From 326d07e5b600fa8a5d20204057e09bc628993486 Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 7 Jun 2024 19:49:30 +0530
Subject: [PATCH 1/8] fix: added CRM Fields Layout doctype

---
 .../doctype/crm_fields_layout/__init__.py     |  0
 .../crm_fields_layout/crm_fields_layout.js    |  8 ++
 .../crm_fields_layout/crm_fields_layout.json  | 73 +++++++++++++++++++
 .../crm_fields_layout/crm_fields_layout.py    |  9 +++
 .../test_crm_fields_layout.py                 |  9 +++
 5 files changed, 99 insertions(+)
 create mode 100644 crm/fcrm/doctype/crm_fields_layout/__init__.py
 create mode 100644 crm/fcrm/doctype/crm_fields_layout/crm_fields_layout.js
 create mode 100644 crm/fcrm/doctype/crm_fields_layout/crm_fields_layout.json
 create mode 100644 crm/fcrm/doctype/crm_fields_layout/crm_fields_layout.py
 create mode 100644 crm/fcrm/doctype/crm_fields_layout/test_crm_fields_layout.py

diff --git a/crm/fcrm/doctype/crm_fields_layout/__init__.py b/crm/fcrm/doctype/crm_fields_layout/__init__.py
new file mode 100644
index 00000000..e69de29b
diff --git a/crm/fcrm/doctype/crm_fields_layout/crm_fields_layout.js b/crm/fcrm/doctype/crm_fields_layout/crm_fields_layout.js
new file mode 100644
index 00000000..6a3abeb8
--- /dev/null
+++ b/crm/fcrm/doctype/crm_fields_layout/crm_fields_layout.js
@@ -0,0 +1,8 @@
+// Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+// frappe.ui.form.on("CRM Fields Layout", {
+// 	refresh(frm) {
+
+// 	},
+// });
diff --git a/crm/fcrm/doctype/crm_fields_layout/crm_fields_layout.json b/crm/fcrm/doctype/crm_fields_layout/crm_fields_layout.json
new file mode 100644
index 00000000..c780557a
--- /dev/null
+++ b/crm/fcrm/doctype/crm_fields_layout/crm_fields_layout.json
@@ -0,0 +1,73 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "autoname": "format:{dt}-{type}",
+ "creation": "2024-06-07 16:42:05.495324",
+ "doctype": "DocType",
+ "engine": "InnoDB",
+ "field_order": [
+  "dt",
+  "column_break_post",
+  "type",
+  "section_break_ttpm",
+  "layout"
+ ],
+ "fields": [
+  {
+   "fieldname": "dt",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Document Type",
+   "options": "DocType",
+   "unique": 1
+  },
+  {
+   "fieldname": "type",
+   "fieldtype": "Select",
+   "in_list_view": 1,
+   "in_standard_filter": 1,
+   "label": "Type",
+   "options": "Quick Entry\nSide Panel"
+  },
+  {
+   "fieldname": "section_break_ttpm",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "layout",
+   "fieldtype": "Code",
+   "label": "Layout",
+   "options": "JS"
+  },
+  {
+   "fieldname": "column_break_post",
+   "fieldtype": "Column Break"
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2024-06-07 17:01:20.250697",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Fields Layout",
+ "naming_rule": "Expression",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "sort_field": "creation",
+ "sort_order": "DESC",
+ "states": []
+}
\ No newline at end of file
diff --git a/crm/fcrm/doctype/crm_fields_layout/crm_fields_layout.py b/crm/fcrm/doctype/crm_fields_layout/crm_fields_layout.py
new file mode 100644
index 00000000..36d8bb72
--- /dev/null
+++ b/crm/fcrm/doctype/crm_fields_layout/crm_fields_layout.py
@@ -0,0 +1,9 @@
+# Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+# import frappe
+from frappe.model.document import Document
+
+
+class CRMFieldsLayout(Document):
+	pass
diff --git a/crm/fcrm/doctype/crm_fields_layout/test_crm_fields_layout.py b/crm/fcrm/doctype/crm_fields_layout/test_crm_fields_layout.py
new file mode 100644
index 00000000..bdc71c0a
--- /dev/null
+++ b/crm/fcrm/doctype/crm_fields_layout/test_crm_fields_layout.py
@@ -0,0 +1,9 @@
+# Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+# import frappe
+from frappe.tests.utils import FrappeTestCase
+
+
+class TestCRMFieldsLayout(FrappeTestCase):
+	pass

From ec6de13451065a862cb80ee8258f1aa33c6f946a Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 7 Jun 2024 19:53:46 +0530
Subject: [PATCH 2/8] feat: get quick entry fields api

---
 crm/api/doc.py | 38 ++++++++++++++++++++++++++++++++++++++
 1 file changed, 38 insertions(+)

diff --git a/crm/api/doc.py b/crm/api/doc.py
index fae49446..f8e20b85 100644
--- a/crm/api/doc.py
+++ b/crm/api/doc.py
@@ -1,4 +1,5 @@
 import frappe
+import json
 from frappe import _
 from frappe.model.document import get_controller
 from frappe.model import no_value_fields
@@ -156,6 +157,43 @@ def get_group_by_fields(doctype: str):
 	return fields
 
 
+@frappe.whitelist()
+def get_quick_entry_fields(doctype: str):
+	sections = []
+	if frappe.db.exists("CRM Fields Layout", {"dt": doctype, "type": "Quick Entry"}):
+		layout = frappe.get_doc("CRM Fields Layout", {"dt": doctype, "type": "Quick Entry"})
+	else:
+		return []
+
+	if layout.layout:
+		sections = json.loads(layout.layout)
+
+	allowed_fields = []
+	for section in sections:
+		allowed_fields.extend(section.get("fields"))
+
+	fields = frappe.get_meta(doctype).fields
+	fields = [field for field in fields if field.fieldname in allowed_fields]
+
+	for section in sections:
+		for field in section.get("fields"):
+			field = next((f for f in fields if f.fieldname == field), None)
+			if field:
+				if field.fieldtype == "Select":
+					field.options = field.options.split("\n")
+					field.options = [{"label": _(option), "value": option} for option in field.options]
+					field.options.insert(0, {"label": "", "value": ""})
+				field = {
+					"label": _(field.label),
+					"name": field.fieldname,
+					"type": field.fieldtype,
+					"options": field.options,
+					"mandatory": field.reqd,
+				}
+				section["fields"][section.get("fields").index(field["name"])] = field
+
+	return sections or []
+
 def get_fields_meta(DocField, doctype, allowed_fieldtypes, restricted_fields):
 	parent = "parent" if DocField._table_name == "tabDocField" else "dt"
 	return (

From cf632969ac20242aa4da2cfcbcb4e327bac36cca Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 7 Jun 2024 19:54:29 +0530
Subject: [PATCH 3/8] fix: updated Fields component

---
 frontend/src/components/Fields.vue | 22 +++++++++++-----------
 1 file changed, 11 insertions(+), 11 deletions(-)

diff --git a/frontend/src/components/Fields.vue b/frontend/src/components/Fields.vue
index 84a59179..b93c2357 100644
--- a/frontend/src/components/Fields.vue
+++ b/frontend/src/components/Fields.vue
@@ -2,7 +2,7 @@
   <div class="flex flex-col gap-4">
     <div
       v-for="section in sections"
-      :key="section.section"
+      :key="section.label"
       class="first:border-t-0 first:pt-0"
       :class="section.hideBorder ? '' : 'border-t pt-4'"
     >
@@ -20,34 +20,34 @@
             <span class="text-red-500" v-if="field.mandatory">*</span>
           </div>
           <FormControl
-            v-if="field.type === 'select'"
+            v-if="field.type === 'Select'"
             type="select"
             class="form-control"
             :class="field.prefix ? 'prefix' : ''"
             :options="field.options"
             v-model="data[field.name]"
-            :placeholder="__(field.placeholder)"
+            :placeholder="__(field.placeholder || field.label)"
           >
             <template v-if="field.prefix" #prefix>
               <IndicatorIcon :class="field.prefix" />
             </template>
           </FormControl>
           <Link
-            v-else-if="field.type === 'link'"
+            v-else-if="field.type === 'Link'"
             class="form-control"
             :value="data[field.name]"
-            :doctype="field.doctype"
+            :doctype="field.options"
             @change="(v) => (data[field.name] = v)"
-            :placeholder="__(field.placeholder)"
+            :placeholder="__(field.placeholder || field.label)"
             :onCreate="field.create"
           />
           <Link
-            v-else-if="field.type === 'user'"
+            v-else-if="field.type === 'User'"
             class="form-control"
             :value="getUser(data[field.name]).full_name"
-            :doctype="field.doctype"
+            :doctype="field.options"
             @change="(v) => (data[field.name] = v)"
-            :placeholder="__(field.placeholder)"
+            :placeholder="__(field.placeholder || field.label)"
             :hideMe="true"
           >
             <template #prefix>
@@ -64,7 +64,7 @@
               </Tooltip>
             </template>
           </Link>
-          <div v-else-if="field.type === 'dropdown'">
+          <div v-else-if="field.type === 'Dropdown'">
             <NestedPopover>
               <template #target="{ open }">
                 <Button
@@ -116,7 +116,7 @@
           <FormControl
             v-else
             type="text"
-            :placeholder="__(field.placeholder)"
+            :placeholder="__(field.placeholder || field.label)"
             v-model="data[field.name]"
           />
         </div>

From 8c95d74290d89b2c402a21f60da4e23cd8e216c7 Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 7 Jun 2024 19:55:38 +0530
Subject: [PATCH 4/8] fix: implemented quick entry fields rendering for
 lead/deal/contact & organization

---
 .../src/components/Modals/ContactModal.vue    | 309 +++++++-----------
 frontend/src/components/Modals/DealModal.vue  | 204 ++++--------
 frontend/src/components/Modals/LeadModal.vue  | 144 ++------
 .../components/Modals/OrganizationModal.vue   |  90 +----
 4 files changed, 211 insertions(+), 536 deletions(-)

diff --git a/frontend/src/components/Modals/ContactModal.vue b/frontend/src/components/Modals/ContactModal.vue
index 335380b0..7ec75161 100644
--- a/frontend/src/components/Modals/ContactModal.vue
+++ b/frontend/src/components/Modals/ContactModal.vue
@@ -57,7 +57,11 @@
               <div v-else>{{ field.value }}</div>
             </div>
           </div>
-          <Fields v-else :sections="sections" :data="_contact" />
+          <Fields
+            v-else-if="filteredSections"
+            :sections="filteredSections"
+            :data="_contact"
+          />
         </div>
       </div>
       <div v-if="!detailMode" class="px-4 pb-7 pt-4 sm:px-6">
@@ -87,7 +91,7 @@ import AddressIcon from '@/components/Icons/AddressIcon.vue'
 import CertificateIcon from '@/components/Icons/CertificateIcon.vue'
 import EditIcon from '@/components/Icons/EditIcon.vue'
 import Dropdown from '@/components/frappe-ui/Dropdown.vue'
-import { call } from 'frappe-ui'
+import { call, createResource } from 'frappe-ui'
 import { ref, nextTick, watch, computed, h } from 'vue'
 import { createToast } from '@/utils'
 import { useRouter } from 'vue-router'
@@ -230,199 +234,124 @@ const detailFields = computed(() => {
   return details.filter((detail) => detail.value)
 })
 
-const sections = computed(() => {
-  return [
-    {
-      section: 'Salutation',
-      columns: 1,
-      fields: [
-        {
-          label: 'Salutation',
-          name: 'salutation',
-          type: 'link',
-          placeholder: 'Mr',
-          doctype: 'Salutation',
-        },
-      ],
-    },
-    {
-      section: 'Full Name',
-      columns: 2,
-      hideBorder: true,
-      fields: [
-        {
-          label: 'First Name',
-          name: 'first_name',
-          type: 'data',
-          mandatory: true,
-          placeholder: 'John',
-        },
-        {
-          label: 'Last Name',
-          name: 'last_name',
-          type: 'data',
-          placeholder: 'Doe',
-        },
-      ],
-    },
-    {
-      section: 'Email',
-      columns: 1,
-      hideBorder: true,
-      fields: [
-        {
-          label: 'Email',
-          name: 'email_id',
-          type: props.contact?.data?.name ? 'dropdown' : 'data',
-          placeholder: 'john@doe.com',
-          options:
-            props.contact.data?.email_ids?.map((email) => {
-              return {
-                name: email.name,
-                value: email.email_id,
-                selected: email.email_id === props.contact.data.email_id,
-                placeholder: 'john@doe.com',
-                onClick: () => {
-                  _contact.value.email_id = email.email_id
-                  setAsPrimary('email', email.email_id)
-                },
-                onSave: (option, isNew) => {
-                  if (isNew) {
-                    createNew('email', option.value)
-                    if (props.contact.data.email_ids.length === 1) {
-                      _contact.value.email_id = option.value
-                    }
+const sections = createResource({
+  url: 'crm.api.doc.get_quick_entry_fields',
+  cache: ['quickEntryFields', 'Contact'],
+  params: { doctype: 'Contact' },
+  auto: true,
+})
+
+const filteredSections = computed(() => {
+  let allSections = sections.data || []
+  if (!allSections.length) return []
+
+  allSections.forEach((s) => {
+    s.fields.forEach((field) => {
+      if (field.name == 'email_id') {
+        field.type = props.contact?.data?.name ? 'Dropdown' : 'Data'
+        field.options =
+          props.contact.data?.email_ids?.map((email) => {
+            return {
+              name: email.name,
+              value: email.email_id,
+              selected: email.email_id === props.contact.data.email_id,
+              placeholder: 'john@doe.com',
+              onClick: () => {
+                _contact.value.email_id = email.email_id
+                setAsPrimary('email', email.email_id)
+              },
+              onSave: (option, isNew) => {
+                if (isNew) {
+                  createNew('email', option.value)
+                  if (props.contact.data.email_ids.length === 1) {
+                    _contact.value.email_id = option.value
+                  }
+                } else {
+                  editOption('Contact Email', option.name, option.value)
+                }
+              },
+              onDelete: async (option, isNew) => {
+                props.contact.data.email_ids =
+                  props.contact.data.email_ids.filter(
+                    (email) => email.name !== option.name
+                  )
+                !isNew && (await deleteOption('Contact Email', option.name))
+                if (_contact.value.email_id === option.value) {
+                  if (props.contact.data.email_ids.length === 0) {
+                    _contact.value.email_id = ''
                   } else {
-                    editOption('Contact Email', option.name, option.value)
+                    _contact.value.email_id = props.contact.data.email_ids.find(
+                      (email) => email.is_primary
+                    )?.email_id
                   }
-                },
-                onDelete: async (option, isNew) => {
-                  props.contact.data.email_ids =
-                    props.contact.data.email_ids.filter(
-                      (email) => email.name !== option.name
-                    )
-                  !isNew && (await deleteOption('Contact Email', option.name))
-                  if (_contact.value.email_id === option.value) {
-                    if (props.contact.data.email_ids.length === 0) {
-                      _contact.value.email_id = ''
-                    } else {
-                      _contact.value.email_id =
-                        props.contact.data.email_ids.find(
-                          (email) => email.is_primary
-                        )?.email_id
-                    }
+                }
+              },
+            }
+          }) || []
+        field.create = () => {
+          props.contact.data?.email_ids?.push({
+            name: 'new-1',
+            value: '',
+            selected: false,
+            isNew: true,
+          })
+        }
+      } else if (field.name == 'mobile_no' || field.name == 'actual_mobile_no') {
+        field.type = props.contact?.data?.name ? 'Dropdown' : 'Data'
+        field.name = 'actual_mobile_no'
+        field.options =
+          props.contact.data?.phone_nos?.map((phone) => {
+            return {
+              name: phone.name,
+              value: phone.phone,
+              selected: phone.phone === props.contact.data.actual_mobile_no,
+              onClick: () => {
+                _contact.value.actual_mobile_no = phone.phone
+                _contact.value.mobile_no = phone.phone
+                setAsPrimary('mobile_no', phone.phone)
+              },
+              onSave: (option, isNew) => {
+                if (isNew) {
+                  createNew('phone', option.value)
+                  if (props.contact.data.phone_nos.length === 1) {
+                    _contact.value.actual_mobile_no = option.value
                   }
-                },
-              }
-            }) || [],
-          create: () => {
-            props.contact.data?.email_ids?.push({
-              name: 'new-1',
-              value: '',
-              selected: false,
-              isNew: true,
-            })
-          },
-        },
-      ],
-    },
-    {
-      section: 'Mobile No. & Gender',
-      columns: 2,
-      hideBorder: true,
-      fields: [
-        {
-          label: 'Mobile No.',
-          name: 'actual_mobile_no',
-          type: props.contact?.data?.name ? 'dropdown' : 'data',
-          placeholder: '+91 9876543210',
-          options:
-            props.contact.data?.phone_nos?.map((phone) => {
-              return {
-                name: phone.name,
-                value: phone.phone,
-                selected: phone.phone === props.contact.data.actual_mobile_no,
-                placeholder: '+91 1234567890',
-                onClick: () => {
-                  _contact.value.actual_mobile_no = phone.phone
-                  _contact.value.mobile_no = phone.phone
-                  setAsPrimary('mobile_no', phone.phone)
-                },
-                onSave: (option, isNew) => {
-                  if (isNew) {
-                    createNew('phone', option.value)
-                    if (props.contact.data.phone_nos.length === 1) {
-                      _contact.value.actual_mobile_no = option.value
-                    }
+                } else {
+                  editOption('Contact Phone', option.name, option.value)
+                }
+              },
+              onDelete: async (option, isNew) => {
+                props.contact.data.phone_nos =
+                  props.contact.data.phone_nos.filter(
+                    (phone) => phone.name !== option.name
+                  )
+                !isNew && (await deleteOption('Contact Phone', option.name))
+                if (_contact.value.actual_mobile_no === option.value) {
+                  if (props.contact.data.phone_nos.length === 0) {
+                    _contact.value.actual_mobile_no = ''
                   } else {
-                    editOption('Contact Phone', option.name, option.value)
+                    _contact.value.actual_mobile_no =
+                      props.contact.data.phone_nos.find(
+                        (phone) => phone.is_primary_mobile_no
+                      )?.phone
                   }
-                },
-                onDelete: async (option, isNew) => {
-                  props.contact.data.phone_nos =
-                    props.contact.data.phone_nos.filter(
-                      (phone) => phone.name !== option.name
-                    )
-                  !isNew && (await deleteOption('Contact Phone', option.name))
-                  if (_contact.value.actual_mobile_no === option.value) {
-                    if (props.contact.data.phone_nos.length === 0) {
-                      _contact.value.actual_mobile_no = ''
-                    } else {
-                      _contact.value.actual_mobile_no =
-                        props.contact.data.phone_nos.find(
-                          (phone) => phone.is_primary_mobile_no
-                        )?.phone
-                    }
-                  }
-                },
-              }
-            }) || [],
-          create: () => {
-            props.contact.data?.phone_nos?.push({
-              name: 'new-1',
-              value: '',
-              selected: false,
-              isNew: true,
-            })
-          },
-        },
-        {
-          label: 'Gender',
-          name: 'gender',
-          type: 'link',
-          doctype: 'Gender',
-          placeholder: 'Male',
-        },
-      ],
-    },
-    {
-      section: 'Organization',
-      columns: 1,
-      hideBorder: true,
-      fields: [
-        {
-          label: 'Organization',
-          name: 'company_name',
-          type: 'link',
-          doctype: 'CRM Organization',
-          placeholder: 'Frappé Technologies',
-        },
-      ],
-    },
-    {
-      section: 'Designation',
-      columns: 1,
-      hideBorder: true,
-      fields: [
-        {
-          label: 'Designation',
-          name: 'designation',
-          type: 'data',
-          placeholder: 'CEO',
-        },
-      ],
-    },
-  ]
+                }
+              },
+            }
+          }) || []
+        field.create = () => {
+          props.contact.data?.phone_nos?.push({
+            name: 'new-1',
+            value: '',
+            selected: false,
+            isNew: true,
+          })
+        }
+      }
+    })
+  })
+
+  return allSections
 })
 
 async function setAsPrimary(field, value) {
diff --git a/frontend/src/components/Modals/DealModal.vue b/frontend/src/components/Modals/DealModal.vue
index e854033d..636a3968 100644
--- a/frontend/src/components/Modals/DealModal.vue
+++ b/frontend/src/components/Modals/DealModal.vue
@@ -7,7 +7,7 @@
     }"
   >
     <template #body-content>
-      <div class="mb-4 grid sm:grid-cols-3 grid-cols-1 gap-4">
+      <div class="mb-4 grid grid-cols-1 gap-4 sm:grid-cols-3">
         <div class="flex items-center gap-3 text-sm text-gray-600">
           <div>{{ __('Choose Existing Organization') }}</div>
           <Switch v-model="chooseExistingOrganization" />
@@ -17,7 +17,12 @@
           <Switch v-model="chooseExistingContact" />
         </div>
       </div>
-      <Fields class="border-t pt-4" :sections="sections" :data="deal" />
+      <Fields
+        v-if="filteredSections"
+        class="border-t pt-4"
+        :sections="filteredSections"
+        :data="deal"
+      />
       <ErrorMessage class="mt-4" v-if="error" :message="__(error)" />
     </template>
     <template #actions>
@@ -71,155 +76,66 @@ const isDealCreating = ref(false)
 const chooseExistingContact = ref(false)
 const chooseExistingOrganization = ref(false)
 
-const sections = computed(() => {
-  let fields = []
+const sections = createResource({
+  url: 'crm.api.doc.get_quick_entry_fields',
+  cache: ['quickEntryFields', 'CRM Deal'],
+  params: { doctype: 'CRM Deal' },
+  auto: true,
+  transform: (data) => {
+    return data.forEach((section) => {
+      section.fields.forEach((field) => {
+        if (field.name == 'status') {
+          field.type = 'Select'
+          field.options = dealStatuses.value
+          field.prefix = getDealStatus(deal.status).iconColorClass
+        } else if (field.name == 'deal_owner') {
+          field.type = 'User'
+        }
+      })
+    })
+  },
+})
+
+const filteredSections = computed(() => {
+  let allSections = sections.data || []
+  if (!allSections.length) return []
+
+  let _filteredSections = []
+
   if (chooseExistingOrganization.value) {
-    fields.push({
-      section: 'Select Organization',
-      fields: [
-        {
-          label: 'Organization',
-          name: 'organization',
-          type: 'link',
-          placeholder: 'Frappé Technologies',
-          doctype: 'CRM Organization',
-        },
-      ],
-    })
+    _filteredSections.push(
+      allSections.find((s) => s.label === 'Select Organization')
+    )
   } else {
-    fields.push({
-      section: 'Organization Details',
-      fields: [
-        {
-          label: 'Organization Name',
-          name: 'organization_name',
-          type: 'data',
-          placeholder: 'Frappé Technologies',
-        },
-        {
-          label: 'Website',
-          name: 'website',
-          type: 'data',
-          placeholder: 'https://frappe.io',
-        },
-        {
-          label: 'No of Employees',
-          name: 'no_of_employees',
-          type: 'select',
-          options: [
-            { label: __('1-10'), value: '1-10' },
-            { label: __('11-50'), value: '11-50' },
-            { label: __('51-200'), value: '51-200' },
-            { label: __('201-500'), value: '201-500' },
-            { label: __('501-1000'), value: '501-1000' },
-            { label: __('1001-5000'), value: '1001-5000' },
-            { label: __('5001-10000'), value: '5001-10000' },
-            { label: __('10001+'), value: '10001+' },
-          ],
-          placeholder: '1-10',
-        },
-        {
-          label: 'Territory',
-          name: 'territory',
-          type: 'link',
-          doctype: 'CRM Territory',
-          placeholder: 'India',
-        },
-        {
-          label: 'Annual Revenue',
-          name: 'annual_revenue',
-          type: 'data',
-          placeholder: '9,999,999',
-        },
-        {
-          label: 'Industry',
-          name: 'industry',
-          type: 'link',
-          doctype: 'CRM Industry',
-          placeholder: 'Technology',
-        },
-      ],
-    })
+    _filteredSections.push(
+      allSections.find((s) => s.label === 'Organization Details')
+    )
   }
+
   if (chooseExistingContact.value) {
-    fields.push({
-      section: 'Select Contact',
-      fields: [
-        {
-          label: 'Contact',
-          name: 'contact',
-          type: 'link',
-          placeholder: 'John Doe',
-          doctype: 'Contact',
-        },
-      ],
-    })
+    _filteredSections.push(
+      allSections.find((s) => s.label === 'Select Contact')
+    )
   } else {
-    fields.push({
-      section: 'Contact Details',
-      fields: [
-        {
-          label: 'Salutation',
-          name: 'salutation',
-          type: 'link',
-          doctype: 'Salutation',
-          placeholder: 'Mr',
-        },
-        {
-          label: 'First Name',
-          name: 'first_name',
-          type: 'data',
-          placeholder: 'John',
-        },
-        {
-          label: 'Last Name',
-          name: 'last_name',
-          type: 'data',
-          placeholder: 'Doe',
-        },
-        {
-          label: 'Email',
-          name: 'email',
-          type: 'data',
-          placeholder: 'john@doe.com',
-        },
-        {
-          label: 'Mobile No',
-          name: 'mobile_no',
-          type: 'data',
-          placeholder: '+91 1234567890',
-        },
-        {
-          label: 'Gender',
-          name: 'gender',
-          type: 'link',
-          doctype: 'Gender',
-          placeholder: 'Male',
-        },
-      ],
-    })
+    _filteredSections.push(
+      allSections.find((s) => s.label === 'Contact Details')
+    )
   }
-  fields.push({
-    section: 'Deal Details',
-    columns: 2,
-    fields: [
-      {
-        label: 'Status',
-        name: 'status',
-        type: 'select',
-        options: dealStatuses.value,
-        prefix: getDealStatus(deal.status).iconColorClass,
-      },
-      {
-        label: 'Deal Owner',
-        name: 'deal_owner',
-        type: 'user',
-        placeholder: 'Deal Owner',
-        doctype: 'User',
-      },
-    ],
+
+  allSections.forEach((s) => {
+    if (
+      ![
+        'Select Organization',
+        'Organization Details',
+        'Select Contact',
+        'Contact Details',
+      ].includes(s.label)
+    ) {
+      _filteredSections.push(s)
+    }
   })
-  return fields
+
+  return _filteredSections
 })
 
 const dealStatuses = computed(() => {
diff --git a/frontend/src/components/Modals/LeadModal.vue b/frontend/src/components/Modals/LeadModal.vue
index ed92a0ef..aeb0a1ab 100644
--- a/frontend/src/components/Modals/LeadModal.vue
+++ b/frontend/src/components/Modals/LeadModal.vue
@@ -7,7 +7,7 @@
     }"
   >
     <template #body-content>
-      <Fields :sections="sections" :data="lead" />
+      <Fields v-if="sections.data" :sections="sections.data" :data="lead" />
       <ErrorMessage class="mt-4" v-if="error" :message="__(error)" />
     </template>
     <template #actions>
@@ -39,6 +39,26 @@ const router = useRouter()
 const error = ref(null)
 const isLeadCreating = ref(false)
 
+const sections = createResource({
+  url: 'crm.api.doc.get_quick_entry_fields',
+  cache: ['quickEntryFields', 'CRM Lead'],
+  params: { doctype: 'CRM Lead' },
+  auto: true,
+  transform: (data) => {
+    return data.forEach((section) => {
+      section.fields.forEach((field) => {
+        if (field.name == 'status') {
+          field.type = 'Select'
+          field.options = leadStatuses.value
+          field.prefix = getLeadStatus(lead.status).iconColorClass
+        } else if (field.name == 'lead_owner') {
+          field.type = 'User'
+        }
+      })
+    })
+  },
+})
+
 const lead = reactive({
   salutation: '',
   first_name: '',
@@ -56,128 +76,6 @@ const lead = reactive({
   lead_owner: '',
 })
 
-const sections = computed(() => {
-  return [
-    {
-      section: 'Contact Details',
-      fields: [
-        {
-          label: 'Salutation',
-          name: 'salutation',
-          type: 'link',
-          placeholder: 'Mr',
-          doctype: 'Salutation',
-        },
-        {
-          label: 'First Name',
-          name: 'first_name',
-          mandatory: true,
-          type: 'data',
-          placeholder: 'John',
-        },
-        {
-          label: 'Last Name',
-          name: 'last_name',
-          type: 'data',
-          placeholder: 'Doe',
-        },
-        {
-          label: 'Email',
-          name: 'email',
-          type: 'data',
-          placeholder: 'john@doe.com',
-        },
-        {
-          label: 'Mobile No',
-          name: 'mobile_no',
-          type: 'data',
-          placeholder: '+91 9876543210',
-        },
-        {
-          label: 'Gender',
-          name: 'gender',
-          type: 'link',
-          doctype: 'Gender',
-          placeholder: 'Male',
-        },
-      ],
-    },
-    {
-      section: 'Organization Details',
-      fields: [
-        {
-          label: 'Organization',
-          name: 'organization',
-          type: 'data',
-          placeholder: 'Frappé Technologies',
-        },
-        {
-          label: 'Website',
-          name: 'website',
-          type: 'data',
-          placeholder: 'https://frappe.io',
-        },
-        {
-          label: 'No of Employees',
-          name: 'no_of_employees',
-          type: 'select',
-          options: [
-            { label: __('1-10'), value: '1-10' },
-            { label: __('11-50'), value: '11-50' },
-            { label: __('51-200'), value: '51-200' },
-            { label: __('201-500'), value: '201-500' },
-            { label: __('501-1000'), value: '501-1000' },
-            { label: __('1001-5000'), value: '1001-5000' },
-            { label: __('5001-10000'), value: '5001-10000' },
-            { label: __('10001+'), value: '10001+' },
-          ],
-          placeholder: '1-10',
-        },
-        {
-          label: 'Territory',
-          name: 'territory',
-          type: 'link',
-          doctype: 'CRM Territory',
-          placeholder: 'India',
-        },
-        {
-          label: 'Annual Revenue',
-          name: 'annual_revenue',
-          type: 'data',
-          placeholder: '1000000',
-        },
-        {
-          label: 'Industry',
-          name: 'industry',
-          type: 'link',
-          doctype: 'CRM Industry',
-          placeholder: 'Technology',
-        },
-      ],
-    },
-    {
-      section: 'Other Details',
-      columns: 2,
-      fields: [
-        {
-          label: 'Status',
-          name: 'status',
-          type: 'select',
-          options: leadStatuses.value,
-          prefix: getLeadStatus(lead.status).iconColorClass,
-        },
-        {
-          label: 'Lead Owner',
-          name: 'lead_owner',
-          type: 'user',
-          placeholder: 'Lead Owner',
-          doctype: 'User',
-        },
-      ],
-    },
-  ]
-})
-
 const createLead = createResource({
   url: 'frappe.client.insert',
   makeParams(values) {
diff --git a/frontend/src/components/Modals/OrganizationModal.vue b/frontend/src/components/Modals/OrganizationModal.vue
index 0816f7e7..08a7e91a 100644
--- a/frontend/src/components/Modals/OrganizationModal.vue
+++ b/frontend/src/components/Modals/OrganizationModal.vue
@@ -35,7 +35,11 @@
               <div>{{ field.value }}</div>
             </div>
           </div>
-          <Fields v-else :sections="sections" :data="_organization" />
+          <Fields
+            v-else-if="sections.data"
+            :sections="sections.data"
+            :data="_organization"
+          />
         </div>
       </div>
       <div v-if="!detailMode" class="px-4 pb-7 pt-4 sm:px-6">
@@ -60,7 +64,7 @@ import EditIcon from '@/components/Icons/EditIcon.vue'
 import WebsiteIcon from '@/components/Icons/WebsiteIcon.vue'
 import OrganizationsIcon from '@/components/Icons/OrganizationsIcon.vue'
 import TerritoryIcon from '@/components/Icons/TerritoryIcon.vue'
-import { call, FeatherIcon } from 'frappe-ui'
+import { call, FeatherIcon, createResource } from 'frappe-ui'
 import { ref, nextTick, watch, computed, h } from 'vue'
 import { useRouter } from 'vue-router'
 
@@ -220,83 +224,11 @@ const fields = computed(() => {
   return details.filter((field) => field.value)
 })
 
-const sections = computed(() => {
-  return [
-    {
-      section: 'Organization Name',
-      columns: 1,
-      fields: [
-        {
-          label: 'Organization Name',
-          name: 'organization_name',
-          type: 'data',
-          placeholder: 'Frappé Technologies',
-        },
-      ],
-    },
-    {
-      section: 'Website & Revenue',
-      columns: 2,
-      hideBorder: true,
-      fields: [
-        {
-          label: 'Website',
-          name: 'website',
-          type: 'data',
-          placeholder: 'https://example.com',
-        },
-        {
-          label: 'Annual Revenue',
-          name: 'annual_revenue',
-          type: 'data',
-          placeholder: '9,999,999',
-        },
-      ],
-    },
-    {
-      section: 'Territory',
-      columns: 1,
-      hideBorder: true,
-      fields: [
-        {
-          label: 'Territory',
-          name: 'territory',
-          type: 'link',
-          doctype: 'CRM Territory',
-          placeholder: 'India',
-        },
-      ],
-    },
-    {
-      section: 'No of Employees & Industry',
-      columns: 2,
-      hideBorder: true,
-      fields: [
-        {
-          label: 'No of Employees',
-          name: 'no_of_employees',
-          type: 'select',
-          options: [
-            { label: __('1-10'), value: '1-10' },
-            { label: __('11-50'), value: '11-50' },
-            { label: __('51-200'), value: '51-200' },
-            { label: __('201-500'), value: '201-500' },
-            { label: __('501-1000'), value: '501-1000' },
-            { label: __('1001-5000'), value: '1001-5000' },
-            { label: __('5001-10000'), value: '5001-10000' },
-            { label: __('10001+'), value: '10001+' },
-          ],
-        },
-        {
-          label: 'Industry',
-          name: 'industry',
-          type: 'link',
-          doctype: 'CRM Industry',
-          placeholder: 'Technology',
-        },
-      ],
-    },
-  ]
+const sections = createResource({
+  url: 'crm.api.doc.get_quick_entry_fields',
+  cache: ['quickEntryFields', 'CRM Organization'],
+  params: { doctype: 'CRM Organization' },
+  auto: true,
 })
 
 watch(

From cf28f401bfdc584bcd6d3d80afa3134c2f6fb7ad Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 7 Jun 2024 20:06:19 +0530
Subject: [PATCH 5/8] fix: added default fields layout for quick entry

---
 crm/install.py | 31 +++++++++++++++++++++++++++++++
 1 file changed, 31 insertions(+)

diff --git a/crm/install.py b/crm/install.py
index 351dd8ce..c20c7a9c 100644
--- a/crm/install.py
+++ b/crm/install.py
@@ -13,6 +13,7 @@ def after_install():
 	add_default_lead_statuses()
 	add_default_deal_statuses()
 	add_default_communication_statuses()
+	add_default_fields_layout()
 	add_property_setter()
 	add_email_template_custom_fields()
 	frappe.db.commit()
@@ -108,6 +109,36 @@ def add_default_communication_statuses():
 		doc.status = status
 		doc.insert()
 
+def add_default_fields_layout():
+	layouts = {
+		"CRM Lead-Quick Entry": {
+			"doctype": "CRM Lead",
+			"layout": '[\n{\n"label": "Person",\n"hideLabel": true,\n\t"fields": ["salutation", "first_name", "last_name", "email", "mobile_no", "gender"]\n},\n{\n"label": "Organization",\n"hideLabel": true,\n\t"fields": ["organization", "website", "no_of_employees", "territory", "annual_revenue", "industry"]\n},\n{\n"label": "Other",\n"hideLabel": true,\n"columns": 2,\n\t"fields": ["status", "lead_owner"]\n}\n]'
+		},
+		"CRM Deal-Quick Entry": {
+			"doctype": "CRM Deal",
+			"layout": '[\n{\n"label": "Select Organization",\n\t"fields": ["organization"]\n},\n{\n"label": "Organization Details",\n\t"fields": [{"label": "Organization Name", "name": "organization_name", "type": "Data"}, "website", "no_of_employees", "territory", "annual_revenue", {"label": "Industry", "name": "industry", "type": "Link", "options": "CRM Industry"}]\n},\n{\n"label": "Select Contact",\n\t"fields": [{"label": "Contact", "name": "contact", "type": "Link", "options": "Contact"}]\n},\n{\n"label": "Contact Details",\n\t"fields": [{"label": "Salutation", "name": "salutation", "type": "Link", "options": "Salutation"}, {"label": "First Name", "name": "first_name", "type": "Data"}, {"label": "Last Name", "name": "last_name", "type": "Data"}, "email", "mobile_no", {"label": "Gender", "name": "gender", "type": "Link", "options": "Gender"}]\n},\n{\n"label": "Other",\n"columns": 2,\n\t"fields": ["status", "deal_owner"]\n}\n]'
+		},
+		"Contact-Quick Entry": {
+			"doctype": "Contact",
+			"layout": '[\n{\n"label": "Salutation",\n"columns": 1,\n"fields": ["salutation"]\n},\n{\n"label": "Full Name",\n"columns": 2,\n"hideBorder": true,\n"fields": ["first_name", "last_name"]\n},\n{\n"label": "Email",\n"columns": 1,\n"hideBorder": true,\n"fields": ["email_id"]\n},\n{\n"label": "Mobile No. & Gender",\n"columns": 2,\n"hideBorder": true,\n"fields": ["mobile_no", "gender"]\n},\n{\n"label": "Organization",\n"columns": 1,\n"hideBorder": true,\n"fields": ["company_name"]\n},\n{\n"label": "Designation",\n"columns": 1,\n"hideBorder": true,\n"fields": ["designation"]\n}\n]'
+		},
+		"Organization-Quick Entry": {
+			"doctype": "CRM Organization",
+			"layout": '[\n{\n"label": "Organization Name",\n"columns": 1,\n"fields": ["organization_name"]\n},\n{\n"label": "Website & Revenue",\n"columns": 2,\n"hideBorder": true,\n"fields": ["website", "annual_revenue"]\n},\n{\n"label": "Territory",\n"columns": 1,\n"hideBorder": true,\n"fields": ["territory"]\n},\n{\n"label": "No of Employees & Industry",\n"columns": 2,\n"hideBorder": true,\n"fields": ["no_of_employees", "industry"]\n}\n]'
+		},
+	}
+
+	for layout in layouts:
+		if frappe.db.exists("CRM Fields Layout", layout):
+			continue
+
+		doc = frappe.new_doc("CRM Fields Layout")
+		doc.type = "Quick Entry"
+		doc.dt = layout.doctype
+		doc.layout = layout.layout
+		doc.insert()
+
 def add_property_setter():
 	if not frappe.db.exists("Property Setter", {"name": "Contact-main-search_fields"}):
 		doc = frappe.new_doc("Property Setter")

From 6c8d4ef5df27580a25104f3e5f6945292353219d Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 7 Jun 2024 20:18:44 +0530
Subject: [PATCH 6/8] patch: added patch to create default fields layout

---
 crm/patches.txt                                  | 3 ++-
 crm/patches/v1_0/create_default_fields_layout.py | 5 +++++
 2 files changed, 7 insertions(+), 1 deletion(-)
 create mode 100644 crm/patches/v1_0/create_default_fields_layout.py

diff --git a/crm/patches.txt b/crm/patches.txt
index a16089c3..c0204ec5 100644
--- a/crm/patches.txt
+++ b/crm/patches.txt
@@ -5,4 +5,5 @@ crm.patches.v1_0.move_crm_note_data_to_fcrm_note
 
 [post_model_sync]
 # Patches added in this section will be executed after doctypes are migrated
-crm.patches.v1_0.create_email_template_custom_fields
\ No newline at end of file
+crm.patches.v1_0.create_email_template_custom_fields
+crm.patches.v1_0.create_default_fields_layout
\ No newline at end of file
diff --git a/crm/patches/v1_0/create_default_fields_layout.py b/crm/patches/v1_0/create_default_fields_layout.py
new file mode 100644
index 00000000..383e7ac2
--- /dev/null
+++ b/crm/patches/v1_0/create_default_fields_layout.py
@@ -0,0 +1,5 @@
+
+from crm.install import add_default_fields_layout
+
+def execute():
+    add_default_fields_layout()
\ No newline at end of file

From 4992640d08406c73819013412c207745e96d0b70 Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 7 Jun 2024 20:25:14 +0530
Subject: [PATCH 7/8] fix: minor fix

---
 crm/install.py | 6 +++---
 1 file changed, 3 insertions(+), 3 deletions(-)

diff --git a/crm/install.py b/crm/install.py
index c20c7a9c..923cbd4e 100644
--- a/crm/install.py
+++ b/crm/install.py
@@ -113,7 +113,7 @@ def add_default_fields_layout():
 	layouts = {
 		"CRM Lead-Quick Entry": {
 			"doctype": "CRM Lead",
-			"layout": '[\n{\n"label": "Person",\n"hideLabel": true,\n\t"fields": ["salutation", "first_name", "last_name", "email", "mobile_no", "gender"]\n},\n{\n"label": "Organization",\n"hideLabel": true,\n\t"fields": ["organization", "website", "no_of_employees", "territory", "annual_revenue", "industry"]\n},\n{\n"label": "Other",\n"hideLabel": true,\n"columns": 2,\n\t"fields": ["status", "lead_owner"]\n}\n]'
+			"layout": '[\n{\n"label": "Person",\n\t"fields": ["salutation", "first_name", "last_name", "email", "mobile_no", "gender"]\n},\n{\n"label": "Organization",\n\t"fields": ["organization", "website", "no_of_employees", "territory", "annual_revenue", "industry"]\n},\n{\n"label": "Other",\n"columns": 2,\n\t"fields": ["status", "lead_owner"]\n}\n]'
 		},
 		"CRM Deal-Quick Entry": {
 			"doctype": "CRM Deal",
@@ -135,8 +135,8 @@ def add_default_fields_layout():
 
 		doc = frappe.new_doc("CRM Fields Layout")
 		doc.type = "Quick Entry"
-		doc.dt = layout.doctype
-		doc.layout = layout.layout
+		doc.dt = layouts[layout]["doctype"]
+		doc.layout = layouts[layout]["layout"]
 		doc.insert()
 
 def add_property_setter():

From 2ad3411bbb325e653eee36ebfa307b5c217e2241 Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 7 Jun 2024 20:51:06 +0530
Subject: [PATCH 8/8] fix: added validation for lead/deal status

---
 frontend/src/components/Modals/DealModal.vue | 4 ++++
 frontend/src/components/Modals/LeadModal.vue | 4 ++++
 2 files changed, 8 insertions(+)

diff --git a/frontend/src/components/Modals/DealModal.vue b/frontend/src/components/Modals/DealModal.vue
index 636a3968..bf465ddc 100644
--- a/frontend/src/components/Modals/DealModal.vue
+++ b/frontend/src/components/Modals/DealModal.vue
@@ -171,6 +171,10 @@ function createDeal() {
         error.value = __('Invalid Email')
         return error.value
       }
+      if (!deal.status) {
+        error.value = __('Status is required')
+        return error.value
+      }
       isDealCreating.value = true
     },
     onSuccess(name) {
diff --git a/frontend/src/components/Modals/LeadModal.vue b/frontend/src/components/Modals/LeadModal.vue
index aeb0a1ab..54e7566e 100644
--- a/frontend/src/components/Modals/LeadModal.vue
+++ b/frontend/src/components/Modals/LeadModal.vue
@@ -122,6 +122,10 @@ function createNewLead() {
         error.value = __('Invalid Email')
         return error.value
       }
+      if (!lead.status) {
+        error.value = __('Status is required')
+        return error.value
+      }
       isLeadCreating.value = true
     },
     onSuccess(data) {