Hi,
When you create a new quotation, it currently imports it from opportunity. Instead of that I am trying to import it from a supplier quotation. And changing the make Sales Order function to make Purchase Order.
This is the code for the Javascript File and the Python File (could someone tell me what I am doing wrong?). The opportunity view is faded and I cannot see anything.
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import frappe
from frappe.model.mapper import get_mapped_doc
from frappe import _
from erpnext.controllers.selling_controller import SellingController
from erpnext.controllers.buying_controller import BuyingController
form_grid_templates = {
"items": "templates/form_grid/item_grid.html"
}
class Quotation(SellingController):
def validate(self):
super(Quotation, self).validate()
self.set_status()
self.validate_order_type()
self.validate_uom_is_integer("stock_uom", "qty")
self.validate_quotation_to()
if self.items:
self.with_items = 1
def has_sales_order(self):
return frappe.db.get_value("Sales Order Item", {"prevdoc_docname": self.name, "docstatus": 1})
def validate_order_type(self):
super(Quotation, self).validate_order_type()
def validate_quotation_to(self):
if self.customer:
self.quotation_to = "Customer"
self.lead = None
elif self.lead:
self.quotation_to = "Lead"
def update_supplier_quotation(self):
for supplier_quotation in list(set([d.prevdoc_docname for d in self.get("items")])):
if supplier_quotation:
frappe.get_doc("Supplier Quotation", supplier_quotation).set_status(update=True)
def declare_order_lost(self, arg):
if not self.has_sales_order():
frappe.db.set(self, 'status', 'Lost')
frappe.db.set(self, 'order_lost_reason', arg)
self.update_opportunity()
else:
frappe.throw(_("Cannot set as Lost as Sales Order is made."))
def check_item_table(self):
if not self.get('items'):
frappe.throw(_("Please enter item details"))
def on_submit(self):
self.check_item_table()
# Check for Approving Authority
frappe.get_doc('Authorization Control').validate_approving_authority(self.doctype, self.company, self.base_grand_total, self)
#update enquiry status
self.update_opportunity()
def on_cancel(self):
#update enquiry status
self.set_status(update=True)
self.update_opportunity()
def print_other_charges(self,docname):
print_lst = []
for d in self.get('taxes'):
lst1 = []
lst1.append(d.description)
lst1.append(d.total)
print_lst.append(lst1)
return print_lst
@frappe.whitelist()
def make_sales_order(source_name, target_doc=None):
return _make_sales_order(source_name, target_doc)
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
// Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
// License: GNU General Public License v3. See license.txt
{% include 'erpnext/selling/sales_common.js' %}
{% include 'erpnext/buying/doctype/purchase_common/purchase_common.js' %};
erpnext.selling.QuotationController = erpnext.selling.SellingController.extend({
onload: function(doc, dt, dn) {
var me = this;
this._super(doc, dt, dn);
if(doc.customer && !doc.quotation_to)
doc.quotation_to = "Customer";
else if(doc.lead && !doc.quotation_to)
doc.quotation_to = "Lead";
},
refresh: function(doc, dt, dn) {
this._super(doc, dt, dn);
if(doc.docstatus == 1 && doc.status!=='Lost') {
cur_frm.add_custom_button(__('Make Purchase Order'),
cur_frm.cscript['Make Purchase Order']);
if(doc.status!=="Ordered") {
cur_frm.add_custom_button(__('Set as Lost'),
cur_frm.cscript['Declare Order Lost']);
}
}
if (this.frm.doc.docstatus===0) {
cur_frm.add_custom_button(__('Supplier Quotation'),
function() {
erpnext.utils.map_current_doc({
method: "erpnext.buying.doctype.supplier_quotation.supplier_quotation.make_supplier_quotation",
source_doctype: "Supplier Quotation",
get_query_filters: {
status: ["not in", ["Lost", "Closed"]],
enquiry_type: cur_frm.doc.order_type,
customer: cur_frm.doc.customer || undefined,
lead: cur_frm.doc.lead || undefined,
company: cur_frm.doc.company
}
})
}, __("Get items from"), "btn-default");
}
this.toggle_reqd_lead_customer();
},
quotation_to: function() {
var me = this;
if (this.frm.doc.quotation_to == "Lead") {
this.frm.set_value("customer", null);
this.frm.set_value("contact_person", null);
} else if (this.frm.doc.quotation_to == "Customer") {
this.frm.set_value("lead", null);
}
this.toggle_reqd_lead_customer();
},
toggle_reqd_lead_customer: function() {
var me = this;
this.frm.toggle_reqd("lead", this.frm.doc.quotation_to == "Lead");
this.frm.toggle_reqd("customer", this.frm.doc.quotation_to == "Customer");
// to overwrite the customer_filter trigger from queries.js
$.each(["customer_address", "shipping_address_name"],
function(i, opts) {
me.frm.set_query(opts, me.frm.doc.quotation_to==="Lead"
? erpnext.queries["lead_filter"] : erpnext.queries["customer_filter"]);
}
);
},
tc_name: function() {
this.get_terms();
},
validate_company_and_party: function(party_field) {
if(!this.frm.doc.quotation_to) {
msgprint(__("Please select a value for {0} quotation_to {1}", [this.frm.doc.doctype, this.frm.doc.name]));
return false;
} else if (this.frm.doc.quotation_to == "Lead") {
return true;
} else {
return this._super(party_field);
}
},
lead: function() {
var me = this;
frappe.call({
method: "erpnext.crm.doctype.lead.lead.get_lead_details",
args: {
'lead': this.frm.doc.lead,
'posting_date': this.frm.doc.transaction_date,
'company': this.frm.doc.company,
},
callback: function(r) {
if(r.message) {
me.frm.updating_party_details = true;
me.frm.set_value(r.message);
me.frm.refresh();
me.frm.updating_party_details = false;
}
}
})
}
});
cur_frm.script_manager.make(erpnext.selling.QuotationController);
cur_frm.fields_dict.lead.get_query = function(doc,cdt,cdn) {
return{ query: "erpnext.controllers.queries.lead_query" }
}
cur_frm.cscript['Make Purchase Order'] = function() {
frappe.model.open_mapped_doc({
method: "erpnext.buying.doctype.purchase_order.purchase_order.make_purchase_order"
frm: cur_frm
})
}
cur_frm.cscript['Declare Order Lost'] = function(){
var dialog = new frappe.ui.Dialog({
title: "Set as Lost",
fields: [
{"fieldtype": "Text", "label": __("Reason for losing"), "fieldname": "reason",
"reqd": 1 },
{"fieldtype": "Button", "label": __("Update"), "fieldname": "update"},
]
});
dialog.fields_dict.update.$input.click(function() {
args = dialog.get_values();
if(!args) return;
return cur_frm.call({
method: "declare_order_lost",
doc: cur_frm.doc,
args: args.reason,
callback: function(r) {
if(r.exc) {
msgprint(__("There were errors."));
return;
}
dialog.hide();
cur_frm.refresh();
},
btn: this
})
});
dialog.show();
}
cur_frm.cscript.on_submit = function(doc, cdt, cdn) {
if(cint(frappe.boot.notification_settings.quotation))
cur_frm.email_doc(frappe.boot.notification_settings.quotation_message);
}
frappe.ui.form.on("Quotation Item", "items_on_form_rendered", function(frm, cdt, cdn) {
// enable tax_amount field if Actual
})
frappe.ui.form.on("Quotation Item", "stock_balance", function(frm, cdt, cdn) {
var d = frappe.model.get_doc(cdt, cdn);
frappe.route_options = {"item_code": d.item_code};
frappe.set_route("query-report", "Stock Balance");
})
@Gladwyn_Lewis its really hard to debug this dump.
Try adding “frappe.msgprint” (in both js / python) at various places to see if your methods are being triggered.
Hi @rmehta
Essentially what I am trying to do is create a Customer Quotation from the Supplier Quotation (we are a trading firm, and get our pricings from Suppliers per Quotation which varies from Quotation to Quotation).
What I want to do right now is take the pricings, items, etc from the Supplier Quotation and create a Customer Quotation. Could you help me with modifying to code to see exactly how to go about this?