mirror of
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restructured erpnext and deleted unwanted
This commit is contained in:
nabinhait
0
selling/doctype/quotation/__init__.py
Normal file
0
selling/doctype/quotation/__init__.py
Normal file
310
selling/doctype/quotation/quotation.js
Normal file
310
selling/doctype/quotation/quotation.js
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@@ -0,0 +1,310 @@
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// Module CRM
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cur_frm.cscript.tname = "Quotation Detail";
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cur_frm.cscript.fname = "quotation_details";
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cur_frm.cscript.other_fname = "other_charges";
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cur_frm.cscript.sales_team_fname = "sales_team";
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// =====================================================================================
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$import(Sales Common)
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$import(Other Charges)
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$import(SMS Control)
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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.quotation_to) 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.price_list_name) set_multiple(cdt,cdn,{price_list_name:sys_defaults.price_list_name});
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if(!doc.status) set_multiple(cdt,cdn,{status:'Draft'});
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if(!doc.transaction_date) set_multiple(cdt,cdn,{transaction_date:get_today()});
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if(!doc.conversion_rate) set_multiple(cdt,cdn,{conversion_rate:'1.00'});
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if(!doc.currency && sys_defaults.currency) set_multiple(cdt,cdn,{currency:sys_defaults.currency});
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//if(!doc.price_list_name && sys_defaults.price_list_name) set_multiple(cdt,cdn,{price_list_name:sys_defaults.price_list_name});
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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.quotation_to) {
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if(doc.quotation_to == 'Customer') {
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hide_field(['lead', 'lead_name']);
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}
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else if (doc.quotation_to == '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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}
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cur_frm.cscript.onload_post_render = function(doc, dt, dn) {
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// load default charges
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if(doc.__islocal && !getchildren('RV Tax Detail', doc.name, 'other_charges', doc.doctype).length)
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cur_frm.cscript.load_taxes(doc, cdt, cdn);
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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.lead_cust_show = function(doc,cdt,cdn){
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if(doc.quotation_to == '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.quotation_to == '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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//refresh_many(['lead','customer']);
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}
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//================ hide - unhide fields on basis of quotation to either lead or customer ===============================
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cur_frm.cscript.quotation_to = function(doc,cdt,cdn){
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cur_frm.cscript.lead_cust_show(doc,cdt,cdn);
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//doc.customer_address = doc.territory = doc.contact_no = doc.email_id = "";
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//refresh_many(['territory','customer_address','contact_no','email_id']);
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//doc.address_display = doc.contact_display = "";
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//refresh_many(['address_display','contact_display']);
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}
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// REFRESH
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// ===================================================================================
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cur_frm.cscript.refresh = function(doc, cdt, cdn) {
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cur_frm.clear_custom_buttons();
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if(doc.docstatus == 1 && doc.status!='Order Lost') {
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cur_frm.add_custom_button('Make Sales Order', cur_frm.cscript['Make Sales Order']);
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cur_frm.add_custom_button('Set as Lost', cur_frm.cscript['Declare Order 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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if (!doc.docstatus) hide_field(['Update Follow up']);
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else unhide_field(['Update Follow up']);
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//cur_frm.cscript.lead_cust_show(doc,cdt,cdn);
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}
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// ============== Lead and its Details ============================
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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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// DOCTYPE TRIGGERS
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// ====================================================================================
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/*
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// ***************** Get Contact Person based on customer selected *****************
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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, `tabContact`.email_id FROM `tabContact` WHERE `tabContact`.is_customer = 1 AND `tabContact`.docstatus != 2 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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//customer
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cur_frm.cscript.customer = function(doc,dt,dn) {
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var callback = function(r,rt) {
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var doc = locals[cur_frm.doctype][cur_frm.docname];
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cur_frm.refresh();
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}
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if(doc.customer) $c_obj(make_doclist(doc.doctype, doc.name), 'get_default_customer_address', '', callback);
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if(doc.customer) unhide_field(['customer_address','contact_person','customer_name','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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// =====================================================================================
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cur_frm.fields_dict['enq_no'].get_query = function(doc,cdt,cdn){
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var cond='';
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var cond1='';
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if(doc.order_type) cond = 'ifnull(`tabEnquiry`.enquiry_type, "") = "'+doc.order_type+'" AND';
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if(doc.customer) cond1 = '`tabEnquiry`.customer = "'+doc.customer+'" AND';
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else if(doc.lead) cond1 = '`tabEnquiry`.lead = "'+doc.lead+'" AND';
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return repl('SELECT `tabEnquiry`.`name` FROM `tabEnquiry` WHERE `tabEnquiry`.`docstatus` = 1 AND `tabEnquiry`.status = "Submitted" AND %(cond)s %(cond1)s `tabEnquiry`.`name` LIKE "%s" ORDER BY `tabEnquiry`.`name` ASC LIMIT 50', {cond:cond, cond1:cond1});
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}
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// Make Sales Order
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// =====================================================================================
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cur_frm.cscript['Make Sales Order'] = function() {
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var doc = cur_frm.doc;
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if (doc.docstatus == 1) {
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var n = createLocal("Sales Order");
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$c('dt_map', args={
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'docs':compress_doclist([locals["Sales Order"][n]]),
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'from_doctype':'Quotation',
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'to_doctype':'Sales Order',
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'from_docname':doc.name,
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'from_to_list':"[['Quotation', 'Sales Order'], ['Quotation Detail', 'Sales Order Detail'],['RV Tax Detail','RV Tax Detail'], ['Sales Team', 'Sales Team'], ['TC Detail', 'TC Detail']]"
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}, function(r,rt) {
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loaddoc("Sales Order", n);
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});
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}
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}
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//pull enquiry details
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cur_frm.cscript['Pull Enquiry Detail'] = function(doc,cdt,cdn){
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var callback = function(r,rt){
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if(r.message){
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doc.quotation_to = r.message;
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if(doc.quotation_to == 'Lead') {
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unhide_field(['lead','lead_name','address_display','contact_mobile','contact_email','territory']);
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}
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else if(doc.quotation_to == 'Customer') {
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unhide_field(['customer','customer_address','contact_person','address_display','contact_display','contact_mobile','contact_email','territory','customer_group']);
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}
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refresh_many(['quotation_details','quotation_to','customer','customer_address','contact_person','lead','lead_name','address_display','contact_display','contact_mobile','contact_email','territory','customer_group','order_type']);
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}
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}
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$c_obj(make_doclist(doc.doctype, doc.name),'pull_enq_details','',callback);
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}
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//update follow up
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//=================================================================================
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cur_frm.cscript['Update Follow up'] = function(doc){
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$c_obj(make_doclist(doc.doctype, doc.name),'update_followup_details','',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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// declare order lost
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//-------------------------
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cur_frm.cscript['Declare Order Lost'] = function(){
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var qtn_lost_dialog;
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set_qtn_lost_dialog = function(doc,cdt,cdn){
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qtn_lost_dialog = new Dialog(400,400,'Add Quotation Lost Reason');
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qtn_lost_dialog.make_body([
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['HTML', 'Message', '<div class="comment">Please add quotation lost reason</div>'],
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['Text', 'Quotation Lost Reason'],
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['HTML', 'Response', '<div class = "comment" id="update_quotation_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(qtn_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(){ qtn_lost_dialog.add(); }
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var add_reason_btn2 = $a($i(qtn_lost_dialog.widgets['Add Reason']), 'button', 'button');
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add_reason_btn2.innerHTML = 'Cancel';
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$y(add_reason_btn2,{marginLeft:'4px'});
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add_reason_btn2.onclick = function(){ qtn_lost_dialog.hide();}
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qtn_lost_dialog.onshow = function() {
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qtn_lost_dialog.widgets['Quotation Lost Reason'].value = '';
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$i('update_quotation_dialog_response').innerHTML = '';
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}
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qtn_lost_dialog.add = function() {
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// sending...
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$i('update_quotation_dialog_response').innerHTML = 'Processing...';
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var arg = strip(qtn_lost_dialog.widgets['Quotation Lost Reason'].value);
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var call_back = function(r,rt) {
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if(r.message == 'true'){
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$i('update_quotation_dialog_response').innerHTML = 'Done';
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qtn_lost_dialog.hide();
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}
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}
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if(arg) $c_obj(make_doclist(cur_frm.doc.doctype, cur_frm.doc.name),'declare_order_lost',arg,call_back);
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else msgprint("Please add Quotation lost reason");
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}
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}
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if(!qtn_lost_dialog){
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set_qtn_lost_dialog(doc,cdt,cdn);
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}
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qtn_lost_dialog.show();
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}
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// GET REPORT
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// ========================================================================================
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cur_frm.cscript['Get Report'] = function(doc,cdt,cdn) {
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var callback = function(report){
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report.set_filter('Sales Order Detail', 'Quotation No.',doc.name)
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report.dt.run();
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}
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loadreport('Sales Order Detail','Itemwise Sales Details', callback);
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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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//===================== Quotation to validation - either customer or lead mandatory ====================
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cur_frm.cscript.quot_to_validate = function(doc,cdt,cdn){
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if(doc.quotation_to == '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.quotation_to == '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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||||
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}
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||||
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||||
}
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//===================validation function =================================
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cur_frm.cscript.validate = function(doc,cdt,cdn){
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cur_frm.cscript.quot_to_validate(doc,cdt,cdn);
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}
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363
selling/doctype/quotation/quotation.py
Normal file
363
selling/doctype/quotation/quotation.py
Normal file
@@ -0,0 +1,363 @@
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# Please edit this list and import only required elements
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import webnotes
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||||
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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, load_json
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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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||||
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||||
set = webnotes.conn.set
|
||||
sql = webnotes.conn.sql
|
||||
get_value = webnotes.conn.get_value
|
||||
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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||||
|
||||
from utilities.transaction_base import TransactionBase
|
||||
|
||||
class DocType(TransactionBase):
|
||||
def __init__(self, doc, doclist=[]):
|
||||
self.doc = doc
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||||
self.doclist = doclist
|
||||
self.tname = 'Quotation Detail'
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||||
self.fname = 'quotation_details'
|
||||
|
||||
# Notification objects
|
||||
self.notify_obj = get_obj('Notification Control')
|
||||
|
||||
# Autoname
|
||||
# ---------
|
||||
def autoname(self):
|
||||
self.doc.name = make_autoname(self.doc.naming_series+'.#####')
|
||||
|
||||
|
||||
# DOCTYPE TRIGGER FUNCTIONS
|
||||
# ==============================================================================
|
||||
|
||||
# Pull Enquiry Details
|
||||
# --------------------
|
||||
def pull_enq_details(self):
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||||
self.doc.clear_table(self.doclist, 'quotation_details')
|
||||
get_obj('DocType Mapper', 'Enquiry-Quotation').dt_map('Enquiry', 'Quotation', self.doc.enq_no, self.doc, self.doclist, "[['Enquiry', 'Quotation'],['Enquiry Detail', 'Quotation Detail']]")
|
||||
|
||||
self.get_adj_percent()
|
||||
|
||||
return cstr(self.doc.quotation_to)
|
||||
|
||||
# Get Customer Details
|
||||
# --------------------
|
||||
#def get_customer_details(self):
|
||||
# return cstr(get_obj('Sales Common').get_customer_details(self))
|
||||
|
||||
# Get contact person details based on customer selected
|
||||
# ------------------------------------------------------
|
||||
def get_contact_details(self):
|
||||
return cstr(get_obj('Sales Common').get_contact_details(self,0))
|
||||
|
||||
# Clear Quotation Details
|
||||
# -----------------------
|
||||
def clear_quotation_details(self):
|
||||
self.doc.clear_table(self.doclist, 'quotation_details')
|
||||
|
||||
|
||||
# QUOTATION DETAILS TRIGGER FUNCTIONS
|
||||
# ================================================================================
|
||||
|
||||
# Get Item Details
|
||||
# -----------------
|
||||
def get_item_details(self, item_code):
|
||||
return get_obj('Sales Common').get_item_details(item_code, self)
|
||||
|
||||
# Re-calculates Basic Rate & amount based on Price List Selected
|
||||
# --------------------------------------------------------------
|
||||
def get_adj_percent(self, arg=''):
|
||||
get_obj('Sales Common').get_adj_percent(self)
|
||||
|
||||
|
||||
# OTHER CHARGES TRIGGER FUNCTIONS
|
||||
# ====================================================================================
|
||||
|
||||
# Get Tax rate if account type is TAX
|
||||
# -----------------------------------
|
||||
def get_rate(self,arg):
|
||||
return get_obj('Sales Common').get_rate(arg)
|
||||
|
||||
# Load Default Charges
|
||||
# ----------------------------------------------------------
|
||||
def load_default_taxes(self):
|
||||
return get_obj('Sales Common').load_default_taxes(self)
|
||||
|
||||
# Pull details from other charges master (Get Other Charges)
|
||||
# ----------------------------------------------------------
|
||||
def get_other_charges(self):
|
||||
return get_obj('Sales Common').get_other_charges(self)
|
||||
|
||||
# Get Lead Details along with its details
|
||||
# ==============================================================
|
||||
def get_lead_details1(self, name):
|
||||
details = sql("select name, lead_name, address_line1, address_line2, city, country, state, pincode, territory, contact_no, mobile_no, email_id from `tabLead` where name = '%s'" %(name), as_dict = 1)
|
||||
ret = {
|
||||
'lead_name' : details and details[0]['lead_name'] or '',
|
||||
'address_display' : (details and details[0]['address_line1']
|
||||
+ (details[0]['address_line2'] and '\n' + details[0]['address_line2'] or '') + '\n'
|
||||
+ details[0]['city']
|
||||
+ (details[0]['pincode'] and ', ' + details[0]['pincode'] or '') + '\n'
|
||||
+ (details[0]['state'] and details[0]['state']+', ' or '')
|
||||
+ details[0]['country'] + '\nTel: ' + details[0]['contact_no'] + '\n' or '-'),
|
||||
'territory' : details and details[0]['territory'] or '',
|
||||
'contact_mobile' : details and details[0]['mobile_no'] or '-',
|
||||
'contact_email' : details and details[0]['email_id'] or '-'
|
||||
}
|
||||
return cstr(ret)
|
||||
|
||||
|
||||
# GET TERMS AND CONDITIONS
|
||||
# ====================================================================================
|
||||
def get_tc_details(self):
|
||||
return get_obj('Sales Common').get_tc_details(self)
|
||||
|
||||
|
||||
# VALIDATE
|
||||
# ==============================================================================================
|
||||
|
||||
# Amendment date is necessary if document is amended
|
||||
# --------------------------------------------------
|
||||
def validate_mandatory(self):
|
||||
if self.doc.amended_from and not self.doc.amendment_date:
|
||||
msgprint("Please Enter Amendment Date")
|
||||
raise Exception
|
||||
|
||||
# Fiscal Year Validation
|
||||
# ----------------------
|
||||
def validate_fiscal_year(self):
|
||||
get_obj('Sales Common').validate_fiscal_year(self.doc.fiscal_year,self.doc.transaction_date,'Quotation Date')
|
||||
|
||||
# Does not allow same item code to be entered twice
|
||||
# -------------------------------------------------
|
||||
def validate_for_items(self):
|
||||
check_list=[]
|
||||
chk_dupl_itm = []
|
||||
for d in getlist(self.doclist,'quotation_details'):
|
||||
ch = sql("select is_stock_item from `tabItem` where name = '%s'"%d.item_code)
|
||||
if ch and ch[0][0]=='Yes':
|
||||
if cstr(d.item_code) in check_list:
|
||||
msgprint("Item %s has been entered twice." % d.item_code)
|
||||
raise Exception
|
||||
else:
|
||||
check_list.append(cstr(d.item_code))
|
||||
|
||||
if ch and ch[0][0]=='No':
|
||||
f = [cstr(d.item_code),cstr(d.description)]
|
||||
if f in chk_dupl_itm:
|
||||
msgprint("Item %s has been entered twice." % d.item_code)
|
||||
raise Exception
|
||||
else:
|
||||
chk_dupl_itm.append(f)
|
||||
|
||||
|
||||
#do not allow sales item in maintenance quotation and service item in sales quotation
|
||||
#-----------------------------------------------------------------------------------------------
|
||||
def validate_order_type(self):
|
||||
if self.doc.order_type == 'Maintenance':
|
||||
for d in getlist(self.doclist, 'quotation_details'):
|
||||
is_service_item = sql("select is_service_item from `tabItem` where name=%s", d.item_code)
|
||||
is_service_item = is_service_item and is_service_item[0][0] or 'No'
|
||||
|
||||
if is_service_item == 'No':
|
||||
msgprint("You can not select non service item "+d.item_code+" in Maintenance Quotation")
|
||||
raise Exception
|
||||
else:
|
||||
for d in getlist(self.doclist, 'quotation_details'):
|
||||
is_sales_item = sql("select is_sales_item from `tabItem` where name=%s", d.item_code)
|
||||
is_sales_item = is_sales_item and is_sales_item[0][0] or 'No'
|
||||
|
||||
if is_sales_item == 'No':
|
||||
msgprint("You can not select non sales item "+d.item_code+" in Sales Quotation")
|
||||
raise Exception
|
||||
|
||||
#--------------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)
|
||||
|
||||
|
||||
# Validate
|
||||
# --------
|
||||
def validate(self):
|
||||
self.validate_fiscal_year()
|
||||
self.validate_mandatory()
|
||||
self.set_last_contact_date()
|
||||
self.validate_order_type()
|
||||
self.validate_for_items()
|
||||
sales_com_obj = get_obj('Sales Common')
|
||||
sales_com_obj.check_active_sales_items(self)
|
||||
sales_com_obj.validate_max_discount(self,'quotation_details') #verify whether rate is not greater than max_discount
|
||||
sales_com_obj.check_conversion_rate(self)
|
||||
|
||||
# Get total in words
|
||||
dcc = TransactionBase().get_company_currency(self.doc.company)
|
||||
self.doc.in_words = sales_com_obj.get_total_in_words(dcc, self.doc.rounded_total)
|
||||
self.doc.in_words_export = sales_com_obj.get_total_in_words(self.doc.currency, self.doc.rounded_total_export)
|
||||
|
||||
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 Quotation Status
|
||||
set(self.doc, 'status', 'Draft')
|
||||
|
||||
# subject for follow
|
||||
self.doc.subject = '[%(status)s] To %(customer)s worth %(currency)s %(grand_total)s' % self.doc.fields
|
||||
|
||||
|
||||
# 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)
|
||||
|
||||
#update enquiry
|
||||
#------------------
|
||||
def update_enquiry(self, flag):
|
||||
prevdoc=''
|
||||
for d in getlist(self.doclist, 'quotation_details'):
|
||||
if d.prevdoc_docname:
|
||||
prevdoc = d.prevdoc_docname
|
||||
|
||||
if prevdoc:
|
||||
if flag == 'submit': #on submit
|
||||
sql("update `tabEnquiry` set status = 'Quotation Sent' where name = %s", prevdoc)
|
||||
elif flag == 'cancel': #on cancel
|
||||
sql("update `tabEnquiry` set status = 'Open' where name = %s", prevdoc)
|
||||
elif flag == 'order lost': #order lost
|
||||
sql("update `tabEnquiry` set status = 'Enquiry Lost' where name=%s", prevdoc)
|
||||
elif flag == 'order confirm': #order confirm
|
||||
sql("update `tabEnquiry` set status='Order Confirmed' where name=%s", prevdoc)
|
||||
|
||||
# declare as order lost
|
||||
#-------------------------
|
||||
def declare_order_lost(self,arg):
|
||||
chk = sql("select t1.name from `tabSales Order` t1, `tabSales Order Detail` t2 where t2.parent = t1.name and t1.docstatus=1 and t2.prevdoc_docname = %s",self.doc.name)
|
||||
if chk:
|
||||
msgprint("Sales Order No. "+cstr(chk[0][0])+" is submitted against this Quotation. Thus 'Order Lost' can not be declared against it.")
|
||||
raise Exception
|
||||
else:
|
||||
set(self.doc, 'status', 'Order Lost')
|
||||
set(self.doc, 'order_lost_reason', arg)
|
||||
self.update_enquiry('order lost')
|
||||
return cstr('true')
|
||||
|
||||
#check if value entered in item table
|
||||
#--------------------------------------
|
||||
def check_item_table(self):
|
||||
if not getlist(self.doclist, 'quotation_details'):
|
||||
msgprint("Please enter item details")
|
||||
raise Exception
|
||||
|
||||
# ON SUBMIT
|
||||
# =========================================================================
|
||||
def on_submit(self):
|
||||
self.check_item_table()
|
||||
if not self.doc.amended_from:
|
||||
set(self.doc, 'message', 'Quotation: '+self.doc.name+' has been sent')
|
||||
else:
|
||||
set(self.doc, 'message', 'Quotation has been amended. New Quotation no:'+self.doc.name)
|
||||
|
||||
# Check for Approving Authority
|
||||
get_obj('Authorization Control').validate_approving_authority(self.doc.doctype, self.doc.company, self.doc.grand_total, self)
|
||||
|
||||
# Set Quotation Status
|
||||
set(self.doc, 'status', 'Submitted')
|
||||
|
||||
#update enquiry status
|
||||
self.update_enquiry('submit')
|
||||
|
||||
# on submit notification
|
||||
self.notify_obj.notify_contact('Quotation', self.doc.doctype, self.doc.name, self.doc.email_id, self.doc.contact_person)
|
||||
|
||||
# ON CANCEL
|
||||
# ==========================================================================
|
||||
def on_cancel(self):
|
||||
set(self.doc, 'message', 'Quotation: '+self.doc.name+' has been cancelled')
|
||||
|
||||
#update enquiry status
|
||||
self.update_enquiry('cancel')
|
||||
|
||||
set(self.doc,'status','Cancelled')
|
||||
|
||||
|
||||
# SEND SMS
|
||||
# =============================================================================
|
||||
def send_sms(self):
|
||||
if not self.doc.customer_mobile_no:
|
||||
msgprint("Please enter customer mobile no")
|
||||
elif not self.doc.message:
|
||||
msgprint("Please enter the message you want to send")
|
||||
else:
|
||||
msgprint(get_obj("SMS Control", "SMS Control").send_sms([self.doc.contact_mobile,], self.doc.message))
|
||||
|
||||
# Print other charges
|
||||
# ===========================================================================
|
||||
def print_other_charges(self,docname):
|
||||
print_lst = []
|
||||
for d in getlist(self.doclist,'other_charges'):
|
||||
lst1 = []
|
||||
lst1.append(d.description)
|
||||
lst1.append(d.total)
|
||||
print_lst.append(lst1)
|
||||
return print_lst
|
||||
|
||||
def update_followup_details(self):
|
||||
sql("delete from `tabFollow up` where parent = '%s'"%self.doc.name)
|
||||
for d in getlist(self.doclist, 'follow_up'):
|
||||
d.save()
|
||||
1274
selling/doctype/quotation/quotation.txt
Normal file
1274
selling/doctype/quotation/quotation.txt
Normal file
File diff suppressed because it is too large
Load Diff
Reference in New Issue
Block a user