snapshot of https://github.com/frappe/crm.git (develop, 2026-09-18; blobs > 131072B omitted)

crm/integrations/erpnext/utils.py

@@ -0,0 +1,120 @@
+import frappe
+from frappe import _
+from frappe.model.rename_doc import rename_doc
+
+CASCADE_FLAG = "crm_product_item_cascade_in_progress"
+ALLOWED_DOCTYPES = ("CRM Product", "Item")
+
+
+def should_sync() -> bool:
+	"""ERPNext Item to CRM Product sync runs when same-site integration is enabled."""
+	if "erpnext" not in frappe.get_installed_apps():
+		return False
+	settings = frappe.get_cached_doc("ERPNext CRM Settings")
+	return bool(settings.enabled) and not settings.is_erpnext_in_different_site
+
+
+def should_push_to_erpnext() -> bool:
+	"""CRM Product to ERPNext Item sync is optional until CRM supports ERPNext tax details."""
+	if not should_sync():
+		return False
+	settings = frappe.get_cached_doc("ERPNext CRM Settings")
+	return bool(settings.sync_products)
+
+
+def in_cascade() -> bool:
+	return bool(frappe.flags.get(CASCADE_FLAG))
+
+
+def set_links(item_code: str, crm_product_name: str) -> None:
+	"""Permission-bypassing link bookkeeping. Mirrors HD's set_links."""
+	frappe.db.set_value(
+		"CRM Product", crm_product_name, "erpnext_item_code", item_code, update_modified=False
+	)
+	frappe.db.set_value("Item", item_code, "crm_product_code", crm_product_name, update_modified=False)
+
+
+def _other_side(self_doctype: str) -> tuple[str, str]:
+	if self_doctype == "CRM Product":
+		return "Item", "crm_product_code"
+	return "CRM Product", "erpnext_item_code"
+
+
+def find_target_for(doctype: str | None, value: str | None) -> tuple[str, str] | None:
+	if not doctype or not value:
+		return None
+	if doctype == "CRM Product":
+		item = frappe.db.get_value("Item", {"crm_product_code": value}, "name")
+		return ("Item", item) if item else None
+	if doctype == "Item":
+		prod = frappe.db.get_value("CRM Product", {"erpnext_item_code": value}, "name")
+		return ("CRM Product", prod) if prod else None
+	return None
+
+
+def validate_rename_conflict(self_doctype, olddn, newdn, merge):
+	if in_cascade() or not _should_sync_direction(self_doctype):
+		return
+	other_doctype, other_link_field = _other_side(self_doctype)
+	linked = frappe.db.get_value(other_doctype, {other_link_field: olddn}, "name")
+	if not linked:
+		return
+	if merge:
+		surviving = frappe.db.get_value(other_doctype, {other_link_field: newdn}, "name")
+		if surviving:
+			return
+	if linked == newdn:
+		return
+	if frappe.db.exists(other_doctype, newdn):
+		existing_link = frappe.db.get_value(other_doctype, newdn, other_link_field)
+		if existing_link != olddn:
+			frappe.throw(
+				_(
+					"Cannot rename: an unrelated {0} '{1}' already exists on the "
+					"other side. Resolve manually first."
+				).format(other_doctype, newdn)
+			)
+
+
+def cascade_rename(self_doctype, olddn, newdn, merge):
+	if in_cascade() or not _should_sync_direction(self_doctype):
+		return
+	other_doctype, other_link_field = _other_side(self_doctype)
+	linked = frappe.db.get_value(other_doctype, {other_link_field: olddn}, "name")
+	if not linked:
+		return
+	frappe.flags[CASCADE_FLAG] = True
+	try:
+		if merge:
+			surviving = frappe.db.get_value(other_doctype, {other_link_field: newdn}, "name")
+			if surviving and surviving != linked:
+				rename_doc(other_doctype, linked, surviving, merge=True, ignore_permissions=True)
+				target = surviving
+			else:
+				if linked != newdn:
+					rename_doc(other_doctype, linked, newdn, ignore_permissions=True)
+				target = newdn
+		else:
+			if linked != newdn:
+				rename_doc(other_doctype, linked, newdn, ignore_permissions=True)
+			target = newdn
+		_resync_links(self_doctype, newdn, target)
+	finally:
+		frappe.flags[CASCADE_FLAG] = False
+
+
+def _resync_links(self_doctype, self_name, other_name):
+	if self_doctype == "CRM Product":
+		prod, item = self_name, other_name
+	else:
+		prod, item = other_name, self_name
+	if frappe.db.exists("CRM Product", prod):
+		frappe.db.set_value("CRM Product", prod, "erpnext_item_code", item, update_modified=False)
+	if frappe.db.exists("Item", item):
+		frappe.db.set_value("Item", item, "crm_product_code", prod, update_modified=False)
+
+
+def _should_sync_direction(self_doctype):
+	if self_doctype == "CRM Product":
+		return should_push_to_erpnext()
+	return should_sync()