226 lines
8.1 KiB
Python
226 lines
8.1 KiB
Python
# 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}]'
|
|
},
|
|
"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}]'
|
|
},
|
|
}
|
|
|
|
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()
|