patch: added patch to update deal status type
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@ -13,4 +13,5 @@ crm.patches.v1_0.update_deal_quick_entry_layout
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crm.patches.v1_0.update_layouts_to_new_format
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crm.patches.v1_0.move_twilio_agent_to_telephony_agent
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crm.patches.v1_0.create_default_scripts # 13-06-2025
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crm.patches.v1_0.update_deal_status_probabilities
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crm.patches.v1_0.update_deal_status_probabilities
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crm.patches.v1_0.update_deal_status_type
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44
crm/patches/v1_0/update_deal_status_type.py
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crm/patches/v1_0/update_deal_status_type.py
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@ -0,0 +1,44 @@
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import frappe
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def execute():
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deal_statuses = frappe.get_all("CRM Deal Status", fields=["name", "type", "deal_status"])
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openStatuses = ["New", "Open", "Unassigned", "Qualification"]
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ongoingStatuses = [
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"Demo/Making",
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"Proposal/Quotation",
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"Negotiation",
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"Ready to Close",
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"Demo Scheduled",
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"Follow Up",
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]
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onHoldStatuses = ["On Hold", "Paused", "Stalled", "Awaiting Reply"]
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wonStatuses = ["Won", "Closed Won", "Successful", "Completed"]
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lostStatuses = [
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"Lost",
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"Closed",
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"Closed Lost",
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"Junk",
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"Unqualified",
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"Disqualified",
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"Cancelled",
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"No Response",
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]
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for status in deal_statuses:
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if status.type is None or status.type == "":
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if status.deal_status in openStatuses:
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type = "Open"
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elif status.deal_status in ongoingStatuses:
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type = "Ongoing"
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elif status.deal_status in onHoldStatuses:
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type = "On Hold"
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elif status.deal_status in wonStatuses:
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type = "Won"
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elif status.deal_status in lostStatuses:
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type = "Lost"
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else:
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type = "Ongoing"
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frappe.db.set_value("CRM Deal Status", status.name, "type", type)
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