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feat: map fields for syncing

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This commit is contained in:
Hussain Nagaria 2025-09-29 18:59:55 +05:30
parent d0cccc2e61
commit 3ac4a582f5
11 changed files with 181 additions and 73 deletions
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0
crm/lead_syncing/doctype/lead_form_field_mapping/__init__.py → crm/lead_syncing/doctype/facebook_lead_form/__init__.py
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8
crm/lead_syncing/doctype/facebook_lead_form/facebook_lead_form.js Normal file
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@ -0,0 +1,8 @@
// Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on("Facebook Lead Form", {
refresh(frm) {
//
},
});

81
crm/lead_syncing/doctype/facebook_lead_form/facebook_lead_form.json Normal file
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@ -0,0 +1,81 @@
{
"actions": [],
"allow_rename": 1,
"autoname": "field:id",
"creation": "2025-09-26 19:01:48.325681",
"doctype": "DocType",
"engine": "InnoDB",
"field_order": [
"page",
"id",
"column_break_ahyo",
"form_name",
"section_break_iqhq",
"questions"
],
"fields": [
{
"fieldname": "page",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Page",
"options": "Facebook Page",
"reqd": 1
},
{
"fieldname": "id",
"fieldtype": "Data",
"label": "ID",
"unique": 1
},
{
"fieldname": "column_break_ahyo",
"fieldtype": "Column Break"
},
{
"fieldname": "form_name",
"fieldtype": "Data",
"label": "Form Name"
},
{
"fieldname": "section_break_iqhq",
"fieldtype": "Section Break"
},
{
"fieldname": "questions",
"fieldtype": "Table",
"label": "Questions",
"options": "Facebook Lead Form Question"
}
],
"grid_page_length": 50,
"in_create": 1,
"index_web_pages_for_search": 1,
"links": [],
"modified": "2025-09-29 18:50:19.215513",
"modified_by": "Administrator",
"module": "Lead Syncing",
"name": "Facebook Lead Form",
"naming_rule": "By fieldname",
"owner": "hussain@frappe.io",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
}
],
"row_format": "Dynamic",
"show_title_field_in_link": 1,
"sort_field": "creation",
"sort_order": "DESC",
"states": [],
"title_field": "form_name"
}

24
crm/lead_syncing/doctype/facebook_lead_form/facebook_lead_form.py Normal file
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@ -0,0 +1,24 @@
# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class FacebookLeadForm(Document):
# begin: auto-generated types
# This code is auto-generated. Do not modify anything in this block.
from typing import TYPE_CHECKING
if TYPE_CHECKING:
from crm.lead_syncing.doctype.facebook_lead_form_question.facebook_lead_form_question import FacebookLeadFormQuestion
from frappe.types import DF
form_name: DF.Data | None
id: DF.Data | None
page: DF.Link
questions: DF.Table[FacebookLeadFormQuestion]
# end: auto-generated types
pass

22
crm/lead_syncing/doctype/facebook_lead_form/test_facebook_lead_form.py Normal file
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@ -0,0 +1,22 @@
# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
# import frappe
from frappe.tests import IntegrationTestCase
# On IntegrationTestCase, the doctype 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 IntegrationTestFacebookLeadForm(IntegrationTestCase):
"""
Integration tests for FacebookLeadForm.
Use this class for testing interactions between multiple components.
"""
pass

12
crm/lead_syncing/doctype/facebook_lead_form_question/facebook_lead_form_question.json
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@ -10,7 +10,8 @@
"id",
"column_break_hgde",
"key",
"type"
"type",
"mapped_to_crm_field"
],
"fields": [
{
@ -40,13 +41,20 @@
"fieldname": "id",
"fieldtype": "Data",
"label": "ID"
},
{
"default": "Not Synced",
"fieldname": "mapped_to_crm_field",
"fieldtype": "Autocomplete",
"in_list_view": 1,
"label": "Mapped to CRM Field"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2025-09-26 19:48:30.897092",
"modified": "2025-09-29 18:45:21.800960",
"modified_by": "hussain@frappe.io",
"module": "Lead Syncing",
"name": "Facebook Lead Form Question",

1
crm/lead_syncing/doctype/facebook_lead_form_question/facebook_lead_form_question.py
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@ -17,6 +17,7 @@ class FacebookLeadFormQuestion(Document):
id: DF.Data | None
key: DF.Data
label: DF.Data | None
mapped_to_crm_field: DF.Autocomplete | None
parent: DF.Data
parentfield: DF.Data
parenttype: DF.Data

47
crm/lead_syncing/doctype/lead_form_field_mapping/lead_form_field_mapping.json
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@ -1,47 +0,0 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2025-09-26 18:54:57.313880",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"source_field_name",
"column_break_zbml",
"crm_field_name"
],
"fields": [
{
"fieldname": "source_field_name",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Source Field Name",
"reqd": 1
},
{
"fieldname": "column_break_zbml",
"fieldtype": "Column Break"
},
{
"fieldname": "crm_field_name",
"fieldtype": "Data",
"in_list_view": 1,
"label": "CRM Field Name",
"reqd": 1
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2025-09-26 18:55:59.773584",
"modified_by": "hussain@frappe.io",
"module": "Lead Syncing",
"name": "Lead Form Field Mapping",
"owner": "hussain@frappe.io",
"permissions": [],
"row_format": "Dynamic",
"sort_field": "creation",
"sort_order": "DESC",
"states": []
}

9
crm/lead_syncing/doctype/lead_form_field_mapping/lead_form_field_mapping.py
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@ -1,9 +0,0 @@
# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class LeadFormFieldMapping(Document):
pass

14
crm/lead_syncing/doctype/lead_sync_source/lead_sync_source.json
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@ -10,8 +10,6 @@
"access_token",
"column_break_lwcw",
"last_synced_at",
"section_break_itlk",
"field_mapping",
"facebook_tab",
"facebook_page",
"column_break_uxlr",
@ -40,16 +38,6 @@
"fieldtype": "Small Text",
"label": "Access Token"
},
{
"fieldname": "section_break_itlk",
"fieldtype": "Section Break"
},
{
"fieldname": "field_mapping",
"fieldtype": "Table",
"label": "Field Mapping",
"options": "Lead Form Field Mapping"
},
{
"depends_on": "eval:doc.type===\"Facebook\"",
"fieldname": "facebook_tab",
@ -76,7 +64,7 @@
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"links": [],
"modified": "2025-09-26 19:04:31.584094",
"modified": "2025-09-29 18:45:32.305860",
"modified_by": "hussain@frappe.io",
"module": "Lead Syncing",
"name": "Lead Sync Source",

36
crm/lead_syncing/doctype/lead_sync_source/lead_sync_source.py
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@ -17,6 +17,22 @@ def get_fb_graph_api_url(endpoint: str) -> str:
class LeadSyncSource(Document):
# begin: auto-generated types
# This code is auto-generated. Do not modify anything in this block.
from typing import TYPE_CHECKING
if TYPE_CHECKING:
from frappe.types import DF
access_token: DF.SmallText | None
facebook_lead_form: DF.Link | None
facebook_page: DF.Link | None
last_synced_at: DF.Datetime | None
name: DF.Int | None
type: DF.Literal["Facebook"]
# end: auto-generated types
def before_save(self):
if self.type == "Facebook" and self.access_token:
fetch_and_store_pages_from_facebook(self.access_token)
@ -38,12 +54,28 @@ def sync_leads_from_facebook(access_token: str, lead_form_id: str) -> None:
"limit": 15000,
},
).get("data", [])
form_questions = frappe.db.get_all(
"Facebook Lead Form Question", filters={"parent": lead_form_id}, fields=["key", "mapped_to_crm_field"]
)
# Map form questions to CRM Lead fields
question_to_field_map = {q["key"]: q["mapped_to_crm_field"]
for q in form_questions
if q["mapped_to_crm_field"]
}
for lead in leads:
lead_data = {item["name"]: item["values"][0] for item in lead["field_data"]}
crm_lead_data = {question_to_field_map.get(k): v for
k, v in lead_data.items() if k in question_to_field_map
}
crm_lead_data["source"] = "Facebook"
frappe.get_doc(
{
"doctype": "CRM Lead",
"first_name": lead["field_data"][0]["values"][0],
"source": "Facebook",
**crm_lead_data,
}
).insert(ignore_permissions=True)