mirror of
https://github.com/frappe/erpnext.git
synced 2026-05-05 22:48:27 +00:00
[lead] [address] store lead address in Address doctype, with link field=lead
This commit is contained in:
Anand Doshi
@@ -14,78 +14,79 @@
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// You should have received a copy of the GNU General Public License
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// along with this program. If not, see <http://www.gnu.org/licenses/>.
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// Module CRM
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wn.require('app/utilities/doctype/sms_control/sms_control.js');
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wn.require('app/setup/doctype/contact_control/contact_control.js');
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cur_frm.cscript.onload = function(doc, cdt, cdn) {
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if(user =='Guest'){
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hide_field(['status', 'naming_series', 'order_lost_reason',
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'customer', 'rating', 'fax', 'website', 'territory',
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'address_line1', 'address_line2', 'city', 'state',
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'country', 'pincode', 'address', 'lead_owner', 'market_segment',
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'industry', 'campaign_name', 'interested_in', 'company',
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'fiscal_year', 'contact_by', 'contact_date', 'last_contact_date',
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'contact_date_ref', 'to_discuss', 'more_info', 'follow_up',
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'communication_history', 'cc_to', 'subject', 'message', 'lead_attachment_detail',
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'Create Customer', 'Create Opportunity', 'transaction_date', 'type', 'source']);
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doc.source = 'Website';
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}
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if(!doc.status) set_multiple(dt,dn,{status:'Open'});
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if (!doc.date){
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doc.date = date.obj_to_str(new Date());
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}
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// set naming series
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if(user=='Guest') doc.naming_series = 'WebLead';
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wn.provide("erpnext");
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erpnext.LeadController = wn.ui.form.Controller.extend({
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setup: function() {
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this.frm.fields_dict.customer.get_query = erpnext.utils.customer_query;
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},
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cur_frm.add_fetch('customer', 'customer_name', 'company_name');
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if(cur_frm.fields_dict.lead_owner.df.options.match(/^Profile/)) {
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cur_frm.fields_dict.lead_owner.get_query = erpnext.utils.profile_query;
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}
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if(cur_frm.fields_dict.contact_by.df.options.match(/^Profile/)) {
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cur_frm.fields_dict.contact_by.get_query = erpnext.utils.profile_query;
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}
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if(in_list(user_roles,'System Manager')) {
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cur_frm.footer.help_area.innerHTML = '<hr>\
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<p><a href="#Form/Sales Email Settings">Sales Email Settings</a><br>\
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<span class="help">Automatically extract Leads from a mail box e.g. "sales@example.com"</span></p>';
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}
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}
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cur_frm.cscript.refresh_custom_buttons = function(doc) {
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cur_frm.clear_custom_buttons();
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if(!doc.__islocal && !in_list(['Converted', 'Lead Lost'], doc.status)) {
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if (doc.source != 'Existing Customer') {
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cur_frm.add_custom_button('Create Customer',
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cur_frm.cscript['Create Customer']);
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onload: function() {
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if(cur_frm.fields_dict.lead_owner.df.options.match(/^Profile/)) {
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cur_frm.fields_dict.lead_owner.get_query = erpnext.utils.profile_query;
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}
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cur_frm.add_custom_button('Create Opportunity',
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cur_frm.cscript['Create Opportunity']);
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cur_frm.add_custom_button('Send SMS', cur_frm.cscript.send_sms);
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if(cur_frm.fields_dict.contact_by.df.options.match(/^Profile/)) {
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cur_frm.fields_dict.contact_by.get_query = erpnext.utils.profile_query;
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}
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if(in_list(user_roles,'System Manager')) {
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cur_frm.footer.help_area.innerHTML = '<hr>\
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<p><a href="#Form/Sales Email Settings">Sales Email Settings</a><br>\
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<span class="help">Automatically extract Leads from a mail box e.g. "sales@example.com"</span></p>';
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}
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},
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refresh: function() {
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erpnext.hide_naming_series();
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this.frm.clear_custom_buttons();
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this.frm.__is_customer = this.frm.__is_customer || this.frm.doc.__is_customer;
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if(!this.frm.doc.__islocal && !this.frm.__is_customer) {
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this.frm.add_custom_button("Create Customer", this.frm.cscript['Create Customer']);
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this.frm.add_custom_button("Create Opportunity", this.frm.cscript['Create Opportunity']);
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this.frm.add_custom_button("Send SMS", this.frm.cscript.send_sms);
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}
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cur_frm.communication_view = new wn.views.CommunicationList({
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list: wn.model.get("Communication", {"lead": this.frm.doc.name}),
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parent: this.frm.fields_dict.communication_html.wrapper,
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doc: this.frm.doc,
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recipients: this.frm.doc.email_id
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});
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if(!this.frm.doc.__islocal) {
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this.make_address_list();
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}
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},
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make_address_list: function() {
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var me = this;
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if(!this.frm.address_list) {
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this.frm.address_list = new wn.ui.Listing({
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parent: this.frm.fields_dict['address_html'].wrapper,
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page_length: 5,
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new_doctype: "Address",
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get_query: function() {
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return 'select name, address_type, address_line1, address_line2, \
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city, state, country, pincode, fax, email_id, phone, \
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is_primary_address, is_shipping_address from tabAddress \
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where lead="'+me.frm.doc.name+'" and docstatus != 2 \
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order by is_primary_address, is_shipping_address desc'
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},
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as_dict: 1,
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no_results_message: 'No addresses created',
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render_row: this.render_address_row,
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});
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// note: render_address_row is defined in contact_control.js
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}
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this.frm.address_list.run();
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}
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}
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});
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cur_frm.cscript.refresh = function(doc, cdt, cdn) {
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cur_frm.cscript.refresh_custom_buttons(doc);
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erpnext.hide_naming_series();
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cur_frm.communication_view = new wn.views.CommunicationList({
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list: wn.model.get("Communication", {"lead": doc.name}),
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parent: cur_frm.fields_dict.communication_html.wrapper,
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doc: doc,
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recipients: doc.email_id
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})
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}
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cur_frm.cscript.status = function(doc, cdt, cdn){
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cur_frm.cscript.refresh(doc, cdt, cdn);
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}
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$.extend(cur_frm.cscript, new erpnext.LeadController({frm: cur_frm}));
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cur_frm.cscript['Create Customer'] = function(){
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var doc = cur_frm.doc;
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@@ -147,11 +148,4 @@ cur_frm.cscript['Create Opportunity'] = function(){
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}
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}
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);
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}
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//get query select Territory
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cur_frm.fields_dict['territory'].get_query = function(doc,cdt,cdn) {
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return 'SELECT `tabTerritory`.`name`,`tabTerritory`.`parent_territory` FROM `tabTerritory` WHERE `tabTerritory`.`is_group` = "No" AND `tabTerritory`.`docstatus`!= 2 AND `tabTerritory`.%(key)s LIKE "%s" ORDER BY `tabTerritory`.`name` ASC LIMIT 50';
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}
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cur_frm.fields_dict.customer.get_query = erpnext.utils.customer_query;
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}
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@@ -38,6 +38,9 @@ class DocType(SellingController):
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def onload(self):
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self.add_communication_list()
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customer = webnotes.conn.get_value("Customer", {"lead_name": self.doc.name})
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if customer:
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self.doc.fields["__is_customer"] = customer
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def on_communication_sent(self, comm):
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webnotes.conn.set(self.doc, 'status', 'Replied')
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@@ -2,7 +2,7 @@
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{
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"creation": "2013-04-10 11:45:37",
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"docstatus": 0,
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"modified": "2013-06-14 16:20:17",
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"modified": "2013-06-28 15:08:26",
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"modified_by": "Administrator",
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"owner": "Administrator"
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},
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@@ -164,9 +164,33 @@
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"doctype": "DocField",
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"fieldname": "contact_info",
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"fieldtype": "Section Break",
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"label": "Contact Info",
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"label": "Address & Contact",
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"oldfieldtype": "Column Break"
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},
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{
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"depends_on": "eval:doc.__islocal",
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"doctype": "DocField",
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"fieldname": "address_desc",
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"fieldtype": "HTML",
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"hidden": 0,
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"label": "Address Desc",
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"options": "<em>Addresses will appear only when you save the lead</em>",
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"print_hide": 1
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},
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{
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"doctype": "DocField",
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"fieldname": "address_html",
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"fieldtype": "HTML",
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"hidden": 0,
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"label": "Address HTML",
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"print_hide": 0,
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"read_only": 1
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},
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{
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"doctype": "DocField",
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"fieldname": "column_break2",
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"fieldtype": "Column Break"
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},
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{
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"doctype": "DocField",
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"fieldname": "remark",
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@@ -219,70 +243,6 @@
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"options": "Territory",
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"print_hide": 1
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},
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{
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"doctype": "DocField",
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"fieldname": "column_break2",
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"fieldtype": "Column Break"
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},
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{
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"doctype": "DocField",
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"fieldname": "address_line1",
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"fieldtype": "Data",
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"label": "Address Line 1",
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"oldfieldname": "address_line1",
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"oldfieldtype": "Data",
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"print_hide": 1,
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"reqd": 0
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},
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{
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"doctype": "DocField",
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"fieldname": "address_line2",
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"fieldtype": "Data",
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"label": "Address Line 2",
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"oldfieldname": "address_line2",
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"oldfieldtype": "Data",
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"print_hide": 1
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},
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{
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"doctype": "DocField",
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"fieldname": "city",
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"fieldtype": "Data",
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"label": "City",
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"oldfieldname": "city",
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"oldfieldtype": "Select",
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"print_hide": 1,
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"reqd": 0
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},
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{
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"doctype": "DocField",
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"fieldname": "country",
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"fieldtype": "Select",
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"label": "Country",
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"oldfieldname": "country",
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"oldfieldtype": "Select",
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"options": "link:Country",
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"print_hide": 1,
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"reqd": 0
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},
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{
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"doctype": "DocField",
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"fieldname": "state",
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"fieldtype": "Data",
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"label": "State",
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"oldfieldname": "state",
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"oldfieldtype": "Select",
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"options": "Suggest",
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"print_hide": 1
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},
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{
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"doctype": "DocField",
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"fieldname": "pincode",
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"fieldtype": "Data",
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"label": "Pin Code",
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"oldfieldname": "pincode",
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"oldfieldtype": "Data",
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"print_hide": 1
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},
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{
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"doctype": "DocField",
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"fieldname": "more_info",
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@@ -2,7 +2,7 @@
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{
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"creation": "2013-05-24 19:29:08",
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"docstatus": 0,
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"modified": "2013-06-27 11:31:49",
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"modified": "2013-06-28 12:47:10",
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"modified_by": "Administrator",
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"owner": "Administrator"
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},
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@@ -690,6 +690,24 @@
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"reqd": 0,
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"search_index": 0
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},
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{
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"doctype": "DocField",
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"fieldname": "shipping_address_name",
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"fieldtype": "Link",
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"hidden": 0,
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"label": "Shipping Address Name",
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"options": "Address",
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"print_hide": 1
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},
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{
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"doctype": "DocField",
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"fieldname": "shipping_address",
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"fieldtype": "Small Text",
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"hidden": 1,
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"label": "Shipping Address",
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"print_hide": 1,
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"read_only": 1
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},
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{
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"depends_on": "customer",
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"doctype": "DocField",
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@@ -27,6 +27,9 @@ wn.require("app/js/transaction.js");
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erpnext.selling.SellingController = erpnext.TransactionController.extend({
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setup: function() {
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this.frm.add_fetch("sales_partner", "commission_rate", "commission_rate");
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if(this.frm.fields_dict.shipping_address_name && this.frm.fields_dict.customer_address)
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this.frm.fields_dict.shipping_address_name.get_query = this.frm.fields_dict['customer_address'].get_query;
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},
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onload: function() {
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@@ -476,6 +479,27 @@ erpnext.selling.SellingController = erpnext.TransactionController.extend({
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});
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},
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shipping_address_name: function () {
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var me = this;
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if(this.frm.doc.shipping_address_name) {
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wn.model.with_doc("Address", this.frm.doc.shipping_address_name, function(name) {
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var address = wn.model.get_doc("Address", name);
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var out = $.map(["address_line1", "address_line2", "city"],
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function(f) { return address[f]; });
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var state_pincode = $.map(["state", "pincode"], function(f) { return address[f]; }).join(" ");
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if(state_pincode) out.push(state_pincode);
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if(address["country"]) out.push(address["country"]);
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out.concat($.map([["Phone:", address["phone"]], ["Fax:", address["fax"]]],
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function(val) { return val[1] ? val.join(" ") : null; }));
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me.frm.set_value("shipping_address", out.join("\n"));
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});
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}
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}
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});
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// to save previous state of cur_frm.cscript
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@@ -79,29 +79,6 @@ cur_frm.cscript.customer_address = cur_frm.cscript.contact_person = function(doc
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if(doc.customer) get_server_fields('get_customer_address', JSON.stringify({customer: doc.customer, address: doc.customer_address, contact: doc.contact_person}),'', doc, dt, dn, 1);
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}
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cur_frm.fields_dict.shipping_address_name.get_query = cur_frm.fields_dict['customer_address'].get_query;
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cur_frm.cscript.shipping_address_name = function() {
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if(cur_frm.doc.shipping_address_name) {
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wn.model.with_doc("Address", cur_frm.doc.shipping_address_name, function(name) {
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var address = wn.model.get_doc("Address", name);
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var out = $.map(["address_line1", "address_line2", "city"],
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function(f) { return address[f]; });
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var state_pincode = $.map(["state", "pincode"], function(f) { return address[f]; }).join(" ");
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if(state_pincode) out.push(state_pincode);
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if(address["country"]) out.push(address["country"]);
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out.concat($.map([["Phone:", address["phone"]], ["Fax:", address["fax"]]],
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function(val) { return val[1] ? val.join(" ") : null; }));
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cur_frm.set_value("shipping_address", out.join("\n"));
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});
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}
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};
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cur_frm.cscript.pull_quotation_details = function(doc,dt,dn) {
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var callback = function(r,rt){
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var doc = locals[cur_frm.doctype][cur_frm.docname];
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