Merge remote-tracking branch 'origin/develop' into delete-from-record-view

crm/api/activities.py

@@ -124,6 +124,7 @@ def get_deal_activities(name):
 		activity = {
 			"activity_type": "communication",
 			"communication_type": communication.communication_type,
+			"communication_date": communication.communication_date or communication.creation,
 			"creation": communication.creation,
 			"data": {
 				"subject": communication.subject,
@@ -255,6 +256,7 @@ def get_lead_activities(name):
 		activity = {
 			"activity_type": "communication",
 			"communication_type": communication.communication_type,
+			"communication_date": communication.communication_date or communication.creation,
 			"creation": communication.creation,
 			"data": {
 				"subject": communication.subject,

crm/fcrm/doctype/crm_call_log/crm_call_log.py

@@ -190,11 +190,20 @@ def get_call_log(name):
 
 
 @frappe.whitelist()
-def create_lead_from_call_log(call_log):
+def create_lead_from_call_log(call_log, lead_details=None):
 	lead = frappe.new_doc("CRM Lead")
-	lead.first_name = "Lead from call " + call_log.get("from")
-	lead.mobile_no = call_log.get("from")
-	lead.lead_owner = frappe.session.user
+	lead_details = frappe.parse_json(lead_details or "{}")
+
+	if not lead_details.get("lead_owner"):
+		lead_details["lead_owner"] = frappe.session.user
+	if not lead_details.get("mobile_no"):
+		lead_details["mobile_no"] = call_log.get("from") or ""
+	if not lead_details.get("first_name"):
+		lead_details["first_name"] = "Lead from call " + (
+			lead_details.get("mobile_no") or call_log.get("name")
+		)
+
+	lead.update(lead_details)
 	lead.save(ignore_permissions=True)
 
 	# link call log with lead

crm/fcrm/doctype/fcrm_settings/fcrm_settings.py

@@ -24,9 +24,15 @@ class FCRMSettings(Document):
 		standard_old_items = [d.name1 for d in old_items if d.is_standard]
 		deleted_standard_items = set(standard_old_items) - set(standard_new_items)
 		if deleted_standard_items:
+			standard_dropdown_items = get_standard_dropdown_items()
+			if not deleted_standard_items.intersection(standard_dropdown_items):
+				return
 			frappe.throw(_("Cannot delete standard items {0}").format(", ".join(deleted_standard_items)))
 
 
+def get_standard_dropdown_items():
+	return [item.get("name1") for item in frappe.get_hooks("standard_dropdown_items")]
+
 
 def after_migrate():
 	sync_table("dropdown_items", "standard_dropdown_items")

crm/hooks.py

@@ -264,22 +264,6 @@ standard_dropdown_items = [
 		"route": "#",
 		"is_standard": 1,
 	},
-	{
-		"name1": "support_link",
-		"label": "Support",
-		"type": "Route",
-		"icon": "life-buoy",
-		"route": "https://t.me/frappecrm",
-		"is_standard": 1,
-	},
-	{
-		"name1": "docs_link",
-		"label": "Docs",
-		"type": "Route",
-		"icon": "book-open",
-		"route": "https://docs.frappe.io/crm",
-		"is_standard": 1,
-	},
 	{
 		"name1": "toggle_theme",
 		"label": "Toggle theme",
@@ -303,6 +287,14 @@ standard_dropdown_items = [
 		"route": "#",
 		"is_standard": 1,
 	},
+	{
+		"name1": "about",
+		"label": "About",
+		"type": "Route",
+		"icon": "info",
+		"route": "#",
+		"is_standard": 1,
+	},
 	{
 		"name1": "separator",
 		"label": "",

crm/www/crm.py

@@ -1,8 +1,10 @@
 # Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and Contributors
 # GNU GPLv3 License. See license.txt
-
+import os
+import subprocess
 
 import frappe
+from frappe import safe_decode
 from frappe.integrations.frappe_providers.frappecloud_billing import is_fc_site
 from frappe.utils import cint, get_system_timezone
 from frappe.utils.telemetry import capture
@@ -43,9 +45,41 @@ def get_boot():
 				"user": frappe.db.get_value("User", frappe.session.user, "time_zone")
 				or get_system_timezone(),
 			},
+			"app_version": get_app_version(),
 		}
 	)
 
 
 def get_default_route():
 	return "/crm"
+
+
+def get_app_version():
+	app = "crm"
+	branch = run_git_command(f"cd ../apps/{app} && git rev-parse --abbrev-ref HEAD")
+	commit = run_git_command(f"git -C ../apps/{app} rev-parse --short=7 HEAD")
+	tag = run_git_command(f"git -C ../apps/{app} describe --tags --abbrev=0")
+	dirty = run_git_command(f"git -C ../apps/{app} diff --quiet || echo 'dirty'") == "dirty"
+	commit_date = run_git_command(f"git -C ../apps/{app} log -1 --format=%cd")
+	commit_message = run_git_command(f"git -C ../apps/{app} log -1 --pretty=%B")
+
+	return {
+		"branch": branch,
+		"commit": commit,
+		"commit_date": commit_date,
+		"commit_message": commit_message,
+		"tag": tag,
+		"dirty": dirty,
+	}
+
+
+def run_git_command(command):
+	try:
+		with open(os.devnull, "wb") as null_stream:
+			result = subprocess.check_output(command, shell=True, stdin=null_stream, stderr=null_stream)
+		return safe_decode(result).strip()
+	except Exception:
+		frappe.log_error(
+			title="Git Command Error",
+		)
+		return ""

frontend/components.d.ts

@@ -158,6 +158,7 @@ declare module 'vue' {
     LucideCalendar: typeof import('~icons/lucide/calendar')['default']
     LucideInfo: typeof import('~icons/lucide/info')['default']
     LucidePlus: typeof import('~icons/lucide/plus')['default']
+    LucideSearch: typeof import('~icons/lucide/search')['default']
     MarkAsDoneIcon: typeof import('./src/components/Icons/MarkAsDoneIcon.vue')['default']
     MaximizeIcon: typeof import('./src/components/Icons/MaximizeIcon.vue')['default']
     MenuIcon: typeof import('./src/components/Icons/MenuIcon.vue')['default']

frontend/src/components/Activities/EmailArea.vue

@@ -22,9 +22,9 @@
           variant="subtle"
           :theme="status.color"
         />
-        <Tooltip :text="formatDate(activity.creation)">
+        <Tooltip :text="formatDate(activity.communication_date)">
           <div class="text-sm text-ink-gray-5">
-            {{ __(timeAgo(activity.creation)) }}
+            {{ __(timeAgo(activity.communication_date)) }}
           </div>
         </Tooltip>
         <div class="flex gap-0.5">

frontend/src/components/Controls/TableMultiselectInput.vue

@@ -64,7 +64,10 @@ const emit = defineEmits(['change'])
 
 const { getFields } = getMeta(props.doctype)
 
-const values = defineModel()
+const values = defineModel({
+  type: Array,
+  default: () => [],
+})
 
 const valuesRef = ref([])
 const error = ref(null)

frontend/src/components/FieldLayout/Field.vue

@@ -206,7 +206,7 @@
       v-else
       type="text"
       :placeholder="getPlaceholder(field)"
-      :value="data[field.fieldname]"
+      :value="getDataValue(data[field.fieldname], field)"
       :disabled="Boolean(field.read_only)"
       :description="field.description"
       @change="fieldChange($event.target.value, field)"
@@ -340,6 +340,13 @@ function fieldChange(value, df) {
     triggerOnChange(df.fieldname)
   }
 }
+
+function getDataValue(value, field) {
+  if (field.fieldtype === 'Duration') {
+    return value || 0
+  }
+  return value
+}
 </script>
 <style scoped>
 :deep(.form-control.prefix select) {

frontend/src/components/Filter.vue

@@ -126,7 +126,7 @@
           <div class="flex items-center justify-between gap-2">
             <Autocomplete
               value=""
-              :options="filterableFields.data"
+              :options="availableFilters"
               @change="(e) => setfilter(e)"
               :placeholder="__('First name')"
             >
@@ -217,6 +217,19 @@ const filters = computed(() => {
   return convertFilters(filterableFields.data, allFilters)
 })
 
+const availableFilters = computed(() => {
+  if (!filterableFields.data) return []
+
+  const selectedFieldNames = new Set()
+  for (const filter of filters.value) {
+    selectedFieldNames.add(filter.fieldname)
+  }
+
+  return filterableFields.data.filter(
+    (field) => !selectedFieldNames.has(field.fieldname),
+  )
+})
+
 function removeCommonFilters(commonFilters, allFilters) {
   for (const key in commonFilters) {
     if (commonFilters.hasOwnProperty(key) && allFilters.hasOwnProperty(key)) {

frontend/src/components/Icons/TelegramIcon.vue

@@ -0,0 +1,21 @@
+<template>
+  <svg
+    viewBox="0 0 64 64"
+    xmlns="http://www.w3.org/2000/svg"
+    stroke-width="3"
+    stroke="currentColor"
+    fill="none"
+  >
+    <g
+      id="SVGRepo_tracerCarrier"
+      stroke-linecap="round"
+      stroke-linejoin="round"
+    ></g>
+    <g id="SVGRepo_iconCarrier">
+      <path
+        d="M26.67,38.57l-.82,11.54A2.88,2.88,0,0,0,28.14,49l5.5-5.26,11.42,8.35c2.08,1.17,3.55.56,4.12-1.92l7.49-35.12h0c.66-3.09-1.08-4.33-3.16-3.55l-44,16.85C6.47,29.55,6.54,31.23,9,32l11.26,3.5L45.59,20.71c1.23-.83,2.36-.37,1.44.44Z"
+        stroke-linecap="round"
+      ></path>
+    </g>
+  </svg>
+</template>

frontend/src/components/Modals/AboutModal.vue

@@ -0,0 +1,100 @@
+<template>
+  <Dialog v-model="show" :options="{ size: 'sm' }">
+    <template #body>
+      <div class="p-4 pt-5">
+        <div class="flex justify-center">
+          <div class="flex flex-col items-center">
+            <CRMLogo class="mb-3 size-12" />
+            <h3 class="font-semibold text-xl text-ink-gray-9">Frappe CRM</h3>
+            <div class="flex items-center mt-1">
+              <div class="text-base text-ink-gray-6">
+                {{ appVersion.branch != 'main' ? appVersion.branch : '' }}
+                <template v-if="appVersion.branch != 'main'">
+                  ({{ appVersion.commit }})
+                </template>
+                <template v-else>{{ appVersion.tag }}</template>
+              </div>
+
+              <Tooltip
+                :text="`${appVersion.commit_message} - ${appVersion.commit_date}`"
+                placement="top"
+              >
+                <LucideInfo class="size-3.5 text-ink-gray-8 ml-1" />
+              </Tooltip>
+            </div>
+          </div>
+        </div>
+        <hr class="border-t my-3 mx-2" />
+        <div>
+          <a
+            v-for="link in links"
+            :key="link.label"
+            class="flex py-2 px-2 hover:bg-surface-gray-1 rounded cursor-pointer"
+            target="_blank"
+            :href="link.url"
+          >
+            <component
+              v-if="link.icon"
+              :is="link.icon"
+              class="size-4 mr-2 text-ink-gray-7"
+            />
+            <span class="text-base text-ink-gray-8">
+              {{ link.label }}
+            </span>
+          </a>
+        </div>
+        <hr class="border-t my-3 mx-2" />
+        <p class="text-sm text-ink-gray-6 px-2 mt-2">
+          © Frappe Technologies Pvt. Ltd. and contributors
+        </p>
+      </div>
+    </template>
+  </Dialog>
+</template>
+<script setup>
+import { Tooltip } from 'frappe-ui'
+import CRMLogo from '@/components/Icons/CRMLogo.vue'
+import LucideGlobe from '~icons/lucide/globe'
+import LucideGitHub from '~icons/lucide/github'
+import LucideHeadset from '~icons/lucide/headset'
+import LucideBug from '~icons/lucide/bug'
+import LucideBookOpen from '~icons/lucide/book-open'
+import TelegramIcon from '@/components/Icons/TelegramIcon.vue'
+
+let show = defineModel()
+
+let links = [
+  {
+    label: __('Website'),
+    url: 'https://frappe.io/crm',
+    icon: LucideGlobe,
+  },
+  {
+    label: __('GitHub Repository'),
+    url: 'https://github.com/frappe/crm',
+    icon: LucideGitHub,
+  },
+  {
+    label: __('Documentation'),
+    url: 'https://docs.frappe.io/crm',
+    icon: LucideBookOpen,
+  },
+  {
+    label: __('Telegram Channel'),
+    url: 'https://t.me/frappecrm',
+    icon: TelegramIcon,
+  },
+  {
+    label: __('Report an Issue'),
+    url: 'https://github.com/frappe/crm/issues',
+    icon: LucideBug,
+  },
+  {
+    label: __('Contact Support'),
+    url: 'https://support.frappe.io',
+    icon: LucideHeadset,
+  },
+]
+
+let appVersion = window.app_version
+</script>

frontend/src/components/Modals/CallLogDetailModal.vue

@@ -172,8 +172,9 @@ import FadedScrollableDiv from '@/components/FadedScrollableDiv.vue'
 import { getCallLogDetail } from '@/utils/callLog'
 import { usersStore } from '@/stores/users'
 import { isMobileView } from '@/composables/settings'
+import { useDocument } from '@/data/document'
 import { FeatherIcon, Dropdown, Avatar, Tooltip, call } from 'frappe-ui'
-import { ref, computed, h, nextTick } from 'vue'
+import { ref, computed, h, nextTick, watch } from 'vue'
 import { useRouter } from 'vue-router'
 
 const { isManager } = usersStore()
@@ -289,9 +290,19 @@ const detailFields = computed(() => {
     .filter((detail) => (detail.condition ? detail.condition() : true))
 })
 
-function createLead() {
+const d = ref({})
+const leadDetails = ref({})
+
+async function createLead() {
+  await d.value.triggerOnCreateLead?.(
+    callLog.value?.data,
+    leadDetails.value,
+    () => (show.value = false),
+  )
+
   call('crm.fcrm.doctype.crm_call_log.crm_call_log.create_lead_from_call_log', {
     call_log: callLog.value?.data,
+    lead_details: leadDetails.value,
   }).then((d) => {
     if (d) {
       router.push({ name: 'Lead', params: { leadId: d } })
@@ -351,6 +362,14 @@ async function addTaskToCallLog(_task, insert_mode = false) {
     })
   }
 }
+
+watch(
+  () => callLog.value?.data?.name,
+  (value) => {
+    if (!value) return
+    d.value = useDocument('CRM Call Log', value)
+  },
+)
 </script>
 
 <style scoped>

frontend/src/components/Modals/GlobalModals.vue

@@ -12,16 +12,19 @@
     v-model="showQuickEntryModal"
     :doctype="quickEntryDoctype"
   />
+  <AboutModal v-model="showAboutModal" />
 </template>
 <script setup>
 import CreateDocumentModal from '@/components/Modals/CreateDocumentModal.vue'
 import QuickEntryModal from '@/components/Modals/QuickEntryModal.vue'
+import AboutModal from '@/components/Modals/AboutModal.vue'
 import {
   showCreateDocumentModal,
   createDocumentDoctype,
   createDocumentData,
   createDocumentCallback,
 } from '@/composables/document'
+import { showAboutModal } from '@/composables/settings'
 import { ref } from 'vue'
 
 const showQuickEntryModal = ref(false)

frontend/src/components/UserDropdown.vue

@@ -55,7 +55,11 @@ import Apps from '@/components/Apps.vue'
 import { sessionStore } from '@/stores/session'
 import { usersStore } from '@/stores/users'
 import { getSettings } from '@/stores/settings'
-import { showSettings, isMobileView } from '@/composables/settings'
+import {
+  showSettings,
+  isMobileView,
+  showAboutModal,
+} from '@/composables/settings'
 import { confirmLoginToFrappeCloud } from '@/composables/frappecloud'
 import { Dropdown } from 'frappe-ui'
 import { theme, toggleTheme } from '@/stores/theme'
@@ -131,20 +135,6 @@ function getStandardItem(item) {
       return {
         component: markRaw(Apps),
       }
-    case 'support_link':
-      return {
-        icon: item.icon,
-        label: __(item.label),
-        onClick: () =>
-          window.open(item.route, item.open_in_new_window ? '_blank' : ''),
-      }
-    case 'docs_link':
-      return {
-        icon: item.icon,
-        label: __(item.label),
-        onClick: () =>
-          window.open(item.route, item.open_in_new_window ? '_blank' : ''),
-      }
     case 'toggle_theme':
       return {
         icon: theme.value === 'dark' ? 'sun' : item.icon,
@@ -165,6 +155,12 @@ function getStandardItem(item) {
         onClick: () => confirmLoginToFrappeCloud(),
         condition: () => !isMobileView.value && window.is_fc_site,
       }
+    case 'about':
+      return {
+        icon: item.icon,
+        label: __(item.label),
+        onClick: () => (showAboutModal.value = true),
+      }
     case 'logout':
       return {
         icon: item.icon,

frontend/src/components/ViewControls.vue

@@ -566,7 +566,7 @@ async function exportRows() {
     page_length = list.value.data.total_count
   }
 
-  let url = `/api/method/frappe.desk.reportview.export_query?file_format_type=${export_type.value}&title=${props.doctype}&doctype=${props.doctype}&fields=${fields}&filters=${filters}&order_by=${order_by}&page_length=${page_length}&start=0&view=Report&with_comment_count=1`
+  let url = `/api/method/frappe.desk.reportview.export_query?file_format_type=${export_type.value}&title=${props.doctype}&doctype=${props.doctype}&fields=${fields}&filters=${encodeURIComponent(filters)}&order_by=${order_by}&page_length=${page_length}&start=0&view=Report&with_comment_count=1`
 
   // Add selected items parameter if rows are selected
   if (selectedRows.value?.length && !export_all.value) {
@@ -752,6 +752,7 @@ const quickFilterOptions = computed(() => {
   let fields = getFields()
   if (!fields) return []
 
+  let existingQuickFilters = newQuickFilters.value.map((f) => f.fieldname)
   let restrictedFieldtypes = [
     'Tab Break',
     'Section Break',
@@ -766,6 +767,7 @@ const quickFilterOptions = computed(() => {
   ]
   let options = fields
     .filter((f) => f.label && !restrictedFieldtypes.includes(f.fieldtype))
+    .filter((f) => !existingQuickFilters.includes(f.fieldname))
     .map((field) => ({
       label: field.label,
       value: field.fieldname,

frontend/src/composables/settings.js

@@ -42,3 +42,5 @@ export const isMobileView = computed(() => window.innerWidth < 768)
 
 export const showSettings = ref(false)
 export const activeSettingsPage = ref('')
+
+export const showAboutModal = ref(false)

frontend/src/data/document.js

@@ -14,7 +14,7 @@ export function useDocument(doctype, docname) {
     documentsCache[doctype][docname] = createDocumentResource({
       doctype: doctype,
       name: docname,
-      onSuccess: () => setupFormScript(),
+      onSuccess: async () => await setupFormScript(),
       setValue: {
         onSuccess: () => {
           toast.success(__('Document updated successfully'))
@@ -27,23 +27,49 @@ export function useDocument(doctype, docname) {
     })
   }
 
-  function setupFormScript() {
-    if (controllersCache[doctype]?.[docname]) return
+  async function setupFormScript() {
+    if (
+      controllersCache[doctype] &&
+      typeof controllersCache[doctype][docname] === 'object'
+    ) {
+      return
+    }
 
     if (!controllersCache[doctype]) {
       controllersCache[doctype] = {}
     }
 
-    controllersCache[doctype][docname] = setupScript(
-      documentsCache[doctype][docname],
-    )
+    controllersCache[doctype][docname] = {}
+
+    const controllersArray = await setupScript(documentsCache[doctype][docname])
+
+    if (!controllersArray || controllersArray.length === 0) return
+
+    const organizedControllers = {}
+    for (const controller of controllersArray) {
+      const controllerKey = controller.constructor.name // e.g., "CRMLead", "CRMProducts"
+      if (!organizedControllers[controllerKey]) {
+        organizedControllers[controllerKey] = []
+      }
+      organizedControllers[controllerKey].push(controller)
+    }
+    controllersCache[doctype][docname] = organizedControllers
   }
 
   function getControllers(row = null) {
     const _doctype = row?.doctype || doctype
-    return (controllersCache[doctype]?.[docname] || []).filter(
-      (c) => c.constructor.name === _doctype.replace(/\s+/g, ''),
-    )
+    const controllerKey = _doctype.replace(/\s+/g, '')
+
+    const docControllers = controllersCache[doctype]?.[docname]
+
+    if (
+      typeof docControllers === 'object' &&
+      docControllers !== null &&
+      !Array.isArray(docControllers)
+    ) {
+      return docControllers[controllerKey] || []
+    }
+    return []
   }
 
   async function triggerOnRefresh() {
@@ -97,6 +123,22 @@ export function useDocument(doctype, docname) {
     await trigger(handler, rows[0])
   }
 
+  async function triggerOnCreateLead() {
+    const args = Array.from(arguments)
+    const handler = async function () {
+      await this.on_create_lead?.(...args)
+    }
+    await trigger(handler)
+  }
+
+  async function triggerConvertToDeal() {
+    const args = Array.from(arguments)
+    const handler = async function () {
+      await this.convert_to_deal?.(...args)
+    }
+    await trigger(handler)
+  }
+
   async function trigger(taskFn, row = null) {
     const controllers = getControllers(row)
     if (!controllers.length) return
@@ -130,5 +172,7 @@ export function useDocument(doctype, docname) {
     triggerOnRowRemove,
     triggerOnRefresh,
     setupFormScript,
+    triggerOnCreateLead,
+    triggerConvertToDeal,
   }
 }

frontend/src/data/script.js

@@ -20,15 +20,23 @@ export function getScript(doctype, view = 'Form') {
         doctypeScripts[doctype][script.name] = script || {}
       }
     },
+    onError: (err) => {
+      console.error(
+        `Error loading CRM Form Scripts for ${doctype} (view: ${view}):`,
+        err,
+      )
+    },
   })
 
   if (!doctypeScripts[doctype] && !scripts.loading) {
     scripts.fetch()
   }
 
-  function setupScript(document, helpers = {}) {
-    let scripts = doctypeScripts[doctype]
-    if (!scripts) return null
+  async function setupScript(document, helpers = {}) {
+    await scripts.promise
+
+    let scriptDefs = doctypeScripts[doctype]
+    if (!scriptDefs || Object.keys(scriptDefs).length === 0) return null
 
     const { $dialog, $socket, makeCall } = globalStore()
 
@@ -42,7 +50,7 @@ export function getScript(doctype, view = 'Form') {
       makePhoneCall: makeCall,
     }
 
-    return setupMultipleFormControllers(scripts, document, helpers)
+    return setupMultipleFormControllers(scriptDefs, document, helpers)
   }
 
   function setupMultipleFormControllers(scriptStrings, document, helpers) {
@@ -126,10 +134,10 @@ export function getScript(doctype, view = 'Form') {
       return meta[doctype]
     }
 
-    setupHelperMethods(FormClass, document)
+    const getDoc = () => document.doc
 
     if (isChildDoctype) {
-      instance.doc = createDocProxy(document.doc, parentInstance, instance)
+      instance.doc = createDocProxy(getDoc, parentInstance, instance)
 
       if (!parentInstance._childInstances) {
         parentInstance._childInstances = []
@@ -137,22 +145,21 @@ export function getScript(doctype, view = 'Form') {
 
       parentInstance._childInstances.push(instance)
     } else {
-      instance.doc = createDocProxy(document.doc, instance)
+      instance.doc = createDocProxy(getDoc, instance)
     }
 
     return instance
   }
 
-  function setupHelperMethods(FormClass, document) {
+  function setupHelperMethods(FormClass) {
     if (typeof FormClass.prototype.getRow !== 'function') {
       FormClass.prototype.getRow = function (parentField, idx) {
-        let data = document.doc
         idx = idx || this.currentRowIdx
 
         let dt = null
 
         if (this instanceof Array) {
-          const { getFields } = getMeta(data.doctype)
+          const { getFields } = getMeta(this.doc.doctype)
           let fields = getFields()
           let field = fields.find((f) => f.fieldname === parentField)
           dt = field?.options?.replace(/\s+/g, '')
@@ -162,13 +169,13 @@ export function getScript(doctype, view = 'Form') {
           }
         }
 
-        if (!data[parentField]) {
+        if (!this.doc[parentField]) {
           console.warn(
             __('⚠️ No data found for parent field: {0}', [parentField]),
           )
           return null
         }
-        const row = data[parentField].find((r) => r.idx === idx)
+        const row = this.doc[parentField].find((r) => r.idx === idx)
 
         if (!row) {
           console.warn(
@@ -180,7 +187,7 @@ export function getScript(doctype, view = 'Form') {
           return null
         }
 
-        row.parent = row.parent || data.name
+        row.parent = row.parent || this.doc.name
 
         if (this instanceof Array && dt) {
           return createDocProxy(
@@ -220,46 +227,76 @@ export function getScript(doctype, view = 'Form') {
     const FormClass = new Function(...helperKeys, wrappedScript)(
       ...helperValues,
     )
+
+    setupHelperMethods(FormClass)
+
     return FormClass
   }
 
-  function createDocProxy(data, instance, childInstance = null) {
-    return new Proxy(data, {
-      get(target, prop) {
-        if (prop === 'trigger') {
-          if ('trigger' in data) {
-            console.warn(
-              __(
-                '⚠️ Avoid using "trigger" as a field name — it conflicts with the built-in trigger() method.',
-              ),
+  function createDocProxy(source, instance, childInstance = null) {
+    const isFunction = typeof source === 'function'
+    const getCurrentData = () => (isFunction ? source() : source)
+
+    return new Proxy(
+      {},
+      {
+        get(target, prop) {
+          const currentDocData = getCurrentData()
+          if (!currentDocData) return undefined
+
+          if (prop === 'trigger') {
+            if (currentDocData && 'trigger' in currentDocData) {
+              console.warn(
+                __(
+                  '⚠️ Avoid using "trigger" as a field name — it conflicts with the built-in trigger() method.',
+                ),
+              )
+            }
+
+            return (methodName, ...args) => {
+              const method = instance[methodName]
+              if (typeof method === 'function') {
+                return method.apply(instance, args)
+              } else {
+                console.warn(
+                  __('⚠️ Method "{0}" not found in class.', [methodName]),
+                )
+              }
+            }
+          }
+
+          if (prop === 'getRow') {
+            return instance.getRow.bind(
+              childInstance || instance._childInstances || instance,
             )
           }
 
-          return (methodName, ...args) => {
-            const method = instance[methodName]
-            if (typeof method === 'function') {
-              return method.apply(instance, args)
-            } else {
-              console.warn(
-                __('⚠️ Method "{0}" not found in class.', [methodName]),
-              )
-            }
-          }
-        }
+          return currentDocData[prop]
+        },
+        set(target, prop, value) {
+          const currentDocData = getCurrentData()
+          if (!currentDocData) return false
 
-        if (prop === 'getRow') {
-          return instance.getRow.bind(
-            childInstance || instance._childInstances || instance,
-          )
-        }
-
-        return target[prop]
+          currentDocData[prop] = value
+          return true
+        },
+        has(target, prop) {
+          const currentDocData = getCurrentData()
+          if (!currentDocData) return false
+          return prop in currentDocData
+        },
+        ownKeys(target) {
+          const currentDocData = getCurrentData()
+          if (!currentDocData) return []
+          return Reflect.ownKeys(currentDocData)
+        },
+        getOwnPropertyDescriptor(target, prop) {
+          const currentDocData = getCurrentData()
+          if (!currentDocData) return undefined
+          return Reflect.getOwnPropertyDescriptor(currentDocData, prop)
+        },
       },
-      set(target, prop, value) {
-        target[prop] = value
-        return true
-      },
-    })
+    )
   }
 
   return {

frontend/src/pages/Lead.vue

@@ -374,6 +374,7 @@ import { usersStore } from '@/stores/users'
 import { globalStore } from '@/stores/global'
 import { statusesStore } from '@/stores/statuses'
 import { getMeta } from '@/stores/meta'
+import { useDocument } from '@/data/document'
 import {
   whatsappEnabled,
   callEnabled,
@@ -638,6 +639,8 @@ const existingOrganizationChecked = ref(false)
 const existingContact = ref('')
 const existingOrganization = ref('')
 
+const { triggerConvertToDeal } = useDocument('CRM Lead', props.leadId)
+
 async function convertToDeal() {
   if (existingContactChecked.value && !existingContact.value) {
     toast.error(__('Please select an existing contact'))
@@ -657,6 +660,12 @@ async function convertToDeal() {
     existingOrganization.value = ''
   }
 
+  await triggerConvertToDeal?.(
+    lead.data,
+    deal,
+    () => (showConvertToDealModal.value = false),
+  )
+
   let _deal = await call('crm.fcrm.doctype.crm_lead.crm_lead.convert_to_deal', {
     lead: lead.data.name,
     deal,

frontend/src/utils/index.js

@@ -2,9 +2,8 @@ import TaskStatusIcon from '@/components/Icons/TaskStatusIcon.vue'
 import TaskPriorityIcon from '@/components/Icons/TaskPriorityIcon.vue'
 import { usersStore } from '@/stores/users'
 import { gemoji } from 'gemoji'
-import { useTimeAgo } from '@vueuse/core'
 import { getMeta } from '@/stores/meta'
-import { toast, dayjsLocal, dayjs } from 'frappe-ui'
+import { toast, dayjsLocal, dayjs, getConfig } from 'frappe-ui'
 import { h } from 'vue'
 
 export function formatTime(seconds) {
@@ -65,7 +64,85 @@ export function getFormat(
 }
 
 export function timeAgo(date) {
-  return useTimeAgo(date).value
+  return prettyDate(date)
+}
+
+function getBrowserTimezone() {
+  return Intl.DateTimeFormat().resolvedOptions().timeZone
+}
+
+export function prettyDate(date, mini = false) {
+  if (!date) return ''
+
+  let systemTimezone = getConfig('systemTimezone')
+  let localTimezone = getConfig('localTimezone') || getBrowserTimezone()
+
+  if (typeof date == 'string') {
+    date = dayjsLocal(date)
+  }
+
+  let nowDatetime = dayjs().tz(localTimezone || systemTimezone)
+  let diff = nowDatetime.diff(date, 'seconds')
+
+  let dayDiff = Math.floor(diff / 86400)
+
+  if (isNaN(dayDiff) || dayDiff < 0) return ''
+
+  if (mini) {
+    // Return short format of time difference
+    if (dayDiff == 0) {
+      if (diff < 60) {
+        return __('now')
+      } else if (diff < 3600) {
+        return __('{0} m', [Math.floor(diff / 60)])
+      } else if (diff < 86400) {
+        return __('{0} h', [Math.floor(diff / 3600)])
+      }
+    } else {
+      if (dayDiff < 7) {
+        return __('{0} d', [dayDiff])
+      } else if (dayDiff < 31) {
+        return __('{0} w', [Math.floor(dayDiff / 7)])
+      } else if (dayDiff < 365) {
+        return __('{0} M', [Math.floor(dayDiff / 30)])
+      } else {
+        return __('{0} y', [Math.floor(dayDiff / 365)])
+      }
+    }
+  } else {
+    // Return long format of time difference
+    if (dayDiff == 0) {
+      if (diff < 60) {
+        return __('just now')
+      } else if (diff < 120) {
+        return __('1 minute ago')
+      } else if (diff < 3600) {
+        return __('{0} minutes ago', [Math.floor(diff / 60)])
+      } else if (diff < 7200) {
+        return __('1 hour ago')
+      } else if (diff < 86400) {
+        return __('{0} hours ago', [Math.floor(diff / 3600)])
+      }
+    } else {
+      if (dayDiff == 1) {
+        return __('yesterday')
+      } else if (dayDiff < 7) {
+        return __('{0} days ago', [dayDiff])
+      } else if (dayDiff < 14) {
+        return __('1 week ago')
+      } else if (dayDiff < 31) {
+        return __('{0} weeks ago', [Math.floor(dayDiff / 7)])
+      } else if (dayDiff < 62) {
+        return __('1 month ago')
+      } else if (dayDiff < 365) {
+        return __('{0} months ago', [Math.floor(dayDiff / 30)])
+      } else if (dayDiff < 730) {
+        return __('1 year ago')
+      } else {
+        return __('{0} years ago', [Math.floor(dayDiff / 365)])
+      }
+    }
+  }
 }
 
 export function taskStatusOptions(action, data) {