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Merge pull request #6366 from rohitwaghchaure/opportunity_enhancement

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[Enhancement] Make supplier quotation from opportunity
This commit is contained in:
Nabin Hait 2016-09-15 17:18:51 +05:30 committed by GitHub
commit f3fd2ce382
3 changed files with 173 additions and 13 deletions
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123
erpnext/buying/doctype/supplier_quotation/supplier_quotation.json
View File

@ -15,6 +15,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "supplier_section",
"fieldtype": "Section Break",
"hidden": 0,
@ -40,6 +41,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "{supplier_name}",
"fieldname": "title",
"fieldtype": "Data",
@ -66,6 +68,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "naming_series",
"fieldtype": "Select",
"hidden": 0,
@ -93,6 +96,7 @@
"allow_on_submit": 0,
"bold": 1,
"collapsible": 0,
"columns": 0,
"description": "",
"fieldname": "supplier",
"fieldtype": "Link",
@ -121,6 +125,7 @@
"allow_on_submit": 0,
"bold": 1,
"collapsible": 0,
"columns": 0,
"fieldname": "supplier_name",
"fieldtype": "Data",
"hidden": 0,
@ -145,6 +150,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break1",
"fieldtype": "Column Break",
"hidden": 0,
@ -171,6 +177,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "Today",
"fieldname": "transaction_date",
"fieldtype": "Date",
@ -198,6 +205,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "amended_from",
"fieldtype": "Link",
"hidden": 1,
@ -225,6 +233,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"description": "",
"fieldname": "company",
"fieldtype": "Link",
@ -253,6 +262,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 1,
"columns": 0,
"fieldname": "address_section",
"fieldtype": "Section Break",
"hidden": 0,
@ -278,6 +288,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "supplier_address",
"fieldtype": "Link",
"hidden": 0,
@ -303,6 +314,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "contact_person",
"fieldtype": "Link",
"hidden": 0,
@ -328,6 +340,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "address_display",
"fieldtype": "Small Text",
"hidden": 0,
@ -352,6 +365,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "contact_display",
"fieldtype": "Small Text",
"hidden": 0,
@ -376,6 +390,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "contact_mobile",
"fieldtype": "Small Text",
"hidden": 0,
@ -400,6 +415,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "contact_email",
"fieldtype": "Data",
"hidden": 0,
@ -425,6 +441,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 1,
"columns": 0,
"fieldname": "currency_and_price_list",
"fieldtype": "Section Break",
"hidden": 0,
@ -450,6 +467,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "currency",
"fieldtype": "Link",
"hidden": 0,
@ -477,6 +495,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"description": "",
"fieldname": "conversion_rate",
"fieldtype": "Float",
@ -505,6 +524,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "cb_price_list",
"fieldtype": "Column Break",
"hidden": 0,
@ -530,6 +550,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "buying_price_list",
"fieldtype": "Link",
"hidden": 0,
@ -555,6 +576,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "buying_price_list",
"fieldname": "price_list_currency",
"fieldtype": "Link",
@ -581,6 +603,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "buying_price_list",
"fieldname": "plc_conversion_rate",
"fieldtype": "Float",
@ -607,6 +630,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "ignore_pricing_rule",
"fieldtype": "Check",
"hidden": 0,
@ -631,6 +655,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "items_section",
"fieldtype": "Section Break",
"hidden": 0,
@ -657,6 +682,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "items",
"fieldtype": "Table",
"hidden": 0,
@ -684,6 +710,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "section_break_22",
"fieldtype": "Section Break",
"hidden": 0,
@ -707,6 +734,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "base_total",
"fieldtype": "Currency",
"hidden": 0,
@ -733,6 +761,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "base_net_total",
"fieldtype": "Currency",
"hidden": 0,
@ -760,6 +789,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_24",
"fieldtype": "Column Break",
"hidden": 0,
@ -783,6 +813,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "total",
"fieldtype": "Currency",
"hidden": 0,
@ -809,6 +840,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "net_total",
"fieldtype": "Currency",
"hidden": 0,
@ -836,6 +868,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "taxes_section",
"fieldtype": "Section Break",
"hidden": 0,
@ -862,6 +895,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"description": "",
"fieldname": "taxes_and_charges",
"fieldtype": "Link",
@ -890,6 +924,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "taxes",
"fieldtype": "Table",
"hidden": 0,
@ -917,6 +952,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "other_charges_calculation",
"fieldtype": "HTML",
"hidden": 0,
@ -942,6 +978,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "totals",
"fieldtype": "Section Break",
"hidden": 0,
@ -968,6 +1005,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "base_taxes_and_charges_added",
"fieldtype": "Currency",
"hidden": 0,
@ -995,6 +1033,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "base_taxes_and_charges_deducted",
"fieldtype": "Currency",
"hidden": 0,
@ -1022,6 +1061,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "base_total_taxes_and_charges",
"fieldtype": "Currency",
"hidden": 0,
@ -1049,6 +1089,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_37",
"fieldtype": "Column Break",
"hidden": 0,
@ -1073,6 +1114,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "taxes_and_charges_added",
"fieldtype": "Currency",
"hidden": 0,
@ -1100,6 +1142,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "taxes_and_charges_deducted",
"fieldtype": "Currency",
"hidden": 0,
@ -1127,6 +1170,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "total_taxes_and_charges",
"fieldtype": "Currency",
"hidden": 0,
@ -1154,6 +1198,7 @@
"bold": 0,
"collapsible": 1,
"collapsible_depends_on": "discount_amount",
"columns": 0,
"fieldname": "section_break_41",
"fieldtype": "Section Break",
"hidden": 0,
@ -1179,6 +1224,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "Grand Total",
"fieldname": "apply_discount_on",
"fieldtype": "Select",
@ -1206,6 +1252,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "base_discount_amount",
"fieldtype": "Currency",
"hidden": 0,
@ -1232,6 +1279,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_43",
"fieldtype": "Column Break",
"hidden": 0,
@ -1256,6 +1304,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "additional_discount_percentage",
"fieldtype": "Float",
"hidden": 0,
@ -1281,6 +1330,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "discount_amount",
"fieldtype": "Currency",
"hidden": 0,
@ -1307,6 +1357,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "section_break_46",
"fieldtype": "Section Break",
"hidden": 0,
@ -1331,6 +1382,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "base_grand_total",
"fieldtype": "Currency",
"hidden": 0,
@ -1358,6 +1410,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"description": "",
"fieldname": "base_in_words",
"fieldtype": "Data",
@ -1385,6 +1438,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "base_rounded_total",
"fieldtype": "Currency",
"hidden": 0,
@ -1412,6 +1466,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break4",
"fieldtype": "Column Break",
"hidden": 0,
@ -1436,6 +1491,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "grand_total",
"fieldtype": "Currency",
"hidden": 0,
@ -1463,6 +1519,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "in_words",
"fieldtype": "Data",
"hidden": 0,
@ -1490,6 +1547,7 @@
"bold": 0,
"collapsible": 1,
"collapsible_depends_on": "terms",
"columns": 0,
"fieldname": "terms_section_break",
"fieldtype": "Section Break",
"hidden": 0,
@ -1516,6 +1574,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "tc_name",
"fieldtype": "Link",
"hidden": 0,
@ -1543,6 +1602,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "terms",
"fieldtype": "Text Editor",
"hidden": 0,
@ -1569,6 +1629,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 1,
"columns": 0,
"fieldname": "printing_settings",
"fieldtype": "Section Break",
"hidden": 0,
@ -1594,6 +1655,7 @@
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "select_print_heading",
"fieldtype": "Link",
"hidden": 0,
@ -1621,6 +1683,7 @@
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "letter_head",
"fieldtype": "Link",
"hidden": 0,
@ -1648,6 +1711,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "language",
"fieldtype": "Data",
"hidden": 0,
@ -1673,6 +1737,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 1,
"columns": 0,
"fieldname": "more_info",
"fieldtype": "Section Break",
"hidden": 0,
@ -1699,6 +1764,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "status",
"fieldtype": "Select",
"hidden": 0,
@ -1726,6 +1792,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_57",
"fieldtype": "Column Break",
"hidden": 0,
@ -1749,6 +1816,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "No",
"fieldname": "is_subcontracted",
"fieldtype": "Select",
@ -1770,6 +1838,59 @@
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "reference",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Reference",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "opportunity",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Opportunity",
"length": 0,
"no_copy": 1,
"options": "Opportunity",
"permlevel": 0,
"precision": "",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
}
],
"hide_heading": 0,
@ -1784,7 +1905,7 @@
"istable": 0,
"max_attachments": 0,
"menu_index": 0,
"modified": "2016-07-08 06:48:04.162164",
"modified": "2016-09-14 05:48:17.443848",
"modified_by": "Administrator",
"module": "Buying",
"name": "Supplier Quotation",

42
erpnext/crm/doctype/opportunity/opportunity.js
View File

@ -8,16 +8,47 @@ frappe.ui.form.on("Opportunity", {
customer: function(frm) {
erpnext.utils.get_party_details(frm);
},
customer_address: function(frm, cdt, cdn) {
erpnext.utils.get_address_display(frm, 'customer_address', 'address_display', false);
},
contact_person: erpnext.utils.get_contact_details,
enquiry_from: function(frm) {
frm.toggle_reqd("lead", frm.doc.enquiry_from==="Lead");
frm.toggle_reqd("customer", frm.doc.enquiry_from==="Customer");
},
refresh: function(frm) {
var doc = frm.doc;
frm.events.enquiry_from(frm);
if(doc.status!=="Lost") {
if(doc.with_items){
frm.add_custom_button(__('Supplier Quotation'),
function() {
frm.trigger("make_supplier_quotation")
}, __("Make"));
frm.add_custom_button(__('Quotation'),
cur_frm.cscript.create_quotation, __("Make"));
frm.page.set_inner_btn_group_as_primary(__("Make"));
}
if(doc.status!=="Quotation") {
frm.add_custom_button(__('Lost'),
cur_frm.cscript['Declare Opportunity Lost']);
}
}
},
make_supplier_quotation: function(frm) {
frappe.model.open_mapped_doc({
method: "erpnext.crm.doctype.opportunity.opportunity.make_supplier_quotation",
frm: cur_frm
})
}
})
@ -91,17 +122,6 @@ cur_frm.cscript.refresh = function(doc, cdt, cdn) {
});
}
}
if(doc.status!=="Lost") {
if(doc.status!=="Quotation") {
cur_frm.add_custom_button(__('Lost'),
cur_frm.cscript['Declare Opportunity Lost']);
}
cur_frm.add_custom_button(__('Quotation'),
cur_frm.cscript.create_quotation);
}
}
cur_frm.cscript.onload_post_render = function(doc, cdt, cdn) {

19
erpnext/crm/doctype/opportunity/opportunity.py
View File

@ -231,6 +231,25 @@ def make_quotation(source_name, target_doc=None):
return doclist
@frappe.whitelist()
def make_supplier_quotation(source_name, target_doc=None):
doclist = get_mapped_doc("Opportunity", source_name, {
"Opportunity": {
"doctype": "Supplier Quotation",
"field_map": {
"name": "opportunity"
}
},
"Opportunity Item": {
"doctype": "Supplier Quotation Item",
"field_map": {
"uom": "stock_uom"
}
}
}, target_doc)
return doclist
@frappe.whitelist()
def set_multiple_status(names, status):
names = json.loads(names)