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feat: API for crm integration

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This commit is contained in:
Nabin Hait
2024-09-12 19:38:30 +05:30
parent 4e29654458
commit b7bf9f80f2
3 changed files with 140 additions and 1 deletions
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2
erpnext/selling/doctype/quotation/quotation.js
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@@ -71,7 +71,7 @@ frappe.ui.form.on("Quotation", {
frm.trigger("set_label");
frm.trigger("toggle_reqd_lead_customer");
frm.trigger("set_dynamic_field_label");
frm.set_value("party_name", "");
// frm.set_value("party_name", ""); // removed to set party_name from url for crm integration
frm.set_value("customer_name", "");
},

4
erpnext/selling/doctype/quotation/quotation.py
View File

@@ -220,6 +220,10 @@ class Quotation(SellingController):
"Lead", self.party_name, ["lead_name", "company_name"]
)
self.customer_name = company_name or lead_name
elif self.party_name and self.quotation_to == "Prospect":
self.customer_name = self.party_name
elif self.party_name and self.quotation_to == "CRM Deal":
self.customer_name = frappe.db.get_value("CRM Deal", self.party_name, "organization")
def update_opportunity(self, status):
for opportunity in set(d.prevdoc_docname for d in self.get("items")):