From a0bca0465308fad21cb32cc64fe4953c11e269f6 Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Thu, 27 Feb 2025 12:51:17 +0530
Subject: [PATCH 01/18] chore: no need to import defineModel

---
 frontend/src/components/CommentBox.vue  | 2 +-
 frontend/src/components/EmailEditor.vue | 2 +-
 frontend/src/components/SLASection.vue  | 2 +-
 3 files changed, 3 insertions(+), 3 deletions(-)

diff --git a/frontend/src/components/CommentBox.vue b/frontend/src/components/CommentBox.vue
index 8b61d09b..3fcfc82c 100644
--- a/frontend/src/components/CommentBox.vue
+++ b/frontend/src/components/CommentBox.vue
@@ -94,7 +94,7 @@ import { usersStore } from '@/stores/users'
 import { TextEditorBubbleMenu, TextEditor, FileUploader } from 'frappe-ui'
 import { capture } from '@/telemetry'
 import { EditorContent } from '@tiptap/vue-3'
-import { ref, computed, defineModel } from 'vue'
+import { ref, computed } from 'vue'
 
 const props = defineProps({
   placeholder: {
diff --git a/frontend/src/components/EmailEditor.vue b/frontend/src/components/EmailEditor.vue
index f2451539..aebeb3d2 100644
--- a/frontend/src/components/EmailEditor.vue
+++ b/frontend/src/components/EmailEditor.vue
@@ -183,7 +183,7 @@ import { capture } from '@/telemetry'
 import { validateEmail } from '@/utils'
 import Paragraph from '@tiptap/extension-paragraph'
 import { EditorContent } from '@tiptap/vue-3'
-import { ref, computed, defineModel, nextTick } from 'vue'
+import { ref, computed, nextTick } from 'vue'
 
 const props = defineProps({
   placeholder: {
diff --git a/frontend/src/components/SLASection.vue b/frontend/src/components/SLASection.vue
index 9f31a862..5d486ab8 100644
--- a/frontend/src/components/SLASection.vue
+++ b/frontend/src/components/SLASection.vue
@@ -46,7 +46,7 @@ import { Dropdown, Tooltip } from 'frappe-ui'
 import { timeAgo, formatDate, formatTime } from '@/utils'
 import { statusesStore } from '@/stores/statuses'
 import { capture } from '@/telemetry'
-import { computed, defineModel } from 'vue'
+import { computed } from 'vue'
 
 const data = defineModel()
 const emit = defineEmits(['updateField'])

From d83a326a6a27df828e4b5136cbbf56d482677be9 Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Thu, 27 Feb 2025 13:10:24 +0530
Subject: [PATCH 02/18] fix: changed Apps Menu from Grid to List

---
 frontend/src/components/Apps.vue | 31 ++++++++++++++++++-------------
 1 file changed, 18 insertions(+), 13 deletions(-)

diff --git a/frontend/src/components/Apps.vue b/frontend/src/components/Apps.vue
index 6f9e3a0f..92686937 100644
--- a/frontend/src/components/Apps.vue
+++ b/frontend/src/components/Apps.vue
@@ -1,5 +1,10 @@
 <template>
-  <Popover placement="right-start" class="flex w-full">
+  <Popover
+    placement="right-start"
+    trigger="hover"
+    :hoverDelay="0.1"
+    :leaveDelay="0.1"
+  >
     <template #target="{ togglePopover }">
       <button
         :class="[
@@ -19,19 +24,19 @@
     </template>
     <template #body>
       <div
-        class="grid grid-cols-3 justify-between mx-3 p-2 min-w-40 rounded-lg bg-surface-modal shadow-2xl ring-1 ring-black ring-opacity-5 focus:outline-none"
+        class="flex w-fit mx-2 min-w-32 max-w-48 flex-col rounded-lg border border-outline-gray-2 bg-surface-white p-1.5 text-sm text-ink-gray-8 shadow-xl auto-fill-[100px]"
       >
-        <div v-for="app in apps.data" :key="app.name">
-          <a
-            :href="app.route"
-            class="flex flex-col gap-1.5 rounded justify-center items-center py-2 px-1 hover:bg-surface-gray-2"
-          >
-            <img class="size-8" :src="app.logo" />
-            <div class="text-sm text-ink-gray-7" @click="app.onClick">
-              {{ app.title }}
-            </div>
-          </a>
-        </div>
+        <a
+          :href="app.route"
+          v-for="app in apps.data"
+          key="name"
+          class="flex items-center gap-2 rounded p-1.5 hover:bg-surface-gray-2"
+        >
+          <img class="size-6" :src="app.logo" />
+          <span class="max-w-18 w-full truncate">
+            {{ app.title }}
+          </span>
+        </a>
       </div>
     </template>
   </Popover>

From facf98d1d0ba3daa6becdf309946e54dac2600f1 Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 28 Feb 2025 01:53:07 +0530
Subject: [PATCH 03/18] feat: customize quick filter option and UI

---
 frontend/src/components/Icons/ExportIcon.vue  |  16 +++
 .../src/components/Icons/QuickFilterIcon.vue  |  20 ++++
 frontend/src/components/ViewControls.vue      | 103 ++++++++++++++++--
 3 files changed, 132 insertions(+), 7 deletions(-)
 create mode 100644 frontend/src/components/Icons/ExportIcon.vue
 create mode 100644 frontend/src/components/Icons/QuickFilterIcon.vue

diff --git a/frontend/src/components/Icons/ExportIcon.vue b/frontend/src/components/Icons/ExportIcon.vue
new file mode 100644
index 00000000..a6f62ef2
--- /dev/null
+++ b/frontend/src/components/Icons/ExportIcon.vue
@@ -0,0 +1,16 @@
+<template>
+  <svg
+    width="16"
+    height="16"
+    viewBox="0 0 16 16"
+    fill="none"
+    xmlns="http://www.w3.org/2000/svg"
+  >
+    <path
+      d="M8 10V2M8 2L5.33333 4.66663M8 2L10.6667 4.66663M11.8571 6.99996H13C13.5523 6.99996 14 7.44767 14 7.99996V13C14 13.5522 13.5523 14 13 14H3C2.44772 14 2 13.5522 2 13V7.99996C2 7.44767 2.44772 6.99996 3 6.99996H4.14286"
+      stroke="currentColor"
+      stroke-linecap="round"
+      stroke-linejoin="round"
+    />
+  </svg>
+</template>
diff --git a/frontend/src/components/Icons/QuickFilterIcon.vue b/frontend/src/components/Icons/QuickFilterIcon.vue
new file mode 100644
index 00000000..3776a36a
--- /dev/null
+++ b/frontend/src/components/Icons/QuickFilterIcon.vue
@@ -0,0 +1,20 @@
+<template>
+  <svg
+    xmlns="http://www.w3.org/2000/svg"
+    width="16"
+    height="16"
+    viewBox="0 0 24 24"
+    fill="none"
+    stroke="currentColor"
+    stroke-width="1.5"
+    stroke-linecap="round"
+    stroke-linejoin="round"
+    class="lucide lucide-list-filter-plus"
+  >
+    <path d="M10 18h4" />
+    <path d="M11 6H3" />
+    <path d="M15 6h6" />
+    <path d="M18 9V3" />
+    <path d="M7 12h8" />
+  </svg>
+</template>
diff --git a/frontend/src/components/ViewControls.vue b/frontend/src/components/ViewControls.vue
index ee38ccc0..4715f0f6 100644
--- a/frontend/src/components/ViewControls.vue
+++ b/frontend/src/components/ViewControls.vue
@@ -58,6 +58,62 @@
       </div>
     </div>
   </div>
+  <div
+    v-else-if="customizeQuickFilter"
+    class="flex items-center justify-between gap-2 p-5"
+  >
+    <div class="flex gap-2">
+      <template v-for="filter in newQuickFilters" :key="filter.fieldname">
+        <Tooltip :text="filter.fieldname">
+          <Button :label="filter.label" class="group">
+            <template #suffix>
+              <FeatherIcon
+                class="h-3.5 cursor-pointer group-hover:flex hidden"
+                name="x"
+                @click.stop="removeQuickFilter(filter)"
+              />
+            </template>
+          </Button>
+        </Tooltip>
+      </template>
+      <Autocomplete
+        value=""
+        :options="quickFilterOptions"
+        @change="(e) => addQuickFilter(e)"
+      >
+        <template #target="{ togglePopover }">
+          <Button
+            variant="ghost"
+            @click="togglePopover()"
+            :label="__('Add filter')"
+          >
+            <template #prefix>
+              <FeatherIcon name="plus" class="h-4" />
+            </template>
+          </Button>
+        </template>
+        <template #item-label="{ option }">
+          <Tooltip :text="option.value" :hover-delay="1">
+            <div class="flex-1 truncate text-ink-gray-7">
+              {{ option.label }}
+            </div>
+          </Tooltip>
+        </template>
+      </Autocomplete>
+    </div>
+    <div class="flex gap-1">
+      <Button
+        :label="__('Save')"
+        :loading="updateQuickFilters.loading"
+        @click="saveQuickFilters"
+      />
+      <Button @click="customizeQuickFilter = false">
+        <template #icon>
+          <FeatherIcon name="x" class="h-4 w-4" />
+        </template>
+      </Button>
+    </div>
+  </div>
   <div v-else class="flex items-center justify-between gap-2 px-5 py-4">
     <FadedScrollableDiv
       class="flex flex-1 items-center overflow-x-auto -ml-1"
@@ -130,10 +186,14 @@
               items: [
                 {
                   label: __('Export'),
-                  icon: () =>
-                    h(FeatherIcon, { name: 'download', class: 'h-4 w-4' }),
+                  icon: () => h(ExportIcon, { class: 'h-4 w-4' }),
                   onClick: () => (showExportDialog = true),
                 },
+                {
+                  label: __('Customize quick filters'),
+                  icon: () => h(QuickFilterIcon, { class: 'h-4 w-4' }),
+                  onClick: () => (customizeQuickFilter = true),
+                },
               ],
             },
           ]"
@@ -218,7 +278,10 @@ import DuplicateIcon from '@/components/Icons/DuplicateIcon.vue'
 import CheckIcon from '@/components/Icons/CheckIcon.vue'
 import PinIcon from '@/components/Icons/PinIcon.vue'
 import UnpinIcon from '@/components/Icons/UnpinIcon.vue'
+import ExportIcon from '@/components/Icons/ExportIcon.vue'
+import QuickFilterIcon from '@/components/Icons/QuickFilterIcon.vue'
 import ViewModal from '@/components/Modals/ViewModal.vue'
+import Autocomplete from '@/components/frappe-ui/Autocomplete.vue'
 import SortBy from '@/components/SortBy.vue'
 import Filter from '@/components/Filter.vue'
 import GroupBy from '@/components/GroupBy.vue'
@@ -229,8 +292,10 @@ import { getSettings } from '@/stores/settings'
 import { globalStore } from '@/stores/global'
 import { viewsStore } from '@/stores/views'
 import { usersStore } from '@/stores/users'
-import { isEmoji } from '@/utils'
+import { getMeta } from '@/stores/meta'
+import { isEmoji, createToast } from '@/utils'
 import {
+  Tooltip,
   createResource,
   Dropdown,
   call,
@@ -594,11 +659,28 @@ const viewsDropdownOptions = computed(() => {
   return _views
 })
 
+const { getFields } = getMeta(props.doctype)
+
+const customizeQuickFilter = ref(false)
+
+const newQuickFilters = ref([])
+
+function addQuickFilter(f) {
+  // 
+}
+
+function removeQuickFilter(f) {
+  // 
+}
+
+function saveQuickFilters() {
+  // 
+}
+
+const quickFilterOptions = []
+
 const quickFilterList = computed(() => {
-  let filters = [{ fieldname: 'name', fieldtype: 'Data', label: __('ID') }]
-  if (quickFilters.data) {
-    filters.push(...quickFilters.data)
-  }
+  let filters = quickFilters.data || []
 
   filters.forEach((filter) => {
     filter['value'] = filter.fieldtype == 'Check' ? false : ''
@@ -630,6 +712,13 @@ const quickFilters = createResource({
   params: { doctype: props.doctype },
   cache: ['Quick Filters', props.doctype],
   auto: true,
+  onSuccess(filters) {
+    newQuickFilters.value = filters.map((f) => ({
+      label: f.label,
+      fieldname: f.fieldname,
+      fieldtype: f.fieldtype,
+    }))
+  },
 })
 
 function applyQuickFilter(filter, value) {

From d1cfb361983d22f459306832d3e511cd750a9d51 Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 28 Feb 2025 01:55:00 +0530
Subject: [PATCH 04/18] fix: remove quick filter

---
 frontend/src/components/ViewControls.vue | 4 +++-
 1 file changed, 3 insertions(+), 1 deletion(-)

diff --git a/frontend/src/components/ViewControls.vue b/frontend/src/components/ViewControls.vue
index 4715f0f6..6fb8beda 100644
--- a/frontend/src/components/ViewControls.vue
+++ b/frontend/src/components/ViewControls.vue
@@ -670,7 +670,9 @@ function addQuickFilter(f) {
 }
 
 function removeQuickFilter(f) {
-  // 
+  newQuickFilters.value = newQuickFilters.value.filter(
+    (filter) => filter.fieldname !== f.fieldname,
+  )
 }
 
 function saveQuickFilters() {

From c2cdafb4bb324e6b49f7b2213b7ca247c43aa98a Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 28 Feb 2025 01:55:37 +0530
Subject: [PATCH 05/18] fix: add quick filter

---
 frontend/src/components/ViewControls.vue | 32 ++++++++++++++++++++++--
 1 file changed, 30 insertions(+), 2 deletions(-)

diff --git a/frontend/src/components/ViewControls.vue b/frontend/src/components/ViewControls.vue
index 6fb8beda..c8506e63 100644
--- a/frontend/src/components/ViewControls.vue
+++ b/frontend/src/components/ViewControls.vue
@@ -666,7 +666,13 @@ const customizeQuickFilter = ref(false)
 const newQuickFilters = ref([])
 
 function addQuickFilter(f) {
-  // 
+  if (!newQuickFilters.value.some((filter) => filter.fieldname === f.value)) {
+    newQuickFilters.value.push({
+      label: f.label,
+      fieldname: f.value,
+      fieldtype: f.fieldtype,
+    })
+  }
 }
 
 function removeQuickFilter(f) {
@@ -679,7 +685,29 @@ function saveQuickFilters() {
   // 
 }
 
-const quickFilterOptions = []
+const quickFilterOptions = computed(() => {
+  let fields = getFields()
+  if (!fields) return []
+
+  let restrictedFieldtypes = ['Tab Break', 'Section Break', 'Column Break']
+  let options = fields
+    .filter((f) => f.label && !restrictedFieldtypes.includes(f.fieldtype))
+    .map((field) => ({
+      label: field.label,
+      value: field.fieldname,
+      fieldtype: field.fieldtype,
+    }))
+
+  if (!options.some((f) => f.fieldname === 'name')) {
+    options.push({
+      label: __('Name'),
+      fieldname: 'name',
+      fieldtype: 'Data',
+    })
+  }
+
+  return options
+})
 
 const quickFilterList = computed(() => {
   let filters = quickFilters.data || []

From 60fa705cac272c1407a2ffc94f1c592516202378 Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 28 Feb 2025 01:58:16 +0530
Subject: [PATCH 06/18] fix: save (added and removed) quick filters

---
 crm/api/doc.py                           | 43 +++++++++++++++++++++---
 frontend/src/components/ViewControls.vue | 28 ++++++++++++++-
 2 files changed, 66 insertions(+), 5 deletions(-)

diff --git a/crm/api/doc.py b/crm/api/doc.py
index 175bccb9..c5082fde 100644
--- a/crm/api/doc.py
+++ b/crm/api/doc.py
@@ -2,6 +2,7 @@ import json
 
 import frappe
 from frappe import _
+from frappe.custom.doctype.property_setter.property_setter import make_property_setter
 from frappe.model import no_value_fields
 from frappe.model.document import get_controller
 from frappe.utils import make_filter_tuple
@@ -205,6 +206,40 @@ def get_quick_filters(doctype: str):
 	return quick_filters
 
 
+@frappe.whitelist()
+def update_quick_filters(quick_filters: str, old_filters: str, doctype: str):
+	quick_filters = json.loads(quick_filters)
+	old_filters = json.loads(old_filters)
+
+	new_filters = [filter for filter in quick_filters if filter not in old_filters]
+	removed_filters = [filter for filter in old_filters if filter not in quick_filters]
+
+	# remove old filters
+	for filter in removed_filters:
+		update_in_standard_filter(filter, doctype, 0)
+
+	# add new filters
+	for filter in new_filters:
+		update_in_standard_filter(filter, doctype, 1)
+
+
+def update_in_standard_filter(fieldname, doctype, value):
+	if property_name := frappe.db.exists(
+		"Property Setter",
+		{"doc_type": doctype, "field_name": fieldname, "property": "in_standard_filter"},
+	):
+		frappe.db.set_value("Property Setter", property_name, "value", value)
+	else:
+		make_property_setter(
+			doctype,
+			fieldname,
+			"in_standard_filter",
+			value,
+			"Check",
+			validate_fields_for_doctype=False,
+		)
+
+
 @frappe.whitelist()
 def get_data(
 	doctype: str,
@@ -382,7 +417,7 @@ def get_data(
 				all_count = frappe.get_list(
 					doctype,
 					filters=convert_filter_to_tuple(doctype, new_filters),
-					fields="count(*) as total_count"
+					fields="count(*) as total_count",
 				)[0].total_count
 
 				kc["all_count"] = all_count
@@ -485,9 +520,9 @@ def get_data(
 		"page_length_count": page_length_count,
 		"is_default": is_default,
 		"views": get_views(doctype),
-		"total_count": frappe.get_list(
-			doctype, filters=filters, fields="count(*) as total_count"
-		)[0].total_count,
+		"total_count": frappe.get_list(doctype, filters=filters, fields="count(*) as total_count")[
+			0
+		].total_count,
 		"row_count": len(data),
 		"form_script": get_form_script(doctype),
 		"list_script": get_form_script(doctype, "List"),
diff --git a/frontend/src/components/ViewControls.vue b/frontend/src/components/ViewControls.vue
index c8506e63..cc9b258c 100644
--- a/frontend/src/components/ViewControls.vue
+++ b/frontend/src/components/ViewControls.vue
@@ -681,8 +681,34 @@ function removeQuickFilter(f) {
   )
 }
 
+const updateQuickFilters = createResource({
+  url: 'crm.api.doc.update_quick_filters',
+  onSuccess() {
+    customizeQuickFilter.value = false
+    quickFilters.reload()
+
+    createToast({
+      title: __('Quick Filters updated successfully'),
+      icon: 'check',
+      iconClasses: 'text-ink-green-3',
+    })
+  },
+})
+
 function saveQuickFilters() {
-  // 
+  let new_filters =
+    newQuickFilters.value?.map((filter) => filter.fieldname) || []
+  let old_filters = quickFilters.data?.map((filter) => filter.fieldname) || []
+
+  updateQuickFilters.update({
+    params: {
+      quick_filters: JSON.stringify(new_filters),
+      old_filters: JSON.stringify(old_filters),
+      doctype: props.doctype,
+    },
+  })
+
+  updateQuickFilters.fetch()
 }
 
 const quickFilterOptions = computed(() => {

From 58523afbf3a72683e37d274eee5804bc17054d7d Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 28 Feb 2025 01:58:45 +0530
Subject: [PATCH 07/18] fix: do not cached while reloading quick filters

---
 crm/api/doc.py                           | 4 ++--
 frontend/src/components/ViewControls.vue | 2 ++
 2 files changed, 4 insertions(+), 2 deletions(-)

diff --git a/crm/api/doc.py b/crm/api/doc.py
index c5082fde..37d62b64 100644
--- a/crm/api/doc.py
+++ b/crm/api/doc.py
@@ -179,8 +179,8 @@ def get_doctype_fields_meta(DocField, doctype, allowed_fieldtypes, restricted_fi
 
 
 @frappe.whitelist()
-def get_quick_filters(doctype: str):
-	meta = frappe.get_meta(doctype)
+def get_quick_filters(doctype: str, cached: bool = True):
+	meta = frappe.get_meta(doctype, cached)
 	fields = [field for field in meta.fields if field.in_standard_filter]
 	quick_filters = []
 
diff --git a/frontend/src/components/ViewControls.vue b/frontend/src/components/ViewControls.vue
index cc9b258c..7edbca70 100644
--- a/frontend/src/components/ViewControls.vue
+++ b/frontend/src/components/ViewControls.vue
@@ -685,6 +685,8 @@ const updateQuickFilters = createResource({
   url: 'crm.api.doc.update_quick_filters',
   onSuccess() {
     customizeQuickFilter.value = false
+
+    quickFilters.update({ params: { doctype: props.doctype, cached: false } })
     quickFilters.reload()
 
     createToast({

From 5253c67196e20c9b7508484fb1733c6b98dd736b Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 28 Feb 2025 15:07:42 +0530
Subject: [PATCH 08/18] fix: added global settings doctype to store quick
 filters order

---
 .../doctype/crm_global_settings/__init__.py   |  0
 .../crm_global_settings.js                    |  8 ++
 .../crm_global_settings.json                  | 74 +++++++++++++++++++
 .../crm_global_settings.py                    |  9 +++
 .../test_crm_global_settings.py               | 30 ++++++++
 5 files changed, 121 insertions(+)
 create mode 100644 crm/fcrm/doctype/crm_global_settings/__init__.py
 create mode 100644 crm/fcrm/doctype/crm_global_settings/crm_global_settings.js
 create mode 100644 crm/fcrm/doctype/crm_global_settings/crm_global_settings.json
 create mode 100644 crm/fcrm/doctype/crm_global_settings/crm_global_settings.py
 create mode 100644 crm/fcrm/doctype/crm_global_settings/test_crm_global_settings.py

diff --git a/crm/fcrm/doctype/crm_global_settings/__init__.py b/crm/fcrm/doctype/crm_global_settings/__init__.py
new file mode 100644
index 00000000..e69de29b
diff --git a/crm/fcrm/doctype/crm_global_settings/crm_global_settings.js b/crm/fcrm/doctype/crm_global_settings/crm_global_settings.js
new file mode 100644
index 00000000..1a5a5af6
--- /dev/null
+++ b/crm/fcrm/doctype/crm_global_settings/crm_global_settings.js
@@ -0,0 +1,8 @@
+// Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+// frappe.ui.form.on("CRM Global Settings", {
+// 	refresh(frm) {
+
+// 	},
+// });
diff --git a/crm/fcrm/doctype/crm_global_settings/crm_global_settings.json b/crm/fcrm/doctype/crm_global_settings/crm_global_settings.json
new file mode 100644
index 00000000..9214f829
--- /dev/null
+++ b/crm/fcrm/doctype/crm_global_settings/crm_global_settings.json
@@ -0,0 +1,74 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "autoname": "format:{type}-{dt}",
+ "creation": "2025-02-28 14:37:10.002433",
+ "doctype": "DocType",
+ "engine": "InnoDB",
+ "field_order": [
+  "dt",
+  "column_break_kipp",
+  "type",
+  "section_break_vass",
+  "json"
+ ],
+ "fields": [
+  {
+   "default": "DocType",
+   "fieldname": "dt",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "DocType",
+   "options": "DocType",
+   "reqd": 1
+  },
+  {
+   "fieldname": "column_break_kipp",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "type",
+   "fieldtype": "Select",
+   "in_list_view": 1,
+   "label": "Type",
+   "options": "Quick Filters\nSidebar Items",
+   "reqd": 1
+  },
+  {
+   "fieldname": "section_break_vass",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "json",
+   "fieldtype": "JSON",
+   "label": "JSON"
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2025-02-28 14:55:33.801215",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Global Settings",
+ "naming_rule": "Expression",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "row_format": "Dynamic",
+ "sort_field": "creation",
+ "sort_order": "DESC",
+ "states": []
+}
\ No newline at end of file
diff --git a/crm/fcrm/doctype/crm_global_settings/crm_global_settings.py b/crm/fcrm/doctype/crm_global_settings/crm_global_settings.py
new file mode 100644
index 00000000..a66508c1
--- /dev/null
+++ b/crm/fcrm/doctype/crm_global_settings/crm_global_settings.py
@@ -0,0 +1,9 @@
+# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+# import frappe
+from frappe.model.document import Document
+
+
+class CRMGlobalSettings(Document):
+	pass
diff --git a/crm/fcrm/doctype/crm_global_settings/test_crm_global_settings.py b/crm/fcrm/doctype/crm_global_settings/test_crm_global_settings.py
new file mode 100644
index 00000000..e0e1fb20
--- /dev/null
+++ b/crm/fcrm/doctype/crm_global_settings/test_crm_global_settings.py
@@ -0,0 +1,30 @@
+# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+# import frappe
+from frappe.tests import IntegrationTestCase, UnitTestCase
+
+
+# On IntegrationTestCase, the doctype test records and all
+# link-field test record dependencies are recursively loaded
+# Use these module variables to add/remove to/from that list
+EXTRA_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
+IGNORE_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
+
+
+class UnitTestCRMGlobalSettings(UnitTestCase):
+	"""
+	Unit tests for CRMGlobalSettings.
+	Use this class for testing individual functions and methods.
+	"""
+
+	pass
+
+
+class IntegrationTestCRMGlobalSettings(IntegrationTestCase):
+	"""
+	Integration tests for CRMGlobalSettings.
+	Use this class for testing interactions between multiple components.
+	"""
+
+	pass

From 6fa5133665a0c5cea8c924660ad0135ee4f6ae7b Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 28 Feb 2025 15:08:16 +0530
Subject: [PATCH 09/18] fix: get quick filters from global settings if exists

---
 crm/api/doc.py | 8 +++++++-
 1 file changed, 7 insertions(+), 1 deletion(-)

diff --git a/crm/api/doc.py b/crm/api/doc.py
index 37d62b64..472d667f 100644
--- a/crm/api/doc.py
+++ b/crm/api/doc.py
@@ -181,9 +181,15 @@ def get_doctype_fields_meta(DocField, doctype, allowed_fieldtypes, restricted_fi
 @frappe.whitelist()
 def get_quick_filters(doctype: str, cached: bool = True):
 	meta = frappe.get_meta(doctype, cached)
-	fields = [field for field in meta.fields if field.in_standard_filter]
 	quick_filters = []
 
+	if global_settings := frappe.db.exists("CRM Global Settings", {"dt": doctype, "type": "Quick Filters"}):
+		_quick_filters = frappe.db.get_value("CRM Global Settings", global_settings, "json")
+		_quick_filters = json.loads(_quick_filters) or []
+		fields = [field for field in meta.fields if field.fieldname in _quick_filters]
+	else:
+		fields = [field for field in meta.fields if field.in_standard_filter]
+
 	for field in fields:
 		options = field.options
 		if field.fieldtype == "Select" and options and isinstance(options, str):

From 5280a478e77466994d981081d9b003155024ee98 Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 28 Feb 2025 15:21:55 +0530
Subject: [PATCH 10/18] fix: create or update quick filter global settings

---
 crm/api/doc.py | 15 +++++++++++++++
 1 file changed, 15 insertions(+)

diff --git a/crm/api/doc.py b/crm/api/doc.py
index 472d667f..dbdde3e0 100644
--- a/crm/api/doc.py
+++ b/crm/api/doc.py
@@ -220,6 +220,9 @@ def update_quick_filters(quick_filters: str, old_filters: str, doctype: str):
 	new_filters = [filter for filter in quick_filters if filter not in old_filters]
 	removed_filters = [filter for filter in old_filters if filter not in quick_filters]
 
+	# update or create global quick filter settings
+	create_update_global_settings(doctype, quick_filters)
+
 	# remove old filters
 	for filter in removed_filters:
 		update_in_standard_filter(filter, doctype, 0)
@@ -229,6 +232,18 @@ def update_quick_filters(quick_filters: str, old_filters: str, doctype: str):
 		update_in_standard_filter(filter, doctype, 1)
 
 
+def create_update_global_settings(doctype, quick_filters):
+	if global_settings := frappe.db.exists("CRM Global Settings", {"dt": doctype, "type": "Quick Filters"}):
+		frappe.db.set_value("CRM Global Settings", global_settings, "json", json.dumps(quick_filters))
+	else:
+		# create CRM Global Settings doc
+		doc = frappe.new_doc("CRM Global Settings")
+		doc.dt = doctype
+		doc.type = "Quick Filters"
+		doc.json = json.dumps(quick_filters)
+		doc.insert()
+
+
 def update_in_standard_filter(fieldname, doctype, value):
 	if property_name := frappe.db.exists(
 		"Property Setter",

From 44bf3d1cf706f7dc58a26f4a957eb6e9bf43ce5c Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 28 Feb 2025 15:44:10 +0530
Subject: [PATCH 11/18] fix: show name quick filter if added and sort based on
 global settings

---
 crm/api/doc.py                           | 22 ++++++++++++++++------
 frontend/src/components/ViewControls.vue |  2 +-
 2 files changed, 17 insertions(+), 7 deletions(-)

diff --git a/crm/api/doc.py b/crm/api/doc.py
index dbdde3e0..9cc5c653 100644
--- a/crm/api/doc.py
+++ b/crm/api/doc.py
@@ -186,22 +186,32 @@ def get_quick_filters(doctype: str, cached: bool = True):
 	if global_settings := frappe.db.exists("CRM Global Settings", {"dt": doctype, "type": "Quick Filters"}):
 		_quick_filters = frappe.db.get_value("CRM Global Settings", global_settings, "json")
 		_quick_filters = json.loads(_quick_filters) or []
-		fields = [field for field in meta.fields if field.fieldname in _quick_filters]
+
+		fields = []
+
+		for filter in _quick_filters:
+			if filter == "name":
+				fields.append({"label": "Name", "fieldname": "name", "fieldtype": "Data"})
+			else:
+				field = next((f for f in meta.fields if f.fieldname == filter), None)
+				if field:
+					fields.append(field)
+
 	else:
 		fields = [field for field in meta.fields if field.in_standard_filter]
 
 	for field in fields:
-		options = field.options
-		if field.fieldtype == "Select" and options and isinstance(options, str):
+		options = field.get("options")
+		if field.get("fieldtype") == "Select" and options and isinstance(options, str):
 			options = options.split("\n")
 			options = [{"label": option, "value": option} for option in options]
 			if not any([not option.get("value") for option in options]):
 				options.insert(0, {"label": "", "value": ""})
 		quick_filters.append(
 			{
-				"label": _(field.label),
-				"fieldname": field.fieldname,
-				"fieldtype": field.fieldtype,
+				"label": _(field.get("label")),
+				"fieldname": field.get("fieldname"),
+				"fieldtype": field.get("fieldtype"),
 				"options": options,
 			}
 		)
diff --git a/frontend/src/components/ViewControls.vue b/frontend/src/components/ViewControls.vue
index 7edbca70..3da088f2 100644
--- a/frontend/src/components/ViewControls.vue
+++ b/frontend/src/components/ViewControls.vue
@@ -729,7 +729,7 @@ const quickFilterOptions = computed(() => {
   if (!options.some((f) => f.fieldname === 'name')) {
     options.push({
       label: __('Name'),
-      fieldname: 'name',
+      value: 'name',
       fieldtype: 'Data',
     })
   }

From 6675b2b0e966f50c2d2c29a6ca27c4d9b0e61da7 Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 28 Feb 2025 15:47:03 +0530
Subject: [PATCH 12/18] fix: only show customize quick filter option to manager

---
 frontend/src/components/ViewControls.vue | 1 +
 1 file changed, 1 insertion(+)

diff --git a/frontend/src/components/ViewControls.vue b/frontend/src/components/ViewControls.vue
index 3da088f2..9d1bf696 100644
--- a/frontend/src/components/ViewControls.vue
+++ b/frontend/src/components/ViewControls.vue
@@ -193,6 +193,7 @@
                   label: __('Customize quick filters'),
                   icon: () => h(QuickFilterIcon, { class: 'h-4 w-4' }),
                   onClick: () => (customizeQuickFilter = true),
+                  condition: () => isManager(),
                 },
               ],
             },

From 6973d782f873ebbd429d3025a14aae6995ab9820 Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 28 Feb 2025 16:02:14 +0530
Subject: [PATCH 13/18] fix: newQuickFilters getting cleared

---
 frontend/src/components/ViewControls.vue | 21 +++++++++++++++------
 1 file changed, 15 insertions(+), 6 deletions(-)

diff --git a/frontend/src/components/ViewControls.vue b/frontend/src/components/ViewControls.vue
index 9d1bf696..494b927a 100644
--- a/frontend/src/components/ViewControls.vue
+++ b/frontend/src/components/ViewControls.vue
@@ -192,7 +192,7 @@
                 {
                   label: __('Customize quick filters'),
                   icon: () => h(QuickFilterIcon, { class: 'h-4 w-4' }),
-                  onClick: () => (customizeQuickFilter = true),
+                  onClick: () => showCustomizeQuickFilter(),
                   condition: () => isManager(),
                 },
               ],
@@ -664,6 +664,11 @@ const { getFields } = getMeta(props.doctype)
 
 const customizeQuickFilter = ref(false)
 
+function showCustomizeQuickFilter() {
+  customizeQuickFilter.value = true
+  setupNewQuickFilters(quickFilters.data)
+}
+
 const newQuickFilters = ref([])
 
 function addQuickFilter(f) {
@@ -772,14 +777,18 @@ const quickFilters = createResource({
   cache: ['Quick Filters', props.doctype],
   auto: true,
   onSuccess(filters) {
-    newQuickFilters.value = filters.map((f) => ({
-      label: f.label,
-      fieldname: f.fieldname,
-      fieldtype: f.fieldtype,
-    }))
+    setupNewQuickFilters(filters)
   },
 })
 
+function setupNewQuickFilters(filters) {
+  newQuickFilters.value = filters.map((f) => ({
+    label: f.label,
+    fieldname: f.fieldname,
+    fieldtype: f.fieldtype,
+  }))
+}
+
 function applyQuickFilter(filter, value) {
   let filters = { ...list.value.params.filters }
   let field = filter.fieldname

From 63dbe6cae797c0b0dd7698c86aa9cc97cd94e2ba Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 28 Feb 2025 16:02:51 +0530
Subject: [PATCH 14/18] fix: restrict non value fieldtypes for quick filter
 options

---
 frontend/src/components/ViewControls.vue | 13 ++++++++++++-
 1 file changed, 12 insertions(+), 1 deletion(-)

diff --git a/frontend/src/components/ViewControls.vue b/frontend/src/components/ViewControls.vue
index 494b927a..5b9c0225 100644
--- a/frontend/src/components/ViewControls.vue
+++ b/frontend/src/components/ViewControls.vue
@@ -723,7 +723,18 @@ const quickFilterOptions = computed(() => {
   let fields = getFields()
   if (!fields) return []
 
-  let restrictedFieldtypes = ['Tab Break', 'Section Break', 'Column Break']
+  let restrictedFieldtypes = [
+    'Tab Break',
+    'Section Break',
+    'Column Break',
+    'Table',
+    'Table MultiSelect',
+    'HTML',
+    'Button',
+    'Image',
+    'Fold',
+    'Heading',
+  ]
   let options = fields
     .filter((f) => f.label && !restrictedFieldtypes.includes(f.fieldtype))
     .map((field) => ({

From 6e16869a4060f9fba3da1690c0cbac984ca5c2ec Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 28 Feb 2025 16:06:10 +0530
Subject: [PATCH 15/18] fix: scrollable quick filter area

---
 frontend/src/components/ViewControls.vue | 11 ++++++++---
 1 file changed, 8 insertions(+), 3 deletions(-)

diff --git a/frontend/src/components/ViewControls.vue b/frontend/src/components/ViewControls.vue
index 5b9c0225..7d148cf3 100644
--- a/frontend/src/components/ViewControls.vue
+++ b/frontend/src/components/ViewControls.vue
@@ -62,10 +62,13 @@
     v-else-if="customizeQuickFilter"
     class="flex items-center justify-between gap-2 p-5"
   >
-    <div class="flex gap-2">
+    <FadedScrollableDiv
+      class="flex flex-1 items-center gap-2 overflow-x-auto -ml-1"
+      orientation="horizontal"
+    >
       <template v-for="filter in newQuickFilters" :key="filter.fieldname">
         <Tooltip :text="filter.fieldname">
-          <Button :label="filter.label" class="group">
+          <Button :label="filter.label" class="group whitespace-nowrap">
             <template #suffix>
               <FeatherIcon
                 class="h-3.5 cursor-pointer group-hover:flex hidden"
@@ -83,6 +86,7 @@
       >
         <template #target="{ togglePopover }">
           <Button
+            class="whitespace-nowrap mr-4"
             variant="ghost"
             @click="togglePopover()"
             :label="__('Add filter')"
@@ -100,7 +104,8 @@
           </Tooltip>
         </template>
       </Autocomplete>
-    </div>
+    </FadedScrollableDiv>
+    <div class="-ml-2 h-[70%] border-l" />
     <div class="flex gap-1">
       <Button
         :label="__('Save')"

From 22d2215e4a336c5b0e1a3d00d14f6156f9865c3f Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 28 Feb 2025 16:31:16 +0530
Subject: [PATCH 16/18] fix: made quick filters draggable to reorder

---
 frontend/src/components/ViewControls.vue | 51 +++++++++++++++---------
 1 file changed, 32 insertions(+), 19 deletions(-)

diff --git a/frontend/src/components/ViewControls.vue b/frontend/src/components/ViewControls.vue
index 7d148cf3..96275cd4 100644
--- a/frontend/src/components/ViewControls.vue
+++ b/frontend/src/components/ViewControls.vue
@@ -62,23 +62,35 @@
     v-else-if="customizeQuickFilter"
     class="flex items-center justify-between gap-2 p-5"
   >
-    <FadedScrollableDiv
-      class="flex flex-1 items-center gap-2 overflow-x-auto -ml-1"
-      orientation="horizontal"
-    >
-      <template v-for="filter in newQuickFilters" :key="filter.fieldname">
-        <Tooltip :text="filter.fieldname">
-          <Button :label="filter.label" class="group whitespace-nowrap">
-            <template #suffix>
-              <FeatherIcon
-                class="h-3.5 cursor-pointer group-hover:flex hidden"
-                name="x"
-                @click.stop="removeQuickFilter(filter)"
-              />
-            </template>
-          </Button>
-        </Tooltip>
-      </template>
+    <div class="flex flex-1 items-center overflow-hidden pl-1 gap-2">
+      <FadedScrollableDiv
+        class="flex items-center gap-2 overflow-x-auto -ml-1"
+        orientation="horizontal"
+      >
+        <Draggable
+          class="flex gap-2"
+          :list="newQuickFilters"
+          group="filters"
+          item-key="fieldname"
+        >
+          <template #item="{ element: filter }">
+            <Button class="group whitespace-nowrap cursor-grab">
+              <template #default>
+                <Tooltip :text="filter.fieldname">
+                  <span>{{ filter.label }}</span>
+                </Tooltip>
+              </template>
+              <template #suffix>
+                <FeatherIcon
+                  class="h-3.5 cursor-pointer group-hover:flex hidden"
+                  name="x"
+                  @click.stop="removeQuickFilter(filter)"
+                />
+              </template>
+            </Button>
+          </template>
+        </Draggable>
+      </FadedScrollableDiv>
       <Autocomplete
         value=""
         :options="quickFilterOptions"
@@ -86,7 +98,7 @@
       >
         <template #target="{ togglePopover }">
           <Button
-            class="whitespace-nowrap mr-4"
+            class="whitespace-nowrap mr-2"
             variant="ghost"
             @click="togglePopover()"
             :label="__('Add filter')"
@@ -104,7 +116,7 @@
           </Tooltip>
         </template>
       </Autocomplete>
-    </FadedScrollableDiv>
+    </div>
     <div class="-ml-2 h-[70%] border-l" />
     <div class="flex gap-1">
       <Button
@@ -312,6 +324,7 @@ import { computed, ref, onMounted, watch, h, markRaw } from 'vue'
 import { useRouter, useRoute } from 'vue-router'
 import { useDebounceFn } from '@vueuse/core'
 import { isMobileView } from '@/composables/settings'
+import Draggable from 'vuedraggable'
 import _ from 'lodash'
 
 const props = defineProps({

From 5661ebf8052de19fcbd112d189670bb012e21e3a Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Fri, 28 Feb 2025 16:41:02 +0530
Subject: [PATCH 17/18] fix: hide export if hideColumnsButton is set

---
 frontend/src/components/ViewControls.vue | 5 ++---
 1 file changed, 2 insertions(+), 3 deletions(-)

diff --git a/frontend/src/components/ViewControls.vue b/frontend/src/components/ViewControls.vue
index 96275cd4..53676ad2 100644
--- a/frontend/src/components/ViewControls.vue
+++ b/frontend/src/components/ViewControls.vue
@@ -193,9 +193,7 @@
           @update="(isDefault) => updateColumns(isDefault)"
         />
         <Dropdown
-          v-if="
-            !options.hideColumnsButton && route.params.viewType !== 'kanban'
-          "
+          v-if="route.params.viewType !== 'kanban'"
           :options="[
             {
               group: __('Options'),
@@ -205,6 +203,7 @@
                   label: __('Export'),
                   icon: () => h(ExportIcon, { class: 'h-4 w-4' }),
                   onClick: () => (showExportDialog = true),
+                  condition: () => !options.hideColumnsButton,
                 },
                 {
                   label: __('Customize quick filters'),

From bd52005dd24ebe980507e3f39ec0376928219f14 Mon Sep 17 00:00:00 2001
From: Shariq Ansari <sharique.rik@gmail.com>
Date: Sat, 1 Mar 2025 14:04:46 +0530
Subject: [PATCH 18/18] fix: removed user override and use document method hook
 instead

---
 crm/api/demo.py       | 11 +++--------
 crm/hooks.py          |  2 +-
 crm/overrides/user.py | 10 ----------
 3 files changed, 4 insertions(+), 19 deletions(-)
 delete mode 100644 crm/overrides/user.py

diff --git a/crm/api/demo.py b/crm/api/demo.py
index 1ac27b7f..a5960729 100644
--- a/crm/api/demo.py
+++ b/crm/api/demo.py
@@ -15,12 +15,10 @@ def login():
 	frappe.local.response["location"] = frappe.local.response["redirect_to"]
 
 
-def validate_reset_password(user):
+def validate_reset_password(doc, event):
 	if frappe.conf.demo_username and frappe.session.user == frappe.conf.demo_username:
 		frappe.throw(
-			_("Password cannot be reset by Demo User {}").format(
-				frappe.bold(frappe.conf.demo_username)
-			),
+			_("Password cannot be reset by Demo User {}").format(frappe.bold(frappe.conf.demo_username)),
 			frappe.PermissionError,
 		)
 
@@ -28,9 +26,6 @@ def validate_reset_password(user):
 def validate_user(doc, event):
 	if frappe.conf.demo_username and frappe.session.user == frappe.conf.demo_username and doc.new_password:
 		frappe.throw(
-			_("Password cannot be reset by Demo User {}").format(
-				frappe.bold(frappe.conf.demo_username)
-			),
+			_("Password cannot be reset by Demo User {}").format(frappe.bold(frappe.conf.demo_username)),
 			frappe.PermissionError,
 		)
-
diff --git a/crm/hooks.py b/crm/hooks.py
index e652e3e1..1f7d2ad0 100644
--- a/crm/hooks.py
+++ b/crm/hooks.py
@@ -132,7 +132,6 @@ before_uninstall = "crm.uninstall.before_uninstall"
 override_doctype_class = {
 	"Contact": "crm.overrides.contact.CustomContact",
 	"Email Template": "crm.overrides.email_template.CustomEmailTemplate",
-	"User": "crm.overrides.user.CustomUser",
 }
 
 # Document Events
@@ -161,6 +160,7 @@ doc_events = {
 	},
 	"User": {
 		"before_validate": ["crm.api.demo.validate_user"],
+		"validate_reset_password": ["crm.api.demo.validate_reset_password"],
 	},
 }
 
diff --git a/crm/overrides/user.py b/crm/overrides/user.py
deleted file mode 100644
index d938825c..00000000
--- a/crm/overrides/user.py
+++ /dev/null
@@ -1,10 +0,0 @@
-# import frappe
-from frappe import _
-from frappe.core.doctype.user.user import User
-from crm.api.demo import validate_reset_password
-
-
-class CustomUser(User):
-	def validate_reset_password(self):
-		# restrict demo user to reset password
-		validate_reset_password(self)