fix: set org address and primary contact while creating quotation from deal
This commit is contained in:
Shariq Ansari
parent
74d516192c
commit
29b4ca5668
@ -1,22 +1,24 @@
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# Copyright (c) 2024, Frappe and contributors
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# For license information, please see license.txt
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import json
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import frappe
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from frappe import _
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from frappe.custom.doctype.property_setter.property_setter import make_property_setter
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from frappe.model.document import Document
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from frappe.frappeclient import FrappeClient
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from frappe.model.document import Document
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from frappe.utils import get_url_to_form, get_url_to_list
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import json
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class ERPNextCRMSettings(Document):
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def validate(self):
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if self.enabled:
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self.validate_if_erpnext_installed()
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self.add_quotation_to_option()
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self.create_custom_fields()
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self.create_custom_fields()
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self.create_crm_form_script()
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def validate_if_erpnext_installed(self):
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if not self.is_erpnext_in_different_site:
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if "erpnext" not in frappe.get_installed_apps():
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@ -37,6 +39,7 @@ class ERPNextCRMSettings(Document):
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def create_custom_fields(self):
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if not self.is_erpnext_in_different_site:
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from erpnext.crm.frappe_crm_api import create_custom_fields_for_frappe_crm
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create_custom_fields_for_frappe_crm()
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else:
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self.create_custom_fields_in_remote_site()
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@ -48,22 +51,24 @@ class ERPNextCRMSettings(Document):
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except Exception:
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frappe.log_error(
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frappe.get_traceback(),
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f"Error while creating custom field in the remote erpnext site: {self.erpnext_site_url}"
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f"Error while creating custom field in the remote erpnext site: {self.erpnext_site_url}",
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)
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frappe.throw("Error while creating custom field in ERPNext, check error log for more details")
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def create_crm_form_script(self):
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if not frappe.db.exists("CRM Form Script", "Create Quotation from CRM Deal"):
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script = get_crm_form_script()
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frappe.get_doc({
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"doctype": "CRM Form Script",
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"name": "Create Quotation from CRM Deal",
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"dt": "CRM Deal",
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"view": "Form",
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"script": script,
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"enabled": 1,
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"is_standard": 1
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}).insert()
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frappe.get_doc(
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{
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"doctype": "CRM Form Script",
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"name": "Create Quotation from CRM Deal",
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"dt": "CRM Deal",
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"view": "Form",
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"script": script,
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"enabled": 1,
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"is_standard": 1,
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}
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).insert()
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@frappe.whitelist()
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def reset_erpnext_form_script(self):
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@ -77,14 +82,14 @@ class ERPNextCRMSettings(Document):
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frappe.log_error(frappe.get_traceback(), "Error while resetting form script")
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return False
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def get_erpnext_site_client(erpnext_crm_settings):
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site_url = erpnext_crm_settings.erpnext_site_url
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api_key = erpnext_crm_settings.api_key
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api_secret = erpnext_crm_settings.get_password("api_secret", raise_exception=False)
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return FrappeClient(
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site_url, api_key=api_key, api_secret=api_secret
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)
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return FrappeClient(site_url, api_key=api_key, api_secret=api_secret)
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@frappe.whitelist()
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def get_customer_link(crm_deal):
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@ -107,7 +112,7 @@ def get_customer_link(crm_deal):
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except Exception:
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frappe.log_error(
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frappe.get_traceback(),
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f"Error while fetching customer in remote site: {erpnext_crm_settings.erpnext_site_url}"
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f"Error while fetching customer in remote site: {erpnext_crm_settings.erpnext_site_url}",
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)
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frappe.throw(_("Error while fetching customer in ERPNext, check error log for more details"))
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@ -118,23 +123,28 @@ def get_quotation_url(crm_deal, organization):
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if not erpnext_crm_settings.enabled:
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frappe.throw(_("ERPNext is not integrated with the CRM"))
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contact = get_contact(crm_deal)
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address = get_organization_address(organization).get("name") if organization else None
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if not erpnext_crm_settings.is_erpnext_in_different_site:
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quotation_url = get_url_to_list("Quotation")
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return f"{quotation_url}/new?quotation_to=CRM Deal&crm_deal={crm_deal}&party_name={crm_deal}&company={erpnext_crm_settings.erpnext_company}"
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return f"{quotation_url}/new?quotation_to=CRM Deal&crm_deal={crm_deal}&party_name={crm_deal}&company={erpnext_crm_settings.erpnext_company}&contact_person={contact}&customer_address={address}"
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else:
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site_url = erpnext_crm_settings.get("erpnext_site_url")
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quotation_url = f"{site_url}/app/quotation"
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prospect = create_prospect_in_remote_site(crm_deal, erpnext_crm_settings)
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return f"{quotation_url}/new?quotation_to=Prospect&crm_deal={crm_deal}&party_name={prospect}&company={erpnext_crm_settings.erpnext_company}"
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return f"{quotation_url}/new?quotation_to=Prospect&crm_deal={crm_deal}&party_name={prospect}&company={erpnext_crm_settings.erpnext_company}&contact_person={contact}&customer_address={address}"
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def create_prospect_in_remote_site(crm_deal, erpnext_crm_settings):
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try:
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client = get_erpnext_site_client(erpnext_crm_settings)
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doc = frappe.get_doc("CRM Deal", crm_deal)
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doc = frappe.get_cached_doc("CRM Deal", crm_deal)
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contacts = get_contacts(doc)
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address = get_organization_address(doc.organization)
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return client.post_api("erpnext.crm.frappe_crm_api.create_prospect_against_crm_deal",
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return client.post_api(
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"erpnext.crm.frappe_crm_api.create_prospect_against_crm_deal",
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{
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"organization": doc.organization,
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"lead_name": doc.lead_name,
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@ -147,32 +157,47 @@ def create_prospect_in_remote_site(crm_deal, erpnext_crm_settings):
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"annual_revenue": doc.annual_revenue,
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"contacts": json.dumps(contacts),
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"erpnext_company": erpnext_crm_settings.erpnext_company,
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"address": address.as_dict() if address else None
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"address": address.as_dict() if address else None,
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},
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)
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except Exception:
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frappe.log_error(
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frappe.get_traceback(),
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f"Error while creating prospect in remote site: {erpnext_crm_settings.erpnext_site_url}"
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f"Error while creating prospect in remote site: {erpnext_crm_settings.erpnext_site_url}",
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)
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frappe.throw(_("Error while creating prospect in ERPNext, check error log for more details"))
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def get_contact(crm_deal):
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doc = frappe.get_cached_doc("CRM Deal", crm_deal)
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contact = None
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for c in doc.contacts:
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if c.is_primary:
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contact = c.contact
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break
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return contact
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def get_contacts(doc):
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contacts = []
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for c in doc.contacts:
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contacts.append({
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"contact": c.contact,
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"full_name": c.full_name,
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"email": c.email,
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"mobile_no": c.mobile_no,
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"gender": c.gender,
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"is_primary": c.is_primary,
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})
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contacts.append(
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{
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"contact": c.contact,
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"full_name": c.full_name,
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"email": c.email,
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"mobile_no": c.mobile_no,
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"gender": c.gender,
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"is_primary": c.is_primary,
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}
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)
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return contacts
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def get_organization_address(organization):
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address = frappe.db.get_value("CRM Organization", organization, "address")
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address = frappe.get_doc("Address", address) if address else None
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address = frappe.get_cached_doc("Address", address) if address else None
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if not address:
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return None
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return {
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@ -188,6 +213,7 @@ def get_organization_address(organization):
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"pincode": address.pincode,
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}
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def create_customer_in_erpnext(doc, method):
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erpnext_crm_settings = frappe.get_single("ERPNext CRM Settings")
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if (
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@ -196,7 +222,7 @@ def create_customer_in_erpnext(doc, method):
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or doc.status != erpnext_crm_settings.deal_status
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):
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return
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contacts = get_contacts(doc)
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address = get_organization_address(doc.organization)
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customer = {
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@ -213,26 +239,26 @@ def create_customer_in_erpnext(doc, method):
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}
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if not erpnext_crm_settings.is_erpnext_in_different_site:
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from erpnext.crm.frappe_crm_api import create_customer
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create_customer(customer)
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else:
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create_customer_in_remote_site(customer, erpnext_crm_settings)
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frappe.publish_realtime("crm_customer_created")
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def create_customer_in_remote_site(customer, erpnext_crm_settings):
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client = get_erpnext_site_client(erpnext_crm_settings)
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try:
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client.post_api("erpnext.crm.frappe_crm_api.create_customer", customer)
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except Exception:
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frappe.log_error(
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frappe.get_traceback(),
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"Error while creating customer in remote site"
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)
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frappe.log_error(frappe.get_traceback(), "Error while creating customer in remote site")
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frappe.throw(_("Error while creating customer in ERPNext, check error log for more details"))
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@frappe.whitelist()
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def get_crm_form_script():
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return """
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return """
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async function setupForm({ doc, call, $dialog, updateField, createToast }) {
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let actions = [];
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let is_erpnext_integration_enabled = await call("frappe.client.get_single_value", {doctype: "ERPNext CRM Settings", field: "enabled"});
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