fix: auto add assignee if lead_owner or deal_owner is set

crm/fcrm/doctype/crm_deal/api.py

@@ -27,4 +27,5 @@ def get_deal(name):
 	)
 
 	deal["doctype_fields"] = get_doctype_fields("CRM Deal") 
+	deal["doctype"] = "CRM Deal" 
 	return deal

crm/fcrm/doctype/crm_deal/crm_deal.py

@@ -1,8 +1,10 @@
 # Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
 # For license information, please see license.txt
+import json
 
 import frappe
 from frappe import _
+from frappe.desk.form.assign_to import add as assign
 from frappe.model.document import Document
 
 from crm.fcrm.doctype.crm_service_level_agreement.utils import get_sla
@@ -15,6 +17,12 @@ class CRMDeal(Document):
 	def validate(self):
 		self.set_primary_contact()
 		self.set_primary_email_mobile_no()
+		if self.deal_owner and not self.is_new():
+			self.assign_agent(self.deal_owner)
+
+	def after_insert(self):
+		if self.deal_owner:
+			self.assign_agent(self.deal_owner)
 
 	def before_save(self):
 		self.apply_sla()
@@ -53,6 +61,19 @@ class CRMDeal(Document):
 			self.email = ""
 			self.mobile_no = ""
 
+	def assign_agent(self, agent):
+		if not agent:
+			return
+
+		if self._assign:
+			assignees = json.loads(self._assign)
+			for assignee in assignees:
+				if agent == assignee:
+					# the agent is already set as an assignee
+					return
+
+		assign({"assign_to": [agent], "doctype": "CRM Deal", "name": self.name})
+
 	def set_sla(self):
 		"""
 		Find an SLA to apply to the deal.

crm/fcrm/doctype/crm_lead/api.py

@@ -15,4 +15,5 @@ def get_lead(name):
 	lead = lead.pop()
 
 	lead["doctype_fields"] = get_doctype_fields("CRM Lead")
+	lead["doctype"] = "CRM Lead"
 	return lead

crm/fcrm/doctype/crm_lead/crm_lead.py

@@ -1,8 +1,10 @@
 # Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
 # For license information, please see license.txt
+import json
 
 import frappe
 from frappe import _
+from frappe.desk.form.assign_to import add as assign
 from frappe.model.document import Document
 
 from frappe.utils import has_gravatar, validate_email_address
@@ -18,6 +20,12 @@ class CRMLead(Document):
 		self.set_lead_name()
 		self.set_title()
 		self.validate_email()
+		if self.lead_owner and not self.is_new():
+			self.assign_agent(self.lead_owner)
+
+	def after_insert(self):
+		if self.lead_owner:
+			self.assign_agent(self.lead_owner)
 
 	def before_save(self):
 		self.apply_sla()
@@ -54,6 +62,19 @@ class CRMLead(Document):
 			if self.is_new() or not self.image:
 				self.image = has_gravatar(self.email)
 
+	def assign_agent(self, agent):
+		if not agent:
+			return
+
+		if self.get("_assign"):
+			assignees = json.loads(self._assign)
+			for assignee in assignees:
+				if agent == assignee:
+					# the agent is already set as an assignee
+					return
+
+		assign({"assign_to": [agent], "doctype": "CRM Lead", "name": self.name})
+
 	def create_contact(self, throw=True):
 		if not self.lead_name:
 			self.set_full_name()