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This commit is contained in:
Ankush Menat
2022-03-28 18:52:46 +05:30
parent 21e00da3d6
commit 494bd9ef78
1395 changed files with 91704 additions and 62532 deletions
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143
erpnext/crm/doctype/appointment/appointment.py
View File

@@ -12,17 +12,17 @@ from frappe.utils.verified_command import get_signed_params
class Appointment(Document):
def find_lead_by_email(self):
lead_list = frappe.get_list(
'Lead', filters={'email_id': self.customer_email}, ignore_permissions=True)
"Lead", filters={"email_id": self.customer_email}, ignore_permissions=True
)
if lead_list:
return lead_list[0].name
return None
def find_customer_by_email(self):
customer_list = frappe.get_list(
'Customer', filters={'email_id': self.customer_email}, ignore_permissions=True
"Customer", filters={"email_id": self.customer_email}, ignore_permissions=True
)
if customer_list:
return customer_list[0].name
@@ -30,11 +30,12 @@ class Appointment(Document):
def before_insert(self):
number_of_appointments_in_same_slot = frappe.db.count(
'Appointment', filters={'scheduled_time': self.scheduled_time})
number_of_agents = frappe.db.get_single_value('Appointment Booking Settings', 'number_of_agents')
"Appointment", filters={"scheduled_time": self.scheduled_time}
)
number_of_agents = frappe.db.get_single_value("Appointment Booking Settings", "number_of_agents")
if not number_of_agents == 0:
if (number_of_appointments_in_same_slot >= number_of_agents):
frappe.throw(_('Time slot is not available'))
if number_of_appointments_in_same_slot >= number_of_agents:
frappe.throw(_("Time slot is not available"))
# Link lead
if not self.party:
lead = self.find_lead_by_email()
@@ -53,45 +54,46 @@ class Appointment(Document):
self.create_calendar_event()
else:
# Set status to unverified
self.status = 'Unverified'
self.status = "Unverified"
# Send email to confirm
self.send_confirmation_email()
def send_confirmation_email(self):
verify_url = self._get_verify_url()
template = 'confirm_appointment'
template = "confirm_appointment"
args = {
"link":verify_url,
"site_url":frappe.utils.get_url(),
"full_name":self.customer_name,
"link": verify_url,
"site_url": frappe.utils.get_url(),
"full_name": self.customer_name,
}
frappe.sendmail(recipients=[self.customer_email],
template=template,
args=args,
subject=_('Appointment Confirmation'))
frappe.sendmail(
recipients=[self.customer_email],
template=template,
args=args,
subject=_("Appointment Confirmation"),
)
if frappe.session.user == "Guest":
frappe.msgprint(_("Please check your email to confirm the appointment"))
else:
frappe.msgprint(
_('Please check your email to confirm the appointment'))
else :
frappe.msgprint(
_('Appointment was created. But no lead was found. Please check the email to confirm'))
_("Appointment was created. But no lead was found. Please check the email to confirm")
)
def on_change(self):
# Sync Calendar
if not self.calendar_event:
return
cal_event = frappe.get_doc('Event', self.calendar_event)
cal_event = frappe.get_doc("Event", self.calendar_event)
cal_event.starts_on = self.scheduled_time
cal_event.save(ignore_permissions=True)
def set_verified(self, email):
if not email == self.customer_email:
frappe.throw(_('Email verification failed.'))
frappe.throw(_("Email verification failed."))
# Create new lead
self.create_lead_and_link()
# Remove unverified status
self.status = 'Open'
self.status = "Open"
# Create calender event
self.auto_assign()
self.create_calendar_event()
@@ -102,58 +104,53 @@ class Appointment(Document):
# Return if already linked
if self.party:
return
lead = frappe.get_doc({
'doctype': 'Lead',
'lead_name': self.customer_name,
'email_id': self.customer_email,
'notes': self.customer_details,
'phone': self.customer_phone_number,
})
lead = frappe.get_doc(
{
"doctype": "Lead",
"lead_name": self.customer_name,
"email_id": self.customer_email,
"notes": self.customer_details,
"phone": self.customer_phone_number,
}
)
lead.insert(ignore_permissions=True)
# Link lead
self.party = lead.name
def auto_assign(self):
from frappe.desk.form.assign_to import add as add_assignemnt
existing_assignee = self.get_assignee_from_latest_opportunity()
if existing_assignee:
# If the latest opportunity is assigned to someone
# Assign the appointment to the same
add_assignemnt({
'doctype': self.doctype,
'name': self.name,
'assign_to': [existing_assignee]
})
add_assignemnt({"doctype": self.doctype, "name": self.name, "assign_to": [existing_assignee]})
return
if self._assign:
return
available_agents = _get_agents_sorted_by_asc_workload(
getdate(self.scheduled_time))
available_agents = _get_agents_sorted_by_asc_workload(getdate(self.scheduled_time))
for agent in available_agents:
if(_check_agent_availability(agent, self.scheduled_time)):
if _check_agent_availability(agent, self.scheduled_time):
agent = agent[0]
add_assignemnt({
'doctype': self.doctype,
'name': self.name,
'assign_to': [agent]
})
add_assignemnt({"doctype": self.doctype, "name": self.name, "assign_to": [agent]})
break
def get_assignee_from_latest_opportunity(self):
if not self.party:
return None
if not frappe.db.exists('Lead', self.party):
if not frappe.db.exists("Lead", self.party):
return None
opporutnities = frappe.get_list(
'Opportunity',
"Opportunity",
filters={
'party_name': self.party,
"party_name": self.party,
},
ignore_permissions=True,
order_by='creation desc')
order_by="creation desc",
)
if not opporutnities:
return None
latest_opportunity = frappe.get_doc('Opportunity', opporutnities[0].name )
latest_opportunity = frappe.get_doc("Opportunity", opporutnities[0].name)
assignee = latest_opportunity._assign
if not assignee:
return None
@@ -163,35 +160,36 @@ class Appointment(Document):
def create_calendar_event(self):
if self.calendar_event:
return
appointment_event = frappe.get_doc({
'doctype': 'Event',
'subject': ' '.join(['Appointment with', self.customer_name]),
'starts_on': self.scheduled_time,
'status': 'Open',
'type': 'Public',
'send_reminder': frappe.db.get_single_value('Appointment Booking Settings', 'email_reminders'),
'event_participants': [dict(reference_doctype=self.appointment_with, reference_docname=self.party)]
})
appointment_event = frappe.get_doc(
{
"doctype": "Event",
"subject": " ".join(["Appointment with", self.customer_name]),
"starts_on": self.scheduled_time,
"status": "Open",
"type": "Public",
"send_reminder": frappe.db.get_single_value("Appointment Booking Settings", "email_reminders"),
"event_participants": [
dict(reference_doctype=self.appointment_with, reference_docname=self.party)
],
}
)
employee = _get_employee_from_user(self._assign)
if employee:
appointment_event.append('event_participants', dict(
reference_doctype='Employee',
reference_docname=employee.name))
appointment_event.append(
"event_participants", dict(reference_doctype="Employee", reference_docname=employee.name)
)
appointment_event.insert(ignore_permissions=True)
self.calendar_event = appointment_event.name
self.save(ignore_permissions=True)
def _get_verify_url(self):
verify_route = '/book_appointment/verify'
params = {
'email': self.customer_email,
'appointment': self.name
}
return get_url(verify_route + '?' + get_signed_params(params))
verify_route = "/book_appointment/verify"
params = {"email": self.customer_email, "appointment": self.name}
return get_url(verify_route + "?" + get_signed_params(params))
def _get_agents_sorted_by_asc_workload(date):
appointments = frappe.db.get_list('Appointment', fields='*')
appointments = frappe.db.get_list("Appointment", fields="*")
agent_list = _get_agent_list_as_strings()
if not appointments:
return agent_list
@@ -209,7 +207,7 @@ def _get_agents_sorted_by_asc_workload(date):
def _get_agent_list_as_strings():
agent_list_as_strings = []
agent_list = frappe.get_doc('Appointment Booking Settings').agent_list
agent_list = frappe.get_doc("Appointment Booking Settings").agent_list
for agent in agent_list:
agent_list_as_strings.append(agent.user)
return agent_list_as_strings
@@ -217,7 +215,8 @@ def _get_agent_list_as_strings():
def _check_agent_availability(agent_email, scheduled_time):
appointemnts_at_scheduled_time = frappe.get_list(
'Appointment', filters={'scheduled_time': scheduled_time})
"Appointment", filters={"scheduled_time": scheduled_time}
)
for appointment in appointemnts_at_scheduled_time:
if appointment._assign == agent_email:
return False
@@ -225,7 +224,7 @@ def _check_agent_availability(agent_email, scheduled_time):
def _get_employee_from_user(user):
employee_docname = frappe.db.get_value('Employee', {'user_id': user})
employee_docname = frappe.db.get_value("Employee", {"user_id": user})
if employee_docname:
return frappe.get_doc('Employee', employee_docname)
return frappe.get_doc("Employee", employee_docname)
return None

19
erpnext/crm/doctype/appointment_booking_settings/appointment_booking_settings.py
View File

@@ -10,8 +10,8 @@ from frappe.model.document import Document
class AppointmentBookingSettings(Document):
agent_list = [] #Hack
min_date = '01/01/1970 '
agent_list = [] # Hack
min_date = "01/01/1970 "
format_string = "%d/%m/%Y %H:%M:%S"
def validate(self):
@@ -23,21 +23,22 @@ class AppointmentBookingSettings(Document):
def validate_availability_of_slots(self):
for record in self.availability_of_slots:
from_time = datetime.datetime.strptime(
self.min_date+record.from_time, self.format_string)
to_time = datetime.datetime.strptime(
self.min_date+record.to_time, self.format_string)
timedelta = to_time-from_time
from_time = datetime.datetime.strptime(self.min_date + record.from_time, self.format_string)
to_time = datetime.datetime.strptime(self.min_date + record.to_time, self.format_string)
timedelta = to_time - from_time
self.validate_from_and_to_time(from_time, to_time, record)
self.duration_is_divisible(from_time, to_time)
def validate_from_and_to_time(self, from_time, to_time, record):
if from_time > to_time:
err_msg = _('<b>From Time</b> cannot be later than <b>To Time</b> for {0}').format(record.day_of_week)
err_msg = _("<b>From Time</b> cannot be later than <b>To Time</b> for {0}").format(
record.day_of_week
)
frappe.throw(_(err_msg))
def duration_is_divisible(self, from_time, to_time):
timedelta = to_time - from_time
if timedelta.total_seconds() % (self.appointment_duration * 60):
frappe.throw(
_('The difference between from time and To Time must be a multiple of Appointment'))
_("The difference between from time and To Time must be a multiple of Appointment")
)

2
erpnext/crm/doctype/campaign/campaign.py
View File

@@ -8,7 +8,7 @@ from frappe.model.naming import set_name_by_naming_series
class Campaign(Document):
def autoname(self):
if frappe.defaults.get_global_default('campaign_naming_by') != 'Naming Series':
if frappe.defaults.get_global_default("campaign_naming_by") != "Naming Series":
self.name = self.campaign_name
else:
set_name_by_naming_series(self)

18
erpnext/crm/doctype/contract/contract.py
View File

@@ -75,11 +75,11 @@ def get_status(start_date, end_date):
Get a Contract's status based on the start, current and end dates
Args:
start_date (str): The start date of the contract
end_date (str): The end date of the contract
start_date (str): The start date of the contract
end_date (str): The end date of the contract
Returns:
str: 'Active' if within range, otherwise 'Inactive'
str: 'Active' if within range, otherwise 'Inactive'
"""
if not end_date:
@@ -98,13 +98,13 @@ def update_status_for_contracts():
and submitted Contracts
"""
contracts = frappe.get_all("Contract",
filters={"is_signed": True,
"docstatus": 1},
fields=["name", "start_date", "end_date"])
contracts = frappe.get_all(
"Contract",
filters={"is_signed": True, "docstatus": 1},
fields=["name", "start_date", "end_date"],
)
for contract in contracts:
status = get_status(contract.get("start_date"),
contract.get("end_date"))
status = get_status(contract.get("start_date"), contract.get("end_date"))
frappe.db.set_value("Contract", contract.get("name"), "status", status)

17
erpnext/crm/doctype/contract/test_contract.py
View File

@@ -8,7 +8,6 @@ from frappe.utils import add_days, nowdate
class TestContract(unittest.TestCase):
def setUp(self):
frappe.db.sql("delete from `tabContract`")
self.contract_doc = get_contract()
@@ -65,10 +64,7 @@ class TestContract(unittest.TestCase):
# Mark all the terms as fulfilled
self.contract_doc.requires_fulfilment = 1
fulfilment_terms = []
fulfilment_terms.append({
"requirement": "This is a test requirement.",
"fulfilled": 0
})
fulfilment_terms.append({"requirement": "This is a test requirement.", "fulfilled": 0})
self.contract_doc.set("fulfilment_terms", fulfilment_terms)
for term in self.contract_doc.fulfilment_terms:
@@ -85,14 +81,8 @@ class TestContract(unittest.TestCase):
# Mark only the first term as fulfilled
self.contract_doc.save()
fulfilment_terms = []
fulfilment_terms.append({
"requirement": "This is a test requirement.",
"fulfilled": 0
})
fulfilment_terms.append({
"requirement": "This is another test requirement.",
"fulfilled": 0
})
fulfilment_terms.append({"requirement": "This is a test requirement.", "fulfilled": 0})
fulfilment_terms.append({"requirement": "This is another test requirement.", "fulfilled": 0})
self.contract_doc.set("fulfilment_terms", fulfilment_terms)
self.contract_doc.fulfilment_terms[0].fulfilled = 1
@@ -110,6 +100,7 @@ class TestContract(unittest.TestCase):
self.assertEqual(self.contract_doc.fulfilment_status, "Lapsed")
def get_contract():
doc = frappe.new_doc("Contract")
doc.party_type = "Customer"

6
erpnext/crm/doctype/contract_template/contract_template.py
View File

@@ -14,6 +14,7 @@ class ContractTemplate(Document):
if self.contract_terms:
validate_template(self.contract_terms)
@frappe.whitelist()
def get_contract_template(template_name, doc):
if isinstance(doc, str):
@@ -25,7 +26,4 @@ def get_contract_template(template_name, doc):
if contract_template.contract_terms:
contract_terms = frappe.render_template(contract_template.contract_terms, doc)
return {
'contract_template': contract_template,
'contract_terms': contract_terms
}
return {"contract_template": contract_template, "contract_terms": contract_terms}

85
erpnext/crm/doctype/email_campaign/email_campaign.py
View File

@@ -12,7 +12,7 @@ from frappe.utils import add_days, getdate, today
class EmailCampaign(Document):
def validate(self):
self.set_date()
#checking if email is set for lead. Not checking for contact as email is a mandatory field for contact.
# checking if email is set for lead. Not checking for contact as email is a mandatory field for contact.
if self.email_campaign_for == "Lead":
self.validate_lead()
self.validate_email_campaign_already_exists()
@@ -21,7 +21,7 @@ class EmailCampaign(Document):
def set_date(self):
if getdate(self.start_date) < getdate(today()):
frappe.throw(_("Start Date cannot be before the current date"))
#set the end date as start date + max(send after days) in campaign schedule
# set the end date as start date + max(send after days) in campaign schedule
send_after_days = []
campaign = frappe.get_doc("Campaign", self.campaign_name)
for entry in campaign.get("campaign_schedules"):
@@ -29,23 +29,32 @@ class EmailCampaign(Document):
try:
self.end_date = add_days(getdate(self.start_date), max(send_after_days))
except ValueError:
frappe.throw(_("Please set up the Campaign Schedule in the Campaign {0}").format(self.campaign_name))
frappe.throw(
_("Please set up the Campaign Schedule in the Campaign {0}").format(self.campaign_name)
)
def validate_lead(self):
lead_email_id = frappe.db.get_value("Lead", self.recipient, 'email_id')
lead_email_id = frappe.db.get_value("Lead", self.recipient, "email_id")
if not lead_email_id:
lead_name = frappe.db.get_value("Lead", self.recipient, 'lead_name')
lead_name = frappe.db.get_value("Lead", self.recipient, "lead_name")
frappe.throw(_("Please set an email id for the Lead {0}").format(lead_name))
def validate_email_campaign_already_exists(self):
email_campaign_exists = frappe.db.exists("Email Campaign", {
"campaign_name": self.campaign_name,
"recipient": self.recipient,
"status": ("in", ["In Progress", "Scheduled"]),
"name": ("!=", self.name)
})
email_campaign_exists = frappe.db.exists(
"Email Campaign",
{
"campaign_name": self.campaign_name,
"recipient": self.recipient,
"status": ("in", ["In Progress", "Scheduled"]),
"name": ("!=", self.name),
},
)
if email_campaign_exists:
frappe.throw(_("The Campaign '{0}' already exists for the {1} '{2}'").format(self.campaign_name, self.email_campaign_for, self.recipient))
frappe.throw(
_("The Campaign '{0}' already exists for the {1} '{2}'").format(
self.campaign_name, self.email_campaign_for, self.recipient
)
)
def update_status(self):
start_date = getdate(self.start_date)
@@ -58,51 +67,63 @@ class EmailCampaign(Document):
elif end_date < today_date:
self.status = "Completed"
#called through hooks to send campaign mails to leads
# called through hooks to send campaign mails to leads
def send_email_to_leads_or_contacts():
email_campaigns = frappe.get_all("Email Campaign", filters = { 'status': ('not in', ['Unsubscribed', 'Completed', 'Scheduled']) })
email_campaigns = frappe.get_all(
"Email Campaign", filters={"status": ("not in", ["Unsubscribed", "Completed", "Scheduled"])}
)
for camp in email_campaigns:
email_campaign = frappe.get_doc("Email Campaign", camp.name)
campaign = frappe.get_cached_doc("Campaign", email_campaign.campaign_name)
for entry in campaign.get("campaign_schedules"):
scheduled_date = add_days(email_campaign.get('start_date'), entry.get('send_after_days'))
scheduled_date = add_days(email_campaign.get("start_date"), entry.get("send_after_days"))
if scheduled_date == getdate(today()):
send_mail(entry, email_campaign)
def send_mail(entry, email_campaign):
recipient_list = []
if email_campaign.email_campaign_for == "Email Group":
for member in frappe.db.get_list("Email Group Member", filters={"email_group": email_campaign.get("recipient")}, fields=["email"]):
recipient_list.append(member['email'])
for member in frappe.db.get_list(
"Email Group Member", filters={"email_group": email_campaign.get("recipient")}, fields=["email"]
):
recipient_list.append(member["email"])
else:
recipient_list.append(frappe.db.get_value(email_campaign.email_campaign_for, email_campaign.get("recipient"), "email_id"))
recipient_list.append(
frappe.db.get_value(
email_campaign.email_campaign_for, email_campaign.get("recipient"), "email_id"
)
)
email_template = frappe.get_doc("Email Template", entry.get("email_template"))
sender = frappe.db.get_value("User", email_campaign.get("sender"), "email")
context = {"doc": frappe.get_doc(email_campaign.email_campaign_for, email_campaign.recipient)}
# send mail and link communication to document
comm = make(
doctype = "Email Campaign",
name = email_campaign.name,
subject = frappe.render_template(email_template.get("subject"), context),
content = frappe.render_template(email_template.get("response"), context),
sender = sender,
recipients = recipient_list,
communication_medium = "Email",
sent_or_received = "Sent",
send_email = True,
email_template = email_template.name
doctype="Email Campaign",
name=email_campaign.name,
subject=frappe.render_template(email_template.get("subject"), context),
content=frappe.render_template(email_template.get("response"), context),
sender=sender,
recipients=recipient_list,
communication_medium="Email",
sent_or_received="Sent",
send_email=True,
email_template=email_template.name,
)
return comm
#called from hooks on doc_event Email Unsubscribe
# called from hooks on doc_event Email Unsubscribe
def unsubscribe_recipient(unsubscribe, method):
if unsubscribe.reference_doctype == 'Email Campaign':
if unsubscribe.reference_doctype == "Email Campaign":
frappe.db.set_value("Email Campaign", unsubscribe.reference_name, "status", "Unsubscribed")
#called through hooks to update email campaign status daily
# called through hooks to update email campaign status daily
def set_email_campaign_status():
email_campaigns = frappe.get_all("Email Campaign", filters = { 'status': ('!=', 'Unsubscribed')})
email_campaigns = frappe.get_all("Email Campaign", filters={"status": ("!=", "Unsubscribed")})
for entry in email_campaigns:
email_campaign = frappe.get_doc("Email Campaign", entry.name)
email_campaign.update_status()

319
erpnext/crm/doctype/lead/lead.py
View File

@@ -23,7 +23,7 @@ from erpnext.controllers.selling_controller import SellingController
class Lead(SellingController):
def get_feed(self):
return '{0}: {1}'.format(_(self.status), self.lead_name)
return "{0}: {1}".format(_(self.status), self.lead_name)
def onload(self):
customer = frappe.db.get_value("Customer", {"lead_name": self.name})
@@ -62,8 +62,7 @@ class Lead(SellingController):
if self.contact_date and getdate(self.contact_date) < getdate(nowdate()):
frappe.throw(_("Next Contact Date cannot be in the past"))
if (self.ends_on and self.contact_date and
(getdate(self.ends_on) < getdate(self.contact_date))):
if self.ends_on and self.contact_date and (getdate(self.ends_on) < getdate(self.contact_date)):
frappe.throw(_("Ends On date cannot be before Next Contact Date."))
def on_update(self):
@@ -72,13 +71,11 @@ class Lead(SellingController):
def set_prev(self):
if self.is_new():
self._prev = frappe._dict({
"contact_date": None,
"ends_on": None,
"contact_by": None
})
self._prev = frappe._dict({"contact_date": None, "ends_on": None, "contact_by": None})
else:
self._prev = frappe.db.get_value("Lead", self.name, ["contact_date", "ends_on", "contact_by"], as_dict=1)
self._prev = frappe.db.get_value(
"Lead", self.name, ["contact_date", "ends_on", "contact_by"], as_dict=1
)
def before_insert(self):
self.contact_doc = self.create_contact()
@@ -89,39 +86,47 @@ class Lead(SellingController):
def update_links(self):
# update contact links
if self.contact_doc:
self.contact_doc.append("links", {
"link_doctype": "Lead",
"link_name": self.name,
"link_title": self.lead_name
})
self.contact_doc.append(
"links", {"link_doctype": "Lead", "link_name": self.name, "link_title": self.lead_name}
)
self.contact_doc.save()
def add_calendar_event(self, opts=None, force=False):
if frappe.db.get_single_value('CRM Settings', 'create_event_on_next_contact_date'):
super(Lead, self).add_calendar_event({
"owner": self.lead_owner,
"starts_on": self.contact_date,
"ends_on": self.ends_on or "",
"subject": ('Contact ' + cstr(self.lead_name)),
"description": ('Contact ' + cstr(self.lead_name)) + (self.contact_by and ('. By : ' + cstr(self.contact_by)) or '')
}, force)
if frappe.db.get_single_value("CRM Settings", "create_event_on_next_contact_date"):
super(Lead, self).add_calendar_event(
{
"owner": self.lead_owner,
"starts_on": self.contact_date,
"ends_on": self.ends_on or "",
"subject": ("Contact " + cstr(self.lead_name)),
"description": ("Contact " + cstr(self.lead_name))
+ (self.contact_by and (". By : " + cstr(self.contact_by)) or ""),
},
force,
)
def update_prospects(self):
prospects = frappe.get_all('Prospect Lead', filters={'lead': self.name}, fields=['parent'])
prospects = frappe.get_all("Prospect Lead", filters={"lead": self.name}, fields=["parent"])
for row in prospects:
prospect = frappe.get_doc('Prospect', row.parent)
prospect = frappe.get_doc("Prospect", row.parent)
prospect.save(ignore_permissions=True)
def check_email_id_is_unique(self):
if self.email_id:
# validate email is unique
if not frappe.db.get_single_value('CRM Settings', 'allow_lead_duplication_based_on_emails'):
duplicate_leads = frappe.get_all("Lead", filters={"email_id": self.email_id, "name": ["!=", self.name]})
duplicate_leads = [frappe.bold(get_link_to_form('Lead', lead.name)) for lead in duplicate_leads]
if not frappe.db.get_single_value("CRM Settings", "allow_lead_duplication_based_on_emails"):
duplicate_leads = frappe.get_all(
"Lead", filters={"email_id": self.email_id, "name": ["!=", self.name]}
)
duplicate_leads = [
frappe.bold(get_link_to_form("Lead", lead.name)) for lead in duplicate_leads
]
if duplicate_leads:
frappe.throw(_("Email Address must be unique, already exists for {0}")
.format(comma_and(duplicate_leads)), frappe.DuplicateEntryError)
frappe.throw(
_("Email Address must be unique, already exists for {0}").format(comma_and(duplicate_leads)),
frappe.DuplicateEntryError,
)
def on_trash(self):
frappe.db.sql("""update `tabIssue` set lead='' where lead=%s""", self.name)
@@ -130,16 +135,20 @@ class Lead(SellingController):
self.delete_events()
def unlink_dynamic_links(self):
links = frappe.get_all('Dynamic Link', filters={'link_doctype': self.doctype, 'link_name': self.name}, fields=['parent', 'parenttype'])
links = frappe.get_all(
"Dynamic Link",
filters={"link_doctype": self.doctype, "link_name": self.name},
fields=["parent", "parenttype"],
)
for link in links:
linked_doc = frappe.get_doc(link['parenttype'], link['parent'])
linked_doc = frappe.get_doc(link["parenttype"], link["parent"])
if len(linked_doc.get('links')) == 1:
if len(linked_doc.get("links")) == 1:
linked_doc.delete(ignore_permissions=True)
else:
to_remove = None
for d in linked_doc.get('links'):
for d in linked_doc.get("links"):
if d.link_doctype == self.doctype and d.link_name == self.name:
to_remove = d
if to_remove:
@@ -153,18 +162,14 @@ class Lead(SellingController):
return frappe.db.get_value("Opportunity", {"party_name": self.name, "status": ["!=", "Lost"]})
def has_quotation(self):
return frappe.db.get_value("Quotation", {
"party_name": self.name,
"docstatus": 1,
"status": ["!=", "Lost"]
})
return frappe.db.get_value(
"Quotation", {"party_name": self.name, "docstatus": 1, "status": ["!=", "Lost"]}
)
def has_lost_quotation(self):
return frappe.db.get_value("Quotation", {
"party_name": self.name,
"docstatus": 1,
"status": "Lost"
})
return frappe.db.get_value(
"Quotation", {"party_name": self.name, "docstatus": 1, "status": "Lost"}
)
def set_lead_name(self):
if not self.lead_name:
@@ -180,44 +185,38 @@ class Lead(SellingController):
self.title = self.company_name or self.lead_name
def create_contact(self):
if frappe.db.get_single_value('CRM Settings', 'auto_creation_of_contact'):
if frappe.db.get_single_value("CRM Settings", "auto_creation_of_contact"):
if not self.lead_name:
self.set_full_name()
self.set_lead_name()
contact = frappe.new_doc("Contact")
contact.update({
"first_name": self.first_name or self.lead_name,
"last_name": self.last_name,
"salutation": self.salutation,
"gender": self.gender,
"designation": self.designation,
"company_name": self.company_name,
})
contact.update(
{
"first_name": self.first_name or self.lead_name,
"last_name": self.last_name,
"salutation": self.salutation,
"gender": self.gender,
"designation": self.designation,
"company_name": self.company_name,
}
)
if self.email_id:
contact.append("email_ids", {
"email_id": self.email_id,
"is_primary": 1
})
contact.append("email_ids", {"email_id": self.email_id, "is_primary": 1})
if self.phone:
contact.append("phone_nos", {
"phone": self.phone,
"is_primary_phone": 1
})
contact.append("phone_nos", {"phone": self.phone, "is_primary_phone": 1})
if self.mobile_no:
contact.append("phone_nos", {
"phone": self.mobile_no,
"is_primary_mobile_no":1
})
contact.append("phone_nos", {"phone": self.mobile_no, "is_primary_mobile_no": 1})
contact.insert(ignore_permissions=True)
contact.reload() # load changes by hooks on contact
contact.reload() # load changes by hooks on contact
return contact
@frappe.whitelist()
def make_customer(source_name, target_doc=None):
return _make_customer(source_name, target_doc)
@@ -234,16 +233,24 @@ def _make_customer(source_name, target_doc=None, ignore_permissions=False):
target.customer_group = frappe.db.get_default("Customer Group")
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"
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",
},
}
}}, target_doc, set_missing_values, ignore_permissions=ignore_permissions)
},
target_doc,
set_missing_values,
ignore_permissions=ignore_permissions,
)
return doclist
@@ -253,19 +260,26 @@ def make_opportunity(source_name, target_doc=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": {
"campaign_name": "campaign",
"doctype": "opportunity_from",
"name": "party_name",
"lead_name": "contact_display",
"company_name": "customer_name",
"email_id": "contact_email",
"mobile_no": "contact_mobile"
target_doc = get_mapped_doc(
"Lead",
source_name,
{
"Lead": {
"doctype": "Opportunity",
"field_map": {
"campaign_name": "campaign",
"doctype": "opportunity_from",
"name": "party_name",
"lead_name": "contact_display",
"company_name": "customer_name",
"email_id": "contact_email",
"mobile_no": "contact_mobile",
},
}
}}, target_doc, set_missing_values)
},
target_doc,
set_missing_values,
)
return target_doc
@@ -275,13 +289,13 @@ def make_quotation(source_name, target_doc=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 = 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")
@@ -290,18 +304,29 @@ def make_quotation(source_name, target_doc=None):
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)
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
@@ -309,39 +334,49 @@ def _set_missing_values(source, target):
if contact:
target.contact_person = contact[0].parent
@frappe.whitelist()
def get_lead_details(lead, posting_date=None, company=None):
if not lead:
return {}
from erpnext.accounts.party import set_address_details
out = frappe._dict()
lead_doc = frappe.get_doc("Lead", lead)
lead = lead_doc
out.update({
"territory": lead.territory,
"customer_name": lead.company_name or lead.lead_name,
"contact_display": " ".join(filter(None, [lead.salutation, lead.lead_name])),
"contact_email": lead.email_id,
"contact_mobile": lead.mobile_no,
"contact_phone": lead.phone,
})
out.update(
{
"territory": lead.territory,
"customer_name": lead.company_name or lead.lead_name,
"contact_display": " ".join(filter(None, [lead.salutation, lead.lead_name])),
"contact_email": lead.email_id,
"contact_mobile": lead.mobile_no,
"contact_phone": lead.phone,
}
)
set_address_details(out, lead, "Lead")
taxes_and_charges = set_taxes(None, 'Lead', posting_date, company,
billing_address=out.get('customer_address'), shipping_address=out.get('shipping_address_name'))
taxes_and_charges = set_taxes(
None,
"Lead",
posting_date,
company,
billing_address=out.get("customer_address"),
shipping_address=out.get("shipping_address_name"),
)
if taxes_and_charges:
out['taxes_and_charges'] = taxes_and_charges
out["taxes_and_charges"] = taxes_and_charges
return out
@frappe.whitelist()
def make_lead_from_communication(communication, ignore_communication_links=False):
""" raise a issue from email """
"""raise a issue from email"""
doc = frappe.get_doc("Communication", communication)
lead_name = None
@@ -350,12 +385,14 @@ def make_lead_from_communication(communication, ignore_communication_links=False
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 = 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()
@@ -365,29 +402,41 @@ def make_lead_from_communication(communication, ignore_communication_links=False
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
leads = frappe.get_all('Lead', or_filters={
'phone': ['like', '%{}'.format(number)],
'mobile_no': ['like', '%{}'.format(number)]
}, limit=1, order_by="creation DESC")
def get_lead_with_phone_number(number):
if not number:
return
leads = frappe.get_all(
"Lead",
or_filters={
"phone": ["like", "%{}".format(number)],
"mobile_no": ["like", "%{}".format(number)],
},
limit=1,
order_by="creation DESC",
)
lead = leads[0].name if leads else None
return lead
def daily_open_lead():
leads = frappe.get_all("Lead", filters = [["contact_date", "Between", [nowdate(), nowdate()]]])
leads = frappe.get_all("Lead", filters=[["contact_date", "Between", [nowdate(), nowdate()]]])
for lead in leads:
frappe.db.set_value("Lead", lead.name, "status", "Open")
@frappe.whitelist()
def add_lead_to_prospect(lead, prospect):
prospect = frappe.get_doc('Prospect', prospect)
prospect.append('prospect_lead', {
'lead': lead
})
prospect = frappe.get_doc("Prospect", prospect)
prospect.append("prospect_lead", {"lead": lead})
prospect.save(ignore_permissions=True)
frappe.msgprint(_('Lead {0} has been added to prospect {1}.').format(frappe.bold(lead), frappe.bold(prospect.name)),
title=_('Lead Added'), indicator='green')
frappe.msgprint(
_("Lead {0} has been added to prospect {1}.").format(
frappe.bold(lead), frappe.bold(prospect.name)
),
title=_("Lead Added"),
indicator="green",
)

19
erpnext/crm/doctype/lead/lead_dashboard.py
View File

@@ -1,16 +1,9 @@
def get_data():
return {
'fieldname': 'lead',
'non_standard_fieldnames': {
'Quotation': 'party_name',
'Opportunity': 'party_name'
},
'dynamic_links': {
'party_name': ['Lead', 'quotation_to']
},
'transactions': [
{
'items': ['Opportunity', 'Quotation', 'Prospect']
},
]
"fieldname": "lead",
"non_standard_fieldnames": {"Quotation": "party_name", "Opportunity": "party_name"},
"dynamic_links": {"party_name": ["Lead", "quotation_to"]},
"transactions": [
{"items": ["Opportunity", "Quotation", "Prospect"]},
],
}

91
erpnext/crm/doctype/lead/test_lead.py
View File

@@ -7,7 +7,8 @@ import unittest
import frappe
from frappe.utils import random_string
test_records = frappe.get_test_records('Lead')
test_records = frappe.get_test_records("Lead")
class TestLead(unittest.TestCase):
def test_make_customer(self):
@@ -23,12 +24,16 @@ class TestLead(unittest.TestCase):
customer.customer_group = "_Test Customer Group"
customer.insert()
#check whether lead contact is carried forward to the customer.
contact = frappe.db.get_value('Dynamic Link', {
"parenttype": "Contact",
"link_doctype": "Lead",
"link_name": customer.lead_name,
}, "parent")
# check whether lead contact is carried forward to the customer.
contact = frappe.db.get_value(
"Dynamic Link",
{
"parenttype": "Contact",
"link_doctype": "Lead",
"link_name": customer.lead_name,
},
"parent",
)
if contact:
contact_doc = frappe.get_doc("Contact", contact)
@@ -46,51 +51,49 @@ class TestLead(unittest.TestCase):
customer.insert()
def test_create_lead_and_unlinking_dynamic_links(self):
lead_doc = make_lead(first_name = "Lorem", last_name="Ipsum", email_id="lorem_ipsum@example.com")
lead_doc = make_lead(first_name="Lorem", last_name="Ipsum", email_id="lorem_ipsum@example.com")
lead_doc_1 = make_lead()
frappe.get_doc({
"doctype": "Address",
"address_type": "Billing",
"city": "Mumbai",
"address_line1": "Vidya Vihar West",
"country": "India",
"links": [{
"link_doctype": "Lead",
"link_name": lead_doc.name
}]
}).insert()
frappe.get_doc(
{
"doctype": "Address",
"address_type": "Billing",
"city": "Mumbai",
"address_line1": "Vidya Vihar West",
"country": "India",
"links": [{"link_doctype": "Lead", "link_name": lead_doc.name}],
}
).insert()
address_1 = frappe.get_doc({
"doctype": "Address",
"address_type": "Billing",
"address_line1": "Baner",
"city": "Pune",
"country": "India",
"links": [
{
"link_doctype": "Lead",
"link_name": lead_doc.name
},
{
"link_doctype": "Lead",
"link_name": lead_doc_1.name
}
]
}).insert()
address_1 = frappe.get_doc(
{
"doctype": "Address",
"address_type": "Billing",
"address_line1": "Baner",
"city": "Pune",
"country": "India",
"links": [
{"link_doctype": "Lead", "link_name": lead_doc.name},
{"link_doctype": "Lead", "link_name": lead_doc_1.name},
],
}
).insert()
lead_doc.delete()
address_1.reload()
self.assertEqual(frappe.db.exists("Lead",lead_doc.name), None)
self.assertEqual(len(address_1.get('links')), 1)
self.assertEqual(frappe.db.exists("Lead", lead_doc.name), None)
self.assertEqual(len(address_1.get("links")), 1)
def make_lead(**args):
args = frappe._dict(args)
lead_doc = frappe.get_doc({
"doctype": "Lead",
"first_name": args.first_name or "_Test",
"last_name": args.last_name or "Lead",
"email_id": args.email_id or "new_lead_{}@example.com".format(random_string(5)),
}).insert()
lead_doc = frappe.get_doc(
{
"doctype": "Lead",
"first_name": args.first_name or "_Test",
"last_name": args.last_name or "Lead",
"email_id": args.email_id or "new_lead_{}@example.com".format(random_string(5)),
}
).insert()
return lead_doc

116
erpnext/crm/doctype/linkedin_settings/linkedin_settings.py
View File

@@ -15,12 +15,16 @@ from frappe.utils.file_manager import get_file_path
class LinkedInSettings(Document):
@frappe.whitelist()
def get_authorization_url(self):
params = urlencode({
"response_type":"code",
"client_id": self.consumer_key,
"redirect_uri": "{0}/api/method/erpnext.crm.doctype.linkedin_settings.linkedin_settings.callback?".format(frappe.utils.get_url()),
"scope": "r_emailaddress w_organization_social r_basicprofile r_liteprofile r_organization_social rw_organization_admin w_member_social"
})
params = urlencode(
{
"response_type": "code",
"client_id": self.consumer_key,
"redirect_uri": "{0}/api/method/erpnext.crm.doctype.linkedin_settings.linkedin_settings.callback?".format(
frappe.utils.get_url()
),
"scope": "r_emailaddress w_organization_social r_basicprofile r_liteprofile r_organization_social rw_organization_admin w_member_social",
}
)
url = "https://www.linkedin.com/oauth/v2/authorization?{}".format(params)
@@ -33,11 +37,11 @@ class LinkedInSettings(Document):
"code": code,
"client_id": self.consumer_key,
"client_secret": self.get_password(fieldname="consumer_secret"),
"redirect_uri": "{0}/api/method/erpnext.crm.doctype.linkedin_settings.linkedin_settings.callback?".format(frappe.utils.get_url()),
}
headers = {
"Content-Type": "application/x-www-form-urlencoded"
"redirect_uri": "{0}/api/method/erpnext.crm.doctype.linkedin_settings.linkedin_settings.callback?".format(
frappe.utils.get_url()
),
}
headers = {"Content-Type": "application/x-www-form-urlencoded"}
response = self.http_post(url=url, data=body, headers=headers)
response = frappe.parse_json(response.content.decode())
@@ -47,11 +51,15 @@ class LinkedInSettings(Document):
response = requests.get(url="https://api.linkedin.com/v2/me", headers=self.get_headers())
response = frappe.parse_json(response.content.decode())
frappe.db.set_value(self.doctype, self.name, {
"person_urn": response["id"],
"account_name": response["vanityName"],
"session_status": "Active"
})
frappe.db.set_value(
self.doctype,
self.name,
{
"person_urn": response["id"],
"account_name": response["vanityName"],
"session_status": "Active",
},
)
frappe.local.response["type"] = "redirect"
frappe.local.response["location"] = get_url_to_form("LinkedIn Settings", "LinkedIn Settings")
@@ -64,8 +72,7 @@ class LinkedInSettings(Document):
if media_id:
return self.post_text(text, title, media_id=media_id)
else:
frappe.log_error("Failed to upload media.","LinkedIn Upload Error")
frappe.log_error("Failed to upload media.", "LinkedIn Upload Error")
def upload_image(self, media):
media = get_file_path(media)
@@ -74,10 +81,9 @@ class LinkedInSettings(Document):
"registerUploadRequest": {
"recipes": ["urn:li:digitalmediaRecipe:feedshare-image"],
"owner": "urn:li:organization:{0}".format(self.company_id),
"serviceRelationships": [{
"relationshipType": "OWNER",
"identifier": "urn:li:userGeneratedContent"
}]
"serviceRelationships": [
{"relationshipType": "OWNER", "identifier": "urn:li:userGeneratedContent"}
],
}
}
headers = self.get_headers()
@@ -86,11 +92,16 @@ class LinkedInSettings(Document):
if response.status_code == 200:
response = response.json()
asset = response["value"]["asset"]
upload_url = response["value"]["uploadMechanism"]["com.linkedin.digitalmedia.uploading.MediaUploadHttpRequest"]["uploadUrl"]
headers['Content-Type']='image/jpeg'
response = self.http_post(upload_url, headers=headers, data=open(media,"rb"))
upload_url = response["value"]["uploadMechanism"][
"com.linkedin.digitalmedia.uploading.MediaUploadHttpRequest"
]["uploadUrl"]
headers["Content-Type"] = "image/jpeg"
response = self.http_post(upload_url, headers=headers, data=open(media, "rb"))
if response.status_code < 200 and response.status_code > 299:
frappe.throw(_("Error While Uploading Image"), title="{0} {1}".format(response.status_code, response.reason))
frappe.throw(
_("Error While Uploading Image"),
title="{0} {1}".format(response.status_code, response.reason),
)
return None
return asset
@@ -103,46 +114,26 @@ class LinkedInSettings(Document):
headers["Content-Type"] = "application/json; charset=UTF-8"
body = {
"distribution": {
"linkedInDistributionTarget": {}
},
"owner":"urn:li:organization:{0}".format(self.company_id),
"distribution": {"linkedInDistributionTarget": {}},
"owner": "urn:li:organization:{0}".format(self.company_id),
"subject": title,
"text": {
"text": text
}
"text": {"text": text},
}
reference_url = self.get_reference_url(text)
if reference_url:
body["content"] = {
"contentEntities": [
{
"entityLocation": reference_url
}
]
}
body["content"] = {"contentEntities": [{"entityLocation": reference_url}]}
if media_id:
body["content"]= {
"contentEntities": [{
"entity": media_id
}],
"shareMediaCategory": "IMAGE"
}
body["content"] = {"contentEntities": [{"entity": media_id}], "shareMediaCategory": "IMAGE"}
response = self.http_post(url=url, headers=headers, body=body)
return response
def http_post(self, url, headers=None, body=None, data=None):
try:
response = requests.post(
url = url,
json = body,
data = data,
headers = headers
)
if response.status_code not in [201,200]:
response = requests.post(url=url, json=body, data=data, headers=headers)
if response.status_code not in [201, 200]:
raise
except Exception as e:
@@ -151,12 +142,11 @@ class LinkedInSettings(Document):
return response
def get_headers(self):
return {
"Authorization": "Bearer {}".format(self.access_token)
}
return {"Authorization": "Bearer {}".format(self.access_token)}
def get_reference_url(self, text):
import re
regex_url = r"http[s]?://(?:[a-zA-Z]|[0-9]|[$-_@.&+]|[!*\(\),]|(?:%[0-9a-fA-F][0-9a-fA-F]))+"
urls = re.findall(regex_url, text)
if urls:
@@ -164,18 +154,23 @@ class LinkedInSettings(Document):
def delete_post(self, post_id):
try:
response = requests.delete(url="https://api.linkedin.com/v2/shares/urn:li:share:{0}".format(post_id), headers=self.get_headers())
if response.status_code !=200:
response = requests.delete(
url="https://api.linkedin.com/v2/shares/urn:li:share:{0}".format(post_id),
headers=self.get_headers(),
)
if response.status_code != 200:
raise
except Exception:
self.api_error(response)
def get_post(self, post_id):
url = "https://api.linkedin.com/v2/organizationalEntityShareStatistics?q=organizationalEntity&organizationalEntity=urn:li:organization:{0}&shares[0]=urn:li:share:{1}".format(self.company_id, post_id)
url = "https://api.linkedin.com/v2/organizationalEntityShareStatistics?q=organizationalEntity&organizationalEntity=urn:li:organization:{0}&shares[0]=urn:li:share:{1}".format(
self.company_id, post_id
)
try:
response = requests.get(url=url, headers=self.get_headers())
if response.status_code !=200:
if response.status_code != 200:
raise
except Exception:
@@ -200,6 +195,7 @@ class LinkedInSettings(Document):
else:
frappe.throw(response.reason, title=response.status_code)
@frappe.whitelist(allow_guest=True)
def callback(code=None, error=None, error_description=None):
if not error:
@@ -209,4 +205,4 @@ def callback(code=None, error=None, error_description=None):
frappe.db.commit()
else:
frappe.local.response["type"] = "redirect"
frappe.local.response["location"] = get_url_to_form("LinkedIn Settings","LinkedIn Settings")
frappe.local.response["location"] = get_url_to_form("LinkedIn Settings", "LinkedIn Settings")

328
erpnext/crm/doctype/opportunity/opportunity.py
View File

@@ -27,12 +27,16 @@ class Opportunity(TransactionBase):
add_link_in_communication(self.opportunity_from, self.party_name, self)
def validate(self):
self._prev = frappe._dict({
"contact_date": frappe.db.get_value("Opportunity", self.name, "contact_date") if \
(not cint(self.get("__islocal"))) else None,
"contact_by": frappe.db.get_value("Opportunity", self.name, "contact_by") if \
(not cint(self.get("__islocal"))) else None,
})
self._prev = frappe._dict(
{
"contact_date": frappe.db.get_value("Opportunity", self.name, "contact_date")
if (not cint(self.get("__islocal")))
else None,
"contact_by": frappe.db.get_value("Opportunity", self.name, "contact_by")
if (not cint(self.get("__islocal")))
else None,
}
)
self.make_new_lead_if_required()
self.validate_item_details()
@@ -60,7 +64,7 @@ class Opportunity(TransactionBase):
def calculate_totals(self):
total = base_total = 0
for item in self.get('items'):
for item in self.get("items"):
item.amount = flt(item.rate) * flt(item.qty)
item.base_rate = flt(self.conversion_rate * item.rate)
item.base_amount = flt(self.conversion_rate * item.amount)
@@ -75,17 +79,18 @@ class Opportunity(TransactionBase):
if (not self.get("party_name")) and self.contact_email:
# check if customer is already created agains the self.contact_email
dynamic_link, contact = DocType("Dynamic Link"), DocType("Contact")
customer = frappe.qb.from_(
dynamic_link
).join(
contact
).on(
(contact.name == dynamic_link.parent)
& (dynamic_link.link_doctype == "Customer")
& (contact.email_id == self.contact_email)
).select(
dynamic_link.link_name
).distinct().run(as_dict=True)
customer = (
frappe.qb.from_(dynamic_link)
.join(contact)
.on(
(contact.name == dynamic_link.parent)
& (dynamic_link.link_doctype == "Customer")
& (contact.email_id == self.contact_email)
)
.select(dynamic_link.link_name)
.distinct()
.run(as_dict=True)
)
if customer and customer[0].link_name:
self.party_name = customer[0].link_name
@@ -98,19 +103,17 @@ class Opportunity(TransactionBase):
if sender_name == self.contact_email:
sender_name = None
if not sender_name and ('@' in self.contact_email):
email_name = self.contact_email.split('@')[0]
if not sender_name and ("@" in self.contact_email):
email_name = self.contact_email.split("@")[0]
email_split = email_name.split('.')
sender_name = ''
email_split = email_name.split(".")
sender_name = ""
for s in email_split:
sender_name += s.capitalize() + ' '
sender_name += s.capitalize() + " "
lead = frappe.get_doc({
"doctype": "Lead",
"email_id": self.contact_email,
"lead_name": sender_name or 'Unknown'
})
lead = frappe.get_doc(
{"doctype": "Lead", "email_id": self.contact_email, "lead_name": sender_name or "Unknown"}
)
lead.flags.ignore_email_validation = True
lead.insert(ignore_permissions=True)
@@ -122,17 +125,17 @@ class Opportunity(TransactionBase):
@frappe.whitelist()
def declare_enquiry_lost(self, lost_reasons_list, competitors, detailed_reason=None):
if not self.has_active_quotation():
self.status = 'Lost'
self.status = "Lost"
self.lost_reasons = self.competitors = []
if detailed_reason:
self.order_lost_reason = detailed_reason
for reason in lost_reasons_list:
self.append('lost_reasons', reason)
self.append("lost_reasons", reason)
for competitor in competitors:
self.append('competitors', competitor)
self.append("competitors", competitor)
self.save()
@@ -144,85 +147,92 @@ class Opportunity(TransactionBase):
def has_active_quotation(self):
if not self.with_items:
return frappe.get_all('Quotation',
{
'opportunity': self.name,
'status': ("not in", ['Lost', 'Closed']),
'docstatus': 1
}, 'name')
return frappe.get_all(
"Quotation",
{"opportunity": self.name, "status": ("not in", ["Lost", "Closed"]), "docstatus": 1},
"name",
)
else:
return frappe.db.sql("""
return frappe.db.sql(
"""
select q.name
from `tabQuotation` q, `tabQuotation Item` qi
where q.name = qi.parent and q.docstatus=1 and qi.prevdoc_docname =%s
and q.status not in ('Lost', 'Closed')""", self.name)
and q.status not in ('Lost', 'Closed')""",
self.name,
)
def has_ordered_quotation(self):
if not self.with_items:
return frappe.get_all('Quotation',
{
'opportunity': self.name,
'status': 'Ordered',
'docstatus': 1
}, 'name')
return frappe.get_all(
"Quotation", {"opportunity": self.name, "status": "Ordered", "docstatus": 1}, "name"
)
else:
return frappe.db.sql("""
return frappe.db.sql(
"""
select q.name
from `tabQuotation` q, `tabQuotation Item` qi
where q.name = qi.parent and q.docstatus=1 and qi.prevdoc_docname =%s
and q.status = 'Ordered'""", self.name)
and q.status = 'Ordered'""",
self.name,
)
def has_lost_quotation(self):
lost_quotation = frappe.db.sql("""
lost_quotation = frappe.db.sql(
"""
select name
from `tabQuotation`
where docstatus=1
and opportunity =%s and status = 'Lost'
""", self.name)
""",
self.name,
)
if lost_quotation:
if self.has_active_quotation():
return False
return True
def validate_cust_name(self):
if self.party_name and self.opportunity_from == 'Customer':
if self.party_name and self.opportunity_from == "Customer":
self.customer_name = frappe.db.get_value("Customer", self.party_name, "customer_name")
elif self.party_name and self.opportunity_from == 'Lead':
lead_name, company_name = frappe.db.get_value("Lead", self.party_name, ["lead_name", "company_name"])
elif self.party_name and self.opportunity_from == "Lead":
lead_name, company_name = frappe.db.get_value(
"Lead", self.party_name, ["lead_name", "company_name"]
)
self.customer_name = company_name or lead_name
def on_update(self):
self.add_calendar_event()
def add_calendar_event(self, opts=None, force=False):
if frappe.db.get_single_value('CRM Settings', 'create_event_on_next_contact_date_opportunity'):
if frappe.db.get_single_value("CRM Settings", "create_event_on_next_contact_date_opportunity"):
if not opts:
opts = frappe._dict()
opts.description = ""
opts.contact_date = self.contact_date
if self.party_name and self.opportunity_from == 'Customer':
if self.party_name and self.opportunity_from == "Customer":
if self.contact_person:
opts.description = 'Contact '+cstr(self.contact_person)
opts.description = "Contact " + cstr(self.contact_person)
else:
opts.description = 'Contact customer '+cstr(self.party_name)
elif self.party_name and self.opportunity_from == 'Lead':
opts.description = "Contact customer " + cstr(self.party_name)
elif self.party_name and self.opportunity_from == "Lead":
if self.contact_display:
opts.description = 'Contact '+cstr(self.contact_display)
opts.description = "Contact " + cstr(self.contact_display)
else:
opts.description = 'Contact lead '+cstr(self.party_name)
opts.description = "Contact lead " + cstr(self.party_name)
opts.subject = opts.description
opts.description += '. By : ' + cstr(self.contact_by)
opts.description += ". By : " + cstr(self.contact_by)
if self.to_discuss:
opts.description += ' To Discuss : ' + cstr(self.to_discuss)
opts.description += " To Discuss : " + cstr(self.to_discuss)
super(Opportunity, self).add_calendar_event(opts, force)
def validate_item_details(self):
if not self.get('items'):
if not self.get("items"):
return
# set missing values
@@ -234,41 +244,51 @@ class Opportunity(TransactionBase):
item = frappe.db.get_value("Item", d.item_code, item_fields, as_dict=True)
for key in item_fields:
if not d.get(key): d.set(key, item.get(key))
if not d.get(key):
d.set(key, item.get(key))
@frappe.whitelist()
def get_item_details(item_code):
item = frappe.db.sql("""select item_name, stock_uom, image, description, item_group, brand
from `tabItem` where name = %s""", item_code, as_dict=1)
item = frappe.db.sql(
"""select item_name, stock_uom, image, description, item_group, brand
from `tabItem` where name = %s""",
item_code,
as_dict=1,
)
return {
'item_name': item and item[0]['item_name'] or '',
'uom': item and item[0]['stock_uom'] or '',
'description': item and item[0]['description'] or '',
'image': item and item[0]['image'] or '',
'item_group': item and item[0]['item_group'] or '',
'brand': item and item[0]['brand'] or ''
"item_name": item and item[0]["item_name"] or "",
"uom": item and item[0]["stock_uom"] or "",
"description": item and item[0]["description"] or "",
"image": item and item[0]["image"] or "",
"item_group": item and item[0]["item_group"] or "",
"brand": item and item[0]["brand"] or "",
}
@frappe.whitelist()
def make_quotation(source_name, target_doc=None):
def set_missing_values(source, target):
from erpnext.controllers.accounts_controller import get_default_taxes_and_charges
quotation = frappe.get_doc(target)
company_currency = frappe.get_cached_value('Company', quotation.company, "default_currency")
company_currency = frappe.get_cached_value("Company", quotation.company, "default_currency")
if company_currency == quotation.currency:
exchange_rate = 1
else:
exchange_rate = get_exchange_rate(quotation.currency, company_currency,
quotation.transaction_date, args="for_selling")
exchange_rate = get_exchange_rate(
quotation.currency, company_currency, quotation.transaction_date, args="for_selling"
)
quotation.conversion_rate = exchange_rate
# get default taxes
taxes = get_default_taxes_and_charges("Sales Taxes and Charges Template", company=quotation.company)
if taxes.get('taxes'):
taxes = get_default_taxes_and_charges(
"Sales Taxes and Charges Template", company=quotation.company
)
if taxes.get("taxes"):
quotation.update(taxes)
quotation.run_method("set_missing_values")
@@ -276,49 +296,53 @@ def make_quotation(source_name, target_doc=None):
if not source.with_items:
quotation.opportunity = source.name
doclist = get_mapped_doc("Opportunity", source_name, {
"Opportunity": {
"doctype": "Quotation",
"field_map": {
"opportunity_from": "quotation_to",
"name": "enq_no"
}
},
"Opportunity Item": {
"doctype": "Quotation Item",
"field_map": {
"parent": "prevdoc_docname",
"parenttype": "prevdoc_doctype",
"uom": "stock_uom"
doclist = get_mapped_doc(
"Opportunity",
source_name,
{
"Opportunity": {
"doctype": "Quotation",
"field_map": {"opportunity_from": "quotation_to", "name": "enq_no"},
},
"add_if_empty": True
}
}, target_doc, set_missing_values)
"Opportunity Item": {
"doctype": "Quotation Item",
"field_map": {
"parent": "prevdoc_docname",
"parenttype": "prevdoc_doctype",
"uom": "stock_uom",
},
"add_if_empty": True,
},
},
target_doc,
set_missing_values,
)
return doclist
@frappe.whitelist()
def make_request_for_quotation(source_name, target_doc=None):
def update_item(obj, target, source_parent):
target.conversion_factor = 1.0
doclist = get_mapped_doc("Opportunity", source_name, {
"Opportunity": {
"doctype": "Request for Quotation"
doclist = get_mapped_doc(
"Opportunity",
source_name,
{
"Opportunity": {"doctype": "Request for Quotation"},
"Opportunity Item": {
"doctype": "Request for Quotation Item",
"field_map": [["name", "opportunity_item"], ["parent", "opportunity"], ["uom", "uom"]],
"postprocess": update_item,
},
},
"Opportunity Item": {
"doctype": "Request for Quotation Item",
"field_map": [
["name", "opportunity_item"],
["parent", "opportunity"],
["uom", "uom"]
],
"postprocess": update_item
}
}, target_doc)
target_doc,
)
return doclist
@frappe.whitelist()
def make_customer(source_name, target_doc=None):
def set_missing_values(source, target):
@@ -327,37 +351,37 @@ def make_customer(source_name, target_doc=None):
if source.opportunity_from == "Lead":
target.lead_name = source.party_name
doclist = get_mapped_doc("Opportunity", source_name, {
"Opportunity": {
"doctype": "Customer",
"field_map": {
"currency": "default_currency",
"customer_name": "customer_name"
doclist = get_mapped_doc(
"Opportunity",
source_name,
{
"Opportunity": {
"doctype": "Customer",
"field_map": {"currency": "default_currency", "customer_name": "customer_name"},
}
}
}, target_doc, set_missing_values)
},
target_doc,
set_missing_values,
)
return doclist
@frappe.whitelist()
def make_supplier_quotation(source_name, target_doc=None):
doclist = get_mapped_doc("Opportunity", source_name, {
"Opportunity": {
"doctype": "Supplier Quotation",
"field_map": {
"name": "opportunity"
}
doclist = get_mapped_doc(
"Opportunity",
source_name,
{
"Opportunity": {"doctype": "Supplier Quotation", "field_map": {"name": "opportunity"}},
"Opportunity Item": {"doctype": "Supplier Quotation Item", "field_map": {"uom": "stock_uom"}},
},
"Opportunity Item": {
"doctype": "Supplier Quotation Item",
"field_map": {
"uom": "stock_uom"
}
}
}, target_doc)
target_doc,
)
return doclist
@frappe.whitelist()
def set_multiple_status(names, status):
names = json.loads(names)
@@ -366,12 +390,19 @@ def set_multiple_status(names, status):
opp.status = status
opp.save()
def auto_close_opportunity():
""" auto close the `Replied` Opportunities after 7 days """
auto_close_after_days = frappe.db.get_single_value("CRM Settings", "close_opportunity_after_days") or 15
opportunities = frappe.db.sql(""" select name from tabOpportunity where status='Replied' and
modified<DATE_SUB(CURDATE(), INTERVAL %s DAY) """, (auto_close_after_days), as_dict=True)
def auto_close_opportunity():
"""auto close the `Replied` Opportunities after 7 days"""
auto_close_after_days = (
frappe.db.get_single_value("CRM Settings", "close_opportunity_after_days") or 15
)
opportunities = frappe.db.sql(
""" select name from tabOpportunity where status='Replied' and
modified<DATE_SUB(CURDATE(), INTERVAL %s DAY) """,
(auto_close_after_days),
as_dict=True,
)
for opportunity in opportunities:
doc = frappe.get_doc("Opportunity", opportunity.get("name"))
@@ -380,9 +411,11 @@ def auto_close_opportunity():
doc.flags.ignore_mandatory = True
doc.save()
@frappe.whitelist()
def make_opportunity_from_communication(communication, company, ignore_communication_links=False):
from erpnext.crm.doctype.lead.lead import make_lead_from_communication
doc = frappe.get_doc("Communication", communication)
lead = doc.reference_name if doc.reference_doctype == "Lead" else None
@@ -391,16 +424,20 @@ def make_opportunity_from_communication(communication, company, ignore_communica
opportunity_from = "Lead"
opportunity = frappe.get_doc({
"doctype": "Opportunity",
"company": company,
"opportunity_from": opportunity_from,
"party_name": lead
}).insert(ignore_permissions=True)
opportunity = frappe.get_doc(
{
"doctype": "Opportunity",
"company": company,
"opportunity_from": opportunity_from,
"party_name": lead,
}
).insert(ignore_permissions=True)
link_communication_to_document(doc, "Opportunity", opportunity.name, ignore_communication_links)
return opportunity.name
@frappe.whitelist()
def get_events(start, end, filters=None):
"""Returns events for Gantt / Calendar view rendering.
@@ -409,9 +446,11 @@ def get_events(start, end, filters=None):
:param filters: Filters (JSON).
"""
from frappe.desk.calendar import get_event_conditions
conditions = get_event_conditions("Opportunity", filters)
data = frappe.db.sql("""
data = frappe.db.sql(
"""
select
distinct `tabOpportunity`.name, `tabOpportunity`.customer_name, `tabOpportunity`.opportunity_amount,
`tabOpportunity`.title, `tabOpportunity`.contact_date
@@ -420,8 +459,11 @@ def get_events(start, end, filters=None):
where
(`tabOpportunity`.contact_date between %(start)s and %(end)s)
{conditions}
""".format(conditions=conditions), {
"start": start,
"end": end
}, as_dict=True, update={"allDay": 0})
""".format(
conditions=conditions
),
{"start": start, "end": end},
as_dict=True,
update={"allDay": 0},
)
return data

10
erpnext/crm/doctype/opportunity/opportunity_dashboard.py
View File

@@ -1,9 +1,7 @@
def get_data():
return {
'fieldname': 'opportunity',
'transactions': [
{
'items': ['Quotation', 'Supplier Quotation']
},
]
"fieldname": "opportunity",
"transactions": [
{"items": ["Quotation", "Supplier Quotation"]},
],
}

149
erpnext/crm/doctype/opportunity/test_opportunity.py
View File

@@ -11,22 +11,20 @@ from erpnext.crm.doctype.lead.test_lead import make_lead
from erpnext.crm.doctype.opportunity.opportunity import make_quotation
from erpnext.crm.utils import get_linked_communication_list
test_records = frappe.get_test_records('Opportunity')
test_records = frappe.get_test_records("Opportunity")
class TestOpportunity(unittest.TestCase):
def test_opportunity_status(self):
doc = make_opportunity(with_items=0)
quotation = make_quotation(doc.name)
quotation.append('items', {
"item_code": "_Test Item",
"qty": 1
})
quotation.append("items", {"item_code": "_Test Item", "qty": 1})
quotation.run_method("set_missing_values")
quotation.run_method("calculate_taxes_and_totals")
quotation.submit()
doc = frappe.get_doc('Opportunity', doc.name)
doc = frappe.get_doc("Opportunity", doc.name)
self.assertEqual(doc.status, "Quotation")
def test_make_new_lead_if_required(self):
@@ -34,18 +32,19 @@ class TestOpportunity(unittest.TestCase):
self.assertTrue(opp_doc.party_name)
self.assertEqual(opp_doc.opportunity_from, "Lead")
self.assertEqual(frappe.db.get_value("Lead", opp_doc.party_name, "email_id"), opp_doc.contact_email)
self.assertEqual(
frappe.db.get_value("Lead", opp_doc.party_name, "email_id"), opp_doc.contact_email
)
# create new customer and create new contact against 'new.opportunity@example.com'
customer = make_customer(opp_doc.party_name).insert(ignore_permissions=True)
contact = frappe.get_doc({
"doctype": "Contact",
"first_name": "_Test Opportunity Customer",
"links": [{
"link_doctype": "Customer",
"link_name": customer.name
}]
})
contact = frappe.get_doc(
{
"doctype": "Contact",
"first_name": "_Test Opportunity Customer",
"links": [{"link_doctype": "Customer", "link_name": customer.name}],
}
)
contact.add_email(opp_doc.contact_email, is_primary=True)
contact.insert(ignore_permissions=True)
@@ -54,38 +53,51 @@ class TestOpportunity(unittest.TestCase):
self.assertEqual(opportunity_doc.total, 2200)
def test_carry_forward_of_email_and_comments(self):
frappe.db.set_value("CRM Settings", "CRM Settings", "carry_forward_communication_and_comments", 1)
frappe.db.set_value(
"CRM Settings", "CRM Settings", "carry_forward_communication_and_comments", 1
)
lead_doc = make_lead()
lead_doc.add_comment('Comment', text='Test Comment 1')
lead_doc.add_comment('Comment', text='Test Comment 2')
lead_doc.add_comment("Comment", text="Test Comment 1")
lead_doc.add_comment("Comment", text="Test Comment 2")
create_communication(lead_doc.doctype, lead_doc.name, lead_doc.email_id)
create_communication(lead_doc.doctype, lead_doc.name, lead_doc.email_id)
opp_doc = make_opportunity(opportunity_from="Lead", lead=lead_doc.name)
opportunity_comment_count = frappe.db.count("Comment", {"reference_doctype": opp_doc.doctype, "reference_name": opp_doc.name})
opportunity_communication_count = len(get_linked_communication_list(opp_doc.doctype, opp_doc.name))
opportunity_comment_count = frappe.db.count(
"Comment", {"reference_doctype": opp_doc.doctype, "reference_name": opp_doc.name}
)
opportunity_communication_count = len(
get_linked_communication_list(opp_doc.doctype, opp_doc.name)
)
self.assertEqual(opportunity_comment_count, 2)
self.assertEqual(opportunity_communication_count, 2)
opp_doc.add_comment('Comment', text='Test Comment 3')
opp_doc.add_comment('Comment', text='Test Comment 4')
opp_doc.add_comment("Comment", text="Test Comment 3")
opp_doc.add_comment("Comment", text="Test Comment 4")
create_communication(opp_doc.doctype, opp_doc.name, opp_doc.contact_email)
create_communication(opp_doc.doctype, opp_doc.name, opp_doc.contact_email)
quotation_doc = make_quotation(opp_doc.name)
quotation_doc.append('items', {
"item_code": "_Test Item",
"qty": 1
})
quotation_doc.append("items", {"item_code": "_Test Item", "qty": 1})
quotation_doc.run_method("set_missing_values")
quotation_doc.run_method("calculate_taxes_and_totals")
quotation_doc.save()
quotation_comment_count = frappe.db.count("Comment", {"reference_doctype": quotation_doc.doctype, "reference_name": quotation_doc.name, "comment_type": "Comment"})
quotation_communication_count = len(get_linked_communication_list(quotation_doc.doctype, quotation_doc.name))
quotation_comment_count = frappe.db.count(
"Comment",
{
"reference_doctype": quotation_doc.doctype,
"reference_name": quotation_doc.name,
"comment_type": "Comment",
},
)
quotation_communication_count = len(
get_linked_communication_list(quotation_doc.doctype, quotation_doc.name)
)
self.assertEqual(quotation_comment_count, 4)
self.assertEqual(quotation_communication_count, 4)
def make_opportunity_from_lead():
new_lead_email_id = "new{}@example.com".format(random_string(5))
args = {
@@ -93,56 +105,67 @@ def make_opportunity_from_lead():
"contact_email": new_lead_email_id,
"opportunity_type": "Sales",
"with_items": 0,
"transaction_date": today()
"transaction_date": today(),
}
# new lead should be created against the new.opportunity@example.com
opp_doc = frappe.get_doc(args).insert(ignore_permissions=True)
return opp_doc
def make_opportunity(**args):
args = frappe._dict(args)
opp_doc = frappe.get_doc({
"doctype": "Opportunity",
"company": args.company or "_Test Company",
"opportunity_from": args.opportunity_from or "Customer",
"opportunity_type": "Sales",
"conversion_rate": 1.0,
"with_items": args.with_items or 0,
"transaction_date": today()
})
opp_doc = frappe.get_doc(
{
"doctype": "Opportunity",
"company": args.company or "_Test Company",
"opportunity_from": args.opportunity_from or "Customer",
"opportunity_type": "Sales",
"conversion_rate": 1.0,
"with_items": args.with_items or 0,
"transaction_date": today(),
}
)
if opp_doc.opportunity_from == 'Customer':
opp_doc.party_name= args.customer or "_Test Customer"
if opp_doc.opportunity_from == "Customer":
opp_doc.party_name = args.customer or "_Test Customer"
if opp_doc.opportunity_from == 'Lead':
if opp_doc.opportunity_from == "Lead":
opp_doc.party_name = args.lead or "_T-Lead-00001"
if args.with_items:
opp_doc.append('items', {
"item_code": args.item_code or "_Test Item",
"qty": args.qty or 1,
"rate": args.rate or 1000,
"uom": "_Test UOM"
})
opp_doc.append(
"items",
{
"item_code": args.item_code or "_Test Item",
"qty": args.qty or 1,
"rate": args.rate or 1000,
"uom": "_Test UOM",
},
)
opp_doc.insert()
return opp_doc
def create_communication(reference_doctype, reference_name, sender, sent_or_received=None, creation=None):
communication = frappe.get_doc({
"doctype": "Communication",
"communication_type": "Communication",
"communication_medium": "Email",
"sent_or_received": sent_or_received or "Sent",
"email_status": "Open",
"subject": "Test Subject",
"sender": sender,
"content": "Test",
"status": "Linked",
"reference_doctype": reference_doctype,
"creation": creation or now_datetime(),
"reference_name": reference_name
})
communication.save()
def create_communication(
reference_doctype, reference_name, sender, sent_or_received=None, creation=None
):
communication = frappe.get_doc(
{
"doctype": "Communication",
"communication_type": "Communication",
"communication_medium": "Email",
"sent_or_received": sent_or_received or "Sent",
"email_status": "Open",
"subject": "Test Subject",
"sender": sender,
"content": "Test",
"status": "Linked",
"reference_doctype": reference_doctype,
"creation": creation or now_datetime(),
"reference_name": reference_name,
}
)
communication.save()

77
erpnext/crm/doctype/prospect/prospect.py
View File

@@ -24,13 +24,15 @@ class Prospect(Document):
def after_insert(self):
if frappe.db.get_single_value("CRM Settings", "carry_forward_communication_and_comments"):
for row in self.get('prospect_lead'):
for row in self.get("prospect_lead"):
copy_comments("Lead", row.lead, self)
add_link_in_communication("Lead", row.lead, self)
def update_lead_details(self):
for row in self.get('prospect_lead'):
lead = frappe.get_value('Lead', row.lead, ['lead_name', 'status', 'email_id', 'mobile_no'], as_dict=True)
for row in self.get("prospect_lead"):
lead = frappe.get_value(
"Lead", row.lead, ["lead_name", "status", "email_id", "mobile_no"], as_dict=True
)
row.lead_name = lead.lead_name
row.status = lead.status
row.email = lead.email_id
@@ -38,39 +40,45 @@ class Prospect(Document):
def link_with_lead_contact_and_address(self):
for row in self.prospect_lead:
links = frappe.get_all('Dynamic Link', filters={'link_doctype': 'Lead', 'link_name': row.lead}, fields=['parent', 'parenttype'])
links = frappe.get_all(
"Dynamic Link",
filters={"link_doctype": "Lead", "link_name": row.lead},
fields=["parent", "parenttype"],
)
for link in links:
linked_doc = frappe.get_doc(link['parenttype'], link['parent'])
linked_doc = frappe.get_doc(link["parenttype"], link["parent"])
exists = False
for d in linked_doc.get('links'):
for d in linked_doc.get("links"):
if d.link_doctype == self.doctype and d.link_name == self.name:
exists = True
if not exists:
linked_doc.append('links', {
'link_doctype': self.doctype,
'link_name': self.name
})
linked_doc.append("links", {"link_doctype": self.doctype, "link_name": self.name})
linked_doc.save(ignore_permissions=True)
def unlink_dynamic_links(self):
links = frappe.get_all('Dynamic Link', filters={'link_doctype': self.doctype, 'link_name': self.name}, fields=['parent', 'parenttype'])
links = frappe.get_all(
"Dynamic Link",
filters={"link_doctype": self.doctype, "link_name": self.name},
fields=["parent", "parenttype"],
)
for link in links:
linked_doc = frappe.get_doc(link['parenttype'], link['parent'])
linked_doc = frappe.get_doc(link["parenttype"], link["parent"])
if len(linked_doc.get('links')) == 1:
if len(linked_doc.get("links")) == 1:
linked_doc.delete(ignore_permissions=True)
else:
to_remove = None
for d in linked_doc.get('links'):
for d in linked_doc.get("links"):
if d.link_doctype == self.doctype and d.link_name == self.name:
to_remove = d
if to_remove:
linked_doc.remove(to_remove)
linked_doc.save(ignore_permissions=True)
@frappe.whitelist()
def make_customer(source_name, target_doc=None):
def set_missing_values(source, target):
@@ -78,18 +86,23 @@ def make_customer(source_name, target_doc=None):
target.company_name = source.name
target.customer_group = source.customer_group or frappe.db.get_default("Customer Group")
doclist = get_mapped_doc("Prospect", source_name,
{"Prospect": {
"doctype": "Customer",
"field_map": {
"company_name": "customer_name",
"currency": "default_currency",
"fax": "fax"
doclist = get_mapped_doc(
"Prospect",
source_name,
{
"Prospect": {
"doctype": "Customer",
"field_map": {"company_name": "customer_name", "currency": "default_currency", "fax": "fax"},
}
}}, target_doc, set_missing_values, ignore_permissions=False)
},
target_doc,
set_missing_values,
ignore_permissions=False,
)
return doclist
@frappe.whitelist()
def make_opportunity(source_name, target_doc=None):
def set_missing_values(source, target):
@@ -97,12 +110,20 @@ def make_opportunity(source_name, target_doc=None):
target.customer_name = source.company_name
target.customer_group = source.customer_group or frappe.db.get_default("Customer Group")
doclist = get_mapped_doc("Prospect", source_name,
{"Prospect": {
"doctype": "Opportunity",
"field_map": {
"name": "party_name",
doclist = get_mapped_doc(
"Prospect",
source_name,
{
"Prospect": {
"doctype": "Opportunity",
"field_map": {
"name": "party_name",
},
}
}}, target_doc, set_missing_values, ignore_permissions=False)
},
target_doc,
set_missing_values,
ignore_permissions=False,
)
return doclist

38
erpnext/crm/doctype/prospect/test_prospect.py
View File

@@ -14,43 +14,45 @@ class TestProspect(unittest.TestCase):
def test_add_lead_to_prospect_and_address_linking(self):
lead_doc = make_lead()
address_doc = make_address(address_title=lead_doc.name)
address_doc.append('links', {
"link_doctype": lead_doc.doctype,
"link_name": lead_doc.name
})
address_doc.append("links", {"link_doctype": lead_doc.doctype, "link_name": lead_doc.name})
address_doc.save()
prospect_doc = make_prospect()
add_lead_to_prospect(lead_doc.name, prospect_doc.name)
prospect_doc.reload()
lead_exists_in_prosoect = False
for rec in prospect_doc.get('prospect_lead'):
for rec in prospect_doc.get("prospect_lead"):
if rec.lead == lead_doc.name:
lead_exists_in_prosoect = True
self.assertEqual(lead_exists_in_prosoect, True)
address_doc.reload()
self.assertEqual(address_doc.has_link('Prospect', prospect_doc.name), True)
self.assertEqual(address_doc.has_link("Prospect", prospect_doc.name), True)
def make_prospect(**args):
args = frappe._dict(args)
prospect_doc = frappe.get_doc({
"doctype": "Prospect",
"company_name": args.company_name or "_Test Company {}".format(random_string(3)),
}).insert()
prospect_doc = frappe.get_doc(
{
"doctype": "Prospect",
"company_name": args.company_name or "_Test Company {}".format(random_string(3)),
}
).insert()
return prospect_doc
def make_address(**args):
args = frappe._dict(args)
address_doc = frappe.get_doc({
"doctype": "Address",
"address_title": args.address_title or "Address Title",
"address_type": args.address_type or "Billing",
"city": args.city or "Mumbai",
"address_line1": args.address_line1 or "Vidya Vihar West",
"country": args.country or "India"
}).insert()
address_doc = frappe.get_doc(
{
"doctype": "Address",
"address_title": args.address_title or "Address Title",
"address_type": args.address_type or "Billing",
"city": args.city or "Mumbai",
"address_line1": args.address_line1 or "Vidya Vihar West",
"country": args.country or "India",
}
).insert()
return address_doc

21
erpnext/crm/doctype/social_media_post/social_media_post.py
View File

@@ -11,7 +11,7 @@ from frappe.model.document import Document
class SocialMediaPost(Document):
def validate(self):
if (not self.twitter and not self.linkedin):
if not self.twitter and not self.linkedin:
frappe.throw(_("Select atleast one Social Media Platform to Share on."))
if self.scheduled_time:
@@ -29,7 +29,7 @@ class SocialMediaPost(Document):
super(SocialMediaPost, self).submit()
def on_cancel(self):
self.db_set('post_status', 'Cancelled')
self.db_set("post_status", "Cancelled")
@frappe.whitelist()
def delete_post(self):
@@ -41,17 +41,17 @@ class SocialMediaPost(Document):
linkedin = frappe.get_doc("LinkedIn Settings")
linkedin.delete_post(self.linkedin_post_id)
self.db_set('post_status', 'Deleted')
self.db_set("post_status", "Deleted")
@frappe.whitelist()
def get_post(self):
response = {}
if self.linkedin and self.linkedin_post_id:
linkedin = frappe.get_doc("LinkedIn Settings")
response['linkedin'] = linkedin.get_post(self.linkedin_post_id)
response["linkedin"] = linkedin.get_post(self.linkedin_post_id)
if self.twitter and self.twitter_post_id:
twitter = frappe.get_doc("Twitter Settings")
response['twitter'] = twitter.get_tweet(self.twitter_post_id)
response["twitter"] = twitter.get_tweet(self.twitter_post_id)
return response
@@ -65,7 +65,7 @@ class SocialMediaPost(Document):
if self.linkedin and not self.linkedin_post_id:
linkedin = frappe.get_doc("LinkedIn Settings")
linkedin_post = linkedin.post(self.linkedin_post, self.title, self.image)
self.db_set("linkedin_post_id", linkedin_post.headers['X-RestLi-Id'])
self.db_set("linkedin_post_id", linkedin_post.headers["X-RestLi-Id"])
self.db_set("post_status", "Posted")
except Exception:
@@ -73,13 +73,18 @@ class SocialMediaPost(Document):
title = _("Error while POSTING {0}").format(self.name)
frappe.log_error(message=frappe.get_traceback(), title=title)
def process_scheduled_social_media_posts():
posts = frappe.get_list("Social Media Post", filters={"post_status": "Scheduled", "docstatus":1}, fields= ["name", "scheduled_time"])
posts = frappe.get_list(
"Social Media Post",
filters={"post_status": "Scheduled", "docstatus": 1},
fields=["name", "scheduled_time"],
)
start = frappe.utils.now_datetime()
end = start + datetime.timedelta(minutes=10)
for post in posts:
if post.scheduled_time:
post_time = frappe.utils.get_datetime(post.scheduled_time)
if post_time > start and post_time <= end:
sm_post = frappe.get_doc('Social Media Post', post.name)
sm_post = frappe.get_doc("Social Media Post", post.name)
sm_post.post()

59
erpnext/crm/doctype/twitter_settings/twitter_settings.py
View File

@@ -16,22 +16,26 @@ from tweepy.error import TweepError
class TwitterSettings(Document):
@frappe.whitelist()
def get_authorize_url(self):
callback_url = "{0}/api/method/erpnext.crm.doctype.twitter_settings.twitter_settings.callback?".format(frappe.utils.get_url())
auth = tweepy.OAuthHandler(self.consumer_key, self.get_password(fieldname="consumer_secret"), callback_url)
callback_url = (
"{0}/api/method/erpnext.crm.doctype.twitter_settings.twitter_settings.callback?".format(
frappe.utils.get_url()
)
)
auth = tweepy.OAuthHandler(
self.consumer_key, self.get_password(fieldname="consumer_secret"), callback_url
)
try:
redirect_url = auth.get_authorization_url()
return redirect_url
except tweepy.TweepError as e:
frappe.msgprint(_("Error! Failed to get request token."))
frappe.throw(_('Invalid {0} or {1}').format(frappe.bold("Consumer Key"), frappe.bold("Consumer Secret Key")))
frappe.throw(
_("Invalid {0} or {1}").format(frappe.bold("Consumer Key"), frappe.bold("Consumer Secret Key"))
)
def get_access_token(self, oauth_token, oauth_verifier):
auth = tweepy.OAuthHandler(self.consumer_key, self.get_password(fieldname="consumer_secret"))
auth.request_token = {
'oauth_token' : oauth_token,
'oauth_token_secret' : oauth_verifier
}
auth.request_token = {"oauth_token": oauth_token, "oauth_token_secret": oauth_verifier}
try:
auth.get_access_token(oauth_verifier)
@@ -39,21 +43,25 @@ class TwitterSettings(Document):
self.access_token_secret = auth.access_token_secret
api = self.get_api()
user = api.me()
profile_pic = (user._json["profile_image_url"]).replace("_normal","")
profile_pic = (user._json["profile_image_url"]).replace("_normal", "")
frappe.db.set_value(self.doctype, self.name, {
"access_token" : auth.access_token,
"access_token_secret" : auth.access_token_secret,
"account_name" : user._json["screen_name"],
"profile_pic" : profile_pic,
"session_status" : "Active"
})
frappe.db.set_value(
self.doctype,
self.name,
{
"access_token": auth.access_token,
"access_token_secret": auth.access_token_secret,
"account_name": user._json["screen_name"],
"profile_pic": profile_pic,
"session_status": "Active",
},
)
frappe.local.response["type"] = "redirect"
frappe.local.response["location"] = get_url_to_form("Twitter Settings","Twitter Settings")
frappe.local.response["location"] = get_url_to_form("Twitter Settings", "Twitter Settings")
except TweepError as e:
frappe.msgprint(_("Error! Failed to get access token."))
frappe.throw(_('Invalid Consumer Key or Consumer Secret Key'))
frappe.throw(_("Invalid Consumer Key or Consumer Secret Key"))
def get_api(self):
# authentication of consumer key and secret
@@ -82,9 +90,9 @@ class TwitterSettings(Document):
api = self.get_api()
try:
if media_id:
response = api.update_status(status = text, media_ids = [media_id])
response = api.update_status(status=text, media_ids=[media_id])
else:
response = api.update_status(status = text)
response = api.update_status(status=text)
return response
@@ -113,15 +121,18 @@ class TwitterSettings(Document):
if e.response.status_code == 401:
self.db_set("session_status", "Expired")
frappe.db.commit()
frappe.throw(content["message"],title=_("Twitter Error {0} : {1}").format(e.response.status_code, e.response.reason))
frappe.throw(
content["message"],
title=_("Twitter Error {0} : {1}").format(e.response.status_code, e.response.reason),
)
@frappe.whitelist(allow_guest=True)
def callback(oauth_token = None, oauth_verifier = None):
def callback(oauth_token=None, oauth_verifier=None):
if oauth_token and oauth_verifier:
twitter_settings = frappe.get_single("Twitter Settings")
twitter_settings.get_access_token(oauth_token,oauth_verifier)
twitter_settings.get_access_token(oauth_token, oauth_verifier)
frappe.db.commit()
else:
frappe.local.response["type"] = "redirect"
frappe.local.response["location"] = get_url_to_form("Twitter Settings","Twitter Settings")
frappe.local.response["location"] = get_url_to_form("Twitter Settings", "Twitter Settings")

80
erpnext/crm/doctype/utils.py
View File

@@ -4,16 +4,17 @@ import frappe
@frappe.whitelist()
def get_last_interaction(contact=None, lead=None):
if not contact and not lead: return
if not contact and not lead:
return
last_communication = None
last_issue = None
if contact:
query_condition = ''
query_condition = ""
values = []
contact = frappe.get_doc('Contact', contact)
contact = frappe.get_doc("Contact", contact)
for link in contact.links:
if link.link_doctype == 'Customer':
if link.link_doctype == "Customer":
last_issue = get_last_issue_from_customer(link.link_name)
query_condition += "(`reference_doctype`=%s AND `reference_name`=%s) OR"
values += [link.link_doctype, link.link_name]
@@ -21,65 +22,82 @@ def get_last_interaction(contact=None, lead=None):
if query_condition:
# remove extra appended 'OR'
query_condition = query_condition[:-2]
last_communication = frappe.db.sql("""
last_communication = frappe.db.sql(
"""
SELECT `name`, `content`
FROM `tabCommunication`
WHERE `sent_or_received`='Received'
AND ({})
ORDER BY `modified`
LIMIT 1
""".format(query_condition), values, as_dict=1) # nosec
""".format(
query_condition
),
values,
as_dict=1,
) # nosec
if lead:
last_communication = frappe.get_all('Communication', filters={
'reference_doctype': 'Lead',
'reference_name': lead,
'sent_or_received': 'Received'
}, fields=['name', 'content'], order_by='`creation` DESC', limit=1)
last_communication = frappe.get_all(
"Communication",
filters={"reference_doctype": "Lead", "reference_name": lead, "sent_or_received": "Received"},
fields=["name", "content"],
order_by="`creation` DESC",
limit=1,
)
last_communication = last_communication[0] if last_communication else None
return {
'last_communication': last_communication,
'last_issue': last_issue
}
return {"last_communication": last_communication, "last_issue": last_issue}
def get_last_issue_from_customer(customer_name):
issues = frappe.get_all('Issue', {
'customer': customer_name
}, ['name', 'subject', 'customer'], order_by='`creation` DESC', limit=1)
issues = frappe.get_all(
"Issue",
{"customer": customer_name},
["name", "subject", "customer"],
order_by="`creation` DESC",
limit=1,
)
return issues[0] if issues else None
def get_scheduled_employees_for_popup(communication_medium):
if not communication_medium: return []
if not communication_medium:
return []
now_time = frappe.utils.nowtime()
weekday = frappe.utils.get_weekday()
available_employee_groups = frappe.get_all("Communication Medium Timeslot", filters={
'day_of_week': weekday,
'parent': communication_medium,
'from_time': ['<=', now_time],
'to_time': ['>=', now_time],
}, fields=['employee_group'])
available_employee_groups = frappe.get_all(
"Communication Medium Timeslot",
filters={
"day_of_week": weekday,
"parent": communication_medium,
"from_time": ["<=", now_time],
"to_time": [">=", now_time],
},
fields=["employee_group"],
)
available_employee_groups = tuple([emp.employee_group for emp in available_employee_groups])
employees = frappe.get_all('Employee Group Table', filters={
'parent': ['in', available_employee_groups]
}, fields=['user_id'])
employees = frappe.get_all(
"Employee Group Table", filters={"parent": ["in", available_employee_groups]}, fields=["user_id"]
)
employee_emails = set([employee.user_id for employee in employees])
return employee_emails
def strip_number(number):
if not number: return
if not number:
return
# strip + and 0 from the start of the number for proper number comparisions
# eg. +7888383332 should match with 7888383332
# eg. 07888383332 should match with 7888383332
number = number.lstrip('+')
number = number.lstrip('0')
number = number.lstrip("+")
number = number.lstrip("0")
return number