fix: store currency exchange in deal & organization

crm/fcrm/doctype/crm_deal/crm_deal.json

@@ -38,6 +38,7 @@
   "column_break_xbyf",
   "territory",
   "currency",
+  "currency_exchange",
   "annual_revenue",
   "industry",
   "person_section",
@@ -415,12 +416,18 @@
    "fieldname": "closed_on",
    "fieldtype": "Datetime",
    "label": "Closed On"
+  },
+  {
+   "fieldname": "currency_exchange",
+   "fieldtype": "Link",
+   "label": "Currency Exchange",
+   "options": "CRM Currency Exchange"
   }
  ],
  "grid_page_length": 50,
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2025-07-06 15:16:37.673699",
+ "modified": "2025-07-09 14:26:53.986118",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Deal",

crm/fcrm/doctype/crm_deal/crm_deal.py

@@ -28,6 +28,7 @@ class CRMDeal(Document):
 				self.closed_on = frappe.utils.now_datetime()
 		self.validate_forcasting_fields()
 		self.validate_lost_reason()
+		self.update_currency_exchange()
 
 	def after_insert(self):
 		if self.deal_owner:
@@ -170,6 +171,28 @@ class CRMDeal(Document):
 			elif self.lost_reason == "Other" and not self.lost_notes:
 				frappe.throw(_("Please specify the reason for losing the deal."), frappe.ValidationError)
 
+	def update_currency_exchange(self):
+		if self.has_value_changed("currency") or not self.currency_exchange:
+			system_currency = frappe.db.get_single_value("System Settings", "currency")
+			currency_exchange = None
+			if self.currency and self.currency != system_currency:
+				if not frappe.db.exists(
+					"CRM Currency Exchange", {"from_currency": self.currency, "to_currency": system_currency}
+				):
+					new_er = frappe.new_doc("CRM Currency Exchange")
+					new_er.from_currency = self.currency
+					new_er.to_currency = system_currency
+					new_er.insert(ignore_permissions=True)
+					currency_exchange = new_er.name
+				else:
+					currency_exchange = frappe.db.get_value(
+						"CRM Currency Exchange",
+						{"from_currency": self.currency, "to_currency": system_currency},
+						"name",
+					)
+
+			currency_exchange and self.db_set("currency_exchange", currency_exchange)
+
 	@staticmethod
 	def default_list_data():
 		columns = [

crm/fcrm/doctype/crm_organization/crm_organization.json

@@ -10,6 +10,7 @@
   "organization_name",
   "no_of_employees",
   "currency",
+  "currency_exchange",
   "annual_revenue",
   "organization_logo",
   "column_break_pnpp",
@@ -74,12 +75,18 @@
    "fieldtype": "Link",
    "label": "Address",
    "options": "Address"
+  },
+  {
+   "fieldname": "currency_exchange",
+   "fieldtype": "Link",
+   "label": "Currency Exchange",
+   "options": "CRM Currency Exchange"
   }
  ],
  "image_field": "organization_logo",
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2024-09-17 18:37:10.341062",
+ "modified": "2025-07-09 14:32:23.893267",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Organization",
@@ -111,7 +118,8 @@
    "write": 1
   }
  ],
+ "row_format": "Dynamic",
  "sort_field": "modified",
  "sort_order": "DESC",
  "states": []
-}
+}

crm/fcrm/doctype/crm_organization/crm_organization.py

@@ -6,49 +6,74 @@ from frappe.model.document import Document
 
 
 class CRMOrganization(Document):
-		@staticmethod
+	def validate(self):
-		def default_list_data():
+		self.update_currency_exchange()
-			columns = [
+
-				{
+	def update_currency_exchange(self):
-					'label': 'Organization',
+		if self.has_value_changed("currency") or not self.currency_exchange:
-					'type': 'Data',
+			system_currency = frappe.db.get_single_value("System Settings", "currency")
-					'key': 'organization_name',
+			currency_exchange = None
-					'width': '16rem',
+			if self.currency and self.currency != system_currency:
-				},
+				if not frappe.db.exists(
-				{
+					"CRM Currency Exchange", {"from_currency": self.currency, "to_currency": system_currency}
-					'label': 'Website',
+				):
-					'type': 'Data',
+					new_er = frappe.new_doc("CRM Currency Exchange")
-					'key': 'website',
+					new_er.from_currency = self.currency
-					'width': '14rem',
+					new_er.to_currency = system_currency
-				},
+					new_er.insert(ignore_permissions=True)
-				{
+					currency_exchange = new_er.name
-					'label': 'Industry',
+				else:
-					'type': 'Link',
+					currency_exchange = frappe.db.get_value(
-					'key': 'industry',
+						"CRM Currency Exchange",
-					'options': 'CRM Industry',
+						{"from_currency": self.currency, "to_currency": system_currency},
-					'width': '14rem',
+						"name",
-				},
+					)
-				{
+
-					'label': 'Annual Revenue',
+			currency_exchange and self.db_set("currency_exchange", currency_exchange)
-					'type': 'Currency',
+
-					'key': 'annual_revenue',
+	@staticmethod
-					'width': '14rem',
+	def default_list_data():
-				},
+		columns = [
-				{
+			{
-					'label': 'Last Modified',
+				"label": "Organization",
-					'type': 'Datetime',
+				"type": "Data",
-					'key': 'modified',
+				"key": "organization_name",
-					'width': '8rem',
+				"width": "16rem",
-				},
+			},
-			]
+			{
-			rows = [
+				"label": "Website",
-				"name",
+				"type": "Data",
-				"organization_name",
+				"key": "website",
-				"organization_logo",
+				"width": "14rem",
-				"website",
+			},
-				"industry",
+			{
-				"currency",
+				"label": "Industry",
-				"annual_revenue",
+				"type": "Link",
-				"modified",
+				"key": "industry",
-			]
+				"options": "CRM Industry",
-			return {'columns': columns, 'rows': rows}
+				"width": "14rem",
+			},
+			{
+				"label": "Annual Revenue",
+				"type": "Currency",
+				"key": "annual_revenue",
+				"width": "14rem",
+			},
+			{
+				"label": "Last Modified",
+				"type": "Datetime",
+				"key": "modified",
+				"width": "8rem",
+			},
+		]
+		rows = [
+			"name",
+			"organization_name",
+			"organization_logo",
+			"website",
+			"industry",
+			"currency",
+			"annual_revenue",
+			"modified",
+		]
+		return {"columns": columns, "rows": rows}

frontend/src/stores/users.js

@@ -54,7 +54,7 @@ export const usersStore = defineStore('crm-users', () => {
   }
 
   function isManager(email) {
-    return getUser(email).role === 'Sales Manager'
+    return getUser(email).role === 'Sales Manager' || isAdmin(email)
   }
 
   function isSalesUser(email) {