Merge pull request #543 from frappe/develop

crm/api/doc.py

@@ -19,21 +19,23 @@ def sort_options(doctype: str):
 		{
 			"label": _(field.label),
 			"value": field.fieldname,
+			"fieldname": field.fieldname,
 		}
 		for field in fields
 		if field.label and field.fieldname
 	]
 
 	standard_fields = [
-		{"label": "Name", "value": "name"},
-		{"label": "Created On", "value": "creation"},
-		{"label": "Last Modified", "value": "modified"},
-		{"label": "Modified By", "value": "modified_by"},
-		{"label": "Owner", "value": "owner"},
+		{"label": "Name", "fieldname": "name"},
+		{"label": "Created On", "fieldname": "creation"},
+		{"label": "Last Modified", "fieldname": "modified"},
+		{"label": "Modified By", "fieldname": "modified_by"},
+		{"label": "Owner", "fieldname": "owner"},
 	]
 
 	for field in standard_fields:
 		field["label"] = _(field["label"])
+		field["value"] = field["fieldname"]
 		fields.append(field)
 
 	return fields
@@ -100,6 +102,7 @@ def get_filterable_fields(doctype: str):
 
 	for field in res:
 		field["label"] = _(field.get("label"))
+		field["value"] = field.get("fieldname")
 
 	return res
 
@@ -129,23 +132,23 @@ def get_group_by_fields(doctype: str):
 	fields = [
 		{
 			"label": _(field.label),
-			"value": field.fieldname,
+			"fieldname": field.fieldname,
 		}
 		for field in fields
 		if field.label and field.fieldname
 	]
 
 	standard_fields = [
-		{"label": "Name", "value": "name"},
-		{"label": "Created On", "value": "creation"},
-		{"label": "Last Modified", "value": "modified"},
-		{"label": "Modified By", "value": "modified_by"},
-		{"label": "Owner", "value": "owner"},
-		{"label": "Liked By", "value": "_liked_by"},
-		{"label": "Assigned To", "value": "_assign"},
-		{"label": "Comments", "value": "_comments"},
-		{"label": "Created On", "value": "creation"},
-		{"label": "Modified On", "value": "modified"},
+		{"label": "Name", "fieldname": "name"},
+		{"label": "Created On", "fieldname": "creation"},
+		{"label": "Last Modified", "fieldname": "modified"},
+		{"label": "Modified By", "fieldname": "modified_by"},
+		{"label": "Owner", "fieldname": "owner"},
+		{"label": "Liked By", "fieldname": "_liked_by"},
+		{"label": "Assigned To", "fieldname": "_assign"},
+		{"label": "Comments", "fieldname": "_comments"},
+		{"label": "Created On", "fieldname": "creation"},
+		{"label": "Modified On", "fieldname": "modified"},
 	]
 
 	for field in standard_fields:
@@ -197,7 +200,7 @@ def get_quick_filters(doctype: str):
 		)
 
 	if doctype == "CRM Lead":
-		quick_filters = [filter for filter in quick_filters if filter.get("name") != "converted"]
+		quick_filters = [filter for filter in quick_filters if filter.get("fieldname") != "converted"]
 
 	return quick_filters
 
@@ -344,7 +347,7 @@ def get_data(
 		for kc in kanban_columns:
 			column_filters = {column_field: kc.get("name")}
 			order = kc.get("order")
-			if (column_field in filters and filters.get(column_field) != kc.name) or kc.get("delete"):
+			if (column_field in filters and filters.get(column_field) != kc.get("name")) or kc.get("delete"):
 				column_data = []
 			else:
 				column_filters.update(filters.copy())
@@ -392,8 +395,8 @@ def get_data(
 	fields = [
 		{
 			"label": _(field.label),
-			"type": field.fieldtype,
-			"value": field.fieldname,
+			"fieldtype": field.fieldtype,
+			"fieldname": field.fieldname,
 			"options": field.options,
 		}
 		for field in fields
@@ -401,23 +404,23 @@ def get_data(
 	]
 
 	std_fields = [
-		{"label": "Name", "type": "Data", "value": "name"},
-		{"label": "Created On", "type": "Datetime", "value": "creation"},
-		{"label": "Last Modified", "type": "Datetime", "value": "modified"},
+		{"label": "Name", "fieldtype": "Data", "fieldname": "name"},
+		{"label": "Created On", "fieldtype": "Datetime", "fieldname": "creation"},
+		{"label": "Last Modified", "fieldtype": "Datetime", "fieldname": "modified"},
 		{
 			"label": "Modified By",
-			"type": "Link",
-			"value": "modified_by",
+			"fieldtype": "Link",
+			"fieldname": "modified_by",
 			"options": "User",
 		},
-		{"label": "Assigned To", "type": "Text", "value": "_assign"},
-		{"label": "Owner", "type": "Link", "value": "owner", "options": "User"},
-		{"label": "Like", "type": "Data", "value": "_liked_by"},
+		{"label": "Assigned To", "fieldtype": "Text", "fieldname": "_assign"},
+		{"label": "Owner", "fieldtype": "Link", "fieldname": "owner", "options": "User"},
+		{"label": "Like", "fieldtype": "Data", "fieldname": "_liked_by"},
 	]
 
 	for field in std_fields:
-		if field.get("value") not in rows:
-			rows.append(field.get("value"))
+		if field.get("fieldname") not in rows:
+			rows.append(field.get("fieldname"))
 		if field not in fields:
 			field["label"] = _(field["label"])
 			fields.append(field)
@@ -451,12 +454,12 @@ def get_data(
 				return options
 
 		for field in fields:
-			if field.get("value") == group_by_field:
+			if field.get("fieldname") == group_by_field:
 				group_by_field = {
 					"label": field.get("label"),
-					"name": field.get("value"),
-					"type": field.get("type"),
-					"options": get_options(field.get("type"), field.get("options")),
+					"fieldname": field.get("fieldname"),
+					"fieldtype": field.get("fieldtype"),
+					"options": get_options(field.get("fieldtype"), field.get("options")),
 				}
 
 	return {

crm/fcrm/doctype/crm_exotel_settings/crm_exotel_settings.json

@@ -72,7 +72,7 @@
    "depends_on": "enabled",
    "fieldname": "record_call",
    "fieldtype": "Check",
-   "label": "Record Call"
+   "label": "Record Outgoing Calls"
   },
   {
    "fieldname": "column_break_qwfn",
@@ -96,7 +96,7 @@
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2025-01-20 15:00:51.096985",
+ "modified": "2025-01-22 19:54:20.074393",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Exotel Settings",

crm/integrations/api.py

@@ -116,6 +116,9 @@ def get_contact_by_phone_number(phone_number):
 
 
 def get_contact(phone_number, exact_match=False):
+	if not phone_number:
+		return {"mobile_no": phone_number}
+
 	cleaned_number = (
 		phone_number.strip()
 		.replace(" ", "")

frappe-ui

@@ -1 +1 @@
-Subproject commit aea806331c179cc0cdb89b6a2f9de2130bd1061f
+Subproject commit e01b1ee305a0207413cd67ed7345578440c503db

frontend/src/components/Activities/NoteArea.vue

@@ -68,6 +68,6 @@ async function deleteNote(name) {
     doctype: 'FCRM Note',
     name,
   })
-  notes.reload()
+  notes.value?.reload()
 }
 </script>

frontend/src/components/Filter.vue

@@ -197,19 +197,7 @@ const list = defineModel()
 const filterableFields = createResource({
   url: 'crm.api.doc.get_filterable_fields',
   cache: ['filterableFields', props.doctype],
-  params: {
-    doctype: props.doctype,
-  },
-  transform(fields) {
-    fields = fields.map((field) => {
-      return {
-        label: field.label,
-        value: field.fieldname,
-        ...field,
-      }
-    })
-    return fields
-  },
+  params: { doctype: props.doctype },
 })
 
 onMounted(() => {
@@ -447,11 +435,11 @@ function setfilter(data) {
   filters.value.add({
     field: {
       label: data.label,
-      fieldname: data.value,
+      fieldname: data.fieldname,
       fieldtype: data.fieldtype,
       options: data.options,
     },
-    fieldname: data.value,
+    fieldname: data.fieldname,
     operator: getDefaultOperator(data.fieldtype),
     value: getDefaultValue(data),
   })
@@ -459,14 +447,16 @@ function setfilter(data) {
 }
 
 function updateFilter(data, index) {
+  if (!data.fieldname) return
+
   filters.value.delete(Array.from(filters.value)[index])
   filters.value.add({
-    fieldname: data.value,
+    fieldname: data.fieldname,
     operator: getDefaultOperator(data.fieldtype),
     value: getDefaultValue(data),
     field: {
       label: data.label,
-      fieldname: data.value,
+      fieldname: data.fieldname,
       fieldtype: data.fieldtype,
       options: data.options,
     },

frontend/src/components/GroupBy.vue

@@ -45,15 +45,13 @@ const list = defineModel()
 
 const groupByValue = ref({
   label: '',
-  value: '',
+  fieldname: '',
 })
 
 const groupByOptions = createResource({
   url: 'crm.api.doc.get_group_by_fields',
   cache: ['groupByOptions', props.doctype],
-  params: {
-    doctype: props.doctype,
-  },
+  params: { doctype: props.doctype },
 })
 
 onMounted(() => {
@@ -62,8 +60,9 @@ onMounted(() => {
 })
 
 function setGroupBy(data) {
+  if (!data?.fieldname) return
   groupByValue.value = data
-  nextTick(() => emit('update', data.value))
+  nextTick(() => emit('update', data.fieldname))
 }
 
 const options = computed(() => {
@@ -71,7 +70,7 @@ const options = computed(() => {
   if (!list.value?.data?.group_by_field) return groupByOptions.data
   groupByValue.value = list.value.data.group_by_field
   return groupByOptions.data.filter(
-    (option) => option !== groupByValue.value.value
+    (option) => option.fieldname !== groupByValue.value.fieldname,
   )
 })
 </script>

frontend/src/components/SortBy.vue

@@ -195,9 +195,7 @@ const list = defineModel()
 const sortOptions = createResource({
   url: 'crm.api.doc.sort_options',
   cache: ['sortOptions', props.doctype],
-  params: {
-    doctype: props.doctype,
-  },
+  params: { doctype: props.doctype },
 })
 
 onMounted(() => {
@@ -228,7 +226,7 @@ const options = computed(() => {
   const selectedOptions = [...sortValues.value].map((sort) => sort.fieldname)
   restartSort()
   return sortOptions.data.filter((option) => {
-    return !selectedOptions.includes(option.value)
+    return !selectedOptions.includes(option.fieldname)
   })
 })
 
@@ -242,13 +240,13 @@ function getSortLabel() {
   if (!sortValues.value.size) return __('Sort')
   let values = Array.from(sortValues.value)
   let label = sortOptions.data?.find(
-    (option) => option.value === values[0].fieldname,
+    (option) => option.fieldname === values[0].fieldname,
   )?.label
   return label || values[0].fieldname
 }
 
 function setSort(data) {
-  sortValues.value.add({ fieldname: data.value, direction: 'asc' })
+  sortValues.value.add({ fieldname: data.fieldname, direction: 'asc' })
   restartSort()
   apply()
 }
@@ -257,7 +255,7 @@ function updateSort(data, index) {
   let oldSort = Array.from(sortValues.value)[index]
   sortValues.value.delete(oldSort)
   sortValues.value.add({
-    fieldname: data.value,
+    fieldname: data.fieldname,
     direction: oldSort.direction,
   })
   apply()

frontend/src/components/ViewControls.vue

@@ -589,7 +589,7 @@ const viewsDropdownOptions = computed(() => {
 })
 
 const quickFilterList = computed(() => {
-  let filters = [{ name: 'name', label: __('ID') }]
+  let filters = [{ fieldname: 'name', fieldtype: 'Data', label: __('ID') }]
   if (quickFilters.data) {
     filters.push(...quickFilters.data)
   }
@@ -608,8 +608,10 @@ const quickFilterList = computed(() => {
         )
           return
         filter['value'] = value[1]?.replace(/%/g, '')
+      } else if (typeof value == 'boolean') {
+        filter['value'] = value
       } else {
-        filter['value'] = value.replace(/%/g, '')
+        filter['value'] = value?.replace(/%/g, '')
       }
     }
   })

frontend/src/pages/Deals.vue

@@ -328,7 +328,7 @@ function getRow(name, field) {
 const rows = computed(() => {
   if (!deals.value?.data?.data) return []
   if (deals.value.data.view_type === 'group_by') {
-    if (!deals.value?.data.group_by_field?.name) return []
+    if (!deals.value?.data.group_by_field?.fieldname) return []
     return getGroupedByRows(
       deals.value?.data.data,
       deals.value?.data.group_by_field,
@@ -348,9 +348,9 @@ function getGroupedByRows(listRows, groupByField, columns) {
     let filteredRows = []
 
     if (!option) {
-      filteredRows = listRows.filter((row) => !row[groupByField.name])
+      filteredRows = listRows.filter((row) => !row[groupByField.fieldname])
     } else {
-      filteredRows = listRows.filter((row) => row[groupByField.name] == option)
+      filteredRows = listRows.filter((row) => row[groupByField.fieldname] == option)
     }
 
     let groupDetail = {
@@ -359,7 +359,7 @@ function getGroupedByRows(listRows, groupByField, columns) {
       collapsed: false,
       rows: parseRows(filteredRows, columns),
     }
-    if (groupByField.name == 'status') {
+    if (groupByField.fieldname == 'status') {
       groupDetail.icon = () =>
         h(IndicatorIcon, {
           class: getDealStatus(option)?.color,

frontend/src/pages/Leads.vue

@@ -348,7 +348,7 @@ function getRow(name, field) {
 const rows = computed(() => {
   if (!leads.value?.data?.data) return []
   if (leads.value.data.view_type === 'group_by') {
-    if (!leads.value?.data.group_by_field?.name) return []
+    if (!leads.value?.data.group_by_field?.fieldname) return []
     return getGroupedByRows(
       leads.value?.data.data,
       leads.value?.data.group_by_field,
@@ -368,9 +368,9 @@ function getGroupedByRows(listRows, groupByField, columns) {
     let filteredRows = []
 
     if (!option) {
-      filteredRows = listRows.filter((row) => !row[groupByField.name])
+      filteredRows = listRows.filter((row) => !row[groupByField.fieldname])
     } else {
-      filteredRows = listRows.filter((row) => row[groupByField.name] == option)
+      filteredRows = listRows.filter((row) => row[groupByField.fieldname] == option)
     }
 
     let groupDetail = {
@@ -379,7 +379,7 @@ function getGroupedByRows(listRows, groupByField, columns) {
       collapsed: false,
       rows: parseRows(filteredRows, columns),
     }
-    if (groupByField.name == 'status') {
+    if (groupByField.fieldname == 'status') {
       groupDetail.icon = () =>
         h(IndicatorIcon, {
           class: getLeadStatus(option)?.color,