feat(CRM): Prospect to group Leads

erpnext/crm/doctype/lead/lead.js

@@ -39,6 +39,8 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
 			this.frm.add_custom_button(__("Customer"), this.make_customer, __("Create"));
 			this.frm.add_custom_button(__("Opportunity"), this.make_opportunity, __("Create"));
 			this.frm.add_custom_button(__("Quotation"), this.make_quotation, __("Create"));
+			this.frm.add_custom_button(__("Prospect"), this.make_prospect, __("Create"));
+			this.frm.add_custom_button(__('Add to Prospect'), this.add_lead_to_prospect, __('Action'));
 		}
 
 		if (!this.frm.is_new()) {
@@ -49,27 +51,74 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
 		}
 	}
 
-	make_customer () {
+	add_lead_to_prospect (frm) {
+		frappe.prompt([
+			{
+				fieldname: 'prospect',
+				label: __('Prospect'),
+				fieldtype: 'Link',
+				options: 'Prospect',
+				reqd: 1
+			}
+		],
+		function(data) {
+			frappe.call({
+				method: 'erpnext.crm.doctype.lead.lead.add_lead_to_prospect',
+				args: {
+					'lead': frm.doc.name,
+					'prospect': data.prospect
+				},
+				callback: function(r) {
+					if (!r.exc) {
+						frm.reload_doc();
+					}
+				},
+				freeze: true,
+				freeze_message: __('...Adding Lead to Prospect')
+			});
+		}, __('Add Lead to Prospect'), __('Add'));
+	}
+
+	make_customer (frm) {
 		frappe.model.open_mapped_doc({
 			method: "erpnext.crm.doctype.lead.lead.make_customer",
-			frm: cur_frm
+			frm: frm
 		})
 	}
 
-	make_opportunity () {
+	make_opportunity (frm) {
 		frappe.model.open_mapped_doc({
 			method: "erpnext.crm.doctype.lead.lead.make_opportunity",
-			frm: cur_frm
+			frm: frm
 		})
 	}
 
-	make_quotation () {
+	make_quotation (frm) {
 		frappe.model.open_mapped_doc({
 			method: "erpnext.crm.doctype.lead.lead.make_quotation",
-			frm: cur_frm
+			frm: frm
 		})
 	}
 
+	make_prospect (frm) {
+		frappe.model.with_doctype("Prospect", function() {
+			let prospect = frappe.model.get_new_doc("Prospect");
+			prospect.company_name = frm.doc.company_name;
+			prospect.no_of_employees = frm.doc.no_of_employees;
+			prospect.industry = frm.doc.industry;
+			prospect.market_segment = frm.doc.market_segment;
+			prospect.territory = frm.doc.territory;
+			prospect.fax = frm.doc.fax;
+			prospect.website = frm.doc.website;
+			prospect.prospect_owner = frm.doc.lead_owner;
+
+			let lead_prospect_row = frappe.model.add_child(prospect, 'prospect_lead');
+			lead_prospect_row.lead = frm.doc.name;
+
+			frappe.set_route("Form", "Prospect", prospect.name);
+		});
+	}
+
 	company_name () {
 		if (!this.frm.doc.lead_name) {
 			this.frm.set_value("lead_name", this.frm.doc.company_name);

erpnext/crm/doctype/lead/lead.py

@@ -63,6 +63,7 @@ def validate_contact_date(self):
 
 	def on_update(self):
 		self.add_calendar_event()
+		self.update_prospects()
 
 	def before_insert(self):
 		self.contact_doc = self.create_contact()
@@ -89,6 +90,12 @@ def add_calendar_event(self, opts=None, force=False):
 			"description": ('Contact ' + cstr(self.lead_name)) + (self.contact_by and ('. By : ' + cstr(self.contact_by)) or '')
 		}, force)
 
+	def update_prospects(self):
+		prospects = frappe.get_all('Prospect Lead', filters={'lead': self.name}, fields=['parent'])
+		for row in prospects:
+			prospect = frappe.get_doc('Prospect', row.parent)
+			prospect.save(ignore_permissions=True)
+
 	def check_email_id_is_unique(self):
 		if self.email_id:
 			# validate email is unique
@@ -354,3 +361,14 @@ def daily_open_lead():
 	leads = frappe.get_all("Lead", filters = [["contact_date", "Between", [nowdate(), nowdate()]]])
 	for lead in leads:
 		frappe.db.set_value("Lead", lead.name, "status", "Open")
+
+@frappe.whitelist()
+def add_lead_to_prospect(lead, prospect):
+	prospect = frappe.get_doc('Prospect', prospect)
+	prospect.append('prospect_lead', {
+		'lead': lead
+	})
+	prospect.save(ignore_permissions=True)
+	frappe.msgprint(_('Lead {0} has been added to prospect {1}.').format(frappe.bold(lead), frappe.bold(prospect.name)),
+		title=_('Lead Added'), indicator='green')
+

erpnext/crm/doctype/lead/lead_dashboard.py

@@ -13,7 +13,7 @@ def get_data():
 		},
 		'transactions': [
 			{
-				'items': ['Opportunity', 'Quotation']
+				'items': ['Opportunity', 'Quotation', 'Prospect']
 			},
 		]
 	}

erpnext/crm/doctype/lead/lead_list.js

@@ -0,0 +1,28 @@
+frappe.listview_settings['Lead'] = {
+	onload: function(listview) {
+		if (frappe.boot.user.can_create.includes("Prospect")) {
+			listview.page.add_action_item(__("Create Prospect"), function() {
+				frappe.model.with_doctype("Prospect", function() {
+					let prospect = frappe.model.get_new_doc("Prospect");
+					let leads = listview.get_checked_items();
+					frappe.db.get_value("Lead", leads[0].name, ["company_name", "no_of_employees", "industry", "market_segment", "territory", "fax", "website", "lead_owner"], (r) => {
+						prospect.company_name = r.company_name;
+						prospect.no_of_employees = r.no_of_employees;
+						prospect.industry = r.industry;
+						prospect.market_segment = r.market_segment;
+						prospect.territory = r.territory;
+						prospect.fax = r.fax;
+						prospect.website = r.website;
+						prospect.prospect_owner = r.lead_owner;
+
+						leads.forEach(function(lead) {
+							let lead_prospect_row = frappe.model.add_child(prospect, 'prospect_lead');
+							lead_prospect_row.lead = lead.name;
+						});
+						frappe.set_route("Form", "Prospect", prospect.name);
+					});
+				});
+			});
+		}
+	}
+};

erpnext/crm/doctype/opportunity/opportunity.js

@@ -10,12 +10,12 @@ frappe.ui.form.on("Opportunity", {
 		frm.custom_make_buttons = {
 			'Quotation': 'Quotation',
 			'Supplier Quotation': 'Supplier Quotation'
-		},
+		};
 
 		frm.set_query("opportunity_from", function() {
 			return{
 				"filters": {
-					"name": ["in", ["Customer", "Lead"]],
+					"name": ["in", ["Customer", "Lead", "Prospect"]],
 				}
 			}
 		});

erpnext/crm/doctype/opportunity/opportunity.json

@@ -430,7 +430,7 @@
  "icon": "fa fa-info-sign",
  "idx": 195,
  "links": [],
- "modified": "2021-06-04 10:11:22.831139",
+ "modified": "2021-08-25 10:28:24.923543",
  "modified_by": "Administrator",
  "module": "CRM",
  "name": "Opportunity",

erpnext/crm/doctype/prospect/prospect.js

@@ -0,0 +1,29 @@
+// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Prospect', {
+	refresh (frm) {
+		if (!frm.is_new() && frappe.boot.user.can_create.includes("Customer")) {
+			frm.add_custom_button(__("Customer"), function() {
+				frappe.model.open_mapped_doc({
+					method: "erpnext.crm.doctype.prospect.prospect.make_customer",
+					frm: frm
+				});
+			}, __("Create"));
+		}
+		if (!frm.is_new() && frappe.boot.user.can_create.includes("Opportunity")) {
+			frm.add_custom_button(__("Opportunity"), function() {
+				frappe.model.open_mapped_doc({
+					method: "erpnext.crm.doctype.prospect.prospect.make_opportunity",
+					frm: frm
+				});
+			}, __("Create"));
+		}
+
+		if (!frm.is_new()) {
+			frappe.contacts.render_address_and_contact(frm);
+		} else {
+			frappe.contacts.clear_address_and_contact(frm);
+		}
+	}
+});