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feat: carry forward communication and comments throughout the sales cycle

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Anupam
2021-11-19 10:13:05 +05:30
parent d0c240ee84
commit 6eb779392e
4 changed files with 44 additions and 0 deletions
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22
erpnext/crm/utils.py
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@@ -21,3 +21,25 @@ def update_lead_phone_numbers(contact, method):
lead = frappe.get_doc("Lead", contact_lead)
lead.db_set("phone", phone)
lead.db_set("mobile_no", mobile_no)
def copy_comments(doctype, docname, doc):
comments = frappe.db.get_values("Comment", filters={"reference_doctype": doctype, "reference_name": docname}, fieldname="*")
for comment in comments:
comment = frappe.get_doc(comment.update({"doctype":"Comment"}))
comment.name = None
comment.reference_doctype = doc.doctype
comment.reference_name = doc.name
comment.insert()
def add_link_in_communication(doctype, docname, doc):
communications = frappe.get_all("Communication", filters={"reference_doctype": doctype, "reference_name": docname}, pluck='name')
communication_links = frappe.get_all('Communication Link',
{
"link_doctype": doctype,
"link_name": docname,
"parent": ("not in", communications)
}, pluck="parent")
for communication in communications + communication_links:
communication_doc = frappe.get_doc("Communication", communication)
communication_doc.add_link(doc.doctype, doc.name, autosave=True)