mirror of
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Sourced wnframework-modules from Google Code as erpnext
This commit is contained in:
Pratik Vyas
0
crm/doctype/enquiry/__init__.py
Normal file
0
crm/doctype/enquiry/__init__.py
Normal file
38
crm/doctype/enquiry/enquiry.comp.js
Normal file
38
crm/doctype/enquiry/enquiry.comp.js
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@@ -0,0 +1,38 @@
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$import(SMS Control)
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cur_frm.cscript.refresh=function(doc,cdt,cdn){if(!doc.docstatus){hide_field(['Update Follow up']);hide_field(['email_id1','cc_to','subject','message','Attachment Html','Create New File','enquiry_attachment_detail','Send Email']);}
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else{unhide_field(['Update Follow up']);unhide_field(['email_id1','cc_to','subject','message','Attachment Html','Create New File','enquiry_attachment_detail','Send Email']);}
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cur_frm.clear_custom_buttons();if(doc.docstatus==1){cur_frm.add_custom_button('Create Quotation',cur_frm.cscript['Create Quotation']);cur_frm.add_custom_button('Enquiry Lost',cur_frm.cscript['Declare Enquiry Lost']);cur_frm.add_custom_button('Send SMS',cur_frm.cscript['Send SMS']);}}
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cur_frm.cscript.onload=function(doc,cdt,cdn){if(!doc.enquiry_from)hide_field(['customer','customer_address','contact_person','customer_name','lead','lead_name','address_display','contact_display','contact_mobile','contact_email','territory','customer_group']);if(!doc.status)set_multiple(cdt,cdn,{status:'Draft'});if(!doc.date)doc.transaction_date=date.obj_to_str(new Date());if(!doc.company&&sys_defaults.company)set_multiple(cdt,cdn,{company:sys_defaults.company});if(!doc.fiscal_year&&sys_defaults.fiscal_year)set_multiple(cdt,cdn,{fiscal_year:sys_defaults.fiscal_year});if(doc.enquiry_from){if(doc.enquiry_from=='Customer'){hide_field(['lead','lead_name']);}
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else if(doc.enquiry_from=='Lead'){hide_field(['customer','customer_address','contact_person','customer_name','contact_display','customer_group']);}}
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if(doc.enquiry_from=='Lead'&&doc.lead){cur_frm.cscript.lead(doc,cdt,cdn);}
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cur_frm.cscript.set_fetch();}
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cur_frm.cscript.set_fetch=function(){cur_frm.add_fetch('item_code','item_name','item_name');cur_frm.add_fetch('item_code','stock_uom','uom');cur_frm.add_fetch('item_code','description','description');cur_frm.add_fetch('item_code','item_group','item_group');cur_frm.add_fetch('item_code','brand','brand');}
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cur_frm.cscript.enquiry_from=function(doc,cdt,cdn){cur_frm.cscript.lead_cust_show(doc,cdt,cdn);}
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cur_frm.cscript.lead_cust_show=function(doc,cdt,cdn){if(doc.enquiry_from=='Lead'){unhide_field(['lead']);hide_field(['lead_name','customer','customer_address','contact_person','customer_name','address_display','contact_display','contact_mobile','contact_email','territory','customer_group']);doc.lead=doc.lead_name=doc.customer=doc.customer_address=doc.contact_person=doc.address_display=doc.contact_display=doc.contact_mobile=doc.contact_email=doc.territory=doc.customer_group="";}
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else if(doc.enquiry_from=='Customer'){unhide_field(['customer']);hide_field(['lead','lead_name','address_display','contact_display','contact_mobile','contact_email','territory']);doc.lead=doc.lead_name=doc.customer=doc.customer_address=doc.contact_person=doc.address_display=doc.contact_display=doc.contact_mobile=doc.contact_email=doc.territory=doc.customer_group="";}}
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cur_frm.cscript.customer=function(doc,dt,dn){if(doc.customer)get_server_fields('get_default_customer_address',JSON.stringify({customer:doc.customer}),'',doc,dt,dn,1);if(doc.customer)unhide_field(['customer_name','customer_address','contact_person','address_display','contact_display','contact_mobile','contact_email','territory','customer_group']);}
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cur_frm.cscript.customer_address=cur_frm.cscript.contact_person=function(doc,dt,dn){if(doc.customer)get_server_fields('get_customer_address',JSON.stringify({customer:doc.customer,address:doc.customer_address,contact:doc.contact_person}),'',doc,dt,dn,1);}
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cur_frm.fields_dict.customer_address.on_new=function(dn){locals['Address'][dn].customer=locals[cur_frm.doctype][cur_frm.docname].customer;locals['Address'][dn].customer_name=locals[cur_frm.doctype][cur_frm.docname].customer_name;}
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cur_frm.fields_dict.contact_person.on_new=function(dn){locals['Contact'][dn].customer=locals[cur_frm.doctype][cur_frm.docname].customer;locals['Contact'][dn].customer_name=locals[cur_frm.doctype][cur_frm.docname].customer_name;}
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cur_frm.fields_dict['customer_address'].get_query=function(doc,cdt,cdn){return'SELECT name,address_line1,city FROM tabAddress WHERE customer = "'+doc.customer+'" AND docstatus != 2 AND name LIKE "%s" ORDER BY name ASC LIMIT 50';}
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cur_frm.fields_dict['contact_person'].get_query=function(doc,cdt,cdn){return'SELECT name,CONCAT(first_name," ",ifnull(last_name,"")) As FullName,department,designation FROM tabContact WHERE customer = "'+doc.customer+'" AND docstatus != 2 AND name LIKE "%s" ORDER BY name ASC LIMIT 50';}
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cur_frm.fields_dict['lead'].get_query=function(doc,cdt,cdn){return'SELECT `tabLead`.name, `tabLead`.lead_name FROM `tabLead` WHERE `tabLead`.%(key)s LIKE "%s" ORDER BY `tabLead`.`name` ASC LIMIT 50';}
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cur_frm.cscript.lead=function(doc,cdt,cdn){if(doc.lead)get_server_fields('get_lead_details',doc.lead,'',doc,cdt,cdn,1);if(doc.lead)unhide_field(['lead_name','address_display','contact_mobile','contact_email','territory']);}
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cur_frm.fields_dict['enquiry_details'].grid.get_field('item_code').get_query=function(doc,cdt,cdn){if(doc.enquiry_type=='Maintenance')
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return'SELECT tabItem.name,tabItem.item_name,tabItem.description FROM tabItem WHERE tabItem.is_service_item="Yes" AND (ifnull(`tabItem`.`end_of_life`,"") = "" OR `tabItem`.`end_of_life` > NOW() OR `tabItem`.`end_of_life`="0000-00-00") AND tabItem.%(key)s LIKE "%s" LIMIT 50';else
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return'SELECT tabItem.name,tabItem.item_name,tabItem.description FROM tabItem WHERE tabItem.is_sales_item="Yes" AND (ifnull(`tabItem`.`end_of_life`,"") = "" OR `tabItem`.`end_of_life` > NOW() OR `tabItem`.`end_of_life`="0000-00-00") AND tabItem.%(key)s LIKE "%s" LIMIT 50';}
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cur_frm.cscript.item_code=function(doc,cdt,cdn){var d=locals[cdt][cdn];if(d.item_code){get_server_fields('get_item_details',d.item_code,'enquiry_details',doc,cdt,cdn,1);}}
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cur_frm.cscript['Create New File']=function(doc){var fl=LocalDB.create('File');fl=locals['File'][fl];loaddoc('File',fl.name);}
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cur_frm.cscript['Update Follow up']=function(doc,cdt,cdn){$c_obj(make_doclist(doc.doctype,doc.name),'update_follow_up','',function(r,rt){refresh_field('follow_up');doc.__unsaved=0;cur_frm.refresh_header();});}
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cur_frm.cscript['Create Quotation']=function(){n=createLocal("Quotation");$c('dt_map',args={'docs':compress_doclist([locals["Quotation"][n]]),'from_doctype':'Enquiry','to_doctype':'Quotation','from_docname':cur_frm.docname,'from_to_list':"[['Enquiry', 'Quotation'],['Enquiry Detail','Quotation Detail']]"},function(r,rt){loaddoc("Quotation",n);});}
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cur_frm.cscript['Declare Enquiry Lost']=function(){var e_lost_dialog;set_e_lost_dialog=function(){e_lost_dialog=new Dialog(400,150,'Add Enquiry Lost Reason');e_lost_dialog.make_body([['HTML','Message','<div class="comment">Please add enquiry lost reason</div>'],['Text','Enquiry Lost Reason'],['HTML','Response','<div class = "comment" id="update_enquiry_dialog_response"></div>'],['HTML','Add Reason','<div></div>']]);var add_reason_btn1=$a($i(e_lost_dialog.widgets['Add Reason']),'button','button');add_reason_btn1.innerHTML='Add';add_reason_btn1.onclick=function(){e_lost_dialog.add();}
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var add_reason_btn2=$a($i(e_lost_dialog.widgets['Add Reason']),'button','button');add_reason_btn2.innerHTML='Cancel';$y(add_reason_btn2,{marginLeft:'4px'});add_reason_btn2.onclick=function(){e_lost_dialog.hide();}
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e_lost_dialog.onshow=function(){e_lost_dialog.widgets['Enquiry Lost Reason'].value='';$i('update_enquiry_dialog_response').innerHTML='';}
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e_lost_dialog.add=function(){$i('update_enquiry_dialog_response').innerHTML='Processing...';var arg=strip(e_lost_dialog.widgets['Enquiry Lost Reason'].value);var call_back=function(r,rt){if(r.message=='true'){$i('update_enquiry_dialog_response').innerHTML='Done';e_lost_dialog.hide();}}
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if(arg){$c_obj(make_doclist(cur_frm.doc.doctype,cur_frm.doc.name),'declare_enquiry_lost',arg,call_back);}
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else{msgprint("Please add enquiry lost reason");}}}
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if(!e_lost_dialog){set_e_lost_dialog();}
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e_lost_dialog.show();}
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cur_frm.fields_dict['territory'].get_query=function(doc,cdt,cdn){return'SELECT `tabTerritory`.`name`,`tabTerritory`.`parent_territory` FROM `tabTerritory` WHERE `tabTerritory`.`is_group` = "No" AND `tabTerritory`.`docstatus`!= 2 AND `tabTerritory`.%(key)s LIKE "%s" ORDER BY `tabTerritory`.`name` ASC LIMIT 50';}
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cur_frm.cscript.validate=function(doc,cdt,cdn){}
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334
crm/doctype/enquiry/enquiry.js
Normal file
334
crm/doctype/enquiry/enquiry.js
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@@ -0,0 +1,334 @@
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$import(SMS Control)
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cur_frm.cscript.refresh = function(doc, cdt, cdn){
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//cur_frm.cscript.get_tips(doc, cdt, cdn);
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if(!doc.docstatus){
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hide_field(['Update Follow up']);
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hide_field(['email_id1','cc_to','subject','message','Attachment Html', 'Create New File', 'enquiry_attachment_detail','Send Email']);
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}
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else{
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unhide_field(['Update Follow up']);
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unhide_field(['email_id1','cc_to','subject','message','Attachment Html', 'Create New File', 'enquiry_attachment_detail','Send Email']);
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}
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cur_frm.clear_custom_buttons();
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if(doc.docstatus == 1) {
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cur_frm.add_custom_button('Create Quotation', cur_frm.cscript['Create Quotation']);
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cur_frm.add_custom_button('Enquiry Lost', cur_frm.cscript['Declare Enquiry Lost']);
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cur_frm.add_custom_button('Send SMS', cur_frm.cscript['Send SMS']);
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}
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//cur_frm.cscript.clear_values(doc,cdt,cdn);
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}
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// ONLOAD
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// ===============================================================
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cur_frm.cscript.onload = function(doc, cdt, cdn) {
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if(!doc.enquiry_from) hide_field(['customer', 'customer_address', 'contact_person', 'customer_name','lead', 'lead_name', 'address_display', 'contact_display', 'contact_mobile', 'contact_email', 'territory', 'customer_group']);
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if(!doc.status) set_multiple(cdt,cdn,{status:'Draft'});
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if(!doc.date) doc.transaction_date = date.obj_to_str(new Date());
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if(!doc.company && sys_defaults.company) set_multiple(cdt,cdn,{company:sys_defaults.company});
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if(!doc.fiscal_year && sys_defaults.fiscal_year) set_multiple(cdt,cdn,{fiscal_year:sys_defaults.fiscal_year});
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if(doc.enquiry_from) {
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if(doc.enquiry_from == 'Customer') {
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hide_field(['lead', 'lead_name']);
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}
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else if (doc.enquiry_from == 'Lead') {
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hide_field(['customer', 'customer_address', 'contact_person', 'customer_name', 'contact_display', 'customer_group']);
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}
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}
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if(doc.enquiry_from == 'Lead' && doc.lead) {
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cur_frm.cscript.lead(doc,cdt,cdn);
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}
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// setup fetch
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cur_frm.cscript.set_fetch();
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}
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// fetch
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// ===============================================================
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cur_frm.cscript.set_fetch = function() {
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// item
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cur_frm.add_fetch('item_code', 'item_name', 'item_name');
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cur_frm.add_fetch('item_code', 'stock_uom', 'uom');
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cur_frm.add_fetch('item_code', 'description', 'description');
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cur_frm.add_fetch('item_code', 'item_group', 'item_group');
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cur_frm.add_fetch('item_code', 'brand', 'brand');
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// customer
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}
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// hide - unhide fields on basis of enquiry_from lead or customer
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cur_frm.cscript.enquiry_from = function(doc,cdt,cdn){
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cur_frm.cscript.lead_cust_show(doc,cdt,cdn);
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}
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// hide - unhide fields based on lead or customer
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cur_frm.cscript.lead_cust_show = function(doc,cdt,cdn){
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if(doc.enquiry_from == 'Lead'){
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unhide_field(['lead']);
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hide_field(['lead_name','customer','customer_address','contact_person','customer_name','address_display','contact_display','contact_mobile','contact_email','territory','customer_group']);
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doc.lead = doc.lead_name = doc.customer = doc.customer_address = doc.contact_person = doc.address_display = doc.contact_display = doc.contact_mobile = doc.contact_email = doc.territory = doc.customer_group = "";
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}
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else if(doc.enquiry_from == 'Customer'){
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unhide_field(['customer']);
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hide_field(['lead','lead_name','address_display','contact_display','contact_mobile','contact_email','territory']);
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doc.lead = doc.lead_name = doc.customer = doc.customer_address = doc.contact_person = doc.address_display = doc.contact_display = doc.contact_mobile = doc.contact_email = doc.territory = doc.customer_group = "";
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}
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}
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// customer
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cur_frm.cscript.customer = function(doc,dt,dn) {
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if(doc.customer) get_server_fields('get_default_customer_address', JSON.stringify({customer: doc.customer}),'', doc, dt, dn, 1);
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if(doc.customer) unhide_field(['customer_name','customer_address','contact_person','address_display','contact_display','contact_mobile','contact_email','territory','customer_group']);
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}
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cur_frm.cscript.customer_address = cur_frm.cscript.contact_person = function(doc,dt,dn) {
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if(doc.customer) get_server_fields('get_customer_address', JSON.stringify({customer: doc.customer, address: doc.customer_address, contact: doc.contact_person}),'', doc, dt, dn, 1);
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}
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cur_frm.fields_dict.customer_address.on_new = function(dn) {
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locals['Address'][dn].customer = locals[cur_frm.doctype][cur_frm.docname].customer;
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locals['Address'][dn].customer_name = locals[cur_frm.doctype][cur_frm.docname].customer_name;
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}
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cur_frm.fields_dict.contact_person.on_new = function(dn) {
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locals['Contact'][dn].customer = locals[cur_frm.doctype][cur_frm.docname].customer;
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locals['Contact'][dn].customer_name = locals[cur_frm.doctype][cur_frm.docname].customer_name;
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}
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cur_frm.fields_dict['customer_address'].get_query = function(doc, cdt, cdn) {
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return 'SELECT name,address_line1,city FROM tabAddress WHERE customer = "'+ doc.customer +'" AND docstatus != 2 AND name LIKE "%s" ORDER BY name ASC LIMIT 50';
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}
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cur_frm.fields_dict['contact_person'].get_query = function(doc, cdt, cdn) {
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return 'SELECT name,CONCAT(first_name," ",ifnull(last_name,"")) As FullName,department,designation FROM tabContact WHERE customer = "'+ doc.customer +'" AND docstatus != 2 AND name LIKE "%s" ORDER BY name ASC LIMIT 50';
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}
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// lead
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cur_frm.fields_dict['lead'].get_query = function(doc,cdt,cdn){
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return 'SELECT `tabLead`.name, `tabLead`.lead_name FROM `tabLead` WHERE `tabLead`.%(key)s LIKE "%s" ORDER BY `tabLead`.`name` ASC LIMIT 50';
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}
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cur_frm.cscript.lead = function(doc, cdt, cdn) {
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if(doc.lead) get_server_fields('get_lead_details', doc.lead,'', doc, cdt, cdn, 1);
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if(doc.lead) unhide_field(['lead_name','address_display','contact_mobile','contact_email','territory']);
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}
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//item getquery
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//=======================================
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cur_frm.fields_dict['enquiry_details'].grid.get_field('item_code').get_query = function(doc, cdt, cdn) {
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if (doc.enquiry_type == 'Maintenance')
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return 'SELECT tabItem.name,tabItem.item_name,tabItem.description FROM tabItem WHERE tabItem.is_service_item="Yes" AND (ifnull(`tabItem`.`end_of_life`,"") = "" OR `tabItem`.`end_of_life` > NOW() OR `tabItem`.`end_of_life`="0000-00-00") AND tabItem.%(key)s LIKE "%s" LIMIT 50';
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else
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return 'SELECT tabItem.name,tabItem.item_name,tabItem.description FROM tabItem WHERE tabItem.is_sales_item="Yes" AND (ifnull(`tabItem`.`end_of_life`,"") = "" OR `tabItem`.`end_of_life` > NOW() OR `tabItem`.`end_of_life`="0000-00-00") AND tabItem.%(key)s LIKE "%s" LIMIT 50';
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}
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//Fetch Item Details
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//====================================================================================================================
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cur_frm.cscript.item_code = function(doc, cdt, cdn) {
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var d = locals[cdt][cdn];
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if (d.item_code) {
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get_server_fields('get_item_details',d.item_code,'enquiry_details',doc,cdt,cdn,1);
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}
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}
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/*
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//Fetch Customer Details
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//======================================================================================================================
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cur_frm.cscript.customer = function(doc, cdt, cdn){
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if (doc.customer) {
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get_server_fields('get_cust_address',doc.customer,'',doc,cdt,cdn,1);
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}
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}
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*/
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/*
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//=======================================================================================================================
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cur_frm.fields_dict['contact_person'].get_query = function(doc, cdt, cdn) {
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return 'SELECT `tabContact`.contact_name FROM `tabContact` WHERE `tabContact`.is_customer = 1 AND `tabContact`.customer = "'+ doc.customer+'" AND `tabContact`.docstatus != 2 AND `tabContact`.contact_name LIKE "%s" ORDER BY `tabContact`.contact_name ASC LIMIT 50';
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}
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*/
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/*
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//=======================================================================================================================
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cur_frm.cscript.contact_person = function(doc, cdt, cdn){
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if (doc.contact_person) {
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arg = {};
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arg.contact_person = doc.contact_person;
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arg.customer = doc.customer;
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get_server_fields('get_contact_details',docstring(arg),'',doc,cdt,cdn,1);
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}
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}
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*/
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/*
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// hide - unhide fields based on lead or customer..
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//=======================================================================================================================
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cur_frm.cscript.clear_values = function(doc,cdt,cdn) {
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if(doc.enquiry_from == 'Lead') {
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doc.customer = doc.customer_name = doc.contact_person = doc.customer_group = "";
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}
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else if(doc.enquiry_from == 'Customer') {
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doc.lead = doc.lead_name = "";
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}
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refresh_many(['lead','lead_name','customer','customer_name','contact_person','customer_group']);
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}
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*/
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/*
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//================ hide - unhide fields on basis of enquiry from either lead or customer ===============================
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cur_frm.cscript.enquiry_from = function(doc,cdt,cdn){
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cur_frm.cscript.clear_values(doc,cdt,cdn);
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doc.address = doc.territory = doc.contact_no = doc.email_id = "";
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refresh_many(['territory','address','contact_no','email_id']);
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}
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*/
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/*
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//================ create new contact ============================================================================
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cur_frm.cscript.new_contact = function(){
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tn = createLocal('Contact');
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locals['Contact'][tn].is_customer = 1;
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if(doc.customer) locals['Contact'][tn].customer = doc.customer;
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loaddoc('Contact', tn);
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}
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*/
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//=======================================================================================================================
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cur_frm.cscript['Create New File'] = function(doc){
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var fl = LocalDB.create('File');
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fl = locals['File'][fl];
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loaddoc('File', fl.name);
|
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}
|
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//update follow up
|
||||
//=================================================================================
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cur_frm.cscript['Update Follow up'] = function(doc,cdt,cdn){
|
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|
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$c_obj(make_doclist(doc.doctype, doc.name),'update_follow_up','',function(r, rt){
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refresh_field('follow_up');
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doc.__unsaved = 0;
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||||
cur_frm.refresh_header();
|
||||
});
|
||||
}
|
||||
|
||||
// Create New Quotation
|
||||
// =======================================================================================================================
|
||||
cur_frm.cscript['Create Quotation'] = function(){
|
||||
n = createLocal("Quotation");
|
||||
$c('dt_map', args={
|
||||
'docs':compress_doclist([locals["Quotation"][n]]),
|
||||
'from_doctype':'Enquiry',
|
||||
'to_doctype':'Quotation',
|
||||
'from_docname':cur_frm.docname,
|
||||
'from_to_list':"[['Enquiry', 'Quotation'],['Enquiry Detail','Quotation Detail']]"
|
||||
}
|
||||
, function(r,rt) {
|
||||
loaddoc("Quotation", n);
|
||||
}
|
||||
);
|
||||
}
|
||||
|
||||
|
||||
// declare enquiry lost
|
||||
//-------------------------
|
||||
cur_frm.cscript['Declare Enquiry Lost'] = function(){
|
||||
var e_lost_dialog;
|
||||
|
||||
set_e_lost_dialog = function(){
|
||||
e_lost_dialog = new Dialog(400,150,'Add Enquiry Lost Reason');
|
||||
e_lost_dialog.make_body([
|
||||
['HTML', 'Message', '<div class="comment">Please add enquiry lost reason</div>'],
|
||||
['Text', 'Enquiry Lost Reason'],
|
||||
['HTML', 'Response', '<div class = "comment" id="update_enquiry_dialog_response"></div>'],
|
||||
['HTML', 'Add Reason', '<div></div>']
|
||||
]);
|
||||
|
||||
var add_reason_btn1 = $a($i(e_lost_dialog.widgets['Add Reason']), 'button', 'button');
|
||||
add_reason_btn1.innerHTML = 'Add';
|
||||
add_reason_btn1.onclick = function(){ e_lost_dialog.add(); }
|
||||
|
||||
var add_reason_btn2 = $a($i(e_lost_dialog.widgets['Add Reason']), 'button', 'button');
|
||||
add_reason_btn2.innerHTML = 'Cancel';
|
||||
$y(add_reason_btn2,{marginLeft:'4px'});
|
||||
add_reason_btn2.onclick = function(){ e_lost_dialog.hide();}
|
||||
|
||||
e_lost_dialog.onshow = function() {
|
||||
e_lost_dialog.widgets['Enquiry Lost Reason'].value = '';
|
||||
$i('update_enquiry_dialog_response').innerHTML = '';
|
||||
}
|
||||
|
||||
e_lost_dialog.add = function() {
|
||||
// sending...
|
||||
$i('update_enquiry_dialog_response').innerHTML = 'Processing...';
|
||||
var arg = strip(e_lost_dialog.widgets['Enquiry Lost Reason'].value);
|
||||
var call_back = function(r,rt) {
|
||||
if(r.message == 'true'){
|
||||
$i('update_enquiry_dialog_response').innerHTML = 'Done';
|
||||
e_lost_dialog.hide();
|
||||
}
|
||||
}
|
||||
if(arg) {
|
||||
$c_obj(make_doclist(cur_frm.doc.doctype, cur_frm.doc.name),'declare_enquiry_lost',arg,call_back);
|
||||
}
|
||||
else{
|
||||
msgprint("Please add enquiry lost reason");
|
||||
}
|
||||
|
||||
}
|
||||
}
|
||||
|
||||
if(!e_lost_dialog){
|
||||
set_e_lost_dialog();
|
||||
}
|
||||
e_lost_dialog.show();
|
||||
}
|
||||
|
||||
//get query select Territory
|
||||
//=======================================================================================================================
|
||||
cur_frm.fields_dict['territory'].get_query = function(doc,cdt,cdn) {
|
||||
return 'SELECT `tabTerritory`.`name`,`tabTerritory`.`parent_territory` FROM `tabTerritory` WHERE `tabTerritory`.`is_group` = "No" AND `tabTerritory`.`docstatus`!= 2 AND `tabTerritory`.%(key)s LIKE "%s" ORDER BY `tabTerritory`.`name` ASC LIMIT 50';}
|
||||
|
||||
/*
|
||||
//===================== Enquiry From validation - either customer or lead is mandatory =====================================
|
||||
cur_frm.cscript.enq_frm_validate = function(doc,cdt,cdn){
|
||||
|
||||
if(doc.enquiry_from == 'Lead'){
|
||||
if(!doc.lead){
|
||||
alert("Lead is mandatory.");
|
||||
validated = false;
|
||||
}
|
||||
}
|
||||
else if(doc.enquiry_from == 'Customer'){
|
||||
if(!doc.customer){
|
||||
alert("Customer is mandatory.");
|
||||
validated = false;
|
||||
}
|
||||
else if(!doc.contact_person){
|
||||
alert("Contact Person is mandatory.");
|
||||
validated = false;
|
||||
}
|
||||
else if(!doc.customer_group){
|
||||
alert("Customer Group is mandatory.");
|
||||
validated = false;
|
||||
}
|
||||
}
|
||||
}
|
||||
*/
|
||||
|
||||
//===================validation function ==============================================================================
|
||||
|
||||
cur_frm.cscript.validate = function(doc,cdt,cdn){
|
||||
//cur_frm.cscript.enq_frm_validate(doc,cdt,cdn);
|
||||
}
|
||||
335
crm/doctype/enquiry/enquiry.py
Normal file
335
crm/doctype/enquiry/enquiry.py
Normal file
@@ -0,0 +1,335 @@
|
||||
# Please edit this list and import only required elements
|
||||
import webnotes
|
||||
|
||||
from webnotes.utils import add_days, add_months, add_years, cint, cstr, date_diff, default_fields, flt, fmt_money, formatdate, generate_hash, getTraceback, get_defaults, get_first_day, get_last_day, getdate, has_common, month_name, now, nowdate, replace_newlines, sendmail, set_default, str_esc_quote, user_format, validate_email_add
|
||||
from webnotes.model import db_exists
|
||||
from webnotes.model.doc import Document, addchild, removechild, getchildren, make_autoname, SuperDocType
|
||||
from webnotes.model.doclist import getlist, copy_doclist
|
||||
from webnotes.model.code import get_obj, get_server_obj, run_server_obj, updatedb, check_syntax
|
||||
from webnotes import session, form, is_testing, msgprint, errprint
|
||||
|
||||
set = webnotes.conn.set
|
||||
sql = webnotes.conn.sql
|
||||
get_value = webnotes.conn.get_value
|
||||
in_transaction = webnotes.conn.in_transaction
|
||||
convert_to_lists = webnotes.conn.convert_to_lists
|
||||
|
||||
# -----------------------------------------------------------------------------------------
|
||||
|
||||
from utilities.transaction_base import TransactionBase
|
||||
|
||||
class DocType(TransactionBase):
|
||||
def __init__(self,doc,doclist=[]):
|
||||
self.doc = doc
|
||||
self.doclist = doclist
|
||||
self.fname = 'enq_details'
|
||||
self.tname = 'Enquiry Detail'
|
||||
|
||||
# Autoname
|
||||
# ====================================================================================================================
|
||||
def autoname(self):
|
||||
self.doc.name = make_autoname(self.doc.naming_series+'.####')
|
||||
|
||||
#--------Get customer address-------
|
||||
# ====================================================================================================================
|
||||
def get_cust_address(self,name):
|
||||
details = sql("select customer_name, address, territory, customer_group from `tabCustomer` where name = '%s' and docstatus != 2" %(name), as_dict = 1)
|
||||
if details:
|
||||
ret = {
|
||||
'customer_name': details and details[0]['customer_name'] or '',
|
||||
'address' : details and details[0]['address'] or '',
|
||||
'territory' : details and details[0]['territory'] or '',
|
||||
'customer_group' : details and details[0]['customer_group'] or ''
|
||||
}
|
||||
# ********** get primary contact details (this is done separately coz. , in case there is no primary contact thn it would not be able to fetch customer details in case of join query)
|
||||
|
||||
contact_det = sql("select contact_name, contact_no, email_id from `tabContact` where customer = '%s' and is_customer = 1 and is_primary_contact = 'Yes' and docstatus != 2" %(name), as_dict = 1)
|
||||
|
||||
|
||||
ret['contact_person'] = contact_det and contact_det[0]['contact_name'] or ''
|
||||
ret['contact_no'] = contact_det and contact_det[0]['contact_no'] or ''
|
||||
ret['email_id'] = contact_det and contact_det[0]['email_id'] or ''
|
||||
|
||||
return cstr(ret)
|
||||
else:
|
||||
msgprint("Customer : %s does not exist in system." % (name))
|
||||
raise Exception
|
||||
|
||||
|
||||
# ====================================================================================================================
|
||||
def get_contact_details(self, arg):
|
||||
arg = eval(arg)
|
||||
contact = sql("select contact_no, email_id from `tabContact` where contact_name = '%s' and customer_name = '%s'" %(arg['contact_person'],arg['customer']), as_dict = 1)
|
||||
ret = {
|
||||
'contact_no' : contact and contact[0]['contact_no'] or '',
|
||||
'email_id' : contact and contact[0]['email_id'] or ''
|
||||
}
|
||||
return str(ret)
|
||||
|
||||
# ====================================================================================================================
|
||||
def on_update(self):
|
||||
# Add to calendar
|
||||
#if self.doc.contact_date and self.doc.last_contact_date != self.doc.contact_date:
|
||||
if self.doc.contact_date and self.doc.contact_date_ref != self.doc.contact_date:
|
||||
if self.doc.contact_by:
|
||||
self.add_calendar_event()
|
||||
set(self.doc, 'contact_date_ref',self.doc.contact_date)
|
||||
set(self.doc, 'status', 'Draft')
|
||||
|
||||
# Add to Calendar
|
||||
# ====================================================================================================================
|
||||
def add_calendar_event(self):
|
||||
desc=''
|
||||
user_lst =[]
|
||||
if self.doc.customer:
|
||||
if self.doc.contact_person:
|
||||
desc = 'Contact '+cstr(self.doc.contact_person)
|
||||
else:
|
||||
desc = 'Contact customer '+cstr(self.doc.customer)
|
||||
elif self.doc.lead:
|
||||
if self.doc.lead_name:
|
||||
desc = 'Contact '+cstr(self.doc.lead_name)
|
||||
else:
|
||||
desc = 'Contact lead '+cstr(self.doc.lead)
|
||||
desc = desc+ '. By : ' + cstr(self.doc.contact_by)
|
||||
|
||||
if self.doc.to_discuss:
|
||||
desc = desc+' To Discuss : ' + cstr(self.doc.to_discuss)
|
||||
|
||||
ev = Document('Event')
|
||||
ev.description = desc
|
||||
ev.event_date = self.doc.contact_date
|
||||
ev.event_hour = '10:00'
|
||||
ev.event_type = 'Private'
|
||||
ev.ref_type = 'Enquiry'
|
||||
ev.ref_name = self.doc.name
|
||||
ev.save(1)
|
||||
|
||||
user_lst.append(self.doc.owner)
|
||||
|
||||
chk = sql("select t1.name from `tabProfile` t1, `tabSales Person` t2 where t2.email_id = t1.name and t2.name=%s",self.doc.contact_by)
|
||||
if chk:
|
||||
user_lst.append(chk[0][0])
|
||||
|
||||
for d in user_lst:
|
||||
ch = addchild(ev, 'event_individuals', 'Event User', 0)
|
||||
ch.person = d
|
||||
ch.save(1)
|
||||
|
||||
#user_list = ['Sales Manager', 'Sales User']
|
||||
#for d in user_list:
|
||||
# ch = addchild(ev, 'event_individuals', 'Event User', 0)
|
||||
# ch.person = d
|
||||
# ch.save()
|
||||
|
||||
#--------------Validation For Last Contact Date-----------------
|
||||
# ====================================================================================================================
|
||||
def set_last_contact_date(self):
|
||||
#if not self.doc.contact_date_ref:
|
||||
#self.doc.contact_date_ref=self.doc.contact_date
|
||||
#self.doc.last_contact_date=self.doc.contact_date_ref
|
||||
if self.doc.contact_date_ref and self.doc.contact_date_ref != self.doc.contact_date:
|
||||
if getdate(self.doc.contact_date_ref) < getdate(self.doc.contact_date):
|
||||
self.doc.last_contact_date=self.doc.contact_date_ref
|
||||
else:
|
||||
msgprint("Contact Date Cannot be before Last Contact Date")
|
||||
raise Exception
|
||||
#set(self.doc, 'contact_date_ref',self.doc.contact_date)
|
||||
|
||||
# check if item present in item table
|
||||
# ====================================================================================================================
|
||||
def validate_item_details(self):
|
||||
if not getlist(self.doclist, 'enquiry_details'):
|
||||
msgprint("Please select items for which enquiry needs to be made")
|
||||
raise Exception
|
||||
|
||||
#check if enquiry date in the range of fiscal year selected
|
||||
#=====================================================
|
||||
def validate_fiscal_year(self):
|
||||
fy=sql("select year_start_date from `tabFiscal Year` where name='%s'"%self.doc.fiscal_year)
|
||||
ysd=fy and fy[0][0] or ""
|
||||
yed=add_days(str(ysd),365)
|
||||
if str(self.doc.transaction_date) < str(ysd) or str(self.doc.transaction_date) > str(yed):
|
||||
msgprint("Enquiry Date is not within the Fiscal Year selected")
|
||||
raise Exception
|
||||
|
||||
def validate(self):
|
||||
self.validate_fiscal_year()
|
||||
self.set_last_contact_date()
|
||||
self.validate_item_details()
|
||||
|
||||
# On Submit Functions
|
||||
# ====================================================================================================================
|
||||
def on_submit(self):
|
||||
set(self.doc, 'status', 'Submitted')
|
||||
|
||||
# ====================================================================================================================
|
||||
def on_cancel(self):
|
||||
chk = sql("select t1.name from `tabQuotation` t1, `tabQuotation Detail` t2 where t2.parent = t1.name and t1.docstatus=1 and (t1.status!='Order Lost' and t1.status!='Cancelled') and t2.prevdoc_docname = %s",self.doc.name)
|
||||
if chk:
|
||||
msgprint("Quotation No. "+cstr(chk[0][0])+" is submitted against this Enquiry. Thus can not be cancelled.")
|
||||
raise Exception
|
||||
else:
|
||||
set(self.doc, 'status', 'Cancelled')
|
||||
|
||||
get_obj('Feed Control').make_feed(self.doc, 'cancelled')
|
||||
|
||||
# declare as enquiry lost
|
||||
#---------------------------
|
||||
def declare_enquiry_lost(self,arg):
|
||||
chk = sql("select t1.name from `tabQuotation` t1, `tabQuotation Detail` t2 where t2.parent = t1.name and t1.docstatus=1 and (t1.status!='Order Lost' and t1.status!='Cancelled') and t2.prevdoc_docname = %s",self.doc.name)
|
||||
if chk:
|
||||
msgprint("Quotation No. "+cstr(chk[0][0])+" is submitted against this Enquiry. Thus 'Enquiry Lost' can not be declared against it.")
|
||||
raise Exception
|
||||
else:
|
||||
set(self.doc, 'status', 'Enquiry Lost')
|
||||
set(self.doc, 'order_lost_reason', arg)
|
||||
return cstr('true')
|
||||
|
||||
# ====================================================================================================================
|
||||
def update_follow_up(self):
|
||||
|
||||
sql("delete from `tabFollow up` where parent = '%s'"%self.doc.name);
|
||||
for d in getlist(self.doclist, 'follow_up'):
|
||||
d.save()
|
||||
self.doc.save()
|
||||
|
||||
|
||||
# On Send Email
|
||||
# ====================================================================================================================
|
||||
#def send_emails(self,email,sender,subject,message):
|
||||
# if email:
|
||||
# sendmail(email,sender,subject=subject or 'Enquiry',parts=[['text/plain',message or self.get_enq_summary()]])
|
||||
|
||||
# Prepare HTML Table and Enter Enquiry Details in it, which will be added in enq summary
|
||||
# ====================================================================================================================
|
||||
def quote_table(self):
|
||||
if getlist(self.doclist,'enq_details'):
|
||||
header_lbl = ['Item Code','Item Name','Description','Reqd Qty','UOM']
|
||||
item_tbl = '''<table style="width:90%%; border:1px solid #AAA; border-collapse:collapse"><tr>'''
|
||||
for i in header_lbl:
|
||||
item_header = '''<td style="width=20%%; border:1px solid #AAA; border-collapse:collapse;"><b>%s</b></td>''' % i
|
||||
item_tbl += item_header
|
||||
item_tbl += '''</tr>'''
|
||||
|
||||
for d in getlist(self.doclist,'enq_details'):
|
||||
item_det = '''
|
||||
<tr><td style="width:20%%; border:1px solid #AAA; border-collpase:collapse">%s</td>
|
||||
<td style="width:20%%; border:1px solid #AAA; border-collapse:collpase">%s</td>
|
||||
<td style="width:20%%; border:1px solid #AAA; border-collapse:collpase">%s</td>
|
||||
<td style="width:20%%; border:1px solid #AAA; border-collapse:collpase">%s</td>
|
||||
<td style="width:20%%; border:1px solid #AAA; border-collapse:collpase">%s</td></tr>
|
||||
''' % (d.item_code,d.item_name,d.description,d.reqd_qty,d.uom)
|
||||
item_tbl += item_det
|
||||
item_tbl += '''</table>'''
|
||||
return item_tbl
|
||||
|
||||
# Prepare HTML Page containing summary of Enquiry, which will be sent as message in E-mail
|
||||
# ====================================================================================================================
|
||||
def get_enq_summary(self):
|
||||
|
||||
t = """
|
||||
<html><head></head>
|
||||
<body>
|
||||
<div style="border:1px solid #AAA; padding:20px; width:100%%">
|
||||
<div style="text-align:center;font-size:14px"><b>Request For Quotation</b><br></div>
|
||||
<div style="text-align:center;font-size:12px"> %(from_company)s</div>
|
||||
<div style="text-align:center; font-size:10px"> %(company_address)s</div>
|
||||
<div style="border-bottom:1px solid #AAA; padding:10px"></div>
|
||||
|
||||
<div style="padding-top:10px"><b>Quotation Details</b></div>
|
||||
<div><table style="width:100%%">
|
||||
<tr><td style="width:40%%">Enquiry No:</td> <td style="width:60%%"> %(name)s</td></tr>
|
||||
<tr><td style="width:40%%">Opening Date:</td> <td style="width:60%%"> %(transaction_date)s</td></tr>
|
||||
<tr><td style="width:40%%">Expected By Date:</td> <td style="width:60%%"> %(expected_date)s</td></tr>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<div style="padding-top:10px"><b>Terms and Conditions</b></div>
|
||||
<div> %(terms_and_conditions)s</div>
|
||||
|
||||
<div style="padding-top:10px"><b>Contact Details</b></div>
|
||||
<div><table style="width:100%%">
|
||||
<tr><td style="width=40%%">Contact Person:</td><td style="width:60%%"> %(contact_person)s</td></tr>
|
||||
<tr><td style="width=40%%">Contact No:</td><td style="width:60%%"> %(contact_no)s</td></tr>
|
||||
<tr><td style="width=40%%">Email:</td><td style="width:60%%"> %(email)s</td></tr>
|
||||
</table></div>
|
||||
""" % (self.doc.fields)
|
||||
|
||||
t += """<br><div><b>Quotation Items</b><br></div><div style="width:100%%">%s</div>
|
||||
<br>
|
||||
To login into the system, use link : <div><a href='http://67.205.111.118/v160/login.html' target='_blank'>http://67.205.111.118/v160/login.html</a></div><br><br>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
""" % (self.quote_table())
|
||||
return t
|
||||
|
||||
#-----------------Email--------------------------------------------
|
||||
# ====================================================================================================================
|
||||
def send_emails(self, email=[], subject='', message=''):
|
||||
if email:
|
||||
sender_email= sql("Select email from `tabProfile` where name='%s'"%session['user'])
|
||||
if sender_email and sender_email[0][0]:
|
||||
attach_list=[]
|
||||
for at in getlist(self.doclist,'enquiry_attachment_detail'):
|
||||
if at.select_file:
|
||||
attach_list.append(at.select_file)
|
||||
cc_list=[]
|
||||
if self.doc.cc_to:
|
||||
for cl in (self.doc.cc_to.split(',')):
|
||||
if not validate_email_add(cl.strip(' ')):
|
||||
msgprint('error:%s is not a valid email id' % cl.strip(' '))
|
||||
raise Exception
|
||||
cc_list.append(cl.strip(' '))
|
||||
sendmail(cc_list, sender=sender_email[0][0], subject=subject, parts=[['text/html', message]], attach=attach_list)
|
||||
sendmail(email, sender=sender_email[0][0], subject=subject, parts=[['text/html', message]], cc=cc_list, attach=attach_list)
|
||||
#sendmail(cc_list, sender = sender_email[0][0], subject = subject , parts = [['text/html', message]],attach=attach_list)
|
||||
msgprint("Mail has been sent")
|
||||
self.add_in_follow_up(message,'Email')
|
||||
else:
|
||||
msgprint("Please enter your mail id in Profile")
|
||||
raise Exception
|
||||
|
||||
#-------------------------Checking Sent Mails Details----------------------------------------------
|
||||
# ====================================================================================================================
|
||||
def sent_mail(self):
|
||||
if not self.doc.subject or not self.doc.message:
|
||||
msgprint("Please enter subject & message in their respective fields.")
|
||||
elif not self.doc.email_id1:
|
||||
msgprint("Recipient not specified. Please add email id in 'Send To'.")
|
||||
raise Exception
|
||||
else :
|
||||
if not validate_email_add(self.doc.email_id1.strip(' ')):
|
||||
msgprint('error:%s is not a valid email id' % self.doc.email_id1)
|
||||
else:
|
||||
self.send_emails([self.doc.email_id1.strip(' ')], subject = self.doc.subject ,message = self.doc.message)
|
||||
|
||||
#---------------------- Add details in follow up table----------------
|
||||
# ====================================================================================================================
|
||||
def add_in_follow_up(self,message,type):
|
||||
import datetime
|
||||
child = addchild( self.doc, 'follow_up', 'Follow up', 1, self.doclist)
|
||||
child.date = datetime.datetime.now().date().strftime('%Y-%m-%d')
|
||||
child.notes = message
|
||||
child.follow_up_type = type
|
||||
child.save()
|
||||
|
||||
#-------------------SMS----------------------------------------------
|
||||
# ====================================================================================================================
|
||||
def send_sms(self):
|
||||
if not self.doc.sms_message:
|
||||
msgprint("Please enter message in SMS Section ")
|
||||
raise Exception
|
||||
elif not getlist(self.doclist, 'enquiry_sms_detail'):
|
||||
msgprint("Please mention mobile no. to which sms needs to be sent")
|
||||
raise Exception
|
||||
else:
|
||||
receiver_list = []
|
||||
for d in getlist(self.doclist,'enquiry_sms_detail'):
|
||||
if d.other_mobile_no:
|
||||
receiver_list.append(d.other_mobile_no)
|
||||
|
||||
if receiver_list:
|
||||
msgprint(get_obj('SMS Control', 'SMS Control').send_sms(receiver_list, self.doc.sms_message))
|
||||
self.add_in_follow_up(self.doc.sms_message,'SMS')
|
||||
1529
crm/doctype/enquiry/enquiry.txt
Normal file
1529
crm/doctype/enquiry/enquiry.txt
Normal file
File diff suppressed because it is too large
Load Diff
Reference in New Issue
Block a user