Merge pull request #17575 from deepeshgarg007/quotation-filter-fixes

fix: Standard filter and dashboard fixes in quotation and opportunity

erpnext/crm/doctype/lead/lead_dashboard.py

@@ -8,6 +8,9 @@ def get_data():
 			'Quotation': 'party_name',
 			'Opportunity': 'party_name'
 		},
+		'dynamic_links': {
+			'party_name': ['Lead', 'quotation_to']
+		},
 		'transactions': [
 			{
 				'items': ['Opportunity', 'Quotation']

erpnext/crm/doctype/opportunity/opportunity.json

@@ -136,7 +136,7 @@
    "in_global_search": 0, 
    "in_list_view": 0, 
    "in_standard_filter": 1, 
-   "label": "Customer/Lead", 
+   "label": "Party", 
    "length": 0, 
    "no_copy": 0, 
    "oldfieldname": "customer", 
@@ -1468,7 +1468,7 @@
  "issingle": 0, 
  "istable": 0, 
  "max_attachments": 0, 
- "modified": "2019-04-25 18:55:43.874656", 
+ "modified": "2019-05-11 19:22:33.533487", 
  "modified_by": "Administrator", 
  "module": "CRM", 
  "name": "Opportunity", 

erpnext/crm/doctype/opportunity/opportunity_list.js

@@ -17,5 +17,13 @@ frappe.listview_settings['Opportunity'] = {
 		listview.page.add_menu_item(__("Set as Closed"), function() {
 			listview.call_for_selected_items(method, {"status": "Closed"});
 		});
+
+		listview.page.fields_dict.opportunity_from.get_query = function() {
+			return {
+				"filters": {
+					"name": ["in", ["Customer", "Lead"]],
+				}
+			};
+		};
 	}
 };

erpnext/selling/doctype/customer/customer_dashboard.py

@@ -10,6 +10,9 @@ def get_data():
 			'Quotation': 'party_name',
 			'Opportunity': 'party_name'
 		},
+		'dynamic_links': {
+			'party_name': ['Customer', 'quotation_to']
+		},
 		'transactions': [
 			{
 				'label': _('Pre Sales'),

erpnext/selling/doctype/quotation/quotation.json

@@ -133,7 +133,7 @@
    "in_filter": 0, 
    "in_global_search": 0, 
    "in_list_view": 0, 
-   "in_standard_filter": 0, 
+   "in_standard_filter": 1, 
    "label": "Quotation To", 
    "length": 0, 
    "no_copy": 0, 
@@ -169,7 +169,7 @@
    "in_filter": 0, 
    "in_global_search": 1, 
    "in_list_view": 0, 
-   "in_standard_filter": 0, 
+   "in_standard_filter": 1, 
    "label": "Party", 
    "length": 0, 
    "no_copy": 0, 
@@ -3224,7 +3224,7 @@
  "istable": 0, 
  "max_attachments": 1, 
  "menu_index": 0, 
- "modified": "2019-05-07 14:29:22.565474", 
+ "modified": "2019-05-11 19:26:50.735628", 
  "modified_by": "Administrator", 
  "module": "Selling", 
  "name": "Quotation", 

erpnext/selling/doctype/quotation/quotation_list.js

@@ -1,6 +1,17 @@
 frappe.listview_settings['Quotation'] = {
 	add_fields: ["customer_name", "base_grand_total", "status",
 		"company", "currency", 'valid_till'],
+
+	onload: function(listview) {
+		listview.page.fields_dict.quotation_to.get_query = function() {
+			return {
+				"filters": {
+					"name": ["in", ["Customer", "Lead"]],
+				}
+			};
+		};
+	},
+
 	get_indicator: function(doc) {
 		if(doc.status==="Submitted") {
 			if (doc.valid_till && doc.valid_till < frappe.datetime.nowdate()) {