fix: create territory doctype and added in lead/deal/organization

crm/fcrm/doctype/crm_deal/crm_deal.json

@@ -10,6 +10,7 @@
   "organization_tab",
   "organization",
   "website",
+  "territory",
   "annual_revenue",
   "close_date",
   "probability",
@@ -208,11 +209,18 @@
    "fieldtype": "Link",
    "label": "Communication Status",
    "options": "CRM Communication Status"
+  },
+  {
+   "fetch_from": "organization.territory",
+   "fieldname": "territory",
+   "fieldtype": "Data",
+   "label": "Territory",
+   "read_only": 1
   }
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2023-12-28 11:40:16.934256",
+ "modified": "2024-01-04 18:58:55.295874",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Deal",

crm/fcrm/doctype/crm_lead/crm_lead.json

@@ -12,6 +12,7 @@
   "details",
   "organization",
   "website",
+  "territory",
   "industry",
   "job_title",
   "source",
@@ -270,12 +271,19 @@
    "fieldtype": "Link",
    "label": "Communication Status",
    "options": "CRM Communication Status"
+  },
+  {
+   "fetch_from": "organization.territory",
+   "fieldname": "territory",
+   "fieldtype": "Data",
+   "label": "Territory",
+   "read_only": 1
   }
  ],
  "image_field": "image",
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2023-12-28 11:39:47.573673",
+ "modified": "2024-01-04 18:58:26.603817",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Lead",

crm/fcrm/doctype/crm_organization/crm_organization.json

@@ -9,10 +9,11 @@
  "field_order": [
   "organization_name",
   "no_of_employees",
+  "annual_revenue",
   "organization_logo",
   "column_break_pnpp",
   "website",
-  "annual_revenue",
+  "territory",
   "industry"
  ],
  "fields": [
@@ -53,12 +54,18 @@
    "fieldtype": "Link",
    "label": "Industry",
    "options": "CRM Industry"
+  },
+  {
+   "fieldname": "territory",
+   "fieldtype": "Link",
+   "label": "Territory",
+   "options": "CRM Territory"
   }
  ],
  "image_field": "organization_logo",
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2023-11-23 13:11:37.301082",
+ "modified": "2024-01-04 18:57:52.519305",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Organization",

crm/fcrm/doctype/crm_territory/crm_territory.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 Territory", {
+// 	refresh(frm) {
+
+// 	},
+// });

crm/fcrm/doctype/crm_territory/crm_territory.json

@@ -0,0 +1,113 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2024-01-04 18:52:58.872535",
+ "doctype": "DocType",
+ "engine": "InnoDB",
+ "field_order": [
+  "territory_name",
+  "column_break_mckp",
+  "territory_manager",
+  "section_break_qhaf",
+  "old_parent",
+  "parent_crm_territory",
+  "is_group",
+  "column_break_pypy",
+  "lft",
+  "rgt"
+ ],
+ "fields": [
+  {
+   "fieldname": "territory_name",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Territory Name",
+   "reqd": 1
+  },
+  {
+   "default": "0",
+   "fieldname": "is_group",
+   "fieldtype": "Check",
+   "label": "Is Group"
+  },
+  {
+   "fieldname": "column_break_pypy",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "territory_manager",
+   "fieldtype": "Link",
+   "label": "Territory Manager",
+   "options": "User"
+  },
+  {
+   "fieldname": "lft",
+   "fieldtype": "Int",
+   "hidden": 1,
+   "label": "Left",
+   "no_copy": 1,
+   "read_only": 1
+  },
+  {
+   "fieldname": "rgt",
+   "fieldtype": "Int",
+   "hidden": 1,
+   "label": "Right",
+   "no_copy": 1,
+   "read_only": 1
+  },
+  {
+   "default": "0",
+   "fieldname": "is_group",
+   "fieldtype": "Check",
+   "label": "Is Group"
+  },
+  {
+   "fieldname": "old_parent",
+   "fieldtype": "Link",
+   "label": "Old Parent",
+   "options": "CRM Territory"
+  },
+  {
+   "fieldname": "parent_crm_territory",
+   "fieldtype": "Link",
+   "ignore_user_permissions": 1,
+   "label": "Parent CRM Territory",
+   "options": "CRM Territory"
+  },
+  {
+   "fieldname": "column_break_mckp",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "section_break_qhaf",
+   "fieldtype": "Section Break"
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "is_tree": 1,
+ "links": [],
+ "modified": "2024-01-04 18:56:49.292276",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Territory",
+ "nsm_parent_field": "parent_crm_territory",
+ "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": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/doctype/crm_territory/crm_territory.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 CRMTerritory(Document):
+	pass

crm/fcrm/doctype/crm_territory/test_crm_territory.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 TestCRMTerritory(FrappeTestCase):
+	pass