71 lines
No EOL
3.6 KiB
Python
71 lines
No EOL
3.6 KiB
Python
import frappe
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from .db_service import DbService
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from erpnext.crm.doctype.lead.lead import make_customer
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from .address_service import AddressService
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from .contact_service import ContactService
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from .estimate_service import EstimateService
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from .onsite_meeting_service import OnSiteMeetingService
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class ClientService:
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@staticmethod
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def get_client_doctype(client_name: str) -> str:
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"""Determine if the client is a Customer or Lead."""
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if DbService.exists("Customer", client_name):
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return "Customer"
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elif DbService.exists("Lead", client_name):
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return "Lead"
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else:
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raise ValueError(f"Client with name {client_name} does not exist as Customer or Lead.")
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@staticmethod
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def set_primary_contact(client_name: str, contact_name: str):
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"""Set the primary contact for a client (Customer or Lead)."""
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print(f"DEBUG: Setting primary contact for client {client_name} to contact {contact_name}")
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client_doctype = ClientService.get_client_doctype(client_name)
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frappe.db.set_value(client_doctype, client_name, "primary_contact", contact_name)
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print(f"DEBUG: Set primary contact for client {client_name} to contact {contact_name}")
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@staticmethod
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def append_link(client_name: str, field: str, link_doctype: str, link_name: str):
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"""Set a link field for a client (Customer or Lead)."""
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print(f"DEBUG: Setting link field {field} for client {client_name} to {link_doctype} {link_name}")
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client_doctype = ClientService.get_client_doctype(client_name)
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client_doc = frappe.get_doc(client_doctype, client_name)
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client_doc.append(field, {
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link_doctype.lower(): link_name
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})
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client_doc.save(ignore_permissions=True)
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print(f"DEBUG: Set link field {field} for client {client_doc.get('name')} to {link_doctype} {link_name}")
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@staticmethod
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def convert_lead_to_customer(
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lead_name: str,
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update_quotations: bool = True,
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update_addresses: bool = True,
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update_contacts: bool = True,
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update_onsite_meetings: bool = True
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):
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"""Convert a Lead to a Customer."""
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print(f"DEBUG: Converting Lead {lead_name} to Customer")
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lead_doc = DbService.get_or_throw("Lead", lead_name)
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customer_doc = make_customer(lead_doc.name)
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customer_doc.insert(ignore_permissions=True)
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if update_addresses:
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for address in lead_doc.get("addresses", []):
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address_doc = AddressService.get_or_throw(address.get("address"))
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AddressService.link_address_to_customer(address_doc, "Customer", customer_doc.name)
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if update_contacts:
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for contact in lead_doc.get("contacts", []):
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contact_doc = ContactService.get_or_throw(contact.get("contact"))
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ContactService.link_contact_to_customer(contact_doc, "Customer", customer_doc.name)
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if update_quotations:
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for quotation in lead_doc.get("quotations", []):
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quotation_doc = EstimateService.get_or_throw(quotation.get("quotation"))
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EstimateService.link_estimate_to_customer(quotation_doc, "Customer", customer_doc.name)
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if update_onsite_meetings:
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for meeting in lead_doc.get("onsite_meetings", []):
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meeting_doc = OnSiteMeetingService.get_or_throw(meeting.get("onsite_meeting"))
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OnSiteMeetingService.link_onsite_meeting_to_customer(meeting_doc, "Customer", customer_doc.name)
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print(f"DEBUG: Converted Lead {lead_name} to Customer {customer_doc.name}")
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return customer_doc |