fix: moving campaign from selling to CRM

This commit is contained in:
Anupam
2021-06-30 18:18:03 +05:30
parent 8f2b8e47f7
commit 03f7609a8b
11 changed files with 46 additions and 72 deletions

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// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Campaign', {
refresh: function(frm) {
erpnext.toggle_naming_series();
if(frm.doc.__islocal) {
frm.toggle_display("naming_series", frappe.boot.sysdefaults.campaign_naming_by=="Naming Series");
}
else {
cur_frm.add_custom_button(__("View Leads"), function() {
frappe.route_options = {"source": "Campaign","campaign_name": frm.doc.name}
frappe.set_route("List", "Lead");
}, "fa fa-list", true);
}
}
});

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{
"actions": [],
"allow_import": 1,
"allow_rename": 1,
"autoname": "naming_series:",
"creation": "2013-01-10 16:34:18",
"description": "Keep Track of Sales Campaigns. Keep track of Leads, Quotations, Sales Order etc from Campaigns to gauge Return on Investment. ",
"doctype": "DocType",
"document_type": "Setup",
"engine": "InnoDB",
"field_order": [
"campaign",
"campaign_name",
"naming_series",
"campaign_schedules_section",
"campaign_schedules",
"description_section",
"description"
],
"fields": [
{
"fieldname": "campaign",
"fieldtype": "Section Break",
"label": "Campaign",
"oldfieldtype": "Section Break"
},
{
"fieldname": "campaign_name",
"fieldtype": "Data",
"label": "Campaign Name",
"oldfieldname": "campaign_name",
"oldfieldtype": "Data",
"reqd": 1
},
{
"fieldname": "naming_series",
"fieldtype": "Select",
"label": "Naming Series",
"options": "SAL-CAM-.YYYY.-",
"set_only_once": 1
},
{
"fieldname": "campaign_schedules_section",
"fieldtype": "Section Break",
"label": "Campaign Schedules"
},
{
"fieldname": "campaign_schedules",
"fieldtype": "Table",
"label": "Campaign Schedules",
"options": "Campaign Email Schedule"
},
{
"fieldname": "description_section",
"fieldtype": "Section Break"
},
{
"fieldname": "description",
"fieldtype": "Text",
"in_list_view": 1,
"label": "Description",
"oldfieldname": "description",
"oldfieldtype": "Text",
"width": "300px"
}
],
"icon": "fa fa-bullhorn",
"idx": 1,
"links": [],
"modified": "2021-06-30 18:05:06.412712",
"modified_by": "Administrator",
"module": "CRM",
"name": "Campaign",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"import": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Sales Manager",
"set_user_permissions": 1,
"write": 1
},
{
"email": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Sales User"
},
{
"create": 1,
"delete": 1,
"email": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Sales Master Manager",
"share": 1,
"write": 1
}
],
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC"
}

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# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
import frappe
from frappe.model.document import Document
class Campaign(Document):
def autoname(self):
if frappe.defaults.get_global_default('campaign_naming_by') != 'Naming Series':
self.name = self.campaign_name
else:
set_name_by_naming_series(self)

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# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
import frappe
import unittest
class TestCampaign(unittest.TestCase):
pass