Merge branch 'aruizramon-status-updates-crm' into develop
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commit
b08aaa5e20
@ -14,15 +14,17 @@ def validate_status(status, options):
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status_map = {
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"Lead": [
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["Converted", "has_customer"],
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["Lost Quotation", "has_lost_quotation"],
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["Opportunity", "has_opportunity"],
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["Quotation", "has_quotation"],
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["Converted", "has_customer"],
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],
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"Opportunity": [
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["Quotation", "has_quotation"],
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["Converted", "has_ordered_quotation"],
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["Lost", "eval:self.status=='Lost'"],
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["Lost", "has_lost_quotation"],
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["Closed", "eval:self.status=='Closed'"]
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],
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"Quotation": [
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["Draft", None],
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@ -203,7 +203,7 @@
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"no_copy": 1,
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"oldfieldname": "status",
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"oldfieldtype": "Select",
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"options": "Lead\nOpen\nReplied\nOpportunity\nInterested\nConverted\nDo Not Contact",
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"options": "Lead\nOpen\nReplied\nOpportunity\nQuotation\nLost Quotation\nInterested\nConverted\nDo Not Contact",
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"permlevel": 0,
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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@ -1014,7 +1014,7 @@
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"issingle": 0,
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"istable": 0,
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"max_attachments": 0,
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"modified": "2016-11-07 05:16:25.037080",
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"modified": "2016-12-15 05:16:25.037080",
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"modified_by": "Administrator",
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"module": "CRM",
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"name": "Lead",
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@ -82,6 +82,21 @@ class Lead(SellingController):
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def has_opportunity(self):
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return frappe.db.get_value("Opportunity", {"lead": self.name, "status": ["!=", "Lost"]})
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def has_quotation(self):
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return frappe.db.get_value("Quotation", {
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"lead": self.name,
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"docstatus": 1,
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"status": ["!=", "Lost"]
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})
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def has_lost_quotation(self):
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return frappe.db.get_value("Quotation", {
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"lead": self.name,
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"docstatus": 1,
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"status": "Lost"
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})
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@frappe.whitelist()
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def make_customer(source_name, target_doc=None):
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return _make_customer(source_name, target_doc)
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@ -91,6 +91,14 @@ class Opportunity(TransactionBase):
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return frappe.db.sql("""select q.name from `tabQuotation` q, `tabQuotation Item` qi
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where q.name = qi.parent and q.docstatus=1 and qi.prevdoc_docname =%s and q.status = 'Ordered'""", self.name)
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def has_lost_quotation(self):
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return frappe.db.sql("""
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select q.name
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from `tabQuotation` q, `tabQuotation Item` qi
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where q.name = qi.parent and q.docstatus=1
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and qi.prevdoc_docname =%s and q.status = 'Lost'
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""", self.name)
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def validate_cust_name(self):
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if self.customer:
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self.customer_name = frappe.db.get_value("Customer", self.customer, "customer_name")
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@ -16,6 +16,7 @@ class Quotation(SellingController):
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def validate(self):
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super(Quotation, self).validate()
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self.set_status()
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self.update_opportunity()
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self.validate_order_type()
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self.validate_uom_is_integer("stock_uom", "qty")
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self.validate_quotation_to()
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@ -35,6 +36,10 @@ class Quotation(SellingController):
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elif self.lead:
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self.quotation_to = "Lead"
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def update_lead(self):
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if self.lead:
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frappe.get_doc("Lead", self.lead).set_status(update=True)
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def update_opportunity(self):
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for opportunity in list(set([d.prevdoc_docname for d in self.get("items")])):
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if opportunity:
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@ -45,6 +50,7 @@ class Quotation(SellingController):
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frappe.db.set(self, 'status', 'Lost')
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frappe.db.set(self, 'order_lost_reason', arg)
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self.update_opportunity()
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self.update_lead()
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else:
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frappe.throw(_("Cannot set as Lost as Sales Order is made."))
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@ -60,11 +66,13 @@ class Quotation(SellingController):
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#update enquiry status
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self.update_opportunity()
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self.update_lead()
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def on_cancel(self):
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#update enquiry status
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self.set_status(update=True)
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self.update_opportunity()
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self.update_lead()
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def print_other_charges(self,docname):
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print_lst = []
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