[crm] Updated status and workflow for Lead > Opportunity > Quotation > Sales Order

patches/october_2013/p02_set_communication_status.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2013, Web Notes Technologies Pvt. Ltd.
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import webnotes
+
+def execute():
+	webnotes.conn.sql("""update tabCommunication 
+		set sent_or_received= if(ifnull(recipients, '')='', "Received", "Sent")""")

patches/october_2013/p03_crm_update_status.py

@@ -0,0 +1,32 @@
+# Copyright (c) 2013, Web Notes Technologies Pvt. Ltd.
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import webnotes
+
+# reason field
+
+def execute():
+	change_map = {
+		"Lead": [
+			["Lead Lost", "Lead"],
+			["Not interested", "Do Not Contact"],
+			["Opportunity Made", "Opportunity"],
+			["Contacted", "Replied"],
+			["Attempted to Contact", "Replied"],
+			["Contact in Future", "Interested"],
+		],
+		"Opportunity": [
+			["Quotation Sent", "Quotation"],
+			["Order Confirmed", "Quotation"],
+			["Opportunity Lost", "Lost"],
+		],
+		"Quotation": [
+			["Order Confirmed", "Ordered"],
+			["Order Lost", "Lost"]
+		],
+		"Support Ticket": [
+			["Waiting for Customer", "Replied"],
+			["To Reply", "Open"],
+		]
+	}	

patches/patch_list.py

@@ -221,4 +221,6 @@ patch_list = [
 	"patches.september_2013.p05_fix_customer_in_pos",
 	"patches.october_2013.fix_is_cancelled_in_sle",
 	"patches.october_2013.p01_update_delivery_note_prevdocs",
+	"patches.october_2013.p02_set_communication_status",
+	"patches.october_2013.p03_crm_update_status",
 ]