import frappe from frappe.desk.notifications import notify_mentions from frappe.model.document import Document from frappe.utils import cstr, now, today from pypika import functions def update_lead_phone_numbers(contact, method): if contact.phone_nos: contact_lead = contact.get_link_for("Lead") if contact_lead: phone = mobile_no = contact.phone_nos[0].phone if len(contact.phone_nos) > 1: # get the default phone number primary_phones = [ phone_doc.phone for phone_doc in contact.phone_nos if phone_doc.is_primary_phone ] if primary_phones: phone = primary_phones[0] # get the default mobile number primary_mobile_nos = [ phone_doc.phone for phone_doc in contact.phone_nos if phone_doc.is_primary_mobile_no ] if primary_mobile_nos: mobile_no = primary_mobile_nos[0] lead = frappe.get_doc("Lead", contact_lead) lead.db_set("phone", phone) lead.db_set("mobile_no", mobile_no) def copy_comments(doctype, docname, doc): comments = frappe.db.get_values( "Comment", filters={"reference_doctype": doctype, "reference_name": docname, "comment_type": "Comment"}, fieldname="*", ) for comment in comments: comment = frappe.get_doc(comment.update({"doctype": "Comment"})) comment.name = None comment.reference_doctype = doc.doctype comment.reference_name = doc.name comment.insert() def link_communications(doctype, docname, doc): communication_list = get_linked_communication_list(doctype, docname) for communication in communication_list: communication_doc = frappe.get_doc("Communication", communication) communication_doc.add_link(doc.doctype, doc.name, autosave=True) def get_linked_communication_list(doctype, docname): communications = frappe.get_all( "Communication", filters={"reference_doctype": doctype, "reference_name": docname}, pluck="name" ) communication_links = frappe.get_all( "Communication Link", {"link_doctype": doctype, "link_name": docname, "parent": ("not in", communications)}, pluck="parent", ) return communications + communication_links def link_communications_with_prospect(communication, method): prospect = get_linked_prospect(communication.reference_doctype, communication.reference_name) if prospect: already_linked = any( [ d.name for d in communication.get("timeline_links") if d.link_doctype == "Prospect" and d.link_name == prospect ] ) if not already_linked: row = communication.append("timeline_links") row.link_doctype = "Prospect" row.link_name = prospect row.db_update() def get_linked_prospect(reference_doctype, reference_name): prospect = None if reference_doctype == "Lead": prospect = frappe.db.get_value("Prospect Lead", {"lead": reference_name}, "parent") elif reference_doctype == "Opportunity": opportunity_from, party_name = frappe.db.get_value( "Opportunity", reference_name, ["opportunity_from", "party_name"] ) if opportunity_from == "Lead": prospect = frappe.db.get_value( "Prospect Opportunity", {"opportunity": reference_name}, "parent" ) if opportunity_from == "Prospect": prospect = party_name return prospect def link_events_with_prospect(event, method): if event.event_participants: ref_doctype = event.event_participants[0].reference_doctype ref_docname = event.event_participants[0].reference_docname prospect = get_linked_prospect(ref_doctype, ref_docname) if prospect: event.add_participant("Prospect", prospect) event.save() def link_open_tasks(ref_doctype, ref_docname, doc): todos = get_open_todos(ref_doctype, ref_docname) for todo in todos: todo_doc = frappe.get_doc("ToDo", todo.name) todo_doc.reference_type = doc.doctype todo_doc.reference_name = doc.name todo_doc.db_update() def link_open_events(ref_doctype, ref_docname, doc): events = get_open_events(ref_doctype, ref_docname) for event in events: event_doc = frappe.get_doc("Event", event.name) event_doc.add_participant(doc.doctype, doc.name) event_doc.save() @frappe.whitelist() def get_open_activities(ref_doctype, ref_docname): tasks = get_open_todos(ref_doctype, ref_docname) events = get_open_events(ref_doctype, ref_docname) return {"tasks": tasks, "events": events} def get_open_todos(ref_doctype, ref_docname): return frappe.get_all( "ToDo", filters={"reference_type": ref_doctype, "reference_name": ref_docname, "status": "Open"}, fields=[ "name", "description", "allocated_to", "date", ], ) def get_open_events(ref_doctype, ref_docname): event = frappe.qb.DocType("Event") event_link = frappe.qb.DocType("Event Participants") query = ( frappe.qb.from_(event) .join(event_link) .on(event_link.parent == event.name) .select( event.name, event.subject, event.event_category, event.starts_on, event.ends_on, event.description, ) .where( (event_link.reference_doctype == ref_doctype) & (event_link.reference_docname == ref_docname) & (event.status == "Open") ) ) data = query.run(as_dict=True) return data def open_leads_opportunities_based_on_todays_event(): event = frappe.qb.DocType("Event") event_link = frappe.qb.DocType("Event Participants") query = ( frappe.qb.from_(event) .join(event_link) .on(event_link.parent == event.name) .select(event_link.reference_doctype, event_link.reference_docname) .where( (event_link.reference_doctype.isin(["Lead", "Opportunity"])) & (event.status == "Open") & (functions.Date(event.starts_on) == today()) ) ) data = query.run(as_dict=True) for d in data: frappe.db.set_value(d.reference_doctype, d.reference_docname, "status", "Open") class CRMNote(Document): @frappe.whitelist() def add_note(self, note): self.append("notes", {"note": note, "added_by": frappe.session.user, "added_on": now()}) self.save() notify_mentions(self.doctype, self.name, note) @frappe.whitelist() def edit_note(self, note, row_id): for d in self.notes: if cstr(d.name) == row_id: d.note = note d.db_update() @frappe.whitelist() def delete_note(self, row_id): for d in self.notes: if cstr(d.name) == row_id: self.remove(d) break self.save()