KabundiNjuki
100 lines
3.5 KiB
Python
100 lines
3.5 KiB
Python
import frappe
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from frappe import _
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DOCTYPE = "Customer Onboarding Request"
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FIELDS = [
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"name", "organisation_name", "trading_name", "customer_type",
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"business_tax_identifier", "contact_name", "email_id", "telephone",
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"submitted_address", "location", "product_interest", "initial_enquiry",
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"registration_source", "assisted_channel", "onboarding_status",
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"customer_match_result", "possible_existing_customer",
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"created_linked_customer", "created_linked_contact", "portal_access_status",
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"review_notes", "privacy_notice_acknowledged", "acknowledgement_timestamp",
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"privacy_notice_reference_version", "creation", "modified", "owner",
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]
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def _filters(args):
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filters = {}
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status = args.get("status")
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if status and status != "All":
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filters["onboarding_status"] = status
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return filters
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@frappe.whitelist()
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def get_onboarding_summary():
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return {
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"all": frappe.db.count(DOCTYPE),
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"submitted": frappe.db.count(DOCTYPE, {"onboarding_status": "Submitted"}),
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"under_review": frappe.db.count(DOCTYPE, {"onboarding_status": "Under Review"}),
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"approved": frappe.db.count(DOCTYPE, {"onboarding_status": "Approved"}),
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"completed": frappe.db.count(DOCTYPE, {"onboarding_status": "Completed"}),
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"rejected": frappe.db.count(DOCTYPE, {"onboarding_status": "Rejected"}),
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}
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@frappe.whitelist()
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def get_onboarding_requests(status=None, search=None, limit_start=0, limit_page_length=25):
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filters = _filters({"status": status})
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fields = [
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"name", "organisation_name", "trading_name", "contact_name", "email_id",
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"customer_type", "location", "onboarding_status", "customer_match_result",
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"portal_access_status", "creation", "modified",
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]
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rows = frappe.get_list(
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DOCTYPE,
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filters=filters,
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fields=fields,
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order_by="modified desc",
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limit_start=int(limit_start or 0),
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limit_page_length=min(int(limit_page_length or 25), 100),
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)
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if search:
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term = str(search).lower()
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rows = [
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row for row in rows
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if term in " ".join(str(row.get(key) or "") for key in fields).lower()
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]
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return rows
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@frappe.whitelist()
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def get_onboarding_request(name):
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if not name:
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frappe.throw(_("Request name is required."))
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return frappe.get_doc(DOCTYPE, name).as_dict()
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@frappe.whitelist()
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def create_onboarding_request(data):
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data = frappe.parse_json(data) if isinstance(data, str) else (data or {})
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allowed = {field: data.get(field) for field in FIELDS if field in data}
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allowed.pop("name", None)
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allowed["doctype"] = DOCTYPE
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allowed["onboarding_status"] = "Submitted"
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allowed["customer_match_result"] = "Not Checked"
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allowed["portal_access_status"] = "Not Provisioned"
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if not allowed.get("organisation_name"):
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frappe.throw(_("Organisation name is required."))
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if not allowed.get("contact_name"):
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frappe.throw(_("Contact name is required."))
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if not allowed.get("email_id"):
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frappe.throw(_("Email address is required."))
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doc = frappe.get_doc(allowed)
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doc.insert()
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frappe.db.commit()
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return doc.name
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@frappe.whitelist()
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def update_onboarding_request(name, data):
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data = frappe.parse_json(data) if isinstance(data, str) else (data or {})
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doc = frappe.get_doc(DOCTYPE, name)
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for field in FIELDS:
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if field in data and field not in {"name", "onboarding_status", "customer_match_result", "portal_access_status"}:
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doc.set(field, data[field])
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doc.save()
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frappe.db.commit()
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return doc.as_dict()
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