create_prospect_against_crm_deal and create_customer read `contacts`
from form_dict (json.loads(doc.contacts) / customer_data.get("contacts")),
which arrives as a native list under JSON body mode. Use frappe.parse_json.
The Lead Details report concatenated address_line1 and address_line2 with
CONCAT_WS. An unfilled optional Data field is stored as '' on MariaDB but as
NULL on PostgreSQL; CONCAT_WS keeps the empty string (leaving a trailing
", ") on MariaDB while Postgres drops the NULL, so the same lead rendered a
different address on each engine.
Wrap both parts in NULLIF(part, '') so empty values are treated as NULL on
both engines: the report now produces the same clean address (no trailing
separator) everywhere.
set_lead_name fell through to email_id.split('@') when a lead had no name,
company or email but ignore_mandatory was set (e.g. data import), raising
AttributeError on a None email. Only derive from email when one exists; the
lead name is then left blank, as intended for that path.
auto_close_opportunity fell back to 15 days in code when the CRM Setting was
blank (and its docstring still said 7). The field already defaults to 15, so
read the value straight from CRM Settings and add a patch to backfill 15 for
existing sites that left it blank, keeping the same auto-close schedule.
Add tests for get_lead_details and the Lead <-> Prospect lifecycle: editing a
lead syncs into its Prospect Lead row, and deleting the only lead of a
prospect removes the prospect. Lead controller coverage 65% -> 74%.
Add tests for get_item_details, auto_close_opportunity (a stale Replied
opportunity is closed, a recent one is not) and the Opportunity -> Prospect
opportunity sync. Opportunity controller coverage 62% -> 80%.
declare_enquiry_lost had almost no coverage. Add tests that marking an
Opportunity as lost records the lost reasons, competitors and detailed
reason and sets status to Lost, and that it is blocked when an active
(submitted) Quotation exists.
- Fix N+1: the per-lead conversion issued 4 queries per lead (Opportunity, Quotation,
Issue, Communication). Collect the reference documents for all leads in 3 bulk
queries, then one Communication query per lead -> ~N+3 round-trips instead of 4N,
matching the original single-query-per-lead cost.
- Constrain reference_doctype in the Communication lookup (names are unique only within
a doctype), closing a latent cross-doctype name-collision gap the original also had.
Both-engine test still green.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Convert the remaining raw frappe.db.sql in the CRM module to frappe.qb / ORM so the
queries run on PostgreSQL as well as MariaDB. Faithful conversions -- no MariaDB
behaviour change:
- opportunity.py, doctype/utils.py (get_last_interaction)
- reports: campaign_efficiency, first_response_time_for_opportunity (GROUP BY on the
grouped Date(creation) + Avg -- Postgres-valid), lead_conversion_time,
prospects_engaged_but_not_converted
lead_conversion_time also keeps the IS NOT NULL communication-date guard (forward-port
of the fix already on develop). Also drops invalid backtick notation from two get_all
order_by clauses in doctype/utils.py (order_by="`creation` DESC"), which frappe's
query engine rejects -- a latent failure on both engines, surfaced by the new test.
Tests: existing opportunity suite plus new both-engine tests for the four previously
untested reports/utils. All green on MariaDB and PostgreSQL.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Address review (#56105): when there's no matching communication, first_contact is
None and date_diff(invoice_date, None) treats None as today, giving a wrong
(negative) duration. Skip the entry instead, mirroring the communication_count guard.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Address review (#56105): the IS NOT NULL guard can return no rows (the count above
filters on sender, this query on recipients), so [0][0] would raise IndexError.
Fall back to None when empty, matching the prior behaviour for that case.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Parity sweep findings in queries already merged in develop:
- pos_invoice.py: serial_no return-match matched case-sensitively on Postgres (case-insensitive
on MariaDB). Replaced the get_all or_filters lookup with a qb query that case-folds both sides
via Lower() (no-op on MariaDB).
- controllers/queries.py + pick_list.py: the Locate()-based relevance ranking in link-query
ORDER BY is case-sensitive on Postgres (Strpos) vs case-insensitive on MariaDB (Locate), so
autocomplete order differed. Lower() both arguments so the ranking matches on both engines.
- crm/lead_conversion_time.py: "first contact" used ORDER BY communication_date LIMIT 1 read by
index; a NULL date sorts first on MariaDB but last on Postgres, changing the result. Added
`communication_date IS NOT NULL` so both engines return the earliest real contact date.
Verified on MariaDB and Postgres: test_pick_list 40/40, test_pos_invoice 26/26 on both engines.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Wrap the non-aggregated, functionally-dependent column(s) in Max()/Min() (or add
them to GROUP BY) so the report's grouped query is valid under PostgreSQL's strict
GROUP BY. No behaviour change on MariaDB.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Repoint all JS method strings and Python imports for mapper functions
across 18 doctypes from the doctype module to its mapper module, and
remove the now-unused re-export shims from each doctype file (keeping
only names used internally).
