[lead] [address] store lead address in Address doctype, with link field=lead
This commit is contained in:
Anand Doshi
parent
b78a4e0f80
commit
8f9f8a43c7
@ -5,6 +5,11 @@ cur_frm.cscript.onload = function(doc, cdt, cdn) {
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cur_frm.fields_dict.customer.get_query = erpnext.utils.customer_query;
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cur_frm.fields_dict.supplier.get_query = erpnext.utils.supplier_query;
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if(cur_frm.fields_dict.lead) {
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cur_frm.fields_dict.lead.get_query = erpnext.utils.lead_query;
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cur_frm.add_fetch('lead', 'lead_name', 'lead_name');
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}
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if(doc.__islocal) {
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var last_route = wn.route_history.slice(-2, -1)[0];
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if(last_route && last_route[0]==="Form") {
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@ -13,10 +18,13 @@ cur_frm.cscript.onload = function(doc, cdt, cdn) {
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"Maintenance Schedule"]
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.indexOf(last_route[1])!==-1) {
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var refdoc = wn.model.get_doc(last_route[1], last_route[2]);
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cur_frm.set_value("customer", refdoc.customer || refdoc.name);
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cur_frm.set_value("customer_name", refdoc.customer_name);
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if(cur_frm.doc.doctype==="Address")
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cur_frm.set_value("address_title", cur_frm.doc.customer)
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if(refdoc.doctype == "Quotation" ? refdoc.quotation_to=="Customer" : true) {
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cur_frm.set_value("customer", refdoc.customer || refdoc.name);
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cur_frm.set_value("customer_name", refdoc.customer_name);
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if(cur_frm.doc.doctype==="Address")
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cur_frm.set_value("address_title", cur_frm.doc.customer_name);
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}
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}
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if(["Supplier", "Supplier Quotation", "Purchase Order", "Purchase Invoice", "Purchase Receipt"]
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.indexOf(last_route[1])!==-1) {
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@ -24,7 +32,18 @@ cur_frm.cscript.onload = function(doc, cdt, cdn) {
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cur_frm.set_value("supplier", refdoc.supplier || refdoc.name);
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cur_frm.set_value("supplier_name", refdoc.supplier_name);
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if(cur_frm.doc.doctype==="Address")
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cur_frm.set_value("address_title", cur_frm.doc.supplier)
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cur_frm.set_value("address_title", cur_frm.doc.supplier_name);
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}
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if(["Lead", "Quotation"]
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.indexOf(last_route[1])!==-1) {
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var refdoc = wn.model.get_doc(last_route[1], last_route[2]);
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if(refdoc.doctype == "Quotation" ? refdoc.quotation_to=="Lead" : true) {
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cur_frm.set_value("lead", refdoc.lead || refdoc.name);
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cur_frm.set_value("lead_name", refdoc.customer_name || refdoc.company_name || refdoc.lead_name);
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if(cur_frm.doc.doctype==="Address")
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cur_frm.set_value("address_title", cur_frm.doc.lead_name);
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}
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}
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}
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}
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@ -4,11 +4,12 @@ def execute():
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webnotes.reload_doc("setup", "doctype", "for_territory")
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webnotes.reload_doc("setup", "doctype", "price_list")
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webnotes.reload_doc("accounts", "doctype", "sales_taxes_and_charges_master")
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webnotes.reload_doc("accounts", "doctype", "shipping_rule")
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from setup.utils import get_root_of
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root_territory = get_root_of("Territory")
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for parenttype in ["Sales Taxes and Charges Master", "Price List"]:
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for parenttype in ["Sales Taxes and Charges Master", "Price List", "Shipping Rule"]:
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for name in webnotes.conn.sql_list("""select name from `tab%s` main
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where not exists (select parent from `tabFor Territory` territory
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where territory.parenttype=%s and territory.parent=main.name)""" % \
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50
patches/june_2013/p10_lead_address.py
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50
patches/june_2013/p10_lead_address.py
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@ -0,0 +1,50 @@
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import webnotes
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def execute():
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webnotes.reload_doc("utilities", "doctype", "address")
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webnotes.conn.auto_commit_on_many_writes = True
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for lead in webnotes.conn.sql("""select name as lead, lead_name, address_line1, address_line2, city, country,
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state, pincode, status, company_name from `tabLead` where not exists
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(select name from `tabAddress` where `tabAddress`.lead=`tabLead`.name) and
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(ifnull(address_line1, '')!='' or ifnull(city, '')!='' or ifnull(country, '')!='' or ifnull(pincode, '')!='')""", as_dict=True):
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if set_in_customer(lead):
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continue
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create_address_for(lead)
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webnotes.conn.auto_commit_on_many_writes = False
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def set_in_customer(lead):
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customer = webnotes.conn.get_value("Customer", {"lead_name": lead.lead})
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if customer:
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customer_address = webnotes.conn.sql("""select name from `tabAddress`
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where customer=%s and (address_line1=%s or address_line2=%s or pincode=%s)""",
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(customer, lead.address_line1, lead.address_line2, lead.pincode))
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if customer_address:
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webnotes.conn.sql("""update `tabAddress` set lead=%s, lead_name=%s
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where name=%s""", (lead.lead, lead.company_name or lead.lead_name, customer_address[0][0]))
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return True
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return False
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def create_address_for(lead):
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address_title = lead.company_name or lead.lead_name or lead.lead
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for c in ['%', "'", '"', '#', '*', '?', '`']:
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address_title = address_title.replace(c, "")
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if webnotes.conn.get_value("Address", address_title.strip() + "-" + "Billing"):
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address_title += " " + lead.lead
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lead.update({
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"doctype": "Address",
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"address_type": "Billing",
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"address_title": address_title
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})
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del lead["company_name"]
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del lead["status"]
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webnotes.bean(lead).insert()
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@ -247,5 +247,8 @@ patch_list = [
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"patches.june_2013.p06_drop_unused_tables",
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"patches.june_2013.p08_shopping_cart_settings",
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"patches.june_2013.p05_remove_search_criteria_reports",
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"patches.june_2013.p07_taxes_price_list_for_territory",
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"patches.june_2013.p08_shopping_cart_settings",
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"patches.june_2013.p09_update_global_defaults",
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"patches.june_2013.p10_lead_address",
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]
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@ -14,78 +14,79 @@
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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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// Module CRM
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wn.require('app/utilities/doctype/sms_control/sms_control.js');
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wn.require('app/setup/doctype/contact_control/contact_control.js');
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cur_frm.cscript.onload = function(doc, cdt, cdn) {
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if(user =='Guest'){
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hide_field(['status', 'naming_series', 'order_lost_reason',
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'customer', 'rating', 'fax', 'website', 'territory',
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'address_line1', 'address_line2', 'city', 'state',
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'country', 'pincode', 'address', 'lead_owner', 'market_segment',
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'industry', 'campaign_name', 'interested_in', 'company',
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'fiscal_year', 'contact_by', 'contact_date', 'last_contact_date',
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'contact_date_ref', 'to_discuss', 'more_info', 'follow_up',
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'communication_history', 'cc_to', 'subject', 'message', 'lead_attachment_detail',
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'Create Customer', 'Create Opportunity', 'transaction_date', 'type', 'source']);
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doc.source = 'Website';
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}
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if(!doc.status) set_multiple(dt,dn,{status:'Open'});
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if (!doc.date){
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doc.date = date.obj_to_str(new Date());
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}
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// set naming series
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if(user=='Guest') doc.naming_series = 'WebLead';
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wn.provide("erpnext");
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erpnext.LeadController = wn.ui.form.Controller.extend({
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setup: function() {
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this.frm.fields_dict.customer.get_query = erpnext.utils.customer_query;
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},
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cur_frm.add_fetch('customer', 'customer_name', 'company_name');
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if(cur_frm.fields_dict.lead_owner.df.options.match(/^Profile/)) {
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cur_frm.fields_dict.lead_owner.get_query = erpnext.utils.profile_query;
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}
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if(cur_frm.fields_dict.contact_by.df.options.match(/^Profile/)) {
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cur_frm.fields_dict.contact_by.get_query = erpnext.utils.profile_query;
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}
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if(in_list(user_roles,'System Manager')) {
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cur_frm.footer.help_area.innerHTML = '<hr>\
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<p><a href="#Form/Sales Email Settings">Sales Email Settings</a><br>\
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<span class="help">Automatically extract Leads from a mail box e.g. "sales@example.com"</span></p>';
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}
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}
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cur_frm.cscript.refresh_custom_buttons = function(doc) {
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cur_frm.clear_custom_buttons();
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if(!doc.__islocal && !in_list(['Converted', 'Lead Lost'], doc.status)) {
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if (doc.source != 'Existing Customer') {
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cur_frm.add_custom_button('Create Customer',
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cur_frm.cscript['Create Customer']);
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onload: function() {
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if(cur_frm.fields_dict.lead_owner.df.options.match(/^Profile/)) {
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cur_frm.fields_dict.lead_owner.get_query = erpnext.utils.profile_query;
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}
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cur_frm.add_custom_button('Create Opportunity',
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cur_frm.cscript['Create Opportunity']);
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cur_frm.add_custom_button('Send SMS', cur_frm.cscript.send_sms);
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if(cur_frm.fields_dict.contact_by.df.options.match(/^Profile/)) {
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cur_frm.fields_dict.contact_by.get_query = erpnext.utils.profile_query;
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}
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if(in_list(user_roles,'System Manager')) {
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cur_frm.footer.help_area.innerHTML = '<hr>\
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<p><a href="#Form/Sales Email Settings">Sales Email Settings</a><br>\
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<span class="help">Automatically extract Leads from a mail box e.g. "sales@example.com"</span></p>';
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}
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},
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refresh: function() {
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erpnext.hide_naming_series();
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this.frm.clear_custom_buttons();
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this.frm.__is_customer = this.frm.__is_customer || this.frm.doc.__is_customer;
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if(!this.frm.doc.__islocal && !this.frm.__is_customer) {
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this.frm.add_custom_button("Create Customer", this.frm.cscript['Create Customer']);
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this.frm.add_custom_button("Create Opportunity", this.frm.cscript['Create Opportunity']);
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this.frm.add_custom_button("Send SMS", this.frm.cscript.send_sms);
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}
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cur_frm.communication_view = new wn.views.CommunicationList({
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list: wn.model.get("Communication", {"lead": this.frm.doc.name}),
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parent: this.frm.fields_dict.communication_html.wrapper,
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doc: this.frm.doc,
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recipients: this.frm.doc.email_id
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});
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if(!this.frm.doc.__islocal) {
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this.make_address_list();
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}
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},
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make_address_list: function() {
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var me = this;
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if(!this.frm.address_list) {
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this.frm.address_list = new wn.ui.Listing({
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parent: this.frm.fields_dict['address_html'].wrapper,
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page_length: 5,
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new_doctype: "Address",
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get_query: function() {
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return 'select name, address_type, address_line1, address_line2, \
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city, state, country, pincode, fax, email_id, phone, \
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is_primary_address, is_shipping_address from tabAddress \
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where lead="'+me.frm.doc.name+'" and docstatus != 2 \
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order by is_primary_address, is_shipping_address desc'
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},
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as_dict: 1,
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no_results_message: 'No addresses created',
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render_row: this.render_address_row,
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});
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// note: render_address_row is defined in contact_control.js
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}
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this.frm.address_list.run();
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}
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}
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});
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cur_frm.cscript.refresh = function(doc, cdt, cdn) {
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cur_frm.cscript.refresh_custom_buttons(doc);
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erpnext.hide_naming_series();
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cur_frm.communication_view = new wn.views.CommunicationList({
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list: wn.model.get("Communication", {"lead": doc.name}),
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parent: cur_frm.fields_dict.communication_html.wrapper,
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doc: doc,
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recipients: doc.email_id
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})
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}
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cur_frm.cscript.status = function(doc, cdt, cdn){
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cur_frm.cscript.refresh(doc, cdt, cdn);
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}
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$.extend(cur_frm.cscript, new erpnext.LeadController({frm: cur_frm}));
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cur_frm.cscript['Create Customer'] = function(){
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var doc = cur_frm.doc;
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@ -147,11 +148,4 @@ cur_frm.cscript['Create Opportunity'] = function(){
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}
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}
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);
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}
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//get query select Territory
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cur_frm.fields_dict['territory'].get_query = function(doc,cdt,cdn) {
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return 'SELECT `tabTerritory`.`name`,`tabTerritory`.`parent_territory` FROM `tabTerritory` WHERE `tabTerritory`.`is_group` = "No" AND `tabTerritory`.`docstatus`!= 2 AND `tabTerritory`.%(key)s LIKE "%s" ORDER BY `tabTerritory`.`name` ASC LIMIT 50';
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}
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cur_frm.fields_dict.customer.get_query = erpnext.utils.customer_query;
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}
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@ -38,6 +38,9 @@ class DocType(SellingController):
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def onload(self):
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self.add_communication_list()
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customer = webnotes.conn.get_value("Customer", {"lead_name": self.doc.name})
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if customer:
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self.doc.fields["__is_customer"] = customer
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def on_communication_sent(self, comm):
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webnotes.conn.set(self.doc, 'status', 'Replied')
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@ -2,7 +2,7 @@
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{
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"creation": "2013-04-10 11:45:37",
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"docstatus": 0,
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"modified": "2013-06-14 16:20:17",
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"modified": "2013-06-28 15:08:26",
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"modified_by": "Administrator",
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"owner": "Administrator"
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},
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@ -164,9 +164,33 @@
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"doctype": "DocField",
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"fieldname": "contact_info",
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"fieldtype": "Section Break",
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"label": "Contact Info",
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"label": "Address & Contact",
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"oldfieldtype": "Column Break"
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},
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{
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"depends_on": "eval:doc.__islocal",
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"doctype": "DocField",
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"fieldname": "address_desc",
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"fieldtype": "HTML",
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"hidden": 0,
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"label": "Address Desc",
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"options": "<em>Addresses will appear only when you save the lead</em>",
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"print_hide": 1
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},
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{
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"doctype": "DocField",
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"fieldname": "address_html",
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"fieldtype": "HTML",
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"hidden": 0,
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"label": "Address HTML",
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"print_hide": 0,
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"read_only": 1
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},
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{
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"doctype": "DocField",
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"fieldname": "column_break2",
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"fieldtype": "Column Break"
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},
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{
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"doctype": "DocField",
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"fieldname": "remark",
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@ -219,70 +243,6 @@
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"options": "Territory",
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"print_hide": 1
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},
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{
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"doctype": "DocField",
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"fieldname": "column_break2",
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"fieldtype": "Column Break"
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},
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{
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"doctype": "DocField",
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"fieldname": "address_line1",
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"fieldtype": "Data",
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"label": "Address Line 1",
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"oldfieldname": "address_line1",
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"oldfieldtype": "Data",
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"print_hide": 1,
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"reqd": 0
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},
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{
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"doctype": "DocField",
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"fieldname": "address_line2",
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"fieldtype": "Data",
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"label": "Address Line 2",
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"oldfieldname": "address_line2",
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"oldfieldtype": "Data",
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"print_hide": 1
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},
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{
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"doctype": "DocField",
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"fieldname": "city",
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"fieldtype": "Data",
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"label": "City",
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"oldfieldname": "city",
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"oldfieldtype": "Select",
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"print_hide": 1,
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"reqd": 0
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},
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{
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"doctype": "DocField",
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"fieldname": "country",
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"fieldtype": "Select",
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"label": "Country",
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"oldfieldname": "country",
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"oldfieldtype": "Select",
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"options": "link:Country",
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"print_hide": 1,
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"reqd": 0
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},
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{
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"doctype": "DocField",
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"fieldname": "state",
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"fieldtype": "Data",
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"label": "State",
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"oldfieldname": "state",
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"oldfieldtype": "Select",
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"options": "Suggest",
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"print_hide": 1
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},
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{
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"doctype": "DocField",
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"fieldname": "pincode",
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"fieldtype": "Data",
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"label": "Pin Code",
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"oldfieldname": "pincode",
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"oldfieldtype": "Data",
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"print_hide": 1
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},
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{
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"doctype": "DocField",
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"fieldname": "more_info",
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@ -2,7 +2,7 @@
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{
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"creation": "2013-05-24 19:29:08",
|
||||
"docstatus": 0,
|
||||
"modified": "2013-06-27 11:31:49",
|
||||
"modified": "2013-06-28 12:47:10",
|
||||
"modified_by": "Administrator",
|
||||
"owner": "Administrator"
|
||||
},
|
||||
@ -690,6 +690,24 @@
|
||||
"reqd": 0,
|
||||
"search_index": 0
|
||||
},
|
||||
{
|
||||
"doctype": "DocField",
|
||||
"fieldname": "shipping_address_name",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
"label": "Shipping Address Name",
|
||||
"options": "Address",
|
||||
"print_hide": 1
|
||||
},
|
||||
{
|
||||
"doctype": "DocField",
|
||||
"fieldname": "shipping_address",
|
||||
"fieldtype": "Small Text",
|
||||
"hidden": 1,
|
||||
"label": "Shipping Address",
|
||||
"print_hide": 1,
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"depends_on": "customer",
|
||||
"doctype": "DocField",
|
||||
|
||||
@ -27,6 +27,9 @@ wn.require("app/js/transaction.js");
|
||||
erpnext.selling.SellingController = erpnext.TransactionController.extend({
|
||||
setup: function() {
|
||||
this.frm.add_fetch("sales_partner", "commission_rate", "commission_rate");
|
||||
|
||||
if(this.frm.fields_dict.shipping_address_name && this.frm.fields_dict.customer_address)
|
||||
this.frm.fields_dict.shipping_address_name.get_query = this.frm.fields_dict['customer_address'].get_query;
|
||||
},
|
||||
|
||||
onload: function() {
|
||||
@ -476,6 +479,27 @@ erpnext.selling.SellingController = erpnext.TransactionController.extend({
|
||||
});
|
||||
},
|
||||
|
||||
shipping_address_name: function () {
|
||||
var me = this;
|
||||
if(this.frm.doc.shipping_address_name) {
|
||||
wn.model.with_doc("Address", this.frm.doc.shipping_address_name, function(name) {
|
||||
var address = wn.model.get_doc("Address", name);
|
||||
|
||||
var out = $.map(["address_line1", "address_line2", "city"],
|
||||
function(f) { return address[f]; });
|
||||
|
||||
var state_pincode = $.map(["state", "pincode"], function(f) { return address[f]; }).join(" ");
|
||||
if(state_pincode) out.push(state_pincode);
|
||||
|
||||
if(address["country"]) out.push(address["country"]);
|
||||
|
||||
out.concat($.map([["Phone:", address["phone"]], ["Fax:", address["fax"]]],
|
||||
function(val) { return val[1] ? val.join(" ") : null; }));
|
||||
|
||||
me.frm.set_value("shipping_address", out.join("\n"));
|
||||
});
|
||||
}
|
||||
}
|
||||
});
|
||||
|
||||
// to save previous state of cur_frm.cscript
|
||||
|
||||
@ -79,29 +79,6 @@ cur_frm.cscript.customer_address = cur_frm.cscript.contact_person = function(doc
|
||||
if(doc.customer) get_server_fields('get_customer_address', JSON.stringify({customer: doc.customer, address: doc.customer_address, contact: doc.contact_person}),'', doc, dt, dn, 1);
|
||||
}
|
||||
|
||||
cur_frm.fields_dict.shipping_address_name.get_query = cur_frm.fields_dict['customer_address'].get_query;
|
||||
|
||||
cur_frm.cscript.shipping_address_name = function() {
|
||||
if(cur_frm.doc.shipping_address_name) {
|
||||
wn.model.with_doc("Address", cur_frm.doc.shipping_address_name, function(name) {
|
||||
var address = wn.model.get_doc("Address", name);
|
||||
|
||||
var out = $.map(["address_line1", "address_line2", "city"],
|
||||
function(f) { return address[f]; });
|
||||
|
||||
var state_pincode = $.map(["state", "pincode"], function(f) { return address[f]; }).join(" ");
|
||||
if(state_pincode) out.push(state_pincode);
|
||||
|
||||
if(address["country"]) out.push(address["country"]);
|
||||
|
||||
out.concat($.map([["Phone:", address["phone"]], ["Fax:", address["fax"]]],
|
||||
function(val) { return val[1] ? val.join(" ") : null; }));
|
||||
|
||||
cur_frm.set_value("shipping_address", out.join("\n"));
|
||||
});
|
||||
}
|
||||
};
|
||||
|
||||
cur_frm.cscript.pull_quotation_details = function(doc,dt,dn) {
|
||||
var callback = function(r,rt){
|
||||
var doc = locals[cur_frm.doctype][cur_frm.docname];
|
||||
|
||||
@ -59,8 +59,8 @@ cur_frm.cscript.render_address_row = function(wrapper, data) {
|
||||
// prepare data
|
||||
data.fullname = data.address_type;
|
||||
data.primary = '';
|
||||
if (data.is_primary_address) data.primary += ' [Primary]';
|
||||
if (data.is_shipping_address) data.primary += ' [Shipping]';
|
||||
if (data.is_primary_address) data.primary += ' [Preferred for Billing]';
|
||||
if (data.is_shipping_address) data.primary += ' [Preferred for Shipping]';
|
||||
|
||||
// prepare address
|
||||
var address = [];
|
||||
|
||||
@ -27,7 +27,7 @@ class DocType:
|
||||
|
||||
def autoname(self):
|
||||
if not self.doc.address_title:
|
||||
self.doc.address_title = self.doc.customer or self.doc.supplier or self.doc.sales_partner
|
||||
self.doc.address_title = self.doc.customer or self.doc.supplier or self.doc.sales_partner or self.doc.lead
|
||||
|
||||
if self.doc.address_title:
|
||||
self.doc.name = cstr(self.doc.address_title).strip() + "-" + cstr(self.doc.address_type).strip()
|
||||
@ -35,40 +35,32 @@ class DocType:
|
||||
else:
|
||||
webnotes.msgprint("""Address Title is mandatory.""", raise_exception=True)
|
||||
|
||||
|
||||
def validate(self):
|
||||
self.validate_primary_address()
|
||||
self.validate_shipping_address()
|
||||
|
||||
def validate_primary_address(self):
|
||||
"""Validate that there can only be one primary address for particular customer, supplier"""
|
||||
sql = webnotes.conn.sql
|
||||
if self.doc.is_primary_address == 1:
|
||||
if self.doc.customer:
|
||||
sql("update tabAddress set is_primary_address=0 where customer = '%s'" % (self.doc.customer))
|
||||
elif self.doc.supplier:
|
||||
sql("update tabAddress set is_primary_address=0 where supplier = '%s'" % (self.doc.supplier))
|
||||
elif self.doc.sales_partner:
|
||||
sql("update tabAddress set is_primary_address=0 where sales_partner = '%s'" % (self.doc.sales_partner))
|
||||
elif not self.doc.is_shipping_address:
|
||||
if self.doc.customer:
|
||||
if not sql("select name from tabAddress where is_primary_address=1 and customer = '%s'" % (self.doc.customer)):
|
||||
self.doc.is_primary_address = 1
|
||||
elif self.doc.supplier:
|
||||
if not sql("select name from tabAddress where is_primary_address=1 and supplier = '%s'" % (self.doc.supplier)):
|
||||
self.doc.is_primary_address = 1
|
||||
elif self.doc.sales_partner:
|
||||
if not sql("select name from tabAddress where is_primary_address=1 and sales_partner = '%s'" % (self.doc.sales_partner)):
|
||||
self.doc.is_primary_address = 1
|
||||
|
||||
self._unset_other("is_primary_address")
|
||||
|
||||
elif self.doc.is_shipping_address != 1:
|
||||
for fieldname in ["customer", "supplier", "sales_partner", "lead"]:
|
||||
if self.doc.fields.get(fieldname):
|
||||
if not webnotes.conn.sql("""select name from `tabAddress` where is_primary_address=1
|
||||
and `%s`=%s and name!=%s""" % (fieldname, "%s", "%s"),
|
||||
(self.doc.fields[fieldname], self.doc.name)):
|
||||
self.doc.is_primary_address = 1
|
||||
break
|
||||
|
||||
def validate_shipping_address(self):
|
||||
"""Validate that there can only be one shipping address for particular customer, supplier"""
|
||||
sql = webnotes.conn.sql
|
||||
if self.doc.is_shipping_address == 1:
|
||||
if self.doc.customer:
|
||||
sql("update tabAddress set is_shipping_address=0 where customer = '%s'" % (self.doc.customer))
|
||||
elif self.doc.supplier:
|
||||
sql("update tabAddress set is_shipping_address=0 where supplier = '%s'" % (self.doc.supplier))
|
||||
elif self.doc.sales_partner:
|
||||
sql("update tabAddress set is_shipping_address=0 where sales_partner = '%s'" % (self.doc.sales_partner))
|
||||
self._unset_other("is_shipping_address")
|
||||
|
||||
def _unset_other(self, is_address_type):
|
||||
for fieldname in ["customer", "supplier", "sales_partner", "lead"]:
|
||||
if self.doc.fields.get(fieldname):
|
||||
webnotes.conn.sql("""update `tabAddress` set `%s`=0 where `%s`=%s and name!=%s""" %
|
||||
(is_address_type, fieldname, "%s", "%s"), (self.doc.fields[fieldname], self.doc.name))
|
||||
break
|
||||
@ -2,7 +2,7 @@
|
||||
{
|
||||
"creation": "2013-01-10 16:34:32",
|
||||
"docstatus": 0,
|
||||
"modified": "2013-01-29 13:24:45",
|
||||
"modified": "2013-06-28 17:06:32",
|
||||
"modified_by": "Administrator",
|
||||
"owner": "Administrator"
|
||||
},
|
||||
@ -46,11 +46,11 @@
|
||||
"label": "Address Details"
|
||||
},
|
||||
{
|
||||
"description": "e.g. Office, Billing, Shipping",
|
||||
"doctype": "DocField",
|
||||
"fieldname": "address_type",
|
||||
"fieldtype": "Data",
|
||||
"fieldtype": "Select",
|
||||
"label": "Address Type",
|
||||
"options": "Billing\nShipping\nOffice\nPersonal\nPlant\nPostal\nShop\nSubsidiary\nWarehouse\nOther",
|
||||
"reqd": 1
|
||||
},
|
||||
{
|
||||
@ -145,7 +145,7 @@
|
||||
"doctype": "DocField",
|
||||
"fieldname": "is_primary_address",
|
||||
"fieldtype": "Check",
|
||||
"label": "Is Primary Address"
|
||||
"label": "Preferred Billing Address"
|
||||
},
|
||||
{
|
||||
"default": "0",
|
||||
@ -154,7 +154,7 @@
|
||||
"fieldname": "is_shipping_address",
|
||||
"fieldtype": "Check",
|
||||
"in_list_view": 1,
|
||||
"label": "Is Shipping Address"
|
||||
"label": "Preferred Shipping Address"
|
||||
},
|
||||
{
|
||||
"doctype": "DocField",
|
||||
@ -207,6 +207,27 @@
|
||||
"label": "Sales Partner",
|
||||
"options": "Sales Partner"
|
||||
},
|
||||
{
|
||||
"doctype": "DocField",
|
||||
"fieldname": "column_break_22",
|
||||
"fieldtype": "Column Break"
|
||||
},
|
||||
{
|
||||
"depends_on": "eval:!doc.supplier && !doc.sales_partner",
|
||||
"doctype": "DocField",
|
||||
"fieldname": "lead",
|
||||
"fieldtype": "Link",
|
||||
"label": "Lead",
|
||||
"options": "Lead"
|
||||
},
|
||||
{
|
||||
"depends_on": "eval:!doc.supplier && !doc.sales_partner",
|
||||
"doctype": "DocField",
|
||||
"fieldname": "lead_name",
|
||||
"fieldtype": "Data",
|
||||
"label": "Lead Name",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"doctype": "DocPerm",
|
||||
"role": "Sales User"
|
||||
|
||||
@ -170,21 +170,30 @@ class TransactionBase(StatusUpdater):
|
||||
|
||||
# Get Lead Details
|
||||
# -----------------------
|
||||
def get_lead_details(self, name):
|
||||
details = webnotes.conn.sql("select name, lead_name, address_line1, address_line2, city, country, state, pincode, territory, phone, mobile_no, email_id, company_name from `tabLead` where name = '%s'" %(name), as_dict = 1)
|
||||
|
||||
extract = lambda x: details and details[0] and details[0].get(x,'') or ''
|
||||
address_fields = [('','address_line1'),('\n','address_line2'),('\n','city'),(' ','pincode'),('\n','state'),('\n','country'),('\nPhone: ','contact_no')]
|
||||
address_display = ''.join([a[0]+extract(a[1]) for a in address_fields if extract(a[1])])
|
||||
if address_display.startswith('\n'): address_display = address_display[1:]
|
||||
def get_lead_details(self, name):
|
||||
details = webnotes.conn.sql("""select name, lead_name, address_line1, address_line2, city, country, state, pincode
|
||||
from `tabAddress` where lead=%s""", name, as_dict=True)
|
||||
lead = webnotes.conn.get_value("Lead", name,
|
||||
["territory", "phone", "mobile_no", "email_id", "company_name", "lead_name"], as_dict=True) or {}
|
||||
|
||||
address_display = ""
|
||||
if details:
|
||||
details = details[0]
|
||||
for separator, fieldname in (('','address_line1'), ('\n','address_line2'), ('\n','city'),
|
||||
(' ','pincode'), ('\n','state'), ('\n','country'), ('\nPhone: ', 'phone')):
|
||||
if details.get(fieldname):
|
||||
address_display += separator + details.get(fieldname)
|
||||
|
||||
if address_display.startswith('\n'):
|
||||
address_display = address_display[1:]
|
||||
|
||||
ret = {
|
||||
'contact_display' : extract('lead_name'),
|
||||
'contact_display' : lead.get('lead_name'),
|
||||
'address_display' : address_display,
|
||||
'territory' : extract('territory'),
|
||||
'contact_mobile' : extract('mobile_no'),
|
||||
'contact_email' : extract('email_id'),
|
||||
'customer_name' : extract('company_name') or extract('lead_name')
|
||||
'territory' : lead.get('territory'),
|
||||
'contact_mobile' : lead.get('mobile_no'),
|
||||
'contact_email' : lead.get('email_id'),
|
||||
'customer_name' : lead.get('company_name') or lead.get('lead_name')
|
||||
}
|
||||
return ret
|
||||
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user