Merge pull request #17455 from saurabh6790/multiple_fixes

fix: data pulling based on quotation_to and party_name

erpnext/patches.txt

@@ -595,3 +595,4 @@ erpnext.patches.v11_1.woocommerce_set_creation_user
 erpnext.patches.v11_1.delete_bom_browser
 erpnext.patches.v11_1.set_salary_details_submittable
 erpnext.patches.v11_1.rename_depends_on_lwp
+erpnext.patches.v11_1.set_missing_title_for_quotation

erpnext/patches/v11_1/set_missing_title_for_quotation.py

@@ -0,0 +1,27 @@
+import frappe
+
+def execute():
+	# update customer_name from Customer document if quotation_to is set to Customer
+	frappe.db.sql('''
+		update tabQuotation, tabCustomer
+		set
+			tabQuotation.customer_name = tabCustomer.customer_name,
+			tabQuotation.title = tabCustomer.customer_name
+		where
+			tabQuotation.customer_name is null
+			and tabQuotation.party_name = tabCustomer.name
+			and tabQuotation.quotation_to = 'Customer'
+	''')
+
+	# update customer_name from Lead document if quotation_to is set to Lead
+
+	frappe.db.sql('''
+		update tabQuotation, tabLead
+		set
+			tabQuotation.customer_name =  case when ifnull(tabLead.company_name, '') != '' then tabLead.company_name else tabLead.lead_name end,
+			tabQuotation.title = case when ifnull(tabLead.company_name, '') != '' then tabLead.company_name else tabLead.lead_name end
+		where
+			tabQuotation.customer_name is null
+			and tabQuotation.party_name = tabLead.name
+			and tabQuotation.quotation_to = 'Lead'
+	''')

erpnext/public/js/utils/party.js

@@ -103,7 +103,7 @@ erpnext.utils.get_address_display = function(frm, address_field, display_field,
 erpnext.utils.set_taxes = function(frm, address_field, display_field, is_your_company_address) {
 	if(frappe.meta.get_docfield(frm.doc.doctype, "taxes") && !is_your_company_address) {
 		if(!erpnext.utils.validate_mandatory(frm, "Lead/Customer/Supplier",
-			frm.doc.customer || frm.doc.supplier || frm.doc.lead, address_field)) {
+			frm.doc.customer || frm.doc.supplier || frm.doc.lead || frm.doc.party_name , address_field)) {
 			return;
 		}
 
@@ -125,6 +125,9 @@ erpnext.utils.set_taxes = function(frm, address_field, display_field, is_your_co
 	} else if (frm.doc.supplier) {
 		party_type = 'Supplier';
 		party = frm.doc.supplier;
+	} else if (frm.doc.quotation_to){
+		party_type = frm.doc.quotation_to;
+		party = frm.doc.party_name;
 	}
 
 	frappe.call({

erpnext/selling/doctype/quotation/quotation.js

@@ -127,14 +127,24 @@ erpnext.selling.QuotationController = erpnext.selling.SellingController.extend({
 
 		// to overwrite the customer_filter trigger from queries.js
 		this.frm.toggle_reqd("party_name", this.frm.doc.quotation_to);
-		this.frm.set_query('customer_address', erpnext.queries.address_query);
+		this.frm.set_query('customer_address', this.address_query);
-		this.frm.set_query('shipping_address_name', erpnext.queries.address_query);
+		this.frm.set_query('shipping_address_name', this.address_query);
 	},
 
 	tc_name: function() {
 		this.get_terms();
 	},
 
+	address_query: function(doc) {
+		return {
+			query: 'frappe.contacts.doctype.address.address.address_query',
+			filters: {
+				link_doctype: frappe.dynamic_link.doctype,
+				link_name: doc.party_name
+			}
+		};
+	},
+
 	validate_company_and_party: function(party_field) {
 		if(!this.frm.doc.quotation_to) {
 			frappe.msgprint(__("Please select a value for {0} quotation_to {1}", [this.frm.doc.doctype, this.frm.doc.name]));

erpnext/selling/doctype/quotation/quotation.json

@@ -195,7 +195,7 @@
    "bold": 1, 
    "collapsible": 0, 
    "columns": 0, 
-   "fetch_from": "customer.customer_name", 
+   "fetch_from": "", 
    "fetch_if_empty": 0, 
    "fieldname": "customer_name", 
    "fieldtype": "Data", 
@@ -441,7 +441,7 @@
    "collapsible": 1, 
    "collapsible_depends_on": "", 
    "columns": 0, 
-   "depends_on": "eval:(doc.customer || doc.lead)", 
+   "depends_on": "eval:doc.party_name", 
    "fetch_if_empty": 0, 
    "fieldname": "contact_section", 
    "fieldtype": "Section Break", 
@@ -542,7 +542,7 @@
    "bold": 0, 
    "collapsible": 0, 
    "columns": 0, 
-   "depends_on": "eval:doc.customer", 
+   "depends_on": "eval:doc.quotaion_to=='Customer' && doc.party_name", 
    "fetch_if_empty": 0, 
    "fieldname": "contact_person", 
    "fieldtype": "Link", 
@@ -3224,7 +3224,7 @@
  "istable": 0, 
  "max_attachments": 1, 
  "menu_index": 0, 
- "modified": "2019-04-25 15:26:21.983298", 
+ "modified": "2019-05-02 15:16:37.394455", 
  "modified_by": "Administrator", 
  "module": "Selling", 
  "name": "Quotation", 

erpnext/selling/doctype/quotation/quotation.py

@@ -29,6 +29,7 @@ class Quotation(SellingController):
 		self.validate_order_type()
 		self.validate_uom_is_integer("stock_uom", "qty")
 		self.validate_valid_till()
+		self.set_customer_name()
 		if self.items:
 			self.with_items = 1
 
@@ -46,6 +47,13 @@ class Quotation(SellingController):
 		if self.quotation_to == "Lead" and self.party_name:
 			frappe.get_doc("Lead", self.party_name).set_status(update=True)
 
+	def set_customer_name(self):
+		if self.party_name and self.quotation_to == 'Customer':
+			self.customer_name = frappe.db.get_value("Customer", self.party_name, "customer_name")
+		elif self.party_name and self.quotation_to == 'Lead':
+			lead_name, company_name = frappe.db.get_value("Lead", self.party_name, ["lead_name", "company_name"])
+			self.customer_name = company_name or lead_name
+
 	def update_opportunity(self):
 		for opportunity in list(set([d.prevdoc_docname for d in self.get("items")])):
 			if opportunity: