mirror of
https://github.com/frappe/erpnext.git
synced 2026-06-03 12:19:12 +00:00
restructured erpnext and deleted unwanted
This commit is contained in:
nabinhait
0
selling/doctype/enquiry/__init__.py
Normal file
0
selling/doctype/enquiry/__init__.py
Normal file
335
selling/doctype/enquiry/enquiry.js
Normal file
335
selling/doctype/enquiry/enquiry.js
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@@ -0,0 +1,335 @@
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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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// setup fetch
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cur_frm.cscript.set_fetch();
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}
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cur_frm.cscript.onload_post_render = function(doc, cdt, cdn) {
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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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}
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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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//=================================================================================
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cur_frm.cscript['Update Follow up'] = function(doc,cdt,cdn){
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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();
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});
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}
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// Create New Quotation
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// =======================================================================================================================
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cur_frm.cscript['Create Quotation'] = function(){
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n = createLocal("Quotation");
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$c('dt_map', args={
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'docs':compress_doclist([locals["Quotation"][n]]),
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'from_doctype':'Enquiry',
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'to_doctype':'Quotation',
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'from_docname':cur_frm.docname,
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'from_to_list':"[['Enquiry', 'Quotation'],['Enquiry Detail','Quotation Detail']]"
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}
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, function(r,rt) {
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loaddoc("Quotation", n);
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}
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);
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}
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// declare enquiry lost
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//-------------------------
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cur_frm.cscript['Declare Enquiry Lost'] = function(){
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var e_lost_dialog;
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set_e_lost_dialog = function(){
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e_lost_dialog = new Dialog(400,150,'Add Enquiry Lost Reason');
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e_lost_dialog.make_body([
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['HTML', 'Message', '<div class="comment">Please add enquiry lost reason</div>'],
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['Text', 'Enquiry Lost Reason'],
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['HTML', 'Response', '<div class = "comment" id="update_enquiry_dialog_response"></div>'],
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['HTML', 'Add Reason', '<div></div>']
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]);
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var add_reason_btn1 = $a($i(e_lost_dialog.widgets['Add Reason']), 'button', 'button');
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add_reason_btn1.innerHTML = 'Add';
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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');
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add_reason_btn2.innerHTML = 'Cancel';
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$y(add_reason_btn2,{marginLeft:'4px'});
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add_reason_btn2.onclick = function(){ e_lost_dialog.hide();}
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e_lost_dialog.onshow = function() {
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e_lost_dialog.widgets['Enquiry Lost Reason'].value = '';
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$i('update_enquiry_dialog_response').innerHTML = '';
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}
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e_lost_dialog.add = function() {
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// sending...
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$i('update_enquiry_dialog_response').innerHTML = 'Processing...';
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var arg = strip(e_lost_dialog.widgets['Enquiry Lost Reason'].value);
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var call_back = function(r,rt) {
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if(r.message == 'true'){
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$i('update_enquiry_dialog_response').innerHTML = 'Done';
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e_lost_dialog.hide();
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}
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}
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if(arg) {
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$c_obj(make_doclist(cur_frm.doc.doctype, cur_frm.doc.name),'declare_enquiry_lost',arg,call_back);
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}
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else{
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msgprint("Please add enquiry lost reason");
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}
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}
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}
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if(!e_lost_dialog){
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set_e_lost_dialog();
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}
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e_lost_dialog.show();
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}
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//get query select Territory
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//=======================================================================================================================
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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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//===================== Enquiry From validation - either customer or lead is mandatory =====================================
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cur_frm.cscript.enq_frm_validate = function(doc,cdt,cdn){
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if(doc.enquiry_from == 'Lead'){
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if(!doc.lead){
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alert("Lead is mandatory.");
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validated = false;
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}
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}
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else if(doc.enquiry_from == 'Customer'){
|
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if(!doc.customer){
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alert("Customer is mandatory.");
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validated = false;
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}
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else if(!doc.contact_person){
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alert("Contact Person is mandatory.");
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validated = false;
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}
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else if(!doc.customer_group){
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alert("Customer Group is mandatory.");
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validated = false;
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||||
}
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||||
}
|
||||
}
|
||||
*/
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|
||||
//===================validation function ==============================================================================
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||||
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||||
cur_frm.cscript.validate = function(doc,cdt,cdn){
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//cur_frm.cscript.enq_frm_validate(doc,cdt,cdn);
|
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}
|
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335
selling/doctype/enquiry/enquiry.py
Normal file
335
selling/doctype/enquiry/enquiry.py
Normal file
@@ -0,0 +1,335 @@
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# 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
|
||||
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||||
# -----------------------------------------------------------------------------------------
|
||||
|
||||
from utilities.transaction_base import TransactionBase
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||||
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||||
class DocType(TransactionBase):
|
||||
def __init__(self,doc,doclist=[]):
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||||
self.doc = doc
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||||
self.doclist = doclist
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||||
self.fname = 'enq_details'
|
||||
self.tname = 'Enquiry Detail'
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||||
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||||
# Autoname
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||||
# ====================================================================================================================
|
||||
def autoname(self):
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||||
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')
|
||||
657
selling/doctype/enquiry/enquiry.txt
Normal file
657
selling/doctype/enquiry/enquiry.txt
Normal file
@@ -0,0 +1,657 @@
|
||||
# DocType, Enquiry
|
||||
[
|
||||
|
||||
# These values are common in all dictionaries
|
||||
{
|
||||
'creation': '2010-08-08 17:09:00',
|
||||
'docstatus': 0,
|
||||
'modified': '2011-05-12 18:27:46',
|
||||
'modified_by': 'Administrator',
|
||||
'owner': 'Administrator'
|
||||
},
|
||||
|
||||
# These values are common for all DocType
|
||||
{
|
||||
'_last_update': '1305205067',
|
||||
'colour': 'White:FFF',
|
||||
'doctype': 'DocType',
|
||||
'document_type': 'Transaction',
|
||||
'module': 'Selling',
|
||||
'name': '__common__',
|
||||
'search_fields': 'status,transaction_date,customer,lead,enquiry_type,territory,company',
|
||||
'section_style': 'Tabbed',
|
||||
'server_code_error': ' ',
|
||||
'show_in_menu': 0,
|
||||
'subject': 'To %(customer_name)s%(lead_name)s on %(transaction_date)s',
|
||||
'version': 586
|
||||
},
|
||||
|
||||
# These values are common for all DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'name': '__common__',
|
||||
'parent': 'Enquiry',
|
||||
'parentfield': 'fields',
|
||||
'parenttype': 'DocType'
|
||||
},
|
||||
|
||||
# These values are common for all DocPerm
|
||||
{
|
||||
'doctype': 'DocPerm',
|
||||
'name': '__common__',
|
||||
'parent': 'Enquiry',
|
||||
'parentfield': 'permissions',
|
||||
'parenttype': 'DocType',
|
||||
'read': 1
|
||||
},
|
||||
|
||||
# DocType, Enquiry
|
||||
{
|
||||
'doctype': 'DocType',
|
||||
'name': 'Enquiry'
|
||||
},
|
||||
|
||||
# DocPerm
|
||||
{
|
||||
'amend': 0,
|
||||
'cancel': 0,
|
||||
'create': 0,
|
||||
'doctype': 'DocPerm',
|
||||
'idx': 1,
|
||||
'permlevel': 1,
|
||||
'role': 'Sales Manager',
|
||||
'submit': 0,
|
||||
'write': 0
|
||||
},
|
||||
|
||||
# DocPerm
|
||||
{
|
||||
'amend': 1,
|
||||
'cancel': 1,
|
||||
'create': 1,
|
||||
'doctype': 'DocPerm',
|
||||
'idx': 2,
|
||||
'permlevel': 0,
|
||||
'role': 'System Manager',
|
||||
'submit': 1,
|
||||
'write': 1
|
||||
},
|
||||
|
||||
# DocPerm
|
||||
{
|
||||
'doctype': 'DocPerm',
|
||||
'idx': 3,
|
||||
'permlevel': 1,
|
||||
'role': 'System Manager'
|
||||
},
|
||||
|
||||
# DocPerm
|
||||
{
|
||||
'amend': 1,
|
||||
'cancel': 1,
|
||||
'create': 1,
|
||||
'doctype': 'DocPerm',
|
||||
'idx': 4,
|
||||
'permlevel': 0,
|
||||
'role': 'Sales User',
|
||||
'submit': 1,
|
||||
'write': 1
|
||||
},
|
||||
|
||||
# DocPerm
|
||||
{
|
||||
'amend': 0,
|
||||
'cancel': 0,
|
||||
'create': 0,
|
||||
'doctype': 'DocPerm',
|
||||
'idx': 5,
|
||||
'permlevel': 1,
|
||||
'role': 'Sales User',
|
||||
'submit': 0,
|
||||
'write': 0
|
||||
},
|
||||
|
||||
# DocPerm
|
||||
{
|
||||
'amend': 1,
|
||||
'cancel': 1,
|
||||
'create': 1,
|
||||
'doctype': 'DocPerm',
|
||||
'idx': 6,
|
||||
'permlevel': 0,
|
||||
'role': 'Sales Manager',
|
||||
'submit': 1,
|
||||
'write': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': 'Enter customer enquiry for which you might raise a quotation in future',
|
||||
'doctype': 'DocField',
|
||||
'fieldtype': 'Section Break',
|
||||
'idx': 1,
|
||||
'label': 'Basic Info',
|
||||
'oldfieldtype': 'Section Break',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': 'To manage multiple series please go to Setup > Manage Series',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'naming_series',
|
||||
'fieldtype': 'Select',
|
||||
'idx': 2,
|
||||
'label': 'Series',
|
||||
'no_copy': 1,
|
||||
'oldfieldname': 'naming_series',
|
||||
'oldfieldtype': 'Select',
|
||||
'options': 'ENQUIRY\nENQ',
|
||||
'permlevel': 0,
|
||||
'reqd': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'enquiry_from',
|
||||
'fieldtype': 'Select',
|
||||
'idx': 3,
|
||||
'label': 'Enquiry From',
|
||||
'oldfieldname': 'enquiry_from',
|
||||
'oldfieldtype': 'Select',
|
||||
'options': '\nLead\nCustomer',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'report_hide': 0,
|
||||
'reqd': 1,
|
||||
'trigger': 'Client'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'customer',
|
||||
'fieldtype': 'Link',
|
||||
'hidden': 0,
|
||||
'idx': 4,
|
||||
'in_filter': 1,
|
||||
'label': 'Customer',
|
||||
'oldfieldname': 'customer',
|
||||
'oldfieldtype': 'Link',
|
||||
'options': 'Customer',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'reqd': 0,
|
||||
'search_index': 0,
|
||||
'trigger': 'Client'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'customer_address',
|
||||
'fieldtype': 'Link',
|
||||
'idx': 5,
|
||||
'in_filter': 1,
|
||||
'label': 'Customer Address',
|
||||
'options': 'Address',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'trigger': 'Client'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'contact_person',
|
||||
'fieldtype': 'Link',
|
||||
'idx': 6,
|
||||
'in_filter': 1,
|
||||
'label': 'Contact Person',
|
||||
'options': 'Contact',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'trigger': 'Client'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'customer_name',
|
||||
'fieldtype': 'Data',
|
||||
'idx': 7,
|
||||
'label': 'Customer Name',
|
||||
'permlevel': 1,
|
||||
'print_hide': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'lead',
|
||||
'fieldtype': 'Link',
|
||||
'hidden': 0,
|
||||
'idx': 8,
|
||||
'in_filter': 1,
|
||||
'label': 'Lead',
|
||||
'oldfieldname': 'lead',
|
||||
'oldfieldtype': 'Link',
|
||||
'options': 'Lead',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'trigger': 'Client'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'lead_name',
|
||||
'fieldtype': 'Data',
|
||||
'hidden': 0,
|
||||
'idx': 9,
|
||||
'label': 'Name',
|
||||
'oldfieldname': 'lead_name',
|
||||
'oldfieldtype': 'Data',
|
||||
'permlevel': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'address_display',
|
||||
'fieldtype': 'Small Text',
|
||||
'hidden': 0,
|
||||
'idx': 10,
|
||||
'label': 'Address',
|
||||
'oldfieldname': 'address',
|
||||
'oldfieldtype': 'Small Text',
|
||||
'permlevel': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'contact_display',
|
||||
'fieldtype': 'Small Text',
|
||||
'idx': 11,
|
||||
'label': 'Contact',
|
||||
'permlevel': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'contact_mobile',
|
||||
'fieldtype': 'Text',
|
||||
'idx': 12,
|
||||
'label': 'Contact Mobile No',
|
||||
'permlevel': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'contact_email',
|
||||
'fieldtype': 'Text',
|
||||
'idx': 13,
|
||||
'label': 'Contact Email',
|
||||
'permlevel': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldtype': 'Column Break',
|
||||
'idx': 14,
|
||||
'oldfieldtype': 'Column Break',
|
||||
'permlevel': 0,
|
||||
'width': '50%'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'default': 'Today',
|
||||
'description': 'The date at which current entry is made in system.',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'transaction_date',
|
||||
'fieldtype': 'Date',
|
||||
'idx': 15,
|
||||
'label': 'Enquiry Date',
|
||||
'oldfieldname': 'transaction_date',
|
||||
'oldfieldtype': 'Date',
|
||||
'permlevel': 0,
|
||||
'reqd': 1,
|
||||
'width': '50px'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'enquiry_type',
|
||||
'fieldtype': 'Select',
|
||||
'idx': 16,
|
||||
'label': 'Enquiry Type',
|
||||
'oldfieldname': 'enquiry_type',
|
||||
'oldfieldtype': 'Select',
|
||||
'options': '\nSales\nMaintenance',
|
||||
'permlevel': 0,
|
||||
'reqd': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'default': 'Draft',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'status',
|
||||
'fieldtype': 'Select',
|
||||
'idx': 17,
|
||||
'label': 'Status',
|
||||
'no_copy': 1,
|
||||
'oldfieldname': 'status',
|
||||
'oldfieldtype': 'Select',
|
||||
'options': '\nDraft\nSubmitted\nQuotation Sent\nOrder Confirmed\nEnquiry Lost\nCancelled',
|
||||
'permlevel': 1,
|
||||
'reqd': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'amended_from',
|
||||
'fieldtype': 'Data',
|
||||
'idx': 18,
|
||||
'label': 'Amended From',
|
||||
'no_copy': 1,
|
||||
'oldfieldname': 'amended_from',
|
||||
'oldfieldtype': 'Data',
|
||||
'permlevel': 1,
|
||||
'print_hide': 1,
|
||||
'width': '150px'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'amendment_date',
|
||||
'fieldtype': 'Date',
|
||||
'idx': 19,
|
||||
'label': 'Amendment Date',
|
||||
'no_copy': 1,
|
||||
'oldfieldname': 'amendment_date',
|
||||
'oldfieldtype': 'Date',
|
||||
'permlevel': 1,
|
||||
'print_hide': 1,
|
||||
'width': '150px'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': '<a href="javascript:cur_frm.cscript.TerritoryHelp();">To Manage Territory, click here</a>',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'territory',
|
||||
'fieldtype': 'Link',
|
||||
'idx': 20,
|
||||
'in_filter': 1,
|
||||
'label': 'Territory',
|
||||
'options': 'Territory',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'reqd': 1,
|
||||
'search_index': 1,
|
||||
'trigger': 'Client'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': '<a href="javascript:cur_frm.cscript.CGHelp();">To Manage Customer Groups, click here</a>',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'customer_group',
|
||||
'fieldtype': 'Link',
|
||||
'hidden': 0,
|
||||
'idx': 21,
|
||||
'in_filter': 1,
|
||||
'label': 'Customer Group',
|
||||
'oldfieldname': 'customer_group',
|
||||
'oldfieldtype': 'Link',
|
||||
'options': 'Customer Group',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'reqd': 0,
|
||||
'search_index': 1,
|
||||
'trigger': 'Client'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'doctype': 'DocField',
|
||||
'fieldtype': 'Section Break',
|
||||
'idx': 22,
|
||||
'label': 'Items',
|
||||
'oldfieldtype': 'Section Break',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': "Items which do not exist in Item master can also be entered on customer's request",
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'enquiry_details',
|
||||
'fieldtype': 'Table',
|
||||
'idx': 23,
|
||||
'label': 'Enquiry Details',
|
||||
'oldfieldname': 'enquiry_details',
|
||||
'oldfieldtype': 'Table',
|
||||
'options': 'Enquiry Detail',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': 'Filing in Additional Information about the Enquiry will help you analyze your data better.',
|
||||
'doctype': 'DocField',
|
||||
'fieldtype': 'Section Break',
|
||||
'idx': 24,
|
||||
'label': 'More Info',
|
||||
'oldfieldtype': 'Section Break',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldtype': 'Column Break',
|
||||
'idx': 25,
|
||||
'oldfieldtype': 'Column Break',
|
||||
'permlevel': 0,
|
||||
'width': '50%'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'company',
|
||||
'fieldtype': 'Link',
|
||||
'idx': 26,
|
||||
'in_filter': 1,
|
||||
'label': 'Company',
|
||||
'oldfieldname': 'company',
|
||||
'oldfieldtype': 'Link',
|
||||
'options': 'Company',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'reqd': 1,
|
||||
'search_index': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'fiscal_year',
|
||||
'fieldtype': 'Select',
|
||||
'idx': 27,
|
||||
'in_filter': 1,
|
||||
'label': 'Fiscal Year',
|
||||
'oldfieldname': 'fiscal_year',
|
||||
'oldfieldtype': 'Select',
|
||||
'options': 'link:Fiscal Year',
|
||||
'permlevel': 0,
|
||||
'print_hide': 1,
|
||||
'reqd': 1,
|
||||
'search_index': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'source',
|
||||
'fieldtype': 'Select',
|
||||
'idx': 28,
|
||||
'label': 'Source',
|
||||
'oldfieldname': 'source',
|
||||
'oldfieldtype': 'Select',
|
||||
'options': "\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign\nWalk In",
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': 'Enter name of campaign if source of enquiry is campaign',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'campaign',
|
||||
'fieldtype': 'Link',
|
||||
'idx': 29,
|
||||
'label': 'Campaign',
|
||||
'oldfieldname': 'campaign',
|
||||
'oldfieldtype': 'Link',
|
||||
'options': 'Campaign',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'depends_on': 'eval:!doc.__islocal',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'order_lost_reason',
|
||||
'fieldtype': 'Small Text',
|
||||
'idx': 30,
|
||||
'label': 'Order Lost Reason',
|
||||
'no_copy': 1,
|
||||
'oldfieldname': 'order_lost_reason',
|
||||
'oldfieldtype': 'Small Text',
|
||||
'permlevel': 1,
|
||||
'report_hide': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldtype': 'Column Break',
|
||||
'idx': 31,
|
||||
'oldfieldtype': 'Column Break',
|
||||
'permlevel': 0,
|
||||
'width': '50%'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': 'Your sales person who will contact the customer in future',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'contact_by',
|
||||
'fieldtype': 'Link',
|
||||
'idx': 32,
|
||||
'in_filter': 1,
|
||||
'label': 'Next Contact By',
|
||||
'oldfieldname': 'contact_by',
|
||||
'oldfieldtype': 'Link',
|
||||
'options': 'Profile',
|
||||
'permlevel': 0,
|
||||
'width': '75px'
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': 'Your sales person will get a reminder on this date to contact the customer',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'contact_date',
|
||||
'fieldtype': 'Date',
|
||||
'idx': 33,
|
||||
'label': 'Next Contact Date',
|
||||
'oldfieldname': 'contact_date',
|
||||
'oldfieldtype': 'Date',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'allow_on_submit': 0,
|
||||
'colour': 'White:FFF',
|
||||
'depends_on': 'eval:!doc.__islocal',
|
||||
'description': 'Date on which the lead was last contacted',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'last_contact_date',
|
||||
'fieldtype': 'Date',
|
||||
'idx': 34,
|
||||
'label': 'Last Contact Date',
|
||||
'no_copy': 1,
|
||||
'oldfieldname': 'last_contact_date',
|
||||
'oldfieldtype': 'Date',
|
||||
'permlevel': 1,
|
||||
'print_hide': 1
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'to_discuss',
|
||||
'fieldtype': 'Small Text',
|
||||
'idx': 35,
|
||||
'label': 'To Discuss',
|
||||
'no_copy': 1,
|
||||
'oldfieldname': 'to_discuss',
|
||||
'oldfieldtype': 'Small Text',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'colour': 'White:FFF',
|
||||
'description': 'Keep a track of communication related to this enquiry which will help for future reference.',
|
||||
'doctype': 'DocField',
|
||||
'fieldtype': 'Section Break',
|
||||
'idx': 36,
|
||||
'label': 'Communication History',
|
||||
'oldfieldtype': 'Section Break',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'allow_on_submit': 1,
|
||||
'colour': 'White:FFF',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'follow_up',
|
||||
'fieldtype': 'Table',
|
||||
'idx': 37,
|
||||
'label': 'Follow Up',
|
||||
'oldfieldname': 'follow_up',
|
||||
'oldfieldtype': 'Table',
|
||||
'options': 'Follow up',
|
||||
'permlevel': 0
|
||||
}
|
||||
]
|
||||
Reference in New Issue
Block a user