mirror of
https://github.com/frappe/erpnext.git
synced 2026-06-07 07:02:54 +00:00
Sourced wnframework-modules from Google Code as erpnext
This commit is contained in:
Pratik Vyas
0
crm/doctype/lead/__init__.py
Normal file
0
crm/doctype/lead/__init__.py
Normal file
18
crm/doctype/lead/lead.comp.js
Normal file
18
crm/doctype/lead/lead.comp.js
Normal file
@@ -0,0 +1,18 @@
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$import(SMS Control)
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cur_frm.cscript.onload=function(doc,cdt,cdn){if(user=='Guest'){hide_field(['status','naming_series','order_lost_reason','customer','rating','fax','website','territory','TerritoryHelp','address_line1','address_line2','city','state','country','pincode','address','lead_owner','market_segment','industry','campaign_name','interested_in','company','fiscal_year','contact_by','contact_date','last_contact_date','contact_date_ref','to_discuss','More Info','follow_up','Communication History','cc_to','subject','message','Attachment Html','Create New File','lead_attachment_detail','Send Email','Email','Create Customer','Create Enquiry','Next Steps','transaction_date','type','source']);doc.source='Website';}
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if(!doc.status)set_multiple(dt,dn,{status:'Open'});if(!doc.date){doc.date=date.obj_to_str(new Date());}
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if(user=='Guest')doc.naming_series='WebLead';cur_frm.add_fetch('customer','customer_name','company_name');}
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cur_frm.cscript.refresh=function(doc,cdt,cdn){cur_frm.clear_custom_buttons()
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if(!doc.__islocal&&!in_list(['Converted','Lead Lost'],doc.status)){cur_frm.add_custom_button('Create Customer',cur_frm.cscript['Create Customer']);cur_frm.add_custom_button('Create Enquiry',cur_frm.cscript['Create Enquiry']);cur_frm.add_custom_button('Send SMS',cur_frm.cscript['Send SMS']);}}
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cur_frm.cscript.status=function(doc,cdt,cdn){cur_frm.cscript.refresh(doc,cdt,cdn);}
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cur_frm.cscript.TerritoryHelp=function(doc,dt,dn){var call_back=function(){var sb_obj=new SalesBrowser();sb_obj.set_val('Territory');}
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loadpage('Sales Browser',call_back);}
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cur_frm.cscript['Create New File']=function(doc){new_doc("File");}
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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_detail',d.item_code,'lead_item_detail',doc,cdt,cdn,1);}}
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cur_frm.cscript['Create Customer']=function(){var doc=cur_frm.doc;$c('runserverobj',args={'method':'check_status','docs':compress_doclist([doc])},function(r,rt){if(r.message=='Converted'){msgprint("This lead is already converted to customer");}
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else{n=createLocal("Customer");$c('dt_map',args={'docs':compress_doclist([locals["Customer"][n]]),'from_doctype':'Lead','to_doctype':'Customer','from_docname':doc.name,'from_to_list':"[['Lead', 'Customer']]"},function(r,rt){loaddoc("Customer",n);});}});}
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cur_frm.cscript['Send Email']=function(doc,cdt,cdn){if(doc.__islocal!=1){$c_obj(make_doclist(doc.doctype,doc.name),'send_mail','',function(r,rt){});}else{msgprint("Please save lead first before sending email")}}
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cur_frm.cscript['Create Enquiry']=function(){var doc=cur_frm.doc;$c('runserverobj',args={'method':'check_status','docs':compress_doclist([doc])},function(r,rt){if(r.message=='Converted'){msgprint("This lead is now converted to customer. Please create enquiry on behalf of customer");}
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else{n=createLocal("Enquiry");$c('dt_map',args={'docs':compress_doclist([locals["Enquiry"][n]]),'from_doctype':'Lead','to_doctype':'Enquiry','from_docname':doc.name,'from_to_list':"[['Lead', 'Enquiry']]"},function(r,rt){loaddoc("Enquiry",n);});}});}
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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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147
crm/doctype/lead/lead.js
Normal file
147
crm/doctype/lead/lead.js
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@@ -0,0 +1,147 @@
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// Module CRM
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$import(SMS Control)
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cur_frm.cscript.onload = function(doc, cdt, cdn) {
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if(user =='Guest'){
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hide_field(['status', 'naming_series', 'order_lost_reason', 'customer', 'rating', 'fax', 'website', 'territory', 'TerritoryHelp', 'address_line1', 'address_line2', 'city', 'state', 'country', 'pincode', 'address', 'lead_owner', 'market_segment', 'industry', 'campaign_name', 'interested_in', 'company', 'fiscal_year', 'contact_by', 'contact_date', 'last_contact_date', 'contact_date_ref', 'to_discuss', 'More Info', 'follow_up', 'Communication History', 'cc_to', 'subject', 'message', 'Attachment Html', 'Create New File', 'lead_attachment_detail', 'Send Email', 'Email', 'Create Customer', 'Create Enquiry', 'Next Steps', 'transaction_date', 'type', 'source']);
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doc.source = 'Website';
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}
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if(!doc.status) set_multiple(dt,dn,{status:'Open'});
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if (!doc.date){
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doc.date = date.obj_to_str(new Date());
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}
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// set naming series
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if(user=='Guest') doc.naming_series = 'WebLead';
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cur_frm.add_fetch('customer', 'customer_name', 'company_name');
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}
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cur_frm.cscript.refresh = function(doc, cdt, cdn) {
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// custom buttons
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//---------------
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cur_frm.clear_custom_buttons()
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if(!doc.__islocal && !in_list(['Converted', 'Lead Lost'], doc.status)) {
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cur_frm.add_custom_button('Create Customer', cur_frm.cscript['Create Customer']);
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cur_frm.add_custom_button('Create Enquiry', cur_frm.cscript['Create Enquiry']);
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cur_frm.add_custom_button('Send SMS', cur_frm.cscript['Send SMS']);
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}
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}
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// Client Side Triggers
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// ===========================================================
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// ************ Status ******************
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cur_frm.cscript.status = function(doc, cdt, cdn){
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cur_frm.cscript.refresh(doc, cdt, cdn);
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}
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/*
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// *********** Country ******************
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// This will show states belonging to country
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cur_frm.cscript.country = function(doc, cdt, cdn) {
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var mydoc=doc;
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$c('runserverobj', args={'method':'check_state', 'docs':compress_doclist([doc])},
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function(r,rt){
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if(r.message) {
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var doc = locals[mydoc.doctype][mydoc.name];
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doc.state = '';
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get_field(doc.doctype, 'state' , doc.name).options = r.message;
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refresh_field('state');
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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.cscript.TerritoryHelp = function(doc,dt,dn){
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var call_back = function(){
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var sb_obj = new SalesBrowser();
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sb_obj.set_val('Territory');
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}
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loadpage('Sales Browser',call_back);
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}
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// Create New File
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// ===============================================================
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cur_frm.cscript['Create New File'] = function(doc){
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new_doc("File");
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}
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//Trigger in Item Table
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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) { get_server_fields('get_item_detail',d.item_code,'lead_item_detail',doc,cdt,cdn,1);}
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}
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// Create New Customer
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// ===============================================================
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cur_frm.cscript['Create Customer'] = function(){
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var doc = cur_frm.doc;
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$c('runserverobj',args={ 'method':'check_status', 'docs':compress_doclist([doc])},
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function(r,rt){
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if(r.message == 'Converted'){
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msgprint("This lead is already converted to customer");
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}
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else{
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n = createLocal("Customer");
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$c('dt_map', args={
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'docs':compress_doclist([locals["Customer"][n]]),
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'from_doctype':'Lead',
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'to_doctype':'Customer',
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'from_docname':doc.name,
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'from_to_list':"[['Lead', 'Customer']]"
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},
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function(r,rt) {
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loaddoc("Customer", n);
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}
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);
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}
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}
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);
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}
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// send email
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// ===============================================================
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cur_frm.cscript['Send Email'] = function(doc,cdt,cdn){
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if(doc.__islocal != 1){
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$c_obj(make_doclist(doc.doctype, doc.name),'send_mail','',function(r,rt){});
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}else{
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msgprint("Please save lead first before sending email")
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}
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}
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// Create New Enquiry
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// ===============================================================
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cur_frm.cscript['Create Enquiry'] = function(){
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var doc = cur_frm.doc;
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$c('runserverobj',args={ 'method':'check_status', 'docs':compress_doclist([doc])},
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function(r,rt){
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if(r.message == 'Converted'){
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msgprint("This lead is now converted to customer. Please create enquiry on behalf of customer");
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}
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else{
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n = createLocal("Enquiry");
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$c('dt_map', args={
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'docs':compress_doclist([locals["Enquiry"][n]]),
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'from_doctype':'Lead',
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'to_doctype':'Enquiry',
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'from_docname':doc.name,
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'from_to_list':"[['Lead', 'Enquiry']]"
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}
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, function(r,rt) {
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loaddoc("Enquiry", n);
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}
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);
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}
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}
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);
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}
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//get query select Territory
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cur_frm.fields_dict['territory'].get_query = function(doc,cdt,cdn) {
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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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}
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212
crm/doctype/lead/lead.py
Normal file
212
crm/doctype/lead/lead.py
Normal file
@@ -0,0 +1,212 @@
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# Please edit this list and import only required elements
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import webnotes
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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
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from webnotes.model import db_exists
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from webnotes.model.doc import Document, addchild, removechild, getchildren, make_autoname, SuperDocType
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from webnotes.model.doclist import getlist, copy_doclist
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from webnotes.model.code import get_obj, get_server_obj, run_server_obj, updatedb, check_syntax
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from webnotes import session, form, is_testing, msgprint, errprint
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set = webnotes.conn.set
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sql = webnotes.conn.sql
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get_value = webnotes.conn.get_value
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in_transaction = webnotes.conn.in_transaction
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convert_to_lists = webnotes.conn.convert_to_lists
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# -----------------------------------------------------------------------------------------
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class DocType:
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def __init__(self, doc, doclist):
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self.doc = doc
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self.doclist = doclist
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# Autoname
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# ---------
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def autoname(self):
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self.doc.name = make_autoname(self.doc.naming_series+'.#####')
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#check status of lead
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#------------------------
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def check_status(self):
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chk = sql("select status from `tabLead` where name=%s", self.doc.name)
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chk = chk and chk[0][0] or ''
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return cstr(chk)
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# Gets states belonging cto country selected
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# =====================================================================
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#def check_state(self):
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# return "\n" + "\n".join([i[0] for i in sql("select state_name from `tabState` where `tabState`.country='%s' " % self.doc.country)])
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# Get item detail (will be removed later)
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#=======================================
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def get_item_detail(self,item_code):
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it=sql("select item_name,brand,item_group,description,stock_uom from `tabItem` where name='%s'"%item_code)
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if it:
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ret = {
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'item_name' : it and it[0][0] or '',
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'brand' : it and it[0][1] or '',
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'item_group' : it and it[0][2] or '',
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'description': it and it[0][3] or '',
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'uom' : it and it[0][4] or ''
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}
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return cstr(ret)
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def validate(self):
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import string
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# Get Address
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# ======================================================================
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#if (self.doc.address_line1) or (self.doc.address_line2) or (self.doc.city) or (self.doc.state) or (self.doc.country) or (self.doc.pincode):
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# address =["address_line1", "address_line2", "city", "state", "country", "pincode"]
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# comp_address=''
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# for d in address:
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# if self.doc.fields[d]:
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# comp_address += self.doc.fields[d] + "\n"
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# if self.doc.website:
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# comp_address += "Website : "+ self.doc.website
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# self.doc.address = comp_address
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if self.doc.status == 'Lead Lost' and not self.doc.order_lost_reason:
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msgprint("Please Enter Order Lost Reason")
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raise Exception
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if self.doc.source == 'Campaign' and not self.doc.campaign_name and session['user'] != 'Guest':
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msgprint("Please specify campaign name")
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raise Exception
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if self.doc.email_id:
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if not validate_email_add(self.doc.email_id):
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msgprint('Please enter valid email id.')
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raise Exception
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if not self.doc.naming_series:
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if session['user'] == 'Guest':
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so = sql("select options from `tabDocField` where parent = 'Lead' and fieldname = 'naming_series'")
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#so = sql("select series_options from `tabNaming Series Options` where doc_type='Lead'")
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if so:
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sr = so[0][0].split("\n")
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set(self.doc, 'naming_series', sr[0])
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else:
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msgprint("Please specify naming series")
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raise Exception
|
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def on_update(self):
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# Add to calendar
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# ========================================================================
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if self.doc.contact_by:
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self.add_calendar_event()
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if session['user'] == 'Guest':
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if self.doc.email_id:
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self.send_email_notification()
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if not self.doc.naming_series:
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if session['user'] == 'Guest':
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#so = sql("select series_options from `tabNaming Series Options` where doc_type='Lead'")
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so = sql("select options from `tabDocField` where parent = 'Lead' and fieldname = 'naming_series'")
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if so:
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sr = so[0][0].split("\n")
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set(self.doc, 'naming_series', sr[0])
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else:
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msgprint("Please specify naming series")
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raise Exception
|
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|
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def send_email_notification(self):
|
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if not validate_email_add(self.doc.email_id.strip(' ')):
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msgprint('error:%s is not a valid email id' % self.doc.email_id.strip(' '))
|
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raise Exception
|
||||
else:
|
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subject = 'Thank you for interest in erpnext'
|
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|
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sendmail([self.doc.email_id.strip(' ')], sender = sender_email[0][0], subject = subject , parts = [['text/html', self.get_notification_msg()]])
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#sendmail(cc_list, sender = sender_email[0][0], subject = subject , parts = [['text/html', message]],attach=attach_list)
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msgprint("Mail Sent")
|
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|
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def get_notification_msg(self):
|
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t = """
|
||||
<html>
|
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<body>
|
||||
Dear %s,<br><br>
|
||||
|
||||
Thank you for contacting us.<br><br>
|
||||
|
||||
You have left following message for us,<br>
|
||||
%s
|
||||
<br><br>
|
||||
|
||||
You will receive reply on this shortly.<br><br>
|
||||
|
||||
Cheers!
|
||||
</body>
|
||||
</html>
|
||||
""" % (self.doc.lead_name, self.doc.remark)
|
||||
|
||||
return t
|
||||
|
||||
# Add to Calendar
|
||||
# ===========================================================================
|
||||
def add_calendar_event(self):
|
||||
# delete any earlier event by this lead
|
||||
sql("delete from tabEvent where ref_type='Lead' and ref_name=%s", self.doc.name)
|
||||
|
||||
in_calendar_of = self.doc.lead_owner
|
||||
|
||||
# get profile (id) if exists for contact_by
|
||||
email_id = webnotes.conn.get_value('Sales Person', self.doc.contact_by, 'email_id')
|
||||
if webnotes.conn.exists('Profile', email_id):
|
||||
in_calendar_of = email_id
|
||||
|
||||
ev = Document('Event')
|
||||
ev.owner = in_calendar_of
|
||||
ev.description = 'Contact ' + cstr(self.doc.lead_name) + '.By : ' + cstr(self.doc.contact_by) + '.To Discuss : ' + cstr(self.doc.to_discuss)
|
||||
ev.event_date = self.doc.contact_date
|
||||
ev.event_hour = '10:00'
|
||||
ev.event_type = 'Private'
|
||||
ev.ref_type = 'Lead'
|
||||
ev.ref_name = self.doc.name
|
||||
ev.save(1)
|
||||
|
||||
|
||||
#-----------------Email--------------------------------------------
|
||||
def send_emails(self, email=[], subject='', message=''):
|
||||
if email:
|
||||
sendmail(email, sender = webnotes.user.name, subject = subject , parts = [['text/html', message]])
|
||||
msgprint("Mail Sent")
|
||||
self.add_in_follow_up(message,'Email')
|
||||
|
||||
#-------------------------Checking Sent Mails Details----------------------------------------------
|
||||
def send_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_id:
|
||||
msgprint("Recipient not specified. Please add email id of lead in 'Email id' field provided in 'Contact Info' section.")
|
||||
raise Exception
|
||||
else :
|
||||
self.send_emails([self.doc.email_id.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 or not self.doc.mobile_no:
|
||||
msgprint("Please enter mobile number in Basic Info Section and message in SMS Section ")
|
||||
raise Exception
|
||||
else:
|
||||
receiver_list = []
|
||||
if self.doc.mobile_no:
|
||||
receiver_list.append(self.doc.mobile_no)
|
||||
for d in getlist(self.doclist,'lead_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')
|
||||
1840
crm/doctype/lead/lead.txt
Normal file
1840
crm/doctype/lead/lead.txt
Normal file
File diff suppressed because it is too large
Load Diff
Reference in New Issue
Block a user