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feat: ability to create quotation against a prospect

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(cherry picked from commit 47ce6de57d)
This commit is contained in:
Nabin Hait
2023-06-06 15:19:04 +05:30
committed by Mergify
parent 307fadc8e2
commit d82d1597ac
3 changed files with 10 additions and 13 deletions
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6
erpnext/accounts/party.py
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@@ -647,12 +647,12 @@ def set_taxes(
else: else:
args.update(get_party_details(party, party_type)) args.update(get_party_details(party, party_type))
if party_type in ("Customer", "Lead"): if party_type in ("Customer", "Lead", "Prospect"):
args.update({"tax_type": "Sales"}) args.update({"tax_type": "Sales"})
if party_type == "Lead": if party_type in ["Lead", "Prospect"]:
args["customer"] = None args["customer"] = None
del args["lead"] del args[frappe.scrub(party_type)]
else: else:
args.update({"tax_type": "Purchase"}) args.update({"tax_type": "Purchase"})

4
erpnext/public/js/utils/party.js
View File

@@ -16,8 +16,8 @@ erpnext.utils.get_party_details = function(frm, method, args, callback) {
|| (frm.doc.party_name && in_list(['Quotation', 'Opportunity'], frm.doc.doctype))) { || (frm.doc.party_name && in_list(['Quotation', 'Opportunity'], frm.doc.doctype))) {
let party_type = "Customer"; let party_type = "Customer";
if (frm.doc.quotation_to && frm.doc.quotation_to === "Lead") { if (frm.doc.quotation_to && in_list(["Lead", "Prospect"], frm.doc.quotation_to)) {
party_type = "Lead"; party_type = frm.doc.quotation_to;
} }
args = { args = {

13
erpnext/selling/doctype/quotation/quotation.js
View File

@@ -13,7 +13,7 @@ frappe.ui.form.on('Quotation', {
frm.set_query("quotation_to", function() { frm.set_query("quotation_to", function() {
return{ return{
"filters": { "filters": {
"name": ["in", ["Customer", "Lead"]], "name": ["in", ["Customer", "Lead", "Prospect"]],
} }
} }
}); });
@@ -160,19 +160,16 @@ erpnext.selling.QuotationController = class QuotationController extends erpnext.
} }
set_dynamic_field_label(){ set_dynamic_field_label(){
if (this.frm.doc.quotation_to == "Customer") if (this.frm.doc.quotation_to == "Customer") {
{
this.frm.set_df_property("party_name", "label", "Customer"); this.frm.set_df_property("party_name", "label", "Customer");
this.frm.fields_dict.party_name.get_query = null; this.frm.fields_dict.party_name.get_query = null;
} } else if (this.frm.doc.quotation_to == "Lead") {
if (this.frm.doc.quotation_to == "Lead")
{
this.frm.set_df_property("party_name", "label", "Lead"); this.frm.set_df_property("party_name", "label", "Lead");
this.frm.fields_dict.party_name.get_query = function() { this.frm.fields_dict.party_name.get_query = function() {
return{ query: "erpnext.controllers.queries.lead_query" } return{ query: "erpnext.controllers.queries.lead_query" }
} }
} else if (this.frm.doc.quotation_to == "Prospect") {
this.frm.set_df_property("party_name", "label", "Prospect");
} }
} }