fix: update lead/note/call based on contact

crm/crm/doctype/crm_lead/crm_lead.py

@@ -14,7 +14,8 @@ class CRMLead(Document):
 		self.set_lead_name()
 		self.set_title()
 		self.validate_email()
-		self.validate_contact()
+		if not self.is_new():
+			self.validate_contact()
 	
 	def set_full_name(self):
 		if self.first_name:

crm/twilio/api.py

@@ -84,6 +84,9 @@ def update_call_log(call_sid, status=None):
 	call_log.duration = call_details.duration
 	call_log.start_time = get_datetime_from_timestamp(call_details.start_time)
 	call_log.end_time = get_datetime_from_timestamp(call_details.end_time)
+	call_log.lead = get_lead_from_number(call_log)
+	if call_log.note and call_log.lead:
+		frappe.db.set_value("CRM Note", call_log.note, "lead", call_log.lead)
 	call_log.flags.ignore_permissions = True
 	call_log.save()
 	frappe.db.commit()
@@ -138,3 +141,15 @@ def add_note_to_call_log(call_sid, note):
 
 	call_details = twilio.get_call_info(call_sid)
 	frappe.db.set_value("CRM Call Log", call_details.parent_call_sid, "note", note)
+	frappe.db.commit()
+
+def get_lead_from_number(call):
+	"""Get lead from the given number.
+	"""
+	lead = None
+	if call.type == 'Outgoing':
+		lead = frappe.db.get_value("CRM Lead", { "mobile_no": call.get('to') })
+	else:
+		lead = frappe.db.get_value("CRM Lead", { "mobile_no": call.get('from') })
+
+	return lead

frappe-ui

@@ -1 +1 @@
-Subproject commit 9167057574f2650e83360beb05ae25f0b6478211
+Subproject commit 2d30e159e20274011b87fa6077613557f302ec26

frontend/src/components/CallUI.vue

@@ -362,6 +362,10 @@ function hangUpCall() {
   onCall.value = false
   callStatus.value = ''
   muted.value = false
+  note.value = {
+    title: '',
+    content: '',
+  }
   counterUp.value.stop()
 }
 
@@ -375,6 +379,7 @@ function handleDisconnectedIncomingCall() {
   }
   _call.value = null
   muted.value = false
+  onCall.value = false
   counterUp.value.stop()
 }
 
@@ -419,6 +424,10 @@ async function makeOutgoingCall(number) {
         callStatus.value = ''
         muted.value = false
         counterUp.value.stop()
+        note.value = {
+          title: '',
+          content: '',
+        }
         // update_call_log(conn)
       })
       _call.value.on('cancel', () => {
@@ -430,6 +439,10 @@ async function makeOutgoingCall(number) {
         _call.value = null
         callStatus.value = ''
         muted.value = false
+        note.value = {
+          title: '',
+          content: '',
+        }
         counterUp.value.stop()
       })
     } catch (error) {
@@ -452,6 +465,10 @@ function cancelCall() {
   onCall.value = false
   callStatus.value = ''
   muted.value = false
+  note.value = {
+    title: '',
+    content: '',
+  }
 }
 
 function toggleCallWindow() {

frontend/src/pages/CallLog.vue

@@ -22,7 +22,7 @@
         <div class="text-sm text-gray-900">{{ callLog.doc[field.key] }}</div>
       </div>
     </div>
-    <div class="px-3 pb-1 text-base font-medium mt-3">Call note</div>
+    <!-- <div class="px-3 pb-1 text-base font-medium mt-3">Call note</div>
     <div v-if="callNote?.doc" class="flex flex-col p-3">
       <TextInput
         type="text"
@@ -38,7 +38,7 @@
         @change="(val) => (callNote.doc.content = val)"
         placeholder="Type something and press enter"
       />
-    </div>
+    </div> -->
   </div>
 </template>
 
@@ -116,20 +116,21 @@ const details = {
   ],
 }
 
-const callNote = computed(() => {
+// const callNote = computed(() => {
-  return createDocumentResource({
+//   return createDocumentResource({
-    doctype: 'CRM Note',
+//     doctype: 'CRM Note',
-    name: callLog.doc?.note,
+//     name: callLog.doc?.note,
-    auto: true,
+//     auto: true,
-    setValue: {},
+//     setValue: {},
-  })
+//   })
-})
+// })
 
 async function createLead() {
   let d = await call('frappe.client.insert', {
     doc: {
       doctype: 'CRM Lead',
-      lead_name: 'Lead from call',
+      first_name: "Lead from " + callLog.doc.from,
+      mobile_no: callLog.doc.from,
     },
   })
   if (d.name) {
@@ -140,7 +141,12 @@ async function createLead() {
 }
 
 async function update_note(lead) {
-  callNote.value.setValue.submit({ lead: lead })
+  await call('frappe.client.set_value', {
+    doctype: 'CRM Note',
+    name: callLog.doc?.note,
+    fieldname: 'lead',
+    value: lead,
+  })
 }
 
 async function update_call_log(lead) {