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removed next_contact in quotation, fixed regex to convert relative links to absolute

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This commit is contained in:
Rushabh Mehta
2012-12-19 12:46:03 +05:30
parent 60ec6ba975
commit 40ca2c681a
6 changed files with 111 additions and 246 deletions
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16
patches/december_2012/remove_quotation_next_contact.py Normal file
View File

@@ -0,0 +1,16 @@
from __future__ import unicode_literals
import webnotes
def execute():
from webnotes.widgets.form.assign_to import add
for t in webnotes.conn.sql("""select * from tabQuotation
where ifnull(contact_by, '')!=''""", as_dict=1):
add({
'doctype': "Quotation",
'name': t['name'],
'assign_to': t['contact_by'],
'assigned_by': t['owner'],
'description': "Contact regarding quotation.",
'date': t['creation'],
"no_notification": True
})

4
patches/patch_list.py
View File

@@ -745,4 +745,8 @@ patch_list = [
'patch_module': 'patches.december_2012',
'patch_file': 'clear_web_cache',
},
{
'patch_module': 'patches.december_2012',
'patch_file': 'remove_quotation_next_contact',
},
]

2
selling/doctype/lead/lead.py
View File

@@ -80,5 +80,5 @@ class DocType(TransactionBase):
def on_trash(self):
webnotes.conn.sql("""update tabCommunication set lead='' where lead=%s""",
self.doc.name)
webnotes.conn.sql("""update `tabSupport Ticket` set contact='' where contact=%s""",
webnotes.conn.sql("""update `tabSupport Ticket` set lead='' where lead=%s""",
self.doc.name)

5
selling/doctype/quotation/quotation.js
View File

@@ -47,11 +47,6 @@ cur_frm.cscript.onload = function(doc, cdt, cdn) {
hide_field(['customer','customer_address','contact_person', 'customer_name','contact_display', 'customer_group']);
}
}
//cur_frm.cscript.make_communication_body();
if(cur_frm.fields_dict.contact_by.df.options.match(/^Profile/)) {
cur_frm.fields_dict.contact_by.get_query = erpnext.utils.profile_query;
}
}
cur_frm.cscript.onload_post_render = function(doc, dt, dn) {

47
selling/doctype/quotation/quotation.py
View File

@@ -195,58 +195,11 @@ class DocType(TransactionBase):
self.doc.in_words_export = sales_com_obj.get_total_in_words(self.doc.currency, self.doc.rounded_total_export)
def on_update(self):
# Add to calendar
if self.doc.contact_date and self.doc.contact_date_ref != self.doc.contact_date:
if self.doc.contact_by:
self.add_calendar_event()
webnotes.conn.set(self.doc, 'contact_date_ref',self.doc.contact_date)
# Set Quotation Status
webnotes.conn.set(self.doc, 'status', 'Draft')
# subject for follow
self.doc.subject = '[%(status)s] To %(customer)s worth %(currency)s %(grand_total)s' % self.doc.fields
# Add to Calendar
# ====================================================================================================================
def add_calendar_event(self):
desc=''
user_lst =[]
if self.doc.customer:
if self.doc.contact_person:
desc = 'Contact '+cstr(self.doc.contact_person)
else:
desc = 'Contact customer '+cstr(self.doc.customer)
elif self.doc.lead:
if self.doc.lead_name:
desc = 'Contact '+cstr(self.doc.lead_name)
else:
desc = 'Contact lead '+cstr(self.doc.lead)
desc = desc+ '.By : ' + cstr(self.doc.contact_by)
if self.doc.to_discuss:
desc = desc+' To Discuss : ' + cstr(self.doc.to_discuss)
ev = Document('Event')
ev.description = desc
ev.event_date = self.doc.contact_date
ev.event_hour = '10:00'
ev.event_type = 'Private'
ev.ref_type = 'Opportunity'
ev.ref_name = self.doc.name
ev.save(1)
user_lst.append(self.doc.owner)
chk = sql("select t1.name from `tabProfile` t1, `tabSales Person` t2 where t2.email_id = t1.name and t2.name=%s",self.doc.contact_by)
if chk:
user_lst.append(chk[0][0])
for d in user_lst:
ch = addchild(ev, 'event_individuals', 'Event User', 0)
ch.person = d
ch.save(1)
#update enquiry
#------------------

283
selling/doctype/quotation/quotation.txt
View File

@@ -2,9 +2,9 @@
{
"owner": "Administrator",
"docstatus": 0,
"creation": "2012-11-28 11:26:20",
"creation": "2012-12-07 15:15:27",
"modified_by": "Administrator",
"modified": "2012-12-03 17:10:41"
"modified": "2012-12-19 12:13:38"
},
{
"is_submittable": 1,
@@ -51,7 +51,6 @@
"description": "To manage multiple series please go to Setup > Manage Series",
"no_copy": 1,
"oldfieldtype": "Select",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Naming Series",
"oldfieldname": "naming_series",
@@ -64,12 +63,10 @@
{
"print_hide": 1,
"oldfieldtype": "Select",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Quotation To",
"oldfieldname": "quotation_to",
"permlevel": 0,
"trigger": "Client",
"fieldname": "quotation_to",
"fieldtype": "Select",
"reqd": 1,
@@ -80,12 +77,10 @@
{
"print_hide": 1,
"oldfieldtype": "Link",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Customer",
"oldfieldname": "customer",
"permlevel": 0,
"trigger": "Client",
"fieldname": "customer",
"fieldtype": "Link",
"search_index": 1,
@@ -96,20 +91,17 @@
{
"print_hide": 1,
"oldfieldtype": "Link",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Lead",
"oldfieldname": "lead",
"permlevel": 0,
"trigger": "Client",
"options": "Lead",
"fieldname": "lead",
"fieldtype": "Link",
"hidden": 0,
"options": "Lead",
"permlevel": 0,
"in_filter": 1
},
{
"colour": "White:FFF",
"doctype": "DocField",
"label": "Lead Name",
"fieldname": "lead_name",
@@ -119,7 +111,6 @@
"in_filter": 0
},
{
"colour": "White:FFF",
"doctype": "DocField",
"label": "Customer Name",
"fieldname": "customer_name",
@@ -138,7 +129,6 @@
{
"print_hide": 0,
"oldfieldtype": "Small Text",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Address",
"oldfieldname": "customer_address",
@@ -152,7 +142,6 @@
},
{
"print_hide": 0,
"colour": "White:FFF",
"doctype": "DocField",
"label": "Contact",
"fieldname": "contact_display",
@@ -163,7 +152,6 @@
},
{
"print_hide": 0,
"colour": "White:FFF",
"doctype": "DocField",
"label": "Mobile No",
"fieldname": "contact_mobile",
@@ -173,7 +161,6 @@
},
{
"print_hide": 1,
"colour": "White:FFF",
"doctype": "DocField",
"label": "Contact Email",
"fieldname": "contact_email",
@@ -183,7 +170,6 @@
},
{
"oldfieldtype": "Column Break",
"colour": "White:FFF",
"doctype": "DocField",
"width": "50%",
"fieldname": "column_break1",
@@ -210,7 +196,6 @@
"print_hide": 1,
"default": "Sales",
"oldfieldtype": "Select",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Order Type",
"oldfieldname": "order_type",
@@ -225,7 +210,6 @@
{
"print_hide": 0,
"oldfieldtype": "Section Break",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Items",
"fieldname": "items",
@@ -235,7 +219,6 @@
},
{
"oldfieldtype": "Table",
"colour": "White:FFF",
"allow_on_submit": 1,
"doctype": "DocField",
"label": "Quotation Items",
@@ -278,7 +261,6 @@
"oldfieldtype": "Button",
"doctype": "DocField",
"label": "Re-Calculate Values",
"trigger": "Client",
"fieldname": "recalculate_values",
"fieldtype": "Button",
"permlevel": 0
@@ -295,7 +277,6 @@
"description": "To create Quotation against Opportunity, Select Opportunity No. and click on 'Pull Opportunity Details' ",
"no_copy": 0,
"oldfieldtype": "Link",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Opportunity No",
"oldfieldname": "enq_no",
@@ -314,7 +295,6 @@
"oldfieldtype": "Button",
"doctype": "DocField",
"label": "Pull Opportunity Detail",
"trigger": "Client",
"fieldname": "pull_enquiry_detail",
"fieldtype": "Button",
"hidden": 0,
@@ -322,7 +302,6 @@
"report_hide": 0
},
{
"colour": "White:FFF",
"doctype": "DocField",
"label": "Price List and Currency",
"fieldname": "section_break0",
@@ -334,12 +313,10 @@
"description": "Select the price list as entered in \"Price List\" master. This will pull the reference rates of items against this price list as specified in \"Item\" master.",
"permlevel": 0,
"oldfieldtype": "Select",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Price List",
"oldfieldname": "price_list_name",
"width": "100px",
"trigger": "Client",
"fieldname": "price_list_name",
"fieldtype": "Select",
"search_index": 0,
@@ -350,7 +327,6 @@
{
"print_hide": 1,
"description": "Select the currency in which price list is maintained",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Price List Currency",
"options": "link:Currency",
@@ -362,7 +338,6 @@
{
"print_hide": 1,
"description": "Rate at which Price list currency is converted to company's base currency",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Price List Currency Conversion Rate",
"fieldname": "plc_conversion_rate",
@@ -382,12 +357,10 @@
"description": "Customer's currency - If you want to select a currency that is not the default currency, then you must also specify the Currency Conversion Rate.",
"permlevel": 0,
"oldfieldtype": "Select",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Currency",
"oldfieldname": "currency",
"width": "100px",
"trigger": "Client",
"fieldname": "currency",
"fieldtype": "Select",
"search_index": 0,
@@ -400,12 +373,10 @@
"description": "Rate at which customer's currency is converted to company's base currency",
"default": "1.00",
"oldfieldtype": "Currency",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Conversion Rate",
"oldfieldname": "conversion_rate",
"width": "100px",
"trigger": "Client",
"fieldname": "conversion_rate",
"fieldtype": "Float",
"reqd": 1,
@@ -413,7 +384,6 @@
},
{
"oldfieldtype": "Section Break",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Taxes",
"fieldname": "taxes",
@@ -426,11 +396,10 @@
"doctype": "DocField",
"label": "Sales Taxes and Charges",
"oldfieldname": "charge",
"trigger": "Client",
"options": "Sales Taxes and Charges Master",
"fieldname": "charge",
"fieldtype": "Link",
"hidden": 0,
"options": "Sales Taxes and Charges Master",
"permlevel": 0
},
{
@@ -438,7 +407,6 @@
"oldfieldtype": "Button",
"doctype": "DocField",
"label": "Get Taxes and Charges",
"trigger": "Client",
"fieldname": "get_charges",
"fieldtype": "Button",
"hidden": 0,
@@ -457,10 +425,8 @@
{
"print_hide": 1,
"oldfieldtype": "Button",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Calculate Taxes and Charges",
"trigger": "Client",
"fieldname": "calculate_charges",
"fieldtype": "Button",
"permlevel": 0
@@ -487,7 +453,6 @@
{
"print_hide": 1,
"oldfieldtype": "Section Break",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Totals",
"fieldname": "totals",
@@ -515,7 +480,6 @@
"label": "Rounded Total",
"oldfieldname": "rounded_total",
"width": "200px",
"trigger": "Client",
"fieldname": "rounded_total",
"fieldtype": "Currency",
"permlevel": 1
@@ -525,7 +489,6 @@
"description": "In Words will be visible once you save the Quotation.",
"no_copy": 0,
"oldfieldtype": "Data",
"colour": "White:FFF",
"doctype": "DocField",
"label": "In Words",
"oldfieldname": "in_words",
@@ -573,7 +536,6 @@
"print_hide": 0,
"no_copy": 0,
"oldfieldtype": "Data",
"colour": "White:FFF",
"doctype": "DocField",
"label": "In Words",
"oldfieldname": "in_words_export",
@@ -586,7 +548,6 @@
"print_hide": 0,
"description": "Add Terms and Conditions for the Quotation like Payment Terms, Validity of Offer etc. You can also prepare a Terms and Conditions Master and use the Template",
"oldfieldtype": "Section Break",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Terms and Conditions",
"fieldname": "terms_section_break",
@@ -649,26 +610,22 @@
},
{
"print_hide": 1,
"colour": "White:FFF",
"doctype": "DocField",
"label": "Customer Address",
"trigger": "Client",
"options": "Address",
"fieldname": "customer_address",
"fieldtype": "Link",
"hidden": 0,
"options": "Address",
"permlevel": 0,
"in_filter": 1
},
{
"print_hide": 1,
"oldfieldtype": "Link",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Contact Person",
"oldfieldname": "contact_person",
"permlevel": 0,
"trigger": "Client",
"fieldname": "contact_person",
"fieldtype": "Link",
"reqd": 0,
@@ -687,11 +644,9 @@
"print_hide": 1,
"description": "Will be fetched from Customer",
"search_index": 0,
"colour": "White:FFF",
"doctype": "DocField",
"label": "Territory",
"permlevel": 0,
"trigger": "Client",
"fieldname": "territory",
"fieldtype": "Link",
"reqd": 1,
@@ -702,12 +657,10 @@
{
"print_hide": 1,
"oldfieldtype": "Link",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Customer Group",
"oldfieldname": "customer_group",
"permlevel": 0,
"trigger": "Client",
"fieldname": "customer_group",
"fieldtype": "Link",
"search_index": 0,
@@ -719,7 +672,6 @@
"print_hide": 1,
"description": "Filling in additional information about the Quotation will help you analyze your data better.",
"oldfieldtype": "Section Break",
"colour": "White:FFF",
"doctype": "DocField",
"label": "More Info",
"fieldname": "more_info",
@@ -743,12 +695,10 @@
"description": "Select the relevant company name if you have multiple companies.",
"permlevel": 0,
"oldfieldtype": "Link",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Company",
"oldfieldname": "company",
"width": "150px",
"trigger": "Client",
"fieldname": "company",
"fieldtype": "Link",
"search_index": 0,
@@ -756,10 +706,23 @@
"in_filter": 1,
"options": "Company"
},
{
"print_hide": 1,
"no_copy": 0,
"oldfieldtype": "Select",
"doctype": "DocField",
"label": "Source",
"oldfieldname": "source",
"permlevel": 0,
"fieldname": "source",
"fieldtype": "Select",
"hidden": 0,
"options": "\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign",
"report_hide": 0
},
{
"print_hide": 1,
"oldfieldtype": "Select",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Fiscal Year",
"oldfieldname": "fiscal_year",
@@ -775,7 +738,6 @@
"print_hide": 1,
"no_copy": 0,
"oldfieldtype": "Text",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Opportunity Item",
"oldfieldname": "enq_det",
@@ -785,61 +747,6 @@
"permlevel": 1,
"report_hide": 0
},
{
"print_hide": 1,
"no_copy": 0,
"oldfieldtype": "Select",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Source",
"oldfieldname": "source",
"permlevel": 0,
"fieldname": "source",
"fieldtype": "Select",
"hidden": 0,
"options": "\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign",
"report_hide": 0
},
{
"print_hide": 1,
"no_copy": 0,
"oldfieldtype": "Link",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Campaign",
"oldfieldname": "campaign",
"permlevel": 0,
"fieldname": "campaign",
"fieldtype": "Link",
"hidden": 0,
"options": "Campaign",
"report_hide": 0
},
{
"print_hide": 1,
"no_copy": 1,
"oldfieldtype": "Data",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Cancel Reason",
"oldfieldname": "cancel_reason",
"fieldname": "cancel_reason",
"fieldtype": "Data",
"permlevel": 1,
"report_hide": 0
},
{
"print_hide": 1,
"no_copy": 1,
"oldfieldtype": "Small Text",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Quotation Lost Reason",
"oldfieldname": "order_lost_reason",
"fieldname": "order_lost_reason",
"fieldtype": "Small Text",
"permlevel": 1
},
{
"print_hide": 1,
"oldfieldtype": "Column Break",
@@ -854,7 +761,6 @@
"permlevel": 1,
"no_copy": 1,
"oldfieldtype": "Select",
"colour": "White:FFF",
"allow_on_submit": 0,
"doctype": "DocField",
"label": "Status",
@@ -867,6 +773,32 @@
"options": "\nDraft\nSubmitted\nOrder Confirmed\nOrder Lost\nCancelled",
"in_filter": 1
},
{
"print_hide": 1,
"no_copy": 0,
"oldfieldtype": "Link",
"doctype": "DocField",
"label": "Campaign",
"oldfieldname": "campaign",
"permlevel": 0,
"fieldname": "campaign",
"fieldtype": "Link",
"hidden": 0,
"options": "Campaign",
"report_hide": 0
},
{
"print_hide": 1,
"no_copy": 1,
"oldfieldtype": "Small Text",
"allow_on_submit": 1,
"doctype": "DocField",
"label": "Quotation Lost Reason",
"oldfieldname": "order_lost_reason",
"fieldname": "order_lost_reason",
"fieldtype": "Small Text",
"permlevel": 0
},
{
"print_hide": 1,
"no_copy": 1,
@@ -881,52 +813,6 @@
"options": "Print Heading",
"report_hide": 1
},
{
"print_hide": 1,
"description": "Your sales person who will contact the customer/lead in future",
"oldfieldtype": "Link",
"doctype": "DocField",
"label": "Next Contact By",
"oldfieldname": "contact_by",
"options": "Profile",
"fieldname": "contact_by",
"fieldtype": "Link",
"permlevel": 0
},
{
"print_hide": 1,
"description": "Your sales person will get a reminder on this date to contact the customer/lead",
"oldfieldtype": "Date",
"doctype": "DocField",
"label": "Next Contact Date",
"oldfieldname": "contact_date",
"fieldname": "contact_date",
"fieldtype": "Date",
"permlevel": 0
},
{
"print_hide": 1,
"description": "Date on which the lead/customer was last contacted",
"no_copy": 1,
"oldfieldtype": "Date",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Last Contact Date",
"oldfieldname": "last_contact_date",
"fieldname": "last_contact_date",
"fieldtype": "Date",
"permlevel": 1
},
{
"print_hide": 1,
"oldfieldtype": "Small Text",
"doctype": "DocField",
"label": "To Discuss",
"oldfieldname": "to_discuss",
"fieldname": "to_discuss",
"fieldtype": "Small Text",
"permlevel": 0
},
{
"print_hide": 1,
"no_copy": 1,
@@ -956,7 +842,6 @@
"print_hide": 1,
"description": "Keep a track on communications regarding this Quotation. This will help you remember earlier communications in case the Customer comes back again",
"oldfieldtype": "Section Break",
"colour": "White:FFF",
"doctype": "DocField",
"label": "Communication History",
"fieldname": "communication_history",
@@ -966,7 +851,6 @@
{
"print_hide": 1,
"oldfieldtype": "Table",
"colour": "White:FFF",
"allow_on_submit": 1,
"doctype": "DocField",
"label": "Communication HTML",
@@ -979,7 +863,6 @@
{
"print_hide": 1,
"no_copy": 1,
"colour": "White:FFF",
"doctype": "DocField",
"label": "File List",
"fieldname": "file_list",
@@ -987,14 +870,34 @@
"hidden": 1,
"permlevel": 0
},
{
"amend": 0,
"create": 0,
"doctype": "DocPerm",
"submit": 0,
"write": 0,
"cancel": 0,
"role": "Sales Manager",
"permlevel": 1
},
{
"amend": 1,
"create": 1,
"doctype": "DocPerm",
"submit": 1,
"write": 1,
"role": "Sales User",
"cancel": 1,
"role": "Sales Manager",
"permlevel": 0
},
{
"amend": 1,
"create": 1,
"doctype": "DocPerm",
"submit": 1,
"write": 1,
"cancel": 1,
"role": "Sales User",
"permlevel": 0
},
{
@@ -1003,15 +906,29 @@
"doctype": "DocPerm",
"submit": 0,
"write": 0,
"role": "Sales User",
"cancel": 0,
"role": "Sales User",
"permlevel": 1
},
{
"amend": 0,
"create": 0,
"doctype": "DocPerm",
"submit": 0,
"write": 0,
"cancel": 0,
"role": "Customer",
"permlevel": 0,
"match": "customer_name"
"permlevel": 0
},
{
"amend": 1,
"create": 1,
"doctype": "DocPerm",
"submit": 1,
"write": 1,
"cancel": 1,
"role": "Maintenance Manager",
"permlevel": 0
},
{
"amend": 0,
@@ -1019,32 +936,7 @@
"doctype": "DocPerm",
"submit": 0,
"write": 0,
"role": "Sales Manager",
"cancel": 0,
"permlevel": 1
},
{
"amend": 1,
"create": 1,
"doctype": "DocPerm",
"submit": 1,
"write": 1,
"role": "Sales Manager",
"cancel": 1,
"permlevel": 0
},
{
"amend": 1,
"create": 1,
"doctype": "DocPerm",
"submit": 1,
"write": 1,
"role": "Maintenance Manager",
"cancel": 1,
"permlevel": 0
},
{
"doctype": "DocPerm",
"role": "Maintenance Manager",
"permlevel": 1
},
@@ -1054,12 +946,17 @@
"doctype": "DocPerm",
"submit": 1,
"write": 1,
"cancel": 1,
"role": "Maintenance User",
"cancel": 1,
"permlevel": 0
},
{
"amend": 0,
"create": 0,
"doctype": "DocPerm",
"submit": 0,
"write": 0,
"cancel": 0,
"role": "Maintenance User",
"permlevel": 1
}