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feat: copy emails from lead to customer

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This commit is contained in:
barredterra 2023-12-08 14:56:10 +01:00
parent a045916aca
commit 906ac093e3
1 changed files with 12 additions and 0 deletions
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12
erpnext/selling/doctype/customer/customer.py
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@ -229,6 +229,7 @@ class Customer(TransactionBase):
if self.flags.is_new_doc: if self.flags.is_new_doc:
self.link_lead_address_and_contact() self.link_lead_address_and_contact()
self.copy_communication()
self.update_customer_groups() self.update_customer_groups()
@ -290,6 +291,17 @@ class Customer(TransactionBase):
linked_doc.append("links", dict(link_doctype="Customer", link_name=self.name)) linked_doc.append("links", dict(link_doctype="Customer", link_name=self.name))
linked_doc.save(ignore_permissions=self.flags.ignore_permissions) linked_doc.save(ignore_permissions=self.flags.ignore_permissions)
def copy_communication(self):
if not self.lead_name or not frappe.db.get_single_value(
"CRM Settings", "carry_forward_communication_and_comments"
):
return
from erpnext.crm.utils import copy_comments, link_communications
copy_comments("Lead", self.lead_name, self)
link_communications("Lead", self.lead_name, self)
def validate_name_with_customer_group(self): def validate_name_with_customer_group(self):
if frappe.db.exists("Customer Group", self.name): if frappe.db.exists("Customer Group", self.name):
frappe.throw( frappe.throw(