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fix: added products table in crm lead

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(cherry picked from commit 26c892c2a046a576311a5ca309d61e878201556c)
This commit is contained in:
Shariq Ansari 2025-05-14 19:57:09 +05:30 committed by Mergify
parent 451a67cfd1
commit 49a79cdb36
3 changed files with 111 additions and 17 deletions
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18
crm/fcrm/doctype/crm_deal/crm_deal.js
View File

@ -12,20 +12,10 @@ frappe.ui.form.on("CRM Deal", {
frm.doc.products.forEach((d) => {
total += d.amount;
total_qty += d.qty;
net_total += d.net_amount || d.amount;
net_total += d.net_amount;
});
if (total) {
frappe.model.set_value(frm.doctype, frm.docname, "total", total);
}
if (total_qty) {
frappe.model.set_value(
frm.doctype,
frm.docname,
"total_qty",
total_qty
);
}
frappe.model.set_value(frm.doctype, frm.docname, "total", total);
frappe.model.set_value(
frm.doctype,
frm.docname,
@ -44,9 +34,7 @@ frappe.ui.form.on("CRM Products", {
},
product_code: function (frm, cdt, cdn) {
let d = frappe.get_doc(cdt, cdn);
if (!d.product_name) {
frappe.model.set_value(cdt, cdn, "product_name", d.product_code);
}
frappe.model.set_value(cdt, cdn, "product_name", d.product_code);
},
rate: function (frm, cdt, cdn) {
let d = frappe.get_doc(cdt, cdn);

64
crm/fcrm/doctype/crm_lead/crm_lead.js
View File

@ -5,4 +5,68 @@ frappe.ui.form.on("CRM Lead", {
refresh(frm) {
frm.add_web_link(`/crm/leads/${frm.doc.name}`, __("Open in Portal"));
},
update_total: function (frm) {
let total = 0;
let total_qty = 0;
let net_total = 0;
frm.doc.products.forEach((d) => {
total += d.amount;
total_qty += d.qty;
net_total += d.net_amount;
});
frappe.model.set_value(frm.doctype, frm.docname, "total", total);
frappe.model.set_value(
frm.doctype,
frm.docname,
"net_total",
net_total || total
);
}
});
frappe.ui.form.on("CRM Products", {
products_add: function (frm, cdt, cdn) {
frm.trigger("update_total");
},
products_remove: function (frm, cdt, cdn) {
frm.trigger("update_total");
},
product_code: function (frm, cdt, cdn) {
let d = frappe.get_doc(cdt, cdn);
frappe.model.set_value(cdt, cdn, "product_name", d.product_code);
},
rate: function (frm, cdt, cdn) {
let d = frappe.get_doc(cdt, cdn);
if (d.rate && d.qty) {
frappe.model.set_value(cdt, cdn, "amount", d.rate * d.qty);
}
frm.trigger("update_total");
},
qty: function (frm, cdt, cdn) {
let d = frappe.get_doc(cdt, cdn);
if (d.rate && d.qty) {
frappe.model.set_value(cdt, cdn, "amount", d.rate * d.qty);
}
frm.trigger("update_total");
},
discount_percentage: function (frm, cdt, cdn) {
let d = frappe.get_doc(cdt, cdn);
if (d.discount_percentage && d.amount) {
discount_amount = (d.discount_percentage / 100) * d.amount;
frappe.model.set_value(
cdt,
cdn,
"discount_amount",
discount_amount
);
frappe.model.set_value(
cdt,
cdn,
"net_amount",
d.amount - discount_amount
);
}
frm.trigger("update_total");
}
});

46
crm/fcrm/doctype/crm_lead/crm_lead.json
View File

@ -37,6 +37,12 @@
"annual_revenue",
"image",
"converted",
"products_tab",
"products",
"section_break_ggwh",
"total",
"column_break_uisv",
"net_total",
"sla_tab",
"sla",
"sla_creation",
@ -285,12 +291,47 @@
"fieldtype": "Table",
"label": "Status Change Log",
"options": "CRM Status Change Log"
},
{
"fieldname": "products_tab",
"fieldtype": "Tab Break",
"label": "Products"
},
{
"fieldname": "products",
"fieldtype": "Table",
"label": "Products",
"options": "CRM Products"
},
{
"fieldname": "section_break_ggwh",
"fieldtype": "Section Break"
},
{
"fieldname": "total",
"fieldtype": "Currency",
"label": "Total",
"options": "currency",
"read_only": 1
},
{
"fieldname": "column_break_uisv",
"fieldtype": "Column Break"
},
{
"description": "Total after discount",
"fieldname": "net_total",
"fieldtype": "Currency",
"label": "Net Total",
"options": "currency",
"read_only": 1
}
],
"grid_page_length": 50,
"image_field": "image",
"index_web_pages_for_search": 1,
"links": [],
"modified": "2025-01-02 22:14:01.991054",
"modified": "2025-05-14 19:51:06.184569",
"modified_by": "Administrator",
"module": "FCRM",
"name": "CRM Lead",
@ -331,6 +372,7 @@
"share": 1
}
],
"row_format": "Dynamic",
"sender_field": "email",
"sender_name_field": "first_name",
"show_title_field_in_link": 1,
@ -339,4 +381,4 @@
"states": [],
"title_field": "lead_name",
"track_changes": 1
}
}