diff --git a/crm/fcrm/doctype/crm_agent/crm_agent.py b/crm/fcrm/doctype/crm_agent/crm_agent.py index 3b7709c8..0d65bd32 100644 --- a/crm/fcrm/doctype/crm_agent/crm_agent.py +++ b/crm/fcrm/doctype/crm_agent/crm_agent.py @@ -1,9 +1,27 @@ # Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors # For license information, please see license.txt -# import frappe +import frappe from frappe.model.document import Document class CRMAgent(Document): pass + + +@frappe.whitelist() +def update_agent_role(user, new_role): + """ + Update the role of the user to Agent + """ + + user_doc = frappe.get_doc("User", user) + + if new_role == "Sales Manager": + user_doc.append_roles("Sales Manager", "System Manager") + if new_role == "Sales User": + user_doc.append_roles("Sales User") + if "Sales Manager" in frappe.get_roles(user_doc.name): + user_doc.remove_roles("Sales Manager", "System Manager") + + user_doc.save() diff --git a/frontend/src/components/Settings/Agents.vue b/frontend/src/components/Settings/Agents.vue index 443cde8c..10020803 100644 --- a/frontend/src/components/Settings/Agents.vue +++ b/frontend/src/components/Settings/Agents.vue @@ -58,6 +58,15 @@ +
@@ -75,8 +84,12 @@