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fix: store organization detail instead of organization as link field in lead and create organization after converting it to deal

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This commit is contained in:
Shariq Ansari 2024-01-04 21:45:57 +05:30
parent c670fe190b
commit 7cd1303f80
1 changed files with 24 additions and 3 deletions
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27
crm/fcrm/doctype/crm_lead/crm_lead.py
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@ -111,6 +111,26 @@ class CRMLead(Document):
return contact.name
def create_organization(self):
if not self.organization:
return
existing_organization = frappe.db.exists("CRM Organization", {"organization_name": self.organization})
if existing_organization:
return existing_organization
organization = frappe.new_doc("CRM Organization")
organization.update(
{
"organization_name": self.organization,
"website": self.website,
"territory": self.territory,
"annual_revenue": self.annual_revenue,
}
)
organization.insert(ignore_permissions=True)
return organization.name
def contact_exists(self, throw=True):
email_exist = frappe.db.exists("Contact Email", {"email_id": self.email})
phone_exist = frappe.db.exists("Contact Phone", {"phone": self.phone})
@ -136,12 +156,12 @@ class CRMLead(Document):
return False
def create_deal(self, contact):
def create_deal(self, contact, organization):
deal = frappe.new_doc("CRM Deal")
deal.update(
{
"lead": self.name,
"organization": self.organization,
"organization": organization,
"deal_owner": self.lead_owner,
"source": self.source,
"contacts": [{"contact": contact}],
@ -279,6 +299,7 @@ def convert_to_deal(lead):
lead.communication_status = 'Replied'
lead.save()
contact = lead.create_contact(False)
deal = lead.create_deal(contact)
organization = lead.create_organization()
deal = lead.create_deal(contact, organization)
return deal