diff --git a/erpnext/selling/doctype/customer/customer.py b/erpnext/selling/doctype/customer/customer.py
index 8368fd90ee9..f4787a6ab9b 100644
--- a/erpnext/selling/doctype/customer/customer.py
+++ b/erpnext/selling/doctype/customer/customer.py
@@ -12,7 +12,6 @@ from frappe.contacts.address_and_contact import (
load_address_and_contact,
)
from frappe.model.document import Document
-from frappe.model.mapper import get_mapped_doc
from frappe.model.naming import set_name_by_naming_series, set_name_from_naming_options
from frappe.model.utils.rename_doc import update_linked_doctypes
from frappe.query_builder import CustomFunction, Field, functions
@@ -28,6 +27,15 @@ from erpnext.accounts.party import (
from erpnext.controllers.website_list_for_contact import add_role_for_portal_user
from erpnext.utilities.transaction_base import TransactionBase
+from .mapper import (
+ make_address,
+ make_contact,
+ make_opportunity,
+ make_payment_entry,
+ make_quotation,
+ parse_full_name,
+)
+
class Customer(TransactionBase):
# begin: auto-generated types
@@ -440,117 +448,6 @@ class Customer(TransactionBase):
return None
-@frappe.whitelist()
-def make_quotation(source_name: str, target_doc: str | Document | None = None):
- def set_missing_values(source, target):
- _set_missing_values(source, target)
-
- target_doc = get_mapped_doc(
- "Customer",
- source_name,
- {"Customer": {"doctype": "Quotation", "field_map": {"name": "party_name"}}},
- target_doc,
- set_missing_values,
- )
-
- target_doc.quotation_to = "Customer"
- target_doc.run_method("set_missing_values")
- target_doc.run_method("set_other_charges")
- target_doc.run_method("calculate_taxes_and_totals")
-
- price_list, currency = frappe.db.get_value(
- "Customer", {"name": source_name}, ["default_price_list", "default_currency"]
- )
- if price_list:
- target_doc.selling_price_list = price_list
- if currency:
- target_doc.currency = currency
-
- return target_doc
-
-
-@frappe.whitelist()
-def make_opportunity(source_name: str, target_doc: str | Document | None = None):
- def set_missing_values(source, target):
- _set_missing_values(source, target)
-
- target_doc = get_mapped_doc(
- "Customer",
- source_name,
- {
- "Customer": {
- "doctype": "Opportunity",
- "field_map": {
- "name": "party_name",
- "doctype": "opportunity_from",
- },
- }
- },
- target_doc,
- set_missing_values,
- )
-
- return target_doc
-
-
-@frappe.whitelist()
-def make_payment_entry(source_name: str, target_doc: str | Document | None = None):
- def set_missing_values(source, target):
- _set_missing_values(source, target)
-
- target_doc = get_mapped_doc(
- "Customer",
- source_name,
- {
- "Customer": {
- "doctype": "Payment Entry",
- "field_map": {
- "name": "party",
- },
- }
- },
- target_doc,
- set_missing_values,
- )
- target_doc.party_type = "Customer"
- target_doc.party_name = target_doc.party
-
- return target_doc
-
-
-def _set_missing_values(source, target):
- address = frappe.get_all(
- "Dynamic Link",
- {
- "link_doctype": source.doctype,
- "link_name": source.name,
- "parenttype": "Address",
- },
- ["parent"],
- limit=1,
- )
-
- contact = frappe.get_all(
- "Dynamic Link",
- {
- "link_doctype": source.doctype,
- "link_name": source.name,
- "parenttype": "Contact",
- },
- ["parent"],
- limit=1,
- )
-
- if address:
- target.customer_address = address[0].parent
-
- if contact:
- target.contact_person = contact[0].parent
- target.contact_display, target.contact_email, target.contact_mobile = frappe.get_value(
- "Contact", contact[0].parent, ["full_name", "email_id", "mobile_no"]
- )
-
-
@frappe.whitelist()
def get_loyalty_programs(doc: Document):
"""returns applicable loyalty programs for a customer"""
@@ -790,90 +687,6 @@ def get_credit_limit(customer, company):
return flt(credit_limit)
-def make_contact(args, is_primary_contact=1):
- values = {
- "doctype": "Contact",
- "is_primary_contact": is_primary_contact,
- "links": [{"link_doctype": args.get("doctype"), "link_name": args.get("name")}],
- }
-
- party_type = args.customer_type if args.doctype == "Customer" else args.supplier_type
- party_name_key = "customer_name" if args.doctype == "Customer" else "supplier_name"
-
- if party_type == "Individual":
- first, middle, last = parse_full_name(args.get(party_name_key))
- values.update(
- {
- "first_name": first,
- "middle_name": middle,
- "last_name": last,
- }
- )
- else:
- values.update(
- {
- "company_name": args.get(party_name_key),
- }
- )
-
- contact = frappe.get_doc(values)
-
- if args.get("email_id"):
- contact.add_email(args.get("email_id"), is_primary=True)
- if args.get("mobile_no"):
- contact.add_phone(args.get("mobile_no"), is_primary_mobile_no=True)
- if args.get("first_name"):
- contact.first_name = args.get("first_name")
- if args.get("last_name"):
- contact.last_name = args.get("last_name")
-
- if flags := args.get("flags"):
- contact.insert(ignore_permissions=flags.get("ignore_permissions"))
- else:
- contact.insert()
-
- return contact
-
-
-def make_address(args, is_primary_address=1, is_shipping_address=1):
- reqd_fields = []
- for field in ["city", "country"]:
- if not args.get(field):
- reqd_fields.append("" + field.title() + "")
-
- if reqd_fields:
- msg = _("Following fields are mandatory to create address:")
- frappe.throw(
- "{}
".format(msg, "\n".join(reqd_fields)),
- title=_("Missing Values Required"),
- )
-
- party_name_key = "customer_name" if args.doctype == "Customer" else "supplier_name"
-
- address = frappe.get_doc(
- {
- "doctype": "Address",
- "address_title": args.get(party_name_key),
- "address_line1": args.get("address_line1"),
- "address_line2": args.get("address_line2"),
- "city": args.get("city"),
- "state": args.get("state"),
- "pincode": args.get("pincode"),
- "country": args.get("country"),
- "is_primary_address": is_primary_address,
- "is_shipping_address": is_shipping_address,
- "links": [{"link_doctype": args.get("doctype"), "link_name": args.get("name")}],
- }
- )
-
- if flags := args.get("flags"):
- address.insert(ignore_permissions=flags.get("ignore_permissions"))
- else:
- address.insert()
-
- return address
-
-
@frappe.whitelist()
@frappe.validate_and_sanitize_search_inputs
def get_customer_primary(doctype: str, txt: str, searchfield: str, start: int, page_len: int, filters: dict):
@@ -898,13 +711,3 @@ def get_customer_primary(doctype: str, txt: str, searchfield: str, start: int, p
query = query.select(type_doctype.email_id)
return query.run()
-
-
-def parse_full_name(full_name: str) -> tuple[str, str | None, str | None]:
- """Parse full name into first name, middle name and last name"""
- names = full_name.split()
- first_name = names[0]
- middle_name = " ".join(names[1:-1]) if len(names) > 2 else None
- last_name = names[-1] if len(names) > 1 else None
-
- return first_name, middle_name, last_name
diff --git a/erpnext/selling/doctype/customer/mapper.py b/erpnext/selling/doctype/customer/mapper.py
new file mode 100644
index 00000000000..7f30aef8cc0
--- /dev/null
+++ b/erpnext/selling/doctype/customer/mapper.py
@@ -0,0 +1,212 @@
+# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+import frappe
+from frappe import _
+from frappe.model.document import Document
+from frappe.model.mapper import get_mapped_doc
+
+
+@frappe.whitelist()
+def make_quotation(source_name: str, target_doc: str | Document | None = None):
+ def set_missing_values(source, target):
+ _set_missing_values(source, target)
+
+ target_doc = get_mapped_doc(
+ "Customer",
+ source_name,
+ {"Customer": {"doctype": "Quotation", "field_map": {"name": "party_name"}}},
+ target_doc,
+ set_missing_values,
+ )
+
+ target_doc.quotation_to = "Customer"
+ target_doc.run_method("set_missing_values")
+ target_doc.run_method("set_other_charges")
+ target_doc.run_method("calculate_taxes_and_totals")
+
+ price_list, currency = frappe.db.get_value(
+ "Customer", {"name": source_name}, ["default_price_list", "default_currency"]
+ )
+ if price_list:
+ target_doc.selling_price_list = price_list
+ if currency:
+ target_doc.currency = currency
+
+ return target_doc
+
+
+@frappe.whitelist()
+def make_opportunity(source_name: str, target_doc: str | Document | None = None):
+ def set_missing_values(source, target):
+ _set_missing_values(source, target)
+
+ target_doc = get_mapped_doc(
+ "Customer",
+ source_name,
+ {
+ "Customer": {
+ "doctype": "Opportunity",
+ "field_map": {
+ "name": "party_name",
+ "doctype": "opportunity_from",
+ },
+ }
+ },
+ target_doc,
+ set_missing_values,
+ )
+
+ return target_doc
+
+
+@frappe.whitelist()
+def make_payment_entry(source_name: str, target_doc: str | Document | None = None):
+ def set_missing_values(source, target):
+ _set_missing_values(source, target)
+
+ target_doc = get_mapped_doc(
+ "Customer",
+ source_name,
+ {
+ "Customer": {
+ "doctype": "Payment Entry",
+ "field_map": {
+ "name": "party",
+ },
+ }
+ },
+ target_doc,
+ set_missing_values,
+ )
+ target_doc.party_type = "Customer"
+ target_doc.party_name = target_doc.party
+
+ return target_doc
+
+
+def _set_missing_values(source, target):
+ address = frappe.get_all(
+ "Dynamic Link",
+ {
+ "link_doctype": source.doctype,
+ "link_name": source.name,
+ "parenttype": "Address",
+ },
+ ["parent"],
+ limit=1,
+ )
+
+ contact = frappe.get_all(
+ "Dynamic Link",
+ {
+ "link_doctype": source.doctype,
+ "link_name": source.name,
+ "parenttype": "Contact",
+ },
+ ["parent"],
+ limit=1,
+ )
+
+ if address:
+ target.customer_address = address[0].parent
+
+ if contact:
+ target.contact_person = contact[0].parent
+ target.contact_display, target.contact_email, target.contact_mobile = frappe.get_value(
+ "Contact", contact[0].parent, ["full_name", "email_id", "mobile_no"]
+ )
+
+
+def make_contact(args, is_primary_contact=1):
+ values = {
+ "doctype": "Contact",
+ "is_primary_contact": is_primary_contact,
+ "links": [{"link_doctype": args.get("doctype"), "link_name": args.get("name")}],
+ }
+
+ party_type = args.customer_type if args.doctype == "Customer" else args.supplier_type
+ party_name_key = "customer_name" if args.doctype == "Customer" else "supplier_name"
+
+ if party_type == "Individual":
+ first, middle, last = parse_full_name(args.get(party_name_key))
+ values.update(
+ {
+ "first_name": first,
+ "middle_name": middle,
+ "last_name": last,
+ }
+ )
+ else:
+ values.update(
+ {
+ "company_name": args.get(party_name_key),
+ }
+ )
+
+ contact = frappe.get_doc(values)
+
+ if args.get("email_id"):
+ contact.add_email(args.get("email_id"), is_primary=True)
+ if args.get("mobile_no"):
+ contact.add_phone(args.get("mobile_no"), is_primary_mobile_no=True)
+ if args.get("first_name"):
+ contact.first_name = args.get("first_name")
+ if args.get("last_name"):
+ contact.last_name = args.get("last_name")
+
+ if flags := args.get("flags"):
+ contact.insert(ignore_permissions=flags.get("ignore_permissions"))
+ else:
+ contact.insert()
+
+ return contact
+
+
+def make_address(args, is_primary_address=1, is_shipping_address=1):
+ reqd_fields = []
+ for field in ["city", "country"]:
+ if not args.get(field):
+ reqd_fields.append("" + field.title() + "")
+
+ if reqd_fields:
+ msg = _("Following fields are mandatory to create address:")
+ frappe.throw(
+ "{}
".format(msg, "\n".join(reqd_fields)),
+ title=_("Missing Values Required"),
+ )
+
+ party_name_key = "customer_name" if args.doctype == "Customer" else "supplier_name"
+
+ address = frappe.get_doc(
+ {
+ "doctype": "Address",
+ "address_title": args.get(party_name_key),
+ "address_line1": args.get("address_line1"),
+ "address_line2": args.get("address_line2"),
+ "city": args.get("city"),
+ "state": args.get("state"),
+ "pincode": args.get("pincode"),
+ "country": args.get("country"),
+ "is_primary_address": is_primary_address,
+ "is_shipping_address": is_shipping_address,
+ "links": [{"link_doctype": args.get("doctype"), "link_name": args.get("name")}],
+ }
+ )
+
+ if flags := args.get("flags"):
+ address.insert(ignore_permissions=flags.get("ignore_permissions"))
+ else:
+ address.insert()
+
+ return address
+
+
+def parse_full_name(full_name: str) -> tuple[str, str | None, str | None]:
+ """Parse full name into first name, middle name and last name"""
+ names = full_name.split()
+ first_name = names[0]
+ middle_name = " ".join(names[1:-1]) if len(names) > 2 else None
+ last_name = names[-1] if len(names) > 1 else None
+
+ return first_name, middle_name, last_name