mirror of
https://github.com/frappe/erpnext.git
synced 2026-08-11 13:41:47 +00:00
refactor(lead): move mapping functions to mapper.py
This commit is contained in:
Nabin Hait
@@ -7,11 +7,7 @@ from frappe.contacts.address_and_contact import (
|
||||
delete_contact_and_address,
|
||||
load_address_and_contact,
|
||||
)
|
||||
from frappe.contacts.doctype.address.address import get_default_address
|
||||
from frappe.contacts.doctype.contact.contact import get_default_contact
|
||||
from frappe.email.inbox import link_communication_to_document
|
||||
from frappe.model.document import Document
|
||||
from frappe.model.mapper import get_mapped_doc
|
||||
from frappe.utils import comma_and, get_link_to_form, has_gravatar, validate_email_address
|
||||
from frappe.utils.data import DateTimeLikeObject
|
||||
|
||||
@@ -20,6 +16,8 @@ from erpnext.controllers.selling_controller import SellingController
|
||||
from erpnext.crm.utils import CRMNote, copy_comments, link_communications, link_open_events
|
||||
from erpnext.selling.doctype.customer.customer import parse_full_name
|
||||
|
||||
from .mapper import make_customer, make_lead_from_communication, make_opportunity, make_quotation
|
||||
|
||||
|
||||
class Lead(SellingController, CRMNote):
|
||||
# begin: auto-generated types
|
||||
@@ -322,134 +320,6 @@ class Lead(SellingController, CRMNote):
|
||||
return None
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def make_customer(source_name: str, target_doc: str | Document | None = None):
|
||||
return _make_customer(source_name, target_doc)
|
||||
|
||||
|
||||
def _make_customer(source_name, target_doc=None, ignore_permissions=False):
|
||||
def set_missing_values(source, target):
|
||||
if source.company_name:
|
||||
target.customer_type = "Company"
|
||||
target.customer_name = source.company_name
|
||||
else:
|
||||
target.customer_type = "Individual"
|
||||
target.customer_name = source.lead_name
|
||||
|
||||
if not target.customer_group:
|
||||
target.customer_group = frappe.db.get_default("Customer Group")
|
||||
|
||||
address = get_default_address("Lead", source.name)
|
||||
contact = get_default_contact("Lead", source.name)
|
||||
if address:
|
||||
target.customer_primary_address = address
|
||||
if contact:
|
||||
target.customer_primary_contact = contact
|
||||
|
||||
doclist = get_mapped_doc(
|
||||
"Lead",
|
||||
source_name,
|
||||
{
|
||||
"Lead": {
|
||||
"doctype": "Customer",
|
||||
"field_map": {
|
||||
"name": "lead_name",
|
||||
"company_name": "customer_name",
|
||||
"contact_no": "phone_1",
|
||||
"fax": "fax_1",
|
||||
},
|
||||
"field_no_map": ["disabled"],
|
||||
}
|
||||
},
|
||||
target_doc,
|
||||
set_missing_values,
|
||||
ignore_permissions=ignore_permissions,
|
||||
)
|
||||
|
||||
return doclist
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def make_opportunity(source_name: str, target_doc: str | Document | None = None):
|
||||
def set_missing_values(source, target):
|
||||
_set_missing_values(source, target)
|
||||
|
||||
target_doc = get_mapped_doc(
|
||||
"Lead",
|
||||
source_name,
|
||||
{
|
||||
"Lead": {
|
||||
"doctype": "Opportunity",
|
||||
"field_map": {
|
||||
"doctype": "opportunity_from",
|
||||
"name": "party_name",
|
||||
"lead_name": "contact_display",
|
||||
"company_name": "customer_name",
|
||||
"email_id": "contact_email",
|
||||
"mobile_no": "contact_mobile",
|
||||
"lead_owner": "opportunity_owner",
|
||||
"notes": "notes",
|
||||
},
|
||||
}
|
||||
},
|
||||
target_doc,
|
||||
set_missing_values,
|
||||
)
|
||||
|
||||
return target_doc
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def make_quotation(source_name: str, target_doc: str | Document | None = None):
|
||||
def set_missing_values(source, target):
|
||||
_set_missing_values(source, target)
|
||||
|
||||
target_doc = get_mapped_doc(
|
||||
"Lead",
|
||||
source_name,
|
||||
{"Lead": {"doctype": "Quotation", "field_map": {"name": "party_name"}}},
|
||||
target_doc,
|
||||
set_missing_values,
|
||||
)
|
||||
|
||||
target_doc.quotation_to = "Lead"
|
||||
target_doc.run_method("set_missing_values")
|
||||
target_doc.run_method("set_other_charges")
|
||||
target_doc.run_method("calculate_taxes_and_totals")
|
||||
|
||||
return target_doc
|
||||
|
||||
|
||||
def _set_missing_values(source, target):
|
||||
address = frappe.get_all(
|
||||
"Dynamic Link",
|
||||
{
|
||||
"link_doctype": source.doctype,
|
||||
"link_name": source.name,
|
||||
"parenttype": "Address",
|
||||
},
|
||||
["parent"],
|
||||
limit=1,
|
||||
)
|
||||
|
||||
contact = frappe.get_all(
|
||||
"Dynamic Link",
|
||||
{
|
||||
"link_doctype": source.doctype,
|
||||
"link_name": source.name,
|
||||
"parenttype": "Contact",
|
||||
},
|
||||
["parent"],
|
||||
limit=1,
|
||||
)
|
||||
|
||||
if address:
|
||||
target.customer_address = address[0].parent
|
||||
|
||||
if contact:
|
||||
target.contact_person = contact[0].parent
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_lead_details(
|
||||
lead: str,
|
||||
@@ -494,35 +364,6 @@ def get_lead_details(
|
||||
return out
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def make_lead_from_communication(communication: str, ignore_communication_links: bool = False):
|
||||
"""raise a issue from email"""
|
||||
|
||||
doc = frappe.get_doc("Communication", communication)
|
||||
lead_name = None
|
||||
if doc.sender:
|
||||
lead_name = frappe.db.get_value("Lead", {"email_id": doc.sender})
|
||||
if not lead_name and doc.phone_no:
|
||||
lead_name = frappe.db.get_value("Lead", {"mobile_no": doc.phone_no})
|
||||
if not lead_name:
|
||||
lead = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Lead",
|
||||
"lead_name": doc.sender_full_name,
|
||||
"email_id": doc.sender,
|
||||
"mobile_no": doc.phone_no,
|
||||
}
|
||||
)
|
||||
lead.flags.ignore_mandatory = True
|
||||
lead.flags.ignore_permissions = True
|
||||
lead.insert()
|
||||
|
||||
lead_name = lead.name
|
||||
|
||||
link_communication_to_document(doc, "Lead", lead_name, ignore_communication_links)
|
||||
return lead_name
|
||||
|
||||
|
||||
def get_lead_with_phone_number(number):
|
||||
if not number:
|
||||
return
|
||||
|
||||
169
erpnext/crm/doctype/lead/mapper.py
Normal file
169
erpnext/crm/doctype/lead/mapper.py
Normal file
@@ -0,0 +1,169 @@
|
||||
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# License: GNU General Public License v3. See license.txt
|
||||
|
||||
import frappe
|
||||
from frappe import _
|
||||
from frappe.contacts.doctype.address.address import get_default_address
|
||||
from frappe.contacts.doctype.contact.contact import get_default_contact
|
||||
from frappe.email.inbox import link_communication_to_document
|
||||
from frappe.model.document import Document
|
||||
from frappe.model.mapper import get_mapped_doc
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def make_customer(source_name: str, target_doc: str | Document | None = None):
|
||||
return _make_customer(source_name, target_doc)
|
||||
|
||||
|
||||
def _make_customer(
|
||||
source_name: str, target_doc: str | Document | None = None, ignore_permissions: bool = False
|
||||
):
|
||||
def set_missing_values(source, target):
|
||||
if source.company_name:
|
||||
target.customer_type = "Company"
|
||||
target.customer_name = source.company_name
|
||||
else:
|
||||
target.customer_type = "Individual"
|
||||
target.customer_name = source.lead_name
|
||||
|
||||
if not target.customer_group:
|
||||
target.customer_group = frappe.db.get_default("Customer Group")
|
||||
|
||||
address = get_default_address("Lead", source.name)
|
||||
contact = get_default_contact("Lead", source.name)
|
||||
if address:
|
||||
target.customer_primary_address = address
|
||||
if contact:
|
||||
target.customer_primary_contact = contact
|
||||
|
||||
doclist = get_mapped_doc(
|
||||
"Lead",
|
||||
source_name,
|
||||
{
|
||||
"Lead": {
|
||||
"doctype": "Customer",
|
||||
"field_map": {
|
||||
"name": "lead_name",
|
||||
"company_name": "customer_name",
|
||||
"contact_no": "phone_1",
|
||||
"fax": "fax_1",
|
||||
},
|
||||
"field_no_map": ["disabled"],
|
||||
}
|
||||
},
|
||||
target_doc,
|
||||
set_missing_values,
|
||||
ignore_permissions=ignore_permissions,
|
||||
)
|
||||
|
||||
return doclist
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def make_opportunity(source_name: str, target_doc: str | Document | None = None):
|
||||
def set_missing_values(source, target):
|
||||
_set_missing_values(source, target)
|
||||
|
||||
target_doc = get_mapped_doc(
|
||||
"Lead",
|
||||
source_name,
|
||||
{
|
||||
"Lead": {
|
||||
"doctype": "Opportunity",
|
||||
"field_map": {
|
||||
"doctype": "opportunity_from",
|
||||
"name": "party_name",
|
||||
"lead_name": "contact_display",
|
||||
"company_name": "customer_name",
|
||||
"email_id": "contact_email",
|
||||
"mobile_no": "contact_mobile",
|
||||
"lead_owner": "opportunity_owner",
|
||||
"notes": "notes",
|
||||
},
|
||||
}
|
||||
},
|
||||
target_doc,
|
||||
set_missing_values,
|
||||
)
|
||||
|
||||
return target_doc
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def make_quotation(source_name: str, target_doc: str | Document | None = None):
|
||||
def set_missing_values(source, target):
|
||||
_set_missing_values(source, target)
|
||||
|
||||
target_doc = get_mapped_doc(
|
||||
"Lead",
|
||||
source_name,
|
||||
{"Lead": {"doctype": "Quotation", "field_map": {"name": "party_name"}}},
|
||||
target_doc,
|
||||
set_missing_values,
|
||||
)
|
||||
|
||||
target_doc.quotation_to = "Lead"
|
||||
target_doc.run_method("set_missing_values")
|
||||
target_doc.run_method("set_other_charges")
|
||||
target_doc.run_method("calculate_taxes_and_totals")
|
||||
|
||||
return target_doc
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def make_lead_from_communication(communication: str, ignore_communication_links: bool = False):
|
||||
"""raise a issue from email"""
|
||||
|
||||
doc = frappe.get_doc("Communication", communication)
|
||||
lead_name = None
|
||||
if doc.sender:
|
||||
lead_name = frappe.db.get_value("Lead", {"email_id": doc.sender})
|
||||
if not lead_name and doc.phone_no:
|
||||
lead_name = frappe.db.get_value("Lead", {"mobile_no": doc.phone_no})
|
||||
if not lead_name:
|
||||
lead = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Lead",
|
||||
"lead_name": doc.sender_full_name,
|
||||
"email_id": doc.sender,
|
||||
"mobile_no": doc.phone_no,
|
||||
}
|
||||
)
|
||||
lead.flags.ignore_mandatory = True
|
||||
lead.flags.ignore_permissions = True
|
||||
lead.insert()
|
||||
|
||||
lead_name = lead.name
|
||||
|
||||
link_communication_to_document(doc, "Lead", lead_name, ignore_communication_links)
|
||||
return lead_name
|
||||
|
||||
|
||||
def _set_missing_values(source, target):
|
||||
address = frappe.get_all(
|
||||
"Dynamic Link",
|
||||
{
|
||||
"link_doctype": source.doctype,
|
||||
"link_name": source.name,
|
||||
"parenttype": "Address",
|
||||
},
|
||||
["parent"],
|
||||
limit=1,
|
||||
)
|
||||
|
||||
contact = frappe.get_all(
|
||||
"Dynamic Link",
|
||||
{
|
||||
"link_doctype": source.doctype,
|
||||
"link_name": source.name,
|
||||
"parenttype": "Contact",
|
||||
},
|
||||
["parent"],
|
||||
limit=1,
|
||||
)
|
||||
|
||||
if address:
|
||||
target.customer_address = address[0].parent
|
||||
|
||||
if contact:
|
||||
target.contact_person = contact[0].parent
|
||||
Reference in New Issue
Block a user