fix: added ref doc instead of lead in call log

crm/fcrm/doctype/crm_call_log/crm_call_log.json

@@ -14,7 +14,8 @@
   "duration",
   "medium",
   "start_time",
-  "lead",
+  "reference_doctype",
+  "reference_docname",
   "column_break_ufnp",
   "to",
   "type",
@@ -89,12 +90,6 @@
    "fieldtype": "Datetime",
    "label": "End Time"
   },
-  {
-   "fieldname": "lead",
-   "fieldtype": "Link",
-   "label": "Lead/Deal",
-   "options": "CRM Lead"
-  },
   {
    "fieldname": "note",
    "fieldtype": "Link",
@@ -114,11 +109,24 @@
    "fieldtype": "Link",
    "label": "Caller",
    "options": "User"
+  },
+  {
+   "default": "CRM Lead",
+   "fieldname": "reference_doctype",
+   "fieldtype": "Link",
+   "label": "Reference Document Type",
+   "options": "DocType"
+  },
+  {
+   "fieldname": "reference_docname",
+   "fieldtype": "Dynamic Link",
+   "label": "Reference Name",
+   "options": "reference_doctype"
   }
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2023-08-30 15:39:46.613734",
+ "modified": "2023-11-07 13:52:40.504747",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Call Log",

crm/twilio/api.py

@@ -86,9 +86,10 @@ 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)
+	call_log.reference_docname, call_log.reference_doctype = get_lead_or_deal_from_number(call_log)
-	if call_log.note and call_log.lead:
+	if call_log.note and call_log.reference_docname:
-		frappe.db.set_value("CRM Note", call_log.note, "lead", call_log.lead)
+		frappe.db.set_value("CRM Note", call_log.note, "reference_doctype", call_log.reference_doctype)
+		frappe.db.set_value("CRM Note", call_log.note, "reference_docname", call_log.reference_docname)
 	call_log.flags.ignore_permissions = True
 	call_log.save()
 	frappe.db.commit()
@@ -145,13 +146,20 @@ def add_note_to_call_log(call_sid, note):
 	frappe.db.set_value("CRM Call Log", call_details.parent_call_sid, "note", note)
 	frappe.db.commit()
 
-def get_lead_from_number(call):
+def get_lead_or_deal_from_number(call):
-	"""Get lead from the given number.
+	"""Get lead/deal from the given number.
 	"""
-	lead = None
+	doctype = "CRM Lead"
+	doc = None
 	if call.type == 'Outgoing':
-		lead = frappe.db.get_value("CRM Lead", { "mobile_no": call.get('to') })
+		doc = frappe.get_cached_value(doctype, { "mobile_no": call.get('to') })
+		if not doc:
+			doctype = "CRM Deal"
+			doc = frappe.get_cached_value(doctype, { "mobile_no": call.get('to') })
 	else:
-		lead = frappe.db.get_value("CRM Lead", { "mobile_no": call.get('from') })
+		doc = frappe.get_cached_value(doctype, { "mobile_no": call.get('from') })
+		if not doc:
+			doctype = "CRM Deal"
+			doc = frappe.get_cached_value(doctype, { "mobile_no": call.get('from') })
 
-	return lead
+	return doc, doctype

frontend/src/components/Activities.vue

@@ -691,7 +691,7 @@ const calls = createListResource({
     'creation',
     'note',
   ],
-  filters: { lead: doc.value.data.name },
+  filters: { reference_docname: doc.value.data.name },
   orderBy: 'creation desc',
   pageLength: 999,
   auto: true,