nsinnovations/erpnext
2
0
Fork 0
mirror of https://github.com/frappe/erpnext.git synced 2026-05-07 07:20:26 +00:00
Code Issues Packages Projects Releases Wiki Activity

added automatic lead creation for sales email id

Browse Source
This commit is contained in:
Rushabh Mehta
2013-01-16 11:34:26 +05:30
parent 9942987c9c
commit 2e5db35856
18 changed files with 284 additions and 101 deletions
Download Patch File Download Diff File Expand all files Collapse all files

57
selling/doctype/lead/get_leads.py Normal file
View File

@@ -0,0 +1,57 @@
# ERPNext - web based ERP (http://erpnext.com)
# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU General Public License as published by
# the Free Software Foundation, either version 3 of the License, or
# (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU General Public License for more details.
#
# You should have received a copy of the GNU General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
from __future__ import unicode_literals
import webnotes
from webnotes.utils import cstr, cint
from webnotes.utils.email_lib.receive import POP3Mailbox
from core.doctype.communication.communication import make
class SalesMailbox(POP3Mailbox):
def setup(self):
self.settings = webnotes.doc("Sales Email Settings", "Sales Email Settings")
def check_mails(self):
return webnotes.conn.sql("select user from tabSessions where \
time_to_sec(timediff(now(), lastupdate)) < 1800")
def process_message(self, mail):
if mail.from_email == self.settings.email_id:
return
name = webnotes.conn.get_value("Lead", {"email_id": mail.from_email}, "name")
if name:
lead = webnotes.model_wrapper("Lead", name)
lead.doc.status = "Open"
lead.doc.save()
else:
lead = webnotes.model_wrapper({
"doctype":"Lead",
"lead_name": mail.from_real_name or mail.from_email,
"email_id": mail.from_email,
"status": "Open",
"source": "Email"
})
lead.insert()
mail.save_attachments_in_doc(lead.doc)
make(content=mail.content, sender=mail.from_email,
doctype="Lead", name=lead.doc.name, lead=lead.doc.name)
def get_leads():
if cint(webnotes.conn.get_value('Sales Email Settings', None, 'extract_emails')):
SalesMailbox()

5
selling/doctype/lead/lead.py
View File

@@ -77,8 +77,11 @@ class DocType(TransactionBase):
event_user.person = self.doc.contact_by
event_user.save()
def on_communication_sent(self, comm):
webnotes.conn.set(self.doc, 'status', 'Replied')
def on_trash(self):
webnotes.conn.sql("""update tabCommunication set lead='' where lead=%s""",
webnotes.conn.sql("""delete from tabCommunication where lead=%s""",
self.doc.name)
webnotes.conn.sql("""update `tabSupport Ticket` set lead='' where lead=%s""",
self.doc.name)

66
selling/doctype/lead/lead.txt
View File

@@ -2,9 +2,9 @@
{
"owner": "Administrator",
"docstatus": 0,
"creation": "2012-11-02 17:16:46",
"creation": "2013-01-10 16:34:18",
"modified_by": "Administrator",
"modified": "2012-11-27 18:27:47"
"modified": "2013-01-16 10:51:58"
},
{
"autoname": "naming_series:",
@@ -29,6 +29,7 @@
"doctype": "DocPerm",
"read": 1,
"parenttype": "DocType",
"report": 1,
"parentfield": "permissions"
},
{
@@ -39,19 +40,17 @@
"description": "To manage multiple series please go to Setup > Manage Series",
"no_copy": 1,
"oldfieldtype": "Select",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Naming Series",
"oldfieldname": "naming_series",
"permlevel": 0,
"options": "LEAD\nLEAD/10-11/\nLEAD/MUMBAI/",
"fieldname": "naming_series",
"fieldtype": "Select",
"reqd": 0,
"options": "LEAD\nLEAD/10-11/\nLEAD/MUMBAI/"
"permlevel": 0
},
{
"oldfieldtype": "Data",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Contact Name",
"oldfieldname": "lead_name",
@@ -64,7 +63,6 @@
},
{
"oldfieldtype": "Data",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Email Id",
"oldfieldname": "email_id",
@@ -84,29 +82,25 @@
"permlevel": 0,
"no_copy": 1,
"oldfieldtype": "Select",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Status",
"oldfieldname": "status",
"default": "Open",
"trigger": "Client",
"fieldname": "status",
"fieldtype": "Select",
"search_index": 1,
"reqd": 1,
"options": "\nOpen\nAttempted to Contact\nContact in Future\nContacted\nInterested\nNot interested\nLead Lost\nConverted",
"options": "\nOpen\nReplied\nAttempted to Contact\nContact in Future\nContacted\nInterested\nNot interested\nLead Lost\nConverted",
"in_filter": 1
},
{
"description": "Source of the lead. If via a campaign, select \"Campaign\"",
"no_copy": 1,
"oldfieldtype": "Select",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Source",
"oldfieldname": "source",
"permlevel": 0,
"trigger": "Client",
"fieldname": "source",
"fieldtype": "Select",
"search_index": 0,
@@ -121,9 +115,8 @@
"permlevel": 0
},
{
"allow_on_submit": 0,
"oldfieldtype": "Table",
"colour": "White:FFF",
"allow_on_submit": 0,
"doctype": "DocField",
"label": "Communication HTML",
"oldfieldname": "follow_up",
@@ -141,45 +134,41 @@
{
"description": "Name of organization from where lead has come",
"oldfieldtype": "Data",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Company Name",
"oldfieldname": "company_name",
"trigger": "Client",
"fieldname": "company_name",
"fieldtype": "Data",
"search_index": 0,
"reqd": 0,
"in_filter": 1,
"permlevel": 0
"permlevel": 0,
"in_filter": 1
},
{
"description": "Source of th",
"oldfieldtype": "Link",
"colour": "White:FFF",
"doctype": "DocField",
"label": "From Customer",
"oldfieldname": "customer",
"permlevel": 0,
"options": "Customer",
"fieldname": "customer",
"fieldtype": "Link",
"depends_on": "eval:doc.source == 'Existing Customer'",
"hidden": 0,
"options": "Customer"
"permlevel": 0
},
{
"description": "Enter campaign name if the source of lead is campaign.",
"oldfieldtype": "Link",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Campaign Name",
"oldfieldname": "campaign_name",
"permlevel": 0,
"options": "Campaign",
"fieldname": "campaign_name",
"fieldtype": "Link",
"depends_on": "eval:doc.source == 'Campaign'",
"hidden": 0,
"options": "Campaign"
"permlevel": 0
},
{
"doctype": "DocField",
@@ -190,7 +179,6 @@
},
{
"oldfieldtype": "Select",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Lead Type",
"oldfieldname": "type",
@@ -202,7 +190,6 @@
},
{
"oldfieldtype": "Text",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Remark",
"oldfieldname": "remark",
@@ -220,7 +207,6 @@
},
{
"oldfieldtype": "Data",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Phone",
"oldfieldname": "contact_no",
@@ -260,7 +246,6 @@
"print_hide": 1,
"description": "<a href=\"javascript:cur_frm.cscript.TerritoryHelp();\">To manage Territory, click here</a>",
"oldfieldtype": "Link",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Territory",
"oldfieldname": "territory",
@@ -313,17 +298,15 @@
"doctype": "DocField",
"label": "Country",
"oldfieldname": "country",
"trigger": "Client",
"options": "link:Country",
"fieldname": "country",
"fieldtype": "Select",
"reqd": 0,
"options": "link:Country",
"permlevel": 0
},
{
"print_hide": 1,
"oldfieldtype": "Select",
"colour": "White:FFF",
"doctype": "DocField",
"label": "State",
"oldfieldname": "state",
@@ -344,7 +327,6 @@
},
{
"oldfieldtype": "Section Break",
"colour": "White:FFF",
"doctype": "DocField",
"label": "More Info",
"fieldname": "more_info",
@@ -436,7 +418,6 @@
"description": "Your sales person who will contact the lead in future",
"permlevel": 0,
"oldfieldtype": "Link",
"colour": "White:FFF",
"allow_on_submit": 0,
"doctype": "DocField",
"label": "Next Contact By",
@@ -453,7 +434,6 @@
"description": "Your sales person will get a reminder on this date to contact the lead",
"no_copy": 1,
"oldfieldtype": "Date",
"colour": "White:FFF",
"allow_on_submit": 0,
"doctype": "DocField",
"label": "Next Contact Date",
@@ -470,7 +450,6 @@
"description": "Date on which the lead was last contacted",
"no_copy": 1,
"oldfieldtype": "Date",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Last Contact Date",
"oldfieldname": "last_contact_date",
@@ -481,7 +460,6 @@
},
{
"oldfieldtype": "Link",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Company",
"oldfieldname": "company",
@@ -563,21 +541,5 @@
"role": "Sales User",
"cancel": 0,
"permlevel": 1
},
{
"create": 1,
"doctype": "DocPerm",
"write": 1,
"role": "System Manager",
"cancel": 0,
"permlevel": 0
},
{
"create": 1,
"doctype": "DocPerm",
"write": 1,
"role": "Guest",
"cancel": 0,
"permlevel": 0
}
]

5
selling/doctype/lead/lead_list.js
View File

@@ -16,7 +16,10 @@ wn.doclistviews['Lead'] = wn.views.ListView.extend({
if(data.status=='Interested') {
data.label_type = 'success'
}
else if(['Open', 'Attempted to Contact', 'Contacted', 'Contact in Future'].indexOf(data.status)!=-1) {
if(data.status=="Open") {
data.label_type = "important"
}
else if(['Attempted to Contact', 'Contacted', 'Contact in Future'].indexOf(data.status)!=-1) {
data.label_type = 'info'
}
data.status_html = repl('<span class="label label-%(label_type)s">%(status)s</span>', data);