Westech Admin
108 lines
4.7 KiB
Python
108 lines
4.7 KiB
Python
import frappe
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import csv
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def create_customer_interaction_doctype():
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"""Create Customer Interaction DocType if it doesn't exist"""
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if frappe.db.exists("DocType", "Customer Interaction"):
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print("Customer Interaction DocType already exists")
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return
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doc = frappe.get_doc({
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"doctype": "DocType",
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"module": "Westech R2",
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"name": "Customer Interaction",
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"title_field": "contact_name",
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"autoname": "autoincrement",
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"naming_rule": "Autoincrement",
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"track_changes": 1,
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"track_seen": 1,
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"fields": [
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{"label": "Customer", "fieldname": "customer", "fieldtype": "Link", "options": "Customer", "in_list_view": 1, "reqd": 1, "in_standard_filter": 1},
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{"label": "Customer Number", "fieldname": "customer_number", "fieldtype": "Data", "in_list_view": 1, "in_standard_filter": 1},
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{"label": "Contact Name", "fieldname": "contact_name", "fieldtype": "Data", "in_list_view": 1},
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{"label": "Phone 1", "fieldname": "phone_1", "fieldtype": "Data"},
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{"label": "Phone 2", "fieldname": "phone_2", "fieldtype": "Data"},
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{"label": "Email 1", "fieldname": "email_1", "fieldtype": "Data"},
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{"label": "Email 2", "fieldname": "email_2", "fieldtype": "Data"},
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{"label": "Address", "fieldname": "address", "fieldtype": "Text"},
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{"label": "City", "fieldname": "city", "fieldtype": "Data"},
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{"label": "Zip", "fieldname": "zip", "fieldtype": "Data"},
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{"label": "Hours", "fieldname": "hours", "fieldtype": "Data"},
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{"label": "Notes", "fieldname": "notes", "fieldtype": "Text"},
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{"label": "Red R2", "fieldname": "red_r2", "fieldtype": "Data", "in_standard_filter": 1},
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{"label": "DNC", "fieldname": "dnc", "fieldtype": "Check"},
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{"label": "Raw Name", "fieldname": "raw_name", "fieldtype": "Text"},
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{"label": "Raw Phone 1", "fieldname": "raw_phone1", "fieldtype": "Data"},
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{"label": "Raw Phone 2", "fieldname": "raw_phone2", "fieldtype": "Data"},
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{"label": "Raw Email", "fieldname": "raw_email", "fieldtype": "Data"},
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]
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})
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doc.insert()
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frappe.db.commit()
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print(f"Created Customer Interaction DocType")
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def import_contacts(csv_path):
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"""Import contacts from CSV file"""
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count = 0
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errors = 0
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with open(csv_path, 'r', encoding='utf-8') as f:
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reader = csv.DictReader(f)
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for row in reader:
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try:
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# Find customer by customer_number
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customer = frappe.db.get_value("Customer", {"customer_number": row['customer_number']}, "name")
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if not customer:
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# Customer doesn't exist yet, skip or create placeholder
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errors += 1
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continue
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interaction = frappe.get_doc({
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"doctype": "Customer Interaction",
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"customer": customer,
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"customer_number": row['customer_number'],
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"contact_name": row.get('contact_name', ''),
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"phone_1": row.get('phone_1', ''),
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"phone_2": row.get('phone_2', ''),
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"email_1": row.get('email_1', ''),
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"email_2": row.get('email_2', ''),
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"address": row.get('address', ''),
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"city": row.get('city', ''),
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"zip": row.get('zip', ''),
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"hours": row.get('hours', ''),
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"notes": row.get('notes', ''),
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"red_r2": row.get('red_r2', ''),
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"dnc": 1 if row.get('dnc', '').strip() else 0,
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"raw_name": row.get('raw_name', ''),
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"raw_phone1": row.get('raw_phone1', ''),
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"raw_phone2": row.get('raw_phone2', ''),
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"raw_email": row.get('raw_email', '')
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})
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interaction.insert()
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count += 1
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if count % 500 == 0:
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frappe.db.commit()
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print(f"Imported {count} interactions...")
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except Exception as e:
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errors += 1
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if errors < 10:
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print(f"Error importing row {count}: {e}")
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frappe.db.commit()
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print(f"Import complete: {count} interactions imported, {errors} errors")
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if __name__ == "__main__":
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frappe.init(site="erpnext.local")
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frappe.connect()
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try:
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create_customer_interaction_doctype()
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import_contacts("/home/frappe/erpnext-bench/apps/westech_r2/westech_r2/crm_contacts_clean.csv")
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finally:
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frappe.destroy()
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