fix: send existing contact/org data while converting to deal

crm/fcrm/doctype/crm_lead/crm_lead.py

@@ -115,13 +115,14 @@ class CRMLead(Document):
 			elif user != agent:
 				frappe.share.remove(self.doctype, self.name, user)
 
-	def create_contact(self, throw=True):
+	def create_contact(self, existing_contact=None, throw=True):
 		if not self.lead_name:
 			self.set_full_name()
 			self.set_lead_name()
 
-		existing_contact = self.contact_exists(throw)
+		existing_contact = existing_contact or self.contact_exists(throw)
 		if existing_contact:
+			self.update_lead_contact(existing_contact)
 			return existing_contact
 
 		contact = frappe.new_doc("Contact")
@@ -151,12 +152,15 @@ class CRMLead(Document):
 
 		return contact.name
 
-	def create_organization(self):
-		if not self.organization:
+	def create_organization(self, existing_organization=None):
+		if not self.organization and not existing_organization:
 			return
 
-		existing_organization = frappe.db.exists("CRM Organization", {"organization_name": self.organization})
+		existing_organization = existing_organization or frappe.db.exists(
+			"CRM Organization", {"organization_name": self.organization}
+		)
 		if existing_organization:
+			self.db_set("organization", existing_organization)
 			return existing_organization
 
 		organization = frappe.new_doc("CRM Organization")
@@ -172,6 +176,20 @@ class CRMLead(Document):
 		organization.insert(ignore_permissions=True)
 		return organization.name
 
+	def update_lead_contact(self, contact):
+		contact = frappe.get_cached_doc("Contact", contact)
+		frappe.db.set_value(
+			"CRM Lead",
+			self.name,
+			{
+				"salutation": contact.salutation,
+				"first_name": contact.first_name,
+				"last_name": contact.last_name,
+				"email": contact.email_id,
+				"mobile_no": contact.mobile_no,
+			},
+		)
+
 	def contact_exists(self, throw=True):
 		email_exist = frappe.db.exists("Contact Email", {"email_id": self.email})
 		phone_exist = frappe.db.exists("Contact Phone", {"phone": self.phone})
@@ -383,7 +401,7 @@ class CRMLead(Document):
 
 
 @frappe.whitelist()
-def convert_to_deal(lead, doc=None, deal=None):
+def convert_to_deal(lead, doc=None, deal=None, existing_contact=None, existing_organization=None):
 	if not (doc and doc.flags.get("ignore_permissions")) and not frappe.has_permission(
 		"CRM Lead", "write", lead
 	):
@@ -395,7 +413,7 @@ def convert_to_deal(lead, doc=None, deal=None):
 	lead.db_set("converted", 1)
 	if lead.sla and frappe.db.exists("CRM Communication Status", "Replied"):
 		lead.db_set("communication_status", "Replied")
-	contact = lead.create_contact(False)
-	organization = lead.create_organization()
+	contact = lead.create_contact(existing_contact, False)
+	organization = lead.create_organization(existing_organization)
 	_deal = lead.create_deal(contact, organization, deal)
 	return _deal

frontend/src/pages/Lead.vue

@@ -341,7 +341,6 @@ import { getView } from '@/utils/view'
 import { getSettings } from '@/stores/settings'
 import { usersStore } from '@/stores/users'
 import { globalStore } from '@/stores/global'
-import { contactsStore } from '@/stores/contacts'
 import { statusesStore } from '@/stores/statuses'
 import { getMeta } from '@/stores/meta'
 import {
@@ -369,7 +368,6 @@ import { useActiveTabManager } from '@/composables/useActiveTabManager'
 const { brand } = getSettings()
 const { isManager } = usersStore()
 const { $dialog, $socket, makeCall } = globalStore()
-const { getContactByName, contacts } = contactsStore()
 const { statusOptions, getLeadStatus, getDealStatus } = statusesStore()
 const { doctypeMeta } = getMeta('CRM Lead')
 const route = useRoute()
@@ -599,9 +597,7 @@ const existingOrganizationChecked = ref(false)
 const existingContact = ref('')
 const existingOrganization = ref('')
 
-async function convertToDeal(updated) {
-  let valueUpdated = false
-
+async function convertToDeal() {
   if (existingContactChecked.value && !existingContact.value) {
     createToast({
       title: __('Error'),
@@ -622,55 +618,35 @@ async function convertToDeal(updated) {
     return
   }
 
-  if (existingContactChecked.value && existingContact.value) {
-    lead.data.salutation = getContactByName(existingContact.value).salutation
-    lead.data.first_name = getContactByName(existingContact.value).first_name
-    lead.data.last_name = getContactByName(existingContact.value).last_name
-    lead.data.email_id = getContactByName(existingContact.value).email_id
-    lead.data.mobile_no = getContactByName(existingContact.value).mobile_no
-    existingContactChecked.value = false
-    valueUpdated = true
+  if (!existingContactChecked.value && existingContact.value) {
+    existingContact.value = ''
   }
 
-  if (existingOrganizationChecked.value && existingOrganization.value) {
-    lead.data.organization = existingOrganization.value
-    existingOrganizationChecked.value = false
-    valueUpdated = true
+  if (!existingOrganizationChecked.value && existingOrganization.value) {
+    existingOrganization.value = ''
   }
 
-  if (valueUpdated) {
-    updateLead(
-      {
-        salutation: lead.data.salutation,
-        first_name: lead.data.first_name,
-        last_name: lead.data.last_name,
-        email_id: lead.data.email_id,
-        mobile_no: lead.data.mobile_no,
-        organization: lead.data.organization,
-      },
-      '',
-      () => convertToDeal(true),
-    )
-    showConvertToDealModal.value = false
-  } else {
-    let _deal = await call(
-      'crm.fcrm.doctype.crm_lead.crm_lead.convert_to_deal',
-      { lead: lead.data.name, deal },
-    ).catch((err) => {
-      createToast({
-        title: __('Error converting to deal'),
-        text: __(err.messages?.[0]),
-        icon: 'x',
-        iconClasses: 'text-ink-red-4',
-      })
+  let _deal = await call('crm.fcrm.doctype.crm_lead.crm_lead.convert_to_deal', {
+    lead: lead.data.name,
+    deal,
+    existing_contact: existingContact.value,
+    existing_organization: existingOrganization.value,
+  }).catch((err) => {
+    createToast({
+      title: __('Error converting to deal'),
+      text: __(err.messages?.[0]),
+      icon: 'x',
+      iconClasses: 'text-ink-red-4',
     })
-    if (_deal) {
-      capture('convert_lead_to_deal')
-      if (updated) {
-        await contacts.reload()
-      }
-      router.push({ name: 'Deal', params: { dealId: _deal } })
-    }
+  })
+  if (_deal) {
+    showConvertToDealModal.value = false
+    existingContactChecked.value = false
+    existingOrganizationChecked.value = false
+    existingContact.value = ''
+    existingOrganization.value = ''
+    capture('convert_lead_to_deal')
+    router.push({ name: 'Deal', params: { dealId: _deal } })
   }
 }