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[fix] connect customer to Quotation, Opportunity if created from lead, fixes #6051

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This commit is contained in:
Rushabh Mehta
2016-09-19 15:03:57 +05:30
parent cf7a36ac26
commit e35dbca01b
3 changed files with 18 additions and 2 deletions
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1
erpnext/patches.txt
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@@ -328,3 +328,4 @@ erpnext.patches.v7_0.update_conversion_factor_in_supplier_quotation_item
erpnext.patches.v7_1.move_sales_invoice_from_parent_to_child_timesheet erpnext.patches.v7_1.move_sales_invoice_from_parent_to_child_timesheet
execute:frappe.db.sql("update `tabTimesheet` ts, `tabEmployee` emp set ts.employee_name = emp.employee_name where emp.name = ts.employee and ts.employee_name is null and ts.employee is not null") execute:frappe.db.sql("update `tabTimesheet` ts, `tabEmployee` emp set ts.employee_name = emp.employee_name where emp.name = ts.employee and ts.employee_name is null and ts.employee is not null")
erpnext.patches.v7_1.update_lead_source erpnext.patches.v7_1.update_lead_source
erpnext.patches.v7_1.fix_link_for_customer_from_lead

6
erpnext/patches/v7_1/fix_link_for_customer_from_lead.py Normal file
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@@ -0,0 +1,6 @@
import frappe
def execute():
for c in frappe.db.sql('select name from tabCustomer where ifnull(lead_name,"")!=""'):
customer = frappe.get_doc('Customer', c[0])
customer.update_lead_status()

13
erpnext/selling/doctype/customer/customer.py
View File

@@ -40,14 +40,24 @@ class Customer(TransactionBase):
return self.customer_name return self.customer_name
def after_insert(self):
'''If customer created from Lead, update customer id in quotations, opportunities'''
self.update_lead_status()
def validate(self): def validate(self):
self.flags.is_new_doc = self.is_new() self.flags.is_new_doc = self.is_new()
validate_party_accounts(self) validate_party_accounts(self)
self.status = get_party_status(self) self.status = get_party_status(self)
def update_lead_status(self): def update_lead_status(self):
'''If Customer created from Lead, update lead status to "Converted"
update Customer link in Quotation, Opportunity'''
if self.lead_name: if self.lead_name:
frappe.db.sql("update `tabLead` set status='Converted' where name = %s", self.lead_name) frappe.db.set_value('Lead', self.lead_name, 'status', 'Converted', update_modified=False)
for doctype in ('Opportunity', 'Quotation'):
for d in frappe.get_all(doctype, {'lead': self.lead_name}):
frappe.db.set_value(doctype, d.name, 'customer', self.name, update_modified=False)
def update_address(self): def update_address(self):
frappe.db.sql("""update `tabAddress` set customer_name=%s, modified=NOW() frappe.db.sql("""update `tabAddress` set customer_name=%s, modified=NOW()
@@ -81,7 +91,6 @@ class Customer(TransactionBase):
def on_update(self): def on_update(self):
self.validate_name_with_customer_group() self.validate_name_with_customer_group()
self.update_lead_status()
self.update_address() self.update_address()
self.update_contact() self.update_contact()