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fix: review chnages

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This commit is contained in:
Anupam 2021-08-25 16:24:46 +05:30
parent 0c6212189e
commit dfcac64b44
9 changed files with 140 additions and 60 deletions
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51
erpnext/crm/doctype/lead/lead.js
View File

@ -40,6 +40,9 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
this.frm.add_custom_button(__("Opportunity"), this.make_opportunity, __("Create"));
this.frm.add_custom_button(__("Quotation"), this.make_quotation, __("Create"));
this.frm.add_custom_button(__("Prospect"), this.make_prospect, __("Create"));
this.frm.add_custom_button(__('Add to Prospect'), function() {
cur_frm.trigger('add_lead_to_prospect')
}, __('Action'));
}
if (!this.frm.is_new()) {
@ -50,6 +53,34 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
}
}
add_lead_to_prospect () {
frappe.prompt([
{
fieldname: 'prospect',
label: __('Prospect'),
fieldtype: 'Link',
options: 'Prospect',
reqd: 1
}
],
function(data) {
frappe.call({
method: 'erpnext.crm.doctype.lead.lead.add_lead_to_prospect',
args: {
'lead': cur_frm.doc.name,
'prospect': data.prospect
},
callback: function(r) {
if (!r.exc) {
cur_frm.reload_doc();
}
},
freeze: true,
freeze_message: __('...Adding Lead to Prospect')
})
}, __('Add Lead to Prospect'), __('Add'));
}
make_customer () {
frappe.model.open_mapped_doc({
method: "erpnext.crm.doctype.lead.lead.make_customer",
@ -72,10 +103,22 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
}
make_prospect () {
frappe.model.open_mapped_doc({
method: "erpnext.crm.doctype.lead.lead.make_prospect",
frm: cur_frm
})
frappe.model.with_doctype("Prospect", function() {
let prospect = frappe.model.get_new_doc("Prospect");
prospect.company_name = cur_frm.doc.company_name;
prospect.no_of_employees = cur_frm.doc.no_of_employees;
prospect.industry = cur_frm.doc.industry;
prospect.market_segment = cur_frm.doc.market_segment;
prospect.territory = cur_frm.doc.territory;
prospect.fax = cur_frm.doc.fax;
prospect.website = cur_frm.doc.website;
prospect.prospect_owner = cur_frm.doc.lead_owner;
let lead_prospect_row = frappe.model.add_child(prospect, 'prospect_lead');
lead_prospect_row.lead = cur_frm.doc.name;
frappe.set_route("Form", "Prospect", prospect.name);
});
}
company_name () {

33
erpnext/crm/doctype/lead/lead.py
View File

@ -62,6 +62,7 @@ class Lead(SellingController):
def on_update(self):
self.add_calendar_event()
self.update_prospects()
def before_insert(self):
self.contact_doc = self.create_contact()
@ -88,6 +89,12 @@ class Lead(SellingController):
"description": ('Contact ' + cstr(self.lead_name)) + (self.contact_by and ('. By : ' + cstr(self.contact_by)) or '')
}, force)
def update_prospects(self):
prospects = frappe.get_all('Prospect Lead', filters={'lead': self.name}, fields=['parent'])
for row in prospects:
prospect = frappe.get_doc('Prospect', row.parent)
prospect.save(ignore_permissions=True)
def check_email_id_is_unique(self):
if self.email_id:
# validate email is unique
@ -262,15 +269,6 @@ def make_quotation(source_name, target_doc=None):
return target_doc
@frappe.whitelist()
def make_prospect(source_name, target_doc=None):
target_doc = get_mapped_doc("Lead", source_name,
{"Lead": {
"doctype": "Prospect",
}}, target_doc)
return target_doc
def _set_missing_values(source, target):
address = frappe.get_all('Dynamic Link', {
'link_doctype': source.doctype,
@ -363,12 +361,13 @@ def daily_open_lead():
for lead in leads:
frappe.db.set_value("Lead", lead.name, "status", "Open")
def add_prospect_link_in_communication(communication, method):
if communication.get('reference_doctype') == "Lead":
links = frappe.get_all('Prospect Lead', filters={'lead': communication.get('reference_name')}, fields=['parent', 'parenttype'])
for link in links:
communication.append('timeline_links', {
'link_doctype': link['parenttype'],
'link_name': link['parent']
@frappe.whitelist()
def add_lead_to_prospect(lead, prospect):
prospect = frappe.get_doc('Prospect', prospect)
prospect.append('prospect_lead', {
'lead': lead
})
prospect.save(ignore_permissions=True)
frappe.msgprint(_('Lead {0} has been added to prospect {1}.').format(frappe.bold(lead), frappe.bold(prospect.name)),
title=_('Lead Added'), indicator='green')

27
erpnext/crm/doctype/opportunity/opportunity.js
View File

@ -12,6 +12,14 @@ frappe.ui.form.on("Opportunity", {
'Supplier Quotation': 'Supplier Quotation'
};
frm.set_query("opportunity_from", function() {
return{
"filters": {
"name": ["in", ["Customer", "Lead", "Prospect"]],
}
}
});
if (frm.doc.opportunity_from && frm.doc.party_name){
frm.trigger('set_contact_link');
}
@ -87,9 +95,17 @@ frappe.ui.form.on("Opportunity", {
}, __('Create'));
}
frm.add_custom_button(__('Quotation'),
cur_frm.cscript.create_quotation, __('Create'));
if (frm.doc.opportunity_from != "Customer") {
frm.add_custom_button(__('Customer'),
function() {
frm.trigger("make_customer")
}, __('Create'));
}
frm.add_custom_button(__('Quotation'),
function() {
frm.trigger("create_quotation")
}, __('Create'));
}
if(!frm.doc.__islocal && frm.perm[0].write && frm.doc.docstatus==0) {
@ -187,6 +203,13 @@ erpnext.crm.Opportunity = class Opportunity extends frappe.ui.form.Controller {
frm: cur_frm
})
}
make_customer() {
frappe.model.open_mapped_doc({
method: "erpnext.crm.doctype.opportunity.opportunity.make_customer",
frm: cur_frm
})
}
};
extend_cscript(cur_frm.cscript, new erpnext.crm.Opportunity({frm: cur_frm}));

6
erpnext/crm/doctype/opportunity/opportunity.json
View File

@ -78,13 +78,13 @@
},
{
"fieldname": "opportunity_from",
"fieldtype": "Select",
"fieldtype": "Link",
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Opportunity From",
"oldfieldname": "enquiry_from",
"oldfieldtype": "Select",
"options": "\nLead\nProspect\nCustomer",
"options": "DocType",
"print_hide": 1,
"reqd": 1
},
@ -430,7 +430,7 @@
"icon": "fa fa-info-sign",
"idx": 195,
"links": [],
"modified": "2021-08-23 14:43:09.484227",
"modified": "2021-08-25 10:28:24.923543",
"modified_by": "Administrator",
"module": "CRM",
"name": "Opportunity",

20
erpnext/crm/doctype/opportunity/opportunity.py
View File

@ -265,6 +265,26 @@ def make_quotation(source_name, target_doc=None):
return doclist
@frappe.whitelist()
def make_customer(source_name, target_doc=None):
def set_missing_values(source, target):
if source.opportunity_from == "Lead":
target.lead_name = source.party_name
if source.opportunity_from == "Prospect":
target.prospect = source.party_name
doclist = get_mapped_doc("Opportunity", source_name, {
"Opportunity": {
"doctype": "Customer",
"field_map": {
"currency": "default_currency",
"customer_name": "customer_name"
}
}
}, target_doc, set_missing_values)
return doclist
@frappe.whitelist()
def make_request_for_quotation(source_name, target_doc=None):
def update_item(obj, target, source_parent):

21
erpnext/crm/doctype/prospect/prospect.js
View File

@ -19,21 +19,12 @@ frappe.ui.form.on('Prospect', {
})
}, __("Create"));
}
},
make_customer () {
console.log("Make Customer");
frappe.model.open_mapped_doc({
method: "erpnext.crm.doctype.prospect.prospect.make_customer",
frm: cur_frm
})
},
make_opportunity () {
console.log("Make Opportunity");
// frappe.model.open_mapped_doc({
// method: "erpnext.crm.doctype.lead.lead.make_opportunity",
// frm: cur_frm
// })
if (!cur_frm.is_new()) {
frappe.contacts.render_address_and_contact(cur_frm);
cur_frm.trigger('render_contact_day_html');
} else {
frappe.contacts.clear_address_and_contact(cur_frm);
}
}
});

13
erpnext/crm/doctype/prospect/prospect.py
View File

@ -6,12 +6,23 @@ from frappe.model.document import Document
from frappe.model.mapper import get_mapped_doc
class Prospect(Document):
def after_save(self):
def validate(self):
self.update_lead_details()
def on_update(self):
self.link_with_lead_contact_and_address()
def on_trash(self):
self.unlink_dynamic_links()
def update_lead_details(self):
for row in self.get('prospect_lead'):
lead = frappe.get_value('Lead', row.lead, ['lead_name', 'status', 'email_id', 'mobile_no'], as_dict=True)
row.lead_name = lead.lead_name
row.status = lead.status
row.email = lead.email_id
row.mobile_no = lead.mobile_no
def link_with_lead_contact_and_address(self):
for row in self.prospect_lead:
links = frappe.get_all('Dynamic Link', filters={'link_doctype': 'Lead', 'link_name': row.lead}, fields=['parent', 'parenttype'])

22
erpnext/crm/doctype/prospect_lead/prospect_lead.json
View File

@ -21,45 +21,41 @@
"reqd": 1
},
{
"fetch_from": "lead.lead_name",
"fetch_if_empty": 1,
"fieldname": "lead_name",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Lead Name"
"label": "Lead Name",
"read_only": 1
},
{
"fetch_from": "lead.status",
"fetch_if_empty": 1,
"fieldname": "status",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Status",
"options": "Lead\nOpen\nReplied\nOpportunity\nQuotation\nLost Quotation\nInterested\nConverted\nDo Not Contact"
"options": "Lead\nOpen\nReplied\nOpportunity\nQuotation\nLost Quotation\nInterested\nConverted\nDo Not Contact",
"read_only": 1
},
{
"fetch_from": "lead.email_id",
"fetch_if_empty": 1,
"fieldname": "email",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Email",
"options": "Email"
"options": "Email",
"read_only": 1
},
{
"fetch_from": "lead.mobile_no",
"fetch_if_empty": 1,
"fieldname": "mobile_no",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Mobile No",
"options": "Phone"
"options": "Phone",
"read_only": 1
}
],
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2021-08-20 01:58:39.387874",
"modified": "2021-08-25 12:58:24.638054",
"modified_by": "Administrator",
"module": "CRM",
"name": "Prospect Lead",

3
erpnext/hooks.py
View File

@ -249,9 +249,6 @@ doc_events = {
"on_update": [
"erpnext.support.doctype.service_level_agreement.service_level_agreement.update_hold_time",
"erpnext.support.doctype.issue.issue.set_first_response_time"
],
"after_insert": [
"erpnext.crm.doctype.lead.lead.add_prospect_link_in_communication"
]
},
("Sales Taxes and Charges Template", 'Price List'): {