mirror of
https://github.com/frappe/erpnext.git
synced 2026-09-01 15:47:06 +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 (
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delete_contact_and_address,
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delete_contact_and_address,
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load_address_and_contact,
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load_address_and_contact,
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)
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)
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from frappe.contacts.doctype.address.address import get_default_address
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from frappe.contacts.doctype.contact.contact import get_default_contact
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from frappe.email.inbox import link_communication_to_document
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from frappe.model.document import Document
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from frappe.model.document import Document
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from frappe.model.mapper import get_mapped_doc
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from frappe.utils import comma_and, get_link_to_form, has_gravatar, validate_email_address
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from frappe.utils import comma_and, get_link_to_form, has_gravatar, validate_email_address
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from frappe.utils.data import DateTimeLikeObject
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from frappe.utils.data import DateTimeLikeObject
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@@ -20,6 +16,8 @@ from erpnext.controllers.selling_controller import SellingController
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from erpnext.crm.utils import CRMNote, copy_comments, link_communications, link_open_events
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from erpnext.crm.utils import CRMNote, copy_comments, link_communications, link_open_events
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from erpnext.selling.doctype.customer.customer import parse_full_name
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from erpnext.selling.doctype.customer.customer import parse_full_name
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from .mapper import make_customer, make_lead_from_communication, make_opportunity, make_quotation
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class Lead(SellingController, CRMNote):
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class Lead(SellingController, CRMNote):
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# begin: auto-generated types
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# begin: auto-generated types
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@@ -322,134 +320,6 @@ class Lead(SellingController, CRMNote):
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return None
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return None
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@frappe.whitelist()
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def make_customer(source_name: str, target_doc: str | Document | None = None):
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return _make_customer(source_name, target_doc)
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def _make_customer(source_name, target_doc=None, ignore_permissions=False):
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def set_missing_values(source, target):
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if source.company_name:
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target.customer_type = "Company"
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target.customer_name = source.company_name
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else:
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target.customer_type = "Individual"
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target.customer_name = source.lead_name
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if not target.customer_group:
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target.customer_group = frappe.db.get_default("Customer Group")
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address = get_default_address("Lead", source.name)
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contact = get_default_contact("Lead", source.name)
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if address:
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target.customer_primary_address = address
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if contact:
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target.customer_primary_contact = contact
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doclist = get_mapped_doc(
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"Lead",
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source_name,
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{
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"Lead": {
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"doctype": "Customer",
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"field_map": {
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"name": "lead_name",
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"company_name": "customer_name",
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"contact_no": "phone_1",
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"fax": "fax_1",
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},
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"field_no_map": ["disabled"],
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}
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},
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target_doc,
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set_missing_values,
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ignore_permissions=ignore_permissions,
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)
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return doclist
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@frappe.whitelist()
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def make_opportunity(source_name: str, target_doc: str | Document | None = None):
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def set_missing_values(source, target):
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_set_missing_values(source, target)
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target_doc = get_mapped_doc(
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"Lead",
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source_name,
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{
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"Lead": {
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"doctype": "Opportunity",
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"field_map": {
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"doctype": "opportunity_from",
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"name": "party_name",
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"lead_name": "contact_display",
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"company_name": "customer_name",
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"email_id": "contact_email",
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"mobile_no": "contact_mobile",
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"lead_owner": "opportunity_owner",
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"notes": "notes",
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},
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}
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},
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target_doc,
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set_missing_values,
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)
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return target_doc
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@frappe.whitelist()
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def make_quotation(source_name: str, target_doc: str | Document | None = None):
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def set_missing_values(source, target):
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_set_missing_values(source, target)
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target_doc = get_mapped_doc(
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"Lead",
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source_name,
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{"Lead": {"doctype": "Quotation", "field_map": {"name": "party_name"}}},
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target_doc,
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set_missing_values,
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)
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target_doc.quotation_to = "Lead"
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target_doc.run_method("set_missing_values")
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target_doc.run_method("set_other_charges")
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target_doc.run_method("calculate_taxes_and_totals")
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return target_doc
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def _set_missing_values(source, target):
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address = frappe.get_all(
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"Dynamic Link",
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{
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"link_doctype": source.doctype,
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"link_name": source.name,
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"parenttype": "Address",
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},
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["parent"],
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limit=1,
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)
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contact = frappe.get_all(
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"Dynamic Link",
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{
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"link_doctype": source.doctype,
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"link_name": source.name,
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"parenttype": "Contact",
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},
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["parent"],
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limit=1,
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)
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if address:
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target.customer_address = address[0].parent
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if contact:
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target.contact_person = contact[0].parent
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@frappe.whitelist()
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@frappe.whitelist()
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def get_lead_details(
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def get_lead_details(
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lead: str,
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lead: str,
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@@ -494,35 +364,6 @@ def get_lead_details(
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return out
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return out
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@frappe.whitelist()
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def make_lead_from_communication(communication: str, ignore_communication_links: bool = False):
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"""raise a issue from email"""
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doc = frappe.get_doc("Communication", communication)
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lead_name = None
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if doc.sender:
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lead_name = frappe.db.get_value("Lead", {"email_id": doc.sender})
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if not lead_name and doc.phone_no:
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lead_name = frappe.db.get_value("Lead", {"mobile_no": doc.phone_no})
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if not lead_name:
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lead = frappe.get_doc(
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{
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"doctype": "Lead",
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"lead_name": doc.sender_full_name,
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"email_id": doc.sender,
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"mobile_no": doc.phone_no,
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}
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)
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lead.flags.ignore_mandatory = True
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lead.flags.ignore_permissions = True
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lead.insert()
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lead_name = lead.name
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link_communication_to_document(doc, "Lead", lead_name, ignore_communication_links)
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return lead_name
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def get_lead_with_phone_number(number):
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def get_lead_with_phone_number(number):
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if not number:
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if not number:
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return
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return
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169
erpnext/crm/doctype/lead/mapper.py
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169
erpnext/crm/doctype/lead/mapper.py
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@@ -0,0 +1,169 @@
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# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
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# License: GNU General Public License v3. See license.txt
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import frappe
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from frappe import _
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from frappe.contacts.doctype.address.address import get_default_address
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from frappe.contacts.doctype.contact.contact import get_default_contact
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from frappe.email.inbox import link_communication_to_document
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from frappe.model.document import Document
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from frappe.model.mapper import get_mapped_doc
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@frappe.whitelist()
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def make_customer(source_name: str, target_doc: str | Document | None = None):
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return _make_customer(source_name, target_doc)
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def _make_customer(
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source_name: str, target_doc: str | Document | None = None, ignore_permissions: bool = False
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):
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def set_missing_values(source, target):
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if source.company_name:
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target.customer_type = "Company"
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target.customer_name = source.company_name
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else:
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target.customer_type = "Individual"
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target.customer_name = source.lead_name
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if not target.customer_group:
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target.customer_group = frappe.db.get_default("Customer Group")
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address = get_default_address("Lead", source.name)
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contact = get_default_contact("Lead", source.name)
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if address:
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target.customer_primary_address = address
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if contact:
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target.customer_primary_contact = contact
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doclist = get_mapped_doc(
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"Lead",
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source_name,
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{
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"Lead": {
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"doctype": "Customer",
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"field_map": {
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"name": "lead_name",
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"company_name": "customer_name",
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"contact_no": "phone_1",
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"fax": "fax_1",
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},
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"field_no_map": ["disabled"],
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}
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},
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target_doc,
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set_missing_values,
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ignore_permissions=ignore_permissions,
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)
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return doclist
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@frappe.whitelist()
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def make_opportunity(source_name: str, target_doc: str | Document | None = None):
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def set_missing_values(source, target):
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_set_missing_values(source, target)
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target_doc = get_mapped_doc(
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"Lead",
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source_name,
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{
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"Lead": {
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"doctype": "Opportunity",
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"field_map": {
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"doctype": "opportunity_from",
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"name": "party_name",
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"lead_name": "contact_display",
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"company_name": "customer_name",
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"email_id": "contact_email",
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"mobile_no": "contact_mobile",
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"lead_owner": "opportunity_owner",
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"notes": "notes",
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},
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}
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},
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target_doc,
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set_missing_values,
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)
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return target_doc
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@frappe.whitelist()
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def make_quotation(source_name: str, target_doc: str | Document | None = None):
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def set_missing_values(source, target):
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_set_missing_values(source, target)
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target_doc = get_mapped_doc(
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"Lead",
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source_name,
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{"Lead": {"doctype": "Quotation", "field_map": {"name": "party_name"}}},
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target_doc,
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set_missing_values,
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)
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target_doc.quotation_to = "Lead"
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target_doc.run_method("set_missing_values")
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target_doc.run_method("set_other_charges")
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target_doc.run_method("calculate_taxes_and_totals")
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return target_doc
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@frappe.whitelist()
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def make_lead_from_communication(communication: str, ignore_communication_links: bool = False):
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"""raise a issue from email"""
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doc = frappe.get_doc("Communication", communication)
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lead_name = None
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if doc.sender:
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lead_name = frappe.db.get_value("Lead", {"email_id": doc.sender})
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if not lead_name and doc.phone_no:
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lead_name = frappe.db.get_value("Lead", {"mobile_no": doc.phone_no})
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if not lead_name:
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lead = frappe.get_doc(
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{
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"doctype": "Lead",
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"lead_name": doc.sender_full_name,
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"email_id": doc.sender,
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"mobile_no": doc.phone_no,
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}
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)
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lead.flags.ignore_mandatory = True
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lead.flags.ignore_permissions = True
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lead.insert()
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lead_name = lead.name
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link_communication_to_document(doc, "Lead", lead_name, ignore_communication_links)
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return lead_name
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def _set_missing_values(source, target):
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address = frappe.get_all(
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"Dynamic Link",
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{
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"link_doctype": source.doctype,
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"link_name": source.name,
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"parenttype": "Address",
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},
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["parent"],
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limit=1,
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)
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contact = frappe.get_all(
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"Dynamic Link",
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{
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"link_doctype": source.doctype,
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"link_name": source.name,
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"parenttype": "Contact",
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},
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["parent"],
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limit=1,
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)
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if address:
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target.customer_address = address[0].parent
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if contact:
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target.contact_person = contact[0].parent
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