feat: API for crm integration (backport #43198)

erpnext/crm/frappe_crm_api.py

@@ -0,0 +1,135 @@
+import json
+
+import frappe
+from frappe import _
+from frappe.custom.doctype.custom_field.custom_field import create_custom_fields
+
+
+@frappe.whitelist()
+def create_custom_fields_for_frappe_crm():
+	frappe.only_for("System Manager")
+	custom_fields = {
+		"Quotation": [
+			{
+				"fieldname": "crm_deal",
+				"fieldtype": "Data",
+				"label": "Frappe CRM Deal",
+				"insert_after": "party_name",
+			}
+		],
+		"Customer": [
+			{
+				"fieldname": "crm_deal",
+				"fieldtype": "Data",
+				"label": "Frappe CRM Deal",
+				"insert_after": "prospect_name",
+			}
+		],
+	}
+	create_custom_fields(custom_fields, ignore_validate=True)
+
+
+@frappe.whitelist()
+def create_prospect_against_crm_deal():
+	frappe.only_for("System Manager")
+	doc = frappe.form_dict
+	prospect = frappe.get_doc(
+		{
+			"doctype": "Prospect",
+			"company_name": doc.organization or doc.lead_name,
+			"no_of_employees": doc.no_of_employees,
+			"prospect_owner": doc.deal_owner,
+			"company": doc.erpnext_company,
+			"crm_deal": doc.crm_deal,
+			"territory": doc.territory,
+			"industry": doc.industry,
+			"website": doc.website,
+			"annual_revenue": doc.annual_revenue,
+		}
+	)
+
+	try:
+		prospect_name = frappe.db.get_value("Prospect", {"company_name": prospect.company_name})
+		if not prospect_name:
+			prospect.insert()
+			prospect_name = prospect.name
+	except Exception:
+		frappe.log_error(
+			frappe.get_traceback(),
+			f"Error while creating prospect against CRM Deal: {frappe.form_dict.get('crm_deal_id')}",
+		)
+		pass
+
+	create_contacts(json.loads(doc.contacts), prospect.company_name, "Prospect", prospect_name)
+	frappe.response["message"] = prospect_name
+
+
+def create_contacts(contacts, organization=None, link_doctype=None, link_docname=None):
+	for c in contacts:
+		c = frappe._dict(c)
+		existing_contact = contact_exists(c.email, c.mobile_no)
+		if existing_contact:
+			contact = frappe.get_doc("Contact", existing_contact)
+		else:
+			contact = frappe.get_doc(
+				{
+					"doctype": "Contact",
+					"first_name": c.get("full_name"),
+					"gender": c.get("gender"),
+					"company_name": organization,
+				}
+			)
+
+			if c.get("email"):
+				contact.append("email_ids", {"email_id": c.get("email"), "is_primary": 1})
+
+			if c.get("mobile_no"):
+				contact.append("phone_nos", {"phone": c.get("mobile_no"), "is_primary_mobile_no": 1})
+
+		link_contact_to_prospect(contact, link_doctype, link_docname)
+
+		contact.save(ignore_permissions=True)
+
+
+def link_contact_to_prospect(contact, link_doctype, link_docname):
+	already_linked = any(
+		[(link.link_doctype == link_doctype and link.link_name == link_docname) for link in contact.links]
+	)
+	if not already_linked:
+		contact.append(
+			"links", {"link_doctype": link_doctype, "link_name": link_docname, "link_title": link_docname}
+		)
+
+
+def contact_exists(email, mobile_no):
+	email_exist = frappe.db.exists("Contact Email", {"email_id": email})
+	mobile_exist = frappe.db.exists("Contact Phone", {"phone": mobile_no})
+
+	doctype = "Contact Email" if email_exist else "Contact Phone"
+	name = email_exist or mobile_exist
+
+	if name:
+		return frappe.db.get_value(doctype, name, "parent")
+
+	return False
+
+
+@frappe.whitelist()
+def create_customer(customer_data=None):
+	frappe.only_for("System Manager")
+	if not customer_data:
+		customer_data = frappe.form_dict
+
+	try:
+		customer_name = frappe.db.exists("Customer", {"customer_name": customer_data.get("customer_name")})
+		if not customer_name:
+			customer = frappe.get_doc({"doctype": "Customer", **customer_data}).insert(
+				ignore_permissions=True
+			)
+			customer_name = customer.name
+
+		contacts = json.loads(customer_data.get("contacts"))
+		create_contacts(contacts, customer_name, "Customer", customer_name)
+	except Exception:
+		frappe.log_error(frappe.get_traceback(), "Error while creating customer against Frappe CRM Deal")
+		pass

erpnext/selling/doctype/quotation/quotation.js

@@ -71,7 +71,7 @@ frappe.ui.form.on("Quotation", {
 		frm.trigger("set_label");
 		frm.trigger("toggle_reqd_lead_customer");
 		frm.trigger("set_dynamic_field_label");
-		frm.set_value("party_name", "");
+		// frm.set_value("party_name", ""); // removed to set party_name from url for crm integration
 		frm.set_value("customer_name", "");
 	},
 

erpnext/selling/doctype/quotation/quotation.py

@@ -220,6 +220,10 @@ def set_customer_name(self):
 				"Lead", self.party_name, ["lead_name", "company_name"]
 			)
 			self.customer_name = company_name or lead_name
+		elif self.party_name and self.quotation_to == "Prospect":
+			self.customer_name = self.party_name
+		elif self.party_name and self.quotation_to == "CRM Deal":
+			self.customer_name = frappe.db.get_value("CRM Deal", self.party_name, "organization")
 
 	def update_opportunity(self, status):
 		for opportunity in set(d.prevdoc_docname for d in self.get("items")):