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[crm] Updated status and workflow for Lead > Opportunity > Quotation > Sales Order

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This commit is contained in:
Rushabh Mehta 2013-10-03 17:26:33 +05:30
parent 43247cedea
commit 800b3aa437
21 changed files with 213 additions and 202 deletions
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5
controllers/selling_controller.py
View File

@ -14,7 +14,10 @@ class SellingController(StockController):
def onload_post_render(self):
# contact, address, item details and pos details (if applicable)
self.set_missing_values()
def get_sender(self, comm):
return webnotes.conn.get_value('Sales Email Settings', None, 'email_id')
def set_missing_values(self, for_validate=False):
super(SellingController, self).set_missing_values(for_validate)

78
controllers/status_updater.py
View File

@ -8,6 +8,51 @@ from webnotes import msgprint
from webnotes.model.controller import DocListController
status_map = {
"Contact": [
["Replied", "communication_sent"],
["Open", "communication_received"]
],
"Job Applicant": [
["Replied", "communication_sent"],
["Open", "communication_received"]
],
"Lead": [
["Replied", "communication_sent"],
["Converted", "has_customer"],
["Opportunity", "has_opportunity"],
["Open", "communication_received"],
],
"Opportunity": [
["Draft", None],
["Submitted", "eval:self.doc.docstatus==1"],
["Lost", "eval:self.doc.status=='Lost'"],
["Quotation", "has_quotation"],
["Replied", "communication_sent"],
["Cancelled", "eval:self.doc.docstatus==2"],
["Open", "communication_received"],
],
"Quotation": [
["Draft", None],
["Submitted", "eval:self.doc.docstatus==1"],
["Lost", "eval:self.doc.status=='Lost'"],
["Ordered", "has_sales_order"],
["Replied", "communication_sent"],
["Cancelled", "eval:self.doc.docstatus==2"],
["Open", "communication_received"],
],
"Sales Order": [
["Draft", None],
["Submitted", "eval:self.doc.docstatus==1"],
["Stopped", "eval:self.doc.status=='Stopped'"],
["Cancelled", "eval:self.doc.docstatus==2"],
],
"Support Ticket": [
["Replied", "communication_sent"],
["Open", "communication_received"]
],
}
class StatusUpdater(DocListController):
"""
Updates the status of the calling records
@ -20,6 +65,39 @@ class StatusUpdater(DocListController):
self.update_qty()
self.validate_qty()
def set_status(self, update=False):
if self.doc.get("__islocal"):
return
if self.doc.doctype in status_map.keys():
for s in status_map[self.doc.doctype].reverse():
if not s[1]:
self.doc.status = s[0]
break
elif s[1].startwith("eval:"):
if eval(s[1][5:]):
self.doc.status = s[0]
break
elif getattr(self, s[1])():
self.doc.status = s[0]
break
if update:
webnotes.conn.set_value(self.doc.doctype, self.doc.name, "status", self.doc.status)
def on_communication(self):
self.set_status(update=True)
def communication_received(self):
last_comm = self.doclist.get({"doctype":"Communication"})[-1]
if last_comm:
return last_comm.sent_or_received == "Received"
def communication_sent(self):
last_comm = self.doclist.get({"doctype":"Communication"})[-1]
if last_comm:
return last_comm.sent_or_received == "Sent"
def validate_qty(self):
"""
Validates qty at row level

15
hr/doctype/job_applicant/job_applicant.py
View File

@ -11,14 +11,9 @@ from webnotes.utils import extract_email_id
class DocType(TransactionBase):
def __init__(self, d, dl):
self.doc, self.doclist = d, dl
def get_sender(self, comm):
return webnotes.conn.get_value('Jobs Email Settings',None,'email_id')
def on_communication(self, comm):
if webnotes.conn.get_value("Profile", extract_email_id(comm.sender), "user_type")=="System User":
status = "Replied"
else:
status = "Open"
webnotes.conn.set(self.doc, 'status', status)
return webnotes.conn.get_value('Jobs Email Settings',None,'email_id')
def validate(self):
self.set_status()

9
patches/october_2013/p02_set_communication_status.py Normal file
View File

@ -0,0 +1,9 @@
# Copyright (c) 2013, Web Notes Technologies Pvt. Ltd.
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import webnotes
def execute():
webnotes.conn.sql("""update tabCommunication
set sent_or_received= if(ifnull(recipients, '')='', "Received", "Sent")""")

32
patches/october_2013/p03_crm_update_status.py Normal file
View File

@ -0,0 +1,32 @@
# Copyright (c) 2013, Web Notes Technologies Pvt. Ltd.
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import webnotes
# reason field
def execute():
change_map = {
"Lead": [
["Lead Lost", "Lead"],
["Not interested", "Do Not Contact"],
["Opportunity Made", "Opportunity"],
["Contacted", "Replied"],
["Attempted to Contact", "Replied"],
["Contact in Future", "Interested"],
],
"Opportunity": [
["Quotation Sent", "Quotation"],
["Order Confirmed", "Quotation"],
["Opportunity Lost", "Lost"],
],
"Quotation": [
["Order Confirmed", "Ordered"],
["Order Lost", "Lost"]
],
"Support Ticket": [
["Waiting for Customer", "Replied"],
["To Reply", "Open"],
]
}

2
patches/patch_list.py
View File

@ -221,4 +221,6 @@ patch_list = [
"patches.september_2013.p05_fix_customer_in_pos",
"patches.october_2013.fix_is_cancelled_in_sle",
"patches.october_2013.p01_update_delivery_note_prevdocs",
"patches.october_2013.p02_set_communication_status",
"patches.october_2013.p03_crm_update_status",
]

27
selling/doctype/lead/lead.py
View File

@ -26,24 +26,9 @@ class DocType(SellingController):
customer = webnotes.conn.get_value("Customer", {"lead_name": self.doc.name})
if customer:
self.doc.fields["__is_customer"] = customer
def on_communication(self, comm):
if comm.sender == self.get_sender(comm) or \
webnotes.conn.get_value("Profile", extract_email_id(comm.sender), "user_type")=="System User":
status = "Replied"
else:
status = "Open"
webnotes.conn.set(self.doc, 'status', status)
def check_status(self):
chk = webnotes.conn.sql("select status from `tabLead` where name=%s", self.doc.name)
chk = chk and chk[0][0] or ''
return cstr(chk)
def validate(self):
if self.doc.status == 'Lead Lost' and not self.doc.order_lost_reason:
webnotes.throw("Please Enter Lost Reason under More Info section")
self.set_status()
if self.doc.source == 'Campaign' and not self.doc.campaign_name and session['user'] != 'Guest':
webnotes.throw("Please specify campaign name")
@ -75,14 +60,18 @@ class DocType(SellingController):
webnotes.msgprint(_("""Email Id must be unique, already exists for: """) + \
", ".join(items), raise_exception=True)
def get_sender(self, comm):
return webnotes.conn.get_value('Sales Email Settings',None,'email_id')
def on_trash(self):
webnotes.conn.sql("""update `tabSupport Ticket` set lead='' where lead=%s""",
self.doc.name)
self.delete_events()
def has_customer(self):
return webnotes.conn.get_value("Customer", {"lead_name": self.doc.name})
def has_opportunity(self):
return webnotes.conn.get_value("Opportunity", {"lead": self.doc.name, "docstatus": 1,
"status": ["!=", "Lost"]})
@webnotes.whitelist()
def make_customer(source_name, target_doclist=None):

18
selling/doctype/lead/lead.txt
View File

@ -2,7 +2,7 @@
{
"creation": "2013-04-10 11:45:37",
"docstatus": 0,
"modified": "2013-10-02 14:24:30",
"modified": "2013-10-03 17:24:33",
"modified_by": "Administrator",
"owner": "Administrator"
},
@ -102,7 +102,7 @@
"fieldtype": "Column Break"
},
{
"default": "Open",
"default": "Lead",
"doctype": "DocField",
"fieldname": "status",
"fieldtype": "Select",
@ -112,7 +112,7 @@
"no_copy": 1,
"oldfieldname": "status",
"oldfieldtype": "Select",
"options": "\nOpen\nReplied\nAttempted to Contact\nContact in Future\nContacted\nOpportunity Made\nInterested\nNot interested\nLead Lost\nConverted\nPassive",
"options": "Lead\nOpen\nReplied\nOpportunity\nInterested\nConverted\nDo Not Contact",
"reqd": 1,
"search_index": 1
},
@ -334,18 +334,6 @@
"oldfieldtype": "Column Break",
"width": "50%"
},
{
"allow_on_submit": 0,
"depends_on": "eval:doc.status == 'Lead Lost'",
"doctype": "DocField",
"fieldname": "order_lost_reason",
"fieldtype": "Link",
"hidden": 0,
"label": "Lost Reason",
"oldfieldname": "order_lost_reason",
"oldfieldtype": "Link",
"options": "Quotation Lost Reason"
},
{
"allow_on_submit": 0,
"description": "Your sales person who will contact the lead in future",

15
selling/doctype/opportunity/opportunity.js
View File

@ -101,20 +101,13 @@ $.extend(cur_frm.cscript, new erpnext.selling.Opportunity({frm: cur_frm}));
cur_frm.cscript.refresh = function(doc, cdt, cdn){
erpnext.hide_naming_series();
cur_frm.dashboard.reset(doc);
if(!doc.__islocal) {
if(doc.status=="Converted" || doc.status=="Order Confirmed") {
cur_frm.dashboard.set_headline_alert(wn._(doc.status), "alert-success", "icon-ok-sign");
} else if(doc.status=="Opportunity Lost") {
cur_frm.dashboard.set_headline_alert(wn._(doc.status), "alert-danger", "icon-exclamation-sign");
}
}
cur_frm.clear_custom_buttons();
if(doc.docstatus === 1 && doc.status!=="Opportunity Lost") {
if(doc.docstatus === 1 && doc.status!=="Lost") {
cur_frm.add_custom_button('Create Quotation', cur_frm.cscript.create_quotation);
cur_frm.add_custom_button('Opportunity Lost', cur_frm.cscript['Declare Opportunity Lost']);
if(doc.status!=="Quotation") {
cur_frm.add_custom_button('Opportunity Lost', cur_frm.cscript['Declare Opportunity Lost']);
}
cur_frm.add_custom_button('Send SMS', cur_frm.cscript.send_sms);
}

43
selling/doctype/opportunity/opportunity.py
View File

@ -6,7 +6,7 @@ import webnotes
from webnotes.utils import cstr, getdate, cint
from webnotes.model.bean import getlist
from webnotes import msgprint
from webnotes import msgprint, _
from utilities.transaction_base import TransactionBase
@ -67,7 +67,8 @@ class DocType(TransactionBase):
'email_id' : contact and contact[0]['email_id'] or ''
}
return ret
def on_update(self):
# Add to calendar
if self.doc.contact_date and self.doc.contact_date_ref != self.doc.contact_date:
@ -120,6 +121,7 @@ class DocType(TransactionBase):
msgprint("Customer is mandatory if 'Opportunity From' is selected as Customer", raise_exception=1)
def validate(self):
self.set_status()
self.set_last_contact_date()
self.validate_item_details()
self.validate_uom_is_integer("uom", "qty")
@ -127,42 +129,29 @@ class DocType(TransactionBase):
from accounts.utils import validate_fiscal_year
validate_fiscal_year(self.doc.transaction_date, self.doc.fiscal_year, "Opportunity Date")
self.doc.status = "Draft"
def on_submit(self):
webnotes.conn.set(self.doc, 'status', 'Submitted')
if self.doc.lead and webnotes.conn.get_value("Lead", self.doc.lead, "status")!="Converted":
webnotes.conn.set_value("Lead", self.doc.lead, "status", "Opportunity Made")
if self.doc.lead:
webnotes.bean("Lead", self.doc.lead).get_controller().set_status(update=True)
def on_cancel(self):
chk = webnotes.conn.sql("select t1.name from `tabQuotation` t1, `tabQuotation Item` 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 Opportunity. Thus can not be cancelled.")
raise Exception
else:
webnotes.conn.set(self.doc, 'status', 'Cancelled')
if self.doc.lead and webnotes.conn.get_value("Lead", self.doc.lead,
"status")!="Converted":
if webnotes.conn.get_value("Communication", {"parent": self.doc.lead}):
status = "Contacted"
else:
status = "Open"
webnotes.conn.set_value("Lead", self.doc.lead, "status", status)
if self.has_quotation():
webnotes.throw(_("Cannot Cancel Opportunity as Quotation Exists"))
self.set_status(update=True)
def declare_enquiry_lost(self,arg):
chk = webnotes.conn.sql("select t1.name from `tabQuotation` t1, `tabQuotation Item` 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 Opportunity. Thus 'Opportunity Lost' can not be declared against it.")
raise Exception
else:
webnotes.conn.set(self.doc, 'status', 'Opportunity Lost')
if not self.has_quotation():
webnotes.conn.set(self.doc, 'status', 'Lost')
webnotes.conn.set(self.doc, 'order_lost_reason', arg)
return 'true'
else:
webnotes.throw(_("Cannot declare as lost, because Quotation has been made."))
def on_trash(self):
self.delete_events()
def has_quotation(self):
return webnotes.conn.get_value("Quotation Item", {"prevdoc_docname": self.doc.name, "docstatus": 1})
@webnotes.whitelist()
def make_quotation(source_name, target_doclist=None):
from webnotes.model.mapper import get_mapped_doclist

25
selling/doctype/opportunity/opportunity.txt
View File

@ -2,7 +2,7 @@
{
"creation": "2013-03-07 18:50:30",
"docstatus": 0,
"modified": "2013-10-02 14:24:30",
"modified": "2013-10-03 16:30:58",
"modified_by": "Administrator",
"owner": "Administrator"
},
@ -126,7 +126,7 @@
"no_copy": 1,
"oldfieldname": "status",
"oldfieldtype": "Select",
"options": "\nDraft\nSubmitted\nQuotation Sent\nOrder Confirmed\nOpportunity Lost\nCancelled",
"options": "Draft\nSubmitted\nQuotation\nLost\nCancelled\nReplied\nOpen",
"read_only": 1,
"reqd": 1
},
@ -350,18 +350,6 @@
"options": "Campaign",
"read_only": 0
},
{
"depends_on": "eval:!doc.__islocal",
"doctype": "DocField",
"fieldname": "order_lost_reason",
"fieldtype": "Small Text",
"label": "Quotation Lost Reason",
"no_copy": 1,
"oldfieldname": "order_lost_reason",
"oldfieldtype": "Small Text",
"read_only": 1,
"report_hide": 0
},
{
"doctype": "DocField",
"fieldname": "company",
@ -376,6 +364,15 @@
"reqd": 1,
"search_index": 1
},
{
"depends_on": "eval:!doc.__islocal",
"doctype": "DocField",
"fieldname": "order_lost_reason",
"fieldtype": "Text",
"label": "Lost Reason",
"no_copy": 1,
"read_only": 1
},
{
"doctype": "DocField",
"fieldname": "column_break2",

13
selling/doctype/quotation/quotation.js
View File

@ -24,19 +24,10 @@ erpnext.selling.QuotationController = erpnext.selling.SellingController.extend({
},
refresh: function(doc, dt, dn) {
this._super(doc, dt, dn);
cur_frm.dashboard.reset(doc);
if(!doc.__islocal) {
if(doc.status=="Converted" || doc.status=="Order Confirmed") {
cur_frm.dashboard.set_headline_alert(wn._(doc.status), "alert-success", "icon-ok-sign");
} else if(doc.status==="Order Lost") {
cur_frm.dashboard.set_headline_alert(wn._(doc.status), "alert-danger", "icon-exclamation-sign");
}
}
if(doc.docstatus == 1 && doc.status!=='Order Lost') {
if(doc.docstatus == 1 && doc.status!=='Lost') {
cur_frm.add_custom_button('Make Sales Order', cur_frm.cscript['Make Sales Order']);
if(doc.status!=="Order Confirmed") {
if(doc.status!=="Ordered") {
cur_frm.add_custom_button('Set as Lost', cur_frm.cscript['Declare Order Lost']);
}
cur_frm.add_custom_button('Send SMS', cur_frm.cscript.send_sms);

64
selling/doctype/quotation/quotation.py
View File

@ -47,6 +47,11 @@ class DocType(SellingController):
if not doc.fields.get(r):
doc.fields[r] = res[r]
def has_sales_order(self):
return webnotes.conn.get_value("Sales Order Item", {"prevdoc_docname": self.doc.name, "docstatus": 1})
# Re-calculates Basic Rate & amount based on Price List Selected
# --------------------------------------------------------------
def get_adj_percent(self, arg=''):
@ -108,13 +113,7 @@ class DocType(SellingController):
def validate(self):
super(DocType, self).validate()
import utilities
if not self.doc.status:
self.doc.status = "Draft"
else:
utilities.validate_status(self.doc.status, ["Draft", "Submitted",
"Order Confirmed", "Order Lost", "Cancelled"])
self.set_status()
self.set_last_contact_date()
self.validate_order_type()
self.validate_for_items()
@ -125,42 +124,22 @@ class DocType(SellingController):
sales_com_obj.check_active_sales_items(self)
sales_com_obj.validate_max_discount(self,'quotation_details')
sales_com_obj.check_conversion_rate(self)
def on_update(self):
# Set Quotation Status
webnotes.conn.set(self.doc, 'status', 'Draft')
#update enquiry
#------------------
def update_enquiry(self, flag):
prevdoc=''
for d in getlist(self.doclist, 'quotation_details'):
if d.prevdoc_docname:
prevdoc = d.prevdoc_docname
if prevdoc:
if flag == 'submit': #on submit
webnotes.conn.sql("update `tabOpportunity` set status = 'Quotation Sent' where name = %s", prevdoc)
elif flag == 'cancel': #on cancel
webnotes.conn.sql("update `tabOpportunity` set status = 'Open' where name = %s", prevdoc)
elif flag == 'order lost': #order lost
webnotes.conn.sql("update `tabOpportunity` set status = 'Opportunity Lost' where name=%s", prevdoc)
elif flag == 'order confirm': #order confirm
webnotes.conn.sql("update `tabOpportunity` set status='Order Confirmed' where name=%s", prevdoc)
def update_opportunity(self):
for opportunity in self.doclist.get_distinct_values("prevdoc_docname"):
webnotes.bean("Opportunity", opportunity).get_controller().set_status(update=True)
# declare as order lost
#-------------------------
def declare_order_lost(self, arg):
chk = webnotes.conn.sql("select t1.name from `tabSales Order` t1, `tabSales Order Item` t2 where t2.parent = t1.name and t1.docstatus=1 and t2.prevdoc_docname = %s",self.doc.name)
if chk:
msgprint("Sales Order No. "+cstr(chk[0][0])+" is submitted against this Quotation. Thus 'Order Lost' can not be declared against it.")
raise Exception
else:
webnotes.conn.set(self.doc, 'status', 'Order Lost')
if not self.has_sales_order():
webnotes.conn.set(self.doc, 'status', 'Lost')
webnotes.conn.set(self.doc, 'order_lost_reason', arg)
self.update_enquiry('order lost')
return 'true'
self.update_opportunity()
else:
webnotes.throw(_("Cannot set as Lost as Sales Order is made."))
#check if value entered in item table
#--------------------------------------
@ -176,21 +155,17 @@ class DocType(SellingController):
# Check for Approving Authority
get_obj('Authorization Control').validate_approving_authority(self.doc.doctype, self.doc.company, self.doc.grand_total, self)
# Set Quotation Status
webnotes.conn.set(self.doc, 'status', 'Submitted')
#update enquiry status
self.update_enquiry('submit')
self.update_opportunity()
# ON CANCEL
# ==========================================================================
def on_cancel(self):
#update enquiry status
self.update_enquiry('cancel')
webnotes.conn.set(self.doc,'status','Cancelled')
self.set_status()
self.update_opportunity()
# Print other charges
# ===========================================================================
@ -202,6 +177,7 @@ class DocType(SellingController):
lst1.append(d.total)
print_lst.append(lst1)
return print_lst
@webnotes.whitelist()
def make_sales_order(source_name, target_doclist=None):

4
selling/doctype/quotation/quotation.txt
View File

@ -2,7 +2,7 @@
{
"creation": "2013-05-24 19:29:08",
"docstatus": 0,
"modified": "2013-10-02 14:24:35",
"modified": "2013-10-03 16:31:55",
"modified_by": "Administrator",
"owner": "Administrator"
},
@ -734,7 +734,7 @@
"no_copy": 1,
"oldfieldname": "status",
"oldfieldtype": "Select",
"options": "\nDraft\nSubmitted\nOrder Confirmed\nOrder Lost\nCancelled",
"options": "Draft\nSubmitted\nOrdered\nLost\nCancelled",
"print_hide": 1,
"read_only": 1,
"reqd": 1,

2
selling/doctype/sales_order/sales_order.js
View File

@ -66,7 +66,7 @@ erpnext.selling.SalesOrderController = erpnext.selling.SellingController.extend(
source_doctype: "Quotation",
get_query_filters: {
docstatus: 1,
status: ["!=", "Order Lost"],
status: ["!=", "Lost"],
order_type: cur_frm.doc.order_type,
customer: cur_frm.doc.customer || undefined,
company: cur_frm.doc.company

30
selling/doctype/sales_order/sales_order.py
View File

@ -165,36 +165,20 @@ class DocType(SellingController):
})
def check_prev_docstatus(self):
for d in getlist(self.doclist, 'sales_order_details'):
cancel_quo = webnotes.conn.sql("select name from `tabQuotation` where docstatus = 2 and name = '%s'" % d.prevdoc_docname)
if cancel_quo:
msgprint("Quotation :" + cstr(cancel_quo[0][0]) + " is already cancelled !")
raise Exception , "Validation Error. "
def update_enquiry_status(self, prevdoc, flag):
enq = webnotes.conn.sql("select t2.prevdoc_docname from `tabQuotation` t1, `tabQuotation Item` t2 where t2.parent = t1.name and t1.name=%s", prevdoc)
if enq:
webnotes.conn.sql("update `tabOpportunity` set status = %s where name=%s",(flag,enq[0][0]))
def update_prevdoc_status(self, flag):
for d in getlist(self.doclist, 'sales_order_details'):
if d.prevdoc_docname:
if flag=='submit':
webnotes.conn.sql("update `tabQuotation` set status = 'Order Confirmed' where name=%s",d.prevdoc_docname)
#update enquiry
self.update_enquiry_status(d.prevdoc_docname, 'Order Confirmed')
elif flag == 'cancel':
chk = webnotes.conn.sql("select t1.name from `tabSales Order` t1, `tabSales Order Item` t2 where t2.parent = t1.name and t2.prevdoc_docname=%s and t1.name!=%s and t1.docstatus=1", (d.prevdoc_docname,self.doc.name))
if not chk:
webnotes.conn.sql("update `tabQuotation` set status = 'Submitted' where name=%s",d.prevdoc_docname)
#update enquiry
self.update_enquiry_status(d.prevdoc_docname, 'Quotation Sent')
def update_prevdoc_status(self, flag):
for quotation in self.doclist.get_distinct_values("prevdoc_docname"):
bean = webnotes.bean("Quotation", quotation)
if bean.doc.docstatus==2:
webnotes.throw(d.prevdoc_docname + ": " + webnotes._("Quotation is cancelled."))
bean.get_controller().set_status(update=True)
def on_submit(self):
self.check_prev_docstatus()
self.update_stock_ledger(update_stock = 1)
get_obj('Sales Common').check_credit(self,self.doc.grand_total)

2
support/doctype/support_ticket/get_support_mails.py
View File

@ -54,7 +54,7 @@ Original Query:
def auto_close_tickets(self):
webnotes.conn.sql("""update `tabSupport Ticket` set status = 'Closed'
where status = 'Waiting for Customer'
where status = 'Replied'
and date_sub(curdate(),interval 15 Day) > modified""")
def get_support_mails():

13
support/doctype/support_ticket/support_ticket.py
View File

@ -14,7 +14,7 @@ class DocType(TransactionBase):
def get_sender(self, comm):
return webnotes.conn.get_value('Email Settings',None,'support_email')
def get_subject(self, comm):
return '[' + self.doc.name + '] ' + (comm.subject or 'No Subject Specified')
@ -35,16 +35,7 @@ class DocType(TransactionBase):
if self.doc.status == "Closed":
from webnotes.widgets.form.assign_to import clear
clear(self.doc.doctype, self.doc.name)
def on_communication(self, comm):
if comm.sender == self.get_sender(comm) or \
webnotes.conn.get_value("Profile", extract_email_id(comm.sender), "user_type")=="System User":
self.doc.status = "Waiting for Customer"
else:
self.doc.status = "Open"
self.update_status()
self.doc.save()
def set_lead_contact(self, email_id):
import email.utils
email_id = email.utils.parseaddr(email_id)

4
support/doctype/support_ticket/support_ticket.txt
View File

@ -2,7 +2,7 @@
{
"creation": "2013-02-01 10:36:25",
"docstatus": 0,
"modified": "2013-09-10 10:54:02",
"modified": "2013-10-03 16:45:41",
"modified_by": "Administrator",
"owner": "Administrator"
},
@ -71,7 +71,7 @@
"no_copy": 1,
"oldfieldname": "status",
"oldfieldtype": "Select",
"options": "\nOpen\nTo Reply\nWaiting for Customer\nHold\nClosed",
"options": "Open\nReplied\nHold\nClosed",
"read_only": 0,
"reqd": 0,
"search_index": 1

9
utilities/doctype/contact/contact.py
View File

@ -12,14 +12,6 @@ class DocType(TransactionBase):
self.doc = doc
self.doclist = doclist
def on_communication(self, comm):
if webnotes.conn.get_value("Profile", extract_email_id(comm.sender), "user_type")=="System User":
status = "Replied"
else:
status = "Open"
webnotes.conn.set(self.doc, 'status', status)
def autoname(self):
# concat first and last name
self.doc.name = " ".join(filter(None,
@ -32,6 +24,7 @@ class DocType(TransactionBase):
break
def validate(self):
self.set_status()
self.validate_primary_contact()
def validate_primary_contact(self):

5
utilities/doctype/contact/contact.txt
View File

@ -2,7 +2,7 @@
{
"creation": "2013-01-10 16:34:32",
"docstatus": 0,
"modified": "2013-09-10 10:50:27",
"modified": "2013-10-03 16:44:08",
"modified_by": "Administrator",
"owner": "Administrator"
},
@ -70,11 +70,12 @@
"fieldtype": "Column Break"
},
{
"default": "Passive",
"doctype": "DocField",
"fieldname": "status",
"fieldtype": "Select",
"label": "Status",
"options": "\nOpen\nReplied"
"options": "Passive\nOpen\nReplied"
},
{
"doctype": "DocField",