fix: option to create customer on status change

crm/fcrm/doctype/erpnext_crm_settings/erpnext_crm_settings.json

@@ -13,7 +13,11 @@
   "erpnext_site_url",
   "column_break_fllx",
   "api_key",
-  "api_secret"
+  "api_secret",
+  "section_break_jnbn",
+  "create_customer_on_status_change",
+  "column_break_kbhw",
+  "deal_status"
  ],
  "fields": [
   {
@@ -69,12 +73,34 @@
    "fieldname": "is_erpnext_in_different_site",
    "fieldtype": "Check",
    "label": "Is ERPNext installed on a different site?"
+  },
+  {
+   "fieldname": "section_break_jnbn",
+   "fieldtype": "Section Break"
+  },
+  {
+   "default": "0",
+   "depends_on": "enabled",
+   "fieldname": "create_customer_on_status_change",
+   "fieldtype": "Check",
+   "label": "Create customer on status change"
+  },
+  {
+   "fieldname": "column_break_kbhw",
+   "fieldtype": "Column Break"
+  },
+  {
+   "depends_on": "create_customer_on_status_change",
+   "fieldname": "deal_status",
+   "fieldtype": "Link",
+   "label": "Deal Status",
+   "options": "CRM Deal Status"
   }
  ],
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2024-09-16 13:51:35.141503",
+ "modified": "2024-09-16 19:01:28.694010",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "ERPNext CRM Settings",

crm/fcrm/doctype/erpnext_crm_settings/erpnext_crm_settings.py

@@ -139,7 +139,11 @@ def get_organization_address(organization):
 
 def create_customer_in_erpnext(doc, method):
 	erpnext_crm_settings = frappe.get_single("ERPNext CRM Settings")
-	if not erpnext_crm_settings.enabled or doc.status != "Won":
+	if (
+		not erpnext_crm_settings.enabled
+		or not erpnext_crm_settings.create_customer_on_status_change
+		or doc.status != erpnext_crm_settings.deal_status
+	):
 		return
 	
 	contacts = get_contacts(doc)
@@ -160,7 +164,9 @@ def create_customer_in_erpnext(doc, method):
 		from erpnext.crm.frappe_crm_api import create_customer
 		create_customer(customer)
 	else:
-		create_customer_in_remote_site(customer, erpnext_crm_settings)	
+		create_customer_in_remote_site(customer, erpnext_crm_settings)
+
+	frappe.publish_realtime("crm_customer_created")
 
 def create_customer_in_remote_site(customer, erpnext_crm_settings):
 	client = get_erpnext_site_client(erpnext_crm_settings)

frontend/src/pages/Deal.vue

@@ -361,10 +361,10 @@ import {
   call,
   usePageMeta,
 } from 'frappe-ui'
-import { ref, computed, h, onMounted } from 'vue'
+import { ref, computed, h, onMounted, onBeforeUnmount } from 'vue'
 import { useRoute, useRouter } from 'vue-router'
 
-const { $dialog, makeCall } = globalStore()
+const { $dialog, $socket, makeCall } = globalStore()
 const { organizations, getOrganization } = organizationsStore()
 const { statusOptions, getDealStatus } = statusesStore()
 const { isManager } = usersStore()
@@ -386,10 +386,16 @@ const deal = createResource({
     let obj = {
       doc: data,
       $dialog,
+      $socket,
       router,
       updateField,
       createToast,
       deleteDoc: deleteDeal,
+      resource: {
+        deal,
+        deal_contacts,
+        fieldsLayout,
+      },
       call,
     }
     setupAssignees(data)
@@ -399,10 +405,22 @@ const deal = createResource({
 })
 
 onMounted(() => {
+  $socket.on('crm_customer_created', () => {
+    createToast({
+      title: __('Customer created successfully'),
+      icon: 'check',
+      iconClasses: 'text-green-600',
+    })
+  })
+
   if (deal.data) return
   deal.fetch()
 })
 
+onBeforeUnmount(() => {
+  $socket.off('crm_customer_created')
+})
+
 const reload = ref(false)
 const showOrganizationModal = ref(false)
 const showAssignmentModal = ref(false)

frontend/src/pages/Lead.vue

@@ -335,7 +335,7 @@ import {
 import { ref, computed, onMounted, watch } from 'vue'
 import { useRouter, useRoute } from 'vue-router'
 
-const { $dialog, makeCall } = globalStore()
+const { $dialog, $socket, makeCall } = globalStore()
 const { getContactByName, contacts } = contactsStore()
 const { organizations } = organizationsStore()
 const { statusOptions, getLeadStatus } = statusesStore()
@@ -358,10 +358,15 @@ const lead = createResource({
     let obj = {
       doc: data,
       $dialog,
+      $socket,
       router,
       updateField,
       createToast,
       deleteDoc: deleteLead,
+      resource: {
+        lead,
+        fieldsLayout,
+      },
       call,
     }
     setupAssignees(data)