Merge pull request #1083 from frappe/mergify/bp/main-hotfix/pr-1082
This commit is contained in:
Shariq Ansari
GitHub
commit
aa7ebab3a1
@ -7,10 +7,8 @@ from frappe.desk.form.assign_to import add as assign
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from frappe.model.document import Document
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from crm.fcrm.doctype.crm_service_level_agreement.utils import get_sla
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from crm.fcrm.doctype.crm_status_change_log.crm_status_change_log import (
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add_status_change_log,
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)
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from crm.utils import get_exchange_rate
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from crm.fcrm.doctype.crm_status_change_log.crm_status_change_log import add_status_change_log
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from crm.fcrm.doctype.fcrm_settings.fcrm_settings import get_exchange_rate
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class CRMDeal(Document):
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@ -177,7 +175,7 @@ class CRMDeal(Document):
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system_currency = frappe.db.get_single_value("FCRM Settings", "currency") or "USD"
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exchange_rate = 1
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if self.currency and self.currency != system_currency:
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exchange_rate = get_exchange_rate(self.currency, system_currency, frappe.utils.nowdate())
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exchange_rate = get_exchange_rate(self.currency, system_currency)
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self.db_set("exchange_rate", exchange_rate)
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@ -4,7 +4,7 @@
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import frappe
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from frappe.model.document import Document
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from crm.utils import get_exchange_rate
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from crm.fcrm.doctype.fcrm_settings.fcrm_settings import get_exchange_rate
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class CRMOrganization(Document):
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@ -16,7 +16,7 @@ class CRMOrganization(Document):
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system_currency = frappe.db.get_single_value("FCRM Settings", "currency") or "USD"
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exchange_rate = 1
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if self.currency and self.currency != system_currency:
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exchange_rate = get_exchange_rate(self.currency, system_currency, frappe.utils.nowdate())
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exchange_rate = get_exchange_rate(self.currency, system_currency)
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self.db_set("exchange_rate", exchange_rate)
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@ -8,7 +8,12 @@
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"defaults_tab",
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"restore_defaults",
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"enable_forecasting",
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"currency_tab",
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"currency",
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"exchange_rate_provider_section",
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"service_provider",
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"column_break_vqck",
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"access_key",
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"branding_tab",
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"brand_name",
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"brand_logo",
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@ -72,13 +77,42 @@
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"in_list_view": 1,
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"label": "Currency",
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"options": "Currency"
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},
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{
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"fieldname": "currency_tab",
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"fieldtype": "Tab Break",
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"label": "Currency"
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},
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{
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"fieldname": "exchange_rate_provider_section",
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"fieldtype": "Section Break",
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"label": "Exchange Rate Provider"
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},
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{
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"default": "frankfurter.app",
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"fieldname": "service_provider",
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"fieldtype": "Select",
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"label": "Service Provider",
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"options": "frankfurter.app\nexchangerate.host",
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"reqd": 1
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},
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{
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"depends_on": "eval:doc.service_provider == 'exchangerate.host';",
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"fieldname": "access_key",
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"fieldtype": "Data",
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"label": "Access Key",
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"mandatory_depends_on": "eval:doc.service_provider == 'exchangerate.host';"
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},
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{
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"fieldname": "column_break_vqck",
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"fieldtype": "Column Break"
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}
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],
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"index_web_pages_for_search": 1,
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"issingle": 1,
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"links": [],
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"modified": "2025-07-13 11:58:34.857638",
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"modified_by": "Administrator",
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"modified": "2025-07-28 17:04:24.585768",
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"modified_by": "shariq@frappe.io",
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"module": "FCRM",
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"name": "FCRM Settings",
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"owner": "Administrator",
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@ -2,6 +2,7 @@
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# For license information, please see license.txt
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import frappe
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import requests
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from frappe import _
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from frappe.custom.doctype.property_setter.property_setter import delete_property_setter, make_property_setter
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from frappe.model.document import Document
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@ -132,3 +133,76 @@ def get_forecasting_script():
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this.doc.probability = status.probability
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}
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}"""
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def get_exchange_rate(from_currency, to_currency, date=None):
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if not date:
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date = "latest"
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api_used = "frankfurter"
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api_endpoint = f"https://api.frankfurter.app/{date}?from={from_currency}&to={to_currency}"
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res = requests.get(api_endpoint, timeout=5)
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if res.ok:
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data = res.json()
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return data["rates"][to_currency]
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# Fallback to exchangerate.host if Frankfurter API fails
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settings = FCRMSettings("FCRM Settings")
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if settings and settings.service_provider == "exchangerate.host":
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api_used = "exchangerate.host"
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if not settings.access_key:
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frappe.throw(
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_("Access Key is required for Service Provider: {0}").format(
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frappe.bold(settings.service_provider)
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)
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)
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params = {
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"access_key": settings.access_key,
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"from": from_currency,
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"to": to_currency,
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"amount": 1,
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}
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if date != "latest":
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params["date"] = date
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api_endpoint = "https://api.exchangerate.host/convert"
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res = requests.get(api_endpoint, params=params, timeout=5)
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if res.ok:
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data = res.json()
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return data["result"]
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frappe.log_error(
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title="Exchange Rate Fetch Error",
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message=f"Failed to fetch exchange rate from {from_currency} to {to_currency} using {api_used} API.",
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)
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if api_used == "frankfurter":
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user = frappe.session.user
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is_manager = (
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"System Manager" in frappe.get_roles(user)
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or "Sales Manager" in frappe.get_roles(user)
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or user == "Administrator"
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)
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if not is_manager:
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frappe.throw(
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_(
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"Ask your manager to set up the Exchange Rate Provider, as default provider does not support currency conversion for {0} to {1}."
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).format(from_currency, to_currency)
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)
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else:
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frappe.throw(
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_(
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"Setup the Exchange Rate Provider as 'Exchangerate Host' in settings, as default provider does not support currency conversion for {0} to {1}."
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).format(from_currency, to_currency)
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)
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frappe.throw(
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_(
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"Failed to fetch exchange rate from {0} to {1} on {2}. Please check your internet connection or try again later."
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).format(from_currency, to_currency, date)
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)
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@ -267,24 +267,3 @@ def sales_user_only(fn):
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return fn(*args, **kwargs)
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return wrapper
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def get_exchange_rate(from_currency, to_currency, date=None):
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if not date:
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date = "latest"
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url = f"https://api.frankfurter.app/{date}?from={from_currency}&to={to_currency}"
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for _i in range(3):
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response = requests.get(url)
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if response.status_code == 200:
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data = response.json()
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rate = data["rates"].get(to_currency)
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if rate:
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return rate
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frappe.log_error(
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f"Failed to fetch exchange rate from {from_currency} to {to_currency} on {date}",
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title="Exchange Rate Fetch Error",
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)
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return 1.0 # Default exchange rate if API call fails or no rate found
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1
frontend/components.d.ts
vendored
1
frontend/components.d.ts
vendored
@ -62,6 +62,7 @@ declare module 'vue' {
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CountUpTimer: typeof import('./src/components/CountUpTimer.vue')['default']
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CreateDocumentModal: typeof import('./src/components/Modals/CreateDocumentModal.vue')['default']
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CRMLogo: typeof import('./src/components/Icons/CRMLogo.vue')['default']
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CurrencySettings: typeof import('./src/components/Settings/General/CurrencySettings.vue')['default']
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CustomActions: typeof import('./src/components/CustomActions.vue')['default']
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DashboardGrid: typeof import('./src/components/Dashboard/DashboardGrid.vue')['default']
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DashboardIcon: typeof import('./src/components/Icons/DashboardIcon.vue')['default']
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197
frontend/src/components/Settings/General/CurrencySettings.vue
Normal file
197
frontend/src/components/Settings/General/CurrencySettings.vue
Normal file
@ -0,0 +1,197 @@
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<template>
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<div class="flex h-full flex-col gap-6 px-6 py-8 text-ink-gray-8">
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<!-- Header -->
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<div class="flex px-2 justify-between">
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<div class="flex items-center gap-1 -ml-4 w-9/12">
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<Button
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variant="ghost"
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icon-left="chevron-left"
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:label="__('Currency & Exchange Rate Provider')"
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size="md"
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@click="() => emit('updateStep', 'general-settings')"
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class="text-xl !h-7 font-semibold hover:bg-transparent focus:bg-transparent focus:outline-none focus:ring-0 focus:ring-offset-0 focus-visible:none active:bg-transparent active:outline-none active:ring-0 active:ring-offset-0 active:text-ink-gray-5"
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/>
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<Badge
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v-if="settings.isDirty"
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:label="__('Not Saved')"
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variant="subtle"
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theme="orange"
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/>
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</div>
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<div class="flex item-center space-x-2 w-3/12 justify-end">
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<Button
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:label="__('Update')"
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icon-left="plus"
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variant="solid"
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:disabled="!settings.isDirty"
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:loading="settings.loading"
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@click="updateSettings"
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/>
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</div>
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</div>
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<!-- Fields -->
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<div class="flex flex-1 flex-col overflow-y-auto">
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<div class="flex items-center justify-between gap-8 p-3">
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<div class="flex flex-col">
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<div class="text-p-base font-medium text-ink-gray-7 truncate">
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{{ __('Currency') }}
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</div>
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<div class="text-p-sm text-ink-gray-5">
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{{
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__(
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'CRM currency for all monetary values. Once set, cannot be edited.',
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)
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}}
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</div>
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</div>
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<div>
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<div v-if="settings.doc?.currency" class="text-base text-ink-gray-8">
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{{ settings.doc.currency }}
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</div>
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<Link
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v-else
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class="form-control flex-1 truncate w-40"
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:value="settings.doc?.currency"
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doctype="Currency"
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@change="(v) => setCurrency(v)"
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:placeholder="__('Select currency')"
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placement="bottom-end"
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/>
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</div>
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</div>
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<div class="h-px border-t mx-2 border-outline-gray-modals" />
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<div class="flex items-center justify-between gap-8 p-3">
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<div class="flex flex-col">
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<div class="text-p-base font-medium text-ink-gray-7 truncate">
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{{ __('Exchange Rate Provider') }}
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</div>
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<div class="text-p-sm text-ink-gray-5">
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{{ __('Configure the exchange rate provider for your CRM') }}
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</div>
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</div>
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<div class="flex items-center gap-2">
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<FormControl
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type="select"
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class="w-44"
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v-model="settings.doc.service_provider"
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:options="[
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{ label: 'Frankfurter', value: 'frankfurter.app' },
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{ label: 'Exchangerate Host', value: 'exchangerate.host' },
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]"
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:placeholder="__('Select provider')"
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:disabled="!settings.doc?.currency"
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/>
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</div>
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</div>
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<div
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v-if="settings.doc.service_provider === 'exchangerate.host'"
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class="h-px border-t mx-2 border-outline-gray-modals"
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/>
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<div
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v-if="settings.doc.service_provider === 'exchangerate.host'"
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class="flex items-center justify-between gap-8 p-3"
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>
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<div class="flex flex-col">
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<div class="text-p-base font-medium text-ink-gray-7 truncate">
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{{ __('Exchangerate Host Access Key') }}
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</div>
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<div class="text-p-sm text-ink-gray-5">
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{{
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__(
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'Access key for Exchangerate Host. Required for fetching exchange rates.',
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)
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}}
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</div>
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<div class="text-p-sm text-ink-gray-5">
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{{ __('You can get your access key from ') }}
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<a
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class="hover:underline text-ink-gray-7"
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href="https://exchangerate.host/#/docs/access_key"
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target="_blank"
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>
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{{ __('exchangerate.host') }}
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</a>
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</div>
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</div>
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<div class="flex items-center gap-2">
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<FormControl
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type="text"
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class="w-44"
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v-model="settings.doc.access_key"
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:placeholder="__('Enter access key')"
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:disabled="!settings.doc?.currency"
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/>
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</div>
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</div>
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</div>
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<div v-if="errorMessage" class="px-3">
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<ErrorMessage :message="__(errorMessage)" />
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</div>
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</div>
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</template>
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<script setup>
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import { ErrorMessage } from 'frappe-ui'
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import { getSettings } from '@/stores/settings'
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import { globalStore } from '@/stores/global'
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import { showSettings } from '@/composables/settings'
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import { ref } from 'vue'
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import FormControl from 'frappe-ui/src/components/FormControl/FormControl.vue'
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const { _settings: settings } = getSettings()
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const { $dialog } = globalStore()
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const emit = defineEmits(['updateStep'])
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const errorMessage = ref('')
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function updateSettings() {
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settings.save.submit(null, {
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validate: () => {
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errorMessage.value = ''
|
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if (!settings.doc?.currency) {
|
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errorMessage.value = __('Please select a currency before saving.')
|
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return errorMessage.value
|
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}
|
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if (
|
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settings.doc.service_provider === 'exchangerate.host' &&
|
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!settings.doc.access_key
|
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) {
|
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errorMessage.value = __(
|
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'Please enter the Exchangerate Host access key.',
|
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)
|
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return errorMessage.value
|
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}
|
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},
|
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onSuccess: () => {
|
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showSettings.value = false
|
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},
|
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})
|
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}
|
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|
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function setCurrency(value) {
|
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$dialog({
|
||||
title: __('Set currency'),
|
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message: __(
|
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'Are you sure you want to set the currency as {0}? This cannot be changed later.',
|
||||
[value],
|
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),
|
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variant: 'solid',
|
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theme: 'blue',
|
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actions: [
|
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{
|
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label: __('Save'),
|
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variant: 'solid',
|
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onClick: (close) => {
|
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settings.doc.currency = value
|
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settings.save.submit(null, {
|
||||
onSuccess: () => {
|
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toast.success(__('Currency set as {0} successfully', [value]))
|
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close()
|
||||
},
|
||||
})
|
||||
},
|
||||
},
|
||||
],
|
||||
})
|
||||
}
|
||||
</script>
|
||||
@ -21,7 +21,7 @@
|
||||
<div class="text-p-sm text-ink-gray-5 truncate">
|
||||
{{
|
||||
__(
|
||||
'Makes "Close Date" and "Deal Value" mandatory for deal value forecasting',
|
||||
'Makes "Expected Closure Date" and "Expected Deal Value" mandatory for deal value forecasting',
|
||||
)
|
||||
}}
|
||||
</div>
|
||||
@ -35,37 +35,6 @@
|
||||
</div>
|
||||
</div>
|
||||
<div class="h-px border-t mx-2 border-outline-gray-modals" />
|
||||
<div
|
||||
class="flex items-center justify-between gap-8 p-3 cursor-pointer hover:bg-surface-menu-bar rounded"
|
||||
>
|
||||
<div class="flex flex-col">
|
||||
<div class="text-p-base font-medium text-ink-gray-7 truncate">
|
||||
{{ __('Currency') }}
|
||||
</div>
|
||||
<div class="text-p-sm text-ink-gray-5">
|
||||
{{
|
||||
__(
|
||||
'CRM currency for all monetary values. Once set, cannot be edited.',
|
||||
)
|
||||
}}
|
||||
</div>
|
||||
</div>
|
||||
<div>
|
||||
<div v-if="settings.doc.currency" class="text-base text-ink-gray-8">
|
||||
{{ settings.doc.currency }}
|
||||
</div>
|
||||
<Link
|
||||
v-else
|
||||
class="form-control flex-1 truncate w-40"
|
||||
:value="settings.doc.currency"
|
||||
doctype="Currency"
|
||||
@change="(v) => setCurrency(v)"
|
||||
:placeholder="__('Select currency')"
|
||||
placement="bottom-end"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
<div class="h-px border-t mx-2 border-outline-gray-modals" />
|
||||
<template v-for="(setting, i) in settingsList" :key="setting.name">
|
||||
<li
|
||||
class="flex items-center justify-between p-3 cursor-pointer hover:bg-surface-menu-bar rounded"
|
||||
@ -93,17 +62,20 @@
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import Link from '@/components/Controls/Link.vue'
|
||||
import { getSettings } from '@/stores/settings'
|
||||
import { globalStore } from '@/stores/global'
|
||||
import { Switch, toast } from 'frappe-ui'
|
||||
|
||||
const emit = defineEmits(['updateStep'])
|
||||
|
||||
const { _settings: settings } = getSettings()
|
||||
const { $dialog } = globalStore()
|
||||
|
||||
const settingsList = [
|
||||
{
|
||||
name: 'currency-settings',
|
||||
label: 'Currency & Exchange Rate Provider',
|
||||
description:
|
||||
'Configure the currency and exchange rate provider for your CRM',
|
||||
},
|
||||
{
|
||||
name: 'brand-settings',
|
||||
label: 'Brand settings',
|
||||
@ -130,31 +102,4 @@ function toggleForecasting(value) {
|
||||
},
|
||||
})
|
||||
}
|
||||
|
||||
function setCurrency(value) {
|
||||
$dialog({
|
||||
title: __('Set currency'),
|
||||
message: __(
|
||||
'Are you sure you want to set the currency as {0}? This cannot be changed later.',
|
||||
[value],
|
||||
),
|
||||
variant: 'solid',
|
||||
theme: 'blue',
|
||||
actions: [
|
||||
{
|
||||
label: __('Save'),
|
||||
variant: 'solid',
|
||||
onClick: (close) => {
|
||||
settings.doc.currency = value
|
||||
settings.save.submit(null, {
|
||||
onSuccess: () => {
|
||||
toast.success(__('Currency set as {0} successfully', [value]))
|
||||
close()
|
||||
},
|
||||
})
|
||||
},
|
||||
},
|
||||
],
|
||||
})
|
||||
}
|
||||
</script>
|
||||
|
||||
@ -4,6 +4,7 @@
|
||||
|
||||
<script setup>
|
||||
import GeneralSettings from './GeneralSettings.vue'
|
||||
import CurrencySettings from './CurrencySettings.vue'
|
||||
import BrandSettings from './BrandSettings.vue'
|
||||
import HomeActions from './HomeActions.vue'
|
||||
import { ref } from 'vue'
|
||||
@ -20,6 +21,8 @@ function getComponent(step) {
|
||||
switch (step) {
|
||||
case 'general-settings':
|
||||
return GeneralSettings
|
||||
case 'currency-settings':
|
||||
return CurrencySettings
|
||||
case 'brand-settings':
|
||||
return BrandSettings
|
||||
case 'home-actions':
|
||||
|
||||
@ -1,4 +1,6 @@
|
||||
import { getScript } from '@/data/script'
|
||||
import { globalStore } from '@/stores/global'
|
||||
import { showSettings, activeSettingsPage } from '@/composables/settings'
|
||||
import { runSequentially, parseAssignees } from '@/utils'
|
||||
import { createDocumentResource, createResource, toast } from 'frappe-ui'
|
||||
import { reactive } from 'vue'
|
||||
@ -24,7 +26,8 @@ export function useDocument(doctype, docname) {
|
||||
toast.success(__('Document updated successfully'))
|
||||
},
|
||||
onError: (err) => {
|
||||
let errorMessage = __('Error updating document')
|
||||
triggerOnError(err)
|
||||
|
||||
if (err.exc_type == 'MandatoryError') {
|
||||
const fieldName = err.messages
|
||||
.map((msg) => {
|
||||
@ -32,9 +35,18 @@ export function useDocument(doctype, docname) {
|
||||
return arr[arr.length - 1].trim()
|
||||
})
|
||||
.join(', ')
|
||||
errorMessage = __('Mandatory field error: {0}', [fieldName])
|
||||
toast.error(__('Mandatory field error: {0}', [fieldName]))
|
||||
return
|
||||
}
|
||||
toast.error(errorMessage)
|
||||
|
||||
err.messages?.forEach((msg) => {
|
||||
toast.error(msg)
|
||||
})
|
||||
|
||||
if (err.messages?.length === 0) {
|
||||
toast.error(__('An error occurred while updating the document'))
|
||||
}
|
||||
|
||||
console.error(err)
|
||||
},
|
||||
},
|
||||
@ -76,8 +88,21 @@ export function useDocument(doctype, docname) {
|
||||
|
||||
controllersCache[doctype][docname || ''] = {}
|
||||
|
||||
const { makeCall } = globalStore()
|
||||
|
||||
let helpers = {}
|
||||
|
||||
helpers.crm = {
|
||||
makePhoneCall: makeCall,
|
||||
openSettings: (page) => {
|
||||
showSettings.value = true
|
||||
activeSettingsPage.value = page
|
||||
},
|
||||
}
|
||||
|
||||
const controllersArray = await setupScript(
|
||||
documentsCache[doctype][docname || ''],
|
||||
helpers,
|
||||
)
|
||||
|
||||
if (!controllersArray || controllersArray.length === 0) return
|
||||
@ -133,6 +158,13 @@ export function useDocument(doctype, docname) {
|
||||
await trigger(handler)
|
||||
}
|
||||
|
||||
async function triggerOnError() {
|
||||
const handler = async function () {
|
||||
await (this.onError?.() || this.on_error?.())
|
||||
}
|
||||
await trigger(handler)
|
||||
}
|
||||
|
||||
async function triggerOnRefresh() {
|
||||
const handler = async function () {
|
||||
await this.refresh?.()
|
||||
@ -234,6 +266,7 @@ export function useDocument(doctype, docname) {
|
||||
triggerOnLoad,
|
||||
triggerOnBeforeCreate,
|
||||
triggerOnSave,
|
||||
triggerOnError,
|
||||
triggerOnRefresh,
|
||||
triggerOnChange,
|
||||
triggerOnRowAdd,
|
||||
|
||||
@ -38,7 +38,7 @@ export function getScript(doctype, view = 'Form') {
|
||||
let scriptDefs = doctypeScripts[doctype]
|
||||
if (!scriptDefs || Object.keys(scriptDefs).length === 0) return null
|
||||
|
||||
const { $dialog, $socket, makeCall } = globalStore()
|
||||
const { $dialog, $socket } = globalStore()
|
||||
|
||||
helpers.createDialog = $dialog
|
||||
helpers.toast = toast
|
||||
@ -51,10 +51,6 @@ export function getScript(doctype, view = 'Form') {
|
||||
throw new Error(message || __('An error occurred'))
|
||||
}
|
||||
|
||||
helpers.crm = {
|
||||
makePhoneCall: makeCall,
|
||||
}
|
||||
|
||||
return setupMultipleFormControllers(scriptDefs, document, helpers)
|
||||
}
|
||||
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user