feat: load custom fields in lead page
This commit is contained in:
Shariq Ansari
parent
9deb9afcac
commit
ccd138dc21
@ -1,20 +1,13 @@
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import json
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import frappe
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from frappe import _
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from frappe.desk.form.load import get_docinfo
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from pypika import Criterion
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@frappe.whitelist()
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def get_lead(name):
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Lead = frappe.qb.DocType("CRM Lead")
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query = (
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frappe.qb.from_(Lead)
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.select("*")
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.where(Lead.name == name)
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.limit(1)
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)
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query = frappe.qb.from_(Lead).select("*").where(Lead.name == name).limit(1)
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lead = query.run(as_dict=True)
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if not len(lead):
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@ -22,3 +15,127 @@ def get_lead(name):
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lead = lead.pop()
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return lead
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@frappe.whitelist()
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def get_lead_fields():
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DocField = frappe.qb.DocType("DocField")
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CustomField = frappe.qb.DocType("Custom Field")
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not_allowed_fieldtypes = [
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"Section Break",
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"Column Break",
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]
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restricted_fieldnames = [
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"converted",
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"lead_owner",
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"status",
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"image",
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"naming_series"
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]
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fields = (
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frappe.qb.from_(DocField)
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.select(
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DocField.fieldname,
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DocField.fieldtype,
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DocField.label,
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DocField.name,
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DocField.options,
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DocField.read_only,
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DocField.idx,
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)
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.where(DocField.parent == "CRM Lead")
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.where(DocField.hidden == False)
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.where(Criterion.notin(DocField.fieldtype, not_allowed_fieldtypes))
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.where(Criterion.notin(DocField.fieldname, restricted_fieldnames))
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.orderby(DocField.idx)
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.run(as_dict=True)
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)
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custom_fields = (
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frappe.qb.from_(CustomField)
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.select(
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CustomField.fieldname,
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CustomField.fieldtype,
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CustomField.label,
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CustomField.name,
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CustomField.options,
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CustomField.read_only,
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CustomField.idx,
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CustomField.insert_after,
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)
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.where(CustomField.dt == "CRM Lead")
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.where(CustomField.hidden == False)
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.where(Criterion.notin(CustomField.fieldtype, not_allowed_fieldtypes))
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.orderby(CustomField.idx)
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.run(as_dict=True)
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)
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all_fields = []
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all_fields.extend(fields)
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# Add custom fields based on insert_after
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for custom_field in custom_fields:
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if custom_field.insert_after:
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for i, field in enumerate(all_fields):
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if field.fieldname == custom_field.insert_after:
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all_fields.insert(i + 1, custom_field)
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break
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else:
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all_fields.prepend(custom_field)
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sections = {}
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section_fields = []
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last_section = None
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for field in all_fields:
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if field.fieldtype == "Tab Break" and last_section:
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sections[last_section]["fields"] = section_fields
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last_section = None
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if field.read_only:
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section_fields = []
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continue
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if field.fieldtype == "Tab Break":
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section_fields = []
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last_section = field.fieldname
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sections[field.fieldname] = {
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"label": field.label,
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"opened": True,
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"fields": [],
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}
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else:
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section_fields.append(get_field_obj(field))
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lead_fields = []
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for section in sections:
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lead_fields.append(sections[section])
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return lead_fields
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def get_field_obj(field):
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obj = {
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"label": field.label,
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"type": get_type(field),
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"name": field.fieldname,
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}
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obj["placeholder"] = "Add " + field.label.lower() + "..."
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if field.fieldtype == "Link":
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obj["placeholder"] = "Select " + field.label.lower() + "..."
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obj["doctype"] = field.options
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elif field.fieldtype == "Select":
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obj["options"] = [{"label": option, "value": option} for option in field.options.split("\n")]
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if field.read_only:
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obj["tooltip"] = "This field is read only and cannot be edited."
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return obj
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def get_type(field):
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if field.fieldtype == "Data" and field.options == "Phone":
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return "phone"
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elif field.fieldtype == "Data" and field.options == "Email":
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return "email"
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elif field.read_only:
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return "read_only"
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return field.fieldtype.lower()
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@ -8,36 +8,32 @@
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"editable_grid": 1,
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"engine": "InnoDB",
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"field_order": [
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"details",
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"organization",
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"website",
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"industry",
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"job_title",
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"naming_series",
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"source",
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"person_tab",
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"salutation",
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"first_name",
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"middle_name",
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"last_name",
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"column_break_izjs",
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"lead_name",
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"gender",
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"image",
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"column_break_lcuv",
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"lead_owner",
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"status",
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"job_title",
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"source",
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"converted",
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"email",
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"mobile_no",
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"organization_tab",
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"section_break_uixv",
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"organization",
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"no_of_employees",
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"lead_name",
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"middle_name",
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"gender",
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"phone",
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"column_break_dbsv",
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"website",
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"status",
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"lead_owner",
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"no_of_employees",
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"annual_revenue",
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"industry",
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"contact_tab",
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"section_break_ymew",
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"email",
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"column_break_sijm",
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"mobile_no",
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"column_break_sjtw",
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"phone"
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"image",
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"converted"
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],
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"fields": [
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{
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@ -67,20 +63,12 @@
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"fieldtype": "Data",
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"label": "Last Name"
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},
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{
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"fieldname": "column_break_lcuv",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "gender",
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"fieldtype": "Link",
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"label": "Gender",
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"options": "Gender"
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},
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{
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"fieldname": "column_break_izjs",
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"fieldtype": "Column Break"
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},
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{
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"default": "Open",
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"fieldname": "status",
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@ -91,10 +79,6 @@
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"reqd": 1,
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"search_index": 1
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},
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{
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"fieldname": "section_break_ymew",
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"fieldtype": "Section Break"
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},
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{
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"fieldname": "email",
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"fieldtype": "Data",
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@ -110,20 +94,12 @@
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"options": "URL",
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"read_only": 1
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},
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{
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"fieldname": "column_break_sijm",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "mobile_no",
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"fieldtype": "Data",
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"label": "Mobile No",
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"options": "Phone"
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},
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{
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"fieldname": "column_break_sjtw",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "phone",
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"fieldtype": "Data",
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@ -192,12 +168,8 @@
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{
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"fieldname": "organization_tab",
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"fieldtype": "Tab Break",
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"label": "Organization"
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},
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{
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"fieldname": "contact_tab",
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"fieldtype": "Tab Break",
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"label": "Contact"
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"label": "Others",
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"read_only": 1
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},
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{
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"fieldname": "organization",
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@ -212,12 +184,22 @@
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"in_list_view": 1,
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"in_standard_filter": 1,
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"label": "Converted"
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},
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{
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"fieldname": "person_tab",
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"fieldtype": "Tab Break",
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"label": "Person"
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},
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{
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"fieldname": "details",
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"fieldtype": "Tab Break",
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"label": "Details"
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}
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],
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"image_field": "image",
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"index_web_pages_for_search": 1,
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"links": [],
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"modified": "2023-11-13 13:35:35.783003",
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"modified": "2023-11-21 13:02:11.680600",
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"modified_by": "Administrator",
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"module": "FCRM",
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"name": "CRM Lead",
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@ -135,7 +135,7 @@
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<div class="flex flex-1 flex-col justify-between overflow-hidden">
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<div class="flex flex-col overflow-y-auto">
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<div
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v-for="section in detailSections"
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v-for="section in detailSections.data"
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:key="section.label"
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class="flex flex-col"
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>
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@ -173,6 +173,7 @@
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<div class="flex-1 overflow-hidden">
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<FormControl
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v-if="field.type === 'select'"
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class="form-control cursor-pointer [&_select]:cursor-pointer"
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type="select"
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:options="field.options"
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:value="lead.data[field.name]"
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@ -180,14 +181,7 @@
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updateLead(field.name, $event.target.value)
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"
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:debounce="500"
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class="form-control cursor-pointer [&_select]:cursor-pointer"
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>
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<template #prefix>
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<IndicatorIcon
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:class="leadStatuses[lead.data[field.name]].color"
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/>
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</template>
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</FormControl>
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/>
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<FormControl
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v-else-if="field.type === 'email'"
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type="email"
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@ -204,7 +198,7 @@
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:value="lead.data[field.name]"
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:doctype="field.doctype"
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:placeholder="field.placeholder"
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@change="(e) => field.change(e)"
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@change="(data) => updateField(field.name, data)"
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:onCreate="field.create"
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/>
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<FormControl
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@ -246,12 +240,13 @@
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class="flex h-7 cursor-pointer items-center px-2 py-1"
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v-else-if="field.type === 'read_only'"
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>
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{{ field.value }}
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{{ field.value || lead.data[field.name] }}
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</Tooltip>
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<FormControl
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v-else
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type="text"
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:value="lead.data[field.name]"
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:placeholder="field.placeholder"
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@change.stop="
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updateLead(field.name, $event.target.value)
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"
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@ -427,98 +422,38 @@ function validateFile(file) {
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}
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}
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const detailSections = computed(() => {
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return [
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{
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label: 'Details',
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opened: true,
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fields: [
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{
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label: 'Organization',
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type: 'link',
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name: 'organization',
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placeholder: 'Select organization',
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doctype: 'CRM Organization',
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change: (data) => data && updateField('organization', data),
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create: (value, close) => {
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_organization.value.organization_name = value
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showOrganizationModal.value = true
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close()
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},
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link: () =>
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router.push({
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name: 'Organization',
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params: { organizationId: lead.data.organization },
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}),
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},
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{
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label: 'Website',
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type: 'read_only',
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name: 'website',
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value: organization.value?.website,
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tooltip:
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'It is a read only field, value is fetched from organization',
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},
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{
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label: 'Industry',
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type: 'read_only',
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name: 'industry',
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value: organization.value?.industry,
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tooltip:
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'It is a read only field, value is fetched from organization',
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},
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{
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label: 'Job title',
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type: 'data',
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name: 'job_title',
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},
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{
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label: 'Source',
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type: 'link',
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name: 'source',
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placeholder: 'Select source...',
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doctype: 'CRM Lead Source',
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change: (data) => updateField('source', data),
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},
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],
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},
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{
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label: 'Person',
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opened: true,
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fields: [
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{
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label: 'Salutation',
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type: 'link',
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name: 'salutation',
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placeholder: 'Mr./Mrs./Ms...',
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doctype: 'Salutation',
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change: (data) => updateField('salutation', data),
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},
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{
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label: 'First name',
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type: 'data',
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name: 'first_name',
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},
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{
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label: 'Last name',
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type: 'data',
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name: 'last_name',
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},
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{
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label: 'Email',
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type: 'email',
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name: 'email',
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},
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{
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label: 'Mobile no.',
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type: 'phone',
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name: 'mobile_no',
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},
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],
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},
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]
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const detailSections = createResource({
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url: 'crm.fcrm.doctype.crm_lead.api.get_lead_fields',
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cache: 'leadFields',
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auto: true,
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transform: (data) => {
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return getParsedFields(data)
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},
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})
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function getParsedFields(sections) {
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sections.forEach((section) => {
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section.fields.forEach((field) => {
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if (['website', 'industry'].includes(field.name)) {
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field.value = organization.value?.[field.name]
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} else if (field.name == 'organization') {
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field.create = (value, close) => {
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_organization.value.organization_name = value
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showOrganizationModal.value = true
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close()
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}
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field.link = () =>
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router.push({
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name: 'Organization',
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params: { organizationId: lead.data.organization },
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})
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}
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})
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})
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return sections
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}
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const organization = computed(() => {
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return getOrganization(lead.data.organization)
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})
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