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fix: creation of contact, customer, opportunity, quotation and prospect from lead

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(cherry picked from commit 8304d19e8b)

# Conflicts:
#	erpnext/crm/doctype/lead/lead.js
This commit is contained in:
Nihantra Patel
2024-06-24 15:54:01 +05:30
committed by Mergify
parent f6725e2eed
commit ef10c4ea4f
1 changed files with 116 additions and 1 deletions
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117
erpnext/crm/doctype/lead/lead.js
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@@ -28,6 +28,7 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
erpnext.toggle_naming_series();
if (!this.frm.is_new() && doc.__onload && !doc.__onload.is_customer) {
<<<<<<< HEAD
this.frm.add_custom_button(__("Customer"), this.make_customer, __("Create"));
this.frm.add_custom_button(
__("Opportunity"),
@@ -37,8 +38,29 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
__("Create")
);
this.frm.add_custom_button(__("Quotation"), this.make_quotation, __("Create"));
=======
this.frm.add_custom_button(
__("Customer"),
this.make_customer.bind(this),
__("Create")
);
this.frm.add_custom_button(
__("Opportunity"),
this.make_opportunity.bind(this),
__("Create")
);
this.frm.add_custom_button(
__("Quotation"),
this.make_quotation.bind(this),
__("Create")
);
>>>>>>> 8304d19e8b (fix: creation of contact, customer, opportunity, quotation and prospect from lead)
if (!doc.__onload.linked_prospects.length) {
this.frm.add_custom_button(__("Prospect"), this.make_prospect, __("Create"));
this.frm.add_custom_button(
__("Prospect"),
this.make_prospect.bind(this),
__("Create")
);
this.frm.add_custom_button(__("Add to Prospect"), this.add_lead_to_prospect, __("Action"));
}
}
@@ -100,6 +122,99 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
});
}
<<<<<<< HEAD
=======
async make_opportunity() {
const frm = this.frm;
let existing_prospect = (
await frappe.db.get_value(
"Prospect Lead",
{
lead: frm.doc.name,
},
"name",
null,
"Prospect"
)
).message?.name;
let fields = [];
if (!existing_prospect) {
fields.push(
{
label: "Create Prospect",
fieldname: "create_prospect",
fieldtype: "Check",
default: 1,
},
{
label: "Prospect Name",
fieldname: "prospect_name",
fieldtype: "Data",
default: frm.doc.company_name,
reqd: 1,
depends_on: "create_prospect",
}
);
}
await frm.reload_doc();
let existing_contact = (
await frappe.db.get_value(
"Contact",
{
first_name: frm.doc.first_name || frm.doc.lead_name,
last_name: frm.doc.last_name,
},
"name"
)
).message?.name;
if (!existing_contact) {
fields.push({
label: "Create Contact",
fieldname: "create_contact",
fieldtype: "Check",
default: "1",
});
}
if (fields.length) {
const d = new frappe.ui.Dialog({
title: __("Create Opportunity"),
fields: fields,
primary_action: function(data) {
frappe.call({
method: "create_prospect_and_contact",
doc: frm.doc,
args: {
data: data,
},
freeze: true,
callback: function(r) {
if (!r.exc) {
frappe.model.open_mapped_doc({
method: "erpnext.crm.doctype.lead.lead.make_opportunity",
frm: frm,
});
}
d.hide();
},
});
},
primary_action_label: __("Create"),
});
d.show();
} else {
frappe.model.open_mapped_doc({
method: "erpnext.crm.doctype.lead.lead.make_opportunity",
frm: frm,
});
}
}
>>>>>>> 8304d19e8b (fix: creation of contact, customer, opportunity, quotation and prospect from lead)
make_prospect() {
frappe.model.with_doctype("Prospect", function () {
let prospect = frappe.model.get_new_doc("Prospect");