Merge pull request #18715 from Alchez/v12-lead-address-contact
feat: create address and contact after lead creation (develop)
This commit is contained in:
Deepesh Garg
GitHub
commit
e0b4d33039
@ -1,4 +1,4 @@
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// Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
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// Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and Contributors
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// License: GNU General Public License v3. See license.txt
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frappe.provide("erpnext");
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@ -7,57 +7,54 @@ cur_frm.email_field = "email_id";
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erpnext.LeadController = frappe.ui.form.Controller.extend({
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setup: function () {
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this.frm.make_methods = {
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'Customer': this.make_customer,
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'Quotation': this.make_quotation,
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'Opportunity': this.create_opportunity
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}
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this.frm.fields_dict.customer.get_query = function (doc, cdt, cdn) {
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return { query: "erpnext.controllers.queries.customer_query" }
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}
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'Opportunity': this.make_opportunity
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};
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this.frm.toggle_reqd("lead_name", !this.frm.doc.organization_lead);
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},
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onload: function () {
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if (cur_frm.fields_dict.lead_owner.df.options.match(/^User/)) {
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cur_frm.fields_dict.lead_owner.get_query = function (doc, cdt, cdn) {
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return { query: "frappe.core.doctype.user.user.user_query" }
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}
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}
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this.frm.set_query("customer", function (doc, cdt, cdn) {
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return { query: "erpnext.controllers.queries.customer_query" }
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});
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if (cur_frm.fields_dict.contact_by.df.options.match(/^User/)) {
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cur_frm.fields_dict.contact_by.get_query = function (doc, cdt, cdn) {
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return { query: "frappe.core.doctype.user.user.user_query" }
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}
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}
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this.frm.set_query("lead_owner", function (doc, cdt, cdn) {
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return { query: "frappe.core.doctype.user.user.user_query" }
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});
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this.frm.set_query("contact_by", function (doc, cdt, cdn) {
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return { query: "frappe.core.doctype.user.user.user_query" }
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});
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},
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refresh: function () {
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var doc = this.frm.doc;
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let doc = this.frm.doc;
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erpnext.toggle_naming_series();
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frappe.dynamic_link = { doc: doc, fieldname: 'name', doctype: 'Lead' }
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if(!doc.__islocal && doc.__onload && !doc.__onload.is_customer) {
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this.frm.add_custom_button(__("Customer"), this.create_customer, __('Create'));
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this.frm.add_custom_button(__("Opportunity"), this.create_opportunity, __('Create'));
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this.frm.add_custom_button(__("Quotation"), this.make_quotation, __('Create'));
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if (!this.frm.is_new() && doc.__onload && !doc.__onload.is_customer) {
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this.frm.add_custom_button(__("Customer"), this.make_customer, __("Create"));
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this.frm.add_custom_button(__("Opportunity"), this.make_opportunity, __("Create"));
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this.frm.add_custom_button(__("Quotation"), this.make_quotation, __("Create"));
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}
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if (!this.frm.doc.__islocal) {
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frappe.contacts.render_address_and_contact(cur_frm);
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if (!this.frm.is_new()) {
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frappe.contacts.render_address_and_contact(this.frm);
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} else {
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frappe.contacts.clear_address_and_contact(cur_frm);
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frappe.contacts.clear_address_and_contact(this.frm);
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}
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},
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create_customer: function () {
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make_customer: function () {
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frappe.model.open_mapped_doc({
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method: "erpnext.crm.doctype.lead.lead.make_customer",
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frm: cur_frm
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})
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},
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create_opportunity: function () {
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make_opportunity: function () {
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frappe.model.open_mapped_doc({
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method: "erpnext.crm.doctype.lead.lead.make_opportunity",
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frm: cur_frm
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@ -77,7 +74,7 @@ erpnext.LeadController = frappe.ui.form.Controller.extend({
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},
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company_name: function () {
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if (this.frm.doc.organization_lead == 1) {
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if (this.frm.doc.organization_lead && !this.frm.doc.lead_name) {
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this.frm.set_value("lead_name", this.frm.doc.company_name);
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}
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},
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@ -85,7 +82,7 @@ erpnext.LeadController = frappe.ui.form.Controller.extend({
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contact_date: function () {
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if (this.frm.doc.contact_date) {
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let d = moment(this.frm.doc.contact_date);
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d.add(1, "hours");
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d.add(1, "day");
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this.frm.set_value("ends_on", d.format(frappe.defaultDatetimeFormat));
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}
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}
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@ -1,4 +1,5 @@
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{
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"actions": [],
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"allow_events_in_timeline": 1,
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"allow_import": 1,
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"autoname": "naming_series:",
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@ -16,6 +17,8 @@
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"col_break123",
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"lead_owner",
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"status",
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"salutation",
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"designation",
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"gender",
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"source",
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"customer",
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@ -28,17 +31,22 @@
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"ends_on",
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"notes_section",
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"notes",
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"contact_info",
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"address_desc",
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"address_info",
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"address_html",
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"address_title",
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"address_line1",
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"address_line2",
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"city",
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"county",
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"column_break2",
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"contact_html",
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"state",
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"country",
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"pincode",
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"contact_section",
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"phone",
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"salutation",
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"mobile_no",
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"fax",
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"website",
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"territory",
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"more_info",
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"type",
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"market_segment",
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@ -46,8 +54,11 @@
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"request_type",
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"column_break3",
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"company",
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"website",
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"territory",
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"unsubscribed",
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"blog_subscriber"
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"blog_subscriber",
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"title"
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],
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"fields": [
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{
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@ -73,7 +84,6 @@
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"set_only_once": 1
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},
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{
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"depends_on": "eval:!doc.organization_lead",
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"fieldname": "lead_name",
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"fieldtype": "Data",
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"in_global_search": 1,
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@ -130,7 +140,13 @@
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"search_index": 1
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},
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{
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"depends_on": "eval:!doc.organization_lead",
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"depends_on": "eval: doc.__islocal",
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"fieldname": "salutation",
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"fieldtype": "Link",
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"label": "Salutation",
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"options": "Salutation"
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},
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{
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"fieldname": "gender",
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"fieldtype": "Link",
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"label": "Gender",
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@ -216,40 +232,74 @@
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"fieldtype": "Text Editor",
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"label": "Notes"
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},
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{
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"collapsible": 1,
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"fieldname": "contact_info",
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"fieldtype": "Section Break",
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"label": "Address & Contact",
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"oldfieldtype": "Column Break",
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"options": "fa fa-map-marker"
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},
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{
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"depends_on": "eval:doc.__islocal",
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"fieldname": "address_desc",
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"fieldtype": "HTML",
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"label": "Address Desc",
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"print_hide": 1
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},
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{
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"fieldname": "address_html",
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"fieldtype": "HTML",
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"label": "Address HTML",
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"read_only": 1
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},
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{
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"depends_on": "eval: doc.__islocal",
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"fieldname": "address_title",
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"fieldtype": "Data",
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"label": "Address Title"
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},
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{
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"depends_on": "eval: doc.__islocal",
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"fieldname": "address_line1",
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"fieldtype": "Data",
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"label": "Address Line 1"
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},
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{
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"depends_on": "eval: doc.__islocal",
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"fieldname": "address_line2",
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"fieldtype": "Data",
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"label": "Address Line 2"
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},
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{
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"depends_on": "eval: doc.__islocal",
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"fieldname": "city",
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"fieldtype": "Data",
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"label": "City/Town"
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},
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{
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"depends_on": "eval: doc.__islocal",
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"fieldname": "county",
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"fieldtype": "Data",
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"label": "County"
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},
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{
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"depends_on": "eval: doc.__islocal",
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"fieldname": "state",
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"fieldtype": "Data",
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"label": "State"
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},
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{
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"depends_on": "eval: doc.__islocal",
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"fieldname": "country",
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"fieldtype": "Link",
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"label": "Country",
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"options": "Country"
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},
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{
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"depends_on": "eval: doc.__islocal",
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"fieldname": "pincode",
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"fieldtype": "Data",
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"label": "Postal Code",
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"options": "Country"
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},
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{
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"fieldname": "column_break2",
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"fieldtype": "Column Break"
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},
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{
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"depends_on": "eval:doc.organization_lead",
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"fieldname": "contact_html",
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"fieldtype": "HTML",
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"label": "Contact HTML",
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"read_only": 1
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},
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{
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"depends_on": "eval:!doc.organization_lead",
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"depends_on": "eval: doc.__islocal",
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"fieldname": "phone",
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"fieldtype": "Data",
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"label": "Phone",
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@ -257,14 +307,7 @@
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"oldfieldtype": "Data"
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},
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{
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"depends_on": "eval:!doc.organization_lead",
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"fieldname": "salutation",
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"fieldtype": "Link",
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"label": "Salutation",
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"options": "Salutation"
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},
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{
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"depends_on": "eval:!doc.organization_lead",
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"depends_on": "eval: doc.__islocal",
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"fieldname": "mobile_no",
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"fieldtype": "Data",
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"label": "Mobile No.",
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@ -272,29 +315,13 @@
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"oldfieldtype": "Data"
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},
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{
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"depends_on": "eval:!doc.organization_lead",
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"depends_on": "eval: doc.__islocal",
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"fieldname": "fax",
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"fieldtype": "Data",
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"label": "Fax",
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"oldfieldname": "fax",
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"oldfieldtype": "Data"
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},
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{
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"fieldname": "website",
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"fieldtype": "Data",
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"label": "Website",
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"oldfieldname": "website",
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"oldfieldtype": "Data"
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},
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{
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"fieldname": "territory",
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"fieldtype": "Link",
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"label": "Territory",
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"oldfieldname": "territory",
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"oldfieldtype": "Link",
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"options": "Territory",
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"print_hide": 1
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},
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{
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"collapsible": 1,
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"fieldname": "more_info",
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@ -350,6 +377,22 @@
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"options": "Company",
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"remember_last_selected_value": 1
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},
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{
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"fieldname": "website",
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"fieldtype": "Data",
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"label": "Website",
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"oldfieldname": "website",
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"oldfieldtype": "Data"
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},
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{
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"fieldname": "territory",
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"fieldtype": "Link",
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"label": "Territory",
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"oldfieldname": "territory",
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"oldfieldtype": "Link",
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"options": "Territory",
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"print_hide": 1
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},
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{
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"default": "0",
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"fieldname": "unsubscribed",
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@ -361,12 +404,42 @@
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"fieldname": "blog_subscriber",
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"fieldtype": "Check",
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"label": "Blog Subscriber"
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},
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{
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"fieldname": "title",
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"fieldtype": "Data",
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"hidden": 1,
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"label": "Title",
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"print_hide": 1
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},
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{
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"fieldname": "designation",
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"fieldtype": "Link",
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"label": "Designation",
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"options": "Designation"
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},
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{
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"collapsible": 1,
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"collapsible_depends_on": "eval: doc.__islocal",
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"fieldname": "address_info",
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"fieldtype": "Section Break",
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"label": "Address & Contact",
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"oldfieldtype": "Column Break",
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"options": "fa fa-map-marker"
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},
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{
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"collapsible": 1,
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"collapsible_depends_on": "eval: doc.__islocal",
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"fieldname": "contact_section",
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"fieldtype": "Section Break",
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"label": "Contact"
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}
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],
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"icon": "fa fa-user",
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"idx": 5,
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"image_field": "image",
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"modified": "2019-09-19 12:49:02.536647",
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"links": [],
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"modified": "2019-12-24 16:00:44.239168",
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"modified_by": "Administrator",
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"module": "CRM",
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"name": "Lead",
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@ -438,5 +511,5 @@
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"show_name_in_global_search": 1,
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"sort_field": "modified",
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"sort_order": "DESC",
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"title_field": "lead_name"
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"title_field": "title"
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}
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@ -2,18 +2,19 @@
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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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from frappe import _
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from frappe.utils import (cstr, validate_email_address, cint, comma_and, has_gravatar, now, getdate, nowdate)
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from frappe.model.mapper import get_mapped_doc
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from erpnext.controllers.selling_controller import SellingController
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from frappe.contacts.address_and_contact import load_address_and_contact
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import frappe
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from erpnext.accounts.party import set_taxes
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from erpnext.controllers.selling_controller import SellingController
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from frappe import _
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from frappe.contacts.address_and_contact import load_address_and_contact
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from frappe.email.inbox import link_communication_to_document
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from frappe.model.mapper import get_mapped_doc
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from frappe.utils import cint, comma_and, cstr, getdate, has_gravatar, nowdate, validate_email_address
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sender_field = "email_id"
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class Lead(SellingController):
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def get_feed(self):
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return '{0}: {1}'.format(_(self.status), self.lead_name)
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@ -23,15 +24,23 @@ class Lead(SellingController):
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self.get("__onload").is_customer = customer
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load_address_and_contact(self)
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def before_insert(self):
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self.address_doc = self.create_address()
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self.contact_doc = self.create_contact()
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def after_insert(self):
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self.update_links()
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# after the address and contact are created, flush the field values
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# to avoid inconsistent reporting in case the documents are changed
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self.flush_address_and_contact_fields()
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def validate(self):
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self.set_lead_name()
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self.set_title()
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self._prev = frappe._dict({
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"contact_date": frappe.db.get_value("Lead", self.name, "contact_date") if \
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(not cint(self.get("__islocal"))) else None,
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"ends_on": frappe.db.get_value("Lead", self.name, "ends_on") if \
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(not cint(self.get("__islocal"))) else None,
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"contact_by": frappe.db.get_value("Lead", self.name, "contact_by") if \
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(not cint(self.get("__islocal"))) else None,
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"contact_date": frappe.db.get_value("Lead", self.name, "contact_date") if (not cint(self.is_new())) else None,
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"ends_on": frappe.db.get_value("Lead", self.name, "ends_on") if (not cint(self.is_new())) else None,
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"contact_by": frappe.db.get_value("Lead", self.name, "contact_by") if (not cint(self.is_new())) else None,
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})
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self.set_status()
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@ -39,7 +48,7 @@ class Lead(SellingController):
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if self.email_id:
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if not self.flags.ignore_email_validation:
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validate_email_address(self.email_id, True)
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validate_email_address(self.email_id, throw=True)
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if self.email_id == self.lead_owner:
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frappe.throw(_("Lead Owner cannot be same as the Lead"))
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@ -53,8 +62,7 @@ class Lead(SellingController):
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if self.contact_date and getdate(self.contact_date) < getdate(nowdate()):
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frappe.throw(_("Next Contact Date cannot be in the past"))
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|
||||
if self.ends_on and self.contact_date and\
|
||||
(self.ends_on < self.contact_date):
|
||||
if self.ends_on and self.contact_date and (self.ends_on < self.contact_date):
|
||||
frappe.throw(_("Ends On date cannot be before Next Contact Date."))
|
||||
|
||||
def on_update(self):
|
||||
@ -66,23 +74,21 @@ class Lead(SellingController):
|
||||
"starts_on": self.contact_date,
|
||||
"ends_on": self.ends_on or "",
|
||||
"subject": ('Contact ' + cstr(self.lead_name)),
|
||||
"description": ('Contact ' + cstr(self.lead_name)) + \
|
||||
(self.contact_by and ('. By : ' + cstr(self.contact_by)) or '')
|
||||
"description": ('Contact ' + cstr(self.lead_name)) + (self.contact_by and ('. By : ' + cstr(self.contact_by)) or '')
|
||||
}, force)
|
||||
|
||||
def check_email_id_is_unique(self):
|
||||
if self.email_id:
|
||||
# validate email is unique
|
||||
duplicate_leads = frappe.db.sql_list("""select name from tabLead
|
||||
where email_id=%s and name!=%s""", (self.email_id, self.name))
|
||||
duplicate_leads = frappe.get_all("Lead", filters={"email_id": self.email_id, "name": ["!=", self.name]})
|
||||
duplicate_leads = [lead.name for lead in duplicate_leads]
|
||||
|
||||
if duplicate_leads:
|
||||
frappe.throw(_("Email Address must be unique, already exists for {0}")
|
||||
.format(comma_and(duplicate_leads)), frappe.DuplicateEntryError)
|
||||
|
||||
def on_trash(self):
|
||||
frappe.db.sql("""update `tabIssue` set lead='' where lead=%s""",
|
||||
self.name)
|
||||
frappe.db.sql("""update `tabIssue` set lead='' where lead=%s""", self.name)
|
||||
|
||||
self.delete_events()
|
||||
|
||||
@ -115,10 +121,101 @@ class Lead(SellingController):
|
||||
|
||||
self.lead_name = self.company_name
|
||||
|
||||
def set_title(self):
|
||||
if self.organization_lead:
|
||||
self.title = self.company_name
|
||||
else:
|
||||
self.title = self.lead_name
|
||||
|
||||
def create_address(self):
|
||||
address_fields = ["address_title", "address_line1", "address_line2",
|
||||
"city", "county", "state", "country", "pincode"]
|
||||
info_fields = ["email_id", "phone", "fax"]
|
||||
|
||||
# do not create an address if no fields are available,
|
||||
# skipping country since the system auto-sets it from system defaults
|
||||
if not any([self.get(field) for field in address_fields if field != "country"]):
|
||||
return
|
||||
|
||||
address = frappe.new_doc("Address")
|
||||
address.update({addr_field: self.get(addr_field) for addr_field in address_fields})
|
||||
address.update({info_field: self.get(info_field) for info_field in info_fields})
|
||||
address.insert()
|
||||
|
||||
return address
|
||||
|
||||
def create_contact(self):
|
||||
if not self.lead_name:
|
||||
self.set_lead_name()
|
||||
|
||||
names = self.lead_name.split(" ")
|
||||
if len(names) > 1:
|
||||
first_name, last_name = names[0], " ".join(names[1:])
|
||||
else:
|
||||
first_name, last_name = self.lead_name, None
|
||||
|
||||
contact = frappe.new_doc("Contact")
|
||||
contact.update({
|
||||
"first_name": first_name,
|
||||
"last_name": last_name,
|
||||
"salutation": self.salutation,
|
||||
"gender": self.gender,
|
||||
"designation": self.designation,
|
||||
})
|
||||
|
||||
if self.email_id:
|
||||
contact.append("email_ids", {
|
||||
"email_id": self.email_id,
|
||||
"is_primary": 1
|
||||
})
|
||||
|
||||
if self.phone:
|
||||
contact.append("phone_nos", {
|
||||
"phone": self.phone,
|
||||
"is_primary": 1
|
||||
})
|
||||
|
||||
if self.mobile_no:
|
||||
contact.append("phone_nos", {
|
||||
"phone": self.mobile_no
|
||||
})
|
||||
|
||||
contact.insert()
|
||||
|
||||
return contact
|
||||
|
||||
def update_links(self):
|
||||
# update address links
|
||||
if self.address_doc:
|
||||
self.address_doc.append("links", {
|
||||
"link_doctype": "Lead",
|
||||
"link_name": self.name,
|
||||
"link_title": self.lead_name
|
||||
})
|
||||
self.address_doc.save()
|
||||
|
||||
# update contact links
|
||||
if self.contact_doc:
|
||||
self.contact_doc.append("links", {
|
||||
"link_doctype": "Lead",
|
||||
"link_name": self.name,
|
||||
"link_title": self.lead_name
|
||||
})
|
||||
self.contact_doc.save()
|
||||
|
||||
def flush_address_and_contact_fields(self):
|
||||
fields = ['address_line1', 'address_line2', 'address_title',
|
||||
'city', 'county', 'country', 'fax', 'pincode', 'state']
|
||||
|
||||
for field in fields:
|
||||
self.set(field, None)
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def make_customer(source_name, target_doc=None):
|
||||
return _make_customer(source_name, target_doc)
|
||||
|
||||
|
||||
def _make_customer(source_name, target_doc=None, ignore_permissions=False):
|
||||
def set_missing_values(source, target):
|
||||
if source.company_name:
|
||||
@ -143,6 +240,7 @@ def _make_customer(source_name, target_doc=None, ignore_permissions=False):
|
||||
|
||||
return doclist
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def make_opportunity(source_name, target_doc=None):
|
||||
def set_missing_values(source, target):
|
||||
@ -164,6 +262,7 @@ def make_opportunity(source_name, target_doc=None):
|
||||
|
||||
return target_doc
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def make_quotation(source_name, target_doc=None):
|
||||
def set_missing_values(source, target):
|
||||
@ -205,7 +304,8 @@ def _set_missing_values(source, target):
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_lead_details(lead, posting_date=None, company=None):
|
||||
if not lead: return {}
|
||||
if not lead:
|
||||
return {}
|
||||
|
||||
from erpnext.accounts.party import set_address_details
|
||||
out = frappe._dict()
|
||||
@ -231,6 +331,7 @@ def get_lead_details(lead, posting_date=None, company=None):
|
||||
|
||||
return out
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def make_lead_from_communication(communication, ignore_communication_links=False):
|
||||
""" raise a issue from email """
|
||||
@ -267,4 +368,4 @@ def get_lead_with_phone_number(number):
|
||||
|
||||
lead = leads[0].name if leads else None
|
||||
|
||||
return lead
|
||||
return lead
|
||||
|
||||
@ -651,3 +651,4 @@ erpnext.patches.v12_0.update_price_or_product_discount
|
||||
erpnext.patches.v12_0.set_production_capacity_in_workstation
|
||||
erpnext.patches.v12_0.set_against_blanket_order_in_sales_and_purchase_order
|
||||
erpnext.patches.v12_0.set_cost_center_in_child_table_of_expense_claim
|
||||
erpnext.patches.v12_0.set_lead_title_field
|
||||
|
||||
11
erpnext/patches/v12_0/set_lead_title_field.py
Normal file
11
erpnext/patches/v12_0/set_lead_title_field.py
Normal file
@ -0,0 +1,11 @@
|
||||
import frappe
|
||||
|
||||
|
||||
def execute():
|
||||
frappe.reload_doc("crm", "doctype", "lead")
|
||||
frappe.db.sql("""
|
||||
UPDATE
|
||||
`tabLead`
|
||||
SET
|
||||
title = IF(organization_lead = 1, company_name, lead_name)
|
||||
""")
|
||||
Loading…
x
Reference in New Issue
Block a user