235 lines
8.7 KiB
Python
235 lines
8.7 KiB
Python
# Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and Contributors
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# MIT License. See license.txt
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from __future__ import unicode_literals
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import click
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import frappe
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from frappe.custom.doctype.custom_field.custom_field import create_custom_fields
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def before_install():
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pass
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def after_install(force=False):
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add_default_lead_statuses()
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add_default_deal_statuses()
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add_default_communication_statuses()
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add_default_fields_layout(force)
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add_property_setter()
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add_email_template_custom_fields()
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add_default_industries()
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add_default_lead_sources()
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frappe.db.commit()
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def add_default_lead_statuses():
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statuses = {
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"New": {
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"color": "gray",
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"position": 1,
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},
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"Contacted": {
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"color": "orange",
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"position": 2,
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},
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"Nurture": {
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"color": "blue",
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"position": 3,
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},
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"Qualified": {
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"color": "green",
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"position": 4,
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},
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"Unqualified": {
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"color": "red",
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"position": 5,
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},
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"Junk": {
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"color": "purple",
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"position": 6,
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},
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}
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for status in statuses:
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if frappe.db.exists("CRM Lead Status", status):
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continue
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doc = frappe.new_doc("CRM Lead Status")
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doc.lead_status = status
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doc.color = statuses[status]["color"]
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doc.position = statuses[status]["position"]
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doc.insert()
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def add_default_deal_statuses():
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statuses = {
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"Qualification": {
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"color": "gray",
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"position": 1,
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},
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"Demo/Making": {
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"color": "orange",
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"position": 2,
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},
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"Proposal/Quotation": {
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"color": "blue",
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"position": 3,
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},
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"Negotiation": {
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"color": "yellow",
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"position": 4,
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},
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"Ready to Close": {
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"color": "purple",
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"position": 5,
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},
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"Won": {
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"color": "green",
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"position": 6,
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},
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"Lost": {
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"color": "red",
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"position": 7,
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},
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}
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for status in statuses:
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if frappe.db.exists("CRM Deal Status", status):
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continue
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doc = frappe.new_doc("CRM Deal Status")
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doc.deal_status = status
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doc.color = statuses[status]["color"]
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doc.position = statuses[status]["position"]
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doc.insert()
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def add_default_communication_statuses():
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statuses = ["Open", "Replied"]
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for status in statuses:
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if frappe.db.exists("CRM Communication Status", status):
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continue
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doc = frappe.new_doc("CRM Communication Status")
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doc.status = status
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doc.insert()
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def add_default_fields_layout(force=False):
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quick_entry_layouts = {
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"CRM Lead-Quick Entry": {
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"doctype": "CRM Lead",
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"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}]'
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},
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"CRM Deal-Quick Entry": {
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"doctype": "CRM Deal",
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"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}]'
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},
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"Contact-Quick Entry": {
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"doctype": "Contact",
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"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}]'
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},
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"CRM Organization-Quick Entry": {
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"doctype": "CRM Organization",
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"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}]'
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},
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"Address-Quick Entry": {
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"doctype": "Address",
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"layout": '[{"label":"Address","columns":1,"fields":["address_title","address_type","address_line1","address_line2","city","state","country","pincode"],"hideLabel":true}]'
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},
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}
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sidebar_fields_layouts = {
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"CRM Lead-Side Panel": {
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"doctype": "CRM Lead",
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"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"]}]'
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},
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"CRM Deal-Side Panel": {
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"doctype": "CRM Deal",
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"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"]}]'
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},
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}
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for layout in quick_entry_layouts:
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if frappe.db.exists("CRM Fields Layout", layout):
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if force:
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frappe.delete_doc("CRM Fields Layout", layout)
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else:
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continue
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doc = frappe.new_doc("CRM Fields Layout")
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doc.type = "Quick Entry"
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doc.dt = quick_entry_layouts[layout]["doctype"]
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doc.layout = quick_entry_layouts[layout]["layout"]
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doc.insert()
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for layout in sidebar_fields_layouts:
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if frappe.db.exists("CRM Fields Layout", layout):
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if force:
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frappe.delete_doc("CRM Fields Layout", layout)
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else:
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continue
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doc = frappe.new_doc("CRM Fields Layout")
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doc.type = "Side Panel"
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doc.dt = sidebar_fields_layouts[layout]["doctype"]
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doc.layout = sidebar_fields_layouts[layout]["layout"]
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doc.insert()
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def add_property_setter():
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if not frappe.db.exists("Property Setter", {"name": "Contact-main-search_fields"}):
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doc = frappe.new_doc("Property Setter")
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doc.doctype_or_field = "DocType"
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doc.doc_type = "Contact"
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doc.property = "search_fields"
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doc.property_type = "Data"
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doc.value = "email_id"
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doc.insert()
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def add_email_template_custom_fields():
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if not frappe.get_meta("Email Template").has_field("enabled"):
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click.secho("* Installing Custom Fields in Email Template")
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create_custom_fields(
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{
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"Email Template": [
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{
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"default": "0",
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"fieldname": "enabled",
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"fieldtype": "Check",
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"label": "Enabled",
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"insert_after": "",
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},
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{
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"fieldname": "reference_doctype",
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"fieldtype": "Link",
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"label": "Doctype",
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"options": "DocType",
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"insert_after": "enabled",
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},
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]
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}
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)
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frappe.clear_cache(doctype="Email Template")
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def add_default_industries():
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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"]
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for industry in industries:
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if frappe.db.exists("CRM Industry", industry):
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continue
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doc = frappe.new_doc("CRM Industry")
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doc.industry = industry
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doc.insert()
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def add_default_lead_sources():
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lead_sources = ["Existing Customer", "Reference", "Advertisement", "Cold Calling", "Exhibition", "Supplier Reference", "Mass Mailing", "Customer's Vendor", "Campaign", "Walk In"]
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for source in lead_sources:
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if frappe.db.exists("CRM Lead Source", source):
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continue
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doc = frappe.new_doc("CRM Lead Source")
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doc.source_name = source
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doc.insert()
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