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https://github.com/frappe/erpnext.git
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refactor(opportunity): move mapping functions to mapper.py
This commit is contained in:
Nabin Hait
152
erpnext/crm/doctype/opportunity/mapper.py
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152
erpnext/crm/doctype/opportunity/mapper.py
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@@ -0,0 +1,152 @@
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# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
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# License: GNU General Public License v3. See license.txt
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import frappe
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from frappe import _
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from frappe.email.inbox import link_communication_to_document
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from frappe.model.document import Document
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from frappe.model.mapper import get_mapped_doc
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from erpnext.setup.utils import get_exchange_rate
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@frappe.whitelist()
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def make_quotation(source_name: str, target_doc: str | Document | None = None):
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def set_missing_values(source, target):
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from erpnext.controllers.accounts_controller import get_default_taxes_and_charges
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quotation = frappe.get_doc(target)
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company_currency = frappe.get_cached_value("Company", quotation.company, "default_currency")
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if company_currency == quotation.currency:
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exchange_rate = 1
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else:
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exchange_rate = get_exchange_rate(
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quotation.currency, company_currency, quotation.transaction_date, args="for_selling"
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)
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quotation.conversion_rate = exchange_rate
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# get default taxes
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taxes = get_default_taxes_and_charges("Sales Taxes and Charges Template", company=quotation.company)
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if taxes.get("taxes"):
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quotation.update(taxes)
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quotation.run_method("set_missing_values")
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quotation.run_method("calculate_taxes_and_totals")
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if not source.get("items", []):
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quotation.opportunity = source.name
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doclist = get_mapped_doc(
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"Opportunity",
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source_name,
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{
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"Opportunity": {
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"doctype": "Quotation",
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"field_map": {"opportunity_from": "quotation_to", "name": "enq_no"},
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},
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"Opportunity Item": {
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"doctype": "Quotation Item",
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"field_map": {
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"parent": "prevdoc_docname",
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"parenttype": "prevdoc_doctype",
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"uom": "stock_uom",
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},
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"add_if_empty": True,
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},
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},
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target_doc,
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set_missing_values,
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)
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return doclist
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@frappe.whitelist()
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def make_request_for_quotation(source_name: str, target_doc: str | Document | None = None):
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def update_item(obj, target, source_parent):
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target.conversion_factor = 1.0
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doclist = get_mapped_doc(
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"Opportunity",
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source_name,
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{
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"Opportunity": {"doctype": "Request for Quotation"},
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"Opportunity Item": {
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"doctype": "Request for Quotation Item",
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"field_map": [["name", "opportunity_item"], ["parent", "opportunity"], ["uom", "uom"]],
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"postprocess": update_item,
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},
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},
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target_doc,
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)
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return doclist
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@frappe.whitelist()
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def make_customer(source_name: str, target_doc: str | Document | None = None):
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def set_missing_values(source, target):
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target.opportunity_name = source.name
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if source.opportunity_from == "Lead":
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target.lead_name = source.party_name
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doclist = get_mapped_doc(
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"Opportunity",
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source_name,
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{
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"Opportunity": {
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"doctype": "Customer",
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"field_map": {"currency": "default_currency", "customer_name": "customer_name"},
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}
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},
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target_doc,
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set_missing_values,
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)
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return doclist
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@frappe.whitelist()
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def make_supplier_quotation(source_name: str, target_doc: str | Document | None = None):
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doclist = get_mapped_doc(
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"Opportunity",
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source_name,
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{
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"Opportunity": {"doctype": "Supplier Quotation", "field_map": {"name": "opportunity"}},
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"Opportunity Item": {"doctype": "Supplier Quotation Item", "field_map": {"uom": "stock_uom"}},
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},
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target_doc,
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)
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return doclist
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@frappe.whitelist()
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def make_opportunity_from_communication(
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communication: str, company: str, ignore_communication_links: bool = False
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):
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from erpnext.crm.doctype.lead.lead import make_lead_from_communication
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doc = frappe.get_doc("Communication", communication)
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lead = doc.reference_name if doc.reference_doctype == "Lead" else None
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if not lead:
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lead = make_lead_from_communication(communication, ignore_communication_links=True)
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opportunity_from = "Lead"
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opportunity = frappe.get_doc(
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{
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"doctype": "Opportunity",
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"company": company,
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"opportunity_from": opportunity_from,
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"party_name": lead,
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}
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).insert(ignore_permissions=True)
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link_communication_to_document(doc, "Opportunity", opportunity.name, ignore_communication_links)
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return opportunity.name
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@@ -7,9 +7,7 @@ import json
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import frappe
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from frappe import _
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from frappe.contacts.address_and_contact import load_address_and_contact
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from frappe.email.inbox import link_communication_to_document
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from frappe.model.document import Document
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from frappe.model.mapper import get_mapped_doc
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from frappe.query_builder import DocType, Interval
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from frappe.query_builder.functions import Now
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from frappe.utils import flt, get_fullname
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@@ -24,6 +22,14 @@ from erpnext.crm.utils import (
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from erpnext.setup.utils import get_exchange_rate
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from erpnext.utilities.transaction_base import TransactionBase
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from .mapper import (
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make_customer,
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make_opportunity_from_communication,
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make_quotation,
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make_request_for_quotation,
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make_supplier_quotation,
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)
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class Opportunity(TransactionBase, CRMNote):
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# begin: auto-generated types
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@@ -389,120 +395,6 @@ def get_item_details(item_code: str):
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}
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@frappe.whitelist()
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def make_quotation(source_name: str, target_doc: str | Document | None = None):
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def set_missing_values(source, target):
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from erpnext.controllers.accounts_controller import get_default_taxes_and_charges
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quotation = frappe.get_doc(target)
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company_currency = frappe.get_cached_value("Company", quotation.company, "default_currency")
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if company_currency == quotation.currency:
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exchange_rate = 1
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else:
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exchange_rate = get_exchange_rate(
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quotation.currency, company_currency, quotation.transaction_date, args="for_selling"
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)
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quotation.conversion_rate = exchange_rate
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# get default taxes
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taxes = get_default_taxes_and_charges("Sales Taxes and Charges Template", company=quotation.company)
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if taxes.get("taxes"):
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quotation.update(taxes)
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quotation.run_method("set_missing_values")
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quotation.run_method("calculate_taxes_and_totals")
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if not source.get("items", []):
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quotation.opportunity = source.name
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doclist = get_mapped_doc(
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"Opportunity",
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source_name,
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{
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"Opportunity": {
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"doctype": "Quotation",
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"field_map": {"opportunity_from": "quotation_to", "name": "enq_no"},
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},
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"Opportunity Item": {
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"doctype": "Quotation Item",
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"field_map": {
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"parent": "prevdoc_docname",
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"parenttype": "prevdoc_doctype",
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"uom": "stock_uom",
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},
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"add_if_empty": True,
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},
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},
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target_doc,
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set_missing_values,
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)
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return doclist
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@frappe.whitelist()
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def make_request_for_quotation(source_name: str, target_doc: str | Document | None = None):
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def update_item(obj, target, source_parent):
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target.conversion_factor = 1.0
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doclist = get_mapped_doc(
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"Opportunity",
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source_name,
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{
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"Opportunity": {"doctype": "Request for Quotation"},
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"Opportunity Item": {
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"doctype": "Request for Quotation Item",
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"field_map": [["name", "opportunity_item"], ["parent", "opportunity"], ["uom", "uom"]],
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"postprocess": update_item,
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},
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},
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target_doc,
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)
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return doclist
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@frappe.whitelist()
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def make_customer(source_name: str, target_doc: str | Document | None = None):
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def set_missing_values(source, target):
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target.opportunity_name = source.name
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if source.opportunity_from == "Lead":
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target.lead_name = source.party_name
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doclist = get_mapped_doc(
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"Opportunity",
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source_name,
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{
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"Opportunity": {
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"doctype": "Customer",
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"field_map": {"currency": "default_currency", "customer_name": "customer_name"},
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}
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},
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target_doc,
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set_missing_values,
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)
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return doclist
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@frappe.whitelist()
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def make_supplier_quotation(source_name: str, target_doc: str | Document | None = None):
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doclist = get_mapped_doc(
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"Opportunity",
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source_name,
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{
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"Opportunity": {"doctype": "Supplier Quotation", "field_map": {"name": "opportunity"}},
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"Opportunity Item": {"doctype": "Supplier Quotation Item", "field_map": {"uom": "stock_uom"}},
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},
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target_doc,
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)
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return doclist
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@frappe.whitelist()
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def set_multiple_status(names: str | list[str], status: str):
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names = json.loads(names)
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@@ -531,31 +423,3 @@ def auto_close_opportunity():
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doc.flags.ignore_permissions = True
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doc.flags.ignore_mandatory = True
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doc.save()
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@frappe.whitelist()
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def make_opportunity_from_communication(
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communication: str, company: str, ignore_communication_links: bool = False
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):
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from erpnext.crm.doctype.lead.lead import make_lead_from_communication
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doc = frappe.get_doc("Communication", communication)
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lead = doc.reference_name if doc.reference_doctype == "Lead" else None
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if not lead:
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lead = make_lead_from_communication(communication, ignore_communication_links=True)
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opportunity_from = "Lead"
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opportunity = frappe.get_doc(
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{
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"doctype": "Opportunity",
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"company": company,
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"opportunity_from": opportunity_from,
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"party_name": lead,
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}
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).insert(ignore_permissions=True)
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link_communication_to_document(doc, "Opportunity", opportunity.name, ignore_communication_links)
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return opportunity.name
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