Added override for ERPNext updating a Lead's mobile_no field even if that phone number isn't defined as primary_mobile in the linked Contact

This commit is contained in:
Jeremy Rangel
2025-06-05 00:31:55 -07:00
parent 70cf4b1a6e
commit ca3ab820b5
7 changed files with 36 additions and 27 deletions

View File

@ -27,6 +27,14 @@ scheduler_events = {
}
}
# Document Events
# Override Contact-> Validate to avoid setting non-mobile numbers as Lead mobile_no field
doc_events = {
"Contact": {
"validate": ["rangeldigital.utilities.contact.contact_hooks.update_lead_phone_numbers"]
}
}
# Disable default send_email_to_leads_or_contacts
after_install = "rangeldigital.utilities.install.after_install"

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@ -1,26 +0,0 @@
import frappe
def after_install():
stop_erpnext_scheduled_send_email_job()
def stop_erpnext_scheduled_send_email_job():
# Get list of Scheduled Job Type docs with that method
job_docs = frappe.get_all(
"Scheduled Job Type",
filters={"method": "erpnext.crm.doctype.email_campaign.email_campaign.send_email_to_leads_or_contacts"},
limit_page_length=1
)
if not job_docs:
frappe.msgprint("Scheduled Job Type not found.")
return
job_name = job_docs[0].name
job_doc = frappe.get_doc("Scheduled Job Type", job_name)
# Set stopped = 1
job_doc.stopped = 1
job_doc.save(ignore_permissions=True)
frappe.db.commit()
frappe.msgprint(f"Scheduled Job Type '{job_doc.method}' stopped successfully.")

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@ -0,0 +1,27 @@
import frappe
# Override ERPNext's hook that will set a Lead's mobile_no field based on a Contact's phone number even if it's not a mobile number
def update_lead_phone_numbers(contact, method):
if not contact.phone_nos:
return
contact_lead = contact.get_link_for("Lead")
if not contact_lead:
return
# Get list of phones explicitly marked as primary mobile numbers
mobile_nos = [
phone_doc.phone
for phone_doc in contact.phone_nos
if phone_doc.is_primary_mobile_no
]
# If no mobile numbers were marked, clear Lead.mobile_no
if not mobile_nos:
lead = frappe.get_doc("Lead", contact_lead)
if lead.mobile_no:
# Optional: only unset if the current value matches one of the Contact's phones
contact_phone_values = {p.phone for p in contact.phone_nos}
if lead.mobile_no in contact_phone_values:
lead.db_set("mobile_no", None)

View File

@ -15,7 +15,7 @@ def add_lead_to_campaign(lead_name, campaign_name, start_date=None):
})
if existing:
frappe.throw("This Lead is already part of an Email Campaign with this name.")
frappe.throw("This Lead is already in this Email Campaign")
doc = frappe.new_doc("Email Campaign")
doc.update({