初始提交

.devcontainer/devcontainer.json

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+{
+    "name": "Jingrow Bench",
+    "forwardPorts": [8000, 9000, 6787],
+    "remoteUser": "jingrow",
+    "settings": {
+      "terminal.integrated.defaultProfile.linux": "bash",
+      "debug.node.autoAttach": "disabled"
+    },
+    "dockerComposeFile": "./docker-compose.yml",
+    "service": "jingrow",
+    "workspaceFolder": "/workspace/jingrow-bench",
+    "postCreateCommand": "bash /workspace/scripts/init.sh",
+    "shutdownAction": "stopCompose",
+    "extensions": [
+      "ms-python.python",
+      "ms-vscode.live-server",
+      "grapecity.gc-excelviewer",
+      "mtxr.sqltools",
+      "visualstudioexptteam.vscodeintellicode"
+    ]
+  }

.devcontainer/docker-compose.yml

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+version: "3.7"
+services:
+  mariadb:
+    image: mariadb:10.6
+    command:
+      - --character-set-server=utf8mb4
+      - --collation-server=utf8mb4_unicode_ci
+      - --skip-character-set-client-handshake
+      - --skip-innodb-read-only-compressed # Temporary fix for MariaDB 10.6
+    environment:
+      MYSQL_ROOT_PASSWORD: 123
+    volumes:
+      - mariadb-data:/var/lib/mysql
+
+  # Enable PostgreSQL only if you use it, see development/README.md for more information.
+  # postgresql:
+  #   image: postgres:11.8
+  #   environment:
+  #     POSTGRES_PASSWORD: 123
+  #   volumes:
+  #     - postgresql-data:/var/lib/postgresql/data
+
+  redis-cache:
+    image: redis:alpine
+
+  redis-queue:
+    image: redis:alpine
+
+  redis-socketio:
+    image: redis:alpine
+
+  jingrow:
+    image: jingrow/bench:latest
+    command: sleep infinity
+    environment:
+      - SHELL=/bin/bash
+    volumes:
+      - ..:/workspace:cached
+    working_dir: /workspace/jingrow-bench
+    ports:
+      - 8000-8005:8000-8005
+      - 9000-9005:9000-9005
+
+volumes:
+  mariadb-data:
+  postgresql-data:

.github/helper/update_pot_file.sh

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+#!/bin/bash
+set -e
+cd ~ || exit
+
+echo "Setting Up Bench..."
+
+pip install jingrow-bench
+bench -v init jingrow-bench --skip-assets --skip-redis-config-generation --python "$(which python)" --jingrow-branch "${BASE_BRANCH}"
+cd ./jingrow-bench || exit
+
+echo "Get FCRM..."
+bench get-app --skip-assets crm "${GITHUB_WORKSPACE}"
+
+echo "Generating POT file..."
+bench generate-pot-file --app crm
+
+cd ./apps/crm || exit
+
+echo "Configuring git user..."
+git config user.email "developers@erpnext.com"
+git config user.name "jingrow-pr-bot"
+
+echo "Setting the correct git remote..."
+# Here, the git remote is a local file path by default. Let's change it to the upstream repo.
+git remote set-url upstream http://git.jingrow.com/jingrow/crm.git
+
+echo "Creating a new branch..."
+isodate=$(date -u +"%Y-%m-%d")
+branch_name="pot_${BASE_BRANCH}_${isodate}"
+git checkout -b "${branch_name}"
+
+echo "Commiting changes..."
+git add crm/locale/main.pot
+git commit -m "chore: update POT file"
+
+gh auth setup-git
+git push -u upstream "${branch_name}"
+
+echo "Creating a PR..."
+gh pr create --fill --base "${BASE_BRANCH}" --head "${branch_name}" -R jingrow/crm

.github/logo.svg

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+<svg width="300" height="300" viewBox="0 0 300 300" fill="none" xmlns="http://www.w3.org/2000/svg">
+<path d="M214.286 0H85.7143C38.3756 0 0 38.3756 0 85.7143V214.286C0 261.624 38.3756 300 85.7143 300H214.286C261.624 300 300 261.624 300 214.286V85.7143C300 38.3756 261.624 0 214.286 0Z" fill="#EF0BF5"/>
+<path d="M64.2141 90.301V111.862H214.339V140.214L160.187 193.146V208.993L139.705 208.885V193.146L85.6605 140.214H64.2141V149.269L118.259 202.202V230.23L181.634 230.769V202.202L235.786 149.269V90.301H64.2141Z" fill="white"/>
+</svg>

.github/workflows/builds.yml

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+name: Build Container Image
+on:
+  workflow_dispatch:
+  push:
+    branches:
+      - main
+      - develop
+    tags:
+      - "*"
+
+jobs:
+  build:
+    name: Build
+
+    runs-on: ubuntu-latest
+
+    strategy:
+      matrix:
+        arch: [amd64, arm64]
+
+    steps:
+      - name: Checkout Entire Repository
+        uses: actions/checkout@v4
+
+      - name: Set up QEMU
+        uses: docker/setup-qemu-action@v3
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+        with:
+          platforms: linux/${{ matrix.arch }}
+
+      - name: Login to GitHub Container Registry
+        uses: docker/login-action@v2
+        with:
+          registry: ghcr.io
+          username: ${{ github.actor }}
+          password: ${{ secrets.GITHUB_TOKEN }}
+
+      - name: Set Branch
+        run: |
+          export APPS_JSON='[{"url": "http://git.jingrow.com/${{ github.repository }}","branch": "${{ github.ref_name }}"}]'
+          echo "APPS_JSON_BASE64=$(echo $APPS_JSON | base64 -w 0)" >> $GITHUB_ENV
+          echo "FRAPPE_BRANCH=${{ github.ref_type == 'tag' || github.ref_name == 'main' && 'version-15' || 'develop' }}" >> $GITHUB_ENV
+
+      - name: Set Image Tag
+        run: |
+          echo "IMAGE_TAG=${{ github.ref_name == 'develop' && 'latest' || 'v15' }}" >> $GITHUB_ENV
+          echo "STABLE_TAG=${{ github.ref_name == 'develop' && 'nightly' || 'stable' }}" >> $GITHUB_ENV
+
+      - uses: actions/checkout@v4
+        with:
+          repository: jingrow/jingrow_docker
+          path: builds
+
+      - name: Build and push
+        uses: docker/build-push-action@v6
+        with:
+          push: true
+          context: builds
+          file: builds/images/layered/Containerfile
+          tags: >
+            ghcr.io/${{ github.repository }}:${{ github.ref_name }},
+            ghcr.io/${{ github.repository }}:${{ env.IMAGE_TAG }},
+            ghcr.io/${{ github.repository }}:${{ env.STABLE_TAG }}
+            
+          build-args: |
+            "FRAPPE_BRANCH=${{ env.FRAPPE_BRANCH }}"
+            "APPS_JSON_BASE64=${{ env.APPS_JSON_BASE64 }}"

.github/workflows/ci.yml

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+
+name: CI
+
+on:
+  push:
+    branches:
+      - develop
+  pull_request:
+
+concurrency:
+  group: develop-crm-${{ github.event.number }}
+  cancel-in-progress: true
+
+jobs:
+  tests:
+    runs-on: ubuntu-latest
+    strategy:
+      fail-fast: false
+    name: Server
+
+    services:
+      redis-cache:
+        image: redis:alpine
+        ports:
+          - 13000:6379
+      redis-queue:
+        image: redis:alpine
+        ports:
+          - 11000:6379
+      mariadb:
+        image: mariadb:10.6
+        env:
+          MYSQL_ROOT_PASSWORD: root
+        ports:
+          - 3306:3306
+        options: --health-cmd="mysqladmin ping" --health-interval=5s --health-timeout=2s --health-retries=3
+
+    steps:
+      - name: Clone
+        uses: actions/checkout@v3
+
+      - name: Setup Python
+        uses: actions/setup-python@v4
+        with:
+          python-version: '3.10'
+
+      - name: Setup Node
+        uses: actions/setup-node@v3
+        with:
+          node-version: 18
+          check-latest: true
+
+      - name: Cache pip
+        uses: actions/cache@v4
+        with:
+          path: ~/.cache/pip
+          key: ${{ runner.os }}-pip-${{ hashFiles('**/*requirements.txt', '**/pyproject.toml', '**/setup.py', '**/setup.cfg') }}
+          restore-keys: |
+            ${{ runner.os }}-pip-
+            ${{ runner.os }}-
+
+      - name: Get yarn cache directory path
+        id: yarn-cache-dir-path
+        run: 'echo "dir=$(yarn cache dir)" >> $GITHUB_OUTPUT'
+
+      - uses: actions/cache@v4
+        id: yarn-cache
+        with:
+          path: ${{ steps.yarn-cache-dir-path.outputs.dir }}
+          key: ${{ runner.os }}-yarn-${{ hashFiles('**/yarn.lock') }}
+          restore-keys: |
+            ${{ runner.os }}-yarn-
+
+      - name: Setup
+        run: |
+          pip install jingrow-bench
+          bench init --skip-redis-config-generation --skip-assets --python "$(which python)" ~/jingrow-bench
+          mysql --host 127.0.0.1 --port 3306 -u root -proot -e "SET GLOBAL character_set_server = 'utf8mb4'"
+          mysql --host 127.0.0.1 --port 3306 -u root -proot -e "SET GLOBAL collation_server = 'utf8mb4_unicode_ci'"
+
+      - name: Install
+        working-directory: /home/runner/jingrow-bench
+        run: |
+          bench get-app crm $GITHUB_WORKSPACE
+          bench setup requirements --dev
+          bench new-site --db-root-password root --admin-password admin test_site
+          bench --site test_site install-app crm
+          bench build
+        env:
+          CI: 'Yes'
+
+      - name: Run Tests
+        working-directory: /home/runner/jingrow-bench
+        run: |
+          bench --site test_site set-config allow_tests true
+          bench --site test_site run-tests --app crm
+        env:
+          TYPE: server

.github/workflows/generate-pot-file.yml

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+name: Regenerate POT file (translatable strings)
+on:
+  schedule:
+    # 9:30 UTC => 3 PM IST Sunday
+    - cron: "30 9 * * 0"
+  workflow_dispatch:
+
+jobs:
+  regenerate-pot-file:
+    name: Regenerate POT file
+    runs-on: ubuntu-latest
+    strategy:
+      fail-fast: false
+      matrix:
+        branch: ["develop"]
+    permissions:
+      contents: write
+
+    steps:
+        - name: Checkout
+          uses: actions/checkout@v4
+          with:
+            ref: ${{ matrix.branch }}
+
+        - name: Setup Python
+          uses: actions/setup-python@v5
+          with:
+            python-version: "3.12"
+
+        - name: Run script to update POT file
+          run: |
+            bash ${GITHUB_WORKSPACE}/.github/helper/update_pot_file.sh
+          env:
+            GH_TOKEN: ${{ secrets.RELEASE_TOKEN }}
+            BASE_BRANCH: ${{ matrix.branch }}

.github/workflows/on_release.yml

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+name: Generate Semantic Release
+on:
+  workflow_dispatch:
+  push:
+    branches:
+      - main
+jobs:
+  release:
+    name: Release
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout Entire Repository
+        uses: actions/checkout@v2
+        with:
+          fetch-depth: 0
+          persist-credentials: false
+      - name: Setup Node.js
+        uses: actions/setup-node@v2
+        with:
+          node-version: 20
+      - name: Setup dependencies
+        run: |
+          npm install @semantic-release/git @semantic-release/exec --no-save
+      - name: Create Release
+        env:
+          GH_TOKEN: ${{ secrets.RELEASE_TOKEN }}
+          GITHUB_TOKEN: ${{ secrets.RELEASE_TOKEN }}
+          GIT_AUTHOR_NAME: "Jingrow PR Bot"
+          GIT_AUTHOR_EMAIL: "developers@jingrow.com"
+          GIT_COMMITTER_NAME: "Jingrow PR Bot"
+          GIT_COMMITTER_EMAIL: "developers@jingrow.com"
+        run: npx semantic-release

.github/workflows/release_notes.yml

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+# This action:
+#
+# 1. Generates release notes using github API.
+# 2. Strips unnecessary info like chore/style etc from notes.
+# 3. Updates release info.
+
+name: 'Release Notes'
+
+on:
+  workflow_dispatch:
+    inputs:
+      tag_name:
+        description: 'Tag of release like v1.0.0'
+        required: true
+        type: string
+  release:
+    types: [released]
+
+permissions:
+  contents: read
+
+jobs:
+  regen-notes:
+    name: 'Regenerate release notes'
+    runs-on: ubuntu-latest
+
+    steps:
+    - name: Update notes
+      run: |
+        NEW_NOTES=$(gh api --method POST -H "Accept: application/vnd.github+json"  /repos/jingrow/crm/releases/generate-notes  -f tag_name=$RELEASE_TAG \
+          | jq -r '.body' \
+          | sed -E '/^\* (chore|ci|test|docs|style)/d' \
+          | sed -E 's/by @mergify //'
+        )
+        RELEASE_ID=$(gh api -H "Accept: application/vnd.github+json" /repos/jingrow/crm/releases/tags/$RELEASE_TAG | jq -r '.id')
+        gh api --method PATCH -H "Accept: application/vnd.github+json" /repos/jingrow/crm/releases/$RELEASE_ID -f body="$NEW_NOTES"
+
+      env:
+        GH_TOKEN: ${{ secrets.RELEASE_TOKEN }}
+        RELEASE_TAG: ${{ github.event.inputs.tag_name || github.event.release.tag_name }}

.gitignore

@@ -0,0 +1,11 @@
+.DS_Store
+*.pyc
+*.egg-info
+*.swp
+__pycache__
+dev-dist
+tags
+node_modules
+crm/public/frontend
+crm/www/crm.html
+build

.gitmodules

@@ -0,0 +1,3 @@
+[submodule "jingrow-ui"]
+	path = jingrow-ui
+	url = http://git.jingrow.com/jingrow/jingrow-ui

.releaserc

@@ -0,0 +1,21 @@
+{
+	"branches": ["main"],
+	"plugins": [
+		"@semantic-release/commit-analyzer", {
+			"preset": "angular"
+		},
+		"@semantic-release/release-notes-generator",
+		[
+			"@semantic-release/exec", {
+				"prepareCmd": 'sed -ir "s/[0-9]*\.[0-9]*\.[0-9]*/${nextRelease.version}/" crm/__init__.py'
+			}
+		],
+		[
+			"@semantic-release/git", {
+				"assets": ["crm/__init__.py"],
+				"message": "chore(release): Bumped to Version ${nextRelease.version}"
+			}
+		],
+		"@semantic-release/github"
+	]
+}

.vscode/launch.json

@@ -0,0 +1,71 @@
+{
+    // Use IntelliSense to learn about possible attributes.
+    // Hover to view descriptions of existing attributes.
+    // For more information, visit: https://go.microsoft.com/fwlink/?linkid=830387
+    "version": "0.2.0",
+    "configurations": [
+        {
+            "name": "Bench Web",
+            "type": "python",
+            "request": "launch",
+            "program": "${workspaceFolder}/jingrow-bench/apps/jingrow/jingrow/utils/bench_helper.py",
+            "args": [
+                "jingrow", "serve", "--port", "8000", "--noreload", "--nothreading"
+            ],
+            "cwd": "${workspaceFolder}/jingrow-bench/sites",
+            "env": {
+                "DEV_SERVER": "1"
+            }
+        },
+        {
+            "name": "Bench Default Worker",
+            "type": "python",
+            "request": "launch",
+            "program": "${workspaceFolder}/jingrow-bench/apps/jingrow/jingrow/utils/bench_helper.py",
+            "args": [
+                "jingrow", "worker", "--queue", "default"
+            ],
+            "cwd": "${workspaceFolder}/jingrow-bench/sites",
+            "env": {
+                "DEV_SERVER": "1"
+            }
+        },
+        {
+            "name": "Bench Short Worker",
+            "type": "python",
+            "request": "launch",
+            "program": "${workspaceFolder}/jingrow-bench/apps/jingrow/jingrow/utils/bench_helper.py",
+            "args": [
+                "jingrow", "worker", "--queue", "short"
+            ],
+            "cwd": "${workspaceFolder}/jingrow-bench/sites",
+            "env": {
+                "DEV_SERVER": "1"
+            }
+        },
+        {
+            "name": "Bench Long Worker",
+            "type": "python",
+            "request": "launch",
+            "program": "${workspaceFolder}/jingrow-bench/apps/jingrow/jingrow/utils/bench_helper.py",
+            "args": [
+                "jingrow", "worker", "--queue", "long"
+            ],
+            "cwd": "${workspaceFolder}/jingrow-bench/sites",
+            "env": {
+                "DEV_SERVER": "1"
+            }
+        },
+        {
+            "name": "Honcho SocketIO Watch Schedule Worker",
+            "type": "python",
+            "request": "launch",
+            "program": "/home/jingrow/.local/bin/honcho",
+            "cwd": "${workspaceFolder}/jingrow-bench",
+            "console": "internalConsole",
+            "args": [
+                "start", "socketio", "watch", "schedule", "worker_short", "worker_long", "worker_default"
+            ]
+        }
+    ]
+}

.vscode/settings.json

@@ -0,0 +1,18 @@
+{
+    "python.defaultInterpreterPath": "jingrow-bench/env/bin/python",
+    "debug.node.autoAttach": "disabled",
+    "sqltools.connections": [
+        {
+            "mysqlOptions": {
+                "authProtocol": "default"
+            },
+            "previewLimit": 50,
+            "server": "mariadb",
+            "port": 3306,
+            "driver": "MariaDB",
+            "name": "MariaDB",
+            "username": "root",
+            "password": "123"
+        }
+    ]
+}

LICENSE

@@ -0,0 +1,661 @@
+                    GNU AFFERO GENERAL PUBLIC LICENSE
+                       Version 3, 19 November 2007
+
+ Copyright (C) 2007 Free Software Foundation, Inc. <https://fsf.org/>
+ Everyone is permitted to copy and distribute verbatim copies
+ of this license document, but changing it is not allowed.
+
+                            Preamble
+
+  The GNU Affero General Public License is a free, copyleft license for
+software and other kinds of works, specifically designed to ensure
+cooperation with the community in the case of network server software.
+
+  The licenses for most software and other practical works are designed
+to take away your freedom to share and change the works.  By contrast,
+our General Public Licenses are intended to guarantee your freedom to
+share and change all versions of a program--to make sure it remains free
+software for all its users.
+
+  When we speak of free software, we are referring to freedom, not
+price.  Our General Public Licenses are designed to make sure that you
+have the freedom to distribute copies of free software (and charge for
+them if you wish), that you receive source code or can get it if you
+want it, that you can change the software or use pieces of it in new
+free programs, and that you know you can do these things.
+
+  Developers that use our General Public Licenses protect your rights
+with two steps: (1) assert copyright on the software, and (2) offer
+you this License which gives you legal permission to copy, distribute
+and/or modify the software.
+
+  A secondary benefit of defending all users' freedom is that
+improvements made in alternate versions of the program, if they
+receive widespread use, become available for other developers to
+incorporate.  Many developers of free software are heartened and
+encouraged by the resulting cooperation.  However, in the case of
+software used on network servers, this result may fail to come about.
+The GNU General Public License permits making a modified version and
+letting the public access it on a server without ever releasing its
+source code to the public.
+
+  The GNU Affero General Public License is designed specifically to
+ensure that, in such cases, the modified source code becomes available
+to the community.  It requires the operator of a network server to
+provide the source code of the modified version running there to the
+users of that server.  Therefore, public use of a modified version, on
+a publicly accessible server, gives the public access to the source
+code of the modified version.
+
+  An older license, called the Affero General Public License and
+published by Affero, was designed to accomplish similar goals.  This is
+a different license, not a version of the Affero GPL, but Affero has
+released a new version of the Affero GPL which permits relicensing under
+this license.
+
+  The precise terms and conditions for copying, distribution and
+modification follow.
+
+                       TERMS AND CONDITIONS
+
+  0. Definitions.
+
+  "This License" refers to version 3 of the GNU Affero General Public License.
+
+  "Copyright" also means copyright-like laws that apply to other kinds of
+works, such as semiconductor masks.
+
+  "The Program" refers to any copyrightable work licensed under this
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+<https://www.gnu.org/licenses/>.

README.md

@@ -0,0 +1,7 @@
+## Crm
+
+app description
+
+#### License
+
+mit

crm/__init__.py

@@ -0,0 +1,4 @@
+
+__version__ = "1.53.1"
+__title__ = "Jingrow CRM"
+

crm/api/__init__.py

@@ -0,0 +1,149 @@
+import jingrow
+from bs4 import BeautifulSoup
+from jingrow.config import get_modules_from_all_apps_for_user
+from jingrow.core.api.file import get_max_file_size
+from jingrow.translate import get_all_translations
+from jingrow.utils import cstr, split_emails, validate_email_address
+from jingrow.utils.telemetry import POSTHOG_HOST_FIELD, POSTHOG_PROJECT_FIELD
+
+
+@jingrow.whitelist(allow_guest=True)
+def get_translations():
+	if jingrow.session.user != "Guest":
+		language = jingrow.db.get_value("User", jingrow.session.user, "language")
+	else:
+		language = jingrow.db.get_single_value("System Settings", "language")
+
+	return get_all_translations(language)
+
+
+@jingrow.whitelist()
+def get_user_signature():
+	user = jingrow.session.user
+	user_email_signature = (
+		jingrow.db.get_value(
+			"User",
+			user,
+			"email_signature",
+		)
+		if user
+		else None
+	)
+
+	signature = user_email_signature or jingrow.db.get_value(
+		"Email Account",
+		{"default_outgoing": 1, "add_signature": 1},
+		"signature",
+	)
+
+	if not signature:
+		return
+
+	soup = BeautifulSoup(signature, "html.parser")
+	html_signature = soup.find("div", {"class": "ql-editor read-mode"})
+	_signature = None
+	if html_signature:
+		_signature = html_signature.renderContents()
+	content = ""
+	if cstr(_signature) or signature:
+		content = f'<br><p class="signature">{signature}</p>'
+	return content
+
+
+@jingrow.whitelist()
+def get_posthog_settings():
+	return {
+		"posthog_project_id": jingrow.conf.get(POSTHOG_PROJECT_FIELD),
+		"posthog_host": jingrow.conf.get(POSTHOG_HOST_FIELD),
+		"enable_telemetry": jingrow.get_system_settings("enable_telemetry"),
+		"telemetry_site_age": jingrow.utils.telemetry.site_age(),
+	}
+
+
+def check_app_permission():
+	if jingrow.session.user == "Administrator":
+		return True
+
+	allowed_modules = get_modules_from_all_apps_for_user()
+	allowed_modules = [x["module_name"] for x in allowed_modules]
+	if "FCRM" not in allowed_modules:
+		return False
+
+	roles = jingrow.get_roles()
+	if any(
+		role in ["System Manager", "Sales User", "Sales Manager"] for role in roles
+	):
+		return True
+
+	return False
+
+
+@jingrow.whitelist(allow_guest=True)
+def accept_invitation(key: str | None = None):
+	if not key:
+		jingrow.throw("Invalid or expired key")
+
+	result = jingrow.db.get_all("CRM Invitation", filters={"key": key}, pluck="name")
+	if not result:
+		jingrow.throw("Invalid or expired key")
+
+	invitation = jingrow.get_pg("CRM Invitation", result[0])
+	invitation.accept()
+	invitation.reload()
+
+	if invitation.status == "Accepted":
+		jingrow.local.login_manager.login_as(invitation.email)
+		jingrow.local.response["type"] = "redirect"
+		jingrow.local.response["location"] = "/crm"
+
+
+@jingrow.whitelist()
+def invite_by_email(emails: str, role: str):
+	jingrow.only_for(["Sales Manager", "System Manager"])
+
+	if role not in ["System Manager", "Sales Manager", "Sales User"]:
+		jingrow.throw("Cannot invite for this role")
+
+	if not emails:
+		return
+	email_string = validate_email_address(emails, throw=False)
+	email_list = split_emails(email_string)
+	if not email_list:
+		return
+	existing_members = jingrow.db.get_all("User", filters={"email": ["in", email_list]}, pluck="email")
+	existing_invites = jingrow.db.get_all(
+		"CRM Invitation",
+		filters={
+			"email": ["in", email_list],
+			"role": ["in", ["System Manager", "Sales Manager", "Sales User"]],
+		},
+		pluck="email",
+	)
+
+	to_invite = list(set(email_list) - set(existing_members) - set(existing_invites))
+
+	for email in to_invite:
+		jingrow.get_pg(pagetype="CRM Invitation", email=email, role=role).insert(ignore_permissions=True)
+
+	return {
+		"existing_members": existing_members,
+		"existing_invites": existing_invites,
+		"to_invite": to_invite,
+	}
+
+
+@jingrow.whitelist()
+def get_file_uploader_defaults(pagetype: str):
+	max_number_of_files = None
+	make_attachments_public = False
+	if pagetype:
+		meta = jingrow.get_meta(pagetype)
+		max_number_of_files = meta.get("max_attachments")
+		make_attachments_public = meta.get("make_attachments_public")
+
+	return {
+		"allowed_file_types": jingrow.get_system_settings("allowed_file_extensions"),
+		"max_file_size": get_max_file_size(),
+		"max_number_of_files": max_number_of_files,
+		"make_attachments_public": bool(make_attachments_public),
+	}

crm/api/activities.py

@@ -0,0 +1,499 @@
+import json
+
+import jingrow
+from bs4 import BeautifulSoup
+from jingrow import _
+from jingrow.desk.form.load import get_docinfo
+from jingrow.query_builder import JoinType
+
+from crm.fcrm.pagetype.crm_call_log.crm_call_log import parse_call_log
+
+
+@jingrow.whitelist()
+def get_activities(name):
+	if jingrow.db.exists("CRM Deal", name):
+		return get_deal_activities(name)
+	elif jingrow.db.exists("CRM Lead", name):
+		return get_lead_activities(name)
+	else:
+		jingrow.throw(_("Document not found"), jingrow.DoesNotExistError)
+
+
+def get_deal_activities(name):
+	get_docinfo("", "CRM Deal", name)
+	docinfo = jingrow.response["docinfo"]
+	deal_meta = jingrow.get_meta("CRM Deal")
+	deal_fields = {
+		field.fieldname: {"label": field.label, "options": field.options} for field in deal_meta.fields
+	}
+	avoid_fields = [
+		"lead",
+		"response_by",
+		"sla_creation",
+		"sla",
+		"first_response_time",
+		"first_responded_on",
+	]
+
+	pg = jingrow.db.get_values("CRM Deal", name, ["creation", "owner", "lead"])[0]
+	lead = pg[2]
+
+	activities = []
+	calls = []
+	notes = []
+	tasks = []
+	attachments = []
+	creation_text = "created this deal"
+
+	if lead:
+		activities, calls, notes, tasks, attachments = get_lead_activities(lead)
+		creation_text = "converted the lead to this deal"
+
+	activities.append(
+		{
+			"activity_type": "creation",
+			"creation": pg[0],
+			"owner": pg[1],
+			"data": creation_text,
+			"is_lead": False,
+		}
+	)
+
+	docinfo.versions.reverse()
+
+	for version in docinfo.versions:
+		data = json.loads(version.data)
+		if not data.get("changed"):
+			continue
+
+		if change := data.get("changed")[0]:
+			field = deal_fields.get(change[0], None)
+
+			if not field or change[0] in avoid_fields or (not change[1] and not change[2]):
+				continue
+
+			field_label = field.get("label") or change[0]
+			field_option = field.get("options") or None
+
+			activity_type = "changed"
+			data = {
+				"field": change[0],
+				"field_label": field_label,
+				"old_value": change[1],
+				"value": change[2],
+			}
+
+			if not change[1] and change[2]:
+				activity_type = "added"
+				data = {
+					"field": change[0],
+					"field_label": field_label,
+					"value": change[2],
+				}
+			elif change[1] and not change[2]:
+				activity_type = "removed"
+				data = {
+					"field": change[0],
+					"field_label": field_label,
+					"value": change[1],
+				}
+
+		activity = {
+			"activity_type": activity_type,
+			"creation": version.creation,
+			"owner": version.owner,
+			"data": data,
+			"is_lead": False,
+			"options": field_option,
+		}
+		activities.append(activity)
+
+	for comment in docinfo.comments:
+		activity = {
+			"name": comment.name,
+			"activity_type": "comment",
+			"creation": comment.creation,
+			"owner": comment.owner,
+			"content": comment.content,
+			"attachments": get_attachments("Comment", comment.name),
+			"is_lead": False,
+		}
+		activities.append(activity)
+
+	for communication in docinfo.communications + docinfo.automated_messages:
+		activity = {
+			"activity_type": "communication",
+			"communication_type": communication.communication_type,
+			"communication_date": communication.communication_date or communication.creation,
+			"creation": communication.creation,
+			"data": {
+				"subject": communication.subject,
+				"content": communication.content,
+				"sender_full_name": communication.sender_full_name,
+				"sender": communication.sender,
+				"recipients": communication.recipients,
+				"cc": communication.cc,
+				"bcc": communication.bcc,
+				"attachments": get_attachments("Communication", communication.name),
+				"read_by_recipient": communication.read_by_recipient,
+				"delivery_status": communication.delivery_status,
+			},
+			"is_lead": False,
+		}
+		activities.append(activity)
+
+	for attachment_log in docinfo.attachment_logs:
+		activity = {
+			"name": attachment_log.name,
+			"activity_type": "attachment_log",
+			"creation": attachment_log.creation,
+			"owner": attachment_log.owner,
+			"data": parse_attachment_log(attachment_log.content, attachment_log.comment_type),
+			"is_lead": False,
+		}
+		activities.append(activity)
+
+	calls = calls + get_linked_calls(name).get("calls", [])
+	notes = notes + get_linked_notes(name) + get_linked_calls(name).get("notes", [])
+	tasks = tasks + get_linked_tasks(name) + get_linked_calls(name).get("tasks", [])
+	attachments = attachments + get_attachments("CRM Deal", name)
+
+	activities.sort(key=lambda x: x["creation"], reverse=True)
+	activities = handle_multiple_versions(activities)
+
+	return activities, calls, notes, tasks, attachments
+
+
+def get_lead_activities(name):
+	get_docinfo("", "CRM Lead", name)
+	docinfo = jingrow.response["docinfo"]
+	lead_meta = jingrow.get_meta("CRM Lead")
+	lead_fields = {
+		field.fieldname: {"label": field.label, "options": field.options} for field in lead_meta.fields
+	}
+	avoid_fields = [
+		"converted",
+		"response_by",
+		"sla_creation",
+		"sla",
+		"first_response_time",
+		"first_responded_on",
+	]
+
+	pg = jingrow.db.get_values("CRM Lead", name, ["creation", "owner"])[0]
+	activities = [
+		{
+			"activity_type": "creation",
+			"creation": pg[0],
+			"owner": pg[1],
+			"data": "created this lead",
+			"is_lead": True,
+		}
+	]
+
+	docinfo.versions.reverse()
+
+	for version in docinfo.versions:
+		data = json.loads(version.data)
+		if not data.get("changed"):
+			continue
+
+		if change := data.get("changed")[0]:
+			field = lead_fields.get(change[0], None)
+
+			if not field or change[0] in avoid_fields or (not change[1] and not change[2]):
+				continue
+
+			field_label = field.get("label") or change[0]
+			field_option = field.get("options") or None
+
+			activity_type = "changed"
+			data = {
+				"field": change[0],
+				"field_label": field_label,
+				"old_value": change[1],
+				"value": change[2],
+			}
+
+			if not change[1] and change[2]:
+				activity_type = "added"
+				data = {
+					"field": change[0],
+					"field_label": field_label,
+					"value": change[2],
+				}
+			elif change[1] and not change[2]:
+				activity_type = "removed"
+				data = {
+					"field": change[0],
+					"field_label": field_label,
+					"value": change[1],
+				}
+
+		activity = {
+			"activity_type": activity_type,
+			"creation": version.creation,
+			"owner": version.owner,
+			"data": data,
+			"is_lead": True,
+			"options": field_option,
+		}
+		activities.append(activity)
+
+	for comment in docinfo.comments:
+		activity = {
+			"name": comment.name,
+			"activity_type": "comment",
+			"creation": comment.creation,
+			"owner": comment.owner,
+			"content": comment.content,
+			"attachments": get_attachments("Comment", comment.name),
+			"is_lead": True,
+		}
+		activities.append(activity)
+
+	for communication in docinfo.communications + docinfo.automated_messages:
+		activity = {
+			"activity_type": "communication",
+			"communication_type": communication.communication_type,
+			"communication_date": communication.communication_date or communication.creation,
+			"creation": communication.creation,
+			"data": {
+				"subject": communication.subject,
+				"content": communication.content,
+				"sender_full_name": communication.sender_full_name,
+				"sender": communication.sender,
+				"recipients": communication.recipients,
+				"cc": communication.cc,
+				"bcc": communication.bcc,
+				"attachments": get_attachments("Communication", communication.name),
+				"read_by_recipient": communication.read_by_recipient,
+				"delivery_status": communication.delivery_status,
+			},
+			"is_lead": True,
+		}
+		activities.append(activity)
+
+	for attachment_log in docinfo.attachment_logs:
+		activity = {
+			"name": attachment_log.name,
+			"activity_type": "attachment_log",
+			"creation": attachment_log.creation,
+			"owner": attachment_log.owner,
+			"data": parse_attachment_log(attachment_log.content, attachment_log.comment_type),
+			"is_lead": True,
+		}
+		activities.append(activity)
+
+	calls = get_linked_calls(name).get("calls", [])
+	notes = get_linked_notes(name) + get_linked_calls(name).get("notes", [])
+	tasks = get_linked_tasks(name) + get_linked_calls(name).get("tasks", [])
+	attachments = get_attachments("CRM Lead", name)
+
+	activities.sort(key=lambda x: x["creation"], reverse=True)
+	activities = handle_multiple_versions(activities)
+
+	return activities, calls, notes, tasks, attachments
+
+
+def get_attachments(pagetype, name):
+	return (
+		jingrow.db.get_all(
+			"File",
+			filters={"attached_to_pagetype": pagetype, "attached_to_name": name},
+			fields=[
+				"name",
+				"file_name",
+				"file_type",
+				"file_url",
+				"file_size",
+				"is_private",
+				"modified",
+				"creation",
+				"owner",
+			],
+		)
+		or []
+	)
+
+
+def handle_multiple_versions(versions):
+	activities = []
+	grouped_versions = []
+	old_version = None
+	for version in versions:
+		is_version = version["activity_type"] in ["changed", "added", "removed"]
+		if not is_version:
+			activities.append(version)
+		if not old_version:
+			old_version = version
+			if is_version:
+				grouped_versions.append(version)
+			continue
+		if is_version and old_version.get("owner") and version["owner"] == old_version["owner"]:
+			grouped_versions.append(version)
+		else:
+			if grouped_versions:
+				activities.append(parse_grouped_versions(grouped_versions))
+			grouped_versions = []
+			if is_version:
+				grouped_versions.append(version)
+		old_version = version
+		if version == versions[-1] and grouped_versions:
+			activities.append(parse_grouped_versions(grouped_versions))
+
+	return activities
+
+
+def parse_grouped_versions(versions):
+	version = versions[0]
+	if len(versions) == 1:
+		return version
+	other_versions = versions[1:]
+	version["other_versions"] = other_versions
+	return version
+
+
+def get_linked_calls(name):
+	calls = jingrow.db.get_all(
+		"CRM Call Log",
+		filters={"reference_docname": name},
+		fields=[
+			"name",
+			"caller",
+			"receiver",
+			"from",
+			"to",
+			"duration",
+			"start_time",
+			"end_time",
+			"status",
+			"type",
+			"recording_url",
+			"creation",
+			"note",
+		],
+	)
+
+	linked_calls = jingrow.db.get_all(
+		"Dynamic Link", filters={"link_name": name, "parenttype": "CRM Call Log"}, pluck="parent"
+	)
+
+	notes = []
+	tasks = []
+
+	if linked_calls:
+		CallLog = jingrow.qb.PageType("CRM Call Log")
+		Link = jingrow.qb.PageType("Dynamic Link")
+		query = (
+			jingrow.qb.from_(CallLog)
+			.select(
+				CallLog.name,
+				CallLog.caller,
+				CallLog.receiver,
+				CallLog["from"],
+				CallLog.to,
+				CallLog.duration,
+				CallLog.start_time,
+				CallLog.end_time,
+				CallLog.status,
+				CallLog.type,
+				CallLog.recording_url,
+				CallLog.creation,
+				CallLog.note,
+				Link.link_pagetype,
+				Link.link_name,
+			)
+			.join(Link, JoinType.inner)
+			.on(Link.parent == CallLog.name)
+			.where(CallLog.name.isin(linked_calls))
+		)
+		_calls = query.run(as_dict=True)
+
+		for call in _calls:
+			if call.get("link_pagetype") == "FCRM Note":
+				notes.append(call.link_name)
+			elif call.get("link_pagetype") == "CRM Task":
+				tasks.append(call.link_name)
+
+		_calls = [call for call in _calls if call.get("link_pagetype") not in ["FCRM Note", "CRM Task"]]
+		if _calls:
+			calls = calls + _calls
+
+	if notes:
+		notes = jingrow.db.get_all(
+			"FCRM Note",
+			filters={"name": ("in", notes)},
+			fields=["name", "title", "content", "owner", "modified"],
+		)
+
+	if tasks:
+		tasks = jingrow.db.get_all(
+			"CRM Task",
+			filters={"name": ("in", tasks)},
+			fields=[
+				"name",
+				"title",
+				"description",
+				"assigned_to",
+				"due_date",
+				"priority",
+				"status",
+				"modified",
+			],
+		)
+
+	calls = [parse_call_log(call) for call in calls] if calls else []
+
+	return {"calls": calls, "notes": notes, "tasks": tasks}
+
+
+def get_linked_notes(name):
+	notes = jingrow.db.get_all(
+		"FCRM Note",
+		filters={"reference_docname": name},
+		fields=["name", "title", "content", "owner", "modified"],
+	)
+	return notes or []
+
+
+def get_linked_tasks(name):
+	tasks = jingrow.db.get_all(
+		"CRM Task",
+		filters={"reference_docname": name},
+		fields=[
+			"name",
+			"title",
+			"description",
+			"assigned_to",
+			"due_date",
+			"priority",
+			"status",
+			"modified",
+		],
+	)
+	return tasks or []
+
+
+def parse_attachment_log(html, type):
+	soup = BeautifulSoup(html, "html.parser")
+	a_tag = soup.find("a")
+	type = "added" if type == "Attachment" else "removed"
+	if not a_tag:
+		return {
+			"type": type,
+			"file_name": html.replace("Removed ", ""),
+			"file_url": "",
+			"is_private": False,
+		}
+
+	is_private = False
+	if "private/files" in a_tag["href"]:
+		is_private = True
+
+	return {
+		"type": type,
+		"file_name": a_tag.text,
+		"file_url": a_tag["href"],
+		"is_private": is_private,
+	}

crm/api/assignment_rule.py

@@ -0,0 +1,32 @@
+import jingrow
+
+
+@jingrow.whitelist()
+def get_assignment_rules_list():
+	assignment_rules = []
+	for docname in jingrow.get_all(
+		"Assignment Rule", filters={"document_type": ["in", ["CRM Lead", "CRM Deal"]]}
+	):
+		pg = jingrow.get_value(
+			"Assignment Rule",
+			docname,
+			fieldname=[
+				"name",
+				"description",
+				"disabled",
+				"priority",
+			],
+			as_dict=True,
+		)
+		users_exists = bool(jingrow.db.exists("Assignment Rule User", {"parent": docname.name}))
+		assignment_rules.append({**pg, "users_exists": users_exists})
+	return assignment_rules
+
+
+@jingrow.whitelist()
+def duplicate_assignment_rule(docname, new_name):
+	pg = jingrow.get_pg("Assignment Rule", docname)
+	pg.name = new_name
+	pg.assignment_rule_name = new_name
+	pg.insert()
+	return pg

crm/api/auth.py

@@ -0,0 +1,38 @@
+import jingrow
+
+@jingrow.whitelist(allow_guest=True)
+def oauth_providers():
+	from jingrow.utils.html_utils import get_icon_html
+	from jingrow.utils.password import get_decrypted_password
+	from jingrow.utils.oauth import get_oauth2_authorize_url, get_oauth_keys
+
+	out = []
+	providers = jingrow.get_all(
+		"Social Login Key",
+		filters={"enable_social_login": 1},
+		fields=["name", "client_id", "base_url", "provider_name", "icon"],
+		order_by="name",
+	)
+
+	for provider in providers:
+		client_secret = get_decrypted_password("Social Login Key", provider.name, "client_secret")
+		if not client_secret:
+			continue
+
+		icon = None
+		if provider.icon:
+			if provider.provider_name == "Custom":
+				icon = get_icon_html(provider.icon, small=True)
+			else:
+				icon = f"<img src='{provider.icon}' alt={provider.provider_name}>"
+
+		if provider.client_id and provider.base_url and get_oauth_keys(provider.name):
+			out.append(
+				{
+					"name": provider.name,
+					"provider_name": provider.provider_name,
+					"auth_url": get_oauth2_authorize_url(provider.name, "/crm"),
+					"icon": icon,
+				}
+			)
+	return out

crm/api/comment.py

@@ -0,0 +1,104 @@
+from collections.abc import Iterable
+
+import jingrow
+from jingrow import _
+from bs4 import BeautifulSoup
+from crm.fcrm.pagetype.crm_notification.crm_notification import notify_user
+
+
+def on_update(self, method):
+    notify_mentions(self)
+
+
+def notify_mentions(pg):
+    """
+    Extract mentions from `content`, and notify.
+    `content` must have `HTML` content.
+    """
+    content = getattr(pg, "content", None)
+    if not content:
+        return
+    mentions = extract_mentions(content)
+    reference_pg = jingrow.get_pg(pg.reference_pagetype, pg.reference_name)
+    for mention in mentions:
+        owner = jingrow.get_cached_value("User", pg.owner, "full_name")
+        pagetype = pg.reference_pagetype
+        if pagetype.startswith("CRM "):
+            pagetype = pagetype[4:].lower()
+        name = (
+            reference_pg.lead_name
+            if pagetype == "lead"
+            else reference_pg.organization or reference_pg.lead_name
+        )
+        notification_text = f"""
+            <div class="mb-2 leading-5 text-ink-gray-5">
+                <span class="font-medium text-ink-gray-9">{ owner }</span>
+                <span>{ _('mentioned you in {0}').format(pagetype) }</span>
+                <span class="font-medium text-ink-gray-9">{ name }</span>
+            </div>
+        """
+        notify_user(
+            {
+                "owner": pg.owner,
+                "assigned_to": mention.email,
+                "notification_type": "Mention",
+                "message": pg.content,
+                "notification_text": notification_text,
+                "reference_pagetype": "Comment",
+                "reference_docname": pg.name,
+                "redirect_to_pagetype": pg.reference_pagetype,
+                "redirect_to_docname": pg.reference_name,
+            }
+        )
+
+
+def extract_mentions(html):
+    if not html:
+        return []
+    soup = BeautifulSoup(html, "html.parser")
+    mentions = []
+    for d in soup.find_all("span", attrs={"data-type": "mention"}):
+        mentions.append(
+            jingrow._dict(full_name=d.get("data-label"), email=d.get("data-id"))
+        )
+    return mentions
+
+
+@jingrow.whitelist()
+def add_attachments(name: str, attachments: Iterable[str | dict]) -> None:
+    """Add attachments to the given Comment
+
+    :param name: Comment name
+    :param attachments: File names or dicts with keys "fname" and "fcontent"
+    """
+    # loop through attachments
+    for a in attachments:
+        if isinstance(a, str):
+            attach = jingrow.db.get_value(
+                "File", {"name": a}, ["file_url", "is_private"], as_dict=1
+            )
+            file_args = {
+                "file_url": attach.file_url,
+                "is_private": attach.is_private,
+            }
+        elif isinstance(a, dict) and "fcontent" in a and "fname" in a:
+            # dict returned by jingrow.attach_print()
+            file_args = {
+                "file_name": a["fname"],
+                "content": a["fcontent"],
+                "is_private": 1,
+            }
+        else:
+            continue
+
+        file_args.update(
+            {
+                "attached_to_pagetype": "Comment",
+                "attached_to_name": name,
+                "folder": "Home/Attachments",
+            }
+        )
+
+        _file = jingrow.new_pg("File")
+        _file.update(file_args)
+        _file.save(ignore_permissions=True)

crm/api/contact.py

@@ -0,0 +1,145 @@
+import jingrow
+from jingrow import _
+
+
+def validate(pg, method):
+	update_deals_email_mobile_no(pg)
+
+
+def update_deals_email_mobile_no(pg):
+	linked_deals = jingrow.get_all(
+		"CRM Contacts",
+		filters={"contact": pg.name, "is_primary": 1},
+		fields=["parent"],
+	)
+
+	for linked_deal in linked_deals:
+		deal = jingrow.db.get_values("CRM Deal", linked_deal.parent, ["email", "mobile_no"], as_dict=True)[0]
+		if deal.email != pg.email_id or deal.mobile_no != pg.mobile_no:
+			jingrow.db.set_value(
+				"CRM Deal",
+				linked_deal.parent,
+				{
+					"email": pg.email_id,
+					"mobile_no": pg.mobile_no,
+				},
+			)
+
+
+@jingrow.whitelist()
+def get_linked_deals(contact):
+	"""Get linked deals for a contact"""
+
+	if not jingrow.has_permission("Contact", "read", contact):
+		jingrow.throw("Not permitted", jingrow.PermissionError)
+
+	deal_names = jingrow.get_all(
+		"CRM Contacts",
+		filters={"contact": contact, "parenttype": "CRM Deal"},
+		fields=["parent"],
+		distinct=True,
+	)
+
+	# get deals data
+	deals = []
+	for d in deal_names:
+		deal = jingrow.get_cached_pg(
+			"CRM Deal",
+			d.parent,
+			fields=[
+				"name",
+				"organization",
+				"currency",
+				"annual_revenue",
+				"status",
+				"email",
+				"mobile_no",
+				"deal_owner",
+				"modified",
+			],
+		)
+		deals.append(deal.as_dict())
+
+	return deals
+
+
+@jingrow.whitelist()
+def create_new(contact, field, value):
+	"""Create new email or phone for a contact"""
+	if not jingrow.has_permission("Contact", "write", contact):
+		jingrow.throw("Not permitted", jingrow.PermissionError)
+
+	contact = jingrow.get_cached_pg("Contact", contact)
+
+	if field == "email":
+		email = {"email_id": value, "is_primary": 1 if len(contact.email_ids) == 0 else 0}
+		contact.append("email_ids", email)
+	elif field in ("mobile_no", "phone"):
+		mobile_no = {"phone": value, "is_primary_mobile_no": 1 if len(contact.phone_nos) == 0 else 0}
+		contact.append("phone_nos", mobile_no)
+	else:
+		jingrow.throw("Invalid field")
+
+	contact.save()
+	return True
+
+
+@jingrow.whitelist()
+def set_as_primary(contact, field, value):
+	"""Set email or phone as primary for a contact"""
+	if not jingrow.has_permission("Contact", "write", contact):
+		jingrow.throw("Not permitted", jingrow.PermissionError)
+
+	contact = jingrow.get_pg("Contact", contact)
+
+	if field == "email":
+		for email in contact.email_ids:
+			if email.email_id == value:
+				email.is_primary = 1
+			else:
+				email.is_primary = 0
+	elif field in ("mobile_no", "phone"):
+		name = "is_primary_mobile_no" if field == "mobile_no" else "is_primary_phone"
+		for phone in contact.phone_nos:
+			if phone.phone == value:
+				phone.set(name, 1)
+			else:
+				phone.set(name, 0)
+	else:
+		jingrow.throw("Invalid field")
+
+	contact.save()
+	return True
+
+
+@jingrow.whitelist()
+def search_emails(txt: str):
+	pagetype = "Contact"
+	meta = jingrow.get_meta(pagetype)
+	filters = [["Contact", "email_id", "is", "set"]]
+
+	if meta.get("fields", {"fieldname": "enabled", "fieldtype": "Check"}):
+		filters.append([pagetype, "enabled", "=", 1])
+	if meta.get("fields", {"fieldname": "disabled", "fieldtype": "Check"}):
+		filters.append([pagetype, "disabled", "!=", 1])
+
+	or_filters = []
+	search_fields = ["full_name", "email_id", "name"]
+	if txt:
+		for f in search_fields:
+			or_filters.append([pagetype, f.strip(), "like", f"%{txt}%"])
+
+	results = jingrow.get_list(
+		pagetype,
+		filters=filters,
+		fields=search_fields,
+		or_filters=or_filters,
+		limit_start=0,
+		limit_page_length=20,
+		order_by="email_id, full_name, name",
+		ignore_permissions=False,
+		as_list=True,
+		strict=False,
+	)
+
+	return results

crm/api/demo.py

@@ -0,0 +1,31 @@
+import jingrow
+from jingrow import _
+from jingrow.auth import LoginManager
+
+
+@jingrow.whitelist(allow_guest=True)
+def login():
+	if not jingrow.conf.demo_username or not jingrow.conf.demo_password:
+		return
+	jingrow.local.response["redirect_to"] = "/crm"
+	login_manager = LoginManager()
+	login_manager.authenticate(jingrow.conf.demo_username, jingrow.conf.demo_password)
+	login_manager.post_login()
+	jingrow.local.response["type"] = "redirect"
+	jingrow.local.response["location"] = jingrow.local.response["redirect_to"]
+
+
+def validate_reset_password(pg, event):
+	if jingrow.conf.demo_username and jingrow.session.user == jingrow.conf.demo_username:
+		jingrow.throw(
+			_("Password cannot be reset by Demo User {}").format(jingrow.bold(jingrow.conf.demo_username)),
+			jingrow.PermissionError,
+		)
+
+
+def validate_user(pg, event):
+	if jingrow.conf.demo_username and jingrow.session.user == jingrow.conf.demo_username and pg.new_password:
+		jingrow.throw(
+			_("Password cannot be reset by Demo User {}").format(jingrow.bold(jingrow.conf.demo_username)),
+			jingrow.PermissionError,
+		)

crm/api/notifications.py

@@ -0,0 +1,74 @@
+import jingrow
+from jingrow.query_builder import Order
+
+
+@jingrow.whitelist()
+def get_notifications():
+    Notification = jingrow.qb.PageType("CRM Notification")
+    query = (
+        jingrow.qb.from_(Notification)
+        .select("*")
+        .where(Notification.to_user == jingrow.session.user)
+        .orderby("creation", order=Order.desc)
+    )
+    notifications = query.run(as_dict=True)
+
+    _notifications = []
+    for notification in notifications:
+        _notifications.append(
+            {
+                "creation": notification.creation,
+                "from_user": {
+                    "name": notification.from_user,
+                    "full_name": jingrow.get_value(
+                        "User", notification.from_user, "full_name"
+                    ),
+                },
+                "type": notification.type,
+                "to_user": notification.to_user,
+                "read": notification.read,
+                "hash": get_hash(notification),
+                "notification_text": notification.notification_text,
+                "notification_type_pagetype": notification.notification_type_pagetype,
+                "notification_type_pg": notification.notification_type_pg,
+                "reference_pagetype": (
+                    "deal" if notification.reference_pagetype == "CRM Deal" else "lead"
+                ),
+                "reference_name": notification.reference_name,
+                "route_name": (
+                    "Deal" if notification.reference_pagetype == "CRM Deal" else "Lead"
+                ),
+            }
+        )
+
+    return _notifications
+
+
+@jingrow.whitelist()
+def mark_as_read(user=None, pg=None):
+    user = user or jingrow.session.user
+    filters = {"to_user": user, "read": False}
+    or_filters = []
+    if pg:
+        or_filters = [
+            {"comment": pg},
+            {"notification_type_pg": pg},
+        ]
+    for n in jingrow.get_all("CRM Notification", filters=filters, or_filters=or_filters):
+        d = jingrow.get_pg("CRM Notification", n.name)
+        d.read = True
+        d.save()
+
+def get_hash(notification):
+    _hash = ""
+    if notification.type == "Mention" and notification.notification_type_pg:
+        _hash = "#" + notification.notification_type_pg
+
+    if notification.type == "WhatsApp":
+        _hash = "#whatsapp"
+
+    if notification.type == "Assignment" and notification.notification_type_pagetype == "CRM Task":
+        _hash = "#tasks"
+        if "has been removed by" in notification.message:
+            _hash = ""
+    return _hash

crm/api/onboarding.py

@@ -0,0 +1,24 @@
+import jingrow
+
+
+@jingrow.whitelist()
+def get_first_lead():
+	lead = jingrow.get_all(
+		"CRM Lead",
+		filters={"converted": 0},
+		fields=["name"],
+		order_by="creation",
+		limit=1,
+	)
+	return lead[0].name if lead else None
+
+
+@jingrow.whitelist()
+def get_first_deal():
+	deal = jingrow.get_all(
+		"CRM Deal",
+		fields=["name"],
+		order_by="creation",
+		limit=1,
+	)
+	return deal[0].name if deal else None

crm/api/pg.py

@@ -0,0 +1,910 @@
+import json
+
+import jingrow
+from jingrow import _
+from jingrow.custom.pagetype.property_setter.property_setter import make_property_setter
+from jingrow.desk.form.assign_to import set_status
+from jingrow.model import no_value_fields
+from jingrow.model.page import get_controller
+from jingrow.utils import make_filter_tuple
+from pypika import Criterion
+
+from crm.api.views import get_views
+from crm.fcrm.pagetype.crm_form_script.crm_form_script import get_form_script
+from crm.utils import get_dynamic_linked_docs, get_linked_docs
+
+
+@jingrow.whitelist()
+def sort_options(pagetype: str):
+	fields = jingrow.get_meta(pagetype).fields
+	fields = [field for field in fields if field.fieldtype not in no_value_fields]
+	fields = [
+		{
+			"label": _(field.label),
+			"value": field.fieldname,
+			"fieldname": field.fieldname,
+		}
+		for field in fields
+		if field.label and field.fieldname
+	]
+
+	standard_fields = [
+		{"label": "Name", "fieldname": "name"},
+		{"label": "Created On", "fieldname": "creation"},
+		{"label": "Last Modified", "fieldname": "modified"},
+		{"label": "Modified By", "fieldname": "modified_by"},
+		{"label": "Owner", "fieldname": "owner"},
+	]
+
+	for field in standard_fields:
+		field["label"] = _(field["label"])
+		field["value"] = field["fieldname"]
+		fields.append(field)
+
+	return fields
+
+
+@jingrow.whitelist()
+def get_filterable_fields(pagetype: str):
+	allowed_fieldtypes = [
+		"Check",
+		"Data",
+		"Float",
+		"Int",
+		"Currency",
+		"Dynamic Link",
+		"Link",
+		"Long Text",
+		"Select",
+		"Small Text",
+		"Text Editor",
+		"Text",
+		"Duration",
+		"Date",
+		"Datetime",
+	]
+
+	c = get_controller(pagetype)
+	restricted_fields = []
+	if hasattr(c, "get_non_filterable_fields"):
+		restricted_fields = c.get_non_filterable_fields()
+
+	res = []
+
+	# append PageFields
+	PageField = jingrow.qb.PageType("PageField")
+	pg_fields = get_pagetype_fields_meta(PageField, pagetype, allowed_fieldtypes, restricted_fields)
+	res.extend(pg_fields)
+
+	# append Custom Fields
+	CustomField = jingrow.qb.PageType("Custom Field")
+	custom_fields = get_pagetype_fields_meta(CustomField, pagetype, allowed_fieldtypes, restricted_fields)
+	res.extend(custom_fields)
+
+	# append standard fields (getting error when using jingrow.model.std_fields)
+	standard_fields = [
+		{"fieldname": "name", "fieldtype": "Link", "label": "ID", "options": pagetype},
+		{"fieldname": "owner", "fieldtype": "Link", "label": "Created By", "options": "User"},
+		{
+			"fieldname": "modified_by",
+			"fieldtype": "Link",
+			"label": "Last Updated By",
+			"options": "User",
+		},
+		{"fieldname": "_user_tags", "fieldtype": "Data", "label": "Tags"},
+		{"fieldname": "_liked_by", "fieldtype": "Data", "label": "Like"},
+		{"fieldname": "_comments", "fieldtype": "Text", "label": "Comments"},
+		{"fieldname": "_assign", "fieldtype": "Text", "label": "Assigned To"},
+		{"fieldname": "creation", "fieldtype": "Datetime", "label": "Created On"},
+		{"fieldname": "modified", "fieldtype": "Datetime", "label": "Last Updated On"},
+	]
+	for field in standard_fields:
+		if field.get("fieldname") not in restricted_fields and field.get("fieldtype") in allowed_fieldtypes:
+			field["name"] = field.get("fieldname")
+			res.append(field)
+
+	for field in res:
+		field["label"] = _(field.get("label"))
+		field["value"] = field.get("fieldname")
+
+	return res
+
+
+@jingrow.whitelist()
+def get_group_by_fields(pagetype: str):
+	allowed_fieldtypes = [
+		"Check",
+		"Data",
+		"Float",
+		"Int",
+		"Currency",
+		"Dynamic Link",
+		"Link",
+		"Select",
+		"Duration",
+		"Date",
+		"Datetime",
+	]
+
+	fields = jingrow.get_meta(pagetype).fields
+	fields = [
+		field
+		for field in fields
+		if field.fieldtype not in no_value_fields and field.fieldtype in allowed_fieldtypes
+	]
+	fields = [
+		{
+			"label": _(field.label),
+			"fieldname": field.fieldname,
+		}
+		for field in fields
+		if field.label and field.fieldname
+	]
+
+	standard_fields = [
+		{"label": "Name", "fieldname": "name"},
+		{"label": "Created On", "fieldname": "creation"},
+		{"label": "Last Modified", "fieldname": "modified"},
+		{"label": "Modified By", "fieldname": "modified_by"},
+		{"label": "Owner", "fieldname": "owner"},
+		{"label": "Liked By", "fieldname": "_liked_by"},
+		{"label": "Assigned To", "fieldname": "_assign"},
+		{"label": "Comments", "fieldname": "_comments"},
+		{"label": "Created On", "fieldname": "creation"},
+		{"label": "Modified On", "fieldname": "modified"},
+	]
+
+	for field in standard_fields:
+		field["label"] = _(field["label"])
+		fields.append(field)
+
+	return fields
+
+
+def get_pagetype_fields_meta(PageField, pagetype, allowed_fieldtypes, restricted_fields):
+	parent = "parent" if PageField._table_name == "tabPageField" else "dt"
+	return (
+		jingrow.qb.from_(PageField)
+		.select(
+			PageField.fieldname,
+			PageField.fieldtype,
+			PageField.label,
+			PageField.name,
+			PageField.options,
+		)
+		.where(PageField[parent] == pagetype)
+		.where(PageField.hidden == False)  # noqa: E712
+		.where(Criterion.any([PageField.fieldtype == i for i in allowed_fieldtypes]))
+		.where(Criterion.all([PageField.fieldname != i for i in restricted_fields]))
+		.run(as_dict=True)
+	)
+
+
+@jingrow.whitelist()
+def get_quick_filters(pagetype: str, cached: bool = True):
+	meta = jingrow.get_meta(pagetype, cached)
+	quick_filters = []
+
+	if global_settings := jingrow.db.exists("CRM Global Settings", {"dt": pagetype, "type": "Quick Filters"}):
+		_quick_filters = jingrow.db.get_value("CRM Global Settings", global_settings, "json")
+		_quick_filters = json.loads(_quick_filters) or []
+
+		fields = []
+
+		for filter in _quick_filters:
+			if filter == "name":
+				fields.append({"label": "Name", "fieldname": "name", "fieldtype": "Data"})
+			else:
+				field = next((f for f in meta.fields if f.fieldname == filter), None)
+				if field:
+					fields.append(field)
+
+	else:
+		fields = [field for field in meta.fields if field.in_standard_filter]
+
+	for field in fields:
+		options = field.get("options")
+		if field.get("fieldtype") == "Select" and options and isinstance(options, str):
+			options = options.split("\n")
+			options = [{"label": option, "value": option} for option in options]
+			if not any([not option.get("value") for option in options]):
+				options.insert(0, {"label": "", "value": ""})
+		quick_filters.append(
+			{
+				"label": _(field.get("label")),
+				"fieldname": field.get("fieldname"),
+				"fieldtype": field.get("fieldtype"),
+				"options": options,
+			}
+		)
+
+	if pagetype == "CRM Lead":
+		quick_filters = [filter for filter in quick_filters if filter.get("fieldname") != "converted"]
+
+	return quick_filters
+
+
+@jingrow.whitelist()
+def update_quick_filters(quick_filters: str, old_filters: str, pagetype: str):
+	quick_filters = json.loads(quick_filters)
+	old_filters = json.loads(old_filters)
+
+	new_filters = [filter for filter in quick_filters if filter not in old_filters]
+	removed_filters = [filter for filter in old_filters if filter not in quick_filters]
+
+	# update or create global quick filter settings
+	create_update_global_settings(pagetype, quick_filters)
+
+	# remove old filters
+	for filter in removed_filters:
+		update_in_standard_filter(filter, pagetype, 0)
+
+	# add new filters
+	for filter in new_filters:
+		update_in_standard_filter(filter, pagetype, 1)
+
+
+def create_update_global_settings(pagetype, quick_filters):
+	if global_settings := jingrow.db.exists("CRM Global Settings", {"dt": pagetype, "type": "Quick Filters"}):
+		jingrow.db.set_value("CRM Global Settings", global_settings, "json", json.dumps(quick_filters))
+	else:
+		# create CRM Global Settings pg
+		pg = jingrow.new_pg("CRM Global Settings")
+		pg.dt = pagetype
+		pg.type = "Quick Filters"
+		pg.json = json.dumps(quick_filters)
+		pg.insert()
+
+
+def update_in_standard_filter(fieldname, pagetype, value):
+	if property_name := jingrow.db.exists(
+		"Property Setter",
+		{"pg_type": pagetype, "field_name": fieldname, "property": "in_standard_filter"},
+	):
+		jingrow.db.set_value("Property Setter", property_name, "value", value)
+	else:
+		make_property_setter(
+			pagetype,
+			fieldname,
+			"in_standard_filter",
+			value,
+			"Check",
+			validate_fields_for_pagetype=False,
+		)
+
+
+@jingrow.whitelist()
+def get_data(
+	pagetype: str,
+	filters: dict,
+	order_by: str,
+	page_length=20,
+	page_length_count=20,
+	column_field=None,
+	title_field=None,
+	columns=[],
+	rows=[],
+	kanban_columns=[],
+	kanban_fields=[],
+	view=None,
+	default_filters=None,
+):
+	custom_view = False
+	filters = jingrow._dict(filters)
+	rows = jingrow.parse_json(rows or "[]")
+	columns = jingrow.parse_json(columns or "[]")
+	kanban_fields = jingrow.parse_json(kanban_fields or "[]")
+	kanban_columns = jingrow.parse_json(kanban_columns or "[]")
+
+	custom_view_name = view.get("custom_view_name") if view else None
+	view_type = view.get("view_type") if view else None
+	group_by_field = view.get("group_by_field") if view else None
+
+	for key in filters:
+		value = filters[key]
+		if isinstance(value, list):
+			if "@me" in value:
+				value[value.index("@me")] = jingrow.session.user
+			elif "%@me%" in value:
+				index = [i for i, v in enumerate(value) if v == "%@me%"]
+				for i in index:
+					value[i] = "%" + jingrow.session.user + "%"
+		elif value == "@me":
+			filters[key] = jingrow.session.user
+
+	if default_filters:
+		default_filters = jingrow.parse_json(default_filters)
+		filters.update(default_filters)
+
+	is_default = True
+	data = []
+	_list = get_controller(pagetype)
+	default_rows = []
+	if hasattr(_list, "default_list_data"):
+		default_rows = _list.default_list_data().get("rows")
+
+	meta = jingrow.get_meta(pagetype)
+
+	if view_type != "kanban":
+		if columns or rows:
+			custom_view = True
+			is_default = False
+			columns = jingrow.parse_json(columns)
+			rows = jingrow.parse_json(rows)
+
+		if not columns:
+			columns = [
+				{"label": "Name", "type": "Data", "key": "name", "width": "16rem"},
+				{"label": "Last Modified", "type": "Datetime", "key": "modified", "width": "8rem"},
+			]
+
+		if not rows:
+			rows = ["name"]
+
+		default_view_filters = {
+			"dt": pagetype,
+			"type": view_type or "list",
+			"is_standard": 1,
+			"user": jingrow.session.user,
+		}
+
+		if not custom_view and jingrow.db.exists("CRM View Settings", default_view_filters):
+			list_view_settings = jingrow.get_pg("CRM View Settings", default_view_filters)
+			columns = jingrow.parse_json(list_view_settings.columns)
+			rows = jingrow.parse_json(list_view_settings.rows)
+			is_default = False
+		elif not custom_view or (is_default and hasattr(_list, "default_list_data")):
+			rows = default_rows
+			columns = _list.default_list_data().get("columns")
+
+		# check if rows has all keys from columns if not add them
+		for column in columns:
+			if column.get("key") not in rows:
+				rows.append(column.get("key"))
+			column["label"] = _(column.get("label"))
+
+			if column.get("key") == "_liked_by" and column.get("width") == "10rem":
+				column["width"] = "50px"
+
+			# remove column if column.hidden is True
+			column_meta = meta.get_field(column.get("key"))
+			if column_meta and column_meta.get("hidden"):
+				columns.remove(column)
+
+		# check if rows has group_by_field if not add it
+		if group_by_field and group_by_field not in rows:
+			rows.append(group_by_field)
+
+		data = (
+			jingrow.get_list(
+				pagetype,
+				fields=rows,
+				filters=filters,
+				order_by=order_by,
+				page_length=page_length,
+			)
+			or []
+		)
+		data = parse_list_data(data, pagetype)
+
+	if view_type == "kanban":
+		if not rows:
+			rows = default_rows
+
+		if not kanban_columns and column_field:
+			field_meta = jingrow.get_meta(pagetype).get_field(column_field)
+			if field_meta.fieldtype == "Link":
+				kanban_columns = jingrow.get_all(
+					field_meta.options,
+					fields=["name"],
+					order_by="modified asc",
+				)
+			elif field_meta.fieldtype == "Select":
+				kanban_columns = [{"name": option} for option in field_meta.options.split("\n")]
+
+		if not title_field:
+			title_field = "name"
+			if hasattr(_list, "default_kanban_settings"):
+				title_field = _list.default_kanban_settings().get("title_field")
+
+		if title_field not in rows:
+			rows.append(title_field)
+
+		if not kanban_fields:
+			kanban_fields = ["name"]
+			if hasattr(_list, "default_kanban_settings"):
+				kanban_fields = json.loads(_list.default_kanban_settings().get("kanban_fields"))
+
+		for field in kanban_fields:
+			if field not in rows:
+				rows.append(field)
+
+		for kc in kanban_columns:
+			column_filters = {column_field: kc.get("name")}
+			order = kc.get("order")
+			if (column_field in filters and filters.get(column_field) != kc.get("name")) or kc.get("delete"):
+				column_data = []
+			else:
+				column_filters.update(filters.copy())
+				page_length = 20
+
+				if kc.get("page_length"):
+					page_length = kc.get("page_length")
+
+				if order:
+					column_data = get_records_based_on_order(
+						pagetype, rows, column_filters, page_length, order
+					)
+				else:
+					column_data = jingrow.get_list(
+						pagetype,
+						fields=rows,
+						filters=convert_filter_to_tuple(pagetype, column_filters),
+						order_by=order_by,
+						page_length=page_length,
+					)
+
+				new_filters = filters.copy()
+				new_filters.update({column_field: kc.get("name")})
+
+				all_count = jingrow.get_list(
+					pagetype,
+					filters=convert_filter_to_tuple(pagetype, new_filters),
+					fields="count(*) as total_count",
+				)[0].total_count
+
+				kc["all_count"] = all_count
+				kc["count"] = len(column_data)
+
+				for d in column_data:
+					getCounts(d, pagetype)
+
+			if order:
+				column_data = sorted(
+					column_data,
+					key=lambda x: order.index(x.get("name")) if x.get("name") in order else len(order),
+				)
+
+			data.append({"column": kc, "fields": kanban_fields, "data": column_data})
+
+	fields = jingrow.get_meta(pagetype).fields
+	fields = [field for field in fields if field.fieldtype not in no_value_fields]
+	fields = [
+		{
+			"label": _(field.label),
+			"fieldtype": field.fieldtype,
+			"fieldname": field.fieldname,
+			"options": field.options,
+		}
+		for field in fields
+		if field.label and field.fieldname
+	]
+
+	std_fields = [
+		{"label": "Name", "fieldtype": "Data", "fieldname": "name"},
+		{"label": "Created On", "fieldtype": "Datetime", "fieldname": "creation"},
+		{"label": "Last Modified", "fieldtype": "Datetime", "fieldname": "modified"},
+		{
+			"label": "Modified By",
+			"fieldtype": "Link",
+			"fieldname": "modified_by",
+			"options": "User",
+		},
+		{"label": "Assigned To", "fieldtype": "Text", "fieldname": "_assign"},
+		{"label": "Owner", "fieldtype": "Link", "fieldname": "owner", "options": "User"},
+		{"label": "Like", "fieldtype": "Data", "fieldname": "_liked_by"},
+	]
+
+	for field in std_fields:
+		if field.get("fieldname") not in rows:
+			rows.append(field.get("fieldname"))
+		if field not in fields:
+			field["label"] = _(field["label"])
+			fields.append(field)
+
+	if not is_default and custom_view_name:
+		is_default = jingrow.db.get_value("CRM View Settings", custom_view_name, "load_default_columns")
+
+	if group_by_field and view_type == "group_by":
+
+		def get_options(type, options):
+			if type == "Select":
+				return [option for option in options.split("\n")]
+			else:
+				has_empty_values = any([not d.get(group_by_field) for d in data])
+				options = list(set([d.get(group_by_field) for d in data]))
+				options = [u for u in options if u]
+				if has_empty_values:
+					options.append("")
+
+				if order_by and group_by_field in order_by:
+					order_by_fields = order_by.split(",")
+					order_by_fields = [
+						(field.split(" ")[0], field.split(" ")[1]) for field in order_by_fields
+					]
+					if (group_by_field, "asc") in order_by_fields:
+						options.sort()
+					elif (group_by_field, "desc") in order_by_fields:
+						options.sort(reverse=True)
+				else:
+					options.sort()
+				return options
+
+		for field in fields:
+			if field.get("fieldname") == group_by_field:
+				group_by_field = {
+					"label": field.get("label"),
+					"fieldname": field.get("fieldname"),
+					"fieldtype": field.get("fieldtype"),
+					"options": get_options(field.get("fieldtype"), field.get("options")),
+				}
+
+	return {
+		"data": data,
+		"columns": columns,
+		"rows": rows,
+		"fields": fields,
+		"column_field": column_field,
+		"title_field": title_field,
+		"kanban_columns": kanban_columns,
+		"kanban_fields": kanban_fields,
+		"group_by_field": group_by_field,
+		"page_length": page_length,
+		"page_length_count": page_length_count,
+		"is_default": is_default,
+		"views": get_views(pagetype),
+		"total_count": jingrow.get_list(pagetype, filters=filters, fields="count(*) as total_count")[
+			0
+		].total_count,
+		"row_count": len(data),
+		"form_script": get_form_script(pagetype),
+		"list_script": get_form_script(pagetype, "List"),
+		"view_type": view_type,
+	}
+
+
+def parse_list_data(data, pagetype):
+	_list = get_controller(pagetype)
+	if hasattr(_list, "parse_list_data"):
+		data = _list.parse_list_data(data)
+	return data
+
+
+def convert_filter_to_tuple(pagetype, filters):
+	if isinstance(filters, dict):
+		filters_items = filters.items()
+		filters = []
+		for key, value in filters_items:
+			filters.append(make_filter_tuple(pagetype, key, value))
+	return filters
+
+
+def get_records_based_on_order(pagetype, rows, filters, page_length, order):
+	records = []
+	filters = convert_filter_to_tuple(pagetype, filters)
+	in_filters = filters.copy()
+	in_filters.append([pagetype, "name", "in", order[:page_length]])
+	records = jingrow.get_list(
+		pagetype,
+		fields=rows,
+		filters=in_filters,
+		order_by="creation desc",
+		page_length=page_length,
+	)
+
+	if len(records) < page_length:
+		not_in_filters = filters.copy()
+		not_in_filters.append([pagetype, "name", "not in", order])
+		remaining_records = jingrow.get_list(
+			pagetype,
+			fields=rows,
+			filters=not_in_filters,
+			order_by="creation desc",
+			page_length=page_length - len(records),
+		)
+		for record in remaining_records:
+			records.append(record)
+
+	return records
+
+
+@jingrow.whitelist()
+def get_fields_meta(pagetype, restricted_fieldtypes=None, as_array=False, only_required=False):
+	not_allowed_fieldtypes = [
+		"Tab Break",
+		"Section Break",
+		"Column Break",
+	]
+
+	if restricted_fieldtypes:
+		restricted_fieldtypes = jingrow.parse_json(restricted_fieldtypes)
+		not_allowed_fieldtypes += restricted_fieldtypes
+
+	fields = jingrow.get_meta(pagetype).fields
+	fields = [field for field in fields if field.fieldtype not in not_allowed_fieldtypes]
+
+	standard_fields = [
+		{"fieldname": "name", "fieldtype": "Link", "label": "ID", "options": pagetype},
+		{"fieldname": "owner", "fieldtype": "Link", "label": "Created By", "options": "User"},
+		{
+			"fieldname": "modified_by",
+			"fieldtype": "Link",
+			"label": "Last Updated By",
+			"options": "User",
+		},
+		{"fieldname": "_user_tags", "fieldtype": "Data", "label": "Tags"},
+		{"fieldname": "_liked_by", "fieldtype": "Data", "label": "Like"},
+		{"fieldname": "_comments", "fieldtype": "Text", "label": "Comments"},
+		{"fieldname": "_assign", "fieldtype": "Text", "label": "Assigned To"},
+		{"fieldname": "creation", "fieldtype": "Datetime", "label": "Created On"},
+		{"fieldname": "modified", "fieldtype": "Datetime", "label": "Last Updated On"},
+	]
+
+	for field in standard_fields:
+		if not restricted_fieldtypes or field.get("fieldtype") not in restricted_fieldtypes:
+			fields.append(field)
+
+	if only_required:
+		fields = [field for field in fields if field.get("reqd")]
+
+	if as_array:
+		return fields
+
+	fields_meta = {}
+	for field in fields:
+		fields_meta[field.get("fieldname")] = field
+		if field.get("fieldtype") == "Table":
+			_fields = jingrow.get_meta(field.get("options")).fields
+			fields_meta[field.get("fieldname")] = {"df": field, "fields": _fields}
+
+	return fields_meta
+
+
+@jingrow.whitelist()
+def remove_assignments(pagetype, name, assignees, ignore_permissions=False):
+	assignees = jingrow.parse_json(assignees)
+
+	if not assignees:
+		return
+
+	for assign_to in assignees:
+		set_status(
+			pagetype,
+			name,
+			todo=None,
+			assign_to=assign_to,
+			status="Cancelled",
+			ignore_permissions=ignore_permissions,
+		)
+
+
+@jingrow.whitelist()
+def get_assigned_users(pagetype, name, default_assigned_to=None):
+	assigned_users = jingrow.get_all(
+		"ToDo",
+		fields=["allocated_to"],
+		filters={
+			"reference_type": pagetype,
+			"reference_name": name,
+			"status": ("!=", "Cancelled"),
+		},
+		pluck="allocated_to",
+	)
+
+	users = list(set(assigned_users))
+
+	# if users is empty, add default_assigned_to
+	if not users and default_assigned_to:
+		users = [default_assigned_to]
+	return users
+
+
+@jingrow.whitelist()
+def get_fields(pagetype: str, allow_all_fieldtypes: bool = False):
+	not_allowed_fieldtypes = [*list(jingrow.model.no_value_fields), "Read Only"]
+	if allow_all_fieldtypes:
+		not_allowed_fieldtypes = []
+	fields = jingrow.get_meta(pagetype).fields
+
+	_fields = []
+
+	for field in fields:
+		if field.fieldtype not in not_allowed_fieldtypes and field.fieldname:
+			_fields.append(field)
+
+	return _fields
+
+
+def getCounts(d, pagetype):
+	d["_email_count"] = (
+		jingrow.db.count(
+			"Communication",
+			filters={
+				"reference_pagetype": pagetype,
+				"reference_name": d.get("name"),
+				"communication_type": "Communication",
+			},
+		)
+		or 0
+	)
+	d["_email_count"] = d["_email_count"] + jingrow.db.count(
+		"Communication",
+		filters={
+			"reference_pagetype": pagetype,
+			"reference_name": d.get("name"),
+			"communication_type": "Automated Message",
+		},
+	)
+	d["_comment_count"] = jingrow.db.count(
+		"Comment",
+		filters={"reference_pagetype": pagetype, "reference_name": d.get("name"), "comment_type": "Comment"},
+	)
+	d["_task_count"] = jingrow.db.count(
+		"CRM Task", filters={"reference_pagetype": pagetype, "reference_docname": d.get("name")}
+	)
+	d["_note_count"] = jingrow.db.count(
+		"FCRM Note", filters={"reference_pagetype": pagetype, "reference_docname": d.get("name")}
+	)
+	return d
+
+
+@jingrow.whitelist()
+def get_linked_docs_of_document(pagetype, docname):
+	try:
+		pg = jingrow.get_pg(pagetype, docname)
+	except jingrow.DoesNotExistError:
+		return []
+
+	linked_docs = get_linked_docs(pg)
+	dynamic_linked_docs = get_dynamic_linked_docs(pg)
+
+	linked_docs.extend(dynamic_linked_docs)
+	linked_docs = list({pg["reference_docname"]: pg for pg in linked_docs}.values())
+
+	docs_data = []
+	for pg in linked_docs:
+		if not pg.get("reference_pagetype") or not pg.get("reference_docname"):
+			continue
+
+		try:
+			data = jingrow.get_pg(pg["reference_pagetype"], pg["reference_docname"])
+		except (jingrow.DoesNotExistError, jingrow.ValidationError):
+			continue
+
+		title = data.get("title")
+		if data.pagetype == "CRM Call Log":
+			title = f"Call from {data.get('from')} to {data.get('to')}"
+
+		if data.pagetype == "CRM Deal":
+			title = data.get("organization")
+
+		if data.pagetype == "CRM Notification":
+			title = data.get("message")
+
+		docs_data.append(
+			{
+				"pg": data.pagetype,
+				"title": title or data.get("name"),
+				"reference_docname": pg["reference_docname"],
+				"reference_pagetype": pg["reference_pagetype"],
+			}
+		)
+	return docs_data
+
+
+def remove_pg_link(pagetype, docname):
+	if not pagetype or not docname:
+		return
+
+	try:
+		linked_pg_data = jingrow.get_pg(pagetype, docname)
+		if pagetype == "CRM Notification":
+			delete_notification_type = {
+				"notification_type_pagetype": "",
+				"notification_type_pg": "",
+			}
+			delete_references = {
+				"reference_pagetype": "",
+				"reference_name": "",
+			}
+			if linked_pg_data.get("notification_type_pagetype") == linked_pg_data.get("reference_pagetype"):
+				delete_references.update(delete_notification_type)
+
+			linked_pg_data.update(delete_references)
+		else:
+			linked_pg_data.update(
+				{
+					"reference_pagetype": "",
+					"reference_docname": "",
+				}
+			)
+		linked_pg_data.save(ignore_permissions=True)
+	except (jingrow.DoesNotExistError, jingrow.ValidationError):
+		pass
+
+
+def remove_contact_link(pagetype, docname):
+	if not pagetype or not docname:
+		return
+
+	try:
+		linked_pg_data = jingrow.get_pg(pagetype, docname)
+		linked_pg_data.update(
+			{
+				"contact": None,
+				"contacts": [],
+			}
+		)
+		linked_pg_data.save(ignore_permissions=True)
+	except (jingrow.DoesNotExistError, jingrow.ValidationError):
+		pass
+
+
+@jingrow.whitelist()
+def remove_linked_pg_reference(items, remove_contact=None, delete=False):
+	if isinstance(items, str):
+		items = jingrow.parse_json(items)
+
+	for item in items:
+		if not item.get("pagetype") or not item.get("docname"):
+			continue
+
+		try:
+			if remove_contact:
+				remove_contact_link(item["pagetype"], item["docname"])
+			else:
+				remove_pg_link(item["pagetype"], item["docname"])
+			if delete:
+				jingrow.delete_pg(item["pagetype"], item["docname"])
+		except (jingrow.DoesNotExistError, jingrow.ValidationError):
+			# Skip if document doesn't exist or has validation errors
+			continue
+
+	return "success"
+
+
+@jingrow.whitelist()
+def delete_bulk_docs(pagetype, items, delete_linked=False):
+	from jingrow.desk.reportview import delete_bulk
+
+	if not pagetype:
+		jingrow.throw("Pagetype is required")
+
+	if not items:
+		jingrow.throw("Items are required")
+
+	items = jingrow.parse_json(items)
+	if not isinstance(items, list):
+		jingrow.throw("Items must be a list")
+
+	for pg in items:
+		try:
+			if not jingrow.db.exists(pagetype, pg):
+				jingrow.log_error(f"Document {pagetype} {pg} does not exist", "Bulk Delete Error")
+				continue
+
+			linked_docs = get_linked_docs_of_document(pagetype, pg)
+			for linked_pg in linked_docs:
+				if not linked_pg.get("reference_pagetype") or not linked_pg.get("reference_docname"):
+					continue
+
+				remove_linked_pg_reference(
+					[
+						{
+							"pagetype": linked_pg["reference_pagetype"],
+							"docname": linked_pg["reference_docname"],
+						}
+					],
+					remove_contact=pagetype == "Contact",
+					delete=delete_linked,
+				)
+		except Exception as e:
+			jingrow.log_error(
+				f"Error processing linked docs for {pagetype} {pg}: {str(e)}", "Bulk Delete Error"
+			)
+
+	if len(items) > 10:
+		jingrow.enqueue("jingrow.desk.reportview.delete_bulk", pagetype=pagetype, items=items)
+	else:
+		delete_bulk(pagetype, items)
+	return "success"

crm/api/session.py

@@ -0,0 +1,63 @@
+import jingrow
+
+
+@jingrow.whitelist()
+def get_users():
+	users = jingrow.qb.get_query(
+		"User",
+		fields=[
+			"name",
+			"email",
+			"enabled",
+			"user_image",
+			"first_name",
+			"last_name",
+			"full_name",
+			"user_type",
+		],
+		order_by="full_name asc",
+		distinct=True,
+	).run(as_dict=1)
+
+	for user in users:
+		if jingrow.session.user == user.name:
+			user.session_user = True
+
+		user.roles = jingrow.get_roles(user.name)
+
+		user.role = ""
+
+		if "System Manager" in user.roles:
+			user.role = "System Manager"
+		elif "Sales Manager" in user.roles:
+			user.role = "Sales Manager"
+		elif "Sales User" in user.roles:
+			user.role = "Sales User"
+		elif "Guest" in user.roles:
+			user.role = "Guest"
+
+		if jingrow.session.user == user.name:
+			user.session_user = True
+
+		user.is_telephony_agent = jingrow.db.exists("CRM Telephony Agent", {"user": user.name})
+
+	crm_users = []
+
+	# crm users are users with role Sales User or Sales Manager
+	for user in users:
+		if "Sales User" in user.roles or "Sales Manager" in user.roles:
+			crm_users.append(user)
+
+	return users, crm_users
+
+
+@jingrow.whitelist()
+def get_organizations():
+	organizations = jingrow.qb.get_query(
+		"CRM Organization",
+		fields=["*"],
+		order_by="name asc",
+		distinct=True,
+	).run(as_dict=1)
+
+	return organizations

crm/api/settings.py

@@ -0,0 +1,99 @@
+import jingrow
+
+
+@jingrow.whitelist()
+def create_email_account(data):
+	service = data.get("service")
+	service_config = email_service_config.get(service)
+	if not service_config:
+		return "Service not supported"
+
+	try:
+		email_pg = jingrow.get_pg(
+			{
+				"pagetype": "Email Account",
+				"email_id": data.get("email_id"),
+				"email_account_name": data.get("email_account_name"),
+				"service": service,
+				"enable_incoming": data.get("enable_incoming"),
+				"enable_outgoing": data.get("enable_outgoing"),
+				"default_incoming": data.get("default_incoming"),
+				"default_outgoing": data.get("default_outgoing"),
+				"email_sync_option": "ALL",
+				"initial_sync_count": 100,
+				"create_contact": 1,
+				"track_email_status": 1,
+				"use_tls": 1,
+				"use_imap": 1,
+				"smtp_port": 587,
+				**service_config,
+			}
+		)
+		if service == "Jingrow Mail":
+			email_pg.api_key = data.get("api_key")
+			email_pg.api_secret = data.get("api_secret")
+			email_pg.jingrow_mail_site = data.get("jingrow_mail_site")
+			email_pg.append_to = "CRM Lead"
+		else:
+			email_pg.append("imap_folder", {"append_to": "CRM Lead", "folder_name": "INBOX"})
+			email_pg.password = data.get("password")
+			# validate whether the credentials are correct
+			email_pg.get_incoming_server()
+
+		# if correct credentials, save the email account
+		email_pg.save()
+	except Exception as e:
+		jingrow.throw(str(e))
+
+
+email_service_config = {
+	"Jingrow Mail": {
+		"domain": None,
+		"password": None,
+		"awaiting_password": 0,
+		"ascii_encode_password": 0,
+		"login_id_is_different": 0,
+		"login_id": None,
+		"use_imap": 0,
+		"use_ssl": 0,
+		"validate_ssl_certificate": 0,
+		"use_starttls": 0,
+		"email_server": None,
+		"incoming_port": 0,
+		"always_use_account_email_id_as_sender": 1,
+		"use_tls": 0,
+		"use_ssl_for_outgoing": 0,
+		"smtp_server": None,
+		"smtp_port": None,
+		"no_smtp_authentication": 0,
+	},
+	"GMail": {
+		"email_server": "imap.gmail.com",
+		"use_ssl": 1,
+		"smtp_server": "smtp.gmail.com",
+	},
+	"Outlook": {
+		"email_server": "imap-mail.outlook.com",
+		"use_ssl": 1,
+		"smtp_server": "smtp-mail.outlook.com",
+	},
+	"Sendgrid": {
+		"smtp_server": "smtp.sendgrid.net",
+		"smtp_port": 587,
+	},
+	"SparkPost": {
+		"smtp_server": "smtp.sparkpostmail.com",
+	},
+	"Yahoo": {
+		"email_server": "imap.mail.yahoo.com",
+		"use_ssl": 1,
+		"smtp_server": "smtp.mail.yahoo.com",
+		"smtp_port": 587,
+	},
+	"Yandex": {
+		"email_server": "imap.yandex.com",
+		"use_ssl": 1,
+		"smtp_server": "smtp.yandex.com",
+		"smtp_port": 587,
+	},
+}

crm/api/todo.py

@@ -0,0 +1,121 @@
+import jingrow
+from jingrow import _
+
+from crm.fcrm.pagetype.crm_notification.crm_notification import notify_user
+
+
+def after_insert(pg, method):
+	if pg.reference_type in ["CRM Lead", "CRM Deal"] and pg.reference_name and pg.allocated_to:
+		fieldname = "lead_owner" if pg.reference_type == "CRM Lead" else "deal_owner"
+		owner = jingrow.db.get_value(pg.reference_type, pg.reference_name, fieldname)
+		if not owner:
+			jingrow.db.set_value(
+				pg.reference_type, pg.reference_name, fieldname, pg.allocated_to, update_modified=False
+			)
+
+	if pg.reference_type in ["CRM Lead", "CRM Deal", "CRM Task"] and pg.reference_name and pg.allocated_to:
+		notify_assigned_user(pg)
+
+
+def on_update(pg, method):
+	if (
+		pg.has_value_changed("status")
+		and pg.status == "Cancelled"
+		and pg.reference_type in ["CRM Lead", "CRM Deal", "CRM Task"]
+		and pg.reference_name
+		and pg.allocated_to
+	):
+		notify_assigned_user(pg, is_cancelled=True)
+
+
+def notify_assigned_user(pg, is_cancelled=False):
+	_pg = jingrow.get_pg(pg.reference_type, pg.reference_name)
+	owner = jingrow.get_cached_value("User", jingrow.session.user, "full_name")
+	notification_text = get_notification_text(owner, pg, _pg, is_cancelled)
+
+	message = (
+		_("Your assignment on {0} {1} has been removed by {2}").format(
+			pg.reference_type, pg.reference_name, owner
+		)
+		if is_cancelled
+		else _("{0} assigned a {1} {2} to you").format(owner, pg.reference_type, pg.reference_name)
+	)
+
+	redirect_to_pagetype, redirect_to_name = get_redirect_to_pg(pg)
+
+	notify_user(
+		{
+			"owner": jingrow.session.user,
+			"assigned_to": pg.allocated_to,
+			"notification_type": "Assignment",
+			"message": message,
+			"notification_text": notification_text,
+			"reference_pagetype": pg.reference_type,
+			"reference_docname": pg.reference_name,
+			"redirect_to_pagetype": redirect_to_pagetype,
+			"redirect_to_docname": redirect_to_name,
+		}
+	)
+
+
+def get_notification_text(owner, pg, reference_pg, is_cancelled=False):
+	name = pg.reference_name
+	pagetype = pg.reference_type
+
+	if pagetype.startswith("CRM "):
+		pagetype = pagetype[4:].lower()
+
+	if pagetype in ["lead", "deal"]:
+		name = (
+			reference_pg.lead_name or name
+			if pagetype == "lead"
+			else reference_pg.organization or reference_pg.lead_name or name
+		)
+
+		if is_cancelled:
+			return f"""
+                <div class="mb-2 leading-5 text-ink-gray-5">
+                    <span>{ _('Your assignment on {0} {1} has been removed by {2}').format(
+                        pagetype,
+                        f'<span class="font-medium text-ink-gray-9">{ name }</span>',
+                        f'<span class="font-medium text-ink-gray-9">{ owner }</span>'
+                    ) }</span>
+                </div>
+            """
+
+		return f"""
+            <div class="mb-2 leading-5 text-ink-gray-5">
+                <span class="font-medium text-ink-gray-9">{ owner }</span>
+                <span>{ _('assigned a {0} {1} to you').format(
+                    pagetype,
+                    f'<span class="font-medium text-ink-gray-9">{ name }</span>'
+                ) }</span>
+            </div>
+        """
+
+	if pagetype == "task":
+		if is_cancelled:
+			return f"""
+                <div class="mb-2 leading-5 text-ink-gray-5">
+                    <span>{ _('Your assignment on task {0} has been removed by {1}').format(
+                        f'<span class="font-medium text-ink-gray-9">{ reference_pg.title }</span>',
+                        f'<span class="font-medium text-ink-gray-9">{ owner }</span>'
+                    ) }</span>
+                </div>
+            """
+		return f"""
+            <div class="mb-2 leading-5 text-ink-gray-5">
+                <span class="font-medium text-ink-gray-9">{ owner }</span>
+                <span>{ _('assigned a new task {0} to you').format(
+                    f'<span class="font-medium text-ink-gray-9">{ reference_pg.title }</span>'
+                ) }</span>
+            </div>
+        """
+
+
+def get_redirect_to_pg(pg):
+	if pg.reference_type == "CRM Task":
+		reference_pg = jingrow.get_pg(pg.reference_type, pg.reference_name)
+		return reference_pg.reference_pagetype, reference_pg.reference_docname
+
+	return pg.reference_type, pg.reference_name

crm/api/user.py

@@ -0,0 +1,84 @@
+import jingrow
+
+
+@jingrow.whitelist()
+def add_existing_users(users, role="Sales User"):
+	"""
+	Add existing users to the CRM by assigning them a role (Sales User or Sales Manager).
+	:param users: List of user names to be added
+	"""
+	jingrow.only_for(["System Manager", "Sales Manager"])
+	users = jingrow.parse_json(users)
+
+	for user in users:
+		add_user(user, role)
+
+
+@jingrow.whitelist()
+def update_user_role(user, new_role):
+	"""
+	Update the role of the user to Sales Manager, Sales User, or System Manager.
+	:param user: The name of the user
+	:param new_role: The new role to assign (Sales Manager or Sales User)
+	"""
+
+	jingrow.only_for(["System Manager", "Sales Manager"])
+
+	if new_role not in ["System Manager", "Sales Manager", "Sales User"]:
+		jingrow.throw("Cannot assign this role")
+
+	user_pg = jingrow.get_pg("User", user)
+
+	if new_role == "System Manager":
+		user_pg.append_roles("System Manager", "Sales Manager", "Sales User")
+		user_pg.set("block_modules", [])
+	if new_role == "Sales Manager":
+		user_pg.append_roles("Sales Manager", "Sales User")
+		user_pg.remove_roles("System Manager")
+	if new_role == "Sales User":
+		user_pg.append_roles("Sales User")
+		user_pg.remove_roles("Sales Manager", "System Manager")
+		update_module_in_user(user_pg, "FCRM")
+
+	user_pg.save(ignore_permissions=True)
+
+
+@jingrow.whitelist()
+def add_user(user, role):
+	"""
+	Add a user means adding role (Sales User or/and Sales Manager) to the user.
+	:param user: The name of the user to be added
+	:param role: The role to be assigned (Sales User or Sales Manager)
+	"""
+	update_user_role(user, role)
+
+
+@jingrow.whitelist()
+def remove_user(user):
+	"""
+	Remove a user means removing Sales User & Sales Manager roles from the user.
+	:param user: The name of the user to be removed
+	"""
+	jingrow.only_for(["System Manager", "Sales Manager"])
+
+	user_pg = jingrow.get_pg("User", user)
+	roles = [d.role for d in user_pg.roles]
+
+	if "Sales User" in roles:
+		user_pg.remove_roles("Sales User")
+	if "Sales Manager" in roles:
+		user_pg.remove_roles("Sales Manager")
+
+	user_pg.save(ignore_permissions=True)
+	jingrow.msgprint(f"User {user} has been removed from CRM roles.")
+
+
+def update_module_in_user(user, module):
+	block_modules = jingrow.get_all(
+		"Module Def",
+		fields=["name as module"],
+		filters={"name": ["!=", module]},
+	)
+
+	if block_modules:
+		user.set("block_modules", block_modules)

crm/api/views.py

@@ -0,0 +1,16 @@
+import jingrow
+from pypika import Criterion
+
+
+@jingrow.whitelist()
+def get_views(pagetype):
+	View = jingrow.qb.PageType("CRM View Settings")
+	query = (
+		jingrow.qb.from_(View)
+		.select("*")
+		.where(Criterion.any([View.user == "", View.user == jingrow.session.user]))
+	)
+	if pagetype:
+		query = query.where(View.dt == pagetype)
+	views = query.run(as_dict=True)
+	return views

crm/api/whatsapp.py

@@ -0,0 +1,346 @@
+import json
+
+import jingrow
+from jingrow import _
+
+from crm.api.pg import get_assigned_users
+from crm.fcrm.pagetype.crm_notification.crm_notification import notify_user
+
+
+def validate(pg, method):
+	if pg.type == "Incoming" and pg.get("from"):
+		name, pagetype = get_lead_or_deal_from_number(pg.get("from"))
+		if name != None:
+			pg.reference_pagetype = pagetype 
+			pg.reference_name = name
+
+	if pg.type == "Outgoing" and pg.get("to"):
+		name, pagetype = get_lead_or_deal_from_number(pg.get("to"))
+		if name != None:
+			pg.reference_pagetype = pagetype
+			pg.reference_name = name
+
+
+def on_update(pg, method):
+	jingrow.publish_realtime(
+		"whatsapp_message",
+		{
+			"reference_pagetype": pg.reference_pagetype,
+			"reference_name": pg.reference_name,
+		},
+	)
+
+	notify_agent(pg)
+
+
+def notify_agent(pg):
+	if pg.type == "Incoming":
+		pagetype = pg.reference_pagetype
+		if pagetype and pagetype.startswith("CRM "):
+			pagetype = pagetype[4:].lower()
+		notification_text = f"""
+            <div class="mb-2 leading-5 text-ink-gray-5">
+                <span class="font-medium text-ink-gray-9">{ _('You') }</span>
+                <span>{ _('received a whatsapp message in {0}').format(pagetype) }</span>
+                <span class="font-medium text-ink-gray-9">{ pg.reference_name }</span>
+            </div>
+        """
+		assigned_users = get_assigned_users(pg.reference_pagetype, pg.reference_name)
+		for user in assigned_users:
+			notify_user(
+				{
+					"owner": pg.owner,
+					"assigned_to": user,
+					"notification_type": "WhatsApp",
+					"message": pg.message,
+					"notification_text": notification_text,
+					"reference_pagetype": "WhatsApp Message",
+					"reference_docname": pg.name,
+					"redirect_to_pagetype": pg.reference_pagetype,
+					"redirect_to_docname": pg.reference_name,
+				}
+			)
+
+
+def get_lead_or_deal_from_number(number):
+	"""Get lead/deal from the given number."""
+
+	def find_record(pagetype, mobile_no, where=""):
+		mobile_no = parse_mobile_no(mobile_no)
+
+		query = f"""
+            SELECT name, mobile_no
+            FROM `tab{pagetype}`
+            WHERE CONCAT('+', REGEXP_REPLACE(mobile_no, '[^0-9]', '')) = {mobile_no}
+        """
+
+		data = jingrow.db.sql(query + where, as_dict=True)
+		return data[0].name if data else None
+
+	pagetype = "CRM Deal"
+
+	pg = find_record(pagetype, number) or None
+	if not pg:
+		pagetype = "CRM Lead"
+		pg = find_record(pagetype, number, "AND converted is not True")
+		if not pg:
+			pg = find_record(pagetype, number)
+
+	return pg, pagetype
+
+
+def parse_mobile_no(mobile_no: str):
+	"""Parse mobile number to remove spaces, brackets, etc.
+	>>> parse_mobile_no("+91 (766) 667 6666")
+	... "+917666676666"
+	"""
+	return "".join([c for c in mobile_no if c.isdigit() or c == "+"])
+
+
+@jingrow.whitelist()
+def is_whatsapp_enabled():
+	if not jingrow.db.exists("PageType", "WhatsApp Settings"):
+		return False
+	return jingrow.get_cached_value("WhatsApp Settings", "WhatsApp Settings", "enabled")
+
+
+@jingrow.whitelist()
+def is_whatsapp_installed():
+	if not jingrow.db.exists("PageType", "WhatsApp Settings"):
+		return False
+	return True
+
+
+@jingrow.whitelist()
+def get_whatsapp_messages(reference_pagetype, reference_name):
+	# twilio integration app is not compatible with crm app
+	# crm has its own twilio integration in built
+	if "twilio_integration" in jingrow.get_installed_apps():
+		return []
+	if not jingrow.db.exists("PageType", "WhatsApp Message"):
+		return []
+	messages = []
+
+	if reference_pagetype == "CRM Deal":
+		lead = jingrow.db.get_value(reference_pagetype, reference_name, "lead")
+		if lead:
+			messages = jingrow.get_all(
+				"WhatsApp Message",
+				filters={
+					"reference_pagetype": "CRM Lead",
+					"reference_name": lead,
+				},
+				fields=[
+					"name",
+					"type",
+					"to",
+					"from",
+					"content_type",
+					"message_type",
+					"attach",
+					"template",
+					"use_template",
+					"message_id",
+					"is_reply",
+					"reply_to_message_id",
+					"creation",
+					"message",
+					"status",
+					"reference_pagetype",
+					"reference_name",
+					"template_parameters",
+					"template_header_parameters",
+				],
+			)
+
+	messages += jingrow.get_all(
+		"WhatsApp Message",
+		filters={
+			"reference_pagetype": reference_pagetype,
+			"reference_name": reference_name,
+		},
+		fields=[
+			"name",
+			"type",
+			"to",
+			"from",
+			"content_type",
+			"message_type",
+			"attach",
+			"template",
+			"use_template",
+			"message_id",
+			"is_reply",
+			"reply_to_message_id",
+			"creation",
+			"message",
+			"status",
+			"reference_pagetype",
+			"reference_name",
+			"template_parameters",
+			"template_header_parameters",
+		],
+	)
+
+	# Filter messages to get only Template messages
+	template_messages = [message for message in messages if message["message_type"] == "Template"]
+
+	# Iterate through template messages
+	for template_message in template_messages:
+		# Find the template that this message is using
+		template = jingrow.get_pg("WhatsApp Templates", template_message["template"])
+
+		# If the template is found, add the template details to the template message
+		if template:
+			template_message["template_name"] = template.template_name
+			if template_message["template_parameters"]:
+				parameters = json.loads(template_message["template_parameters"])
+				template.template = parse_template_parameters(template.template, parameters)
+
+			template_message["template"] = template.template
+			if template_message["template_header_parameters"]:
+				header_parameters = json.loads(template_message["template_header_parameters"])
+				template.header = parse_template_parameters(template.header, header_parameters)
+			template_message["header"] = template.header
+			template_message["footer"] = template.footer
+
+	# Filter messages to get only reaction messages
+	reaction_messages = [message for message in messages if message["content_type"] == "reaction"]
+
+	# Iterate through reaction messages
+	for reaction_message in reaction_messages:
+		# Find the message that this reaction is reacting to
+		reacted_message = next(
+			(m for m in messages if m["message_id"] == reaction_message["reply_to_message_id"]),
+			None,
+		)
+
+		# If the reacted message is found, add the reaction to it
+		if reacted_message:
+			reacted_message["reaction"] = reaction_message["message"]
+
+	for message in messages:
+		from_name = get_from_name(message) if message["from"] else _("You")
+		message["from_name"] = from_name
+	# Filter messages to get only replies
+	reply_messages = [message for message in messages if message["is_reply"]]
+
+	# Iterate through reply messages
+	for reply_message in reply_messages:
+		# Find the message that this message is replying to
+		replied_message = next(
+			(m for m in messages if m["message_id"] == reply_message["reply_to_message_id"]),
+			None,
+		)
+
+		# If the replied message is found, add the reply details to the reply message
+		from_name = get_from_name(reply_message) if replied_message["from"] else _("You")
+		if replied_message:
+			message = replied_message["message"]
+			if replied_message["message_type"] == "Template":
+				message = replied_message["template"]
+			reply_message["reply_message"] = message
+			reply_message["header"] = replied_message.get("header") or ""
+			reply_message["footer"] = replied_message.get("footer") or ""
+			reply_message["reply_to"] = replied_message["name"]
+			reply_message["reply_to_type"] = replied_message["type"]
+			reply_message["reply_to_from"] = from_name
+
+	return [message for message in messages if message["content_type"] != "reaction"]
+
+
+@jingrow.whitelist()
+def create_whatsapp_message(
+	reference_pagetype,
+	reference_name,
+	message,
+	to,
+	attach,
+	reply_to,
+	content_type="text",
+):
+	pg = jingrow.new_pg("WhatsApp Message")
+
+	if reply_to:
+		reply_pg = jingrow.get_pg("WhatsApp Message", reply_to)
+		pg.update(
+			{
+				"is_reply": True,
+				"reply_to_message_id": reply_pg.message_id,
+			}
+		)
+
+	pg.update(
+		{
+			"reference_pagetype": reference_pagetype,
+			"reference_name": reference_name,
+			"message": message or attach,
+			"to": to,
+			"attach": attach,
+			"content_type": content_type,
+		}
+	)
+	pg.insert(ignore_permissions=True)
+	return pg.name
+
+
+@jingrow.whitelist()
+def send_whatsapp_template(reference_pagetype, reference_name, template, to):
+	pg = jingrow.new_pg("WhatsApp Message")
+	pg.update(
+		{
+			"reference_pagetype": reference_pagetype,
+			"reference_name": reference_name,
+			"message_type": "Template",
+			"message": "Template message",
+			"content_type": "text",
+			"use_template": True,
+			"template": template,
+			"to": to,
+		}
+	)
+	pg.insert(ignore_permissions=True)
+	return pg.name
+
+
+@jingrow.whitelist()
+def react_on_whatsapp_message(emoji, reply_to_name):
+	reply_to_pg = jingrow.get_pg("WhatsApp Message", reply_to_name)
+	to = reply_to_pg.type == "Incoming" and reply_to_pg.get("from") or reply_to_pg.to
+	pg = jingrow.new_pg("WhatsApp Message")
+	pg.update(
+		{
+			"reference_pagetype": reply_to_pg.reference_pagetype,
+			"reference_name": reply_to_pg.reference_name,
+			"message": emoji,
+			"to": to,
+			"reply_to_message_id": reply_to_pg.message_id,
+			"content_type": "reaction",
+		}
+	)
+	pg.insert(ignore_permissions=True)
+	return pg.name
+
+
+def parse_template_parameters(string, parameters):
+	for i, parameter in enumerate(parameters, start=1):
+		placeholder = "{{" + str(i) + "}}"
+		string = string.replace(placeholder, parameter)
+
+	return string
+
+
+def get_from_name(message):
+	pg = jingrow.get_pg(message["reference_pagetype"], message["reference_name"])
+	from_name = ""
+	if message["reference_pagetype"] == "CRM Deal":
+		if pg.get("contacts"):
+			for c in pg.get("contacts"):
+				if c.is_primary:
+					from_name = c.full_name or c.mobile_no
+					break
+		else:
+			from_name = pg.get("lead_name")
+	else:
+		from_name = " ".join(filter(None, [pg.get("first_name"), pg.get("last_name")]))
+	return from_name

crm/crowdin.yml

@@ -0,0 +1,8 @@
+files:
+  - source: /crm/locale/main.pot
+    translation: /crm/locale/%two_letters_code%.po
+pull_request_title: "chore: sync translations from crowdin"
+pull_request_labels:
+  - translation
+commit_message: "chore: %language% translations"
+append_commit_message: false

crm/fcrm/pagetype/crm_call_log/crm_call_log.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2023, JINGROW and contributors
+// For license information, please see license.txt
+
+// jingrow.ui.form.on("CRM Call Log", {
+// 	refresh(frm) {
+
+// 	},
+// });

crm/fcrm/pagetype/crm_call_log/crm_call_log.json

@@ -0,0 +1,195 @@
+{
+ "actions": [],
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "field:id",
+ "creation": "2023-08-28 00:23:36.229137",
+ "default_view": "List",
+ "pagetype": "PageType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "telephony_medium",
+  "section_break_gyqe",
+  "id",
+  "from",
+  "status",
+  "duration",
+  "medium",
+  "start_time",
+  "reference_pagetype",
+  "reference_docname",
+  "column_break_ufnp",
+  "to",
+  "type",
+  "receiver",
+  "caller",
+  "recording_url",
+  "end_time",
+  "note",
+  "section_break_kebz",
+  "links"
+ ],
+ "fields": [
+  {
+   "fieldname": "id",
+   "fieldtype": "Data",
+   "label": "ID",
+   "unique": 1
+  },
+  {
+   "fieldname": "from",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "From",
+   "reqd": 1
+  },
+  {
+   "fieldname": "status",
+   "fieldtype": "Select",
+   "label": "Status",
+   "options": "Initiated\nRinging\nIn Progress\nCompleted\nFailed\nBusy\nNo Answer\nQueued\nCanceled",
+   "reqd": 1
+  },
+  {
+   "fieldname": "start_time",
+   "fieldtype": "Datetime",
+   "label": "Start Time"
+  },
+  {
+   "fieldname": "medium",
+   "fieldtype": "Data",
+   "label": "Medium"
+  },
+  {
+   "fieldname": "column_break_ufnp",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "type",
+   "fieldtype": "Select",
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Type",
+   "options": "Incoming\nOutgoing",
+   "reqd": 1
+  },
+  {
+   "fieldname": "to",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "To",
+   "reqd": 1
+  },
+  {
+   "description": "Call duration in seconds",
+   "fieldname": "duration",
+   "fieldtype": "Duration",
+   "in_list_view": 1,
+   "label": "Duration"
+  },
+  {
+   "fieldname": "recording_url",
+   "fieldtype": "Data",
+   "label": "Recording URL"
+  },
+  {
+   "fieldname": "end_time",
+   "fieldtype": "Datetime",
+   "label": "End Time"
+  },
+  {
+   "fieldname": "note",
+   "fieldtype": "Link",
+   "label": "Note",
+   "options": "FCRM Note"
+  },
+  {
+   "depends_on": "eval:pg.type == 'Incoming'",
+   "fieldname": "receiver",
+   "fieldtype": "Link",
+   "label": "Call Received By",
+   "options": "User"
+  },
+  {
+   "depends_on": "eval:pg.type == 'Outgoing'",
+   "fieldname": "caller",
+   "fieldtype": "Link",
+   "label": "Caller",
+   "options": "User"
+  },
+  {
+   "default": "CRM Lead",
+   "fieldname": "reference_pagetype",
+   "fieldtype": "Link",
+   "label": "Reference Document Type",
+   "options": "PageType"
+  },
+  {
+   "fieldname": "reference_docname",
+   "fieldtype": "Dynamic Link",
+   "label": "Reference Name",
+   "options": "reference_pagetype"
+  },
+  {
+   "fieldname": "section_break_kebz",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "links",
+   "fieldtype": "Table",
+   "label": "Links",
+   "options": "Dynamic Link"
+  },
+  {
+   "fieldname": "telephony_medium",
+   "fieldtype": "Select",
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Telephony Medium",
+   "options": "\nManual\nTwilio\nExotel",
+   "read_only": 1
+  },
+  {
+   "fieldname": "section_break_gyqe",
+   "fieldtype": "Section Break"
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2025-04-01 16:01:54.479309",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Call Log",
+ "naming_rule": "By fieldname",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Sales User",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Sales Manager",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/pagetype/crm_call_log/crm_call_log.py

@@ -0,0 +1,214 @@
+# Copyright (c) 2023, JINGROW and contributors
+# For license information, please see license.txt
+
+import jingrow
+from jingrow.model.page import Page
+
+from crm.integrations.api import get_contact_by_phone_number
+from crm.utils import seconds_to_duration
+
+
+class CRMCallLog(Page):
+	@staticmethod
+	def default_list_data():
+		columns = [
+			{
+				"label": "Caller",
+				"type": "Link",
+				"key": "caller",
+				"options": "User",
+				"width": "9rem",
+			},
+			{
+				"label": "Receiver",
+				"type": "Link",
+				"key": "receiver",
+				"options": "User",
+				"width": "9rem",
+			},
+			{
+				"label": "Type",
+				"type": "Select",
+				"key": "type",
+				"width": "9rem",
+			},
+			{
+				"label": "Status",
+				"type": "Select",
+				"key": "status",
+				"width": "9rem",
+			},
+			{
+				"label": "Duration",
+				"type": "Duration",
+				"key": "duration",
+				"width": "6rem",
+			},
+			{
+				"label": "From (number)",
+				"type": "Data",
+				"key": "from",
+				"width": "9rem",
+			},
+			{
+				"label": "To (number)",
+				"type": "Data",
+				"key": "to",
+				"width": "9rem",
+			},
+			{
+				"label": "Created On",
+				"type": "Datetime",
+				"key": "creation",
+				"width": "8rem",
+			},
+		]
+		rows = [
+			"name",
+			"caller",
+			"receiver",
+			"type",
+			"status",
+			"duration",
+			"from",
+			"to",
+			"note",
+			"recording_url",
+			"reference_pagetype",
+			"reference_docname",
+			"creation",
+		]
+		return {"columns": columns, "rows": rows}
+
+	def parse_list_data(calls):
+		return [parse_call_log(call) for call in calls] if calls else []
+
+	def has_link(self, pagetype, name):
+		for link in self.links:
+			if link.link_pagetype == pagetype and link.link_name == name:
+				return True
+
+	def link_with_reference_pg(self, reference_pagetype, reference_name):
+		if self.has_link(reference_pagetype, reference_name):
+			return
+
+		self.append("links", {"link_pagetype": reference_pagetype, "link_name": reference_name})
+
+
+def parse_call_log(call):
+	call["show_recording"] = False
+	call["_duration"] = seconds_to_duration(call.get("duration"))
+	if call.get("type") == "Incoming":
+		call["activity_type"] = "incoming_call"
+		contact = get_contact_by_phone_number(call.get("from"))
+		receiver = (
+			jingrow.db.get_values("User", call.get("receiver"), ["full_name", "user_image"])[0]
+			if call.get("receiver")
+			else [None, None]
+		)
+		call["_caller"] = {
+			"label": contact.get("full_name", "Unknown"),
+			"image": contact.get("image"),
+		}
+		call["_receiver"] = {
+			"label": receiver[0],
+			"image": receiver[1],
+		}
+	elif call.get("type") == "Outgoing":
+		call["activity_type"] = "outgoing_call"
+		contact = get_contact_by_phone_number(call.get("to"))
+		caller = (
+			jingrow.db.get_values("User", call.get("caller"), ["full_name", "user_image"])[0]
+			if call.get("caller")
+			else [None, None]
+		)
+		call["_caller"] = {
+			"label": caller[0],
+			"image": caller[1],
+		}
+		call["_receiver"] = {
+			"label": contact.get("full_name", "Unknown"),
+			"image": contact.get("image"),
+		}
+
+	return call
+
+
+@jingrow.whitelist()
+def get_call_log(name):
+	call = jingrow.get_cached_pg(
+		"CRM Call Log",
+		name,
+		fields=[
+			"name",
+			"caller",
+			"receiver",
+			"duration",
+			"type",
+			"status",
+			"from",
+			"to",
+			"note",
+			"recording_url",
+			"reference_pagetype",
+			"reference_docname",
+			"creation",
+		],
+	).as_dict()
+
+	call = parse_call_log(call)
+
+	notes = []
+	tasks = []
+
+	if call.get("note"):
+		note = jingrow.get_cached_pg("FCRM Note", call.get("note")).as_dict()
+		notes.append(note)
+
+	if call.get("reference_pagetype") and call.get("reference_docname"):
+		if call.get("reference_pagetype") == "CRM Lead":
+			call["_lead"] = call.get("reference_docname")
+		elif call.get("reference_pagetype") == "CRM Deal":
+			call["_deal"] = call.get("reference_docname")
+
+	if call.get("links"):
+		for link in call.get("links"):
+			if link.get("link_pagetype") == "CRM Task":
+				task = jingrow.get_cached_pg("CRM Task", link.get("link_name")).as_dict()
+				tasks.append(task)
+			elif link.get("link_pagetype") == "FCRM Note":
+				note = jingrow.get_cached_pg("FCRM Note", link.get("link_name")).as_dict()
+				notes.append(note)
+			elif link.get("link_pagetype") == "CRM Lead":
+				call["_lead"] = link.get("link_name")
+			elif link.get("link_pagetype") == "CRM Deal":
+				call["_deal"] = link.get("link_name")
+
+	call["_tasks"] = tasks
+	call["_notes"] = notes
+	return call
+
+
+@jingrow.whitelist()
+def create_lead_from_call_log(call_log, lead_details=None):
+	lead = jingrow.new_pg("CRM Lead")
+	lead_details = jingrow.parse_json(lead_details or "{}")
+
+	if not lead_details.get("lead_owner"):
+		lead_details["lead_owner"] = jingrow.session.user
+	if not lead_details.get("mobile_no"):
+		lead_details["mobile_no"] = call_log.get("from") or ""
+	if not lead_details.get("first_name"):
+		lead_details["first_name"] = "Lead from call " + (
+			lead_details.get("mobile_no") or call_log.get("name")
+		)
+
+	lead.update(lead_details)
+	lead.save(ignore_permissions=True)
+
+	# link call log with lead
+	call_log = jingrow.get_pg("CRM Call Log", call_log.get("name"))
+	call_log.link_with_reference_pg("CRM Lead", lead.name)
+	call_log.save(ignore_permissions=True)
+
+	return lead.name

crm/fcrm/pagetype/crm_call_log/test_crm_call_log.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2023, JINGROW and Contributors
+# See license.txt
+
+# import jingrow
+from jingrow.tests import UnitTestCase
+
+
+class TestCRMCallLog(UnitTestCase):
+	pass

crm/fcrm/pagetype/crm_communication_status/crm_communication_status.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2023, JINGROW and contributors
+// For license information, please see license.txt
+
+// jingrow.ui.form.on("CRM Communication Status", {
+// 	refresh(frm) {
+
+// 	},
+// });

crm/fcrm/pagetype/crm_communication_status/crm_communication_status.json

@@ -0,0 +1,59 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "autoname": "field:status",
+ "creation": "2023-12-13 13:25:07.213100",
+ "pagetype": "PageType",
+ "engine": "InnoDB",
+ "field_order": [
+  "status"
+ ],
+ "fields": [
+  {
+   "fieldname": "status",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Status",
+   "reqd": 1,
+   "unique": 1
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2024-01-19 21:55:17.952032",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Communication Status",
+ "naming_rule": "By fieldname",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Sales User",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Sales Manager",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "quick_entry": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/pagetype/crm_communication_status/crm_communication_status.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2023, JINGROW and contributors
+# For license information, please see license.txt
+
+# import jingrow
+from jingrow.model.page import Page
+
+
+class CRMCommunicationStatus(Page):
+	pass

crm/fcrm/pagetype/crm_communication_status/test_crm_communication_status.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2023, JINGROW and Contributors
+# See license.txt
+
+# import jingrow
+from jingrow.tests import UnitTestCase
+
+
+class TestCRMCommunicationStatus(UnitTestCase):
+	pass

crm/fcrm/pagetype/crm_contacts/crm_contacts.json

@@ -0,0 +1,91 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2023-08-25 19:08:36.356133",
+ "pagetype": "PageType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "contact",
+  "full_name",
+  "email",
+  "column_break_uvny",
+  "gender",
+  "mobile_no",
+  "phone",
+  "is_primary"
+ ],
+ "fields": [
+  {
+   "fieldname": "contact",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Contact",
+   "options": "Contact"
+  },
+  {
+   "fetch_from": "contact.full_name",
+   "fieldname": "full_name",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Full Name",
+   "read_only": 1
+  },
+  {
+   "fetch_from": "contact.email_id",
+   "fieldname": "email",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Email",
+   "read_only": 1
+  },
+  {
+   "fieldname": "column_break_uvny",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fetch_from": "contact.mobile_no",
+   "fieldname": "mobile_no",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Mobile No",
+   "options": "Phone",
+   "read_only": 1
+  },
+  {
+   "fetch_from": "contact.phone",
+   "fieldname": "phone",
+   "fieldtype": "Data",
+   "label": "Phone",
+   "options": "Phone",
+   "read_only": 1
+  },
+  {
+   "fetch_from": "contact.gender",
+   "fieldname": "gender",
+   "fieldtype": "Link",
+   "label": "Gender",
+   "options": "Gender",
+   "read_only": 1
+  },
+  {
+   "default": "0",
+   "fieldname": "is_primary",
+   "fieldtype": "Check",
+   "in_list_view": 1,
+   "label": "Is Primary"
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2023-11-12 14:58:18.846919",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Contacts",
+ "owner": "Administrator",
+ "permissions": [],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/pagetype/crm_contacts/crm_contacts.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2023, JINGROW and contributors
+# For license information, please see license.txt
+
+# import jingrow
+from jingrow.model.page import Page
+
+
+class CRMContacts(Page):
+	pass

crm/fcrm/pagetype/crm_dashboard/crm_dashboard.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2025, JINGROW and contributors
+// For license information, please see license.txt
+
+// jingrow.ui.form.on("CRM Dashboard", {
+// 	refresh(frm) {
+
+// 	},
+// });

crm/fcrm/pagetype/crm_dashboard/crm_dashboard.json

@@ -0,0 +1,105 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "autoname": "field:title",
+ "creation": "2025-07-14 12:19:49.725022",
+ "pagetype": "PageType",
+ "engine": "InnoDB",
+ "field_order": [
+  "title",
+  "private",
+  "column_break_exbw",
+  "user",
+  "section_break_hfza",
+  "layout"
+ ],
+ "fields": [
+  {
+   "fieldname": "column_break_exbw",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "section_break_hfza",
+   "fieldtype": "Section Break"
+  },
+  {
+   "default": "[]",
+   "fieldname": "layout",
+   "fieldtype": "Code",
+   "label": "Layout",
+   "options": "JSON"
+  },
+  {
+   "fieldname": "title",
+   "fieldtype": "Data",
+   "label": "Name",
+   "unique": 1
+  },
+  {
+   "depends_on": "private",
+   "fieldname": "user",
+   "fieldtype": "Link",
+   "label": "User",
+   "mandatory_depends_on": "private",
+   "options": "User"
+  },
+  {
+   "default": "0",
+   "fieldname": "private",
+   "fieldtype": "Check",
+   "label": "Private"
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2025-07-14 12:36:10.831351",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Dashboard",
+ "naming_rule": "By fieldname",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Sales Manager",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Sales User",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "row_format": "Dynamic",
+ "sort_field": "creation",
+ "sort_order": "DESC",
+ "states": [],
+ "title_field": "title"
+}

crm/fcrm/pagetype/crm_dashboard/crm_dashboard.py

@@ -0,0 +1,34 @@
+# Copyright (c) 2025, JINGROW and contributors
+# For license information, please see license.txt
+
+import jingrow
+from jingrow import _
+from jingrow.model.page import Page
+
+
+class CRMDashboard(Page):
+	pass
+
+
+def default_manager_dashboard_layout():
+	"""
+	Returns the default layout for the CRM Manager Dashboard.
+	"""
+	return '[{"name":"total_leads","type":"number_chart","tooltip":"Total number of leads","layout":{"x":0,"y":0,"w":4,"h":3,"i":"total_leads"}},{"name":"ongoing_deals","type":"number_chart","tooltip":"Total number of ongoing deals","layout":{"x":8,"y":0,"w":4,"h":3,"i":"ongoing_deals"}},{"name":"won_deals","type":"number_chart","tooltip":"Total number of won deals","layout":{"x":12,"y":0,"w":4,"h":3,"i":"won_deals"}},{"name":"average_won_deal_value","type":"number_chart","tooltip":"Average value of won deals","layout":{"x":16,"y":0,"w":4,"h":3,"i":"average_won_deal_value"}},{"name":"average_deal_value","type":"number_chart","tooltip":"Average deal value of ongoing and won deals","layout":{"x":0,"y":2,"w":4,"h":3,"i":"average_deal_value"}},{"name":"average_time_to_close_a_lead","type":"number_chart","tooltip":"Average time taken to close a lead","layout":{"x":4,"y":0,"w":4,"h":3,"i":"average_time_to_close_a_lead"}},{"name":"average_time_to_close_a_deal","type":"number_chart","layout":{"x":4,"y":2,"w":4,"h":3,"i":"average_time_to_close_a_deal"}},{"name":"spacer","type":"spacer","layout":{"x":8,"y":2,"w":12,"h":3,"i":"spacer"}},{"name":"sales_trend","type":"axis_chart","layout":{"x":0,"y":4,"w":10,"h":9,"i":"sales_trend"}},{"name":"forecasted_revenue","type":"axis_chart","layout":{"x":10,"y":4,"w":10,"h":9,"i":"forecasted_revenue"}},{"name":"funnel_conversion","type":"axis_chart","layout":{"x":0,"y":11,"w":10,"h":9,"i":"funnel_conversion"}},{"name":"deals_by_stage_donut","type":"donut_chart","layout":{"x":10,"y":11,"w":10,"h":9,"i":"deals_by_stage_donut"}},{"name":"lost_deal_reasons","type":"axis_chart","layout":{"x":0,"y":32,"w":20,"h":9,"i":"lost_deal_reasons"}},{"name":"leads_by_source","type":"donut_chart","layout":{"x":0,"y":18,"w":10,"h":9,"i":"leads_by_source"}},{"name":"deals_by_source","type":"donut_chart","layout":{"x":10,"y":18,"w":10,"h":9,"i":"deals_by_source"}},{"name":"deals_by_territory","type":"axis_chart","layout":{"x":0,"y":25,"w":10,"h":9,"i":"deals_by_territory"}},{"name":"deals_by_salesperson","type":"axis_chart","layout":{"x":10,"y":25,"w":10,"h":9,"i":"deals_by_salesperson"}}]'
+
+
+def create_default_manager_dashboard(force=False):
+	"""
+	Creates the default CRM Manager Dashboard if it does not exist.
+	"""
+	if not jingrow.db.exists("CRM Dashboard", "Manager Dashboard"):
+		pg = jingrow.new_pg("CRM Dashboard")
+		pg.title = "Manager Dashboard"
+		pg.layout = default_manager_dashboard_layout()
+		pg.insert(ignore_permissions=True)
+	else:
+		pg = jingrow.get_pg("CRM Dashboard", "Manager Dashboard")
+		if force:
+			pg.layout = default_manager_dashboard_layout()
+			pg.save(ignore_permissions=True)
+	return pg.layout

crm/fcrm/pagetype/crm_dashboard/test_crm_dashboard.py

@@ -0,0 +1,30 @@
+# Copyright (c) 2025, JINGROW and Contributors
+# See license.txt
+
+# import jingrow
+from jingrow.tests import IntegrationTestCase, UnitTestCase
+
+
+# On IntegrationTestCase, the pagetype test records and all
+# link-field test record dependencies are recursively loaded
+# Use these module variables to add/remove to/from that list
+EXTRA_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
+IGNORE_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
+
+
+class UnitTestCRMDashboard(UnitTestCase):
+	"""
+	Unit tests for CRMDashboard.
+	Use this class for testing individual functions and methods.
+	"""
+
+	pass
+
+
+class IntegrationTestCRMDashboard(IntegrationTestCase):
+	"""
+	Integration tests for CRMDashboard.
+	Use this class for testing interactions between multiple components.
+	"""
+
+	pass

crm/fcrm/pagetype/crm_deal/api.py

@@ -0,0 +1,29 @@
+import jingrow
+
+
+@jingrow.whitelist()
+def get_deal_contacts(name):
+	contacts = jingrow.get_all(
+		"CRM Contacts",
+		filters={"parenttype": "CRM Deal", "parent": name},
+		fields=["contact", "is_primary"],
+		distinct=True,
+	)
+	deal_contacts = []
+	for contact in contacts:
+		if not contact.contact:
+			continue
+
+		is_primary = contact.is_primary
+		contact = jingrow.get_pg("Contact", contact.contact).as_dict()
+
+		_contact = {
+			"name": contact.name,
+			"image": contact.image,
+			"full_name": contact.full_name,
+			"email": contact.email_id,
+			"mobile_no": contact.mobile_no,
+			"is_primary": is_primary,
+		}
+		deal_contacts.append(_contact)
+	return deal_contacts

crm/fcrm/pagetype/crm_deal/crm_deal.js

@@ -0,0 +1,72 @@
+// Copyright (c) 2023, JINGROW and contributors
+// For license information, please see license.txt
+
+jingrow.ui.form.on("CRM Deal", {
+	refresh(frm) {
+		frm.add_web_link(`/crm/deals/${frm.pg.name}`, __("Open in Portal"));
+	},
+	update_total: function (frm) {
+		let total = 0;
+		let total_qty = 0;
+		let net_total = 0;
+		frm.pg.products.forEach((d) => {
+			total += d.amount;
+			total_qty += d.qty;
+			net_total += d.net_amount;
+		});
+
+		jingrow.model.set_value(frm.pagetype, frm.docname, "total", total);
+		jingrow.model.set_value(
+			frm.pagetype,
+			frm.docname,
+			"net_total",
+			net_total || total
+		);
+	}
+});
+
+jingrow.ui.form.on("CRM Products", {
+	products_add: function (frm, cdt, cdn) {
+		frm.trigger("update_total");
+	},
+	products_remove: function (frm, cdt, cdn) {
+		frm.trigger("update_total");
+	},
+	product_code: function (frm, cdt, cdn) {
+		let d = jingrow.get_pg(cdt, cdn);
+		jingrow.model.set_value(cdt, cdn, "product_name", d.product_code);
+	},
+	rate: function (frm, cdt, cdn) {
+		let d = jingrow.get_pg(cdt, cdn);
+		if (d.rate && d.qty) {
+			jingrow.model.set_value(cdt, cdn, "amount", d.rate * d.qty);
+		}
+		frm.trigger("update_total");
+	},
+	qty: function (frm, cdt, cdn) {
+		let d = jingrow.get_pg(cdt, cdn);
+		if (d.rate && d.qty) {
+			jingrow.model.set_value(cdt, cdn, "amount", d.rate * d.qty);
+		}
+		frm.trigger("update_total");
+	},
+	discount_percentage: function (frm, cdt, cdn) {
+		let d = jingrow.get_pg(cdt, cdn);
+		if (d.discount_percentage && d.amount) {
+			discount_amount = (d.discount_percentage / 100) * d.amount;
+			jingrow.model.set_value(
+				cdt,
+				cdn,
+				"discount_amount",
+				discount_amount
+			);
+			jingrow.model.set_value(
+				cdt,
+				cdn,
+				"net_amount",
+				d.amount - discount_amount
+			);
+		}
+		frm.trigger("update_total");
+	}
+});

crm/fcrm/pagetype/crm_deal/crm_deal.json

@@ -0,0 +1,474 @@
+{
+ "actions": [],
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "naming_series:",
+ "creation": "2023-11-06 17:56:25.210449",
+ "pagetype": "PageType",
+ "engine": "InnoDB",
+ "field_order": [
+  "organization_tab",
+  "naming_series",
+  "organization",
+  "next_step",
+  "column_break_ijan",
+  "status",
+  "deal_owner",
+  "lost_reason",
+  "lost_notes",
+  "section_break_jgpm",
+  "probability",
+  "expected_deal_value",
+  "deal_value",
+  "column_break_kpxa",
+  "expected_closure_date",
+  "closed_date",
+  "contacts_tab",
+  "contacts",
+  "contact",
+  "lead_details_tab",
+  "lead",
+  "source",
+  "column_break_wsde",
+  "lead_name",
+  "organization_details_section",
+  "organization_name",
+  "website",
+  "no_of_employees",
+  "job_title",
+  "column_break_xbyf",
+  "territory",
+  "currency",
+  "exchange_rate",
+  "annual_revenue",
+  "industry",
+  "person_section",
+  "salutation",
+  "first_name",
+  "last_name",
+  "column_break_xjmy",
+  "email",
+  "mobile_no",
+  "phone",
+  "gender",
+  "products_tab",
+  "products",
+  "section_break_ccbj",
+  "total",
+  "column_break_udbq",
+  "net_total",
+  "sla_tab",
+  "sla",
+  "sla_creation",
+  "column_break_pfvq",
+  "sla_status",
+  "communication_status",
+  "response_details_section",
+  "response_by",
+  "column_break_hpvj",
+  "first_response_time",
+  "first_responded_on",
+  "log_tab",
+  "status_change_log"
+ ],
+ "fields": [
+  {
+   "fieldname": "organization",
+   "fieldtype": "Link",
+   "label": "Organization",
+   "options": "CRM Organization"
+  },
+  {
+   "fieldname": "probability",
+   "fieldtype": "Percent",
+   "label": "Probability"
+  },
+  {
+   "fetch_from": ".annual_revenue",
+   "fieldname": "annual_revenue",
+   "fieldtype": "Currency",
+   "label": "Annual Revenue",
+   "options": "currency"
+  },
+  {
+   "fetch_from": ".website",
+   "fieldname": "website",
+   "fieldtype": "Data",
+   "label": "Website"
+  },
+  {
+   "fieldname": "next_step",
+   "fieldtype": "Data",
+   "label": "Next Step"
+  },
+  {
+   "fieldname": "lead",
+   "fieldtype": "Link",
+   "label": "Lead",
+   "options": "CRM Lead"
+  },
+  {
+   "fieldname": "deal_owner",
+   "fieldtype": "Link",
+   "label": "Deal Owner",
+   "options": "User"
+  },
+  {
+   "default": "CRM-DEAL-.YYYY.-",
+   "fieldname": "naming_series",
+   "fieldtype": "Select",
+   "label": "Naming Series",
+   "options": "CRM-DEAL-.YYYY.-"
+  },
+  {
+   "fieldname": "contacts_tab",
+   "fieldtype": "Tab Break",
+   "label": "Contacts"
+  },
+  {
+   "fieldname": "email",
+   "fieldtype": "Data",
+   "label": "Primary Email",
+   "options": "Email"
+  },
+  {
+   "fieldname": "mobile_no",
+   "fieldtype": "Data",
+   "label": "Primary Mobile No",
+   "options": "Phone"
+  },
+  {
+   "default": "Qualification",
+   "fieldname": "status",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Status",
+   "options": "CRM Deal Status",
+   "reqd": 1,
+   "search_index": 1
+  },
+  {
+   "fieldname": "contacts",
+   "fieldtype": "Table",
+   "label": "Contacts",
+   "options": "CRM Contacts"
+  },
+  {
+   "fieldname": "organization_tab",
+   "fieldtype": "Tab Break",
+   "label": "Organization"
+  },
+  {
+   "fieldname": "sla_tab",
+   "fieldtype": "Tab Break",
+   "label": "SLA",
+   "read_only": 1
+  },
+  {
+   "fieldname": "sla",
+   "fieldtype": "Link",
+   "label": "SLA",
+   "options": "CRM Service Level Agreement"
+  },
+  {
+   "fieldname": "response_by",
+   "fieldtype": "Datetime",
+   "label": "Response By",
+   "read_only": 1
+  },
+  {
+   "fieldname": "column_break_pfvq",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "sla_status",
+   "fieldtype": "Select",
+   "label": "SLA Status",
+   "options": "\nFirst Response Due\nFailed\nFulfilled",
+   "read_only": 1
+  },
+  {
+   "fieldname": "sla_creation",
+   "fieldtype": "Datetime",
+   "label": "SLA Creation",
+   "read_only": 1
+  },
+  {
+   "fieldname": "response_details_section",
+   "fieldtype": "Section Break",
+   "label": "Response Details"
+  },
+  {
+   "fieldname": "column_break_hpvj",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "first_response_time",
+   "fieldtype": "Duration",
+   "label": "First Response Time",
+   "read_only": 1
+  },
+  {
+   "fieldname": "first_responded_on",
+   "fieldtype": "Datetime",
+   "label": "First Responded On",
+   "read_only": 1
+  },
+  {
+   "default": "Open",
+   "fieldname": "communication_status",
+   "fieldtype": "Link",
+   "label": "Communication Status",
+   "options": "CRM Communication Status"
+  },
+  {
+   "fetch_from": ".territory",
+   "fieldname": "territory",
+   "fieldtype": "Link",
+   "label": "Territory",
+   "options": "CRM Territory"
+  },
+  {
+   "fieldname": "source",
+   "fieldtype": "Link",
+   "label": "Source",
+   "options": "CRM Lead Source"
+  },
+  {
+   "fieldname": "no_of_employees",
+   "fieldtype": "Select",
+   "label": "No. of Employees",
+   "options": "1-10\n11-50\n51-200\n201-500\n501-1000\n1000+"
+  },
+  {
+   "fieldname": "job_title",
+   "fieldtype": "Data",
+   "label": "Job Title"
+  },
+  {
+   "fieldname": "phone",
+   "fieldtype": "Data",
+   "label": "Primary Phone",
+   "options": "Phone"
+  },
+  {
+   "fieldname": "log_tab",
+   "fieldtype": "Tab Break",
+   "label": "Log",
+   "read_only": 1
+  },
+  {
+   "fieldname": "status_change_log",
+   "fieldtype": "Table",
+   "label": "Status Change Log",
+   "options": "CRM Status Change Log"
+  },
+  {
+   "fieldname": "lead_name",
+   "fieldtype": "Data",
+   "label": "Lead Name"
+  },
+  {
+   "fieldname": "column_break_ijan",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "lead_details_tab",
+   "fieldtype": "Tab Break",
+   "label": "Lead Details"
+  },
+  {
+   "fieldname": "column_break_wsde",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "organization_details_section",
+   "fieldtype": "Section Break",
+   "label": "Organization Details"
+  },
+  {
+   "fieldname": "organization_name",
+   "fieldtype": "Data",
+   "label": "Organization Name"
+  },
+  {
+   "fieldname": "column_break_xbyf",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "industry",
+   "fieldtype": "Link",
+   "label": "Industry",
+   "options": "CRM Industry"
+  },
+  {
+   "fieldname": "person_section",
+   "fieldtype": "Section Break",
+   "label": "Person"
+  },
+  {
+   "fieldname": "salutation",
+   "fieldtype": "Link",
+   "label": "Salutation",
+   "options": "Salutation"
+  },
+  {
+   "fieldname": "first_name",
+   "fieldtype": "Data",
+   "label": "First Name"
+  },
+  {
+   "fieldname": "last_name",
+   "fieldtype": "Data",
+   "label": "Last Name"
+  },
+  {
+   "fieldname": "column_break_xjmy",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "gender",
+   "fieldtype": "Link",
+   "label": "Gender",
+   "options": "Gender"
+  },
+  {
+   "fieldname": "contact",
+   "fieldtype": "Link",
+   "label": "Contact",
+   "options": "Contact"
+  },
+  {
+   "fieldname": "currency",
+   "fieldtype": "Link",
+   "label": "Currency",
+   "options": "Currency"
+  },
+  {
+   "fieldname": "products_tab",
+   "fieldtype": "Tab Break",
+   "label": "Products"
+  },
+  {
+   "fieldname": "products",
+   "fieldtype": "Table",
+   "label": "Products",
+   "options": "CRM Products"
+  },
+  {
+   "fieldname": "section_break_ccbj",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "column_break_udbq",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "total",
+   "fieldtype": "Currency",
+   "label": "Total",
+   "options": "currency",
+   "read_only": 1
+  },
+  {
+   "description": "Total after discount",
+   "fieldname": "net_total",
+   "fieldtype": "Currency",
+   "label": "Net Total",
+   "options": "currency",
+   "read_only": 1
+  },
+  {
+   "fieldname": "section_break_jgpm",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "deal_value",
+   "fieldtype": "Currency",
+   "label": "Deal Value",
+   "options": "currency"
+  },
+  {
+   "fieldname": "column_break_kpxa",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "lost_reason",
+   "fieldtype": "Link",
+   "label": "Lost Reason",
+   "mandatory_depends_on": "eval: pg.status == \"Lost\"",
+   "options": "CRM Lost Reason"
+  },
+  {
+   "fieldname": "lost_notes",
+   "fieldtype": "Text",
+   "label": "Lost Notes",
+   "mandatory_depends_on": "eval: pg.lost_reason == \"Other\""
+  },
+  {
+   "default": "1",
+   "description": "The rate used to convert the deal\u2019s currency to your crm's base currency (set in CRM Settings). It is set once when the currency is first added and doesn't change automatically.",
+   "fieldname": "exchange_rate",
+   "fieldtype": "Float",
+   "label": "Exchange Rate"
+  },
+  {
+   "fieldname": "expected_deal_value",
+   "fieldtype": "Currency",
+   "label": "Expected Deal Value",
+   "options": "currency"
+  },
+  {
+   "fieldname": "expected_closure_date",
+   "fieldtype": "Date",
+   "label": "Expected Closure Date"
+  },
+  {
+   "fieldname": "closed_date",
+   "fieldtype": "Date",
+   "label": "Closed Date"
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2025-08-26 12:12:56.324245",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Deal",
+ "naming_rule": "By \"Naming Series\" field",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Sales User",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Sales Manager",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "row_format": "Dynamic",
+ "show_title_field_in_link": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": [],
+ "title_field": "organization",
+ "track_changes": 1
+}

crm/fcrm/pagetype/crm_deal/crm_deal.py

@@ -0,0 +1,388 @@
+# Copyright (c) 2023, JINGROW and contributors
+# For license information, please see license.txt
+
+import jingrow
+from jingrow import _
+from jingrow.desk.form.assign_to import add as assign
+from jingrow.model.page import Page
+
+from crm.fcrm.pagetype.crm_service_level_agreement.utils import get_sla
+from crm.fcrm.pagetype.crm_status_change_log.crm_status_change_log import add_status_change_log
+from crm.fcrm.pagetype.fcrm_settings.fcrm_settings import get_exchange_rate
+
+
+class CRMDeal(Page):
+	def before_validate(self):
+		self.set_sla()
+
+	def validate(self):
+		self.set_primary_contact()
+		self.set_primary_email_mobile_no()
+		if not self.is_new() and self.has_value_changed("deal_owner") and self.deal_owner:
+			self.share_with_agent(self.deal_owner)
+			self.assign_agent(self.deal_owner)
+		if self.has_value_changed("status"):
+			add_status_change_log(self)
+			if jingrow.db.get_value("CRM Deal Status", self.status, "type") == "Won":
+				self.closed_date = jingrow.utils.nowdate()
+		self.validate_forecasting_fields()
+		self.validate_lost_reason()
+		self.update_exchange_rate()
+
+	def after_insert(self):
+		if self.deal_owner:
+			self.assign_agent(self.deal_owner)
+
+	def before_save(self):
+		self.apply_sla()
+
+	def set_primary_contact(self, contact=None):
+		if not self.contacts:
+			return
+
+		if not contact and len(self.contacts) == 1:
+			self.contacts[0].is_primary = 1
+		elif contact:
+			for d in self.contacts:
+				if d.contact == contact:
+					d.is_primary = 1
+				else:
+					d.is_primary = 0
+
+	def set_primary_email_mobile_no(self):
+		if not self.contacts:
+			self.email = ""
+			self.mobile_no = ""
+			self.phone = ""
+			return
+
+		if len([contact for contact in self.contacts if contact.is_primary]) > 1:
+			jingrow.throw(_("Only one {0} can be set as primary.").format(jingrow.bold("Contact")))
+
+		primary_contact_exists = False
+		for d in self.contacts:
+			if d.is_primary == 1:
+				primary_contact_exists = True
+				self.email = d.email.strip() if d.email else ""
+				self.mobile_no = d.mobile_no.strip() if d.mobile_no else ""
+				self.phone = d.phone.strip() if d.phone else ""
+				break
+
+		if not primary_contact_exists:
+			self.email = ""
+			self.mobile_no = ""
+			self.phone = ""
+
+	def assign_agent(self, agent):
+		if not agent:
+			return
+
+		assignees = self.get_assigned_users()
+		if assignees:
+			for assignee in assignees:
+				if agent == assignee:
+					# the agent is already set as an assignee
+					return
+
+		assign({"assign_to": [agent], "pagetype": "CRM Deal", "name": self.name}, ignore_permissions=True)
+
+	def share_with_agent(self, agent):
+		if not agent:
+			return
+
+		docshares = jingrow.get_all(
+			"DocShare",
+			filters={"share_name": self.name, "share_pagetype": self.pagetype},
+			fields=["name", "user"],
+		)
+
+		shared_with = [d.user for d in docshares] + [agent]
+
+		for user in shared_with:
+			if user == agent and not jingrow.db.exists(
+				"DocShare",
+				{"user": agent, "share_name": self.name, "share_pagetype": self.pagetype},
+			):
+				jingrow.share.add_docshare(
+					self.pagetype,
+					self.name,
+					agent,
+					write=1,
+					flags={"ignore_share_permission": True},
+				)
+			elif user != agent:
+				jingrow.share.remove(self.pagetype, self.name, user)
+
+	def set_sla(self):
+		"""
+		Find an SLA to apply to the deal.
+		"""
+		if self.sla:
+			return
+
+		sla = get_sla(self)
+		if not sla:
+			self.first_responded_on = None
+			self.first_response_time = None
+			return
+		self.sla = sla.name
+
+	def apply_sla(self):
+		"""
+		Apply SLA if set.
+		"""
+		if not self.sla:
+			return
+		sla = jingrow.get_last_pg("CRM Service Level Agreement", {"name": self.sla})
+		if sla:
+			sla.apply(self)
+
+	def update_closed_date(self):
+		"""
+		Update the closed date based on the "Won" status.
+		"""
+		if self.status == "Won" and not self.closed_date:
+			self.closed_date = jingrow.utils.nowdate()
+
+	def update_default_probability(self):
+		"""
+		Update the default probability based on the status.
+		"""
+		if not self.probability or self.probability == 0:
+			self.probability = jingrow.db.get_value("CRM Deal Status", self.status, "probability") or 0
+
+	def update_expected_deal_value(self):
+		"""
+		Update the expected deal value based on the net total or total.
+		"""
+		if (
+			jingrow.db.get_single_value("FCRM Settings", "auto_update_expected_deal_value")
+			and (self.net_total or self.total)
+			and self.expected_deal_value
+		):
+			self.expected_deal_value = self.net_total or self.total
+
+	def validate_forecasting_fields(self):
+		self.update_closed_date()
+		self.update_default_probability()
+		self.update_expected_deal_value()
+		if jingrow.db.get_single_value("FCRM Settings", "enable_forecasting"):
+			if not self.expected_deal_value or self.expected_deal_value == 0:
+				jingrow.throw(_("Expected Deal Value is required."), jingrow.MandatoryError)
+			if not self.expected_closure_date:
+				jingrow.throw(_("Expected Closure Date is required."), jingrow.MandatoryError)
+
+	def validate_lost_reason(self):
+		"""
+		Validate the lost reason if the status is set to "Lost".
+		"""
+		if self.status and jingrow.get_cached_value("CRM Deal Status", self.status, "type") == "Lost":
+			if not self.lost_reason:
+				jingrow.throw(_("Please specify a reason for losing the deal."), jingrow.ValidationError)
+			elif self.lost_reason == "Other" and not self.lost_notes:
+				jingrow.throw(_("Please specify the reason for losing the deal."), jingrow.ValidationError)
+
+	def update_exchange_rate(self):
+		if self.has_value_changed("currency") or not self.exchange_rate:
+			system_currency = jingrow.db.get_single_value("FCRM Settings", "currency") or "USD"
+			exchange_rate = 1
+			if self.currency and self.currency != system_currency:
+				exchange_rate = get_exchange_rate(self.currency, system_currency)
+
+			self.db_set("exchange_rate", exchange_rate)
+
+	@staticmethod
+	def default_list_data():
+		columns = [
+			{
+				"label": "Organization",
+				"type": "Link",
+				"key": "organization",
+				"options": "CRM Organization",
+				"width": "11rem",
+			},
+			{
+				"label": "Annual Revenue",
+				"type": "Currency",
+				"key": "annual_revenue",
+				"align": "right",
+				"width": "9rem",
+			},
+			{
+				"label": "Status",
+				"type": "Select",
+				"key": "status",
+				"width": "10rem",
+			},
+			{
+				"label": "Email",
+				"type": "Data",
+				"key": "email",
+				"width": "12rem",
+			},
+			{
+				"label": "Mobile No",
+				"type": "Data",
+				"key": "mobile_no",
+				"width": "11rem",
+			},
+			{
+				"label": "Assigned To",
+				"type": "Text",
+				"key": "_assign",
+				"width": "10rem",
+			},
+			{
+				"label": "Last Modified",
+				"type": "Datetime",
+				"key": "modified",
+				"width": "8rem",
+			},
+		]
+		rows = [
+			"name",
+			"organization",
+			"annual_revenue",
+			"status",
+			"email",
+			"currency",
+			"mobile_no",
+			"deal_owner",
+			"sla_status",
+			"response_by",
+			"first_response_time",
+			"first_responded_on",
+			"modified",
+			"_assign",
+		]
+		return {"columns": columns, "rows": rows}
+
+	@staticmethod
+	def default_kanban_settings():
+		return {
+			"column_field": "status",
+			"title_field": "organization",
+			"kanban_fields": '["annual_revenue", "email", "mobile_no", "_assign", "modified"]',
+		}
+
+
+@jingrow.whitelist()
+def add_contact(deal, contact):
+	if not jingrow.has_permission("CRM Deal", "write", deal):
+		jingrow.throw(_("Not allowed to add contact to Deal"), jingrow.PermissionError)
+
+	deal = jingrow.get_cached_pg("CRM Deal", deal)
+	deal.append("contacts", {"contact": contact})
+	deal.save()
+	return True
+
+
+@jingrow.whitelist()
+def remove_contact(deal, contact):
+	if not jingrow.has_permission("CRM Deal", "write", deal):
+		jingrow.throw(_("Not allowed to remove contact from Deal"), jingrow.PermissionError)
+
+	deal = jingrow.get_cached_pg("CRM Deal", deal)
+	deal.contacts = [d for d in deal.contacts if d.contact != contact]
+	deal.save()
+	return True
+
+
+@jingrow.whitelist()
+def set_primary_contact(deal, contact):
+	if not jingrow.has_permission("CRM Deal", "write", deal):
+		jingrow.throw(_("Not allowed to set primary contact for Deal"), jingrow.PermissionError)
+
+	deal = jingrow.get_cached_pg("CRM Deal", deal)
+	deal.set_primary_contact(contact)
+	deal.save()
+	return True
+
+
+def create_organization(pg):
+	if not pg.get("organization_name"):
+		return
+
+	existing_organization = jingrow.db.exists(
+		"CRM Organization", {"organization_name": pg.get("organization_name")}
+	)
+	if existing_organization:
+		return existing_organization
+
+	organization = jingrow.new_pg("CRM Organization")
+	organization.update(
+		{
+			"organization_name": pg.get("organization_name"),
+			"website": pg.get("website"),
+			"territory": pg.get("territory"),
+			"industry": pg.get("industry"),
+			"annual_revenue": pg.get("annual_revenue"),
+		}
+	)
+	organization.insert(ignore_permissions=True)
+	return organization.name
+
+
+def contact_exists(pg):
+	email_exist = jingrow.db.exists("Contact Email", {"email_id": pg.get("email")})
+	mobile_exist = jingrow.db.exists("Contact Phone", {"phone": pg.get("mobile_no")})
+
+	pagetype = "Contact Email" if email_exist else "Contact Phone"
+	name = email_exist or mobile_exist
+
+	if name:
+		return jingrow.db.get_value(pagetype, name, "parent")
+
+	return False
+
+
+def create_contact(pg):
+	existing_contact = contact_exists(pg)
+	if existing_contact:
+		return existing_contact
+
+	contact = jingrow.new_pg("Contact")
+	contact.update(
+		{
+			"first_name": pg.get("first_name"),
+			"last_name": pg.get("last_name"),
+			"salutation": pg.get("salutation"),
+			"company_name": pg.get("organization") or pg.get("organization_name"),
+		}
+	)
+
+	if pg.get("email"):
+		contact.append("email_ids", {"email_id": pg.get("email"), "is_primary": 1})
+
+	if pg.get("mobile_no"):
+		contact.append("phone_nos", {"phone": pg.get("mobile_no"), "is_primary_mobile_no": 1})
+
+	contact.insert(ignore_permissions=True)
+	contact.reload()  # load changes by hooks on contact
+
+	return contact.name
+
+
+@jingrow.whitelist()
+def create_deal(args):
+	deal = jingrow.new_pg("CRM Deal")
+
+	contact = args.get("contact")
+	if not contact and (
+		args.get("first_name") or args.get("last_name") or args.get("email") or args.get("mobile_no")
+	):
+		contact = create_contact(args)
+
+	deal.update(
+		{
+			"organization": args.get("organization") or create_organization(args),
+			"contacts": [{"contact": contact, "is_primary": 1}] if contact else [],
+		}
+	)
+
+	args.pop("organization", None)
+
+	deal.update(args)
+
+	deal.insert(ignore_permissions=True)
+	return deal.name

crm/fcrm/pagetype/crm_deal/test_crm_deal.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2023, JINGROW and Contributors
+# See license.txt
+
+# import jingrow
+from jingrow.tests import UnitTestCase
+
+
+class TestCRMDeal(UnitTestCase):
+	pass

crm/fcrm/pagetype/crm_deal_status/crm_deal_status.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2023, JINGROW and contributors
+// For license information, please see license.txt
+
+// jingrow.ui.form.on("CRM Deal Status", {
+// 	refresh(frm) {
+
+// 	},
+// });

crm/fcrm/pagetype/crm_deal_status/crm_deal_status.json

@@ -0,0 +1,97 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "autoname": "field:deal_status",
+ "creation": "2023-11-29 11:24:55.543387",
+ "pagetype": "PageType",
+ "engine": "InnoDB",
+ "field_order": [
+  "deal_status",
+  "type",
+  "position",
+  "column_break_ojiu",
+  "probability",
+  "color"
+ ],
+ "fields": [
+  {
+   "default": "gray",
+   "fieldname": "color",
+   "fieldtype": "Select",
+   "in_list_view": 1,
+   "label": "Color",
+   "options": "black\ngray\nblue\ngreen\nred\npink\norange\namber\nyellow\ncyan\nteal\nviolet\npurple"
+  },
+  {
+   "fieldname": "deal_status",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Status",
+   "reqd": 1,
+   "unique": 1
+  },
+  {
+   "fieldname": "position",
+   "fieldtype": "Int",
+   "in_list_view": 1,
+   "label": "Position"
+  },
+  {
+   "fieldname": "probability",
+   "fieldtype": "Percent",
+   "in_list_view": 1,
+   "label": "Probability"
+  },
+  {
+   "default": "Open",
+   "fieldname": "type",
+   "fieldtype": "Select",
+   "in_list_view": 1,
+   "label": "Type",
+   "options": "Open\nOngoing\nOn Hold\nWon\nLost"
+  },
+  {
+   "fieldname": "column_break_ojiu",
+   "fieldtype": "Column Break"
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2025-07-11 16:03:28.077955",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Deal Status",
+ "naming_rule": "By fieldname",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Sales User",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Sales Manager",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "row_format": "Dynamic",
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/pagetype/crm_deal_status/crm_deal_status.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2023, JINGROW and contributors
+# For license information, please see license.txt
+
+# import jingrow
+from jingrow.model.page import Page
+
+
+class CRMDealStatus(Page):
+	pass

crm/fcrm/pagetype/crm_deal_status/test_crm_deal_status.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2023, JINGROW and Contributors
+# See license.txt
+
+# import jingrow
+from jingrow.tests import UnitTestCase
+
+
+class TestCRMDealStatus(UnitTestCase):
+	pass

crm/fcrm/pagetype/crm_dropdown_item/crm_dropdown_item.json

@@ -0,0 +1,94 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2024-12-27 17:42:33.089685",
+ "pagetype": "PageType",
+ "engine": "InnoDB",
+ "field_order": [
+  "name1",
+  "label",
+  "type",
+  "route",
+  "open_in_new_window",
+  "hidden",
+  "is_standard",
+  "column_break_mvbq",
+  "icon"
+ ],
+ "fields": [
+  {
+   "fieldname": "label",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Label",
+   "mandatory_depends_on": "eval:pg.type == 'Route'"
+  },
+  {
+   "fieldname": "type",
+   "fieldtype": "Select",
+   "in_list_view": 1,
+   "label": "Type",
+   "options": "Route\nSeparator",
+   "read_only_depends_on": "eval:pg.is_standard"
+  },
+  {
+   "depends_on": "eval:pg.type == 'Route'",
+   "fieldname": "route",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Route",
+   "mandatory_depends_on": "eval:pg.type == 'Route'"
+  },
+  {
+   "default": "0",
+   "fieldname": "hidden",
+   "fieldtype": "Check",
+   "in_list_view": 1,
+   "label": "Hidden"
+  },
+  {
+   "default": "0",
+   "fieldname": "is_standard",
+   "fieldtype": "Check",
+   "label": "Is Standard",
+   "read_only": 1
+  },
+  {
+   "fieldname": "column_break_mvbq",
+   "fieldtype": "Column Break"
+  },
+  {
+   "description": "Add svg code or use feather icons e.g 'settings'",
+   "fieldname": "icon",
+   "fieldtype": "Code",
+   "label": "Icon"
+  },
+  {
+   "default": "1",
+   "depends_on": "eval:pg.type == 'Route'",
+   "fieldname": "open_in_new_window",
+   "fieldtype": "Check",
+   "label": "Open in new window"
+  },
+  {
+   "depends_on": "eval:pg.is_standard",
+   "fieldname": "name1",
+   "fieldtype": "Data",
+   "label": "Name",
+   "read_only": 1,
+   "unique": 1
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2024-12-27 19:35:53.012508",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Dropdown Item",
+ "owner": "Administrator",
+ "permissions": [],
+ "sort_field": "creation",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/pagetype/crm_dropdown_item/crm_dropdown_item.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2024, JINGROW and contributors
+# For license information, please see license.txt
+
+# import jingrow
+from jingrow.model.page import Page
+
+
+class CRMDropdownItem(Page):
+	pass

crm/fcrm/pagetype/crm_exotel_settings/crm_exotel_settings.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2025, JINGROW and contributors
+// For license information, please see license.txt
+
+// jingrow.ui.form.on("CRM Exotel Settings", {
+// 	refresh(frm) {
+
+// 	},
+// });

crm/fcrm/pagetype/crm_exotel_settings/crm_exotel_settings.json

@@ -0,0 +1,136 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2025-01-08 15:55:50.710356",
+ "pagetype": "PageType",
+ "engine": "InnoDB",
+ "field_order": [
+  "enabled",
+  "column_break_uxtz",
+  "record_call",
+  "section_break_kfez",
+  "account_sid",
+  "subdomain",
+  "column_break_qwfn",
+  "webhook_verify_token",
+  "section_break_iuct",
+  "api_key",
+  "column_break_hyen",
+  "api_token"
+ ],
+ "fields": [
+  {
+   "default": "0",
+   "fieldname": "enabled",
+   "fieldtype": "Check",
+   "label": "Enabled"
+  },
+  {
+   "fieldname": "section_break_kfez",
+   "fieldtype": "Section Break",
+   "hide_border": 1
+  },
+  {
+   "depends_on": "enabled",
+   "fieldname": "account_sid",
+   "fieldtype": "Data",
+   "label": "Account SID",
+   "mandatory_depends_on": "enabled"
+  },
+  {
+   "depends_on": "enabled",
+   "fieldname": "section_break_iuct",
+   "fieldtype": "Section Break",
+   "hide_border": 1
+  },
+  {
+   "fieldname": "column_break_hyen",
+   "fieldtype": "Column Break"
+  },
+  {
+   "depends_on": "enabled",
+   "fieldname": "api_key",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "API Key",
+   "mandatory_depends_on": "enabled"
+  },
+  {
+   "fieldname": "column_break_uxtz",
+   "fieldtype": "Column Break"
+  },
+  {
+   "depends_on": "enabled",
+   "fieldname": "api_token",
+   "fieldtype": "Password",
+   "in_list_view": 1,
+   "label": "API Token",
+   "mandatory_depends_on": "enabled"
+  },
+  {
+   "default": "0",
+   "depends_on": "enabled",
+   "fieldname": "record_call",
+   "fieldtype": "Check",
+   "label": "Record Outgoing Calls"
+  },
+  {
+   "fieldname": "column_break_qwfn",
+   "fieldtype": "Column Break"
+  },
+  {
+   "depends_on": "enabled",
+   "fieldname": "webhook_verify_token",
+   "fieldtype": "Data",
+   "label": "Webhook Verify Token",
+   "mandatory_depends_on": "enabled"
+  },
+  {
+   "depends_on": "enabled",
+   "fieldname": "subdomain",
+   "fieldtype": "Data",
+   "label": "Subdomain",
+   "mandatory_depends_on": "enabled"
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "issingle": 1,
+ "links": [],
+ "modified": "2025-01-22 19:54:20.074393",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Exotel Settings",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "print": 1,
+   "read": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "print": 1,
+   "read": 1,
+   "role": "Sales Manager",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "email": 1,
+   "print": 1,
+   "read": 1,
+   "role": "All",
+   "share": 1
+  }
+ ],
+ "sort_field": "creation",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/pagetype/crm_exotel_settings/crm_exotel_settings.py

@@ -0,0 +1,26 @@
+# Copyright (c) 2025, JINGROW and contributors
+# For license information, please see license.txt
+
+import jingrow
+import requests
+from jingrow import _
+from jingrow.model.page import Page
+
+
+class CRMExotelSettings(Page):
+	def validate(self):
+		self.verify_credentials()
+
+	def verify_credentials(self):
+		if self.enabled:
+			response = requests.get(
+				"https://{subdomain}/v1/Accounts/{sid}".format(
+					subdomain=self.subdomain, sid=self.account_sid
+				),
+				auth=(self.api_key, self.get_password("api_token")),
+			)
+			if response.status_code != 200:
+				jingrow.throw(
+					_(f"Please enter valid exotel Account SID, API key & API token: {response.reason}"),
+					title=_("Invalid credentials"),
+				)

crm/fcrm/pagetype/crm_exotel_settings/test_crm_exotel_settings.py

@@ -0,0 +1,29 @@
+# Copyright (c) 2025, JINGROW and Contributors
+# See license.txt
+
+# import jingrow
+from jingrow.tests import IntegrationTestCase, UnitTestCase
+
+# On IntegrationTestCase, the pagetype test records and all
+# link-field test record dependencies are recursively loaded
+# Use these module variables to add/remove to/from that list
+EXTRA_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
+IGNORE_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
+
+
+class UnitTestCRMExotelSettings(UnitTestCase):
+	"""
+	Unit tests for CRMExotelSettings.
+	Use this class for testing individual functions and methods.
+	"""
+
+	pass
+
+
+class IntegrationTestCRMExotelSettings(IntegrationTestCase):
+	"""
+	Integration tests for CRMExotelSettings.
+	Use this class for testing interactions between multiple components.
+	"""
+
+	pass

crm/fcrm/pagetype/crm_fields_layout/crm_fields_layout.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2024, JINGROW and contributors
+// For license information, please see license.txt
+
+// jingrow.ui.form.on("CRM Fields Layout", {
+// 	refresh(frm) {
+
+// 	},
+// });

crm/fcrm/pagetype/crm_fields_layout/crm_fields_layout.json

@@ -0,0 +1,81 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "autoname": "format:{dt}-{type}",
+ "creation": "2024-06-07 16:42:05.495324",
+ "pagetype": "PageType",
+ "engine": "InnoDB",
+ "field_order": [
+  "dt",
+  "column_break_post",
+  "type",
+  "section_break_ttpm",
+  "layout"
+ ],
+ "fields": [
+  {
+   "fieldname": "dt",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Document Type",
+   "options": "PageType"
+  },
+  {
+   "fieldname": "type",
+   "fieldtype": "Select",
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Type",
+   "options": "Quick Entry\nSide Panel\nData Fields\nGrid Row\nRequired Fields"
+  },
+  {
+   "fieldname": "section_break_ttpm",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "layout",
+   "fieldtype": "Code",
+   "label": "Layout",
+   "options": "JSON"
+  },
+  {
+   "fieldname": "column_break_post",
+   "fieldtype": "Column Break"
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2025-02-21 13:09:49.573515",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Fields Layout",
+ "naming_rule": "Expression",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "All",
+   "share": 1
+  }
+ ],
+ "sort_field": "creation",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/pagetype/crm_fields_layout/crm_fields_layout.py

@@ -0,0 +1,277 @@
+# Copyright (c) 2024, JINGROW and contributors
+# For license information, please see license.txt
+
+import json
+
+import jingrow
+from jingrow import _
+from jingrow.model.page import Page
+from jingrow.utils import random_string
+
+
+class CRMFieldsLayout(Page):
+	pass
+
+
+@jingrow.whitelist()
+def get_fields_layout(pagetype: str, type: str, parent_pagetype: str | None = None):
+	tabs = []
+	layout = None
+
+	if jingrow.db.exists("CRM Fields Layout", {"dt": pagetype, "type": type}):
+		layout = jingrow.get_pg("CRM Fields Layout", {"dt": pagetype, "type": type})
+
+	if layout and layout.layout:
+		tabs = json.loads(layout.layout)
+
+	if not tabs and type != "Required Fields":
+		tabs = get_default_layout(pagetype)
+
+	has_tabs = False
+	if isinstance(tabs, list) and len(tabs) > 0 and isinstance(tabs[0], dict):
+		has_tabs = any("sections" in tab for tab in tabs)
+
+	if not has_tabs:
+		tabs = [{"name": "first_tab", "sections": tabs}]
+
+	allowed_fields = []
+	for tab in tabs:
+		for section in tab.get("sections"):
+			if "columns" not in section:
+				continue
+			for column in section.get("columns"):
+				if not column.get("fields"):
+					continue
+				allowed_fields.extend(column.get("fields"))
+
+	fields = jingrow.get_meta(pagetype).fields
+	fields = [field for field in fields if field.fieldname in allowed_fields]
+
+	required_fields = []
+
+	if type == "Required Fields":
+		required_fields = [
+			field for field in jingrow.get_meta(pagetype, False).fields if field.reqd and not field.default
+		]
+
+	for tab in tabs:
+		for section in tab.get("sections"):
+			if section.get("columns"):
+				section["columns"] = [column for column in section.get("columns") if column]
+			for column in section.get("columns") if section.get("columns") else []:
+				column["fields"] = [field for field in column.get("fields") if field]
+				for field in column.get("fields") if column.get("fields") else []:
+					field = next((f for f in fields if f.fieldname == field), None)
+					if field:
+						field = field.as_dict()
+						handle_perm_level_restrictions(field, pagetype, parent_pagetype)
+						column["fields"][column.get("fields").index(field["fieldname"])] = field
+
+						# remove field from required_fields if it is already present
+						if (
+							type == "Required Fields"
+							and field.reqd
+							and any(f.get("fieldname") == field.get("fieldname") for f in required_fields)
+						):
+							required_fields = [
+								f for f in required_fields if f.get("fieldname") != field.get("fieldname")
+							]
+
+	if type == "Required Fields" and required_fields and tabs:
+		tabs[-1].get("sections").append(
+			{
+				"label": "Required Fields",
+				"name": "required_fields_section_" + str(random_string(4)),
+				"opened": True,
+				"hideLabel": True,
+				"columns": [
+					{
+						"name": "required_fields_column_" + str(random_string(4)),
+						"fields": [field.as_dict() for field in required_fields],
+					}
+				],
+			}
+		)
+
+	return tabs or []
+
+
+@jingrow.whitelist()
+def get_sidepanel_sections(pagetype):
+	if not jingrow.db.exists("CRM Fields Layout", {"dt": pagetype, "type": "Side Panel"}):
+		return []
+	layout = jingrow.get_pg("CRM Fields Layout", {"dt": pagetype, "type": "Side Panel"}).layout
+
+	if not layout:
+		return []
+
+	layout = json.loads(layout)
+
+	not_allowed_fieldtypes = [
+		"Tab Break",
+		"Section Break",
+		"Column Break",
+	]
+
+	fields = jingrow.get_meta(pagetype).fields
+	fields = [field for field in fields if field.fieldtype not in not_allowed_fieldtypes]
+
+	add_forecasting_section(layout, pagetype)
+
+	for section in layout:
+		section["name"] = section.get("name") or section.get("label")
+		for column in section.get("columns") if section.get("columns") else []:
+			for field in column.get("fields") if column.get("fields") else []:
+				field_obj = next((f for f in fields if f.fieldname == field), None)
+				if field_obj:
+					field_obj = field_obj.as_dict()
+					handle_perm_level_restrictions(field_obj, pagetype)
+					column["fields"][column.get("fields").index(field)] = get_field_obj(field_obj)
+
+	fields_meta = {}
+	for field in fields:
+		fields_meta[field.fieldname] = field
+
+	return layout
+
+
+def add_forecasting_section(layout, pagetype):
+	if (
+		pagetype == "CRM Deal"
+		and jingrow.db.get_single_value("FCRM Settings", "enable_forecasting")
+		and not any(section.get("name") == "forecasted_sales_section" for section in layout)
+	):
+		contacts_section_index = next(
+			(
+				i
+				for i, section in enumerate(layout)
+				if section.get("name") == "contacts_section" or section.get("label") == "Contacts"
+			),
+			None,
+		)
+
+		if contacts_section_index is not None:
+			layout.insert(
+				contacts_section_index + 1,
+				{
+					"name": "forecasted_sales_section",
+					"label": "Forecasted Sales",
+					"opened": True,
+					"columns": [
+						{
+							"name": "column_" + str(random_string(4)),
+							"fields": ["expected_closure_date", "probability", "expected_deal_value"],
+						}
+					],
+				},
+			)
+
+
+def handle_perm_level_restrictions(field, pagetype, parent_pagetype=None):
+	if field.permlevel == 0:
+		return
+	field_has_write_access = field.permlevel in get_permlevel_access("write", pagetype, parent_pagetype)
+	field_has_read_access = field.permlevel in get_permlevel_access("read", pagetype, parent_pagetype)
+
+	if not field_has_write_access and field_has_read_access:
+		field.read_only = 1
+	if not field_has_read_access and not field_has_write_access:
+		field.hidden = 1
+
+
+def get_permlevel_access(permission_type="write", pagetype=None, parent_pagetype=None):
+	allowed_permlevels = []
+	roles = jingrow.get_roles()
+
+	meta = jingrow.get_meta(pagetype)
+
+	if meta.istable and parent_pagetype:
+		meta = jingrow.get_meta(parent_pagetype)
+	elif meta.istable and not parent_pagetype:
+		return [1, 0]
+
+	for perm in meta.permissions:
+		if perm.role in roles and perm.get(permission_type) and perm.permlevel not in allowed_permlevels:
+			allowed_permlevels.append(perm.permlevel)
+
+	return allowed_permlevels
+
+
+def get_field_obj(field):
+	field["placeholder"] = field.get("placeholder") or "Add " + field.label + "..."
+
+	if field.fieldtype == "Link":
+		field["placeholder"] = field.get("placeholder") or "Select " + field.label + "..."
+	elif field.fieldtype == "Select" and field.options:
+		field["placeholder"] = field.get("placeholder") or "Select " + field.label + "..."
+		field["options"] = [{"label": option, "value": option} for option in field.options.split("\n")]
+
+	if field.read_only:
+		field["tooltip"] = "This field is read only and cannot be edited."
+
+	return field
+
+
+@jingrow.whitelist()
+def save_fields_layout(pagetype: str, type: str, layout: str):
+	if jingrow.db.exists("CRM Fields Layout", {"dt": pagetype, "type": type}):
+		pg = jingrow.get_pg("CRM Fields Layout", {"dt": pagetype, "type": type})
+	else:
+		pg = jingrow.new_pg("CRM Fields Layout")
+
+	pg.update(
+		{
+			"dt": pagetype,
+			"type": type,
+			"layout": layout,
+		}
+	)
+	pg.save(ignore_permissions=True)
+
+	return pg.layout
+
+
+def get_default_layout(pagetype: str):
+	fields = jingrow.get_meta(pagetype).fields
+
+	tabs = []
+
+	if fields and fields[0].fieldtype != "Tab Break":
+		sections = []
+		if fields and fields[0].fieldtype != "Section Break":
+			sections.append(
+				{
+					"name": "section_" + str(random_string(4)),
+					"columns": [{"name": "column_" + str(random_string(4)), "fields": []}],
+				}
+			)
+		tabs.append({"name": "tab_" + str(random_string(4)), "sections": sections})
+
+	for field in fields:
+		if field.fieldtype == "Tab Break":
+			tabs.append(
+				{
+					"name": "tab_" + str(random_string(4)),
+					"sections": [
+						{
+							"name": "section_" + str(random_string(4)),
+							"columns": [{"name": "column_" + str(random_string(4)), "fields": []}],
+						}
+					],
+				}
+			)
+		elif field.fieldtype == "Section Break":
+			tabs[-1]["sections"].append(
+				{
+					"name": "section_" + str(random_string(4)),
+					"columns": [{"name": "column_" + str(random_string(4)), "fields": []}],
+				}
+			)
+		elif field.fieldtype == "Column Break":
+			tabs[-1]["sections"][-1]["columns"].append(
+				{"name": "column_" + str(random_string(4)), "fields": []}
+			)
+		else:
+			tabs[-1]["sections"][-1]["columns"][-1]["fields"].append(field.fieldname)
+
+	return tabs

crm/fcrm/pagetype/crm_fields_layout/test_crm_fields_layout.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2024, JINGROW and Contributors
+# See license.txt
+
+# import jingrow
+from jingrow.tests import UnitTestCase
+
+
+class TestCRMFieldsLayout(UnitTestCase):
+	pass

crm/fcrm/pagetype/crm_form_script/crm_form_script.js

@@ -0,0 +1,65 @@
+// Copyright (c) 2023, JINGROW and contributors
+// For license information, please see license.txt
+
+jingrow.ui.form.on("CRM Form Script", {
+	refresh(frm) {
+		frm.set_query("dt", {
+			filters: {
+				istable: 0,
+			},
+		});
+
+		if (frm.pg.is_standard && !jingrow.boot.developer_mode) {
+			frm.disable_form();
+			jingrow.show_alert(
+				__(
+					"Standard Form Scripts can not be modified, duplicate the Form Script instead."
+				)
+			);
+		}
+
+		if (!jingrow.boot.developer_mode) {
+			frm.toggle_enable("is_standard", 0);
+		}
+
+		frm.trigger("add_enable_button");
+	},
+
+	add_enable_button(frm) {
+		frm.add_custom_button(
+			frm.pg.enabled ? __("Disable") : __("Enable"),
+			() => {
+				frm.set_value("enabled", !frm.pg.enabled);
+				frm.save();
+			}
+		);
+	},
+
+	view(frm) {
+		let has_form_boilerplate = frm.pg.script.includes(
+			"function setupForm("
+		);
+		let has_list_boilerplate = frm.pg.script.includes(
+			"function setupList("
+		);
+
+		if (frm.pg.view == "Form" && !has_form_boilerplate) {
+			frm.pg.script = `
+function setupForm({ pg }) {
+	return {
+		actions: [],
+		statuses: [],
+	}
+}`.trim();
+		}
+		if (frm.pg.view == "List" && !has_list_boilerplate) {
+			frm.pg.script = `
+function setupList({ list }) {
+	return {
+		actions: [],
+		bulk_actions: [],
+	}
+}`.trim();
+		}
+	},
+});

crm/fcrm/pagetype/crm_form_script/crm_form_script.json

@@ -0,0 +1,101 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "autoname": "prompt",
+ "creation": "2023-12-28 14:18:09.329868",
+ "pagetype": "PageType",
+ "engine": "InnoDB",
+ "field_order": [
+  "dt",
+  "view",
+  "column_break_gboh",
+  "enabled",
+  "is_standard",
+  "section_break_xeox",
+  "script"
+ ],
+ "fields": [
+  {
+   "fieldname": "column_break_gboh",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "section_break_xeox",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "dt",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "PageType",
+   "options": "PageType",
+   "reqd": 1
+  },
+  {
+   "default": "0",
+   "fieldname": "enabled",
+   "fieldtype": "Check",
+   "hidden": 1,
+   "label": "Enabled"
+  },
+  {
+   "default": "function setupForm({ pg }) {\n    return {\n        actions: [],\n    }\n}",
+   "documentation_url": "https://docs.jingrow.com/crm/custom-actions",
+   "fieldname": "script",
+   "fieldtype": "Code",
+   "label": "Script",
+   "options": "JS"
+  },
+  {
+   "default": "Form",
+   "fieldname": "view",
+   "fieldtype": "Select",
+   "in_list_view": 1,
+   "label": "Apply To",
+   "options": "Form\nList",
+   "set_only_once": 1
+  },
+  {
+   "default": "0",
+   "fieldname": "is_standard",
+   "fieldtype": "Check",
+   "label": "Is Standard",
+   "no_copy": 1
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2025-05-19 17:57:24.610295",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Form Script",
+ "naming_rule": "Set by user",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Sales Manager",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "All",
+   "share": 1
+  }
+ ],
+ "row_format": "Dynamic",
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/pagetype/crm_form_script/crm_form_script.py

@@ -0,0 +1,41 @@
+# Copyright (c) 2023, JINGROW and contributors
+# For license information, please see license.txt
+
+import jingrow
+from jingrow import _
+from jingrow.model.page import Page
+
+
+class CRMFormScript(Page):
+	def validate(self):
+		in_user_env = not (
+			jingrow.flags.in_install
+			or jingrow.flags.in_patch
+			or jingrow.flags.in_test
+			or jingrow.flags.in_fixtures
+		)
+		if in_user_env and not self.is_new() and self.is_standard and not jingrow.conf.developer_mode:
+			# only enabled can be changed for standard form scripts
+			if self.has_value_changed("enabled"):
+				enabled_value = self.enabled
+				self.reload()
+				self.enabled = enabled_value
+			else:
+				jingrow.throw(_("You need to be in developer mode to edit a Standard Form Script"))
+
+def get_form_script(dt, view="Form"):
+	"""Returns the form script for the given pagetype"""
+	FormScript = jingrow.qb.PageType("CRM Form Script")
+	query = (
+		jingrow.qb.from_(FormScript)
+		.select("script")
+		.where(FormScript.dt == dt)
+		.where(FormScript.view == view)
+		.where(FormScript.enabled == 1)
+	)
+
+	pg = query.run(as_dict=True)
+	if pg:
+		return [d.script for d in pg] if len(pg) > 1 else pg[0].script
+	else:
+		return None

crm/fcrm/pagetype/crm_form_script/test_crm_form_script.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2023, JINGROW and Contributors
+# See license.txt
+
+# import jingrow
+from jingrow.tests import UnitTestCase
+
+
+class TestCRMFormScript(UnitTestCase):
+	pass

crm/fcrm/pagetype/crm_global_settings/crm_global_settings.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2025, JINGROW and contributors
+// For license information, please see license.txt
+
+// jingrow.ui.form.on("CRM Global Settings", {
+// 	refresh(frm) {
+
+// 	},
+// });

crm/fcrm/pagetype/crm_global_settings/crm_global_settings.json

@@ -0,0 +1,98 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "autoname": "format:{type}-{dt}",
+ "creation": "2025-02-28 14:37:10.002433",
+ "pagetype": "PageType",
+ "engine": "InnoDB",
+ "field_order": [
+  "dt",
+  "column_break_kipp",
+  "type",
+  "section_break_vass",
+  "json"
+ ],
+ "fields": [
+  {
+   "default": "PageType",
+   "fieldname": "dt",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "PageType",
+   "options": "PageType",
+   "reqd": 1
+  },
+  {
+   "fieldname": "column_break_kipp",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "type",
+   "fieldtype": "Select",
+   "in_list_view": 1,
+   "label": "Type",
+   "options": "Quick Filters\nSidebar Items",
+   "reqd": 1
+  },
+  {
+   "fieldname": "section_break_vass",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "json",
+   "fieldtype": "JSON",
+   "label": "JSON"
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2025-03-02 14:03:49.372132",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Global Settings",
+ "naming_rule": "Expression",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Sales User",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Sales Manager",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "row_format": "Dynamic",
+ "sort_field": "creation",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/pagetype/crm_global_settings/crm_global_settings.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2025, JINGROW and contributors
+# For license information, please see license.txt
+
+# import jingrow
+from jingrow.model.page import Page
+
+
+class CRMGlobalSettings(Page):
+	pass

crm/fcrm/pagetype/crm_global_settings/test_crm_global_settings.py

@@ -0,0 +1,30 @@
+# Copyright (c) 2025, JINGROW and Contributors
+# See license.txt
+
+# import jingrow
+from jingrow.tests import IntegrationTestCase, UnitTestCase
+
+
+# On IntegrationTestCase, the pagetype test records and all
+# link-field test record dependencies are recursively loaded
+# Use these module variables to add/remove to/from that list
+EXTRA_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
+IGNORE_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
+
+
+class UnitTestCRMGlobalSettings(UnitTestCase):
+	"""
+	Unit tests for CRMGlobalSettings.
+	Use this class for testing individual functions and methods.
+	"""
+
+	pass
+
+
+class IntegrationTestCRMGlobalSettings(IntegrationTestCase):
+	"""
+	Integration tests for CRMGlobalSettings.
+	Use this class for testing interactions between multiple components.
+	"""
+
+	pass