Merge pull request #227 from shariquerik/currency-fix

fix: added/render currency for deal & organization amount field

crm/api/contact.py

@@ -73,6 +73,7 @@ def get_linked_deals(contact):
 			fields=[
 				"name",
 				"organization",
+				"currency",
 				"annual_revenue",
 				"status",
 				"email",

crm/api/doc.py

@@ -257,17 +257,18 @@ def get_list_data(
 		"user": frappe.session.user,
 	}
 
+	_list = get_controller(doctype)
+
 	if not custom_view and frappe.db.exists("CRM View Settings", default_view_filters):
 		list_view_settings = frappe.get_doc("CRM View Settings", default_view_filters)
 		columns = frappe.parse_json(list_view_settings.columns)
 		rows = frappe.parse_json(list_view_settings.rows)
 		is_default = False
-	elif not custom_view or is_default:
-		_list = get_controller(doctype)
+	elif not custom_view or is_default and hasattr(_list, "default_list_data"):
+		columns = _list.default_list_data().get("columns")
 
-		if hasattr(_list, "default_list_data"):
-			columns = _list.default_list_data().get("columns")
-			rows = _list.default_list_data().get("rows")
+	if hasattr(_list, "default_list_data"):
+		rows = _list.default_list_data().get("rows")
 
 	# check if rows has all keys from columns if not add them
 	for column in columns:

crm/fcrm/doctype/crm_deal/crm_deal.json

@@ -31,6 +31,7 @@
   "job_title",
   "column_break_xbyf",
   "territory",
+  "currency",
   "annual_revenue",
   "industry",
   "person_section",
@@ -72,7 +73,8 @@
    "fetch_from": ".annual_revenue",
    "fieldname": "annual_revenue",
    "fieldtype": "Currency",
-   "label": "Amount"
+   "label": "Amount",
+   "options": "currency"
   },
   {
    "fetch_from": ".website",
@@ -327,11 +329,17 @@
    "fieldtype": "Link",
    "label": "Contact",
    "options": "Contact"
+  },
+  {
+   "fieldname": "currency",
+   "fieldtype": "Link",
+   "label": "Currency",
+   "options": "Currency"
   }
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2024-06-19 18:01:59.213811",
+ "modified": "2024-06-20 12:55:41.602364",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Deal",

crm/fcrm/doctype/crm_deal/crm_deal.py

@@ -178,6 +178,7 @@ class CRMDeal(Document):
 			"annual_revenue",
 			"status",
 			"email",
+			"currency",
 			"mobile_no",
 			"deal_owner",
 			"sla_status",

crm/fcrm/doctype/crm_organization/crm_organization.json

@@ -9,6 +9,7 @@
  "field_order": [
   "organization_name",
   "no_of_employees",
+  "currency",
   "annual_revenue",
   "organization_logo",
   "column_break_pnpp",
@@ -47,7 +48,8 @@
   {
    "fieldname": "annual_revenue",
    "fieldtype": "Currency",
-   "label": "Annual Revenue"
+   "label": "Annual Revenue",
+   "options": "currency"
   },
   {
    "fieldname": "industry",
@@ -60,12 +62,18 @@
    "fieldtype": "Link",
    "label": "Territory",
    "options": "CRM Territory"
+  },
+  {
+   "fieldname": "currency",
+   "fieldtype": "Link",
+   "label": "Currency",
+   "options": "Currency"
   }
  ],
  "image_field": "organization_logo",
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2024-01-19 21:53:14.945857",
+ "modified": "2024-06-20 12:59:55.297752",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Organization",

crm/fcrm/doctype/crm_organization/crm_organization.py

@@ -47,6 +47,7 @@ class CRMOrganization(Document):
 				"organization_logo",
 				"website",
 				"industry",
+				"currency",
 				"annual_revenue",
 				"modified",
 			]

frontend/src/components/Modals/OrganizationModal.vue

@@ -61,9 +61,11 @@
 <script setup>
 import Fields from '@/components/Fields.vue'
 import EditIcon from '@/components/Icons/EditIcon.vue'
+import MoneyIcon from '@/components/Icons/MoneyIcon.vue'
 import WebsiteIcon from '@/components/Icons/WebsiteIcon.vue'
 import OrganizationsIcon from '@/components/Icons/OrganizationsIcon.vue'
 import TerritoryIcon from '@/components/Icons/TerritoryIcon.vue'
+import { formatNumberIntoCurrency } from '@/utils'
 import { call, FeatherIcon, createResource } from 'frappe-ui'
 import { ref, nextTick, watch, computed, h } from 'vue'
 import { useRouter } from 'vue-router'
@@ -205,9 +207,12 @@ const fields = computed(() => {
       value: _organization.value.territory,
     },
     {
-      icon: h(FeatherIcon, { name: 'dollar-sign', class: 'h-4 w-4' }),
+      icon: MoneyIcon,
       name: 'annual_revenue',
-      value: _organization.value.annual_revenue,
+      value: formatNumberIntoCurrency(
+        _organization.value.annual_revenue,
+        _organization.value.currency,
+      ),
     },
     {
       icon: h(FeatherIcon, { name: 'hash', class: 'h-4 w-4' }),
@@ -227,7 +232,7 @@ const fields = computed(() => {
 const sections = createResource({
   url: 'crm.fcrm.doctype.crm_fields_layout.crm_fields_layout.get_fields_layout',
   cache: ['quickEntryFields', 'CRM Organization'],
-  params: { doctype: 'CRM Organization', type: 'Quick Entry'},
+  params: { doctype: 'CRM Organization', type: 'Quick Entry' },
   auto: true,
 })
 
@@ -246,6 +251,6 @@ watch(
         editMode.value = true
       }
     })
-  }
+  },
 )
 </script>

frontend/src/pages/Contact.vue

@@ -357,7 +357,10 @@ function getDealRowObject(deal) {
       label: deal.organization,
       logo: getOrganization(deal.organization)?.organization_logo,
     },
-    annual_revenue: formatNumberIntoCurrency(deal.annual_revenue),
+    annual_revenue: formatNumberIntoCurrency(
+      deal.annual_revenue,
+      deal.currency,
+    ),
     status: {
       label: deal.status,
       color: getDealStatus(deal.status)?.iconColorClass,

frontend/src/pages/Deals.vue

@@ -109,7 +109,7 @@ const rows = computed(() => {
     if (!deals.value?.data.group_by_field?.name) return []
     return getGroupedByRows(
       deals.value?.data.data,
-      deals.value?.data.group_by_field
+      deals.value?.data.group_by_field,
     )
   } else {
     return parseRows(deals.value?.data.data)
@@ -158,7 +158,10 @@ function parseRows(rows) {
           logo: getOrganization(deal.organization)?.organization_logo,
         }
       } else if (row == 'annual_revenue') {
-        _rows[row] = formatNumberIntoCurrency(deal.annual_revenue)
+        _rows[row] = formatNumberIntoCurrency(
+          deal.annual_revenue,
+          deal.currency,
+        )
       } else if (row == 'status') {
         _rows[row] = {
           label: deal.status,
@@ -171,8 +174,8 @@ function parseRows(rows) {
           deal.sla_status == 'Failed'
             ? 'red'
             : deal.sla_status == 'Fulfilled'
-            ? 'green'
-            : 'orange'
+              ? 'green'
+              : 'orange'
         if (value == 'First Response Due') {
           value = __(timeAgo(deal.response_by))
           tooltipText = dateFormat(deal.response_by, dateTooltipFormat)
@@ -207,7 +210,7 @@ function parseRows(rows) {
         }
       } else if (
         ['first_response_time', 'first_responded_on', 'response_by'].includes(
-          row
+          row,
         )
       ) {
         let field = row == 'response_by' ? 'response_by' : 'first_responded_on'

frontend/src/pages/Organization.vue

@@ -104,7 +104,12 @@
                 class="flex items-center gap-1.5"
               >
                 <MoneyIcon class="size-4" />
-                <span class="">{{ formatNumberIntoCurrency(organization.doc.annual_revenue) }}</span>
+                <span class="">{{
+                  formatNumberIntoCurrency(
+                    organization.doc.annual_revenue,
+                    organization.doc.currency,
+                  )
+                }}</span>
               </div>
               <span
                 v-if="organization.doc.annual_revenue"
@@ -348,6 +353,7 @@ const deals = createListResource({
   fields: [
     'name',
     'organization',
+    'currency',
     'annual_revenue',
     'status',
     'email',
@@ -406,7 +412,10 @@ function getDealRowObject(deal) {
       label: deal.organization,
       logo: props.organization?.organization_logo,
     },
-    annual_revenue: formatNumberIntoCurrency(deal.annual_revenue),
+    annual_revenue: formatNumberIntoCurrency(
+      deal.annual_revenue,
+      deal.currency,
+    ),
     status: {
       label: deal.status,
       color: getDealStatus(deal.status)?.iconColorClass,

frontend/src/pages/Organizations.vue

@@ -85,7 +85,7 @@ const showOrganizationModal = ref(false)
 
 const currentOrganization = computed(() => {
   return organizations.value?.data?.data?.find(
-    (organization) => organization.name === route.params.organizationId
+    (organization) => organization.name === route.params.organizationId,
   )
 })
 
@@ -124,7 +124,10 @@ const rows = computed(() => {
       } else if (row === 'website') {
         _rows[row] = website(organization.website)
       } else if (row === 'annual_revenue') {
-        _rows[row] = formatNumberIntoCurrency(organization.annual_revenue)
+        _rows[row] = formatNumberIntoCurrency(
+          organization.annual_revenue,
+          organization.currency,
+        )
       } else if (['modified', 'creation'].includes(row)) {
         _rows[row] = {
           label: dateFormat(organization[row], dateTooltipFormat),

frontend/src/utils/index.js

@@ -94,12 +94,12 @@ export function secondsToDuration(seconds) {
   return `${hours}h ${minutes}m ${_seconds}s`
 }
 
-export function formatNumberIntoCurrency(value) {
+export function formatNumberIntoCurrency(value, currency = 'INR') {
   if (value) {
     return value.toLocaleString('en-IN', {
-      maximumFractionDigits: 2,
+      maximumFractionDigits: 0,
       style: 'currency',
-      currency: 'INR',
+      currency: currency ? currency : 'INR',
     })
   }
   return ''