added naming series for campaign #1413

This commit is contained in:
Rushabh Mehta 2014-04-16 12:23:37 +05:30
parent 652bc0784a
commit c635875765
3 changed files with 509 additions and 89 deletions

View File

@ -1,55 +1,163 @@
{
"_last_update": null,
"_user_tags": null,
"allow_attach": null,
"allow_copy": null,
"allow_email": null,
"allow_import": 1,
"allow_print": null,
"allow_rename": 1,
"allow_trash": null,
"autoname": "field:campaign_name",
"creation": "2013-01-10 16:34:18.000000",
"change_log": null,
"client_script": null,
"client_script_core": null,
"client_string": null,
"colour": null,
"creation": "2013-01-10 16:34:18",
"custom": null,
"default_print_format": null,
"description": "Keep Track of Sales Campaigns. Keep track of Leads, Quotations, Sales Order etc from Campaigns to gauge Return on Investment. ",
"docstatus": 0,
"doctype": "DocType",
"document_type": "Master",
"dt_template": null,
"fields": [
{
"fieldname": "trash_reason",
"fieldtype": "Small Text",
"label": "Trash Reason",
"oldfieldname": "trash_reason",
"oldfieldtype": "Small Text",
"permlevel": 0,
"read_only": 1
},
{
"allow_on_submit": null,
"default": null,
"depends_on": null,
"description": null,
"fieldname": "campaign",
"fieldtype": "Section Break",
"hidden": null,
"ignore_restrictions": null,
"in_filter": null,
"in_list_view": 1,
"label": "Campaign",
"no_column": null,
"no_copy": null,
"oldfieldname": null,
"oldfieldtype": "Section Break",
"permlevel": 0
"options": null,
"permlevel": 0,
"print_hide": null,
"print_width": null,
"read_only": null,
"report_hide": null,
"reqd": null,
"search_index": null,
"set_only_once": null,
"trigger": null,
"width": null
},
{
"allow_on_submit": null,
"default": null,
"depends_on": null,
"description": null,
"fieldname": "naming_series",
"fieldtype": "Select",
"hidden": null,
"ignore_restrictions": null,
"in_filter": null,
"in_list_view": 1,
"label": "Naming Series",
"no_column": null,
"no_copy": null,
"oldfieldname": null,
"oldfieldtype": null,
"options": null,
"permlevel": 0,
"print_hide": null,
"print_width": null,
"read_only": null,
"report_hide": null,
"reqd": 1,
"search_index": null,
"set_only_once": null,
"trigger": null,
"width": null
},
{
"allow_on_submit": null,
"default": null,
"depends_on": null,
"description": null,
"fieldname": "campaign_name",
"fieldtype": "Data",
"hidden": null,
"ignore_restrictions": null,
"in_filter": null,
"in_list_view": 1,
"label": "Campaign Name",
"no_column": null,
"no_copy": null,
"oldfieldname": "campaign_name",
"oldfieldtype": "Data",
"options": null,
"permlevel": 0,
"reqd": 1
"print_hide": null,
"print_width": null,
"read_only": null,
"report_hide": null,
"reqd": 1,
"search_index": null,
"set_only_once": null,
"trigger": null,
"width": null
},
{
"allow_on_submit": null,
"default": null,
"depends_on": null,
"description": null,
"fieldname": "description",
"fieldtype": "Text",
"hidden": null,
"ignore_restrictions": null,
"in_filter": null,
"in_list_view": 1,
"label": "Description",
"no_column": null,
"no_copy": null,
"oldfieldname": "description",
"oldfieldtype": "Text",
"options": null,
"permlevel": 0,
"print_hide": null,
"print_width": null,
"read_only": null,
"report_hide": null,
"reqd": null,
"search_index": null,
"set_only_once": null,
"trigger": null,
"width": "300px"
}
],
"hide_heading": null,
"hide_toolbar": null,
"icon": "icon-bullhorn",
"idx": 1,
"modified": "2014-01-20 17:48:27.000000",
"in_create": null,
"in_dialog": null,
"is_submittable": null,
"is_transaction_doc": null,
"issingle": null,
"istable": null,
"max_attachments": null,
"menu_index": null,
"modified": "2014-04-16 12:19:51.541872",
"modified_by": "Administrator",
"module": "Selling",
"name": "Campaign",
"name_case": null,
"owner": "Administrator",
"parent": null,
"parent_node": null,
"parentfield": null,
"parenttype": null,
"permissions": [
{
"amend": 0,
@ -57,11 +165,15 @@
"create": 0,
"delete": 0,
"email": 1,
"export": null,
"import": 0,
"match": null,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 0,
"restrict": null,
"restricted": null,
"role": "Sales Manager",
"submit": 0,
"write": 0
@ -72,10 +184,15 @@
"create": 0,
"delete": 0,
"email": 1,
"export": null,
"import": null,
"match": null,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"restrict": null,
"restricted": null,
"role": "Sales User",
"submit": 0,
"write": 0
@ -86,13 +203,35 @@
"create": 1,
"delete": 1,
"email": 1,
"export": null,
"import": null,
"match": null,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"restrict": null,
"restricted": null,
"role": "Sales Master Manager",
"submit": 0,
"write": 1
}
]
],
"plugin": null,
"print_outline": null,
"read_only": null,
"read_only_onload": null,
"search_fields": null,
"section_style": null,
"server_code": null,
"server_code_compiled": null,
"server_code_core": null,
"server_code_error": null,
"show_in_menu": null,
"smallicon": null,
"subject": null,
"tag_fields": null,
"title_field": null,
"use_template": null,
"version": null
}

View File

@ -7,4 +7,8 @@ import frappe
from frappe.model.document import Document
class Campaign(Document):
pass
def autoname(self):
if frappe.defaults.get_global_default('campaign_naming_by') == 'Campaign Name':
self.name = self.campaign_name
else:
self.name = make_autoname(self.naming_series+'.#####')

View File

@ -1,90 +1,367 @@
{
"creation": "2013-06-25 10:25:16.000000",
"description": "Settings for Selling Module",
"docstatus": 0,
"doctype": "DocType",
"document_type": "Other",
"_last_update": null,
"_user_tags": null,
"allow_attach": null,
"allow_copy": null,
"allow_email": null,
"allow_import": null,
"allow_print": null,
"allow_rename": null,
"allow_trash": null,
"autoname": null,
"change_log": null,
"client_script": null,
"client_script_core": null,
"client_string": null,
"colour": null,
"creation": "2013-06-25 10:25:16",
"custom": null,
"default_print_format": null,
"description": "Settings for Selling Module",
"docstatus": 0,
"doctype": "DocType",
"document_type": "Other",
"dt_template": null,
"fields": [
{
"default": "Customer Name",
"fieldname": "cust_master_name",
"fieldtype": "Select",
"label": "Customer Naming By",
"options": "Customer Name\nNaming Series",
"permlevel": 0
},
"allow_on_submit": null,
"default": "Customer Name",
"depends_on": null,
"description": null,
"fieldname": "cust_master_name",
"fieldtype": "Select",
"hidden": null,
"ignore_restrictions": null,
"in_filter": null,
"in_list_view": 1,
"label": "Customer Naming By",
"no_column": null,
"no_copy": null,
"oldfieldname": null,
"oldfieldtype": null,
"options": "Customer Name\nNaming Series",
"permlevel": 0,
"print_hide": null,
"print_width": null,
"read_only": null,
"report_hide": null,
"reqd": null,
"search_index": null,
"set_only_once": null,
"trigger": null,
"width": null
},
{
"description": "<a href=\"#Sales Browser/Customer Group\">Add / Edit</a>",
"fieldname": "customer_group",
"fieldtype": "Link",
"label": "Default Customer Group",
"options": "Customer Group",
"permlevel": 0
},
"allow_on_submit": null,
"default": null,
"depends_on": null,
"description": null,
"fieldname": "campaign_naming_by",
"fieldtype": "Select",
"hidden": null,
"ignore_restrictions": null,
"in_filter": null,
"in_list_view": 1,
"label": "Campaign Naming By",
"no_column": null,
"no_copy": null,
"oldfieldname": null,
"oldfieldtype": null,
"options": "Campaign Name\nNaming Series",
"permlevel": 0,
"print_hide": null,
"print_width": null,
"read_only": null,
"report_hide": null,
"reqd": null,
"search_index": null,
"set_only_once": null,
"trigger": null,
"width": null
},
{
"description": "<a href=\"#Sales Browser/Territory\">Add / Edit</a>",
"fieldname": "territory",
"fieldtype": "Link",
"label": "Default Territory",
"options": "Territory",
"permlevel": 0
},
"allow_on_submit": null,
"default": null,
"depends_on": null,
"description": "<a href=\"#Sales Browser/Customer Group\">Add / Edit</a>",
"fieldname": "customer_group",
"fieldtype": "Link",
"hidden": null,
"ignore_restrictions": null,
"in_filter": null,
"in_list_view": 1,
"label": "Default Customer Group",
"no_column": null,
"no_copy": null,
"oldfieldname": null,
"oldfieldtype": null,
"options": "Customer Group",
"permlevel": 0,
"print_hide": null,
"print_width": null,
"read_only": null,
"report_hide": null,
"reqd": null,
"search_index": null,
"set_only_once": null,
"trigger": null,
"width": null
},
{
"fieldname": "selling_price_list",
"fieldtype": "Link",
"label": "Default Price List",
"options": "Price List",
"permlevel": 0
},
"allow_on_submit": null,
"default": null,
"depends_on": null,
"description": "<a href=\"#Sales Browser/Territory\">Add / Edit</a>",
"fieldname": "territory",
"fieldtype": "Link",
"hidden": null,
"ignore_restrictions": null,
"in_filter": null,
"in_list_view": 1,
"label": "Default Territory",
"no_column": null,
"no_copy": null,
"oldfieldname": null,
"oldfieldtype": null,
"options": "Territory",
"permlevel": 0,
"print_hide": null,
"print_width": null,
"read_only": null,
"report_hide": null,
"reqd": null,
"search_index": null,
"set_only_once": null,
"trigger": null,
"width": null
},
{
"fieldname": "column_break_5",
"fieldtype": "Column Break",
"permlevel": 0
},
"allow_on_submit": null,
"default": null,
"depends_on": null,
"description": null,
"fieldname": "selling_price_list",
"fieldtype": "Link",
"hidden": null,
"ignore_restrictions": null,
"in_filter": null,
"in_list_view": 1,
"label": "Default Price List",
"no_column": null,
"no_copy": null,
"oldfieldname": null,
"oldfieldtype": null,
"options": "Price List",
"permlevel": 0,
"print_hide": null,
"print_width": null,
"read_only": null,
"report_hide": null,
"reqd": null,
"search_index": null,
"set_only_once": null,
"trigger": null,
"width": null
},
{
"fieldname": "so_required",
"fieldtype": "Select",
"label": "Sales Order Required",
"options": "No\nYes",
"permlevel": 0
},
"allow_on_submit": null,
"default": null,
"depends_on": null,
"description": null,
"fieldname": "column_break_5",
"fieldtype": "Column Break",
"hidden": null,
"ignore_restrictions": null,
"in_filter": null,
"in_list_view": null,
"label": null,
"no_column": null,
"no_copy": null,
"oldfieldname": null,
"oldfieldtype": null,
"options": null,
"permlevel": 0,
"print_hide": null,
"print_width": null,
"read_only": null,
"report_hide": null,
"reqd": null,
"search_index": null,
"set_only_once": null,
"trigger": null,
"width": null
},
{
"fieldname": "dn_required",
"fieldtype": "Select",
"label": "Delivery Note Required",
"options": "No\nYes",
"permlevel": 0
},
"allow_on_submit": null,
"default": null,
"depends_on": null,
"description": null,
"fieldname": "so_required",
"fieldtype": "Select",
"hidden": null,
"ignore_restrictions": null,
"in_filter": null,
"in_list_view": null,
"label": "Sales Order Required",
"no_column": null,
"no_copy": null,
"oldfieldname": null,
"oldfieldtype": null,
"options": "No\nYes",
"permlevel": 0,
"print_hide": null,
"print_width": null,
"read_only": null,
"report_hide": null,
"reqd": null,
"search_index": null,
"set_only_once": null,
"trigger": null,
"width": null
},
{
"fieldname": "maintain_same_sales_rate",
"fieldtype": "Check",
"label": "Maintain Same Rate Throughout Sales Cycle",
"permlevel": 0
},
"allow_on_submit": null,
"default": null,
"depends_on": null,
"description": null,
"fieldname": "dn_required",
"fieldtype": "Select",
"hidden": null,
"ignore_restrictions": null,
"in_filter": null,
"in_list_view": null,
"label": "Delivery Note Required",
"no_column": null,
"no_copy": null,
"oldfieldname": null,
"oldfieldtype": null,
"options": "No\nYes",
"permlevel": 0,
"print_hide": null,
"print_width": null,
"read_only": null,
"report_hide": null,
"reqd": null,
"search_index": null,
"set_only_once": null,
"trigger": null,
"width": null
},
{
"fieldname": "editable_price_list_rate",
"fieldtype": "Check",
"label": "Allow user to edit Price List Rate in transactions",
"permlevel": 0
"allow_on_submit": null,
"default": null,
"depends_on": null,
"description": null,
"fieldname": "maintain_same_sales_rate",
"fieldtype": "Check",
"hidden": null,
"ignore_restrictions": null,
"in_filter": null,
"in_list_view": null,
"label": "Maintain Same Rate Throughout Sales Cycle",
"no_column": null,
"no_copy": null,
"oldfieldname": null,
"oldfieldtype": null,
"options": null,
"permlevel": 0,
"print_hide": null,
"print_width": null,
"read_only": null,
"report_hide": null,
"reqd": null,
"search_index": null,
"set_only_once": null,
"trigger": null,
"width": null
},
{
"allow_on_submit": null,
"default": null,
"depends_on": null,
"description": null,
"fieldname": "editable_price_list_rate",
"fieldtype": "Check",
"hidden": null,
"ignore_restrictions": null,
"in_filter": null,
"in_list_view": null,
"label": "Allow user to edit Price List Rate in transactions",
"no_column": null,
"no_copy": null,
"oldfieldname": null,
"oldfieldtype": null,
"options": null,
"permlevel": 0,
"print_hide": null,
"print_width": null,
"read_only": null,
"report_hide": null,
"reqd": null,
"search_index": null,
"set_only_once": null,
"trigger": null,
"width": null
}
],
"icon": "icon-cog",
"idx": 1,
"issingle": 1,
"modified": "2014-02-19 18:35:36.000000",
"modified_by": "Administrator",
"module": "Selling",
"name": "Selling Settings",
"owner": "Administrator",
],
"hide_heading": null,
"hide_toolbar": null,
"icon": "icon-cog",
"idx": 1,
"in_create": null,
"in_dialog": null,
"is_submittable": null,
"is_transaction_doc": null,
"issingle": 1,
"istable": null,
"max_attachments": null,
"menu_index": null,
"modified": "2014-04-16 12:21:36.117261",
"modified_by": "Administrator",
"module": "Selling",
"name": "Selling Settings",
"name_case": null,
"owner": "Administrator",
"parent": null,
"parent_node": null,
"parentfield": null,
"parenttype": null,
"permissions": [
{
"create": 1,
"email": 1,
"permlevel": 0,
"print": 1,
"read": 1,
"role": "System Manager",
"amend": null,
"cancel": null,
"create": 1,
"delete": null,
"email": 1,
"export": null,
"import": null,
"match": null,
"permlevel": 0,
"print": 1,
"read": 1,
"report": null,
"restrict": null,
"restricted": null,
"role": "System Manager",
"submit": null,
"write": 1
}
]
}
],
"plugin": null,
"print_outline": null,
"read_only": null,
"read_only_onload": null,
"search_fields": null,
"section_style": null,
"server_code": null,
"server_code_compiled": null,
"server_code_core": null,
"server_code_error": null,
"show_in_menu": null,
"smallicon": null,
"subject": null,
"tag_fields": null,
"title_field": null,
"use_template": null,
"version": null
}