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fix: get organization address and pass it to link it with prospect and customer while creation

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This commit is contained in:
Shariq Ansari 2024-09-16 18:45:12 +05:30
parent 16a8671744
commit cb33d2d3f2
1 changed files with 10 additions and 1 deletions
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11
crm/fcrm/doctype/erpnext_crm_settings/erpnext_crm_settings.py
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@ -95,6 +95,7 @@ def create_prospect_in_remote_site(crm_deal, erpnext_crm_settings):
client = get_erpnext_site_client(erpnext_crm_settings) client = get_erpnext_site_client(erpnext_crm_settings)
doc = frappe.get_doc("CRM Deal", crm_deal) doc = frappe.get_doc("CRM Deal", crm_deal)
contacts = get_contacts(doc) contacts = get_contacts(doc)
address = get_organization_address(doc.organization)
return client.post_api("erpnext.crm.frappe_crm_api.create_prospect_against_crm_deal", return client.post_api("erpnext.crm.frappe_crm_api.create_prospect_against_crm_deal",
{ {
"organization": doc.organization, "organization": doc.organization,
@ -107,7 +108,8 @@ def create_prospect_in_remote_site(crm_deal, erpnext_crm_settings):
"website": doc.website, "website": doc.website,
"annual_revenue": doc.annual_revenue, "annual_revenue": doc.annual_revenue,
"contacts": json.dumps(contacts), "contacts": json.dumps(contacts),
"erpnext_company": erpnext_crm_settings.erpnext_company "erpnext_company": erpnext_crm_settings.erpnext_company,
"address": address.as_dict() if address else None
}, },
) )
except Exception: except Exception:
@ -130,12 +132,18 @@ def get_contacts(doc):
}) })
return contacts return contacts
def get_organization_address(organization):
address = frappe.get_value("CRM Organization", organization, "address")
address = frappe.get_doc("Address", address) if address else None
return address
def create_customer_in_erpnext(doc, method): def create_customer_in_erpnext(doc, method):
erpnext_crm_settings = frappe.get_single("ERPNext CRM Settings") 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 doc.status != "Won":
return return
contacts = get_contacts(doc) contacts = get_contacts(doc)
address = get_organization_address(doc.organization)
customer = { customer = {
"customer_name": doc.organization, "customer_name": doc.organization,
"customer_group": "All Customer Groups", "customer_group": "All Customer Groups",
@ -146,6 +154,7 @@ def create_customer_in_erpnext(doc, method):
"website": doc.website, "website": doc.website,
"crm_deal": doc.name, "crm_deal": doc.name,
"contacts": json.dumps(contacts), "contacts": json.dumps(contacts),
"address": address.as_dict() if address else None,
} }
if not erpnext_crm_settings.is_erpnext_in_different_site: if not erpnext_crm_settings.is_erpnext_in_different_site:
from erpnext.crm.frappe_crm_api import create_customer from erpnext.crm.frappe_crm_api import create_customer