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fix: share lead when lead_owner is changed

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This commit is contained in:
Shariq Ansari 2024-02-26 16:44:09 +05:30
parent 1e2b27594c
commit 8d70a7d2d2
1 changed files with 21 additions and 0 deletions
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21
crm/fcrm/doctype/crm_lead/crm_lead.py
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@ -22,6 +22,7 @@ class CRMLead(Document):
self.set_title() self.set_title()
self.validate_email() self.validate_email()
if self.lead_owner and not self.is_new(): if self.lead_owner and not self.is_new():
self.share_with_agent(self.lead_owner)
self.assign_agent(self.lead_owner) self.assign_agent(self.lead_owner)
if self.has_value_changed("status"): if self.has_value_changed("status"):
add_status_change_log(self) add_status_change_log(self)
@ -78,6 +79,26 @@ class CRMLead(Document):
assign({"assign_to": [agent], "doctype": "CRM Lead", "name": self.name}) assign({"assign_to": [agent], "doctype": "CRM Lead", "name": self.name})
def share_with_agent(self, agent):
if not agent:
return
docshares = frappe.get_all(
"DocShare",
filters={"share_name": self.name, "share_doctype": self.doctype},
fields=["name", "user"],
)
shared_with = [d.user for d in docshares] + [agent]
for user in shared_with:
if user == agent and not frappe.db.exists("DocShare", {"user": agent, "share_name": self.name, "share_doctype": self.doctype}):
frappe.share.add_docshare(
self.doctype, self.name, agent, write=1, flags={"ignore_share_permission": True}
)
elif user != agent:
frappe.share.remove(self.doctype, self.name, user)
def create_contact(self, throw=True): def create_contact(self, throw=True):
if not self.lead_name: if not self.lead_name:
self.set_full_name() self.set_full_name()