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https://github.com/frappe/erpnext.git
synced 2026-06-03 04:09:11 +00:00
[webshop] shopping cart settings, update price list, taxes and shipping rule on change of address, apply defaults on creation of fresh quotation
This commit is contained in:
Anand Doshi
@@ -23,46 +23,89 @@ from webnotes.model.doc import addchild
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from controllers.status_updater import StatusUpdater
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class TransactionBase(StatusUpdater):
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def get_default_address_and_contact(self, party_type):
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def get_default_address_and_contact(self, party_field, party_name=None):
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"""get a dict of default field values of address and contact for a given party type
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party_type can be one of: customer, supplier"""
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ret = {}
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if not party_name:
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party_name = self.doc.fields.get(party_field)
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# {customer: self.doc.fields.get("customer")}
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args = {party_type: self.doc.fields.get(party_type)}
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return get_default_address_and_contact(party_field, party_name,
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fetch_shipping_address=True if self.meta.get_field("shipping_address_name") else False)
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def get_customer_defaults(self):
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out = self.get_default_address_and_contact("customer")
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customer = webnotes.doc("Customer", self.doc.customer)
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for f in ['customer_name', 'customer_group', 'territory']:
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out[f] = customer.fields.get(f)
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address_text, address_name = self.get_address_text(**args)
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ret.update({
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# customer_address
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(party_type + "_address"): address_name,
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"address_display": address_text
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})
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ret.update(self.get_contact_text(**args))
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return ret
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# fields prepended with default in Customer doctype
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for f in ['sales_partner', 'commission_rate', 'currency', 'price_list']:
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out[f] = customer.fields.get("default_" + f)
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return out
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def set_customer_defaults(self):
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"""
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For a customer:
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1. Sets default address and contact
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2. Sets values like Territory, Customer Group, etc.
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3. Clears existing Sales Team and fetches the one mentioned in Customer
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"""
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customer_defaults = self.get_customer_defaults()
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# hack! TODO - add shipping_address_field in Delivery Note
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if self.doc.doctype == "Delivery Note":
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customer_defaults["customer_address"] = customer_defaults["shipping_address_name"]
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customer_defaults["address_display"] = customer_defaults["shipping_address"]
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customer_defaults["price_list"] = customer_defaults["price_list"] or \
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webnotes.conn.get_value("Customer Group", self.doc.customer_group, "default_price_list") or \
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self.doc.price_list
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self.doc.fields.update(customer_defaults)
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if self.meta.get_field("sales_team"):
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self.set_sales_team_for_customer()
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def set_sales_team_for_customer(self):
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from webnotes.model import default_fields
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# clear table
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self.doclist = self.doc.clear_table(self.doclist, "sales_team")
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sales_team = webnotes.conn.sql("""select * from `tabSales Team`
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where parenttype="Customer" and parent=%s""", self.doc.customer, as_dict=True)
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for i, sales_person in enumerate(sales_team):
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# remove default fields
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for fieldname in default_fields:
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if fieldname in sales_person:
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del sales_person[fieldname]
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sales_person.update({
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"doctype": "Sales Team",
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"parentfield": "sales_team",
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"idx": i+1
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})
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# add child
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self.doclist.append(sales_person)
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# Get Customer Default Primary Address - first load
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def get_default_customer_address(self, args=''):
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address_text, address_name = self.get_address_text(customer=self.doc.customer)
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self.doc.customer_address = address_name or ''
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self.doc.address_display = address_text or ''
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self.doc.fields.update(self.get_contact_text(customer=self.doc.customer))
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if args != 'onload':
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self.get_customer_details(self.doc.customer)
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self.get_sales_person(self.doc.customer)
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def get_lead_defaults(self):
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out = self.get_default_address_and_contact("lead")
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# Get Customer Default Shipping Address - first load
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# -----------------------
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def get_default_customer_shipping_address(self, args=''):
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address_text, address_name = self.get_address_text(customer=self.doc.customer,is_shipping_address=1)
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self.doc.customer_address = address_name or ''
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self.doc.address_display = address_text or ''
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self.doc.fields.update(self.get_contact_text(customer=self.doc.customer))
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if self.doc.doctype != 'Quotation' and args != 'onload':
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self.get_customer_details(self.doc.customer)
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self.get_sales_person(self.doc.customer)
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lead = webnotes.conn.get_value("Lead", self.doc.lead,
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["territory", "company_name", "lead_name"], as_dict=True) or {}
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out["territory"] = lead.get("territory")
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out["customer_name"] = lead.get("company_name") or lead.get("lead_name")
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return out
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def set_lead_defaults(self):
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self.doc.fields.update(self.get_lead_defaults())
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# Get Customer Address
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# -----------------------
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def get_customer_address(self, args):
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@@ -91,13 +134,14 @@ class TransactionBase(StatusUpdater):
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details = webnotes.conn.sql("select name, address_line1, address_line2, city, country, pincode, state, phone, fax from `tabAddress` where %s and docstatus != 2 order by is_shipping_address desc, is_primary_address desc limit 1" % cond, as_dict = 1)
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else:
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details = webnotes.conn.sql("select name, address_line1, address_line2, city, country, pincode, state, phone, fax from `tabAddress` where %s and docstatus != 2 order by is_primary_address desc limit 1" % cond, as_dict = 1)
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extract = lambda x: details and details[0] and details[0].get(x,'') or ''
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address_fields = [('','address_line1'),('\n','address_line2'),('\n','city'),('\n','state'),(' ','pincode'),('\n','country'),('\nPhone: ','phone'),('\nFax: ', 'fax')]
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address_display = ''.join([a[0]+extract(a[1]) for a in address_fields if extract(a[1])])
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if address_display.startswith('\n'): address_display = address_display[1:]
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address_display = ""
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if details:
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address_display = get_address_display(details[0])
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address_name = details and details[0]['name'] or ''
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return address_display, address_name
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# Get Contact Text
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@@ -126,41 +170,13 @@ class TransactionBase(StatusUpdater):
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"contact_department": details and details[0]["department"] or "",
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}
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def get_customer_details(self, name):
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"""
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Get customer details like name, group, territory
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and other such defaults
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"""
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customer_details = webnotes.conn.sql("""\
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select
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customer_name, customer_group, territory,
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default_sales_partner, default_commission_rate, default_currency,
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default_price_list
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from `tabCustomer`
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where name = %s and docstatus < 2""", name, as_dict=1)
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if customer_details:
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for f in ['customer_name', 'customer_group', 'territory']:
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self.doc.fields[f] = customer_details[0][f] or self.doc.fields.get(f)
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# fields prepended with default in Customer doctype
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for f in ['sales_partner', 'commission_rate', 'currency']:
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self.doc.fields[f] = customer_details[0]["default_%s" % f] or self.doc.fields.get(f)
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# optionally fetch default price list from Customer Group
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self.doc.price_list_name = (customer_details[0]['default_price_list']
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or webnotes.conn.get_value('Customer Group', self.doc.customer_group,
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'default_price_list')
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or self.doc.fields.get('price_list_name'))
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# Get Customer Shipping Address
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# -----------------------
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# TODO deprecate this - used only in sales_order.js
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def get_shipping_address(self, name):
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details = webnotes.conn.sql("select name, address_line1, address_line2, city, country, pincode, state, phone from `tabAddress` where customer = '%s' and docstatus != 2 order by is_shipping_address desc, is_primary_address desc limit 1" %(name), as_dict = 1)
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extract = lambda x: details and details[0] and details[0].get(x,'') or ''
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address_fields = [('','address_line1'),('\n','address_line2'),('\n','city'),(' ','pincode'),('\n','state'),('\n','country'),('\nPhone: ','phone')]
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address_display = ''.join([a[0]+extract(a[1]) for a in address_fields if extract(a[1])])
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if address_display.startswith('\n'): address_display = address_display[1:]
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address_display = ""
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if details:
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address_display = get_address_display(details[0])
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ret = {
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'shipping_address_name' : details and details[0]['name'] or '',
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@@ -168,36 +184,6 @@ class TransactionBase(StatusUpdater):
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}
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return ret
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# Get Lead Details
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# -----------------------
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def get_lead_details(self, name):
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details = webnotes.conn.sql("""select name, lead_name, address_line1, address_line2, city, country, state, pincode
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from `tabAddress` where lead=%s""", name, as_dict=True)
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lead = webnotes.conn.get_value("Lead", name,
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["territory", "phone", "mobile_no", "email_id", "company_name", "lead_name"], as_dict=True) or {}
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address_display = ""
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if details:
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details = details[0]
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for separator, fieldname in (('','address_line1'), ('\n','address_line2'), ('\n','city'),
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(' ','pincode'), ('\n','state'), ('\n','country'), ('\nPhone: ', 'phone')):
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if details.get(fieldname):
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address_display += separator + details.get(fieldname)
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if address_display.startswith('\n'):
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address_display = address_display[1:]
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ret = {
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'contact_display' : lead.get('lead_name'),
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'address_display' : address_display,
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'territory' : lead.get('territory'),
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'contact_mobile' : lead.get('mobile_no'),
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'contact_email' : lead.get('email_id'),
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'customer_name' : lead.get('company_name') or lead.get('lead_name')
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}
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return ret
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# Get Supplier Default Primary Address - first load
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# -----------------------
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def get_default_supplier_address(self, args):
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@@ -312,20 +298,112 @@ class TransactionBase(StatusUpdater):
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})
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webnotes.bean(event_doclist).insert()
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def get_default_address_and_contact(party_field, party_name, fetch_shipping_address=False):
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out = {}
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# get addresses
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billing_address = get_address_dict(party_field, party_name)
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if billing_address:
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out[party_field + "_address"] = billing_address["name"]
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out["address_display"] = get_address_display(billing_address)
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else:
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out[party_field + "_address"] = out["address_display"] = None
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if fetch_shipping_address:
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shipping_address = get_address_dict(party_field, party_name, is_shipping_address=True)
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if shipping_address:
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out["shipping_address_name"] = shipping_address["name"]
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out["shipping_address"] = get_address_display(shipping_address)
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else:
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out["shipping_address_name"] = out["shipping_address"] = None
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# get contact
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if party_field == "lead":
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out["customer_address"] = out.get("lead_address")
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out.update(map_lead_fields(party_name))
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else:
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out.update(map_contact_fields(party_field, party_name))
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return out
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def get_address_dict(party_field, party_name, is_shipping_address=None):
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order_by = "is_shipping_address desc, is_primary_address desc, name asc" if \
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is_shipping_address else "is_primary_address desc, name asc"
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address = webnotes.conn.sql("""select * from `tabAddress` where `%s`=%s order by %s
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limit 1""" % (party_field, "%s", order_by), party_name, as_dict=True,
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update={"doctype": "Address"})
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return address[0] if address else None
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def get_address_display(address_dict):
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def _prepare_for_display(a_dict, sequence):
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display = ""
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for separator, fieldname in sequence:
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if a_dict.get(fieldname):
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display += separator + a_dict.get(fieldname)
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return display.strip()
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meta = webnotes.get_doctype("Address")
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address_sequence = (("", "address_line1"), ("\n", "address_line2"), ("\n", "city"),
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("\n", "state"), ("\n" + meta.get_label("pincode") + ": ", "pincode"), ("\n", "country"),
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("\n" + meta.get_label("phone") + ": ", "phone"), ("\n" + meta.get_label("fax") + ": ", "fax"))
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address_display = ""
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for separator, fieldname in address_sequence:
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if address_dict.get(fieldname):
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address_display += separator + address_dict.get(fieldname)
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return address_display
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return _prepare_for_display(address_dict, address_sequence)
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def map_lead_fields(party_name):
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out = {}
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for fieldname in ["contact_display", "contact_email", "contact_mobile", "contact_phone"]:
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out[fieldname] = None
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lead = webnotes.conn.sql("""select * from `tabLead` where name=%s""", party_name, as_dict=True)
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if lead:
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lead = lead[0]
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out.update({
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"contact_display": lead.get("lead_name"),
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"contact_email": lead.get("email_id"),
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"contact_mobile": lead.get("mobile_no"),
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"contact_phone": lead.get("phone"),
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})
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return out
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def map_contact_fields(party_field, party_name):
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out = {}
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for fieldname in ["contact_person", "contact_display", "contact_email",
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"contact_mobile", "contact_phone", "contact_designation", "contact_department"]:
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out[fieldname] = None
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contact = webnotes.conn.sql("""select * from `tabContact` where `%s`=%s
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order by is_primary_contact desc, name asc limit 1""" % (party_field, "%s"),
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(party_name,), as_dict=True)
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if contact:
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contact = contact[0]
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out.update({
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"contact_person": contact.get("name"),
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"contact_display": " ".join(filter(None,
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[contact.get("first_name"), contact.get("last_name")])),
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"contact_email": contact.get("email_id"),
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"contact_mobile": contact.get("mobile_no"),
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"contact_phone": contact.get("phone"),
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"contact_designation": contact.get("designation"),
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"contact_department": contact.get("department")
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})
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return out
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def get_address_territory(address_doc):
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territory = None
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for fieldname in ("city", "state", "country"):
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value = address_doc.fields.get(fieldname)
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if value:
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territory = webnotes.conn.get_value("Territory", value.strip())
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if territory:
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break
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return territory
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def validate_conversion_rate(currency, conversion_rate, conversion_rate_label, company):
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"""common validation for currency and price list currency"""
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