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Merge pull request #17790 from deepeshgarg007/customer_lead_dashboard

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fix: Customer and Lead dashboard fixes for opportunity and quotation
This commit is contained in:
Rushabh Mehta
2019-05-30 17:21:25 +05:30
committed by GitHub
parent dc35138356 95dc4e4dc5
commit 51bb2909c3
3 changed files with 34 additions and 0 deletions
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12
erpnext/crm/doctype/lead/lead.js
View File

@@ -6,6 +6,18 @@ cur_frm.email_field = "email_id";
erpnext.LeadController = frappe.ui.form.Controller.extend({
setup: function () {
this.frm.make_methods = {
'Quotation': () => erpnext.utils.create_new_doc('Quotation', {
'quotation_to': this.frm.doc.doctype,
'party_name': this.frm.doc.name
}),
'Opportunity': () => erpnext.utils.create_new_doc('Opportunity', {
'opportunity_from': this.frm.doc.doctype,
'party_name': this.frm.doc.name
})
}
this.frm.fields_dict.customer.get_query = function (doc, cdt, cdn) {
return { query: "erpnext.controllers.queries.customer_query" }
}

10
erpnext/public/js/utils.js
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@@ -286,6 +286,16 @@ $.extend(erpnext.utils, {
refresh_field(table_fieldname);
},
create_new_doc: function (doctype, update_fields) {
frappe.model.with_doctype(doctype, function() {
var new_doc = frappe.model.get_new_doc(doctype);
for (let [key, value] of Object.entries(update_fields)) {
new_doc[key] = value;
}
frappe.ui.form.make_quick_entry(doctype, null, null, new_doc);
});
}
});
erpnext.utils.select_alternate_items = function(opts) {

12
erpnext/selling/doctype/customer/customer.js
View File

@@ -3,6 +3,18 @@
frappe.ui.form.on("Customer", {
setup: function(frm) {
frm.make_methods = {
'Quotation': () => erpnext.utils.create_new_doc('Quotation', {
'quotation_to': frm.doc.doctype,
'party_name': frm.doc.name
}),
'Opportunity': () => erpnext.utils.create_new_doc('Opportunity', {
'opportunity_from': frm.doc.doctype,
'party_name': frm.doc.name
})
}
frm.add_fetch('lead_name', 'company_name', 'customer_name');
frm.add_fetch('default_sales_partner','commission_rate','default_commission_rate');
frm.set_query('customer_group', {'is_group': 0});