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fix: create territory doctype and added in lead/deal/organization

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This commit is contained in:
Shariq Ansari 2024-01-04 19:00:22 +05:30
parent dd6464f6ac
commit 637c9dd0e2
8 changed files with 166 additions and 4 deletions
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10
crm/fcrm/doctype/crm_deal/crm_deal.json
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@ -10,6 +10,7 @@
"organization_tab",
"organization",
"website",
"territory",
"annual_revenue",
"close_date",
"probability",
@ -208,11 +209,18 @@
"fieldtype": "Link",
"label": "Communication Status",
"options": "CRM Communication Status"
},
{
"fetch_from": "organization.territory",
"fieldname": "territory",
"fieldtype": "Data",
"label": "Territory",
"read_only": 1
}
],
"index_web_pages_for_search": 1,
"links": [],
"modified": "2023-12-28 11:40:16.934256",
"modified": "2024-01-04 18:58:55.295874",
"modified_by": "Administrator",
"module": "FCRM",
"name": "CRM Deal",

10
crm/fcrm/doctype/crm_lead/crm_lead.json
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@ -12,6 +12,7 @@
"details",
"organization",
"website",
"territory",
"industry",
"job_title",
"source",
@ -270,12 +271,19 @@
"fieldtype": "Link",
"label": "Communication Status",
"options": "CRM Communication Status"
},
{
"fetch_from": "organization.territory",
"fieldname": "territory",
"fieldtype": "Data",
"label": "Territory",
"read_only": 1
}
],
"image_field": "image",
"index_web_pages_for_search": 1,
"links": [],
"modified": "2023-12-28 11:39:47.573673",
"modified": "2024-01-04 18:58:26.603817",
"modified_by": "Administrator",
"module": "FCRM",
"name": "CRM Lead",

11
crm/fcrm/doctype/crm_organization/crm_organization.json
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@ -9,10 +9,11 @@
"field_order": [
"organization_name",
"no_of_employees",
"annual_revenue",
"organization_logo",
"column_break_pnpp",
"website",
"annual_revenue",
"territory",
"industry"
],
"fields": [
@ -53,12 +54,18 @@
"fieldtype": "Link",
"label": "Industry",
"options": "CRM Industry"
},
{
"fieldname": "territory",
"fieldtype": "Link",
"label": "Territory",
"options": "CRM Territory"
}
],
"image_field": "organization_logo",
"index_web_pages_for_search": 1,
"links": [],
"modified": "2023-11-23 13:11:37.301082",
"modified": "2024-01-04 18:57:52.519305",
"modified_by": "Administrator",
"module": "FCRM",
"name": "CRM Organization",

0
crm/fcrm/doctype/crm_territory/__init__.py Normal file
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8
crm/fcrm/doctype/crm_territory/crm_territory.js Normal file
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@ -0,0 +1,8 @@
// Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
// frappe.ui.form.on("CRM Territory", {
// refresh(frm) {
// },
// });

113
crm/fcrm/doctype/crm_territory/crm_territory.json Normal file
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@ -0,0 +1,113 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2024-01-04 18:52:58.872535",
"doctype": "DocType",
"engine": "InnoDB",
"field_order": [
"territory_name",
"column_break_mckp",
"territory_manager",
"section_break_qhaf",
"old_parent",
"parent_crm_territory",
"is_group",
"column_break_pypy",
"lft",
"rgt"
],
"fields": [
{
"fieldname": "territory_name",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Territory Name",
"reqd": 1
},
{
"default": "0",
"fieldname": "is_group",
"fieldtype": "Check",
"label": "Is Group"
},
{
"fieldname": "column_break_pypy",
"fieldtype": "Column Break"
},
{
"fieldname": "territory_manager",
"fieldtype": "Link",
"label": "Territory Manager",
"options": "User"
},
{
"fieldname": "lft",
"fieldtype": "Int",
"hidden": 1,
"label": "Left",
"no_copy": 1,
"read_only": 1
},
{
"fieldname": "rgt",
"fieldtype": "Int",
"hidden": 1,
"label": "Right",
"no_copy": 1,
"read_only": 1
},
{
"default": "0",
"fieldname": "is_group",
"fieldtype": "Check",
"label": "Is Group"
},
{
"fieldname": "old_parent",
"fieldtype": "Link",
"label": "Old Parent",
"options": "CRM Territory"
},
{
"fieldname": "parent_crm_territory",
"fieldtype": "Link",
"ignore_user_permissions": 1,
"label": "Parent CRM Territory",
"options": "CRM Territory"
},
{
"fieldname": "column_break_mckp",
"fieldtype": "Column Break"
},
{
"fieldname": "section_break_qhaf",
"fieldtype": "Section Break"
}
],
"index_web_pages_for_search": 1,
"is_tree": 1,
"links": [],
"modified": "2024-01-04 18:56:49.292276",
"modified_by": "Administrator",
"module": "FCRM",
"name": "CRM Territory",
"nsm_parent_field": "parent_crm_territory",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
}
],
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

9
crm/fcrm/doctype/crm_territory/crm_territory.py Normal file
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@ -0,0 +1,9 @@
# Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class CRMTerritory(Document):
pass

9
crm/fcrm/doctype/crm_territory/test_crm_territory.py Normal file
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@ -0,0 +1,9 @@
# Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
# import frappe
from frappe.tests.utils import FrappeTestCase
class TestCRMTerritory(FrappeTestCase):
pass