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fix(customer): link contact and addresses if created from lead/opportunity/prospect

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(cherry picked from commit 310099f4cd)
This commit is contained in:
diptanilsaha
2025-11-21 06:18:43 +05:30
committed by Mergify
parent 532031c21d
commit b1d40de87e
1 changed files with 14 additions and 6 deletions
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20
erpnext/selling/doctype/customer/customer.py
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@@ -232,7 +232,7 @@ class Customer(TransactionBase):
self.update_lead_status()
if self.flags.is_new_doc:
self.link_lead_address_and_contact()
self.link_address_and_contact()
self.copy_communication()
self.update_customer_groups()
@@ -272,15 +272,23 @@ class Customer(TransactionBase):
if self.lead_name:
frappe.db.set_value("Lead", self.lead_name, "status", "Converted")
def link_lead_address_and_contact(self):
if self.lead_name:
# assign lead address and contact to customer (if already not set)
def link_address_and_contact(self):
linked_documents = {
"Lead": self.lead_name,
"Opportunity": self.opportunity_name,
"Prospect": self.prospect_name,
}
for doctype, docname in linked_documents.items():
# assign lead, opportunity and prospect address and contact to customer (if already not set)
if not docname:
continue
linked_contacts_and_addresses = frappe.get_all(
"Dynamic Link",
filters=[
["parenttype", "in", ["Contact", "Address"]],
["link_doctype", "=", "Lead"],
["link_name", "=", self.lead_name],
["link_doctype", "=", doctype],
["link_name", "=", docname],
],
fields=["parent as name", "parenttype as doctype"],
)