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[quotation][improvement] when made from lead

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This commit is contained in:
Nabin Hait
2013-04-02 18:13:20 +05:30
parent ff3106c7d4
commit 1e3fc88940
11 changed files with 198 additions and 115 deletions
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19
selling/doctype/quotation/quotation.js
View File

@@ -29,7 +29,10 @@ wn.require('app/utilities/doctype/sms_control/sms_control.js');
// ===================================================================================
cur_frm.cscript.onload = function(doc, cdt, cdn) {
cur_frm.cscript.manage_rounded_total();
if(!doc.quotation_to) hide_field(['customer','customer_address','contact_person','customer_name','lead', 'lead_name', 'address_display', 'contact_display', 'contact_mobile', 'contact_email', 'territory', 'customer_group']);
if(!doc.quotation_to)
hide_field(['customer','customer_address','contact_person','customer_name','lead',
'address_display', 'contact_display', 'contact_mobile', 'contact_email',
'territory', 'customer_group']);
if(!doc.price_list_name) set_multiple(cdt,cdn,{price_list_name:sys_defaults.price_list_name});
if(!doc.status) set_multiple(cdt,cdn,{status:'Draft'});
if(!doc.transaction_date) set_multiple(cdt,cdn,{transaction_date:get_today()});
@@ -42,10 +45,10 @@ cur_frm.cscript.onload = function(doc, cdt, cdn) {
if(doc.quotation_to) {
if(doc.quotation_to == 'Customer') {
hide_field(['lead', 'lead_name', 'organization']);
hide_field('lead');
}
else if (doc.quotation_to == 'Lead') {
hide_field(['customer','customer_address','contact_person', 'customer_name','contact_display', 'customer_group']);
hide_field(['customer', 'customer_address', 'contact_person', 'customer_group']);
}
}
}
@@ -61,13 +64,13 @@ cur_frm.cscript.onload_post_render = function(doc, dt, dn) {
// hide - unhide fields based on lead or customer..
// =======================================================================================================================
cur_frm.cscript.lead_cust_show = function(doc,cdt,cdn){
hide_field(['lead', 'lead_name','customer','customer_address','contact_person',
hide_field(['lead', 'customer','customer_address','contact_person',
'customer_name','address_display','contact_display','contact_mobile','contact_email',
'territory','customer_group', 'organization']);
'territory','customer_group']);
if(doc.quotation_to == 'Lead') unhide_field(['lead']);
else if(doc.quotation_to == 'Customer') unhide_field(['customer']);
doc.lead = doc.lead_name = doc.customer = doc.customer_name = doc.customer_address = doc.contact_person = doc.address_display = doc.contact_display = doc.contact_mobile = doc.contact_email = doc.territory = doc.customer_group = doc.organization = "";
doc.lead = doc.customer = doc.customer_name = doc.customer_address = doc.contact_person = doc.address_display = doc.contact_display = doc.contact_mobile = doc.contact_email = doc.territory = doc.customer_group = "";
}
@@ -185,7 +188,9 @@ cur_frm.cscript.pull_enquiry_detail = function(doc,cdt,cdn){
else if(doc.quotation_to == 'Customer') {
unhide_field(['customer','customer_address','contact_person','territory','customer_group']);
}
refresh_many(['quotation_details','quotation_to','customer','customer_address','contact_person','lead','lead_name','address_display','contact_display','contact_mobile','contact_email','territory','customer_group','order_type']);
refresh_many(['quotation_details','quotation_to','customer','customer_address',
'contact_person', 'lead', 'address_display', 'contact_display', 'contact_mobile',
'contact_email', 'territory', 'customer_group', 'order_type']);
}
}

154
selling/doctype/quotation/quotation.txt
View File

@@ -1,8 +1,8 @@
[
{
"creation": "2013-01-10 16:34:19",
"creation": "2013-03-07 18:50:30",
"docstatus": 0,
"modified": "2013-01-29 16:27:53",
"modified": "2013-04-02 16:02:45",
"modified_by": "Administrator",
"owner": "Administrator"
},
@@ -46,6 +46,7 @@
"doctype": "DocField",
"fieldname": "column_break0",
"fieldtype": "Column Break",
"read_only": 0,
"width": "50%"
},
{
@@ -59,6 +60,7 @@
"oldfieldtype": "Select",
"options": "QTN",
"print_hide": 1,
"read_only": 0,
"reqd": 1
},
{
@@ -71,6 +73,7 @@
"oldfieldtype": "Select",
"options": "\nLead\nCustomer",
"print_hide": 1,
"read_only": 0,
"report_hide": 0,
"reqd": 1
},
@@ -85,6 +88,7 @@
"oldfieldtype": "Link",
"options": "Customer",
"print_hide": 1,
"read_only": 0,
"search_index": 1
},
{
@@ -97,17 +101,8 @@
"oldfieldname": "lead",
"oldfieldtype": "Link",
"options": "Lead",
"print_hide": 1
},
{
"doctype": "DocField",
"fieldname": "lead_name",
"fieldtype": "Text",
"hidden": 1,
"in_filter": 0,
"in_list_view": 1,
"label": "Lead Name",
"read_only": 1
"print_hide": 1,
"read_only": 0
},
{
"doctype": "DocField",
@@ -118,14 +113,6 @@
"label": "Customer Name",
"read_only": 1
},
{
"doctype": "DocField",
"fieldname": "organization",
"fieldtype": "Data",
"hidden": 1,
"label": "Organization",
"read_only": 1
},
{
"doctype": "DocField",
"fieldname": "address_display",
@@ -173,6 +160,7 @@
"fieldname": "column_break1",
"fieldtype": "Column Break",
"oldfieldtype": "Column Break",
"read_only": 0,
"width": "50%"
},
{
@@ -186,6 +174,7 @@
"no_copy": 1,
"oldfieldname": "transaction_date",
"oldfieldtype": "Date",
"read_only": 0,
"reqd": 1,
"search_index": 1,
"width": "100px"
@@ -201,6 +190,7 @@
"oldfieldtype": "Select",
"options": "\nSales\nMaintenance",
"print_hide": 1,
"read_only": 0,
"reqd": 1,
"search_index": 0
},
@@ -211,6 +201,7 @@
"label": "Items",
"oldfieldtype": "Section Break",
"print_hide": 0,
"read_only": 0,
"search_index": 0
},
{
@@ -222,18 +213,21 @@
"oldfieldname": "quotation_details",
"oldfieldtype": "Table",
"options": "Quotation Item",
"read_only": 0,
"width": "40px"
},
{
"doctype": "DocField",
"fieldname": "sec_break23",
"fieldtype": "Section Break",
"options": "Simple"
"options": "Simple",
"read_only": 0
},
{
"doctype": "DocField",
"fieldname": "col_break34",
"fieldtype": "Column Break",
"read_only": 0,
"width": "50%"
},
{
@@ -256,12 +250,14 @@
"fieldtype": "Button",
"label": "Re-Calculate Values",
"oldfieldtype": "Button",
"print_hide": 1
"print_hide": 1,
"read_only": 0
},
{
"doctype": "DocField",
"fieldname": "col_break35",
"fieldtype": "Column Break",
"read_only": 0,
"width": "50%"
},
{
@@ -277,6 +273,7 @@
"oldfieldtype": "Link",
"options": "Opportunity",
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"search_index": 0
},
@@ -289,13 +286,15 @@
"no_copy": 0,
"oldfieldtype": "Button",
"print_hide": 0,
"read_only": 0,
"report_hide": 0
},
{
"doctype": "DocField",
"fieldname": "section_break0",
"fieldtype": "Section Break",
"label": "Price List and Currency"
"label": "Price List and Currency",
"read_only": 0
},
{
"description": "Select the price list as entered in \"Price List\" master. This will pull the reference rates of items against this price list as specified in \"Item\" master.",
@@ -306,8 +305,9 @@
"label": "Price List",
"oldfieldname": "price_list_name",
"oldfieldtype": "Select",
"options": "link:Price List",
"options": "\n1000 sms\n10000 sms\n25000 sms\n5000 sms\nEast\nEast Price List\nEnterprise Plan\nGeneral\nPL\nSolo Plan",
"print_hide": 1,
"read_only": 0,
"reqd": 1,
"search_index": 0,
"width": "100px"
@@ -320,6 +320,7 @@
"label": "Price List Currency",
"options": "Currency",
"print_hide": 1,
"read_only": 0,
"reqd": 1
},
{
@@ -329,12 +330,14 @@
"fieldtype": "Float",
"label": "Price List Currency Conversion Rate",
"print_hide": 1,
"read_only": 0,
"reqd": 1
},
{
"doctype": "DocField",
"fieldname": "column_break2",
"fieldtype": "Column Break",
"read_only": 0,
"width": "50%"
},
{
@@ -348,6 +351,7 @@
"oldfieldtype": "Select",
"options": "Currency",
"print_hide": 1,
"read_only": 0,
"reqd": 1,
"search_index": 0,
"width": "100px"
@@ -362,6 +366,7 @@
"oldfieldname": "conversion_rate",
"oldfieldtype": "Currency",
"print_hide": 1,
"read_only": 0,
"reqd": 1,
"width": "100px"
},
@@ -370,7 +375,8 @@
"fieldname": "taxes",
"fieldtype": "Section Break",
"label": "Taxes",
"oldfieldtype": "Section Break"
"oldfieldtype": "Section Break",
"read_only": 0
},
{
"doctype": "DocField",
@@ -381,7 +387,8 @@
"oldfieldname": "charge",
"oldfieldtype": "Link",
"options": "Sales Taxes and Charges Master",
"print_hide": 1
"print_hide": 1,
"read_only": 0
},
{
"doctype": "DocField",
@@ -390,7 +397,8 @@
"hidden": 0,
"label": "Get Taxes and Charges",
"oldfieldtype": "Button",
"print_hide": 1
"print_hide": 1,
"read_only": 0
},
{
"doctype": "DocField",
@@ -399,7 +407,8 @@
"label": "Sales Taxes and Charges",
"oldfieldname": "other_charges",
"oldfieldtype": "Table",
"options": "Sales Taxes and Charges"
"options": "Sales Taxes and Charges",
"read_only": 0
},
{
"doctype": "DocField",
@@ -407,7 +416,8 @@
"fieldtype": "Button",
"label": "Calculate Taxes and Charges",
"oldfieldtype": "Button",
"print_hide": 1
"print_hide": 1,
"read_only": 0
},
{
"doctype": "DocField",
@@ -426,7 +436,8 @@
"fieldtype": "HTML",
"label": "Taxes and Charges Calculation",
"oldfieldtype": "HTML",
"print_hide": 1
"print_hide": 1,
"read_only": 0
},
{
"doctype": "DocField",
@@ -434,7 +445,8 @@
"fieldtype": "Section Break",
"label": "Totals",
"oldfieldtype": "Section Break",
"print_hide": 1
"print_hide": 1,
"read_only": 0
},
{
"doctype": "DocField",
@@ -482,6 +494,7 @@
"fieldtype": "Column Break",
"oldfieldtype": "Column Break",
"print_hide": 1,
"read_only": 0,
"width": "50%"
},
{
@@ -532,7 +545,8 @@
"fieldtype": "Section Break",
"label": "Terms and Conditions",
"oldfieldtype": "Section Break",
"print_hide": 0
"print_hide": 0,
"read_only": 0
},
{
"doctype": "DocField",
@@ -543,6 +557,7 @@
"oldfieldtype": "Link",
"options": "Terms and Conditions",
"print_hide": 1,
"read_only": 0,
"report_hide": 1
},
{
@@ -551,7 +566,8 @@
"fieldtype": "Button",
"label": "Get Terms and Conditions",
"oldfieldtype": "Button",
"options": "get_tc_details"
"options": "get_tc_details",
"read_only": 0
},
{
"doctype": "DocField",
@@ -560,7 +576,8 @@
"label": "Terms and Conditions HTML",
"oldfieldtype": "HTML",
"options": "You can add Terms and Notes that will be printed in the Transaction",
"print_hide": 1
"print_hide": 1,
"read_only": 0
},
{
"doctype": "DocField",
@@ -568,18 +585,21 @@
"fieldtype": "Text Editor",
"label": "Term Details",
"oldfieldname": "terms",
"oldfieldtype": "Text Editor"
"oldfieldtype": "Text Editor",
"read_only": 0
},
{
"doctype": "DocField",
"fieldname": "contact_section",
"fieldtype": "Section Break",
"label": "Contact Info"
"label": "Contact Info",
"read_only": 0
},
{
"doctype": "DocField",
"fieldname": "col_break98",
"fieldtype": "Column Break",
"read_only": 0,
"width": "50%"
},
{
@@ -590,7 +610,8 @@
"in_filter": 1,
"label": "Customer Address",
"options": "Address",
"print_hide": 1
"print_hide": 1,
"read_only": 0
},
{
"doctype": "DocField",
@@ -603,12 +624,14 @@
"oldfieldtype": "Link",
"options": "Contact",
"print_hide": 1,
"read_only": 0,
"reqd": 0
},
{
"doctype": "DocField",
"fieldname": "col_break99",
"fieldtype": "Column Break",
"read_only": 0,
"width": "50%"
},
{
@@ -621,6 +644,7 @@
"label": "Territory",
"options": "Territory",
"print_hide": 1,
"read_only": 0,
"reqd": 1,
"search_index": 0
},
@@ -634,6 +658,7 @@
"oldfieldtype": "Link",
"options": "Customer Group",
"print_hide": 1,
"read_only": 0,
"reqd": 0,
"search_index": 0
},
@@ -644,7 +669,8 @@
"fieldtype": "Section Break",
"label": "More Info",
"oldfieldtype": "Section Break",
"print_hide": 1
"print_hide": 1,
"read_only": 0
},
{
"allow_on_submit": 1,
@@ -654,8 +680,9 @@
"label": "Letter Head",
"oldfieldname": "letter_head",
"oldfieldtype": "Select",
"options": "link:Letter Head",
"print_hide": 1
"options": "\nDefault\nERP Grey Large\nERP LOGO\nERPNext Logo Black\nERPNext WT Logo",
"print_hide": 1,
"read_only": 0
},
{
"description": "Select the relevant company name if you have multiple companies.",
@@ -668,6 +695,7 @@
"oldfieldtype": "Link",
"options": "Company",
"print_hide": 1,
"read_only": 0,
"reqd": 1,
"search_index": 0,
"width": "150px"
@@ -683,6 +711,7 @@
"oldfieldtype": "Select",
"options": "\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign",
"print_hide": 1,
"read_only": 0,
"report_hide": 0
},
{
@@ -693,8 +722,9 @@
"label": "Fiscal Year",
"oldfieldname": "fiscal_year",
"oldfieldtype": "Select",
"options": "link:Fiscal Year",
"options": "\n2008-2009\n2009-2010\n2010-2011\n2011-2012\n2012-2013\n2013-2014",
"print_hide": 1,
"read_only": 0,
"reqd": 1,
"search_index": 0
},
@@ -717,6 +747,7 @@
"fieldtype": "Column Break",
"oldfieldtype": "Column Break",
"print_hide": 1,
"read_only": 0,
"width": "50%"
},
{
@@ -747,6 +778,7 @@
"oldfieldtype": "Link",
"options": "Campaign",
"print_hide": 1,
"read_only": 0,
"report_hide": 0
},
{
@@ -758,7 +790,8 @@
"no_copy": 1,
"oldfieldname": "order_lost_reason",
"oldfieldtype": "Small Text",
"print_hide": 1
"print_hide": 1,
"read_only": 0
},
{
"allow_on_submit": 1,
@@ -771,6 +804,7 @@
"oldfieldtype": "Link",
"options": "Print Heading",
"print_hide": 1,
"read_only": 0,
"report_hide": 1
},
{
@@ -795,6 +829,7 @@
"oldfieldname": "amendment_date",
"oldfieldtype": "Date",
"print_hide": 1,
"read_only": 0,
"width": "100px"
},
{
@@ -804,7 +839,8 @@
"fieldtype": "Section Break",
"label": "Communication History",
"oldfieldtype": "Section Break",
"print_hide": 1
"print_hide": 1,
"read_only": 0
},
{
"allow_on_submit": 1,
@@ -815,6 +851,7 @@
"oldfieldname": "follow_up",
"oldfieldtype": "Table",
"print_hide": 1,
"read_only": 0,
"width": "40px"
},
{
@@ -824,16 +861,8 @@
"hidden": 1,
"label": "File List",
"no_copy": 1,
"print_hide": 1
},
{
"amend": 1,
"cancel": 1,
"create": 1,
"doctype": "DocPerm",
"role": "Sales Manager",
"submit": 1,
"write": 1
"print_hide": 1,
"read_only": 0
},
{
"amend": 1,
@@ -845,13 +874,18 @@
"write": 1
},
{
"amend": 0,
"cancel": 0,
"create": 0,
"doctype": "DocPerm",
"role": "Customer",
"submit": 0,
"write": 0
"match": "customer_name",
"role": "Customer"
},
{
"amend": 1,
"cancel": 1,
"create": 1,
"doctype": "DocPerm",
"role": "Sales Manager",
"submit": 1,
"write": 1
},
{
"amend": 1,