fix: create standard forecasting script on install and added in patch
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@ -76,3 +76,40 @@ def sync_table(key, hook):
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crm_settings.set(key, items)
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crm_settings.set(key, items)
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crm_settings.save()
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crm_settings.save()
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def create_forecasting_script():
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if not frappe.db.exists("CRM Form Script", "Forecasting Script"):
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script = get_forecasting_script()
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frappe.get_doc(
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{
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"doctype": "CRM Form Script",
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"name": "Forecasting Script",
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"dt": "CRM Deal",
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"view": "Form",
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"script": script,
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"enabled": 1,
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"is_standard": 1,
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}
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).insert()
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def get_forecasting_script():
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return (
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"""
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class CRMDeal {
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async status() {
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await this.doc.trigger('updateProbability')
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}
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async updateProbability() {
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let status = await call("frappe.client.get_value", {
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doctype: "CRM Deal Status",
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fieldname: "probability",
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filters: { name: this.doc.status },
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})
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this.doc.probability = status.probability
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}
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}
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"""
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)
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@ -5,6 +5,7 @@ import frappe
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from frappe.custom.doctype.custom_field.custom_field import create_custom_fields
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from frappe.custom.doctype.custom_field.custom_field import create_custom_fields
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from crm.fcrm.doctype.crm_products.crm_products import create_product_details_script
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from crm.fcrm.doctype.crm_products.crm_products import create_product_details_script
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from crm.fcrm.doctype.fcrm_settings.fcrm_settings import create_forecasting_script
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def before_install():
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def before_install():
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@ -361,3 +362,4 @@ def add_standard_dropdown_items():
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def add_default_scripts():
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def add_default_scripts():
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for doctype in ["CRM Lead", "CRM Deal"]:
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for doctype in ["CRM Lead", "CRM Deal"]:
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create_product_details_script(doctype)
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create_product_details_script(doctype)
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create_forecasting_script()
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@ -12,4 +12,4 @@ crm.patches.v1_0.create_default_sidebar_fields_layout
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crm.patches.v1_0.update_deal_quick_entry_layout
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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.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.move_twilio_agent_to_telephony_agent
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crm.patches.v1_0.create_default_scripts
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crm.patches.v1_0.create_default_scripts # 13-06-2025
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