fix: show assigned & unassigned notification for Lead, Deal and Task
This commit is contained in:
Shariq Ansari
parent
d479315e18
commit
a9318d71c0
@ -1,8 +1,103 @@
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import frappe
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from frappe import _
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from crm.fcrm.doctype.crm_notification.crm_notification import notify_user
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def after_insert(doc, method):
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if doc.reference_type in ["CRM Lead", "CRM Deal"] and doc.reference_name and doc.allocated_to:
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fieldname = "lead_owner" if doc.reference_type == "CRM Lead" else "deal_owner"
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lead_owner = frappe.db.get_value(doc.reference_type, doc.reference_name, fieldname)
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if not lead_owner:
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frappe.db.set_value(doc.reference_type, doc.reference_name, fieldname, doc.allocated_to)
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frappe.db.set_value(doc.reference_type, doc.reference_name, fieldname, doc.allocated_to)
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if doc.reference_type in ["CRM Lead", "CRM Deal", "CRM Task"] and doc.reference_name and doc.allocated_to:
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notify_assigned_user(doc)
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def on_update(doc, method):
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if doc.has_value_changed("status") and doc.status == "Cancelled" and doc.reference_type in ["CRM Lead", "CRM Deal", "CRM Task"] and doc.reference_name and doc.allocated_to:
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notify_assigned_user(doc, is_cancelled=True)
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def notify_assigned_user(doc, is_cancelled=False):
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_doc = frappe.get_doc(doc.reference_type, doc.reference_name)
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owner = frappe.get_cached_value("User", frappe.session.user, "full_name")
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notification_text = get_notification_text(owner, doc, _doc, is_cancelled)
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message = _("Your assignment on {0} {1} has been removed by {2}").format(
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doc.reference_type,
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doc.reference_name,
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owner
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) if is_cancelled else _("{0} assigned a {1} {2} to you").format(
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owner,
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doc.reference_type,
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doc.reference_name
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)
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redirect_to_doctype, redirect_to_name = get_redirect_to_doc(doc)
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notify_user({
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"owner": frappe.session.user,
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"assigned_to": doc.allocated_to,
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"notification_type": "Assignment",
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"message": message,
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"notification_text": notification_text,
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"reference_doctype": doc.reference_type,
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"reference_docname": doc.reference_name,
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"redirect_to_doctype": redirect_to_doctype,
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"redirect_to_docname": redirect_to_name,
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})
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def get_notification_text(owner, doc, reference_doc, is_cancelled=False):
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name = doc.reference_name
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doctype = doc.reference_type
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if doctype.startswith("CRM "):
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doctype = doctype[4:].lower()
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if doctype in ["CRM Lead", "CRM Deal"]:
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name = reference_doc.lead_name or name if doctype == "CRM Lead" else reference_doc.organization or reference_doc.lead_name or name
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if is_cancelled:
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return f"""
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<div class="mb-2 leading-5 text-gray-600">
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<span>{ _('Your assignment on {0} {1} has been removed by {2}').format(
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doctype,
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f'<span class="font-medium text-gray-900">{ name }</span>',
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f'<span class="font-medium text-gray-900">{ owner }</span>'
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) }</span>
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</div>
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"""
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return f"""
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<div class="mb-2 leading-5 text-gray-600">
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<span class="font-medium text-gray-900">{ owner }</span>
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<span>{ _('assigned a {0} {1} to you').format(
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doctype,
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f'<span class="font-medium text-gray-900">{ name }</span>'
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) }</span>
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</div>
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"""
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if doc.reference_type == "CRM Task":
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if is_cancelled:
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return f"""
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<div class="mb-2 leading-5 text-gray-600">
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<span>{ _('Your assignment on task {0} has been removed by {1}').format(
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f'<span class="font-medium text-gray-900">{ reference_doc.title }</span>',
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f'<span class="font-medium text-gray-900">{ owner }</span>'
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) }</span>
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</div>
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"""
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return f"""
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<div class="mb-2 leading-5 text-gray-600">
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<span class="font-medium text-gray-900">{ owner }</span>
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<span>{ _('assigned a new task {0} to you').format(
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f'<span class="font-medium text-gray-900">{ reference_doc.title }</span>'
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) }</span>
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</div>
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"""
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def get_redirect_to_doc(doc):
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if doc.reference_type == "CRM Task":
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reference_doc = frappe.get_doc(doc.reference_type, doc.reference_name)
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return reference_doc.reference_doctype, reference_doc.reference_docname
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return doc.reference_type, doc.reference_name
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@ -34,7 +34,7 @@
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"fieldtype": "Select",
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"in_list_view": 1,
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"label": "Type",
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"options": "Mention\nTask\nWhatsApp",
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"options": "Mention\nTask\nAssignment\nWhatsApp",
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"reqd": 1
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},
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{
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@ -116,7 +116,7 @@
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],
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"index_web_pages_for_search": 1,
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"links": [],
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"modified": "2024-09-23 17:22:06.973897",
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"modified": "2024-09-23 19:34:08.635305",
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"modified_by": "Administrator",
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"module": "FCRM",
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"name": "CRM Notification",
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@ -4,7 +4,7 @@
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import frappe
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from frappe import _
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from frappe.model.document import Document
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from frappe.desk.form.assign_to import add as assign
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from frappe.desk.form.assign_to import add as assign, remove as unassign
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from crm.fcrm.doctype.crm_notification.crm_notification import notify_user
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@ -31,34 +31,6 @@ class CRMTask(Document):
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"name": self.name,
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"description": self.title or self.description,
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})
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self.notify_assigned_user()
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def notify_assigned_user(self):
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"""
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Notify the assigned user about the task assignment
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"""
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owner = frappe.get_cached_value("User", self.owner, "full_name")
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notification_text = f"""
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<div class="mb-2 leading-5 text-gray-600">
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<span class="font-medium text-gray-900">{ owner }</span>
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<span>{ _('assigned a new task {0} to you').format(
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f'<span class="font-medium text-gray-900">{ self.title }</span>'
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) }</span>
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</div>
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"""
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notify_user({
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"owner": self.owner,
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"assigned_to": self.assigned_to,
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"notification_type": "Task",
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"message": self.description,
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"notification_text": notification_text,
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"doctype": self.doctype,
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"name": self.name,
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"reference_doctype": self.reference_doctype,
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"reference_docname": self.reference_docname,
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})
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@staticmethod
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@ -144,6 +144,7 @@ doc_events = {
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},
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"ToDo": {
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"after_insert": ["crm.api.todo.after_insert"],
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"on_update": ["crm.api.todo.on_update"],
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},
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"Comment": {
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"on_update": ["crm.api.comment.on_update"],
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@ -152,8 +153,8 @@ doc_events = {
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"validate": ["crm.api.whatsapp.validate"],
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"on_update": ["crm.api.whatsapp.on_update"],
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},
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"CRM Deal": {
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"on_update": ["crm.fcrm.doctype.erpnext_crm_settings.erpnext_crm_settings.create_customer_in_erpnext"],
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"CRM Deal": {
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"on_update": ["crm.fcrm.doctype.erpnext_crm_settings.erpnext_crm_settings.create_customer_in_erpnext"],
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},
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}
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