Merge pull request #7768 from mbauskar/develop
[minor] auto close opportunity after 7 days
This commit is contained in:
commit
de7d7ba7d9
@ -245,3 +245,15 @@ def set_multiple_status(names, status):
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opp = frappe.get_doc("Opportunity", name)
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opp.status = status
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opp.save()
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def auto_close_opportunity():
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""" auto close the `Replied` Opportunities after 7 days """
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auto_close_after_days = frappe.db.get_value("Support Settings", "Support Settings", "close_opportunity_after_days") or 15
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opportunities = frappe.db.sql(""" select name from tabOpportunity where status='Replied' and
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modified<DATE_SUB(CURDATE(), INTERVAL %s DAY) """, (auto_close_after_days), as_dict=True)
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for opportunity in opportunities:
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doc = frappe.get_doc("Opportunity", opportunity.get("name"))
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doc.status = "Closed"
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doc.save(ignore_permissions=True)
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@ -164,6 +164,7 @@ scheduler_events = {
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"erpnext.stock.reorder_item.reorder_item",
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"erpnext.setup.doctype.email_digest.email_digest.send",
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"erpnext.support.doctype.issue.issue.auto_close_tickets",
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"erpnext.crm.doctype.opportunity.opportunity.auto_close_opportunity",
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"erpnext.controllers.accounts_controller.update_invoice_status",
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"erpnext.accounts.doctype.fiscal_year.fiscal_year.auto_create_fiscal_year",
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"erpnext.hr.doctype.employee.employee.send_birthday_reminders",
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@ -371,5 +371,6 @@ erpnext.patches.v7_2.update_guardian_name_in_student_master
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erpnext.patches.v7_2.update_abbr_in_salary_slips
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erpnext.patches.v7_2.rename_evaluation_criteria
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erpnext.patches.v7_2.update_party_type
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erpnext.patches.v7_2.setup_auto_close_settings
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erpnext.patches.v7_2.empty_supplied_items_for_non_subcontracted
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erpnext.patches.v7_2.arrear_leave_encashment_as_salary_component
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18
erpnext/patches/v7_2/setup_auto_close_settings.py
Normal file
18
erpnext/patches/v7_2/setup_auto_close_settings.py
Normal file
@ -0,0 +1,18 @@
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# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
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# License: GNU General Public License v3. See license.txt
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from __future__ import unicode_literals
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import frappe
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def execute():
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# update the selling settings and set the close_opportunity_after_days
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frappe.reload_doc("selling", "doctype", "selling_settings")
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frappe.db.set_value("Selling Settings", "Selling Settings", "close_opportunity_after_days", 15)
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# Auto close Replied opportunity
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frappe.db.sql("""update `tabOpportunity` set status='Closed' where status='Replied'
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and date_sub(curdate(), interval 15 Day)>modified""")
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# create Support Settings doctype and update close_issue_after_days
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frappe.reload_doc("support", "doctype", "support_settings")
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frappe.db.set_value("Support Settings", "Support Settings", "close_issue_after_days", 7)
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@ -129,7 +129,7 @@ erpnext.utils.get_contact_details = function(frm) {
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if(frm.doc["contact_person"]) {
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frappe.call({
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method: "erpnext.utilities.doctype.contact.contact.get_contact_details",
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method: "frappe.email.doctype.contact.contact.get_contact_details",
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args: {contact: frm.doc.contact_person },
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callback: function(r) {
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if(r.message)
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@ -24,7 +24,9 @@
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 1,
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"in_standard_filter": 0,
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"label": "Customer Naming By",
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"length": 0,
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"no_copy": 0,
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@ -33,6 +35,7 @@
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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@ -50,7 +53,9 @@
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 1,
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"in_standard_filter": 0,
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"label": "Campaign Naming By",
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"length": 0,
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"no_copy": 0,
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@ -59,6 +64,7 @@
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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@ -77,7 +83,9 @@
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 1,
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"in_standard_filter": 0,
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"label": "Default Customer Group",
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"length": 0,
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"no_copy": 0,
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@ -86,6 +94,7 @@
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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@ -104,7 +113,9 @@
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 1,
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"in_standard_filter": 0,
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"label": "Default Territory",
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"length": 0,
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"no_copy": 0,
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@ -113,6 +124,7 @@
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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@ -130,7 +142,9 @@
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 1,
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"in_standard_filter": 0,
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"label": "Default Price List",
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"length": 0,
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"no_copy": 0,
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@ -139,6 +153,38 @@
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"unique": 0
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},
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{
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"default": "15",
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"description": "Auto close Opportunity after 15 days",
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"fieldname": "close_opportunity_after_days",
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"fieldtype": "Int",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Close Opportunity After Days",
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"length": 0,
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"no_copy": 0,
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"permlevel": 0,
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"precision": "",
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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@ -156,13 +202,16 @@
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"length": 0,
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"no_copy": 0,
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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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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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@ -180,7 +229,9 @@
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Sales Order Required",
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"length": 0,
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"no_copy": 0,
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@ -189,6 +240,7 @@
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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@ -206,7 +258,9 @@
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Delivery Note Required",
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"length": 0,
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"no_copy": 0,
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@ -215,6 +269,7 @@
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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||||
"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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@ -232,7 +287,9 @@
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Maintain Same Rate Throughout Sales Cycle",
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"length": 0,
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"no_copy": 0,
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@ -240,6 +297,7 @@
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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@ -257,7 +315,9 @@
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Allow user to edit Price List Rate in transactions",
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"length": 0,
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"no_copy": 0,
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@ -265,6 +325,7 @@
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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||||
"search_index": 0,
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@ -282,7 +343,9 @@
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Allow Item to be added multiple times in a transaction",
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"length": 0,
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"no_copy": 0,
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@ -291,6 +354,7 @@
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"print_hide": 0,
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||||
"print_hide_if_no_value": 0,
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||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
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||||
"report_hide": 0,
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||||
"reqd": 0,
|
||||
"search_index": 0,
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@ -308,7 +372,9 @@
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"ignore_user_permissions": 0,
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||||
"ignore_xss_filter": 0,
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||||
"in_filter": 0,
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||||
"in_global_search": 0,
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||||
"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Allow multiple Sales Orders against a Customer's Purchase Order",
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"length": 0,
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||||
"no_copy": 0,
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@ -317,6 +383,7 @@
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||||
"print_hide": 0,
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||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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||||
@ -334,7 +401,9 @@
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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||||
"in_list_view": 0,
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||||
"in_standard_filter": 0,
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"label": "Validate Selling Price for Item against Purchase Rate or Valuation Rate",
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"length": 0,
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"no_copy": 0,
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@ -343,6 +412,7 @@
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"print_hide": 0,
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||||
"print_hide_if_no_value": 0,
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||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
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||||
"reqd": 0,
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||||
"search_index": 0,
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||||
@ -361,7 +431,7 @@
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"issingle": 1,
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"istable": 0,
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"max_attachments": 0,
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"modified": "2016-10-20 08:17:45.621151",
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"modified": "2017-02-17 13:06:03.520385",
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"modified_by": "Administrator",
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"module": "Selling",
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"name": "Selling Settings",
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@ -377,7 +447,6 @@
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"export": 0,
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||||
"if_owner": 0,
|
||||
"import": 0,
|
||||
"is_custom": 0,
|
||||
"permlevel": 0,
|
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"print": 1,
|
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"read": 1,
|
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@ -392,7 +461,9 @@
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||||
"quick_entry": 0,
|
||||
"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
|
||||
}
|
@ -82,8 +82,10 @@ def set_status(name, status):
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def auto_close_tickets():
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||||
""" auto close the replied support tickets after 7 days """
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auto_close_after_days = frappe.db.get_value("Support Settings", "Support Settings", "close_issue_after_days") or 7
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||||
|
||||
issues = frappe.db.sql(""" select name from tabIssue where status='Replied' and
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||||
modified<DATE_SUB(CURDATE(), INTERVAL 7 DAY) """, as_dict=True)
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||||
modified<DATE_SUB(CURDATE(), INTERVAL %s DAY) """, (auto_close_after_days), as_dict=True)
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||||
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for issue in issues:
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||||
doc = frappe.get_doc("Issue", issue.get("name"))
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||||
|
@ -0,0 +1,8 @@
|
||||
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
|
||||
|
||||
frappe.ui.form.on('Support Settings', {
|
||||
refresh: function(frm) {
|
||||
|
||||
}
|
||||
});
|
@ -0,0 +1,92 @@
|
||||
{
|
||||
"allow_copy": 0,
|
||||
"allow_import": 0,
|
||||
"allow_rename": 0,
|
||||
"beta": 0,
|
||||
"creation": "2017-02-17 13:07:35.686409",
|
||||
"custom": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "DocType",
|
||||
"document_type": "",
|
||||
"editable_grid": 1,
|
||||
"engine": "InnoDB",
|
||||
"fields": [
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"default": "7",
|
||||
"description": "Auto close Issue after 7 days",
|
||||
"fieldname": "close_issue_after_days",
|
||||
"fieldtype": "Int",
|
||||
"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": "Close Issue After Days",
|
||||
"length": 0,
|
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"no_copy": 0,
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"permlevel": 0,
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"precision": "",
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"unique": 0
|
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}
|
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],
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"hide_heading": 0,
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"idx": 0,
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"in_create": 0,
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"issingle": 1,
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"istable": 0,
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"max_attachments": 0,
|
||||
"modified": "2017-02-17 13:07:46.049536",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Support",
|
||||
"name": "Support Settings",
|
||||
"name_case": "",
|
||||
"owner": "Administrator",
|
||||
"permissions": [
|
||||
{
|
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"amend": 0,
|
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"apply_user_permissions": 0,
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||||
"read": 1,
|
||||
"report": 0,
|
||||
"role": "System 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": 1,
|
||||
"track_seen": 0
|
||||
}
|
10
erpnext/support/doctype/support_settings/support_settings.py
Normal file
10
erpnext/support/doctype/support_settings/support_settings.py
Normal file
@ -0,0 +1,10 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2015, 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 SupportSettings(Document):
|
||||
pass
|
Loading…
Reference in New Issue
Block a user