diff --git a/erpnext/crm/doctype/crm_settings/crm_settings.json b/erpnext/crm/doctype/crm_settings/crm_settings.json index 8f0fa315c18..a2a19b9e79e 100644 --- a/erpnext/crm/doctype/crm_settings/crm_settings.json +++ b/erpnext/crm/doctype/crm_settings/crm_settings.json @@ -17,7 +17,9 @@ "column_break_9", "create_event_on_next_contact_date_opportunity", "quotation_section", - "default_valid_till" + "default_valid_till", + "section_break_13", + "carry_forward_communication_and_comments" ], "fields": [ { @@ -85,13 +87,25 @@ "fieldname": "quotation_section", "fieldtype": "Section Break", "label": "Quotation" + }, + { + "fieldname": "section_break_13", + "fieldtype": "Section Break", + "label": "Other Settings" + }, + { + "default": "0", + "description": "All the Comments and Emails will be copied from one document to another newly created document(Lead -> Opportunity -> Quotation) throughout the CRM documents.", + "fieldname": "carry_forward_communication_and_comments", + "fieldtype": "Check", + "label": "Carry Forward Communication and Comments" } ], "icon": "fa fa-cog", "index_web_pages_for_search": 1, "issingle": 1, "links": [], - "modified": "2021-11-03 10:00:36.883496", + "modified": "2021-12-20 12:51:38.894252", "modified_by": "Administrator", "module": "CRM", "name": "CRM Settings", @@ -105,6 +119,26 @@ "role": "System Manager", "share": 1, "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "print": 1, + "read": 1, + "role": "Sales Manager", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "print": 1, + "read": 1, + "role": "Sales Master Manager", + "share": 1, + "write": 1 } ], "sort_field": "modified", diff --git a/erpnext/crm/doctype/opportunity/opportunity.py b/erpnext/crm/doctype/opportunity/opportunity.py index fcbd4ded398..a4fd7658eed 100644 --- a/erpnext/crm/doctype/opportunity/opportunity.py +++ b/erpnext/crm/doctype/opportunity/opportunity.py @@ -11,6 +11,7 @@ from frappe.model.mapper import get_mapped_doc from frappe.query_builder import DocType from frappe.utils import cint, cstr, flt, get_fullname +from erpnext.crm.utils import add_link_in_communication, copy_comments from erpnext.setup.utils import get_exchange_rate from erpnext.utilities.transaction_base import TransactionBase @@ -20,6 +21,11 @@ class Opportunity(TransactionBase): if self.opportunity_from == "Lead": frappe.get_doc("Lead", self.party_name).set_status(update=True) + if self.opportunity_from in ["Lead", "Prospect"]: + if frappe.db.get_single_value("CRM Settings", "carry_forward_communication_and_comments"): + copy_comments(self.opportunity_from, self.party_name, self) + 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 \ diff --git a/erpnext/crm/doctype/opportunity/test_opportunity.py b/erpnext/crm/doctype/opportunity/test_opportunity.py index 6e6fed58cbe..db44b6a3d57 100644 --- a/erpnext/crm/doctype/opportunity/test_opportunity.py +++ b/erpnext/crm/doctype/opportunity/test_opportunity.py @@ -4,10 +4,12 @@ import unittest import frappe -from frappe.utils import random_string, today +from frappe.utils import now_datetime, random_string, today from erpnext.crm.doctype.lead.lead import make_customer +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') @@ -28,21 +30,11 @@ class TestOpportunity(unittest.TestCase): self.assertEqual(doc.status, "Quotation") def test_make_new_lead_if_required(self): - new_lead_email_id = "new{}@example.com".format(random_string(5)) - args = { - "doctype": "Opportunity", - "contact_email": new_lead_email_id, - "opportunity_type": "Sales", - "with_items": 0, - "transaction_date": today() - } - # new lead should be created against the new.opportunity@example.com - opp_doc = frappe.get_doc(args).insert(ignore_permissions=True) + opp_doc = make_opportunity_from_lead() 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"), - new_lead_email_id) + 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) @@ -54,18 +46,60 @@ class TestOpportunity(unittest.TestCase): "link_name": customer.name }] }) - contact.add_email(new_lead_email_id, is_primary=True) + contact.add_email(opp_doc.contact_email, is_primary=True) contact.insert(ignore_permissions=True) - opp_doc = frappe.get_doc(args).insert(ignore_permissions=True) - self.assertTrue(opp_doc.party_name) - self.assertEqual(opp_doc.opportunity_from, "Customer") - self.assertEqual(opp_doc.party_name, customer.name) - def test_opportunity_item(self): opportunity_doc = make_opportunity(with_items=1, rate=1100, qty=2) 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) + lead_doc = make_lead() + 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)) + 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') + 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.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)) + 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 = { + "doctype": "Opportunity", + "contact_email": new_lead_email_id, + "opportunity_type": "Sales", + "with_items": 0, + "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) @@ -95,3 +129,20 @@ def make_opportunity(**args): 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() \ No newline at end of file diff --git a/erpnext/crm/doctype/prospect/prospect.py b/erpnext/crm/doctype/prospect/prospect.py index 367aa3d3123..cc4c1d37f87 100644 --- a/erpnext/crm/doctype/prospect/prospect.py +++ b/erpnext/crm/doctype/prospect/prospect.py @@ -6,6 +6,8 @@ from frappe.contacts.address_and_contact import load_address_and_contact from frappe.model.document import Document from frappe.model.mapper import get_mapped_doc +from erpnext.crm.utils import add_link_in_communication, copy_comments + class Prospect(Document): def onload(self): @@ -20,6 +22,12 @@ class Prospect(Document): def on_trash(self): self.unlink_dynamic_links() + def after_insert(self): + if frappe.db.get_single_value("CRM Settings", "carry_forward_communication_and_comments"): + 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) diff --git a/erpnext/crm/utils.py b/erpnext/crm/utils.py index 95b19ec21ec..a4576a287e1 100644 --- a/erpnext/crm/utils.py +++ b/erpnext/crm/utils.py @@ -21,3 +21,30 @@ def update_lead_phone_numbers(contact, method): lead = frappe.get_doc("Lead", contact_lead) lead.db_set("phone", phone) lead.db_set("mobile_no", mobile_no) + +def copy_comments(doctype, docname, doc): + comments = frappe.db.get_values("Comment", filters={"reference_doctype": doctype, "reference_name": docname, "comment_type": "Comment"}, fieldname="*") + for comment in comments: + comment = frappe.get_doc(comment.update({"doctype":"Comment"})) + comment.name = None + comment.reference_doctype = doc.doctype + comment.reference_name = doc.name + comment.insert() + +def add_link_in_communication(doctype, docname, doc): + communication_list = get_linked_communication_list(doctype, docname) + + for communication in communication_list: + communication_doc = frappe.get_doc("Communication", communication) + communication_doc.add_link(doc.doctype, doc.name, autosave=True) + +def get_linked_communication_list(doctype, docname): + communications = frappe.get_all("Communication", filters={"reference_doctype": doctype, "reference_name": docname}, pluck='name') + communication_links = frappe.get_all('Communication Link', + { + "link_doctype": doctype, + "link_name": docname, + "parent": ("not in", communications) + }, pluck="parent") + + return communications + communication_links diff --git a/erpnext/selling/doctype/quotation/quotation.py b/erpnext/selling/doctype/quotation/quotation.py index c4752aebb5a..daab6fbb8f9 100644 --- a/erpnext/selling/doctype/quotation/quotation.py +++ b/erpnext/selling/doctype/quotation/quotation.py @@ -8,6 +8,7 @@ from frappe.model.mapper import get_mapped_doc from frappe.utils import flt, getdate, nowdate from erpnext.controllers.selling_controller import SellingController +from erpnext.crm.utils import add_link_in_communication, copy_comments form_grid_templates = { "items": "templates/form_grid/item_grid.html" @@ -34,6 +35,16 @@ class Quotation(SellingController): from erpnext.stock.doctype.packed_item.packed_item import make_packing_list make_packing_list(self) + def after_insert(self): + if frappe.db.get_single_value("CRM Settings", "carry_forward_communication_and_comments"): + if self.opportunity: + copy_comments("Opportunity", self.opportunity, self) + add_link_in_communication("Opportunity", self.opportunity, self) + + elif self.quotation_to == "Lead" and self.party_name: + copy_comments("Lead", self.party_name, self) + add_link_in_communication("Lead", self.party_name, self) + def validate_valid_till(self): if self.valid_till and getdate(self.valid_till) < getdate(self.transaction_date): frappe.throw(_("Valid till date cannot be before transaction date"))