Merge branch 'master' of github.com:webnotes/erpnext into handlerupdate
This commit is contained in:
Rushabh Mehta
commit
741780767d
@ -106,8 +106,8 @@ class DocType(TransactionBase):
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def get_debit_to(self):
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acc_head = self.get_customer_account()
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if acc_head:
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return { 'debit_to' : acc_head }
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return acc_head and {'debit_to' : acc_head} or {}
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# Set Due Date = Posting Date + Credit Days
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@ -146,8 +146,7 @@ class DocType(TransactionBase):
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self.get_income_account('entries')
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ret = self.get_debit_to()
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if ret.has_key('debit_to'):
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self.doc.debit_to = ret['debit_to']
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self.doc.debit_to = ret.get('debit_to')
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# onload pull income account
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# --------------------------
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@ -8,11 +8,11 @@
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU General Public License for more details.
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#
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# You should have received a copy of the GNU General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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# Please edit this list and import only required elements
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import webnotes
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@ -35,305 +35,313 @@ convert_to_lists = webnotes.conn.convert_to_lists
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from utilities.transaction_base import TransactionBase
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class DocType(TransactionBase):
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def __init__(self,doc,doclist=[]):
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self.doc = doc
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self.doclist = doclist
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self.fname = 'enq_details'
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self.tname = 'Enquiry Detail'
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def __init__(self,doc,doclist=[]):
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self.doc = doc
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self.doclist = doclist
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self.fname = 'enq_details'
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self.tname = 'Enquiry Detail'
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# Autoname
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# ====================================================================================================================
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def autoname(self):
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self.doc.name = make_autoname(self.doc.naming_series+'.####')
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# Autoname
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# ====================================================================================================================
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def autoname(self):
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self.doc.name = make_autoname(self.doc.naming_series+'.####')
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#--------Get customer address-------
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# ====================================================================================================================
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def get_cust_address(self,name):
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details = sql("select customer_name, address, territory, customer_group from `tabCustomer` where name = '%s' and docstatus != 2" %(name), as_dict = 1)
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if details:
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ret = {
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'customer_name': details and details[0]['customer_name'] or '',
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'address' : details and details[0]['address'] or '',
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'territory' : details and details[0]['territory'] or '',
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'customer_group' : details and details[0]['customer_group'] or ''
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}
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# ********** get primary contact details (this is done separately coz. , in case there is no primary contact thn it would not be able to fetch customer details in case of join query)
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#--------Get customer address-------
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# ====================================================================================================================
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def get_cust_address(self,name):
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details = sql("select customer_name, address, territory, customer_group from `tabCustomer` where name = '%s' and docstatus != 2" %(name), as_dict = 1)
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if details:
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ret = {
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'customer_name': details and details[0]['customer_name'] or '',
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'address' : details and details[0]['address'] or '',
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'territory' : details and details[0]['territory'] or '',
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'customer_group' : details and details[0]['customer_group'] or ''
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}
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# ********** get primary contact details (this is done separately coz. , in case there is no primary contact thn it would not be able to fetch customer details in case of join query)
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contact_det = sql("select contact_name, contact_no, email_id from `tabContact` where customer = '%s' and is_customer = 1 and is_primary_contact = 'Yes' and docstatus != 2" %(name), as_dict = 1)
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contact_det = sql("select contact_name, contact_no, email_id from `tabContact` where customer = '%s' and is_customer = 1 and is_primary_contact = 'Yes' and docstatus != 2" %(name), as_dict = 1)
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ret['contact_person'] = contact_det and contact_det[0]['contact_name'] or ''
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ret['contact_no'] = contact_det and contact_det[0]['contact_no'] or ''
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ret['email_id'] = contact_det and contact_det[0]['email_id'] or ''
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return ret
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else:
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msgprint("Customer : %s does not exist in system." % (name))
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raise Exception
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ret['contact_person'] = contact_det and contact_det[0]['contact_name'] or ''
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ret['contact_no'] = contact_det and contact_det[0]['contact_no'] or ''
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ret['email_id'] = contact_det and contact_det[0]['email_id'] or ''
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return ret
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else:
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msgprint("Customer : %s does not exist in system." % (name))
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raise Exception
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# ====================================================================================================================
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def get_contact_details(self, arg):
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arg = eval(arg)
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contact = sql("select contact_no, email_id from `tabContact` where contact_name = '%s' and customer_name = '%s'" %(arg['contact_person'],arg['customer']), as_dict = 1)
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ret = {
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'contact_no' : contact and contact[0]['contact_no'] or '',
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'email_id' : contact and contact[0]['email_id'] or ''
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}
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return ret
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# ====================================================================================================================
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def on_update(self):
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# Add to calendar
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#if self.doc.contact_date and self.doc.last_contact_date != self.doc.contact_date:
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if self.doc.contact_date and self.doc.contact_date_ref != self.doc.contact_date:
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if self.doc.contact_by:
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self.add_calendar_event()
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set(self.doc, 'contact_date_ref',self.doc.contact_date)
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set(self.doc, 'status', 'Draft')
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# Add to Calendar
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# ====================================================================================================================
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def add_calendar_event(self):
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desc=''
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user_lst =[]
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if self.doc.customer:
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if self.doc.contact_person:
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desc = 'Contact '+cstr(self.doc.contact_person)
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else:
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desc = 'Contact customer '+cstr(self.doc.customer)
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elif self.doc.lead:
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if self.doc.lead_name:
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desc = 'Contact '+cstr(self.doc.lead_name)
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else:
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desc = 'Contact lead '+cstr(self.doc.lead)
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desc = desc+ '. By : ' + cstr(self.doc.contact_by)
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if self.doc.to_discuss:
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desc = desc+' To Discuss : ' + cstr(self.doc.to_discuss)
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ev = Document('Event')
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ev.description = desc
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ev.event_date = self.doc.contact_date
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ev.event_hour = '10:00'
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ev.event_type = 'Private'
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ev.ref_type = 'Enquiry'
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ev.ref_name = self.doc.name
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ev.save(1)
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user_lst.append(self.doc.owner)
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chk = sql("select t1.name from `tabProfile` t1, `tabSales Person` t2 where t2.email_id = t1.name and t2.name=%s",self.doc.contact_by)
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if chk:
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user_lst.append(chk[0][0])
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for d in user_lst:
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ch = addchild(ev, 'event_individuals', 'Event User', 0)
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ch.person = d
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ch.save(1)
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# ====================================================================================================================
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def get_contact_details(self, arg):
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arg = eval(arg)
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contact = sql("select contact_no, email_id from `tabContact` where contact_name = '%s' and customer_name = '%s'" %(arg['contact_person'],arg['customer']), as_dict = 1)
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ret = {
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'contact_no' : contact and contact[0]['contact_no'] or '',
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'email_id' : contact and contact[0]['email_id'] or ''
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}
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return ret
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# ====================================================================================================================
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def on_update(self):
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# Add to calendar
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#if self.doc.contact_date and self.doc.last_contact_date != self.doc.contact_date:
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if self.doc.contact_date and self.doc.contact_date_ref != self.doc.contact_date:
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if self.doc.contact_by:
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self.add_calendar_event()
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set(self.doc, 'contact_date_ref',self.doc.contact_date)
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set(self.doc, 'status', 'Draft')
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# Add to Calendar
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# ====================================================================================================================
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def add_calendar_event(self):
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desc=''
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user_lst =[]
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if self.doc.customer:
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if self.doc.contact_person:
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desc = 'Contact '+cstr(self.doc.contact_person)
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else:
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desc = 'Contact customer '+cstr(self.doc.customer)
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elif self.doc.lead:
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if self.doc.lead_name:
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desc = 'Contact '+cstr(self.doc.lead_name)
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else:
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desc = 'Contact lead '+cstr(self.doc.lead)
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desc = desc+ '. By : ' + cstr(self.doc.contact_by)
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if self.doc.to_discuss:
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desc = desc+' To Discuss : ' + cstr(self.doc.to_discuss)
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ev = Document('Event')
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ev.description = desc
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ev.event_date = self.doc.contact_date
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ev.event_hour = '10:00'
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ev.event_type = 'Private'
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ev.ref_type = 'Enquiry'
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ev.ref_name = self.doc.name
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ev.save(1)
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user_lst.append(self.doc.owner)
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chk = sql("select t1.name from `tabProfile` t1, `tabSales Person` t2 where t2.email_id = t1.name and t2.name=%s",self.doc.contact_by)
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if chk:
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user_lst.append(chk[0][0])
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for d in user_lst:
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ch = addchild(ev, 'event_individuals', 'Event User', 0)
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ch.person = d
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ch.save(1)
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#--------------Validation For Last Contact Date-----------------
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# ====================================================================================================================
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def set_last_contact_date(self):
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if self.doc.contact_date_ref and self.doc.contact_date_ref != self.doc.contact_date:
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if getdate(self.doc.contact_date_ref) < getdate(self.doc.contact_date):
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self.doc.last_contact_date=self.doc.contact_date_ref
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else:
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msgprint("Contact Date Cannot be before Last Contact Date")
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raise Exception
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# check if item present in item table
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# ====================================================================================================================
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def validate_item_details(self):
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if not getlist(self.doclist, 'enquiry_details'):
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msgprint("Please select items for which enquiry needs to be made")
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raise Exception
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#check if enquiry date in the range of fiscal year selected
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#=====================================================
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def validate_fiscal_year(self):
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fy=sql("select year_start_date from `tabFiscal Year` where name='%s'"%self.doc.fiscal_year)
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ysd=fy and fy[0][0] or ""
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yed=add_days(str(ysd),365)
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if str(self.doc.transaction_date) < str(ysd) or str(self.doc.transaction_date) > str(yed):
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msgprint("Enquiry Date is not within the Fiscal Year selected")
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raise Exception
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def validate(self):
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self.validate_fiscal_year()
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self.set_last_contact_date()
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self.validate_item_details()
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# On Submit Functions
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# ====================================================================================================================
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def on_submit(self):
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set(self.doc, 'status', 'Submitted')
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# ====================================================================================================================
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def on_cancel(self):
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chk = sql("select t1.name from `tabQuotation` t1, `tabQuotation Detail` t2 where t2.parent = t1.name and t1.docstatus=1 and (t1.status!='Order Lost' and t1.status!='Cancelled') and t2.prevdoc_docname = %s",self.doc.name)
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if chk:
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msgprint("Quotation No. "+cstr(chk[0][0])+" is submitted against this Enquiry. Thus can not be cancelled.")
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raise Exception
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else:
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set(self.doc, 'status', 'Cancelled')
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# declare as enquiry lost
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#---------------------------
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def declare_enquiry_lost(self,arg):
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chk = sql("select t1.name from `tabQuotation` t1, `tabQuotation Detail` t2 where t2.parent = t1.name and t1.docstatus=1 and (t1.status!='Order Lost' and t1.status!='Cancelled') and t2.prevdoc_docname = %s",self.doc.name)
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if chk:
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msgprint("Quotation No. "+cstr(chk[0][0])+" is submitted against this Enquiry. Thus 'Enquiry Lost' can not be declared against it.")
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raise Exception
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else:
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set(self.doc, 'status', 'Enquiry Lost')
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set(self.doc, 'order_lost_reason', arg)
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return 'true'
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# ====================================================================================================================
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def update_follow_up(self):
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sql("delete from `tabFollow up` where parent = '%s'"%self.doc.name);
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for d in getlist(self.doclist, 'follow_up'):
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d.save()
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self.doc.save()
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# On Send Email
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# ====================================================================================================================
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#def send_emails(self,email,sender,subject,message):
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# if email:
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# sendmail(email,sender,subject=subject or 'Enquiry',parts=[['text/plain',message or self.get_enq_summary()]])
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#--------------Validation For Last Contact Date-----------------
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# ====================================================================================================================
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def set_last_contact_date(self):
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if self.doc.contact_date_ref and self.doc.contact_date_ref != self.doc.contact_date:
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if getdate(self.doc.contact_date_ref) < getdate(self.doc.contact_date):
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self.doc.last_contact_date=self.doc.contact_date_ref
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else:
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msgprint("Contact Date Cannot be before Last Contact Date")
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raise Exception
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# check if item present in item table
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# ====================================================================================================================
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def validate_item_details(self):
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if not getlist(self.doclist, 'enquiry_details'):
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msgprint("Please select items for which enquiry needs to be made")
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raise Exception
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#check if enquiry date in the range of fiscal year selected
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#=====================================================
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def validate_fiscal_year(self):
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fy=sql("select year_start_date from `tabFiscal Year` where name='%s'"%self.doc.fiscal_year)
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ysd=fy and fy[0][0] or ""
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yed=add_days(str(ysd),365)
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if str(self.doc.transaction_date) < str(ysd) or str(self.doc.transaction_date) > str(yed):
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msgprint("Enquiry Date is not within the Fiscal Year selected")
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raise Exception
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# Prepare HTML Table and Enter Enquiry Details in it, which will be added in enq summary
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# ====================================================================================================================
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def quote_table(self):
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if getlist(self.doclist,'enq_details'):
|
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header_lbl = ['Item Code','Item Name','Description','Reqd Qty','UOM']
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item_tbl = '''<table style="width:90%%; border:1px solid #AAA; border-collapse:collapse"><tr>'''
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for i in header_lbl:
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item_header = '''<td style="width=20%%; border:1px solid #AAA; border-collapse:collapse;"><b>%s</b></td>''' % i
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item_tbl += item_header
|
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item_tbl += '''</tr>'''
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|
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for d in getlist(self.doclist,'enq_details'):
|
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item_det = '''
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<tr><td style="width:20%%; border:1px solid #AAA; border-collpase:collapse">%s</td>
|
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<td style="width:20%%; border:1px solid #AAA; border-collapse:collpase">%s</td>
|
||||
<td style="width:20%%; border:1px solid #AAA; border-collapse:collpase">%s</td>
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||||
<td style="width:20%%; border:1px solid #AAA; border-collapse:collpase">%s</td>
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<td style="width:20%%; border:1px solid #AAA; border-collapse:collpase">%s</td></tr>
|
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''' % (d.item_code,d.item_name,d.description,d.reqd_qty,d.uom)
|
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item_tbl += item_det
|
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item_tbl += '''</table>'''
|
||||
return item_tbl
|
||||
|
||||
# Prepare HTML Page containing summary of Enquiry, which will be sent as message in E-mail
|
||||
# ====================================================================================================================
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def get_enq_summary(self):
|
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def validate_lead_cust(self):
|
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if self.doc.enquiry_from == 'Lead' and not self.doc.lead:
|
||||
msgprint("Lead Id is mandatory if 'Enquiry From' is selected as Lead", raise_exception=1)
|
||||
elif self.doc.enquiry_from == 'Customer' and not self.doc.customer:
|
||||
msgprint("Customer is mandatory if 'Enquiry From' is selected as Customer", raise_exception=1)
|
||||
|
||||
t = """
|
||||
<html><head></head>
|
||||
<body>
|
||||
<div style="border:1px solid #AAA; padding:20px; width:100%%">
|
||||
<div style="text-align:center;font-size:14px"><b>Request For Quotation</b><br></div>
|
||||
<div style="text-align:center;font-size:12px"> %(from_company)s</div>
|
||||
<div style="text-align:center; font-size:10px"> %(company_address)s</div>
|
||||
<div style="border-bottom:1px solid #AAA; padding:10px"></div>
|
||||
|
||||
<div style="padding-top:10px"><b>Quotation Details</b></div>
|
||||
<div><table style="width:100%%">
|
||||
<tr><td style="width:40%%">Enquiry No:</td> <td style="width:60%%"> %(name)s</td></tr>
|
||||
<tr><td style="width:40%%">Opening Date:</td> <td style="width:60%%"> %(transaction_date)s</td></tr>
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||||
<tr><td style="width:40%%">Expected By Date:</td> <td style="width:60%%"> %(expected_date)s</td></tr>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<div style="padding-top:10px"><b>Terms and Conditions</b></div>
|
||||
<div> %(terms_and_conditions)s</div>
|
||||
|
||||
<div style="padding-top:10px"><b>Contact Details</b></div>
|
||||
<div><table style="width:100%%">
|
||||
<tr><td style="width=40%%">Contact Person:</td><td style="width:60%%"> %(contact_person)s</td></tr>
|
||||
<tr><td style="width=40%%">Contact No:</td><td style="width:60%%"> %(contact_no)s</td></tr>
|
||||
<tr><td style="width=40%%">Email:</td><td style="width:60%%"> %(email)s</td></tr>
|
||||
</table></div>
|
||||
""" % (self.doc.fields)
|
||||
|
||||
t += """<br><div><b>Quotation Items</b><br></div><div style="width:100%%">%s</div>
|
||||
<br>
|
||||
|
||||
def validate(self):
|
||||
self.validate_fiscal_year()
|
||||
self.set_last_contact_date()
|
||||
self.validate_item_details()
|
||||
self.validate_lead_cust()
|
||||
|
||||
# On Submit Functions
|
||||
# ====================================================================================================================
|
||||
def on_submit(self):
|
||||
set(self.doc, 'status', 'Submitted')
|
||||
|
||||
# ====================================================================================================================
|
||||
def on_cancel(self):
|
||||
chk = sql("select t1.name from `tabQuotation` t1, `tabQuotation Detail` t2 where t2.parent = t1.name and t1.docstatus=1 and (t1.status!='Order Lost' and t1.status!='Cancelled') and t2.prevdoc_docname = %s",self.doc.name)
|
||||
if chk:
|
||||
msgprint("Quotation No. "+cstr(chk[0][0])+" is submitted against this Enquiry. Thus can not be cancelled.")
|
||||
raise Exception
|
||||
else:
|
||||
set(self.doc, 'status', 'Cancelled')
|
||||
|
||||
# declare as enquiry lost
|
||||
#---------------------------
|
||||
def declare_enquiry_lost(self,arg):
|
||||
chk = sql("select t1.name from `tabQuotation` t1, `tabQuotation Detail` t2 where t2.parent = t1.name and t1.docstatus=1 and (t1.status!='Order Lost' and t1.status!='Cancelled') and t2.prevdoc_docname = %s",self.doc.name)
|
||||
if chk:
|
||||
msgprint("Quotation No. "+cstr(chk[0][0])+" is submitted against this Enquiry. Thus 'Enquiry Lost' can not be declared against it.")
|
||||
raise Exception
|
||||
else:
|
||||
set(self.doc, 'status', 'Enquiry Lost')
|
||||
set(self.doc, 'order_lost_reason', arg)
|
||||
return 'true'
|
||||
|
||||
# ====================================================================================================================
|
||||
def update_follow_up(self):
|
||||
|
||||
sql("delete from `tabFollow up` where parent = '%s'"%self.doc.name);
|
||||
for d in getlist(self.doclist, 'follow_up'):
|
||||
d.save()
|
||||
self.doc.save()
|
||||
|
||||
|
||||
# On Send Email
|
||||
# ====================================================================================================================
|
||||
#def send_emails(self,email,sender,subject,message):
|
||||
# if email:
|
||||
# sendmail(email,sender,subject=subject or 'Enquiry',parts=[['text/plain',message or self.get_enq_summary()]])
|
||||
|
||||
# Prepare HTML Table and Enter Enquiry Details in it, which will be added in enq summary
|
||||
# ====================================================================================================================
|
||||
def quote_table(self):
|
||||
if getlist(self.doclist,'enq_details'):
|
||||
header_lbl = ['Item Code','Item Name','Description','Reqd Qty','UOM']
|
||||
item_tbl = '''<table style="width:90%%; border:1px solid #AAA; border-collapse:collapse"><tr>'''
|
||||
for i in header_lbl:
|
||||
item_header = '''<td style="width=20%%; border:1px solid #AAA; border-collapse:collapse;"><b>%s</b></td>''' % i
|
||||
item_tbl += item_header
|
||||
item_tbl += '''</tr>'''
|
||||
|
||||
for d in getlist(self.doclist,'enq_details'):
|
||||
item_det = '''
|
||||
<tr><td style="width:20%%; border:1px solid #AAA; border-collpase:collapse">%s</td>
|
||||
<td style="width:20%%; border:1px solid #AAA; border-collapse:collpase">%s</td>
|
||||
<td style="width:20%%; border:1px solid #AAA; border-collapse:collpase">%s</td>
|
||||
<td style="width:20%%; border:1px solid #AAA; border-collapse:collpase">%s</td>
|
||||
<td style="width:20%%; border:1px solid #AAA; border-collapse:collpase">%s</td></tr>
|
||||
''' % (d.item_code,d.item_name,d.description,d.reqd_qty,d.uom)
|
||||
item_tbl += item_det
|
||||
item_tbl += '''</table>'''
|
||||
return item_tbl
|
||||
|
||||
# Prepare HTML Page containing summary of Enquiry, which will be sent as message in E-mail
|
||||
# ====================================================================================================================
|
||||
def get_enq_summary(self):
|
||||
|
||||
t = """
|
||||
<html><head></head>
|
||||
<body>
|
||||
<div style="border:1px solid #AAA; padding:20px; width:100%%">
|
||||
<div style="text-align:center;font-size:14px"><b>Request For Quotation</b><br></div>
|
||||
<div style="text-align:center;font-size:12px"> %(from_company)s</div>
|
||||
<div style="text-align:center; font-size:10px"> %(company_address)s</div>
|
||||
<div style="border-bottom:1px solid #AAA; padding:10px"></div>
|
||||
|
||||
<div style="padding-top:10px"><b>Quotation Details</b></div>
|
||||
<div><table style="width:100%%">
|
||||
<tr><td style="width:40%%">Enquiry No:</td> <td style="width:60%%"> %(name)s</td></tr>
|
||||
<tr><td style="width:40%%">Opening Date:</td> <td style="width:60%%"> %(transaction_date)s</td></tr>
|
||||
<tr><td style="width:40%%">Expected By Date:</td> <td style="width:60%%"> %(expected_date)s</td></tr>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<div style="padding-top:10px"><b>Terms and Conditions</b></div>
|
||||
<div> %(terms_and_conditions)s</div>
|
||||
|
||||
<div style="padding-top:10px"><b>Contact Details</b></div>
|
||||
<div><table style="width:100%%">
|
||||
<tr><td style="width=40%%">Contact Person:</td><td style="width:60%%"> %(contact_person)s</td></tr>
|
||||
<tr><td style="width=40%%">Contact No:</td><td style="width:60%%"> %(contact_no)s</td></tr>
|
||||
<tr><td style="width=40%%">Email:</td><td style="width:60%%"> %(email)s</td></tr>
|
||||
</table></div>
|
||||
""" % (self.doc.fields)
|
||||
|
||||
t += """<br><div><b>Quotation Items</b><br></div><div style="width:100%%">%s</div>
|
||||
<br>
|
||||
To login into the system, use link : <div><a href='http://67.205.111.118/v160/login.html' target='_blank'>http://67.205.111.118/v160/login.html</a></div><br><br>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
""" % (self.quote_table())
|
||||
return t
|
||||
|
||||
#-----------------Email--------------------------------------------
|
||||
# ====================================================================================================================
|
||||
def send_emails(self, email=[], subject='', message=''):
|
||||
if email:
|
||||
sender_email= sql("Select email from `tabProfile` where name='%s'"%session['user'])
|
||||
if sender_email and sender_email[0][0]:
|
||||
attach_list=[]
|
||||
for at in getlist(self.doclist,'enquiry_attachment_detail'):
|
||||
if at.select_file:
|
||||
attach_list.append(at.select_file)
|
||||
cc_list=[]
|
||||
if self.doc.cc_to:
|
||||
for cl in (self.doc.cc_to.split(',')):
|
||||
if not validate_email_add(cl.strip(' ')):
|
||||
msgprint('error:%s is not a valid email id' % cl.strip(' '))
|
||||
raise Exception
|
||||
cc_list.append(cl.strip(' '))
|
||||
sendmail(cc_list, sender=sender_email[0][0], subject=subject, parts=[['text/html', message]], attach=attach_list)
|
||||
sendmail(email, sender=sender_email[0][0], subject=subject, parts=[['text/html', message]], cc=cc_list, attach=attach_list)
|
||||
#sendmail(cc_list, sender = sender_email[0][0], subject = subject , parts = [['text/html', message]],attach=attach_list)
|
||||
msgprint("Mail has been sent")
|
||||
self.add_in_follow_up(message,'Email')
|
||||
else:
|
||||
msgprint("Please enter your mail id in Profile")
|
||||
raise Exception
|
||||
|
||||
#-------------------------Checking Sent Mails Details----------------------------------------------
|
||||
# ====================================================================================================================
|
||||
def sent_mail(self):
|
||||
if not self.doc.subject or not self.doc.message:
|
||||
msgprint("Please enter subject & message in their respective fields.")
|
||||
elif not self.doc.email_id1:
|
||||
msgprint("Recipient not specified. Please add email id in 'Send To'.")
|
||||
raise Exception
|
||||
else :
|
||||
if not validate_email_add(self.doc.email_id1.strip(' ')):
|
||||
msgprint('error:%s is not a valid email id' % self.doc.email_id1)
|
||||
else:
|
||||
self.send_emails([self.doc.email_id1.strip(' ')], subject = self.doc.subject ,message = self.doc.message)
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
""" % (self.quote_table())
|
||||
return t
|
||||
|
||||
#-----------------Email--------------------------------------------
|
||||
# ====================================================================================================================
|
||||
def send_emails(self, email=[], subject='', message=''):
|
||||
if email:
|
||||
sender_email= sql("Select email from `tabProfile` where name='%s'"%session['user'])
|
||||
if sender_email and sender_email[0][0]:
|
||||
attach_list=[]
|
||||
for at in getlist(self.doclist,'enquiry_attachment_detail'):
|
||||
if at.select_file:
|
||||
attach_list.append(at.select_file)
|
||||
cc_list=[]
|
||||
if self.doc.cc_to:
|
||||
for cl in (self.doc.cc_to.split(',')):
|
||||
if not validate_email_add(cl.strip(' ')):
|
||||
msgprint('error:%s is not a valid email id' % cl.strip(' '))
|
||||
raise Exception
|
||||
cc_list.append(cl.strip(' '))
|
||||
sendmail(cc_list, sender=sender_email[0][0], subject=subject, parts=[['text/html', message]], attach=attach_list)
|
||||
sendmail(email, sender=sender_email[0][0], subject=subject, parts=[['text/html', message]], cc=cc_list, attach=attach_list)
|
||||
#sendmail(cc_list, sender = sender_email[0][0], subject = subject , parts = [['text/html', message]],attach=attach_list)
|
||||
msgprint("Mail has been sent")
|
||||
self.add_in_follow_up(message,'Email')
|
||||
else:
|
||||
msgprint("Please enter your mail id in Profile")
|
||||
raise Exception
|
||||
|
||||
#-------------------------Checking Sent Mails Details----------------------------------------------
|
||||
# ====================================================================================================================
|
||||
def sent_mail(self):
|
||||
if not self.doc.subject or not self.doc.message:
|
||||
msgprint("Please enter subject & message in their respective fields.")
|
||||
elif not self.doc.email_id1:
|
||||
msgprint("Recipient not specified. Please add email id in 'Send To'.")
|
||||
raise Exception
|
||||
else :
|
||||
if not validate_email_add(self.doc.email_id1.strip(' ')):
|
||||
msgprint('error:%s is not a valid email id' % self.doc.email_id1)
|
||||
else:
|
||||
self.send_emails([self.doc.email_id1.strip(' ')], subject = self.doc.subject ,message = self.doc.message)
|
||||
|
||||
#---------------------- Add details in follow up table----------------
|
||||
# ====================================================================================================================
|
||||
def add_in_follow_up(self,message,type):
|
||||
import datetime
|
||||
child = addchild( self.doc, 'follow_up', 'Follow up', 1, self.doclist)
|
||||
child.date = datetime.datetime.now().date().strftime('%Y-%m-%d')
|
||||
child.notes = message
|
||||
child.follow_up_type = type
|
||||
child.save()
|
||||
#---------------------- Add details in follow up table----------------
|
||||
# ====================================================================================================================
|
||||
def add_in_follow_up(self,message,type):
|
||||
import datetime
|
||||
child = addchild( self.doc, 'follow_up', 'Follow up', 1, self.doclist)
|
||||
child.date = datetime.datetime.now().date().strftime('%Y-%m-%d')
|
||||
child.notes = message
|
||||
child.follow_up_type = type
|
||||
child.save()
|
||||
|
||||
#-------------------SMS----------------------------------------------
|
||||
# ====================================================================================================================
|
||||
def send_sms(self):
|
||||
if not self.doc.sms_message:
|
||||
msgprint("Please enter message in SMS Section ")
|
||||
raise Exception
|
||||
elif not getlist(self.doclist, 'enquiry_sms_detail'):
|
||||
msgprint("Please mention mobile no. to which sms needs to be sent")
|
||||
raise Exception
|
||||
else:
|
||||
receiver_list = []
|
||||
for d in getlist(self.doclist,'enquiry_sms_detail'):
|
||||
if d.other_mobile_no:
|
||||
receiver_list.append(d.other_mobile_no)
|
||||
|
||||
if receiver_list:
|
||||
msgprint(get_obj('SMS Control', 'SMS Control').send_sms(receiver_list, self.doc.sms_message))
|
||||
self.add_in_follow_up(self.doc.sms_message,'SMS')
|
||||
#-------------------SMS----------------------------------------------
|
||||
# ====================================================================================================================
|
||||
def send_sms(self):
|
||||
if not self.doc.sms_message:
|
||||
msgprint("Please enter message in SMS Section ")
|
||||
raise Exception
|
||||
elif not getlist(self.doclist, 'enquiry_sms_detail'):
|
||||
msgprint("Please mention mobile no. to which sms needs to be sent")
|
||||
raise Exception
|
||||
else:
|
||||
receiver_list = []
|
||||
for d in getlist(self.doclist,'enquiry_sms_detail'):
|
||||
if d.other_mobile_no:
|
||||
receiver_list.append(d.other_mobile_no)
|
||||
|
||||
if receiver_list:
|
||||
msgprint(get_obj('SMS Control', 'SMS Control').send_sms(receiver_list, self.doc.sms_message))
|
||||
self.add_in_follow_up(self.doc.sms_message,'SMS')
|
||||
|
||||
@ -5,51 +5,51 @@
|
||||
{
|
||||
'creation': '2010-08-08 17:09:00',
|
||||
'docstatus': 0,
|
||||
'modified': '2011-12-19 14:11:27',
|
||||
'modified_by': 'Administrator',
|
||||
'owner': 'Administrator'
|
||||
'modified': '2012-03-07 13:10:00',
|
||||
'modified_by': u'Administrator',
|
||||
'owner': u'Administrator'
|
||||
},
|
||||
|
||||
# These values are common for all DocType
|
||||
{
|
||||
'_last_update': '1316075905',
|
||||
'colour': 'White:FFF',
|
||||
'default_print_format': 'Standard',
|
||||
'_last_update': u'1324284087',
|
||||
'colour': u'White:FFF',
|
||||
'default_print_format': u'Standard',
|
||||
'doctype': 'DocType',
|
||||
'document_type': 'Transaction',
|
||||
'module': 'Selling',
|
||||
'document_type': u'Transaction',
|
||||
'module': u'Selling',
|
||||
'name': '__common__',
|
||||
'search_fields': 'status,transaction_date,customer,lead,enquiry_type,territory,company',
|
||||
'section_style': 'Tabbed',
|
||||
'server_code_error': ' ',
|
||||
'search_fields': u'status,transaction_date,customer,lead,enquiry_type,territory,company',
|
||||
'section_style': u'Tabbed',
|
||||
'server_code_error': u' ',
|
||||
'show_in_menu': 0,
|
||||
'subject': 'To %(customer_name)s%(lead_name)s on %(transaction_date)s',
|
||||
'version': 587
|
||||
'subject': u'To %(customer_name)s%(lead_name)s on %(transaction_date)s',
|
||||
'version': 588
|
||||
},
|
||||
|
||||
# These values are common for all DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'doctype': u'DocField',
|
||||
'name': '__common__',
|
||||
'parent': 'Enquiry',
|
||||
'parentfield': 'fields',
|
||||
'parenttype': 'DocType'
|
||||
'parent': u'Enquiry',
|
||||
'parentfield': u'fields',
|
||||
'parenttype': u'DocType'
|
||||
},
|
||||
|
||||
# These values are common for all DocPerm
|
||||
{
|
||||
'doctype': 'DocPerm',
|
||||
'doctype': u'DocPerm',
|
||||
'name': '__common__',
|
||||
'parent': 'Enquiry',
|
||||
'parentfield': 'permissions',
|
||||
'parenttype': 'DocType',
|
||||
'parent': u'Enquiry',
|
||||
'parentfield': u'permissions',
|
||||
'parenttype': u'DocType',
|
||||
'read': 1
|
||||
},
|
||||
|
||||
# DocType, Enquiry
|
||||
{
|
||||
'doctype': 'DocType',
|
||||
'name': 'Enquiry'
|
||||
'name': u'Enquiry'
|
||||
},
|
||||
|
||||
# DocPerm
|
||||
@ -57,9 +57,9 @@
|
||||
'amend': 0,
|
||||
'cancel': 0,
|
||||
'create': 0,
|
||||
'doctype': 'DocPerm',
|
||||
'doctype': u'DocPerm',
|
||||
'permlevel': 1,
|
||||
'role': 'Sales Manager',
|
||||
'role': u'Sales Manager',
|
||||
'submit': 0,
|
||||
'write': 0
|
||||
},
|
||||
@ -69,18 +69,18 @@
|
||||
'amend': 1,
|
||||
'cancel': 1,
|
||||
'create': 1,
|
||||
'doctype': 'DocPerm',
|
||||
'doctype': u'DocPerm',
|
||||
'permlevel': 0,
|
||||
'role': 'System Manager',
|
||||
'role': u'System Manager',
|
||||
'submit': 1,
|
||||
'write': 1
|
||||
},
|
||||
|
||||
# DocPerm
|
||||
{
|
||||
'doctype': 'DocPerm',
|
||||
'doctype': u'DocPerm',
|
||||
'permlevel': 1,
|
||||
'role': 'System Manager'
|
||||
'role': u'System Manager'
|
||||
},
|
||||
|
||||
# DocPerm
|
||||
@ -88,9 +88,9 @@
|
||||
'amend': 1,
|
||||
'cancel': 1,
|
||||
'create': 1,
|
||||
'doctype': 'DocPerm',
|
||||
'doctype': u'DocPerm',
|
||||
'permlevel': 0,
|
||||
'role': 'Sales User',
|
||||
'role': u'Sales User',
|
||||
'submit': 1,
|
||||
'write': 1
|
||||
},
|
||||
@ -100,9 +100,9 @@
|
||||
'amend': 0,
|
||||
'cancel': 0,
|
||||
'create': 0,
|
||||
'doctype': 'DocPerm',
|
||||
'doctype': u'DocPerm',
|
||||
'permlevel': 1,
|
||||
'role': 'Sales User',
|
||||
'role': u'Sales User',
|
||||
'submit': 0,
|
||||
'write': 0
|
||||
},
|
||||
@ -112,353 +112,353 @@
|
||||
'amend': 1,
|
||||
'cancel': 1,
|
||||
'create': 1,
|
||||
'doctype': 'DocPerm',
|
||||
'doctype': u'DocPerm',
|
||||
'permlevel': 0,
|
||||
'role': 'Sales Manager',
|
||||
'role': u'Sales Manager',
|
||||
'submit': 1,
|
||||
'write': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': 'Enter customer enquiry for which you might raise a quotation in future',
|
||||
'doctype': 'DocField',
|
||||
'fieldtype': 'Section Break',
|
||||
'label': 'Basic Info',
|
||||
'oldfieldtype': 'Section Break',
|
||||
'colour': u'White:FFF',
|
||||
'description': u'Enter customer enquiry for which you might raise a quotation in future',
|
||||
'doctype': u'DocField',
|
||||
'fieldtype': u'Section Break',
|
||||
'label': u'Basic Info',
|
||||
'oldfieldtype': u'Section Break',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': 'To manage multiple series please go to Setup > Manage Series',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'naming_series',
|
||||
'fieldtype': 'Select',
|
||||
'label': 'Series',
|
||||
'colour': u'White:FFF',
|
||||
'description': u'To manage multiple series please go to Setup > Manage Series',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'naming_series',
|
||||
'fieldtype': u'Select',
|
||||
'label': u'Series',
|
||||
'no_copy': 1,
|
||||
'oldfieldname': 'naming_series',
|
||||
'oldfieldtype': 'Select',
|
||||
'options': 'ENQUIRY\nENQ',
|
||||
'oldfieldname': u'naming_series',
|
||||
'oldfieldtype': u'Select',
|
||||
'options': u'ENQUIRY\nENQ',
|
||||
'permlevel': 0,
|
||||
'reqd': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'enquiry_from',
|
||||
'fieldtype': 'Select',
|
||||
'label': 'Enquiry From',
|
||||
'oldfieldname': 'enquiry_from',
|
||||
'oldfieldtype': 'Select',
|
||||
'options': '\nLead\nCustomer',
|
||||
'colour': u'White:FFF',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'enquiry_from',
|
||||
'fieldtype': u'Select',
|
||||
'label': u'Enquiry From',
|
||||
'oldfieldname': u'enquiry_from',
|
||||
'oldfieldtype': u'Select',
|
||||
'options': u'\nLead\nCustomer',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'report_hide': 0,
|
||||
'reqd': 1,
|
||||
'trigger': 'Client'
|
||||
'trigger': u'Client'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'customer',
|
||||
'fieldtype': 'Link',
|
||||
'colour': u'White:FFF',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'customer',
|
||||
'fieldtype': u'Link',
|
||||
'hidden': 0,
|
||||
'in_filter': 1,
|
||||
'label': 'Customer',
|
||||
'oldfieldname': 'customer',
|
||||
'oldfieldtype': 'Link',
|
||||
'options': 'Customer',
|
||||
'label': u'Customer',
|
||||
'oldfieldname': u'customer',
|
||||
'oldfieldtype': u'Link',
|
||||
'options': u'Customer',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'reqd': 0,
|
||||
'search_index': 0,
|
||||
'trigger': 'Client'
|
||||
'trigger': u'Client'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'customer_address',
|
||||
'fieldtype': 'Link',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'customer_address',
|
||||
'fieldtype': u'Link',
|
||||
'in_filter': 1,
|
||||
'label': 'Customer Address',
|
||||
'options': 'Address',
|
||||
'label': u'Customer Address',
|
||||
'options': u'Address',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'trigger': 'Client'
|
||||
'trigger': u'Client'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'contact_person',
|
||||
'fieldtype': 'Link',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'contact_person',
|
||||
'fieldtype': u'Link',
|
||||
'in_filter': 1,
|
||||
'label': 'Contact Person',
|
||||
'options': 'Contact',
|
||||
'label': u'Contact Person',
|
||||
'options': u'Contact',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'trigger': 'Client'
|
||||
'trigger': u'Client'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'customer_name',
|
||||
'fieldtype': 'Data',
|
||||
'label': 'Customer Name',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'customer_name',
|
||||
'fieldtype': u'Data',
|
||||
'label': u'Customer Name',
|
||||
'permlevel': 1,
|
||||
'print_hide': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'lead',
|
||||
'fieldtype': 'Link',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'lead',
|
||||
'fieldtype': u'Link',
|
||||
'hidden': 0,
|
||||
'in_filter': 1,
|
||||
'label': 'Lead',
|
||||
'oldfieldname': 'lead',
|
||||
'oldfieldtype': 'Link',
|
||||
'options': 'Lead',
|
||||
'label': u'Lead',
|
||||
'oldfieldname': u'lead',
|
||||
'oldfieldtype': u'Link',
|
||||
'options': u'Lead',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'trigger': 'Client'
|
||||
'trigger': u'Client'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'lead_name',
|
||||
'fieldtype': 'Data',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'lead_name',
|
||||
'fieldtype': u'Data',
|
||||
'hidden': 0,
|
||||
'label': 'Name',
|
||||
'oldfieldname': 'lead_name',
|
||||
'oldfieldtype': 'Data',
|
||||
'label': u'Name',
|
||||
'oldfieldname': u'lead_name',
|
||||
'oldfieldtype': u'Data',
|
||||
'permlevel': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'address_display',
|
||||
'fieldtype': 'Small Text',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'address_display',
|
||||
'fieldtype': u'Small Text',
|
||||
'hidden': 0,
|
||||
'label': 'Address',
|
||||
'oldfieldname': 'address',
|
||||
'oldfieldtype': 'Small Text',
|
||||
'label': u'Address',
|
||||
'oldfieldname': u'address',
|
||||
'oldfieldtype': u'Small Text',
|
||||
'permlevel': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'contact_display',
|
||||
'fieldtype': 'Small Text',
|
||||
'label': 'Contact',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'contact_display',
|
||||
'fieldtype': u'Small Text',
|
||||
'label': u'Contact',
|
||||
'permlevel': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'contact_mobile',
|
||||
'fieldtype': 'Text',
|
||||
'label': 'Contact Mobile No',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'contact_mobile',
|
||||
'fieldtype': u'Text',
|
||||
'label': u'Contact Mobile No',
|
||||
'permlevel': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'contact_email',
|
||||
'fieldtype': 'Text',
|
||||
'label': 'Contact Email',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'contact_email',
|
||||
'fieldtype': u'Text',
|
||||
'label': u'Contact Email',
|
||||
'permlevel': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldtype': 'Column Break',
|
||||
'oldfieldtype': 'Column Break',
|
||||
'doctype': u'DocField',
|
||||
'fieldtype': u'Column Break',
|
||||
'oldfieldtype': u'Column Break',
|
||||
'permlevel': 0,
|
||||
'width': '50%'
|
||||
'width': u'50%'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'default': 'Today',
|
||||
'description': 'The date at which current entry is made in system.',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'transaction_date',
|
||||
'fieldtype': 'Date',
|
||||
'label': 'Enquiry Date',
|
||||
'oldfieldname': 'transaction_date',
|
||||
'oldfieldtype': 'Date',
|
||||
'default': u'Today',
|
||||
'description': u'The date at which current entry is made in system.',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'transaction_date',
|
||||
'fieldtype': u'Date',
|
||||
'label': u'Enquiry Date',
|
||||
'oldfieldname': u'transaction_date',
|
||||
'oldfieldtype': u'Date',
|
||||
'permlevel': 0,
|
||||
'reqd': 1,
|
||||
'width': '50px'
|
||||
'width': u'50px'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'enquiry_type',
|
||||
'fieldtype': 'Select',
|
||||
'label': 'Enquiry Type',
|
||||
'oldfieldname': 'enquiry_type',
|
||||
'oldfieldtype': 'Select',
|
||||
'options': '\nSales\nMaintenance',
|
||||
'colour': u'White:FFF',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'enquiry_type',
|
||||
'fieldtype': u'Select',
|
||||
'label': u'Enquiry Type',
|
||||
'oldfieldname': u'enquiry_type',
|
||||
'oldfieldtype': u'Select',
|
||||
'options': u'\nSales\nMaintenance',
|
||||
'permlevel': 0,
|
||||
'reqd': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'default': 'Draft',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'status',
|
||||
'fieldtype': 'Select',
|
||||
'label': 'Status',
|
||||
'colour': u'White:FFF',
|
||||
'default': u'Draft',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'status',
|
||||
'fieldtype': u'Select',
|
||||
'label': u'Status',
|
||||
'no_copy': 1,
|
||||
'oldfieldname': 'status',
|
||||
'oldfieldtype': 'Select',
|
||||
'options': '\nDraft\nSubmitted\nQuotation Sent\nOrder Confirmed\nEnquiry Lost\nCancelled',
|
||||
'oldfieldname': u'status',
|
||||
'oldfieldtype': u'Select',
|
||||
'options': u'\nDraft\nSubmitted\nQuotation Sent\nOrder Confirmed\nEnquiry Lost\nCancelled',
|
||||
'permlevel': 1,
|
||||
'reqd': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'amended_from',
|
||||
'fieldtype': 'Data',
|
||||
'label': 'Amended From',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'amended_from',
|
||||
'fieldtype': u'Data',
|
||||
'label': u'Amended From',
|
||||
'no_copy': 1,
|
||||
'oldfieldname': 'amended_from',
|
||||
'oldfieldtype': 'Data',
|
||||
'oldfieldname': u'amended_from',
|
||||
'oldfieldtype': u'Data',
|
||||
'permlevel': 1,
|
||||
'print_hide': 1,
|
||||
'width': '150px'
|
||||
'width': u'150px'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'amendment_date',
|
||||
'fieldtype': 'Date',
|
||||
'label': 'Amendment Date',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'amendment_date',
|
||||
'fieldtype': u'Date',
|
||||
'label': u'Amendment Date',
|
||||
'no_copy': 1,
|
||||
'oldfieldname': 'amendment_date',
|
||||
'oldfieldtype': 'Date',
|
||||
'oldfieldname': u'amendment_date',
|
||||
'oldfieldtype': u'Date',
|
||||
'permlevel': 1,
|
||||
'print_hide': 1,
|
||||
'width': '150px'
|
||||
'width': u'150px'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': '<a href="javascript:cur_frm.cscript.TerritoryHelp();">To Manage Territory, click here</a>',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'territory',
|
||||
'fieldtype': 'Link',
|
||||
'colour': u'White:FFF',
|
||||
'description': u'<a href="javascript:cur_frm.cscript.TerritoryHelp();">To Manage Territory, click here</a>',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'territory',
|
||||
'fieldtype': u'Link',
|
||||
'in_filter': 1,
|
||||
'label': 'Territory',
|
||||
'options': 'Territory',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'reqd': 1,
|
||||
'search_index': 1,
|
||||
'trigger': 'Client'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'depends_on': 'eval:doc.enquiry_from=="Customer"',
|
||||
'description': '<a href="javascript:cur_frm.cscript.CGHelp();">To Manage Customer Groups, click here</a>',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'customer_group',
|
||||
'fieldtype': 'Link',
|
||||
'hidden': 0,
|
||||
'in_filter': 1,
|
||||
'label': 'Customer Group',
|
||||
'oldfieldname': 'customer_group',
|
||||
'oldfieldtype': 'Link',
|
||||
'options': 'Customer Group',
|
||||
'label': u'Territory',
|
||||
'options': u'Territory',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'reqd': 0,
|
||||
'search_index': 1,
|
||||
'trigger': 'Client'
|
||||
'trigger': u'Client'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'doctype': 'DocField',
|
||||
'fieldtype': 'Section Break',
|
||||
'label': 'Items',
|
||||
'oldfieldtype': 'Section Break',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': "Items which do not exist in Item master can also be entered on customer's request",
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'enquiry_details',
|
||||
'fieldtype': 'Table',
|
||||
'label': 'Enquiry Details',
|
||||
'oldfieldname': 'enquiry_details',
|
||||
'oldfieldtype': 'Table',
|
||||
'options': 'Enquiry Detail',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': 'Filing in Additional Information about the Enquiry will help you analyze your data better.',
|
||||
'doctype': 'DocField',
|
||||
'fieldtype': 'Section Break',
|
||||
'label': 'More Info',
|
||||
'oldfieldtype': 'Section Break',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldtype': 'Column Break',
|
||||
'oldfieldtype': 'Column Break',
|
||||
'permlevel': 0,
|
||||
'width': '50%'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'company',
|
||||
'fieldtype': 'Link',
|
||||
'colour': u'White:FFF',
|
||||
'depends_on': u'eval:doc.enquiry_from=="Customer"',
|
||||
'description': u'<a href="javascript:cur_frm.cscript.CGHelp();">To Manage Customer Groups, click here</a>',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'customer_group',
|
||||
'fieldtype': u'Link',
|
||||
'hidden': 0,
|
||||
'in_filter': 1,
|
||||
'label': 'Company',
|
||||
'oldfieldname': 'company',
|
||||
'oldfieldtype': 'Link',
|
||||
'options': 'Company',
|
||||
'label': u'Customer Group',
|
||||
'oldfieldname': u'customer_group',
|
||||
'oldfieldtype': u'Link',
|
||||
'options': u'Customer Group',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'reqd': 0,
|
||||
'search_index': 1,
|
||||
'trigger': u'Client'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': u'White:FFF',
|
||||
'doctype': u'DocField',
|
||||
'fieldtype': u'Section Break',
|
||||
'label': u'Items',
|
||||
'oldfieldtype': u'Section Break',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': u'White:FFF',
|
||||
'description': u"Items which do not exist in Item master can also be entered on customer's request",
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'enquiry_details',
|
||||
'fieldtype': u'Table',
|
||||
'label': u'Enquiry Details',
|
||||
'oldfieldname': u'enquiry_details',
|
||||
'oldfieldtype': u'Table',
|
||||
'options': u'Enquiry Detail',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': u'White:FFF',
|
||||
'description': u'Filing in Additional Information about the Enquiry will help you analyze your data better.',
|
||||
'doctype': u'DocField',
|
||||
'fieldtype': u'Section Break',
|
||||
'label': u'More Info',
|
||||
'oldfieldtype': u'Section Break',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': u'DocField',
|
||||
'fieldtype': u'Column Break',
|
||||
'oldfieldtype': u'Column Break',
|
||||
'permlevel': 0,
|
||||
'width': u'50%'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'company',
|
||||
'fieldtype': u'Link',
|
||||
'in_filter': 1,
|
||||
'label': u'Company',
|
||||
'oldfieldname': u'company',
|
||||
'oldfieldtype': u'Link',
|
||||
'options': u'Company',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'reqd': 1,
|
||||
@ -467,14 +467,14 @@
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'fiscal_year',
|
||||
'fieldtype': 'Select',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'fiscal_year',
|
||||
'fieldtype': u'Select',
|
||||
'in_filter': 1,
|
||||
'label': 'Fiscal Year',
|
||||
'oldfieldname': 'fiscal_year',
|
||||
'oldfieldtype': 'Select',
|
||||
'options': 'link:Fiscal Year',
|
||||
'label': u'Fiscal Year',
|
||||
'oldfieldname': u'fiscal_year',
|
||||
'oldfieldtype': u'Select',
|
||||
'options': u'link:Fiscal Year',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'reqd': 1,
|
||||
@ -483,134 +483,134 @@
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'source',
|
||||
'fieldtype': 'Select',
|
||||
'label': 'Source',
|
||||
'oldfieldname': 'source',
|
||||
'oldfieldtype': 'Select',
|
||||
'options': "\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign\nWalk In",
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'source',
|
||||
'fieldtype': u'Select',
|
||||
'label': u'Source',
|
||||
'oldfieldname': u'source',
|
||||
'oldfieldtype': u'Select',
|
||||
'options': u"\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign\nWalk In",
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': 'Enter name of campaign if source of enquiry is campaign',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'campaign',
|
||||
'fieldtype': 'Link',
|
||||
'label': 'Campaign',
|
||||
'oldfieldname': 'campaign',
|
||||
'oldfieldtype': 'Link',
|
||||
'options': 'Campaign',
|
||||
'colour': u'White:FFF',
|
||||
'description': u'Enter name of campaign if source of enquiry is campaign',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'campaign',
|
||||
'fieldtype': u'Link',
|
||||
'label': u'Campaign',
|
||||
'oldfieldname': u'campaign',
|
||||
'oldfieldtype': u'Link',
|
||||
'options': u'Campaign',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'depends_on': 'eval:!doc.__islocal',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'order_lost_reason',
|
||||
'fieldtype': 'Small Text',
|
||||
'label': 'Order Lost Reason',
|
||||
'colour': u'White:FFF',
|
||||
'depends_on': u'eval:!doc.__islocal',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'order_lost_reason',
|
||||
'fieldtype': u'Small Text',
|
||||
'label': u'Order Lost Reason',
|
||||
'no_copy': 1,
|
||||
'oldfieldname': 'order_lost_reason',
|
||||
'oldfieldtype': 'Small Text',
|
||||
'oldfieldname': u'order_lost_reason',
|
||||
'oldfieldtype': u'Small Text',
|
||||
'permlevel': 1,
|
||||
'report_hide': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldtype': 'Column Break',
|
||||
'oldfieldtype': 'Column Break',
|
||||
'doctype': u'DocField',
|
||||
'fieldtype': u'Column Break',
|
||||
'oldfieldtype': u'Column Break',
|
||||
'permlevel': 0,
|
||||
'width': '50%'
|
||||
'width': u'50%'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': 'Your sales person who will contact the customer in future',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'contact_by',
|
||||
'fieldtype': 'Link',
|
||||
'colour': u'White:FFF',
|
||||
'description': u'Your sales person who will contact the customer in future',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'contact_by',
|
||||
'fieldtype': u'Link',
|
||||
'in_filter': 1,
|
||||
'label': 'Next Contact By',
|
||||
'oldfieldname': 'contact_by',
|
||||
'oldfieldtype': 'Link',
|
||||
'options': 'Profile',
|
||||
'label': u'Next Contact By',
|
||||
'oldfieldname': u'contact_by',
|
||||
'oldfieldtype': u'Link',
|
||||
'options': u'Profile',
|
||||
'permlevel': 0,
|
||||
'width': '75px'
|
||||
'width': u'75px'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': 'Your sales person will get a reminder on this date to contact the customer',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'contact_date',
|
||||
'fieldtype': 'Date',
|
||||
'label': 'Next Contact Date',
|
||||
'oldfieldname': 'contact_date',
|
||||
'oldfieldtype': 'Date',
|
||||
'colour': u'White:FFF',
|
||||
'description': u'Your sales person will get a reminder on this date to contact the customer',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'contact_date',
|
||||
'fieldtype': u'Date',
|
||||
'label': u'Next Contact Date',
|
||||
'oldfieldname': u'contact_date',
|
||||
'oldfieldtype': u'Date',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'allow_on_submit': 0,
|
||||
'colour': 'White:FFF',
|
||||
'depends_on': 'eval:!doc.__islocal',
|
||||
'description': 'Date on which the lead was last contacted',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'last_contact_date',
|
||||
'fieldtype': 'Date',
|
||||
'label': 'Last Contact Date',
|
||||
'colour': u'White:FFF',
|
||||
'depends_on': u'eval:!doc.__islocal',
|
||||
'description': u'Date on which the lead was last contacted',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'last_contact_date',
|
||||
'fieldtype': u'Date',
|
||||
'label': u'Last Contact Date',
|
||||
'no_copy': 1,
|
||||
'oldfieldname': 'last_contact_date',
|
||||
'oldfieldtype': 'Date',
|
||||
'oldfieldname': u'last_contact_date',
|
||||
'oldfieldtype': u'Date',
|
||||
'permlevel': 1,
|
||||
'print_hide': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'to_discuss',
|
||||
'fieldtype': 'Small Text',
|
||||
'label': 'To Discuss',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'to_discuss',
|
||||
'fieldtype': u'Small Text',
|
||||
'label': u'To Discuss',
|
||||
'no_copy': 1,
|
||||
'oldfieldname': 'to_discuss',
|
||||
'oldfieldtype': 'Small Text',
|
||||
'oldfieldname': u'to_discuss',
|
||||
'oldfieldtype': u'Small Text',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': 'Keep a track of communication related to this enquiry which will help for future reference.',
|
||||
'doctype': 'DocField',
|
||||
'fieldtype': 'Section Break',
|
||||
'label': 'Communication History',
|
||||
'oldfieldtype': 'Section Break',
|
||||
'colour': u'White:FFF',
|
||||
'description': u'Keep a track of communication related to this enquiry which will help for future reference.',
|
||||
'doctype': u'DocField',
|
||||
'fieldtype': u'Section Break',
|
||||
'label': u'Communication History',
|
||||
'oldfieldtype': u'Section Break',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'allow_on_submit': 1,
|
||||
'colour': 'White:FFF',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'follow_up',
|
||||
'fieldtype': 'Table',
|
||||
'label': 'Follow Up',
|
||||
'oldfieldname': 'follow_up',
|
||||
'oldfieldtype': 'Table',
|
||||
'options': 'Follow up',
|
||||
'colour': u'White:FFF',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'follow_up',
|
||||
'fieldtype': u'Table',
|
||||
'label': u'Follow Up',
|
||||
'oldfieldname': u'follow_up',
|
||||
'oldfieldtype': u'Table',
|
||||
'options': u'Follow up',
|
||||
'permlevel': 0
|
||||
}
|
||||
]
|
||||
Loading…
x
Reference in New Issue
Block a user