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feat(customer): add button to quick-create sales order and quotation (#37320)

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* feat(customer): add button to quick-create sales order and quotation

* fix: create buttons in customer

* refactor: don't repeat yourself

---------

Co-authored-by: barredterra <14891507+barredterra@users.noreply.github.com>
This commit is contained in:
David Arnold 2023-11-13 09:49:22 +01:00 committed by GitHub
parent 4a111f7362
commit ea7565889f
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1 changed files with 28 additions and 13 deletions
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41
erpnext/selling/doctype/customer/customer.js
View File

@ -3,17 +3,32 @@
frappe.ui.form.on("Customer", { frappe.ui.form.on("Customer", {
setup: function(frm) { setup: function(frm) {
frm.custom_make_buttons = {
"Opportunity": "Opportunity",
"Quotation": "Quotation",
"Sales Order": "Sales Order",
"Pricing Rule": "Pricing Rule",
};
frm.make_methods = { frm.make_methods = {
'Quotation': () => frappe.model.open_mapped_doc({ "Quotation": () =>
method: "erpnext.selling.doctype.customer.customer.make_quotation", frappe.model.open_mapped_doc({
frm: cur_frm method: "erpnext.selling.doctype.customer.customer.make_quotation",
}), frm: frm,
'Opportunity': () => frappe.model.open_mapped_doc({ }),
method: "erpnext.selling.doctype.customer.customer.make_opportunity", "Sales Order": () =>
frm: cur_frm frappe.model.with_doctype("Sales Order", function () {
}) var so = frappe.model.get_new_doc("Sales Order");
} so.customer = frm.doc.name; // Set the current customer as the SO customer
frappe.set_route("Form", "Sales Order", so.name);
}),
"Opportunity": () =>
frappe.model.open_mapped_doc({
method: "erpnext.selling.doctype.customer.customer.make_opportunity",
frm: frm,
}),
"Pricing Rule": () =>
erpnext.utils.make_pricing_rule(frm.doc.doctype, frm.doc.name),
};
frm.add_fetch('lead_name', 'company_name', 'customer_name'); frm.add_fetch('lead_name', 'company_name', 'customer_name');
frm.add_fetch('default_sales_partner','commission_rate','default_commission_rate'); frm.add_fetch('default_sales_partner','commission_rate','default_commission_rate');
@ -146,9 +161,9 @@ frappe.ui.form.on("Customer", {
{party_type: 'Customer', party: frm.doc.name, party_name: frm.doc.customer_name}); {party_type: 'Customer', party: frm.doc.name, party_name: frm.doc.customer_name});
}, __('View')); }, __('View'));
frm.add_custom_button(__('Pricing Rule'), function () { for (const doctype in frm.make_methods) {
erpnext.utils.make_pricing_rule(frm.doc.doctype, frm.doc.name); frm.add_custom_button(__(doctype), frm.make_methods[doctype], __("Create"));
}, __('Create')); }
frm.add_custom_button(__('Get Customer Group Details'), function () { frm.add_custom_button(__('Get Customer Group Details'), function () {
frm.trigger("get_customer_group_details"); frm.trigger("get_customer_group_details");