mirror of
https://github.com/frappe/erpnext.git
synced 2026-06-03 04:09:11 +00:00
style: format js files
This commit is contained in:
@@ -1,26 +1,26 @@
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// Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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frappe.ui.form.on('Appointment', {
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refresh: function(frm) {
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if(frm.doc.lead){
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frm.add_custom_button(frm.doc.lead,()=>{
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frappe.ui.form.on("Appointment", {
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refresh: function (frm) {
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if (frm.doc.lead) {
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frm.add_custom_button(frm.doc.lead, () => {
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frappe.set_route("Form", "Lead", frm.doc.lead);
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});
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}
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if(frm.doc.calendar_event){
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frm.add_custom_button(__(frm.doc.calendar_event),()=>{
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if (frm.doc.calendar_event) {
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frm.add_custom_button(__(frm.doc.calendar_event), () => {
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frappe.set_route("Form", "Event", frm.doc.calendar_event);
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});
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}
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},
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onload: function(frm){
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frm.set_query("appointment_with", function(){
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onload: function (frm) {
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frm.set_query("appointment_with", function () {
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return {
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filters : {
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"name": ["in", ["Customer", "Lead"]]
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}
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filters: {
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name: ["in", ["Customer", "Lead"]],
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},
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};
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});
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}
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},
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});
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@@ -1,10 +1,14 @@
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frappe.ui.form.on('Appointment Booking Settings', 'validate',check_times);
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frappe.ui.form.on("Appointment Booking Settings", "validate", check_times);
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function check_times(frm) {
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$.each(frm.doc.availability_of_slots || [], function (i, d) {
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let from_time = Date.parse('01/01/2019 ' + d.from_time);
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let to_time = Date.parse('01/01/2019 ' + d.to_time);
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let from_time = Date.parse("01/01/2019 " + d.from_time);
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let to_time = Date.parse("01/01/2019 " + d.to_time);
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if (from_time > to_time) {
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frappe.throw(__('In row {0} of Appointment Booking Slots: "To Time" must be later than "From Time".', [i + 1]));
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frappe.throw(
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__('In row {0} of Appointment Booking Slots: "To Time" must be later than "From Time".', [
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i + 1,
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])
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);
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}
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});
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}
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@@ -1,17 +1,25 @@
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// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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frappe.ui.form.on('Campaign', {
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refresh: function(frm) {
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frappe.ui.form.on("Campaign", {
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refresh: function (frm) {
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erpnext.toggle_naming_series();
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if (frm.is_new()) {
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frm.toggle_display("naming_series", frappe.boot.sysdefaults.campaign_naming_by=="Naming Series");
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frm.toggle_display(
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"naming_series",
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frappe.boot.sysdefaults.campaign_naming_by == "Naming Series"
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);
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} else {
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cur_frm.add_custom_button(__("View Leads"), function() {
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frappe.route_options = {"source": "Campaign", "campaign_name": frm.doc.name};
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frappe.set_route("List", "Lead");
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}, "fa fa-list", true);
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cur_frm.add_custom_button(
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__("View Leads"),
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function () {
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frappe.route_options = { source: "Campaign", campaign_name: frm.doc.name };
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frappe.set_route("List", "Lead");
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},
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"fa fa-list",
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true
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);
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}
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}
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},
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});
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@@ -1,8 +1,7 @@
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// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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frappe.ui.form.on('Competitor', {
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frappe.ui.form.on("Competitor", {
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// refresh: function(frm) {
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// }
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});
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@@ -5,12 +5,12 @@ frappe.ui.form.on("Contract", {
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contract_template: function (frm) {
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if (frm.doc.contract_template) {
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frappe.call({
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method: 'erpnext.crm.doctype.contract_template.contract_template.get_contract_template',
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method: "erpnext.crm.doctype.contract_template.contract_template.get_contract_template",
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args: {
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template_name: frm.doc.contract_template,
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doc: frm.doc
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doc: frm.doc,
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},
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callback: function(r) {
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callback: function (r) {
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if (r && r.message) {
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let contract_template = r.message.contract_template;
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frm.set_value("contract_terms", r.message.contract_terms);
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@@ -18,15 +18,15 @@ frappe.ui.form.on("Contract", {
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if (frm.doc.requires_fulfilment) {
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// Populate the fulfilment terms table from a contract template, if any
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r.message.contract_template.fulfilment_terms.forEach(element => {
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r.message.contract_template.fulfilment_terms.forEach((element) => {
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let d = frm.add_child("fulfilment_terms");
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d.requirement = element.requirement;
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});
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frm.refresh_field("fulfilment_terms");
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}
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}
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}
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},
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});
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}
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}
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},
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});
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@@ -1,4 +1,4 @@
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frappe.listview_settings['Contract'] = {
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frappe.listview_settings["Contract"] = {
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add_fields: ["status"],
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get_indicator: function (doc) {
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if (doc.status == "Unsigned") {
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@@ -1,8 +1,6 @@
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// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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frappe.ui.form.on('Contract Fulfilment Checklist', {
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refresh: function(frm) {
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}
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frappe.ui.form.on("Contract Fulfilment Checklist", {
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refresh: function (frm) {},
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});
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@@ -1,8 +1,6 @@
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// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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frappe.ui.form.on('Contract Template', {
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refresh: function(frm) {
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}
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frappe.ui.form.on("Contract Template", {
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refresh: function (frm) {},
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});
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@@ -1,8 +1,7 @@
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// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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frappe.ui.form.on('CRM Settings', {
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frappe.ui.form.on("CRM Settings", {
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// refresh: function(frm) {
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// }
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});
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@@ -1,8 +1,8 @@
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// Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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frappe.ui.form.on('Email Campaign', {
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email_campaign_for: function(frm) {
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frm.set_value('recipient', '');
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}
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frappe.ui.form.on("Email Campaign", {
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email_campaign_for: function (frm) {
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frm.set_value("recipient", "");
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},
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});
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@@ -1,11 +1,11 @@
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frappe.listview_settings['Email Campaign'] = {
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get_indicator: function(doc) {
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frappe.listview_settings["Email Campaign"] = {
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get_indicator: function (doc) {
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var colors = {
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"Unsubscribed": "red",
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"Scheduled": "blue",
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Unsubscribed: "red",
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Scheduled: "blue",
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"In Progress": "orange",
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"Completed": "green"
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Completed: "green",
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};
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return [__(doc.status), colors[doc.status], "status,=," + doc.status];
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}
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},
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};
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@@ -5,46 +5,50 @@ frappe.provide("erpnext");
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cur_frm.email_field = "email_id";
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erpnext.LeadController = class LeadController extends frappe.ui.form.Controller {
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setup () {
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setup() {
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this.frm.make_methods = {
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'Customer': this.make_customer,
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'Quotation': this.make_quotation,
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'Opportunity': this.make_opportunity
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Customer: this.make_customer,
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Quotation: this.make_quotation,
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Opportunity: this.make_opportunity,
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};
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// For avoiding integration issues.
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this.frm.set_df_property('first_name', 'reqd', true);
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this.frm.set_df_property("first_name", "reqd", true);
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}
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onload () {
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onload() {
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this.frm.set_query("customer", function (doc, cdt, cdn) {
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return { query: "erpnext.controllers.queries.customer_query" }
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return { query: "erpnext.controllers.queries.customer_query" };
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});
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this.frm.set_query("lead_owner", function (doc, cdt, cdn) {
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return { query: "frappe.core.doctype.user.user.user_query" }
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return { query: "frappe.core.doctype.user.user.user_query" };
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});
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}
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refresh () {
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refresh() {
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var me = this;
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let doc = this.frm.doc;
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erpnext.toggle_naming_series();
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frappe.dynamic_link = {
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doc: doc,
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fieldname: 'name',
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doctype: 'Lead'
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fieldname: "name",
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doctype: "Lead",
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};
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if (!this.frm.is_new() && doc.__onload && !doc.__onload.is_customer) {
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this.frm.add_custom_button(__("Customer"), this.make_customer, __("Create"));
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this.frm.add_custom_button(__("Opportunity"), function() {
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me.frm.trigger("make_opportunity");
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}, __("Create"));
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this.frm.add_custom_button(
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__("Opportunity"),
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function () {
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me.frm.trigger("make_opportunity");
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},
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__("Create")
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);
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this.frm.add_custom_button(__("Quotation"), this.make_quotation, __("Create"));
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if (!doc.__onload.linked_prospects.length) {
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this.frm.add_custom_button(__("Prospect"), this.make_prospect, __("Create"));
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this.frm.add_custom_button(__('Add to Prospect'), this.add_lead_to_prospect, __('Action'));
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this.frm.add_custom_button(__("Add to Prospect"), this.add_lead_to_prospect, __("Action"));
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}
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}
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@@ -58,50 +62,54 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
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this.show_activities();
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}
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add_lead_to_prospect () {
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frappe.prompt([
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{
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fieldname: 'prospect',
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label: __('Prospect'),
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fieldtype: 'Link',
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options: 'Prospect',
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reqd: 1
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}
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],
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function(data) {
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frappe.call({
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method: 'erpnext.crm.doctype.lead.lead.add_lead_to_prospect',
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args: {
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'lead': cur_frm.doc.name,
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'prospect': data.prospect
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add_lead_to_prospect() {
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frappe.prompt(
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[
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{
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fieldname: "prospect",
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label: __("Prospect"),
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fieldtype: "Link",
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options: "Prospect",
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reqd: 1,
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},
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callback: function(r) {
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if (!r.exc) {
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frm.reload_doc();
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}
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},
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freeze: true,
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freeze_message: __('Adding Lead to Prospect...')
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});
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}, __('Add Lead to Prospect'), __('Add'));
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],
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function (data) {
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frappe.call({
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method: "erpnext.crm.doctype.lead.lead.add_lead_to_prospect",
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args: {
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lead: cur_frm.doc.name,
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prospect: data.prospect,
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},
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callback: function (r) {
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if (!r.exc) {
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frm.reload_doc();
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}
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},
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freeze: true,
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freeze_message: __("Adding Lead to Prospect..."),
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});
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},
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__("Add Lead to Prospect"),
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__("Add")
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);
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}
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make_customer () {
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make_customer() {
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frappe.model.open_mapped_doc({
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method: "erpnext.crm.doctype.lead.lead.make_customer",
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frm: cur_frm
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})
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frm: cur_frm,
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});
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}
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make_quotation () {
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make_quotation() {
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frappe.model.open_mapped_doc({
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method: "erpnext.crm.doctype.lead.lead.make_quotation",
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frm: cur_frm
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})
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frm: cur_frm,
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});
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}
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make_prospect () {
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frappe.model.with_doctype("Prospect", function() {
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make_prospect() {
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frappe.model.with_doctype("Prospect", function () {
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let prospect = frappe.model.get_new_doc("Prospect");
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prospect.company_name = cur_frm.doc.company_name;
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prospect.no_of_employees = cur_frm.doc.no_of_employees;
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@@ -113,14 +121,14 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
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prospect.prospect_owner = cur_frm.doc.lead_owner;
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prospect.notes = cur_frm.doc.notes;
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let leads_row = frappe.model.add_child(prospect, 'leads');
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let leads_row = frappe.model.add_child(prospect, "leads");
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leads_row.lead = cur_frm.doc.name;
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frappe.set_route("Form", "Prospect", prospect.name);
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});
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}
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||||
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company_name () {
|
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company_name() {
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if (!this.frm.doc.lead_name) {
|
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this.frm.set_value("lead_name", this.frm.doc.company_name);
|
||||
}
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||||
@@ -149,86 +157,91 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
|
||||
}
|
||||
};
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||||
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||||
|
||||
extend_cscript(cur_frm.cscript, new erpnext.LeadController({ frm: cur_frm }));
|
||||
|
||||
frappe.ui.form.on("Lead", {
|
||||
make_opportunity: async function(frm) {
|
||||
let existing_prospect = (await frappe.db.get_value("Prospect Lead",
|
||||
{
|
||||
"lead": frm.doc.name
|
||||
},
|
||||
"name", null, "Prospect"
|
||||
)).message.name;
|
||||
make_opportunity: async function (frm) {
|
||||
let existing_prospect = (
|
||||
await frappe.db.get_value(
|
||||
"Prospect Lead",
|
||||
{
|
||||
lead: frm.doc.name,
|
||||
},
|
||||
"name",
|
||||
null,
|
||||
"Prospect"
|
||||
)
|
||||
).message.name;
|
||||
|
||||
if (!existing_prospect) {
|
||||
var fields = [
|
||||
{
|
||||
"label": "Create Prospect",
|
||||
"fieldname": "create_prospect",
|
||||
"fieldtype": "Check",
|
||||
"default": 1
|
||||
label: "Create Prospect",
|
||||
fieldname: "create_prospect",
|
||||
fieldtype: "Check",
|
||||
default: 1,
|
||||
},
|
||||
{
|
||||
"label": "Prospect Name",
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||||
"fieldname": "prospect_name",
|
||||
"fieldtype": "Data",
|
||||
"default": frm.doc.company_name,
|
||||
"depends_on": "create_prospect"
|
||||
}
|
||||
label: "Prospect Name",
|
||||
fieldname: "prospect_name",
|
||||
fieldtype: "Data",
|
||||
default: frm.doc.company_name,
|
||||
depends_on: "create_prospect",
|
||||
},
|
||||
];
|
||||
}
|
||||
let existing_contact = (await frappe.db.get_value("Contact",
|
||||
{
|
||||
"first_name": frm.doc.first_name || frm.doc.lead_name,
|
||||
"last_name": frm.doc.last_name
|
||||
},
|
||||
"name"
|
||||
)).message.name;
|
||||
let existing_contact = (
|
||||
await frappe.db.get_value(
|
||||
"Contact",
|
||||
{
|
||||
first_name: frm.doc.first_name || frm.doc.lead_name,
|
||||
last_name: frm.doc.last_name,
|
||||
},
|
||||
"name"
|
||||
)
|
||||
).message.name;
|
||||
|
||||
if (!existing_contact) {
|
||||
fields.push(
|
||||
{
|
||||
"label": "Create Contact",
|
||||
"fieldname": "create_contact",
|
||||
"fieldtype": "Check",
|
||||
"default": "1"
|
||||
}
|
||||
);
|
||||
fields.push({
|
||||
label: "Create Contact",
|
||||
fieldname: "create_contact",
|
||||
fieldtype: "Check",
|
||||
default: "1",
|
||||
});
|
||||
}
|
||||
|
||||
if (fields) {
|
||||
var d = new frappe.ui.Dialog({
|
||||
title: __('Create Opportunity'),
|
||||
title: __("Create Opportunity"),
|
||||
fields: fields,
|
||||
primary_action: function() {
|
||||
primary_action: function () {
|
||||
var data = d.get_values();
|
||||
frappe.call({
|
||||
method: 'create_prospect_and_contact',
|
||||
method: "create_prospect_and_contact",
|
||||
doc: frm.doc,
|
||||
args: {
|
||||
data: data,
|
||||
},
|
||||
freeze: true,
|
||||
callback: function(r) {
|
||||
callback: function (r) {
|
||||
if (!r.exc) {
|
||||
frappe.model.open_mapped_doc({
|
||||
method: "erpnext.crm.doctype.lead.lead.make_opportunity",
|
||||
frm: frm
|
||||
frm: frm,
|
||||
});
|
||||
}
|
||||
d.hide();
|
||||
}
|
||||
},
|
||||
});
|
||||
},
|
||||
primary_action_label: __('Create')
|
||||
primary_action_label: __("Create"),
|
||||
});
|
||||
d.show();
|
||||
} else {
|
||||
frappe.model.open_mapped_doc({
|
||||
method: "erpnext.crm.doctype.lead.lead.make_opportunity",
|
||||
frm: frm
|
||||
frm: frm,
|
||||
});
|
||||
}
|
||||
}
|
||||
});
|
||||
},
|
||||
});
|
||||
|
||||
@@ -1,28 +1,42 @@
|
||||
frappe.listview_settings['Lead'] = {
|
||||
onload: function(listview) {
|
||||
frappe.listview_settings["Lead"] = {
|
||||
onload: function (listview) {
|
||||
if (frappe.boot.user.can_create.includes("Prospect")) {
|
||||
listview.page.add_action_item(__("Create Prospect"), function() {
|
||||
frappe.model.with_doctype("Prospect", function() {
|
||||
listview.page.add_action_item(__("Create Prospect"), function () {
|
||||
frappe.model.with_doctype("Prospect", function () {
|
||||
let prospect = frappe.model.get_new_doc("Prospect");
|
||||
let leads = listview.get_checked_items();
|
||||
frappe.db.get_value("Lead", leads[0].name, ["company_name", "no_of_employees", "industry", "market_segment", "territory", "fax", "website", "lead_owner"], (r) => {
|
||||
prospect.company_name = r.company_name;
|
||||
prospect.no_of_employees = r.no_of_employees;
|
||||
prospect.industry = r.industry;
|
||||
prospect.market_segment = r.market_segment;
|
||||
prospect.territory = r.territory;
|
||||
prospect.fax = r.fax;
|
||||
prospect.website = r.website;
|
||||
prospect.prospect_owner = r.lead_owner;
|
||||
frappe.db.get_value(
|
||||
"Lead",
|
||||
leads[0].name,
|
||||
[
|
||||
"company_name",
|
||||
"no_of_employees",
|
||||
"industry",
|
||||
"market_segment",
|
||||
"territory",
|
||||
"fax",
|
||||
"website",
|
||||
"lead_owner",
|
||||
],
|
||||
(r) => {
|
||||
prospect.company_name = r.company_name;
|
||||
prospect.no_of_employees = r.no_of_employees;
|
||||
prospect.industry = r.industry;
|
||||
prospect.market_segment = r.market_segment;
|
||||
prospect.territory = r.territory;
|
||||
prospect.fax = r.fax;
|
||||
prospect.website = r.website;
|
||||
prospect.prospect_owner = r.lead_owner;
|
||||
|
||||
leads.forEach(function(lead) {
|
||||
let lead_prospect_row = frappe.model.add_child(prospect, 'leads');
|
||||
lead_prospect_row.lead = lead.name;
|
||||
});
|
||||
frappe.set_route("Form", "Prospect", prospect.name);
|
||||
});
|
||||
leads.forEach(function (lead) {
|
||||
let lead_prospect_row = frappe.model.add_child(prospect, "leads");
|
||||
lead_prospect_row.lead = lead.name;
|
||||
});
|
||||
frappe.set_route("Form", "Prospect", prospect.name);
|
||||
}
|
||||
);
|
||||
});
|
||||
});
|
||||
}
|
||||
}
|
||||
},
|
||||
};
|
||||
|
||||
@@ -1,8 +1,7 @@
|
||||
// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
frappe.ui.form.on('Lead Source', {
|
||||
frappe.ui.form.on("Lead Source", {
|
||||
// refresh: function(frm) {
|
||||
|
||||
// }
|
||||
});
|
||||
|
||||
@@ -1,23 +1,29 @@
|
||||
// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
frappe.ui.form.on('LinkedIn Settings', {
|
||||
onload: function(frm) {
|
||||
if (frm.doc.session_status == 'Expired' && frm.doc.consumer_key && frm.doc.consumer_secret) {
|
||||
frappe.ui.form.on("LinkedIn Settings", {
|
||||
onload: function (frm) {
|
||||
if (frm.doc.session_status == "Expired" && frm.doc.consumer_key && frm.doc.consumer_secret) {
|
||||
frappe.confirm(
|
||||
__('Session not valid. Do you want to login?'),
|
||||
function(){
|
||||
__("Session not valid. Do you want to login?"),
|
||||
function () {
|
||||
frm.trigger("login");
|
||||
},
|
||||
function(){
|
||||
function () {
|
||||
window.close();
|
||||
}
|
||||
);
|
||||
}
|
||||
frm.dashboard.set_headline(__("For more information, {0}.", [`<a target='_blank' href='https://docs.erpnext.com/docs/user/manual/en/CRM/linkedin-settings'>${__('click here')}</a>`]));
|
||||
frm.dashboard.set_headline(
|
||||
__("For more information, {0}.", [
|
||||
`<a target='_blank' href='https://docs.erpnext.com/docs/user/manual/en/CRM/linkedin-settings'>${__(
|
||||
"click here"
|
||||
)}</a>`,
|
||||
])
|
||||
);
|
||||
},
|
||||
refresh: function(frm) {
|
||||
if (frm.doc.session_status=="Expired"){
|
||||
refresh: function (frm) {
|
||||
if (frm.doc.session_status == "Expired") {
|
||||
let msg = __("Session not active. Save document to login.");
|
||||
frm.dashboard.set_headline_alert(
|
||||
`<div class="row">
|
||||
@@ -28,19 +34,18 @@ frappe.ui.form.on('LinkedIn Settings', {
|
||||
);
|
||||
}
|
||||
|
||||
if (frm.doc.session_status=="Active"){
|
||||
if (frm.doc.session_status == "Active") {
|
||||
let d = new Date(frm.doc.modified);
|
||||
d.setDate(d.getDate()+60);
|
||||
d.setDate(d.getDate() + 60);
|
||||
let dn = new Date();
|
||||
let days = d.getTime() - dn.getTime();
|
||||
days = Math.floor(days/(1000 * 3600 * 24));
|
||||
let msg,color;
|
||||
days = Math.floor(days / (1000 * 3600 * 24));
|
||||
let msg, color;
|
||||
|
||||
if (days>0){
|
||||
if (days > 0) {
|
||||
msg = __("Your session will be expire in {0} days.", [days]);
|
||||
color = "green";
|
||||
}
|
||||
else {
|
||||
} else {
|
||||
msg = __("Session is expired. Save doc to login.");
|
||||
color = "red";
|
||||
}
|
||||
@@ -54,21 +59,23 @@ frappe.ui.form.on('LinkedIn Settings', {
|
||||
);
|
||||
}
|
||||
},
|
||||
login: function(frm) {
|
||||
if (frm.doc.consumer_key && frm.doc.consumer_secret){
|
||||
login: function (frm) {
|
||||
if (frm.doc.consumer_key && frm.doc.consumer_secret) {
|
||||
frappe.dom.freeze();
|
||||
frappe.call({
|
||||
doc: frm.doc,
|
||||
method: "get_authorization_url",
|
||||
callback : function(r) {
|
||||
window.location.href = r.message;
|
||||
}
|
||||
}).fail(function() {
|
||||
frappe.dom.unfreeze();
|
||||
});
|
||||
frappe
|
||||
.call({
|
||||
doc: frm.doc,
|
||||
method: "get_authorization_url",
|
||||
callback: function (r) {
|
||||
window.location.href = r.message;
|
||||
},
|
||||
})
|
||||
.fail(function () {
|
||||
frappe.dom.unfreeze();
|
||||
});
|
||||
}
|
||||
},
|
||||
after_save: function(frm) {
|
||||
after_save: function (frm) {
|
||||
frm.trigger("login");
|
||||
}
|
||||
},
|
||||
});
|
||||
|
||||
@@ -1,8 +1,6 @@
|
||||
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
frappe.ui.form.on('Lost Reason Detail', {
|
||||
refresh: function() {
|
||||
|
||||
}
|
||||
frappe.ui.form.on("Lost Reason Detail", {
|
||||
refresh: function () {},
|
||||
});
|
||||
|
||||
@@ -1,8 +1,6 @@
|
||||
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
frappe.ui.form.on('Market Segment', {
|
||||
refresh: function(frm) {
|
||||
|
||||
}
|
||||
frappe.ui.form.on("Market Segment", {
|
||||
refresh: function (frm) {},
|
||||
});
|
||||
|
||||
@@ -1,31 +1,31 @@
|
||||
frappe.listview_settings['Opportunity'] = {
|
||||
frappe.listview_settings["Opportunity"] = {
|
||||
add_fields: ["customer_name", "opportunity_type", "opportunity_from", "status"],
|
||||
get_indicator: function(doc) {
|
||||
get_indicator: function (doc) {
|
||||
var indicator = [__(doc.status), frappe.utils.guess_colour(doc.status), "status,=," + doc.status];
|
||||
if(doc.status=="Quotation") {
|
||||
if (doc.status == "Quotation") {
|
||||
indicator[1] = "green";
|
||||
}
|
||||
return indicator;
|
||||
},
|
||||
onload: function(listview) {
|
||||
onload: function (listview) {
|
||||
var method = "erpnext.crm.doctype.opportunity.opportunity.set_multiple_status";
|
||||
|
||||
listview.page.add_menu_item(__("Set as Open"), function() {
|
||||
listview.call_for_selected_items(method, {"status": "Open"});
|
||||
listview.page.add_menu_item(__("Set as Open"), function () {
|
||||
listview.call_for_selected_items(method, { status: "Open" });
|
||||
});
|
||||
|
||||
listview.page.add_menu_item(__("Set as Closed"), function() {
|
||||
listview.call_for_selected_items(method, {"status": "Closed"});
|
||||
listview.page.add_menu_item(__("Set as Closed"), function () {
|
||||
listview.call_for_selected_items(method, { status: "Closed" });
|
||||
});
|
||||
|
||||
if(listview.page.fields_dict.opportunity_from) {
|
||||
listview.page.fields_dict.opportunity_from.get_query = function() {
|
||||
if (listview.page.fields_dict.opportunity_from) {
|
||||
listview.page.fields_dict.opportunity_from.get_query = function () {
|
||||
return {
|
||||
"filters": {
|
||||
"name": ["in", ["Customer", "Lead"]],
|
||||
}
|
||||
filters: {
|
||||
name: ["in", ["Customer", "Lead"]],
|
||||
},
|
||||
};
|
||||
};
|
||||
}
|
||||
}
|
||||
},
|
||||
};
|
||||
|
||||
@@ -1,8 +1,6 @@
|
||||
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
frappe.ui.form.on('Opportunity Lost Reason', {
|
||||
refresh: function() {
|
||||
|
||||
}
|
||||
frappe.ui.form.on("Opportunity Lost Reason", {
|
||||
refresh: function () {},
|
||||
});
|
||||
|
||||
@@ -1,8 +1,6 @@
|
||||
// Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
frappe.ui.form.on('Opportunity Type', {
|
||||
refresh: function(frm) {
|
||||
|
||||
}
|
||||
frappe.ui.form.on("Opportunity Type", {
|
||||
refresh: function (frm) {},
|
||||
});
|
||||
|
||||
@@ -1,25 +1,33 @@
|
||||
// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
frappe.ui.form.on('Prospect', {
|
||||
refresh (frm) {
|
||||
frappe.ui.form.on("Prospect", {
|
||||
refresh(frm) {
|
||||
frappe.dynamic_link = { doc: frm.doc, fieldname: "name", doctype: frm.doctype };
|
||||
|
||||
if (!frm.is_new() && frappe.boot.user.can_create.includes("Customer")) {
|
||||
frm.add_custom_button(__("Customer"), function() {
|
||||
frappe.model.open_mapped_doc({
|
||||
method: "erpnext.crm.doctype.prospect.prospect.make_customer",
|
||||
frm: frm
|
||||
});
|
||||
}, __("Create"));
|
||||
frm.add_custom_button(
|
||||
__("Customer"),
|
||||
function () {
|
||||
frappe.model.open_mapped_doc({
|
||||
method: "erpnext.crm.doctype.prospect.prospect.make_customer",
|
||||
frm: frm,
|
||||
});
|
||||
},
|
||||
__("Create")
|
||||
);
|
||||
}
|
||||
if (!frm.is_new() && frappe.boot.user.can_create.includes("Opportunity")) {
|
||||
frm.add_custom_button(__("Opportunity"), function() {
|
||||
frappe.model.open_mapped_doc({
|
||||
method: "erpnext.crm.doctype.prospect.prospect.make_opportunity",
|
||||
frm: frm
|
||||
});
|
||||
}, __("Create"));
|
||||
frm.add_custom_button(
|
||||
__("Opportunity"),
|
||||
function () {
|
||||
frappe.model.open_mapped_doc({
|
||||
method: "erpnext.crm.doctype.prospect.prospect.make_opportunity",
|
||||
frm: frm,
|
||||
});
|
||||
},
|
||||
__("Create")
|
||||
);
|
||||
}
|
||||
|
||||
if (!frm.is_new()) {
|
||||
@@ -31,7 +39,7 @@ frappe.ui.form.on('Prospect', {
|
||||
frm.trigger("show_activities");
|
||||
},
|
||||
|
||||
show_notes (frm) {
|
||||
show_notes(frm) {
|
||||
const crm_notes = new erpnext.utils.CRMNotes({
|
||||
frm: frm,
|
||||
notes_wrapper: $(frm.fields_dict.notes_html.wrapper),
|
||||
@@ -39,7 +47,7 @@ frappe.ui.form.on('Prospect', {
|
||||
crm_notes.refresh();
|
||||
},
|
||||
|
||||
show_activities (frm) {
|
||||
show_activities(frm) {
|
||||
const crm_activities = new erpnext.utils.CRMActivities({
|
||||
frm: frm,
|
||||
open_activities_wrapper: $(frm.fields_dict.open_activities_html.wrapper),
|
||||
@@ -47,6 +55,5 @@ frappe.ui.form.on('Prospect', {
|
||||
form_wrapper: $(frm.wrapper),
|
||||
});
|
||||
crm_activities.refresh();
|
||||
}
|
||||
|
||||
},
|
||||
});
|
||||
|
||||
@@ -1,8 +1,6 @@
|
||||
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
frappe.ui.form.on('Sales Stage', {
|
||||
refresh: function(frm) {
|
||||
|
||||
}
|
||||
frappe.ui.form.on("Sales Stage", {
|
||||
refresh: function (frm) {},
|
||||
});
|
||||
|
||||
@@ -1,7 +1,7 @@
|
||||
// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
frappe.ui.form.on('Social Media Post', {
|
||||
validate: function(frm) {
|
||||
frappe.ui.form.on("Social Media Post", {
|
||||
validate: function (frm) {
|
||||
if (frm.doc.twitter === 0 && frm.doc.linkedin === 0) {
|
||||
frappe.throw(__("Select atleast one Social Media Platform to Share on."));
|
||||
}
|
||||
@@ -12,111 +12,116 @@ frappe.ui.form.on('Social Media Post', {
|
||||
frappe.throw(__("Scheduled Time must be a future time."));
|
||||
}
|
||||
}
|
||||
frm.trigger('validate_tweet_length');
|
||||
frm.trigger("validate_tweet_length");
|
||||
},
|
||||
|
||||
text: function(frm) {
|
||||
text: function (frm) {
|
||||
if (frm.doc.text) {
|
||||
frm.set_df_property('text', 'description', `${frm.doc.text.length}/280`);
|
||||
frm.refresh_field('text');
|
||||
frm.trigger('validate_tweet_length');
|
||||
frm.set_df_property("text", "description", `${frm.doc.text.length}/280`);
|
||||
frm.refresh_field("text");
|
||||
frm.trigger("validate_tweet_length");
|
||||
}
|
||||
},
|
||||
|
||||
validate_tweet_length: function(frm) {
|
||||
validate_tweet_length: function (frm) {
|
||||
if (frm.doc.text && frm.doc.text.length > 280) {
|
||||
frappe.throw(__("Tweet length Must be less than 280."));
|
||||
}
|
||||
},
|
||||
|
||||
onload: function(frm) {
|
||||
frm.trigger('make_dashboard');
|
||||
onload: function (frm) {
|
||||
frm.trigger("make_dashboard");
|
||||
},
|
||||
|
||||
make_dashboard: function(frm) {
|
||||
make_dashboard: function (frm) {
|
||||
if (frm.doc.post_status == "Posted") {
|
||||
frappe.call({
|
||||
doc: frm.doc,
|
||||
method: 'get_post',
|
||||
method: "get_post",
|
||||
freeze: true,
|
||||
callback: (r) => {
|
||||
if (!r.message) {
|
||||
return;
|
||||
}
|
||||
|
||||
let datasets = [], colors = [];
|
||||
let datasets = [],
|
||||
colors = [];
|
||||
if (r.message && r.message.twitter) {
|
||||
colors.push('#1DA1F2');
|
||||
colors.push("#1DA1F2");
|
||||
datasets.push({
|
||||
name: 'Twitter',
|
||||
values: [r.message.twitter.favorite_count, r.message.twitter.retweet_count]
|
||||
name: "Twitter",
|
||||
values: [r.message.twitter.favorite_count, r.message.twitter.retweet_count],
|
||||
});
|
||||
}
|
||||
if (r.message && r.message.linkedin) {
|
||||
colors.push('#0077b5');
|
||||
colors.push("#0077b5");
|
||||
datasets.push({
|
||||
name: 'LinkedIn',
|
||||
values: [r.message.linkedin.totalShareStatistics.likeCount, r.message.linkedin.totalShareStatistics.shareCount]
|
||||
name: "LinkedIn",
|
||||
values: [
|
||||
r.message.linkedin.totalShareStatistics.likeCount,
|
||||
r.message.linkedin.totalShareStatistics.shareCount,
|
||||
],
|
||||
});
|
||||
}
|
||||
|
||||
if (datasets.length) {
|
||||
frm.dashboard.render_graph({
|
||||
data: {
|
||||
labels: ['Likes', 'Retweets/Shares'],
|
||||
datasets: datasets
|
||||
labels: ["Likes", "Retweets/Shares"],
|
||||
datasets: datasets,
|
||||
},
|
||||
|
||||
title: __("Post Metrics"),
|
||||
type: 'bar',
|
||||
type: "bar",
|
||||
height: 300,
|
||||
colors: colors
|
||||
colors: colors,
|
||||
});
|
||||
}
|
||||
}
|
||||
},
|
||||
});
|
||||
}
|
||||
},
|
||||
|
||||
refresh: function(frm) {
|
||||
frm.trigger('text');
|
||||
refresh: function (frm) {
|
||||
frm.trigger("text");
|
||||
|
||||
if (frm.doc.docstatus === 1) {
|
||||
if (!['Posted', 'Deleted'].includes(frm.doc.post_status)) {
|
||||
frm.trigger('add_post_btn');
|
||||
if (!["Posted", "Deleted"].includes(frm.doc.post_status)) {
|
||||
frm.trigger("add_post_btn");
|
||||
}
|
||||
if (frm.doc.post_status !='Deleted') {
|
||||
frm.add_custom_button(__('Delete Post'), function() {
|
||||
frappe.confirm(__('Are you sure want to delete the Post from Social Media platforms?'),
|
||||
function() {
|
||||
if (frm.doc.post_status != "Deleted") {
|
||||
frm.add_custom_button(__("Delete Post"), function () {
|
||||
frappe.confirm(
|
||||
__("Are you sure want to delete the Post from Social Media platforms?"),
|
||||
function () {
|
||||
frappe.call({
|
||||
doc: frm.doc,
|
||||
method: 'delete_post',
|
||||
method: "delete_post",
|
||||
freeze: true,
|
||||
callback: () => {
|
||||
frm.reload_doc();
|
||||
}
|
||||
},
|
||||
});
|
||||
}
|
||||
);
|
||||
});
|
||||
}
|
||||
|
||||
if (frm.doc.post_status !='Deleted') {
|
||||
let html='';
|
||||
if (frm.doc.post_status != "Deleted") {
|
||||
let html = "";
|
||||
if (frm.doc.twitter) {
|
||||
let color = frm.doc.twitter_post_id ? "green" : "red";
|
||||
let status = frm.doc.twitter_post_id ? "Posted" : "Not Posted";
|
||||
html += `<div class="col-xs-6">
|
||||
<span class="indicator whitespace-nowrap ${color}"><span>Twitter : ${status} </span></span>
|
||||
</div>` ;
|
||||
</div>`;
|
||||
}
|
||||
if (frm.doc.linkedin) {
|
||||
let color = frm.doc.linkedin_post_id ? "green" : "red";
|
||||
let status = frm.doc.linkedin_post_id ? "Posted" : "Not Posted";
|
||||
html += `<div class="col-xs-6">
|
||||
<span class="indicator whitespace-nowrap ${color}"><span>LinkedIn : ${status} </span></span>
|
||||
</div>` ;
|
||||
</div>`;
|
||||
}
|
||||
html = `<div class="row">${html}</div>`;
|
||||
frm.dashboard.set_headline_alert(html);
|
||||
@@ -124,16 +129,16 @@ frappe.ui.form.on('Social Media Post', {
|
||||
}
|
||||
},
|
||||
|
||||
add_post_btn: function(frm) {
|
||||
frm.add_custom_button(__('Post Now'), function() {
|
||||
add_post_btn: function (frm) {
|
||||
frm.add_custom_button(__("Post Now"), function () {
|
||||
frappe.call({
|
||||
doc: frm.doc,
|
||||
method: 'post',
|
||||
method: "post",
|
||||
freeze: true,
|
||||
callback: function() {
|
||||
callback: function () {
|
||||
frm.reload_doc();
|
||||
}
|
||||
},
|
||||
});
|
||||
});
|
||||
}
|
||||
},
|
||||
});
|
||||
|
||||
@@ -1,11 +1,14 @@
|
||||
frappe.listview_settings['Social Media Post'] = {
|
||||
frappe.listview_settings["Social Media Post"] = {
|
||||
add_fields: ["status", "post_status"],
|
||||
get_indicator: function(doc) {
|
||||
return [__(doc.post_status), {
|
||||
"Scheduled": "orange",
|
||||
"Posted": "green",
|
||||
"Error": "red",
|
||||
"Deleted": "red"
|
||||
}[doc.post_status]];
|
||||
}
|
||||
}
|
||||
get_indicator: function (doc) {
|
||||
return [
|
||||
__(doc.post_status),
|
||||
{
|
||||
Scheduled: "orange",
|
||||
Posted: "green",
|
||||
Error: "red",
|
||||
Deleted: "red",
|
||||
}[doc.post_status],
|
||||
];
|
||||
},
|
||||
};
|
||||
|
||||
@@ -1,31 +1,38 @@
|
||||
// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
frappe.ui.form.on('Twitter Settings', {
|
||||
onload: function(frm) {
|
||||
if (frm.doc.session_status == 'Expired' && frm.doc.consumer_key && frm.doc.consumer_secret){
|
||||
frappe.ui.form.on("Twitter Settings", {
|
||||
onload: function (frm) {
|
||||
if (frm.doc.session_status == "Expired" && frm.doc.consumer_key && frm.doc.consumer_secret) {
|
||||
frappe.confirm(
|
||||
__('Session not valid, Do you want to login?'),
|
||||
function(){
|
||||
__("Session not valid, Do you want to login?"),
|
||||
function () {
|
||||
frm.trigger("login");
|
||||
},
|
||||
function(){
|
||||
function () {
|
||||
window.close();
|
||||
}
|
||||
);
|
||||
}
|
||||
frm.dashboard.set_headline(__("For more information, {0}.", [`<a target='_blank' href='https://docs.erpnext.com/docs/user/manual/en/CRM/twitter-settings'>${__('click here')}</a>`]));
|
||||
frm.dashboard.set_headline(
|
||||
__("For more information, {0}.", [
|
||||
`<a target='_blank' href='https://docs.erpnext.com/docs/user/manual/en/CRM/twitter-settings'>${__(
|
||||
"click here"
|
||||
)}</a>`,
|
||||
])
|
||||
);
|
||||
},
|
||||
refresh: function(frm) {
|
||||
let msg, color, flag=false;
|
||||
refresh: function (frm) {
|
||||
let msg,
|
||||
color,
|
||||
flag = false;
|
||||
if (frm.doc.session_status == "Active") {
|
||||
msg = __("Session Active");
|
||||
color = 'green';
|
||||
color = "green";
|
||||
flag = true;
|
||||
}
|
||||
else if(frm.doc.consumer_key && frm.doc.consumer_secret) {
|
||||
} else if (frm.doc.consumer_key && frm.doc.consumer_secret) {
|
||||
msg = __("Session Not Active. Save doc to login.");
|
||||
color = 'red';
|
||||
color = "red";
|
||||
flag = true;
|
||||
}
|
||||
|
||||
@@ -39,21 +46,23 @@ frappe.ui.form.on('Twitter Settings', {
|
||||
);
|
||||
}
|
||||
},
|
||||
login: function(frm) {
|
||||
if (frm.doc.consumer_key && frm.doc.consumer_secret){
|
||||
login: function (frm) {
|
||||
if (frm.doc.consumer_key && frm.doc.consumer_secret) {
|
||||
frappe.dom.freeze();
|
||||
frappe.call({
|
||||
doc: frm.doc,
|
||||
method: "get_authorize_url",
|
||||
callback : function(r) {
|
||||
window.location.href = r.message;
|
||||
}
|
||||
}).fail(function() {
|
||||
frappe.dom.unfreeze();
|
||||
});
|
||||
frappe
|
||||
.call({
|
||||
doc: frm.doc,
|
||||
method: "get_authorize_url",
|
||||
callback: function (r) {
|
||||
window.location.href = r.message;
|
||||
},
|
||||
})
|
||||
.fail(function () {
|
||||
frappe.dom.unfreeze();
|
||||
});
|
||||
}
|
||||
},
|
||||
after_save: function(frm) {
|
||||
after_save: function (frm) {
|
||||
frm.trigger("login");
|
||||
}
|
||||
},
|
||||
});
|
||||
|
||||
@@ -1,18 +1,18 @@
|
||||
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
frappe.query_reports["Campaign Efficiency"] = {
|
||||
"filters": [
|
||||
filters: [
|
||||
{
|
||||
"fieldname": "from_date",
|
||||
"label": __("From Date"),
|
||||
"fieldtype": "Date",
|
||||
"default": frappe.defaults.get_user_default("year_start_date"),
|
||||
fieldname: "from_date",
|
||||
label: __("From Date"),
|
||||
fieldtype: "Date",
|
||||
default: frappe.defaults.get_user_default("year_start_date"),
|
||||
},
|
||||
{
|
||||
"fieldname": "to_date",
|
||||
"label": __("To Date"),
|
||||
"fieldtype": "Date",
|
||||
"default": frappe.defaults.get_user_default("year_end_date"),
|
||||
}
|
||||
]
|
||||
fieldname: "to_date",
|
||||
label: __("To Date"),
|
||||
fieldtype: "Date",
|
||||
default: frappe.defaults.get_user_default("year_end_date"),
|
||||
},
|
||||
],
|
||||
};
|
||||
|
||||
@@ -3,41 +3,43 @@
|
||||
/* eslint-disable */
|
||||
|
||||
frappe.query_reports["First Response Time for Opportunity"] = {
|
||||
"filters": [
|
||||
filters: [
|
||||
{
|
||||
"fieldname": "from_date",
|
||||
"label": __("From Date"),
|
||||
"fieldtype": "Date",
|
||||
"reqd": 1,
|
||||
"default": frappe.datetime.add_days(frappe.datetime.nowdate(), -30)
|
||||
fieldname: "from_date",
|
||||
label: __("From Date"),
|
||||
fieldtype: "Date",
|
||||
reqd: 1,
|
||||
default: frappe.datetime.add_days(frappe.datetime.nowdate(), -30),
|
||||
},
|
||||
{
|
||||
"fieldname": "to_date",
|
||||
"label": __("To Date"),
|
||||
"fieldtype": "Date",
|
||||
"reqd": 1,
|
||||
"default": frappe.datetime.nowdate()
|
||||
fieldname: "to_date",
|
||||
label: __("To Date"),
|
||||
fieldtype: "Date",
|
||||
reqd: 1,
|
||||
default: frappe.datetime.nowdate(),
|
||||
},
|
||||
],
|
||||
get_chart_data: function (_columns, result) {
|
||||
return {
|
||||
data: {
|
||||
labels: result.map(d => d.creation_date),
|
||||
datasets: [{
|
||||
name: "First Response Time",
|
||||
values: result.map(d => d.first_response_time)
|
||||
}]
|
||||
labels: result.map((d) => d.creation_date),
|
||||
datasets: [
|
||||
{
|
||||
name: "First Response Time",
|
||||
values: result.map((d) => d.first_response_time),
|
||||
},
|
||||
],
|
||||
},
|
||||
type: "line",
|
||||
tooltipOptions: {
|
||||
formatTooltipY: d => {
|
||||
formatTooltipY: (d) => {
|
||||
let duration_options = {
|
||||
hide_days: 0,
|
||||
hide_seconds: 0
|
||||
hide_seconds: 0,
|
||||
};
|
||||
return frappe.utils.get_formatted_duration(d, duration_options);
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
},
|
||||
},
|
||||
};
|
||||
},
|
||||
};
|
||||
|
||||
@@ -3,20 +3,20 @@
|
||||
/* eslint-disable */
|
||||
|
||||
frappe.query_reports["Lead Conversion Time"] = {
|
||||
"filters": [
|
||||
filters: [
|
||||
{
|
||||
"fieldname":"from_date",
|
||||
"label": __("From Date"),
|
||||
"fieldtype": "Date",
|
||||
'reqd': 1,
|
||||
"default": frappe.datetime.add_days(frappe.datetime.nowdate(), -30)
|
||||
fieldname: "from_date",
|
||||
label: __("From Date"),
|
||||
fieldtype: "Date",
|
||||
reqd: 1,
|
||||
default: frappe.datetime.add_days(frappe.datetime.nowdate(), -30),
|
||||
},
|
||||
{
|
||||
"fieldname":"to_date",
|
||||
"label": __("To Date"),
|
||||
"fieldtype": "Date",
|
||||
'reqd': 1,
|
||||
"default":frappe.datetime.nowdate()
|
||||
fieldname: "to_date",
|
||||
label: __("To Date"),
|
||||
fieldtype: "Date",
|
||||
reqd: 1,
|
||||
default: frappe.datetime.nowdate(),
|
||||
},
|
||||
]
|
||||
],
|
||||
};
|
||||
|
||||
@@ -3,50 +3,50 @@
|
||||
/* eslint-disable */
|
||||
|
||||
frappe.query_reports["Lead Details"] = {
|
||||
"filters": [
|
||||
filters: [
|
||||
{
|
||||
"fieldname":"company",
|
||||
"label": __("Company"),
|
||||
"fieldtype": "Link",
|
||||
"options": "Company",
|
||||
"default": frappe.defaults.get_user_default("Company"),
|
||||
"reqd": 1
|
||||
fieldname: "company",
|
||||
label: __("Company"),
|
||||
fieldtype: "Link",
|
||||
options: "Company",
|
||||
default: frappe.defaults.get_user_default("Company"),
|
||||
reqd: 1,
|
||||
},
|
||||
{
|
||||
"fieldname":"from_date",
|
||||
"label": __("From Date"),
|
||||
"fieldtype": "Date",
|
||||
"default": frappe.datetime.add_months(frappe.datetime.get_today(), -12),
|
||||
"reqd": 1
|
||||
fieldname: "from_date",
|
||||
label: __("From Date"),
|
||||
fieldtype: "Date",
|
||||
default: frappe.datetime.add_months(frappe.datetime.get_today(), -12),
|
||||
reqd: 1,
|
||||
},
|
||||
{
|
||||
"fieldname":"to_date",
|
||||
"label": __("To Date"),
|
||||
"fieldtype": "Date",
|
||||
"default": frappe.datetime.get_today(),
|
||||
"reqd": 1
|
||||
fieldname: "to_date",
|
||||
label: __("To Date"),
|
||||
fieldtype: "Date",
|
||||
default: frappe.datetime.get_today(),
|
||||
reqd: 1,
|
||||
},
|
||||
{
|
||||
"fieldname":"status",
|
||||
"label": __("Status"),
|
||||
"fieldtype": "Select",
|
||||
fieldname: "status",
|
||||
label: __("Status"),
|
||||
fieldtype: "Select",
|
||||
options: [
|
||||
{ "value": "Lead", "label": __("Lead") },
|
||||
{ "value": "Open", "label": __("Open") },
|
||||
{ "value": "Replied", "label": __("Replied") },
|
||||
{ "value": "Opportunity", "label": __("Opportunity") },
|
||||
{ "value": "Quotation", "label": __("Quotation") },
|
||||
{ "value": "Lost Quotation", "label": __("Lost Quotation") },
|
||||
{ "value": "Interested", "label": __("Interested") },
|
||||
{ "value": "Converted", "label": __("Converted") },
|
||||
{ "value": "Do Not Contact", "label": __("Do Not Contact") },
|
||||
{ value: "Lead", label: __("Lead") },
|
||||
{ value: "Open", label: __("Open") },
|
||||
{ value: "Replied", label: __("Replied") },
|
||||
{ value: "Opportunity", label: __("Opportunity") },
|
||||
{ value: "Quotation", label: __("Quotation") },
|
||||
{ value: "Lost Quotation", label: __("Lost Quotation") },
|
||||
{ value: "Interested", label: __("Interested") },
|
||||
{ value: "Converted", label: __("Converted") },
|
||||
{ value: "Do Not Contact", label: __("Do Not Contact") },
|
||||
],
|
||||
},
|
||||
{
|
||||
"fieldname":"territory",
|
||||
"label": __("Territory"),
|
||||
"fieldtype": "Link",
|
||||
"options": "Territory",
|
||||
}
|
||||
]
|
||||
fieldname: "territory",
|
||||
label: __("Territory"),
|
||||
fieldtype: "Link",
|
||||
options: "Territory",
|
||||
},
|
||||
],
|
||||
};
|
||||
|
||||
@@ -1,17 +1,18 @@
|
||||
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
frappe.query_reports["Lead Owner Efficiency"] = {
|
||||
"filters": [
|
||||
{
|
||||
"fieldname": "from_date",
|
||||
"label": __("From Date"),
|
||||
"fieldtype": "Date",
|
||||
"default": frappe.defaults.get_user_default("year_start_date"),
|
||||
},
|
||||
{
|
||||
"fieldname": "to_date",
|
||||
"label": __("To Date"),
|
||||
"fieldtype": "Date",
|
||||
"default": frappe.defaults.get_user_default("year_end_date"),
|
||||
}
|
||||
]};
|
||||
frappe.query_reports["Lead Owner Efficiency"] = {
|
||||
filters: [
|
||||
{
|
||||
fieldname: "from_date",
|
||||
label: __("From Date"),
|
||||
fieldtype: "Date",
|
||||
default: frappe.defaults.get_user_default("year_start_date"),
|
||||
},
|
||||
{
|
||||
fieldname: "to_date",
|
||||
label: __("To Date"),
|
||||
fieldtype: "Date",
|
||||
default: frappe.defaults.get_user_default("year_end_date"),
|
||||
},
|
||||
],
|
||||
};
|
||||
|
||||
@@ -3,59 +3,59 @@
|
||||
/* eslint-disable */
|
||||
|
||||
frappe.query_reports["Lost Opportunity"] = {
|
||||
"filters": [
|
||||
filters: [
|
||||
{
|
||||
"fieldname":"company",
|
||||
"label": __("Company"),
|
||||
"fieldtype": "Link",
|
||||
"options": "Company",
|
||||
"default": frappe.defaults.get_user_default("Company"),
|
||||
"reqd": 1
|
||||
fieldname: "company",
|
||||
label: __("Company"),
|
||||
fieldtype: "Link",
|
||||
options: "Company",
|
||||
default: frappe.defaults.get_user_default("Company"),
|
||||
reqd: 1,
|
||||
},
|
||||
{
|
||||
"fieldname":"from_date",
|
||||
"label": __("From Date"),
|
||||
"fieldtype": "Date",
|
||||
"default": frappe.datetime.add_months(frappe.datetime.get_today(), -12),
|
||||
"reqd": 1
|
||||
fieldname: "from_date",
|
||||
label: __("From Date"),
|
||||
fieldtype: "Date",
|
||||
default: frappe.datetime.add_months(frappe.datetime.get_today(), -12),
|
||||
reqd: 1,
|
||||
},
|
||||
{
|
||||
"fieldname":"to_date",
|
||||
"label": __("To Date"),
|
||||
"fieldtype": "Date",
|
||||
"default": frappe.datetime.get_today(),
|
||||
"reqd": 1
|
||||
fieldname: "to_date",
|
||||
label: __("To Date"),
|
||||
fieldtype: "Date",
|
||||
default: frappe.datetime.get_today(),
|
||||
reqd: 1,
|
||||
},
|
||||
{
|
||||
"fieldname":"lost_reason",
|
||||
"label": __("Lost Reason"),
|
||||
"fieldtype": "Link",
|
||||
"options": "Opportunity Lost Reason"
|
||||
fieldname: "lost_reason",
|
||||
label: __("Lost Reason"),
|
||||
fieldtype: "Link",
|
||||
options: "Opportunity Lost Reason",
|
||||
},
|
||||
{
|
||||
"fieldname":"territory",
|
||||
"label": __("Territory"),
|
||||
"fieldtype": "Link",
|
||||
"options": "Territory"
|
||||
fieldname: "territory",
|
||||
label: __("Territory"),
|
||||
fieldtype: "Link",
|
||||
options: "Territory",
|
||||
},
|
||||
{
|
||||
"fieldname":"opportunity_from",
|
||||
"label": __("Opportunity From"),
|
||||
"fieldtype": "Link",
|
||||
"options": "DocType",
|
||||
"get_query": function() {
|
||||
fieldname: "opportunity_from",
|
||||
label: __("Opportunity From"),
|
||||
fieldtype: "Link",
|
||||
options: "DocType",
|
||||
get_query: function () {
|
||||
return {
|
||||
"filters": {
|
||||
"name": ["in", ["Customer", "Lead"]],
|
||||
}
|
||||
}
|
||||
}
|
||||
filters: {
|
||||
name: ["in", ["Customer", "Lead"]],
|
||||
},
|
||||
};
|
||||
},
|
||||
},
|
||||
{
|
||||
"fieldname":"party_name",
|
||||
"label": __("Party"),
|
||||
"fieldtype": "Dynamic Link",
|
||||
"options": "opportunity_from"
|
||||
fieldname: "party_name",
|
||||
label: __("Party"),
|
||||
fieldtype: "Dynamic Link",
|
||||
options: "opportunity_from",
|
||||
},
|
||||
]
|
||||
],
|
||||
};
|
||||
|
||||
@@ -3,26 +3,25 @@
|
||||
/* eslint-disable */
|
||||
|
||||
frappe.query_reports["Opportunity Summary by Sales Stage"] = {
|
||||
"filters": [
|
||||
filters: [
|
||||
{
|
||||
fieldname: "based_on",
|
||||
label: __("Based On"),
|
||||
fieldtype: "Select",
|
||||
options: "Opportunity Owner\nSource\nOpportunity Type",
|
||||
default: "Opportunity Owner"
|
||||
default: "Opportunity Owner",
|
||||
},
|
||||
{
|
||||
fieldname: "data_based_on",
|
||||
label: __("Data Based On"),
|
||||
fieldtype: "Select",
|
||||
options: "Number\nAmount",
|
||||
default: "Number"
|
||||
default: "Number",
|
||||
},
|
||||
{
|
||||
fieldname: "from_date",
|
||||
label: __("From Date"),
|
||||
fieldtype: "Date",
|
||||
|
||||
},
|
||||
{
|
||||
fieldname: "to_date",
|
||||
@@ -33,14 +32,14 @@ frappe.query_reports["Opportunity Summary by Sales Stage"] = {
|
||||
fieldname: "status",
|
||||
label: __("Status"),
|
||||
fieldtype: "MultiSelectList",
|
||||
get_data: function() {
|
||||
get_data: function () {
|
||||
return [
|
||||
{value: "Open", description: "Status"},
|
||||
{value: "Converted", description: "Status"},
|
||||
{value: "Quotation", description: "Status"},
|
||||
{value: "Replied", description: "Status"}
|
||||
]
|
||||
}
|
||||
{ value: "Open", description: "Status" },
|
||||
{ value: "Converted", description: "Status" },
|
||||
{ value: "Quotation", description: "Status" },
|
||||
{ value: "Replied", description: "Status" },
|
||||
];
|
||||
},
|
||||
},
|
||||
{
|
||||
fieldname: "opportunity_source",
|
||||
@@ -59,7 +58,7 @@ frappe.query_reports["Opportunity Summary by Sales Stage"] = {
|
||||
label: __("Company"),
|
||||
fieldtype: "Link",
|
||||
options: "Company",
|
||||
default: frappe.defaults.get_user_default("Company")
|
||||
}
|
||||
]
|
||||
default: frappe.defaults.get_user_default("Company"),
|
||||
},
|
||||
],
|
||||
};
|
||||
|
||||
@@ -2,24 +2,24 @@
|
||||
// For license information, please see license.txt
|
||||
|
||||
frappe.query_reports["Prospects Engaged But Not Converted"] = {
|
||||
"filters": [
|
||||
filters: [
|
||||
{
|
||||
"fieldname": "lead",
|
||||
"label": __("Lead"),
|
||||
"fieldtype": "Link",
|
||||
"options": "Lead"
|
||||
fieldname: "lead",
|
||||
label: __("Lead"),
|
||||
fieldtype: "Link",
|
||||
options: "Lead",
|
||||
},
|
||||
{
|
||||
"fieldname": "no_of_interaction",
|
||||
"label": __("Number of Interaction"),
|
||||
"fieldtype": "Int",
|
||||
"default": 1
|
||||
fieldname: "no_of_interaction",
|
||||
label: __("Number of Interaction"),
|
||||
fieldtype: "Int",
|
||||
default: 1,
|
||||
},
|
||||
{
|
||||
"fieldname": "lead_age",
|
||||
"label": __("Minimum Lead Age (Days)"),
|
||||
"fieldtype": "Int",
|
||||
"default": 60
|
||||
fieldname: "lead_age",
|
||||
label: __("Minimum Lead Age (Days)"),
|
||||
fieldtype: "Int",
|
||||
default: 60,
|
||||
},
|
||||
]
|
||||
}
|
||||
],
|
||||
};
|
||||
|
||||
@@ -3,68 +3,68 @@
|
||||
/* eslint-disable */
|
||||
|
||||
frappe.query_reports["Sales Pipeline Analytics"] = {
|
||||
"filters": [
|
||||
filters: [
|
||||
{
|
||||
fieldname: "pipeline_by",
|
||||
label: __("Pipeline By"),
|
||||
fieldtype: "Select",
|
||||
options: "Owner\nSales Stage",
|
||||
default: "Owner"
|
||||
default: "Owner",
|
||||
},
|
||||
{
|
||||
fieldname: "from_date",
|
||||
label: __("From Date"),
|
||||
fieldtype: "Date"
|
||||
fieldtype: "Date",
|
||||
},
|
||||
{
|
||||
fieldname: "to_date",
|
||||
label: __("To Date"),
|
||||
fieldtype: "Date"
|
||||
fieldtype: "Date",
|
||||
},
|
||||
{
|
||||
fieldname: "range",
|
||||
label: __("Range"),
|
||||
fieldtype: "Select",
|
||||
options: "Monthly\nQuarterly",
|
||||
default: "Monthly"
|
||||
default: "Monthly",
|
||||
},
|
||||
{
|
||||
fieldname: "assigned_to",
|
||||
label: __("Assigned To"),
|
||||
fieldtype: "Link",
|
||||
options: "User"
|
||||
options: "User",
|
||||
},
|
||||
{
|
||||
fieldname: "status",
|
||||
label: __("Status"),
|
||||
fieldtype: "Select",
|
||||
options: "Open\nQuotation\nConverted\nReplied"
|
||||
options: "Open\nQuotation\nConverted\nReplied",
|
||||
},
|
||||
{
|
||||
fieldname: "based_on",
|
||||
label: __("Based On"),
|
||||
fieldtype: "Select",
|
||||
options: "Number\nAmount",
|
||||
default: "Number"
|
||||
default: "Number",
|
||||
},
|
||||
{
|
||||
fieldname: "company",
|
||||
label: __("Company"),
|
||||
fieldtype: "Link",
|
||||
options: "Company",
|
||||
default: frappe.defaults.get_user_default("Company")
|
||||
default: frappe.defaults.get_user_default("Company"),
|
||||
},
|
||||
{
|
||||
fieldname: "opportunity_source",
|
||||
label: __("Opportunity Source"),
|
||||
fieldtype: "Link",
|
||||
options: "Lead Source"
|
||||
options: "Lead Source",
|
||||
},
|
||||
{
|
||||
fieldname: "opportunity_type",
|
||||
label: __("Opportunity Type"),
|
||||
fieldtype: "Link",
|
||||
options: "Opportunity Type"
|
||||
options: "Opportunity Type",
|
||||
},
|
||||
]
|
||||
],
|
||||
};
|
||||
|
||||
Reference in New Issue
Block a user