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fix: assigning to new owner and revoking old assignees permissions

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This commit is contained in:
pu-raihan 2024-10-17 10:50:17 +05:30
parent 068edf8737
commit 981e96be7c
2 changed files with 10 additions and 6 deletions
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8
crm/fcrm/doctype/crm_deal/crm_deal.py
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@ -18,9 +18,11 @@ class CRMDeal(Document):
def validate(self):
self.set_primary_contact()
self.set_primary_email_mobile_no()
if self.deal_owner and not self.is_new():
self.share_with_agent(self.deal_owner)
self.assign_agent(self.deal_owner)
if not self.is_new():
curr_owner = frappe.db.get_value(self.doctype,self.name,"deal_owner")
if self.deal_owner and self.deal_owner != curr_owner:
self.share_with_agent(self.deal_owner)
self.assign_agent(self.deal_owner)
if self.has_value_changed("status"):
add_status_change_log(self)

8
crm/fcrm/doctype/crm_lead/crm_lead.py
View File

@ -21,9 +21,11 @@ class CRMLead(Document):
self.set_lead_name()
self.set_title()
self.validate_email()
if self.lead_owner and not self.is_new():
self.share_with_agent(self.lead_owner)
self.assign_agent(self.lead_owner)
if not self.is_new():
curr_owner = frappe.db.get_value(self.doctype,self.name,"lead_owner")
if self.lead_owner and self.lead_owner != curr_owner:
self.share_with_agent(self.lead_owner)
self.assign_agent(self.lead_owner)
if self.has_value_changed("status"):
add_status_change_log(self)