Merge pull request #568 from frappe/develop
This commit is contained in:
Shariq Ansari
GitHub
commit
0e6751ac92
@ -1,22 +1,24 @@
|
||||
# Copyright (c) 2024, Frappe and contributors
|
||||
# For license information, please see license.txt
|
||||
|
||||
import json
|
||||
|
||||
import frappe
|
||||
from frappe import _
|
||||
from frappe.custom.doctype.property_setter.property_setter import make_property_setter
|
||||
from frappe.model.document import Document
|
||||
from frappe.frappeclient import FrappeClient
|
||||
from frappe.model.document import Document
|
||||
from frappe.utils import get_url_to_form, get_url_to_list
|
||||
import json
|
||||
|
||||
|
||||
class ERPNextCRMSettings(Document):
|
||||
def validate(self):
|
||||
if self.enabled:
|
||||
self.validate_if_erpnext_installed()
|
||||
self.add_quotation_to_option()
|
||||
self.create_custom_fields()
|
||||
self.create_custom_fields()
|
||||
self.create_crm_form_script()
|
||||
|
||||
|
||||
def validate_if_erpnext_installed(self):
|
||||
if not self.is_erpnext_in_different_site:
|
||||
if "erpnext" not in frappe.get_installed_apps():
|
||||
@ -37,6 +39,7 @@ class ERPNextCRMSettings(Document):
|
||||
def create_custom_fields(self):
|
||||
if not self.is_erpnext_in_different_site:
|
||||
from erpnext.crm.frappe_crm_api import create_custom_fields_for_frappe_crm
|
||||
|
||||
create_custom_fields_for_frappe_crm()
|
||||
else:
|
||||
self.create_custom_fields_in_remote_site()
|
||||
@ -48,22 +51,24 @@ class ERPNextCRMSettings(Document):
|
||||
except Exception:
|
||||
frappe.log_error(
|
||||
frappe.get_traceback(),
|
||||
f"Error while creating custom field in the remote erpnext site: {self.erpnext_site_url}"
|
||||
f"Error while creating custom field in the remote erpnext site: {self.erpnext_site_url}",
|
||||
)
|
||||
frappe.throw("Error while creating custom field in ERPNext, check error log for more details")
|
||||
|
||||
def create_crm_form_script(self):
|
||||
if not frappe.db.exists("CRM Form Script", "Create Quotation from CRM Deal"):
|
||||
script = get_crm_form_script()
|
||||
frappe.get_doc({
|
||||
"doctype": "CRM Form Script",
|
||||
"name": "Create Quotation from CRM Deal",
|
||||
"dt": "CRM Deal",
|
||||
"view": "Form",
|
||||
"script": script,
|
||||
"enabled": 1,
|
||||
"is_standard": 1
|
||||
}).insert()
|
||||
frappe.get_doc(
|
||||
{
|
||||
"doctype": "CRM Form Script",
|
||||
"name": "Create Quotation from CRM Deal",
|
||||
"dt": "CRM Deal",
|
||||
"view": "Form",
|
||||
"script": script,
|
||||
"enabled": 1,
|
||||
"is_standard": 1,
|
||||
}
|
||||
).insert()
|
||||
|
||||
@frappe.whitelist()
|
||||
def reset_erpnext_form_script(self):
|
||||
@ -77,14 +82,14 @@ class ERPNextCRMSettings(Document):
|
||||
frappe.log_error(frappe.get_traceback(), "Error while resetting form script")
|
||||
return False
|
||||
|
||||
|
||||
def get_erpnext_site_client(erpnext_crm_settings):
|
||||
site_url = erpnext_crm_settings.erpnext_site_url
|
||||
api_key = erpnext_crm_settings.api_key
|
||||
api_secret = erpnext_crm_settings.get_password("api_secret", raise_exception=False)
|
||||
|
||||
return FrappeClient(
|
||||
site_url, api_key=api_key, api_secret=api_secret
|
||||
)
|
||||
return FrappeClient(site_url, api_key=api_key, api_secret=api_secret)
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_customer_link(crm_deal):
|
||||
@ -107,7 +112,7 @@ def get_customer_link(crm_deal):
|
||||
except Exception:
|
||||
frappe.log_error(
|
||||
frappe.get_traceback(),
|
||||
f"Error while fetching customer in remote site: {erpnext_crm_settings.erpnext_site_url}"
|
||||
f"Error while fetching customer in remote site: {erpnext_crm_settings.erpnext_site_url}",
|
||||
)
|
||||
frappe.throw(_("Error while fetching customer in ERPNext, check error log for more details"))
|
||||
|
||||
@ -118,23 +123,28 @@ def get_quotation_url(crm_deal, organization):
|
||||
if not erpnext_crm_settings.enabled:
|
||||
frappe.throw(_("ERPNext is not integrated with the CRM"))
|
||||
|
||||
contact = get_contact(crm_deal)
|
||||
address = get_organization_address(organization).get("name") if organization else None
|
||||
|
||||
if not erpnext_crm_settings.is_erpnext_in_different_site:
|
||||
quotation_url = get_url_to_list("Quotation")
|
||||
return f"{quotation_url}/new?quotation_to=CRM Deal&crm_deal={crm_deal}&party_name={crm_deal}&company={erpnext_crm_settings.erpnext_company}"
|
||||
return f"{quotation_url}/new?quotation_to=CRM Deal&crm_deal={crm_deal}&party_name={crm_deal}&company={erpnext_crm_settings.erpnext_company}&contact_person={contact}&customer_address={address}"
|
||||
else:
|
||||
site_url = erpnext_crm_settings.get("erpnext_site_url")
|
||||
quotation_url = f"{site_url}/app/quotation"
|
||||
|
||||
prospect = create_prospect_in_remote_site(crm_deal, erpnext_crm_settings)
|
||||
return f"{quotation_url}/new?quotation_to=Prospect&crm_deal={crm_deal}&party_name={prospect}&company={erpnext_crm_settings.erpnext_company}"
|
||||
return f"{quotation_url}/new?quotation_to=Prospect&crm_deal={crm_deal}&party_name={prospect}&company={erpnext_crm_settings.erpnext_company}&contact_person={contact}&customer_address={address}"
|
||||
|
||||
|
||||
def create_prospect_in_remote_site(crm_deal, erpnext_crm_settings):
|
||||
try:
|
||||
client = get_erpnext_site_client(erpnext_crm_settings)
|
||||
doc = frappe.get_doc("CRM Deal", crm_deal)
|
||||
doc = frappe.get_cached_doc("CRM Deal", crm_deal)
|
||||
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,
|
||||
"lead_name": doc.lead_name,
|
||||
@ -147,32 +157,47 @@ def create_prospect_in_remote_site(crm_deal, erpnext_crm_settings):
|
||||
"annual_revenue": doc.annual_revenue,
|
||||
"contacts": json.dumps(contacts),
|
||||
"erpnext_company": erpnext_crm_settings.erpnext_company,
|
||||
"address": address.as_dict() if address else None
|
||||
"address": address.as_dict() if address else None,
|
||||
},
|
||||
)
|
||||
except Exception:
|
||||
frappe.log_error(
|
||||
frappe.get_traceback(),
|
||||
f"Error while creating prospect in remote site: {erpnext_crm_settings.erpnext_site_url}"
|
||||
f"Error while creating prospect in remote site: {erpnext_crm_settings.erpnext_site_url}",
|
||||
)
|
||||
frappe.throw(_("Error while creating prospect in ERPNext, check error log for more details"))
|
||||
|
||||
|
||||
def get_contact(crm_deal):
|
||||
doc = frappe.get_cached_doc("CRM Deal", crm_deal)
|
||||
contact = None
|
||||
for c in doc.contacts:
|
||||
if c.is_primary:
|
||||
contact = c.contact
|
||||
break
|
||||
|
||||
return contact
|
||||
|
||||
|
||||
def get_contacts(doc):
|
||||
contacts = []
|
||||
for c in doc.contacts:
|
||||
contacts.append({
|
||||
"contact": c.contact,
|
||||
"full_name": c.full_name,
|
||||
"email": c.email,
|
||||
"mobile_no": c.mobile_no,
|
||||
"gender": c.gender,
|
||||
"is_primary": c.is_primary,
|
||||
})
|
||||
contacts.append(
|
||||
{
|
||||
"contact": c.contact,
|
||||
"full_name": c.full_name,
|
||||
"email": c.email,
|
||||
"mobile_no": c.mobile_no,
|
||||
"gender": c.gender,
|
||||
"is_primary": c.is_primary,
|
||||
}
|
||||
)
|
||||
return contacts
|
||||
|
||||
|
||||
def get_organization_address(organization):
|
||||
address = frappe.db.get_value("CRM Organization", organization, "address")
|
||||
address = frappe.get_doc("Address", address) if address else None
|
||||
address = frappe.get_cached_doc("Address", address) if address else None
|
||||
if not address:
|
||||
return None
|
||||
return {
|
||||
@ -188,6 +213,7 @@ def get_organization_address(organization):
|
||||
"pincode": address.pincode,
|
||||
}
|
||||
|
||||
|
||||
def create_customer_in_erpnext(doc, method):
|
||||
erpnext_crm_settings = frappe.get_single("ERPNext CRM Settings")
|
||||
if (
|
||||
@ -196,7 +222,7 @@ def create_customer_in_erpnext(doc, method):
|
||||
or doc.status != erpnext_crm_settings.deal_status
|
||||
):
|
||||
return
|
||||
|
||||
|
||||
contacts = get_contacts(doc)
|
||||
address = get_organization_address(doc.organization)
|
||||
customer = {
|
||||
@ -213,26 +239,26 @@ def create_customer_in_erpnext(doc, method):
|
||||
}
|
||||
if not erpnext_crm_settings.is_erpnext_in_different_site:
|
||||
from erpnext.crm.frappe_crm_api import create_customer
|
||||
|
||||
create_customer(customer)
|
||||
else:
|
||||
create_customer_in_remote_site(customer, erpnext_crm_settings)
|
||||
|
||||
frappe.publish_realtime("crm_customer_created")
|
||||
|
||||
|
||||
def create_customer_in_remote_site(customer, erpnext_crm_settings):
|
||||
client = get_erpnext_site_client(erpnext_crm_settings)
|
||||
try:
|
||||
client.post_api("erpnext.crm.frappe_crm_api.create_customer", customer)
|
||||
except Exception:
|
||||
frappe.log_error(
|
||||
frappe.get_traceback(),
|
||||
"Error while creating customer in remote site"
|
||||
)
|
||||
frappe.log_error(frappe.get_traceback(), "Error while creating customer in remote site")
|
||||
frappe.throw(_("Error while creating customer in ERPNext, check error log for more details"))
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_crm_form_script():
|
||||
return """
|
||||
return """
|
||||
async function setupForm({ doc, call, $dialog, updateField, createToast }) {
|
||||
let actions = [];
|
||||
let is_erpnext_integration_enabled = await call("frappe.client.get_single_value", {doctype: "ERPNext CRM Settings", field: "enabled"});
|
||||
|
||||
@ -216,7 +216,7 @@ async function startCamera() {
|
||||
}
|
||||
|
||||
function stopStream() {
|
||||
stream.value.getTracks().forEach((track) => track.stop())
|
||||
stream.value?.getTracks()?.forEach((track) => track.stop())
|
||||
showCamera.value = false
|
||||
cameraImage.value = null
|
||||
}
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user