mirror of
https://github.com/frappe/erpnext.git
synced 2026-05-09 00:01:18 +00:00
removed next_contact in quotation, fixed regex to convert relative links to absolute
This commit is contained in:
Rushabh Mehta
@@ -80,5 +80,5 @@ class DocType(TransactionBase):
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def on_trash(self):
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webnotes.conn.sql("""update tabCommunication set lead='' where lead=%s""",
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self.doc.name)
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webnotes.conn.sql("""update `tabSupport Ticket` set contact='' where contact=%s""",
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webnotes.conn.sql("""update `tabSupport Ticket` set lead='' where lead=%s""",
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self.doc.name)
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@@ -47,11 +47,6 @@ cur_frm.cscript.onload = function(doc, cdt, cdn) {
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hide_field(['customer','customer_address','contact_person', 'customer_name','contact_display', 'customer_group']);
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}
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}
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//cur_frm.cscript.make_communication_body();
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if(cur_frm.fields_dict.contact_by.df.options.match(/^Profile/)) {
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cur_frm.fields_dict.contact_by.get_query = erpnext.utils.profile_query;
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}
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}
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cur_frm.cscript.onload_post_render = function(doc, dt, dn) {
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@@ -195,58 +195,11 @@ class DocType(TransactionBase):
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self.doc.in_words_export = sales_com_obj.get_total_in_words(self.doc.currency, self.doc.rounded_total_export)
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def on_update(self):
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# Add to calendar
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if self.doc.contact_date and self.doc.contact_date_ref != self.doc.contact_date:
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if self.doc.contact_by:
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self.add_calendar_event()
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webnotes.conn.set(self.doc, 'contact_date_ref',self.doc.contact_date)
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# Set Quotation Status
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webnotes.conn.set(self.doc, 'status', 'Draft')
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# subject for follow
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self.doc.subject = '[%(status)s] To %(customer)s worth %(currency)s %(grand_total)s' % self.doc.fields
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# Add to Calendar
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# ====================================================================================================================
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def add_calendar_event(self):
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desc=''
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user_lst =[]
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if self.doc.customer:
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if self.doc.contact_person:
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desc = 'Contact '+cstr(self.doc.contact_person)
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else:
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desc = 'Contact customer '+cstr(self.doc.customer)
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elif self.doc.lead:
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if self.doc.lead_name:
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desc = 'Contact '+cstr(self.doc.lead_name)
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else:
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desc = 'Contact lead '+cstr(self.doc.lead)
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desc = desc+ '.By : ' + cstr(self.doc.contact_by)
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if self.doc.to_discuss:
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desc = desc+' To Discuss : ' + cstr(self.doc.to_discuss)
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ev = Document('Event')
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ev.description = desc
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ev.event_date = self.doc.contact_date
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ev.event_hour = '10:00'
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ev.event_type = 'Private'
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ev.ref_type = 'Opportunity'
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ev.ref_name = self.doc.name
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ev.save(1)
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user_lst.append(self.doc.owner)
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chk = sql("select t1.name from `tabProfile` t1, `tabSales Person` t2 where t2.email_id = t1.name and t2.name=%s",self.doc.contact_by)
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if chk:
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user_lst.append(chk[0][0])
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for d in user_lst:
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ch = addchild(ev, 'event_individuals', 'Event User', 0)
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ch.person = d
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ch.save(1)
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#update enquiry
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#------------------
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@@ -2,9 +2,9 @@
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{
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"owner": "Administrator",
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"docstatus": 0,
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"creation": "2012-11-28 11:26:20",
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"creation": "2012-12-07 15:15:27",
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"modified_by": "Administrator",
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"modified": "2012-12-03 17:10:41"
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"modified": "2012-12-19 12:13:38"
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},
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{
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"is_submittable": 1,
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@@ -51,7 +51,6 @@
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"description": "To manage multiple series please go to Setup > Manage Series",
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"no_copy": 1,
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"oldfieldtype": "Select",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Naming Series",
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"oldfieldname": "naming_series",
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@@ -64,12 +63,10 @@
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{
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"print_hide": 1,
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"oldfieldtype": "Select",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Quotation To",
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"oldfieldname": "quotation_to",
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"permlevel": 0,
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"trigger": "Client",
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"fieldname": "quotation_to",
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"fieldtype": "Select",
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"reqd": 1,
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@@ -80,12 +77,10 @@
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{
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"print_hide": 1,
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"oldfieldtype": "Link",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Customer",
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"oldfieldname": "customer",
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"permlevel": 0,
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"trigger": "Client",
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"fieldname": "customer",
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"fieldtype": "Link",
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"search_index": 1,
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@@ -96,20 +91,17 @@
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{
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"print_hide": 1,
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"oldfieldtype": "Link",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Lead",
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"oldfieldname": "lead",
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"permlevel": 0,
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"trigger": "Client",
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"options": "Lead",
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"fieldname": "lead",
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"fieldtype": "Link",
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"hidden": 0,
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"options": "Lead",
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"permlevel": 0,
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"in_filter": 1
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},
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{
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Lead Name",
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"fieldname": "lead_name",
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@@ -119,7 +111,6 @@
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"in_filter": 0
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},
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{
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Customer Name",
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"fieldname": "customer_name",
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@@ -138,7 +129,6 @@
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{
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"print_hide": 0,
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"oldfieldtype": "Small Text",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Address",
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"oldfieldname": "customer_address",
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@@ -152,7 +142,6 @@
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},
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{
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"print_hide": 0,
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Contact",
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"fieldname": "contact_display",
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@@ -163,7 +152,6 @@
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},
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{
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"print_hide": 0,
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Mobile No",
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"fieldname": "contact_mobile",
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@@ -173,7 +161,6 @@
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},
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{
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"print_hide": 1,
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Contact Email",
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"fieldname": "contact_email",
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@@ -183,7 +170,6 @@
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},
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{
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"oldfieldtype": "Column Break",
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"colour": "White:FFF",
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"doctype": "DocField",
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"width": "50%",
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"fieldname": "column_break1",
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@@ -210,7 +196,6 @@
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"print_hide": 1,
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"default": "Sales",
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"oldfieldtype": "Select",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Order Type",
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"oldfieldname": "order_type",
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@@ -225,7 +210,6 @@
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{
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"print_hide": 0,
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"oldfieldtype": "Section Break",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Items",
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"fieldname": "items",
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@@ -235,7 +219,6 @@
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},
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{
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"oldfieldtype": "Table",
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"colour": "White:FFF",
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"allow_on_submit": 1,
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"doctype": "DocField",
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"label": "Quotation Items",
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@@ -278,7 +261,6 @@
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"oldfieldtype": "Button",
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"doctype": "DocField",
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"label": "Re-Calculate Values",
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"trigger": "Client",
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"fieldname": "recalculate_values",
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"fieldtype": "Button",
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"permlevel": 0
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@@ -295,7 +277,6 @@
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"description": "To create Quotation against Opportunity, Select Opportunity No. and click on 'Pull Opportunity Details' ",
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"no_copy": 0,
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"oldfieldtype": "Link",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Opportunity No",
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"oldfieldname": "enq_no",
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@@ -314,7 +295,6 @@
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"oldfieldtype": "Button",
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"doctype": "DocField",
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"label": "Pull Opportunity Detail",
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"trigger": "Client",
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"fieldname": "pull_enquiry_detail",
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"fieldtype": "Button",
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"hidden": 0,
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@@ -322,7 +302,6 @@
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"report_hide": 0
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},
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{
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Price List and Currency",
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"fieldname": "section_break0",
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@@ -334,12 +313,10 @@
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"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.",
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"permlevel": 0,
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"oldfieldtype": "Select",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Price List",
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"oldfieldname": "price_list_name",
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"width": "100px",
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"trigger": "Client",
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"fieldname": "price_list_name",
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"fieldtype": "Select",
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"search_index": 0,
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@@ -350,7 +327,6 @@
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{
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"print_hide": 1,
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"description": "Select the currency in which price list is maintained",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Price List Currency",
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"options": "link:Currency",
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@@ -362,7 +338,6 @@
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{
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"print_hide": 1,
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"description": "Rate at which Price list currency is converted to company's base currency",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Price List Currency Conversion Rate",
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"fieldname": "plc_conversion_rate",
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@@ -382,12 +357,10 @@
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"description": "Customer's currency - If you want to select a currency that is not the default currency, then you must also specify the Currency Conversion Rate.",
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"permlevel": 0,
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"oldfieldtype": "Select",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Currency",
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"oldfieldname": "currency",
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"width": "100px",
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"trigger": "Client",
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"fieldname": "currency",
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"fieldtype": "Select",
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"search_index": 0,
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@@ -400,12 +373,10 @@
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"description": "Rate at which customer's currency is converted to company's base currency",
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"default": "1.00",
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"oldfieldtype": "Currency",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Conversion Rate",
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"oldfieldname": "conversion_rate",
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"width": "100px",
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"trigger": "Client",
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"fieldname": "conversion_rate",
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"fieldtype": "Float",
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"reqd": 1,
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@@ -413,7 +384,6 @@
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},
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{
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"oldfieldtype": "Section Break",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Taxes",
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"fieldname": "taxes",
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@@ -426,11 +396,10 @@
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"doctype": "DocField",
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"label": "Sales Taxes and Charges",
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"oldfieldname": "charge",
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"trigger": "Client",
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"options": "Sales Taxes and Charges Master",
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"fieldname": "charge",
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"fieldtype": "Link",
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"hidden": 0,
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"options": "Sales Taxes and Charges Master",
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"permlevel": 0
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},
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{
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@@ -438,7 +407,6 @@
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"oldfieldtype": "Button",
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"doctype": "DocField",
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"label": "Get Taxes and Charges",
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"trigger": "Client",
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"fieldname": "get_charges",
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"fieldtype": "Button",
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"hidden": 0,
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@@ -457,10 +425,8 @@
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{
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"print_hide": 1,
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"oldfieldtype": "Button",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Calculate Taxes and Charges",
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"trigger": "Client",
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"fieldname": "calculate_charges",
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"fieldtype": "Button",
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"permlevel": 0
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@@ -487,7 +453,6 @@
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{
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"print_hide": 1,
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"oldfieldtype": "Section Break",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Totals",
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"fieldname": "totals",
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@@ -515,7 +480,6 @@
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"label": "Rounded Total",
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"oldfieldname": "rounded_total",
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"width": "200px",
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"trigger": "Client",
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"fieldname": "rounded_total",
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"fieldtype": "Currency",
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"permlevel": 1
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@@ -525,7 +489,6 @@
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"description": "In Words will be visible once you save the Quotation.",
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"no_copy": 0,
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"oldfieldtype": "Data",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "In Words",
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"oldfieldname": "in_words",
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@@ -573,7 +536,6 @@
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"print_hide": 0,
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||||
"no_copy": 0,
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"oldfieldtype": "Data",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "In Words",
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"oldfieldname": "in_words_export",
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@@ -586,7 +548,6 @@
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"print_hide": 0,
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||||
"description": "Add Terms and Conditions for the Quotation like Payment Terms, Validity of Offer etc. You can also prepare a Terms and Conditions Master and use the Template",
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"oldfieldtype": "Section Break",
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||||
"colour": "White:FFF",
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||||
"doctype": "DocField",
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||||
"label": "Terms and Conditions",
|
||||
"fieldname": "terms_section_break",
|
||||
@@ -649,26 +610,22 @@
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||||
},
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||||
{
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||||
"print_hide": 1,
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||||
"colour": "White:FFF",
|
||||
"doctype": "DocField",
|
||||
"label": "Customer Address",
|
||||
"trigger": "Client",
|
||||
"options": "Address",
|
||||
"fieldname": "customer_address",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
"options": "Address",
|
||||
"permlevel": 0,
|
||||
"in_filter": 1
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"oldfieldtype": "Link",
|
||||
"colour": "White:FFF",
|
||||
"doctype": "DocField",
|
||||
"label": "Contact Person",
|
||||
"oldfieldname": "contact_person",
|
||||
"permlevel": 0,
|
||||
"trigger": "Client",
|
||||
"fieldname": "contact_person",
|
||||
"fieldtype": "Link",
|
||||
"reqd": 0,
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||||
@@ -687,11 +644,9 @@
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||||
"print_hide": 1,
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||||
"description": "Will be fetched from Customer",
|
||||
"search_index": 0,
|
||||
"colour": "White:FFF",
|
||||
"doctype": "DocField",
|
||||
"label": "Territory",
|
||||
"permlevel": 0,
|
||||
"trigger": "Client",
|
||||
"fieldname": "territory",
|
||||
"fieldtype": "Link",
|
||||
"reqd": 1,
|
||||
@@ -702,12 +657,10 @@
|
||||
{
|
||||
"print_hide": 1,
|
||||
"oldfieldtype": "Link",
|
||||
"colour": "White:FFF",
|
||||
"doctype": "DocField",
|
||||
"label": "Customer Group",
|
||||
"oldfieldname": "customer_group",
|
||||
"permlevel": 0,
|
||||
"trigger": "Client",
|
||||
"fieldname": "customer_group",
|
||||
"fieldtype": "Link",
|
||||
"search_index": 0,
|
||||
@@ -719,7 +672,6 @@
|
||||
"print_hide": 1,
|
||||
"description": "Filling in additional information about the Quotation will help you analyze your data better.",
|
||||
"oldfieldtype": "Section Break",
|
||||
"colour": "White:FFF",
|
||||
"doctype": "DocField",
|
||||
"label": "More Info",
|
||||
"fieldname": "more_info",
|
||||
@@ -743,12 +695,10 @@
|
||||
"description": "Select the relevant company name if you have multiple companies.",
|
||||
"permlevel": 0,
|
||||
"oldfieldtype": "Link",
|
||||
"colour": "White:FFF",
|
||||
"doctype": "DocField",
|
||||
"label": "Company",
|
||||
"oldfieldname": "company",
|
||||
"width": "150px",
|
||||
"trigger": "Client",
|
||||
"fieldname": "company",
|
||||
"fieldtype": "Link",
|
||||
"search_index": 0,
|
||||
@@ -756,10 +706,23 @@
|
||||
"in_filter": 1,
|
||||
"options": "Company"
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"no_copy": 0,
|
||||
"oldfieldtype": "Select",
|
||||
"doctype": "DocField",
|
||||
"label": "Source",
|
||||
"oldfieldname": "source",
|
||||
"permlevel": 0,
|
||||
"fieldname": "source",
|
||||
"fieldtype": "Select",
|
||||
"hidden": 0,
|
||||
"options": "\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign",
|
||||
"report_hide": 0
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"oldfieldtype": "Select",
|
||||
"colour": "White:FFF",
|
||||
"doctype": "DocField",
|
||||
"label": "Fiscal Year",
|
||||
"oldfieldname": "fiscal_year",
|
||||
@@ -775,7 +738,6 @@
|
||||
"print_hide": 1,
|
||||
"no_copy": 0,
|
||||
"oldfieldtype": "Text",
|
||||
"colour": "White:FFF",
|
||||
"doctype": "DocField",
|
||||
"label": "Opportunity Item",
|
||||
"oldfieldname": "enq_det",
|
||||
@@ -785,61 +747,6 @@
|
||||
"permlevel": 1,
|
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"report_hide": 0
|
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},
|
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{
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"print_hide": 1,
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"no_copy": 0,
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||||
"oldfieldtype": "Select",
|
||||
"colour": "White:FFF",
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"doctype": "DocField",
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||||
"label": "Source",
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||||
"oldfieldname": "source",
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"permlevel": 0,
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"fieldname": "source",
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"fieldtype": "Select",
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||||
"hidden": 0,
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"options": "\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign",
|
||||
"report_hide": 0
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
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||||
"no_copy": 0,
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"oldfieldtype": "Link",
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||||
"colour": "White:FFF",
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||||
"doctype": "DocField",
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||||
"label": "Campaign",
|
||||
"oldfieldname": "campaign",
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||||
"permlevel": 0,
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"fieldname": "campaign",
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||||
"fieldtype": "Link",
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||||
"hidden": 0,
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"options": "Campaign",
|
||||
"report_hide": 0
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||||
},
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||||
{
|
||||
"print_hide": 1,
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"no_copy": 1,
|
||||
"oldfieldtype": "Data",
|
||||
"colour": "White:FFF",
|
||||
"doctype": "DocField",
|
||||
"label": "Cancel Reason",
|
||||
"oldfieldname": "cancel_reason",
|
||||
"fieldname": "cancel_reason",
|
||||
"fieldtype": "Data",
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||||
"permlevel": 1,
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"report_hide": 0
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},
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{
|
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"print_hide": 1,
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"no_copy": 1,
|
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"oldfieldtype": "Small Text",
|
||||
"colour": "White:FFF",
|
||||
"doctype": "DocField",
|
||||
"label": "Quotation Lost Reason",
|
||||
"oldfieldname": "order_lost_reason",
|
||||
"fieldname": "order_lost_reason",
|
||||
"fieldtype": "Small Text",
|
||||
"permlevel": 1
|
||||
},
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{
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"print_hide": 1,
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"oldfieldtype": "Column Break",
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@@ -854,7 +761,6 @@
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||||
"permlevel": 1,
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"no_copy": 1,
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"oldfieldtype": "Select",
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"colour": "White:FFF",
|
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"allow_on_submit": 0,
|
||||
"doctype": "DocField",
|
||||
"label": "Status",
|
||||
@@ -867,6 +773,32 @@
|
||||
"options": "\nDraft\nSubmitted\nOrder Confirmed\nOrder Lost\nCancelled",
|
||||
"in_filter": 1
|
||||
},
|
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{
|
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"print_hide": 1,
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"no_copy": 0,
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"oldfieldtype": "Link",
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"doctype": "DocField",
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"label": "Campaign",
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"oldfieldname": "campaign",
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"permlevel": 0,
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"fieldname": "campaign",
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"fieldtype": "Link",
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"hidden": 0,
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"options": "Campaign",
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"report_hide": 0
|
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},
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{
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"print_hide": 1,
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"no_copy": 1,
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"oldfieldtype": "Small Text",
|
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"allow_on_submit": 1,
|
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"doctype": "DocField",
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"label": "Quotation Lost Reason",
|
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"oldfieldname": "order_lost_reason",
|
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"fieldname": "order_lost_reason",
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"fieldtype": "Small Text",
|
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"permlevel": 0
|
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},
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{
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"print_hide": 1,
|
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"no_copy": 1,
|
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@@ -881,52 +813,6 @@
|
||||
"options": "Print Heading",
|
||||
"report_hide": 1
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"description": "Your sales person who will contact the customer/lead in future",
|
||||
"oldfieldtype": "Link",
|
||||
"doctype": "DocField",
|
||||
"label": "Next Contact By",
|
||||
"oldfieldname": "contact_by",
|
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"options": "Profile",
|
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"fieldname": "contact_by",
|
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"fieldtype": "Link",
|
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"permlevel": 0
|
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},
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{
|
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"print_hide": 1,
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"description": "Your sales person will get a reminder on this date to contact the customer/lead",
|
||||
"oldfieldtype": "Date",
|
||||
"doctype": "DocField",
|
||||
"label": "Next Contact Date",
|
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"oldfieldname": "contact_date",
|
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"fieldname": "contact_date",
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"fieldtype": "Date",
|
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"permlevel": 0
|
||||
},
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||||
{
|
||||
"print_hide": 1,
|
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"description": "Date on which the lead/customer was last contacted",
|
||||
"no_copy": 1,
|
||||
"oldfieldtype": "Date",
|
||||
"colour": "White:FFF",
|
||||
"doctype": "DocField",
|
||||
"label": "Last Contact Date",
|
||||
"oldfieldname": "last_contact_date",
|
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"fieldname": "last_contact_date",
|
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"fieldtype": "Date",
|
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"permlevel": 1
|
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},
|
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{
|
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"print_hide": 1,
|
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"oldfieldtype": "Small Text",
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"doctype": "DocField",
|
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"label": "To Discuss",
|
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"oldfieldname": "to_discuss",
|
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"fieldname": "to_discuss",
|
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"fieldtype": "Small Text",
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"permlevel": 0
|
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},
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{
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"print_hide": 1,
|
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"no_copy": 1,
|
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@@ -956,7 +842,6 @@
|
||||
"print_hide": 1,
|
||||
"description": "Keep a track on communications regarding this Quotation. This will help you remember earlier communications in case the Customer comes back again",
|
||||
"oldfieldtype": "Section Break",
|
||||
"colour": "White:FFF",
|
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"doctype": "DocField",
|
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"label": "Communication History",
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"fieldname": "communication_history",
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@@ -966,7 +851,6 @@
|
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{
|
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"print_hide": 1,
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"oldfieldtype": "Table",
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"colour": "White:FFF",
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"allow_on_submit": 1,
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"doctype": "DocField",
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"label": "Communication HTML",
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@@ -979,7 +863,6 @@
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{
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"print_hide": 1,
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"no_copy": 1,
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "File List",
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"fieldname": "file_list",
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@@ -987,14 +870,34 @@
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"hidden": 1,
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"permlevel": 0
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},
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{
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"amend": 0,
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"create": 0,
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"doctype": "DocPerm",
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"submit": 0,
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"write": 0,
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"cancel": 0,
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"role": "Sales Manager",
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"permlevel": 1
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},
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{
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"amend": 1,
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"create": 1,
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"doctype": "DocPerm",
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"submit": 1,
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"write": 1,
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"role": "Sales User",
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"cancel": 1,
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"role": "Sales Manager",
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"permlevel": 0
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},
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{
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"amend": 1,
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"create": 1,
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"doctype": "DocPerm",
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"submit": 1,
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"write": 1,
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"cancel": 1,
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"role": "Sales User",
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"permlevel": 0
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},
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{
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@@ -1003,15 +906,29 @@
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"doctype": "DocPerm",
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"submit": 0,
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"write": 0,
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"role": "Sales User",
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"cancel": 0,
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"role": "Sales User",
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"permlevel": 1
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},
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{
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"amend": 0,
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"create": 0,
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"doctype": "DocPerm",
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"submit": 0,
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"write": 0,
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"cancel": 0,
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"role": "Customer",
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"permlevel": 0,
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"match": "customer_name"
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"permlevel": 0
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},
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{
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"amend": 1,
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"create": 1,
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"doctype": "DocPerm",
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"submit": 1,
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"write": 1,
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"cancel": 1,
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"role": "Maintenance Manager",
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"permlevel": 0
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},
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{
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"amend": 0,
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@@ -1019,32 +936,7 @@
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"doctype": "DocPerm",
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"submit": 0,
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"write": 0,
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"role": "Sales Manager",
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"cancel": 0,
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"permlevel": 1
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},
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{
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"amend": 1,
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"create": 1,
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"doctype": "DocPerm",
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"submit": 1,
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"write": 1,
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"role": "Sales Manager",
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"cancel": 1,
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"permlevel": 0
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},
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{
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"amend": 1,
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"create": 1,
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"doctype": "DocPerm",
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"submit": 1,
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"write": 1,
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"role": "Maintenance Manager",
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"cancel": 1,
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"permlevel": 0
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},
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{
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"doctype": "DocPerm",
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"role": "Maintenance Manager",
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"permlevel": 1
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},
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@@ -1054,12 +946,17 @@
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"doctype": "DocPerm",
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"submit": 1,
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"write": 1,
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"cancel": 1,
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"role": "Maintenance User",
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"cancel": 1,
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"permlevel": 0
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},
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{
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"amend": 0,
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"create": 0,
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"doctype": "DocPerm",
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"submit": 0,
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"write": 0,
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"cancel": 0,
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"role": "Maintenance User",
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"permlevel": 1
|
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}
|
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|
||||
Reference in New Issue
Block a user