index 121a336691..37f492ede6 100644 --- a/erpnext/crm/doctype/opportunity/opportunity.json +++ b/erpnext/crm/doctype/opportunity/opportunity.json @@ -1,1561 +1,453 @@ { - "allow_copy": 0, - "allow_events_in_timeline": 0, - "allow_guest_to_view": 0, "allow_import": 1, - "allow_rename": 0, "autoname": "naming_series:", - "beta": 0, "creation": "2013-03-07 18:50:30", - "custom": 0, "description": "Potential Sales Deal", - "docstatus": 0, "doctype": "DocType", "document_type": "Document", "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "from_section", + "naming_series", + "opportunity_from", + "party_name", + "customer_name", + "column_break0", + "title", + "opportunity_type", + "status", + "converted_by", + "sales_stage", + "order_lost_reason", + "mins_to_first_response", + "next_contact", + "contact_by", + "contact_date", + "column_break2", + "to_discuss", + "section_break_14", + "currency", + "opportunity_amount", + "with_items", + "column_break_17", + "probability", + "items_section", + "items", + "contact_info", + "customer_address", + "address_display", + "territory", + "customer_group", + "column_break3", + "contact_person", + "contact_display", + "contact_email", + "contact_mobile", + "more_info", + "source", + "campaign", + "column_break1", + "company", + "transaction_date", + "amended_from", + "lost_reasons" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "from_section", "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "", - "length": 0, - "no_copy": 0, - "options": "fa fa-user", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "fa fa-user" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "", - "fetch_if_empty": 0, "fieldname": "naming_series", "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, - "in_standard_filter": 0, "label": "Series", - "length": 0, "no_copy": 1, "oldfieldname": "naming_series", "oldfieldtype": "Select", "options": "CRM-OPP-.YYYY.-", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, "reqd": 1, - "search_index": 0, - "set_only_once": 1, - "translatable": 0, - "unique": 0 + "set_only_once": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "opportunity_from", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, "in_standard_filter": 1, "label": "Opportunity From", - "length": 0, - "no_copy": 0, "oldfieldname": "enquiry_from", "oldfieldtype": "Select", "options": "DocType", - "permlevel": 0, "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "reqd": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, "bold": 1, - "collapsible": 0, - "columns": 0, - "depends_on": "", - "fetch_if_empty": 0, "fieldname": "party_name", "fieldtype": "Dynamic Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, "in_standard_filter": 1, "label": "Party", - "length": 0, - "no_copy": 0, "oldfieldname": "customer", "oldfieldtype": "Link", "options": "opportunity_from", - "permlevel": 0, "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "reqd": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, "bold": 1, - "collapsible": 0, - "columns": 0, - "depends_on": "", - "fetch_from": "", - "fetch_if_empty": 0, "fieldname": "customer_name", "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, "in_global_search": 1, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Customer / Lead Name", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "column_break0", "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, "oldfieldtype": "Column Break", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0, "width": "50%" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "title", "fieldtype": "Data", "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Title", - "length": 0, - "no_copy": 1, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "no_copy": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "default": "Sales", - "fetch_if_empty": 0, "fieldname": "opportunity_type", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, - "in_standard_filter": 0, "label": "Opportunity Type", - "length": 0, - "no_copy": 0, "oldfieldname": "enquiry_type", "oldfieldtype": "Select", - "options": "Opportunity Type", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "Opportunity Type" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "default": "Open", - "fetch_if_empty": 0, "fieldname": "status", "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, "in_standard_filter": 1, "label": "Status", - "length": 0, "no_copy": 1, "oldfieldname": "status", "oldfieldtype": "Select", "options": "Open\nQuotation\nConverted\nLost\nReplied\nClosed", - "permlevel": 0, "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "reqd": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "depends_on": "eval:doc.status===\"Lost\"", - "fetch_if_empty": 0, "fieldname": "order_lost_reason", "fieldtype": "Small Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Lost Reason", - "length": 0, "no_copy": 1, - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, "bold": 1, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "mins_to_first_response", "fieldtype": "Float", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Mins to first response", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, "collapsible": 1, "collapsible_depends_on": "contact_by", - "columns": 0, - "fetch_if_empty": 0, "fieldname": "next_contact", "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Follow Up", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Follow Up" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "description": "", - "fetch_if_empty": 0, "fieldname": "contact_by", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, "in_standard_filter": 1, "label": "Next Contact By", - "length": 0, - "no_copy": 0, "oldfieldname": "contact_by", "oldfieldtype": "Link", "options": "User", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0, "width": "75px" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "description": "", - "fetch_if_empty": 0, "fieldname": "contact_date", "fieldtype": "Datetime", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Next Contact Date", - "length": 0, - "no_copy": 0, "oldfieldname": "contact_date", - "oldfieldtype": "Date", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "oldfieldtype": "Date" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "column_break2", "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, "oldfieldtype": "Column Break", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0, "width": "50%" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "to_discuss", "fieldtype": "Small Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "To Discuss", - "length": 0, "no_copy": 1, "oldfieldname": "to_discuss", - "oldfieldtype": "Small Text", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "oldfieldtype": "Small Text" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "section_break_14", "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Sales", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Sales" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "currency", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Currency", - "length": 0, - "no_copy": 0, - "options": "Currency", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "Currency" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "opportunity_amount", "fieldtype": "Currency", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Opportunity Amount", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Opportunity Amount" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, + "default": "0", "fieldname": "with_items", "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "With Items", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "With Items" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "column_break_17", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldtype": "Column Break" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "default": "Prospecting", - "fetch_if_empty": 0, "fieldname": "sales_stage", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Sales Stage", - "length": 0, - "no_copy": 0, - "options": "Sales Stage", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "Sales Stage" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "default": "100", - "fetch_if_empty": 0, "fieldname": "probability", "fieldtype": "Percent", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Probability (%)", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Probability (%)" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "depends_on": "with_items", - "fetch_if_empty": 0, "fieldname": "items_section", "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Items", - "length": 0, - "no_copy": 0, "oldfieldtype": "Section Break", - "options": "fa fa-shopping-cart", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "fa fa-shopping-cart" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "description": "", - "fetch_if_empty": 0, "fieldname": "items", "fieldtype": "Table", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Items", - "length": 0, - "no_copy": 0, "oldfieldname": "enquiry_details", "oldfieldtype": "Table", - "options": "Opportunity Item", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "Opportunity Item" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, "collapsible": 1, "collapsible_depends_on": "next_contact_by", - "columns": 0, "depends_on": "eval:doc.party_name", - "fetch_if_empty": 0, "fieldname": "contact_info", "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Contact Info", - "length": 0, - "no_copy": 0, - "options": "fa fa-bullhorn", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "fa fa-bullhorn" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "depends_on": "eval:doc.party_name", - "fetch_if_empty": 0, "fieldname": "customer_address", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Customer / Lead Address", - "length": 0, - "no_copy": 0, "options": "Address", - "permlevel": 0, - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "print_hide": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "address_display", "fieldtype": "Small Text", "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Address", - "length": 0, - "no_copy": 0, "oldfieldname": "address", "oldfieldtype": "Small Text", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "depends_on": "eval:", - "description": "", - "fetch_if_empty": 0, "fieldname": "territory", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Territory", - "length": 0, - "no_copy": 0, "options": "Territory", - "permlevel": 0, "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "search_index": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "depends_on": "eval:doc.opportunity_from=='Customer' && doc.party_name", - "description": "", - "fetch_if_empty": 0, "fieldname": "customer_group", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Customer Group", - "length": 0, - "no_copy": 0, "oldfieldname": "customer_group", "oldfieldtype": "Link", "options": "Customer Group", - "permlevel": 0, "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "search_index": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "column_break3", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldtype": "Column Break" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "depends_on": "eval:doc.party_name", - "fetch_if_empty": 0, "fieldname": "contact_person", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Contact Person", - "length": 0, - "no_copy": 0, "options": "Contact", - "permlevel": 0, - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "print_hide": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "depends_on": "eval:doc.opportunity_from=='Customer' && doc.party_name", - "fetch_if_empty": 0, "fieldname": "contact_display", "fieldtype": "Small Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, "in_global_search": 1, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Contact", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "depends_on": "eval:doc.party_name", - "fetch_if_empty": 0, "fieldname": "contact_email", "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Contact Email", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "depends_on": "eval:doc.party_name", - "fetch_if_empty": 0, "fieldname": "contact_mobile", "fieldtype": "Small Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Contact Mobile No", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, "collapsible": 1, - "collapsible_depends_on": "", - "columns": 0, - "fetch_if_empty": 0, "fieldname": "more_info", "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Source", - "length": 0, - "no_copy": 0, "oldfieldtype": "Section Break", - "options": "fa fa-file-text", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "fa fa-file-text" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "source", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Source", - "length": 0, - "no_copy": 0, "oldfieldname": "source", "oldfieldtype": "Select", - "options": "Lead Source", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "Lead Source" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "depends_on": "eval: doc.source==\"Campaign\"", "description": "Enter name of campaign if source of enquiry is campaign", - "fetch_if_empty": 0, "fieldname": "campaign", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Campaign", - "length": 0, - "no_copy": 0, "oldfieldname": "campaign", "oldfieldtype": "Link", - "options": "Campaign", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "Campaign" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "column_break1", "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, "oldfieldtype": "Column Break", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0, "width": "50%" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "company", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Company", - "length": 0, - "no_copy": 0, "oldfieldname": "company", "oldfieldtype": "Link", "options": "Company", - "permlevel": 0, "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, "remember_last_selected_value": 1, - "report_hide": 0, "reqd": 1, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "search_index": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "default": "Today", - "fetch_if_empty": 0, "fieldname": "transaction_date", "fieldtype": "Date", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Opportunity Date", - "length": 0, - "no_copy": 0, "oldfieldname": "transaction_date", "oldfieldtype": "Date", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0, "width": "50px" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "amended_from", "fieldtype": "Link", - "hidden": 0, "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Amended From", - "length": 0, "no_copy": 1, "oldfieldname": "amended_from", "oldfieldtype": "Data", "options": "Opportunity", - "permlevel": 0, "print_hide": 1, - "print_hide_if_no_value": 0, "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0, "width": "150px" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "lost_reasons", "fieldtype": "Table MultiSelect", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Lost Reasons", - "length": 0, - "no_copy": 0, "options": "Lost Reason Detail", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 + }, + { + "fieldname": "converted_by", + "fieldtype": "Link", + "label": "Converted By", + "options": "User" } ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, "icon": "fa fa-info-sign", "idx": 195, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2019-06-19 19:03:32.740910", + "modified": "2019-09-12 09:37:30.127901", "modified_by": "Administrator", "module": "CRM", "name": "Opportunity", "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, "create": 1, "delete": 1, "email": 1, - "export": 0, - "if_owner": 0, - "import": 0, - "permlevel": 0, "print": 1, "read": 1, "report": 1, "role": "Sales User", - "set_user_permissions": 0, "share": 1, - "submit": 0, "write": 1 }, { - "amend": 0, - "cancel": 0, "create": 1, "delete": 1, "email": 1, "export": 1, - "if_owner": 0, "import": 1, - "permlevel": 0, "print": 1, "read": 1, "report": 1, "role": "Sales Manager", - "set_user_permissions": 0, "share": 1, - "submit": 0, "write": 1 } ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, "search_fields": "status,transaction_date,party_name,opportunity_type,territory,company", "show_name_in_global_search": 1, "sort_field": "modified", "sort_order": "DESC", "timeline_field": "party_name", "title_field": "title", - "track_changes": 0, "track_seen": 1, "track_views": 1 } \ No newline at end of file diff --git a/erpnext/patches.txt b/erpnext/patches.txt index 7c1d8a034d..8b3da8e951 100644 --- a/erpnext/patches.txt +++ b/erpnext/patches.txt @@ -635,3 +635,4 @@ erpnext.patches.v12_0.remove_bank_remittance_custom_fields erpnext.patches.v12_0.generate_leave_ledger_entries erpnext.patches.v12_0.move_credit_limit_to_customer_credit_limit erpnext.patches.v12_0.add_variant_of_in_item_attribute_table +erpnext.patches.v12_0.create_default_energy_point_rules diff --git a/erpnext/patches/v12_0/create_default_energy_point_rules.py b/erpnext/patches/v12_0/create_default_energy_point_rules.py new file mode 100644 index 0000000000..88233b4cf7 --- /dev/null +++ b/erpnext/patches/v12_0/create_default_energy_point_rules.py @@ -0,0 +1,6 @@ +import frappe +from erpnext.setup.install import create_default_energy_point_rules + +def execute(): + frappe.reload_doc('social', 'doctype', 'energy_point_rule') + create_default_energy_point_rules() \ No newline at end of file diff --git a/erpnext/projects/doctype/task/task.json b/erpnext/projects/doctype/task/task.json index c5131c70d9..794d8161d2 100644 --- a/erpnext/projects/doctype/task/task.json +++ b/erpnext/projects/doctype/task/task.json @@ -1,381 +1,391 @@ { - "allow_import": 1, - "autoname": "TASK-.YYYY.-.#####", - "creation": "2013-01-29 19:25:50", - "doctype": "DocType", - "document_type": "Setup", - "field_order": [ - "subject", - "project", - "issue", - "type", - "is_group", - "column_break0", - "status", - "priority", - "task_weight", - "color", - "parent_task", - "sb_timeline", - "exp_start_date", - "expected_time", - "column_break_11", - "exp_end_date", - "progress", - "is_milestone", - "sb_details", - "description", - "sb_depends_on", - "depends_on", - "depends_on_tasks", - "sb_actual", - "act_start_date", - "actual_time", - "column_break_15", - "act_end_date", - "sb_costing", - "total_costing_amount", - "total_expense_claim", - "column_break_20", - "total_billing_amount", - "sb_more_info", - "review_date", - "closing_date", - "column_break_22", - "department", - "company", - "lft", - "rgt", - "old_parent" - ], - "fields": [ - { - "fieldname": "subject", - "fieldtype": "Data", - "in_global_search": 1, - "label": "Subject", - "reqd": 1, - "search_index": 1, - "in_standard_filter": 1 - }, - { - "bold": 1, - "fieldname": "project", - "fieldtype": "Link", - "in_global_search": 1, - "in_list_view": 1, - "in_standard_filter": 1, - "label": "Project", - "oldfieldname": "project", - "oldfieldtype": "Link", - "options": "Project", - "remember_last_selected_value": 1, - "search_index": 1 - }, - { - "fieldname": "issue", - "fieldtype": "Link", - "label": "Issue", - "options": "Issue" - }, - { - "fieldname": "type", - "fieldtype": "Link", - "label": "Type", - "options": "Task Type" - }, - { - "bold": 1, - "default": "0", - "fieldname": "is_group", - "fieldtype": "Check", - "in_list_view": 1, - "label": "Is Group" - }, - { - "fieldname": "column_break0", - "fieldtype": "Column Break", - "oldfieldtype": "Column Break", - "print_width": "50%", - "width": "50%" - }, - { - "bold": 1, - "fieldname": "status", - "fieldtype": "Select", - "in_list_view": 1, - "in_standard_filter": 1, - "label": "Status", - "no_copy": 1, - "oldfieldname": "status", - "oldfieldtype": "Select", - "options": "Open\nWorking\nPending Review\nOverdue\nCompleted\nCancelled" - }, - { - "fieldname": "priority", - "fieldtype": "Select", - "in_list_view": 1, - "in_standard_filter": 1, - "label": "Priority", - "oldfieldname": "priority", - "oldfieldtype": "Select", - "options": "Low\nMedium\nHigh\nUrgent", - "search_index": 1 - }, - { - "fieldname": "color", - "fieldtype": "Color", - "label": "Color" - }, - { - "bold": 1, - "fieldname": "parent_task", - "fieldtype": "Link", - "ignore_user_permissions": 1, - "label": "Parent Task", - "options": "Task", - "search_index": 1 - }, - { - "collapsible": 1, - "collapsible_depends_on": "eval:doc.__islocal", - "fieldname": "sb_timeline", - "fieldtype": "Section Break", - "label": "Timeline" - }, - { - "fieldname": "exp_start_date", - "fieldtype": "Date", - "label": "Expected Start Date", - "oldfieldname": "exp_start_date", - "oldfieldtype": "Date" - }, - { - "default": "0", - "fieldname": "expected_time", - "fieldtype": "Float", - "label": "Expected Time (in hours)", - "oldfieldname": "exp_total_hrs", - "oldfieldtype": "Data" - }, - { - "fetch_from": "type.weight", - "fieldname": "task_weight", - "fieldtype": "Float", - "label": "Weight" - }, - { - "fieldname": "column_break_11", - "fieldtype": "Column Break" - }, - { - "bold": 1, - "fieldname": "exp_end_date", - "fieldtype": "Date", - "label": "Expected End Date", - "oldfieldname": "exp_end_date", - "oldfieldtype": "Date", - "search_index": 1 - }, - { - "fieldname": "progress", - "fieldtype": "Percent", - "label": "% Progress" - }, - { - "fieldname": "is_milestone", - "fieldtype": "Check", - "in_list_view": 1, - "label": "Is Milestone" - }, - { - "fieldname": "sb_details", - "fieldtype": "Section Break", - "label": "Details", - "oldfieldtype": "Section Break" - }, - { - "fieldname": "description", - "fieldtype": "Text Editor", - "in_preview": 1, - "label": "Task Description", - "oldfieldname": "description", - "oldfieldtype": "Text Editor", - "print_width": "300px", - "width": "300px" - }, - { - "fieldname": "sb_depends_on", - "fieldtype": "Section Break", - "label": "Dependencies", - "oldfieldtype": "Section Break" - }, - { - "fieldname": "depends_on", - "fieldtype": "Table", - "label": "Dependent Tasks", - "options": "Task Depends On" - }, - { - "fieldname": "depends_on_tasks", - "fieldtype": "Code", - "hidden": 1, - "label": "Depends on Tasks", - "read_only": 1 - }, - { - "fieldname": "sb_actual", - "fieldtype": "Section Break", - "oldfieldtype": "Column Break", - "print_width": "50%", - "width": "50%" - }, - { - "fieldname": "act_start_date", - "fieldtype": "Date", - "label": "Actual Start Date (via Time Sheet)", - "oldfieldname": "act_start_date", - "oldfieldtype": "Date", - "read_only": 1 - }, - { - "fieldname": "actual_time", - "fieldtype": "Float", - "label": "Actual Time (in hours)", - "read_only": 1 - }, - { - "fieldname": "column_break_15", - "fieldtype": "Column Break" - }, - { - "fieldname": "act_end_date", - "fieldtype": "Date", - "label": "Actual End Date (via Time Sheet)", - "oldfieldname": "act_end_date", - "oldfieldtype": "Date", - "read_only": 1 - }, - { - "collapsible": 1, - "fieldname": "sb_costing", - "fieldtype": "Section Break", - "label": "Costing" - }, - { - "fieldname": "total_costing_amount", - "fieldtype": "Currency", - "label": "Total Costing Amount (via Time Sheet)", - "oldfieldname": "actual_budget", - "oldfieldtype": "Currency", - "options": "Company:company:default_currency", - "read_only": 1 - }, - { - "fieldname": "total_expense_claim", - "fieldtype": "Currency", - "label": "Total Expense Claim (via Expense Claim)", - "options": "Company:company:default_currency", - "read_only": 1 - }, - { - "fieldname": "column_break_20", - "fieldtype": "Column Break" - }, - { - "fieldname": "total_billing_amount", - "fieldtype": "Currency", - "label": "Total Billing Amount (via Time Sheet)", - "read_only": 1 - }, - { - "collapsible": 1, - "fieldname": "sb_more_info", - "fieldtype": "Section Break", - "label": "More Info" - }, - { - "depends_on": "eval:doc.status == \"Closed\" || doc.status == \"Pending Review\"", - "fieldname": "review_date", - "fieldtype": "Date", - "label": "Review Date", - "oldfieldname": "review_date", - "oldfieldtype": "Date" - }, - { - "depends_on": "eval:doc.status == \"Closed\"", - "fieldname": "closing_date", - "fieldtype": "Date", - "label": "Closing Date", - "oldfieldname": "closing_date", - "oldfieldtype": "Date" - }, - { - "fieldname": "column_break_22", - "fieldtype": "Column Break" - }, - { - "fieldname": "department", - "fieldtype": "Link", - "label": "Department", - "options": "Department" - }, - { - "fieldname": "company", - "fieldtype": "Link", - "label": "Company", - "options": "Company", - "remember_last_selected_value": 1 - }, - { - "fieldname": "lft", - "fieldtype": "Int", - "hidden": 1, - "label": "lft", - "read_only": 1 - }, - { - "fieldname": "rgt", - "fieldtype": "Int", - "hidden": 1, - "label": "rgt", - "read_only": 1 - }, - { - "fieldname": "old_parent", - "fieldtype": "Data", - "hidden": 1, - "ignore_user_permissions": 1, - "label": "Old Parent", - "read_only": 1 - } - ], - "icon": "fa fa-check", - "idx": 1, - "max_attachments": 5, - "modified": "2019-06-19 09:51:15.599416", - "modified_by": "Administrator", - "module": "Projects", - "name": "Task", - "owner": "Administrator", - "permissions": [ - { - "create": 1, - "delete": 1, - "email": 1, - "print": 1, - "read": 1, - "report": 1, - "role": "Projects User", - "share": 1, - "write": 1 - } - ], - "search_fields": "subject", - "show_name_in_global_search": 1, - "show_preview_popup": 1, - "sort_order": "DESC", - "timeline_field": "project", - "title_field": "subject", - "track_seen": 1 - } \ No newline at end of file + "allow_import": 1, + "autoname": "TASK-.YYYY.-.#####", + "creation": "2013-01-29 19:25:50", + "doctype": "DocType", + "document_type": "Setup", + "engine": "InnoDB", + "field_order": [ + "subject", + "project", + "issue", + "type", + "is_group", + "column_break0", + "status", + "priority", + "task_weight", + "completed_by", + "color", + "parent_task", + "sb_timeline", + "exp_start_date", + "expected_time", + "column_break_11", + "exp_end_date", + "progress", + "is_milestone", + "sb_details", + "description", + "sb_depends_on", + "depends_on", + "depends_on_tasks", + "sb_actual", + "act_start_date", + "actual_time", + "column_break_15", + "act_end_date", + "sb_costing", + "total_costing_amount", + "total_expense_claim", + "column_break_20", + "total_billing_amount", + "sb_more_info", + "review_date", + "closing_date", + "column_break_22", + "department", + "company", + "lft", + "rgt", + "old_parent" + ], + "fields": [ + { + "fieldname": "subject", + "fieldtype": "Data", + "in_global_search": 1, + "in_standard_filter": 1, + "label": "Subject", + "reqd": 1, + "search_index": 1 + }, + { + "bold": 1, + "fieldname": "project", + "fieldtype": "Link", + "in_global_search": 1, + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Project", + "oldfieldname": "project", + "oldfieldtype": "Link", + "options": "Project", + "remember_last_selected_value": 1, + "search_index": 1 + }, + { + "fieldname": "issue", + "fieldtype": "Link", + "label": "Issue", + "options": "Issue" + }, + { + "fieldname": "type", + "fieldtype": "Link", + "label": "Type", + "options": "Task Type" + }, + { + "bold": 1, + "default": "0", + "fieldname": "is_group", + "fieldtype": "Check", + "in_list_view": 1, + "label": "Is Group" + }, + { + "fieldname": "column_break0", + "fieldtype": "Column Break", + "oldfieldtype": "Column Break", + "print_width": "50%", + "width": "50%" + }, + { + "bold": 1, + "fieldname": "status", + "fieldtype": "Select", + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Status", + "no_copy": 1, + "oldfieldname": "status", + "oldfieldtype": "Select", + "options": "Open\nWorking\nPending Review\nOverdue\nCompleted\nCancelled" + }, + { + "fieldname": "priority", + "fieldtype": "Select", + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Priority", + "oldfieldname": "priority", + "oldfieldtype": "Select", + "options": "Low\nMedium\nHigh\nUrgent", + "search_index": 1 + }, + { + "fieldname": "color", + "fieldtype": "Color", + "label": "Color" + }, + { + "bold": 1, + "fieldname": "parent_task", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "label": "Parent Task", + "options": "Task", + "search_index": 1 + }, + { + "collapsible": 1, + "collapsible_depends_on": "eval:doc.__islocal", + "fieldname": "sb_timeline", + "fieldtype": "Section Break", + "label": "Timeline" + }, + { + "fieldname": "exp_start_date", + "fieldtype": "Date", + "label": "Expected Start Date", + "oldfieldname": "exp_start_date", + "oldfieldtype": "Date" + }, + { + "default": "0", + "fieldname": "expected_time", + "fieldtype": "Float", + "label": "Expected Time (in hours)", + "oldfieldname": "exp_total_hrs", + "oldfieldtype": "Data" + }, + { + "fetch_from": "type.weight", + "fieldname": "task_weight", + "fieldtype": "Float", + "label": "Weight" + }, + { + "fieldname": "column_break_11", + "fieldtype": "Column Break" + }, + { + "bold": 1, + "fieldname": "exp_end_date", + "fieldtype": "Date", + "label": "Expected End Date", + "oldfieldname": "exp_end_date", + "oldfieldtype": "Date", + "search_index": 1 + }, + { + "fieldname": "progress", + "fieldtype": "Percent", + "label": "% Progress" + }, + { + "default": "0", + "fieldname": "is_milestone", + "fieldtype": "Check", + "in_list_view": 1, + "label": "Is Milestone" + }, + { + "fieldname": "sb_details", + "fieldtype": "Section Break", + "label": "Details", + "oldfieldtype": "Section Break" + }, + { + "fieldname": "description", + "fieldtype": "Text Editor", + "in_preview": 1, + "label": "Task Description", + "oldfieldname": "description", + "oldfieldtype": "Text Editor", + "print_width": "300px", + "width": "300px" + }, + { + "fieldname": "sb_depends_on", + "fieldtype": "Section Break", + "label": "Dependencies", + "oldfieldtype": "Section Break" + }, + { + "fieldname": "depends_on", + "fieldtype": "Table", + "label": "Dependent Tasks", + "options": "Task Depends On" + }, + { + "fieldname": "depends_on_tasks", + "fieldtype": "Code", + "hidden": 1, + "label": "Depends on Tasks", + "read_only": 1 + }, + { + "fieldname": "sb_actual", + "fieldtype": "Section Break", + "oldfieldtype": "Column Break", + "print_width": "50%", + "width": "50%" + }, + { + "fieldname": "act_start_date", + "fieldtype": "Date", + "label": "Actual Start Date (via Time Sheet)", + "oldfieldname": "act_start_date", + "oldfieldtype": "Date", + "read_only": 1 + }, + { + "fieldname": "actual_time", + "fieldtype": "Float", + "label": "Actual Time (in hours)", + "read_only": 1 + }, + { + "fieldname": "column_break_15", + "fieldtype": "Column Break" + }, + { + "fieldname": "act_end_date", + "fieldtype": "Date", + "label": "Actual End Date (via Time Sheet)", + "oldfieldname": "act_end_date", + "oldfieldtype": "Date", + "read_only": 1 + }, + { + "collapsible": 1, + "fieldname": "sb_costing", + "fieldtype": "Section Break", + "label": "Costing" + }, + { + "fieldname": "total_costing_amount", + "fieldtype": "Currency", + "label": "Total Costing Amount (via Time Sheet)", + "oldfieldname": "actual_budget", + "oldfieldtype": "Currency", + "options": "Company:company:default_currency", + "read_only": 1 + }, + { + "fieldname": "total_expense_claim", + "fieldtype": "Currency", + "label": "Total Expense Claim (via Expense Claim)", + "options": "Company:company:default_currency", + "read_only": 1 + }, + { + "fieldname": "column_break_20", + "fieldtype": "Column Break" + }, + { + "fieldname": "total_billing_amount", + "fieldtype": "Currency", + "label": "Total Billing Amount (via Time Sheet)", + "read_only": 1 + }, + { + "collapsible": 1, + "fieldname": "sb_more_info", + "fieldtype": "Section Break", + "label": "More Info" + }, + { + "depends_on": "eval:doc.status == \"Closed\" || doc.status == \"Pending Review\"", + "fieldname": "review_date", + "fieldtype": "Date", + "label": "Review Date", + "oldfieldname": "review_date", + "oldfieldtype": "Date" + }, + { + "depends_on": "eval:doc.status == \"Closed\"", + "fieldname": "closing_date", + "fieldtype": "Date", + "label": "Closing Date", + "oldfieldname": "closing_date", + "oldfieldtype": "Date" + }, + { + "fieldname": "column_break_22", + "fieldtype": "Column Break" + }, + { + "fieldname": "department", + "fieldtype": "Link", + "label": "Department", + "options": "Department" + }, + { + "fieldname": "company", + "fieldtype": "Link", + "label": "Company", + "options": "Company", + "remember_last_selected_value": 1 + }, + { + "fieldname": "lft", + "fieldtype": "Int", + "hidden": 1, + "label": "lft", + "read_only": 1 + }, + { + "fieldname": "rgt", + "fieldtype": "Int", + "hidden": 1, + "label": "rgt", + "read_only": 1 + }, + { + "fieldname": "old_parent", + "fieldtype": "Data", + "hidden": 1, + "ignore_user_permissions": 1, + "label": "Old Parent", + "read_only": 1 + }, + { + "fieldname": "completed_by", + "fieldtype": "Link", + "label": "Completed By", + "options": "User" + } + ], + "icon": "fa fa-check", + "idx": 1, + "max_attachments": 5, + "modified": "2019-09-10 13:46:24.631754", + "modified_by": "Administrator", + "module": "Projects", + "name": "Task", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Projects User", + "share": 1, + "write": 1 + } + ], + "search_fields": "subject", + "show_name_in_global_search": 1, + "show_preview_popup": 1, + "sort_field": "modified", + "sort_order": "DESC", + "timeline_field": "project", + "title_field": "subject", + "track_seen": 1 +} \ No newline at end of file diff --git a/erpnext/setup/default_energy_point_rules.py b/erpnext/setup/default_energy_point_rules.py new file mode 100644 index 0000000000..94f5aa488d --- /dev/null +++ b/erpnext/setup/default_energy_point_rules.py @@ -0,0 +1,58 @@ +from __future__ import unicode_literals +from frappe import _ + +doctype_rule_map = { + 'Item': { + 'points': 5, + 'for_doc_event': 'New' + }, + 'Customer': { + 'points': 5, + 'for_doc_event': 'New' + }, + 'Supplier': { + 'points': 5, + 'for_doc_event': 'New' + }, + 'Lead': { + 'points': 2, + 'for_doc_event': 'New' + }, + 'Opportunity': { + 'points': 10, + 'for_doc_event': 'Custom', + 'condition': 'doc.status=="Converted"', + 'rule_name': _('On Converting Opportunity'), + 'user_field': 'converted_by' + }, + 'Sales Order': { + 'points': 10, + 'for_doc_event': 'Submit', + 'rule_name': _('On Sales Order Submission'), + 'user_field': 'modified_by' + }, + 'Purchase Order': { + 'points': 10, + 'for_doc_event': 'Submit', + 'rule_name': _('On Purchase Order Submission'), + 'user_field': 'modified_by' + }, + 'Task': { + 'points': 5, + 'condition': 'doc.status == "Completed"', + 'rule_name': _('On Task Completion'), + 'user_field': 'completed_by' + } +} + +def get_default_energy_point_rules(): + return [{ + 'doctype': 'Energy Point Rule', + 'reference_doctype': doctype, + 'for_doc_event': rule.get('for_doc_event') or 'Custom', + 'condition': rule.get('condition'), + 'rule_name': rule.get('rule_name') or _('On {0} Creation').format(doctype), + 'points': rule.get('points'), + 'user_field': rule.get('user_field') or 'owner' + } for doctype, rule in doctype_rule_map.items()] + diff --git a/erpnext/setup/default_success_action.py b/erpnext/setup/default_success_action.py index 6c2a97a89c..b8b09cbc53 100644 --- a/erpnext/setup/default_success_action.py +++ b/erpnext/setup/default_success_action.py @@ -2,26 +2,26 @@ from __future__ import unicode_literals from frappe import _ doctype_list = [ - 'Purchase Receipt', - 'Purchase Invoice', - 'Quotation', - 'Sales Order', - 'Delivery Note', - 'Sales Invoice' + 'Purchase Receipt', + 'Purchase Invoice', + 'Quotation', + 'Sales Order', + 'Delivery Note', + 'Sales Invoice' ] def get_message(doctype): - return _("{0} has been submitted successfully".format(_(doctype))) + return _("{0} has been submitted successfully").format(_(doctype)) def get_first_success_message(doctype): - return _("{0} has been submitted successfully".format(_(doctype))) + return get_message(doctype) def get_default_success_action(): - return [{ - 'doctype': 'Success Action', - 'ref_doctype': doctype, - 'message': get_message(doctype), - 'first_success_message': get_first_success_message(doctype), - 'next_actions': 'new\nprint\nemail' - } for doctype in doctype_list] + return [{ + 'doctype': 'Success Action', + 'ref_doctype': doctype, + 'message': get_message(doctype), + 'first_success_message': get_first_success_message(doctype), + 'next_actions': 'new\nprint\nemail' + } for doctype in doctype_list] diff --git a/erpnext/setup/install.py b/erpnext/setup/install.py index 5e85f7d526..e666a41f30 100644 --- a/erpnext/setup/install.py +++ b/erpnext/setup/install.py @@ -9,6 +9,7 @@ from .default_success_action import get_default_success_action from frappe import _ from frappe.desk.page.setup_wizard.setup_wizard import add_all_roles_to from frappe.custom.doctype.custom_field.custom_field import create_custom_field +from erpnext.setup.default_energy_point_rules import get_default_energy_point_rules default_mail_footer = """
Sent via ERPNext
""" @@ -22,6 +23,7 @@ def after_install(): add_all_roles_to("Administrator") create_default_cash_flow_mapper_templates() create_default_success_action() + create_default_energy_point_rules() add_company_to_session_defaults() frappe.db.commit() @@ -86,6 +88,17 @@ def create_default_success_action(): doc = frappe.get_doc(success_action) doc.insert(ignore_permissions=True) +def create_default_energy_point_rules(): + + for rule in get_default_energy_point_rules(): + # check if any rule for ref. doctype exists + rule_exists = frappe.db.exists('Energy Point Rule', { + 'reference_doctype': rule.get('reference_doctype') + }) + if rule_exists: continue + doc = frappe.get_doc(rule) + doc.insert(ignore_permissions=True) + def add_company_to_session_defaults(): settings = frappe.get_single("Session Default Settings") settings.append("session_defaults", {