projects: milestones have events, tasks have events with better description
This commit is contained in:
Rushabh Mehta
parent
6252c13ec8
commit
df196c12a9
@ -8,11 +8,11 @@
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU General Public License for more details.
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#
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# You should have received a copy of the GNU General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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# Please edit this list and import only required elements
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import webnotes
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@ -34,59 +34,78 @@ convert_to_lists = webnotes.conn.convert_to_lists
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class DocType:
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def __init__(self, doc, doclist=[]):
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self.doc = doc
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self.doclist = doclist
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# Get Customer Details along with its primary contact details
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# ==============================================================
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def get_customer_details(self):
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details =sql("select address, territory, customer_group,customer_name from `tabCustomer` where name=%s and docstatus!=2",(self.doc.customer),as_dict=1)
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if details:
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ret = {
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'customer_address' : details and details[0]['address'] or '',
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'territory' : details and details[0]['territory'] or '',
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'customer_group' : details and details[0]['customer_group'] or '',
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'customer_name' : details and details[0]['customer_name'] or ''
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}
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#get primary contact details(this is done separately coz. , if join query used & no primary contact thn it would not be able to fetch customer details)
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contact_det = sql("select contact_name, phone, email_id from `tabContact` where customer_name='%s' and is_customer=1 and is_primary_contact=1 and docstatus!=2" %(self.doc.customer), as_dict = 1)
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ret['contact_person'] = contact_det and contact_det[0]['contact_name'] or ''
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ret['contact_no'] = contact_det and contact_det[0]['phone'] or ''
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ret['email_id'] = contact_det and contact_det[0]['email_id'] or ''
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return ret
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else:
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msgprint("Customer : %s does not exist in system." % (self.doc.customer))
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raise Exception
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# Get customer's contact person details
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# ==============================================================
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def get_contact_details(self):
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contact = sql("select contact_no, email_id from `tabContact` where contact_name = '%s' and customer_name = '%s' and docstatus != 2" %(self.doc,contact_person,self.doc.customer), as_dict=1)
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if contact:
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ret = {
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'contact_no' : contact and contact[0]['contact_no'] or '',
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'email_id' : contact and contact[0]['email_id'] or ''
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}
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return ret
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else:
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msgprint("Contact Person : %s does not exist in the system." % (self.doc,contact_person))
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raise Exception
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#calculate gross profit
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#=============================================
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def get_gross_profit(self):
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pft, per_pft =0, 0
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pft = flt(self.doc.project_value) - flt(self.doc.est_material_cost)
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#if pft > 0:
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per_pft = (flt(pft) / flt(self.doc.project_value)) * 100
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ret = {'gross_margin_value': pft, 'per_gross_margin': per_pft}
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return ret
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# validate
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#================================================
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def validate(self):
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if self.doc.project_start_date and self.doc.completion_date:
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if getdate(self.doc.completion_date) < getdate(self.doc.project_start_date):
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msgprint("Expected Completion Date can not be less than Project Start Date")
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raise Exception
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def __init__(self, doc, doclist=[]):
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self.doc = doc
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self.doclist = doclist
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# Get Customer Details along with its primary contact details
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# ==============================================================
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def get_customer_details(self):
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details =sql("select address, territory, customer_group,customer_name from `tabCustomer` where name=%s and docstatus!=2",(self.doc.customer),as_dict=1)
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if details:
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ret = {
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'customer_address' : details and details[0]['address'] or '',
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'territory' : details and details[0]['territory'] or '',
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'customer_group' : details and details[0]['customer_group'] or '',
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'customer_name' : details and details[0]['customer_name'] or ''
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}
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#get primary contact details(this is done separately coz. , if join query used & no primary contact thn it would not be able to fetch customer details)
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contact_det = sql("select contact_name, phone, email_id from `tabContact` where customer_name='%s' and is_customer=1 and is_primary_contact=1 and docstatus!=2" %(self.doc.customer), as_dict = 1)
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ret['contact_person'] = contact_det and contact_det[0]['contact_name'] or ''
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ret['contact_no'] = contact_det and contact_det[0]['phone'] or ''
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ret['email_id'] = contact_det and contact_det[0]['email_id'] or ''
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return ret
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else:
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msgprint("Customer : %s does not exist in system." % (self.doc.customer))
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raise Exception
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# Get customer's contact person details
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# ==============================================================
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def get_contact_details(self):
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contact = sql("select contact_no, email_id from `tabContact` where contact_name = '%s' and customer_name = '%s' and docstatus != 2" %(self.doc,contact_person,self.doc.customer), as_dict=1)
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if contact:
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ret = {
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'contact_no' : contact and contact[0]['contact_no'] or '',
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'email_id' : contact and contact[0]['email_id'] or ''
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}
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return ret
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else:
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msgprint("Contact Person : %s does not exist in the system." % (self.doc,contact_person))
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raise Exception
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#calculate gross profit
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#=============================================
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def get_gross_profit(self):
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pft, per_pft =0, 0
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pft = flt(self.doc.project_value) - flt(self.doc.est_material_cost)
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#if pft > 0:
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per_pft = (flt(pft) / flt(self.doc.project_value)) * 100
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ret = {'gross_margin_value': pft, 'per_gross_margin': per_pft}
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return ret
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# validate
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#================================================
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def validate(self):
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if self.doc.project_start_date and self.doc.completion_date:
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if getdate(self.doc.completion_date) < getdate(self.doc.project_start_date):
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msgprint("Expected Completion Date can not be less than Project Start Date")
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raise Exception
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def on_update(self):
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# update milestones
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webnotes.conn.sql("""delete from tabEvent where ref_type='Project' and ref_name=%s""",
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self.doc.name)
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for d in self.doclist:
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if d.doctype=='Project Milestone' and d.docstatus!=2:
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self.add_calendar_event(d.milestone, d.milestone_date)
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def add_calendar_event(self, milestone, date):
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""" Add calendar event for task in calendar of Allocated person"""
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event = Document('Event')
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event.description = milestone + ' for ' + self.doc.name
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event.event_date = date
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event.event_hour = '10:00'
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event.event_type = 'Public'
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event.ref_type = 'Project'
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event.ref_name = self.doc.name
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event.save(1)
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@ -3,9 +3,9 @@
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# These values are common in all dictionaries
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{
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'creation': '2012-03-27 14:36:05',
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'creation': '2012-05-03 18:41:42',
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'docstatus': 0,
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'modified': '2012-03-27 14:36:05',
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'modified': '2012-08-07 15:48:47',
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'modified_by': u'Administrator',
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'owner': u'Administrator'
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},
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@ -29,7 +29,7 @@
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'show_in_menu': 0,
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'subject': u' ',
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'tag_fields': u'status',
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'version': 33
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'version': 1
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},
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# These values are common for all DocField
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@ -43,12 +43,17 @@
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# These values are common for all DocPerm
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{
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'cancel': 1,
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'create': 1,
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'doctype': u'DocPerm',
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'name': '__common__',
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'parent': u'Project',
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'parentfield': u'permissions',
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'parenttype': u'DocType',
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'read': 1
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'permlevel': 0,
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'read': 1,
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'role': u'Projects User',
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'write': 1
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},
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# DocType, Project
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@ -59,33 +64,7 @@
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# DocPerm
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{
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'amend': 0,
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'cancel': 1,
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'create': 1,
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'doctype': u'DocPerm',
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'permlevel': 0,
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'role': u'All',
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'submit': 0,
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'write': 1
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},
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# DocPerm
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{
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'amend': 0,
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'cancel': 1,
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'create': 1,
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'doctype': u'DocPerm',
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'permlevel': 0,
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'role': u'Projects User',
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'submit': 0,
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'write': 1
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},
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# DocPerm
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{
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'doctype': u'DocPerm',
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'permlevel': 1,
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'role': u'All'
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'doctype': u'DocPerm'
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},
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# DocField
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@ -100,6 +79,15 @@
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'permlevel': 0
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},
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# DocField
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{
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'doctype': u'DocField',
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'fieldname': u'cb_project_status',
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'fieldtype': u'Column Break',
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'label': u'Status',
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'permlevel': 0
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},
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# DocField
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{
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'description': u'Project will get saved and will be searchable with project name given',
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@ -163,71 +151,10 @@
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# DocField
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{
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'doctype': u'DocField',
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'fieldname': u'project_value',
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'fieldtype': u'Currency',
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'label': u'Project Value',
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'no_copy': 0,
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'oldfieldname': u'project_value',
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'oldfieldtype': u'Currency',
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'permlevel': 0,
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'reqd': 1,
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'search_index': 0,
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'trigger': u'Client'
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},
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# DocField
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{
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'doctype': u'DocField',
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'fieldname': u'gross_margin_value',
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'fieldtype': u'Currency',
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'label': u'Gross Margin Value',
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'no_copy': 0,
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'oldfieldname': u'gross_margin_value',
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'oldfieldtype': u'Currency',
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'permlevel': 0,
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'reqd': 1,
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'search_index': 0
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},
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# DocField
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{
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'doctype': u'DocField',
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'fieldname': u'per_gross_margin',
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'fieldtype': u'Currency',
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'label': u'Gross Margin %',
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'no_copy': 0,
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'oldfieldname': u'per_gross_margin',
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'oldfieldtype': u'Currency',
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'permlevel': 0,
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'reqd': 1,
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'search_index': 0
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},
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# DocField
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{
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'doctype': u'DocField',
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'fieldname': u'est_material_cost',
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'fieldtype': u'Currency',
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'label': u'Estimated Material Cost',
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'no_copy': 0,
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'oldfieldname': u'est_material_cost',
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'oldfieldtype': u'Currency',
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'permlevel': 0,
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'search_index': 0,
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'trigger': u'Client'
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},
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# DocField
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{
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'doctype': u'DocField',
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'fieldname': u'project_type',
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'fieldtype': u'Data',
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'label': u'Project Type',
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'no_copy': 0,
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'oldfieldname': u'project_type',
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'oldfieldtype': u'Data',
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'permlevel': 0,
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'search_index': 0
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'fieldname': u'cb_project_dates',
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'fieldtype': u'Column Break',
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'label': u'Dates',
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'permlevel': 0
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},
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# DocField
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@ -273,51 +200,41 @@
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# DocField
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{
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'doctype': u'DocField',
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'fieldname': u'amended_from',
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'fieldtype': u'Data',
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'hidden': 1,
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'label': u'Amended From',
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'no_copy': 1,
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'oldfieldname': u'amended_from',
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'fieldname': u'project_type',
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'fieldtype': u'Select',
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'label': u'Project Type',
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'no_copy': 0,
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'oldfieldname': u'project_type',
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'oldfieldtype': u'Data',
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'permlevel': 1,
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'print_hide': 0,
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'options': u'Internal\nExternal\nOther',
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'permlevel': 0,
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'search_index': 0
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},
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# DocField
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{
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'colour': u'White:FFF',
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'description': u'Important dates and commitments in your project life cycle',
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'doctype': u'DocField',
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'fieldname': u'amemdment_date',
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'fieldtype': u'Date',
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'hidden': 1,
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'label': u'Amemdment Date',
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'no_copy': 1,
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'oldfieldname': u'amemdment_date',
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'oldfieldtype': u'Date',
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'permlevel': 1,
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'search_index': 0
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},
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# DocField
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{
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'doctype': u'DocField',
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'fieldname': u'project_details',
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'fieldname': u'sb_milestones',
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'fieldtype': u'Section Break',
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'label': u'Project Details',
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'label': u'Milestones',
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'oldfieldtype': u'Section Break',
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'options': u'Simple',
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'permlevel': 0
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},
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# DocField
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{
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'doctype': u'DocField',
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'fieldname': u'column_break0',
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'fieldtype': u'Column Break',
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'oldfieldtype': u'Column Break',
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'fieldname': u'project_milestones',
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'fieldtype': u'Table',
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'label': u'Project Milestones',
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'no_copy': 0,
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'oldfieldname': u'project_milestones',
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'oldfieldtype': u'Table',
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'options': u'Project Milestone',
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'permlevel': 0,
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'width': u'50%'
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'search_index': 0
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},
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# DocField
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@ -325,6 +242,7 @@
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'doctype': u'DocField',
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'fieldname': u'section_break0',
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'fieldtype': u'Section Break',
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'label': u'Project Details',
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'oldfieldtype': u'Section Break',
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'options': u'Simple',
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'permlevel': 0
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@ -343,6 +261,85 @@
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'search_index': 0
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},
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# DocField
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{
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'doctype': u'DocField',
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'fieldname': u'project_details',
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'fieldtype': u'Section Break',
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'label': u'Project Costing',
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'oldfieldtype': u'Section Break',
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'options': u'Simple',
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'permlevel': 0
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},
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# DocField
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{
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'doctype': u'DocField',
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'fieldname': u'project_value',
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'fieldtype': u'Currency',
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'label': u'Project Value',
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'no_copy': 0,
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'oldfieldname': u'project_value',
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'oldfieldtype': u'Currency',
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'permlevel': 0,
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'reqd': 1,
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'search_index': 0,
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'trigger': u'Client'
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},
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# DocField
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{
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'doctype': u'DocField',
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'fieldname': u'est_material_cost',
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'fieldtype': u'Currency',
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'label': u'Estimated Material Cost',
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'no_copy': 0,
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'oldfieldname': u'est_material_cost',
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'oldfieldtype': u'Currency',
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'permlevel': 0,
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'search_index': 0,
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'trigger': u'Client'
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},
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# DocField
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{
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'doctype': u'DocField',
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'fieldname': u'column_break0',
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'fieldtype': u'Column Break',
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'label': u'Margin',
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'oldfieldtype': u'Column Break',
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'permlevel': 0,
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'width': u'50%'
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},
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# DocField
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{
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'doctype': u'DocField',
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'fieldname': u'gross_margin_value',
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'fieldtype': u'Currency',
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'label': u'Gross Margin Value',
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'no_copy': 0,
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'oldfieldname': u'gross_margin_value',
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'oldfieldtype': u'Currency',
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'permlevel': 0,
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'reqd': 1,
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'search_index': 0
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},
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# DocField
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{
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'doctype': u'DocField',
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'fieldname': u'per_gross_margin',
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'fieldtype': u'Currency',
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'label': u'Gross Margin %',
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'no_copy': 0,
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'oldfieldname': u'per_gross_margin',
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'oldfieldtype': u'Currency',
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'permlevel': 0,
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'reqd': 1,
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'search_index': 0
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},
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# DocField
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{
|
||||
'doctype': u'DocField',
|
||||
@ -474,32 +471,6 @@
|
||||
'search_index': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': u'White:FFF',
|
||||
'description': u'Important dates and commitments in your project life cycle',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'milestones',
|
||||
'fieldtype': u'Section Break',
|
||||
'label': u'Milestones',
|
||||
'oldfieldtype': u'Section Break',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'project_milestones',
|
||||
'fieldtype': u'Table',
|
||||
'label': u'Project Milestones',
|
||||
'no_copy': 0,
|
||||
'oldfieldname': u'project_milestones',
|
||||
'oldfieldtype': u'Table',
|
||||
'options': u'Project Milestone',
|
||||
'permlevel': 0,
|
||||
'search_index': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': u'DocField',
|
||||
@ -517,12 +488,15 @@
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': u'White:FFF',
|
||||
'doctype': u'DocField',
|
||||
'fieldname': u'file_list',
|
||||
'fieldtype': u'Small Text',
|
||||
'hidden': 1,
|
||||
'label': u'File List',
|
||||
'no_copy': 1,
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'search_index': 0
|
||||
}
|
||||
]
|
||||
@ -216,7 +216,7 @@ class DocType:
|
||||
""" Add calendar event for task in calendar of Allocated person"""
|
||||
event = Document('Event')
|
||||
event.owner = self.doc.allocated_to
|
||||
event.description = self.doc.name
|
||||
event.description = self.doc.subject
|
||||
event.event_date = self.doc.exp_start_date and self.doc.exp_start_date or ''
|
||||
event.event_hour = self.doc.event_hour and self.doc.event_hour or '10:00'
|
||||
event.event_type = 'Private'
|
||||
|
||||
Loading…
Reference in New Issue
Block a user