diff --git a/erpnext/controllers/accounts_controller.py b/erpnext/controllers/accounts_controller.py index 48c1bb967a4..f15d6c85638 100644 --- a/erpnext/controllers/accounts_controller.py +++ b/erpnext/controllers/accounts_controller.py @@ -237,6 +237,10 @@ class AccountsController(TransactionBase): document_type = "{} Item".format(self.doctype) parent_dict.update({"document_type": document_type}) + # party_name field used for customer in opportunity and quotation + if not parent_dict.get("customer") and parent_dict.get("party_name"): + parent_dict.update({"customer": parent_dict.get("party_name")}) + for item in self.get("items"): if item.get("item_code"): args = parent_dict.copy() diff --git a/erpnext/crm/report/prospects_engaged_but_not_converted/prospects_engaged_but_not_converted.py b/erpnext/crm/report/prospects_engaged_but_not_converted/prospects_engaged_but_not_converted.py index 36a4ad64ca3..b538a581891 100644 --- a/erpnext/crm/report/prospects_engaged_but_not_converted/prospects_engaged_but_not_converted.py +++ b/erpnext/crm/report/prospects_engaged_but_not_converted/prospects_engaged_but_not_converted.py @@ -35,14 +35,14 @@ def get_data(filters): for lead in frappe.get_all('Lead', fields = ['name', 'lead_name', 'company_name'], filters=lead_filters): data = frappe.db.sql(""" - select - `tabCommunication`.reference_doctype, `tabCommunication`.reference_name, + select + `tabCommunication`.reference_doctype, `tabCommunication`.reference_name, `tabCommunication`.content, `tabCommunication`.communication_date - from + from ( - (select name, lead from `tabOpportunity` where lead = %(lead)s) - union - (select name, lead from `tabQuotation` where lead = %(lead)s) + (select name, party_name as lead from `tabOpportunity` where opportunity_from='Lead' and party_name = %(lead)s) + union + (select name, party_name as lead from `tabQuotation` where quotation_to = 'Lead' and party_name = %(lead)s) union (select name, lead from `tabIssue` where lead = %(lead)s and status!='Closed') union