Files
erpnext/erpnext/portal/utils.py
mergify[bot] 5b4e3e92df fix: set customer details on customer creation at login (backport #53509) (#53629)
Co-authored-by: Sakthivel Murugan S <129778327+ssakthivelmurugan@users.noreply.github.com>
fix: set customer details on customer creation at login (#53509)
2026-03-19 07:11:25 +00:00

97 lines
2.7 KiB
Python

import frappe
def set_default_role(doc, method):
"""Set customer, supplier, student, guardian based on email"""
if frappe.flags.setting_role or frappe.flags.in_migrate:
return
roles = frappe.get_roles(doc.name)
contact_name = frappe.get_value("Contact", dict(email_id=doc.email))
if contact_name:
contact = frappe.get_doc("Contact", contact_name)
for link in contact.links:
frappe.flags.setting_role = True
if link.link_doctype == "Customer" and "Customer" not in roles:
doc.add_roles("Customer")
elif link.link_doctype == "Supplier" and "Supplier" not in roles:
doc.add_roles("Supplier")
def create_customer_or_supplier():
"""Based on the default Role (Customer, Supplier), create a Customer / Supplier.
Called on_session_creation hook.
"""
user = frappe.session.user
if frappe.db.get_value("User", user, "user_type") != "Website User":
return
user_roles = frappe.get_roles()
portal_settings = frappe.get_single("Portal Settings")
default_role = portal_settings.default_role
if default_role not in ["Customer", "Supplier"]:
return
# create customer / supplier if the user has that role
if portal_settings.default_role and portal_settings.default_role in user_roles:
doctype = portal_settings.default_role
else:
doctype = None
if not doctype:
return
if party_exists(doctype, user):
return
fullname = frappe.utils.get_fullname(user)
party = create_party(doctype, fullname)
alternate_doctype = "Customer" if doctype == "Supplier" else "Supplier"
if party_exists(alternate_doctype, user):
# if user is both customer and supplier, alter fullname to avoid contact name duplication
fullname += "-" + doctype
create_party_contact(doctype, fullname, user, party.name)
return party
def create_party(doctype, fullname):
party = frappe.new_doc(doctype)
# Can't set parent party as group
party.update(
{
f"{doctype.lower()}_name": fullname,
f"{doctype.lower()}_type": "Individual",
}
)
party.flags.ignore_mandatory = True
party.insert(ignore_permissions=True)
return party
def create_party_contact(doctype, fullname, user, party_name):
contact = frappe.new_doc("Contact")
contact.update({"first_name": fullname, "email_id": user})
contact.append("links", dict(link_doctype=doctype, link_name=party_name))
contact.append("email_ids", dict(email_id=user, is_primary=True))
contact.flags.ignore_mandatory = True
contact.insert(ignore_permissions=True)
def party_exists(doctype, user):
# check if contact exists against party and if it is linked to the doctype
contact_name = frappe.db.get_value("Contact", {"email_id": user})
if contact_name:
contact = frappe.get_doc("Contact", contact_name)
doctypes = [d.link_doctype for d in contact.links]
return doctype in doctypes
return False