patch: create if not exist default data fields layout for lead/deal
This commit is contained in:
Shariq Ansari
parent
b4c766f513
commit
0c14decc52
119
crm/install.py
119
crm/install.py
@ -1,14 +1,14 @@
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# Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and Contributors
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# MIT License. See license.txt
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from __future__ import unicode_literals
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import click
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import frappe
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from frappe.custom.doctype.custom_field.custom_field import create_custom_fields
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def before_install():
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pass
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def after_install(force=False):
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add_default_lead_statuses()
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add_default_deal_statuses()
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@ -20,6 +20,7 @@ def after_install(force=False):
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add_default_lead_sources()
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frappe.db.commit()
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def add_default_lead_statuses():
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statuses = {
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"New": {
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@ -58,6 +59,7 @@ def add_default_lead_statuses():
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doc.position = statuses[status]["position"]
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doc.insert()
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def add_default_deal_statuses():
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statuses = {
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"Qualification": {
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@ -100,6 +102,7 @@ def add_default_deal_statuses():
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doc.position = statuses[status]["position"]
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doc.insert()
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def add_default_communication_statuses():
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statuses = ["Open", "Replied"]
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@ -111,46 +114,58 @@ def add_default_communication_statuses():
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doc.status = status
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doc.insert()
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def add_default_fields_layout(force=False):
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quick_entry_layouts = {
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"CRM Lead-Quick Entry": {
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"doctype": "CRM Lead",
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"layout": '[{"label":"Person","fields":["salutation","first_name","last_name","email","mobile_no", "gender"],"hideLabel":true},{"label":"Organization","fields":["organization","website","no_of_employees","territory","annual_revenue","industry"],"hideLabel":true,"hideBorder":false},{"label":"Other","columns":2,"fields":["status","lead_owner"],"hideLabel":true,"hideBorder":false}]'
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"layout": '[{"label":"Person","fields":["salutation","first_name","last_name","email","mobile_no", "gender"],"hideLabel":true},{"label":"Organization","fields":["organization","website","no_of_employees","territory","annual_revenue","industry"],"hideLabel":true,"hideBorder":false},{"label":"Other","columns":2,"fields":["status","lead_owner"],"hideLabel":true,"hideBorder":false}]',
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},
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"CRM Deal-Quick Entry": {
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"doctype": "CRM Deal",
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"layout": '[{"label": "Select Organization", "fields": ["organization"], "hideLabel": true, "editable": true}, {"label": "Organization Details", "fields": ["organization_name", "website", "no_of_employees", "territory", "annual_revenue", "industry"], "hideLabel": true, "editable": true}, {"label": "Select Contact", "fields": ["contact"], "hideLabel": true, "editable": true}, {"label": "Contact Details", "fields": ["salutation", "first_name", "last_name", "email", "mobile_no", "gender"], "hideLabel": true, "editable": true}, {"label": "Other", "columns": 2, "fields": ["status", "deal_owner"], "hideLabel": true}]'
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"layout": '[{"label": "Select Organization", "fields": ["organization"], "hideLabel": true, "editable": true}, {"label": "Organization Details", "fields": ["organization_name", "website", "no_of_employees", "territory", "annual_revenue", "industry"], "hideLabel": true, "editable": true}, {"label": "Select Contact", "fields": ["contact"], "hideLabel": true, "editable": true}, {"label": "Contact Details", "fields": ["salutation", "first_name", "last_name", "email", "mobile_no", "gender"], "hideLabel": true, "editable": true}, {"label": "Other", "columns": 2, "fields": ["status", "deal_owner"], "hideLabel": true}]',
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},
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"Contact-Quick Entry": {
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"doctype": "Contact",
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"layout": '[{"label":"Salutation","columns":1,"fields":["salutation"],"hideLabel":true},{"label":"Full Name","columns":2,"hideBorder":true,"fields":["first_name","last_name"],"hideLabel":true},{"label":"Email","columns":1,"hideBorder":true,"fields":["email_id"],"hideLabel":true},{"label":"Mobile No. & Gender","columns":2,"hideBorder":true,"fields":["mobile_no","gender"],"hideLabel":true},{"label":"Organization","columns":1,"hideBorder":true,"fields":["company_name"],"hideLabel":true},{"label":"Designation","columns":1,"hideBorder":true,"fields":["designation"],"hideLabel":true},{"label":"Address","columns":1,"hideBorder":true,"fields":["address"],"hideLabel":true}]'
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"layout": '[{"label":"Salutation","columns":1,"fields":["salutation"],"hideLabel":true},{"label":"Full Name","columns":2,"hideBorder":true,"fields":["first_name","last_name"],"hideLabel":true},{"label":"Email","columns":1,"hideBorder":true,"fields":["email_id"],"hideLabel":true},{"label":"Mobile No. & Gender","columns":2,"hideBorder":true,"fields":["mobile_no","gender"],"hideLabel":true},{"label":"Organization","columns":1,"hideBorder":true,"fields":["company_name"],"hideLabel":true},{"label":"Designation","columns":1,"hideBorder":true,"fields":["designation"],"hideLabel":true},{"label":"Address","columns":1,"hideBorder":true,"fields":["address"],"hideLabel":true}]',
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},
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"CRM Organization-Quick Entry": {
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"doctype": "CRM Organization",
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"layout": '[{"label":"Organization Name","columns":1,"fields":["organization_name"],"hideLabel":true},{"label":"Website & Revenue","columns":2,"hideBorder":true,"fields":["website","annual_revenue"],"hideLabel":true},{"label":"Territory","columns":1,"hideBorder":true,"fields":["territory"],"hideLabel":true},{"label":"No of Employees & Industry","columns":2,"hideBorder":true,"fields":["no_of_employees","industry"],"hideLabel":true},{"label":"Address","columns":1,"hideBorder":true,"fields":["address"],"hideLabel":true}]'
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"layout": '[{"label":"Organization Name","columns":1,"fields":["organization_name"],"hideLabel":true},{"label":"Website & Revenue","columns":2,"hideBorder":true,"fields":["website","annual_revenue"],"hideLabel":true},{"label":"Territory","columns":1,"hideBorder":true,"fields":["territory"],"hideLabel":true},{"label":"No of Employees & Industry","columns":2,"hideBorder":true,"fields":["no_of_employees","industry"],"hideLabel":true},{"label":"Address","columns":1,"hideBorder":true,"fields":["address"],"hideLabel":true}]',
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},
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"Address-Quick Entry": {
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"doctype": "Address",
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"layout": '[{"label":"Address","columns":1,"fields":["address_title","address_type","address_line1","address_line2","city","state","country","pincode"],"hideLabel":true}]'
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"layout": '[{"label":"Address","columns":1,"fields":["address_title","address_type","address_line1","address_line2","city","state","country","pincode"],"hideLabel":true}]',
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},
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}
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sidebar_fields_layouts = {
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"CRM Lead-Side Panel": {
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"doctype": "CRM Lead",
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"layout": '[{"label": "Details", "name": "details", "opened": true, "fields": ["organization", "website", "territory", "industry", "job_title", "source", "lead_owner"]}, {"label": "Person", "name": "person_tab", "opened": true, "fields": ["salutation", "first_name", "last_name", "email", "mobile_no"]}]'
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"layout": '[{"label": "Details", "name": "details", "opened": true, "fields": ["organization", "website", "territory", "industry", "job_title", "source", "lead_owner"]}, {"label": "Person", "name": "person_tab", "opened": true, "fields": ["salutation", "first_name", "last_name", "email", "mobile_no"]}]',
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},
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"CRM Deal-Side Panel": {
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"doctype": "CRM Deal",
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"layout": '[{"label":"Contacts","name":"contacts_section","opened":true,"editable":false,"contacts":[]},{"label":"Organization Details","name":"organization_tab","opened":true,"fields":["organization","website","territory","annual_revenue","close_date","probability","next_step","deal_owner"]}]'
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"layout": '[{"label":"Contacts","name":"contacts_section","opened":true,"editable":false,"contacts":[]},{"label":"Organization Details","name":"organization_tab","opened":true,"fields":["organization","website","territory","annual_revenue","close_date","probability","next_step","deal_owner"]}]',
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},
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"Contact-Side Panel": {
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"doctype": "Contact",
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"layout": '[{"label":"Details","name":"details","opened":true,"fields":["salutation","first_name","last_name","email_id","mobile_no","gender","company_name","designation","address"]}]'
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"layout": '[{"label":"Details","name":"details","opened":true,"fields":["salutation","first_name","last_name","email_id","mobile_no","gender","company_name","designation","address"]}]',
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},
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"CRM Organization-Side Panel": {
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"doctype": "CRM Organization",
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"layout": '[{"label":"Details","name":"details","opened":true,"fields":["organization_name","website","territory","industry","no_of_employees","address"]}]'
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"layout": '[{"label":"Details","name":"details","opened":true,"fields":["organization_name","website","territory","industry","no_of_employees","address"]}]',
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},
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}
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data_fields_layouts = {
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"CRM Lead-Data Fields": {
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"doctype": "CRM Lead",
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"layout": '[{"no_tabs":true,"sections":[{"label": "Details", "name": "details", "opened": true, "fields": ["organization", "website", "territory", "industry", "job_title", "source", "lead_owner"]}, {"label": "Person", "name": "person_tab", "opened": true, "fields": ["salutation", "first_name", "last_name", "email", "mobile_no"]}]}]',
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},
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"CRM Deal-Data Fields": {
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"doctype": "CRM Deal",
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"layout": '[{"no_tabs":true,"sections":[{"label":"Organization Details","name":"organization_tab","opened":true,"fields":["organization","website","territory","annual_revenue","close_date","probability","next_step","deal_owner"]}]}]',
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},
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}
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@ -180,6 +195,20 @@ def add_default_fields_layout(force=False):
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doc.layout = sidebar_fields_layouts[layout]["layout"]
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doc.insert()
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for layout in data_fields_layouts:
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if frappe.db.exists("CRM Fields Layout", layout):
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if force:
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frappe.delete_doc("CRM Fields Layout", layout)
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else:
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continue
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doc = frappe.new_doc("CRM Fields Layout")
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doc.type = "Data Fields"
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doc.dt = data_fields_layouts[layout]["doctype"]
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doc.layout = data_fields_layouts[layout]["layout"]
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doc.insert()
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def add_property_setter():
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if not frappe.db.exists("Property Setter", {"name": "Contact-main-search_fields"}):
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doc = frappe.new_doc("Property Setter")
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@ -190,6 +219,7 @@ def add_property_setter():
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doc.value = "email_id"
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doc.insert()
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def add_email_template_custom_fields():
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if not frappe.get_meta("Email Template").has_field("enabled"):
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click.secho("* Installing Custom Fields in Email Template")
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@ -219,7 +249,59 @@ def add_email_template_custom_fields():
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def add_default_industries():
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industries = ["Accounting", "Advertising", "Aerospace", "Agriculture", "Airline", "Apparel & Accessories", "Automotive", "Banking", "Biotechnology", "Broadcasting", "Brokerage", "Chemical", "Computer", "Consulting", "Consumer Products", "Cosmetics", "Defense", "Department Stores", "Education", "Electronics", "Energy", "Entertainment & Leisure, Executive Search", "Financial Services", "Food", "Beverage & Tobacco", "Grocery", "Health Care", "Internet Publishing", "Investment Banking", "Legal", "Manufacturing", "Motion Picture & Video", "Music", "Newspaper Publishers", "Online Auctions", "Pension Funds", "Pharmaceuticals", "Private Equity", "Publishing", "Real Estate", "Retail & Wholesale", "Securities & Commodity Exchanges", "Service", "Soap & Detergent", "Software", "Sports", "Technology", "Telecommunications", "Television", "Transportation", "Venture Capital"]
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industries = [
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"Accounting",
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"Advertising",
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"Aerospace",
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"Agriculture",
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"Airline",
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"Apparel & Accessories",
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"Automotive",
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"Banking",
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"Biotechnology",
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"Broadcasting",
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"Brokerage",
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"Chemical",
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"Computer",
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"Consulting",
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"Consumer Products",
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"Cosmetics",
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"Defense",
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"Department Stores",
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"Education",
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"Electronics",
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"Energy",
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"Entertainment & Leisure, Executive Search",
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"Financial Services",
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"Food",
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"Beverage & Tobacco",
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"Grocery",
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"Health Care",
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"Internet Publishing",
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"Investment Banking",
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"Legal",
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"Manufacturing",
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"Motion Picture & Video",
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"Music",
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"Newspaper Publishers",
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"Online Auctions",
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"Pension Funds",
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"Pharmaceuticals",
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"Private Equity",
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"Publishing",
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"Real Estate",
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"Retail & Wholesale",
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"Securities & Commodity Exchanges",
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"Service",
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"Soap & Detergent",
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"Software",
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"Sports",
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"Technology",
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"Telecommunications",
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"Television",
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"Transportation",
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"Venture Capital",
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]
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for industry in industries:
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if frappe.db.exists("CRM Industry", industry):
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@ -231,7 +313,18 @@ def add_default_industries():
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def add_default_lead_sources():
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lead_sources = ["Existing Customer", "Reference", "Advertisement", "Cold Calling", "Exhibition", "Supplier Reference", "Mass Mailing", "Customer's Vendor", "Campaign", "Walk In"]
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lead_sources = [
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"Existing Customer",
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"Reference",
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"Advertisement",
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"Cold Calling",
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"Exhibition",
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"Supplier Reference",
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"Mass Mailing",
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"Customer's Vendor",
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"Campaign",
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"Walk In",
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]
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for source in lead_sources:
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if frappe.db.exists("CRM Lead Source", source):
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@ -6,6 +6,6 @@ crm.patches.v1_0.move_crm_note_data_to_fcrm_note
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[post_model_sync]
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# Patches added in this section will be executed after doctypes are migrated
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crm.patches.v1_0.create_email_template_custom_fields
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crm.patches.v1_0.create_default_fields_layout #31/10/2024
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crm.patches.v1_0.create_default_fields_layout #10/12/2024
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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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