def _make_customer(source_name, ignore_permissions=False):
quotation = frappe.db.get_value("Quotation", source_name, ["lead", "order_type", "customer"])
if quotation and quotation[0] and not quotation[2]:
lead_name = quotation[0]
customer_name = frappe.db.get_value("Customer", {"lead_name": lead_name},
["name", "customer_name"], as_dict=True)
if not customer_name:
from erpnext.crm.doctype.lead.lead import _make_customer
customer_doclist = _make_customer(lead_name, ignore_permissions=ignore_permissions)
customer = frappe.get_doc(customer_doclist)
customer.flags.ignore_permissions = ignore_permissions
if quotation[1] == "Shopping Cart":
customer.customer_group = frappe.db.get_value("Shopping Cart Settings", None,
"default_customer_group")
try:
customer.insert()
return customer
except frappe.NameError:
if frappe.defaults.get_global_default('cust_master_name') == "Customer Name":
customer.run_method("autoname")
customer.name += "-" + lead_name
customer.insert()
return customer
else:
raise
except frappe.MandatoryError:
frappe.throw(_("Please create Customer from Lead {0}").format(lead_name))
else:
return customer_name
def _make_sales_order(source_name, target_doc=None, ignore_permissions=False):
customer = _make_customer(source_name, ignore_permissions)
def set_missing_values(source, target):
if customer:
target.customer = customer.name
target.customer_name = customer.customer_name
if source.referral_sales_partner:
target.sales_partner = source.referral_sales_partner
target.commission_rate = frappe.get_value(
'Sales Partner', source.referral_sales_partner,
'commission_rate')
target.ignore_pricing_rule = 1
target.flags.ignore_permissions = ignore_permissions
target.run_method("set_missing_values")
target.run_method("calculate_taxes_and_totals")
def update_item(obj, target, source_parent):
target.stock_qty = flt(obj.qty) * flt(obj.conversion_factor)
if obj.against_blanket_order:
target.against_blanket_order = obj.against_blanket_order
target.blanket_order = obj.blanket_order
target.blanket_order_rate = obj.blanket_order_rate
doclist = get_mapped_doc("Quotation",
source_name, {
"Quotation": {
"doctype": "Sales Order",
"validation": {
"docstatus": ["=", 1]
}
},
"Quotation Item": {
"doctype": "Sales Order Item",
"field_map": {
"parent": "prevdoc_docname"
},
"postprocess": update_item
},
"Sales Taxes and Charges": {
"doctype": "Sales Taxes and Charges",
"add_if_empty": True
},
"Sales Team": {
"doctype": "Sales Team",
"add_if_empty": True
},
"Payment Schedule": {
"doctype": "Payment Schedule",
"add_if_empty": True
}
},
target_doc,
set_missing_values,
ignore_permissions=ignore_permissions)
# postprocess: fetch shipping address, set missing values
return doclist
def _make_sales_order(source_name, target_doc=None, ignore_permissions=False):
customer = _make_customer(source_name, ignore_permissions)
def set_missing_values(source, target):
if customer:
target.customer = customer.name
target.customer_name = customer.customer_name
target.ignore_pricing_rule = 1
target.flags.ignore_permissions = ignore_permissions
target.run_method("set_missing_values")
target.run_method("calculate_taxes_and_totals")
doclist = get_mapped_doc(
"Quotation",
source_name,
{
"Quotation": {"doctype": "Sales Order", "validation": {"docstatus": ["=", 1]}},
"Quotation Item": {"doctype": "Sales Order Item", "field_map": {"parent": "prevdoc_docname"}},
"Sales Taxes and Charges": {"doctype": "Sales Taxes and Charges", "add_if_empty": True},
"Sales Team": {"doctype": "Sales Team", "add_if_empty": True},
},
target_doc,
set_missing_values,
ignore_permissions=ignore_permissions,
)
# postprocess: fetch shipping address, set missing values
return doclist
def _make_customer(source_name, ignore_permissions=False):
quotation = frappe.db.get_value("Quotation", source_name, ["lead", "order_type", "customer"])
if quotation and quotation[0] and not quotation[2]:
lead_name = quotation[0]
customer_name = frappe.db.get_value("Customer", {"lead_name": lead_name},
["name", "customer_name"], as_dict=True)
if not customer_name:
from erpnext.crm.doctype.lead.lead import _make_customer
customer_doclist = _make_customer(lead_name, ignore_permissions=ignore_permissions)
customer = frappe.get_doc(customer_doclist)
customer.flags.ignore_permissions = ignore_permissions
if quotation[1] == "Shopping Cart":
customer.customer_group = frappe.db.get_value("Shopping Cart Settings", None,
"default_customer_group")
try:
customer.insert()
return customer
except frappe.NameError:
if frappe.defaults.get_global_default('cust_master_name') == "Customer Name":
customer.run_method("autoname")
customer.name += "-" + lead_name
customer.insert()
return customer
else:
raise
except frappe.MandatoryError:
frappe.local.message_log = []
frappe.throw(_("Please create Customer from Lead {0}").format(lead_name))
else:
return customer_name
def _make_customer(source_name, ignore_permissions=False):
itemlist = frappe.db.get_value("Item Listing", source_name, ["customer"])
if itemlist:
lead_name = itemlist[0]
customer_name = frappe.db.get_value("Customer", itemlist)
if not customer_name:
from erpnext.crm.doctype.lead.lead import _make_customer
customer_doclist = _make_customer(lead_name, ignore_permissions=ignore_permissions)
customer = frappe.get_doc(customer_doclist)
customer.flags.ignore_permissions = ignore_permissions
try:
customer.insert()
return customer
except frappe.NameError:
if frappe.defaults.get_global_default('cust_master_name') == "Customer Name":
customer.run_method("autoname")
customer.name += "-" + lead_name
customer.insert()
return customer
else:
raise
except frappe.MandatoryError:
frappe.local.message_log = []
frappe.throw(_("Please create Customer from Lead {0}").format(lead_name))
else:
return customer_name
def _make_sales_invoice(source_name, target_doc=None, ignore_permissions=False):
customer = _make_customer(source_name, ignore_permissions)
def set_missing_values(source, target):
if customer:
target.customer = customer.name
target.customer_name = customer.customer_name
target.flags.ignore_permissions = ignore_permissions
target.run_method("set_missing_values")
target.run_method("calculate_taxes_and_totals")
def update_item(obj, target, source_parent):
target.cost_center = None
target.stock_qty = flt(obj.qty) * flt(obj.conversion_factor)
doclist = get_mapped_doc(
"Quotation",
source_name,
{
"Quotation": {"doctype": "Sales Invoice", "validation": {"docstatus": ["=", 1]}},
"Quotation Item": {"doctype": "Sales Invoice Item", "postprocess": update_item},
"Sales Taxes and Charges": {"doctype": "Sales Taxes and Charges", "add_if_empty": True},
"Sales Team": {"doctype": "Sales Team", "add_if_empty": True},
},
target_doc,
set_missing_values,
ignore_permissions=ignore_permissions,
)
doclist.set_onload("ignore_price_list", True)
return doclist
def _make_customer(source_name, ignore_permissions=False):
quotation = frappe.db.get_value(
"Quotation",
source_name, ["order_type", "party_name", "customer_name"],
as_dict=1)
if quotation and quotation.get('party_name'):
if not frappe.db.exists("Customer", quotation.get("party_name")):
lead_name = quotation.get("party_name")
customer_name = frappe.db.get_value("Customer",
{"lead_name": lead_name},
["name", "customer_name"],
as_dict=True)
if not customer_name:
from erpnext.crm.doctype.lead.lead import _make_customer
customer_doclist = _make_customer(
lead_name, ignore_permissions=ignore_permissions)
customer = frappe.get_doc(customer_doclist)
customer.flags.ignore_permissions = ignore_permissions
if quotation.get("party_name") == "Shopping Cart":
customer.customer_group = frappe.db.get_value(
"Shopping Cart Settings", None,
"default_customer_group")
try:
customer.insert()
return customer
except frappe.NameError:
if frappe.defaults.get_global_default(
'cust_master_name') == "Customer Name":
customer.run_method("autoname")
customer.name += "-" + lead_name
customer.insert()
return customer
else:
raise
except frappe.MandatoryError as e:
mandatory_fields = e.args[0].split(':')[1].split(',')
mandatory_fields = [
customer.meta.get_label(field.strip())
for field in mandatory_fields
]
frappe.local.message_log = []
lead_link = frappe.utils.get_link_to_form(
"Lead", lead_name)
message = _(
"Could not auto create Customer due to the following missing mandatory field(s):"
) + "<br>"
message += "<br><ul><li>" + "</li><li>".join(
mandatory_fields) + "</li></ul>"
message += _("Please create Customer from Lead {0}."
).format(lead_link)
frappe.throw(message, title=_("Mandatory Missing"))
else:
return customer_name
else:
return frappe.get_doc("Customer", quotation.get("party_name"))
def _make_sales_invoice(source_name,
target_doc=None,
ignore_permissions=False):
customer = _make_customer(source_name, ignore_permissions)
def set_missing_values(source, target):
if customer:
target.customer = customer.name
target.customer_name = customer.customer_name
target.ignore_pricing_rule = 1
target.flags.ignore_permissions = ignore_permissions
target.run_method("set_missing_values")
target.run_method("calculate_taxes_and_totals")
# Terms and Conditions
target.tc_name = target.meta.get_field("tc_name").default
if target.tc_name:
target.terms = frappe.db.get_value("Terms and Conditions",
target.tc_name, "terms")
def update_item(obj, target, source_parent):
target.cost_center = None
target.stock_qty = flt(obj.qty) * flt(obj.conversion_factor)
target.reference_dt = "Quotation"
target.reference_dn = obj.parent
doclist = get_mapped_doc(
"Quotation",
source_name,
{
"Quotation": {
"doctype": "Sales Invoice",
"validation": {
"docstatus": ["=", 1]
},
},
"Quotation Item": {
"doctype": "Sales Invoice Item",
"postprocess": update_item,
},
"Sales Taxes and Charges": {
"doctype": "Sales Taxes and Charges",
"add_if_empty": True,
},
"Sales Team": {
"doctype": "Sales Team",
"add_if_empty": True
},
},
target_doc,
set_missing_values,
ignore_permissions=ignore_permissions,
)
return doclist
def _make_sales_order(source_name, target_doc=None, ignore_permissions=False):
customer = _make_customer(source_name, ignore_permissions)
def set_missing_values(source, target):
if customer:
target.customer = customer.name
target.customer_name = customer.customer_name
target.ignore_pricing_rule = 1
target.flags.ignore_permissions = ignore_permissions
target.run_method("set_missing_values")
target.run_method("calculate_taxes_and_totals")
#Start of code by Basawaraj on 4th for auto population quotation naming series when created from Lead
local_branch = frappe.db.get_value("Quotation", source_name, "branch")
target.naming_series = frappe.db.get_value(
"Branch", local_branch, "sales_order_naming_series")
#End of code by Basawaraj on 4th for auto population quotation naming series when created from Lead
doclist = get_mapped_doc("Quotation",
source_name, {
"Quotation": {
"doctype": "Sales Order",
"validation": {
"docstatus": ["=", 1]
}
},
"Quotation Item": {
"doctype": "Sales Order Item",
"field_map": {
"parent": "prevdoc_docname"
}
},
"Sales Taxes and Charges": {
"doctype": "Sales Taxes and Charges",
"add_if_empty": True
},
"Sales Team": {
"doctype": "Sales Team",
"add_if_empty": True
}
},
target_doc,
set_missing_values,
ignore_permissions=ignore_permissions)
# postprocess: fetch shipping address, set missing values
return doclist
def _make_sales_order(source_name, target_doc=None, ignore_permissions=False):
customer = _make_customer(source_name, ignore_permissions)
def set_missing_values(source, target):
if customer:
target.customer = customer.name
target.customer_name = customer.customer_name
target.ignore_pricing_rule = 1
target.flags.ignore_permissions = ignore_permissions
target.run_method("set_missing_values")
target.run_method("calculate_taxes_and_totals")
doclist = get_mapped_doc("Quotation",
source_name, {
"Quotation": {
"doctype": "Sales Order",
"validation": {
"docstatus": ["=", 1]
}
},
"Quotation Item": {
"doctype": "Sales Order Item",
"field_map": {
"parent": "prevdoc_docname"
}
},
"Sales Taxes and Charges": {
"doctype": "Sales Taxes and Charges",
"add_if_empty": True
},
"Sales Team": {
"doctype": "Sales Team",
"add_if_empty": True
}
},
target_doc,
set_missing_values,
ignore_permissions=ignore_permissions)
# postprocess: fetch shipping address, set missing values
return doclist
def _make_sales_invoice(source_name, target_doc=None, ignore_permissions=False):
customer = _make_customer(source_name, ignore_permissions)
def set_missing_values(source, target):
if customer:
target.customer = customer.name
target.customer_name = customer.customer_name
target.ignore_pricing_rule = 1
target.flags.ignore_permissions = ignore_permissions
target.run_method("set_missing_values")
target.run_method("calculate_taxes_and_totals")
def update_item(obj, target, source_parent):
target.cost_center = None
target.stock_qty = flt(obj.qty) * flt(obj.conversion_factor)
doclist = get_mapped_doc("Quotation", source_name, {
"Quotation": {
"doctype": "Sales Invoice",
"validation": {
"docstatus": ["=", 1]
}
},
"Quotation Item": {
"doctype": "Sales Invoice Item",
"postprocess": update_item
},
"Sales Taxes and Charges": {
"doctype": "Sales Taxes and Charges",
"add_if_empty": True
},
"Sales Team": {
"doctype": "Sales Team",
"add_if_empty": True
}
}, target_doc, set_missing_values, ignore_permissions=ignore_permissions)
return doclist
def _make_customer(source_name, ignore_permissions=False):
quotation = frappe.db.get_value(
"Quotation",
source_name, ["order_type", "party_name", "customer_name"],
as_dict=1)
if quotation and quotation.get('party_name'):
if not frappe.db.exists("Customer", quotation.get("party_name")):
#check if a customer doc has been created from the lead
lead_name = quotation.get("party_name")
customer_name = frappe.db.get_value("Customer",
{"lead_name": lead_name},
["name", "customer_name"],
as_dict=True)
#convert lead to a customer if not done already
if not customer_name:
from erpnext.crm.doctype.lead.lead import _make_customer
customer_doclist = _make_customer(
lead_name, ignore_permissions=ignore_permissions)
customer = frappe.get_doc(customer_doclist)
customer.flags.ignore_permissions = ignore_permissions
if quotation.get("party_name") == "Shopping Cart":
customer.customer_group = frappe.db.get_value(
"Shopping Cart Settings", None,
"default_customer_group")
#raise error message if mandatory defaults for creating a customer is missing in selling settings
if not frappe.db.get_value("Selling Settings", None,
"customer_group"):
frappe.throw(
_("Please set a default customer group in Selling Settings."
))
if not frappe.db.get_value("Selling Settings", None,
"territory"):
frappe.throw(
_("Please set a default territory in Selling Settings."
))
try:
customer.insert()
return customer
except frappe.NameError:
if frappe.defaults.get_global_default(
'cust_master_name') == "Customer Name":
customer.run_method("autoname")
customer.name += "-" + lead_name
customer.insert()
return customer
else:
raise
except frappe.MandatoryError:
frappe.local.message_log = []
frappe.throw(
_("Please create Customer from Lead {0}").format(
lead_name))
else:
return customer_name
else:
return frappe.get_doc("Customer", quotation.get("party_name"))