feat: add API to link to ERP Next instance

next_crm/api/erpnext.py

@@ -0,0 +1,147 @@
+import json
+
+import frappe
+from frappe import _
+
+
+@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,
+			"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 Opportunity: {frappe.form_dict.get('opportunity_id')}",
+		)
+		pass
+
+	create_contacts(json.loads(doc.contacts), prospect.company_name, "Prospect", prospect_name)
+	create_address("Prospect", prospect_name, doc.address)
+	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_doc(contact, link_doctype, link_docname)
+
+		contact.save(ignore_permissions=True)
+
+
+def create_address(doctype, docname, address):
+	if not address:
+		return
+	if isinstance(address, str):
+		address = json.loads(address)
+	try:
+		_address = frappe.db.exists("Address", address.get("name"))
+		if not _address:
+			new_address_doc = frappe.new_doc("Address")
+			for field in [
+				"address_title",
+				"address_type",
+				"address_line1",
+				"address_line2",
+				"city",
+				"county",
+				"state",
+				"pincode",
+				"country",
+			]:
+				if address.get(field):
+					new_address_doc.set(field, address.get(field))
+
+			new_address_doc.append("links", {"link_doctype": doctype, "link_name": docname})
+			new_address_doc.insert(ignore_mandatory=True)
+			return new_address_doc.name
+		else:
+			address = frappe.get_doc("Address", _address)
+			link_doc(address, doctype, docname)
+			address.save(ignore_permissions=True)
+			return address.name
+	except Exception:
+		frappe.log_error(frappe.get_traceback(), f"Error while creating address for {docname}")
+
+
+def link_doc(doc, link_doctype, link_docname):
+	already_linked = any(
+		[(link.link_doctype == link_doctype and link.link_name == link_docname) for link in doc.links]
+	)
+	if not already_linked:
+		doc.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)
+		create_address("Customer", customer_name, customer_data.get("address"))
+		return customer_name
+	except Exception:
+		frappe.log_error(frappe.get_traceback(), "Error while creating customer against Opportunity")
+		pass

next_crm/ncrm/doctype/erpnext_crm_settings/erpnext_crm_settings.py

@@ -12,7 +12,6 @@
 class ERPNextCRMSettings(Document):
 	def validate(self):
 		self.add_quotation_to_option()
-		self.create_custom_fields()	
 		self.create_crm_form_script()
 
 	def add_quotation_to_option(self):
@@ -26,10 +25,6 @@ def add_quotation_to_option(self):
 				validate_fields_for_doctype=False,
 			)
 
-	def create_custom_fields(self):
-		from erpnext.crm.frappe_crm_api import create_custom_fields_for_frappe_crm
-		create_custom_fields_for_frappe_crm()
-
 	def create_crm_form_script(self):
 		if not frappe.db.exists("CRM Form Script", "Create Quotation from Opportunity"):
 			script = get_crm_form_script()
@@ -127,7 +122,7 @@ def create_customer_in_erpnext(doc, method):
 		"contacts": json.dumps(contacts),
 		"address": json.dumps(address) if address else None,
 	}
-	from erpnext.crm.frappe_crm_api import create_customer
+	from next_crm.api.erpnext import create_customer
 	create_customer(customer)
 
 	frappe.publish_realtime("crm_customer_created")