CRM Lead and Opportunity

ERPNext
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1

If i make an Opportunity and the opportunity is lost, i want to get the lost_reason, opportunity_name, party_name, opportunity_from, sales_person data to the lead lost history table. is anyone can help? thanks a lot

2

You have to develop the client/server script for that.

3

can you help me revised the code? i already made the client/server script but seems nothing happen. below i give my code

js:
frappe.ui.form.on(‘Opportunity’, {
refresh: function(frm) {
// Custom refresh logic if needed
},
status: function(frm) {
if (frm.doc.status === ‘Lost’) {
frappe.call({
method: ‘my_doctype.my_doctype.overrides.opportunity.add_to_lead_lost_history’,
args: {
opportunity_name: frm.doc.name,
lead: frm.doc.lead,
lost_reason: frm.doc.lost_reason,
posting_date: frm.doc.posting_date,
sales_person: frm.doc.sales_person
},
callback: function(r) {
if (r.message === ‘success’) {
frappe.msgprint(__(‘Opportunity status changed to Lost and updated in Lead Lost History’));
}
}
});
}
}
});

python:
import frappe
from frappe.model.document import Document

@frappe.whitelist()
def add_to_lead_lost_history(name, opportunity_name, lead, lost_reason, posting_date, sales_person):
try:
lead_doc = frappe.get_doc(‘Lead’, lead)
lead_doc.append(‘lead_lost_history’, {
‘ref’: name,
‘lost_reason’: lost_reason,
‘date’: posting_date,
‘doctype_name’: opportunity_name,
‘sales’: sales_person
})
lead_doc.save(ignore_permissions=True)
return ‘success’
except Exception as e:
frappe.log_error(message=str(e), title=“Error in adding to Lead Lost History”)
return ‘error’

4

Please check the default functionality and fine that code.

image
image1920×924 30.6 KB

5

i guess it was this one

from future import unicode_literals

import frappe

from frappe.model.document import Document

class OpportunityLostReasonDetail(Document):
pass

6

No, the code worked from the opportunity.js file so please check the code when you click on status lost.

7

this one?

status:function(frm){
if (frm.doc.status == “Lost”){
frm.trigger(‘set_as_lost_dialog’);
}

},
8

yes … !

9

so, what should i do next?

10

You have to read and learn the code and one by one apply it yourself according to the scenario.

11

can u help me with that? i am really confused

12

i need when the opportunity is lost then i need the lost_reason, opportunity_name, party_name, opportunity_from, sales_person data to the lead lost history table on doctype lead