From d9a768a88fbdfd28b9473dd37487477075dfb3f7 Mon Sep 17 00:00:00 2001 From: deepeshgarg007 Date: Sat, 29 Dec 2018 19:33:44 +0530 Subject: [PATCH] feat: Set lost reasons in opportunity and quotation using table multiselect --- .../doctype/lost_reason_detail/__init__.py | 0 .../lost_reason_detail/lost_reason_detail.js | 8 + .../lost_reason_detail.json | 76 + .../lost_reason_detail/lost_reason_detail.py | 10 + .../test_lost_reason_detail.py | 10 + .../crm/doctype/opportunity/opportunity.js | 36 +- .../crm/doctype/opportunity/opportunity.json | 101 +- .../crm/doctype/opportunity/opportunity.py | 12 +- .../opportunity_item/opportunity_item.json | 48 +- .../opportunity_lost_reason/__init__.py | 0 .../opportunity_lost_reason.js | 8 + .../opportunity_lost_reason.json | 153 + .../opportunity_lost_reason.py | 10 + .../test_opportunity_lost_reason.py | 10 + .../selling/doctype/quotation/quotation.js | 39 +- .../selling/doctype/quotation/quotation.json | 6292 +++++++++-------- .../selling/doctype/quotation/quotation.py | 16 +- erpnext/selling/sales_common.js | 43 +- 18 files changed, 3631 insertions(+), 3241 deletions(-) create mode 100644 erpnext/crm/doctype/lost_reason_detail/__init__.py create mode 100644 erpnext/crm/doctype/lost_reason_detail/lost_reason_detail.js create mode 100644 erpnext/crm/doctype/lost_reason_detail/lost_reason_detail.json create mode 100644 erpnext/crm/doctype/lost_reason_detail/lost_reason_detail.py create mode 100644 erpnext/crm/doctype/lost_reason_detail/test_lost_reason_detail.py create mode 100644 erpnext/crm/doctype/opportunity_lost_reason/__init__.py create mode 100644 erpnext/crm/doctype/opportunity_lost_reason/opportunity_lost_reason.js create mode 100644 erpnext/crm/doctype/opportunity_lost_reason/opportunity_lost_reason.json create mode 100644 erpnext/crm/doctype/opportunity_lost_reason/opportunity_lost_reason.py create mode 100644 erpnext/crm/doctype/opportunity_lost_reason/test_opportunity_lost_reason.py diff --git a/erpnext/crm/doctype/lost_reason_detail/__init__.py b/erpnext/crm/doctype/lost_reason_detail/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/crm/doctype/lost_reason_detail/lost_reason_detail.js b/erpnext/crm/doctype/lost_reason_detail/lost_reason_detail.js new file mode 100644 index 0000000000..ef80089c6d --- /dev/null +++ b/erpnext/crm/doctype/lost_reason_detail/lost_reason_detail.js @@ -0,0 +1,8 @@ +// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Lost Reason Detail', { + refresh: function(frm) { + + } +}); diff --git a/erpnext/crm/doctype/lost_reason_detail/lost_reason_detail.json b/erpnext/crm/doctype/lost_reason_detail/lost_reason_detail.json new file mode 100644 index 0000000000..76796e8a42 --- /dev/null +++ b/erpnext/crm/doctype/lost_reason_detail/lost_reason_detail.json @@ -0,0 +1,76 @@ +{ + "allow_copy": 0, + "allow_events_in_timeline": 0, + "allow_guest_to_view": 0, + "allow_import": 0, + "allow_rename": 0, + "beta": 0, + "creation": "2018-12-28 14:40:50.635495", + "custom": 0, + "docstatus": 0, + "doctype": "DocType", + "document_type": "", + "editable_grid": 1, + "engine": "InnoDB", + "fields": [ + { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "lost_reason", + "fieldtype": "Link", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 1, + "in_standard_filter": 0, + "label": "Opportunity Lost Reason", + "length": 0, + "no_copy": 0, + "options": "Opportunity Lost Reason", + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "translatable": 0, + "unique": 0 + } + ], + "has_web_view": 0, + "hide_heading": 0, + "hide_toolbar": 0, + "idx": 0, + "image_view": 0, + "in_create": 0, + "is_submittable": 0, + "issingle": 0, + "istable": 1, + "max_attachments": 0, + "modified": "2018-12-28 15:02:24.282772", + "modified_by": "Administrator", + "module": "CRM", + "name": "Lost Reason Detail", + "name_case": "", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "read_only": 0, + "read_only_onload": 0, + "show_name_in_global_search": 0, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1, + "track_seen": 0, + "track_views": 0 +} \ No newline at end of file diff --git a/erpnext/crm/doctype/lost_reason_detail/lost_reason_detail.py b/erpnext/crm/doctype/lost_reason_detail/lost_reason_detail.py new file mode 100644 index 0000000000..6d710fe296 --- /dev/null +++ b/erpnext/crm/doctype/lost_reason_detail/lost_reason_detail.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe +from frappe.model.document import Document + +class LostReasonDetail(Document): + pass diff --git a/erpnext/crm/doctype/lost_reason_detail/test_lost_reason_detail.py b/erpnext/crm/doctype/lost_reason_detail/test_lost_reason_detail.py new file mode 100644 index 0000000000..0fe9160052 --- /dev/null +++ b/erpnext/crm/doctype/lost_reason_detail/test_lost_reason_detail.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +import frappe +import unittest + +class TestLostReason(unittest.TestCase): + pass diff --git a/erpnext/crm/doctype/opportunity/opportunity.js b/erpnext/crm/doctype/opportunity/opportunity.js index abe560ba5e..847c5df40d 100644 --- a/erpnext/crm/doctype/opportunity/opportunity.js +++ b/erpnext/crm/doctype/opportunity/opportunity.js @@ -1,6 +1,7 @@ // Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors // License: GNU General Public License v3. See license.txt +{% include 'erpnext/selling/sales_common.js' %} frappe.provide("erpnext.crm"); cur_frm.email_field = "contact_email"; @@ -54,8 +55,9 @@ frappe.ui.form.on("Opportunity", { cur_frm.cscript.create_quotation, __("Make")); if(doc.status!=="Quotation") { - frm.add_custom_button(__('Lost'), - cur_frm.cscript['Declare Opportunity Lost']); + frm.add_custom_button(__('Lost'), () => { + frm.trigger('set_as_lost_dialog'); + }); } } @@ -179,33 +181,3 @@ cur_frm.cscript.lead = function(doc, cdt, cdn) { }); } -cur_frm.cscript['Declare Opportunity Lost'] = function() { - var dialog = new frappe.ui.Dialog({ - title: __("Set as Lost"), - fields: [ - {"fieldtype": "Text", "label": __("Reason for losing"), "fieldname": "reason", - "reqd": 1 }, - {"fieldtype": "Button", "label": __("Update"), "fieldname": "update"}, - ] - }); - - dialog.fields_dict.update.$input.click(function() { - var args = dialog.get_values(); - if(!args) return; - return cur_frm.call({ - doc: cur_frm.doc, - method: "declare_enquiry_lost", - args: args.reason, - callback: function(r) { - if(r.exc) { - frappe.msgprint(__("There were errors.")); - } else { - dialog.hide(); - cur_frm.refresh(); - } - }, - btn: this - }) - }); - dialog.show(); -} diff --git a/erpnext/crm/doctype/opportunity/opportunity.json b/erpnext/crm/doctype/opportunity/opportunity.json index fc86842e01..d3b22a344e 100644 --- a/erpnext/crm/doctype/opportunity/opportunity.json +++ b/erpnext/crm/doctype/opportunity/opportunity.json @@ -351,38 +351,6 @@ "translatable": 0, "unique": 0 }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "eval:doc.status===\"Lost\"", - "fieldname": "order_lost_reason", - "fieldtype": "Small Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Lost Reason", - "length": 0, - "no_copy": 1, - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, { "allow_bulk_edit": 0, "allow_in_quick_entry": 0, @@ -1312,6 +1280,38 @@ "translatable": 0, "unique": 0 }, + { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "depends_on": "eval:doc.status===\"Lost\"", + "fieldname": "order_lost_reason", + "fieldtype": "Small Text", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 0, + "label": "Detailed Reason", + "length": 0, + "no_copy": 1, + "permlevel": 0, + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 1, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "translatable": 0, + "unique": 0 + }, { "allow_bulk_edit": 0, "allow_in_quick_entry": 0, @@ -1447,6 +1447,39 @@ "translatable": 0, "unique": 0, "width": "150px" + }, + { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "lost_reasons", + "fieldtype": "Table MultiSelect", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 0, + "label": "Lost Reasons", + "length": 0, + "no_copy": 0, + "options": "Lost Reason Detail", + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 1, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "translatable": 0, + "unique": 0 } ], "has_web_view": 0, @@ -1460,7 +1493,7 @@ "issingle": 0, "istable": 0, "max_attachments": 0, - "modified": "2018-10-01 09:28:43.990999", + "modified": "2018-12-29 18:38:37.270217", "modified_by": "Administrator", "module": "CRM", "name": "Opportunity", @@ -1516,5 +1549,5 @@ "title_field": "title", "track_changes": 0, "track_seen": 1, - "track_views": 0 + "track_views": 1 } \ No newline at end of file diff --git a/erpnext/crm/doctype/opportunity/opportunity.py b/erpnext/crm/doctype/opportunity/opportunity.py index e8da4e6436..076e075466 100644 --- a/erpnext/crm/doctype/opportunity/opportunity.py +++ b/erpnext/crm/doctype/opportunity/opportunity.py @@ -91,10 +91,18 @@ class Opportunity(TransactionBase): self.enquiry_from = "Lead" self.lead = lead_name - def declare_enquiry_lost(self,arg): + def declare_enquiry_lost(self, lost_reasons_list, detailed_reason=None): if not self.has_active_quotation(): frappe.db.set(self, 'status', 'Lost') - frappe.db.set(self, 'order_lost_reason', arg) + + if detailed_reason: + frappe.db.set(self, 'order_lost_reason', detailed_reason) + + for reason in lost_reasons_list: + self.append('lost_reasons', reason) + + self.save() + else: frappe.throw(_("Cannot declare as lost, because Quotation has been made.")) diff --git a/erpnext/crm/doctype/opportunity_item/opportunity_item.json b/erpnext/crm/doctype/opportunity_item/opportunity_item.json index ee7c1e3b2a..65e8433583 100644 --- a/erpnext/crm/doctype/opportunity_item/opportunity_item.json +++ b/erpnext/crm/doctype/opportunity_item/opportunity_item.json @@ -1,5 +1,7 @@ { "allow_copy": 0, + "allow_events_in_timeline": 0, + "allow_guest_to_view": 0, "allow_import": 0, "allow_rename": 0, "beta": 0, @@ -11,6 +13,8 @@ "engine": "InnoDB", "fields": [ { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, "allow_on_submit": 0, "bold": 0, "collapsible": 0, @@ -39,9 +43,12 @@ "reqd": 0, "search_index": 0, "set_only_once": 0, + "translatable": 0, "unique": 0 }, { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, "allow_on_submit": 0, "bold": 0, "collapsible": 0, @@ -66,9 +73,12 @@ "reqd": 0, "search_index": 0, "set_only_once": 0, + "translatable": 0, "unique": 0 }, { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, "allow_on_submit": 0, "bold": 0, "collapsible": 0, @@ -96,9 +106,12 @@ "reqd": 0, "search_index": 0, "set_only_once": 0, + "translatable": 0, "unique": 0 }, { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, "allow_on_submit": 0, "bold": 0, "collapsible": 0, @@ -128,9 +141,12 @@ "reqd": 0, "search_index": 0, "set_only_once": 0, + "translatable": 0, "unique": 0 }, { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, "allow_on_submit": 0, "bold": 0, "collapsible": 0, @@ -159,9 +175,12 @@ "reqd": 0, "search_index": 0, "set_only_once": 0, + "translatable": 0, "unique": 0 }, { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, "allow_on_submit": 0, "bold": 0, "collapsible": 0, @@ -187,9 +206,12 @@ "reqd": 0, "search_index": 0, "set_only_once": 0, + "translatable": 0, "unique": 0 }, { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, "allow_on_submit": 0, "bold": 0, "collapsible": 0, @@ -218,9 +240,12 @@ "reqd": 0, "search_index": 0, "set_only_once": 0, + "translatable": 0, "unique": 0 }, { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, "allow_on_submit": 0, "bold": 0, "collapsible": 0, @@ -248,9 +273,12 @@ "reqd": 0, "search_index": 0, "set_only_once": 0, + "translatable": 0, "unique": 0 }, { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, "allow_on_submit": 0, "bold": 0, "collapsible": 0, @@ -279,10 +307,13 @@ "reqd": 0, "search_index": 0, "set_only_once": 0, + "translatable": 0, "unique": 0, "width": "300px" }, { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, "allow_on_submit": 0, "bold": 0, "collapsible": 0, @@ -308,9 +339,12 @@ "reqd": 0, "search_index": 0, "set_only_once": 0, + "translatable": 0, "unique": 0 }, { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, "allow_on_submit": 0, "bold": 0, "collapsible": 0, @@ -338,9 +372,12 @@ "reqd": 0, "search_index": 0, "set_only_once": 0, + "translatable": 0, "unique": 0 }, { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, "allow_on_submit": 0, "bold": 0, "collapsible": 0, @@ -368,9 +405,12 @@ "reqd": 0, "search_index": 0, "set_only_once": 0, + "translatable": 0, "unique": 0 }, { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, "allow_on_submit": 0, "bold": 0, "collapsible": 0, @@ -399,20 +439,21 @@ "reqd": 0, "search_index": 0, "set_only_once": 0, + "translatable": 0, "unique": 0 } ], + "has_web_view": 0, "hide_heading": 0, "hide_toolbar": 0, "idx": 1, "image_view": 0, "in_create": 0, - "is_submittable": 0, "issingle": 0, "istable": 1, "max_attachments": 0, - "modified": "2017-02-17 17:03:05.528055", + "modified": "2018-12-28 15:43:09.382012", "modified_by": "Administrator", "module": "CRM", "name": "Opportunity Item", @@ -423,5 +464,6 @@ "read_only_onload": 0, "show_name_in_global_search": 0, "track_changes": 1, - "track_seen": 0 + "track_seen": 0, + "track_views": 0 } \ No newline at end of file diff --git a/erpnext/crm/doctype/opportunity_lost_reason/__init__.py b/erpnext/crm/doctype/opportunity_lost_reason/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/crm/doctype/opportunity_lost_reason/opportunity_lost_reason.js b/erpnext/crm/doctype/opportunity_lost_reason/opportunity_lost_reason.js new file mode 100644 index 0000000000..cbabdef090 --- /dev/null +++ b/erpnext/crm/doctype/opportunity_lost_reason/opportunity_lost_reason.js @@ -0,0 +1,8 @@ +// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Opportunity Lost Reason', { + refresh: function(frm) { + + } +}); diff --git a/erpnext/crm/doctype/opportunity_lost_reason/opportunity_lost_reason.json b/erpnext/crm/doctype/opportunity_lost_reason/opportunity_lost_reason.json new file mode 100644 index 0000000000..8a8d4252da --- /dev/null +++ b/erpnext/crm/doctype/opportunity_lost_reason/opportunity_lost_reason.json @@ -0,0 +1,153 @@ +{ + "allow_copy": 0, + "allow_events_in_timeline": 0, + "allow_guest_to_view": 0, + "allow_import": 0, + "allow_rename": 0, + "autoname": "field:lost_reason", + "beta": 0, + "creation": "2018-12-28 14:48:51.044975", + "custom": 0, + "docstatus": 0, + "doctype": "DocType", + "document_type": "", + "editable_grid": 1, + "engine": "InnoDB", + "fields": [ + { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "lost_reason", + "fieldtype": "Data", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 0, + "label": "Lost Reason", + "length": 0, + "no_copy": 0, + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "translatable": 0, + "unique": 1 + } + ], + "has_web_view": 0, + "hide_heading": 0, + "hide_toolbar": 0, + "idx": 0, + "image_view": 0, + "in_create": 0, + "is_submittable": 0, + "issingle": 0, + "istable": 0, + "max_attachments": 0, + "modified": "2018-12-28 14:49:43.336437", + "modified_by": "Administrator", + "module": "CRM", + "name": "Opportunity Lost Reason", + "name_case": "", + "owner": "Administrator", + "permissions": [ + { + "amend": 0, + "cancel": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "if_owner": 0, + "import": 0, + "permlevel": 0, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "set_user_permissions": 0, + "share": 1, + "submit": 0, + "write": 1 + }, + { + "amend": 0, + "cancel": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "if_owner": 0, + "import": 0, + "permlevel": 0, + "print": 1, + "read": 1, + "report": 1, + "role": "Sales User", + "set_user_permissions": 0, + "share": 1, + "submit": 0, + "write": 1 + }, + { + "amend": 0, + "cancel": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "if_owner": 0, + "import": 0, + "permlevel": 0, + "print": 1, + "read": 1, + "report": 1, + "role": "Sales Manager", + "set_user_permissions": 0, + "share": 1, + "submit": 0, + "write": 1 + }, + { + "amend": 0, + "cancel": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "if_owner": 0, + "import": 0, + "permlevel": 0, + "print": 1, + "read": 1, + "report": 1, + "role": "Sales Master Manager", + "set_user_permissions": 0, + "share": 1, + "submit": 0, + "write": 1 + } + ], + "quick_entry": 1, + "read_only": 0, + "read_only_onload": 0, + "show_name_in_global_search": 0, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 0, + "track_seen": 0, + "track_views": 0 +} \ No newline at end of file diff --git a/erpnext/crm/doctype/opportunity_lost_reason/opportunity_lost_reason.py b/erpnext/crm/doctype/opportunity_lost_reason/opportunity_lost_reason.py new file mode 100644 index 0000000000..f3a824b731 --- /dev/null +++ b/erpnext/crm/doctype/opportunity_lost_reason/opportunity_lost_reason.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe +from frappe.model.document import Document + +class OpportunityLostReason(Document): + pass diff --git a/erpnext/crm/doctype/opportunity_lost_reason/test_opportunity_lost_reason.py b/erpnext/crm/doctype/opportunity_lost_reason/test_opportunity_lost_reason.py new file mode 100644 index 0000000000..07cf0ef9b6 --- /dev/null +++ b/erpnext/crm/doctype/opportunity_lost_reason/test_opportunity_lost_reason.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +import frappe +import unittest + +class TestOpportunityLostReason(unittest.TestCase): + pass diff --git a/erpnext/selling/doctype/quotation/quotation.js b/erpnext/selling/doctype/quotation/quotation.js index 32c7eb5bff..93749c673a 100644 --- a/erpnext/selling/doctype/quotation/quotation.js +++ b/erpnext/selling/doctype/quotation/quotation.js @@ -56,9 +56,10 @@ erpnext.selling.QuotationController = erpnext.selling.SellingController.extend({ } if(doc.status!=="Ordered") { - cur_frm.add_custom_button(__('Set as Lost'), - cur_frm.cscript['Declare Order Lost']); - } + this.frm.add_custom_button(__('Set as Lost'), () => { + this.frm.trigger('set_as_lost_dialog'); + }); + } if(!doc.auto_repeat) { cur_frm.add_custom_button(__('Subscription'), function() { @@ -174,38 +175,6 @@ cur_frm.cscript['Make Sales Order'] = function() { }) } -cur_frm.cscript['Declare Order Lost'] = function(){ - var dialog = new frappe.ui.Dialog({ - title: __('Set as Lost'), - fields: [ - {"fieldtype": "Text", "label": __("Reason for losing"), "fieldname": "reason", - "reqd": 1 }, - {"fieldtype": "Button", "label": __("Update"), "fieldname": "update"}, - ] - }); - - dialog.fields_dict.update.$input.click(function() { - var args = dialog.get_values(); - if(!args) return; - return cur_frm.call({ - method: "declare_order_lost", - doc: cur_frm.doc, - args: args, - callback: function(r) { - if(r.exc) { - frappe.msgprint(__("There were errors.")); - return; - } - dialog.hide(); - cur_frm.refresh(); - }, - btn: this - }) - }); - dialog.show(); - -} - frappe.ui.form.on("Quotation Item", "items_on_form_rendered", "packed_items_on_form_rendered", function(frm, cdt, cdn) { // enable tax_amount field if Actual }) diff --git a/erpnext/selling/doctype/quotation/quotation.json b/erpnext/selling/doctype/quotation/quotation.json index 34d5d2028d..e6f6a6d0d8 100644 --- a/erpnext/selling/doctype/quotation/quotation.json +++ b/erpnext/selling/doctype/quotation/quotation.json @@ -1,3342 +1,3376 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 0, - "autoname": "naming_series:", - "beta": 0, - "creation": "2013-05-24 19:29:08", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "Document", - "editable_grid": 1, + "allow_copy": 0, + "allow_events_in_timeline": 0, + "allow_guest_to_view": 0, + "allow_import": 1, + "allow_rename": 0, + "autoname": "naming_series:", + "beta": 0, + "creation": "2013-05-24 19:29:08", + "custom": 0, + "docstatus": 0, + "doctype": "DocType", + "document_type": "Document", + "editable_grid": 1, "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "customer_section", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "", - "length": 0, - "no_copy": 0, - "options": "fa fa-user", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "customer_section", + "fieldtype": "Section Break", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 0, + "label": "", + "length": 0, + "no_copy": 0, + "options": "fa fa-user", + "permlevel": 0, + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "translatable": 0, "unique": 0 - }, + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 1, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "{customer_name}", - "fieldname": "title", - "fieldtype": "Data", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Title", - "length": 0, - "no_copy": 1, - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, + "allow_on_submit": 1, + "bold": 0, + "collapsible": 0, + "columns": 0, + "default": "{customer_name}", + "fieldname": "title", + "fieldtype": "Data", + "hidden": 1, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 0, + "label": "Title", + "length": 0, + "no_copy": 1, + "permlevel": 0, + "precision": "", + "print_hide": 1, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "translatable": 0, "unique": 0 - 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], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 1, - "search_fields": "status,transaction_date,customer,lead,order_type", - "show_name_in_global_search": 1, - "sort_field": "modified", - "sort_order": "DESC", - "timeline_field": "customer", - "title_field": "title", - "track_changes": 0, - "track_seen": 0, + ], + "quick_entry": 0, + "read_only": 0, + "read_only_onload": 1, + "search_fields": "status,transaction_date,customer,lead,order_type", + "show_name_in_global_search": 1, + "sort_field": "modified", + "sort_order": "DESC", + "timeline_field": "customer", + "title_field": "title", + "track_changes": 0, + "track_seen": 0, "track_views": 0 } \ No newline at end of file diff --git a/erpnext/selling/doctype/quotation/quotation.py b/erpnext/selling/doctype/quotation/quotation.py index 729256068b..c85065cf12 100644 --- a/erpnext/selling/doctype/quotation/quotation.py +++ b/erpnext/selling/doctype/quotation/quotation.py @@ -32,7 +32,7 @@ class Quotation(SellingController): self.validate_valid_till() if self.items: self.with_items = 1 - + def validate_valid_till(self): if self.valid_till and self.valid_till < self.transaction_date: frappe.throw(_("Valid till date cannot be before transaction date")) @@ -70,12 +70,20 @@ class Quotation(SellingController): opp.status = None opp.set_status(update=True) - def declare_order_lost(self, reason): + def declare_enquiry_lost(self, lost_reasons_list, detailed_reason=None): if not self.has_sales_order(): frappe.db.set(self, 'status', 'Lost') - frappe.db.set(self, 'order_lost_reason', reason) + + if detailed_reason: + frappe.db.set(self, 'order_lost_reason', detailed_reason) + + for reason in lost_reasons_list: + self.append('lost_reasons', reason) + self.update_opportunity() self.update_lead() + self.save() + else: frappe.throw(_("Cannot set as Lost as Sales Order is made.")) @@ -209,7 +217,7 @@ def _make_sales_invoice(source_name, target_doc=None, ignore_permissions=False): } }, target_doc, set_missing_values, ignore_permissions=ignore_permissions) - return doclist + return doclist def _make_customer(source_name, ignore_permissions=False): quotation = frappe.db.get_value("Quotation", source_name, ["lead", "order_type", "customer"]) diff --git a/erpnext/selling/sales_common.js b/erpnext/selling/sales_common.js index c431df403a..b839d8176b 100644 --- a/erpnext/selling/sales_common.js +++ b/erpnext/selling/sales_common.js @@ -184,7 +184,7 @@ erpnext.selling.SellingController = erpnext.TransactionController.extend({ this.calculate_incentive(sales_person); refresh_field(["allocated_percentage", "allocated_amount", "commission_rate","incentives"], sales_person.name, sales_person.parentfield); - } + } }, sales_person: function(doc, cdt, cdn) { @@ -396,7 +396,7 @@ erpnext.selling.SellingController = erpnext.TransactionController.extend({ if (doc.auto_repeat) { frappe.call({ method:"frappe.desk.doctype.auto_repeat.auto_repeat.update_reference", - args:{ + args:{ docname: doc.auto_repeat, reference:doc.name }, @@ -432,3 +432,42 @@ frappe.ui.form.on(cur_frm.doctype,"project", function(frm) { } } }) + +frappe.ui.form.on(cur_frm.doctype, { + set_as_lost_dialog: function(frm) { + var dialog = new frappe.ui.Dialog({ + title: __("Set as Lost"), + fields: [ + {"fieldtype": "Table MultiSelect", + "label": __("Lost Reasons"), + "fieldname": "lost_reason", + "options": "Lost Reason Detail", + "reqd": 1}, + + {"fieldtype": "Text", "label": __("Detailed Reason"), "fieldname": "detailed_reason"}, + ], + primary_action: function() { + var values = dialog.get_values(); + var reasons = values["lost_reason"]; + var detailed_reason = values["detailed_reason"]; + + frm.call({ + doc: frm.doc, + method: 'declare_enquiry_lost', + args: { + 'lost_reasons_list': reasons, + 'detailed_reason': detailed_reason + }, + callback: function(r) { + dialog.hide(); + frm.reload_doc(); + }, + }); + refresh_field("lost_reason"); + }, + primary_action_label: __('Declare Lost') + }); + + dialog.show(); + } +})