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fix: replaced lead/deal status with communication status in sla

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This commit is contained in:
Shariq Ansari 2023-12-13 15:27:42 +05:30
parent cef998d1ba
commit ce98110e36
5 changed files with 27 additions and 32 deletions
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10
crm/fcrm/doctype/crm_deal/crm_deal.json
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@ -30,6 +30,7 @@
"sla_creation", "sla_creation",
"column_break_pfvq", "column_break_pfvq",
"sla_status", "sla_status",
"communication_status",
"response_details_section", "response_details_section",
"response_by", "response_by",
"column_break_hpvj", "column_break_hpvj",
@ -195,11 +196,18 @@
"fieldname": "first_responded_on", "fieldname": "first_responded_on",
"fieldtype": "Datetime", "fieldtype": "Datetime",
"label": "First Responded On" "label": "First Responded On"
},
{
"default": "Open",
"fieldname": "communication_status",
"fieldtype": "Link",
"label": "Communication Status",
"options": "CRM Communication Status"
} }
], ],
"index_web_pages_for_search": 1, "index_web_pages_for_search": 1,
"links": [], "links": [],
"modified": "2023-12-11 12:37:51.198228", "modified": "2023-12-13 13:50:55.235109",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "FCRM", "module": "FCRM",
"name": "CRM Deal", "name": "CRM Deal",

10
crm/fcrm/doctype/crm_lead/crm_lead.json
View File

@ -40,6 +40,7 @@
"sla_creation", "sla_creation",
"column_break_ffnp", "column_break_ffnp",
"sla_status", "sla_status",
"communication_status",
"response_details_section", "response_details_section",
"response_by", "response_by",
"column_break_pweh", "column_break_pweh",
@ -257,12 +258,19 @@
"fieldname": "first_responded_on", "fieldname": "first_responded_on",
"fieldtype": "Datetime", "fieldtype": "Datetime",
"label": "First Responded On" "label": "First Responded On"
},
{
"default": "Open",
"fieldname": "communication_status",
"fieldtype": "Link",
"label": "Communication Status",
"options": "CRM Communication Status"
} }
], ],
"image_field": "image", "image_field": "image",
"index_web_pages_for_search": 1, "index_web_pages_for_search": 1,
"links": [], "links": [],
"modified": "2023-12-10 13:54:53.630114", "modified": "2023-12-13 13:50:40.055487",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "FCRM", "module": "FCRM",
"name": "CRM Lead", "name": "CRM Lead",

13
crm/fcrm/doctype/crm_service_level_agreement/crm_service_level_agreement.js
View File

@ -6,16 +6,3 @@
// }, // },
// }); // });
frappe.ui.form.on("CRM Service Level Priority", {
priorities_add: function (frm, cdt, cdn) {
if (frm.doc.apply_on == "CRM Deal") {
frappe.model.set_value(
cdt,
cdn,
"reference_doctype",
"CRM Deal Status"
);
}
},
});

12
crm/fcrm/doctype/crm_service_level_agreement/crm_service_level_agreement.py
View File

@ -17,7 +17,7 @@ from frappe.utils import (
class CRMServiceLevelAgreement(Document): class CRMServiceLevelAgreement(Document):
def apply(self, doc: Document): def apply(self, doc: Document):
self.handle_new(doc) self.handle_new(doc)
self.handle_status(doc) self.handle_communication_status(doc)
self.handle_targets(doc) self.handle_targets(doc)
self.handle_sla_status(doc) self.handle_sla_status(doc)
@ -27,14 +27,14 @@ class CRMServiceLevelAgreement(Document):
creation = doc.sla_creation or now_datetime() creation = doc.sla_creation or now_datetime()
doc.sla_creation = creation doc.sla_creation = creation
def handle_status(self, doc: Document): def handle_communication_status(self, doc: Document):
if doc.is_new() or not doc.has_value_changed("status"): if doc.is_new() or not doc.has_value_changed("communication_status"):
return return
self.set_first_responded_on(doc) self.set_first_responded_on(doc)
self.set_first_response_time(doc) self.set_first_response_time(doc)
def set_first_responded_on(self, doc: Document): def set_first_responded_on(self, doc: Document):
if doc.status != self.get_default_priority(): if doc.communication_status != self.get_default_priority():
doc.first_responded_on = ( doc.first_responded_on = (
doc.first_responded_on or now_datetime() doc.first_responded_on or now_datetime()
) )
@ -51,10 +51,10 @@ class CRMServiceLevelAgreement(Document):
def set_response_by(self, doc: Document): def set_response_by(self, doc: Document):
start_time = doc.sla_creation start_time = doc.sla_creation
status = doc.status communication_status = doc.communication_status
priorities = self.get_priorities() priorities = self.get_priorities()
priority = priorities.get(status) priority = priorities.get(communication_status)
if not priority or doc.response_by: if not priority or doc.response_by:
return return

14
crm/fcrm/doctype/crm_service_level_priority/crm_service_level_priority.json
View File

@ -7,7 +7,6 @@
"engine": "InnoDB", "engine": "InnoDB",
"field_order": [ "field_order": [
"default_priority", "default_priority",
"reference_doctype",
"priority", "priority",
"first_response_time" "first_response_time"
], ],
@ -21,10 +20,10 @@
}, },
{ {
"fieldname": "priority", "fieldname": "priority",
"fieldtype": "Dynamic Link", "fieldtype": "Link",
"in_list_view": 1, "in_list_view": 1,
"label": "Priority", "label": "Priority",
"options": "reference_doctype", "options": "CRM Communication Status",
"reqd": 1 "reqd": 1
}, },
{ {
@ -33,19 +32,12 @@
"in_list_view": 1, "in_list_view": 1,
"label": "First Response TIme", "label": "First Response TIme",
"reqd": 1 "reqd": 1
},
{
"default": "CRM Lead Status",
"fieldname": "reference_doctype",
"fieldtype": "Link",
"label": "DocType",
"options": "DocType"
} }
], ],
"index_web_pages_for_search": 1, "index_web_pages_for_search": 1,
"istable": 1, "istable": 1,
"links": [], "links": [],
"modified": "2023-12-04 14:05:42.838493", "modified": "2023-12-13 13:26:51.757839",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "FCRM", "module": "FCRM",
"name": "CRM Service Level Priority", "name": "CRM Service Level Priority",