fix: update onboarding status when lead is converted to deal

crm/api/onboarding.py

@@ -17,3 +17,15 @@ def update_user_onboarding_status(steps: str):
 	frappe.db.set_value(
 		"User", frappe.session.user, "onboarding_status", json.dumps(onboarding_status), update_modified=False
 	)
+
+
+@frappe.whitelist()
+def get_first_non_converted_lead():
+	lead = frappe.get_all(
+		"CRM Lead",
+		filters={"converted": 0},
+		fields=["name"],
+		order_by="creation",
+		limit=1,
+	)
+	return lead[0].name if lead else None

frontend/src/composables/onboarding.js

@@ -49,6 +49,18 @@ const steps = reactive([
     title: 'Convert lead to deal',
     icon: markRaw(ConvertIcon),
     completed: false,
+    onClick: async () => {
+      minimize.value = true
+
+      let leadName = await call(
+        'crm.api.onboarding.get_first_non_converted_lead',
+      )
+      if (leadName) {
+        router.push({ name: 'Lead', params: { leadId: leadName } })
+      } else {
+        router.push({ name: 'Leads' })
+      }
+    },
   },
   {
     name: 'create_first_note',

frontend/src/pages/Lead.vue

@@ -348,6 +348,7 @@ import {
   callEnabled,
   isMobileView,
 } from '@/composables/settings'
+import { useOnboarding } from '@/composables/onboarding'
 import { capture } from '@/telemetry'
 import {
   createResource,
@@ -370,6 +371,7 @@ const { isManager } = usersStore()
 const { $dialog, $socket, makeCall } = globalStore()
 const { getContactByName, contacts } = contactsStore()
 const { statusOptions, getLeadStatus, getDealStatus } = statusesStore()
+const { updateOnboardingStep } = useOnboarding()
 const route = useRoute()
 const router = useRouter()
 
@@ -658,6 +660,7 @@ async function convertToDeal(updated) {
       })
     })
     if (_deal) {
+      updateOnboardingStep('convert_lead_to_deal')
       capture('convert_lead_to_deal')
       if (updated) {
         await contacts.reload()