fix: get child table meta
This commit is contained in:
Shariq Ansari
parent
1450163379
commit
ed11fb48cb
@ -557,6 +557,9 @@ def get_fields_meta(doctype, restricted_fieldtypes=None, as_array=False):
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fields_meta = {}
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for field in fields:
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fields_meta[field.get("fieldname")] = field
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if field.get("fieldtype") == "Table":
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_fields = frappe.get_meta(field.get("options")).fields
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fields_meta[field.get("fieldname")] = {"df": field, "fields": _fields}
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return fields_meta
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@ -1,6 +1,5 @@
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# Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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import json
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import frappe
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from frappe import _
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@ -8,7 +7,9 @@ from frappe.desk.form.assign_to import add as assign
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from frappe.model.document import Document
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from crm.fcrm.doctype.crm_service_level_agreement.utils import get_sla
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from crm.fcrm.doctype.crm_status_change_log.crm_status_change_log import add_status_change_log
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from crm.fcrm.doctype.crm_status_change_log.crm_status_change_log import (
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add_status_change_log,
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)
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class CRMDeal(Document):
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@ -94,19 +95,26 @@ class CRMDeal(Document):
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shared_with = [d.user for d in docshares] + [agent]
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for user in shared_with:
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if user == agent and not frappe.db.exists("DocShare", {"user": agent, "share_name": self.name, "share_doctype": self.doctype}):
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if user == agent and not frappe.db.exists(
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"DocShare",
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{"user": agent, "share_name": self.name, "share_doctype": self.doctype},
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):
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frappe.share.add_docshare(
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self.doctype, self.name, agent, write=1, flags={"ignore_share_permission": True}
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self.doctype,
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self.name,
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agent,
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write=1,
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flags={"ignore_share_permission": True},
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)
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elif user != agent:
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frappe.share.remove(self.doctype, self.name, user)
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def set_sla(self):
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"""
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Find an SLA to apply to the deal.
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"""
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if self.sla: return
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if self.sla:
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return
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sla = get_sla(self)
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if not sla:
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@ -129,48 +137,48 @@ class CRMDeal(Document):
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def default_list_data():
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columns = [
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{
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'label': 'Organization',
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'type': 'Link',
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'key': 'organization',
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'options': 'CRM Organization',
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'width': '11rem',
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"label": "Organization",
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"type": "Link",
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"key": "organization",
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"options": "CRM Organization",
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"width": "11rem",
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},
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{
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'label': 'Amount',
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'type': 'Currency',
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'key': 'annual_revenue',
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'align': 'right',
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'width': '9rem',
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"label": "Annual Revenue",
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"type": "Currency",
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"key": "annual_revenue",
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"align": "right",
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"width": "9rem",
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},
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{
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'label': 'Status',
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'type': 'Select',
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'key': 'status',
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'width': '10rem',
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"label": "Status",
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"type": "Select",
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"key": "status",
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"width": "10rem",
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},
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{
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'label': 'Email',
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'type': 'Data',
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'key': 'email',
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'width': '12rem',
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"label": "Email",
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"type": "Data",
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"key": "email",
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"width": "12rem",
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},
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{
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'label': 'Mobile No',
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'type': 'Data',
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'key': 'mobile_no',
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'width': '11rem',
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"label": "Mobile No",
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"type": "Data",
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"key": "mobile_no",
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"width": "11rem",
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},
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{
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'label': 'Assigned To',
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'type': 'Text',
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'key': '_assign',
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'width': '10rem',
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"label": "Assigned To",
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"type": "Text",
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"key": "_assign",
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"width": "10rem",
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},
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{
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'label': 'Last Modified',
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'type': 'Datetime',
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'key': 'modified',
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'width': '8rem',
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"label": "Last Modified",
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"type": "Datetime",
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"key": "modified",
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"width": "8rem",
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},
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]
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rows = [
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@ -189,16 +197,17 @@ class CRMDeal(Document):
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"modified",
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"_assign",
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]
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return {'columns': columns, 'rows': rows}
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return {"columns": columns, "rows": rows}
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@staticmethod
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def default_kanban_settings():
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return {
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"column_field": "status",
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"title_field": "organization",
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"kanban_fields": '["annual_revenue", "email", "mobile_no", "_assign", "modified"]'
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"kanban_fields": '["annual_revenue", "email", "mobile_no", "_assign", "modified"]',
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}
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@frappe.whitelist()
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def add_contact(deal, contact):
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if not frappe.has_permission("CRM Deal", "write", deal):
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@ -209,6 +218,7 @@ def add_contact(deal, contact):
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deal.save()
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return True
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@frappe.whitelist()
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def remove_contact(deal, contact):
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if not frappe.has_permission("CRM Deal", "write", deal):
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@ -219,6 +229,7 @@ def remove_contact(deal, contact):
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deal.save()
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return True
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@frappe.whitelist()
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def set_primary_contact(deal, contact):
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if not frappe.has_permission("CRM Deal", "write", deal):
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@ -229,11 +240,14 @@ def set_primary_contact(deal, contact):
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deal.save()
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return True
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def create_organization(doc):
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if not doc.get("organization_name"):
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return
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existing_organization = frappe.db.exists("CRM Organization", {"organization_name": doc.get("organization_name")})
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existing_organization = frappe.db.exists(
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"CRM Organization", {"organization_name": doc.get("organization_name")}
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)
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if existing_organization:
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return existing_organization
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@ -250,6 +264,7 @@ def create_organization(doc):
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organization.insert(ignore_permissions=True)
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return organization.name
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def contact_exists(doc):
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email_exist = frappe.db.exists("Contact Email", {"email_id": doc.get("email")})
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mobile_exist = frappe.db.exists("Contact Phone", {"phone": doc.get("mobile_no")})
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@ -262,6 +277,7 @@ def contact_exists(doc):
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return False
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def create_contact(doc):
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existing_contact = contact_exists(doc)
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if existing_contact:
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@ -288,18 +304,23 @@ def create_contact(doc):
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return contact.name
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@frappe.whitelist()
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def create_deal(args):
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deal = frappe.new_doc("CRM Deal")
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contact = args.get("contact")
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if not contact and (args.get("first_name") or args.get("last_name") or args.get("email") or args.get("mobile_no")):
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if not contact and (
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args.get("first_name") or args.get("last_name") or args.get("email") or args.get("mobile_no")
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):
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contact = create_contact(args)
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deal.update({
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"organization": args.get("organization") or create_organization(args),
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"contacts": [{"contact": contact, "is_primary": 1}] if contact else [],
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})
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deal.update(
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{
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"organization": args.get("organization") or create_organization(args),
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"contacts": [{"contact": contact, "is_primary": 1}] if contact else [],
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}
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)
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args.pop("organization", None)
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@ -1,15 +1,16 @@
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# Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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import json
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import frappe
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from frappe import _
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from frappe.desk.form.assign_to import add as assign
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from frappe.model.document import Document
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from frappe.utils import has_gravatar, validate_email_address
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from crm.fcrm.doctype.crm_service_level_agreement.utils import get_sla
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from crm.fcrm.doctype.crm_status_change_log.crm_status_change_log import add_status_change_log
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from crm.fcrm.doctype.crm_status_change_log.crm_status_change_log import (
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add_status_change_log,
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)
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class CRMLead(Document):
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@ -37,7 +38,15 @@ class CRMLead(Document):
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def set_full_name(self):
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if self.first_name:
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self.lead_name = " ".join(
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filter(None, [self.salutation, self.first_name, self.middle_name, self.last_name])
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filter(
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None,
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[
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self.salutation,
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self.first_name,
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self.middle_name,
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self.last_name,
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],
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)
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)
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def set_lead_name(self):
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@ -92,9 +101,16 @@ class CRMLead(Document):
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shared_with = [d.user for d in docshares] + [agent]
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for user in shared_with:
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if user == agent and not frappe.db.exists("DocShare", {"user": agent, "share_name": self.name, "share_doctype": self.doctype}):
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if user == agent and not frappe.db.exists(
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"DocShare",
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{"user": agent, "share_name": self.name, "share_doctype": self.doctype},
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):
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frappe.share.add_docshare(
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self.doctype, self.name, agent, write=1, flags={"ignore_share_permission": True}
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self.doctype,
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self.name,
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agent,
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write=1,
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flags={"ignore_share_permission": True},
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)
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elif user != agent:
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frappe.share.remove(self.doctype, self.name, user)
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@ -188,8 +204,36 @@ class CRMLead(Document):
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"lead_owner": "deal_owner",
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}
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restricted_fieldtypes = ["Tab Break", "Section Break", "Column Break", "HTML", "Button", "Attach", "Table"]
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restricted_map_fields = ["name", "naming_series", "creation", "owner", "modified", "modified_by", "idx", "docstatus", "status", "email", "mobile_no", "phone", "sla", "sla_status", "response_by", "first_response_time", "first_responded_on", "communication_status", "sla_creation"]
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restricted_fieldtypes = [
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"Tab Break",
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"Section Break",
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"Column Break",
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"HTML",
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"Button",
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"Attach",
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"Table",
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]
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restricted_map_fields = [
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"name",
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"naming_series",
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"creation",
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"owner",
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"modified",
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"modified_by",
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"idx",
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"docstatus",
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"status",
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"email",
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"mobile_no",
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"phone",
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"sla",
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"sla_status",
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"response_by",
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"first_response_time",
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"first_responded_on",
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"communication_status",
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"sla_creation",
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]
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for field in self.meta.fields:
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if field.fieldtype in restricted_fieldtypes:
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@ -222,7 +266,7 @@ class CRMLead(Document):
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"sla_status": self.sla_status,
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"communication_status": self.communication_status,
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"first_response_time": self.first_response_time,
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"first_responded_on": self.first_responded_on
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"first_responded_on": self.first_responded_on,
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}
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)
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@ -233,7 +277,8 @@ class CRMLead(Document):
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"""
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Find an SLA to apply to the lead.
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"""
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if self.sla: return
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if self.sla:
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return
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sla = get_sla(self)
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if not sla:
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@ -263,47 +308,47 @@ class CRMLead(Document):
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def default_list_data():
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columns = [
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{
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'label': 'Name',
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'type': 'Data',
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'key': 'lead_name',
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'width': '12rem',
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"label": "Name",
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"type": "Data",
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"key": "lead_name",
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"width": "12rem",
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},
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{
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'label': 'Organization',
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'type': 'Link',
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'key': 'organization',
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'options': 'CRM Organization',
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'width': '10rem',
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"label": "Organization",
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"type": "Link",
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"key": "organization",
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"options": "CRM Organization",
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"width": "10rem",
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},
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{
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'label': 'Status',
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'type': 'Select',
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'key': 'status',
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'width': '8rem',
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"label": "Status",
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"type": "Select",
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"key": "status",
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"width": "8rem",
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},
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{
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'label': 'Email',
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'type': 'Data',
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'key': 'email',
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'width': '12rem',
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"label": "Email",
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"type": "Data",
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"key": "email",
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"width": "12rem",
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},
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{
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'label': 'Mobile No',
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'type': 'Data',
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'key': 'mobile_no',
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'width': '11rem',
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"label": "Mobile No",
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"type": "Data",
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"key": "mobile_no",
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"width": "11rem",
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},
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{
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'label': 'Assigned To',
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'type': 'Text',
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'key': '_assign',
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'width': '10rem',
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"label": "Assigned To",
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"type": "Text",
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"key": "_assign",
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"width": "10rem",
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},
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{
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'label': 'Last Modified',
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'type': 'Datetime',
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'key': 'modified',
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'width': '8rem',
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"label": "Last Modified",
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"type": "Datetime",
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"key": "modified",
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"width": "8rem",
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},
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]
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rows = [
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@ -323,20 +368,22 @@ class CRMLead(Document):
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"_assign",
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"image",
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]
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return {'columns': columns, 'rows': rows}
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return {"columns": columns, "rows": rows}
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@staticmethod
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def default_kanban_settings():
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return {
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"column_field": "status",
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"title_field": "lead_name",
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"kanban_fields": '["organization", "email", "mobile_no", "_assign", "modified"]'
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"kanban_fields": '["organization", "email", "mobile_no", "_assign", "modified"]',
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}
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@frappe.whitelist()
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def convert_to_deal(lead, doc=None):
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if not (doc and doc.flags.get("ignore_permissions")) and not frappe.has_permission("CRM Lead", "write", lead):
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if not (doc and doc.flags.get("ignore_permissions")) and not frappe.has_permission(
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"CRM Lead", "write", lead
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):
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frappe.throw(_("Not allowed to convert Lead to Deal"), frappe.PermissionError)
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lead = frappe.get_cached_doc("CRM Lead", lead)
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