146 lines
3.5 KiB
Python
146 lines
3.5 KiB
Python
import jingrow
|
|
from jingrow import _
|
|
|
|
|
|
def validate(pg, method):
|
|
update_deals_email_mobile_no(pg)
|
|
|
|
|
|
def update_deals_email_mobile_no(pg):
|
|
linked_deals = jingrow.get_all(
|
|
"CRM Contacts",
|
|
filters={"contact": pg.name, "is_primary": 1},
|
|
fields=["parent"],
|
|
)
|
|
|
|
for linked_deal in linked_deals:
|
|
deal = jingrow.db.get_values("CRM Deal", linked_deal.parent, ["email", "mobile_no"], as_dict=True)[0]
|
|
if deal.email != pg.email_id or deal.mobile_no != pg.mobile_no:
|
|
jingrow.db.set_value(
|
|
"CRM Deal",
|
|
linked_deal.parent,
|
|
{
|
|
"email": pg.email_id,
|
|
"mobile_no": pg.mobile_no,
|
|
},
|
|
)
|
|
|
|
|
|
@jingrow.whitelist()
|
|
def get_linked_deals(contact):
|
|
"""Get linked deals for a contact"""
|
|
|
|
if not jingrow.has_permission("Contact", "read", contact):
|
|
jingrow.throw("Not permitted", jingrow.PermissionError)
|
|
|
|
deal_names = jingrow.get_all(
|
|
"CRM Contacts",
|
|
filters={"contact": contact, "parenttype": "CRM Deal"},
|
|
fields=["parent"],
|
|
distinct=True,
|
|
)
|
|
|
|
# get deals data
|
|
deals = []
|
|
for d in deal_names:
|
|
deal = jingrow.get_cached_pg(
|
|
"CRM Deal",
|
|
d.parent,
|
|
fields=[
|
|
"name",
|
|
"organization",
|
|
"currency",
|
|
"annual_revenue",
|
|
"status",
|
|
"email",
|
|
"mobile_no",
|
|
"deal_owner",
|
|
"modified",
|
|
],
|
|
)
|
|
deals.append(deal.as_dict())
|
|
|
|
return deals
|
|
|
|
|
|
@jingrow.whitelist()
|
|
def create_new(contact, field, value):
|
|
"""Create new email or phone for a contact"""
|
|
if not jingrow.has_permission("Contact", "write", contact):
|
|
jingrow.throw("Not permitted", jingrow.PermissionError)
|
|
|
|
contact = jingrow.get_cached_pg("Contact", contact)
|
|
|
|
if field == "email":
|
|
email = {"email_id": value, "is_primary": 1 if len(contact.email_ids) == 0 else 0}
|
|
contact.append("email_ids", email)
|
|
elif field in ("mobile_no", "phone"):
|
|
mobile_no = {"phone": value, "is_primary_mobile_no": 1 if len(contact.phone_nos) == 0 else 0}
|
|
contact.append("phone_nos", mobile_no)
|
|
else:
|
|
jingrow.throw("Invalid field")
|
|
|
|
contact.save()
|
|
return True
|
|
|
|
|
|
@jingrow.whitelist()
|
|
def set_as_primary(contact, field, value):
|
|
"""Set email or phone as primary for a contact"""
|
|
if not jingrow.has_permission("Contact", "write", contact):
|
|
jingrow.throw("Not permitted", jingrow.PermissionError)
|
|
|
|
contact = jingrow.get_pg("Contact", contact)
|
|
|
|
if field == "email":
|
|
for email in contact.email_ids:
|
|
if email.email_id == value:
|
|
email.is_primary = 1
|
|
else:
|
|
email.is_primary = 0
|
|
elif field in ("mobile_no", "phone"):
|
|
name = "is_primary_mobile_no" if field == "mobile_no" else "is_primary_phone"
|
|
for phone in contact.phone_nos:
|
|
if phone.phone == value:
|
|
phone.set(name, 1)
|
|
else:
|
|
phone.set(name, 0)
|
|
else:
|
|
jingrow.throw("Invalid field")
|
|
|
|
contact.save()
|
|
return True
|
|
|
|
|
|
@jingrow.whitelist()
|
|
def search_emails(txt: str):
|
|
pagetype = "Contact"
|
|
meta = jingrow.get_meta(pagetype)
|
|
filters = [["Contact", "email_id", "is", "set"]]
|
|
|
|
if meta.get("fields", {"fieldname": "enabled", "fieldtype": "Check"}):
|
|
filters.append([pagetype, "enabled", "=", 1])
|
|
if meta.get("fields", {"fieldname": "disabled", "fieldtype": "Check"}):
|
|
filters.append([pagetype, "disabled", "!=", 1])
|
|
|
|
or_filters = []
|
|
search_fields = ["full_name", "email_id", "name"]
|
|
if txt:
|
|
for f in search_fields:
|
|
or_filters.append([pagetype, f.strip(), "like", f"%{txt}%"])
|
|
|
|
results = jingrow.get_list(
|
|
pagetype,
|
|
filters=filters,
|
|
fields=search_fields,
|
|
or_filters=or_filters,
|
|
limit_start=0,
|
|
limit_page_length=20,
|
|
order_by="email_id, full_name, name",
|
|
ignore_permissions=False,
|
|
as_list=True,
|
|
strict=False,
|
|
)
|
|
|
|
return results
|