Merge branch 'aruizramon-status-updates-crm' into develop

This commit is contained in:
Nabin Hait 2016-12-15 11:52:18 +05:30
commit b08aaa5e20
5 changed files with 37 additions and 4 deletions

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@ -14,15 +14,17 @@ def validate_status(status, options):
status_map = {
"Lead": [
["Converted", "has_customer"],
["Lost Quotation", "has_lost_quotation"],
["Opportunity", "has_opportunity"],
["Quotation", "has_quotation"],
["Converted", "has_customer"],
],
"Opportunity": [
["Quotation", "has_quotation"],
["Converted", "has_ordered_quotation"],
["Lost", "eval:self.status=='Lost'"],
["Lost", "has_lost_quotation"],
["Closed", "eval:self.status=='Closed'"]
],
"Quotation": [
["Draft", None],

View File

@ -203,7 +203,7 @@
"no_copy": 1,
"oldfieldname": "status",
"oldfieldtype": "Select",
"options": "Lead\nOpen\nReplied\nOpportunity\nInterested\nConverted\nDo Not Contact",
"options": "Lead\nOpen\nReplied\nOpportunity\nQuotation\nLost Quotation\nInterested\nConverted\nDo Not Contact",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
@ -1014,7 +1014,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2016-11-07 05:16:25.037080",
"modified": "2016-12-15 05:16:25.037080",
"modified_by": "Administrator",
"module": "CRM",
"name": "Lead",

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@ -82,6 +82,21 @@ class Lead(SellingController):
def has_opportunity(self):
return frappe.db.get_value("Opportunity", {"lead": self.name, "status": ["!=", "Lost"]})
def has_quotation(self):
return frappe.db.get_value("Quotation", {
"lead": self.name,
"docstatus": 1,
"status": ["!=", "Lost"]
})
def has_lost_quotation(self):
return frappe.db.get_value("Quotation", {
"lead": self.name,
"docstatus": 1,
"status": "Lost"
})
@frappe.whitelist()
def make_customer(source_name, target_doc=None):
return _make_customer(source_name, target_doc)

View File

@ -91,6 +91,14 @@ class Opportunity(TransactionBase):
return frappe.db.sql("""select q.name from `tabQuotation` q, `tabQuotation Item` qi
where q.name = qi.parent and q.docstatus=1 and qi.prevdoc_docname =%s and q.status = 'Ordered'""", self.name)
def has_lost_quotation(self):
return frappe.db.sql("""
select q.name
from `tabQuotation` q, `tabQuotation Item` qi
where q.name = qi.parent and q.docstatus=1
and qi.prevdoc_docname =%s and q.status = 'Lost'
""", self.name)
def validate_cust_name(self):
if self.customer:
self.customer_name = frappe.db.get_value("Customer", self.customer, "customer_name")

View File

@ -16,6 +16,7 @@ class Quotation(SellingController):
def validate(self):
super(Quotation, self).validate()
self.set_status()
self.update_opportunity()
self.validate_order_type()
self.validate_uom_is_integer("stock_uom", "qty")
self.validate_quotation_to()
@ -35,6 +36,10 @@ class Quotation(SellingController):
elif self.lead:
self.quotation_to = "Lead"
def update_lead(self):
if self.lead:
frappe.get_doc("Lead", self.lead).set_status(update=True)
def update_opportunity(self):
for opportunity in list(set([d.prevdoc_docname for d in self.get("items")])):
if opportunity:
@ -45,6 +50,7 @@ class Quotation(SellingController):
frappe.db.set(self, 'status', 'Lost')
frappe.db.set(self, 'order_lost_reason', arg)
self.update_opportunity()
self.update_lead()
else:
frappe.throw(_("Cannot set as Lost as Sales Order is made."))
@ -60,11 +66,13 @@ class Quotation(SellingController):
#update enquiry status
self.update_opportunity()
self.update_lead()
def on_cancel(self):
#update enquiry status
self.set_status(update=True)
self.update_opportunity()
self.update_lead()
def print_other_charges(self,docname):
print_lst = []