# Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and Contributors # MIT License. See license.txt from __future__ import unicode_literals import click import frappe from frappe.custom.doctype.custom_field.custom_field import create_custom_fields def before_install(): pass def after_install(): add_default_lead_statuses() add_default_deal_statuses() add_default_communication_statuses() add_default_fields_layout() add_property_setter() add_email_template_custom_fields() add_default_industries() add_default_lead_sources() frappe.db.commit() def add_default_lead_statuses(): statuses = { "New": { "color": "gray", "position": 1, }, "Contacted": { "color": "orange", "position": 2, }, "Nurture": { "color": "blue", "position": 3, }, "Qualified": { "color": "green", "position": 4, }, "Unqualified": { "color": "red", "position": 5, }, "Junk": { "color": "purple", "position": 6, }, } for status in statuses: if frappe.db.exists("CRM Lead Status", status): continue doc = frappe.new_doc("CRM Lead Status") doc.lead_status = status doc.color = statuses[status]["color"] doc.position = statuses[status]["position"] doc.insert() def add_default_deal_statuses(): statuses = { "Qualification": { "color": "gray", "position": 1, }, "Demo/Making": { "color": "orange", "position": 2, }, "Proposal/Quotation": { "color": "blue", "position": 3, }, "Negotiation": { "color": "yellow", "position": 4, }, "Ready to Close": { "color": "purple", "position": 5, }, "Won": { "color": "green", "position": 6, }, "Lost": { "color": "red", "position": 7, }, } for status in statuses: if frappe.db.exists("CRM Deal Status", status): continue doc = frappe.new_doc("CRM Deal Status") doc.deal_status = status doc.color = statuses[status]["color"] doc.position = statuses[status]["position"] doc.insert() def add_default_communication_statuses(): statuses = ["Open", "Replied"] for status in statuses: if frappe.db.exists("CRM Communication Status", status): continue doc = frappe.new_doc("CRM Communication Status") doc.status = status doc.insert() def add_default_fields_layout(): quick_entry_layouts = { "CRM Lead-Quick Entry": { "doctype": "CRM Lead", "layout": '[{"label":"Person","fields":["salutation","first_name","last_name","email","mobile_no", "gender"],"hideLabel":true},{"label":"Organization","fields":["organization","website","no_of_employees","territory","annual_revenue","industry"],"hideLabel":true,"hideBorder":false},{"label":"Other","columns":2,"fields":["status","lead_owner"],"hideLabel":true,"hideBorder":false}]' }, "CRM Deal-Quick Entry": { "doctype": "CRM Deal", "layout": '[{"label": "Select Organization", "fields": ["organization"], "hideLabel": true, "editable": true}, {"label": "Organization Details", "fields": ["organization_name", "website", "no_of_employees", "territory", "annual_revenue", "industry"], "hideLabel": true, "editable": true}, {"label": "Select Contact", "fields": ["contact"], "hideLabel": true, "editable": true}, {"label": "Contact Details", "fields": ["salutation", "first_name", "last_name", "email", "mobile_no", "gender"], "hideLabel": true, "editable": true}, {"label": "Other", "columns": 2, "fields": ["status", "deal_owner"], "hideLabel": true}]' }, "Contact-Quick Entry": { "doctype": "Contact", "layout": '[{"label":"Salutation","columns":1,"fields":["salutation"],"hideLabel":true},{"label":"Full Name","columns":2,"hideBorder":true,"fields":["first_name","last_name"],"hideLabel":true},{"label":"Email","columns":1,"hideBorder":true,"fields":["email_id"],"hideLabel":true},{"label":"Mobile No. & Gender","columns":2,"hideBorder":true,"fields":["mobile_no","gender"],"hideLabel":true},{"label":"Organization","columns":1,"hideBorder":true,"fields":["company_name"],"hideLabel":true},{"label":"Designation","columns":1,"hideBorder":true,"fields":["designation"],"hideLabel":true},{"label":"Address","columns":1,"hideBorder":true,"fields":["address"],"hideLabel":true}]' }, "CRM Organization-Quick Entry": { "doctype": "CRM Organization", "layout": '[{"label":"Organization Name","columns":1,"fields":["organization_name"],"hideLabel":true},{"label":"Website & Revenue","columns":2,"hideBorder":true,"fields":["website","annual_revenue"],"hideLabel":true},{"label":"Territory","columns":1,"hideBorder":true,"fields":["territory"],"hideLabel":true},{"label":"No of Employees & Industry","columns":2,"hideBorder":true,"fields":["no_of_employees","industry"],"hideLabel":true},{"label":"Address","columns":1,"hideBorder":true,"fields":["address"],"hideLabel":true}]' }, "Address-Quick Entry": { "doctype": "Address", "layout": '[{"label":"Address","columns":1,"fields":["address_title","address_type","address_line1","address_line2","city","state","country","pincode"],"hideLabel":true}]' }, } sidebar_fields_layouts = { "CRM Lead-Side Panel": { "doctype": "CRM Lead", "layout": '[{"label": "Details", "name": "details", "opened": true, "fields": ["organization", "website", "territory", "industry", "job_title", "source", "lead_owner"]}, {"label": "Person", "name": "person_tab", "opened": true, "fields": ["salutation", "first_name", "last_name", "email", "mobile_no"]}]' }, "CRM Deal-Side Panel": { "doctype": "CRM Deal", "layout": '[{"label":"Contacts","name":"contacts_section","opened":true,"editable":false,"contacts":[]},{"label":"Organization Details","name":"organization_tab","opened":true,"fields":["organization","website","territory","annual_revenue","close_date","probability","next_step","deal_owner"]}]' }, } for layout in quick_entry_layouts: if frappe.db.exists("CRM Fields Layout", layout): continue doc = frappe.new_doc("CRM Fields Layout") doc.type = "Quick Entry" doc.dt = quick_entry_layouts[layout]["doctype"] doc.layout = quick_entry_layouts[layout]["layout"] doc.insert() for layout in sidebar_fields_layouts: if frappe.db.exists("CRM Fields Layout", layout): continue doc = frappe.new_doc("CRM Fields Layout") doc.type = "Side Panel" doc.dt = sidebar_fields_layouts[layout]["doctype"] doc.layout = sidebar_fields_layouts[layout]["layout"] doc.insert() def add_property_setter(): if not frappe.db.exists("Property Setter", {"name": "Contact-main-search_fields"}): doc = frappe.new_doc("Property Setter") doc.doctype_or_field = "DocType" doc.doc_type = "Contact" doc.property = "search_fields" doc.property_type = "Data" doc.value = "email_id" doc.insert() def add_email_template_custom_fields(): if not frappe.get_meta("Email Template").has_field("enabled"): click.secho("* Installing Custom Fields in Email Template") create_custom_fields( { "Email Template": [ { "default": "0", "fieldname": "enabled", "fieldtype": "Check", "label": "Enabled", "insert_after": "", }, { "fieldname": "reference_doctype", "fieldtype": "Link", "label": "Doctype", "options": "DocType", "insert_after": "enabled", }, ] } ) frappe.clear_cache(doctype="Email Template") def add_default_industries(): industries = ["Accounting", "Advertising", "Aerospace", "Agriculture", "Airline", "Apparel & Accessories", "Automotive", "Banking", "Biotechnology", "Broadcasting", "Brokerage", "Chemical", "Computer", "Consulting", "Consumer Products", "Cosmetics", "Defense", "Department Stores", "Education", "Electronics", "Energy", "Entertainment & Leisure, Executive Search", "Financial Services", "Food", "Beverage & Tobacco", "Grocery", "Health Care", "Internet Publishing", "Investment Banking", "Legal", "Manufacturing", "Motion Picture & Video", "Music", "Newspaper Publishers", "Online Auctions", "Pension Funds", "Pharmaceuticals", "Private Equity", "Publishing", "Real Estate", "Retail & Wholesale", "Securities & Commodity Exchanges", "Service", "Soap & Detergent", "Software", "Sports", "Technology", "Telecommunications", "Television", "Transportation", "Venture Capital"] for industry in industries: if frappe.db.exists("CRM Industry", industry): continue doc = frappe.new_doc("CRM Industry") doc.industry = industry doc.insert() def add_default_lead_sources(): lead_sources = ["Existing Customer", "Reference", "Advertisement", "Cold Calling", "Exhibition", "Supplier Reference", "Mass Mailing", "Customer's Vendor", "Campaign", "Walk In"] for source in lead_sources: if frappe.db.exists("CRM Lead Source", source): continue doc = frappe.new_doc("CRM Lead Source") doc.source_name = source doc.insert()