patch: added patch to update deal status type

This commit is contained in:
Shariq Ansari 2025-07-11 16:16:40 +05:30
parent efc5dd93e9
commit 4e6d4a1d77
2 changed files with 46 additions and 1 deletions

View File

@ -13,4 +13,5 @@ crm.patches.v1_0.update_deal_quick_entry_layout
crm.patches.v1_0.update_layouts_to_new_format
crm.patches.v1_0.move_twilio_agent_to_telephony_agent
crm.patches.v1_0.create_default_scripts # 13-06-2025
crm.patches.v1_0.update_deal_status_probabilities
crm.patches.v1_0.update_deal_status_probabilities
crm.patches.v1_0.update_deal_status_type

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@ -0,0 +1,44 @@
import frappe
def execute():
deal_statuses = frappe.get_all("CRM Deal Status", fields=["name", "type", "deal_status"])
openStatuses = ["New", "Open", "Unassigned", "Qualification"]
ongoingStatuses = [
"Demo/Making",
"Proposal/Quotation",
"Negotiation",
"Ready to Close",
"Demo Scheduled",
"Follow Up",
]
onHoldStatuses = ["On Hold", "Paused", "Stalled", "Awaiting Reply"]
wonStatuses = ["Won", "Closed Won", "Successful", "Completed"]
lostStatuses = [
"Lost",
"Closed",
"Closed Lost",
"Junk",
"Unqualified",
"Disqualified",
"Cancelled",
"No Response",
]
for status in deal_statuses:
if status.type is None or status.type == "":
if status.deal_status in openStatuses:
type = "Open"
elif status.deal_status in ongoingStatuses:
type = "Ongoing"
elif status.deal_status in onHoldStatuses:
type = "On Hold"
elif status.deal_status in wonStatuses:
type = "Won"
elif status.deal_status in lostStatuses:
type = "Lost"
else:
type = "Ongoing"
frappe.db.set_value("CRM Deal Status", status.name, "type", type)