refactored communication and added to Lead / Contact

This commit is contained in:
Rushabh Mehta
2012-11-27 18:41:35 +05:30
parent c4e7b6800a
commit 80127bfb6a
14 changed files with 308 additions and 251 deletions

View File

@@ -17,9 +17,7 @@
// Module CRM
wn.require("public/app/js/communication.js");
wn.require('app/utilities/doctype/sms_control/sms_control.js');
wn.require('app/support/doctype/communication/communication.js');
cur_frm.cscript.onload = function(doc, cdt, cdn) {
if(user =='Guest'){
@@ -70,9 +68,11 @@ cur_frm.cscript.refresh = function(doc, cdt, cdn) {
cur_frm.cscript.refresh_custom_buttons(doc);
erpnext.hide_naming_series();
new erpnext.CommunicationView({
cur_frm.communication_view = new erpnext.CommunicationView({
list: wn.model.get("Communication", {"lead": doc.name}),
parent: cur_frm.fields_dict.communication_html.wrapper
parent: cur_frm.fields_dict.communication_html.wrapper,
doc: doc,
email: doc.email_id
})
}

View File

@@ -24,8 +24,6 @@ from webnotes import session, msgprint
sql = webnotes.conn.sql
# -----------------------------------------------------------------------------------------
from utilities.transaction_base import TransactionBase
class DocType(TransactionBase):

View File

@@ -4,7 +4,7 @@
"docstatus": 0,
"creation": "2012-11-02 17:16:46",
"modified_by": "Administrator",
"modified": "2012-11-26 18:13:22"
"modified": "2012-11-27 18:27:47"
},
{
"autoname": "naming_series:",
@@ -36,23 +36,6 @@
"name": "Lead",
"doctype": "DocType"
},
{
"oldfieldtype": "Section Break",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Basic Info",
"fieldname": "basic_info",
"fieldtype": "Section Break",
"permlevel": 0
},
{
"oldfieldtype": "Column Break",
"doctype": "DocField",
"width": "50%",
"fieldname": "column_break0",
"fieldtype": "Column Break",
"permlevel": 0
},
{
"description": "To manage multiple series please go to Setup > Manage Series",
"no_copy": 1,
@@ -93,19 +76,27 @@
"permlevel": 0
},
{
"description": "Name of organization from where lead has come",
"oldfieldtype": "Data",
"doctype": "DocField",
"fieldname": "cb6",
"fieldtype": "Column Break",
"permlevel": 0
},
{
"permlevel": 0,
"no_copy": 1,
"oldfieldtype": "Select",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Company Name",
"oldfieldname": "company_name",
"label": "Status",
"oldfieldname": "status",
"default": "Open",
"trigger": "Client",
"fieldname": "company_name",
"fieldtype": "Data",
"search_index": 0,
"reqd": 0,
"in_filter": 1,
"permlevel": 0
"fieldname": "status",
"fieldtype": "Select",
"search_index": 1,
"reqd": 1,
"options": "\nOpen\nAttempted to Contact\nContact in Future\nContacted\nInterested\nNot interested\nLead Lost\nConverted",
"in_filter": 1
},
{
"description": "Source of the lead. If via a campaign, select \"Campaign\"",
@@ -124,6 +115,45 @@
"in_filter": 1,
"options": "\nAdvertisement\nBlog\nCampaign\nCall\nCustomer\nExhibition\nSupplier\nWebsite\nEmail"
},
{
"doctype": "DocField",
"fieldname": "communication_history",
"fieldtype": "Section Break",
"permlevel": 0
},
{
"allow_on_submit": 0,
"oldfieldtype": "Table",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Communication HTML",
"oldfieldname": "follow_up",
"fieldname": "communication_html",
"fieldtype": "HTML",
"permlevel": 0
},
{
"doctype": "DocField",
"label": "Lead Details",
"fieldname": "sb8",
"fieldtype": "Section Break",
"permlevel": 0
},
{
"description": "Name of organization from where lead has come",
"oldfieldtype": "Data",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Company Name",
"oldfieldname": "company_name",
"trigger": "Client",
"fieldname": "company_name",
"fieldtype": "Data",
"search_index": 0,
"reqd": 0,
"in_filter": 1,
"permlevel": 0
},
{
"description": "Source of th",
"oldfieldtype": "Link",
@@ -159,23 +189,6 @@
"fieldtype": "Column Break",
"permlevel": 0
},
{
"permlevel": 0,
"no_copy": 1,
"oldfieldtype": "Select",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Status",
"oldfieldname": "status",
"default": "Open",
"trigger": "Client",
"fieldname": "status",
"fieldtype": "Select",
"search_index": 1,
"reqd": 1,
"options": "\nOpen\nAttempted to Contact\nContact in Future\nContacted\nInterested\nNot interested\nLead Lost\nConverted",
"in_filter": 1
},
{
"oldfieldtype": "Select",
"colour": "White:FFF",
@@ -198,23 +211,6 @@
"fieldtype": "Small Text",
"permlevel": 0
},
{
"doctype": "DocField",
"fieldname": "communication_history",
"fieldtype": "Section Break",
"permlevel": 0
},
{
"oldfieldtype": "Table",
"colour": "White:FFF",
"allow_on_submit": 0,
"doctype": "DocField",
"label": "Communication HTML",
"oldfieldname": "follow_up",
"fieldname": "communication_html",
"fieldtype": "HTML",
"permlevel": 0
},
{
"oldfieldtype": "Column Break",
"doctype": "DocField",