fix: allow agent to set default medium from settings

crm/api/session.py

@@ -5,7 +5,16 @@ import frappe
 def get_users():
 	users = frappe.qb.get_query(
 		"User",
-		fields=["name", "email", "enabled", "user_image", "first_name", "last_name", "full_name", "user_type"],
+		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)
@@ -14,11 +23,13 @@ def get_users():
 		if frappe.session.user == user.name:
 			user.session_user = True
 
-		user.is_manager = (
+		user.is_manager = "Sales Manager" in frappe.get_roles(user.name) or user.name == "Administrator"
-			"Sales Manager" in frappe.get_roles(user.name) or user.name == "Administrator"
+
-		)
+		user.is_agent = frappe.db.exists("CRM Telephony Agent", {"user": user.name})
+
 	return users
 
+
 @frappe.whitelist()
 def get_contacts():
 	contacts = frappe.get_all(
@@ -37,7 +48,7 @@ def get_contacts():
 			"mobile_no",
 			"phone",
 			"company_name",
-			"modified"
+			"modified",
 		],
 		order_by="first_name asc",
 		distinct=True,
@@ -58,18 +69,12 @@ def get_contacts():
 
 	return contacts
 
+
 @frappe.whitelist()
 def get_lead_contacts():
 	lead_contacts = frappe.get_all(
 		"CRM Lead",
-		fields=[
+		fields=["name", "lead_name", "mobile_no", "phone", "image", "modified"],
-			"name",
-			"lead_name",
-			"mobile_no",
-			"phone",
-			"image",
-			"modified"
-		],
 		filters={"converted": 0},
 		order_by="lead_name asc",
 		distinct=True,
@@ -77,11 +82,12 @@ def get_lead_contacts():
 
 	return lead_contacts
 
+
 @frappe.whitelist()
 def get_organizations():
 	organizations = frappe.qb.get_query(
 		"CRM Organization",
-		fields=['*'],
+		fields=["*"],
 		order_by="name asc",
 		distinct=True,
 	).run(as_dict=1)

frontend/src/components/Settings/Settings.vue

@@ -67,7 +67,7 @@ import {
 import { Dialog, Button, Avatar } from 'frappe-ui'
 import { ref, markRaw, computed, watch, h } from 'vue'
 
-const { isManager, getUser } = usersStore()
+const { isManager, isAgent, getUser } = usersStore()
 
 const user = computed(() => getUser() || {})
 
@@ -108,20 +108,22 @@ const tabs = computed(() => {
           label: __('Telephony'),
           icon: PhoneIcon,
           component: markRaw(TelephonySettings),
+          condition: () => isManager() || isAgent(),
         },
         {
           label: __('WhatsApp'),
           icon: WhatsAppIcon,
           component: markRaw(WhatsAppSettings),
-          condition: () => isWhatsappInstalled.value,
+          condition: () => isWhatsappInstalled.value && isManager(),
         },
         {
           label: __('ERPNext'),
           icon: ERPNextIcon,
           component: markRaw(ERPNextSettings),
+          condition: () => isManager(),
         },
       ],
-      condition: () => isManager(),
+      condition: () => isManager() || isAgent(),
     },
   ]
 

frontend/src/components/Settings/TelephonySettings.vue

@@ -19,17 +19,18 @@
       <FormControl
         type="select"
         v-model="defaultCallingMedium"
-        :label="__('Default calling medium')"
+        :label="__('Default medium')"
         :options="[
           { label: __(''), value: '' },
           { label: __('Twilio'), value: 'Twilio' },
           { label: __('Exotel'), value: 'Exotel' },
         ]"
         class="w-1/2"
+        :description="__('Default calling medium for logged in user')"
       />
 
       <!-- Twilio -->
-      <div class="flex flex-col justify-between gap-4">
+      <div v-if="isManager()" class="flex flex-col justify-between gap-4">
         <span class="text-base font-semibold text-ink-gray-9">
           {{ __('Twilio') }}
         </span>
@@ -42,7 +43,7 @@
       </div>
 
       <!-- Exotel -->
-      <div class="flex flex-col justify-between gap-4">
+      <div v-if="isManager()" class="flex flex-col justify-between gap-4">
         <span class="text-base font-semibold text-ink-gray-9">
           {{ __('Exotel') }}
         </span>
@@ -85,9 +86,12 @@ import {
   call,
 } from 'frappe-ui'
 import { defaultCallingMedium } from '@/composables/settings'
+import { usersStore } from '@/stores/users'
 import { createToast, getRandom } from '@/utils'
 import { ref, computed, watch } from 'vue'
 
+const { isManager, isAgent } = usersStore()
+
 const twilioFields = createResource({
   url: 'crm.api.doc.get_fields',
   cache: ['fields', 'Twilio Settings'],
@@ -273,6 +277,9 @@ function update() {
   if (mediumChanged.value) {
     updateMedium()
   }
+
+  if (!isManager()) return
+
   if (twilio.isDirty) {
     twilio.save.submit()
   }
@@ -298,6 +305,8 @@ async function updateMedium() {
 const error = ref('')
 
 function validateIfDefaultMediumIsEnabled() {
+  if (isAgent() && !isManager()) return true
+
   if (defaultCallingMedium.value === 'Twilio' && !twilio.doc.enabled) {
     error.value = __('Twilio is not enabled')
     return false

frontend/src/stores/users.js

@@ -53,9 +53,14 @@ export const usersStore = defineStore('crm-users', () => {
     return getUser(email).is_manager
   }
 
+  function isAgent(email) {
+    return getUser(email).is_agent
+  }
+
   return {
     users,
     getUser,
     isManager,
+    isAgent,
   }
 })