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fix: update primary mobile_no & email in deal if contact is updated

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(cherry picked from commit 96200aebe607ecfdabfcb0a4f0ea7dfa4beab213)
This commit is contained in:
Shariq Ansari 2025-07-05 13:21:21 +05:30 committed by Mergify
parent ca52a29b6e
commit be7154506f
3 changed files with 13 additions and 20 deletions
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13
crm/api/contact.py
View File

@ -14,11 +14,16 @@ def update_deals_email_mobile_no(doc):
)
for linked_deal in linked_deals:
deal = frappe.get_cached_doc("CRM Deal", linked_deal.parent)
deal = frappe.db.get_values("CRM Deal", linked_deal.parent, ["email", "mobile_no"], as_dict=True)[0]
if deal.email != doc.email_id or deal.mobile_no != doc.mobile_no:
deal.email = doc.email_id
deal.mobile_no = doc.mobile_no
deal.save(ignore_permissions=True)
frappe.db.set_value(
"CRM Deal",
linked_deal.parent,
{
"email": doc.email_id,
"mobile_no": doc.mobile_no,
},
)
@frappe.whitelist()

18
crm/fcrm/doctype/crm_deal/api.py
View File

@ -1,6 +1,6 @@
import frappe
from crm.api.doc import get_assigned_users, get_fields_meta
from crm.api.doc import get_fields_meta
from crm.fcrm.doctype.crm_form_script.crm_form_script import get_form_script
@ -32,24 +32,12 @@ def get_deal_contacts(name):
is_primary = contact.is_primary
contact = frappe.get_doc("Contact", contact.contact).as_dict()
def get_primary_email(contact):
for email in contact.email_ids:
if email.is_primary:
return email.email_id
return contact.email_ids[0].email_id if contact.email_ids else ""
def get_primary_mobile_no(contact):
for phone in contact.phone_nos:
if phone.is_primary:
return phone.phone
return contact.phone_nos[0].phone if contact.phone_nos else ""
_contact = {
"name": contact.name,
"image": contact.image,
"full_name": contact.full_name,
"email": get_primary_email(contact),
"mobile_no": get_primary_mobile_no(contact),
"email": contact.email_id,
"mobile_no": contact.mobile_no,
"is_primary": is_primary,
}
deal_contacts.append(_contact)

2
crm/fcrm/doctype/crm_lead/api.py
View File

@ -1,6 +1,6 @@
import frappe
from crm.api.doc import get_assigned_users, get_fields_meta
from crm.api.doc import get_fields_meta
from crm.fcrm.doctype.crm_form_script.crm_form_script import get_form_script