Merge branch 'develop' into splashscreen-size

crm/api/__init__.py

@@ -1,7 +1,7 @@
 from bs4 import BeautifulSoup
 import frappe
 from frappe.translate import get_all_translations
-from frappe.utils import cstr
+from frappe.utils import validate_email_address, split_emails, cstr
 from frappe.utils.telemetry import POSTHOG_HOST_FIELD, POSTHOG_PROJECT_FIELD
 
 
@@ -66,4 +66,44 @@ def check_app_permission():
 	if any(role in ["System Manager", "Sales User", "Sales Manager", "Sales Master Manager"] for role in roles):
 		return True
 
-	return False
+	return False
+
+
+@frappe.whitelist(allow_guest=True)
+def accept_invitation(key: str = None):
+	if not key:
+		frappe.throw("Invalid or expired key")
+
+	result = frappe.db.get_all("CRM Invitation", filters={"key": key}, pluck="name")
+	if not result:
+		frappe.throw("Invalid or expired key")
+
+	invitation = frappe.get_doc("CRM Invitation", result[0])
+	invitation.accept()
+	invitation.reload()
+
+	if invitation.status == "Accepted":
+		frappe.local.login_manager.login_as(invitation.email)
+		frappe.local.response["type"] = "redirect"
+		frappe.local.response["location"] = "/crm"
+
+
+@frappe.whitelist()
+def invite_by_email(emails: str, role: str):
+	if not emails:
+		return
+	email_string = validate_email_address(emails, throw=False)
+	email_list = split_emails(email_string)
+	if not email_list:
+		return
+	existing_members = frappe.db.get_all("User", filters={"email": ["in", email_list]}, pluck="email")
+	existing_invites = frappe.db.get_all(
+		"CRM Invitation",
+		filters={"email": ["in", email_list], "role": ["in", ["Sales Manager", "Sales User"]]},
+		pluck="email",
+	)
+
+	to_invite = list(set(email_list) - set(existing_members) - set(existing_invites))
+
+	for email in to_invite:
+		frappe.get_doc(doctype="CRM Invitation", email=email, role=role).insert(ignore_permissions=True)

crm/fcrm/doctype/crm_invitation/crm_invitation.js

@@ -0,0 +1,12 @@
+// Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on("CRM Invitation", {
+	refresh(frm) {
+		if (frm.doc.status != "Accepted") {
+			frm.add_custom_button(__("Accept Invitation"), () => {
+				return frm.call("accept_invitation");
+			});
+		}
+	},
+});

crm/fcrm/doctype/crm_invitation/crm_invitation.json

@@ -0,0 +1,112 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2024-09-03 12:19:18.933810",
+ "doctype": "DocType",
+ "engine": "InnoDB",
+ "field_order": [
+  "email",
+  "role",
+  "key",
+  "invited_by",
+  "column_break_dsuz",
+  "status",
+  "email_sent_at",
+  "accepted_at"
+ ],
+ "fields": [
+  {
+   "fieldname": "email",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Email",
+   "reqd": 1
+  },
+  {
+   "fieldname": "role",
+   "fieldtype": "Select",
+   "in_list_view": 1,
+   "label": "Role",
+   "options": "\nSales User\nSales Manager",
+   "reqd": 1
+  },
+  {
+   "fieldname": "key",
+   "fieldtype": "Data",
+   "label": "Key"
+  },
+  {
+   "fieldname": "invited_by",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Invited By",
+   "options": "User"
+  },
+  {
+   "fieldname": "column_break_dsuz",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "status",
+   "fieldtype": "Select",
+   "in_list_view": 1,
+   "label": "Status",
+   "options": "\nPending\nAccepted\nExpired"
+  },
+  {
+   "fieldname": "email_sent_at",
+   "fieldtype": "Datetime",
+   "label": "Email Sent At"
+  },
+  {
+   "fieldname": "accepted_at",
+   "fieldtype": "Datetime",
+   "label": "Accepted At"
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2024-09-03 14:59:29.450018",
+ "modified_by": "Administrator",
+ "module": "FCRM",
+ "name": "CRM Invitation",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Sales Manager",
+   "share": 1,
+   "write": 1
+  },
+  {
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Sales User",
+   "share": 1
+  }
+ ],
+ "sort_field": "creation",
+ "sort_order": "DESC",
+ "states": []
+}

crm/fcrm/doctype/crm_invitation/crm_invitation.py

@@ -0,0 +1,79 @@
+# Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+import frappe
+from frappe.model.document import Document
+
+
+class CRMInvitation(Document):
+	def before_insert(self):
+		frappe.utils.validate_email_address(self.email, True)
+
+		self.key = frappe.generate_hash(length=12)
+		self.invited_by = frappe.session.user
+		self.status = "Pending"
+
+	def after_insert(self):
+		self.invite_via_email()
+
+	def invite_via_email(self):
+		invite_link = frappe.utils.get_url(f"/api/method/crm.api.accept_invitation?key={self.key}")
+		if frappe.local.dev_server:
+			print(f"Invite link for {self.email}: {invite_link}")
+
+		title = f"Frappe CRM"
+		template = "crm_invitation"
+
+		frappe.sendmail(
+			recipients=self.email,
+			subject=f"You have been invited to join {title}",
+			template=template,
+			args={"title": title, "invite_link": invite_link},
+			now=True,
+		)
+		self.db_set("email_sent_at", frappe.utils.now())
+
+	@frappe.whitelist()
+	def accept_invitation(self):
+		frappe.only_for("System Manager")
+		self.accept()
+
+	def accept(self):
+		if self.status == "Expired":
+			frappe.throw("Invalid or expired key")
+
+		user = self.create_user_if_not_exists()
+		user.append_roles(self.role)
+		user.save(ignore_permissions=True)
+
+		self.status = "Accepted"
+		self.accepted_at = frappe.utils.now()
+		self.save(ignore_permissions=True)
+
+	def create_user_if_not_exists(self):
+		if not frappe.db.exists("User", self.email):
+			first_name = self.email.split("@")[0].title()
+			user = frappe.get_doc(
+				doctype="User",
+				user_type="System User",
+				email=self.email,
+				send_welcome_email=0,
+				first_name=first_name,
+			).insert(ignore_permissions=True)
+		else:
+			user = frappe.get_doc("User", self.email)
+		return user
+
+
+def expire_invitations():
+	"""expire invitations after 3 days"""
+	from frappe.utils import add_days, now
+
+	days = 3
+	invitations_to_expire = frappe.db.get_all(
+		"CRM Invitation", filters={"status": "Pending", "creation": ["<", add_days(now(), -days)]}
+	)
+	for invitation in invitations_to_expire:
+		invitation = frappe.get_doc("CRM Invitation", invitation.name)
+		invitation.status = "Expired"
+		invitation.save(ignore_permissions=True)

crm/fcrm/doctype/crm_invitation/test_crm_invitation.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+# import frappe
+from frappe.tests.utils import FrappeTestCase
+
+
+class TestCRMInvitation(FrappeTestCase):
+	pass

crm/templates/emails/crm_invitation.html

@@ -0,0 +1,4 @@
+<h2>You have been invited to join Frappe CRM</h2>
+<p>
+	<a class="btn btn-primary" href="{{ invite_link }}">Accept Invitation</a>
+</p>

frontend/src/components/Activities/EmailArea.vue

@@ -51,7 +51,8 @@
         </div>
       </div>
     </div>
-    <div class="flex flex-col gap-1 text-base text-gray-800">
+    <div class="flex flex-col gap-1 text-base leading-5 text-gray-800">
+      <div>{{ activity.data.subject }}</div>
       <div>
         <span class="mr-1 text-gray-600"> {{ __('To') }}: </span>
         <span>{{ activity.data.recipients }}</span>
@@ -66,12 +67,8 @@
         </span>
         <span v-if="activity.data.bcc">{{ activity.data.bcc }}</span>
       </div>
-      <div>
-        <span class="mr-1 text-gray-600"> {{ __('Subject') }}: </span>
-        <span>{{ activity.data.subject }}</span>
-      </div>
     </div>
-    <div class="border-0 border-t my-3.5 border-gray-200" />
+    <div class="border-0 border-t mt-3 mb-1 border-gray-200" />
     <EmailContent :content="activity.data.content" />
     <div v-if="activity.data?.attachments?.length" class="flex flex-wrap gap-2">
       <AttachmentItem
@@ -108,6 +105,8 @@ function reply(email, reply_all = false) {
 
   if (!email.subject.startsWith('Re:')) {
     editor.subject = `Re: ${email.subject}`
+  } else {
+    editor.subject = email.subject
   }
 
   if (reply_all) {

frontend/src/components/Controls/MultiValueInput.vue

@@ -0,0 +1,120 @@
+<template>
+  <div>
+    <div
+      class="flex flex-wrap gap-1 min-h-20 p-1.5 cursor-text rounded h-7 text-base border border-gray-300 bg-white hover:border-gray-400 focus:border-gray-500 focus:ring-0 focus-visible:ring-2 focus-visible:ring-gray-400 text-gray-800 transition-colors w-full"
+      @click="setFocus"
+    >
+      <Button
+        ref="emails"
+        v-for="value in values"
+        :key="value"
+        :label="value"
+        theme="gray"
+        variant="subtle"
+        class="rounded"
+        @keydown.delete.capture.stop="removeLastValue"
+      >
+        <template #suffix>
+          <FeatherIcon
+            class="h-3.5"
+            name="x"
+            @click.stop="removeValue(value)"
+          />
+        </template>
+      </Button>
+      <div class="flex-1">
+        <TextInput
+          ref="search"
+          class="w-full border-none bg-white hover:bg-white focus:border-none focus:!shadow-none focus-visible:!ring-0"
+          type="text"
+          v-model="query"
+          placeholder="example@email.com"
+          @keydown.enter.capture.stop="addValue()"
+          @keydown.delete.capture.stop="removeLastValue"
+        />
+      </div>
+    </div>
+    <ErrorMessage class="mt-2 pl-2" v-if="error" :message="error" />
+  </div>
+</template>
+
+<script setup>
+import { TextInput } from 'frappe-ui'
+import { ref, nextTick } from 'vue'
+
+const props = defineProps({
+  validate: {
+    type: Function,
+    default: null,
+  },
+  errorMessage: {
+    type: Function,
+    default: (value) => `${value} is an Invalid value`,
+  },
+})
+
+const values = defineModel()
+
+const emails = ref([])
+const search = ref(null)
+const error = ref(null)
+const query = ref('')
+
+const addValue = () => {
+  let value = query.value
+  error.value = null
+  if (value) {
+    const splitValues = value.split(',')
+    splitValues.forEach((value) => {
+      value = value.trim()
+      if (value) {
+        // check if value is not already in the values array
+        if (!values.value?.includes(value)) {
+          // check if value is valid
+          if (value && props.validate && !props.validate(value)) {
+            error.value = props.errorMessage(value)
+            return
+          }
+          // add value to values array
+          if (!values.value) {
+            values.value = [value]
+          } else {
+            values.value.push(value)
+          }
+          value = value.replace(value, '')
+        }
+      }
+    })
+    !error.value && (query.value = '')
+  }
+}
+
+const removeValue = (value) => {
+  values.value = values.value.filter((v) => v !== value)
+}
+
+const removeLastValue = () => {
+  if (query.value) return
+
+  let emailRef = emails.value[emails.value.length - 1]?.$el
+  if (document.activeElement === emailRef) {
+    values.value.pop()
+    nextTick(() => {
+      if (values.value.length) {
+        emailRef = emails.value[emails.value.length - 1].$el
+        emailRef?.focus()
+      } else {
+        setFocus()
+      }
+    })
+  } else {
+    emailRef?.focus()
+  }
+}
+
+function setFocus() {
+  search.value.el.focus()
+}
+
+defineExpose({ setFocus })
+</script>

frontend/src/components/Settings/InviteMemberPage.vue

@@ -0,0 +1,130 @@
+<template>
+  <div class="flex h-full flex-col gap-8 p-8">
+    <h2 class="flex gap-2 text-xl font-semibold leading-none h-5">
+      {{ __('Send Invites To') }}
+    </h2>
+    <div class="flex-1 overflow-y-auto">
+      <label class="block text-xs text-gray-600 mb-1.5">
+        {{ __('Invite by email') }}
+      </label>
+      <MultiValueInput
+        v-model="invitees"
+        :validate="validateEmail"
+        :error-message="
+          (value) => __('{0} is an invalid email address', [value])
+        "
+      />
+      <FormControl
+        type="select"
+        class="mt-4"
+        v-model="role"
+        variant="outline"
+        :label="__('Invite as')"
+        :options="[
+          { label: __('Regular Access'), value: 'Sales User' },
+          { label: __('Manager Access'), value: 'Sales Manager' },
+        ]"
+        :description="description"
+      />
+      <ErrorMessage class="mt-2" v-if="error" :message="error" />
+      <template v-if="pendingInvitations.data?.length && !invitees.length">
+        <div
+          class="mt-6 flex items-center justify-between py-4 text-base font-semibold"
+        >
+          <div>{{ __('Pending Invites') }}</div>
+        </div>
+        <ul class="flex flex-col gap-1">
+          <li
+            class="flex items-center justify-between px-2 py-1 rounded-lg bg-gray-50"
+            v-for="user in pendingInvitations.data"
+            :key="user.name"
+          >
+            <div class="text-base">
+              <span class="text-gray-900">
+                {{ user.email }}
+              </span>
+              <span class="text-gray-600"> ({{ roleMap[user.role] }}) </span>
+            </div>
+            <div>
+              <Tooltip text="Delete Invitation">
+                <Button
+                  icon="x"
+                  variant="ghost"
+                  :loading="
+                    pendingInvitations.delete.loading &&
+                    pendingInvitations.delete.params.name === user.name
+                  "
+                  @click="pendingInvitations.delete.submit(user.name)"
+                />
+              </Tooltip>
+            </div>
+          </li>
+        </ul>
+      </template>
+    </div>
+    <div class="flex flex-row-reverse">
+      <Button
+        :label="__('Send Invites')"
+        variant="solid"
+        @click="inviteByEmail.submit()"
+        :loading="inviteByEmail.loading"
+      />
+    </div>
+  </div>
+</template>
+<script setup>
+import MultiValueInput from '@/components/Controls/MultiValueInput.vue'
+import { validateEmail, convertArrayToString } from '@/utils'
+import {
+  createListResource,
+  createResource,
+  FormControl,
+  Tooltip,
+} from 'frappe-ui'
+import { ref, computed } from 'vue'
+
+const invitees = ref([])
+const role = ref('Sales User')
+const error = ref(null)
+
+const description = computed(() => {
+  return {
+    'Sales Manager':
+      'Can manage and invite new members, and create public & private views (reports).',
+    'Sales User':
+      'Can work with leads and deals and create private views (reports).',
+  }[role.value]
+})
+
+const roleMap = {
+  'Sales User': __('Regular Access'),
+  'Sales Manager': __('Manager Access'),
+}
+
+const inviteByEmail = createResource({
+  url: 'crm.api.invite_by_email',
+  makeParams() {
+    return {
+      emails: convertArrayToString(invitees.value),
+      role: role.value,
+    }
+  },
+  onSuccess() {
+    invitees.value = []
+    role.value = 'Sales User'
+    error.value = null
+    pendingInvitations.reload()
+  },
+  onError(error) {
+    error.value = error
+  },
+})
+
+const pendingInvitations = createListResource({
+  type: 'list',
+  doctype: 'CRM Invitation',
+  filters: { status: 'Pending' },
+  fields: ['name', 'email', 'role'],
+  auto: true,
+})
+</script>

frontend/src/components/Settings/SettingsModal.vue

@@ -40,6 +40,7 @@
 import ContactsIcon from '@/components/Icons/ContactsIcon.vue'
 import WhatsAppIcon from '@/components/Icons/WhatsAppIcon.vue'
 import PhoneIcon from '@/components/Icons/PhoneIcon.vue'
+import InviteMemberPage from '@/components/Settings/InviteMemberPage.vue'
 import ProfileSettings from '@/components/Settings/ProfileSettings.vue'
 import WhatsAppSettings from '@/components/Settings/WhatsAppSettings.vue'
 import TwilioSettings from '@/components/Settings/TwilioSettings.vue'
@@ -53,26 +54,31 @@ const show = defineModel()
 const tabs = computed(() => {
   let _tabs = [
     {
-      label: 'Settings',
+      label: __('Settings'),
       hideLabel: true,
       items: [
         {
-          label: 'Profile',
+          label: __('Profile'),
           icon: ContactsIcon,
           component: markRaw(ProfileSettings),
         },
+        {
+          label: __('Invite Members'),
+          icon: 'user-plus',
+          component: markRaw(InviteMemberPage),
+        },
       ],
     },
     {
-      label: 'Integrations',
+      label: __('Integrations'),
       items: [
         {
-          label: 'Twilio',
+          label: __('Twilio'),
           icon: PhoneIcon,
           component: markRaw(TwilioSettings),
         },
         {
-          label: 'WhatsApp',
+          label: __('WhatsApp'),
           icon: WhatsAppIcon,
           component: markRaw(WhatsAppSettings),
           condition: () => isWhatsappInstalled.value,

frontend/src/components/SidebarLink.vue

@@ -21,7 +21,12 @@
             </span>
           </slot>
         </Tooltip>
-        <Tooltip :text="label" placement="right" :disabled="isCollapsed" :hoverDelay="1.5">
+        <Tooltip
+          :text="label"
+          placement="right"
+          :disabled="isCollapsed"
+          :hoverDelay="1.5"
+        >
           <span
             class="flex-1 flex-shrink-0 truncate text-sm duration-300 ease-in-out"
             :class="
@@ -50,7 +55,7 @@ const route = useRoute()
 
 const props = defineProps({
   icon: {
-    type: Object,
+    type: [Object, String],
   },
   label: {
     type: String,

frontend/src/pages/Deal.vue

@@ -18,7 +18,9 @@
           @click="showAssignmentModal = true"
         />
       </component>
-      <Dropdown :options="statusOptions('deal', updateField)">
+      <Dropdown
+        :options="statusOptions('deal', updateField, deal.data._customStatuses)"
+      >
         <template #default="{ open }">
           <Button
             :label="deal.data.status"
@@ -212,7 +214,7 @@
                             />
                           </div>
                           <div class="flex items-center">
-                            <Dropdown :options="contactOptions(contact.name)">
+                            <Dropdown :options="contactOptions(contact)">
                               <Button
                                 icon="more-horizontal"
                                 class="text-gray-600"
@@ -339,6 +341,7 @@ import {
   createToast,
   setupAssignees,
   setupCustomActions,
+  setupCustomStatuses,
   errorMessage,
   copyToClipboard,
 } from '@/utils'
@@ -380,8 +383,7 @@ const deal = createResource({
   params: { name: props.dealId },
   cache: ['deal', props.dealId],
   onSuccess: (data) => {
-    setupAssignees(data)
+    let obj = {
-    setupCustomActions(data, {
       doc: data,
       $dialog,
       router,
@@ -389,7 +391,10 @@ const deal = createResource({
       createToast,
       deleteDoc: deleteDeal,
       call,
-    })
+    }
+    setupAssignees(data)
+    setupCustomStatuses(data, obj)
+    setupCustomActions(data, obj)
   },
 })
 
@@ -567,9 +572,9 @@ const _contact = ref({})
 function contactOptions(contact) {
   let options = [
     {
-      label: __('Delete'),
+      label: __('Remove'),
       icon: 'trash-2',
-      onClick: () => removeContact(contact),
+      onClick: () => removeContact(contact.name),
     },
   ]
 

frontend/src/pages/Lead.vue

@@ -18,7 +18,7 @@
           @click="showAssignmentModal = true"
         />
       </component>
-      <Dropdown :options="statusOptions('lead', updateField)">
+      <Dropdown :options="statusOptions('lead', updateField, lead.data._customStatuses)">
         <template #default="{ open }">
           <Button
             :label="lead.data.status"
@@ -308,6 +308,7 @@ import {
   createToast,
   setupAssignees,
   setupCustomActions,
+  setupCustomStatuses,
   errorMessage,
   copyToClipboard,
 } from '@/utils'
@@ -354,8 +355,7 @@ const lead = createResource({
   params: { name: props.leadId },
   cache: ['lead', props.leadId],
   onSuccess: (data) => {
-    setupAssignees(data)
+    let obj = {
-    setupCustomActions(data, {
       doc: data,
       $dialog,
       router,
@@ -363,7 +363,10 @@ const lead = createResource({
       createToast,
       deleteDoc: deleteLead,
       call,
-    })
+    }
+    setupAssignees(data)
+    setupCustomStatuses(data, obj)
+    setupCustomActions(data, obj)
   },
 })
 

frontend/src/pages/MobileDeal.vue

@@ -9,7 +9,11 @@
         </template>
       </Breadcrumbs>
       <div class="absolute right-0">
-        <Dropdown :options="statusOptions('deal', updateField)">
+        <Dropdown
+          :options="
+            statusOptions('deal', updateField, deal.data._customStatuses)
+          "
+        >
           <template #default="{ open }">
             <Button
               :label="deal.data.status"
@@ -274,7 +278,12 @@ import Section from '@/components/Section.vue'
 import SectionFields from '@/components/SectionFields.vue'
 import SLASection from '@/components/SLASection.vue'
 import CustomActions from '@/components/CustomActions.vue'
-import { createToast, setupAssignees, setupCustomActions } from '@/utils'
+import {
+  createToast,
+  setupAssignees,
+  setupCustomActions,
+  setupCustomStatuses,
+} from '@/utils'
 import { getView } from '@/utils/view'
 import { globalStore } from '@/stores/global'
 import { organizationsStore } from '@/stores/organizations'
@@ -313,8 +322,7 @@ const deal = createResource({
   params: { name: props.dealId },
   cache: ['deal', props.dealId],
   onSuccess: (data) => {
-    setupAssignees(data)
+    let obj = {
-    setupCustomActions(data, {
       doc: data,
       $dialog,
       router,
@@ -322,7 +330,10 @@ const deal = createResource({
       createToast,
       deleteDoc: deleteDeal,
       call,
-    })
+    }
+    setupAssignees(data)
+    setupCustomStatuses(data, obj)
+    setupCustomActions(data, obj)
   },
 })
 

frontend/src/pages/MobileLead.vue

@@ -9,7 +9,11 @@
         </template>
       </Breadcrumbs>
       <div class="absolute right-0">
-        <Dropdown :options="statusOptions('lead', updateField)">
+        <Dropdown
+          :options="
+            statusOptions('lead', updateField, lead.data._customStatuses)
+          "
+        >
           <template #default="{ open }">
             <Button
               :label="lead.data.status"
@@ -195,7 +199,12 @@ import Section from '@/components/Section.vue'
 import SectionFields from '@/components/SectionFields.vue'
 import SLASection from '@/components/SLASection.vue'
 import CustomActions from '@/components/CustomActions.vue'
-import { createToast, setupAssignees, setupCustomActions } from '@/utils'
+import {
+  createToast,
+  setupAssignees,
+  setupCustomActions,
+  setupCustomStatuses,
+} from '@/utils'
 import { getView } from '@/utils/view'
 import { globalStore } from '@/stores/global'
 import { contactsStore } from '@/stores/contacts'
@@ -236,8 +245,7 @@ const lead = createResource({
   params: { name: props.leadId },
   cache: ['lead', props.leadId],
   onSuccess: (data) => {
-    setupAssignees(data)
+    let obj = {
-    setupCustomActions(data, {
       doc: data,
       $dialog,
       router,
@@ -245,7 +253,10 @@ const lead = createResource({
       createToast,
       deleteDoc: deleteLead,
       call,
-    })
+    }
+    setupAssignees(data)
+    setupCustomStatuses(data, obj)
+    setupCustomActions(data, obj)
   },
 })
 

frontend/src/stores/statuses.js

@@ -64,9 +64,9 @@ export const statusesStore = defineStore('crm-statuses', () => {
     } else if (['gray', 'green'].includes(color)) {
       textColor = `!text-${color}-700`
     }
-  
+
     let bgColor = `!bg-${color}-100 hover:!bg-${color}-200 active:!bg-${color}-300`
-  
+
     return [textColor, onlyIcon ? '' : bgColor]
   }
 
@@ -91,9 +91,17 @@ export const statusesStore = defineStore('crm-statuses', () => {
     return communicationStatuses[name]
   }
 
-  function statusOptions(doctype, action) {
+  function statusOptions(doctype, action, statuses = []) {
     let statusesByName =
       doctype == 'deal' ? dealStatusesByName : leadStatusesByName
+
+    if (statuses.length) {
+      statusesByName = statuses.reduce((acc, status) => {
+        acc[status] = statusesByName[status]
+        return acc
+      }, {})
+    }
+
     let options = []
     for (const status in statusesByName) {
       options.push({

frontend/src/utils/index.js

@@ -131,6 +131,27 @@ function getActionsFromScript(script, obj) {
   return formScript?.actions || []
 }
 
+function getStatusFromScript(script, obj) {
+  let scriptFn = new Function(script + '\nreturn setupForm')()
+  let formScript = scriptFn(obj)
+  return formScript?.statuses || []
+}
+
+export function setupCustomStatuses(data, obj) {
+  if (!data._form_script) return []
+
+  let statuses = []
+  if (Array.isArray(data._form_script)) {
+    data._form_script.forEach((script) => {
+      statuses = statuses.concat(getStatusFromScript(script, obj))
+    })
+  } else {
+    statuses = getStatusFromScript(data._form_script, data)
+  }
+
+  data._customStatuses = statuses
+}
+
 export function setupCustomActions(data, obj) {
   if (!data._form_script) return []
 
@@ -216,3 +237,7 @@ export function isEmoji(str) {
 export function isTouchScreenDevice() {
 	return "ontouchstart" in document.documentElement;
 }
+
+export function convertArrayToString(array) {
+  return array.map((item) => item).join(',')
+}