fix: send and receive whatsapp message from/on lead/deal

crm/api/activities.py

@@ -336,25 +336,3 @@ def get_linked_tasks(name):
 		],
 	)
 	return tasks or []
-
-@frappe.whitelist()
-def get_whatsapp_messages(doctype, name):
-	whatsapp_messages = frappe.db.get_all(
-		"WhatsApp Message",
-		filters={"reference_doctype": doctype, "reference_name": name, "status": ("not in", ["failed"])},
-		fields=["name", "type", "to", "from", "content_type", "creation", "message", "status"],
-	)
-	return whatsapp_messages or []
-
-@frappe.whitelist()
-def create_whatsapp_message(reference_doctype, reference_name, to, message, content_type="text"):
-	doc = frappe.new_doc("WhatsApp Message")
-	doc.update({
-		"reference_doctype": reference_doctype,
-		"reference_name": reference_name,
-		"to": to,
-		"message": message,
-		"content_type": content_type,
-	})
-	doc.insert(ignore_permissions=True)
-	return doc.name

crm/api/whatsapp.py

@@ -0,0 +1,54 @@
+import frappe
+
+def validate(doc, method):
+	if doc.type == "Incoming" and doc.get("from"):
+		name, doctype = get_lead_or_deal_from_number(doc.get("from"))
+		doc.reference_doctype = doctype
+		doc.reference_name = name
+
+def get_lead_or_deal_from_number(number):
+	"""Get lead/deal from the given number.
+	"""
+
+	def find_record(doctype, mobile_no, where=''):
+		mobile_no = parse_mobile_no(mobile_no)
+		
+		query = f"""
+			SELECT name, mobile_no
+			FROM `tab{doctype}`
+			WHERE CONCAT('+', REGEXP_REPLACE(mobile_no, '[^0-9]', '')) = {mobile_no}
+		"""
+
+		data = frappe.db.sql(query + where, as_dict=True)
+		return data[0].name if data else None
+
+	doctype = "CRM Deal"
+
+	doc = find_record(doctype, number) or None
+	if not doc:
+		doctype = "CRM Lead"
+		doc = find_record(doctype, number, 'AND converted is not True')
+		if not doc:
+			doc = find_record(doctype, number)
+
+	return doc, doctype
+
+def parse_mobile_no(mobile_no: str):
+	"""Parse mobile number to remove spaces, brackets, etc.
+	>>> parse_mobile_no('+91 (766) 667 6666')
+	... '+917666676666'
+	"""
+	return ''.join([c for c in mobile_no if c.isdigit() or c == '+'])
+
+@frappe.whitelist()
+def create_whatsapp_message(reference_doctype, reference_name, to, message, content_type="text"):
+	doc = frappe.new_doc("WhatsApp Message")
+	doc.update({
+		"reference_doctype": reference_doctype,
+		"reference_name": reference_name,
+		"to": to,
+		"message": message,
+		"content_type": content_type,
+	})
+	doc.insert(ignore_permissions=True)
+	return doc.name

crm/hooks.py

@@ -135,7 +135,10 @@ doc_events = {
 	},
 	"Comment": {
 		"on_update": ["crm.api.comment.on_update"],
-	}
+	},
+	"WhatsApp Message": {
+		"validate": ["crm.api.whatsapp.validate"],
+	},
 }
 
 # Scheduled Tasks

frontend/src/components/Activities.vue

@@ -45,7 +45,7 @@
           <RefreshIcon class="h-4 w-4" />
         </template>
       </Button>
-      <Button variant="solid" @click="$refs.whatsappBox.show = true">
+      <Button variant="solid" @click="$refs.whatsappBox.show()">
         <template #prefix>
           <FeatherIcon name="plus" class="h-4 w-4" />
         </template>
@@ -78,7 +78,7 @@
         {
           icon: h(WhatsAppIcon, { class: 'h-4 w-4' }),
           label: __('New WhatsApp Message'),
-          onClick: () => ($refs.emailBox.show = true),
+          onClick: () => (tabIndex = 5),
         },
       ]"
       @click.stop
@@ -845,6 +845,7 @@ import {
   TextEditor,
   Avatar,
   createResource,
+  createListResource,
   call,
 } from 'frappe-ui'
 import { useElementVisibility } from '@vueuse/core'
@@ -868,6 +869,7 @@ const props = defineProps({
 
 const doc = defineModel()
 const reload = defineModel('reload')
+const tabIndex = defineModel('tabIndex')
 
 const reload_email = ref(false)
 
@@ -915,10 +917,27 @@ const all_activities = createResource({
   },
 })
 
-const whatsappMessages = createResource({
+const whatsappMessages = createListResource({
-  url: 'crm.api.activities.get_whatsapp_messages',
+  type: 'list',
-  params: { doctype: props.doctype, name: doc.value.data.name },
+  doctype: 'WhatsApp Message',
-  cache: ['whatsapp', doc.value.data.name],
+  cache: ['whatsapp_message', doc.value.data.name],
+  fields: [
+    'name',
+    'type',
+    'to',
+    'from',
+    'content_type',
+    'creation',
+    'message',
+    'status',
+  ],
+  filters: {
+    reference_doctype: props.doctype,
+    reference_name: doc.value.data.name,
+    status: ['!=', 'failed'],
+  },
+  orderBy: 'modified desc',
+  pageLength: 99999,
   auto: true,
   transform: (data) => sortByCreation(data),
   onSuccess: () => nextTick(() => scroll()),

frontend/src/components/WhatsAppBox.vue

@@ -1,6 +1,7 @@
 <template>
   <div class="flex items-end gap-2 px-10 py-2.5">
     <Textarea
+      ref="textarea"
       type="textarea"
       class="min-h-8 w-full"
       :rows="rows"
@@ -8,6 +9,7 @@
       :placeholder="placeholder"
       @focus="rows = 6"
       @blur="rows = 1"
+      @keydown.meta.enter="sendWhatsAppMessage"
     />
     <div class="flex justify-end gap-2">
       <Button
@@ -32,6 +34,7 @@ const props = defineProps({
 const doc = defineModel()
 const whatsapp = defineModel('whatsapp')
 const rows = ref(1)
+const textarea = ref(null)
 
 const content = ref('')
 const placeholder = ref(__('Type your message here...'))
@@ -40,6 +43,10 @@ const isEmpty = computed(() => {
   return !content.value || content.value === '<p></p>'
 })
 
+function show() {
+  nextTick(() => textarea.value.$el.focus())
+}
+
 async function sendWhatsAppMessage() {
   let args = {
     reference_doctype: props.doctype,
@@ -50,10 +57,12 @@ async function sendWhatsAppMessage() {
   }
   content.value = ''
   createResource({
-    url: 'crm.api.activities.create_whatsapp_message',
+    url: 'crm.api.whatsapp.create_whatsapp_message',
     params: args,
     auto: true,
     onSuccess: () => nextTick(() => whatsapp.value?.reload()),
   })
 }
+
+defineExpose({ show })
 </script>

frontend/src/pages/Deal.vue

@@ -41,6 +41,7 @@
         doctype="CRM Deal"
         :title="tab.name"
         v-model:reload="reload"
+        v-model:tabIndex="tabIndex"
         v-model="deal"
       />
     </Tabs>

frontend/src/pages/Lead.vue

@@ -46,6 +46,7 @@
         doctype="CRM Lead"
         :title="tab.name"
         v-model:reload="reload"
+        v-model:tabIndex="tabIndex"
         v-model="lead"
       />
     </Tabs>